Hudson v. deLaval

382 So. 2d 1124, 1980 Ala. LEXIS 2836
CourtSupreme Court of Alabama
DecidedMay 2, 1980
Docket79-225
StatusPublished
Cited by1 cases

This text of 382 So. 2d 1124 (Hudson v. deLaval) is published on Counsel Stack Legal Research, covering Supreme Court of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hudson v. deLaval, 382 So. 2d 1124, 1980 Ala. LEXIS 2836 (Ala. 1980).

Opinion

SHORES, Justice.

Plaintiffs are the children of G. W. Dunn and Lucy Dunn. ,The defendants are children of G. W. Dunn by a previous marriage and Lucy Dunn by a previous marriage, each of whom had eight children. The plaintiffs claimed title to the property involved under an instrument1 dated December 1, 1964, and asked the court to quiet title to the land in them. They asked the court to order the defendants to accept the sums of money set out in the instrument.

The defendants contended that the instrument was not a deed, and if it were intended to be, was void because it was not delivered or, alternatively, was void as vio-lative of the rule against perpetuities. They also asked the court to declare the instrument testamentary in character and, therefore, void because it was not executed in compliance with the statute controlling the execution of wills.

The trial court, after hearing the evidence, entered a decree finding:

That the instrument is a deed;

That the conditions in the instrument are conditions precedent, the performance of which is necessary to vest the title to the property in the plaintiffs and that compliance with those conditions could not be defeated by the defendants’ refusal to accept the sums set out in the instrument and proffered by the plaintiffs;

That the instrument is not void as viola-tive of the rule against perpetuities, in that the conditions to be performed were to be performed by the plaintiffs in their lifetime, or the title would not have vested in them but would have remained vested in the grantors had they failed to perform such conditions. The instrument did not give the right to perform the conditions to anyone other than the plaintiffs and, thus, title must vest, if at all, within their lifetimes; and

That there was a valid delivery of the deed.

The defendants appealed. We affirm.

[1125]*1125Whether an instrument is a will or deed is governed by the intention of the maker,' as gathered from the instrument itself. In Marsh v. Rogers, 205 Ala. 106, 87 So. 790 (1920), the parties, attempting to have the instrument declared void, argued that it was testamentary in character, not delivered, and conveyed no present interest. This Court, speaking through Chief Justice Anderson, said of the instrument set out below 2:

The instrument in question is in form a deed, has every earmark of one, and is unquestionably a deed, and not a testamentary document. There is no effort to postpone the operation of the same until the death of the grantor, and the interest conveyed is not posthumous. [Citations omitted.] The reservation by the grantor of the use and control of the land during her life did not postpone the operation of the deed until her death. [Citation omitted.] On the other hand, the reservation of the use and control of the land during her life negatives an intention on her part to make it a testamentary document. If she meant it as a will, it could not become operative until her death, and the reservation of the use and control of the land during her life was needless .
The intention of the maker is the controlling inquiry, and that intention is to be gathered, primarily, from the language of the instrument itself; but this does not, in case of inapt phraseology, preclude proof of instructions given to the draughtsman, in reference to the nature of the paper he was expected to prepare.

Marsh v. Rogers, supra, pp. 107-108, 87 So., p. 791.

The instrument in this case purports to be a deed, has all of the earmarks of a deed, and the court found that it had been delivered, the only disputed fact. The court correctly applied the law to the undisputed facts and correctly held that the instrument was a deed and was not void as violative of the rule against perpetuities. Thus, the judgment appealed from is affirmed.

AFFIRMED.

TORBERT, C. J., and MADDOX, JONES and BEATTY, JJ., concur.

APPENDIX

DEED

STATE OF ALABAMA

CRENSHAW COUNTY

KNOW ALL MEN BY THESE PRESENTS, that G. W. Dunn and Lucy Dunn, husband and wife, for and in consideration of the sum of One Dollar and love

[1126]*1126and affection for our children, to us in hand paid by Nancy Lou Dunn deLaval and Erma Nell Dunn Armbruster, the receipt whereof is hereby acknowledged, do by these presents, and subject to the conditions stated herein, grant, bargain, sell and convey unto the said Nancy Lou Dunn deLaval and Erma Nell Dunn Armbruster, the following described real estate situated in Crenshaw County, Alabama, to-wit:

The NWV4 of SEVi less a strip across the north side thereof for a public road, the SWV4 of SEVi and NEV4 of SE'A, all in Section 20, Township 6, Range 18, containing 120 acres, more or less.

TO HAVE AND TO HOLD the afore-granted premises, subject to the conditions stated herein, unto the said Nancy Lou Dunn deLaval and Erma Nell Dunn Arm-bruster, their heirs and assigns.

The conditions of this conveyance are as follows and upon compliance with the conditions stated herein this deed shall be in full force and effect, otherwise the. same shall be null and void and of no effect:

1. The grantees shall pay to the following named persons, if living, and to their heirs at law if deceased, the following amounts:

$2,000.00 to Jimmie Lucile Weed.
$214.00 to Joy Elaine Weed King.
$214.00 to Judy Lynn Weed.
$428.00 to Marvin Tranum Weed.
$428.00 to Walter Mack Weed.
$428.00 to Mary Lucy Weed Geuder.
$428.00 to Audrey Ruth Weed Liegy.
$428.00 to Sandra Weed Short.
$200.00 to Hershel Lee Dunn.
$200.00 to Flora Rochelle Dunn Mudd.
$200.00 to Sanford Carroll Dunn.
$200.00 to Cubert Kelley.
$200.00 to Margaret Murl Dunn Williams.
$200.00 to Freeman Henderson Dunn.
$200.00 to Ruby Lee Dunn Hudson.
$200.00 to Clyde William Dunn.

Receipts from the above named parties shall be recorded along with this deed and shall be evidence of the compliance with this condition.

2. This deed shall be effective to pass title to the land described herein upon compliance with the conditions named herein, but shall not be effective and title shall not pass otherwise.

3. That portion of the land which is owned by grantor, Lucy Dunn, if rented out during the year of her death, is sold subject to the rent contract and if G. W. Dunn survives the said Lucy Dunn the land shall continue to be rented out each year and the rent money shall be put in Brantley Bank & Trust Company each year during the lifetime of my husband, G. W.

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Related

Taylor v. Hodges
507 So. 2d 912 (Supreme Court of Alabama, 1987)

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Bluebook (online)
382 So. 2d 1124, 1980 Ala. LEXIS 2836, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hudson-v-delaval-ala-1980.