Trumbauer v. Rust

154 N.W. 801, 36 S.D. 301, 11 A.L.R. 10, 1915 S.D. LEXIS 155
South Dakota Supreme Court·Decided November 16, 1915·No. File No. 3787·Published·Cited by 20 cases

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] .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] every -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] stances 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.”

Free access — add to your briefcase to read the full text and ask questions with AI

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

154 N.W. 801 (Trumbauer v. Rust) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

Heinert v. Home Federal Savings & Loan Ass'n of Sioux Falls
444 N.W.2d 718 (South Dakota Supreme Court, 1989)
Famous Brands, Inc. v. David Sherman Corporation
814 F.2d 517 (Eighth Circuit, 1987)
Larsen v. Morrison
293 N.W.2d 468 (South Dakota Supreme Court, 1980)
Nelson v. Nelson
293 N.W.2d 463 (South Dakota Supreme Court, 1980)
Kuhfeld v. Kuhfeld
292 N.W.2d 312 (South Dakota Supreme Court, 1980)
Spitzer v. Spitzer
168 N.W.2d 718 (South Dakota Supreme Court, 1969)
Senechal v. Senechal
112 N.W.2d 618 (South Dakota Supreme Court, 1962)
Huber v. Backus
112 N.W.2d 238 (South Dakota Supreme Court, 1961)
Eide v. Tveter
143 F. Supp. 665 (D. North Dakota, 1956)
Fischer v. Gorman
274 N.W. 866 (South Dakota Supreme Court, 1937)
McGillivray v. Wipf
266 N.W. 724 (South Dakota Supreme Court, 1936)
Benson v. Benson
257 N.W. 460 (South Dakota Supreme Court, 1934)
Merkamp v. Niles
252 N.W. 636 (South Dakota Supreme Court, 1934)
Tillotson v. Carpenter
250 N.W. 339 (South Dakota Supreme Court, 1933)
Stalting v. Stalting
217 N.W. 386 (South Dakota Supreme Court, 1927)
Young v. O'Donnell
224 P. 682 (Washington Supreme Court, 1924)
Hagen v. Hagen
161 N.W. 380 (Supreme Court of Minnesota, 1917)