Jordan's Administrator v. Richmond Home for Ladies

56 S.E. 730, 106 Va. 710, 1907 Va. LEXIS 139
CourtSupreme Court of Virginia
DecidedMarch 14, 1907
StatusPublished
Cited by5 cases

This text of 56 S.E. 730 (Jordan's Administrator v. Richmond Home for Ladies) 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
Jordan's Administrator v. Richmond Home for Ladies, 56 S.E. 730, 106 Va. 710, 1907 Va. LEXIS 139 (Va. 1907).

Opinion

Whittle, J.,

delivered the opinion of the Court.

This is .a suit in. ~.equity,~ instituted in the Ohaneery. Court of the city of Richmond by the Virginia Trust Company, executor of the will of. Mary .E. McClung, deceased, against her heirs at law and next of kin, and the "Richmond Home for Ladies" and others, to construe and give effect, to testatrix's will.

The text of the will is ,as follows:

[712]*712“Sulphur Mines, October 12, 1893.
“This is my will, as follows: I wish the Virginia Safe Deposit and Fidelity Company to act as executors and distribute the interest as I direct.
“First. To Georgie Kenney, as long as she lives unmarried, the interest of $5,000 semi-annually of Sulphur Mines Company’s bonds which I hold; if she marries or dies, then the interest goes to J. C. Petty as long as he lives.
“Second. To my old family servant, Margaret Davis, as long as she lives unmarried, the interest of $4,000.00 of Virginia Sulphur Mines Company bonds. (8 per cent). If she marries or dies, then the interest is to be paid to J. C. Petty as long as he lives.
“All my real estate, house and lot in Covington, Va., tract of land in Alleghany county (The Rich Holes) ; and three-fourths interest in the Iodine Alum Spring, and 100 acres of land near Long Dale 'Mines, Alleghany county, also two lots in Lexington, Va., to be sold, as is wise in the opinion of the executors, and the proceeds invested. The interest of this and of all other bonds, stock and whatever property I may be possessed to be given to J. C. Petty as long as he lives, and with the exception of $200 annually to be expended as follows: $150 to keep in good order and repair my section in the Cedar Hill Cemetery, near Covington, Va., in which our family are buried; $50 to be given to the trustees of the Cedar Hill Cemetery for the general improvement of the cemetery. The trustees are requested to attend to the repairs, etc., of my section in the cemetery.
“After the death of Georgia Kenney, Margaret Davis and J. C. Petty, I wish the interest of all the property I leavé to be paid annually, except the perpetual fund of $200 for the Cedar Hill Cemetery and my section therein, to be paid to the trustees of the. Presbyterian Home for Old Ladies, situated in Richmond, Va. I further request that $100 be given to Alice Adams and $100 for each Herbert and Goram Adams to be [713]*713put on interest to be given them when they are twenty-one years •old; and request that Mr. J. C. Petty will see that they have good homes and are well taken care of until they are old enough to take care of themselves. Those that I have left my estate to have been my friends when I was in need of sympathy and kindness after being bereft of all my own dear ones. May God bless and keep them all is the wish and prayer of their friend.
“Maey E. McClung.”

In response to certain inquiries submitted by the court the master in chancery returned the following findings:

“1. That there -were no such persons as the ‘Trustees of the Presbyterian Home for Old Ladies, situated in Richmond, Va./ but that the testatrix by that description meant the ‘Richmond Home for Ladies/ which is a corporation chartered by the Circuit Court of the city of Richmond.
“2. That the ‘Richmond Home for. Ladies’ is capable of taking the bequest made in the will, and that the bequest to it is legal and valid.
“3. That there was no intestacy resulting from the death of J. C. Petty in the lifetime of Georgia Kenney and Margaret Davis; but that at his death ‘the annuity to him went to the Home, to open and take in the special annuities to Georgia Kenney and Margaret Davis when those annuities, respectively, shall lapse.’
“4. That the bequest of fifty dollars a year, perpetually, to the trustee of Cedar Hill Cemetery for the general improvement of the cemetery is valid. But that there is an intestacy as to the bequest of $150, to be expended annually to keep testatrix’s section in the cemetery in good order and repair; and that ‘the $150 per annum, being a portion of the residuum of the testatrix’s estate’ would go to her next of kin.”

By the decree under review the Chancery Court overruled exceptions of the appellants to the report of the master on the [714]*714first, second and third findings and sustained the exception of the.Richmond Home for Ladies to. so much of the, fourth finding as declares . that' the bequest ,qf,.,$f50 per annum,, in perpetuity, goes to testatrix’s next, of kin. The-court was of opinion that the bequest was invalid and void; but, with the exception- of the accumulation therefrom prior to the death of J. C, Petty (as to which no' decision was made), that the .income after his death passed to the Richmond Home for Ladies as residuary legatee..

The appellants assign as error the rulings of the court in the-particulars indicated. ■ ' .

Upon the first assignment we have, no difiiculty in agreeing with, the Chancery Court that the bequest, “to the trustees of the Presbyterian Home, for Old Ladies, situated in Richmond, Va., was intended by the testatrix to be made to the defendant, the ‘Richmond Home for Ladies,’,, an institution incorporated in due form, of law by an order.. of the Circuit Court of the-city- of■ Richmond, entered on the 28th day of February, 1883.”

The well-established. rule that-parol evidence is admissible- to identify the object of a testator’s bounty is succinctly stated in the case of Roy v. Rowzie, 25 Gratt. 604, 605, as follows: “Parol evidence, is- always; admissible .and even necessary to lead, us to the.-person or object and.Subject referred to in a bequestf Phei.court of.-construction, with.,the testator’s will, in hand, looks' fof the object of his bounty and.-the thing intended to be -given,<: and expects them to answer precisely the terms of description-given: .of them in- the will. Generally they do, and there is no difficulty! Often they do 'not; and sometimes there .are two; or more objects or subjects which answer precisely or equally, thp, description'contained -in the will. In .such cases resort must) be had to’parol- evidence and. -the surrounding circumstances to show; what the testator intended :by the - expressions which he: used; and, almost always,'his intention is-.-tfius ascertained with; sufficient, if-not'unerring,’ certainty. If it cannot be, the bequest mustivthen fail of- .effieqty.b.nt the court.-is always-reluctant so to [715]*715declare.. It.-will, not require that .the object or subject shall have every ear-mark given to it by the testator. Hay, it may in some respect have'different ear-marks,, and yet the descrip-, tion contained in .the bequest, may be sufficient to give it effect. ■ Falso demonsiratio .non nocei cum de corpor.e constat is a maxim which expresses a rule of construction to which the court. has frequent recourse in such cases.” .

So also the Court of Appeals of New York declared, in the, ease of Lefevre v. Lefevre, 59 N. Y. 440, 442: “A

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Bluebook (online)
56 S.E. 730, 106 Va. 710, 1907 Va. LEXIS 139, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jordans-administrator-v-richmond-home-for-ladies-va-1907.