Russell v. Russell

399 S.E.2d 415, 101 N.C. App. 284, 1991 N.C. App. LEXIS 24
CourtCourt of Appeals of North Carolina
DecidedJanuary 15, 1991
DocketNo. 903SC147
StatusPublished

This text of 399 S.E.2d 415 (Russell v. Russell) 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
Russell v. Russell, 399 S.E.2d 415, 101 N.C. App. 284, 1991 N.C. App. LEXIS 24 (N.C. Ct. App. 1991).

Opinions

JOHNSON, Judge.

The pertinent facts are as follows: Nat Russell (hereinafter “testator”) executed a will on 8 September 1948. He died on 29 March 1951. Shortly thereafter on 3 April 1951, the will was probated. The disputed provision of the will reads as follows:

I give and devise to my beloved wife, Cora C. Russell, the following real estate, to wit: [real estate described] to have and to hold to afore sescribed [sic] properties to her, said Cora C. Russell, for the period of her natural life, and at her death to my daughter, Nancy D. Russell, to have and to hold the same to her and the heirs of her body; however, in the event of the death of my said daughter without bodily heirs, then and in that event I give and devise said properties to my heirs-at-law to be divided between them equally, share and share alike, surviving children of deceased parents to have the part said parent would have taken had he or she lived, to have and to hold the same to them and their heirs in fee simple, subject to the life estate of the said Cora C. Russell.

Nat Russell was married two times. By his first marriage, he had two children, Thomas Russell and Susan Russell Sisson, the plaintiffs. His second marriage to Cora C. Russell resulted in the birth of one child, Nancy D. Russell. No other children were born of Nat Russell. At his death, Mr. Russell was survived by his wife Cora, and his three children, Thomas, Susan and Nancy.

At the time Nat Russell executed the will in question, plaintiffs were grown and living on their own. Defendant Nancy Russell, however, was approximately 15 years old and living at home.

[287]*287Cora Russell, the appointed Executrix, administered her husband’s estate until its conclusion on 16 May 1953.

Nancy Russell is now approximately 56 years old, is unmarried, and has not given birth to a child or children.

Cora Russell has conveyed her life estate to Nancy Russell.

Nancy Russell is now claiming to own all of the property, in fee simple.

On appeal, plaintiffs bring forth two questions for review. Defendants bring forth four additional questions on cross-appeal. For the sake of clarity, we will address the legal questions raised by plaintiffs first. We then shall discuss defendants’ questions.

Plaintiffs’ Appeal

At the outset, we note that the testator died on 29 March 1951 and the Intestate Succession Act was not passed until 1959, therefore, the case sub judice is governed by the Statute of Descents, G.S. § 29-1 (1943). As our current statute provides that “[e]very person seized of an estate in tail shall be deemed to be seized of the same in fee simple,” G.S. § 41-1 (1984) is also applicable to the interpretation of the disputed provision of Nat Russell’s will.

Initially, plaintiffs contend that the trial court erred in failing to find that the will and the intent of the testator, by the use of the terms “heirs of her body” and “bodily heirs” meant not just children, but “natural children.” Plaintiffs, however, in their complaint, only assert a claim for declaratory relief as to the relative interests of the parties. The complaint does not raise the issue of whether defendant Nancy Russell could satisfy the condition in her father’s will by adopting a child as opposed to giving birth to a child. Thus, this issue cannot be raised for the first time on appeal. Bryant v. Eagan, 88 N.C. App. 741, 364 S.E.2d 704, cert. denied, 322 N.C. 325, 368 S.E.2d 863 (1988).

Assuming, arguendo, that this issue was properly raised, the applicable rule provides that the word “child” standing alone “shall be construed to include any adopted person unless the contrary plainly appears by the terms of the will itself.” Simpson v. Simpson, 29 N.C. App. 14, 17, 222 S.E.2d 747, 748 (1976). “This rule of construction shall apply whether the will was executed before or after the final order of adoption and whether the will was executed before or after the enactment of the statute.” Id., citing Peele [288]*288v. Finch, 284 N.C. 375, 200 S.E.2d 635 (1973); Stoney v. MacDougall, 28 N.C. App. 178, 220 S.E.2d 368 (1975), cert. denied, 289 N.C. 302, 222 S.E.2d 702 (1976). Therefore, any child adopted by Nancy will satisfy the conditions of her father’s will and can inherit as a bodily heir. See also G.S. § 48-23(3) and Simpson, 29 N.C. App. 14, 222 S.E.2d 747. This assignment is overruled.

By Assignment of Error number two, plaintiffs contend that the trial court erred in concluding that the testator intended the words:

to my heirs at law, to be divided between them equally, share and share alike, surviving children of deceased parents to have the part their parents would have taken had he or she lived, to have and to hold the same to them and their heirs in fee simple, subject to the life estate of Cora C. Russell

to include Cora Russell as his “heir-at-law.” We agree.

Unquestionably, the distribution of an estate among heirs and distributees is governed by the law as it existed at the time of the death of the intestate. Johnson v. Blackwelder, 267 N.C. 209, 148 S.E.2d 30 (1966). Pursuant to the Statute of Descents, a husband and wife could not inherit real property directly from each other. Wiggins, Wills and Administration of Estates in North Carolina § 178 (1983). Where, however, “any person dies intestate leaving none who can claim as an heir to the deceased person, but leaving surviving a widow or husband, such widow or husband shall be deemed an heir and as such inherit his estate.” G.S. § 29-1, Rule 8. As Nat Russell died testate with heirs, this general rule is inapplicable to the case sub judice. Thus, Cora Russell is not an heir of Nat Russell.

To determine the relative interests of the parties as created by the testator, we must first examine the disputed devise which reads in pertinent part:

... I give and devise to my beloved wife, Cora C. Russell ... for the period of her natural life, and at her death to my daughter, Nancy D. Russell, to have and to hold the same to her and the heirs of her body; however, in the event of the death of my said daughter without bodily heirs, then and in that event I give and devise said properties to my heirs-at-law ....

[289]*289Next, we must look to the intestacy law in effect at the time of Nat Russell’s death. Rawls v. Rideout, 74 N.C. App. 368, 328 S.E.2d 783 (1985). And finally, we are guided by the intent of the testator. Slater v. Lineberry, 89 N.C. App. 558, 366 S.E.2d 608 (1988). Such intent is ascertained

from the . . . language and in light of conditions and circumstances existing at the time the will was made.

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Related

Peele v. Finch
200 S.E.2d 635 (Supreme Court of North Carolina, 1973)
Rawls v. Rideout
328 S.E.2d 783 (Court of Appeals of North Carolina, 1985)
White v. Alexander
224 S.E.2d 617 (Supreme Court of North Carolina, 1976)
Stoney v. MacDougall
220 S.E.2d 368 (Court of Appeals of North Carolina, 1975)
Davis v. Brown
84 S.E.2d 334 (Supreme Court of North Carolina, 1954)
Johnson v. Blackwelder
148 S.E.2d 30 (Supreme Court of North Carolina, 1966)
Kale v. Forrest
178 S.E.2d 622 (Supreme Court of North Carolina, 1971)
Simpson v. Simpson
222 S.E.2d 747 (Court of Appeals of North Carolina, 1976)
Ziegler v. . Love
115 S.E. 887 (Supreme Court of North Carolina, 1923)
Bryant v. Eagan
364 S.E.2d 704 (Court of Appeals of North Carolina, 1988)
Slater v. Lineberry
366 S.E.2d 608 (Court of Appeals of North Carolina, 1988)

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Bluebook (online)
399 S.E.2d 415, 101 N.C. App. 284, 1991 N.C. App. LEXIS 24, Counsel Stack Legal Research, https://law.counselstack.com/opinion/russell-v-russell-ncctapp-1991.