Payne v. Payne

104 S.E. 712, 128 Va. 33, 1920 Va. LEXIS 91
CourtSupreme Court of Virginia
DecidedSeptember 16, 1920
StatusPublished
Cited by28 cases

This text of 104 S.E. 712 (Payne v. Payne) 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
Payne v. Payne, 104 S.E. 712, 128 Va. 33, 1920 Va. LEXIS 91 (Va. 1920).

Opinion

Prentis, J.,

delivered the opinion of the court.

W. P. Payne disposed of a large portion of his property by will in these words:

“Bandy, Va., June 1, 1914.
“I, W. P. Payne, being of sound mind and disposing memory make this my last will and Testament, first I have heretofore Deeded to my son J. Payne, what land I intend him to have and to my son C. C. Payne, what I intend him to have which Deed will be found along with this will, My Farm in the Seynken waters my Home place I will to my son B. I. Payne and Daughter Amanda B. Young and the heirs of their boddy. With the understanding that B. I. Payne conveys to my Daughter Julia Bell Young and the heirs of her boddy the land that I have heretofore conveyed to him and further that Amanda B. Young is to pay Julia [37]*37Bell Young two thousand dollars and the Home place is to be devided equally between B. I. Pain, & Amanda B. Young, and the heirs of their boddy, and the said B. I. Payne is to pay Auther Payne My Grand Son $1,000 when he arrives at the age of 25 years of age and my son C. C. Payne is to pay my Grand Daughter Merdel Payne $500 when she becomes 25 years of age my personal property I will to my wife. I know the children will not tun out and could not if they so wished.
“My Hotel property at Tazewell I will to all my living children, at my death I have give the matter considerable thought and have done the best I could and if they is any one not satisfied with what I have done he is to have nothing from my estate I have made it and feal that I have the right to do as I think best for all and I have tried to do that in making this my will and I hope they will all be satisfied and do well and add more to it, I feal that they think I ought to have made more for them but I have done the best I could for them so may God bless them is my Prayer.
“This is my signature.
“W. P. PAYNE.”

He left surviving him his widow, Theresa J. Payne, five children and two grandchildren. The value of the property distributed by deeds and by the will was $83,916.77, distributed as follows: To his children, J. Payne, $10,200; G. G. Payne, $9,700; B. I. Payne, $16,700; Amanda B. Young, $15,700; Julia Belle Young $12,400; to two grandchildren, George Arthur Payne, $1,000; Myrtle Irene Payne, $500, they being children of his deceased son, Scott Payne; and to his widow, Theresa J. Payne, $17,916.77. He died intestate as to three parcels of real estate: A tract of about 12 acres in Tazewell county, worth $600; a house and lot in the town of Tazewell, Va., which was conveyed to him after his will had been executed, about two months prior [38]*38to his death, worth about $3,000; and 19% acres of land in Wyoming county, W. Va., of small value.

The appellees, the two grandchildren of the testator, instituted their suit against the appellants, asking for partition of the residuum of their grandfather’s estate, and alleging in substance that the gifts to his five children by his will and by certain deeds were advancements, and that therefore these five children of the testator could not participate in the partition of such residuuhi of the estate unless they brought their advancements into hotchpot. They further allege that the gift of all of the personal property to the widow was greatly in excess of her property rights under the law, was in lieu of dower, and that the deed (referred to in the will) from W. P. Payne, the testator, to- his son, C. C. Payne, which was found along with the will after the death- of the -testator, purporting -to convey to C. C. Payne the brick residence property, had never been delivered, was therefore null and void as a deed, invalid as a testamentary disposition thereof, and that hence this property was a part of the residuum of-the estate undisposed of, and subject to- partition in that suit.

The answers denied that the gifts to the five children were advancements, that the property bequeathed to the widow was in lieu of dower, and that the deed from W. P. Payne to -C. C. Payne was null and void for lack of delivery, but alleged on the contrary that the deed had been delivered and was valid.

Upon the-hearing, the trial court held that the deed from W. P. Payne to C. C. Payne for the brick residence property was duly-delivered, was a valid deed, and that he acquired title to the property under the deed and will; and that this gift to C. C. Payne as well as the gifts to his other four children were advancements to them, and unless they would before the next term of court bring such advancements into hotchpot, then the grandchildren should take and hold in [39]*39fee simple absolute the real estate in Virginia as to which the testator died intestate; and that the gift to the widow was in lieu of dower. These five children having refuséd to bring such advancements into hotchpot, the court at the next term entered the decree adjudging the grandchildren entitled to the two parcels of real estate in Virginia of which W. P. Payne died intestate, and appointed a commissioner to convey the property to them. Of those decrees the appellants are here complaining.

The appellants assign two errors.

1. That the court erred in holding that these gifts, by conveyances and by will, by W. P. Payne to his children were advancements, and should therefore be brought into hotchpot in the partition of the real estate of which he died intestate.

[1] Under the Virginia statute the doctrine of hotchpot has been greatly enlarged. At the common law, it only applied when the decedent died wholly intestate, while under the Virginia statute (Code 1919, section 5278) it is only necessary that there be a partial intestacy. The statute reads thus: “Where any descendant of a person dying intestate as to his estate, or any part thereof, shall have received from such intestate in his lifetime, or under his will, any estate, real or personal, by way of advancement, and he or any descendant of his shall come into the partition and distribution of the estate with the other parceners and distributees, such advancement shall be brought into hotchpot with the whole estate, real and personal, descended or distributable, and thereupon such party shall be entitled to his proper portion of the estate, real and personal.”

[2-4] The intent of this statute is to bring about, as nearly as may be, an equal division of the estate of a decedent among his children or other descendants, except so far as he may have himself distributed his estate unequally. The descendant who has received an advancement is not re[40]*40quired to submit to a redivision of the property by giving up what he has''already received, but is only subjected to the alternative of so surrendering what he has received or of- being excluded from any participation in the residue of the decedent’s estate which has not been disposed of. Our statute is operative if the decedent dies intestate as to part of his property and one or more of his descendants who have received gifts by way of advancement, also claim the right to participate in the distribution of the property which has not been so disposed of, either in the lifetime of the decedent or by his will.

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Bluebook (online)
104 S.E. 712, 128 Va. 33, 1920 Va. LEXIS 91, Counsel Stack Legal Research, https://law.counselstack.com/opinion/payne-v-payne-va-1920.