In Re Johnston

190 S.E.2d 879, 16 N.C. App. 38, 1972 N.C. App. LEXIS 1636
Court of Appeals of North Carolina·Decided August 30, 1972·No. 7216SC465·Published

Opinion

BROCK, Judge.

The judgment states: “It is further found as a fact that no treaty exists with Lebanon or Syria respecting the rights of citizens of those countries to inherit property within the United States.” We presume the “found as a fact” to be lapsus linguae for two reasons: first, there is no competent evidence to support such determination as a finding of fact; and second, all courts take judicial notice of treaties between the United States and other countries1. 29 Am. Jur. 2d, Evidence, § 33, p. 68. The existence or nonexistence of a treaty between the United States and Lebanon or Syria respecting rights of inheritance is pertinent only for the purpose of determining whether the North Carolina Statute is in conflict with such treaty, in which case the treaty would control. 3 Am. Jur. 2d, Aliens and Citizens, § 12, p. 859. If no treaty exists, there is no conflict.

The judgment states: “It is further found as a fact that Chapter 64, Section 3, of the General Statutes of North Carolina dealing with the right of nonresident aliens to take real and personal property is unconstitutional.” Again we presume the “found as a fact” to be lapsus linguae for two reasons: first, there is no competent evidence to support such determination as a finding of fact; and second, the determination of whether a statute is constitutional is a matter of law.

It is not clear to us how or why the constitutionality of the statute became a question in this case. G.S. 64-3 is restrictive *41 of the right of a nonresident alien to inherit property in that it requires the existence of reciprocal rights. The judgment found as a fact that the alleged nonresident alien heirs had failed to establish any reciprocal rights of inheritance. Having ruled against the alleged nonresident alien heirs for failure to comply with the statute, it seems inconsistent to then declare the statute unconstitutional. Also, we have been unable to find where anyone has properly raised the question of the constitutionality of the statute.

Nevertheless, we hold that the trial judge committed error on the merits. In our opinion G.S. 64-3 is constitutional on its face. We recognize that the United States Supreme Court has held that an Oregon statute, similar to ours, was unconstitutionally applied, but this does not destroy the validity of the provisions themselves. See, Zschernig v. Miller, 389 U.S. 429, 19 L.Ed. 2d 683, 88 S.Ct. 664 (1968). It seems that the unconstitutional application arose from Oregon’s interpretation of the quantum of proof required to establish reciprocity. Such a question has not arisen in this case. The holding by the trial court that G.S. 64-3 is unconstitutional must be reversed.

At common law an alien can take lands by purchase, grant, conveyance, or devise, though not by descent. 3 Am. Jur. 2d, Aliens and Citizens, § 13, p. 859. However, it is a general rule at common law that an alien may hold and convey personal property. The right to hold personal property includes the right to bequeath it to another, and to inherit it as next of kin or legatee. 3 Am. Jur. 2d, Aliens and Citizens, § 12, p. 858. The common law is in force in North Carolina except where modified by statute. G.S. 4-1; State v. Bass, 255 N.C. 42, 120 S.E. 2d 580.

North Carolina has abolished by statute the distinction between real and personal property for the purpose of rights to property by descent and distribution. G.S. 29-3 states: “In the determination of those persons who take upon intestate succession there is no distinction: between real and personal property. . . .” Therefore, absent statutory restriction, it seems that a nonresident alien would be entitled to inherit by intestate succession on the same basis as a citizen or resident. G.S. 64-1 provides: “It is lawful for aliens to take both by purchase and descent, or other operation of law, any lands, tenements or hereditaments, and to hold and convey the same as fully as citizens of this State can or may do, any law or usage to the con *42 trary notwithstanding.” Except for the reciprocity provisions contained in G.S. 64-3, G.S. 64-4, and G.S. 64-5, a nonresident alien is entitled to inherit by intestate succession as fully as a resident alien or a citizen of this country.

We turn now to that portion of the judgment of the trial court which reads as follows: “It is further found as a fact that the alleged heirs at law or the next of kin of the said Charles H. Saleem who reside in Syria or in Lebanon have presented no proof whatsoever of their kinship or the degree of the same nor have they established any reciprocal rights of inheritance between the countries or between citizens and residents of this country and between citizens and residents of a foreign country.”

First we will discuss the finding relative to failure to establish reciprocal rights. G.S. 64-3 provides as follows:

“The right of aliens not residing within the United States or its territories to take real property in this State by succession or testamentary disposition, upon the same terms and conditions as residents and citizens of the United States is dependent in each case upon the existence of a reciprocal right upon the part of citizens of the United States to take real property upon the same terms and conditions as residents and citizens of the respective countries of which such aliens are residents and the right of aliens not residing in the United States or its territories to take personal property in this State by succession or testamentary. disposition, upon the same terms and conditions as residents and citizens of the United States is dependent in each case upon the existence of a reciprocal right upon the part of citizens of the United States to take personal property upon the same terms and conditions as residents and citizens of the respective countries of which such aliens are residents.”

G.S. 64-4 provides that the burden of proving the existence of the reciprocal rights required by G.S. 64-3 shall be upon the nonresident alien. Therefore, if the nonresident alien fails to prove by the greater weight of the evidence the existence of the law providing for such reciprocal rights, he will not be entitled to share in the estate.

*43 The finding by the trial court of a failure by the nonresident aliens to establish the existence of the reciprocity required by G.S. 64-3 is faulty for two reasons. First, and most apparent, is that the trial court found G.S. 64-3 to be unconstitutional and we cannot tell what burden to establish reciprocity he found the nonresident aliens had failed to carry. Second, and most persuasive, are the following circumstances. The record on appeal contains the following statement:

“Prior to the filing of the action for declaratory judgment, the Co-Administrators of Charles H. Saleem’s Estate were informed by letter of Souheil Sarkis of Damascus, Syria, that Mr. Sarkis was an attorney and represented Elia Nohra, Youssef Nohra, Rosa Nohra, Wadia Nohra and Wadad Nohra, the five issue of Charles H. Saleem’s deceased sister, Miriam Salim Nohra. Additional correspondence was received from Mr.

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In Re Johnston, 190 S.E.2d 879, 16 N.C. App. 38, 1972 N.C. App. LEXIS 1636 (N.C. Ct. App. 1972).

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Related

Zschernig v. Miller
389 U.S. 429 (Supreme Court, 1968)
State v. Bass
120 S.E.2d 580 (Supreme Court of North Carolina, 1961)