In Re the Estate of Perry

123 S.E.2d 99, 256 N.C. 65, 1961 N.C. LEXIS 703
CourtSupreme Court of North Carolina
DecidedDecember 13, 1961
Docket532
StatusPublished
Cited by17 cases

This text of 123 S.E.2d 99 (In Re the Estate of Perry) 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
In Re the Estate of Perry, 123 S.E.2d 99, 256 N.C. 65, 1961 N.C. LEXIS 703 (N.C. 1961).

Opinion

Bobbitt, J.

The order from which petitioner appeals relates directly and solely to the $1,091.53 now held by the clerk. This is the (net) amount of the rents collected by the administrator from real estate owned by Paul Perry and wife, Lorraine Perry, as tenants by the entirety, at the death of Paul Perry, intestate, on July 15, 1956.

Lorraine Perry, the petitioner, wilfully and feloniously killed and murdered Paul Perry, her husband; and, at the October-November Term, 1956, of Lee Superior Court, she entered a plea of guilty of murder in the second degree.

Rents from said estate, accrued but unpaid at the death of Paul Perry, constituted a part of his personal estate. Clearly, under express statutory provisions and on equitable principles, Lorraine Perry has no interest in such accrued rents. G.S. 28-10; G.S. 30-4; G.S. 52-19; Garner v. Phillips, 229 N.C. 160, 47 S.E. 2d 845.

It may be implied, although not expressly stated, that the $1,091.53 was derived wholly from rents accruing subsequent to the death of Paul Perry. We shall assume this to be true.

Incidents of an estate by the entirety include the following: (1) “Upon the death of one, either the husband or the wife, the whole estate belongs to the other by right of purchase under the original grant or devise and by virtue of survivorship — and not otherwise— because he or she was seized of the whole from the beginning, and the one who died had no estate which was descendible or devisable.” Davis v. Bass, 188 N.C. 200, 204, 124 S.E. 566. (2) “. . . the husband is en *68 titled during the coverture to the full possession, control and use of the estate, and to the rents and profits arising therefrom to the exclusion of the wife.” Nesbitt v. Fairview Farms, Inc., 239 N.C. 481, 486, 80 S.E. 2d 472.

Decisions in other jurisdictions are cited and discussed in the Annotation, “Felonious killing of one cotenant or tenant by the entireties by the other as affecting latter’s rights in the property,” 32 A.L.R. 2d 1099, which supersedes the Annotations in 51 A.L.R. 1106 and 98 A.L.R. 773.

As stated by Devin, J. (later C.J.), in Garner v. Phillips, supra: “It is a basic principle of law and equity that no man shall be permitted to take advantage of his own wrong, or acquire property as the result of his own crime.”

This Court has not directly passed upon the legal consequences to an estate by the entirety where the wife murders the husband. In Bryant v. Bryant, 193 N.C. 372, 137 S.E. 188, 51 A.L.R. 1100, the husband murdered the wife. Since both petitioner and respondent cite and rely thereon, full consideration of the factual situation and of the decision therein is appropriate.

In Bryant, the plaintiffs were the children of Ida Bryant, the deceased wife, and of Wash Bryant, her husband-murderer. Ida Bryant, at the time of her death, was in good health; and, under the mortuary table, had a longer expectancy of life. In the superior court, it was adjudged that the defendant (husband-murderer) held the legal title in trust for the plaintiffs; that the plaintiffs were the equitable owners and entitled to the actual possession thereof, “freed and discharged from the claims of the defendant,” and that the defendant account to the plaintiffs for the rents and profits received by him. It was adjudged that defendant convey the land to plaintiffs and, upon his failure to do so, the judgment should operate as such conveyance. Upon the defendant’s appeal, the said judgment was modified and affirmed.

The equitable doctrine on which this Court based decision was stated by Adams, J., as follows: “As a question of common law the homicide does not prevent the legal title from passing to the criminal as the heir or devisee of his victim, but equity, acting in personam, compels the wrongdoer who has acquired the res, to hold it as a constructive trustee of the person wronged, or of his representatives, if he be dead; and this result follows although the homicide may not have been committed for the express purpose of acquiring title, if by reason of the homicide the title would have passed to the criminal under the common law.” This equitable doctrine is succinctly stated in Restatement of the Law, Restitution § 188, as follows: “Where two persons have an interest in property and the interest of one of them *69 is enlarged by his murder of the other, to the extent to which it is enlarged he holds it upon a constructive trust for the estate of the other.”

Applying this equitable doctrine, it was held the defendant, by his crime, could not take away his wife’s contingent right to the whole estate upon surviving him. Hence, the defendant was held “a constructive trustee for the benefit of her heirs, the judge in effect having found as a fact that the deceased would have survived him.” Immediately following, Adams, J., adds this dictum: “Even in the absence of such finding, equity would probably give the victim’s representatives the benefit of the doubt.”

Pertinent to said dictum, Adams, J., cites Ames, Lectures on Legal History, 321, where the author, in respect of joint tenancies, states: “. . . it being impossible to know which of the two would have outlived the other, equity would doubtless give the innocent victim the benefit of the doubt, as against the wrongdoer who had deprived him of his chance of survivorship, . . (Our italics) In the Restatement, Restitution § 188, Comment a, it is stated: “Thus, if the murderer had an interest in property contingent upon his surviving his victim, he is not entitled to keep the property, since although he survives the victim he does so as a result of the murder, and but for the murder he might have predeceased the victim, in which case he would not have been entitled to the property. It is immaterial that because of their respective ages, state of health or the like, it is probable that the murderer would have been the survivor.” In this connection, see Colton v. Wade (Del.), 80 A. 2d 923.

In Bryant, it was held the defendant, by his crime, did not forfeit or impair his own vested right to the possession, control and use of the property and to the rents and profits therefrom. The decision is stated as follows: “Our conclusion is that the appellant holds the interest of his deceased wife in the property as a trustee for her heirs at law; that he should be perpetually enjoined from conveying the property in fee; that the plaintiffs should be adjudged the sole owners, upon the appellant’s death, of the entire property as the heirs of their deceased mother; and that the judgment as thus modified should be affirmed.” (Our italics)

Here the wife murdered her husband. During their joint lives, she had no right, to the possession, control and use of the estate, and no interest in the rents and profits therefrom. She could not, by her crime, take away her husband’s vested rights or acquire such rights. In respect thereof, she is a constructive trustee for Sylvia K. Perry, who is the equitable owner thereof.

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Bluebook (online)
123 S.E.2d 99, 256 N.C. 65, 1961 N.C. LEXIS 703, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-perry-nc-1961.