Hawkins & Roberts, Inc. v. Jerman

35 P.2d 248, 147 Or. 657, 1934 Ore. LEXIS 149
CourtOregon Supreme Court
DecidedJune 27, 1934
StatusPublished
Cited by10 cases

This text of 35 P.2d 248 (Hawkins & Roberts, Inc. v. Jerman) is published on Counsel Stack Legal Research, covering Oregon Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hawkins & Roberts, Inc. v. Jerman, 35 P.2d 248, 147 Or. 657, 1934 Ore. LEXIS 149 (Or. 1934).

Opinion

RAND, C. J.

This is a suit to determine adverse claims to real property of which Isaac Durbin died seized in 1913. He left a will, devising the property to his widow, Olive Durbin, for life and, upon the termination of that estate, the will expressly provided that the said lands and premises are ‘ ‘ to be taken by my said daughter Lela Jerman after the death of my said wife and to be held and enjoyed by her during the remainder of her natural life, and upon her death, to descend to the heirs of her body only”. The widow died and Lela Jerman, who is still alive, entered as a life tenant under the will and later sold and conveyed her interest therein and, by mesne conveyances, the same is now vested in the plaintiff.

Lela Jerman has two sons living, Edward D. Jerman and Paul Jerman. Edward D. Jerman has one son, Edward Jerman, Jr., who is a minor and under the age of 14 years. Paul Jerman has two children living and it is alleged in the complaint that Edward D. Jerman, the father of Edward Jerman, Jr., Paul Jerman and his two children have also conveyed their interest in the property and that the same is now vested in the plaintiff. There is no allegation in the complaint that Edward Jerman, Jr., the minor son of Edward D. Jerman, has ever conveyed or parted with his possibility of inheriting under the will of Isaac Durbin. There are but two defendants specifically named in the complaint and these are Lela Jerman and Edward Jerman, Jr., and, as to each of them, the prayer of the complaint is that plaintiff’s title be *660 quieted and that plaintiff be decreed to be the owner in fee of the premises.

So far as the record shows, no person appeared as a defendant in. the suit except Edward Jerman, Jr., and as to him the record shows that the attorney for plaintiff filed an affidavit stating that he was a minor and under the age of 14 years and had no guardian and moving that Walter Führer, an attorney of this court, be appointed as guardian ad litem for said minor, and he was so appointed. He made no appearance in the case except to appear and demur to the complaint.

Upon the overruling of the demurrer, a decree was entered quieting plaintiff’s title as against said minor and the other defendants in the suit and, from that decree, he only has appealed.

It is alleged in the complaint that plaintiff is the owner in fee of the premises. If this allegation stood alone and there were no other facts alleged, the truth of the fact of ownership would, for the purposes of the demurrer, be deemed to be admitted but where, as here, there are other facts alleged upon which such ownership depends and such facts so alleged in themselves show that the claim of ownership is unfounded, then the alleged ownership is not admitted by the demurrer. The question of ownership, therefore, so far as the rights of this defendant minor are concerned, is open for decision upon this appeal regardless of the fact that all the other defendants may have been satisfied with the decree.

It is very evident that the future estate and interest of this minor in the premises in controversy, if any such should arise, will flow from the will of Isaac Durbin and not through any inheritance from his father or his grandmother. Whether he will ever have any such interest or estate in the lands in controversy will *661 depend upon whom the lands will devolve at the time of Lela Jerman’s death. Who snch persons may be cannot now be ascertained and whether any of the parties named as defendants in this suit will be living at the time of her death or who of them will be so living is now unknown. It is entirely possible that Edward D. Jerman, the father of this minor, may be dead, and, in that event, if he has no living issue other than his present son, this defendant will take at least an undivided one-half interest in the fee, and, if by any contingency, Paul Jerman and the heirs of his body should also be dead, then this minor defendant would take all the fee if the intent of the will of Isaac Durbin is given the effect that he clearly intended it to have. In Jerman v. Jerman, 129 Or. 402, 407 (275 P. 915), this court said:

‘ ‘ The first life estate provided for by the will, that of Olive Durbin, the widow of testator, has been terminated by her death, but Lela Jerman, the daughter of testator, is living and is now in the possession and enjoyment of the property as a tenant for life. Until her death no one knows who will take under the will. Until that time it is uncertain whether the defendant, Paul Jerman, will be living when his mother dies. If he is then living he will, by virtue of his grandfather’s will, acquire a fee simple title to some part at least of the property; but if he is not living at that time, no title to the land can ever vest in him, for under the will, the title must vest in those who answer to the description ‘heirs of her body’ at the time of her death, and, to answer that description, they must be living at that time. It is wholly possible that, at the time of the death of the mother Ed Jerman may be living, or, if not living, he may leave living descendants, and Paul Jerman and all of his descendants may be dead. In that case, the whole property will pass under the will to Ed Jerman, if living, and, if not, to his children or grandchildren if he leaves any surviving him.

“It is clear that Paul Jerman, during the lifetime of his mother, has no estate of inheritance in the land. *662 An estate of inheritance is an estate which may descend to heirs: 1 Bouvier’s Law Dictionary, p. 693; Washb. R. P. 51; 1 Steph. Com. 218. The most he can have while both he and his mother are living is a remainder which may ripen into a fee simple title if he survives his mother; but, if he dies first leaving lineal descendants, his children, upon the death of his mother, would not inherit from him, but would take the property under the will.”

The plaintiff-contends, however, that all the estates of remainder created by the will of Isaac Durbin in the heirs of the body of Lela Jerman, his daughter, are defeated by her conveyance of the life estate and those of Edward D. and Paul Jerman, her sons, to plaintiff and that, by these' conveyances, the greater and lesser estates having been merged in the plaintiff, all such contingent remainders have been defeated.

Estates tail, as known at common law, have been abolished in this state: Rowland v. Warren, 10 Or. 129; Lytle v. Hulen, 128 Or. 483 (275 P. 45). The rule in Shelly’s Case that “when the ancestor, by any gift of conveyance, takes an estate of freehold, and in the same gift or conveyance an estate is limited, either immediately or mediately, to his heirs in fee or in tail, the word heirs is one of limitation of the estate, and not of purchase, and the estate of inheritance vests immediately in the ancestor” (1 Coke 104; 3 Cru. Dig. 325; Dennett v. Dennett, 40 N. H. 498), so far as applying to a devise has been abrogated by section 10-526, Oregon Code 1930, which provides:

“If any person by last will devise any real estate to any person for the term of such person’s life, and after his death, to his or her children or heirs, or right heirs in fee, such devise shall vest an estate for life only in such devisee, and remainder in fee simple in such children.”

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Bluebook (online)
35 P.2d 248, 147 Or. 657, 1934 Ore. LEXIS 149, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hawkins-roberts-inc-v-jerman-or-1934.