Thomas v. Bryant

40 S.E.2d 487, 185 Va. 845, 169 A.L.R. 257, 1946 Va. LEXIS 258
CourtSupreme Court of Virginia
DecidedNovember 25, 1946
DocketRecord No. 3090
StatusPublished
Cited by26 cases

This text of 40 S.E.2d 487 (Thomas v. Bryant) 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
Thomas v. Bryant, 40 S.E.2d 487, 185 Va. 845, 169 A.L.R. 257, 1946 Va. LEXIS 258 (Va. 1946).

Opinion

Eggleston, J.,

delivered the opinion of the court.

George W. Simmerman, a resident of Wythe county, died testate on June 28, 1939, leaving an estate consisting of both real and personal property valued at approximately $240,000. After a number of specific gifts for the benefit of his widow and others, he made the following provision, the validity of which is involved in the present controversy:

“Sixth: I direct my surviving Executor, after the death or remarriage of my wife, and the payment of the legacies hereinbefore mentioned, to apply and use all of the remainder of my estate in the building and maintenance of a home for destitute and dependent aged white people, both men and women, living in Wythe County, Virginia, the said home is to be located in the Town of Wytheville, Virginia, and is to be named ‘The George W. Simmerman Home for the Aged.’ The legal title to all of the property used in the erection of this home and the maintenance of the same, and the legal title to the home after it is erected, and the fund invested for its maintenance, is to be vested in five (5) Trustees, and which five Trustees are to be elected and appointed in the following manner: * #

Then followed a provision by which each of the congregations of five churches in Wytheville was to select a trustee, who in turn was to be appointed trustee by the Circuit Court of Wythe county. Succeeding trustees were to [848]*848be selected in a similar manner. It was further provided that these trustees so selected and appointed “shall hold the legal title to all of the real estate and personal property constituting this home for the aged and also the legal title to the fund to be held by said trustees for the operation and maintenance of this home and support of the inmates therein.”

“Approximately one-third of the residue” of the estate was to be applied to the acquisition or erection of the buildings and the furnishing and equipping the same, and the other two thirds was to be “invested by the five trustees in United States Government bonds and the net income from which is to be used by the five trustees in maintaining and operating said home and in the support and care of the inmates therein,” including “reasonable and necessary medical and hospital attention.”

He further provided that: “As to the kind, size and plan of this home for the aged, and as to the rules and regulations for the admission of inmates to the home, as well as to the operation and management of the same, I leave to the discretion and judgment of the five trustees of said home to be elected and appointed as hereinbefore stated, except that I direct and request that no person, male or female, be admitted to this home who has been addicted to intoxicating whiskey, or who has been addicted to the drug habit, or who is, or has been of immoral character.”

The testator concluded this portion of his will thus: “It is my sincere wish and desire that the home for the aged, hereinbefore referred to, be perpetual in its operation, and that it shall render a noble service in the purpose for which it was created.”

The widow renounced the will and elected to take such portion of the estate as she was entitled to under the statute. Both sides agree that the effect of this renunciation was to accelerate the payment of the special bequests and the provision for the establishment of the home.

In 1943, certain of the heirs of the testator filed their bill in the court below against the executors and the trustees [849]*849for the George W. Simmerman Home for the Aged, the latter having in the meantime been selected and appointed in the manner provided for in the will. The object of the suit was to obtain a construction of the will and a declaration by the court that the sixth clause was void in so far as it attempted to provide for the establishment of a home for the aged. It was alleged that the provision was void for three reasons: (1) Because of the impossibility of performance in that the available fund was insufficient for the designed purpose; (2) because it attempted to create a charity which was too indefinite for enforcement under the statutes of this State; and (3) because the attempted trust violated the rule against perpetuities.

A demurrer to the bill was filed by the executors, who together with the trustees filed answers insisting upon the validity and possibility of performance of the intended charitable trust.

After the formulation of the issues it was stipulated between the parties that the executors would have available for the establishment and performance of the trust the sum of $93,000 in cash, and in addition thereto the testator’s residence on Fourth avenue, in Wytheville, which, however, was in need of substantial repairs.

The parties likewise agreed that the income from the fund when invested in government bonds, as directed by the terms of the will, would yield approximately $2,250 per year.

Each side took the evidence of a number of witnesses on the issue as to whether the property available for the purpose and the income therefrom would be sufficient to establish and maintain the proposed trust in the manner contemplated by-the testator. Some of these witnesses testified ore terms before the judge of the lower court at various times and places in the State, while the evidence of others was taken in the form of depositions. Upon a consideration of this evidence the trial court, in a written opinion, reached the conclusion that the property available for the purpose and the income therefrom was insufficient to establish and [850]*850maintain the intended trust, that therefore it was void, that the testator died intestate as to such portion of the estate thus attempted to be disposed of, and that this property passed to his heirs and distributees. From a decree to this effect the present appeal has been taken by the executors and trustees.

The appellants make these two main contentions:

(1) The preponderance of the evidence fails to overcome the presumption of the validity of the trust, and fails to show that the property available for the purpose is insufficient to establish and maintain the trust. On the contrary, they say, it shows that with careful management, and with the aid from outside sources on which they have the right to rely, the estate is amply sufficient for the execution of the trust.

(2) Even if it be conceded that the property is insufficient for the execution of the trust in the precise manner prescribed by the testator, a court of equity by the application of the cy pres doctrine, or the kindred doctrine of approximation, should apply the fund as nearly as possible to effectuate the charitable purpose of the testator.

The heirs introduced a number of witnesses who were connected with the operation of various homes for the aged throughout the State. The evidence of these witnesses shows that the per annum cost of operation of such institutions ranged from $339 to $1,339 per inmate. Most of these witnesses were of the opinion that such an institution, open to inmates of both sexes, would require a staff of attendants and servants at an annual cost in excess of $2,300, leaving nothing for food, clothing, etc., for the inmates. It should be said, however, that these observations were based on experiences gained in the full scale operation of settled and established homes caring for a number of inmates.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Collins v. Shenandoah County Council
45 Va. Cir. 412 (Shenandoah County Circuit Court, 1998)
Stoller v. Andrews
42 Va. Cir. 310 (Roanoke County Circuit Court, 1997)
United States Ex Rel. United States Coast Guard v. Cerio
831 F. Supp. 530 (E.D. Virginia, 1993)
Baliles v. Miller
340 S.E.2d 805 (Supreme Court of Virginia, 1986)
Campbell v. Board of Trustees of James Barry-Robinson Home For Boys
260 S.E.2d 204 (Supreme Court of Virginia, 1979)
Campbell v. BOARD OF TRUSTEES OF JAMES, ETC.
260 S.E.2d 204 (Supreme Court of Virginia, 1979)
Smith v. Moore
343 F.2d 594 (Fourth Circuit, 1965)
Smith v. Moore
225 F. Supp. 434 (E.D. Virginia, 1963)
Eckles v. Lounsberry
111 N.W.2d 638 (Supreme Court of Iowa, 1961)
Painter v. ALEXANDRIA WATER COMPANY
117 S.E.2d 674 (Supreme Court of Virginia, 1961)
McClure v. Carter, Ex'r
116 S.E.2d 260 (Supreme Court of Virginia, 1960)
Wellford v. Powell
90 S.E.2d 791 (Supreme Court of Virginia, 1956)
Goetz v. Old National Bank of Martinsburg
84 S.E.2d 759 (West Virginia Supreme Court, 1954)
Owens v. Bank of Glade Spring
81 S.E.2d 565 (Supreme Court of Virginia, 1954)
Sias v. Van Alyea
58 N.W.2d 477 (Supreme Court of Iowa, 1953)
In Re Small's Estate
58 N.W.2d 477 (Supreme Court of Iowa, 1953)
Tumlin v. Troy Bank & Trust Co.
61 So. 2d 817 (Supreme Court of Alabama, 1952)
Maguire v. Loyd
67 S.E.2d 885 (Supreme Court of Virginia, 1951)
Shenandoah Valley National Bank v. Taylor
63 S.E.2d 786 (Supreme Court of Virginia, 1951)
Allaun v. First & Merchants National Bank
56 S.E.2d 83 (Supreme Court of Virginia, 1949)

Cite This Page — Counsel Stack

Bluebook (online)
40 S.E.2d 487, 185 Va. 845, 169 A.L.R. 257, 1946 Va. LEXIS 258, Counsel Stack Legal Research, https://law.counselstack.com/opinion/thomas-v-bryant-va-1946.