Lee v. Smith

4 S.E. 717, 84 Va. 289, 1888 Va. LEXIS 78
CourtSupreme Court of Virginia
DecidedJanuary 12, 1888
StatusPublished
Cited by1 cases

This text of 4 S.E. 717 (Lee v. Smith) 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
Lee v. Smith, 4 S.E. 717, 84 Va. 289, 1888 Va. LEXIS 78 (Va. 1888).

Opinion

Fauntleroy, J.,

delivered the opinion of the court.

[290]*290This suit was instituted, by appellants, to obtain a construction of the will of "William Lee, deceased. No claims or rights of creditors are involved. It is simply a contest between the devisees and legatee under the will of their father, the testator, William Lee, deceased.

One set of beneficiaries, and the largest recipients of their father’s bounty—both in. his lifetime and by his will—striving to defeat and intercept the manifest intention and express provision of the testator, and uppermost in his solicitude, for his youngest daughter, who had not enjoyed a material advantage (of education) which her brothers and sisters had enjoyed, and which loss the testator intended, by this special provision in his will, to make up to her.

The record shows that William Lee, a gentleman residing in Warwick county, Virginia, was, in March, 1860, a widower with ten children—sons and daughters—married and single; the youngest of which daughters was Fannie Lee. He then owned a large real estate, and personalty beside, worth at least $125,000. In contemplation of a second marriage, he and his intende'd second wife executed an antenuptial marriage contract, by which he bound himself, his heirs, &c., to allow his said intended wife annually out of his estate, during the time she should remain his widow, four hundred dollars, to be paid yearly or half yearly by his heirs, executors, &c. And in consideration of this annuity, said intended wife covenanted to accept the said allowance and provision in full satisfaction and in bar of her dower or any other or further claim in or to his estate. This contract was duly witnessed, proved, and recorded in Warwick county clerk’s office, and the intended marriage took place.

Afterward the said William Lee made his will dated September 4th, 1861; to which will he added a codicil dated 17th November, 1862, and another coflicil dated 7th March, 1863. -The testator died some time in 1863, and his said will [291]*291was duly proved and admitted to record in "Warwick county court, on the — day of-, 1866.

By the first clause of his will, the testator gives a tract of land to his son Robert H. Lee; by the second and third, he gives a tract of land to his son William Lee, and by the fourth, he gives all the remainder of his estate to his ten children— equally to be divided. By the fifth clause, testator says: “independent of all the provisions heretofore made by me, I give in trust to R. I). Lee and R. H. Lee, eight hundred dollars, out of money due my estate, to be applied to the education of my youngest daughter, Fannie Lee.”

By the sixth clause, testator says: “I also desire that my executors, in the exercise of their best discretion, shall invest so much money out of my estate, in stocks or otherwise, as will yield a yearly income of four hundred dollars, to be paid by them, to my wife as provided for by our marriage contract.

By the first codicil of 17th November, 1862, the testator mentions the destruction of a dwelling-house, by the invading army of the United States, on the tract of land devised to his son "William, and gives him $1,500 to replace it, and recognizes the detrimental effect of the war, and its doubtful result on his estate. By the second codicil of 7th March, 1863, he simply makes a change in the executors, and republishes his said will of September 4th, 1861. It appears from the record and the- pleadings that the testator left very few debts, which amounted to only $1,000, after being allowed to accumulate by several years’ delay in paying them. The personal estate, though diminished by the war and its results, was ample for the payment of the legacy of $800 to the trustees for Fannie Lee, and for payment, of the debts. After payment of all the debts out of the personalty, a sum more than sufficient for payment of this legacy of $800 to Fannie Lee remained, and was applied to payment, pro tanto, of the annuity to the widow, whereby the personalty was exhausted. After exhausting the personalty thus, there were sales of realty, and the proceeds [292]*292applied pro tanto, to paying the balance of arrears of this annuity, or of the sum agreed on in commutation thereof. This legacy given in the fifth clause to Fannie Lee, has never been paid to any one, in whole or in part, and for this reason, the legatee was not educated. She is now the wife of William H. Chapman. The trustees under the fifth clause, suing for the use of said William H. Chapman and Fannie Lee, his wife, who are substantial complainants below, and appellants here, filed their original bill in the circuit court of Warwick county, to which all the other parties interested in the estate of William Lee, deceased, are made parties defendant. The bill prays a construction of the will, and alleges that this legacy of $800 in the fifth clause, is a charge on the land of the testator after exhaustion of the personalty, and prays that the said legacy of $800, with interest from one year after the testator’s death, be decreed to be paid out of the proceeds of sales of realty, then under the said circuit court. R. Lee Davis, in his own right, and as administrator c. t. a., of William Lee, deceased, answered, and says that the personal estate of the testator was sold, and debts due the estate collected, and the proceeds disposed of in various ways. The guardian ad litem of the infant defendants also filed a formal answer. The complainants, by leave of the court, filed an amended bill charging that portions of the real estate of the testator had been sold for payment of debts, and the surplus paid over to devisees. That money belonging to the estate had been exhausted in paying debts and the annuity to the widow, which had been secured by ante-nuptial contract on the whole estate, real and personal; and claiming that the legatee, Fannie Lee, is entitled to be substituted to the rights of the widow, thus using and exhausting her fund. The bill charges that in the report in another suit (Smith v. Green), the debts will more than exhaust the personalty in expectation, and that if the personalty be thus exhausted, and the lands divided among the devisees before payment of this legacy to Fannie Lee, the intent of the testator will be defeated, as he [293]*293manifestly intended and provided that, the division should be made after she had received her legacy of $800, or the education it was to afford her, to make her equal. The bill prays that the said legacy, with interest, be paid out of the fund under the control of the said circuit court, in the cause of Smith v. Green.

R. Lee Davis, administrator c. t. a. of William Lee, deceased, and in his own right, answered this amended bill, that the entire personal estate, and what has been realized from debts and claims due to the testator, has been expended, in costs of litigation, in payment of debts, $1,000,- and in payment of arrears of annuity to the widow, pro tanto, leaving a balance still due the widow on said arrears of $2,208 38, as of July 9th, 1879, to be increased annually by $400 on each 31st of May, which liability for arrears and future payments of annuity has been arranged and settled out of proceeds of sales of land under control of the circuit court in the cause of Smith v. Gi-een, $3,000 having been thus paid; that there are claims still due the estate, but not enough to repay to the parties the $3,000 so paid on the annuity.

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Related

Lee v. Lee
14 S.E. 534 (Supreme Court of Virginia, 1892)

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Bluebook (online)
4 S.E. 717, 84 Va. 289, 1888 Va. LEXIS 78, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lee-v-smith-va-1888.