Johnson v. Johnson

108 N.C. 619
Supreme Court of North Carolina·Decided February 15, 1891·Published·Cited by 1 cases

Opinion

MekriMON, C. J.

The will before us to be interpreted is peculiar in its form and the method of the disposition of the testator’s large estate. He first devised a scheme of division of his property, both-real and personal, among his children-, which is embodied in what he styles “ my (his) deed of gift,” [625] which was executed at the same time he executed his will, is particularly referred to in and made part of it. By this deed he gave, at the time of its execution, to each of his children, in equal amounts, considerable parts of his personal property upon terms, conditions and limitations expressed therein, and took from them a receipt therefor, joint and several in its form, in which they recite that they respectively received the property upon such terms, conditions and limitations as are recited in the deed. As to further future dispositions of property to his children, to take effect in his life-time, or after his death, except as to “such legacies, bequests and devises as I (he) may make by a last will and testament under different limitations and conditions,” he directs that they shall be made and received by them “ upon the express provisions and conditions that the same shall be held by my (his) said children, and each of them, in their own names, respectively; and that all uses, changes and investments of the principal of the same shall be made in their own names respectively,” etc. This deed provides and directs, much in detail, that the testator’s children shall severally share equally his property, and how they shall receive, have, own and enjoy the same, and it specifies certain terms, conditions and limitations affecting the several shares. In it the testator directs his executor to take receipts for the property so bequeathed and deviséd “ of like tenor and manner ” with that taken by himself above mentioned.

The deed above referred to is clearly made a material and substantial part of the testator’s will. He refers to it in the first paragraph thereof as “ my (his) deed of gift now about to be made and taking (taken) herewith,” etc. Indeed, the will would be incomplete without it. In the first clause of his will he declares that, “In the event of my death without other and further distribution of the remainder of my estate, it is my wish and desire that this paper-writing be taken as in effect and purpose my last will and testament, and the [626] basis of the 'final distribution of my effects; and to that end I hereby appoint my son, Thomas D. Johnson, my executor, who is hereby fully charged with the duty and authority of carrying out the purposes and intent expressed in it, viz., a distribution of equal portions of my remaining property to each of my children, or their lineal heirs, with the same conditions annexed as expressed in my deed of gift, now about to be made and taking herewith, and take receipt therefor of like tenor and manner as those bearing even date with these presents.” The deed thus constituting part of the will, must be so interpreted in all pertinent respects, and have due weight and force in fixing the dispositions of the property and determining the powers of the executor. Siler v. Dorsett, decided at this term.

The testator disposes of his whole property exclusively to his children. He gives to no one of them any particular property, but plainly directs that the whole, both real and personal, shall be divided equally among them. At the time he executed the will and that part of it called the deed of gift, he gave each of them an equal amount of personal property, and, keeping in view his purpose of just equality, he directs “a distribution of equal portion of my remaining property to each of my (his) children, or their lineal heirs, with same conditions annexed as expressed in my deed of gift,” etc. Indeed, the whole will manifests a deep affection for all his children alike, and a settled purpose that they shall in equal measure share his bounty.

It appears that the testator, at the time of his death, had large and valuable real estate, consisting of city lots, mountain land, undivided fractional mineral interests in large tracts of land, and that an actual division of all of them cannot be made among the devisees without prejudice to all, or some of them. He did not devise particular tracts, or parcels of land to any of his children, nor did he give any one or more of them specific legacies; he devised and [627] bequeathed the whole of his property, both real and personal, as a whole, to be equally divided among them. And a chief purpose he had in view was equality in the division, made in such way as would most certainly promote the interests of all. Hence, he made his dispositions of his property, both real aud personal, very general, and the “ basis of the final distribution of” the same; and hence, too, he “fully charged (his executor) with the duty and authority of carrying out the purposes and intent expressed in” his will, that is, “a distribution of equal portion of my (his) remaining property to each of my (his) children, or their lineal heirs,” etc. ITe did not determine that his property, real and personal, other than money, could and should be actually divided among his children; at all events, he intentionally left that to be determined after his death. He thought parts of it (parts of the land, stocks and other personal property) might be actually divided, and to the advantage of bis children, In such case, when it can be done, it is made the duty of the executor to make such division, otherwise he is required to sell the property, real or personal, and turn the same,into a cash fund for such division. If it should turn out, for any cause, that such actual division cannot be made, that it would the better promote the interests of the devisees and legatees to turn the whole property into a cash fund for division, then, and in that case, it will be the duty of the executor to sell the whole for such purpose. It was, therefore, the testator said in general terms: “And, in regard to the property not easily parcelled out and assessed in equal portions, whether the same be lands, or stock, or personal property, it is my direction that the same be sold at public auction,” etc.

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Johnson v. Johnson, 108 N.C. 619 (N.C. 1891).

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