Chappell v. White

146 N.C. 571
Supreme Court of North Carolina·Decided February 26, 1908·Published·Cited by 3 cases

Opinion

BnowN, J.,

after stating the facts: Tbe purpose of tbe parol evidence is to fasten upon tbe devisee of Mrs. Burk a constructive or implied trust in this land. It is undoubtedly true that equity constructs and enforces such trusts by reason of acts or purposes of parties which are in violation of good faith. Therefore, within tbe scope of that doctrine, it is very generally held, in this country and in England, that, when tbe testator has made a devise to a certain person and, being about to alter that devise, such devisee induces tbe testator to abstain from making such alteration by a verbal agreement or by conduct leading tbe testator to believe that tbe devisee will use tbe property in tbe manner intended by tbe testator, equity [573] will enforce tbe trust. This doctrine is generally supported upon tbe theory that tbe trust does not act directly upon tbe will by modifying tbe gift, but that it acts upon tbe gift itself, after it has reached tbe possession of tbe legatee. It is contended that tbe written will has been given full effect, as required by tbe statute, by passing tbe absolute legacy, and that tbe equity to prevent fraud raises a trust in favor of those intended to be benefited, and compels tbe devisee or legatee, as a trustee ex maleficio, to turn over tbe gift to them. This doctrine of tbe courts of equity very generally prevails and is supported by eminent test writers. In fact, it at one time prevailed in this State. We need not examine tbe soundness of tbe reasoning in support of it, nor consider whether such doctrine does not give opportunity for more frauds than it serves to prevent.

Our statute (Revisal, sec. 3118) enacted in 1844, as construed and expounded by this Court, forbids tbe recognition of such doctrine any longer in this State and tbe following of such precedents, even if our judgment approved them. This statute was evidently enacted in view of tbe decision of this Court, in 1843, in Cook v. Redman, 38 N. C., 623, in which a trust of this kind was upheld. It reads as follows: “No conveyance or other act made or done subsequently to tbe execution of a will of, or relating to any real ox personal estate therein comprised, except an act by which such will shall be duly revoked, shall prevent tbe operation of tbe will with respect to any estate or interest in such real or personal estate as tbe testator shall have power to dispose of by will at tbe time of bis death.”

This statute was construed in 1875 by an exceptionally able Court, and tbe opinion delivered by Chief Justice Pearson in a notable case, which has been since repeatedly cited and approved. Wood v. Cherry, 73 N. C., 110, cited and approved in Avery v. Stewart, 136 N. C., 426; Sykes v. Boone, 132 N. C., 199; Cobb v. Edwards, 117 N. C., 245; Herring [574] v. Sutton, 129 N. C., 107; Pittman's case, 107 N. C., 159, and many other adjudications of this Court.

His Honor below based his ruling upon this leading case, and, as it was earnestly contended upon the argument that it has no controlling applica.ti.on here, we will notice it at length:

James 0. Johnston, of Chowan County, owned a tract of land at Collins’ Point, called his “Point Plantation.” On 12 March, 1863, he executed to one Cherry a so-called lease, whereby he indicated his intention that the lessee should have the land for an indefinite period. This lease was ineffectual to convey any estate, as was afterwards determined by this Court. In April, 1863, James C. Johnston, by will duly executed, devised that property and all other lands in Chowan County to Edward Wood, and constituted him one of his executors. After executing his will, evidently fearing his so-called lease to Cherry was valueless, Mr. Johnston procured said Wood to write the following paper:

“G-. J. Cherry, Esq.
“My Dear Sir : — I address you this note to say to you that it is my desire that, after my death, you shall continue to occupy your present residence at my Point Plantation, retaining possession of the negroes now on the farm, named Jacob, George and Maggie, during your natural life, fulfilling with my executor in Chowan County the same conditions and terms of rent as agreed upon and understood between you and myself heretofore. I further desire that, should you leave a wife at your death, she shall retain possession of said place during her widowhood and occupancy of, upon the same terms. Very truly, your friend,
“Ja. C. JohNstoN.”

It is to be noted that this paper wa§ written by Edward Wood, the devisee and executor of Johnston, and presumably delivered by him to Cherry for Mr. Johnston. It is contended that the distinction between that case and the one at bar is [575] that there was no promise upon tbe part of Wood, tbe devisee, to give effect to tbe expressed wisb of tbe testator, and, therefore, no trust could be implied. Tbe answer to this argument is twofold:

First, an express promise is not essential. Wherever tbe doctrine contended for obtains, it is held that tbe trust will be implied from conduct leading tbe testator to believe that tbe legatee or devisee will use tbe property in tbe manner intended by tbe testator. Amherst College v. Ritch, 151 N. Y., 317, is a leading case, where the authorities are collected. This doctrine was held in this State prior to tbe statute of 1844, and has even been applied to wills executed prior to that time. It was then held that “in such case it is not necessary that a. promise be made in express terms; silent assent to such á proposed undertaking will raise tbe trust.” Cook v. Redman, supra; Thompson v. Newlin (1844), 38 N. C., 338. Tbe wills in those cases were executed prior to tbe act of 1844. In view of such decisions, it can scarcely be doubted that, bad tbe statute not been in tbe way, the Court would have fastened upon tbe devisee, Wood, an implied trust for Cherry’s benefit. Tbe conduct of Wood in writing tbe letter and silently acquiescing in it was ample assurance to Johnston that tbe former would respect and carry out bis wishes.

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