McDonald v. McDonald

194 S.E. 709, 169 Va. 752, 1938 Va. LEXIS 245
CourtSupreme Court of Virginia
DecidedJanuary 13, 1938
StatusPublished
Cited by3 cases

This text of 194 S.E. 709 (McDonald v. McDonald) 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
McDonald v. McDonald, 194 S.E. 709, 169 Va. 752, 1938 Va. LEXIS 245 (Va. 1938).

Opinions

Holt, J.,

delivered the opinion of the court.

We are to determine the effect on dower rights of a deed from a husband to his wife made in circumstances to be noted.

In September, 1935, Bertie McDonald, widow of A. B. McDonald, filed her bill in this cause. To it J. S. McDonald, [754]*754Mary McDonald, Wm. L. McDonald and Geo. B. McDonald were made parties defendant. They are the children of A. B. McDonald by a former marriage. He died intestate in October, 1934, and was at that time the owner in fee of a tract of about 200 acres of land in Giles county. The purpose and prayer of this bill is to have dower assigned in the land decedent owned at the time of his death. These defendants in their answer and cross bill contend that this widow has no right to claim dower and for these reasons: They say that after marriage, A. B. McDonald bought and paid for, out of his own funds, a tract of 77% acres of land, the purchase price being $4,500, and that by his direction conveyance was made to his wife for her life, with remainder to himself in fee. A copy of that deed is exhibited with the cross bill. This they contend was in lieu of dower.

A replication to the cross bill was filed, admitting in substance the facts there stated, but denying their legal effect. No testimony was taken, but the cause was heard upon the issues thus made.

The chancellor, upon consideration, was “of opinion that complainant is entitled to all the relief prayed for in her bill” and so decreed.

There was a petition to rehear. Upon its consideration, he adhered to his conclusions first reached, and so decreed. Hence this appeal.

What is jointure, and how did it come about?

“Soon after the first introduction of uses into England (in the latter part of the reign of Edward III, about A. D. 1370), and while they were as yet only equitable estates, they became so prevalent by reason of the escape they afforded from many of the feudal burdens attaching to the legal title held by feudal tenure, * * *.” Minor on Heal Property, section 320.

The wife was not dowable of uses, for they were equitable estates.

This situation brought about the statute of Uses of 27 Hen. VIII, c. 10:

[755]*755“But when the statute of Uses (27 Hen. VIII, c. 10) was enacted, its chief object was to convert uses into legal estates, in which in the main it succeeded. In consequence of this enactment the husband at once became legally seised, of the lands he had held before only by way of use, and all the then wives in England, who had such marriage settlements as above described, would themselves have had a joint estate at law such as they would before have in equity. Furthermore, the equitable estate of inheritance belonging to the husband having been thus converted by the statute into a legal estate of inheritance, the then wives would become dowable in those lands, as well as entitled to the jointure created by the marriage settlement, and would thus have received a double provision, had not the statute of Uses itself, in anticipation of this difficulty, declared that a jointure, provided it had certain attributes, should constitute an absolute bar to the widow’s dower. * * *” Id.

Blackstone thus defines jointure, Book II, section 184:

“A jointure, which, strictly speaking, signifies a joint estate, limited to both husband and wife, but in common acceptance extends also to a sole estate, limited to the wife only, is thus defined by Sir Edward Coke; ‘a competent livelihood of freehold for the wife, of lands and tenements; to take effect, in profit or possession, presently after the death of the husband; for the life of the wife at least.’ This description is framed from the purview of the statute 27 Hen. VIII, c. 10 (1535), before mentioned; commonly called the statute of uses, of which we shall speak fully hereafter.”

Its requisites were:

“But then these four requisites must be punctually observed: 1. The jointure must take effect immediately on the death of the husband. 2. It must be for her own life at least, and not pur autre vie (for the life of another), or for any term of years, or other smaller estate. 3. It must be made to herself, and no other in trust for her. 4. It must be made, and so in the deed particularly expressed to be, in satisfaction of her whole dower, and not of any particular part of it. If the jointure be made to her after marriage, [756]*756she has her election after her husband’s death, as in dower ad ostium ecclesiae, and may either accept it, or refuse it and betake herself to her dower at common law; * * Id. section 185.

In Tiffany on Real Property (2d Ed.), section 226, the requirements are thus stated:

“* * * (1) It must commence immediately on the death of the husband; (2) it must be an estate for the wife’s life, at least, and not a smaller estate; (3) it must be made to herself, and not in trust for her; (4) it must be made, and expressed to be, in satisfaction of her whole dower, and not of a part; (5) it must be made before marriage. * * *”

To the same effect see Minor on Real Property, section 321.

These American authorities hold that it must be made before marriage. Blackstone indicates that it might be made after 'marriage, but if made after marriage, she is put to her election. She might hold to what she had taken or she might take what the law gave her by way of dower. Since she was put to her election, she could not enjoy both estates.

The statutory requirements for jointure in Virginia differ materially from those of the English statute of Uses. Code 1936, section 5120, reads:

“Jointure in bar of dower; effect of conveyance or devise. —If any estate, real or personal, intended to be in lieu of dower, shall be conveyed or devised for the jointure of the wife, such conveyance or devise shall bar her dower of the real estate, or the residue thereof, and every such provision, by deed or will, shall be taken to be intended in lieu of dower, unless the contrary intention plainly appear in such deed or will, or in some other writing signed by the party making the provision.”

It may consist of any estate, real or personal, intended to be in lieu of dower, either conveyed or devised, and every such provision shall be taken as intended in lieu of dower, unless the contrary intention plainly appears in the deed [757]*757or will, or in some other writing signed by the party making the provision.

Under the English statute the bar is absolute. In Virginia, if the conveyance or devise be before marriage, without the woman’s assent in writing or while she is yet an infant, or during coverture, she may waive jointure and demand dower. She is put to her election. Code 1936, sections 5120, 5121.

It will be observed (and this is important), that under the English statute jointure must take effect immediately upon the husband’s death. We have no such statutory requirements. Of course if an election may be made, it should not be made before that time, for if it were, the husband might thereafter acquire property which would have made an earlier settlement grossly inequitable. It is not until his death that a decision is possible, based upon final value of dower released, and it is doubtless for this reason that a decision is there postponed.

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Bluebook (online)
194 S.E. 709, 169 Va. 752, 1938 Va. LEXIS 245, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcdonald-v-mcdonald-va-1938.