Trumbauer v. Rust

154 N.W. 801, 36 S.D. 301, 11 A.L.R. 10, 1915 S.D. LEXIS 155
CourtSouth Dakota Supreme Court
DecidedNovember 16, 1915
DocketFile No. 3787
StatusPublished
Cited by20 cases

This text of 154 N.W. 801 (Trumbauer v. Rust) is published on Counsel Stack Legal Research, covering South Dakota Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Trumbauer v. Rust, 154 N.W. 801, 36 S.D. 301, 11 A.L.R. 10, 1915 S.D. LEXIS 155 (S.D. 1915).

Opinion

WHITINIG, J.

The only question before us upon this appeal is the sufficiency of’ the facts — both those admitted by the pleadings and those found 'by the trial court — to sustain the judgment of such, court. Such facts are as follows: On Augixst 4, 1908, a purported deed to certain land was executed and acknowledged by the owner and his wife. The grantee therein was the son of the makers of such writing. The writing was left with [304]*304.the party who took the acknowledgment, under instructions to such party that he deliver the same to the grantee; and he did deliver it to such grantee prior to the death' of either of the makers. Both makers died before this action was brought. The writing was in form a full warranty deed, purporting to- be given for a large money consideration; its granting clause reading, “do hereby grant, bargain, sell and convey unto' the said party of the second part, his heirs and assigns forever”; its habendum cláuse being' an usual words, among its covenants being one that the makers “have good right to sell and convey the same in manner and form aforesaid”, its closing words being those usually found in a deed. But it recited that if was subject to two conditions: “This deed is to go -into effect, only after the death of both * * * grantors, the survivor to have full possession of the land during his or her natural life only”; and, “the grantee herein agrees to pay” certain sums of money to the other children of the grantors “within six months after the death of the survivor.” The covenant against incumbrances was:

“That the same are free from all incumbrances except that the payment of the above sums as stated shall be a legal lien against said real estate until paid.”

The trial court 'held the writing to be a deed.

[1] Cases almost without number have been before the courts of other jurisdictions wherein such courts have been called upon to' determine whether a writing, purporting' to convey real prop^erty, was a deed or a testamentary conveyance. There is no conflict of authority as to what distinguishes a deed from a testamentary conveyance. If it pass a present interest or right, even though the enjoyment thereof be .postponed until the death of the grantor, it is a deed; if it pass no present -interest or right, but is dependent upon the death of the maker to. consummate it, it is testamentary in its nature, notwithstanding it be denominated a deed and is a deed in form and' in- some essential characteristics. If testamentary in character, its validity will depend upon whether it was executed in the manner prescribed by the statute of wills; and, if not valid, it will not even create a trust in favor of the grantee. O’Gorman v. Jolley, 34 S. D. 26, 147 N. W. 78.

[2] In determining whether or not a writing is a deed, the controlling question and the ultimate object of inquiry should, in [305]*305every -case, 'be: What was the intent of the maker? If it was to postpone title and enjoyment until after his death, the writing is not a deed; if it was to confer title but to postpone the enjoyment thereof, it is a deed. Stroup v. Stroup, 140 Ind. 179, 39 N. E. 864, 27 L. R. A. 523. Recognizing the above as the settled law, we find respondent contending that the writing before us was “a present conveyance of a future estate in fee, * * * reserving to the grantors a life estate and right of possession”; while appellants contend that it was “a -testamentary instrument — ■ an attempt to arrange the affairs of the grantors, prior to their death, in such manner as would save to them both the title and right of possession -during their lives.”

An examination of the numerous cases wherein other courts hav-e been called upon- to -determine whether a writing was a deed or a testamentary conveyance shows that, while, i-n every case, the -court has sought to determine the intent of the makers and has held the writing to be either a deed or a testamentary conveyance according -as ¡the ascertained intent o-f the grantor was to convey a present interest with enjoyment thereof postponed, or was to postpone both the vesting -of the interest and the -enjoyment thereof, each case -stood upon its own peculiar facts — the wording of -the particular writing, the declarations of the maker at the time -of executing the writing, in fact -all surrounding circumstances tending to rev-eal -the intent of the maker. As different minds will naturally reach -different conclusions, though the evidence may be the same, it is not strange that we find, as we do, opinions from different tribunals which -cannot be harmonized; y-et a careful reading of -each opinion generally reveals -some fact that clearly justifies the conclusion reached by the court. After a careful review of the many -cases, we are convinced that there is in fact -but l-ittle -conflict among the authorities.

[3] Certain rules that should guide the -count in arriving at ■ the intention of the maker seem to be generally -accepted. The intention of the maker is -t-o be gathered, primarily, from the language o-f the writing -itself. Sharp v. Hall, 86 Ala. 110, 5 South. 497, 11 Am. St. Rep. 28. The above rule is declared by sections 928 and 1248, C. C. This rule does not preclude the court, in doubtful cases, from a consideration of the facts and circum[306]*306stances under which the writing was. made and which existed up to the death of the maker, and it is to be regretted that, in the case at bar, the facts and circumstances under which this writing was made were not disclosed. Among those things .which may appear in the writing itself, and which the .courts hold tend to show an intent to make a -deed, are -designation' of it as a deed, recitation of consideration, particular description of the land, covenants of title, the sealing and acknowledging of the writing. The delivering and recording of the writing are also matters to' be -considered. Saunders v. Saunders, 115 Iowa, 275, 88 N. W. 329.

[4-5] There is one question that should always be borne in mind when interpreting a doubtful writing: How must it be interpreted to make of it a valid- instrument? Section 1252, C. C., provides:

“A contract must receive such an interpretation as will make it lawful, operative, definite, reasonable and capable of being carried .into effect, if it -can be done without violating the intention of the parties.”

It stands conceded that, if the writing before us is not a -deed, it has no validity whatever, as it was not executed and attested in accordance with the -statutes relating to wills. There are -peculiar reasons why the above .rule should be most liberally applied under facts such as those before us. Actions, wherein the courts, are called up:on to interpret writings such as the one now before os, are almost always brought after th-e -death of the makers thereof. Whatever may have been the full intent of the maker a-t the time he -executed the writing — -whether t-o vest a -present interest with -enjoyment thereof postponed, or to postpone both the vesting of title as well as the enjoyment of the interest sought to be -conveyed — one thing is beyond dispute: the maker intended that, at least after his -death, title should vest in the grantee named. And another fact beyond -dispute is that the maker died without undoing whatever he attempted to- accomplish, thus leaving unequivocal evidence that he died intending -and expecting hi-s grantee to have full title to the property.

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Bluebook (online)
154 N.W. 801, 36 S.D. 301, 11 A.L.R. 10, 1915 S.D. LEXIS 155, Counsel Stack Legal Research, https://law.counselstack.com/opinion/trumbauer-v-rust-sd-1915.