Carroll v. Herring

104 S.E. 892, 180 N.C. 369, 1920 N.C. LEXIS 95
Supreme Court of North Carolina·Decided November 17, 1920·Published·Cited by 57 cases

Opinion

WalKER, J.,

after stating the case: Plaintiffs admit that, about the year 1902 or 1903, and prior to his death, James A. Carroll conveyed such interest as he had in the 37 acres of land, lying east of the Holly land, and that he was never in possession of this land again. The last clause in the above item, by which this 37 acres of land was devised, shows clearly that it was the intention of the grantor for his son, James A. Carroll, to have a fee-simple estate in the land devised to him, to do with and dispose of as' he saw fit. This last clause is susceptible of but one meaning. What words could the testator have used to more clearly express his desire than “Both of said tracts to the said James A. Carroll in fee, but if he died without heirs possessing these lands, or either trad, with remainder to the heirs of J. W. Car-roll.”

It cannot be seriously contended that the testator intended that the heirs of J ames A. Carroll should be in the possession of the lands at his death. It is true that by inclosing the words, “without heirs” in commas, the intent could have been more quickly and surely discovered.

The intention of the testator, as expressed in his will, is not controlled by the punctuation therein, which may be disregarded, where it conflicts with the manifest intention of the testator, and by so doing the meaning of the will is made more obvious. The court may also supply punctuation for the purpose of clearing up an ambiguity in the will, except in cases where no real ambiguities exist other than that which the punctuation itself creates. 40 Cyc., 1403 (g).

If the testator had desired or intended to convey a life estate only, with remainder over, he would not have inserted the words “or either tract,” for certainly, if the devisee had the power to convey one tract, he had the power to convey both.

“When real estate shall have’ been devised to any person, the same shall be held and construed to be a devise in fee simple, unless such devise shall, in plain and express words, or it shall be plainly intended by the will, or some part thereof, that testator intended, to convey an estate of less dignity.” Pell’s Revisal, sec. 3138; Whitfield v. Garris, 134 N. C., 24.

Having devised an estate in fee, it is said that there was no estate left in testator to dispose of. If one devise in fee simple he cannot make a limitation over by way of executory devise without cutting down the [371] first fee, in order to make room for tbe second; for, after giving a fee simple absolutely, there is no part of tbe estate or interest left in bim. So, if one devise in fee, without an express limitation, and give a general power to .dispose of tbe land, be cannot make a limitation over to a third person in ease tbe first taker dies- without disposing of tbe land, or as to such parts as be does not dispose of, for tbe general power confers tbe absolute ownership, and leaves nothing in the devisor. This was said by Chief Justice Pearson, in McDaniel v. McDaniel, 58 N. C., 353.

“A devise of an estate, generally or indefinitely, with a power of disposition over it carried a fee.” Patrick v. Morehead, 85 N. C., 62; Herring v. Williams, 158 N. C., 1.

“Having annexed a condition after devising a fee, tbe condition is void.” Lattimer v. Waddell, 119 N. C., 370.

Where real estate is given absolutely to one person, with a gift over to another of such portion 'as may remain undisposed of by tbe first taker at bis death, tbe gift over is void, as repugnant to the absolute property first given; and it is also established law that where an estate is given to a person generally or indefinitely with a power of disposition, or to bim, bis heirs and assigns forever, it carries a fee, and any limitation over or qualifying expression of less import is void for repugnancy. Tbe only exception to such a rule is where tbe testator gives to tbe first taker an estate for life only, by certain and express terms, and annexes to it tbe power 'of disposition. In that particular and special case tbe devisee for life will not take an estate in fee, notwithstanding tbe naked gift of a power of disposition. Schouler on Wills, Executors and Administrators, pp. 703, 594, in which is cited Mulvane v. Rudd, 146 Ind., 482 and 483 (45 N. E., 659), and others.

Where tbe words of tbe will were, “But should she die without issue and leave any property at her death given by this will,” then over, it was held that an implied power was given, and that tbe devisee acquired' a fee in tbe property. Gallaway v. Durham (Ky., 1904), 81 S. W., 659. Cited in Notes, vol. 30, A. and E. Encyclopedia of Law, p. 737.

An inspection of tbe entire will shows tbe intention of tbe testator to make an equal division among bis children of all bis property, devising bis lands to them in fee, and in only one other instance does be attempt to suggest what shall be done with tbe land after tbe death of tbe devisee, and this suggestion is likewise based on her ownership thereof at her death; but in both these instances tbe devise is in fee, unconditional.

“In construing a will, where there is doubt or ambiguity, tbe true intent and meaning of tbe testator should be gathered from tbe entire instrument, in accordance with tbe rules of law established for tbe purpose. . . . Tbe first taker in a will is presumably tbe favorite of tbe testator, and in doubtful cases tbe gift is to be construed so as to [372] make it as effectual to Mm as tbe language of tbe will, by reasonable construction, will warrant. . . . Tbe law favors tbe early vesting of estates, to tbe end that property may be kept in tbe channels of commerce. Hence, a future or executory limitation under a devise in a will will not be construed as contingent, wben construing tbe will as a whole, it appears that tbe intent of tbe testator was that it should be deemed as vested.” Dunn v. Hines, 164 N. C., 113.

In tbe fifth item of tbe will testator devises 77 acres of land to bis daughter, Maria Purvis, and provides further: “Also one-fourth of tbe residue of my estate, and tbe other three-fourths to be divided equally between Aurelia, John Wesley, and James A. Carroll,” further clearly showing that it was bis intent and desire to make an exactly equal division of all bis property among bis children, or as nearly as it could be done.

Tbe law, also, if possible, adopts tbe just, natural, and reasonable rule of an equal distribution among children (40 Cyc., 1411), and if words are used in one part of a will in a certain sense, tbe same meaning is to be given them wben repeated in other parts of tbe will, unless a contrary intent appears. It is a well settled rule of testamentary construction tbat if it is apparent tbat in one use of a word or pbrase a particular significance is attached thereto by tbe testator, tbe same meaning will be presumed to be intended in all other instances of tbe use by him of tbe same word or pbrase. Taylor v. Taylor, 174 N. C., 537.

Tbe above principles are stated as illustrating tbe trend of what this court, and others, have said upon subjects somewhat related to tbe question we have in hand, and not as approving all tbat has been thus said in tbat regard. Though technical doctrines have weight with us in some cases, they will not be allowed to defeat tbe evident intention of tbe testator in construing bis will.

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Carroll v. Herring, 104 S.E. 892, 180 N.C. 369, 1920 N.C. LEXIS 95 (N.C. 1920).

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