Wildberger v. Cheek's Ex'or

27 S.E. 441, 94 Va. 517, 1897 Va. LEXIS 103
CourtSupreme Court of Virginia
DecidedApril 8, 1897
StatusPublished
Cited by19 cases

This text of 27 S.E. 441 (Wildberger v. Cheek's Ex'or) 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
Wildberger v. Cheek's Ex'or, 27 S.E. 441, 94 Va. 517, 1897 Va. LEXIS 103 (Va. 1897).

Opinion

Cardwell, J.,

delivered the opinion of the court.

[519]*519The appeal in each of those oases is taken from a decree of the Corporation Court of the city of uanville, construing the will of William F. Cheek, deceased, in the suit of Cheek's Ex'ors. v. Cheek's Devisees, &c., and though a separate and distinct question is presented in each, they were argued here together, and will therefore be disposed of in this opinion, in the order named.

In the 4th clause of the will, dated October 20, 1894, the testator bequeathed to his sisters twenty-five thousand dollars, each. One of these sisters was Mrs. Elizabeth Houston, who had died at her home in Tennessee before the death of the testator, and shortly before the execution of his will, leaving issue who survive the testator, viz: a daughter, Mrs. Sarah Jane Edwards, and a granddaughter, Miss Fannie Hamblett, who are the appellees here. These being the undisputed facts the sole question presented in the first of these appeals is: Does the legacy to Mrs. Elizabeth Houston of $25,000 lapse or become void, because of her death before the date of the will, or does the legacy pass to the issue of the legatee, “who survive the testator,” there being no “different disposition thereof made or required by the will.”

The 4th clause of the will is: “I give and bequeath to my sisters, Elizabeth Houston, Caroline J. Wildberger, Sarah A. Waggener, and Mary M. Stokes, twenty-five thousand dollars each, the portion given to my sister Mary M. Stokes to be held by her as her separate estate free from the debts, contracts, and control of her husband and disposed of by her as she may think proper.”

Section 2523 oí the Code of 1887, provides: “If a devisee or legatee die before the testator, leaving issue who survive the testator, such issue shall take the estate devised or bequeathed, as the devisee or legatee would have done if he had survived the testator, unless a different disposition thereof be made cr required by the will.”

There is no ambiguity whatever in the 4th clause of the [520]*520will, and it is therefore this section of the Code that we aro called upon to construe.

It must be conceded that if Mrs. Houston had died in the interval between the execution of the will and the death of the testator, her issue would have taken, and the legacy would not lapse or become void, Wood v. Sampson, 25 Gratt. 845, but it is contended that because her death took place piior to the execution of the will, the contrary is the result, and the legacy becomes a part of the residuum of the estate.

Section 2521 of the Code, which is declaratory only of the common law rule as regards-personalty, but changes it as to realty, provides: “A will shall be construed with reference to the real and personal estate comprised in it, to speak and take effect as if it had been executed immediately before the death of the testator, unless a contrary intention shall appear by the will.” Therefore the testator’s will as to the legacy to Mrs. Houston speaks, under section 2521 as well as at common law, from the date of his death, and section 2523 takes effect as to the legacy from the same date. The statute takes no account of precedent events, other than the death of the devisee or legatee, and does not restrict its operation to cases only in w hich the death of the devisee or legatee occurs after the execution of the will and before the death of the testator. Its language is: “If a devisee or legatee die before the testator, leaving issue who survive the testator, such issue shall take,” &c. The only conditions it imposes are: The devisee or legatee must have died before the testator, leaving issue who survive the testator. It does not impose the condition that the devisee or legatee shall be “in esse” at the date of the esecution of the will, but the policy of the law is plainly disclosed, viz: to uphold and give effect to a devise or legacy rather than to allow it to fail for the want of a person or persons “in esse” tc take it. The statute, now section 2523 of the Oode, is taken from the English statute, 1 Victoria 33, which is engrafted also in some form upon the statute law of [521]*521nearly every State in the Union. In some of them it applies only to cases in which the devisee or legatee is a child or other descendant of the testator. In others, it extends to cases in which the beneficiary is a child or other relation; and still others (Virginia included), to any legatee or devisee who dies before the testator, leaving lineal descendants surviving at the time of the testator’s death. 13 Amer. & Eng. Eñe. Law, 38.

In commenting upon the English statute, Jarman in his work on Wills, Vol. 1, (5th Amer. Ed.), 610, 611, says: “It does not substitute the surviving issue for the original devisee or legatee; but makes the gift to the latter take effect, notwithstanding his death in the testator’s life time, in the same manner as if his death had happened immediately after that of the testator, and whether it (the death of the devisee or legatee) happened before or after the date of the will, though not if it happened before the act came into operation.” Citing Mower v. Orr, 7 Hare 473; Winter v. Winter, 5 Hare 306; Wisden v. Wisden, 2 Sm. & Gif. 396; Barkworth v. Young, 4 Drew 1.

In construing the statute of Maine, which extends only to cases in which the beneficiary is a child or relative of the testator, the Supreme Court of that State said: “We are satisfied, upon reason, principle, and authority, that the lineal descendants of a relation of the testator having a bequest in a will are entitled to the legacy given to their ancestor by virtue of JR. S. C. 71, sec. 10, though the original legatee was in fact dead at the date of the will. The statute is in furtherance of what may fairly be presumed to have been the intention of the testator, and in order to effect its object it should be construed liberally. The adverse argument is based upon the distinction between lapsed and void devises, and the assumption that the statute takes effect only in cases of lapsed. But no su^h limitation of its effect is found in the statute, the intent of which obviously is to save to the lineal descend[522]*522ants of the person named as devisee in the will, the benefit of a devise which would at the common law fail of effect by reason of the death of the original devisee before the testator. The statute has regard rather to the class of individuals for whose relief it is interposed than to any technical distinction in the manner of the failure against which it proposes to guard them. As to them the result at. common law would be the same whether their ancestor died before or after the date of the will, if he died before the testator. Against this result, in either case, the statute places a barrier.” Nutter v. Vickery, 64 Me. 498.

What was said by the court in that case is, under the facts and circumstances .of this, and the broad provision of our statute, entirely applicable, and the reasoning we think unanswerable. See also Barnes v. Huson, 60 Barbour 598; Minter's Appeal, 40 Pa. St. 111, 114; Darden v. Harrill, 10 Lea (Tenn.), 421, 428; and Taylor v. Conner, 7 Ind. 115,

It is true that in Barnett's Appeal, 104 Pa. St.

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Bluebook (online)
27 S.E. 441, 94 Va. 517, 1897 Va. LEXIS 103, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wildberger-v-cheeks-exor-va-1897.