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  "name": "SHARON ROWE STEPHENSON, SANDRA ROWE FAULKNER, SHEILA ROWE and MAXINE ROWE as Guardian Ad Litem for SYLVIA PAULETTE ROWE, a minor, ANGELA ALINE ROWE, a minor, KATHERINE LOUISE ROWE, a minor, and AARON WILLIAM ROWE, A minor, and JOHN J. SCHRAMM, as Guardian Ad Litem for unborn persons v. LUCILLE JONES ROWE, Individually, and as Executrix of the Last Will and Testament of Aaron William Rowe, and as Trustee under the Will of Aaron William Rowe",
  "name_abbreviation": "Stephenson v. Rowe",
  "decision_date": "1984-08-07",
  "docket_number": "No. 8322SC774",
  "first_page": "717",
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    "judges": [
      "Judge WELLS concurs.",
      "Judge Becton dissents."
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    "parties": [
      "SHARON ROWE STEPHENSON, SANDRA ROWE FAULKNER, SHEILA ROWE and MAXINE ROWE as Guardian Ad Litem for SYLVIA PAULETTE ROWE, a minor, ANGELA ALINE ROWE, a minor, KATHERINE LOUISE ROWE, a minor, and AARON WILLIAM ROWE, A minor, and JOHN J. SCHRAMM, as Guardian Ad Litem for unborn persons v. LUCILLE JONES ROWE, Individually, and as Executrix of the Last Will and Testament of Aaron William Rowe, and as Trustee under the Will of Aaron William Rowe"
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      {
        "text": "JOHNSON, Judge.\nThis case involves the validity of an ambiguous devise of real estate in a will. We hold that the trial court erred in ruling that the devise was valid and in granting summary judgment to defendant accordingly.\n1 \u2014 4\nThe testator, Aaron William Rowe, owned a large farm of about 160 acres, where he lived with his second wife, Lucille Jones Rowe. His will contained the following provision:\nI will, devise and bequeath to my wife, Lucille Jones Rowe, the homeplace occupied by us at the time of my death, together with thirty (30) acres of real estate immediately surrounding the homeplace, to be hers in fee simple, absolutely and forever.\nA general residuary clause placed the remainder of the testator\u2019s property, both real and personal, in trust for Lucille Rowe and the testator\u2019s seven children by his first marriage, with Lucille Rowe as trustee. The trust property was to be divided equally among the beneficiaries.\nThe thirty-acre devise was not surveyed or fenced off before the testator\u2019s death. After his death, Lucille Rowe, in her capacity as executrix, had the thirty-acre tract surveyed and deeded to herself individually.\nPlaintiffs, three of the testator\u2019s children, his first wife, Maxine Rowe, as guardian ad litem for the minor children, and a guardian ad litem for the children\u2019s unborn issue, filed the present action seeking a construction of the will and a declaration that the attempted thirty-acre devise failed for vagueness. Defendant, Lucille Rowe, individually and in her capacity as executrix (hereinafter referred to simply as defendant), filed a lengthy answer contending that the will was at most latently ambiguous, or in the alternative, counterclaimed that the court should impose a constructive trust on the land. She then moved for partial summary judgment on the construction issue, supported by numerous affidavits describing the testator\u2019s expressions of intent before his death. Plaintiffs moved to dismiss the counterclaim and for summary judgment. The trial court denied the motion to dismiss and granted summary judgment to defendant on her motion, ruling that Lucille Rowe individually held title to the thirty-acre tract as set forth in the survey made after the testator\u2019s death. From this order, plaintiffs appeal.\nII\nDefendant moved to dismiss the appeal for plaintiffs\u2019 failure to file it within the 150-day limit set by the Rules of Appellate Procedure. 4A N.C. Gen. Stat. App. I (2A), N.C. R. App. P. 12(a) (Supp. 1983). Although the trial court apparently announced its judgment at a hearing in November 1982, it did not render a signed judgment until February 1983, at which time it also signed and filed plaintiffs\u2019 appeal entries. Plaintiffs filed the record in this Court in July 1983. The 150-day limit depends on the giving of notice of appeal. It is well established that the time limit for giving notice starts to run when the trial judge announces his decision in open court, unless the court provides for judgment to be effective on signing. The date of the written order does not control. N.C. Gen. Stat. \u00a7 1-279 (1983); N.C. Gen. Stat. \u00a7 1A-1, Rule 58 (1983); 4A N.C. Gen. Stat. App. I (2A), N.C. R. App. P. 3 (Supp. 1983); In re Moore, 306 N.C. 394, 293 S.E. 2d 127 (1982), appeal dismissed, 459 U.S. 1139, 74 L.Ed. 2d 987, 103 S.Ct. 776 (1983). Plaintiff appellants made no motion to extend the time for filing the appeal, and thus it is subject to dismissal. Nevertheless, in our discretion, we treat the purported appeal as an application for writ of certiorari, allow same, and proceed to consider the merits. N.C. Gen. Stat. \u00a7 7A-32(c) (1981); 4A N.C. Gen. Stat. App. I (2A); N.C. R. App. P. 21 (Supp. 1983).\nIII\nPlaintiffs first challenge the form of the judgment. We find the summary judgment order sufficiently clear to dispose of this assignment. The trial court ruled that the will was, at worst, latently ambiguous, and that plaintiffs forecast no extrinsic evidence, which would raise a genuine issue of fact as to which thirty acres testator intended to devise to defendant. Plaintiffs raised no other issues in their Complaint, except whether defendant was appointed as trustee under the will. The will itself clearly and definitively answers that issue in defendant\u2019s favor. Once the trial court granted summary judgment on the construction issue, defendant\u2019s counterclaim for the declaration of a constructive trust became moot. Since the trial court accepted defendant\u2019s evidence that testator intended to devise a certain thirty acres, and since that thirty acres had already been deeded to Lucille Rowe and no longer abutted any other property of the estate, it appears that no further judicial proceedings were necessary to establish the boundaries. Accordingly, the summary judgment, although nominally partial, effectively resolved all issues. Since the summary judgment against plaintiffs resolved the case, the trial court could properly tax costs following the judgment. N.C. Gen. Stat. \u00a7 6-21 (1981).\nIV\nAs a result, the only question we need decide is the propriety of the grant of summary judgment on the construction issue.\nIn construing a will, the intent of the testator is the \u201cpolar star\u201d which guides the courts. Adcock v. Perry, 305 N.C. 625, 290 S.E. 2d 608 (1982). The testator unequivocally intended to give Lucille Rowe thirty acres of land, and we should not lightly disregard such clearly expressed wishes.\nHowever, we may perform our duty to give effect to the intent of the testator only within the limits of the rules of law fixed by statute and decisions of our courts. Dearman v. Bruns, 11 N.C. App. 564, 181 S.E. 2d 809, cert. denied, 279 N.C. 394, 183 S.E. 2d 241 (1971). One such rule, applicable here, was established by our Supreme Court in Hodges v. Stewart, 218 N.C. 290, 10 S.E. 2d 723 (1940). There, the testator attempted to devise out of a total holding of 165 acres \u201c25 acres of the home tract of land including the building and outhouses. . . .\u201d In affirming the trial court\u2019s ruling that the attempted devise failed for vagueness, the Hodges Court held:\nThe will furnishes no means by which the twenty-five acres can be identified and set apart, nor does the will refer to anything extrinsic by which the twenty-five acres can be located. The will fixes no beginning point or boundary. It is too vague and indefinite to admit of parol evidence to support it. There is nothing to indicate where or how the testator intended the twenty-five acres should be set apart out of the 82 acres in the home tract. The principle is firmly established in our law that a conveyance of land by deed or will must set forth a subject matter, either certain within itself or capable of being made certain by recurrence to something extrinsic to which the instrument refers. It is essential to the validity of a devise of land that the land be described with sufficient definiteness and certainty to be located and distinguished from other land. [Emphasis added.]\n218 N.C. at 291, 10 S.E. 2d at 724. The only difference between this case and Hodges lies in the words \u201cimmediately surrounding.\u201d These fix no beginning point or boundary, however. They do not indicate how the 30 acres are to be separated from the other land, except by mathematical speculation. They are thus too vague and indefinite \u201cto admit of parol evidence to support them.\u201d Id. Therefore, the trial court erred in implicitly ruling, as it must have to consider defendant\u2019s parol evidence, that the devise was only latently ambiguous. A fortiori, the summary judgment based thereon also constituted error.\nV\nDefendant attempts to distinguish Hodges, citing Redd v. Taylor, 270 N.C. 14, 153 S.E. 2d 761 (1967), in which a devise of \u201cthe part of the Farm . . . that they want\u201d was held valid. The testator and devisees in Redd had agreed prior to the testator\u2019s death which land would pass, however, and the land was described in a lease between them. The Court specifically distinguished Hodges, on the ground that that case had required a separation, while Redd required only an \u201cidentification,\u201d by means of the testatrix\u2019s declarations and documents in existence during the testatrix\u2019s lifetime. Plaintiffs advance no extrinsic evidence existing before the testator\u2019s death to support their claim.\nIn Cable v. Hardin Oil Co., 10 N.C. App. 569, 179 S.E. 2d 829, cert. denied, 278 N.C. 521, 180 S.E. 2d 863 (1971), we upheld a devise of 25 acres out of a 73 acre tract. There, however, the will specifically provided that the tract was \u201cto be selected\u201d by the devisee. The express grant of a power of selection took Cable out of the rule of Hodges. No such express grant to defendant appears in this will. Although her powers as trustee are extensive, they do not include the power to transfer portions of the trust assets to selected individual beneficiaries. We therefore must hold that Hodges applies, and that the devise must fail.\nVI\nRelying on Taylor v. Taylor, 45 N.C. App. 449, 263 S.E. 2d 351, rev\u2019d on other grounds, 301 N.C. 357, 271 S.E. 2d 506 (1980), defendant contends that if the devise of 30 acres fails, the residuary clause must fail as well. Taylor concerned a specific devise of the \u201cremainder of my real estate,\u201d which we held must fail with the overly vague devise of the home and \u201c30 Acres of land surrounding the same,\u201d since the remainder clause depended on the first for its determination. Here on the other hand there was an independent and effective general residuary clause, absent in Taylor. Therefore Taylor is distinguishable and the devise of testator\u2019s real estate to the trust may stand.\nVII\nWe are aware that our result, mandated by Hodges, is contradictory to the express intent of the testator. Hodges has been criticized as imposing too strict a requirement, most recently in Taylor v. Taylor (Robert M. Martin, J., dissenting). See also Annot., 157 A.L.R. 1129 (1945). Judge Robert Martin explicitly invited the Supreme Court by his dissent in Taylor to reconsider Hodges. In reversing on other grounds, the Supreme Court implicitly refused to do so. Because defendant has failed to show why Hodges should not apply, Hodges must supply the rule of de-cisi\u00f3n. Therefore, the order must be vacated and the cause remanded for proceedings consistent with this opinion.\nVacated and remanded.\nJudge WELLS concurs.\nJudge Becton dissents.",
        "type": "majority",
        "author": "JOHNSON, Judge."
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      {
        "text": "Judge Becton\ndissenting.\nBelieving that the Hodges decision, relied on by the majority, overlooks the fundamental distinction between the sufficiency of descriptions required in deeds as opposed to devises under wills, I dissent.\nJudge Robert Martin dissented in Taylor v. Taylor, raising precisely the same question, ie., the soundness of the rule in Hodges. In his dissent, Judge Martin expressly invited the Supreme Court to reconsider Hodges-, however, the Supreme Court reversed without reaching the question, since the surviving spouse\u2019s effective dissent from the will rendered the validity of the will\u2019s provisions moot. The surviving spouse has not dissented in the present case, and the viability of Hodges is thus squarely presented.\nThe Hodges Court declared a devise of \u201ctwenty-five acres of the home tract including the building and outhouses\u201d void for vagueness based on \u201c[t]he principle . . . firmly established in our law that a conveyance of land by deed or will must set forth a subject matter, either certain within itself or capable of being made certain by recurrence to something extrinsic to which the instrument refers.\u201d 218 N.C. at 291, 10 S.E. 2d at 724. Yet the deed construction cases cited in Hodges to support this principle refer exclusively to conveyances of land by deed or other writing. See, e.g., Cathey v. Buchanan Lumber Co., 151 N.C. 592, 66 S.E. 580 (1909). A will is not a conveyance. 5A G. Thompson, Real Property \u00a7 2603, at 289 (1978); Black\u2019s Law Dictionary 402 (4th ed. 1951). Therefore, I believe that the principles governing deed constructions are inapposite to the validity of devises under a will. A simple policy reason for applying different principles of construction presents itself: the parties may correct an improperly drawn deedf while a testator, after death, cannot remedy technical mistakes in drafting.\nAs stated by the majority, supra, \u201c[i]n construing a will, the intent of the testator is the \u2018polar star\u2019 which guides the courts.\u201d Clearly, a testator\u2019s intent differs substantially from a grantor\u2019s. The nature of the cases relied on in Hodges, actions to recover land and actions of ejectment involving the grantor or his other grantees as plaintiffs or defendants, reveals the need for great specificity in deeds. In each case cited in Hodges, the grantor had conveyed away a portion of a larger tract. Applying the principles of contract law, the court in each case attempted to discern the grantor\u2019s intent in the deed description. Faced with vague descriptions, the court declared the deed void on the presumption that the grantor intended to convey fee title to a specific piece of property but failed to clarify his intent. To enforce the irrevocably vague deed description, by creating a tenancy in common, would have potentially contradicted the grantor\u2019s unclarified intent and penalized the grantor or his other grantees.\nMeanwhile, a testator\u2019s intent is simpler to discern. The testator wishes to devise his entire estate. He is not retaining a portion of the real property for himself, nor is there any chance he will devise the same property to two parties under the same will. He intends to devise all his real property, but since he is not protecting his own property interest, he may not have particular pieces of property in mind \u2014 just a fraction of the whole, a piece of the pie. Prior to Hodges, our Supreme Court had long recognized a testator\u2019s non-specific intent when faced with several devises of specified acreage and effectuated it by declaring the devisees tenants-in-common. See Caudle v. Caudle, 159 N.C. 53, 74 S.E. 631 (1912); Wright v. Harris, 116 N.C. 462, 21 S.E. 914 (1895); Harvey v. Harvey, 72 N.C. 570 (1875); see also Annot., 157 A.L.R. 1129 (1945). Consequently, the land description in a devise need not meet the standard set in Hodges to fulfill a testator\u2019s intent. The quantity of land is the only essential term. The Hodges standard, as applied to wills, confounds a testator\u2019s intent and should be abandoned.\nThe trial court, in an obvious attempt to circumvent the rule in Hodges, implicitly ruled that the devise to defendant was only latently ambiguous, admitted defendant\u2019s parol evidence, and granted defendant title to a specific thirty acres. It is clear that the devise was too vague to admit parol evidence and grant title to a specific tract. Therefore, summary judgment on this theory was improper. However, applying the law in Caudle, Wright, and Harvey, I believe that summary judgment in favor of defendant is still proper: the non-specific devises created a tenancy-in-common. Under the terms of the will, defendant is entitled to thirty acres plus 1/8 of the remaining real property held in trust under the residuary clause, as a tenant-in-common with the remaining seven beneficiaries under the residuary clause.\nConsidering the trust aspect of the residuary clause, I believe the case should be remanded so that the trial court can appoint a panel of commissioners to set aside the thirty acres devised outright to defendant. Id.",
        "type": "dissent",
        "author": "Judge Becton"
      }
    ],
    "attorneys": [
      "William T. Graham for plaintiff appellants.",
      "Rudisill & Brackett, P.A., by J. Richardson Rudisill, Jr., for defendant appellee."
    ],
    "corrections": "",
    "head_matter": "SHARON ROWE STEPHENSON, SANDRA ROWE FAULKNER, SHEILA ROWE and MAXINE ROWE as Guardian Ad Litem for SYLVIA PAULETTE ROWE, a minor, ANGELA ALINE ROWE, a minor, KATHERINE LOUISE ROWE, a minor, and AARON WILLIAM ROWE, A minor, and JOHN J. SCHRAMM, as Guardian Ad Litem for unborn persons v. LUCILLE JONES ROWE, Individually, and as Executrix of the Last Will and Testament of Aaron William Rowe, and as Trustee under the Will of Aaron William Rowe\nNo. 8322SC774\n(Filed 7 August 1984)\nWills \u00a7 1.4\u2014 devise of real property \u2014 no definite description \u2014devise invalid\nThe trial court erred in granting summary judgment for defendant in an action to determine the validity of an ambiguous devise of real estate in a will where the provision in question devised to testator\u2019s wife \u201cthe homeplace occupied by us at the time of my death, together with thirty (30) acres of real estate immediately surrounding the homeplace,\u201d since the will furnished no means by which the 30 acres could be identified and set apart, nor did the will refer to anything extrinsic by which the 30 acres could be located.\nJudge Becton dissenting.\nAppeal by plaintiffs from Helms, Judge. Judgment entered 18 February 1983 in Superior Court, Iredell County. Heard in the Court of Appeals 2 May 1984.\nWilliam T. Graham for plaintiff appellants.\nRudisill & Brackett, P.A., by J. Richardson Rudisill, Jr., for defendant appellee."
  },
  "file_name": "0717-01",
  "first_page_order": 745,
  "last_page_order": 753
}
