McCabe v. Cary's

116 S.E. 485, 135 Va. 428, 1923 Va. LEXIS 24
CourtSupreme Court of Virginia
DecidedMarch 15, 1923
StatusPublished
Cited by21 cases

This text of 116 S.E. 485 (McCabe v. Cary's) 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
McCabe v. Cary's, 116 S.E. 485, 135 Va. 428, 1923 Va. LEXIS 24 (Va. 1923).

Opinion

Berks, J.,

delivered the opinion of the court.

The only question involved in this ease is the proper construction of the following will of Mrs. Lizzie Cary Daniel:

“I leave to my sister Gillie the use of the income from all money in my name, from my father’s & mother’s estate as long as she lives, for her own comfort first & .that she may have the comfort & pleasure of ministering to those whom we have together tried to help. At her death, the principal to be divided as she thinks I would like, & as she thinks best.
“The money from my husband’s Life Insurance, $l,000.Va. Ca. Chem. Co. & $1,500 originally $5,000-4,500 recovered by my father when Co.failed—2,000 lost in failure of U. B. & B. Co., leaving $2,500 only that to be returned to his family, of the $2,500, wh. Mrs. Cave thinks was the amount of his estate apart from his life ins. policy (which was made out for me) of which as he died without will, only § was mine the other two-thirds, hers by her father’s gift. I wish $2,000 to be given her to do with as she chooses.
$4,500 of the $5,000 recovered by my father when the co. failed
“The am’t received from my mother’s estate to ge to my brother, for whom my mother intended it, or to. his children.
“Lizzie Cary Daniel,
“Jany. 23d. 1914.”

The testatrix was survived by a brother and two sisters; one of the latter being the main beneficiary under-her will..

. The provision of the second and third clauses of the will have been carried into effect, and the question pre[431]*431sented for our consideration is whether the undivided one-half interest of the testatrix in two houses and lots in the city of Richmond passed to her sister Gillie under the first clause of the will, or the testatrix died intestate as to that property.

[1] A proper construction of decedent’s will requires that it be read in connection with the surrounding facts and circumstances, the condition of the testatrix, and in the light of the context of the will itself.

The decedent, Lizzie Cary Daniel, was a daughter of the late Col. John B. Cary, and was left a widow in 1879 upon the death of her husband, the late W. T. Daniel. After his death she returned to her father’s home and lived there as a member of his family until after the death of both her parents. This was necessitated by the fact that the only property she received from her husband’s estate was a life insurance policy for $5,000 in a failing insurance company, which policy was compromised by her father, Col. Cary, for $4,500. But of this $4,500 a part ($2,000) was lost in an unfortunate investment, so that only $2,500 of this life insurance remained, and this was invested at the time of her death.

Col. John B. Cary died in 1898, and his wife, Columbia H. Cary, died in 1902. But Col. Cary’s estate was not divided until after his wife’s death, and until his estate was divided Mrs. Daniel and her sister, Mrs. McCabe, who was then unmarried, were supported by advances to them by their brother, T. A. Cary.

Upon the death of their two parents, Mrs. Daniel and Mrs. McCabe each received from their estates property appraised at $17,496; and Mrs. Daniel had in addition the above mentioned sum of $2,500 saved from the wreckage of her husband’s estate.

Possessed of these modest estates, these two sisters, then well along in years, the one a widow and the other [432]*432a spinster, lived together from the time of their mother’s death in 1902 until Mrs. McCabe (then Miss Cary) was married in 1915 to the late Capt. W. Gordon McCabe, who has since died and left her a widow.

Living thus alone, these two elderly sisters’ joint incomes were put into a joint fund for their common support. Though their combined income was necessarily slender for women of their station in life, it was augmented by their brother, T. A. Cary, a man of large means, who made up all deficits, gave frequent presents, a trip abroad, etc., and they were thus enabled to help some poor relations and near friends.

In these circumstances, they agreed that “whichever died first should leave the other what she had,” and prior to Mrs. Daniel’s death Mrs. McCabe had made a will, giving all her property to Mrs. Daniel “for life, with a few minor bequests.”

Mrs. Daniel died August 3, 1915, leaving the will hereinbefore set forth, dated January 23, 1914, and an estate appraised at $23,000. At the death of her father and mother, Mrs. Daniel had no estate except the amount received from the insurance on her husband’s life. The estate of her father was not divided until after the death of her mother, when both estates were divided in kind at or about the same time. Upon this division, Mrs. Daniel and Mrs. McCabe each received in stocks and bonds $15,037.00 from their father’s estate, and $2,559.00 from their mother’s estate. There were some small cash distributions in order to equalize the partition, and there was a division of some dividends received during the course of administration. ' But neither of them received any substantial amounts of money from these sources. Afterwards, some of these stocks were sold for them by their brother, T. A. Cary, and the proceeds’ invested in two houses and lots in the city of [433]*433Richmond, which were conveyed to them jointly, and which constitute the source of the present litigation. T. A. Cary, who was a man of large means, died in 1920, five years after the death of his sister, Mrs. Daniel. At no time has any of the heirs of Mrs. Daniel laid claim to any interest in the houses and lots aforesaid, nor do they now, but they have at all times heretofore and do now concur in the claim of Mrs. McCabe that the said houses and lots- passed to her under the will of Mrs. Daniel. Mrs. McCabe has received all of the rents and profits from said houses and lots ever since the death of her sister, Mrs. Daniel, with the full knowledge and acquiescence of the other heirs of Mrs. Daniel. Shortly before the death of T. A. Cary, Mrs. McGabe received an advantageous offer for said houses and lots, which he advised her to accept, without claiming any interest therein, and which she did accept, but counsel for the purchaser raised the question as to whether or not the interest of Mrs. Daniel passed to Mrs. McCabe under the will of Mrs. Daniel, and as the will of T. A. Cary contained a residuary clause, although the said houses and lots are in no way mentioned or referred to in his will, this suit became necessary to determine the rights of all persons interested, and to clear up the title to the property.

[2, 3] The only reason anyone can have for making a will is to change the devolution of his property from that prescribed by the statutes of descent and distributions. Hence there is a strong presumption that the testator intended to dispose of his entire estate, and courts are decidedly averse to adopting any construction of a will which leaves a testator intestate as to any portion of his estate, unless compelled to do so. Coffman’s Adm’r v. Coffman, 131 Va. 456, 466, 109 S. E! 454. The judicial expositor, therefore, starts out with [434]*434this presumption. Furthermore, if the words of a will are of doubtful -meaning, and this doubt is not resolved by.

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Bluebook (online)
116 S.E. 485, 135 Va. 428, 1923 Va. LEXIS 24, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mccabe-v-carys-va-1923.