Wachovia Bank & Trust Co. v. Burrus

DeNNy, J. The sole question for us to determine is whether or not the doctrine of election is applicable to the facts in this case. The doctrine of election is based upon the principle that a devisee or donee cannot take benefits under a will and reject its adverse provisions. Lamb v. Lamb, 226 N.C. 662, 40 S.E. 2d 29. The beneficiary under a will is not required to elect unless two benefits are presented which are inconsistent with each other. And when the beneficiary chooses to accept one of them such choice is tantamount to a rejection of the other. He will not be permitted to take under the will and against it. And where the devisor purports to devise property which belongs to the beneficiary, giving it to another, and also devises property of his own to the beneficiary, such beneficiary must make a choice between retaining his own *594 property, which, has been given to another, or take the property which has been given him under the terms of the will. By electing to take the gift from devisor’s estate, he is estopped from claiming his own property. Elmore v. Byrd, 180 N.C. 120, 104 S.E. 162; 57 Am. Jur. 1060; 69 C.J. 1089. In the case of Elmore v. Byrd, supra, Walker, J., in speaking for the Court, said: “It is true there is a prima facie presumption, always, that a testator means only to dispose of what is his own, and what he has a right to give; and if it be doubtful, by the terms of his will, whether he had in fact a purpose to dispose of property really belonging to another, that doubt will govern the courts, so that the true owner, even though he shall derive other benefits under the will, will not be driven to make an election. But if, on the other hand, there should be a manifest purpose expressed in the will to dispose of the thing itself, then it is wholly immaterial whether he should recognize it, or not, as belonging to another, or whether he should believe that the title and the right to dispose of it rested in himself or not.” In the recent case of Benton v. Alexander, 224 N.C. 800, 32 S.E. 2d 584, Seawell, J., points out that where a husband merely attempts “to ration the needs of the wife in her own lands without an alternate gift of his own property, which, under the law is available to her, there is no election, and the probate of the will raises no estoppel and is not detrimental to her assertion of her independent right. There are other duties of her office, the performance of which are not inconsistent with such assertion of right.” This principle was determinative of the appeal in Lamb v. Lamb, supra. “The doctrine of election is not applicable to eases where the testator, erroneously thinking certain property is his own, gives it to a donee to whom in fact it belongs, and also gives him other property which is really the testator’s own; for in such case the testator intends that the devisee shall have both, though he is mistaken as to his own title to one.” 2 Pom-eroy, Eq. Jur., 5th Ed., 358. In accord with the above authority, this Court held in Byrd v. Patterson, 229 N.C. 156, 48 S.E. 2d 45, that where a husband devised to his wife a life estate in lands held by them as tenants by the entirety, but made no disposition of the remainder which was hers by survivorship, the doctrine of election did not apply, notwithstanding the fact that he gave her other property and she qualified as executrix of the will. The facts in this case, under our decisions, made an election by Mrs. Burrus imperative. There can be no doubt about the intention of Dr. Burrus to dispose of the land held by him and his wife as tenants by the entirety. He described it as the Hollifield tract. Elmore v. Byrd, supra. Furthermore, he limits his wife’s interest in the land to a life estate and *595 devises tbe remainder to another. But in the face of this limitation of her estate, and the devise of the remainder to another, she proceeded to take a life interest under the terms of the will, in other property which belonged to her husband’s estate, worth in excess of $100,000.00. For more than eleven years she accepted the income from the estate of her husband according to the provisions of his will, some of which income would not have been available for her use and enjoyment had she dissented from the will. Hoggard v. Jordan, 140 N.C. 610, 53 S.E. 220. "We concur in his Honor’s ruling, and the judgment entered below will foe upheld. Affirmed.