Todd v. McFall

32 S.E. 472, 96 Va. 754, 1899 Va. LEXIS 131
CourtSupreme Court of Virginia
DecidedMarch 9, 1899
StatusPublished
Cited by21 cases

This text of 32 S.E. 472 (Todd v. McFall) 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
Todd v. McFall, 32 S.E. 472, 96 Va. 754, 1899 Va. LEXIS 131 (Va. 1899).

Opinion

Riely, J.,

delivered the opinion of the court.

This case presents for decision the single question, whether the legacies to Catherine McFall are a charge upon the real estate devised to James Todd and Rankin Todd.

It is universally conceded that as a general rule the personal estate is not only the primary, but the only fund for the payment of legacies. It is equally a general rule that the real estate is not chargeable under the law with their payment, if the personal estate proves insufficient, unless the testator has charged the land with their payment. This he may do either in express terms or by implication, but his intention to do so must be clear and manifest. And so in every case, whether the real estate is charged with the payment of legacies is a question of intention. The intention to charge must be either expressly declared, or be clearly deducible from the language and dispositions of the will.

In the case of Lupton v. Lupton, 2 Johns. Ch. 614, Chancellor Kent said: “ The real estate is not, as of course, charged with the payment of legacies. It is never charged, unless the testator intended it should be, and that intention must be [758]*758either expressly declared, or fairly and satisfactorily inferred, from the language and dispositions of the will. This general rule does not seem to admit of any dispute.”

In the case of Lee v. Lee, 88 Va. 805, it is said by Judge Lewis: “ The testator, however, may charge the land, and this may be done either expressly or by implication; but in any case the intention to charge must be clear—so clear as to admit of no reasonable doubt.”

In the case at bar, the testator, before proceeding to dispose of his estate, states in his will of what it consists.' It is an undivided half interest of all property, both real and personal, held and owned by J. H. and P. Todd, except the gray horse “ Shiloh,” which he claimed as his individual property. It appears that the testator, Preston Todd, and his brother, James H. Todd, were engaged in the business of farming and dealing in cattle; that James married and raised a family of children, but that Preston never married; that they lived together all of their joint lives; that all of their business was-carried on in the name of J. H. & P. Todd, James giving his attention to all the outside transactions of their business, buying and selling the cattle and marketing the crops, while Preston cultivated and managed the farms, and looked after the stock; and that all their lands and personal property were jointly held and owned by them.

Whether the lands were owned in partnership and impressed with the character of personalty, as is the case in equity for certain purposes with land so held, or whether they were held by James H. Todd and Preston Todd simply as joint owners, it is unnecessary to decide or consider. The testator, in making Ms will, made a clear distinction between the lands and personal property owned by J. H. and P. Todd. He regarded and treated his share of the personal property as personalty, and Ms share of the lands as realty. He had the right, as respects the objects of his bounty, in disposing of his estate, so to regard and treat his property, and, in seeking for his inten[759]*759tion, in the construction of his will, as to the fund from which the legacies are payable, his property must be so regarded and treated. Whatever right creditors might have to complain, clearly his beneficiaries cannot do so.

The testator, after stating of what his estate consists, bequeaths all his personal property, “ subject to certain legacies hereinafter specified,” to his two nephews, James Todd and Rankin Todd. He next devises all his real estate to them for life, and their heirs after them. He then directs that the property devised remain undivided, and that the partnership previously existing be continued until May 1,1883, by placing in his stead his said nephews. The object of this arrangement was, as he states, to provide for the payment of the “ MeCue homestead,” which, it seems, he and his brother had recently purchased.

Having made the foregoing dispositions of his estate, he comes now to the legacies which he had in mind and referred to when bequeathing his personal property. He gives to Catherine McFall the sum of $3,000, payable after May 1, 1890, in annual instalments of $500, and also the sum of $180 to be paid annually to May 1,1890, said moneys to be paid to the daughter of Catherine McFall, if the latter should die before May 1,1890. He then gives a legacy of $50 for ten years to “ Mossey Creek Presbyterian church; ” and his horse, “ Shiloh,” to his nephew, Howard Todd.

It thus appears from the will that the testator expressly charged the legacies on his personal property. It is given to his nephews, James and Rankin Todd, subject to the legacies to be thereinafter specified. The presumption is that he considered the personal property ample to discharge the legacies, or he would not have bequeathed it subject to the legacies, for unless it was more than sufficient to pay them, the bequest was worthless and meaningless, and it cannot be supposed that the testator meant to do a vain and useless thing by the bequest of his personal property. The record shows that the personal [760]*760property owned by J. H. and P. Todd was worth about $10,000, and the testator’s part thereof was more than sufficient to discharge the legacies, if it had not been absorbed in the payment of debts, as to which he does not seem to have been informed, since he mentions no debt except that due for the “ McCue homestead,” for whose payment he made special provision.

Having bequeathed his personal property subject to the legacies, he then specifically devises his real property to his said two nephews, without making any reference whatever to the legacies. It was entirely natural that he should not refer to them, for if he believed that the personal property was ample to pay them, which is an irresistible inference from the gift of the personal property subject to the legacies, any reference to the legacies in disposing of the real property was unnecessary; or if he did not mean to charge the legacies on the land in case the personal property proved insufficient for their payment, it was in that case equally unnecessary,

The only part of the will that affords any foundation whatever for the contention that the legacies in question constitute a charge upon the land is the language in which the legacy of $3,000 to Catherine McFall is expressed. The testator says: “ I will and bequeath to Catherine McFall the sum of three thousand dollars, payable from my said estate on or before the 1st of May, 1890.” It was argued that the testator, by the use of the words, “ said estate,” in this connection, referred to his entire estate, both real and personal, and thereby intended to charge the legacy on the land as well as on the personal property. The testator, in the preceding part of his will, had disposed of both his personal and real estate, referring to and bequeathing the one as his “ personal property ” and referring to and devising the other as his “ real property,” and from this fact the conclusion is sought to be inferred that, in making the legacy payable from his' “ said estate,” he intended to use the word “ estate ” in a technical sense, and to include both his personal and real property.

[761]

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

Related

In re Estate of Carter
58 Va. Cir. 555 (Virginia Circuit Court, 2002)
Palmer v. Courage
33 Va. Cir. 355 (Fairfax County Circuit Court, 1994)
Brown v. Hargraves
96 S.E.2d 788 (Supreme Court of Virginia, 1957)
Muse v. Muse
45 S.E.2d 158 (Supreme Court of Virginia, 1947)
Owen v. Lee
37 S.E.2d 848 (Supreme Court of Virginia, 1946)
Peatross v. Gray
27 S.E.2d 203 (Supreme Court of Virginia, 1943)
Gilley v. Nidermaier
10 S.E.2d 484 (Supreme Court of Virginia, 1940)
Belvin's v. Belvin
189 S.E. 315 (Supreme Court of Virginia, 1937)
Carter v. Meade
169 S.E. 722 (Supreme Court of Virginia, 1933)
Whitehurst v. White
169 S.E. 724 (Supreme Court of Virginia, 1933)
Kellam v. Jacob
148 S.E. 835 (Supreme Court of Virginia, 1929)
Marcy v. Graham
128 S.E. 550 (Supreme Court of Virginia, 1925)
Everett v. First National Bank of Alexandria
128 S.E. 450 (Supreme Court of Virginia, 1925)
Neblett v. Smith
128 S.E. 247 (Supreme Court of Virginia, 1925)
Davis v. Davis
123 S.E. 538 (Supreme Court of Virginia, 1924)
Armentrout v. Armentrout
69 S.E. 333 (Supreme Court of Virginia, 1910)
French v. Vradenburg
105 Va. 16 (Supreme Court of Virginia, 1908)
Evans v. Spurgin
11 Gratt. 615 (Supreme Court of Virginia, 1854)
Carrington v. Didier, Norvell & Co.
8 Va. 260 (Supreme Court of Virginia, 1851)

Cite This Page — Counsel Stack

Bluebook (online)
32 S.E. 472, 96 Va. 754, 1899 Va. LEXIS 131, Counsel Stack Legal Research, https://law.counselstack.com/opinion/todd-v-mcfall-va-1899.