Jessup v. Jessup

267 S.E.2d 115, 221 Va. 61, 1980 Va. LEXIS 216
CourtSupreme Court of Virginia
DecidedJune 6, 1980
DocketRecord 780827
StatusPublished
Cited by5 cases

This text of 267 S.E.2d 115 (Jessup v. Jessup) 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
Jessup v. Jessup, 267 S.E.2d 115, 221 Va. 61, 1980 Va. LEXIS 216 (Va. 1980).

Opinion

HARRISON, J.,

delivered the opinion of the Court.

This appeal involves the validity of an order of the clerk of the court below, subsequently affirmed by that court, admitting to probate a holographic instrument dated August 1, 1960, as the last will and testament of Betty Sue Jessup, deceased. Plaintiffs, Philip S. Jessup, II, and Elizabeth H. Jessup Smith, are among the heirs-at-law of the decedent, they being two of the children of her deceased brother, *63 Philip Jessup. The defendants are the executor of the decedent’s estate, her other heirs-at-law, and those persons identified as possible legatees under the holographic instrument mentioned above. 1

Plaintiffs allege that the August 1, 1960 writing is not a valid will for the reason that it fails to manifest sufficient finality of intent, does not contain the essential dispositive provisions and, even if properly executed, was subsequently revoked by mutilation. Upon a trial of the case, the court below refused to admit certain evidence proffered by plaintiffs, struck their evidence, and dismissed plaintiffs’ complaint devisavit vel non.

Betty Sue. Jessup died on June 7, 1976, following a hospitalization period of two months. Her estate is alleged to have a value in excess of one million dollars. On July 12, 1976, two paper writings, the above one dated August 1, 1960, and the other, a “memo,” dated September 15, 1973, from the decedent to Lucy Ann P. Celia, her niece, were probated in the Circuit Court of Albemarle County as the last will of the decedent. It is stipulated that both writings are entirely in the handwriting of Miss Jessup. The testamentary capacity of the decedent to make a will is admitted.

The August 1, 1960 writing was found in a small (6" x 9") notebook with a blue cover. The first page of the book is neither numbered nor lettered, but on it is printed the word “Will.” The back of the first page is completely blank except in the top left corner is *64 written “Page 1(a).” Thereafter three pages were torn and removed from the book. These pages have not been found, and there is no evidence showing when and under what circumstances they were removed. The writing begins on page 4 and reads as follows:

Page 4.
Special Instructions To Executors:
I want No argument, dissension, unpleasantries nor “bickering” about my estate. 4 -am in-my- right Mind- -t-know-whaí-4 own and have-evidenee in my records to prove it — I leave it to the sole discretion of my appointed Executors to decide upon any question about properties which might have been willed to beneficiaries which might have died prior to my death and which I might have neglected to correct on the (a) side of the page referring to such bequeaths or properties which I might have disposed of, otherwise, prior to my death. In case of such properties, either sold or given away, which I might have failed to “note” on the (a) side of the page, Executors are advised, here and now, that such item or items of property be forgotten about and Excluded from any Beneficiary Named herein, without question. It is quite possible and probable that I will have disposed of in some way — In the coming years — Some of the Items of property bequeathed herein — In such case or cases, the bequeath herein becomes null and void the moment I dispose of such properties, whether or not I remember
Page 5.
to make such correction on the (a) side of the page referring to such items.
It is my will that Executor or Executors notify all beneficiaries at the very outset that peace and quiet must prevail in the distribution of my propetries. . . And that
(1) Should Any Individual, among my beneficiaries, raise an argument about any part of my properties and/or Belongings— That individual’s NAME Shall Be Automatically EXCLUDED from this Will throughout and whatever I have willed him, or her, shall be distributed equally among The Charities listed in GROUP 1 on the last page of This Book. IF such items be other *65 than Money, such item, or items shall be PRIVATELY sold and money received Therefor shall be distributed among Charities listed in Group 1 on last page of This Booklet.
NOTE: On the last page of This booklet, which is my last Will, I shall list my favorite Charities in certain Groups which will be referred to from Time to time herein.
(OVER)
Page 6.
(2) There shall be NO Public Auction Sale of Any of My Properties or belongings. If, at the time of my death, I own properties — or Any Type of belongings — which are not mentioned herein — such items shall be sold privately, and without publicity, and proceeds of such sales shall be distributed equally among all my GREAT NIECES AND NEPHEWS who may be living at that time. (IF SUCH PROPERITIES ARE wanted by any member of My Family, The Executors shall establish a fair market value and give the member of the family wishing to purchase such property a 20% discount therefrom — Cash Sale— Proceeds to be distributed as stated above. IF, however, such properties are sold to dealers or other outside individuals, They shall be distributed sold at a fair market value, proceeds to be distributed as above stated—
(2) (a) — Parents of Great Nieces and Nephews whose children receive proceeds of such sales are to use proceeds (and any incom.e thereof, (if invested) for Education of such nieces and nephews — “Great” that is. If,
Page 7.
however, any of such Great Nieces and Nephews shall have become of age and have completed their education, such proceeds shall go to them with no strings tied.
Great Nieces or Great Nephews who may be born within six months after my death shall share equally with those now living
*66 Page 8.
(3) My Debts To Others—
Must, Naturally be paid — Normally, my accounts payable will be on a current basis and any bills due will be with my check book — There might be Note payable but the Banks will let themselves be heard.
(4) Debts of Others To Me—
I want every debt owed to me by anyone whom-so-ever— cancelled on the date of My death — The people I have helped — Mostly employees in Charlottesville and at Branch Plants are too Numerous to remember — Mostly I have made straight loans with No Notes But, if there are any Notes due me — cancel them—
Any furniture which I have lent to anyone, and is at the time of this reading, in their possession — May remain their property — By way of explanation, If I have ever done anyone a
Page 9.

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Cite This Page — Counsel Stack

Bluebook (online)
267 S.E.2d 115, 221 Va. 61, 1980 Va. LEXIS 216, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jessup-v-jessup-va-1980.