Clarke v. Clarke

116 S.E.2d 449, 253 N.C. 156, 1960 N.C. LEXIS 484
CourtSupreme Court of North Carolina
DecidedOctober 12, 1960
Docket166
StatusPublished
Cited by9 cases

This text of 116 S.E.2d 449 (Clarke v. Clarke) is published on Counsel Stack Legal Research, covering Supreme Court of North Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Clarke v. Clarke, 116 S.E.2d 449, 253 N.C. 156, 1960 N.C. LEXIS 484 (N.C. 1960).

Opinion

MooRE, J.

“A limitation by . . . will ... to the heirs of a living person, shall be construed to be to the children of such person, ■unless a contrary intention appear by the . . . will.” G.S. 41-6. (Emphasis added.) In paragraphs 4 and 5 of the will of Maggie M. Clarke provision is made for the college education of the “heirs” of testatrix’s sons, Norman and Rudolph. These sons were living at the time of the execution of the will and survived the testatrix. There is nothing in the will which indicates that testatrix intended to use the word “heirs” in its technical sense. Indeed a contrary intent is shown. It is provided in paragraph 7 that Norman and Rudolph are to share in the residue of the bonds after termination of the trust. Therefore testatrix contemplated that they might outlive the trust. Obviously she did not intend by the word “heirs” to designate beneficiaries of the trust as of the date of the deaths of Norman and Rudolph. Our construction is that the word “heirs,” as used in paragraphs 4 and 5, means “children.” Lide v. Mears, 231 N.C. 111, 56 S.E. 2d 404.

As corrected, paragraph 4 reads: “I give 50% of my war bonds and their accumulation to the children of my son, Norman M. Clarke, to be used for college education only.” This item must be construed to mean that testatrix gave the bonds, to be used for college education, to the children of Norman who were living at the death of the testatrix. “. . . (a) legacy given to a class immediately, vests absolutely in the persons composing that class at the death of the testator; for instance, a legacy to the children of A: the children in esse at the death of the testator take estates vested absolutely, *161 and there is no ground upon which children who may be born after-wards can be let in.” Mason v. White, 53 N.C. 421, 422. But where the gift is not immediate and there is an intervening life estate, the rule is otherwise. Ibid, 422. See also Privett v. Jones, 251 N.C. 386, 393, 111 S.E. 2d 533; Sawyer v. Toxey, 194 N.C. 341, 343, 139 S.E. 692. The rule quoted above has been consistently adhered to in this jurisdiction. Cole v. Cole, 229 N.C. 757, 760, 51 S.E. 2d 491; Sawyer v. Toxey, supra; Wise v. Leonhardt, 128 N.C. 289, 38 S.E. 892; Walker v. Johnston, 70 N.C. 576, 579.

What is ordinarily denominated “the rule against perpetuities” is as follows: No devise or grant of a future interest in property is valid unless the title thereto must vest, if at all, not later than twenty-one years, plus the period of gestation, after some life or lives in being at the time of the creation of the interest. If there is a possibility such future interest may not vest within the time prescribed, the gift or grant is void. Parker v. Parker, 252 N.C. 399, 402-3, 113 S.E. 2d 899; McPherson v. Bank, 240 N.C. 1, 15, 81 S.E. 2d 386.

The beneficiaries under the provisions of paragraph 4 were designated and in being at the death of the testatrix. Since the benefits were for their personal enjoyment, their rights thereto must vest, if at all, during their lives. Therefore, the rule against perpetuities has no application here and paragraph 4 is a valid testamentary disposition. What is said here with respect to paragraph 4 is equally applicable to paragraph 5, and it is likewise valid. The beneficiaries in paragraph 5 are the children of Rudolph who were living at the death of testatrix. There is nothing in the will which shows an intention on the part of the testatrix to avoid the quoted rule in the Mason case. "In our opinion, the testatrix did not intend a disposition of her property which would violate the rule against perpetuities.” Elledge v. Parrish, 224 N.C. 397, 400, 30 S.E. 2d 314. The presumption is that the testatrix intended to make a legal and valid disposition of her property. Trust Co. v. Waddell, 234 N.C. 454, 460, 67 S.E. 2d 651.

The factual situation in Parker v. Parker, supra, though somewhat similar to that in the instant case, is distinguishable. In item 6 of the Parker will there was a devise of land to Cheshire J. Parker for life with remainder over at his death to his children. This was a gift to a class, subject to a life estate. The gift vested in those children of Cheshire J. Parker who were living at the death of the testator, subject to open up and make room for his after-born chil *162 dren. In item 7 of the Parker will land was devised to Cheshire J. Parker in trust, the income to be used for college education of children. In item 7, the only designation of beneficiaries is the words “the children.” Without reference to item 6 there is no way to determine what children or whose children are intended. Therefore, the only permissible inference is that “the children” are those children referred to in the preceding paragraph. “The children” in the preceding paragraph included after-born children. This then is one of the differentiating features of the Parker case. It is true that there are also important considerations in Parker as to remoteness of vesting of title which do not arise here. The two cases are significantly different.

In the case at bar the will sets no time or age limitations on the use of the funds by the beneficiaries for college education. “The court cannot make a will for the testator nor add to the valid portions of his will provisions which are not therein expressed.” Hodges v. Stewart, 218 N.C. 290, 292, 10 S.E. 2d 723. The time of termination of the trust, for college education, may depend on many varying circumstances which cannot now be foreseen. In apt time it may be determined by the beneficiaries themselves or by the court in an appropriate proceeding. The provision of the will that trust funds may “in case of emergency or dire necessity ... be used . . . by the parties” is a subordinate feature of the trust and the time within which such use may be made of them will not extend beyond the termination of their use for college education.

It seems to us clear that it is the intention of the testatrix, as gathered from paragraph 6, that the executor retain the bonds and administer the trust. Direction is given that the fund is to be issued to the father whenever the children “qualify to receive it.” This means that when a particular child enters college and pursues his or her studies there, the executor is to provide the father with funds to meet the expense. This is a matter of convenience in administration. It relieves the executor of much detail, to a large extent frees him of the responsibility for seeing that the individual expenditures are proper, and makes the fund more readily available to the child. The conclusion that the executor is charged with the duties as trustee of the fund is further borne out by the provision that, at the termination of the trust, the residue is to be divided among the five children of testatrix. This can be best achieved if the fund is retained and administered by one person.

Equity requires that resort, for the payment of decedent’s debts, funeral expenses and the costs of administration, first be had to *163

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Cite This Page — Counsel Stack

Bluebook (online)
116 S.E.2d 449, 253 N.C. 156, 1960 N.C. LEXIS 484, Counsel Stack Legal Research, https://law.counselstack.com/opinion/clarke-v-clarke-nc-1960.