James v. Peoples National Bank

17 S.E.2d 387, 178 Va. 398, 1941 Va. LEXIS 175
CourtSupreme Court of Virginia
DecidedNovember 24, 1941
DocketRecord No. 2391
StatusPublished
Cited by14 cases

This text of 17 S.E.2d 387 (James v. Peoples National Bank) is published on Counsel Stack Legal Research, covering Supreme Court of Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
James v. Peoples National Bank, 17 S.E.2d 387, 178 Va. 398, 1941 Va. LEXIS 175 (Va. 1941).

Opinion

Hudgins, J.,

delivered the opinion of the court.

The Peoples Bank of Leesburg, administrator c.t.a., of the estate of "W. 0. James, instituted this suit to have the court construe the will of W. C. James, which was executed on January 6, 1926, and probated on May 15, 1929. The pertinent provisions of the will are: “I bequeath unto my beloved wife Emma * * * (certain described property, including $50,000 in cash), to have and to hold for her sole benefit and use during her natu: ral life: At her death the same to be equally divided [400]*400between onr three children to wit: Arthur A. James, Frederick C. James & Mrs. Imogene M. Mays or to, their children, if any, if they be not living.

“After the above bequests are satisfied, I direct that the remainder of my estate, of whatsoever nature, shall be equally divided to my three children above named, or to the children of any who may not be living—-they taking the parents share.”

The widow, Emma James, and the three named children survived the testator. Two of them, Frederick C. James and Imogene M. Mays, were married before the will was executed but had no children. Arthur A. James was single on the date of the will, married before the death of the testator and died testate prior to his mother, the life tenant, leaving a widow, Edna Carr James, but no children.

It appears from the bill, answers and cross bill that the administrator, under the last paragraph of the will and before the death of the life tenant, distributed approximately $30,000 to the three children, who, in addition, have received large sums from the sale of certain real estate that passed to them by the same paragraph.

The controversy is over that part of the testator’s estate which was devised and bequeathed to his widow, Emma James, for life.

Edna Carr James, the widow of Arthur A. James, contends that her husband received a vested remainder under the will of his father, and that, on the death of Emma James, the absolute right to one-third of the property passed to her under the will of Arthur A. James. Frederick C. James and Imogene M. Mays, on the other hand, contend that the remainder, after the life estate of their mother, was contingent upon the three children surviving the life tenant, and that, inasmuch as their brother, Arthur A. James, did not survive the life tenant, the beneficiary in his will has no interest in the property.

[401]*401The trial court held that the will created a vested remainder and that the widow of Arthur A. James was entitled to one-third of the property devised and bequeathed to Emma James for life. From that decree Frederick C. James and Imogene M. Mays obtained this appeal.

The controlling question to be determined is whether the remainderman should he -ascertained at the time of the testator’s death or at the time of the life tenant’s death.

It is evident from reading this will that it was not written by a person skilled in drawing legal papers. The concluding phrase in the first paragraph is awkward and the meaning obscure. Under such circumstances, courts usually “construe expressions implying either futurity of time or contingency as meaning' the former rather than the latter, and as specifying the time at which the possession shall accrue rather than the condition upon which the right shall vest. Thus, in case of a limitation to A for life, and ‘on,’ ‘at,’ ‘from,’ ‘in the event of,’ etc., A’s death to B, the words in quotation marks are construed to refer to the time of taking possession, and not to the vesting of the right, and hence the remainder is vested, * * Minor on Real Prop., 2 ed., vol. 1, sec. 714.

Professor Graves, in Notes on Real Property, page 240, cites the following examples of limitations to surviving children:

“Hansford v. Elliott, 9 Leigh (36 Va.) 79 (in effect): ‘I bequeath certain personalty to my wife for her life; and at her death to be divided among my surviving children.’ Held, that survivmg meant surviving the testator, and that all the children living at the testator’s death took vested interests, which were not affected by their death before the wife, hut passed to their personal representatives.
“Martin v. Kirby, 11 Gratt. (52 Va.) 67 (in effect): ‘I devise to my wife my land during her widowhood, [402]*402and at her death I wish it sold and the proceeds divided among my surviving children. ’ Held, that children surviving testator took vested interests at that time.
“Stone v. Lewis, 84 Va. 474, 5 S. E. 282 (in effect): ‘I devise my land to my wife for her life, and after her decease I wish it sold, and the proceeds divided among my surviving brothers and sisters.’ Held, the brothers and sisters surviving the testator took vested interests as of that time.”

In French v. Logan’s Adm’r, 108 Va. 67, 69, 60 S. E. 622, Judge Buchanan, speaking for the court, said : “It is a familiar principle, that the law favors the vesting of estates, and where a bequest or devise is made and the property is not to he enjoyed in possession until some future period or event, it will, where no special intent to the contrary is manifested in the will, he held to he vested in interest immediately on the death of the testator, rather than contingent upon the state of things which may happen to exist at the period when the legatees or devisees are entitled to the possession of the property given.”

The language of the will to he construed in that case was as follows: “ ‘I further direct that all property and money given in this will to Bettie H. French, or accruing to her from any of its provisions, shall be vested in William Logan, Jr., as trustee, to be held by him in trust for her benefit, free from the debts or control of her husband, for and during her natural life, at her death to he divided among her issue according to the statute of descents and distribution’ of the State of Virginia.”

One of the children of Bettie French died during the life of the testator. Another died, unmarried and without issue, after the death of the testator and during the life of Bettie French. In that case, as in the pending-case, the children who survived the mother claimed that the will created a contingent remainder. The heirs of the deceased children claimed it created a vested remainder. The court held that the remaindermen were [403]*403as easily ascertained at the death of the testator as at the death of the life tenant, stating: ‘ ‘ There is not only nothing in the language of the provision in itself which manifests a special intent that the remainder should not vest until the life tenant’s death, but when that language is considered in connection with that used in the first part of the same clause of the will, it is reasonably clear that he did not so intend.”

In Neilson v. Brett, 99 Va. 673, 40 S. E. 32, a life estate was created in a daughter, and a gift over was in the following words: “* * *; at the death of my said daughter, Anne, the trust fund shall pass to and be divided among’ her children and descendants by stocks. ’ ’ It was conceded that this clause created a vested and not a contingent remainder.

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Bluebook (online)
17 S.E.2d 387, 178 Va. 398, 1941 Va. LEXIS 175, Counsel Stack Legal Research, https://law.counselstack.com/opinion/james-v-peoples-national-bank-va-1941.