T & W Homes Etc, LLC v. James Kendall Crotwell
235 So. 3d 66
| Miss. | 2017Background
- In 1973 Gilbert Lum executed a general warranty deed conveying 40 acres to his daughter, Lucille Crotwell, reciting consideration and recording the deed; the deed also expressly "reserve[d] unto himself a life estate" and "all mineral interest owned by him in said lands for his lifetime."
- The deed included language reserving Lum a "life estate ... coupled with a full and absolute disposition to be exercised by him as though he were the fee simple owner thereof."
- In 1998 Lum executed a warranty deed conveying one acre of that 40-acre tract to Richard Prestage (subject to prior mineral rights and Lum’s life estate). The property later passed by foreclosure to T & W Homes, which received title by Substitute Trustee’s Deed.
- Crotwell’s heirs sued to confirm title, remove cloud, and eject, arguing Lum had no power to reconvey fee title to land he had conveyed by warranty deed to Lucille; the chancery court granted summary judgment to the Crotwells on that issue.
- Interlocutory appeal asks whether Lum’s reservation of a life estate with a purported power to "dispose" as if fee owner created a valid right to reconvey fee simple (or was an illegal, repugnant restraint on alienation).
Issues
| Issue | Plaintiff's Argument (Crotwells) | Defendant's Argument (T & W / Lum) | Held |
|---|---|---|---|
| Whether the reservation "life estate ... coupled with a full and absolute disposition ... as though he were the fee simple owner" created a valid power to reconvey fee simple or was repugnant to the warranty deed | The deed effected a present conveyance of fee to Lucille; Lum reserved only a life estate and could only convey whatever interest he actually retained (i.e., his life estate); any reservation of a power to reconvey fee is repugnant to the granting clause and void as restraint on alienation | Such reservations are recognized in other authorities; language gives Lum power to dispose as fee owner, so his later conveyance to Prestage was valid and Lucille’s remainder was contingent until Lum’s death | The reservation is read as preserving Lum’s life estate only; any attempt to reserve a right to reconvey fee simple is repugnant to the warranty deed’s granting clause and void; Lum could convey only his life estate during his lifetime. |
Key Cases Cited
- Jamieson v. Jamieson, 912 S.W.2d 602 (Mo. Ct. App. 1995) (upheld later conveyance where initial instrument was treated as a gift and no present conveyance was found)
- Kyle v. Wood, 86 So.2d 881 (Miss. 1956) (life tenant given power to dispose under a will may defeat remainder under certain testamentary contexts)
- Dukes v. Crumpton, 103 So.2d 385 (Miss. 1958) (a reservation of "all rights of sale and management" held an illegal and void restraint on alienation repugnant to a present fee grant)
- Morrow v. Morrow, 129 So.3d 142 (Miss. 2013) (standard: questions of law reviewed de novo)
