Shaw v. Arnett

33 N.W.2d 609, 226 Minn. 425, 1948 Minn. LEXIS 614
CourtSupreme Court of Minnesota
DecidedJune 25, 1948
DocketNo. 34,615.
StatusPublished

This text of 33 N.W.2d 609 (Shaw v. Arnett) is published on Counsel Stack Legal Research, covering Supreme Court of Minnesota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Shaw v. Arnett, 33 N.W.2d 609, 226 Minn. 425, 1948 Minn. LEXIS 614 (Mich. 1948).

Opinion

Magney, Justice.

This is an action in partition. Appeal is from the interlocutory judgment and the judgment confirming sale and directing application of proceeds of sale, insofar only as the same determine the ownership of the real estate involved and the proportions in which, and persons to whom, the proceeds of sale shall he distributed by the referees.

1-2-3. George Arnett, a resident of Illinois, his wife joining, on November 9, 1907, executed a deed conveying a half section farm in Eock county to his son Floyd. The controlling clause in the deed reads:

“* * * to their son Floyd H. Arnett of Geneseo, County of Henry and State of Illinois * * *:
“* * * to have and to hold the same during his natural life, with remainder in fee to his children; should he die leaving no child or children, or the descendants of a child or children, then the said lands to revert to the heirs of the grantor herein, * * *.”

In simplified form, by the deed, George conveyed, first, a life estate to his son Floyd, second, a remainder in fee to his children, and, third, if Floyd died leaving no child or children or descendants of child or children, then “said lands to revert to the heirs of the grantor herein.”

George executed five other similar deeds conveying real estate of the same value to his other four children and one grandchild, the latter the child of a deceased daughter. Each deed expressed a consideration, but no actual consideration was paid by the grantee. George was then 73 years old, and Floyd 24 and single. In 1917, Floyd married Henrietta Arnette, intervener herein. They had no children. George died testate February 22,1912. As to the property here involved, the provisions of the will and the laws of descent of this state coincide. Margaret Arnett, wife of George, died intestate in 1915. Their heirs were the same five children and the one grand *428 child. Floyd died February 14, 1946, intestate, and left intervener as his sole heir at law. She claims a one-sixth interest in the proceeds from the partition sale. In directing the application of the proceeds of the sale, the court allowed her the interest she claimed. Some of the owners of other interests are objecting to the court’s order of distribution, claiming that intervener is not entitled to share.

There is but one question for determination here, and that is: Did George retain a reversion in the real estate in question after he conveyed the life estate therein to his unmarried son, who later married but never had children?

If George did retain a reversion, then intervener is entitled to a one-sixth interest as the sole heir of Floyd. If he did not retain a reversion, then intervener has no interest in the proceeds of the partition sale. The statute defines a reversion as “the residue of an estate left in the grantor, or his heirs, or in the heirs of a testator, commencing in possession on the determination of a particular estate granted or devised.” M. S. A. 500.09. This is the common-law definition.

As Floyd died leaving no child or children or the descendants of a child or children, the legal effect of the wording of the deed is the same as if the deed had run to Floyd for life with reversion to the heirs of the grantor. The rule at common law is that a grant of a life estate with a remainder to the heirs of the grantor is ineffective to create a remainder in such heirs.

In Restatement, Property, § 314, the rule covering this situation is stated as follows:

“When a person makes an otherwise effective inter vivos conveyance of an interest in land to his heirs, or of an interest in things other than land, to his next of kin, then, unless a contrary intent is found from additional language or circumstances, such conveyance to his heirs or next of kin is a nullity in the sense that it designates neither a conveyee nor the type of interest of a conveyee.”

This rule is the doctrine of worthier title as applied to inter vivos conveyances, and “will normally result in the retention by the con *429 veyor of a reversion in fee simple.” Id. § 314, comment d. Illustration 3 under this section covers our situation. It reads:

“3. A, owning Blackacre in fee simple absolute, makes an otherwise effective inter vivos conveyance thereof ‘to B for life then to the heirs of A.’ The rule stated in this Section applies and B has an estate for life in possession and A has a reversion in fee simple.”

In Patton, Titles, § 133, the writers state:

“* * * The Rule in Bingham’s Case [2 Coke’s Reports, 91a, 76 Eng. Reprint 611] relates to an attempt of a grantor or testator, after creating a life estate in another, to limit by the same instrument a fee-simple estate in remainder to his own heirs. The limitation is held invalid, and instead he is regarded as having retained in himself a reversion in fee simple. If the heirs ever take from the grantor it will be by descent, and then only provided he has not sold the reversion during his lifetime or devised it to another.”

The courts generally hold that a conveyance to the heirs of a living person is not valid, for the reason that a living person can have no heirs. 33 Am. Jur., Life Estates, Remainders, etc., § 197, pp. 670, 673.

The note writer in 28 M. S. A. 2 p. 133, in 1947, quotes from 3 Minn. L. Rev. 340:

“* * * A man cannot convey to himself, or make his heirs, as such, take by purchase what they would otherwise take by descent. The Court of Appeals in New York has lately held that the rule is still law. It is also presumably law in Minnesota, the statutory provisions being the same.”

In a commentary on Future Interests, Uses and Trusts in Minnesota, found in 28 M. S. A. p. 61, Dean Everett Fraser says:

“It is a rule of the common law that a grantor cannot limit an estate, which apart from the limitation would continue in him or his heirs as a reversion, so that he or his heirs should have it as a remainder. A man cannot convey to himself, or make his heirs, as such, take by purchase what they would otherwise take by descent. *430 This rule has been followed in the United States, but it was abolished in Minnesota by Laws 1939, c. 90, now the last sentence of M. S. A. § 500.14, subd. 4.”

Whether this statute (§ 500.14, subd. 4) has the effect above stated we need not determine in this action, as will be seen. The statute reads in part:

* * No conveyance, transfer, devise, or bequest of an interest, legal or equitable, in real or personal property, shall fail to take effect by purchase because limited to a person or persons, howsoever described, who would take the same interest by descent or distribution.”

In Mowry v. Thompson, 189 Minn. 479, 250 N. W.

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Related

Mowry v. Thompson
250 N.W. 52 (Supreme Court of Minnesota, 1933)
Norman v. Horton
126 S.W.2d 187 (Supreme Court of Missouri, 1939)
State ex rel. Tozer v. Probate Court
113 N.W. 888 (Supreme Court of Minnesota, 1907)

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Bluebook (online)
33 N.W.2d 609, 226 Minn. 425, 1948 Minn. LEXIS 614, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shaw-v-arnett-minn-1948.