McCreery v. Johnston

110 S.E. 464, 90 W. Va. 80, 1922 W. Va. LEXIS 196
CourtWest Virginia Supreme Court
DecidedJanuary 24, 1922
StatusPublished
Cited by21 cases

This text of 110 S.E. 464 (McCreery v. Johnston) is published on Counsel Stack Legal Research, covering West Virginia Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
McCreery v. Johnston, 110 S.E. 464, 90 W. Va. 80, 1922 W. Va. LEXIS 196 (W. Va. 1922).

Opinion

Ritz, Judge:

John W. McCreery departed this life in the year 1917 leaving surviving him as his heirs-at-law five daughters, one son- and four grandchildren, offspring of a deceased son. He left a large estate which he attempted to dispose of by will, and it is some of the provisions of this will that we are now called upon to define.

The will gave to each of the children and grandchildren above mentioned legacies of particular sums of money, .-amounting in the aggregate to more than forty thousand dollars, and also devised to some of his children certain specific real estate, and' empowered the executors to sell any of his real or personal property for the purpose of raising a fund to -pay his debts and the particular legacies. Without making sale of any of the real estate, which consists of large holdings •of mineral lands in the county of Raleigh, all of the debts ■of the testator have'been paid, and all of the particular legacies have been discharged. The testator devised the residue [83]*83of his estate, one-seventh thereof to each of his five daughters, one-seventh thereof to his four grandchildren, children of his deceased son, and the other one-seventh to his executors, to be held for the use and benefit of his son John Earle McCreery, the plaintiff in this suit, •with the direction that his executors should hold this one-seventh for the use and benefit of his said son with the understanding that he could not charge it with any debts, and with the direction to pay him out of the same such amounts from time to time as might be proper for the support, care and maintenance of himself and his wife and children. Clause nine of the will provides as follows: “If any of my daughters die without leaving children, or if all the children of either of my daughters die without leaving or having any children, then the legacies, the devises and .bequests given in my will shall revert to my estate and be divided among my children or my descendants.” Paragraph ten of the will directed the executors to sell the real and personal estate and invest the same in the following language: ‘ ‘ I desire and direct my Executors to sell all of my real estate and personal property not given specifically in this will to my children and grand children owned by me or which I may die sized of, but in making sale of the same they are to use their best judgment when and how they shall do so, and invest the money at interest, on good security, real estate preferred, and pay to the legatees and devisees what I have herein given them, and pay to my son, John Early McCreery in the manner above stipulated, anil to my grand children as hereinbefore set forth. ’ ’ The questions here for decision are: What is the nature of the estate taken by the plaintiff John Earle McCreery? What estate do the testator’s five daughters take in the residue of his large estate? and, what are the duties of the executors under paragraph ten above quoted? The circuit court held that the plaintiff was entitled to take a full one-seventh of the residue of the estate free from any spendthrift trust attempted to be attached thereto; that the five daughters each took a one-seventh interest in the estate without the same being limited in any way by the provisions of paragraph nine above quoted; and that there was no' obli[84]*84gation upon the executors to convert the testator’s estate into money as directed by clause ten.

It is insisted by the plaintiff John Earle McCreery that the ¡ language used by his father in the will is not apt to create a ; spendthrift trust, and that even though the language used is j sufficient for that pfirpose, still it is ineffectual to that end; for the reason that it is an attempt to engraft such a trust ’ upon an equitable fee simple estate. That the will devises ; to the plaintiff an equitable fee simple estate cannot be ques- / tioned. The devise to the executors for the benefit of the plaintiff is of a full one-seventh of the estate without any limitations as to -time, and this devise is for the sole benefit of the plaintiff. This undoubtedly created in the plaintiff an equitable fee simple estate in one-seventh of the residue of the estate. Can such an estate be burdened or limited by having attached to it a spendthrift trust as was attempted in this case ? It must be borne in mind that all restraints upon alienation are against the policy of our law. The policy of the law is that all property should, so far as is possible, be free to be aliened or disposed of by the actual owner thereof. There are, of course, limitations upon this rule, but they are carried no further than the necessity of the occasion warranting them requires. One of the exceptions in this jurisdiction, and in most other jurisdictions in this country, is that an. owner of property may create what is popularly called a spendthrift trust for the benefit of some improvident relative or friend.

In England the validity of such trusts is denied, and the same is true in some jurisdictions in this country. However, the right of the owner of property to dispose of it in such a way that it will secure a maintenance to an improvident or impecunious relative, and save him from the effect.of his own prodigality is firmly established in this state by our decisions. Guernsey v. Lazear, 51 W. Va. 328; Hoffman v. Beltzhoover, 71 W. Va. 72. This relaxation of the policy of the law against the imposition of restraints upon alienation is allowed only to the extent necessary to aecompish the very laudable pur-póse of the owner of the property. The desire of a parent to make ample provision for a spendthrift child, whose habits of prodigality have been the result, most probably, of lack of. [85]*85parental eare, is recognized as presenting a gronnd sufficiently strong to overcome the public policy against restraint upon alienation. If the testator in this case had gone no further than was necessary to accomplish the purpose he desired, that is, if he had created only an equitable life estate in favor of his son, and then limited the uses of it to his support and maintenance, such a limitation would be upheld. The will in this case, however, creates an equitable fee simple' in the son in the property devised to the trustees for his benefit. The testator attempts to tie up not only the life estate in the property, but the whole estate. To uphold such limitation would be to withdraw this property from any practical use, at least during the whole life of the plaintiff in this case. This limitation imposes a restraint upon alienation far beyond what was necessary to accomplish the testator’s purpose of making provision for his son, and we are not disposed to relax this rule of public policy to any greater extent than is necessary to accomfplish the purpose which requires its relaxation. This conclusion is supported by the authorities so far as we have been able to examine them. In nearly all of the cases in which spendthrift trusts have been upheld only equitable life estates were attempted to be granted. The doctrine of all of these cases, however, is that a departure from the rule against restraints will only be ■ allowed to the extent necessary to accomplish the testator’s purpose. The case of fen-hen v. BrimMey, 94 Tenn. 721, is reported in 2 American & Bug. Dee. in Equity, at page 619, and there is attached to this report of the case an extensive monographic note upon this question of spendthrift trusts.

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Bluebook (online)
110 S.E. 464, 90 W. Va. 80, 1922 W. Va. LEXIS 196, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mccreery-v-johnston-wva-1922.