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BANKS v. MORGAN et al.

Supreme Court of Georgia1927-01-12No. No. 5317
163 Ga. 468

Summary

Holding. The deed conveyed a life estate to L. F. Morgan with remainder to his heirs, not a fee-simple title; therefore, the trial court erred in sustaining the demurrer and dismissing the case. The judgment is reversed.

Mrs. Banks executed a deed in 1912 transferring land to L. F. Morgan for $500. The deed contained language typical of a fee-simple conveyance but included a condition stating the land "shall not be subject to any debts that L. F. Morgan shall make, but go to his heirs." After L. F. Morgan died, Banks sought to cancel the deed, arguing it conveyed only a life estate to Morgan rather than full ownership, and therefore his estate had no authority to administer the property. The trial court dismissed the case by sustaining a general demurrer, effectively accepting the defendants' position that the deed granted a fee-simple title.

The appellate court reversed, holding that the deed must be interpreted as a whole to determine the grantor's actual intent rather than applying rigid technical rules about conflicting language. The court noted that under modern statutory construction principles, the presence of a provision directing the land to pass to Morgan's heirs after his death—even though appearing in a clause that might seem to conflict with fee-simple language—reveals the grantor's intention to create only a life estate in Morgan with remainder rights in his heirs. The apparent repugnance between clauses does not require rejecting the remainder provision when the overall instrument's meaning can be understood without undue difficulty.

Summary generated by law.co from the public-domain opinion. The opinion text itself is public domain.

Key issues

  • Construction of deed language allegedly containing conflicting or repugnant clauses
  • Whether deed conveyed fee-simple or life estate with remainder
  • Application of grantor's intent as the controlling principle in deed interpretation
  • Effect of statutory modification of common-law rules regarding repugnant provisions

Procedural posture

The trial court sustained defendants' general demurrer and dismissed the petition; the case came before the appellate court on an agreed statement that the sole issue was the proper construction of the deed.

Authorities cited

No cited authorities resolved to law.co cases yet.

Opinion

majority opinion

Beck, P. J.

Mrs. W. D. Banks brought her equitable petition against Mrs. Lena Morgan and others, alleging that the defendants were the heirs at law of Frank Morgan, deceased; and that petitioner had, on the 7th day of April, 1912, executed a deed conveying to L. F. Morgan a described tract of land. This deed is in the record, and, omitting the description of the land conveyed (there being no dispute as to the identity of the property involved), reads as follows: “For and in consideration of the sum of five hundred dollars, in hand paid, Samantha Banks . . does hereby give, grant, sell, alien, and convey unto L. F. Morgan, of the County of Fayette, the following property: . . The condition of this deed is that this land shall not be subject to any debts that L. F. Morgan shall make, but go to his heirs. Together with all privileges and appurtenances thereto in anywise belonging, in fee simple. And the said vendor will, and her heirs, executors, administrators, and assigns shall, the said property to the said vendee, his heirs, executors, administrators, and assigns, forever warrant and defend against the lawful demands of all persons whatever.” The deed was duly signed, sealed, and delivered by the grantor.

Mrs. Lena Morgan is the widow and the other defendants the children of L. F. Morgan, deceased; and petitioner prays that the deed be canceled on the ground that it conveyed only a life-estate to L. F. Morgan, and his administratrix had no right or authority to administer the same. The defendants filed a general demurrer to the petition; and when the case came on for a hearing it was agreed by the parties, and so stated to the court, that “the sole issue to be determined was the construction of the deed above referred to,” and this is also recited in the briefs filed in this court by the counsel for both parties. The judge below sustained the general demurrer and dismissed the case.

While the general demurrer might have raised other questions than that relating to the construction of the deed, it is recited in the bill of exceptions that both sides agreed that the only question involved in the case “turns on the construction of the deed” which appears in the record. The plaintiff insists that a proper construction of the deed is that it conveyed to L. F. Morgan a life-estate in the land described, with remainder over to his heirs at law, and that the court erred in sustaining the demurrer, which in effect sustains the contention of the defendants that the deed conveyed a fee-simple title to L. F. Morgan. We are of the opinion that the court below erred in dismissing the ease upon general demurrer. We treat the sole question which it was agreed in the court below was controlling in the case, and that is, did the deed convey a life-estate to L. F. Morgan, with remainder over to his children; or did it convey to the grantee just named a fee-simple title? Clearly, the deed would have conveyed a fee-simple title if the following clause had been omitted therefrom: “The condition of this deed is that this land shall not be subject to any debts that L. F. Morgan shall make, but go to his heirs.” In the case of Bray v. McGinty, 94 Ga. 192 (21 S. E. 284), it was said: “Although most of the phraseology in the premises of a deed of gift conveying land, and all of that used in the habendum, be such as a person skilled in conveyancing would rightly use to pass an estate in fee-simple, and the same, if standing alone, would be wholly inconsistent with an intention to convey a less estate to the donee, yet, where the concluding words of the premises were ‘then if the said [donee] should die, the same to go to his children ’: the effect of the deed as a whole, construing all its language together, was to create an estate in the donee for his life only, with remainder in fee to his children. . . If this was not the intention, there could be no rational object in mentioning the children or providing for them to take at all.” To the argument that the last clause quoted from the deed above is repugnant to the granting clause, and that a repugnance existing between the two clauses the granting clause must prevail, the reply can be made that the two clauses are not irreconcilable; but that, seeking to ascertain the intention of the parties, which must be looked to as the rule in the construction of deeds as well as of other contracts, the two clauses are not repugnant in the light of the clear intention, gathered from the paper itself, of the grantor. Section 3659 of the Civil Code reads as follows: “The word ‘heirs/ or its equivalent,- is not necessary to create an absolute estate; but every conveyance, properly executed, shall be construed to convey the fee, unless a less estate is mentioned and limited in such conveyance. If a less estate is expressly limited, the courts shall not, by construction, increase such estate into a fee, but, disregarding all technical rules, shall give effect to the intention of the maker of the instrument, as far as the same is lawful, if the same can be gathered from its contents; and if not, in such case the court may hear parol evidence to prove the intention.” And in the case of Cobb v. Wrightsville & Tennille R. Co., 129 Ga. 377 (58 S. E. 862), it was held: “Since the adoption of the original code, taking effect in 1863, the strictness of the old rule as to repugnant clauses in a deed has been much modified. Substance, rather than technical nicety in the location of clauses, is controlling. The intention of the parties is the cardinal rule of construction.” In the case of Henderson v. Sawyer, 99 Ga. 334 (25 S. E. 312), it was said: “Since the adoption of the code, a mere repugnance in words will not authorize a court to hold that there is a real repugnance in a deed, and consequently to annul the latter of two inconsistent clauses therein, when the actual intention of the maker, viewing the instrument as a whole, can be arrived at without serious difficulty. Code, § 2755; Thurmond v. Thurmond, 88 Ga. 182 [14 S. E. 198]; Bray v. McGinty, 94 Ga. 192 [supra], and cases cited; Rollins v. Davis, 96 Ga. 107 [23 S. E. 392].” “Tinder the Civil Code, § 3661, a deed to a woman, and the heirs of her body after her death, conveys a life-estate to the first taker, with remainder over to her children. King v. McDuffie, 144 Ga. 318 (87 S. E. 22).” Perkins v. Perkins, 147 Ga. 122, 126 (92 S. E. 875).

After a careful consideration of the question and of the authorities bearing upon the same, we are satisfied that the deed should be construed as above indicated.

Judgment reversed.

All the Justices concur, except Hines, J., who dissents.