Keener v. Korn

264 S.E.2d 829, 46 N.C. App. 214, 1980 N.C. App. LEXIS 2808
CourtCourt of Appeals of North Carolina
DecidedApril 15, 1980
Docket7925SC680
StatusPublished
Cited by4 cases

This text of 264 S.E.2d 829 (Keener v. Korn) is published on Counsel Stack Legal Research, covering Court of Appeals of North Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Keener v. Korn, 264 S.E.2d 829, 46 N.C. App. 214, 1980 N.C. App. LEXIS 2808 (N.C. Ct. App. 1980).

Opinion

*216 HILL, Judge.

Petitioners argue in their first assignment of error that the trial court erred by determining that Wanda Kenner Bost owned a life estate in the locus in quo and by failing to determine correctly the respective interests of the parties in said property. Petitioners contend that the will creates a fee simple estate in the testator’s children with each child’s share defeasible if that child predeceases testator’s widow without having conveyed the real property.

Petitioners rely on G.S. 31-38. The statute provides:

When real estate shall be devised . . . the same shall be held and construed to be a devise in fee simple, unless such devise shall, in plain and express words, show, or it shall be plainly intended by the will, or some part thereof, that the testator intended to convey an estate of less dignity.

The presumption established by this section that a devise of land shall be construed in fee gives way to the intent of the testator as gathered from the proper construction of the instrument as a related whole. Roberts v. Saunders, 192 N.C. 191, 134 S.E. 451 (1926). (Construing earlier law C.S. 4162.)

Item Four of the will provides:

After the death of my wife, it is my will that all of my property remaining, both real and personal, shall be divided equally among my children, share and share alike, with the children of any deceased children to take their parents’ share. (Emphasis added.)

It is this section to which our principal attention is directed, but we look at Item Two for some direction as to the testator’s intent. Item Two provides inter alia:

I give, devise, and bequeath unto my wife, Wanda K. Bost, all of my household and kitchen furniture, farming tools and equipment, and stock and provisions on hand, for and during the term of her Natural Life only. (Emphasis added)

There is no specific devise of the real estate to the widow in this case. No technical words of conveyance are required in wills. Alston v. Davis, 118 N.C. 202, 24 S.E. 15 (1896). Item Four of the *217 will, however, provides for final disposition of testator’s property . . remaining, both real and personal, . . . [a]fter the death of my wife.” (Emphasis added.)

Justice Walker in the well reasoned opinion of Whitfield v. Garris, 134 N.C. 24, 26, 45 S.E. 904 (1903), says,

It is also said that an estate by devise may pass by implication, without express words to direct its course; but where an implication is allowed, it must be raised by a necessary or at least a highly probable and not merely a possible implication.

Lord Mansfield, in referring to the subject, said that a necessary implication is one which leaves us no room for doubt. It is not an implication upon conjecture. We are not to conjecture what the testator would have done in an event he never thought of. Whitfield, supra, at 27.

When we read Item Two of the will in conjunction with Item Four, the probability of the testator’s intent falls into place. Item Two gives a life estate in the farming tools and equipment. Item Four disposes of the 62 acres of land remaining after the death of testator’s wife. A life estate in the farming tools and equipment would be of little or no value if the 62-acre farm passed to the seventeen children immediately upon testator’s death, subject to division at that moment into seventeen parcels. It is the opinion of this Court that testator intended his widow to have a farming unit, composed of both land and farm tools and equipmet from which she could make a living so long as she lived.

We agree with the conclusions of the trial judge that Wanda Keener Bost is the owner of a life estate in the real property.

By their next assignment of error, the petitioners contend that the court erred by decreeing the lands could not be partitioned or sold until after the death of Wanda Keener Bost. Petitioners contend that even if the widow owns a life estate, the remaindermen would be entitled to a sale of partition of the remainder interest, and cite G.S. 46-23 as authority for their position. That statute provides for such a sale when a life estate encumbers the property. Respondent contends, however, that her life estate is coupled with a power of disposition. Again, we must construe the will to determine the validity of this contention.

*218 Item Four of the will provides that . . all of my property remaining . . . shall be divided equally among my children . . . (Emphasis added.) Applying the principles of construction set out in Whitfield, supra, we must conclude that the testator gave by implication a power of disposition to his widow.

In Hambright v. Carroll, 204 N.C. 496, 498, 168 S.E. 817 (1933), the Court said: “The phrase ‘what remains of her share’ carries the connotation that nothing may remain; and this implies an unrestricted power of disposition.” In the case sub judice, use of the word remaining carries the same connotation and implies the same power.

Generally, “[w]here real estate is given absolutely to one person with a gift over to another of such portion as may remain un-disposed of by the first taker at his death, the gift over is void . . . .” Carroll v. Herring, 180 N.C. 369, 371, 104 S.E. 892 (1920). The first taker would take a fee. Here, however, where the estate devised is specifically limited to the life of the devisee, the power of disposition does not enlarge the estate devised or convert it into a fee. Long v. Waldraven, 113 N.C. 337, 18 S.E. 251 (1893); Roane v. Robinson, 189 N.C. 628, 127 S.E. 626 (1925); Hardee v. Rivers, 228 N.C. 66, 68, 44 S.E. 2d 476 (1947); Howell v. Alexander, 3 N.C. App. 371, 377, 165 S.E. 256 (1969). The devisee of the power may exercise it under the terms and within the limitations contained in the will and when so exercised by deed sufficient in form and substance to convey the whole estate in the land therein described, the grantee takes an indefeasible fee. Troy v. Troy, 60 N.C. 624, 626-7 (1864).

Proceedings for partition of lands cannot be maintained where the life tenant has complete control and a power to dispose such as the life tenant has in this case. See Makely v. Shore, 175 N.C. 121, 124, 95 S.E. 51 (1918), where the life tenant was given complete control with power to dispose of her life estate for her own support. The Court there stated that “[a] partition of the realty by order of the court would take from her all these powers . . .,” and denied the request for partition. The case sub judice is similar. The power of sale granted the life tenant by implication creates an exception to the right of partition set out in G.S. 46-23. Accordingly, we find no merit in petitioners’ second assignment of error.

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Bluebook (online)
264 S.E.2d 829, 46 N.C. App. 214, 1980 N.C. App. LEXIS 2808, Counsel Stack Legal Research, https://law.counselstack.com/opinion/keener-v-korn-ncctapp-1980.