Tarlton v. Stidham

469 S.E.2d 38, 122 N.C. App. 77, 1996 N.C. App. LEXIS 199
CourtCourt of Appeals of North Carolina
DecidedMarch 19, 1996
DocketNo. COA95-177
StatusPublished
Cited by3 cases

This text of 469 S.E.2d 38 (Tarlton v. Stidham) 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
Tarlton v. Stidham, 469 S.E.2d 38, 122 N.C. App. 77, 1996 N.C. App. LEXIS 199 (N.C. Ct. App. 1996).

Opinion

SMITH, Judge.

In this appeal from summary judgment against them, plaintiffs seek a declaratory judgment concerning distribution of property under a will. Plaintiffs represent the estate of Edna T. Griggs (decedent), who died testate in 1994. Defendants are the brothers and sisters (and others similarly situated) of the decedent’s late husband, Walter Eugene Griggs (Griggs), who died partially testate in 1982. The central issue concerns whether four parcels of land from the Griggs estate passed as a life estate to decedent, with remainder to defendants, or in fee simple to decedent, with no remainder to defendants. As a subsidiary issue, defendants cross appeal, claiming the trial court should not have granted summary judgment for plaintiffs on the issue of estoppel.

[79]*79We hold that the four parcels in question passed to plaintiffs in fee simple, via North Carolina’s Intestate Succession Act. We also hold that plaintiffs are not equitably estopped from claiming a fee simple interest in the property involved in this dispute. Thus, we reverse the judgment of the trial court on the will construction issue and affirm the trial court’s denial of defendants’ estoppel claim against plaintiffs.

The facts in this case are undisputed. Thus, to sustain the trial court’s grant of summary judgment on the partial intestacy issue, defendants (as the moving party) must show they are entitled to judgment as a matter of law. Kessing v. National Mortg. Corp., 278 N.C. 523, 533, 180 S.E.2d 823, 829 (1971). Defendants have not met this burden, as is explained herein.

Walter Eugene Griggs executed a will in 1963. In that will, Walter Eugene Griggs bequeathed all of his personal property, and a life estate in all of his real property, to his wife Edna T. Griggs. At his death in 1982, Walter Griggs owned seven parcels of land. Walter Griggs’ will specifically reserved a remainder interest in three of the seven tracts of land to his brothers and sisters. In the will, Walter Griggs did not specifically dispose of the remaining four parcels, which were acquired by him subsequent to the execution of his will in 1963. Walter Griggs’ will contained no residuary clause; thus no provision exists under the will for the passing of the four parcels not specifically bequeathed.

In 1994, Edna T. Griggs died testate. Edna Griggs’ will contained a residuary clause, which allocated all of her property not specifically bequeathed to the instant plaintiffs, her brothers and sisters and their lineal descendents. Defendants argue Edna Griggs was not an heir to the four parcels in question, as “she could not take under the intestacy laws,” because “a reversion was created [under Walter Griggs’ will] which vested in his heirs.” Defendants contend this “reversion” reflects the “paramount intent of the testator.” By “his heirs,” defendants mean the brothers and sisters (and their lineal descendents) of Walter Griggs. Defendants also argue that Edna Griggs must have dissented from Walter Griggs’ will in order to claim the remainder interest in the four parcels. Defendants are mistaken.

Our case law and statutes address the issues in this case without ambiguity. In Ferguson v. Croom, 73 N.C. App. 316, 318, 326 S.E.2d 373, 375 (1985), a case analytically identical to the instant one, this Court held that a disinherited party may still take in the event of a [80]*80partial intestacy. The Ferguson Court arrived at this disposition by applying N.C. Gen. Stat. § 29-8 (1984), which states: “If part but not all of the estate of a decedent is validly disposed of by his will, the part not disposed of by .such will shall descend and be distributed as intestate property.” Ferguson, 73 N.C. App. at 318, 326 S.E.2d at 375 (quoting § 29-8) (emphasis in original).

In this case, Walter Griggs did not provide a testamentary disposition, either specifically or through a residuary clause,' for the four parcels of land in dispute between the instant parties. Therefore, this property did not pass under Walter Griggs’ will. Instead, the four parcels constitute a partial intestacy, as defined by N.C. Gen. Stat. § 29-8. As such,

G.S. 29-8 creates a mandatory plan for disposing of a decedent’s property which does not pass by will. It directs that the property pass by intestate succession without regard to the intent expressed by a testator in a will. The statute, which was adopted in 1959, was a codification of our common law. See Dunlap v. Ingram, 57 N.C. 178 (4 Jones Eq.) (1858) (where our Supreme Court held that property not disposed of by will passes as directed by the law regardless of attempts by the testator to disinherit the lawful takers).

Ferguson, 73 N.C. App. at 318, 326 S.E.2d at 375 (emphasis ours).

Based on Ferguson, then, the question here becomes one of determining the proper heir to the four parcels under our Intestate Succession Act. Id. Under N.C. Gen. Stat. § 29-14 (1984) of the Intestate Succession Act, a surviving spouse receives “all the real property” if “the intestate is not survived by a child, children or any lineal descendent of a deceased child or children, or by a parent.” Neither party disputes that Walter Griggs had no lineal heirs or parents living at the time of his death; no one questions Edna Griggs’ status as the surviving spouse. Therefore, Edna Griggs was the proper recipient of the remainder interests in the four parcels of land contested here.

Once the remainder interests in the four parcels passed to Edna Griggs via intestacy, the doctrine of merger, as espoused in Elmore v. Austin, 232 N.C. 13, 23, 59 S.E.2d 205, 213 (1950) became operative.

Merger is the absorption of a lesser estate by a greater estate, and takes place when two distinct estates of greater and lesser rank meet in the same person or class of persons at the same time without any intermediate estate.

[81]*81Id. In this case, Edna Griggs’ remainder interest in the four parcels merged with her life interest in same, creating a fee simple estate in the four parcels. Id.

Defendants argue in their brief that: “Walter Eugene Griggs gave his wife, Edna Tarlton Griggs, all his personal property and a life estate in his land so since she did not dissent from his will she lost her right to intestate succession.” Defendants cite no authority for this proposition. However, we interpret defendants’ argument as meaning that Edna Griggs should have been forced to dissent, if she sought to exercise her rights to the four parcels under the Intestate Succession Act, while simultaneously taking under Walter Griggs’ will.

We do not agree the statute governing the right to dissent, N.C. Gen. Stat. § 30-1 (1992), requires such an election. See generally Phillips v. Phillips, 296 N.C. 590, 252 S.E.2d 761 (1979). The right to dissent is not an obligation to dissent. “It is a common principle of law in North Carolina that a surviving spouse must elect between taking under a Will and dissenting from the Will. The spouse cannot do both; the election of one precludes the other.” Hill v. Smith, 51 N.C. App.

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Bluebook (online)
469 S.E.2d 38, 122 N.C. App. 77, 1996 N.C. App. LEXIS 199, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tarlton-v-stidham-ncctapp-1996.