Richard Thompson
Gregory H. Schillace
Lavalette, West Virginia
Schillace Law Office
Attorney for the Appellants
Clarksburg, West Virginia
Attorney for the Appellees
The Opinion of the Court was delivered PER CURIAM.
1. A circuit court's entry of a declaratory judgment is reviewed de novo.
Syl. Pt. 3, Cox v. Amick, 195 W. Va. 608, 466 S.E.2d 459 (1995).
2. The paramount principle in construing or giving effect to a will is that the
intention of the testator prevails, unless it is contrary to some positive rule of law or principle
of public policy. Syl. Pt. 1, Farmers and Merchants Bank v. Farmers and Merchants Bank,
158 W. Va. 1012, 216 S.E.2d 769 (1975).
3. In ascertaining the intent of the testator, the entire will should be
considered. Syl. Pt. 5, Weiss v. Soto, 142 W. Va. 783, 98 S.E.2d 727 (1957).
4. In construing a will the intention must be ascertained from the words used
by the testator, considered in the light of the language of the entire will and the
circumstances surrounding the testator when he made his will. Syl. Pt. 7, Weiss v. Soto,
142 W. Va. 783, 98 S.E.2d 727 (1957).
5. In construing a will, effect must be given to every word of the will, if any
sensible meaning can be assigned to it not inconsistent with the general intention of the
whole will taken together. Words are not to be changed or rejected unless they manifestly
conflict with the plain intention of the testator, or unless they are absurd, unintelligible or
unmeaning, for want of any subject to which they can be applied. Syl. Pt. 6, Painter v.
Coleman, 211 W. Va. 451, 566 S.E.2d 588 (2002).
6. In the construction of a will technical words are presumed to have been
used in a technical sense and should ordinarily be given their strict meaning; but this rule is
not absolute and when it appears from the context that another meaning was intended such
words will not be applied in their technical sense. Syl. Pt. 8, Weiss v. Soto, 142 W. Va.
783, 98 S.E.2d 727 (1957).
7. In the construction of wills uniform justice is better than strict consistency,
because the testator necessarily confides his meaning to an instrument which courts of equity
are sacredly enjoined to interpret justly as between him and those he leaves behind, should
controversy arise; death having closed his own lips. Syl. Pt. 1, Davis Trust Co. v. Elkins,
114 W. Va. 742, 175 S.E. 611 (1934).
8. Where words are used in a will in a context which renders them doubtful
or meaningless, they may be substituted by other words, if such substitution will carry into
operation the real intention of the testator as expressed in the will, considered as a whole and
read in the light of the attending circumstances. Syl. Pt. 2, In re Conley, 122 W. Va. 559,
12 S.E.2d 49 (1940).
9. 'Technical words are not necessary in making testamentary disposition of
property; any language which clearly indicates the testator's intention to dispose of his
property to certain persons, either named or ascertainable, is sufficient.' Syllabus Point 1,
Runyon v. Mills, 86 W. Va. 388, 103 S.E. 112 (1920). Syl. Pt. 3, In re Estate of Teubert,
171 W. Va. 226, 298 S.E.2d 456 (1982).
10. W.Va.Code 41-3-3 [1923] provides that the heirs at law of a devisee or
legatee who dies before the testator take such property as the joint devisee or legatee would
have taken if he had survived the testator, unless a different disposition thereof be made or
required by the will. Syl. Pt. 1, Mrocko v. Wright, 172 W. Va. 616, 309 S.E.2d 115 (1983).
Per Curiam:
This is an appeal by Carolyn Hedrick, William Phelps, John Phelps, Kathy
Stemple, Kristy Knotts, Judith Cummins, and Ruth Makepeace (hereinafter Appellants)
from a final order of the Circuit Court of Tucker County regarding the construction of the
will of Glendie E. Mosser, Jr., as it pertains to ceratin parcels of real estate. The Appellants
contend that the lower court erred in interpreting the will to the benefit of Charles Mosser
and Robert Mosser, sons of the testator (hereinafter Appellees). Upon thorough
examination of the record and arguments of counsel, we reverse the determination of the
lower court and remand for entry of an order consistent with this opinion.
On November 11, 1994, Glendie E. Mosser, Jr., died testate, leaving a valid
will, executed on September 10, 1972, and probated on February 2, 1995. With regard to
the property in question, the will provided as follows: I give, devise, and bequeath unto my
sister, Evangeline D. Phelps, my interest in real estate that we own jointly. Mr. Mosser
failed to make any alternate disposition of that property. He did, however, include a general
residuary clause in his will, leaving all his other possessions to his sons, the Appellees.
On November 29, 2000, the Appellants instituted a declaratory judgment
action requesting that the lower court determine the respective shares of any heirs in the
property and to partition the property. Upon review of the will, the lower court found, by
order dated July 9, 2002, that at the time of Mr. Mosser's death, there was no real estate
jointly owned with Mrs. Phelps, since the death of Mrs. Phelps in 1990 triggered operation
of the right of survivorship and vested the property exclusively with Mr. Mosser. The lower
court also found that Glendie E. Mosser, Jr., and Evangeline D. Phelps desired the survivor
of them to be vested entirely with the subject real estate, to the exclusion of all other parties.
The lower court held that Mr. Mosser's will devised nothing to either Mrs. Phelps or her
heirs, and the real estate at issue passed under the residuary clause to Mr. Mosser's sons, the
Appellees in this matter.
The Appellants appeal that determination, contending that the lower court
erred by finding that the real estate in question failed to pass to Mrs. Phelps' heirs. The
Appellants maintain that Mr. Mosser's reference to jointly owned property was simply his
means of identifying the property once held jointly with his sister and that it was Mr.
Mosser's intent that his sister and/or her issue receive the real estate upon his death. The
Appellants further maintain that the lower court erred by failing to apply West Virginia's
anti-lapse statute, West Virginia Code § 41-3-3 (1923) (Repl. Vol. 1997) and by determining
that the real estate passed under the residuary clause to the Appellees.
In Hobbs v. Brenneman, 94 W. Va. 320, 118 S.E. 546 (1923), we described
the role of the judiciary in ascertaining the intention of the testator, as follows:
When the intention is ascertained from an examination of all its
parts the problem is solved. The interpretation of a will is
simply a judicial determination of what the testator intended;
and the rules of interpretation and construction for that purpose
formulated by the courts in the evolution of jurisprudence
through the centuries are founded on reason and practical
experience. It is wise to follow them, bearing in mind always
that the intention is the guiding star, and when that is clear from
a study of the will in its entirety, any arbitrary rule, however
ancient and sacrosanct, applicable to any of its parts, must yield
to the clear intention.
Id. at 326, 118 S.E. at 549. In applying the words used by the testator in the will, this Court
held as follows in syllabus point six of Painter:
In construing a will, effect must be given to every word
of the will, if any sensible meaning can be assigned to it not
inconsistent with the general intention of the whole will taken
together. Words are not to be changed or rejected unless they
manifestly conflict with the plain intention of the testator, or
unless they are absurd, unintelligible or unmeaning, for want of
any subject to which they can be applied.
211 W. Va. at 452, 566 S.E.2d at 589.
In this vein, this Court also held as follows in syllabus point one of Davis Trust
Co. v. Elkins, 114 W. Va. 742, 175 S.E. 611 (1934): In the construction of wills uniform
justice is better than strict consistency, because the testator necessarily confides his meaning
to an instrument which courts of equity are sacredly enjoined to interpret justly as between
him and those he leaves behind, should controversy arise; death having closed his own lips.
We also recognized in Davis Trust that [c]ourts are never bound to give a
strict and literal interpretation to the words used, and by adhering to the latter, defeat the
manifest object and design of the testator. 114 W. Va. at 746, 175 S.E. at 613. In syllabus
point two of In re Conley, 122 W. Va. 559, 12 S.E.2d 49 (1940), this Court held:
Where words are used in a will in a context which
renders them doubtful or meaningless, they may be substituted
by other words, if such substitution will carry into operation the
real intention of the testator as expressed in the will, considered
as a whole and read in the light of the attending circumstances.
This Court has also observed as follows in syllabus point three of In re Estate of Teubert,
171 W. Va. 226, 298 S.E.2d 456 (1982): 'Technical words are not necessary in making
testamentary disposition of property; any language which clearly indicates the testator's
intention to dispose of his property to certain persons, either named or ascertainable, is
sufficient.' Syllabus Point 1, Runyon v. Mills, 86 W. Va. 388, 103 S.E. 112 (1920).
By concluding, based upon strict legal terms, that there was no jointly owned
property to pass in the will, the lower court essentially subordinated the intent of the testator
and elevated the technical nature of joint tenancy with right of survivorship. The intent of
the testator should not be defeated by application of a strict technical view of the words
employed, and this Court should not permit the technical attributes of the legal construct of
a joint tenancy with right of survivorship or the imprecise use of language in the will to
result in obscuring the effectuation of the testator's intent or preventing the operation of the
anti-lapse statute.
Based upon the provisions of the anti-lapse statute, where an intended devisee
predeceases a testator, the property descends to the issue of the predeceased devisee unless
a contrary intent was expressed. See Kubiczky v. Wesbanco Bank Wheeling, 208 W. Va.
456, 541 S.E.2d 334 (2000). Specifically, syllabus point one of Mrocko v. Wright, 172 W.
Va. 616, 309 S.E.2d 115 (1983), provided: W.Va.Code 41-3-3 [1923] provides that the
heirs at law of a devisee or legatee who dies before the testator take such property as the
joint devisee or legatee would have taken if he had survived the testator, unless a different
disposition thereof be made or required by the will.
This Court has consistently held that any doubts regarding the application of
the anti-lapse statute are to be resolved in favor of normal operation of the statute, as
liberally construed. Kubiczky, 208 W. Va. at 461, 541 S.E.2d at 339. In Kubiczky, this
Court quoted the North Carolina court in Early v. Bowen, 447 S.E.2d 167 (N.C. App. 1994)
review denied, 454 S.E.2d 249 (N.C. 1995). The Early court held that [a] testator who
desires to prevent lapse must express such intent or provide for substitution of another
devisee in language sufficiently clear to indicate what person or persons testator intended
to substitute for the legatee dying in his lifetime; otherwise the anti-lapse statute applies.
Early, 447 S.E.2d at 170.
In the present case, when Mr. Mosser executed his will, his sister Mrs. Phelps
was still living. Upon her death, Mr. Mosser failed to execute another will. There is no
alternate disposition
(See footnote 1)
of the real estate including within the will, and there is no indication
that Mr. Mosser intended that the anti-lapse statute should not apply. We consequently hold
that the anti-lapse statute does apply to permit the property in question to be devised to the
Appellants, as the issue of Mrs. Phelps. We reverse the determination of the lower court and
remand for entry of an order consistent with this opinion.