Jones v. Mason

5 Va. 577
CourtSupreme Court of Virginia
DecidedAugust 21, 1827
StatusPublished

This text of 5 Va. 577 (Jones v. Mason) 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
Jones v. Mason, 5 Va. 577 (Va. 1827).

Opinions

Judge Care.

In the year 1816, Benjamin Jones made his last will, in which he seems to have apportioned his estate with great care and deliberation among his children. They were seven in number; three sons and four daughters. Three of the daughters were married and portioned. The fourth, Martha, with the three sons, Robert, Benjamin, and Thomas, were infants. It is to these infants that the bounty of the testator was principally confined. To his sons, he gave all his land, each a tract. His slaves, he seems (so far as we may judge) to have meant to divide equally. At least, this was so, with the three youngest, Benjamin, Thomas and Martha. To Robert (the eldest, [578]*578as I take it) he gives his plantation in Brunswick county, including the mill, &c., and 13 slaves by name, together with stock, horses, tools, &c.; among the negroes given, are Moses, Harry and Sam. When Robert came of age, faj-her pUt jn possession of the plantation as it stood; except that he took from it several slaves, not among those he had by will given his son, and also took away Moses and Sam, two of the slaves in the will; and left Ellick, Jlggy and their child, not in the will. Harry, another slave mentioned in the will, was on the Manor plantation of the testator, when his son was invested with possession. It is stated by the executor in his answer, that the three slaves Ellick, Jlggy and their child, were intended to supply the places of Moses, Harry and Sam; and that though somewhat inferior in value, that difference was more than made up by other property left on the estate, and advanced to Robert; and further, that at the time his portion of the estate was given up to him, it was a full and equal proportion of the testator’s estate.

Things remained thus, till the death of the testator; when that took place, we are not told. He died without altering his will; and this bill is filed by Robert, to recover of the executor the three slaves Moses, Harry and Sam, claiming that Ellick, Jlggy and child, were not given in substitution of them, but in addition to them; and that he has a right to both.

The executor, by his answer, controverts this claim, contending that when the testator put the plaintiff in possession, he manifested his intention of giving off to him at once, his whole portion, by removing from the place all those slaves he did not intend for him, and leaving those he meant to give him; and that by taking away Moses, Harry and Sam, and leaving Jlggy, Ellick and child, he proved that he meant these last to stand instead of the former, and not in addition to them.

The case was set down for hearing by consent, on the bill and answer, and heard the same day.

[579]*579A question was raised at the bar, whether the statements in the answer were to be taken as true; a question of very little moment (in my mind) as to any influence it can have on this cause. I do not consider that the ease comes di» reolly within the letter of the rule, that where the plaintiff sets down a cause on bill and answer, he fakes the answer as true in all things. There he acts upon his right; here the matter is by consent. But, I think it within the reason of the rule. I have no doubt, that this whole proceeding was taken at once, without the regular steps, for the purpose of trying without delay, in a friendly manner, the rights of parties; and that the bill and answer were intended to present the whole case to the Court, there being, in truth, no contradiction between them as to facts. The two affidavits are merely as to the amount of the difference in value between the slaves, not as to the fact of difference. I think then that the answer must be taken as a part of the ease agreed to by the parties; that is, so far as it states facts, and so far as any extrinsic evidence can be looked to.

The great question in the cause is, was the legacy in the will, of Moses, Harry and Sam, revoked, adeemed, or satisfied, (for sometimes one term and sometimes another is used,) by the taking these slaves from the son’s plantation, when he was put into possession, and giving him Ellick, H.ggy and child ? This question is important, and I believe, in this State, of the first impression. In the English hooks, there are many cases turning upon it; and the principles, which govern it, are considered as well settled. I will cite some of those cases.

Hard v. Hurst, 2 Freem. Rep. 224. The defendant’s testator, by his will, gave his four daughters 600/. apiece, and afterwards married his eldest daughter to the plaintiff, and gave her 700/. portion. After that, he makes a codicil, and gives 100/. apiece to his unmarried daughters, and thereby ratifies and confirms his will, and dies; and the plaintiff preferred his bill for the legacy of 600/. given to [580]*580his wife by the will; and the only question was, whether the portion, given by the testator in his life-time, should be intended in satisfaction of the legacy ? And held that it should; and agreed to be the constant rule of this Court, that where a legacy was given to a child, who, afterwards, upon marriage or otherwise, had the like or a greater sum, it should be intended in satisfaction of the legacy, unless the testator should declare his intent to be otherwise.”

In Ellison v. Cookson, 1 Ves. jr. 100, Lord Thuklow, speaking on this subject, says, “The common way of arguing this, is to forget entirely the rule of law; namely, that where a legacy is given to a child, it is deemed a portion, and therefore carries with it these qualities; that it is a deliberate distribution among his children of such portions as the testator thinks fit. Crediting him for that deliberation, if he advances in his life that sum which he has adjudged to be the due and proper portion for that child, the presumption of law is, that he has satisfied that intent, and consequently, that it is no longer a ground for any further demand.”

But, though it is a presumption of law, it is not that kind of conclusive presumption, against which nothing can be said, but a presumption which the law makes upon the general facts, liable to be rebutted by evidence; and the kind of evidence for that is, any demonstration from the conduct and language of the author of both gifts, that he considered the gift by the will as still a subsisting benefit.

In Trimmer v. Bayne, 7 Ves. 508, Lord Eldon says, “ The rule is settled, that where a parent or person in loco parentis gives a legacy as a portion, and afterwards, upon marriage or any other occasion calling for it, advances in the nature of a portion to that child, that will amount to an ademption of the gift by the will, and this Court will presume he meant to satisfy the one by the other.”

The same doctrine is explicitly laid down in many other cases, as the unquestionable doctrine of equity; though some of the Judges seem rather disposed to quarrel with [581]*581the rule. See Twisden v. Twisden, 9 Ves. 413; Hartop v. Hartop, 17 Ves. 184; Ex parte Pye v. Dubort, 18 Ves. 140; Coop. Equ. Cas. 270, and numerous other cases.

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5 Va. 577, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jones-v-mason-va-1827.