Elledge v. . Parrish

30 S.E.2d 314, 224 N.C. 397, 1944 N.C. LEXIS 371
Supreme Court of North Carolina·Decided June 2, 1944·Published·Cited by 6 cases

Opinion

*399 Seawell, J.

Notwitbstanding tbe more rigorous position taken in tbe answer to tbe petition, counsel for appellants in tbeir brief bere seem to concede tbat, if necessary, tbe real estate in controversy might be sold under tbe provisions of tbe will for tbe maintenance and support of petitioner’s ward, Ealpb Mason Snow. In tbis view, tbe appellants would be interested only in preserving to themselves what might be left of tbe estate after reasonable satisfaction of tbe burdens placed upon it by tbe will for tbe necessary support of Ealpb Mason Snow during a life tenancy. Since no question has been raised as to tbe reasonableness or necessity of tbe sale for tbe purpose indicated, we come near to having an academic question laid on tbe table in tbe closing phase of tbe controversy — since decision need not necessarily rest on a determination of tbe nature of tbe estate conferred on Ealpb Mason Snow by tbe will. However, the controversy resolved itself into a difference between tbe parties in tbe construction of tbe will. Tbe judgment was rendered upon tbe theory tbat Ealpb Mason Snow bad a fee simple title to tbe realty in controversy, and declares tbat appellants have no interest therein. To avoid tbe probability of further litigation and appeal, we feel tbat it would not be amiss to settle tbis basic question upon tbe present appeal.

Tbe solution to tbe problem presented on appeal depends upon tbe significance which must be attached to tbe term “bodily heirs” as used in paragraphs 3 and 9 of tbe will.

Certainly, if we can conceive tbe testatrix as using tbe expression "bodily heirs" in tbe strict technical sense of issue, tbe devise would not be limited to tbe immediate issue, or children, of William Y. Snow, tbe first taker, but would include tbe rest of bis lineal descendants in indefinite succession. Albright v. Albright, 172 N. C., 351, 90 S. E., 303. In tbat case, tbe appellants would take, if at all, upon tbe contingency of an indefinite failure of issue of William Y. Snow; and since tbat event would not necessarily happen within tbe limits of tbe rule against perpetuity — life or lives of persons in being and twenty-one years and some months thereafter — the executive limitation over to appellants would b,e void; or if, by construing these terms technically, we could come to tbe conclusion tbat tbe effect of tbe limitation to tbe bodily heirs of William Y. Snow is to create an estate in tail, tbe statute would convert tbis into an estate in fee in Ealpb Mason Snow, tbe first taken in tbe line of tbe indefinite succession. G. S., 41-1; Starnes v. Hill, 112 N. C., 1, 16 S. E., 1011; Hodges v. Lipscomb, 128 N. C., 57, 63, 38 S. E., 281; Revis v. Murphy, 172 N. C., 579, 90 S. E., 573; Keziah v. Medlin, 173 N. C., 237, 91 S. E., 836.

It is to be doubted whether under tbe facts of tbis case tbe Court would be justified in delving deeply into tbe learning respecting perpe- *400 tuities, entails, or tbe policy of tbe laws wbicb have been devised in tbe interest of tbe early vesting of estates and freer alienation.

In our opinion, tbe testatrix did not intend a disposition of ber property wbicb would violate tbe rule against perpetuities or entail tbe estate —not because of a conscious restraint from these prohibited practices, but because ber care was for tbe more immediate objects of ber bounty. There are certain expressions in both tbe 3rd and 9th paragraphs of tbe will wbicb can hardly be reconciled with tbe theory that testatrix intended to exert a posthumous control over tbe succession for an indefinite period.

In tbe 3rd paragraph she provides: “Whatever remains after bis death shall go to bis bodily heirs and if they are under age, at the time of my son's death, a guardian shall be appointed for tbe minor heirs of my son, William Y. Snow.” Tbe 9th paragraph is as follows : "That in case my son, William V. Snow, and his bodily heirs should die, leaving .part of my estate, then I will and desire that my nephew, Archie Parrish and bis wife, Jennie Parrish, receive whatever remains.” It will be observed that she first refers to bodily heirs — that is, tbe class of bodily heirs of wbicb she is thinking — as possibly being under age at the death of her son, and provides that a guardian be appointed for them; and again she refers to tbe death of ber son, William Y. Snow, and bis bodily heirs, certainly not with any conception that this might occur generations apart, or at a remote time, but in such time that, if surviving them, appellants might receive whatever remains. Clearly she did not bave in mind a lineal descent wbicb might sweep down through succeeding generations.

Tbe alternative to this view is that she used tbe term “bodily heirs” in a nontechnical sense, as meaning tbe children of William Y. Snow, rather than in tbe strictly technical sense, wbicb would mean bis lineal issue.

Often, where a devise is found to create an estate in tail or to offend tbe rule against perpetuities, it will be discovered that such disposition of tbe property was really tbe intent of tbe donor; but where that result must be reached solely by assuming that tbe testator used tbe critical words in their strict technical significance, we are not required to indulge tbe presumption of technical use against tbe testamentary intent, when it may be reasonably ascertained from a contextual construction. Daniel v. Bass, 193 N. C., 294, 136 S. E., 733; Albright v. Albright, supra, and cases cited. In this case we are satisfied that tbe testatrix used tbe term “bodily heirs” as descriptio personarum — meaning tbe children of ber son, William Y. Snow — rather than as a technical term qualifying tbe estate and setting up an indefinite succession. Starnes v. Hill, supra.

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Elledge v. . Parrish, 30 S.E.2d 314, 224 N.C. 397, 1944 N.C. LEXIS 371 (N.C. 1944).

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