Root v. Mackey

486 S.W.2d 449
CourtSupreme Court of Missouri
DecidedNovember 13, 1972
DocketNo. 56255
StatusPublished
Cited by3 cases

This text of 486 S.W.2d 449 (Root v. Mackey) is published on Counsel Stack Legal Research, covering Supreme Court of Missouri primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Root v. Mackey, 486 S.W.2d 449 (Mo. 1972).

Opinion

LAURANCE M. HYDE, Special Commissioner.

Action to determine title to real estate. The trial court found title in fee simple vested in plaintiffs and the defendants have appealed. We have jurisdiction because title to real estate is involved and appeal in this case was taken prior to January 1, 1972. § 3, Art. V, Constitution of Missouri, 1945, V.A.M.S. We affirm.

The land involved, 280 acres in Bates County, was- owned by H. P. Snow, who died in 1933. In 1927 he made a warranty deed to his two sons Sam H. Snow and J. Edgar Snow which stated:

“ * * * Grant, Bargain and Sell, Convey and Confirm, unto the said parties of the second part, their heirs and assigns, the following described lots, tracts or parcels of land lying, being and situate in the County of Bates, and State of Missouri, to-wit: 280 acres, more or less. SE ¼ of Sec. 11, Tp. 41, R. 33 W and S ½ of the NE ¼ of Sec. 11, Tp. 41, R. 33 W, E ½ of SE ½ of NW ¼, E ½ of NE ¼ of SW ⅛ of Sec. 11, Tp. 41, R 33 W, I retain possession during my natural life and ½ net proceeds from rentals and otherwise after legitimate expenses. In case of oil, gas or minerals on this land, or any money obtained from Mineral leases all monies including [451]*451five hundred dollars per annum for each of them, shall be equally divided among living brothers and sisters and myself— including also themselves. This Mineral restriction lasts for a period of ten years from date hereof. This land shall not be sold or mortgaged for a period of ten years, and in case of the death of either or both, the share of such deceased shall revert to the living brothers and sisters.”

Sam H. Snow died in 1934. J. Edgar Snow died in 1958 but he was adjudicated incompetent in 1943 and his daughter defendant Mildred Mackey was appointed his guardian. She collected the rents and profits of the land, kept ¾2 for her father and divided ¾2 among plaintiffs who were his brother and sisters. However, after her father’s death all rents and profits were paid to plaintiffs by Mildred Mackey, who continued to manage this land until this controversy arose. One sister Marian Snow Griffin died before this action was commenced and is represented by the administrator of her estate. Defendants are the surviving children of J. Edgar Snow. The widow and children of Sam H. Snow, in 1939, made a quitclaim deed to the land to J. Edgar Snow and his brother and sisters.

Obviously this deed was not prepared by a lawyer. Such “do it yourself drafting” frequently makes judicial interpretation necessary and difficult. Defendants cite Knox College v. Jones Store Co., Mo.Sup., 406 S.W.2d 675, 679 for the rule of construction : “ * * the ruie to [¡e otj. served in the construction of deeds as well as wills is to ascertain the intention of the grantor from the whole of the instrument in question, allowing them to be effective ‘in line with the intent of their faces as gathered from the everyday, good sense of their language.’ ” Although the deed uses words such as “Grant, Bargain and Sell,” etc., courts “to give effect to the grantor’s intention, * * * make it the paramount rule to read the whole instrument, and, if possible, give effect and meaning to all its language.” Bean v. Kenmuir, 86 Mo. 666, 671; American Law Institute Restatement of Property § 108.

Plaintiffs claim Sam H. Snow, and J. Edgar Snow had only life estates and that defendants, children of J. Edgar Snow, have no interest.

Defendants claim a ¾2 interest in fee simple and contend that the last sentence of restrictions in the deed could be thus construed: “First, the phrase ‘the share of such deceased shall revert to the living brothers and sisters’ may refer to the ten year mineral interest. Second, this phrase may refer to the entire interest of either of the grantees, if either or both do not survive the ten year period.” However, the deed required any money obtained from mineral leases to be divided equally among the grantor and all his children, “including five hundred dollars per annum for each of them.” (Whether five hundred dollars was intended as a maximum for each of his children is not clear.) Moreover the grantor retained possession for his lifetime with one half of the net proceeds from rentals or other income outside of mineral lease money to belong to him. Defendants claim the provision that the land “shall not be sold or mortgaged for a period of ten years” meant that after ten years the two sons of the grantor should have the fee simple title. The deed does not say that and more important it does say in its final clause “in case of the death of either or both, the share of such deceased shall revert to the living brothers and sisters.” This is not expressly limited to a ten-year period and as hereinafter shown would not have any effect if the conveyance to grantees was a fee simple grant.

“No particular words are required or are necessary to create a life estate. The use of the term ‘life estate’ is not necessary, but the intention to create a life estate may be expressed in any equivalent and appropriate language.” 31 C.J.S. Estates § 32, page 56 citing Greenleaf v. Greenleaf, 332 [452]*452Mo. 402, 58 S.W.2d 448, and Cross v. Hoch, 149 Mo. 325, 50 S.W. 786. In Cross, a will gave certain described land to the testator’s daughter Sarah Cross and her heirs hut provided: “the property here devised to Sarah Cross be subject to the trust, care, and control of my son Turner Maddox, for her use, and, should the said Sarah Cross die without children, then said property shall be divided among my other daughters.” The court held this “a life estate for his daughter Sarah Cross, by necessary implication from the terms of the grant.” (50 S.W. 1. c. 791.) It was considered that the testator was not a lawyer; that he “evidently used the term ‘her heirs’ as meaning her ‘children.’ ” The court said it was not the law “that a life estate could only be created by the use of the express term ‘life estate,”’ but instead “[t]he same intention may be expressed in any appropriate equivalent words.” See also American Law Institute Restatement of Property § 108 and Illustration 12, p. 347; 28 Am.Jur.2d 151, Estates § 61; Greenleaf v. Greenleaf, supra, 58 S.W.2d 1. c. 450.

The provision in the grantor’s deed that the land shall not be sold or mortgaged for a period of ten years is relied on by defendants as showing a fee simple grant to J. Edgar Snow and Sam H. Snow was intended. However, a life estate is a freehold estate and can be sold or mortgaged. 31 C.J.S. Estates § 30, p. 52, §§ 50, 51, p. 105; 28 Am.Jur.2d 144, Estates § 56; 51 Am.Jur.2d 350, Life Tenants and Re-maindermen § 99. Thus this restriction is not determinative of the estate conveyed. What is determinative is the restriction on the grantees’ right to determine to whom the title goes on the deaths of the grantees, by specifically providing that upon the death of either grantee his living brothers and sisters take his share. This is similar to the provision construed in Cross v. Hoch, supra.

Defendants also claim the deed at least gave them a defeasible title for a period of ten years and title thereafter became absolute. They point out the use of the term “revert.” They say since Sam Snow died within the ten-year period J. Edgar Snow got an addditional ¾2 interest and should be held to have possessed a Vsz interest in fee; and each of plaintiffs ½2.

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Bluebook (online)
486 S.W.2d 449, Counsel Stack Legal Research, https://law.counselstack.com/opinion/root-v-mackey-mo-1972.