Simmons v. Gunn

157 S.E. 573, 156 Va. 305, 1931 Va. LEXIS 193
CourtSupreme Court of Virginia
DecidedMarch 19, 1931
StatusPublished
Cited by9 cases

This text of 157 S.E. 573 (Simmons v. Gunn) 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
Simmons v. Gunn, 157 S.E. 573, 156 Va. 305, 1931 Va. LEXIS 193 (Va. 1931).

Opinion

Prentis, C. J.,

delivered the opinion of the court.

We find no error in the decree from which this appeal is taken and therefore it will be affirmed.

The facts of the case and the reasons which support our conclusion are sufficiently stated in this opinion of the trial judge, Honorable William A. Moncure :

“The will of James F. Gunn was probated in this court on February 2, 1925, and consists of two paper writings. The original will, dated August 30, 1912, and a codicil dated October 1, 1924, are both wholly in the handwriting of the testator and signed by him.

“The single controversy here is what estate Mrs. Regina P. Simmons takes under the will and codicil.

“So much of the will as is necessary for the consideration of this matter is the eleventh item of the will and the codicil. They are as follows:

“ ‘Eleventh Item: I also direct that the residue or proceeds from my estate also personal estate be equally divided among my six children, viz: Edgar G. Gunn, Fred F. Gunn, E. Zollie Gunn, Mrs. Regina Simmons and Mrs. William Gray Watt-son, the two* daughters, and C. LeRoy Gunn, by my last wife, and a resident of Baltimore, Md.

“ ‘Richmond, Octo. 1-24.

“ ‘Codicil to my will.

“ ‘Referring to my will which is in my lock-box Planters Nat. Bank. Item: Where it mentions the distribution made by myself to my children, I will say this in reference to my daughter, Regina P. Simmons, who is in a hospital for treat[308]*308ment in a demented condition, with no prospects of recovery. I wish to say this the portion left to her I request it to be placed in the Va. Trust Company for distribution and name the Virginia Trust Co., as trustee, as long as she should live then at her death to revert to my several children living he or she. So under the condition of things her condition I think it best for her interest requesting my executors to act accordingly and I am sure Mr. H. Jackson will look after her interest.

“ ‘This codicil is written entirely by myself.

“ ‘James F. Gunn.’

“While decided cases are helpful, they are not necessarily controlling, because no two wills are alike; the words are different; the surrounding circumstances may be different; so that it may be truly said that each will is a law unto itself. However, after considering the entire will, the intention of the testator and the words used to express that intention, the court must give effect to that intention so expressed in the words of the testator, unless it violates some rule of law, or is against public policy.

“In Conrad v. Conrad’s Ex’or, 123 Va., at p. 716, 97 S. E. 336, the rule is thus stated: ‘The rule is elementary that the intention of the testator is the polar star which is to guide in the interpretation of all wills, and, when ascertained, effect will be given fi> it unless it violates some rule of law, or is contrary to public policy.’

“That intent is the polar star to guide in the interpretation of all wills, see also: Roberts v. Scyphers, 128 Va. 87, 104 S. E. 698; Bare’s Ex’ors v. Montgomery, 143 Va. 307, 130 S. E. 230; Wornom v. Hampton, etc., 144 Va. 541, 132 S. E. 344; Thomas v. House, 145 Va. 742, 134 S. E. 673.

“Chief Justice Prentis, in the case of Wornom v. Hampton, etc., supra, expresses the rule as follows: ‘All of the refinements of the law must yield to the power of the testator to [309]*309dispose of his property as he desires. When this intention, which is the guiding star, is ascertained and can be made effective, the quest is ended and all other rules become immaterial.5

“Other authorities to the same effect could be cited but the above suffice.

“The will must be construed as a whole, and effect must be given to all of the clauses, and all of the words, if it is fairly possible to do so, in view of the language used.

“In 1 Schouler on Wills, section 487, the author says: ‘A codicil is a part of a will, but with the peculiar function annexed of expressing the testator’s afterthought or amended intention. The codicil should be construed with the will itself; and from its -very nature it may as a context confirm, alter, or altogether revoke an intention expressed in the body of the instrument to which it is annexed.5

“In Harrison on Wills and Administration, section 193-(6), at page 385, the author says: ‘But in the case of a codicil to a will, the papers are executed at different times and the very object of the codicil very often is to make an alteration in the dispositions of the will. It is more or less to be expected then that there shall be some conflict between a codicil and a will, and, to the extent that there is a conflict,the provisions in the codicil prevail.' Citing: Dawson v. Dawson, 10 Leigh (37 Va.) 602; Hooe v. Hooe, 13 Gratt. (54 Va.) 245; Gordon v. Whitlock, 92 Va. 723, 24 S. E. 342; Miller v. Buchanan, 114 Va. 76, 75 S. E. 773, and other cases.

“So much of a will as is inconsistent with the codicil is revoked. Bosley v. Wyatt, 14 How. 390, 14 L. Ed. 468.

“What is the meaning of the word ‘revert5 as used by the testator in his codicil? It is not an accurate word but evidently it was his intention that the word ‘revert5 meant ‘pass to,5 or ‘go to.5

“The word ‘revert5 has been construed in many cases to mean ‘to go to5 or ‘pass to.' See Brown v. Guthery, 190 N. [310]*310C. 822, 130 S. E. 836; Marvel v. Wilmington Trust Co., 10 Del. Ch. 163, 87 Atl. 1014; In re Briggs’ Estate, 186 Cal. 351, 199 Pac. 322; In re Owen’s Will, 164 Wis. 260, 159 N. W. 906; Goerlitz v. Malawista, 56 Hun. 120, 8 N. Y. S. 832; Beatty v. Trustees, etc., 39 N. J. Eq. 463.

“With these observations in mind it is necessary to' find out the testator’s intent, and this must be done from the words used by the testator.

“It is clear from the eleventh item of the will that Regina P. Simmons took an undivided one-sixth part of the residue of his estate in absolute right. Did the codicil of October 1, 1924, alter or reduce the estate so given to Mrs. Simmons by the eleventh item; of the will? I think it did. The codicil starts out with reference to his will and the item relating to the distribution of his estate among his children. The codicil starts as follows: ‘Referring to my will which is in my lock box, Planters National Bank. Item. Where it mentions the distribution made by myself to my children.’ Manifestly the testator was referring to the will of August 30, 1912, and to the eleventh item thereof, whereby the residue of the estate was given to his six children in absolute right. The codicil next makes reference to his daughter, Regina P. Simmons and her demented condition with no prospects of recovery. No doubt he referred to her demented condition as a reason for making the change so to be made in the codicil he was then writing. Then he says in his codicil: T wish to say this the portion left to her I request it to be placed in the Virginia Trust Company for distribution and name the Virginia Trust Company as trustee as long as she should live then at her death to- revert to my several children living he or she.’

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Bluebook (online)
157 S.E. 573, 156 Va. 305, 1931 Va. LEXIS 193, Counsel Stack Legal Research, https://law.counselstack.com/opinion/simmons-v-gunn-va-1931.