Moore v. Holbrook

9 S.E.2d 447, 175 Va. 471, 1940 Va. LEXIS 192
CourtSupreme Court of Virginia
DecidedJune 10, 1940
DocketRecord No. 2238
StatusPublished
Cited by18 cases

This text of 9 S.E.2d 447 (Moore v. Holbrook) 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
Moore v. Holbrook, 9 S.E.2d 447, 175 Va. 471, 1940 Va. LEXIS 192 (Va. 1940).

Opinions

GREGORY, J.,

delivered the opinion of the court.

[473]*473Minnie B. Holbrook died leaving a last will and testament, which was written in her own hand. It was probated July 17, 1937, and is as follows:

“After all my just debts are paid, I will give and bequeath all my property both real and personal to my beloved husband Stockton S. Holbrook—All money due me from the government shall be his, and he is to put in claim for said money—One Liberty bond, I now hold is to be his, & he shall put in claim for said bond—He is to dispose of said property as he sees fit—If he chooses to sell it he may do so, in order he may be able to use it for his comfort. Should there be any thing left after his death I desire it to be given to the cemetery for the upkeep of our lot—I desire our names be put on the monument on our lot. The name of our infant child buried there also to be cut on said monument—The names will be found in the family Bible upstairs.
“There is a Silver bread tray, a cut glass bowl, & 1 half dozen side dishes & plates given me by Mrs. Ethel Wiley. I wish her daughter Dorothy Roland to have these, provided my said husband still has them in his possession at his death, my husband Stockton S. Holbrook is to be sole executor—No administrator is to be appointed. He shall handle all affairs—This is my own hand-writing.
“Given under my hand this 10th day of September, 1929. Minnie B. Holbrook.”

The testatrix was survived by her husband, Stockton S. Holbrook, and several brothers and sisters, her heirs at law. Her only child had predeceased her and was buried in a cemetery lot which had been purchased from the Fairfax Cemetery Association.

Two months after the death of the testatrix, her husband, Stockton S. Holbrook, died without having disposed of the estate during his lifetime, but he left a will which was duly probated, and in which he bequeathed all of his estate to his wife, Minnie B. Holbrook. This bequest, of course, lapsed because Mrs. Holbrook had predeceased him.

[474]*474Stockton S. Holbrook left surviving him a brother and sister and nieces and nephews as his heirs at law, and they are the appellees here. All necessary and proper parties were before the court.

It was alleged in the bill of complaint which was filed by the appellants, the trustees of the cemetery association, that by the will of Minnie B. Holbrook, her husband, Stockton S. Holbrook, took a life estate only with power to dispose of the estate for the purposes stated in the will, with remainder of the estate which had not been disposed of to the surviving trustees of the cemetery association.

The heirs at law of Stockton S. Holbrook filed a demurrer to the bill. They claimed that the will of Minnie B. Holbrook vested in her husband an absolute fee in all of her estate and that the remainder over to the trustees of the cemetery association was void. The cause was heard upon the pleadings and the demurrer was sustained. The bill was dismissed but the cause was retained in order to settle the two estates.

The present appeal, as already indicated, presents a question of law, which is whether Stockton S. Holbrook took only a life estate under the will of his wife with power of disposal or whether he took an absolute fee in her estate. If he took only a life estate the remainder over to the trustees of the cemetery association would be valid under Code, section 5147. If he took an absolute fee, section 5147 would not apply and the remainder would be void because repugnant to the fee.

A great deal has been written about the effect of (1) a remainder over after an estate for life coupled with power in the life taker to dispose of the estate, and (2) the effect of a remainder over after an estate given in general terms (i. e., where technical words, as “fee simple,” “and his heirs,” etc., are not used), with power of disposition.

In Virginia, prior to the Act of 1908 which amended section 2418 of the Code of 1887, a devise for life, or generally, with absolute power of disposition of the estate, created a fee simple by implication in the first taker, and [475]*475a remainder over of whatever was left at the death of the first taker was void.

The reason advanced for that view was that an unqualified power of disposing of property, conferred by will, should ordinarily be considered as a gift of the property. Thus Judge Tucker in the early case of Burwell’s Ex’rs v. Anderson, 3 Leigh (30 Va.) 348, said: “In this the law but corresponds with the dictates of common sense. Every man of ordinary capacity would understand a power to dispose of a thing as he pleased as a gift of the thing itself; hence every one who uses the phrase without qualification is understood by the law as intending a gift. The power of absolute disposition has indeed the eminent quality of absolute property. He who has the absolute property has inseparably the absolute power over it, and he to whom is given the absolute power over an estate acquires thereby the absolute property, unless there is something in the gift which negatives and overthrows this otherwise irresistible implication.”

Judge Harrison in his work, Wills and Administration, Volume 1, section 243 (5), says that from a gift in general terms with a power of disposition, the implication of a fee is much more readily drawn than in the case where there is an express gift of a life estate to which is added the power of disposition. In the first case although the power of disposition might seem to be a limited power, yet it will not be construed a life estate if any other reasonable construction can be made.

The general language used in the will in the case at bar: “I will give and bequeath all my property both real and personal to my beloved husband,” created in Stockton S. Holbrook a fee simple estate. The sentence, “He is to dispose of said property as he sees fit,” simply emphasizes the absolute control of the estate. Under this language he could actually consume the corpus. Down to this point in the will all of the language discloses a clear intention on the part of the testator to give her husband a fee in the estate. Then follows this sentence: “Should there be anything left after [476]*476his death I desire it to be given to the cemetery for the upkeep of our lot.”

The cemetery association was not a natural object of the testatrix’s bounty. The husband survived the testatrix only two months and during that time he did not dispose of the estate. If the appellants prevail the intention of the testatrix to give her property to her husband in fee will have been frustrated and all of it will go to the appellants for the upkeep of a cemetery lot.

The silver bread tray, cut glass bowl, and dishes, if the husband still has them at his death, the testatrix wished to go to Dorothy Eoland. We do not think that this wish manifests any intent on the part of the testatrix to limit or curtail the absolute estate she had already unqualifiedly given her husband in all of her property.

The clause relied upon as creating the remainder over is ambiguous. We cannot ascertain from the will whether the testatrix intended to give to the cemetery association all of her estate or just enough to take care of the upkeep of the lot. If only enough to-take care of the lot were intended to go to the cemetery association, then any surplus would become intestate property.

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Bluebook (online)
9 S.E.2d 447, 175 Va. 471, 1940 Va. LEXIS 192, Counsel Stack Legal Research, https://law.counselstack.com/opinion/moore-v-holbrook-va-1940.