Lewis v. Henry's ex'ors

69 Va. 192, 28 Gratt. 192
CourtSupreme Court of Virginia
DecidedMarch 16, 1877
StatusPublished
Cited by10 cases

This text of 69 Va. 192 (Lewis v. Henry's ex'ors) 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
Lewis v. Henry's ex'ors, 69 Va. 192, 28 Gratt. 192 (Va. 1877).

Opinion

Christian, J.,

delivered the opinion of the court.

Two questions arise in this case for our consideration. Both depend upon the true construction to be given to the will of the testator, Edward W. Henry.

[198]*198They arise under the third and fourth clauses of said will, and under the codicil executed several ' months after the date of the will.

In the first clause of his will the testator provides for the payment of his debts. In the second clause he gives to his son, Ed. W. Henry, a tract of land set .out by metes and bounds and certain personal property. Then follow the third and fourth clauses in these words:

“ 3d. I give and bequeath to my daughters, M. R. Lewis, S. J. Armistead, Lucy D. Leighton, Celine Catlett and A. B. Smith, and their heirs, the balance of my landed property, to be equally divided between them; but my daughter Lewis is to be accountable to the rest of my daughters in the sum of $3,500, and my daughter Leighton $5,120, these being the amounts paid for homes for them.
“ 4th. I will and direct that all my household and kitchen furniture, not before willed, silverware, all money in hand and due me, bonds, accounts, and everything which may be due me from any source, crops, and any personal property which may be herein-omitted, shall be equally divided between my son, E.W. Henry, and my five above-named daughters.”

The court is of opinion, that reading these two clauses together, and looking to the general scope of the will, the 'intention of the testator was manifest in making, by the third clause of his will, an equal distribution of the balance of his real estate (after the disposition of that contained in the second clause to his son, Edward W. Henry,) among his daughters. He had in his lifetime advanced to his daughter, Mrs. Lewis, real estate to the value, fixed by himself, of $3,500, and to his daughter, Mrs. Leighton, real estate to the value, also fixed by himself, of the sum of [199]*199$5,120, these amounts being, as he expresses it in the third clause of his will above quoted, “ the amounts paid for homes for them”

We think it is plain, that the testator disposing of his real estate among his five daughters, and having advanced certain real estate to two of his daughters as homes for them of the value of $8,500 to one, and $5,120 to the other, intended to make the distribution of this real estate equal by requiring his advanced daughters to account in the distribution for the real estate thus advanced at the price fixed by the testator.

We are of opinion that the third clause, thus disposing of his real estate, is entirely independent of, and is not controled by the fourth clause of the will. The latter clause disposes of the residuum of the personal estate, which he directs “shall be divided equally between my son, E. W. Henry, and my five daughters.”

These two clauses are separate and independent. One relates to the disposition of his real estate, the other to that of his personal estate.

The advancements which the testator in his lifetime had made to his daughters were in real estate, “as homes purchased for them.” In disposing of his real estate, he requires an equal .distribution; and in order to make it equal, his advanced daughters are required to account in that distribution. When he comes to dispose of his personal estate in the fourth clause of his will, the objects of his bounty are no longer his daughters alone, but he divides this personal property equally among his son and his five daughters.

We think it is plain, that the testator having separated his bequests in two distinct clauses of his will, one having reference to real estate and the other to personal estate, and the objects of his bounty being different persons (in the one his daughters only, and [200]*200in the other his son and daughters), it was not his intention to charge the advancements to his two married daughters upon both the real and personal estate devised and bequeathed to them. If he had intended these advancements to be a charge against both real and personal estate, he would not have created this charge by putting it in the third clause of his will, which related to real estate alone, but in a separate item, general in its terms, and without qualification of any sort.

The court is therefore of opinion, that the advancements made by the testator in his lifetime are made by his will a charge only upon the real estate disposed of by the third clause of the will, and are in no manner to be considered in the distribution of the personal estate bequeathed under the fourth clause.

The second and most important question we have to determine arises'under the codicil to the will of the testator, which is in these words:

“codicil.
“If my estate should have to pay the debt, or any part thereof, in the lawsuit brought by Miller’s administrator against Dr. Wm. B. Lewis’ estate, I hereby will and direct that my daughter M. R. Lewis is to forfeit all interest in my estate, and is to inherit nothing more under this my will.”

The record shows that this codicil had reference to a bond for the sum of $195.50, executed by William B. Lewis, the husband of Mrs. M. R. Lewis, payable to George M. T. Miller, with the testator as the surety of said William B. Lewis, dated November 16th, 1858. In the year 1871 suit was instituted on this bond, and [201]*201judgment in favor of Miller’s administrator against Mrs. Lewis as executrix of her husband. But it does not appear that any judgment was recovered against the surety (the testator), E. W. Henry, or that any suit or other proceeding was ever commenced against him on account of said suretyship.

But it appears that the administrator of Miller, the obligee in this bond, assigned it to the testator and surety, by the following assignment which appears in the record: “ For value received I assign the within bond to E. W. Henry, Sr., without recourse.” Signed, O. E. Miller, administrator of Gr. M. Y. Miller, by W-. W. Henry, attorney.

It further appears that this bond thus assigned to the testator, E. W, Henry, Sr., was found enfolded in his will.

In a bill filed by the executors of E. W. Henry, in the circuit court of Charlotte, the court is asked to construe the third and fourth clauses of the will above referred to, and also to construe the codicil; and the court is asked to say “whether on the facts stated (in the bill) the contingency mentioned in the said codicil has not happened; so that Mrs. M. B. Lewis is denied participation in the estate of her father; no part of the said debt having ever been paid by her or the estate of W. B. Lewis.”

In answer to this bill, Mrs. Lewis, after denying that her failure to pay the debt for which her father was bound as surety, in his lifetime worked a forfeiture of her interest in his estate under his will and codicil, produced in court and made then and there with the filing of her answer, a tender of the whole amount, principal, interest and costs, of the judgment against her husband, for which her father, the testator, was bound as surety, to Miller’s administrator.

[202]

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Cite This Page — Counsel Stack

Bluebook (online)
69 Va. 192, 28 Gratt. 192, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lewis-v-henrys-exors-va-1877.