Polen v. Baird

25 S.E.2d 767, 125 W. Va. 682, 1943 W. Va. LEXIS 42
CourtWest Virginia Supreme Court
DecidedMay 18, 1943
Docket9450
StatusPublished
Cited by3 cases

This text of 25 S.E.2d 767 (Polen v. Baird) is published on Counsel Stack Legal Research, covering West Virginia Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Polen v. Baird, 25 S.E.2d 767, 125 W. Va. 682, 1943 W. Va. LEXIS 42 (W. Va. 1943).

Opinion

Kenna, Judge:

This chancery proceeding was brought in the Circuit Court of Ohio County by Laura Baird Polen and four others, the children and heirs at law of William C. Baird, against R. Ellen Baird and Josiah W. Baird and wife, a half-sister and half-brother of John Baird, for the purpose of construing the will of John Baird who died in 1901, leaving personal property consisting mainly of farm equipment and in addition thereto his home consisting of a tract of 115 acres, located on what is locally known as “Boggs Hill Road”, and the buildings located thereon. The land disposed of by John Baird’s will was part .of a tract of 240 acres of which his father, Josiah Baird, had been seized and possessed at the time of his death intestate, a number of years before that of John Baird. *684 The other tract of 125 acres had been acquired by William C. Baird in the same manner that John Baird had come to own all of the tract of 115 acres, that is to say, by conveyances of the undivided interests of the other heirs at law by Josiah Baird.

The bill of complaint alleges that R. Ellen Baird and Josiah W. Baird and his wife were in possession of a tract of 115 acres, claiming title thereto as devisees under the will of John Baird, who at the time of his death was survived by his full sisters, Mary Allison and Jane Baird and by a half-sister and two half-brothers, R. Ellen Baird, Josiah W. Baird and William C. Baird, Mary Allison having died without issue and intestate, and William C. Baird having left the plaintiffs as his children and heirs at law.

The will in question is filed as an exhibit with the bill of complaint, the first paragraph of which contains the usual formal recitals, the second paragraph beginning as follows: “To my sister, Jane, I give and bequeath all that part of my farm lying south of the division line” (followed by a local description dividing 115 acres into a northern and southern boundary).

The third and fourth paragraphs of the will read as follows:

“I also give her one half of my personal property whatever it may be on the condition that she pay to my sister Mary Allison Twenty five dollars and to my Brother Jonah W. Baird Fifty Dollars, My Sister R. Ella Baird is to give to Mary Allison and Jonah W. Baird the same amount respectively, Twenty five and 5 Fifty dollars and this shall be their shares respectively.
“I give this property to my sister to have and to hold furing her life time and she may designate by her will who may recieve her share of the Estate providing only that she give it to my heirs that are nearest of kin.”

Skipping the fifth paragraph the sixth reads,

“ * * * I would recommend to my sisters Jane and Ella that they remember and give to *685 Wm. C. Bairds children as my heirs whatever they would take care of and would be useful to them and cause them to hold me in grateful remembrance”.

R. Ellen Baird and Josiah W. Baird filed their joint answer, and R. Ellen Baird filed a cross bill praying for the construction of the will of John Baird as it affected their interests and her power of appointment, if any, in so far as the northern part of the 115 acre tract was concerned.

Jane Baird died in 1938, intestate and without issue.

In his opinions, which are made a part of the record by the trial chancellor, it is not regarded as necessary to consider the sixth paragraph of the testator’s will beyond the effect it has in throwing light on the meaning of the phrase “my heirs that are nearest of kin” as used in the fourth paragraph. In this we think that he is plainly right, as the language of the sixth paragraph, we feel, is not sufficiently mandatory to create, under the rule generally recognized in this country, a directory trust, often referred to as precatory, it being plainly advisory. I Scott on Trust 152 et seq.; 1 Bogert on Trusts and Trustees 233 et seq.; Notes, 49 A. L. R. 10, 70 A. L. R. 326, 107 A. L. R. 896. However, disregarding the sixth paragraph of the will as a means of disposing of property, does not mean that that paragraph, as a help in construction, is to be ignored. To the contrary, the will is to be read as a whole, so that in arriving at the intention of the testator all of the language is to be weighed and considered, and the meaning attached to its use is to be determined by giving effect as far as possible, to its clauses as being interrelated and not as standing alone with a segregated meaning. Kello v. Kello, 127 Va. 368, 103 S. E. 633, 11 A. L. R. 322; Sweeney v. Security Trust Co., 116 W. Va. 344, 180 S. E. 897; Davis v. Davis, 118 W. Va. 328, 190 S. E. 331; Harris v. Eskridge, 124 W. Va. 283, 20 S. E. (2d) 465. The position of the appellants, as we understand it, is that the trial chancellor erred to their prejudice in regarding paragraph six as governing the *686 construction of paragraph two and thereby giving undue weight to a- merely advisory precatory clause. The appellants speak of that method of interpretation as placing the precatory clause in “a position of dominance” in the will’s construction. They reason that paragraph four contained a clearly defined power of appointment limiting the class of donees to the testator’s heirs who are nearest of kin, thus, under the circumstances existing at the time of Jane’s death, eliminating the children of a half-brother and confining the class to R. Ellen Baird and Josiah W. Baird, a half-sister and half-brother of the testator, and that to permit the language of paragraph six to enlarge the class of donees is to 'cut down a previously erected interest, claiming further that the word “give” as used in the admittedly precatory clause is confined to personal property, meaning heirlooms and the like.

We believe that the trial chancellor’s conclusion to view and consider every word appearing in the will before reaching a decision as to the interests thereby created was thoroughly sound, and we do not believe that that method results in destroying the “valid disposition of real estate by will” by permitting such a precatory provision to cast light upon the meaning of a preceding paragraph. Under the better rule, there has been no valid disposition until the entire instrument has been taken into account, and, therefore, there is nothing to tear down in considering the effect of even the last word or punctuation mark. Unless expressly precluded by the language of the will, the instrument is considered as a whole before any part thereof is given effect in any manner or to any extent.

As a matter of fact, we believe that one of the primary rules of construction applicable to testamentary instruments is, regardless of the property dealt with or of its material importance gauged in dollars, that where there exists inconsistency or contradiction between the different provisions of a will, the last appearing or written in, is controlling as representing the last expression *687 of the testator’s intention, to arrive at which is the primary purpose of all rules of interpretation and construction. Wise v.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Trina L. Janura v. John J. Janura, Jr.
West Virginia Supreme Court, 2021
King v. Riffee
309 S.E.2d 85 (West Virginia Supreme Court, 1983)
Crawford v. Crawford
296 A.2d 388 (Court of Appeals of Maryland, 1972)

Cite This Page — Counsel Stack

Bluebook (online)
25 S.E.2d 767, 125 W. Va. 682, 1943 W. Va. LEXIS 42, Counsel Stack Legal Research, https://law.counselstack.com/opinion/polen-v-baird-wva-1943.