Kerns v. Carr

95 S.E. 606, 82 W. Va. 78, 1918 W. Va. LEXIS 57
CourtWest Virginia Supreme Court
DecidedMarch 19, 1918
StatusPublished
Cited by8 cases

This text of 95 S.E. 606 (Kerns v. Carr) is published on Counsel Stack Legal Research, covering West Virginia Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Kerns v. Carr, 95 S.E. 606, 82 W. Va. 78, 1918 W. Va. LEXIS 57 (W. Va. 1918).

Opinion

Lynch, Judge:

The decree declares fraudulent and void as to the claim of the plaintiff a deed made by John Carr, her brother, to his co-[79]*79defendants, 0. L. Carr and Estman Carr, his sons, and S. M. Carr, his daughter, October 25, 1915, and subjects to sale the life estate of the grantor created by Enos Carr, his father, by deed of conveyance to him for life with remainder over in fee to his children December 11, 1885. Enos Carr died intestate leaving sui-viving him the plaintiff, John Carr and others, his heirs at law, and they united in a deed conveying with covenants of general warranty land sold by Enos Carr to H. C. Jennings and his brother in his life time, but for which he did not make them a deed. The covenant was broken and from the breach a liability accrued which the parties thereto compromised and. adjusted by the payment and acceptance of a fund to which each of the grantors except John contributed and who thereafter ¡sued 'and recovered judgments agaixxst him, each for the pro rata share for which he refused to compensate them. There is therefore no controversy as to the validity and binding effect of the monetary claim involved upon this appeal.

There are for decision but two main questions; the proper ■construction and interpretation of the deed from Enos Carr to his son John, and the sufficiency of the proof to show fraud in the deed from John Carr to his children. All others are minor or incidental.

The first question requires an interpretation of the provision of the deed of Enos Cam the language of which is: “John Carr is not to have power to sell or make a deed for such land, nor the law nor court of justice is not to have the right to sell or rent this land for John Carr’s debts, at his ■death (it) is to pass to his lawful heirs.” It is conceded that the deed vested in the grantee an estate for life only, and such is the plain import of the instrument itself. Nor does it create or signify an intention to create a trust for his benefit or protection against the demands of creditors. It conveys land directly to him with remainder over to his children in fee. However, conceding the power to convey, his deed of October ■25th effected nothing more than the merger of the life estate so created into the fee simple estate; for when a greater and a less estate unite in the same person without, an intermediate «state, the less immediately merges or disappears in the great[80]*80er; 2 Bouv. Institutes 375, No. 1989; 2 Minor’s Institutes (2nd Ed.) 368; Scott v. Scott, 18 Gratt. 150; Turk v. Skiles, 45 W. Va. 82; Wade v. South Penn Oil Co., 45 W. Va. 380. To this general rule there may be exceptions based upon equitable principles, as where a mortgage or trust lien may be preserved without injustice to any of the parties interested, as held in Sullivan v. Saunders, 66 W. Va. 350.

Is the provision quoted from the Enos Carr deed void as an attempt to impose a restraint upon the right of alienation? There seems to be a general unanimity of opinion among the authorities discussing the subject that the right of alienation is an inherent and inseparable quality of an estate in fee simple whether the estate be created by grant or devise; and a grant or devise which forbids all alienation is void as to the limitation because repugnant to the estate granted or devised. 24 Am. & Eng. Ene. Law, 864, citing many English and American decisions. The reason usually assigned as the basis of this conclusion is that as property is necessary for trade and commerce between individuals and nations it cannot lawfully be withdrawn from such uses by restrictions placed upon its disposal.

After an elaborate discussion and review of the decisions as regards the validity of such restraints and the manner in which they may lawfully be imposed, Judge Brannon reached the conclusion in Guernsey v. Lazear, 51 W. Va. 328, that although á wife lawfully may by will entrust her executor with land and the collection and disbursements of the rents and profits thereof for the use and benefit of her husband while he liyes, and may provide that neither the real estate nor its profits shall be bound for his past or future debts, she cannot lawfully devise the land and profits directly to him for life or in fee upon the same condition as to debts and liabilities. He says: “ So if a life éstate is conveyed to the party himself, vesting him with the legal estate, such a limitation or,provision against alienation or debts would be void.” p. 340. This may be and perhaps is dictum merely, but the principle is sustained by abundant authority and is questioned scarcely anywhere, if at all, though in this state and in many others restraints upon the alienation of equitable life estates, eom-[81]*81monly designated “spendthrift trusts” are valid. Guernsey v. Lazear, supra; Hoffman v. Beltzhoover, 71 W. Va. 72. The point seems not to have been decided in this state, yet it is held generally that a provision for the forfeiture or limitation over to a third person of a life estate or interest upon the alienation, voluntary or involuntary, of such life estate or interest, is valid; Camp v. Cleary, 76 Va. 140; Gray, Restraints on Alienation, § 78; 24 Am. & Eng. Enc. 870.

But this case presents a problem slightly different. The provision is, not that the life tenant and his assigns shall upon alienation lose the estate by forfeiture or by limitation over, but that he shall be compelled to keep it, so that neither his grantees not his creditors can acquire or charge it. The case of Camp v. Cleary, supra, stated the question but declined to consider it because not necessary to the decision. In Railway Co. v. Honaker, 66 W. Va. 136, 148, restrictions upon the alienation of an estate in fee were held void. See also Totten v. Coal (& Coke Co., 67 W. Va. 639, 643, where many authorities are cited. In that case, T. K. Totten for a small money consideration and “a good and peaceable life maintenance” granted to his wife and children all of his estate, reserving to himself the legal title for his life and further providing that “if the said T. K. Totten & wife think they can better their situation then they shall be vested with the right and power to sell and convey everything conveyed in this deed.” Pursuant to that power they sold the property. It was held by a divided court- that the first grantees took only an estate for the life of the grantor, subject to the reserved power of alien.ation, and that the reconveyance was valid. Though the first grantees were thus deprived of their power of alienation over the estate conveyed to them, such restraint did not totally or unreasonably remove the property from the channels of commerce since the power of alienation remained in the grantor, according to the majority view, nor was there any stipulation that the property should not be liable for the debts of the. grantees.

The discussion in Guernsey v. Lazear, supra, indicates the> trend of this court toward holding such restraints upon the-alienation of a legal life estate void, and such, we think, is the, [82]*82correct view, the view supported alike on principle and authority. Brandon v. Robinson, 18 Ves. 429; McGleary v. Ellis, 54 la. 311; McCormick Harvesting Machine Co. v. Gates, 75 Ia. 343; Henderson v. Harness, 176 Ill. 302; Todd v. Sawyer, 147 Mass. 570; Butterfield v. Reed,

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Bluebook (online)
95 S.E. 606, 82 W. Va. 78, 1918 W. Va. LEXIS 57, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kerns-v-carr-wva-1918.