Lemon v. Lemon

FARIS, J.

This is an action to determine title under the provisions of section 2535, Revised Statutes 1909, to certain real estate situate in Pike County, and for partition thereof, in the event that it should he found that plaintiffs have any interest therein. Upon a trial below the judgment was for defendant, and plaintiffs appeal.

Plaintiff O. O. Turner has no interest whatever in. the lands in controversy, save and except that he is the lessee therеof for a term beginning on the 1st day of-March, 1912, and ending on the 1st day of March, 1916, at an annual rental charge of $300 per year. He became a party plaintiff for the purpose of protecting his interest in the matter of the payment of the above rental charge. Since, however, his interest is to be tested by the interest of plaintiff Alphonso Y. Lemon, and of defendant Nannie A. Lemon, we need not сonsider. him further in what we shall say touching the questions involved upon this áppeal.

Since this case has been pending here upon appeal plaintiff Alphonso V. Lemon has departed this life. His heirs by proper motions have, by our order herein, been made parties plaintiff and appellant in his stead, and the case has been revived in their names. But no occasion arises for a change in thе title nf the cause, and we shall therefore for the purpose of this discussion, and for the purpose of brevity, and for the reasons above stated, speak of Alphonso V. Lemon, as plaintiff, and of Nannie A. Lemon, as defendant.

On the 20th day of September, 1905, one Joseph R. Lemon, who was the father of plaintiff and is the common source of title to the land in controversy herein, together with his wife, Nanniе A. Lemon, who, as stated, is the defendant herein, made, executed and delivered to the plaintiff the below deed of conveyance to the lands in dispute herein, to-wit:

WARRANTY DEED.

This Indenture, made on the 20th day of September, A. D. One Thousand Nine Hundred and Five, by and between Joseph R. Lemon of Pike County, and State of Missouri, and Nannie A. Lemon his wife of Pike Co. Mo. parties of the first part, and Alphonso V. Lemon of the County of Audrаin in the State of Missouri party of the second part,

Witnesseth, That the said parties of the first part, in consideration of the sum of Two Hundred' and Fifty Dollars and love and affection to them paid by the said party of the second part, the receipt of which is hereby acknowledged, do by these presents Grant, Bargain and Sell, Convey and Confirm unto the said party of the second part, his heirs and assigns, the following described lots, tracts or parcels of land, lying, being and situate in the County of Pike and State of Missouri, to-wit:

All the North Bast one fourth of the North West Quarter; also the South three fourths of the North West one fourth of the North Bast quarter all in Section Thirty Five (35) Township Fifty Four (54) Range Five (5) West, containing in all seventy acres more or less.

It is the mutual understanding that Nannie A. Lemon as wife of said, Joseph B. Lemon does not intend in any way to relinquish hеr right in place as homestead or as dower if said Nannie A. Lemon should survive her husband Joseph B. Lemon.

To Have and to Hold the premises aforesaid, with all and singular the rights, privileges, appurtenances and immunities thereto belonging or in anywise appertaining, unto the said party of the second part, and unto his heirs and assigns, forever; the said Joseph R. Lemon hereby covenanting that he is lawfully seized of аn indefeasible estate in fee in the premises herein conveyed; that he has good right to convey the same; that the said premises are free and clear of any incumbrances done or suffered by him or those under whom he claims, and that he will warrant and defend the title, to the said premises unto the said party of the second part, and unto his heirs and assigns forever, against the lawful claims and demands of all persons whomsoever, reserving however a life estate in the above described property. In other words the estate in remainder is the estate intended to be conveyed to second ‍​‌‌‌‌‌​‌‌​​‌‌​‌‌‌‌​​​​​‌‌​‌​​​​‌‌‌​​‌​‌​‌​‌‌​‌‌​‍party and first parties Joseph B. Lemon and Nannie A. Lemon are to have the use and profit of said place as long as both or either of them shall live.

In witness whereof, the said party of the first part has hereunto set his hand and seal the day and year .first above written.

Joseph R. Lemon

Nannie A. Lemon.

At the time of the execution and delivery of the above deed of conveyance Joseph R. Lemon, and the defendant, his wife, were residing upon'the land described in said conveyance as a homestead. They continued to reside thereon, occupying this land as a homestead until on or about the 25th day of -February, 1912, when they аbandoned the same, purchased a house in the town of Vandalia, moved thereto, and resided thereon until the death of Joseph R. Lemon, in March, 1914. But one witness testifies as to the intention of Joseph R. Lemon and defendant, his wife, in acquiring the house in Vandalia, and in moving from the land in dispute to the Vandalia house. This witness says unequivocally that this removal was made with the intention on the part of said grantors in the аbove deed to make the Vandalia house their home for the balance of their lives. Upon removing from the land in question here to the new home in Vandalia, Joseph R. Lemon leased the disputed premises to plaintiff O. O. Turner, as heretofore stated.

The answer of defendant sets up a claim, of a life estate in the lands in dispute, averring that she acquired such estate by virtue of the reservations made in the conveyance, which we set out above. The contentions made by plaintiff are that the above conveyance vested in him, as the grantee therein, the fee simple estate in the land in controversy, subject only to the life estate which was reserved for himself therein, by Joseph R. Lemon.

The court found in favor of defendant, adjudging that plaintiffs take nothing by their said suit, and for costs. It is plain thаt upon the case stated, the only matters presented turn wholly upon the construction to be given the deed, which we set out above; and to this construction what we say will be directed.

Nature of wife’s Estate. I. As forecast, there is but one question presented upon the record in this case. That question is as to the nature of the estate conveyed to the plaintiff by the deed of conveyance, which we set out abоve. As a corollary to the above question, however, yet another arises, to-wit: what estate, if any, jjid ^-g ¿eec[ ConYey to, or leave residual in the defendant, who, as the wife of the grantor joined therein? Answering this last question first, we are constrained to hold that it conveyed no estate whatever to her, and only left residual in her, exactly what she had before the deed was made, viz., inchoate dowеr, and a contingent estate of homestead. This latter contingent life-estate having failed and fallen ont of the case by the abandonment as a homestead of the land in dispute in the lifetime of the grantor, we need not • trouble ourselves about it further. [Smith v. Bunn, 75 Mo. 559; Kaes v. Gross, 92 Mo. 647; Duffey v. Willis, 99 Mo. 132; New Madrid Banking Co. v. Brown, 165 Mo. 32.]

Reservation Exception, II. In form, and save for the language which, fol emphasis, we have italicised, the deed here is the usual and ordinary deed of conveyance with cоvenants of general warranty. Obviously, it was written upon a blank printed form of such deed, in which, at the 0nly places where blank spaces, meet for this purpose, appeared, the italicised and qualifying language was added or appended. The deed as written reflects the condition of the grantors as of the date it was executed. For this deed was executed some seven years before the grantors abandoned the land as a homestead and moved therefrom to a new homestead in Vandalia, and at a time, we may infer, when the intention of continuing it as a homestead was in the minds of the parties. In the italicised clause which first appears therein, the defendant expressly disavows any intent “to relinquish her right in place ás homestead or as dower.” Explaining this, of course with the existing situation of the parties largely in mind, the second clause says: “In other words, the estate in remainder is the estate intended to be conveyed . . . and Joseph R. Lemon and Nannie A. Lemon are to have the use aqd profit of said place so long as both or either of them shall live.”

But so much is largely arguendo, for we are not left to this reason for the conclusion which we have reached. For, while we can see no reason for the defendant’s joining in the execution of this instrument, except for the purpose of conveying her inchoate" dower and homestead, she expressly disavows these purposes, and we concede that neither her inchoate dower nor her homestead passed, or was lost, or in any way affected, by ber execution of this deed. If she had these inchoate and contingent estates before she executed the deed, she had them as well after she executed it. That she did have inchoate dower (now by the death of her husband, become consummate) we do not doubt, and plaintiffs practically concede this in their brief. She was in the last analysis a useless party to this deed, having, as we have seen, expressly disavowed in the deed itself, the only'reasons for which she was, or could have been a necessary party grantor. If she had not executed this deed at all, the situation would have been in no wise different. But while she conveyed nothing by this deed (having disavowed her intent to convey any part of either of the two inchoate or contingent interests which she actually possessed), she took nothing by it. For by the terms of the deed, she was not a grantee, but a grant- or, and moreover, the words of. the deed are words of resеrvation, or of exception, and not words of grant. In order for defendant to take anything by this deed, she must either (a) have had the estate herself beforehand and reserved it or had it reserved for her, in this grant, ‍​‌‌‌‌‌​‌‌​​‌‌​‌‌‌‌​​​​​‌‌​‌​​​​‌‌‌​​‌​‌​‌​‌‌​‌‌​‍or (b) her husband (who actually had it) must have conveyed it to her by this deed. Since the first condition did not exist and the second never happened, defendant took nothing and there was reserved for her nothing bеyond what she had already. [Shelby v. Railroad, 143 Ill. 385; Illinois Central Railroad v. Ind. & Ill. C. Ry., 85 Ill. 211.] Her husband, who owned the land, reserved for himself therein the rents and profits and excepted therefrom a life estate, and attempted to reserve and except for defendant a similar estate and interest for her life. But unfortunately he reserved it in himself, and did not convey nor has he ever conveyed it to defendant. This estate pur autre vie remained in Joseph R. Lemon till his death, and defendant never owned it, nor did she take it by grant; hence she has never had it and cannot now claim it. All this is so because under our statutes lands and estates therein can be conveyed only by written instruments. [Sec. 2787, R. S. 1909; Tapley v. Ogle, 162 Mo. l. c. 197.] And before admeasurement of dower, at least before it becomes consummate, and certainly while such dower is but inchoate, as here, defendant had no еstate or interest in this land and her deed, even if she had tried to grant it, instead of expressly reserving it, would have operated against her not as a grant, but' by way of estoppel. [Brannock v. Magoon, 216 Mo. l. c. 729.] The deed of one entitled to inchoate dower or contingent homestead operates only as the release of a contingent future estate and not by way of grant. [McCrillis v. Thomas, 110 Mo. App. 703; Brannock v. Magoon, supra.]

But it is most ably and seriously urged that under the holding in the cases of Utter v. Sidman, 170 Mo. 284; Garrett v. Wiltsie, 252 Mo. l. c. 707; Tygard v. Hartwell, 204 Mo. 200; Hunter v. Patterson, 142 Mo. l. c. 318, and others which announce the rule that in construing a deed of conveyance the intention of the grantor is to be the sole guide of the courts and that such intention is to be gathered from the four corners of the instrument, the judgment below was right and the only judgment which could possibly have been rendered. We find no fault with the rule announced in the above cases. They are cases (designating them generally) wherein the grantor having a certain estate undertook to convey .it, but by reason of ambiguities and conflicts between the divers formal parts of the instrument executed, his intention as to the nature of the estate designed to pass, became doubtful. Here, defendant had no life estate (except that of contingent homestead, which was forfeited by abandonment), and this deed conveyed none to her, therefore she has none now. Therefore, we are unable to see wherein the above cases affect the view we take. Indeed, we follow these cases and construe the deed here by the four corners, as enjoined, in reaching this view; otherwise, we must needs have held that her dower passed.

. This precise question upon principle, while confusing the distinction between an exception and a reservation in a conveyance, has been passed on by this court, and it was held that the wife took no interest or estate by the attempted reservation. [Logan’s Admr. v. Caldwell, 23 Mo. 372.] In the above case the facts and the ruling thereon are shown fully by the below excerpt, to-wit:

“John Logan conveyed a tract of land to the defendant, Caldwell, in fеe, with the following clause, by way of exception or reservation, viz.: ‘With this exception, that said John Jjogan reserves the use of said tract of land and farm thereon, ‍​‌‌‌‌‌​‌‌​​‌‌​‌‌‌‌​​​​​‌‌​‌​​​​‌‌‌​​‌​‌​‌​‌‌​‌‌​‍or the rents and profits arising from it, during his life and the life of his wife.’ John Logan’s wife survived him, and the question is, whether this clause gives the rents and profits accruing after his death to his wife.

“We see nothing in the language used which can by any implication create аny estate or interest in the wife. If the reservation had been during the life of the wife alone, would she have taken any interest! Can the circumstance that it is made during the joint lives of herself and husband vary the effect of it! If a landlord reserves a rent in a lease to B during the life of C, does that, by any implication, entitle C to the rent! We see no difference between that case and the present one. Therе is nothing in the relationship between husband and wife which can make a difference.” [Logan’s Admr. v. Caldwell, 23 Mo. l. c. 373.]

The identical result we think is reached, so far as the defendant is concerned, regardless of whether we adhere to the extremely technical distinction between a “reservation” and an “exception’,’ in a deed. It will be seen that the deed before us is ambiguous by reason of the words used. In one clause a life estate is “reserved,” thereby creating an exception. In another clause the rents and profits are in effect excepted, thereby creating a reservation. [Snoddy v. Bolen, 122 Mo. 479; Dozier v. Toalson, 180 Mo. 546.] If a reservation was created by the language used, such reservation could not enure to defendant, but must be held to have died with the grantor. [Hornbeck v. Westbrook, 9 Johns. 73; Murphy v. Lee, 144 Mass. 371; Bridger v. Pierson, 45 N. Y. 601; Stockwell v. Couillard, 129 Mass. 231; Strasson v. Montgomery, 32 Wis. 52; Hill v. Lord, 48 Me. 83; Redding v. Vogt, 140 N. C. 571; Bartlett v. Barrows, 22 R. I. 647; Haverhill Bank v. Griffin, 184 Mass. 419; Stone v. Stone, 141 Iowa, 438.] When the hooks and the cases say that a reservation in a grant, in order to he valid must he for the benefit of the grantor, or of some one of the grantors, and that a reservation cannot be made for the benefit of a stranger to the deed, it is meant and the language used connotes, that the reservation must be for the benefit of that grantor who, having an interest in the thing granted, may logically reserve from the operation of thе grant a part of the estate or thing granted, or some right growing out of or appurtenant thereto. [Cf. Stone v. Stone, 141 Iowa, 438.]

If an exception was carved out of the estate, and the estate excepted did not pass to plaintiff, then such exception was a part of Joseph B. Lemon’s estate, and it would pass to his heirs. [Logan’s Admr. v. Caldwell, supra; Martin v. Cook, 102 Mich. 267; Burchard v. Walther, 58 Neb. 539; Wood v. Boyd, 145 Mass. 176; Bridger v. Pierson, supra; Smith v. Furbish, 68 N. H. 123; Sears v. Ackerman, 138 Cal. 583.] So, in neither view is defendant in any wise aided. Here the grantor first excepts a life estate for himself; then he is careful to 'explain that only “the estate in remainder is intended ‍​‌‌‌‌‌​‌‌​​‌‌​‌‌‌‌​​​​​‌‌​‌​​​​‌‌‌​​‌​‌​‌​‌‌​‌‌​‍to he conveyed to second party ” The grantor then proceeds to reserve the • rents and profits, both for his • own life and for the life of the defendant. Conceding that it is a practical impossibility to ascertain and say with any degrеe of certainty, whether the estate or interest which did not pass to plaintiff was technically speaking an exception or a reservation, we are yet by the authorities permitted to regard it as an exception. [Martin v. Cook, supra; Burchard v. Walther, supra; Richardson v. Palmer, 38 N. H. 212; West Point Iron Co. v. Reymert, 45 N. Y. 703; Bridger v. Pierson, 45 N. Y. 601; Jones v. DeLassus, 84 Mo. 541; Logan’s Admr. v. Caldwell, 23 Mo. 372.] Indeed, the weight of the language used in the deed, of itself inclines to induce this view, as the language we quote above and as a bare reference to tbe deed itself makes apparent. Begarding tbe estate reserved as an exception, it passed neither to plaintiff nor to defendant by the deed in dispute, but remained, as we have stated, a part of Joseph E. Lemon’s estate, and passed at his death either to his heirs or devisees, according as he may have died testаte or intestate [Logan’s Admr. v. Caldwell, supra; Martin v. Cook, 102 Mich. 267; Burchard v. Walther, 58 Neb. 539.]

iaterest of Grantee, III. Coming to a consideration of the estate taken by plaintiff under this deed, how stands the case? Since, by reason of the effect of the clause of reservation, and a lack of a conveyance to her, this estate or interest pur autre vie could not pass to the defendant, it is equally as clear from what is said above that it did not pass to the plaintiff. To hold that plaintiff took an estate or an interest so clearly excepted by the one grantor, who prior to executing the grant held the fee in the land, would be to construe the plain language used in a sense wholly contrary to its obvious intent. It may be said that likewise by the plain language used there is shown a manifest intent to reserve an estate in the defendant for her life. Undoubtedly, this is true, but the difficulty with this pоsition is that under the law of this State lands and interests in them can not be granted merely by intent, absent a grant in writing. [Tapley v. Ogle, supra; Sec. 2787, R. S. 1909.]

It follows, we think that when the grantor, Joseph E. Lemon, died there was left residual in his estate, an estate pur autre vie, that is to say, an estate for the life of the defendant. This interest passed to his heirs, if he died intestate; or to his specific or residuary devisees if he died testate. The plaintiff Alрhonso Y. Lemon could not as grantee in the deed under discussion sue for either rents,.profits or possession during the life of the defendant, pending whose life the grantor Joseph E. Lemon had reserved an estate pur autre vie. There is no proof here as to whether Joseph B. Lemon died testate or intestate, so we cannot know whether plaintiff Alphonso Y. Lemon took as heir any part of this residual interest or not. We think it clear that pending’ the life of the defendant and the vesting of the remainder in fee in plaintiff (or his heirs, since he is dead) neither the plaintiff nor the defendant is entitled by virtue of this grant to these rents and profits, nor to the possession of this land. But that the right to the same is in the heirs or the devisees of Joseph R. Lemon, subject to the dower of defendant in the land in dispute.

This it has been seen, is the identical view taken by the entire- court in the ease of Logan’s Admr. v. Caldwell, supra, with the unimрortant distinction, that two of the three judges took the view that the residual interest was so far personalty as that it passed to the personal representative who could sue for it; while Leonard, J., was of the opinion that it was an interest in real estate, and as such passed to the heirs, and that the latter alone were entitled to sue for it. It is not absolutely necessary herein to rule which view is the сorrect one. A solution of this simple question seemingly involves an elementary principle, but nevertheless, in passing and solely by way of dictum, we may observe that the view held by Leonard, J., seems to be the better one.

It results that (a) tire rents, profits and possession of the land sued for enure to the heirs, or to the devisees of Joseph R. Lemon, deceased, during the life of the defendant; (b) that such right is, however, subject to the defendant’s dower rights in said land, and (c) that the plaintiff Alphonso Y. Lemon, or (since he is dead) his heirs, are entitled to the remainder in fee in this land after the death of the defendant. To the extent that the judgment nisi differed from the views above expressed, it was erroneous, and the case should be reversed and remanded ‍​‌‌‌‌‌​‌‌​​‌‌​‌‌‌‌​​​​​‌‌​‌​​​​‌‌‌​​‌​‌​‌​‌‌​‌‌​‍for such further proceedings as are not inconsistent with what we have said herein. Let this be done.

All concur.

Case Details

Case Name: Lemon v. Lemon

Court Name: Supreme Court of Missouri

Date Published: Feb 16, 1918

Citation: 201 S.W. 103

Court Abbreviation: Mo.