Knox v. . Knox

179 S.E. 610, 208 N.C. 141, 1935 N.C. LEXIS 345
CourtSupreme Court of North Carolina
DecidedApril 10, 1935
StatusPublished
Cited by11 cases

This text of 179 S.E. 610 (Knox v. . Knox) 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
Knox v. . Knox, 179 S.E. 610, 208 N.C. 141, 1935 N.C. LEXIS 345 (N.C. 1935).

Opinion

SchencK, J.

"We are called upon by tbe plaintiff’s appeal to determine whether tbe plaintiff Idella "W. Knox, as tbe sole legatee and executrix of tbe will of her late husband, R. C. Knox, is entitled to take a one-sixth interest in tbe net proceeds derived from tbe sale of real *148 property, which reverted to the executor of E. J. Knox upon the death of Mrs. Elizabeth A. Knox, widow of the said E. J. Knox, under the second*item of the will of E. J. Knox; and we are called upon by the defendants’ appeal to determine whether the plaintiff Idella W. Knox, as the sole legatee and executrix of the will of her late husband, R. 0. Knox, is entitled to take a one-sixth interest in the net proceeds of the other property, real and personal, which was not specifically devised by .the will of F. J. Knox and which passed by virtue of the residuary clause (the eighteenth item) thereof.

We shall first address ourselves to the question raised by the plaintiff’s appeal: Is Idella W. Knox, as sole legatee and executrix of her late husband, R. C. Knox, entitled to a one-sixth interest in the net proceeds derived from the sale of real property which reverted to the executor of E. J. Knox under the second item of *his will upon the death of Elizabeth A. Knox, his widow?

The answer to this question depends upon whether the interest in the proceeds of the sale of the lands, the use and benefit of the rents and profits of which are given to the testator’s wife, with the provision that they shall revert, upon the death of his wife, to the executor for disposition as thereafter provided, vested upon the death of the testator or upon the death of his wife. If the interest in the proceeds of such sale vested upon the death of the testator, one-sixth part of such interest vested in R. C. Knox, who was then living and was a brother of the testator, and his wife, the plaintiff, as his sole legatee and executrix, would be entitled to recover said one-sixth interest. If, on the other hand, the vesting of the interest in the proceeds of the sale of said lands was postponed till the death of the wife of E. J. Knox, the plaintiff would be entitled to recover nothing, since R. C. Knox, her husband and testator, was dead at that time. See agreed facts and items second and eighteenth of the will of F. J. Knox.

It is well to observe that while the second item of the will of E. J. Knox gives to the wife of the testator only “the use and benefit of the rents and profits” of the real estate under discussion, that “it is regarded as settled that, within the limits of the rule against perpetuities, and in the absence of a clear intention to separate the income from the principal, an absolute devise of the income from land passes the land itself.” Benevolent Society v. Orrell, 195 N. C., 405. Therefore, Elizabeth A. Knox, widow of E. J. Knox, became a tenant for life in the land under discussion.

It is well to further observe that since the second and eighteenth items of the will of E. J. Knox jointly provide for the disposition of the land under discussion by sale and division of the net proceeds therefrom, that “a direction to sell and divide does no more than to work an equitable *149 conversion of tbe real property as of the time of the death of the testator, and the gift, technically speaking, becomes a bequest instead of a devise, but the right of the beneficiary . . . vests alike in either case.” Witty v. Witty, 184 N. C., 375.

The rule is that if there is in terms a gift or devise, and the time of enjoyment merely is postponed, the interest is a vested one; but if the time be annexed to the substance of the gift or devise, as a condition precedent, the interest is a contingent one, and the gift or devise vests only if and when the contingency happens at the time designated. Bowen v. Hackney, 136 N. C., 187.

The very language itself of the second item of the will of F. J. Knox negatives any intention of making a disposition in fee by that item of the property of which the widow is made the life tenant, since it designates such property as “the property mentioned in this paragraph not disposed of in fee”; and also negatives any intention of making a disposition in fee in that item by the testator, since it provides that “upon the death of my said wife” the property of which she is made the life tenant “shall revert to my executor and be by him disposed of as hereinafter provided.”

The eighteenth item of the will of F. J. Knox provides that his executor shall sell his property “not otherwise disposed of herein” and “divide the net proceeds, in equal proportions, share and share alike among my next of kin, representatives of my next of kin to inherit by succession per stirpes and not per capita.”

We hold that the provisions of the second item of the will of F. J. Knox negativing any intention therein to dispose of the fee in the property under discussion and providing that it shall, upon the death of the life tenant, revert to the executor to be disposed of by him as thereafter provided, that is, as provided in the eighteenth item, postponed not only the right to enjoy but also the right to take the remainder, and created contingent interests in those who could answer the roll call at the time the provision for sale and division of net proceeds could be carried out, namely, “upon the death of my said wife.” To answer that roll call upon the death of the widow of F. J. Knox, one must be, according to the eighteenth item of his will, either next of kin of F. J. Knox or a representative of next of kin of F. J. Knox. If R. 0. Knox had been living at the time of this roll call he could have answered present as next of kin of F. J. Knox, as did J. Y. Knox, the only brother of F. J. Knox then surviving; or if R. C. Knox had had children surviving him they could have answered present as representatives of next of kin of F. J. Knox, as did John W. Knox and others, children of deceased brothers of F. J. Knox; but R. C. Knox was dead and had no lineal issue surviving him. The plaintiff, although she be the widow and the *150 sole legatee and executrix of R. C. Knox, could not answer as either next of kin or as representative of next of kin of F. J. Knox. Next of kin and representatives of next of kin exist by operation of law among those of the same blood, and these relationships cannot be created, destroyed, or transmitted by will. In a devise the words “next of kin” mean “nearest of kin,” and those nearest in blood are entitled to take to the exclusion of others who may be next of kin in the sense of the statute of distribution. Jones v. Oliver, 38 N. C., 369; Wallace v. Wallace, 181 N. C., 158. Also, in a devise the word “representative,” if it appears from the whole instrument that it was used in reference to other persons than executors and administrators, will be so interpreted that such other persons will take. Peterson v. Webb, 39 N. C., 56. R. C. Knox could not by will or otherwise make his widow, Idella W. Knox, next of kin to his brother, F'. J. Knox, or a representative of such next of kin.

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Bluebook (online)
179 S.E. 610, 208 N.C. 141, 1935 N.C. LEXIS 345, Counsel Stack Legal Research, https://law.counselstack.com/opinion/knox-v-knox-nc-1935.