Witty v. Witty

184 N.C. 375
Supreme Court of North Carolina·Decided November 15, 1922·Published·Cited by 40 cases

Opinion

Stacy, J.

On the hearing, the title offered was properly made to depend upon the construction of the following clause in the will of Levi E. Witty:

“I give and devise to my beloved wife, Louisa, the plat or parcel of land (description not in dispute), to have and to hold her natural life or widowhood in satisfaction for and in lieu of her dower and thirds in all my real estate; at the death of my wife, or if she marries again, my will is that the aforesaid lands be sold at public sale (after due notice has been given) to the highest bidder, and the amount it brings equally divided among my lawful heirs. . . . My will is that the remaining portion of my lands be sold according to law to the highest bidder, and the amount equally divided among all my children, excepting my daughter Emma. She is to have $100 more than any of the other children.”

The plaintiffs and the defendant Elizabeth Terry contend that under a proper construction of the foregoing clause in the will of Levi E. Witty, the property described in the complaint is to be sold after the death of his widow, Louisa Witty, and the proceeds divided among them and the other nephews and nieces of said testator living at the death of said Louisa Witty, and that the class to take is to be determined as of the date of her death.

The defendants, Mrs. E. M. Witty and Mark Witty, Jr., contend, as held by the court below, that by the will of said Levi E. Witty a vested remainder in fee was given to the children surviving at the testator’s death, and that the remainder to the five children'so surviving accumulated in the respective survivors as each of them died without issue, until the entire estate vested in E. M. Witty, the last one to die, and was devised by him to his widow, the defendant, Mrs. E. M. Witty, for life, and the remainder to his adopted son, Mark Witty, Jr.; and that these defendants are the owners and entitled to the possession of the lands in controversy.

The case turns upon the single question as to whether the interests in remainder are vested or contingent; and as to whether the testator’s “lawful heirs” are to be determined as of the date of his death or at the death of his widow, the life tenant.

It is admitted that if vested remainders are created, the interests in remainder vested, upon the death of the testator, in the five children of his then living; that the vested interest of each of these five, as he or she died before the life tenant, accumulated in the survivors until finally testator’s son, E. M. Witty, was the only living child and heir, holding all the remainder as a vested interest, and. that when he died before the death of the life tenant, his vested right in the entire remainder passed by his will to the appellees, Mrs. E. M. Witty, his widow, as life tenant, and Mark Witty, Jr., as remainderman in fee. [378] In other words, if tbe remainders created are vested, tbe class of re-maindermen is to be ascertained according to tbe general rule, i. e., as of tbe date of tbe death of tbe testator, and such being tbe case, tbe appellees, Mrs. E. M. Witty and Mark Witty, Jr., are tbe devisees or legatees of all of tbe fee in remainder. This was tbe bolding of tbe trial judge.

It is admitted, on tbe other band, that if contingent remainders are created, tbe contingency being that tbe class of remaindermen is not to be ascertained until tbe death of tbe life tenant, then tbe appellants are entitled, for themselves and other collaterals who did not appear, to an order for tbe sale of tbe land in question, now in tbe possession of tbe appellees, and for distribution of tbe proceeds.

It is undoubtedly tbe general rule of testamentary construction that, in tbe absence of a contrary intention clearly expressed in tbe will, or to be derived from its context, read in tbe light of the surrounding circumstances, an estate limited by way of remainder to a class described as tbe testator’s “heirs,” “lawful heirs,” or by similar words descriptive of those persons who would take bis estate under tbe canons of descent, bad be died intestate, vests immediately upon tbe death of tbe testator, and at which time tbe members of said class are to be ascertained and determined. Jenkins v. Lambeth, 172 N. C., 468, and cases there cited. 23 R. C. L., 549; note, Ann. Cas. 1917 A, 859; Welch v. Blanchard, 33 L. R. A. (N. S.), 1, and note. This is not only tbe general rule of construction, but it is in keeping with tbe natural and primary meaning of tbe words themselves. Wall v. Converse, 146 Mass., 345; Tuttle v. Woolworth, 62 N. J. Eq., 532. “An heir,” says Blackstone, “is be upon whom tbe law casts tbe estate immediately on tbe death of tbe ancestor.” II Blackstone, ch. 14.

In Bullock v. Downes, 9 H. L. Cas., 1, Lord Campbell stated tbe rule as follows: “Generally speaking, where there is a bequest to one for life, and after bis decease to tbe testator’s next of kin, tbe next of kin who are to take are tbe persons who answer that description at tbe death of tbe testator, and not those who answer that description at tbe death of tbe first taker. Gifts to a class, following a bequest of tbe same property for life, vest immediately upon tbe death of tbe testator. Nor does it make any difference that tbe person to whom such previous life interest was given is also a member of tbe class to take on bis death.”

Of course, in dealing with real property, “heirs at law” takes tbe place of “next of kin” in any statement of tbe rule.

This general rule has been recognized and approved by us in a number of cases, notably Jones v. Oliver, 38 N. C., 369; Brinson v. Wharton, 43 N. C., 80; Rives v. Frizzle, 43 N. C., 237; DeVane v. Larkins, 56 N. C., 377; Newkirk v. Hawes, 58 N. C., 268; Pollard v. Pollard, 83 [379] N. C., 97; Harris v. Russell, 124 N. C., 554; Wool v. Fleetwood, 136 N. C., 471, and Baugham v. Trust Co., 181 N. C., 406.

In tbe last cited case, Allen, J., speaking for tbe Court, quoted with approval tbe following from 40 Oyc., 1481: “As a general rule, tbe death of tbe testator is tbe time at wbicb tbe members of a class are to be ascertained in case of a gift to tbe testator’s beirs, next of kin, or other relatives, unless tbe context of tbe will indicates a clear intention that tbe property shall go to tbe beirs, next of kin, or other relatives at a different time, such as at tbe time of distribution, or at tbe death of tbe first taker, or at tbe date of tbe execution of tbe will. . . . Where tbe gift is to tbe beirs or next of kin of another than tbe testator, it ordinárily refers to tbe death of such other, unless tbe context of tbe will manifests that tbe class shall be determined at a different time, such as at tbe time of distribution.”

In Jenkins v. Lambeth, 172 N. C., 468, tbe same rule is stated by Hóke, J., as follows: “It is undoubtedly tbe general rule that when a testator, after a prior limitation of bis property by will, makes, in present terms, a disposition of tbe same in remainder to bis own beirs or right beirs, these beirs, nothing else appearing, are to be ascertained and determined as of tbe time of bis death. This is not only tbe primary meaning of tbe word beirs, but tbe position is said to be favored by tbe courts because in its tendency it hastens tbe time when tbe ulterior limitation takes on a transmissible quality,” .citing a number of authorities.

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Witty v. Witty, 184 N.C. 375 (N.C. 1922).

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