Beatson v. Bowers

91 N.E. 922, 174 Ind. 601, 1910 Ind. LEXIS 147
CourtIndiana Supreme Court
DecidedMay 24, 1910
DocketNo. 20,989
StatusPublished
Cited by16 cases

This text of 91 N.E. 922 (Beatson v. Bowers) is published on Counsel Stack Legal Research, covering Indiana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Beatson v. Bowers, 91 N.E. 922, 174 Ind. 601, 1910 Ind. LEXIS 147 (Ind. 1910).

Opinion

Myers, J.

Appellees instituted this suit against appellants to set aside a deed, to quiet title to real estate, and for partition. On March 3, 1882, Andrew J. Bowers and wife executed a conveyance to Mary Bowers, who was the wife of David Bowers mentioned in the deed, which in part is as follows:

“This indenture witnesseth that Andrew J. Bowers and Martha E. Bowers, his wife, of Madison county, [603]*603Indiana, convey and warrant to Mary Bowers during her life, unless she should deed the same to one of the heirs of David Bowers, and, if not so deeded, at her death the same to revert to said David Bowers, if living, and if said David Bowers is not living at her death, then the same to go to the heirs of said David Bowers of Madison county, Indiana, in consideration of the sum of $2,000, the following real estate in Madison county, Indiana, to wit.”

Here follows a description of the land — forty acres. Statutes at the time in force read as follows: “A freehold estate, as well as a chattel real, may be created to commence at a future day; and an estate for life may be created in a term of years, with or without the intervention of a precedent estate, and a remainder limited thereon; a remainder of .a freehold or a chattel real, either contingent or vested, may be created, expectant on the determination of a term of years.” §3995 Burns 1908, §2959 R. S. 1881. “A remainder may be limited on a contingency, which, in case it should happen, will operate to abridge or determine the precedent estate.” §3996 Burns 1908, §2960 R. S. 1881. After the death of David Bowers, and on March 10, 1900, Mary Bowers, grantee in the foregoing deed, conveyed the same land by warranty deed to appellant Elizabeth J. Beat-son, who is a daughter of David Bowers, the deed reciting a consideration of $1,600. Appellees are children of David Bowers, and, claiming’ that the conveyance to said appellant is void, are seeking partition of the land, claiming as remaindermen with her under the original deed, and the sole question here is as to the construction of the deed, and as to the admission and rejection of evidence touching the question of Mary Bowers’s receiving a pecuniary consideration, and personal benefit for the conveyance. There was a trial by the court, and a general finding and decree for appellees.

Appellants contend that the deed granted “a life estate, only in the event the original grantee did not deed the land [604]*604to one of the heirs of David Bowers, hut in the event that Mary Bowers should not deed to one of the children of David Bowers, then in that contingency only a life estate was to be in Mary Bowers,” and “that the conditions having been complied with by Mary Bowers, her estate in said land is not a life estate, but on the other hand, became one in fee simple.” Appellees contend that Mary Bowers bad only a life estate in any event, with a naked power of appointment, and that bad she executed the power without pecuniary benefit to herself, it would have been a valid execution, but having conveyed for a pecuniary consideration or private benefit moving to herself, tlie conveyance is void.

1. The complaint is based upon that theory, and the allegations cover it. At common law the freehold could not be held in abeyance. That doctrine was the necessary sequence of feudal tenures, but our statute has provided for freehold estates commencing in the future. The doctrine of non-abeyance did not at common law apply to reversions or remainders, for the reason that they were consistent with the fee’s always being vested, or an intermediate estate of freehold’s being in some third person, against whom an action might he brought for recovery of the property. Lyle v. Richards (1823), 9 S. & R. 322; 1 Washburn, Real Prop. (6th ed.) §127.

2. [605]*6053. [604]*604In the ease before us, appellants’ contention would result in the fee’s being in abeyance until the first grantee should act, which might never be. It is clearly not a present estate in fee simple in Mary Bowers, and her conveyance could not enlarge the estate she had, that is, a life estate into a fee simple, for the plain reason that until she should convey, the fee would he in abeyance, and for the further reason, that an estate cannot be enlarged from a life estate into a fee, by the latter’s being built upon the former. The former cannot properly be said to be enlarged, but through the intervention of some other estate it [605]*605is built upon the latter, as, for example, a conditional fee, or a contingent remainder. Even where a merger arises, so that the lesser estate is merged in the greater, it arises through the intervention of some other estate, which, by reason of its being a different or greater estate, swallows up the lesser. The very idea of a life estate presupposes a fee as existing elsewhere than in the tenant for life. The life tenant may be empowered to convey the fee, though it is not vested in him, thus devesting him who, but for the exercise of the power, would be the owner of the conditional or contingent fee. Except by power of appointment so to do, one can convey no greater estate than he has. §3997 Burns 1908, §2961 R. S. 1881. An estate will be presumed to be a fee simple, unless it is expressed that the estate shall be a lesser one. §3960 Burns 1908, §2929 R. S. 1881.

4. Under the rule that where an estate is given to a person generally, or indefinitely, with a power of disposition, it covers the fee, and any limitation over is void, for repugnancy, there is no general power of disposition of the fee for the use or benefit of the life tenant, nor is there any limitation over; but within the rule that where the testator, or grantor, gives to the first taker an estate for life only, by certain and express terms, and annexes to it a power of disposition, the devisee, or grantee, will not Take an estate in fee, notwithstanding the naked gift of a power of disposition. Mulvane v. Rude (1896), 146 Ind. 476, and eases collected.

5. Here there is no question of the power of appointment to one of a class. In the absence of the exercise of the power, the deed conveyed a life estate to Mary Bowers, with remainder or conditional fee to David Bowers, if living at her death, and if not then living, remainder or conditional fee to the heirs (probably here to be read “children”), but both these remainders or conditional fees were subject to be devested by the execution of a conveyance [606]*606by Mary Bowers. Outland v. Bowen (1888), 115 Ind. 150; Roome v. Phillips (1886), 24 N. Y. 463, 7 Am. St. 420.

6. Mary Bowers had no interest in the fee, but had, by the conveyance to her, a naked power of appointment, and had that appointment been made without pecuniary benefit to herself, it w'ould have been valid. The power is not an estate, and does not imply ownership or an estate, nor does it enlarge a life estate into a fee. Wiley v. Gregory (1893), 135 Ind. 647; Dunning v. Vandusen (1874), 47 Ind. 423, 17 Am. Rep. 709; Burleigh v. Clough (1872), 52 N. H. 267, 13 Am. Rep. 23; Eaton v. Straw (1846), 18 N. H. 320; Sewall v. Wilmer (1882), 132 Mass. 131; Denson v. Mitchell (1855), 26 Ala. 360; Benesch v. Clark (1878), 49 Md. 497; Henderson v. Vaulx

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Bluebook (online)
91 N.E. 922, 174 Ind. 601, 1910 Ind. LEXIS 147, Counsel Stack Legal Research, https://law.counselstack.com/opinion/beatson-v-bowers-ind-1910.