Lea v. Lea

145 Tenn. 693
CourtTennessee Supreme Court
DecidedDecember 15, 1921
StatusPublished
Cited by9 cases

This text of 145 Tenn. 693 (Lea v. Lea) is published on Counsel Stack Legal Research, covering Tennessee Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lea v. Lea, 145 Tenn. 693 (Tenn. 1921).

Opinion

Mr. Justice McKinney

delivered the opinion of the Court.

This is a partition suit. The controversy arises over the construction of the following deed, to-wit:

“Know all men by these presents that we, John M.- Lea and Elizabeth B. Lea, wife of John M. Lea, for the consideration of one dollar, do hereby give, grant, transfer, and convey unto Overton Lea, his heirs, etc., as trustee for the uses, trusts, limitations, and with the powers, etc., as will be hereinafter declared, all our right, title, and claim to the following lots and real estate situated in Memphis, Shelby county, Tennessee, namely: . . . .
“To have and to hold the. same, with all appurtenances thereto belonging, unto said Overton Lea, his heirs, as trustee, as an indefeasible inheritance in fee simple forever, and the title to which we agree to warrant and defend against ourselves, our heirs and assigns.
“The uses, limitations, trusts, and powers are, that is to say, the said Overton Lea may have and hold said real [696]*696estate for his own use and benefit for and during the period of his natural life; and on his death said real estate is to pass to and vest in his issue; but if said Overton Lea should die without issue or if he should die leaving issue, and said issue should become extinct within the period of twenty-one years from the date of the death of said Overton Lea, the said real estate is to revert and pass to and vest in the undersigned Elizabeth Lea, her heirs and assigns.
“Notwithstanding said trusts, limitations, etc., the said Overton Lea is authorized and empowered to sell all or any portion of said real estate, the. proceeds of sale to be by him reinvested in other real estate, the deed or deeds therefor to be taken in his name as trustee, the provisions of which as to trusts, limitations, etc., are to be accordant or identical with those contained in this instrument; but the understanding is distinct that in case of any sale or sales the purchaser or purchasers are not to be bound to see to the application of the purchase money, that duty resting solely upon said trustee, in whom we repose entire confidence.
“Witness our hands and seals March 1, 1881.
“John M. Lea. [Seal.]
“Elizabeth B. Lea. [Seal.]”

Overton Lea died testate in 1912, survived by three children, viz. complainant, Elizabeth Overton Lea, and the defendants Luke Lea and Ella Lea Robertson, and by six grandchildren, to-wit, Luke Lea, Jr., and Percy W. Lea, children of his son Luke Lea, and Eva Robertson, Ella Lea Robertson, Arthur Robertson, and Laura Lea Robertson, children of his daughter Laura Lea Robertson.

Mrs. Elizabeth B Lea died in 1897, and by her will demised her reversionary interest to the property in question [697]*697to her husband, John M Lea, and he in tarn conveyed same by deed dated December 8,1897, to his son, Overton Lea.

Overton Lea devised said interest to his wife, Ella Lea, and she conveyed same by deed to her three children, Elizabeth Overton, Lea, Lake Lea, and Lanra Lea Robertson.

Said three children being advised that they owned the lands conveyed in said deed of March 1, 1881, in fee simple as tenants in common, execated partition deeds inter sese in November, 1912, to a portion of said property, bat not including the lot of land songlit to be partitioned herein.

Defendants Lake Lea and Lanra Lea Robertson conveyed their alleged two-thirds interest in said lot of land by deed or deeds, and same is now -owned by the defendant Gaaranty. Title Trast Company, and the bill alleges that complainant owns a one-third and the Gaaranty Title Trast Company a two-thirds andivided interest in the lot of land sought to be partitioned herein. The other defendants, who are the children and grandchildren of Overton Lea, were made parties to the suit in order that the title to said property, which was being questioned, might be adjudicated.

It will be observed that the deed of March 1, 1881, provides that upon the death of Overton Lea the title to said property shall “pass to and vest in his issue.” It may as well be stated in the outset that the term “issue” in its-strict signification includes grandchildren as well as children. It was so expressly held in Ridley v. McPherson, 100 Tenm, 402, 43 S. W., 772. And in 2 A. L. R., 931, the annotator says:

“The term ‘issue,’ according to the almost consensus of opinion, includes descendants of every degree and is to be given that meaning in the absence of explanatory context.”

[698]*698The question here involved, is did the grantors intend that the “issue” of their son Overton Lea should take the property in question per stirpes or per capita? In other words, was it their purpose for the six grandchildren to take equally with and in opposition to their living parents, or were they only to take hy way of substitution in event their parents were dead?

From the record it appears that the grantors, John M. Lea and Elizabeth B. Lea, had only two children, and on the same day that they executed said deed to their son Overton Lea they also executed a deed to their other son, Robert B. Lea, to certain other property, the conditions and limitations in both deeds being the same.

When the deed in question was executed on March 1, 1881, Overton Lea had three living children, to-wit, defendants Luke Lea and Laura Lea Robertson, and another son, Overton Lea, Jr., who subsequently died unmarried, intestate, and without issue, and within the lifetime of his father. Complainant, Elizabeth Overton Lea, was born subsequent to said date.

It is inferable from, the record that, at said date the children of Overton Lea were young, and that none of them had children. It further appears ■ that there was not at that time, nor has there ever been, any deceased child of Overton Lea who left surviving issue.

The authorities upon this question are without limit, and the views of the various courts are not altogether harmonious, but it can be stated that, as a general rule, the courts are reluctant to apply the per capita doctrine for three reasons as we gather, from the decisions, viz.:

(1) Because contrary to the real intention of the grant- or.

[699]*699(2) Because to do so often works hardship and injustice.

(3) Because in conflict with the laws of descent and distribution.

In Ridley v. McPherson, supra, it is said: “Mr. Redfield, in his work on Wills, vol. 11, p. 363, says, in substance, that the real intention of the grantor in using the word should be ascertained' and followed, and he is of opinion that not one grantor in a thousand would suppose that by using such a word he would he dividing up his estate among all his descendants who might be living at the time of distribution, in such manner as to permit two or three generations — parents and' their children and grandchildren — to share concurrently and per capita equally as between themselves.

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Bluebook (online)
145 Tenn. 693, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lea-v-lea-tenn-1921.