Patton v. Patton

112 S.E.2d 849, 201 Va. 705, 1960 Va. LEXIS 151
CourtSupreme Court of Virginia
DecidedMarch 7, 1960
DocketRecord 5036
StatusPublished
Cited by7 cases

This text of 112 S.E.2d 849 (Patton v. Patton) 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
Patton v. Patton, 112 S.E.2d 849, 201 Va. 705, 1960 Va. LEXIS 151 (Va. 1960).

Opinion

Spratley, J.,

delivered the opinion of the court.

J. W. Patton, eighty-eight years of age, died seized and possessed of considerable real estate. Included in his holdings was a three-fifths undivided interest in a tract of land in Wythe County called the McLauren Farm, containing about 313 acres, purchased jointly by himself and Elizabeth O. Patton, his wife, in 1920. On that farm was a dwelling' house which was maintained as a home by the owners during their lives. Mr. and Mrs. Patton were the parents of eight children who survive both of them. One child, Sarah J. Patton, unmarried, lived in the home of her parents until they died, and another child, C. Bascom Patton, lived there until his marriage subsequent to the death of his mother.

On October 31, 1944, Mr. and Mrs. Patton executed separate wills disposing of all their estates. The wills, identical as to date, form and structure, were also mutual and reciprocal in nature.

Mrs. Patton died in 1944, and her will was probated in the Clerk’s Office of the Circuit Court of Wythe County on December 14, 1944.

J. W. Patton remarried in 1950, and was divorced from his second wife a few months after the marriage. He died July 26, 1952, and the paper writing purporting to be his last will and testament was admitted to probate in the Clerk’s Office of the Circuit Court of Wythe County on August 5, 1952. On the same day an appeal from the order of probate was granted upon the application of several of his heirs at law. The appeal was docketed for hearing in the Circuit Court of Wythe County, and the issue thereby raised was, by consent of all parties, submitted to be heard and determined in this proceeding.

The paper writing purporting to be the last will of J. W. Patton, after providing in the first paragraph for the payment of all his debts and funeral expenses, contained the following further provisions:

“2nd. I give to my wife, Elizabeth O. Patton and my daughter Sarah J. Patton, my undivided interest in all of my real estate for the remainder of the life of my wife, and if my wife dies within five years of’my' death, then my daughter Sarah J. Patton, shall *707 hold the same and enjoy all of the rents and profits from the same for a full period of five years from my death.

“3rd. After the termination of the interest above given, I then give unto my daughter, Sarah J. Patton, and my son, C. Bascom Patton, my undivided interest in my home and all of my bottom lands and the field north of my house, which is known as the McLauren Farm, and described as follows:

“Beginning at Gallimore’s comer and running with his line north to the fence which encloses what is known as the Curfield fence, and with it to the corner of M. H. Patton’s land and P. C.. Shannanhan’s land; thence with Shannahan’s line to Cripple Creek and down the creek with my line to Gallimore’s corner on the creek; thence with Gallimore’s fine to the beginning; to have and to hold the same jointly in fee simple.

“I have preferred Sarah J. Patton and C. Bascom Patton because of advancements heretofore made by them to me.

“4th. I give, devise and bequeath, all of the remainder of my real estate equally and jointly, unto my other children, Bertha Dollinger, Emma L. Overstreet, George B. Patton, W. Edith Delp, M. H. Patton, and Effie M. Morrisett. The interest given to M. H. Patton is for life only, and at his death I give the same to D. B. Patton his son.

“5th. I give and bequeath unto my wife, Elizabeth O. Patton and my daughter Sarah J. Patton and my son, C. Bascom Patton, all of my personal property to be theirs equally.

“6th. I hereby appoint Sarah J. Patton and C. Bascom Patton as Executors and direct that no surety be required of them when they qualify and that no sales or settlement be required of them.”

The will of Elizabeth O. Patton contained items numbered 1, 4 and 6, identically the same as those found in like numbered items of her husband’s will.

In item 2, she devised to her husband and son, Bascom, all of her undivided interest in her real estate for the remainder of the life of her husband, and if her husband died within five years of her death, then to her son, Bascom, for a period of five years after her death.

In item 3, she gave, after the termination of the above estate, to Bascom and her daughter, Sarah, in fee simple, her undivided interest in her home and all of her “bottom lands and the fields north” of her house, with the identical description thereof as given in her husband’s will. This item contained the statement: “I have preferred C. *708 Bascom Patton and Sarah J. Patton because of advancements they made to me.”

In item 5, she gave to her husband and her children, Bascom and Sarah, all of her personal property.

On November 7, 1952, this proceeding was instituted by M. H. Patton, Edith P. Delp, and Bertha P. Dollinger, children of Mr. and Mrs. J. W. Patton, hereinafter referred to as appellees; against their brothers and sisters and the heirs at law or devisees of the latter, in which they alleged that their father died intestate, and prayed that a partition be made of the real estate of which their father and mother died seized and possessed, among the owners thereof, in the manner provided by law, and that the accounts of their parents be settled.

Sarah and Bascom Patton, sometimes hereinafter referred to as appellants, filed an answer and cross-bill. Their answer denied that J. W. Patton died intestate, and claimed that they were entitled to the land describee! in the fourth paragraphs of their parents’ wills. In support of their claim, they averred that a contract had been made between Elizabeth O. and J. W. Patton and themselves, wherein it was agreed, if Sarah and Bascom would assist their parents in malting payments due on the purchase price of the McLauren Farm, and stay at the family home and look after them, their parents would execute wills devising the above land to their children, Sarah and Bascom. The answer further alleged the performance of the agreement on the part of Elizabeth O. Patton, the performance of the agreement on the part of Sarah and Bascom, and the attempted performance by J. W. Patton.

In their cross-bill, Sarah and Bascom averred that they were entitled to equitable relief for money advanced and services rendered pursuant to their agreement, and that if the devise in the will of J. W. Patton to them should fail, a lien be established on the real estate of their father for such advancements and services. They also alleged that the will of J. W. Patton was a reciprocal will to that executed by his wife, and that both wills were executed pursuant to an agreement between Patton and his wife and Sarah and Bascom Patton; that upon the death of Elizabeth O. Patton, her will was probated at the instance of her husband; and that he availed himself of the benefits provided for him in the said will, and that his acceptance of the benefits accruing to him thereunder, pursuant to the contract, created a fixed obligation by which J. W. Patton was legally bound to execute his part of the agreement.

Appellees filed pleas of the statute of frauds, (§ 11-2, Code of *709

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Cite This Page — Counsel Stack

Bluebook (online)
112 S.E.2d 849, 201 Va. 705, 1960 Va. LEXIS 151, Counsel Stack Legal Research, https://law.counselstack.com/opinion/patton-v-patton-va-1960.