Holton v. Jones.

45 S.E. 765, 133 N.C. 399, 1903 N.C. LEXIS 75
CourtSupreme Court of North Carolina
DecidedNovember 17, 1903
StatusPublished
Cited by7 cases

This text of 45 S.E. 765 (Holton v. Jones.) 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
Holton v. Jones., 45 S.E. 765, 133 N.C. 399, 1903 N.C. LEXIS 75 (N.C. 1903).

Opinion

Connou, J.

This is an action brought for the recovery of the land described in the complaint, and submitted to the Court upon an agreed state of facts. On the 15th April, 1884, Alfred Holton died seized of the land, having first executed his last will and testament, the second item of which is as follows :

“I give and devise unto Sarah Ann Allen, wife of H. B. Allen, and the heirs of her body, for the natural love I bear unto the said Sarah Ann Allen and her offspring and for services she has rendered unto me before and since her marriage, *400 for the term of their natural lives, certain lands as follows: -x- * * To have and to hold to them, the said Sarah Ann Allen and the heirs of her body, during their lifetime, then to go to the grandchildren of the said Sarah Ann Allen and their heirs in fee-simple forever. It being my desire that the Bowen tract and the balance of the Moffitt tract, as described above, be allotted to Mattie Lucinda Allen, daughter of H. B. Allen and Sarah Ann Allen, when she arrives at the age of womanhood. It is my desire that the Allred tract, as mentioned above, be allotted to John Allen, son of H. B. Allen and Sarah Ann Allen, when he arrives at the age of manhood. I desire that an equal division be made according to valuation of all home lands and the pine tract, as described above, between the bodily heirs of Sarah Ann Allen, as aforesaid, without power of sale, as expressed in the beginning of this item.”

Item eight of the will is as follows: “It is my desire that all such property that is not itemized and bequeathed or devised herein be sold at public auction to the highest bidder for cash, and the net proceeds to be placed at interest for the benefit of the bodily heirs of the said Sarah Ann Allen during their minority, when they arrive at the lawful age the principal, together with all interest accrued thereon, share and share alike, but no principal to be drawn during their minority.”

The testator died without issue or lineal heirs, it appears from the agreed state of facts, and the plaintiffs are his heirs at law. At the time of the death of the testator Sarah Ann Allen had two children living, Mattie and John B. Mattie died intestate on April 13, 1893, unmarried and without issue. John B. died on June 22, 1899, unmarried and without issue. Sarah Ann Allen died on March 24, 1895, intestate.

The defendants are the collateral relations of John B. *401 Allen, deceased, and are in possession of tbe lands devised by tbe testator. There was other personal property not mentioned in the several items of the will, but no other real estate than that described.

His Honor rendered judgment in favor of the plaintiffs and the defendants appealed.

The title to the land, by the language of item two, passed to Sarah Ann Allen and her bodily heirs, which, reading the entire will, we construe to mean children for life, remainder to the grandchildren of the said Sarah Ann Allen. There being no grandchildren m esse at the time of the execution of the will or the death of the testator, the fee vested in his heirs at law. Upon the birth of grandchildren of Sarah Ann Allen, his heirs would have held to their use, and by operation of law the legal title would have vested in them — they taking as a class which would have opened to admit others answering the description of the class.

Pearson, J., in Lea v. Brown, 56 N. C., 148, says: “In regard to the land there is no difficulty; for it is a well settled rule that all real estate which is not effectually disposed of by will devolves upon the heir at law. * * * So that if a devise fails to take effect because it is void, or' by reason of the death of the devisee, the subject devolves upon the heir.” This was said without reference to section 2142 of The Code. If the land is directed to be sold by the executor the title is in the heir until the power is executed. Ferebee v. Proctor, 19 N. C., 439; Proctor v. Ferebee, 36 N. C., 143; 36 Am. Dec., 34; Gay v. Grant, 101 N. C., 219.

No grandchildren having been born to Sarah Ann Allen the question arises, to whose use do the heirs of the testator hold the land? The defendants contend that by virtue of item eight of the will the land is to be sold and the proceeds paid over to the representatives of the children of Sarah Arm *402 Allen, and tliat, as John B. Allen was tbe .sole representative of bis deceased sister, they, as his representatives, are entitled to the proceeds, or, as they elect, to take the possession of the land. It is doubtful whether in any aspect of the case the defendants can take as heirs of John B. Allen. If the eighth item be given the construction contended for by the defendants, the language operated as a conversion “out and out,” and John B. would, at his majority, have taken the proceeds as personalty, and upon his death it would have passed to his administrator for distribution. In Benbow v. Moore, 114 N. C., 263, Shepherd, C. J., quoting Williams on Executors, says: “That every person claiming property under an instrument directing its conversion must take it in the character which that instrument has impressed upon it, and its subsequent devolution and disposition will be governed by the rules applicable to that species of property.” The case, however, was not presented or argued upon this view.

The plaintiffs contend that the eighth item is not a residuary clause, and that in no point of view does it include or have any reference to the land devised to Sarah Ann Allen in the second item. Section 2142 of The Code provides: “Unless a contrary intention shall appear by the will, such real estate or interest therein as shall be comprised or intended to be comprised in any devise in such will contained which shall fail or be void by reason of the death of the devisee in the lifetime of the testator, or by reason of such devise being contrary to law or otherwise incapable of taking effect, shall bo included in the residuary devise (if any) contained in such will.” This section of The Code, enacted in 1844, is a copy of the English statute upon the same subject. It will be observed that it provides for such devises as shall fail or be void: 1. By reason of the death of the devisee during the lifetime of the testator; 2. By reason of such devise being contrary to law; 3. Or otherwise incapable of taking effect.

*403 If it should be conceded, as contended by the defendants, that item eight is within the definition of a residuary clause, and that a devise of land incapable of taking effect would, “unless the contrary intention shall appear'by the will,” pass thereunder, we are of the opinion that in this case a contrary intention is to he gathered from the entire will.

Mr. Schouler, in his work on Executors, section 521, says: “That on general principles the heir at law is favored as much as possible, even to the detriment of a residuary devisee; and, accordingly, a specific devise lapsing by the death of a de-visee, the ‘heir’ and not the residuary legatee takes the advantage ; and, in fact, whether a devise lapsed or was void db ini-tio,

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Bluebook (online)
45 S.E. 765, 133 N.C. 399, 1903 N.C. LEXIS 75, Counsel Stack Legal Research, https://law.counselstack.com/opinion/holton-v-jones-nc-1903.