Shackelford v. Shackelford

27 S.E.2d 354, 181 Va. 869, 1943 Va. LEXIS 235
CourtSupreme Court of Virginia
DecidedOctober 11, 1943
DocketRecord No. 2699
StatusPublished
Cited by18 cases

This text of 27 S.E.2d 354 (Shackelford v. Shackelford) 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
Shackelford v. Shackelford, 27 S.E.2d 354, 181 Va. 869, 1943 Va. LEXIS 235 (Va. 1943).

Opinion

Gregory, J.,

delivered the opinion of the court.

Is a will made by an unmarried man in which he makes a substantial bequest to a woman, not proven to be his intended wife at the time the will is made but whom he later marries, revoked by the marriage, under Code, section 5232 (Michie), or is revocation prevented in such case by virtue of Code, sections 5120 and 5121?

The court below has held that section 5232 is complete and absolute, and unqualifiedly revokes such a will; and that sections 5120 and 5x21 have no application whatever and are not to be considered.

The pertinent statutes read as follows:

“Section 5232. Revocation of wills by marriage.—Every will made by a man or woman shall be revoked by his or her marriage, except a will made in exercise of a power of appointment, when the estate thereby appointed would not, in default of such appointment, pass to tus or her heir, personal representative, or next of kxn.”
“Section 5120. Jointure in bar of dower; effect of conveyance or devise.—If any estate, real or personal, intended to be in lieu of dower, shall be conveyed or devised for the jointure of the wife, to take effect in profit or possession immediately upon the death of her husband and continue during her life at least, such conveyance or devise shall bar her dower of the real estate, or the residue thereof, and [872]*872every such provision, by deed or will, shall bg taken to be intended in lieu of dower, unless the contrary intention plainly appears in such deed or will, or in some other writing signed by the party making the provision.”

Section 5121, in part, is as follows:

“Election of widow to waive jointure and demand dower. —But if such conveyance or devise were before the marriage, without the assent in writing or during the infancy of the female, or if it were after marriage, in either case, the widow may, at her election, waive such jointure and demand her dower. Such election shall be made within one year after the death of the husband or within one year, after the admission of his will to probate where the provision is by will, * * *.”1

The facts are brief and are not in dispute. W. R. Shackelford, a prosperous business man died on November 21, 1940, at the age of 67 years. His first wife died in 1936. On May 1, 1939, he married a second time. This marriage was with Mrs. Edna B. Richmons, who was a beneficiary of a substantive bequest in his will which is involved here. He made his will on May 16, 1938, about a year prior to the marriage. After the marriage, Mr. Shackelford lived with his wife about a year and a half until his death. He was possessed of a substantial estate and made bequests to brothers, sisters, nephews, a business associate of long standing, and to Mrs. Edna B. Richmons. To her, he bequeathed the sum of $10,000. The residuum of the estate, if any remained, was left to the named legatees ratably in accordance with the respective amounts specifically bequeathed them.

He left no surviving children of this or the former marriage. At the time the will was made, Mr. Shackelford was a patient in a hospital. He and Mrs. Richmons at that time became acquainted and she befriended him, and later they were married. During their married life he steadily declined [873]*873physically until his death, but he maintained his mental vigor to the end.

At common law, the marriage of a man and the birth of a child subsequent to the making of a will by him had the effect of revolting such will. The rule was borrowed from the civil law, and the reason assigned for the implied revocation was, that the subsequent marriage and the birth of a child effected such a change in the circumstances of the testator that it was presumed that he must have intended to alter the disposition of his property. 28 R. C. L., Wills, section 146.

Section 5232 is an old statute. It was taken from the statute of 1 Victoria, ch. 26, sec. 18, and was carried in the Code of 1849. It has appeared unchanged in every subsequent Code. The annotator of the Code of 1919 states that the conflict of decisions in Wilcox v. Rootes, 1 Wash. (1 Va.) 140, and Yerby v. Yerby, 3 Call (7 Va.) 334, and the evils resulting therefrom, led to this statute. All through the many sessions of the General Assembly and the many Code revisions no change has been made in it. Under it many wills have been revoked over the years.

The court has held in Phaup v. Wooldridge, 14 Gratt. (55 Va.) 332, and Hale v. Hale, 90 Va. 728, 19 S. E. 739, that the will of an unmarried man, in the first case, and of an unmarried woman, in the second, were, under section 5232, unqualifiedly revoked by their subsequent marriage. The subsequent marriage of the testator ipso facto revokes his will. Mr. Harrison in his Wills and Administration, Vol. 1, sec. 117, says “The statutory provision is peremptory and makes no exception.”

In West Virginia, a testator made a will in contemplation of marriage and in it provided for the woman he intended marrying. He expressly referred to his future marriage. He then married the woman for whom he had provided in his will. The court held that (under the West Virginia statute (Ch. 77, sec. 6, Barnes 1923), which is identical with our section 5232,) the will was revoked by the marriage, even though the testator expressed the intention that the [874]*874will should continue to be in effect after his marriage. Francis v. Marsh, 54 W. Va. 545, 46 S. E. 573. It is true the jointure statutes were not invoked in that case and it is also true, according to Mr. Harrison,—Vol. 1, sec. 37(2) — that West Virginia has no amendment to its statute on jointure similar to our amendment of 1866, to the effect that every such provision by deed or will shall be taken to be intended to be in lieu of dower unless the contrary intention plainly appear in such deed or will.

The case at bar is a much stronger one for revocation than was the West Virginia case, for here, as later will be made to appear, there was no evidence of any intent on the part of Mr. Shackelford that his will should survive his marriage, as was the case in Francis v. Marsh, supra.

Jointure originally consisted of an estate of freehold in land, created before marriage, to take effect in possession or profit immediately on the death of the husband, in satisfaction of dower, and the intention to bar dower must have appeared in the deed. It was an absolute bar only when made before marriage. If it were made after marriage, it only put the wife to her election whether to accept the provision or claim dower. Harrison on Wills and Administration, section 37(1). By the Virginia statute, section 5120, the estate may be personal as well as real. Land v. Shipp, 98 Va. 284, 36 S. E. 391, 50 L. R. A. 560; 2 Min. Inst. (4 ed.) 177. And if the conveyance or devise were before the marriage, without the assent in writing, or during the infancy, of the female, the widow is put to her election to waive jointure and demand her dower. (Section 5121.) Under section 5276 the survivor may elect to renounce any provision made for him or her in the consort’s will, but that section is not involved here.

The original conception of jointure was an estate conveyed to the prospective husband and wife, jointly and before the marriage, by another person.

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27 S.E.2d 354, 181 Va. 869, 1943 Va. LEXIS 235, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shackelford-v-shackelford-va-1943.