Southworth v. Sullivan

173 S.E. 524, 162 Va. 325, 1934 Va. LEXIS 248
CourtSupreme Court of Virginia
DecidedMarch 22, 1934
StatusPublished
Cited by15 cases

This text of 173 S.E. 524 (Southworth v. Sullivan) 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
Southworth v. Sullivan, 173 S.E. 524, 162 Va. 325, 1934 Va. LEXIS 248 (Va. 1934).

Opinion

Epes, J.,

delivered the opinion of the court.

Benjamin F. Marshall died in March, 1909, without issue, leaving a will dated February 26, 1907, the material parts of which read:

“I give and bequeath to my beloved wife Louisa Marshall my entire estate both real and personal of every description to have in fee simple to use as she may best see fit for her maintenance while she may live even if it consumes all.
“Whatsoever may be left at her death I desire shall go to my beloved niece and adopted daughter Yerna E. Southworth save any article of personal property as she may see fit to bestow upon some friend that kindly considered her in her last days.”

Verna E. Southworth was the testator’s niece, who lived with him and his wife in their home and was commonly spoken of by him as his adopted daughter. She was not related by blood to Mrs. Marshall.

At the time of his death Benjamin F. Marshall owned a lot with a dwelling thereon in the city of Richmond, [329]*329Virginia, known as 2613 East Clay street. Mrs. Marshall died intestate in 1929, without having disposed of this property. After her death Verna E. Southworth (who was in possession of the property) filed her bill in chancery against Fannie Sullivan and the other heirs of Mrs. Marshall to have the court construe and declare the. legal effect of the will of Benjamin F. Marshall, and determine whether the title to 2613 East Clay street passed upon the death of Mrs. Marshall to her (Verna E. Southworth) under the will of Benjamin F. Marshall, or by descent from Mrs. Marshall to her heirs.

The case was submitted to the court on the pleadings. The court decreed that Mrs. Louisa Marshall took under the will of Benjamin F. Marshall a fee simple estate in all his property; that the remainder which the testator attempted to givé to Verna E. Southworth was void, and that upon the death of Mrs. Marshall the property here in question passed by descent from her to her heirs. From this decree Verna E. Southworth has appealed.

She contends that the court erred in not holding that the limitation over to her was rendered valid by chapter 146, Acts 1908, p. 187, amending section 2418,1 Code Va. 1887, which became effective June 26, 1908. Section 2418, as amended by this act, reads as follows:

“Any interest in or claim to real estate may be disposed of by deed or will. Any estate may be made to commence in futuro, by deed, in like manner as by will, and any estate, real or personal, may be disposed of by deed or will with power of absolute disposition by the grantee, devisee or legatee with limitation over by way of remainder, or executory interest, of such portion of such estate so granted, devised, or bequeathed, which shall not have been absolutely disposed of by such grantee, de[330]*330visee, or legatee, in his or her lifetime, which said remainder or executory interest, shall be valid and shall pass as directed by such grantor or testator; provided, however, that a deed of trust or mortgage shall not be construed to be such absolute disposition of the estate thereby conveyed, unless there be sale thereunder; and .any estate which would be good as an executory, devise or bequest, shall be1 good if created by deed.”

The act of 1908 remained in force until the Code of 1919 became effective on January 13, 1920. In the Code of 1919, it is replaced by section 5147,2 the language of which is materially different from that of the act of 1908.

In support of her position the appellant makes two contentions: (1) She contends that under the will Mrs. ’Marshall is given a life estate which, under the doctrine of May v. Joynes, 20 Graft. (61 Va.) 692, would be raised by implication of law to a fee simple estate from the fact that she is given the full and absolute power to dispose of and consume the corpus of the estate; and that, whatever other application the act of 1908 may have, it certainly applies to all cases falling within the doctrine of May v. Joynes. (2) She contends that the act of 1908 is not limited in its application to grants and devises which fall within the doctrine of May v. Joynes; but applies where any estate in property, real or personal, is granted or devised to a person with the express or implied grant or devise to him of the full power to dispose of the property.

[331]*331The reasoning upon which the court predicated its decree is set forth in an opinion written by the learned chancellor, which is filed as a part of the record, and may be thus epitomized:

(1) The language used by the testator expresses an intention to give his wife an estate in fee simple in all his property. He expressly gave it to her “to have in fee simple.” The words “to use as she may best see fit for her maintenance while she may live even if it consumes all” were used to express the motive for giving all his property to her in fee simple, and are not to be construed as expressing an intention to give her only a life estate in his property with the power annexed to consume the corpus of it. Mrs. Marshall took under the will a fee simple estate expressly given, not a life estate raised to a fee simple by implication of law under the doctrine of May v. Joynes.

(2) At common law “when a testator, or grantor plainly intends an absolute fee simple in the first taker, and expressly so states, an absolute fee simple in the first taker is given, and any intent to limit a remainder on an absolute fee simple expressly given to the first taker is void, not because the court fails to perceive the intent, but because any limitation over after an absolute fee simple is against the law.”

(3) The act of 1908, amending section 2418, Code 1887, was not intended to and should not be construed to apply “where an express fee simple estate is given to the first taker, because having disposed of his absolute estate to the first taker there was nothing left in the donor or grantor to dispose of and hence any limitation or gift over is void because repugnant to the absolute fee simple already disposed of.”

We concur in the view of the chancellor that the devise here in question does not fall within the rule commonly known as the rule or doctrine of May v. Joynes; but we are of opinion that the court erred in holding that [332]*332the act of 1908 does not apply to the devise here in question.

The rule or doctrine of May v. Joynes, 20 Graft. (61 Va.) 692, as it has been developed in that case and the cases which have followed it may be stated thus: When property, real or personal, is granted, devised or bequeathed to a person for his life, and afterwards there is granted or given to him, either in express terms or by implication, the full power to dispose of the property, this is equivalent to the grant or gift to him of a fee simple estate, if it be real property, or an absolute estate, if it be personal property, and the gift over of so much of the property as shall not be disposed of by the first taker is void.

The rule of May v. Joynes is an extension of the rule that, where property, real or personal, is granted or devised to a person generally (i. e.,

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Bluebook (online)
173 S.E. 524, 162 Va. 325, 1934 Va. LEXIS 248, Counsel Stack Legal Research, https://law.counselstack.com/opinion/southworth-v-sullivan-va-1934.