May v. Sherrard's Legatees

79 S.E. 1026, 115 Va. 617, 1913 Va. LEXIS 76
CourtSupreme Court of Virginia
DecidedNovember 20, 1913
StatusPublished
Cited by13 cases

This text of 79 S.E. 1026 (May v. Sherrard's Legatees) 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
May v. Sherrard's Legatees, 79 S.E. 1026, 115 Va. 617, 1913 Va. LEXIS 76 (Va. 1913).

Opinion

Buchanan, J.,

delivered the opinion of the court.

[619]*619The principal object of this suit, which was brought by the executor of the last will and testament of Mrs. Maria L. Sherrard, was to have a construction of that instrument. The will is on'e of considerable length, containing twenty clauses and a codicil. The controversy here, however, is only as to the construction to be placed upon the second clause and a portion of the codicil. The provision of the second clause is as follows:

“Second. I give, b’equeath and devise my dwelling house and the lot on which the same stands, situated on North New street, in the city of Staunton, Virginia, and now known by the street number of 307 North New street, to be sold and equally divided between Tate Boys Sterrett, of Hot Springs, Virginia, and John Bishop/ of Charlestown, West Virginia, great-nephews of mine, and sons of Maria B. Sterrett, of Hot Springs, Virginia, and Margaret Bishop, of Charlestown, West Virginia.

The only other portions of the will which, it is claimed, throw any light upon the meaning to be given the clause quoted is contained in the fifth clause, which, after making-certain bequests to Margaret Bishop, a great-niece of the testatrix, provides that “in the event of the death of her brother, John Bishop, I will one:half of the 307 North New street house, when sold, to pass in fee simple absolute to Margaret Bishop, of Charlestown, West Virginia”; and the codicil, which states, among other things, that the testatrix had sold the house No. 307 North New street for thirty-five hundred dollars and invested twenty-six hundred and fifty dollars thereof in two houses and lots in the city of Boanoke, which were worth three thousand dollars at th'e time the codicil was written. The trial court held that the devise or bequest made in the second clause was specific and not demonstrative, and that by the sale of house No. 307 mentioned therein in the lifetime of the testatrix the gift made, by that clause was adeemed or [620]*620revoked, and that the devisees or legatees named therein took nothing under it.

The distinction made between specific and demonstrative gifts is well understood, but it is sometimes difficult to determine whether a particular gift belongs to the one class or the other. Definitions of these two kinds of legacies are found in the decisions and text-books, varying somewhat in phraseology, but generally substantially the same in meaning.

Mr. Pomeroy, in his work on Equity Jurisprudence, which is relied on largely by the appellants to sustain their contention that the legacy in question is not specific, but demonstrative, defines a specific legacy as “a bequest of a specific article of the testator’s estate, distinguished from all others of the same kind—as, for example, a particular horse, or piece of plate, or money in a certain purse, or chart, a particular stock in the public funds, a particular bond or other instrument for the payment of money.” (Vol. 3 [3rd ed.] section 1130.) He defines demonstrative legacies as “bequests of sums of money, or of quantity or amounts having a pecuniary value and measure, not in themselves specific, but made payable primarily out of a particular designated fund or piece of property belonging or assumed to belong to the testator.” (Same volume, section 1133.)

The general rule is that a legacy will not be construed as specific unless it appears clearly to have been so intended (Corbin v. Mills, 19, Gratt. [60 Va.] 438, 468), and that whether or not it is specific depends wholly upon the language of the will. 3 Pom. Eq. Jur., sec. 1130.

Tested by these definitions and rules of construction, to which class does the gift in question belong? The language of the second clause is: “I give, bequeath and devise my dwelling house and the lot on which the same stands” (describing it so that there could be no doubt about its location and identity), “to be sold and equally divided be[621]*621tween” the beneficiarles named. Whether this be a gift of the house and lot itself, and the sale directed was merely for the purposes of partition between the devisees, as the appellee insists, or a gift of the proceeds or fund arising from the sale of the house and lot, there can be no question that the thing given is so described, pointed out and identified as to distinguish it from all th’e other property of the testatrix. It is not a gift of a certain sum of money or other thing “payable primarily out of a particular designated fund or piece of property.” There is nothing in the language of the clause or of the will which manifests any. intent to give the persons named in that clause any particular sum, or amount, or quantity, to be paid primarily out of the proceeds of the sale of the house and lot, and if for any reason that fund should fail, then to be paid out of the general estate; but, on the contrary, the gift is either of the house and lot or it is a gift of the fund arising from the sale. If it be a gift of the house and lot, it is manifestly a specific devise; if it is a gift of the fund arising from the sale directed, it is equally specific as it seems to us. That the testatrix intended the gift made by that clause as specific, either of the house and lot or of the fund produced by its sale, is emphasized and made clearer, if possible, by the fifth clause of her will, which provides “that in the event of the death of her brother, John Bishop” (one of the beneficiaries under the second clause), “I will one-half of 307 North New street house, when sold, to pass in fee simple to Margaret Bishop. ...”

The conclusion that we have reached, that the gift in question is specific and not demonstrative, is fully sustained by the case of King v. Sheffey, 8 Leigh (35 Va.) 614, in which the provision of the will construed was substantially the same as that now under consideration. In that case the testator, after having given to his wife one-[622]*622third of the rents and profits of his Fincastle property for life, devised and bequeathed to the children of his son and daughter, Conally and Nancy Finley, “one-half of my personal property in the county of Washington aforesaid; also, two-fifths part of the net proceeds of my estate in Fincastle aforesaid, which is to be sold at my beloved wife’s death, at the discretion of my executors.” He then gives two other fifths of the Fincastle property to Mitchell ■and wife and the remaining one-fifth to Allen and wife. The testator’s estate in Fincastle consisted of several houses and lots, which he sold within less than a year before his death upon one, two, three and four years’ credit, and he was the owner of the purchase money bonds at the time of his death. The question in that case was whether or not the devise or bequest of the Fincastle estate or its proceeds was revoked or adeemed by the alienation of the testator in his lifetime. President Tucker, in delivering the opinion of the court, said, among other things: “It seems to have been assumed by the counsel for the appellee that these devises of the proceeds of the Fincastle estate were to be considered as legacies, but it was very properly admitted that as legacies they came within the description of specific legacies. And if they are legacies at all in the strict sense of the term, they are strictly specific and are not of that class of legacies of money or quantity which are said to be only in the nature of specific legacies, and which, if the fund be called in or fail, will be paid out of the general estate. 1 Roper on Legacies, 169.

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Cite This Page — Counsel Stack

Bluebook (online)
79 S.E. 1026, 115 Va. 617, 1913 Va. LEXIS 76, Counsel Stack Legal Research, https://law.counselstack.com/opinion/may-v-sherrards-legatees-va-1913.