PROPERTY A SLIDES 3-6-17 National Oreo Cookie Day National Dentist’s Day Monday March 6 Music to Accompany White v. Brown Vivaldi, Four Seasons (1723) Itzhak Perlman, Violin London Philharmonic Orchestra (Recording 1977; Remastered 1987) 1978 Grammy Award for Best Classical Performance (Soloist with Orchestra) Tempest at the Teapot: Part B EVERGLADES (Argument B1) ACADIA & BADLANDS (Argument B2) Tempest at the Teapot: EVERGLADES (from Argument B1): Arguments re Whether the Aerial Violates §83.52 of the Florida Statute Arguably Relevant Subsections? Tempest at the Teapot: EVERGLADES (from Argument B1): Arguments re Whether the Aerial Violates §83.52 • (5) Use and operate in a reasonable manner all electrical … appliances…. • (6) Not destroy, deface, damage, impair, or remove any part of the premises … • (7) Conduct himself or herself … in a manner that does not unreasonably disturb the tenant's neighbors or constitute a breach of the peace. Pros & Cons of Each? Best Result? Pet & Aerial: Argument B3 Adequacy of Notices: Issues re 1st Notice • No Pet at Time Notice Sent • “Defacement” Not Specified • Sent Automatically to All Tenants • L Continued to Accept Rent Although Aerial Not Removed Tempest at the Teapot: From Argument B2: • Assume that the aerial violated Fl. Stat. §83.52 (“deface”), but that the May 2016 notice did not serve as a sufficient “right to cure” notice regarding the aerial. • Can M evict F for the aerial immediately (without giving a right to cure notice) under §83.56(2)(a)? • Back to Types of Eviction Arguments Used for Tim’s Party at Start of Chapter 2. Tempest at the Teapot: Argument B2 ACADIA for Tenant BADLANDS: for Landlord Opportunity to Cure: 83.56(2)(a) v. (b) (a) No Cure : “destruction, damage, or misuse of the landlord's or other tenants' property by intentional act” (b) Can Cure: “having or permitting unauthorized pets, guests, or vehicles; parking in an unauthorized manner or permitting such parking; or failing to keep the premises clean and sanitary” • Aerial (assume “Deface” under 83.52(6)) • Literal Arguments • Comparative Arguments • Policy Arguments Caselaw & Policy Arguments on Exams • Policy Arguments Appear in Different Places on Test. E.g., • Last Step in 83.56 Eviction Problems • Arguments in Opinion/Dissent Q • Possible Ways to Resolve Short Problems Like 2G or 2H • Usually No Binding Precedent • Can Cite Cases as Supporting Particular Policy Ideas • E.g., Javins = Need to Protect TNTs w/o Much Bargaining Power • Can use “E.g.” to Make Clear Not Treating as Binding Chapter 3: Small Changes in This Week’s Assignments Problem 3G (S76) Problem 3I (S82) ACADIA • TYPO: “Larry” should be “Hughie” • Supplement with corrected page S76 on course page. • Originally assigned for Thursday to EVERGLADES • Shifted to Monday after Break and reassigned to SEQUOIUA • Revised Assignment Sheet on Course Page WHITE v. BROWN White v. Brown (S71-75) Interprets Jessie Lide’s Will I wish Evelyn White to have my home to live in and not to be sold. I also leave my personal property to Sandra White Perry. My house is not to be sold. Issue: What Interest in the Home Does This Language Create? White v. Brown: DQ3.01 White majority says “the free alienation of property [is] one of the most significant incidents of fee ownership.” Significance Includes: 1. Allows land to move to owner who can make most valuable use of it. 2. Means land is relatively liquid asset maximizing owner’s control & freedom (can sell or mortgage for $). SEQUOIA: DQs 3.02-3.04 SEQUOIAS White v. Brown Sequoia: DQ3.02 I wish Evelyn White to have my home to live in and not to be sold. … My house is not to be sold. The White majority complains that “the words chosen by the testatrix are not specific enough to clearly state her intent." White v. Brown Sequoia: DQ3.02 I wish Evelyn White to have my home to live in and not to be sold. … My house is not to be sold. What do you think Jessie Lide’s intent is? Why must house not be sold? White v. Brown Sequoia: DQ3.02 I wish Evelyn White to have my home to live in and not to be sold. … My house is not to be sold. Why does the majority have problems discerning Jessie Lide’s intent? White v. Brown: Possible Characterizations I wish Evelyn White to have my home to live in and not to be sold. •Fee Simple •Life Estate •Conditional Fee • So long as not sold • So long as E lives there •Conditional Life Estate White v. Brown Sequoia: DQ3.03 WHAT ARE THE MAJORITY’S ARGUMENTS THAT MS. LIDE INTENDED TO CREATE A FEE SIMPLE? White v. Brown Sequoia: DQ3.03 MAJORITY ARGUMENTS (FEE SIMPLE) • Presumption: Grant Conveys Whole Estate JL had FSA, so presume she gave FSA to EW • Same idea as “default estate today is fee simple” • • No Gift Over (Will describes no interest in home after EW’s death) • Partial Intestacy Disfavored (Try to read will to address all of JL’s property) White v. Brown Sequoia: DQ3.03 WHAT ARE THE DISSENT’S ARGUMENTS THAT MS. LIDE INTENDED TO CREATE A LIFE ESTATE? White v. Brown Sequoia: DQ3.03 DISSENT ARGUMENTS (LIFE ESTATE) • Presumption: All Language Used Has Meaning (same idea re statutes, contracts, etc.) • Language Here Consistent with Life Estate: Says: “to live in” • Says: “not to be sold” • • Contrast Language in Gift to Niece: No Limits (standard construction argument: different language=different meaning) White v. Brown Sequoia: DQ3.03 I wish Evelyn White to have my home to live in and not to be sold. I also leave my personal property to Sandra White Perry. My house is not to be sold. Whose Arguments Seem Stronger? White v. Brown Holds Interest is Fee Simple Absolute • Could you Read Grant as Fee Simple Conditioned on Land Not Being Sold? • No. Restraints on Alienation are Inconsistent with Fee Simple. • Even if Condition Explicit, Court Would Pencil It Out as Against Public Policy. THUS… White v. Brown Holds Interest is Fee Simple Absolute Result: The Property Can Be Sold!!! White v. Brown Sequoia: DQ3.04 Imagination Exercise: Possible Relevant Facts Not in Opinion • Legal Relevance Here: • • • Both Sides Rely on “Presumptions” Means Can Use Other Facts to Overcome/Rebut Important Exam Skill • • Big Part of Lawyering Q Can Use for Short Problems/Issue-Spotter • • If Consistent with Rest of Facts If Relevant to Issues Raised White v. Brown Sequoia: DQ3.04 Imagination Exercise: Possible Relevant Facts Not in Opinion • To Add Weight to Majority Position (Fee Simple)? • To Add Weight to Dissent Position (Life Estate)? White v. Brown What Actually Happened? 1. EW had stroke, moved in w daughter 2. Probably wants to sell house b/c rental income not much 3. Significance of case: • If life estate, most of value goes to nieces/nephews • If fee simple (as court held), EW gets money for medical & living expenses White v. Brown Grantor’s Intent v. “Channeling” Function 1. Recurring problem with estates/future interests: laypeople don’t know relevant categories. 2. Thus, they don’t know how to signal what they wish to future court. 3. Important roles that lawyers play in helping with wills: a. Ask Qs to discern client wishes (“What if Evelyn gets sick?”) b. Channel client desires into language that gives legal effect to those wishes. White v. Brown Test Note #1: Test Will Include At Least One Grant (Yielding Multiple Questions) That Could Be Either Fee Simple or Life Estate, So You Need to Know Arguments Distinguishing the Two QUESTIONS? Vested v. Contingent Remainders FUTURE INTERESTS THAT FOLLOW FINITE ESTATES REMAINDER Future interest in a third party that follows naturally upon the termination of a finite estate. It is always expressly conveyed by the grantor. VESTED REMAINDER 1. Grantee is living ascertainable person (can presume this if granted to a named individual.) VESTED REMAINDER 1. Grantee is living ascertainable person AND 2. Clause creating the remainder contains no condition on grantee taking the property except expiration of prior estate. VESTED REMAINDER 1. Grantee is living ascertainable person AND 2. Clause creating the remainder contains no condition on grantee taking the property except expiration of prior estate Example: To Aaron for life, then to Oona and her heirs. CONTINGENT REMAINDER • Grantee is presently unborn or unascertainable *OR* • Clause creating the remainder contains a condition on grantee taking the property REMAINDERS: EXAMPLES “To Fred for life, then to Fred’s firstborn child.” • Fred has Life Estate • Interest in Child • Follows Life Estate, so it’s a Remainder • If Fred presently has no children, grantee is unborn, so Remainder is Contingent . Suppose Fred has a child, Pebbles… REMAINDERS: EXAMPLES “To Fred for life, then to Fred’s firstborn child.” • Fred has Life Estate • Interest in Child • Follows Life Estate, so it’s a Remainder • Once Fred fathers his first child, grantee is born and ascertainable, so Remainder is now Vested. • Thus, we say that, at the birth of Pebbles, the Contingent Remainder “Vests” REMAINDERS: EXAMPLES “To Fred for life, then to Fred’s oldest child living at Fred’s death.” • Fred has Life Estate • Interest in Child • Follows Life Estate, so it’s a Remainder • Even if F has living children now, can’t know which of the children will be alive at F’s death, so grantee is unascertainable, so Remainder is Contingent . REMAINDERS: EXAMPLES “To Fred for life, then to Wilma and her heirs if Dino survives Fred.” • Fred has Life Estate • Interest in Wilma • Follows Life Estate, so it’s a Remainder • Condition must be met before Wilma can take, so Remainder is Contingent. Contingent v. Vested Remainders: Memory/Comprehension Aids • Meaning/Derivation of Vested Right • Clearly Established Right that’s Hard to Undo • E.g., “Vested” Employee Benefits • Derivation: Putting on Robes of Office (Investment) • Analogy: • Vested Remainder Theater Ticket • Contingent Remainder Lottery Ticket Life Estate + Vested Remainder To Fred for Life, then to Wilma and her heirs. Life Estate + Contingent Remainder Barney “to Fred for Life, then to Wilma and her heirs if Dino survives Fred.” I’ll Show Contingency by Drawing Dotted Line, Off of the Primary Time Line, that Begins at the End of the Finite Estate Life Estate + Contingent Remainder Barney “to Fred for Life, then to Wilma and her heirs if Dino survives Fred.” What happens to property when Fred dies if Dino doesn’t survive Fred? Someone must get it! Life Estate + Contingent Remainder Barney “to Fred for Life, then to Wilma and her heirs if Dino survives Fred.” What happens to property when Fred dies if Dino doesn’t survive Fred? If grant doesn’t distribute some of the available rights, then those rights are retained by the grantor. Life Estate + Contingent Remainder Barney “to Fred for Life then to Wilma and her heirs if Dino survives Fred.” Barney retains a reversion. HINT: If there’s a contingent remainder, the grantor always retains a reversion. REMAINDERS “IN …” : • “To Fred for life, then to Wilma for life.” Wilma has a vested remainder in life estate • “To Fred for life, then to Wilma and her heirs if Dino survives Fred. Wilma has a contingent remainder in fee simple absolute TERMINOLOGY: ME v. WORKBOOK • Workbook: Describes all present possessory estates (Fee Simple Absolute, Life Estate, etc.) as a “Possessory Estate in …” TERMINOLOGY: ME v. WORKBOOK • Workbook: Describes all present possessory estates (Fee Simple Absolute, Life Estate, etc.) as a “Possessory Estate in …” • My Test Questions: Will not use the italicized phrase. TERMINOLOGY: ME v. WORKBOOK • Workbook: Describes all present possessory estates (Fee Simple Absolute, Life Estate, etc.) as a “Possessory Estate in …” • Maybe there to help you remember important rule: You can have only one present possessory estate at any given time with respect to a particular parcel of land. TERMINOLOGY: ME v. WORKBOOK • Workbook: Adds language to define nature of future interests in grantor. E.g., • Reversion in Fee Simple Absolute • Possibility of Reverter in Fee Simple Absolute TERMINOLOGY: ME v. WORKBOOK • Workbook: Adds language to define nature of future interests in grantor. E.g., • Reversion in Fee Simple Absolute • Poss. Of Reverter in Fee Simple Absolute • My Test Questions: Only will add this sort of language for remainders Olympic: Problems 3A-3B EEL GLACIER Olympic: (3A) O conveys Baconacre "to Mayer and her heirs” Mayer's only child, Armour, runs up large bills. Can Armour's creditors reach any interest of Armour in Baconacre? Olympic: (3A) O conveys B-Acre "to Mayer and her heirs” Point of 3A is meaning of “and her heirs” • Clarifies that M has a Fee Simple • Creates no interest in anyone else • Presumptive heirs have a “mere expectancy” Olympic: (3A) O conveys Baconacre "to Mayer and her heirs” Mayer wishes to sell Baconacre and use the proceeds to take a trip around the world. Can Armour prevent Mayer from doing this? Olympic: (3B) Kermit “to Ernie for life, then to Burt forever.” (Common Law) • Ernie? Olympic: (3B) Kermit “to Ernie for life, then to Burt forever.” (Common Law) • Ernie: Life Estate • Burt: ? Olympic: (3B) Kermit “to Ernie for life, then to Burt forever.” (Common Law) • Ernie: Life Estate • Burt: Vested Remainder • Remainder b/c Follows Life Estate • Vested b/c Burt is Named (so Living & Ascertainable Muppet) and No Condition Precedent • Vested Remainder in …? Olympic: (3B) Kermit “to Ernie for life, then to Burt forever.” (Common Law) • Ernie: Life Estate • Burt: Vested Remainder in Life Estate At Common Law • To Create Fee Simple Interest, need “and his Heirs.” • Without language indicating fee simple, default estate is Life Estate. Olympic: (3B) Kermit “to Ernie for life, then to Burt forever.” (Common Law) • Ernie: Life Estate • Burt: Vested Remainder in Life Estate • Who Owns the Rest (rights to property after both Ernie & Burt are dead)? Olympic: (3B) Kermit “to Ernie for life, then to Burt forever.” (Common Law) • Ernie: Life Estate • Burt: Vested Remainder in Life Estate • Kermit: Reversion (in Frog Green!) • Follows finite interest if not explicitly granted to someone else State of the Title When Ernie Dies? Olympic: (3B) Kermit “to Ernie for life, then to Burt forever.” (Common Law) • Burt: Life Estate • Kermit: (retains) Reversion • When Burt Dies? Olympic: (3B) Kermit “to Ernie for life, then to Burt forever.” (Common Law) • Kermit (or Kermit’s Successors) have Fee Simple Absolute Olympic: (3B) Kermit “to Ernie for life, then to Burt forever.” (Common Law) • Ernie: Life Estate • Burt: Vested Remainder in Life Estate • Kermit: Reversion Olympic: (3B) Kermit “to Ernie for life, then to Burt forever.” (TODAY) • Ernie: Life Estate • Burt: ? Olympic: (3B) Kermit “to Ernie for life, then to Burt forever.” (TODAY) • Ernie: Life Estate • Burt: Vested Remainder in Fee Simple - Default Estate Today is Fee Simple • Kermit? Olympic: (3B) Kermit “to Ernie for life, then to Burt forever.” (TODAY) • Ernie: Life Estate • Burt: Vested Remainder in Fee Simple • Kermit: Nothing (not easy being green) State of the Title When Ernie Dies? Olympic: (3B) Kermit “to Ernie for life, then to Burt forever.” (TODAY) • Burt: Fee Simple Absolute When Burt Dies? Olympic: (3B) Kermit “to Ernie for life, then to Burt forever.” (TODAY) • Burt: Fee Simple Absolute When Burt Dies? Property passes by Burt’s will or through intestacy to Burt’s heirs.
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