Smith's Ex'or v. Smith

17 Va. 268
CourtSupreme Court of Virginia
DecidedJanuary 15, 1867
StatusPublished

This text of 17 Va. 268 (Smith's Ex'or v. Smith) 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
Smith's Ex'or v. Smith, 17 Va. 268 (Va. 1867).

Opinion

MOHCURE, J.

The question to be decided in this case is, whether the residuary clause of the will of Hugh Charles Smith embraces his real estate?

When a man makes his will the presumption, in the absence of evidence to the contrary, is, that he intends thereby to dispose of his whole estate. He often manifests this intention at the commencement of the will by *using such language as this:

[351]*351“I dispose of my estate in the following' manner.”

This or similar language in the beginning of a will has been held in several cases sufficient to enlarge the meaning of words used in the residuary clause so as to make them embrace real estate, though the words in their proper signification were more applicable to personalty, and that, even though the effect of such construction would be to disinherit the heir.

No such language was used at the commencement of the will in this case. And yet I think it plainly appears from the whole frame of the will, the manifest scheme of the testator, and the circumstances which surrounded him when he made his will, so far as they are disclosed by the record, that he intended by his will to settle and dispose of his whole estate.

He had when he wrote his will, which was a few days only before his death, the will being dated the 25th of July and recorded the 9th of August, 1854, no wife living, and only two children; his son H. Charles, then at the school for the feeble-minded at Boston, and his son Alfred Archibald, who appears to have been very young, though his precise age is not mentioned in. the will nor elsewhere in the record. These two children were naturally chief objects of the testator’s bounty. But he had a large estate, worth, after the payment of his debts, about $90,000, a little more than half in value of which consisted of realty, and there were living many brothers and sisters of himself and his wife, who, or most of whom, had large families, who were also chief objects of his bounty.

The will has all the formality of a perfect disposition of his whole estate, and the language used is sufficiently apt and comprehensive for the purpose. The introductory clause is just such a one as might be expected in *such a will. “I, Hugh Charles Smith, of Alexandria, Virginia, do made this my last will and testament, hereby revoking all others at any time by me heretofore made.”

The testator then proceeds to give to a beloved niece (on the side of his wife) Mary Jane Smith, who for some time had resided in his family, some specific articles, amounting in value to $1,800 or $2,000; to his friend the Rev. Joseph R. Wheeler, $200; and to his servant Addison Webster, $100; after which he provides for the chief objects of his bounty in the manner following, to wit: 1 ‘I give and devise to my friend J. P. Milledg'e of Boston,” &c. (See the will.)

The words “All the rest and residue of my estate” in the residuary clause of the will, are certainly in themselves comprehensive enough to embrace real as well as personal estate; and there could have been no question as to the testator’s meaning in this respect, if he had not coupled them with the immediately succeeding words, “which may at any time accrue and come to the hands of my executor, either from the lapsing of any of the aforesaid legacies or otherwise.” These additional words, without more, would have had the effect of confining the word “estate” to personalty; which alone, in the absence of other provisions of the will, could accrue and come to the hands of the executor. But the next clause, which nominates the executor, clothes him with extensive and important powers, duties and trusts in regard to the real estate, in these words : “I hereby grant him full power to sell or lease any or all of my real estate when, in his discretion and judgment, it may be right and proper. He is also authorized, when needed, to employ a clerk and also an agent to attend to the settlement of the estate, or to the preservation and management of the real property.” Here the testator, by the strongest possible language, *gives to his executor the control, management, possession and administration of his real estate, granting him full power to sell or lease any or all of it, according to. his discretion and judgment. Whatever might have been his relation to the real estate under such a will as this, anterior to the provisions of our statute law on the subject, there certainly can be no doubt but that under the Code he is chargeable with the real estate in his character of executor as much as he is with the personalty. Code, ch. 131, pp. 598, 599. The second section of that chapter declares, that ‘ ‘it shall be one of the duties of an executor or administrator by virtue of his office, and as such embraced by his official bond, faithfully to pay the rents and profits or proceeds of sale of real estate which may lawfully come to his hands, or to the hands of any person for him, to such persons as are entitled thereto.” Real estate is made by statute assets for the payment of debts like personalty, where it is not made equitable assets by will, and is liable like other assets in the hands of an executor or administrator whenever it or its proceeds come to his hands by the terms of the will, whether under a power coupled with an interest or a trust, or under a mere power, the distinction between which seems, as to this question, to be wholly immaterial. The real estate then, by the express terms of this will, is a part of the estate which accrued and came to the hands of the executor, and is therefore expressly embraced in the residuum.

I do not think there is any material force in the argument that as the person named as executor is also requested to act as guardian to the testator’s son Alfred, the powers given to him over the real estate may have been given to him in his character of guardian, and not in his character of executor. It is obvious from the nature of the powers, and from the terms of the particular ^clause which give them, and from the whole will, that the powers were given to him in his character of executor.

This being the natural and proper meaning of the words used in the residuary clause, the question to be now considered is, whether there be anything in the other [352]*352parts of the will, or- in the -whole will taken together, read by the light, of surrounding circumstances, which requires .us to - put upon those words a different meaning, and to confine them to the personal estate? So far from that, I think it will be found that the natural and proper meaning of the words.used in the residuary clause is confirmed by the rest of the will.

The will is certainly'not inofficious. The testator provides most amply for both of his sons. In regard to his feeble-minded son H. Charles, who, I suppose, in the nature of things, could have no family, and who therefore - required no provision for a longer period than his life, the testator gives $12,000 to trustees to be invested for the support and maintenance of his said son during life, expressing a desire that full and ample allowance should be made for that purpose; and if the fund thus set apart should prove to be insufficient for the support and maintenance of his ' said son, directing his executor to make up and provide for the deficiency out of the residue of his estate. Upon the death of his said son, the testator gives the said $12,000 and the unexpended increase thereof to the children-of his deceased wife’s brothers and sisters. There are two things observable in regard to this provision for the feeble-minded son, as materially bearing upon the question we are now considering.

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Bluebook (online)
17 Va. 268, Counsel Stack Legal Research, https://law.counselstack.com/opinion/smiths-exor-v-smith-va-1867.