McKinsey v. Cullingsworth

9 S.E.2d 315, 175 Va. 411, 1940 Va. LEXIS 184
CourtSupreme Court of Virginia
DecidedJune 10, 1940
DocketRecord No. 2233
StatusPublished
Cited by20 cases

This text of 9 S.E.2d 315 (McKinsey v. Cullingsworth) 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
McKinsey v. Cullingsworth, 9 S.E.2d 315, 175 Va. 411, 1940 Va. LEXIS 184 (Va. 1940).

Opinion

Spratley, J.,

delivered the opinion of the court.

We are called upon to construe the provisions of a last will and testament. The will, a holographic writing, dated August 29, 1932, and probated October 6, 1932, is wholly contained in the following language:

“Vennor im verry sick if anything happen to me you look after me as you did Douglas I dont think I can get well Vennor I want you to have my home and every thing and you and you take care of Lula the best you can
“Younr Aunt Addie J. Smith.”

The “Vennor” mentioned in the will is the defendant, Vernon S. Cullingsworth, and Lula is the plaintiff, Lula Talley McKinsey. They are brother and sister and, respectively, nephew and niece of the testatrix.

There being no executor named in the will, Cullingsworth was appointed and qualified as administrator c. t. a. of the estate on the day the will was probated.

[414]*414Lula T. McKinsey, hereinafter referred to as the plaintiff, on January 19, 1938, more than five years after the entry of the probate order, filed her bill of complaint against the defendant, individually, and as administrator c. t. a., praying that the defendant should be declared a trustee for the benefit of the plaintiff of a portion of the estate of her aunt.

The defendant demurred to the bill upon the grounds that it was without equity and that the plain language of the will showed that the testatrix left all of her estate in fee simple to him and disclosed no intention to charge it with any trust in favor of the plaintiff.

Before the trial court ruled on the demurrer, the plaintiff filed an amended bill in which she set out that she was the favorite niece of the late Addie J. Smith and had been repeatedly told by Mrs. Smith that she was to be the recipient of all of her property. In support of that allegation, the bill averred the contents of a letter from the testatrix to the plaintiff, dated August 19, 1932. The estate of the testatrix consisted of a dwelling in the city of Richmond and money in the bank, the value and the amount thereof not being stated.

The defendant demurred to the amended bill, assigning the grounds of his first demurrer and the further ground that the additional matter alleged was immaterial, irrelevant and inadmissible. The trial court sustained both demurrers and dismissed the original and amended bills.

The principal question for our decision is whether, under the language of the will, the testatrix intended to devise to the defendant an absolute estate in all of her property or whether she intended the devise to be subject to a charge for the support and maintenance of the plaintiff.

It seems unnecessary to repeat here the cardinal principles which govern the construction of wills. The intention of the testator must be derived from what he has actually said, and not from what it may be supposed he intended to say. If the words and language of the testator are clear, the will needs no interpretation. It speaks for itself. It is only when the words and provisions of a will [415]*415are ambiguous in expression that we must undertake to find the intention of the testator. Hurt v. Hurt, 121 Va. 413, 93 S. E. 672; Widgeon v. Widgeon, 147 Va. 1068, 133 S. E. 353; Rinker v. Trout, 171 Va. 327, 198 S. E. 913.

The presumption is that a testator uses words in their ordinary meaning. They are then to be taken to mean what he says. This is not to be affected by the mere fact that, when so construed, they may seem to others to be unjust and unreasonable. The essential object of a will is to enable a person to dispose of his property as he may see fit. If that intention is clearly expressed in the will, we need go no further. We cannot make a will for him. We do not know what his secret motives are.

It is evident that the will under review was written by a person of limited education and with little or no knowledge of law. The language used, however, is plain and unambiguous. The testatrix said she was a sick woman. She did not expect to recover from her illness. She desired Cullingsworth to give her the same attention that she approved on his part toward a certain Douglas. As a reward or as an inducement for this, or from some secret motive, she then said, “I want you to have my home and every thing.” She did not give any specific property or estate to her niece, Lula, the plaintiff. She simply said, “you take care of Lula the best you can.”

Counsel for the plaintiff earnestly contends, in his able argument and brief, that the words “you take care of Lula the best you can,” are precatory words used in an imperative sense, thus creating a trust upon the estate in favor of the plaintiff.

The books are replete with cases dealing with precatory trusts. There are many precedents involving the use of certain words indicating the desire or wish of a testator. The only help we can get from the precedents, however, is the application of their general principles to the facts of the particular case.

The tendency of modern decisions, in many jurisdictions, is to require more than the mere use of precatory [416]*416words to stamp a trust upon an estate given to another. This relaxation of the older English rule, which gave precatory words almost as much potency as words of unqualified command, is favored in Virginia. Farmers Bank v. Kinser, 169 Va. 69, 75, 192 S. E. 745.

“In determining whether the precatory words are used in the sense of command, the intent of the testator, as disclosed in the entire will by the application of the general rules of construction, govern. If the language used by the testator constitutes mere words of suggestion and advice it does not create a trust. If the words are intended as words of command although expressed in the form of suggestion and advice they create a trust.” 1 Harrison’s Wills and Administration, page 566, section 280.

See also, 69 C. J., Wills, page 716, section 1832 and Annotation on Precatory Trusts, 49 A. L. R. page 12.

Another requirement of a valid precatory trust is that the testator must point out with clearness and certainty the subject-matter of the intended trust. If the subject-matter of the supposed trust is so uncertain as to be incapable of enforcement by a court of equity, no trust will be created.

With the foregoing principles in mind, we will consider the clause, “you take care of Lula the best you can.” The subject-matter out of which the care is to be provided for Lula is uncertain. The language of the will does not provide that Lula shall be cared for out of the proceeds of the testatrix’s property. The care provided for is not only discretionary on the part of the defendant, but is contingent upon his ability to help her, and subject to his own needs. It is a suggestion of the interest of the testatrix in Lula, which goes so far, and only so far, as to suggest to Cullingsworth the extent of the help to be given to Lula, an extent limited and restricted by his own circumstances. It suggests a course of conduct, but imposes no legal obligation on him to provide for her out of the property devised. The testatrix doubtless wanted the defendant to give some [417]*417care to Lula, but she did not go to the extent of charging her estate with that responsibility.

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Bluebook (online)
9 S.E.2d 315, 175 Va. 411, 1940 Va. LEXIS 184, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mckinsey-v-cullingsworth-va-1940.