Norris v. Barbour

51 S.E.2d 334, 188 Va. 723, 1949 Va. LEXIS 243
CourtSupreme Court of Virginia
DecidedJanuary 10, 1949
DocketRecord No. 3413
StatusPublished
Cited by34 cases

This text of 51 S.E.2d 334 (Norris v. Barbour) 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
Norris v. Barbour, 51 S.E.2d 334, 188 Va. 723, 1949 Va. LEXIS 243 (Va. 1949).

Opinion

Eggleston, J.,

delivered the opinion of the court.

On June 17, 1932, C. E. Wager, then a resident of Washington, D. C., executed and delivered to John S. Barbour, [731]*731trustee, his bond in the sum of $20,000, payable one year after his death, with interest from maturity until paid at the rate of six per cent, per annum. The bond declared on its face that it was given and received, and that the proceeds were to be applied by the trustee according to the provisions of a certain declaration of trust that day drawn in duplicate and signed by Wager and the trustee.

The declaration of trust provided that “the object of this trust is, first, to secure” a personal indebtedness therein described as due to John S. Barbour, and “thereafter” to “make proper and irrevocable provision during my fife for certain of my brothers and sisters and their children.”

The trust agreement imposed upon the trustee the duty “upon the maturity of this bond” “to collect the same and devote the proceeds thereof” (1) to the payment to Barbour of Wager’s note of $1,000, dated June , 1932, payable on demand, or such portion thereof as might “remain unpaid when the said bond shall have been collected;” and (2) to divide the residue into seven equal parts, to be paid severally to each of Wager’s sisters therein named, or their descendants, and the descendants of certain of his deceased brothers therein named.

For his services the trustee was to receive “such compensation as may be proper, but in no event to exceed five percentum.”

This declaration of trust was signed, sealed and acknowledged both by Wager and Barbour.

On the same day Wager executed his will in which he named Barbour as his executor. He devised to his wife, Cornelia N. Wager, their house and lot therein described as “premises 1718 Euclid Avenue Northwest in the City of Washington,” “for and during the term of her natural fife in lieu of her dower, as well as of her distributive share in my estate should she survive me,” upon the condition that she pay the taxes and keep up the repairs on the property. He devised all the rest and residue of his estate to be divided into seven equal parts, to be paid to the same beneficiaries [732]*732and in the same proportions as those stated in the declaration of trust.

Several years later, by a deed in which his wife united, Wager disposed of the Euclid avenue property in Washington. He and Inis wife acquired in their joint names certain real estate in the town of Culpeper, Virginia, to which they removed and thereafter resided.

On October 21, 1943, Wager died and shortly thereafter his will was probated in the clerk’s office of the Circuit Court of Culpeper county. Despite the sale of the real estate in the city of Washington, in which he had devised her a life interest, he made no further provision for her in his will. Thereupon Mrs. Wager, in the manner provided by the statute (Code, sec. 5276, as amended), executed, acknowledged and recorded in the clerk’s office a renunciation of the will and her election to claim .such part of her husband’s real and personal estate as she would have been entitled to if he had died intestate. No children had been born of the marriage, nor had the couple or either of them adopted a child. Neither had been married before.

In August, 1944, Barbour, as trustee under the declaration of trust, and as executor named in the will, filed his bill in chancery, making as parties defendant the widow, the beneficiaries in the declaration of trust, and others, asking for the guidance of the court in the settlement of the estate and the administration of the trust. He alleged that notwithstanding the renunciation by the widow of the will, the trust was valid and sufficient to bar her dower and distributive rights in her husband’s estate. The distributees filed a joint answer adopting the allegations of the bill.

The widow filed a demurrer, answer and cross-bill, asserting in substance that the bond and trust were purely voluntary and unsupported by consideration deemed valuable in equity; that they were merely a scheme to defraud her of her expected distributive share in her husband’s estate, and that hence they should not be enforced. The demurrer was overruled. In the meantime the widow had died on [733]*733October 2, 1944, and the suit was revived in the name of Hannon E. Norris, her administrator.

The principal assignment of error, and that to which we will first direct our attention, is to the action of the court in decreeing that the $20,000 bond and declaration of trust constituted a valid claim which should be paid and discharged out of the assets of Wager’s estate.

According to the value of the personal estate as shown in the decree appealed from, the payment of the bond with accrued interest will exhaust that asset, leaving nothing to apply on the widow’s distributive share.

The appellants insist that the bond and trust are not enforceable in the present equitable proceeding “as a gift, because there was no delivery of property as required for a valid gift, but only a delivery of a promise.” They further say that the bond “cannot be upheld as a contract, for lack of consideration, as equity will refuse to accord to a seal a conclusive presumption of consideration contrary to actuality; a fortiori if by such accordance equity would be furthering a device to deprive a widow of her distributive share.”

The appellees, on the other hand, say that the bond and accompanying trust instrument, both under seal, executed and delivered eleven years before the death of Wager, constitute a valid debitum in praesenti, binding on him personally and on his estate.

Under the statutes of this State (Code, secs. 5273, 5276) the surviving spouse is given a distributive share in the surplus (after the payment of funeral expenses, charge of. administration and debts) of the personal estate of his or her consort who dies intestate. Code, sec. 5273, as amended, fixes the amount of this distributive share, depending upon whether the'intestate left surviving children or descendants of the marriage which was dissolved by the death of the intestate, or of a former marriage, or by legal adoption. Code, sec. 5276, as amended, fixes the amount of the distributive share where the surviving spouse renounces the will of his or her deceased consort.

In Minor’s Institutes, 2d Ed. Rev., Vol. 111, pp. 528, 529, [734]*734the distinguished author points out that these statutes have their origin in the common law which provided for the allowance to the wife and children of the intestate “reasonable parts (rationabiles partes)” in his estate.

As Mr. Minor points out, “So far as the children are concerned we have nothing like the doctrine of rationabiles partes, but as to the wife we have a statutory provision very similar to it, and doubtless suggested thereby.” (Vol. Ill, p. 529.)

The author then outlines the provisions of the Code of 1887, sec. 2557 (now Code, sec. 5273, as amended), and the Code of 1887, sec. 2559 (now Code, sec. 5276, as' amended). Under their present provisions these statutes give a corresponding right to the surviving husband as well as to the widow.

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Bluebook (online)
51 S.E.2d 334, 188 Va. 723, 1949 Va. LEXIS 243, Counsel Stack Legal Research, https://law.counselstack.com/opinion/norris-v-barbour-va-1949.