May v. Sherrard's Legatees

79 S.E. 1026, 115 Va. 617, 1913 Va. LEXIS 76
Supreme Court of Virginia·Decided November 20, 1913·Published·Cited by 13 cases

Opinion

Buchanan, J.,

delivered the opinion of the court.

[619] The 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] revoked, 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] tween” 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. ...”

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

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