Evans v. Diaz

JOHNSON, Judge. Both parties to this action concede that the controlling issue before this Court is “whether the plaintiff estate is barred from recovery for wrongful death against the defendant by virtue of the fact that the defendant was the sole [heir or beneficiary of the estate] of Jackson Edward Evans, the deceased.” The trial court found that the plaintiff estate was barred from recovery. We disagree. In Carver v. Carver, 310 N.C. 669, 314 S.E.2d 739 (1984), the Supreme Court held that where recovery in a wrongful death action depends on establishing liability of a party who is the sole beneficiary of the decedent’s estate, the action may not be brought at all. Plaintiff contends, however, that this general rule does not apply because the renouncement of right to inherit, executed by defendant in favor of Jackson’s two surviving sisters, relates back to the time of the decedent’s death and causes decedent’s two sisters to be his only heirs. [438] Considering plaintiff’s argument, the issue then becomes whether the rights of claimants to wrongful death proceeds are to be determined at the time of the decedent’s death or some later time. This issue was addressed in Davenport v. Patrick, 227 N.C. 686, 44 S.E.2d 203 (1947), where the administrator of the estate of the deceased wife brought a wrongful death action against the intestate’s husband for his negligent operation of a motor vehicle. The husband was the sole beneficiary. The Court, denying recovery, held that “[t]he rights of claimants to the proceeds recovered in an action for wrongful death are determined as of the time of the intestate’s death[,]” and “[a]t the time of the death of the plaintiff’s intestate, the defendant was and still remains the sole beneficiary[.]” Id. at 688, 44 S.E.2d at 205. The case at bar, however, can be distinguished from Davenport in that the defendant, Rose Diaz, does not still remain Jackson’s sole heir. General Statute § 31B-3(a) provides, in pertinent part, that when there is a renunciation, “[ujnless the decedent or donee of the power has otherwise provided in the instrument creating the interest, the property or interest renounced devolves as if the renouncer had predeceased the decedent[.]” The statute also further mandates that the “renunciation relates back for all purposes to the date of the death of the decedent or the donee of the power.” (Emphasis added.) Applying G.S. § 31B-3(a) to the facts of the case sub judice, Rose Diaz was deemed to have predeceased her son when she filed the renunciation of the right to inherit. Furthermore, defendant’s renunciation related back to the time of the decedent’s death, which is also the time for determining the rights of claimants to the proceeds recovered in a wrongful death action. Therefore, under the Intestate Succession Act, G.S. § 29-15(4), the decedent’s only heirs at the time of his death were Angela Evans and Dollie Diaz. Defendant is not a beneficiary in this wrongful death action, and the relation-back mandate of G.S. § 31B-3(a) signifies that defendant never had legal title to the proceeds or interests of the plaintiff estate. See Hinson v. Hinson, 80 N.C. App. 561, 569, 343 S.E.2d 266, 271 (1986) (Renouncer never actually holds legal title to the property.). Accordingly, the plaintiff estate should not be barred from recovery on the basis that the alleged wrongdoer, Rose Diaz, was Jackson’s sole heir at the time of his death. [439] We do not believe that this decision contravenes public policy. The record shows no evidence that defendant received any fraudulent benefit from the renunciation, and absent such evidence, her motivation for renouncing is immaterial. See Reese v. Carson, 3 N.C. App. 99, 164 S.E.2d 99 (1968). We, therefore, hold that under the facts of this case the renunciation and the relation-back mandate of G.S. § 31B-3(a) change the result and distinguish this case from Davenport and Carver where no renunciations were filed and recovery was denied. Reversed and remanded for entry of judgment pursuant to the amended stipulation of the parties. Judges EAGLES and ORR concur.