Edwards v. Bradley

Supreme Court of Virginia · 1984 · Property
227 Va. 224 (1984)
Updated
Propertywillsdevisefee simplelife estaterestraints on alienationconditional limitationremainder

Facts

Viva Parker Lilliston's will devised a farm to her daughter, Margaret L. Edwards, subject to Item Fourteen, which required Margaret to keep the property free from encumbrances and provided that if she attempted to encumber or sell her interest, or if creditors attempted to reach it, her interest would cease and the property would vest in her six named children in equal shares in fee simple. Jones later sought her children's consent to sell the farm, but one daughter, Beverly Bradley, refused. After Jones died testate, her will directed that the farm be sold and the proceeds distributed among children other than Bradley. Bradley sued, asserting that under Lilliston's will Jones had only a life estate with remainder to the children.

Issue

Did Lilliston's will devise the farm to Jones in fee simple subject to conditional limitations, or did it devise only a life estate with remainder to Jones's six children?

Rule

An unqualified restraint on alienation of a vested fee simple estate is void, but a conditional limitation imposed on a life estate is valid. Under Virginia law, a fee simple need not be created by the words "in fee simple," but if the will shows a contrary intention and uses words of limitation, a life estate may be created by implication so long as there is no power of disposal in the first taker.

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One of 10 multiple-choice questions for this case. Pick an answer to see why.
In Richmond, Nora Ellison's will devises a townhouse to her son, Caleb Price, and adds: "If Caleb ever sells, mortgages, or permits any creditor to reach his interest, his interest shall immediately end and the property shall pass to his three children in equal shares in fee simple." The will does not use the words "life estate" or "fee simple" in that clause, although it uses "fee simple" repeatedly elsewhere for other devises.

What estate is Caleb most likely deemed to take?

Explanation. The majority rule is that an absolute restraint on alienation attached to a vested fee simple is void, but a conditional limitation on a life estate is valid. Where the will shows a contrary intention to fee simple and gives no power of disposal to the first taker, a life estate may be created by implication. Construing Caleb's interest as a life estate best preserves the testator's expressed intent to let him use the property while preventing sale, encumbrance, and creditor access, and preserving the property for his children.