Pigg v. Haley

294 S.E.2d 851, 224 Va. 113, 1982 Va. LEXIS 275
CourtSupreme Court of Virginia
DecidedSeptember 9, 1982
DocketRecord 800529
StatusPublished
Cited by9 cases

This text of 294 S.E.2d 851 (Pigg v. Haley) 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
Pigg v. Haley, 294 S.E.2d 851, 224 Va. 113, 1982 Va. LEXIS 275 (Va. 1982).

Opinion

COMPTON, J.,

delivered the opinion of the Court.

The focus of this appeal is upon the validity of an agreement, executed to settle uncertainties arising from the doubtful meaning of provisions in a will.

Edward F. Haley, a resident of Charlotte County, died testate on July 13, 1977, survived by his wife, appellee Eva F. Haley. The testator’s one-page holograph, duly probated shortly after his death, provides in part:

“Third: Whatever, land I may own, or intercst-in land including buildings, furniture farming equipment of all kinds, livestock of every description, automobiles, money in hand, or in banks, or owing to me, shall immediately upon my decease become the property of my wife, Eva F. Haley, to be used for her decent support during her natural life.
*116 “Fourth: It is my will and desire that upon the death of my said wife whatever residue of my estate either real or personal which she has not consumed or disposed of shall become the property of Garland D. Pigg.”

Appellant Pigg, a resident of Fairfax County, was a distant cousin of the testator.

At his death, Haley owned certain personal property and an undivided one-half interest in approximately 152 acres of land in Charlotte County; his wife owned the remaining one-half interest in the realty.

Because of doubt as to the meaning of the foregoing language in the will, the agreement in dispute was executed about two weeks after Haley’s death by the widow and Pigg. Drafted by an attorney, the operative portions of the agreement provide:

“1. That all personal property, both tangible and intangible, in the Estate of Edward F. Haley, shall be the sole and exclusive property of Eva F. Haley, with complete right to dispose of the same in any manner that she might deem fit, and the party of the second part relinquishes any interest that he might acquire under the will of Edward F. Haley, in this regard.
“2. That the interest in any real estate that Edward F. Haley died seized and possessed of in Charlotte County, Virginia, shall be construed as to give his wife, Eva F. Haley, a life estate therein exclusively, with the remainder over to Garland D. Pigg, upon her death, in fee simple and absolutely.”

Subsequently, the widow and appellees Donald F. Haley and Betty R. Haley, his wife, executed a real estate contract in May of 1979 for the sale by the widow to the Haleys of 30 acres from the 152-acre tract. Within a month, the present suit was filed by the widow and the Haleys against Pigg. By virtue of the contract, the Haleys claim “an equitable fee interest” in the 30 acres.

Alleging that the testator devised his one-half interest in the 152-acre tract to his widow to be “held by her in fee simple during her life with an absolute power of disposition and consumption,” the plaintiffs asserted in their bill in equity that Pigg “claims title to [the 30-acre parcel] adverse to plaintiffs.” The plaintiffs further alleged that the 1977 agreement constitutes a *117 cloud on both the legal and equitable title to the 30 acres. Asserting the agreement is unenforceable, the plaintiffs sought judgment quieting title in their favor, a declaration that the agreement is null and void, and an adjudication that Pigg has “no right, title, or interest in or to said property.”

Following an October 1979 ore tenus hearing, the trial judge ruled from the bench in favor of the plaintiffs, declaring the agreement void. The court found the agreement lacked adequate consideration. In the January 1980 final decree, from which we awarded Pigg an appeal, the court decided that the effect of the will “was to vest in [the widow] the right to consume and dispose of, by sale, gift, or otherwise, the property of’ the testator. Thus, the court implicitly held that Pigg received nothing under the will which he could relinquish in the agreement.

Upon appeal, as in the court below, the validity of the agreement depends upon the interpretation of the will. Our analysis, of necessity, will be in two steps. Initially, we must interpret the will. Because the words of the will are of doubtful meaning and the uncertainty is not resolved by reading the will as a whole, we will consider admissible extrinsic evidence to establish the relevant facts and circumstances that surrounded the testator at the time the will was executed. Salley v. Burns, 220 Va. 123, 128, 255 S.E.2d 512, 514 (1979). Next, we must address the issue of consideration and, in so doing, we will consider all the relevant circumstances disclosed by the record.

The pertinent facts are mostly undisputed. The widow presented all of the testimony for her side of the case. Pigg called as witnesses the attorney who prepared the agreement, a tax adviser of the testator, Pigg, and his wife.

The decedent and his wife married in 1937. He taught in an Alabama high school for a period of time and, because he was a native of Virginia, the couple moved to Charlotte County where both husband and wife worked. He farmed, taught, and sold life insurance; she was a registered nurse. During the 1940s, with their joint funds, the couple purchased the 152-acre “farm” in question, deeded to them “jointly” and without “a survivorship clause,” and later built a residence on the property. They worked on the farm together, and actually participated in the construction of their home.

As a hobby, the decedent engaged in genealogical research. During the 1940s, when he was teaching at Hargrave Military *118 Academy, the decedent “discovered” Pigg, a fourth cousin, while searching records in Chatham. Pigg, about seven or eight years old at the time, lived near Chatham with his parents. Thereafter, a close personal relationship developed between the decedent, who had no children, and Pigg, whose father died when he was a young person. Calling the decedent “Uncle Frank,” young Pigg regularly visited the decedent and his wife on their farm, staying for periods of time during the summer months.

After Pigg completed high school, the decedent helped Pigg during the 1950s obtain entry to Ferrum College, the decedent’s alma mater, and “arranged” for Pigg to have a scholarship there. Later, Pigg lived with the decedent and his wife while he attended one semester at Longwood College, where Mrs. Haley was employed as a nurse.

After finishing college, Pigg taught for a period of time at Staunton Military Academy. He married in 1962. Subsequently, Pigg, his wife, who was also a teacher, and their children spent a part of all the regular holidays—Thanksgiving, Christmas, Easter, and the summer—with the Haleys. The Piggs had possession of a key to the Haleys’ home so they could enter if no one was there when they arrived for a visit. When asked to describe the relationship existing between her husband and Pigg in 1964, when the will in question was written, the widow testified they were “friends” and “[reasonably close.” Pigg stated he and Haley had a “close” relationship.

After 1964, the decedent advanced Pigg $10,000 to purchase a 130-acre tract adjacent to the property in question.

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294 S.E.2d 851, 224 Va. 113, 1982 Va. LEXIS 275, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pigg-v-haley-va-1982.