128 Va. 33 | Va. | 1920
delivered the opinion of the court.
W. P. Payne disposed of a large portion of his property by will in these words:
“Bandy, Va., June 1, 1914.
“I, W. P. Payne, being of sound mind and disposing memory make this my last will and Testament, first I have heretofore Deeded to my son J. Payne, what land I intend him to have and to my son C. C. Payne, what I intend him to have which Deed will be found along with this will, My Farm in the Seynken waters my Home place I will to my son B. I. Payne and Daughter Amanda B. Young and the heirs of their boddy. With the understanding that B. I. Payne conveys to my Daughter Julia Bell Young and the heirs of her boddy the land that I have heretofore conveyed to him and further that Amanda B. Young is to pay Julia*37 Bell Young two thousand dollars and the Home place is to be devided equally between B. I. Pain, & Amanda B. Young, and the heirs of their boddy, and the said B. I. Payne is to pay Auther Payne My Grand Son $1,000 when he arrives at the age of 25 years of age and my son C. C. Payne is to pay my Grand Daughter Merdel Payne $500 when she becomes 25 years of age my personal property I will to my wife. I know the children will not tun out and could not if they so wished.
“My Hotel property at Tazewell I will to all my living children, at my death I have give the matter considerable thought and have done the best I could and if they is any one not satisfied with what I have done he is to have nothing from my estate I have made it and feal that I have the right to do as I think best for all and I have tried to do that in making this my will and I hope they will all be satisfied and do well and add more to it, I feal that they think I ought to have made more for them but I have done the best I could for them so may God bless them is my Prayer.
“This is my signature.
“W. P. PAYNE.”
He left surviving him his widow, Theresa J. Payne, five children and two grandchildren. The value of the property distributed by deeds and by the will was $83,916.77, distributed as follows: To his children, J. Payne, $10,200; G. G. Payne, $9,700; B. I. Payne, $16,700; Amanda B. Young, $15,700; Julia Belle Young $12,400; to two grandchildren, George Arthur Payne, $1,000; Myrtle Irene Payne, $500, they being children of his deceased son, Scott Payne; and to his widow, Theresa J. Payne, $17,916.77. He died intestate as to three parcels of real estate: A tract of about 12 acres in Tazewell county, worth $600; a house and lot in the town of Tazewell, Va., which was conveyed to him after his will had been executed, about two months prior
The appellees, the two grandchildren of the testator, instituted their suit against the appellants, asking for partition of the residuum of their grandfather’s estate, and alleging in substance that the gifts to his five children by his will and by certain deeds were advancements, and that therefore these five children of the testator could not participate in the partition of such residuuhi of the estate unless they brought their advancements into hotchpot. They further allege that the gift of all of the personal property to the widow was greatly in excess of her property rights under the law, was in lieu of dower, and that the deed (referred to in the will) from W. P. Payne, the testator, to- his son, C. C. Payne, which was found along with the will after the death- of the -testator, purporting -to convey to C. C. Payne the brick residence property, had never been delivered, was therefore null and void as a deed, invalid as a testamentary disposition thereof, and that hence this property was a part of the residuum of-the estate undisposed of, and subject to- partition in that suit.
The answers denied that the gifts to the five children were advancements, that the property bequeathed to the widow was in lieu of dower, and that the deed from W. P. Payne to -C. C. Payne was null and void for lack of delivery, but alleged on the contrary that the deed had been delivered and was valid.
Upon the-hearing, the trial court held that the deed from W. P. Payne to C. C. Payne for the brick residence property was duly-delivered, was a valid deed, and that he acquired title to the property under the deed and will; and that this gift to C. C. Payne as well as the gifts to his other four children were advancements to them, and unless they would before the next term of court bring such advancements into hotchpot, then the grandchildren should take and hold in
The appellants assign two errors.
1. That the court erred in holding that these gifts, by conveyances and by will, by W. P. Payne to his children were advancements, and should therefore be brought into hotchpot in the partition of the real estate of which he died intestate.
In. Graves’ Real Property, section 167, this appears: “What is the evidence that a gift is by way of advancement ? This is a question of intention. The character of the gift should be such as to show that it is really anticipatory, and that in making it the father has in mind the final division of his property.”
That this father, in making these gifts by deed and will, had the final division of his property in mind, is manifest.
Chinn v. Murray, 4 Gratt. (45 Va.) 348, was decided in 1848, before the Code of 1849 became effective, and at that time in order to apply the doctrine of hotchpot it was necessary that the testator should die wholly intestate; so that what is there said must be understood as referring to the common law doctrine of advancements, before it was changed in Virginia by the revisal of 1849, now Code 1919, section 5278, whereby the doctrine is enlarged and applied where there have been advancements by will and the decedent is partially intestate.
The other pertinent Virginia cases are Biedler v. Biedler, 87 Va. 300, 12 S. E. 753; Headrick v. McDowell, 102 Va. 124, 45 S. E. 804, 65 L. R. A. 578, 102 Am. St. Rep. 843, and Mort v. Jones, 105 Va. 668, 51 S. E. 220, 54 S. E. 857.
We agree with the trial court that thede gifts to the five children of the decedent were gifts by way of advancement.
As to this, it is only necessary to cite the statute, Code 1919, section 5120, which expressly provides that every bequest, devise or conveyance to the wife shall be taken to be intended in lieu of dower, unless the contrary intention plainly appears in such deed or will, or in some other writing signed by the party making the provision. So that this assignment is clearly without merit.
3. The appellees assign as cross-error, that the trial court erred in holding that C. C. Payne took' the brick residence property of the estimated value of $9,500 either under the alleged deed or will, claiming that the deed was never delivered, and is therefore null and void, and that there has been, no valid testamentary disposition of the property and
The proper solution of the question thus raised requires consideration of it from two points of view. If the deed was delivered, by the grantor in his lifetime, then of course C. C. Payne has good title to the property; but it is equally true that even if the deed was not thus delivered, if the same property was devised by the will, he also has good title.
Chancellor Kent in Souverbye v. Arden, 1 Johns. Chy. (N. Y.) 256, says: “A voluntary settlement, fairly made* is always binding in equity upon the grantor, unless there be ■ clear and decisive proof that he never parted nor intended to part with the possession of the deed; and even if he retains it, the weight of authority is decidedly in favor of its validity, unless there be other circumstances beside the mere fact of his retaining it, to show that it was not intended to be absolute.”
And the same great master, in Bunn v. Winthrop, 1 Johns. Chy. (N. Y.) 336, says this: “The instrument is good as a voluntary settlement, though retained by the grantor in his possession until his death. There was no act of his, either at the time or subsequent to the execution of the deed,
In the case of Scrugham, v. Wood, 15 Wend. (N. Y.) 545, 30 Am. Dec. 75, a marriage settlement prepared for execution, read, signed by both parties and acknowledged as a deed before an officer authorized to take acknowledgments, is held to be a valid deed, notwithstanding witnesses present at its execution united in testifying that there was no formal delivery of it, and the deed, after the death of the grantor, was found in his desk among his private papers.
In Tarbox v. Grant, 56 N. J. Eq. 199, 39 Atl. 378, it is held that where a deed executed by a father to convey his equitable interest in his deceased wife’s personal estate to a trustee, for the benefit of his heirs, is shown to have been intended to operate as a voluntary family settlement from the time it was executed, it is valid and creates the trust intended, although not delivered in the grantor’s lifetime.
In Wallace v. Berdell, 97 N. Y. 22, this is said: “In cases of voluntary settlements, courts have gone great lengths in sustaining the validity of deeds, without affirmative proofs of any delivery, and the earlier cases hold that a voluntary settlement, fairly made, is binding in equity, unless there is clear and decisive proof that the grantor never parted or intended to part with possession of the deed, and that if he retains it, there must be other facts to show that it was not intended to be absolute.” Citing 1 Johns. Chy. 256; Barlow v. Heneage, Prec. In Ch. 210; Clavering v. Clavering, 2 Vern. 473; affirmed 7 Bro. P. C. 410; Lady Hudson’s Case, 2 Vern. 476; Johnson v. Boyfield, 1 Ves. Sen. 314; Exton v. Scott, 6 Simons, 31; and saying: “In all these cases the instrument was shown to have been retained by the grantor1 until his death, and there were no circumstances tending to show a delivery.” The New York court, however, in the case of Fisher v. Hall, 41 N. Y. 416, declined to follow those cases in so far as they wholly dispensed' with
In Stow v. Miller, 16 Ia. 463, this, which might also be said of the case in judgment, is said: “If a father dies, leaving among his papers a deed of land duly executed in form to one of his children, the law will give effect to the same if there is anything indicating the intention of the intestate •that it should become effective; for example, the conveying to other children an equal portion of his real estate, as was done in this case, a court of equity would be much inclined, in order to effectuate the ends of justice, to declare the deed 'valid, as was done in the case of Scrugham v. Wood, 15 Wend. 545, and this is about as far as the courts have gone on this subject. It will be observed that the death of the donor, under the circumstances stated, alters the relative condition and rights of the parties. The intervention, of this contingency takes away all power to revoke the deed or to make other dispositions of the property which existed in life; and the law, in such an event, will or will not imply a delivery and make effective the deed, according to the intent of the grantor, and the surrounding circumstances of the case.”
In Trask v. Trask, 90 Ia. 318, 57 N. W. 841, 48 Am. St. Rep. 446, the grantor delivered a deed in an envelope to a cashier of a bank, stating to him that the contents of the envelope, if anything happened to him, were for Charlie, his son, and it was held that such delivery was a conveyance in praesenti to the son, and took effect upon the death of the grantor by relation from the delivery to the cashier of the bank.
In Tallman v. Cooke, 39 Ia. 403, it is held that where a deed from- a father to a son, in consideration of love and affection, was not recorded until ten years after its execution, and meanwhile remained in the possession of the father as guardian, his testimony that he intended delivery
In Riegel v. Riegel, 243 Ill. 626, 90 N. E. 1109, jt is held that a deed of voluntary settlement is presumptively delivered, and the burden of proof is on one claiming adversely to show absence of delivery, and that such a deed may be effective to vest title in the grantee, though it is retained by the grantor in his possession until his death, where other circumstances do not show an intention contrary to that expressed on the face of the deed.
In Hoyt v. Northup, 256 Ill. 608, 100 N. E. 165, it is said that: “In case of a- voluntary conveyance the retention of the deed in the possession of the grantor will not destroy its effect as a deed, unless there are circumstances showing that it was not intended to be absolute and to operate as a present conveyance.”
In Matson v. Johnson, 48 Wash. 256, 93 Pac. 324, 125 Am. St. Rep. 924, it is held that a deed is effective without manual delivery, where it was executed by a father to his minor children, during his last sickness, at the time of executing a will of all his other property, and with the expressed intent of conveying the property. See also note to Fain v. Smith, 14 Ore. 82, 12 Pac. 365, 58 Am. Rep. 293; Bryan v. Wash, 2 Gilman (Ill.) 557.
A case resembling the case in judgment is that of Toms v. Owen (C. C.), 52 Fed. 417. There the testator said:. “I have heretofore executed and delivered to my beloved wife, Sarah Caroline Toms, a conveyance of all the property of which I shall die seized or possessed; and to avoid' all accidents or questions that may arise, and for the purpose of . giving expression to my wishes as to her use and disposition of the property so conveyed to her, this will is made, and I do therefore devise and bequeath to my beloved wife all the real and personal property of every name and nature and wheresoever situated, of which I shall die seized or pos
In Foote v. Lichty, 60 Ore. 542, 120 Pac. 398, this is quoted with approval from Fain v. Smith, supra: “The result of the authorities is that after a writing has been signed and sealed and acknowledged, any acts or words or circumstances decisive of the intention of the grantor to consummate and to part with it are sufficient to constitute a delivery and give it validity as a deed.” Martin v. Flaharty, 13 Mont. 96, 32 Pac. 287, 40 Am. St. Rep. 415, 19 L. R. A. 242, supports the same rule.
In 18 C. J. 199, the authorities from many States are cited and thus summarized: “Nor is a manual delivery of the instrument to the grantee required, it being sufficient if it is apparent either from the -words, or acts of the grantor that it was his intention to treat the deed as his and to make a delivery of the same.”
In 18 C. J. 201, note 42, this is quoted from Huggard v. Ontario, etc., Land Co., 1 Sask. L. 526: “In Xenos v. Wickham, L. R. 2 H. L. 296, 14 C. B. N. S. 435, 108 E. C. L. 435, 143 Reprint 515, 13 E. R. C. 422, at p. 309, Pigott, B.,
While the authorities agree in the general, statements of the principles which control, they are not in accord in the application of these principles to the facts of particular cases. Indeed, it may be conceded that a very large number of modem cases from courts of the highest authority might be cited which are inconsistent with several of those herein referred to; but this from Newton v. Sealer, 41 Ia. 339, appeals to the reason, and has ample support in many adjudged cases: “Where one who has the mental power to alter his intention, and the physical power to destroy a deed in his possession, dies without doing either, there is, it seems to us, but little reason for saying that his deed shall be inoperative simply because during life he might have done that which he did not do. It is much more consonant with reason to determine the effect of the deed by the intention existing up to the time of death, than to refuse to give it that effect because the intention might have been changed.” Note Ann. Cas. 1914-C, 860, where it is said that a testamentary reference to a voluntary conveyance is cogent evidence of delivery. Wall v. Wall, 30 Miss. 91, 64 Am. Dec. 147; Bliss v. West, 58 Hun. 71, 111 N. Y. S. 374.
No Virginia case, so far as we are advised, can be cited in which the precise question here involved was determined, but these have dealt with varying phases of the subject: Skipwith’s Ex’r v. Cunningham, 8 Leigh (35 Va.) 283, 31 Am. Dec. 642; Hutchison v. Rust, 2 Gratt. (43 Va.) 394; Harman v. Oberdorfer, 33 Gratt. (74 Va.) 497; Frank v.
(b) It is to be observed, however, in this case, so far as the result is concerned, that it makes no difference whether the deed was delivered in the lifetime of the testator or not, because, as if to make assurance doubly sure, the testator clearly stated in his will that C. C. Payne was to have the property involved. It is as though the testator anticipated that this very controversy might arise, that the validity of the deed might be attacked after his death upon the ground that it had not been delivered, and therefore, to cover any interest which he might be adjudged to have in the property, he devised such possible interest to €. C. Payne in his will by language which fairly interpreted means that he has conveyed by deed, duly executed and delivered, to his son, G. C. Payne, the land he intends him to have (for the will speaks as of the time of his death), and that there may be no doubt as to the identity of the land which he intends him to have, the deed which describes it will be found with his will.
That this testator intended C. C. Payne to have this property and manifested it in his will by language too clear and simple to be misunderstood must be apparent, and this is certainly all that is necessary to support a devise.
For the reasons expressed, our views accord with those of the trial court.
Affirmed.