Legal Opinion

McGehee v. Edwards

Supreme Court of Virginia

Decided June 10, 2004No. 031595PublishedCited by 6 opinions

1Opinion of the Court

LACY, Justice.

In this appeal, we consider whether the term "direct lineal descendants" used in certain inter vivos trusts created prior to 1978 includes adopted persons.

In 1929, 1930, and 1931, the seven children of Dr. and Mrs. Montfort Jones established eleven inter vivos trusts (the Jones Family Trusts). Each trust created a class of beneficiaries described as "direct lineal descendants" of either the grantor's parents, the grantor's brothers and sisters, or the named sons of the grantor. There are presently approximately 142 beneficiaries of the Jones Family Trusts.

On January 11, 2000, H.…

Also in this document: Concurring in part, dissenting in part.

2Cases cited13 opinions

  1. Shevel's, Inc. v. Southeastern Associates, Inc.Supreme Court of Virginia · 1984
  2. Commerce Trust Company v. WeedSupreme Court of Missouri · 1958
  3. Jenkins v. Bay House Associates, L.P.Supreme Court of Virginia · 2003
  4. Johnson v. Board of CanvassersWest Virginia Supreme Court · 1927
  5. Wheeling Dollar Savings & Trust Co. v. HanesWest Virginia Supreme Court · 1977

8 more not listed; retrieve them via the Exa API.

3Cited by6 opinions

  1. Jackson v. Fidelity and Deposit Co.Supreme Court of Virginia · 2005
  2. In Re Medeiros Testamentary Trust & Life Insurance TrustHawaii Supreme Court · 2004
  3. Schilling v. SchillingSupreme Court of Virginia · 2010
  4. Murnan v. Stewart Title Guaranty Co.District Court, E.D. Virginia · 2008
  5. Bell Ex Rel. Bell v. Casper Ex Rel. ChurchSupreme Court of Virginia · 2011

1 more not listed; retrieve them via the Exa API.

Showing a preview — retrieve the full document via the Exa API.

Powered by the Exa API