MICHAEL A. COLOMBO, Administrator CTA of the Estate of HAZEL
PILAND STEVENSON, Deceased,
Plaintiff
v
.
GEORGE M. STEVENSON, III, HAZEL S. BRANCH, HOWELL W. BRANCH,
BETSY BRANCH LEWIS, WESLEY STEVENSON BRANCH AND SUSAN STEVENSON,
Defendants
Gaylord, McNally, Strickland, Snyder & Holscher, L.L.P., by
Danny D. McNally and Emma Stallings Holscher, for defendants-
appellees George M. Stevenson, III and Susan Stevenson.
WALKER, Judge.
Defendants Hazel S. Branch, Howell W. Branch, Betsy Branch
Lewis and Wesley Stevenson Branch (appellants) appeal from a
judgment ordering that the legacies and devises granted to George
M. Stevenson, Jr. (George Jr.) under the Will of Hazel Piland
Stevenson (testatrix) pass to George M. Stevenson, III (George
III). The testatrix died on 24 January 2000 and was predeceased by
her only son, George Jr., who died on 29 November 1999. The sole
issue with this appeal is whether the trial court erred in
determining that N.C. Gen. Stat. § 31-42 (anti-lapse statute)applied to the legacies and devises granted to George Jr. under the
Will, thereby allowing George Jr.'s issue, George III, to take in
his place.
The pertinent provisions of the Will are as follows:
Appellants maintain that the language used in Article V of the
Will clearly indicates the testatrix's intention that any legacy or
devise which lapsed was to become a part of her residuary estate;
therefore, the trial court erred in concluding the anti-lapse
statute applied to the legacies and devises granted to George Jr.
Our State's anti-lapse statute provides as follows:
Unless the will indicates a contrary intent,
if a devisee predeceases the testator, whether
before or after the execution of the will, and
if the devisee is a grandparent of or a
descendant of a grandparent of the testator,then the issue of the predeceased devisee
shall take in place of the deceased devisee.
N.C. Gen. Stat. § 31-42(a)(1999).
(See footnote 1)
Our courts have consistently recognized a duty to render a
will operative and to give effect to [a] testator's intent if
reasonable interpretation can be given which is not in
contravention of some established rule of law. NCNB v. Apple, 95
N.C. App. 606, 608, 383 S.E.2d 438, 440 (1989); see also Stephenson
v. Rowe, 315 N.C. 330, 335, 338 S.E.2d 301, 304 (1986)(where a
testator's intent is clearly expressed in plain and unambiguous
language the will is to be given effect according to its obvious
intent). Watson v. Smoker, 138 N.C. App. 158, 160, 530 S.E.2d
344, 346, disc. rev. denied, 352 N.C. 363, 544 S.E.2d 560
(2000)(quoting Price v. Price, 11 N.C. App. 657, 660, 182 S.E.2d
217, 219 (1971)).
Based on these principles, this Court has held [a] testator
who desires to prevent lapse must express such intent or provide
for substitution of another devisee in language sufficiently clear
to indicate what person or persons testator intended to substitute
for the legatee dying in his lifetime; otherwise, the anti-lapse
statute applies. Early v. Bowen, 116 N.C. App. 206, 210, 447
S.E.2d 167, 170 (1994); disc. rev. denied, 339 N.C. 611, 454 S.E.2d
249 (1995)(citing In re Will of Hubner, 106 N.C. App. 204, 416
S.E.2d 401, disc. rev. denied, 332 N.C. 148, 419 S.E.2d 572(1992)). Here, the parties agree with the trial court's finding
that [t]he provisions of testatrix's will pertinent to this action
are not ambiguous. Under Article V, the testatrix specifically
stated the residue of her property was to include all lapsed
legacies and devises, or other gifts made by this will which fail
for any reason. Generally, words used in a will which have a
well-defined legal significance are presumed to have been used in
that sense, in the absence of evidence of a contrary intent.
Clark v. Connor, 253 N.C. 515, 521, 117 S.E.2d 465, 468-69 (1960).
A lapsed legacy or devise has historically been defined by our
courts as one where the legatee or devisee dies before the
testator. See Smith v. Wiseman, 41 N.C. 540 (1850); Mebane v.
Womack, 55 N.C. 293 (1855); Betts v. Parrish, 312 N.C. 47, 320
S.E.2d 662 (1984).
Nevertheless, appellees contend the testatrix's inclusion of
the phrase including all lapsed legacies and devises was merely
boilerplate language and should not be interpreted as an
expression of her intent to prevent an application of the anti-
lapse statute. In support of their contention, appellees cite
Blevins v. Moran, 12 S.W.3d 698 (Ky. Ct. App. 2000), in which the
Kentucky Court of Appeals held that a will's residuary clause which
included the phrase [a]ll the rest, residue and remainder of my
estate . . . including legacies and devises, if any, which may fail
for any reason did not, by itself, establish a testator's intent
to avoid operation of its anti-lapse statute. However, the Court
reached its conclusion based on its finding that the language usedby the testator was ambiguous and its determination that the
Kentucky Anti-Lapse Statute carried with it a strong presumption
against lapse. Id. at 703 (emphasis added).
With the exception of Kentucky, other jurisdictions which have
addressed this issue have held that a testator's use of such
similar language demonstrates an intention that a lapsed bequest
was to become part of the residuary estate and was not to be saved
by their states' anti-lapse statutes. See Estate of Salisbury, 143
Cal. Rptr. 81 (Cal. App. 1978)(finding language stating that the
residue of my estate, real and personal, wheresoever situate,
including all failed and lapsed gifts was a sufficiently clear
expression of testatrix's intent to render that state's anti-lapse
statute inapplicable); In re Neydorff, 184 N.Y.S. 551 (N.Y.
1920)(holding that where testator granted the residue to specified
person, including lapsed legacies, the legacies to testator's
predeceased brother and sister did not fall within the state's
anti-lapse statute); In re Phelps' Estate, 126 N.W. 328 (Iowa
1910)(holding a residuary clause which provided I give, devise and
bequeath all the rest, residue and remainder of my estate, real,
personal and mixed, wheresoever situated together with any of my
estate that may fail, for any reason to pass . . . to the following
named persons . . . demonstrated testator's intention that the
State's anti-lapse statute was not to be applied).
A careful review of Articles III and IV of the Will reveals
the testatrix granted specific legacies and devises to certain
family members without stating what was to occur should any familymember predecease her. Thereafter, in Article V, the testatrix
provided that her residuary estate was to include all lapsed
legacies and devises, or other gifts made by this will which fail
for any reason. . . . The inclusion of this language indicates
that the testatrix contemplated that the legacies and devises
granted in Articles III and IV could lapse and clearly demonstrates
her intention that should a lapse occur, then the lapsed legacies
or devises were to become part of her residuary estate. To apply
the anti-lapse statute would require us to presume the testatrix
intended that should George Jr. predecease her, the bequests to him
in Articles III and IV were to go to George III. We decline to
make this presumption in light of (1) the specific language the
testatrix used in Article V and (2) the lack of evidence indicating
such a contingency in Articles III and IV. See Clark, 253 N.C. at
521, 117 S.E.2d at 468-69 (in the interpretation of a testator's
intent nothing is to be added to or taken from the language used,
and every clause and every word must be given effect if possible);
see also Central Carolina Bank v. Wright, 124 N.C. App. 477, 483,
478 S.E.2d 33, 37 (1996), disc. rev. denied, 345 N.C. 340, 483
S.E.2d 162 (1997).
Accordingly, we conclude that, in Article V of her Will, the
testatrix used sufficiently clear language to express her intent
that the anti-lapse statute not apply to the legacies and devises
which lapsed or failed for any reason. The judgment of the trial
court is reversed and the case is remanded for proceedings
consistent with this opinion. Reversed and remanded.
Judges HUNTER and BRYANT concur.
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