Brinkley v. Day

362 S.E.2d 587, 88 N.C. App. 101, 1987 N.C. App. LEXIS 3446
CourtCourt of Appeals of North Carolina
DecidedDecember 15, 1987
Docket8721DC260
StatusPublished
Cited by10 cases

This text of 362 S.E.2d 587 (Brinkley v. Day) is published on Counsel Stack Legal Research, covering Court of Appeals of North Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Brinkley v. Day, 362 S.E.2d 587, 88 N.C. App. 101, 1987 N.C. App. LEXIS 3446 (N.C. Ct. App. 1987).

Opinion

EAGLES, Judge.

Defendant argues that the trial court erred in declaring that her interest in the apartment was limited to a license to occupy. She contends that the provision grants her a life estate. We agree and reverse the judgment of the trial court.

The relevant portion of the will reads as follows:
The real estate property located at and known as 1015 Caroline Avenue, Winston-Salem, North Carolina, shall become the property of Gary L. Brinkley and any and all income derived from the operation of these apartments shall be the income of Gary L. Brinkley. Helen W. Brinkley, my wife, is to live in the apartment presently occupied by her now for her
*103 lifetime rent free, tax free, fire insurance and maintance [sic] free. All expenses of whatsoever kind or of whatsoever nature shall be paid from the apartment income of this property so that Helen W. Brinkley bears no expense of any kind including the apartment in which she is to occupy for her lifetime.

The intention of the testator, as gleaned from the four corners of the will, must be the “polar star” that guides courts in interpreting the provisions of a will. Wing v. Trust Co., 301 N.C. 456, 463, 272 S.E. 2d 90, 95 (1980). What the testator intended the language of his will to mean is a question of law. Lee v. Barksdale, 83 N.C. App. 368, 350 S.E. 2d 508 (1986), disc. rev. denied, 319 N.C. 404, 354 S.E. 2d 714 (1987). Therefore, the sole issue here on appeal is what legally recognized interests in the apartment the testator intended to devise to the parties. We hold that the testator intended to devise a life estate to defendant with plaintiff taking the remainder in fee.

The trial court erred in classifying defendant’s interest as a mere license to occupy the apartment. A license is not an estate and creates no substantial interest in land. Sanders v. Wilkerson, 285 N.C. 215, 204 S.E. 2d 17 (1974). Rather, a license merely gives the holder the right to do certain specific acts on the property and is generally revocable at will. Id. Consequently, if the instrument grants an interest in, or a right to use and occupy, the land, it should not be construed as granting only a license. 53 C.J.S., “Licenses,” section 79 (1948); see also Rizzo v. Mataranglo, 135 N.Y.S. 2d 92, 16 Misc. 2d 20 (1953), aff’d, 186 N.Y.S. 2d 773, 16 Misc. 2d 21 (1954). We believe the testator intended to devise defendant a substantial interest in the apartment, not a license.

Unlike a license, a life estate is an estate in land, vesting the holder with the right to use and possess the property during his lifetime. See Restatement of Property, section 117 (1936). Technical words of conveyance are not necessary. Keener v. Korn, 46 N.C. App. 214, 264 S.E. 2d 829, disc. rev. denied, 301 N.C. 92 (1980). Consequently, language devising property, “to hold and have in her lifetime,” Owen v. Gates, 241 N.C. 407, 85 S.E. 2d 340 (1955), to “the girls so long as they (or any one of them) desire (or desires) to live in it,” In re Estate of Heffner, 61 N.C. App. 646, 301 S.E. 2d 720, disc. rev. denied, 308 N.C. 677, 304 S.E. 2d 755 *104 (1983), and “to have a home as long as he lives,” Trimble v. Holley, 49 Tenn. App. 638, 358 S.W. 2d 343 (1962), are sufficient to show an intent to devise a life estate. Similarly here, the testator’s language stating that defendant “is to live in the apartment presently occupied by her now for her lifetime” creates a life estate in the apartment.

In addition to the language of the provision itself, other parts of the will reveal an intent that defendant take a life estate. Except for a 1976 Pontiac automobile, a half interest in a savings and checking account, and another half interest in the balance of another account after payment of $15,000 in specific bequests, the interest in the apartment, together with a devise of all the personal property remaining in the apartment, was all that defendant received under the will. Absent a specific manifestation to the contrary, a will should be construed in favor of the surviving spouse and children. Coffield v. Peele, 246 N.C. 661, 100 S.E. 2d 45 (1957). Construing defendant’s interest as something less than a life estate results in a division of the testator’s property heavily favoring the son. Yet, we find nothing in the will or record to otherwise indicate that intent. Instead, limiting defendant’s interest under the will to the apartment, while providing all of the personal property and furnishings which go with it, evidences a testamentary intent to provide defendant with all of the assets necessary to insure that she have a place to live for the rest of her life. A life estate is consistent with that intent.

As plaintiff correctly points out, the first sentence of the provision, by itself, undoubtedly gives plaintiff a fee in all the property, including the apartment. Ordinarily, a devise of real property must be construed to be in fee simple unless the other parts of the will plainly show an intent to create a lesser estate. Welch v. Schmidt, 62 N.C. App. 85, 302 S.E. 2d 10 (1983); G.S. 31-38. Here, however, the two sentences following the devise clearly disclose an intent to give plaintiff less than a fee in the apartment. Therefore, plaintiff takes it only in remainder, not in fee.

We are cognizant of other authority in North Carolina designating language similar to that which we have here as an “exclusive right to occupy,” Anders v. Anderson, 246 N.C. 53, 58, 97 S.E. 2d 415, 419 (1957), and a “privilege of ‘use,’ ” Thompson v. Ward, 36 N.C. App. 593, 595, 244 S.E. 2d 485, 486, disc. rev.

*105 denied, 295 N.C. 556, 248 S.E. 2d 735 (1978). In construing the provisions of a will, however, the court is attempting to discern the intent of the individual testator from the entire will; other cases are often of little value. Wilson v. Church, 284 N.C. 284, 200 S.E. 2d 769 (1973). Defendant’s interest under the will here should be construed as a life estate.

As the court noted in Thompson v. Ward, supra, language that a devisee is to have the premises free of rent and the expense of taxes, insurance, and maintenance, belies its classification as a life estate. A life tenant, of course, has no obligation to pay rent. Moreover, a life tenant owes certain duties to the re-maindermen regarding payment for taxes and insurance and the prevention of waste. See Thompson v. Watkins, 285 N.C. 616, 207 S.E. 2d 740 (1974); Webster, Real Estate Law in North Carolina, section 54.1 (Hetrick rev. ed. 1981). Nevertheless, read as a whole, we believe the provision was intended to qualify plaintiffs interest, not define defendant’s interest.

Ordinarily, the sentence that defendant “is to live in the apartment . . .

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Bluebook (online)
362 S.E.2d 587, 88 N.C. App. 101, 1987 N.C. App. LEXIS 3446, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brinkley-v-day-ncctapp-1987.