{ "id": 8522958, "name": "GUY G. OSBORNE, AVERY OSBORNE, GWEN O. PERKINS, GUY G. OSBORNE, JR., ANSEL L. OSBORNE, GARY OSBORNE, DONNIE RAY OSBORNE, TERICA OSBORNE McNEIL, TED RAY PERKINS, JR., LEE OSBORNE, JADE A. OSBORNE, GERALDINE OSBORNE CULLIE, GENE LEE OSBORNE, DONNA OSBORNE (Minor), SAMANTHA CAROL HARWARD (Minor), ANGELA ELIZABETH HARWARD (Minor), JEFFREY DAVID PERKINS (Minor), ZEB PATRICK OSBORNE (Minor), JEANNIE MICHELL OSBORNE (Minor), HEATHER OSBORNE (Minor), SARA OSBORNE (Minor), and DIANE OSBORNE (Minor), Plaintiffs v. THELMA O. HODGIN, R. KERMIT HODGIN, JAMES ALSON HODGIN, ANNA HODGIN GARRETT, SANDRA GARRETT SMITH, MELISSA SMITH (Minor), DEBORAH GARRETT STEED, TRAVIS STEED (Minor), STEVEN GARRETT, SARAH V. OSBORNE, SARAH MAE OSBORNE SHARPE, GARY L. SHARPE, DAWN SHARPE, CORY SHARPE (Minor), JOHN SHARPE, TIM SHARPE, CHRIS SHARPE (Minor), CORDELLA OSBORNE BLACKWOOD, JEFF BLACKWOOD, RANDY BLACKWOOD (Minor), TOMMY BLACKWOOD (Minor), ALL UNKNOWN HEIRS OF J. ALLEN OSBORNE and ALL POTENTIAL HEIRS OF J. ALLEN OSBORNE AS YET UNBORN, Defendants", "name_abbreviation": "Osborne v. Hodgin", "decision_date": "1990-04-03", "docket_number": "No. 8918SC535", "first_page": "111", "last_page": "115", "citations": [ { "type": "official", "cite": "98 N.C. App. 111" } ], "court": { "name_abbreviation": "N.C. Ct. App.", "id": 14983, "name": "North Carolina Court of Appeals" }, "jurisdiction": { "id": 5, "name_long": "North Carolina", "name": "N.C." }, "cites_to": [ { "cite": "359 S.E.2d 497", "category": "reporters:state_regional", "reporter": "S.E.2d", "weight": 3, "year": 1987, "pin_cites": [ { "page": "499", "parenthetical": "citation omitted" }, { "page": "498" }, { "page": "499" } ], "opinion_index": 0 }, { "cite": "87 N.C. App. 79", "category": "reporters:state", "reporter": "N.C. App.", "case_ids": [ 8357886 ], "year": 1987, "pin_cites": [ { "page": "82", "parenthetical": "citation omitted" } ], "opinion_index": 0, "case_paths": [ "/nc-app/87/0079-01" ] }, { "cite": "104 S.E. 892", "category": "reporters:state_regional", "reporter": "S.E.", "year": 1920, "pin_cites": [ { "page": "894" } ], "opinion_index": 0 }, { "cite": "180 N.C. 369", "category": "reporters:state", "reporter": "N.C.", "case_ids": [ 8653649 ], "year": 1920, "pin_cites": [ { "page": "373" } ], "opinion_index": 0, "case_paths": [ "/nc/180/0369-01" ] }, { "cite": "258 S.E.2d 444", "category": "reporters:state_regional", "reporter": "S.E.2d", "year": 1979, "pin_cites": [ { "page": "447-48" } ], "opinion_index": 0 }, { "cite": "298 N.C. 207", "category": "reporters:state", "reporter": "N.C.", "case_ids": [ 8569787 ], "year": 1979, "pin_cites": [ { "page": "212" } ], "opinion_index": 0, "case_paths": [ "/nc/298/0207-01" ] }, { "cite": "341 S.E.2d 39", "category": "reporters:state_regional", "reporter": "S.E.2d", "year": 1986, "opinion_index": 0 }, { "cite": "315 N.C. 597", "category": "reporters:state", "reporter": "N.C.", "case_ids": [ 4714275, 4718790, 4717073, 4719672, 4715545 ], "year": 1986, "opinion_index": 0, "case_paths": [ "/nc/315/0597-02", "/nc/315/0597-01", "/nc/315/0597-03", "/nc/315/0597-04", "/nc/315/0597-05" ] }, { "cite": "335 S.E.2d 79", "category": "reporters:state_regional", "reporter": "S.E.2d", "year": 1985, "pin_cites": [ { "page": "83" } ], "opinion_index": 0 }, { "cite": "77 N.C. App. 253", "category": "reporters:state", "reporter": "N.C. App.", "case_ids": [ 8521759 ], "year": 1985, "pin_cites": [ { "page": "258" } ], "opinion_index": 0, "case_paths": [ "/nc-app/77/0253-01" ] }, { "cite": "303 S.E.2d 358", "category": "reporters:state_regional", "reporter": "S.E.2d", "year": 1983, "pin_cites": [ { "page": "360", "parenthetical": "citations omitted" } ], "opinion_index": 0 }, { "cite": "62 N.C. App. 533", "category": "reporters:state", "reporter": "N.C. App.", "case_ids": [ 8523660 ], "year": 1983, "pin_cites": [ { "page": "535", "parenthetical": "citations omitted" } ], "opinion_index": 0, "case_paths": [ "/nc-app/62/0533-01" ] } ], "analysis": { "cardinality": 536, "char_count": 9077, "ocr_confidence": 0.728, "pagerank": { "raw": 4.03580807328026e-08, "percentile": 0.20551468444685386 }, "sha256": "0a7a670e105cfca8c1e0696d924e2c82fa120ac8513364e9af3fbb12bf492bf7", "simhash": "1:1a74ff61163a8834", "word_count": 1518 }, "last_updated": "2023-07-14T19:26:07.401162+00:00", "provenance": { "date_added": "2019-08-29", "source": "Harvard", "batch": "2018" }, "casebody": { "judges": [ "Judges Eagles and Parker concur." ], "parties": [ "GUY G. OSBORNE, AVERY OSBORNE, GWEN O. PERKINS, GUY G. OSBORNE, JR., ANSEL L. OSBORNE, GARY OSBORNE, DONNIE RAY OSBORNE, TERICA OSBORNE McNEIL, TED RAY PERKINS, JR., LEE OSBORNE, JADE A. OSBORNE, GERALDINE OSBORNE CULLIE, GENE LEE OSBORNE, DONNA OSBORNE (Minor), SAMANTHA CAROL HARWARD (Minor), ANGELA ELIZABETH HARWARD (Minor), JEFFREY DAVID PERKINS (Minor), ZEB PATRICK OSBORNE (Minor), JEANNIE MICHELL OSBORNE (Minor), HEATHER OSBORNE (Minor), SARA OSBORNE (Minor), and DIANE OSBORNE (Minor), Plaintiffs v. THELMA O. HODGIN, R. KERMIT HODGIN, JAMES ALSON HODGIN, ANNA HODGIN GARRETT, SANDRA GARRETT SMITH, MELISSA SMITH (Minor), DEBORAH GARRETT STEED, TRAVIS STEED (Minor), STEVEN GARRETT, SARAH V. OSBORNE, SARAH MAE OSBORNE SHARPE, GARY L. SHARPE, DAWN SHARPE, CORY SHARPE (Minor), JOHN SHARPE, TIM SHARPE, CHRIS SHARPE (Minor), CORDELLA OSBORNE BLACKWOOD, JEFF BLACKWOOD, RANDY BLACKWOOD (Minor), TOMMY BLACKWOOD (Minor), ALL UNKNOWN HEIRS OF J. ALLEN OSBORNE and ALL POTENTIAL HEIRS OF J. ALLEN OSBORNE AS YET UNBORN, Defendants" ], "opinions": [ { "text": "ORR, Judge.\nThe sole issue on appeal is whether the trial court erred in granting summary judgment. For the reasons set forth below, we hold that the trial court did not err in granting summary judgment in defendants\u2019 favor.\nJ. Allen Osborne died in 1958, leaving a holographic will, which was duly admitted to probate. The first sentence of the will stated:\nI, J. Allen Osborne, will the home place nown [sic] as the Daniel Osborne Farm containing 128 acrs [sic] to my Wife, Almedia Osborne.\nMr. Osborne bequeathed the household and kitchen furniture and the farm and shop tools to his wife. He then restricted her right to sell or give any saw timber during her lifetime. The will provided further:\nat Almedia Osborne death i will to my dauter [sic] Felma Hogin [sic] the Home Farm kown [sic] as the Daniel Osborne Farm 128 acres her lifetime ....\nThe will then specifically bequeathed money to Mr. Osborne\u2019s sons, Vernon and Guy Osborne, each of whom had received a farm for nominal consideration from Mr. Osborne during his lifetime. Mr. Osborne made no other provision for the Daniel Osborne farm. In 1959, Almedia Osborne executed a general warranty deed conveying the farm to her daughter, Thelma Hodgin, in fee simple. Mrs. Hodgin and her husband later conveyed the land to their children in 1983.\nIn this action, plaintiff Guy G. Osborne is one of the sons of J. Allen Osborne, and plaintiff Avery Osborne is the son of J. Allen Osborne\u2019s deceased son. The remaining plaintiffs include the lineal descendants of Guy G. and Avery Osborne.\nDefendant Thelma Hodgin is the daughter of Almedia and J. Allen Osborne. Other defendants include Thelma\u2019s husband, R. Kermit Hodgin, their children, James Alson Hodgin and Anna Hodgin Garrett, and their lineal descendants. Defendant Sarah V. Osborne is the widow of Vernon Osborne, and the remaining defendants are the children and issue of Vernon and Sarah V. Osborne, except for plaintiff Avery Osborne.\nPlaintiff filed this cause of action attempting to quiet title on the 128-acre farm described in J. Allen Osborne\u2019s will. Plaintiff further sought a declaratory judgment that the devise of the farm to Almedia Osborne was a devise of a life estate and not a devise in fee simple absolute.\nUnder N.C. Gen. Stat. sec. 1A-1, Rule 56(c) (1983), summary judgment \u201cshall be rendered ... if the pleadings, depositions, answers to interrogatories, . . . together with the affidavits, if any, show that there is no genuine issue as to any material faet and that any party is entitled to summary judgment as a matter of law.\u201d This remedy permits the trial court to decide whether a genuine issue of fact exists; it does not allow the court to decide an issue of fact. Sauls v. Charlotte Liberty Mut. Ins. Co., 62 N.C. App. 533, 535, 303 S.E.2d 358, 360 (1983) (citations omitted).\nIn a summary judgment proceeding, the trial court must view all evidence in the light most favorable to the nonmoving party. Walker v. Westinghouse Electric Corp., 77 N.C. App. 253, 258, 335 S.E.2d 79, 83 (1985), disc. rev. denied, 315 N.C. 597, 341 S.E.2d 39 (1986). Summary judgment may be granted to the nonmoving party when the evidence establishes that there are no material issues of fact. A-S-P Associates v. City of Raleigh, 298 N.C. 207, 212, 258 S.E.2d 444, 447-48 (1979).\nIt is well-settled law that the testator\u2019s intent is the key in construing and interpreting a will, and such intent must be determined from the four corners of the will. Carroll v. Herring, 180 N.C. 369, 373, 104 S.E. 892, 894 (1920).\nIn the case sub judice, plaintiff argues that the 128-acre tract devised to Almedia Osborne by her husband was a life estate because in the last paragraph of the will, J. Allen Osborne stated that upon his wife\u2019s death, his daughter, Thelma Hodgin, was to have the 128-acre tract for her lifetime. We disagree.\nWe hold that J. Allen Osborne\u2019s devise of the land to his wife in the first paragraph of the will was a devise in fee simple. There were no limitations on this devise. Mr. Osborne then made several other bequests of personal property including specific limitations concerning the timber on the devised tract of land. In the next to the last paragraph of the will, Mr. Osborne directed that his daughter, Thelma Hodgin, receive the tract of land upon Almedia Osborne\u2019s death. We do not believe these instructions are sufficient to turn the devise in fee simple to Almedia Osborne in the first paragraph of the will into a life estate.\nN.C. Gen. Stat. secs. 31-38 (1984) creates the presumption that any devise of property is a devise in fee simple. Such presumption may be overcome only by \u201cthe plain or express words of the will or where the will plainly reflects the testator\u2019s intention to convey a lesser estate.\u201d Leonard v. Dillard, 87 N.C. App. 79, 82, 359 S.E.2d 497, 499 (1987) (citation omitted). There are no express words in J. Allen Osborne\u2019s will which would convey a life estate to Almedia Osborne.\nWe have examined the statutory and case law in this State and find that the will in our case is very similar to that in Leonard. There, the subject will devised all property \u201cwith full power to sell or convey [the property]\u201d tq the testator\u2019s daughter, \u201c[provided], that\u201d if the daughter owned any part of the property at her death, the property would descend to her children or the heirs of such children. Id. at 80, 359 S.E.2d at 498.\nAlthough the will in Leonard gave the devisee full power to sell or convey the property, we do not believe this to be a material difference. The Leonard court held that the will devised the property to the testator\u2019s daughter in fee simple, and that the gift over to her children did not limit the devise to a life estate. Id. at 82-83, 359 S.E.2d at 499.\nWe hold that the will in the case before us devised the 128-acre tract in fee simple to Almedia Osborne and that the gift over to Thelma Osborne did not limit the devise to a life estate.\nBecause we find that the trial court did not err in granting summary judgment in defendant\u2019s favor on the above issue, we need not address plaintiff\u2019s remaining assignments of error.\nAffirmed.\nJudges Eagles and Parker concur.", "type": "majority", "author": "ORR, Judge." } ], "attorneys": [ "Shope and McNeil, by Richard I. Shope and Michael L. Burton, for plaintiff-appellants.", "Berry and McKinney, by James H. McKinney, for minor plaintiffs.", "Adams, Kleemeier, Hagan, Hannah & Fonts, by W. Winburne King, III and Katherine Bonan McDiarmid, for defendant-appellees.", "Kornegay, Lung & Angle, by Robert B. Angle, Jr., for defendant-appellees.", "Stem, Graham & Klepfer, by Robert L. Johnston, for defendant-appellees." ], "corrections": "", "head_matter": "GUY G. OSBORNE, AVERY OSBORNE, GWEN O. PERKINS, GUY G. OSBORNE, JR., ANSEL L. OSBORNE, GARY OSBORNE, DONNIE RAY OSBORNE, TERICA OSBORNE McNEIL, TED RAY PERKINS, JR., LEE OSBORNE, JADE A. OSBORNE, GERALDINE OSBORNE CULLIE, GENE LEE OSBORNE, DONNA OSBORNE (Minor), SAMANTHA CAROL HARWARD (Minor), ANGELA ELIZABETH HARWARD (Minor), JEFFREY DAVID PERKINS (Minor), ZEB PATRICK OSBORNE (Minor), JEANNIE MICHELL OSBORNE (Minor), HEATHER OSBORNE (Minor), SARA OSBORNE (Minor), and DIANE OSBORNE (Minor), Plaintiffs v. THELMA O. HODGIN, R. KERMIT HODGIN, JAMES ALSON HODGIN, ANNA HODGIN GARRETT, SANDRA GARRETT SMITH, MELISSA SMITH (Minor), DEBORAH GARRETT STEED, TRAVIS STEED (Minor), STEVEN GARRETT, SARAH V. OSBORNE, SARAH MAE OSBORNE SHARPE, GARY L. SHARPE, DAWN SHARPE, CORY SHARPE (Minor), JOHN SHARPE, TIM SHARPE, CHRIS SHARPE (Minor), CORDELLA OSBORNE BLACKWOOD, JEFF BLACKWOOD, RANDY BLACKWOOD (Minor), TOMMY BLACKWOOD (Minor), ALL UNKNOWN HEIRS OF J. ALLEN OSBORNE and ALL POTENTIAL HEIRS OF J. ALLEN OSBORNE AS YET UNBORN, Defendants\nNo. 8918SC535\n(Filed 3 April 1990)\nWills \u00a7 34 (NCI3d)\u2014 holographic will \u2014 fee simple devise \u2014gift over not limitation on devise\nA holographic will devised a 128-acre tract in fee simple to testator\u2019s widow, and the last paragraph of the will which stated that, upon his wife\u2019s death, his daughter was to have the tract for her lifetime did not limit the devise to his widow to a life estate.\nAm Jur 2d, Estates \u00a7\u00a7 18, 19.\nAPPEAL by plaintiff from Crawley (Jack B., Jr.), Judge. Judgment entered 28 December 1988 in Superior Court, GUILFORD County. Heard in the Court of Appeals 16 November 1989.\nThis action originally arose on 9 November 1987 from plaintiffs\u2019 (Guy G. and Avery Osborne; hereinafter plaintiff) attempt to quiet title to an approximately 128-acre tract of land known as the Daniel Osborne Farm. Plaintiff also requested a declaratory judgment to interpret the will of J. Allen Osborne. Pursuant to the trial court\u2019s order of 3 February 1988, plaintiff joined all lineal descendants and all other unborn and unknown persons who may now have or might hereafter acquire an interest in the property.\nOn 15 June 1988, plaintiff filed a motion for summary judgment. On 28 December 1988, after considering the pleadings, defendants\u2019 affidavits, oral arguments and memorandum of law submitted by the parties, the trial court denied plaintiff\u2019s motion and granted summary judgment in favor of defendant.\nFrom this judgment, plaintiff appeals.\nShope and McNeil, by Richard I. Shope and Michael L. Burton, for plaintiff-appellants.\nBerry and McKinney, by James H. McKinney, for minor plaintiffs.\nAdams, Kleemeier, Hagan, Hannah & Fonts, by W. Winburne King, III and Katherine Bonan McDiarmid, for defendant-appellees.\nKornegay, Lung & Angle, by Robert B. Angle, Jr., for defendant-appellees.\nStem, Graham & Klepfer, by Robert L. Johnston, for defendant-appellees." }, "file_name": "0111-01", "first_page_order": 139, "last_page_order": 143 }