McElroy v. Rolston

34 S.E.2d 241, 184 Va. 77, 1945 Va. LEXIS 131
CourtSupreme Court of Virginia
DecidedJune 6, 1945
DocketRecord No. 2945
StatusPublished
Cited by9 cases

This text of 34 S.E.2d 241 (McElroy v. Rolston) 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
McElroy v. Rolston, 34 S.E.2d 241, 184 Va. 77, 1945 Va. LEXIS 131 (Va. 1945).

Opinion

Spratley, J.,

delivered the opinion of the court.

Alice Wright, a maiden lady 77 years of age, who lived at Mt. Clinton, Rockingham county, Virginia, died on Feb[79]*79ruary 25, 1941, at the Rockingham Memorial Hospital, Harrisonburg, Virginia. She left an estate of about $9,000, consisting of a farm of 77 acres and some personal property.

After her death there was found in a locked secret drawer in her desk at her home a paper wholly in her handwriting, written with pen and ink, on one side of a lined sheet of legal cap paper, covering approximately two-thirds of the page. That writing contains the following language, in Unes and paragraphs as herein set out:

“June 6 1926
Alice Wright Mt Clinton Va This satment is writen buy my hand and it is as what I wont done with My Estate after my death first of all Dets shall be paid and also ever one that renders enny help in enny way I wont them two be paid And wont a nice Coifen & a good wood Box and have the Furnel at the house and I wont Paul Paid full wages for all work done that I have not Paid him for. and I wont sister Anna two have $10.00 ten dolors Monney and all of the reste of my Property Two Go Two the Memorel Hospile I name John Rolston for for the Man Two sede my Estate”

The writing was found after a search directed by Paul Wright, who had been told by Alice Wright, in 1926, that she had a will and had given him a “litde something” and the rest of her property to the hospital. She further told him that it was in her own handwriting and was in her desk.

Paul Wright is the “Paul” referred to in the paper, a third cousin of Alice Wright, whom at the age of nine she [80]*80had taken into her home to rear. With the exception of about one year he had remained continuously with Alice Wright, working her farm and residing thereon until her death.

The sister “Anna”, to whom a legacy of $10.00 is given in the paper, is Anna McElroy, sister of Alice Wright, and her nearest surviving relative.

The “Memorel Hospile” referred to is the Rockingham Memorial Hospital.

On February 25, 1941, the above writing was, in an ex parte proceeding, admitted to probate by the clerk of the circuit court of Rockingham county as the last will and testament of Alice Wright, and John H. Rolston qualified as executor thereof. An appeal from this probate was duly taken to the circuit court of Rockingham county by Anna McElroy on May 9, 1941. In March, 1941, for the purpose of obtaining a construction of the instrument and a settlement and distribution of the estate under the direction of the court, the present suit was instituted by the executor. Anna McElroy filed her answer denying that the paper constituted a valid last will and testament.

About a year later, Sue Wright, a distant cousin of Alice Wright, filed in the suit a petition alleging that ’ Alice Wright had executed a will subsequent to June 6, 1926, and that said will, which gave the principal part of the estate to her, had been lost or destroyed and could not be produced. Depositions were taken on the issue raised by this petition, and, it was later agreed that they might be considered, as far as pertinent, in the trial of the issues in this cause.

The judge of the Circuit Court of Rockingham county having disqualified himself from sitting in the case, the cause was duly transferred to the Circuit Court of Augusta county. The latter court, talcing up first the issue raised by Sue Wright, and, being of opinion that the evidence was insufficient to establish the alleged lost will, dismissed, her petition. From this decision no appeal was taken.

A jury being waived, the trial court,- on an issue of [81]*81devastavit vel non, to determine the validity of the alleged will, after considering the evidence, in a written opinion made a part of the record, held that the paper writing of June 6, 1926, was a valid will of Alice Wright,, and thereupon entered a decree affirming the order of probate of the clerk of the Circuit Court of Rockingham county. From that decree Anna McElroy perfected this appeal.

The appellant contends, first, that the evidence shows that Alice Wright did not execute the paper, writing with testamentary intent and, second, that she did not sign it in such a manner as to make it manifest that her name as placed thereon was intended as her signature.

The first contention needs little consideration. The instrument before us is a statement of the will and desire of Alice Wright, on June 6, 1926, as to the disposition of her property after her death, which even includes her wishes as to the kind of casket and the nature of the burial service to be held for her. It was written in her own handwriting, in language, incorrect in spelling, punctuation and grammar, but nevertheless capable of but one meaning, the meaning expressed above. Extrinsic evidence of her testamentary intent is conflicting, but that in support of lack of testamentary intent is, as said by the judge of the trial court, “unsatisfactory, inconclusive and untenable” and must give way to the clear intent of the writing itself.

The contention that Alice Wright did not sign the paper writing in such manner as to make it manifest that her name was intended as a signature is controlled by Virginia Code, 1942 (Michie), section 5229, as interpreted a number of times by this court.

The material part of Code, 1942 (Michie), section 5229, is as follows: “No will shall be valid unless it be in writing, and signed by the testator, * * * in such manner as to make it manifest that the name is intended as a signature; # * # ”

We have had frequent occasions to interpret this statute. The- rule to be applied" in the present issue is clearly ■ and [82]*82fully stated in the following cases: Ramsey v. Ramsey, 13 Gratt. (54 Va.) 664,. 670, 70 Am. Dec. 438; Roy v. Roy, 16 Gratt. (37 Va.) 418, 84 Am. Dec. 696; Warwick v. Warwick, 86 Va. 596, 603, 10 S. E. 843, 6 L. R. A. 775; Dinning v. Dinning, 102 Va. 467, 46 S. E. 473; Murguiondo v. Nowlan, 115 Va. 160, 78 S. E. 600; Meany v. Priddy, 127 Va. 84, 102 S. E. 470; Forrest v. Turner, 146 Va. 734, 133 S. E. 69; Hamlet v. Hamlet, 183 Va. 453, 32 S. E. (2d) 729.

It is essential to a valid will that there be testamentary intent and that testamentary paper be executed in accordance with the provisions of the statute. Both must concur. As succinctly stated in Warwick v. Warwick, supra: “The signing required by the statute must manifestly appear to be intended as a signature from the face of the instrument, which must appear, by internal evidence, equally convincing as the signing at the foot or end; that it must be manifest. The finality of the testamentary intent must be ascertained from the face of the paper, and extrinsic evidence is not admissible either to prove or disprove it”.

There was a holographic writing before us in each of the cases of Ramsey v. Ramsey, supra, Roy v. Roy, supra, Warwick v. Warwick, supra, and Hamlet v. Hamlet, supra, in which the author of the respective instruments had inserted his name in the opening clause or the beginning of the writing.

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Bluebook (online)
34 S.E.2d 241, 184 Va. 77, 1945 Va. LEXIS 131, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcelroy-v-rolston-va-1945.