Sellers' Ex'or v. Reed

13 S.E. 754, 88 Va. 377, 1891 Va. LEXIS 47
CourtSupreme Court of Virginia
DecidedNovember 5, 1891
StatusPublished
Cited by14 cases

This text of 13 S.E. 754 (Sellers' Ex'or v. Reed) 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
Sellers' Ex'or v. Reed, 13 S.E. 754, 88 Va. 377, 1891 Va. LEXIS 47 (Va. 1891).

Opinion

Lewis, P.,

delivered the opinion of the court.

Whether a legacy, which is directed to be paid at a future time, is vested or contingent, depends upon the meaning of the testator (to be gathered from the whole will) to annex the time to the payment or possession only, or to the gift itself. In the former case the legacy vests immediately; in the latter it is contingent.

The rules upon this subject were fully stated in Major v. Major, 32 Gratt. 819, and need not be here repeated at large. According to those rules, the word “when,” like “at,” “if,” provided,” &c., in a testamentary gift of personalty, is a word of condition, denoting, unless qualified by the context, the time when the gift is to take effect in substance; so that if the legatee die before the period specified, the legacy is lapsed. Hence, while a legacy payable to the legatee at twenty-one, or any other age, is vested, i. e., debitain in preesenti, solrendtnn in futuro, a legacy to one, generally at twenty-one, or when he attains twenty-one, is contingent. But to the latter rule there are' some exceptions, one of which is that, if the intermediate interest is given to the legatee, or is directed to be applied for his benefit, the legacy is prima facie vested, this circumstance being considered as an indication of the testator’s intention that the legatee shall have the principal at all events. 1 Rop. Leg. 572; Hoath v. Hoath, 2 Bro. C. C. 4; Fonereau v. Fonereau, 3 Atk. 645; Hanson v. Graham, 6 Ves. 239; Cropley v. Cooper, 19 Wall. 167.

These rules as to legacies, however, which were borrowed from the civil law, do not altogether apply to devises of realty; and in a case like the present of a mixed gift of realty and personalty, the rules relating to devises control. Collier’s Will, 40 Mo. 287; Rancy v. Heath, 2 Patt. & H. 207.

In both classes of cases the" rule is observed that the law favors the vesting of estates, as also the rule that the intention of the testator will prevail over njerely technical words or [380]*380expressions. The courts, however, lean even more strongly in favor of the vesting of devises than of legacies. The former are always held to be vested, except estates in the devise of which a condition precedent is so clearly expressed, that to treat them as vested would be to decide in direct opposition to the intention of the testator. Hence, words of seeming condition, as “when,” “upon,” &c., are, if possible, held to have only the effect of postponing the right, of possession. And even though the devise be clearly conditional, yet the condition will be construed, if possible, as a condition subsequent, so as to confer an immediately vested estate, subject to be divested on the happening of the contingency. Hawk., Wills, 223, 237; 2 Min. Insts. 357.

Boraston’s Case, 3 Rep. 19, is an instance of the first sort. There the devise was to A and B for the term of eight years, with remainder to the testator’s executors until such time as H. B. should arrive at twenty-one years, and when he should come of age, then to him in fee. TI. B. died under age, and it was contended that the remainder did not vest in him, because he did not live to attain twenty-one years. But it was determined otherwise; that, is, that the word “ when ” in the devise applied only to the time, of enjoyment, and not to the vesting of the estate.

This and other like cases were followed in Goodtitle v. Whitby, 1 Burr, 228. That was a devise to trustees to lay out the rents and profits of the devised premises for the maintenance and education of the testator’s two nephews, during their minorities, and when aird as they should respectively attain the age of twenty-one, then to t-liein equally.

Lord Mansfield, in delivering judgment, said he would lay down two rules, which were these, viz.: (1) That wherever the whole property is devised with a particular interest, given out of it, it operates by way of exception out of the absolute property ; and (2) that when an absolute property js given, and a particular interest given in the meantime, as until or when, the [381]*381■devisee shall come of age, then to him, that that does not operate as a condition precedent, hut as a description of the time when the remainder-man is to take in possession. Accordingly, he held that the devise to the trustees was only an exception out of the absolute property given to the nephews, and that they took vested interests at the testator’s death. This was so plain, he said, that it would be a shame to cite cases upon it.

In Doe v. Lea, 3 T. R. 41, the devise was to trustees, and when M. L. should attain the age of twenty-four, then to him, &c. The devisee died under twenty-four, and it was contended in that case, also, that the word “ when ” operated as a condition precedent. But the whole court were of opinion that it did not, Lord Kenyon remarking that the question had been settled ever since Boraston's Case ; and the subsequent cases to the same effect are very numerous.

In the light of these principles, when applied to the will before us, the case is free from difficulty. Here the testator devises the whole property, real and personal, to his wife, charged with a trust for the benefit of all the children, until the youngest child shall attain the age of seventeen years. He then, in effect, directs that, upon the happening of that event, the absolute property shall go — one-third to the wife, and the rest to the children equally. His purpose, evidently, was to provide a home and support for the family until such time as, in his judgment, a division of the estate would be expedient, which time he specifies. There is nothing in the will to show that he intended to give anything contingently. All the children — 'certainly in respect, to the ulterior estate — are put upon a footing of exact equality ; nor is there anything indicating an intention to disinherit the offspring of any of them in any event. Yet such would be the consequence of sustaining the appellee’s view if any one of the children should marry and die, leaving issue, before the determination of the trust estate.

[382]*382This consideration had weight with Lord Mansfield, in Goodtitle v. Whitby, where he says : “ Here, upon the reason of the thing, the infant is the object of the testator’s bounty, and the testator does not mean to deprive him of it in any event. How, suppose this object of the testator’s bounty marries and dies before his age of twenty-one, leaving children, could the testator intend, in such event, to disinherit him ? Certainly he could not.”

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Bluebook (online)
13 S.E. 754, 88 Va. 377, 1891 Va. LEXIS 47, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sellers-exor-v-reed-va-1891.