Potts v. Rader

20 S.E.2d 690, 179 Va. 722, 1942 Va. LEXIS 269
CourtSupreme Court of Virginia
DecidedJune 8, 1942
DocketRecord No. 2545
StatusPublished
Cited by6 cases

This text of 20 S.E.2d 690 (Potts v. Rader) 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
Potts v. Rader, 20 S.E.2d 690, 179 Va. 722, 1942 Va. LEXIS 269 (Va. 1942).

Opinion

Hudgins, J.,

delivered the opinion of the court.

This appeal involves the question of the construction of the will of Fannie Lavinia Sheppard, probated on May 18, 1880. The pertinent parts of the will read: “I bequeath to my three nieces, viz: Ann Eliza Sheppard, Belle G. Sheppard and Kate E. Sheppard, and to my nephew Adam Empie Sheppard, and to my cousin Charles R. Darracott all the landed estate I have in the county of Henrico, consisting of two plantations, ‘Half Sink’ and ‘Ethelwood,’ * * * (subject however to the provisions hereafter made in this will) each of them, my three nieces and nephew, and cousin aforesaid, to have an equal interest in the same. And in case of the death of either of my three nieces or nephew aforesaid, I wish the portion that such decedent or decedents would be entitled to if living, to go to the heirs of the body of such decedent or decedents, should they have any such heirs, otherwise to the survivors and their heirs; but to my cousin Charles R. Darracott aforesaid, I leave his portion in fee simple upon the condition that he shall pay a debt of about ($2500) Twenty Five Hundred Dollars, which he procured from me as a loan, since the war; but should he prefer not to assume the payment of this debt, (upon these terms) then at his death his portion shall be subject to the same conditions as the other portions, viz: be divided among my three nieces and nephew aforesaid or their heirs.”

Three of the named beneficiaries died without issue. Two died leaving children. The dates of the deaths of the parties and the issue surviving are:

Charles R. Darracott died in 1885 without issue. Before [727]*727his death he declined to pay the $2500 debt. Hence, his portion of the two plantations passed to the three nieces and nephew, all of whom survived him.

Kate E. Sheppard married A. B. Guigon and died in 1898, leaving one son, A. B. Guigon, Jr.

Ann Eliza Sheppard married one Lurty and died in 1909 without issue.

Belle G. Sheppard married one Potts and died in 1930, leaving three sons, Joseph Schoolfield Potts, Jr., Adam Empie Potts and James Sheppard Potts.

Adam Empie Sheppard died in 1934 testate, unmarried and without issue.

The principal parties to this controversy are Joseph School-field Potts, Jr., Adam Empie Potts and James Sheppard Potts, the sons of Belle G. Potts (nee Sheppard), and the administrator c. t. a. of A. B. Guigon, Jr., who died October 4, 1936.

The question involved is whether Fannie Lavinia Sheppard died intestate as to the 1/5 portion of her estate devised for fife to Adam Empie Sheppard, who outlived his three sisters and cousin. The trial court entered a decree declaring that the testatrix died intestate as to the property devised to Adam Empie Sheppard for life. From that decree the three sons of Belle Sheppard Potts obtained this appeal.

This estate has been in litigation since 1881. Numerous decrees have been entered construing the will, dividing the property and distributing the income. Some of the decrees construing the will seem to be conflicting. Under these circumstances, we approach the solution of the question involved, first, by attempting to determine the intent of the testatrix from the will itself independently of the decrees entered in the cause; and, second, by ascertaining the extent to which we are bound by the earlier decrees from which no appeals have been taken.

The briefs of each of the parties contain numerous citations of authorities quoting the cardinal rules to be applied in the construction of wills. The intent of the testatrix is the polar star for the guidance of the court. This intent must be collected from the language of the will ex[728]*728amined as a whole, giving force and effect to every clause. It is not to be presumed that the testatrix used an unnecessary word or one to which no force can be given. Harrison on Wills, sec. 185; Shepard’s Heirs v. Shepard's Estate, 60 Vt. 109, 14 A. 536.

It is apparent from the language used in this will that the testatrix’s primary intent was to give the two plantations to the named beneficiaries for life and to create a remainder in the children of the respective nieces and nephew. These remainders were contingent upon each of the beneficiaries dying with issue surviving. In the event that this condition was not fulfilled, the gift over of the remainders was “to the survivors and their heirs.”

The words “and their heirs” used in this clause indicate words of inheritance or hmitation. However, the testatrix uses the word “heir” three other times. The context shows that she used the word “heirs” twice to denote children or issue of the nieces and nephew. The fourth and last use of the word “heirs” is in that part of the will creating a remainder of the 1/5 portion of the estate devised to the cousin, Darracott, for fife. This provision of the will reads: “* * * then at his death his portion shall be subject to the same conditions as the other portions, viz: be divided among my three nieces and nephew aforesaid or their heirs.” The testatrix in effect states that the meaning of the words “survivors and their heirs” is the same as “my nieces and nephew aforesaid or their heirs.”

In Chapman v. Chapman, 90 Va. 409, 18 S. E. 913, the testator gave his property to his wife for life and provided that, at her death, the property “should be sold by my executors, and the money arising from the same should be equally divided between my four children, above named, or their lawful heirs begotten of their bodies.” One of the children died before the life tenant. The question presented was whether the remainder became vested at the death of the testator or at the death of the fife tenant. This court, speaking through Judge Lewis, said: “In the present case the fact that the gift is to the children ‘or their lawful heirs be[729]*729gotten of their bodies’ does not make the gift contingent. The money arising from the sale of the property, after the death of the life tenant, was at all events to be equally divided into four parts, and paid to the testator’s four children ‘or their lawful heirs,’ See., which means that it was to be paid to the children living at the death of the life tenant, or to the representatives of such as might then be dead, the words ‘or their lawful heirs,’ &c., being words of limitation, and not the substitution of a new class of beneficiaries taking as purchasers from the testator. For to effectuate the intention of the testator we must read ‘and’ for ‘or,’ and give to the word ‘heirs’ its usual and legal signification.”

In Crews v. Hatcher, 91 Va. 378, 21 S. E. 811, the testator devised certain property to his wife for life, and created a remainder in the following language: “At the death of my said wife, Maria Updegraff, I direct that the remaining portion of my estate shall be equally divided among the said Edward M. Hatcher, Henry C. Hatcher and Sarah E. Clark, or their heirs respectively, upon which final division the said Edward M. Hatcher and Sarah E. Clark shall account to the said Henry C. Hatcher for one-third part of the real estate herein devised to them respectively, the value thereof to be estimated as of the date of which they may come in possession of the same.”

The residue of his estate was devised as follows: “I give and bequeath the residue of my real estate fronting on Crag-head street, in the town of Danville, Va., to Edward M. Hatcher and Sarah E.

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Bluebook (online)
20 S.E.2d 690, 179 Va. 722, 1942 Va. LEXIS 269, Counsel Stack Legal Research, https://law.counselstack.com/opinion/potts-v-rader-va-1942.