Wachovia Bank & Trust Co. v. Shelton

48 S.E.2d 41, 229 N.C. 150, 1948 N.C. LEXIS 439
CourtSupreme Court of North Carolina
DecidedJune 4, 1948
StatusPublished
Cited by8 cases

This text of 48 S.E.2d 41 (Wachovia Bank & Trust Co. v. Shelton) is published on Counsel Stack Legal Research, covering Supreme Court of North Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wachovia Bank & Trust Co. v. Shelton, 48 S.E.2d 41, 229 N.C. 150, 1948 N.C. LEXIS 439 (N.C. 1948).

Opinion

*153 BarNHIix, J.

Tlie immediate question for decision is : Who is entitled to the legacy bequeathed to Mrs. Shelton? The answer thereto, however, is dependent upon (1) whether Mrs. Shelton would have been entitled, as distributee, to a share of Mrs. Reynolds’ personal estate had she survived Mrs. Reynolds and in the event Mrs. Reynolds died intestate, and, if not, (2) whether the will of Mrs. Reynolds discloses an intent that in the event the legatee predeceased her the legacy should not lapse but should go to the lineal descendants of the legatee.

These questions arise on the admitted facts, and the answers are to be found in the terms of G. S., 31-42, as interpreted and applied by the Court. The pertinent provisions of that Act are as follows :

“Unless a contrary intention shall appear by the will . . . any devise in such will contained which shall fail or be void by reason of the death of the devisee in the lifetime of the testator . . . shall be included in the residuary devise (if any) contained in such will; Provided, there shall be no lapse of the . . . legacy by reason of the death of the . . . legatee during the life of the testator, if such . . . legatee would have been . . . (a) distributee of such testator had he died intestate, and if such . . . legatee shall leave issue surviving him; and if there is issue surviving, then the said issue shall have the . . . bequest named in the will.”

In his dissent in Henry v. Henry, 31 N. C., 278, Ruffin, C. J., paid his respects to the term “distributees” as “a newly invented barbarism, and without any settled sense . . . that, up to this day it has not obtained admission into any American dictionary, though at least one of them has been supposed to have taken in every word which could possibly be tolerated.” Even so, in that very case the Court defined the term to mean “the persons who are entitled under the statute of distributions to the personal estate of one who is dead intestate.” Since that date it has come to be recognized by lexicographers and now has a definite and -well-recognized meaning.

A distributee is a person who has the right under the statute of- distribution to a share in the surplus estate of an intestate; one entitled to take a share of an estate of a decedent, under the statute of distribution; one to whom something has to be distributed in the division of an estate; a person upon whom personal property devolves by act of law in cases of intestacy. Henry v. Henry, supra: Boyd v. Small, 56 N. C., 39; Jones v. Myatt, 153 N. C., 225, 69 S. E., 135; Callaghan, Cyc. Law Dic., 2d Ed.; Webster, New Int. Dic., 2d Ed.; 26 C. J. S., 993. For other definitions of marked similarity see 13 Words and Phrases, 12, el seq.

The determinative criterion is the -right to share in the distribution- of the personal estate of the intestate.

Whatever the rules of devolution at common law may have been, those who take by succession the estate of a person who dies intestate are named and defined in our statute of distribution, G. S., 28-149.

*154 Under tbis statute, collateral relatives do not share in the distribution of the personal estate of a married woman who dies intestate, leaving husband or child, or both, surviving. If she leaves a husband and a child or children surviving, they share alike in the distribution of the personality. G. S., 28-149 (8). If there is no child, the husband takes the whole personal estate. G. S., 28-7; G. S., 28-149 (9); Wilson v. Williams, 215 N. C., 407, 2 S. E. (2d), 19; McIver v. McKinney, 184 N. C., 393, 114 S. E., 399; Wooten v. Wooten, 123 N. C., 219.

Susie Bitting Shelton, a sister, died during the lifetime of the testatrix. The testatrix died without issue, leaving a husband surviving. Had Mrs. Reynolds died intestate, Mrs. Shelton, if living, would have been possessed of no right to any part of her personal estate. Instead, it would have gone to her husband as her sole distributee. TIence, in no sense would Mrs. Shelton have been a distributee of her estate. Farnell v. Dongan, 207 N. C., 611, 178 S. E., 77; Beach v. Gladstone, 207 N. C., 876, 178 S. E., 546.

The defendants contend, however, that the husband of a woman who dies intestate without issue surviving is not the distributee of his wife’s estate but takes by virtue of the lex mariti. Be that as it may, that is not the question here. The rights of defendants depend, in the first instance, upon whether Mrs. Shelton, if living, would have been a dis-tributee of the unbequeathed personal estate of Mrs. Reynolds.

Prior to the 1943 codification of our statutes, the husband of a woman who died intestate without issue is not named in the then prevailing statute of distribution (C. S. 137, now G. S. 28-149) as a distributee of his wife’s estate. This rights were defined by C. S. 7 (now G. S. 28-7). Even so, the two sections were separate parts of the same statute and related to the same subject matter—the distribution of the estate of an intestate. They must be construed in pari materia. If they are not so construed, then there is a direct and irreconcilable conflict between the terms of the two. Under C. S. 7 (now G. S. 28-7) the husband took all the personal estate of his wife in the event she died intestate. Under C. S. 137 (8), now G. S. 28-149 (8), he shared with the child or children of the deceased.

Considered as separate parts of the whole scheme of devolution, C. S. 7 provided for one eventuality, and C. S. 137, for another. Recognizing this, the Legislature, in 1943, brought C. S. 7 forward and made it subsection 9 of G. S. 28-149. Its meaning and purpose as thus codified is unambiguous. If there was any doubt respecting the intent of the Legislature prior thereto, this rearrangement of these sections makes that intent crystal clear. This was the law at the time Mrs. Reynolds died. Who would have been her distributees had she died intestate is to be ascertained under the law as it existed on that date. Hence, the statute of distribution as codified in G. S. 28-149 is controlling here. *155 What the law may have been at the time the will was executed is of no moment. Ferguson v. Ferguson, 225 N. C., 375, 35 S. E. (2d), 231.

But the fact Mrs. Shelton, if living, would not have been a distributee of the unbequeathed personal estate of Mrs. Reynolds does not, in and of itself, necessarily defeat the rights of defendants.

Under the express language of the statute, G. S. 31-42, if the testatrix, in her will, expressed an intent that the legacy should not lapse in the event the legatee predeceased her, the statutory provision for lapse does not apply. It lapses only in the event no contrary intent is expressed in the will. Such intent, if expressed in the will, is controlling.

This intent need not be stated in exact terms for “it is an axiomatic rule of construction that the intent of the testator, as expressed by him, is to be ascertained from the four corners of the will, Trust Co. v. Board of National Missions, 226 N. C., 546, 39 S. E.

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Bluebook (online)
48 S.E.2d 41, 229 N.C. 150, 1948 N.C. LEXIS 439, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wachovia-bank-trust-co-v-shelton-nc-1948.