CORA LEE PAYNE WATSON, LEE VERNON PAYNE, CHARLES ODELL PAYNE,
JR., and CURLEY LLEWELLYN PAYNE, Plaintiffs, v. SHARON LEE FRYE
SMOKER, RONALD EDWARD MCBRIDE, SUSAN LYNN MCBRIDE CHURCH, and
GARY CHURCH, Defendants
No. COA99-913
The trial court erred by ordering in a summary judgment that plaintiffs, the widow and
children of testatrix's son, were the fee simple owners of property devised in a will where the will
left to the testatrix's niece and the niece's children the tract of land on which the testatrix was
living for the niece's natural life in satisfaction of her dower. The will is ambiguous and subject
to construction of the courts because the intent to provide the niece with a dower estate would be
contrary to the granting of a concurrent life estate to the niece's children. Testatrix is held to
have intended to devise her real property to her niece for her natural life and then to her children
because the will did not have a residuary clause, so that a concurrent life estate with the children's
interest terminating at the niece's death would result in an intestacy. There is a presumption of
law against intestacy when a person makes a will.
Appeal by defendants from order filed 30 April 1999 by Judge
Jeanie Reavis Houston in Wilkes County District Court. Heard in
the Court of Appeals 25 April 2000.
Robert P. Laney for plaintiff-appellees.
Cecil Lee Porter for defendant-appellants.
GREENE, Judge.
Sharon Lee Frye Smoker, Ronald Edward McBride, Susan Lynn
McBride Church, and Gary Church (collectively, Defendants) appeal
the trial court's order granting summary judgment in favor of Cora
Lee Payne Watson, Lee Vernon Payne, Charles Odell Payne, Jr., and
Curley Llewellyn Payne (collectively, Plaintiffs) entered on 30
April 1999.
(See footnote 1)
On 28 October 1997, Plaintiffs filed a complaint and request
for a declaratory judgment interpreting the will of Merica Canzada
Payne (Testatrix). The will of Testatrix, probated on 22 December
1964, provides, in pertinent part, as follows:
SECOND: I give and devise to my beloved
niece, Carlene Payne McBride, and her
children, namely: (Sharon Lee Frye [Smoker],
Ronald Edward McBride and Susan Lynn McBride
[Church], Their Mother, Carlene Payne McBride,
my niece shall be the guardian of the
children's part), the tract of land on which I
now reside, Containing two and one-half acres,
more or less, for her natural life, in
satisfaction of her dower and third in all my
lands. . . .
Defendants, excluding Gary Church, are the children of Carlene
Payne McBride (Carlene). Gary Church is the husband of Susan Lynn
McBride Church. Carlene died on 17 October 1991. Cora Lee Payne
Watson is the widow of Charles Payne, the son of Testatrix. Lee
Vernon Payne, Charles Odell Payne, Jr., and Curley Llewellyn Payne
are the children of Charles Payne and Cora Lee Payne Watson and the
grandchildren of Testatrix.
The trial court, in a summary judgment, ordered "that . . .
[P]laintiffs are the fee simple owners" of the two and one-half
acres devised in the will.
_________________________
The dispositive issues are (I) whether the language in the
will is ambiguous, and if so, (II) whether a proper construction of
the will places fee simple title in Carlene's children.
It is well established "that the primary object in
interpreting a will is to give effect to the intention of thetestator,"
Misenheimer v. Misenheimer, 312 N.C. 692, 696, 325
S.E.2d 195, 197 (1985), and this intent, where ascertained, will be
given effect unless it violates some rule of law or is contrary to
public policy,
Pittman v. Thomas, 307 N.C. 485, 492, 299 S.E.2d
207, 211 (1983). A testator's intent is to be gathered from a
consideration of the four corners of the will.
Sutton v. Quinerly;
Sutton v. Craddock; Sutton v. Fields, 231 N.C. 669, 679, 58 S.E.2d
709, 715 (1950). Where a testator's intent "is clearly expressed
in plain and unambiguous language[,] there is no need to resort to
the general rules of construction for an interpretation," because
"the will is to be given effect according to its obvious intent."
Price v. Price, 11 N.C. App. 657, 660, 182 S.E.2d 217, 219 (1971).
Where a testator's intent is not clear and the will's terms are
subject to more than one reasonable meaning, however, resort may be
had to the courts for construction of the will.
Pittman, 307 N.C.
at 492, 299 S.E.2d at 211. "The authority and responsibility to
interpret or construe a will rests solely on the court."
Trust Co.
v. Wolfe, 243 N.C. 469, 473, 91 S.E.2d 246, 250 (1956).
I
In this case, the will devises the real property to Carlene
and her children for the natural life of Carlene. Without more,
this language indicates an intent for Carlene's children to have a
life estate
pur autre vie (for the life of) Carlene. In other
words, Carlene and her children were to have a concurrent life
estate in the property, with Carlene's life constituting the
measuring life. This is the construction urged by Plaintiffs. This type of estate has been recognized by our courts,
see Brown v.
Brown, 168 N.C. 4, 13, 84 S.E. 25, 29 (1915);
see also 1 Patrick K.
Hetrick & James B. McLaughlin, Jr.,
Webster's Real Estate Law in
North Carolina § 5-2, at 84 (5th ed. 1999) [hereinafter 1
Webster's
Real Estate Law], and generally arises when a parcel of land is
conveyed or devised, for example, "'[t]o A for the life of B,'" 1
Webster's Real Estate Law § 5-2, at 84. The language in the will
that Carlene was to serve as "the guardian of [her] children's
part," which of course could occur only during Carlene's life, is
consistent with a construction the children's interest was to
terminate at Carlene's death.
The will also provides, however, the devise to Carlene is "in
satisfaction of [Carlene's] dower" interest. Although Carlene was
not entitled to a dower interest in her aunt's property,
(See footnote 2)
the
language in the will does suggest the Testatrix believed Carlene
was entitled to such an interest and intended the will to satisfy
that obligation. The devise of a concurrent life estate in
property would not have satisfied a dower obligation.
See Sheppardv. Sykes, 227 N.C. 606, 609, 44 S.E.2d 54, 56 (1947);
see also
28
C.J.S.
Dower and Curtesy § 64, at 147-48. The intention of
Testatrix to provide Carlene with a dower estate would, thus, be
contrary to the granting of concurrent life estates to Carlene's
children and reasonably supports a construction that Testatrix
intended Carlene to have a life estate in the property, with
Carlene's children having the remainder interest.
See 31 C.J.S
Estates § 70, at 124 (1996) ("remainder is a remnant of an estate
in land, depending on a particular prior estate, created at the
same time and by the same instrument and limited to arise
immediately on the determination of the prior estate and not in
abridgement of it"). This is the construction urged by Defendants.
Because the intent of the Testatrix is not clear and subject to two
reasonable meanings, the will is ambiguous and subject to
construction by the courts.
II
There is a presumption of law, under the general rules of will
construction, against intestacy when a person makes a will,
see 1
Norman Adrian Wiggins,
Wills and Administration of Estates in North
Carolina § 133, at 230;
see also Lesane v. Chandler, 9 N.C. App.
33, 36, 175 S.E.2d 351, 353 (1970), which provides that when "a
will is susceptible to two reasonable constructions, one disposing
of all of the testator's property, and the other leaving part of
the property un[-]disposed of, the former construction will be
adopted and the latter rejected,"
Lesane, 9 N.C. App. at 36, 175
S.E.2d at 353. A will should not, therefore, be construed in sucha way that results in "'partial intestacy . . . unless such
intention appears clearly'" in the will, because "'the courts . . .
prefer any reasonable construction, or any construction which does
not do violence to testator's language, to a construction which
results in partial intestacy.'"
Holmes v. York, 203 N.C. 709, 712,
166 S.E. 889, 890 (1932) (quoting 1 William Herbert Page,
Page on
Wills § 815, at 1383-84 (2d ed. 1926)).
The first reasonable construction, as urged by Plaintiffs,
would result in Testatrix dying partially intestate. This is so,
because, after Carlene's death, her children's (Defendants')
interest in the property would end,
see 1
Webster's Real Estate Law
§ 5-1, at 83 (life estate terminates upon the death of designated
person),
the property would revert back to the estate of Testatrix,
see 31 C.J.S.
Estates § 104, at 172 (reversion arises by operation
of law whenever grantor has conveyed less than his whole estate),
and the will does not have a residuary clause to dispose of the
property. Whereas, the second reasonable construction, as urged by
Defendants, would result in the complete disposition of the estate
of Testatrix, because at Carlene's death, her children's remainder
interest would become a present possessory estate in fee simple
absolute.
Accordingly, we accept Defendants' proposed construction of
the will and hold Testatrix intended to devise her real property to
Carlene for her natural life and then to Carlene's children.
Defendants, consequently, were vested at the death of Carlene with
the fee simple ownership of the property described in the will. The judgment of the trial court is, therefore, reversed and
remanded for the entry of a judgment declaring Defendants to be the
owners of the property described in the will.
Reversed and remanded.
Judges MCGEE and EDMUNDS concur.
Footnote: 1