music: greatest hits of 1790 recorded 1979-80 philharmonia virtuosi of new york richard kapp,...

MUSIC: Greatest Hits of 1790 Recorded 1979-80

Philharmonia Virtuosi of New YorkRichard Kapp, Conductor; Herbert

Laws, FluteChick Corea, Piano; Edward Carroll,

TrumpetHelp Yourself toCandy from Fishbowl!

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


• 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


• Workbook: Describes all present possessory estates as a “Possessory Estate in …” Fee Simple Absolute, Life Estate, etc.



• My Test Questions: Will not use the italicized phrase.



• 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.


Defeasible fee in the form of a Fee Simple Determinable BUT with the future interest in third party:

• Me (& Restatement): “Fee Simple on Executory Limitation”

• Workbook: “Fee Simple Determinable” (See Workbook p.72 fn19)


I will post (in section on e-mail Qs & responses) any other relevant inconsistencies or ambiguities regarding the workbook that arise over the course of the week.

Review Problem 7L Revisited

(7L): Daffy "to Tweety for life, then to such of Tweety's children as survive him, but if none of Tweety's children

survives him, then to Peggy and her heirs."

Tweety: Life EstateTweety’s Children: Contingent remainders (in f.s.) Peggy: Alternative contingent rem. (in f.s.)- Mirror Image Remainders: 1st Vests only if 2d FailsDaffy: Reversion (even when alternate contingent remainders)

PROBLEMS 7M-7N

(7M): Amanda "to Billy for life, then to Billy's children and their heirs, but if at Billy's death he

is not survived by any children, then to Jo and her heirs." Billy has no children.

Billy?



Billy: Life EstateBilly’s children?



Billy: Life EstateBilly’s children? Contingent remainder (in f.s.)

(unborn)Jo?

ALTERNATIVE CONTINGENT REMAINDERS

Two contingent remainders for which the event that causes each one to vest will destroy the other.



When does contingent remainder in children vest?

(7M): Amanda "to Billy for life, then to Billy's children and their heirs, but if at Billy's death he is not survived by any children, then to Jo and her heirs." Billy has no children.

Contingent remainder in children vests when a child is born.When does contingent remainder in Jo vest?



Contingent remainder in children vests when a child is born.Contingent remainder in Jo vests when Billy dies survived by no children.Is the interest in Jo destroyed when the interest in the children vests?



Billy: Life EstateBilly’s children: Contingent remainder (in f.s.)Jo: Contingent rem. (in f.s.) (Not alternate)Anything else?



Billy: Life EstateBilly’s children: Contingent remainder (in f.s.)Jo: Contingent rem. (in f.s.) (Not alternate)Amanda: Reversion

(7M): Amanda "to Billy for life, then to Billy's children and their heirs, but if at Billy's death he is not survived by any

children, then to Jo and her heirs."

B has child, Sydney. Effect (Beside Ratings Increase)?

Billy: Life EstateSydney?


is not survived by any children, then to Jo and her heirs." B has child, Sydney.

Billy: Life EstateSydney: Vested Remainder (in f.s.), subject to open, subject to divestment. (Contingent remainder vests)Jo?



Billy: Life EstateSydney: Vested Remainder (in f.s.), subject to open, subject to divestment. Jo: Shifting Executory Interest (in f.s.)Amanda?



Billy: Life EstateSydney: Vested Remainder (in f.s.), subject to open, subject to divestment. Jo: Shifting Executory Interest (in f.s.)

Amanda: Nothing (reversion divested)

(7N): Clark “to Jimmy for life, then to Lois and her heirs, but if Jimmy is survived at his death by any children, then to such surviving children and

their heirs. Jimmy has children, Perry & Della.

Jimmy?



Jimmy : Life EstateLois?



Jimmy : Life EstateLois: Vested remainder (in f.s.) subj. to divestmentPerry/Della?



Jimmy : Life EstateLois: Vested remainder (in f.s.) subj. to divestmentPerry/Della: Shifting executory interest (in f.s.)Clark?



Jimmy : Life EstateLois: Vested remainder (in f.s.) subj. to divestmentPerry/Della: Shifting executory interest (in f.s.)Clark? Nothing

(7L) (7M) (7N) TRYING TO DO SAME THINGS:

(1) To A for life(2) If A has any surviving children, they should

take(3) If no surviving children, to B

BUT 3 DIFFERENT SETS OF INTERESTS CREATED

WED/THU CLASSES• Info on 1L Electives: Start @ 7:45• Qs on Assmt #3 (due 11/9 or 11/10)• Day & Eve. Office Hours: Check Course Page• Finish 7O & Last-Minute Tips

WED/THU CLASSES• Info on 1L Electives: Start @ 7:45• Qs on Assmt #3 (due 11/9 or 11/10)• Day & Eve. Office Hours: Check Course Page• Finish 7O & Last-Minute Tips

• Review Probs 7P-7S: OATS & RICE– Like 7I & 7O: Several Open Qs– First List Open Qs for Each– Then Go Through Possibilities for Some

EXAM IS DRAFTED

• Got all E1 names in (plus Graham, Anderson, Newman, Klein) by allowing one Joshua and one Michael to stand for all.

• Sorry to everyone I had to kill off.

TIMING AMBIGUITY

To Andrew for life, then to Brian, but if Cheryl graduates from law school, then to Cheryl.

If Cheryl graduates from law school during Andrew’s life estate, does she divest Andrew’s interest or just Brian’s?

TIMING AMBIGUITY: POSSIBLE ARGUMENTS


Common law presumption: If ambiguous, interest won’t divest life estate



Now generally treated as a question of grantor’s intent.


To Andrew for life, then to Brian, but if Cheryl graduates from law school, to Cheryl.

To Andrew for life, then to Brian, but if Cheryl has graduated from law school, then to Cheryl.


To Andrew for life, then to Brian, but if Cheryl graduates from law school, to Cheryl.

To Andrew for life, then to Brian, but if Cheryl has graduated from law school, then to Cheryl.

Verb Tenses suggest immediate for first; at end of life estate for second.



Andrew is 16; Cheryl is 46.



Andrew is 16; Cheryl is 46.

Seems unlikely Cheryl will survive Andrew, so this suggests immediate divestment (or no point to grant).


To Andrew for life, then to Brian, but if Andrew graduates from law school, then to Cheryl.

To Andrew for life, then to Brian, but if Brian graduates from law school, then to Cheryl.


To Andrew for life, then to Brian, but if Andrew graduates from law school, then to Cheryl.

To Andrew for life, then to Brian, but if Brian graduates from law school, then to Cheryl.

Seems odd to punish Andrew for Brian’s life choices, so absent clear reason, likely treat as just cutting off B’s remainder

In 2006, Brian grants Mason-acre “to Dolly for life, then to Jessica so long as she never tries to sell

Mason-acre, otherwise to Mike and Mili.” At the time of the grant, Jessica has a

(a) Vested remainder in fee simple determinable.(b) Vested remainder in fee simple absolute.(c) Vested remainder in fee simple on executory limitation.(d) Vested remainder subject to divestment.


Mason-acre, otherwise to Mike and Mili.” At the time of the grant, Jessica has a

(a) Vested remainder in fee simple determinable.

(b) Vested remainder in fee simple absolute.(c) Vested remainder in fee simple on executory limitation.(d) Vested remainder subject to divestment.

UNACCEPTABLE CONDITIONS

Conditions So Abhorrent …


Conditions So Abhorrent …

You Can’t Even Impose Them on Your Own

Children

UNACCEPTABLE CONDITIONS• Total Restraint on Alienation


Mason-acre, otherwise to Mike and Mili.”

• Total Restraint on Alienation is Invalid



• Total Restraint on Alienation is Invalid• Pencil Out Unlawful Condition (and executory interest that

turns on it)

In 2006, Brian grants Mason-acre “to Dolly for life, then to Jessica.

• Total Restraint on Alienation is Invalid• Pencil Out Unlawful Condition (and executory interest that

turns on it)• Result is a Vested Remainder in Fee Simple Absolute



• Exam Question Fall 2007 & Spring 2010– 1st Time Nasty b/c at End of Test: (1/63 students got it)– 2d Time with warning about 45% got it.– READ CAREFULLY!!


– Partial Restraint OK if Reasonable• Casebook says only if Promissory (P625)• Other sources say sometimes Forfeiture


– Partial Restraint OK if Reasonable– Most Restrictions Restrain Alienation to Some

Extent• If too burdensome/weird could treat as too much

restraint• See Casebook at P632-33


– Partial Restraint OK if Reasonable– Most Restrictions Restrain Alienation to Some Extent– Use Restrictions (Only by X?)

• OK if Charitable• Some jurisd: Non-Charitable = Unreas. Restraint on

Alienation


• Doing Criminal Acts


• Total Restraint on Marriage– Some Jurisd: Maybe OK if Life Estate– Some Jurisd allow partial restraints

• Until turn 25• Shapira


• Obtaining Divorce

UNACCEPTABLE CONDITIONS• Race-Based Limitations (Unenforceable)

– Sex-Based Upheld w/in Family– Religion: (Discuss w Shapira)

Shapira v. Union National Bank

BARLEY: DQS123-25

SHAPIRA: DISTINCTIONS

Gift conditioned upon religious faith of beneficiary v. Gift conditioned upon marriage to person of

particular faith Why Relevant?


• Gift conditioned upon religious faith of beneficiary v. Gift conditioned upon marriage to person of particular faith – Coercing Belief v. Conduct

• Note View of Marriage in 1974

– Administrability

ADMINISTRABILITY ADMINISTRABILITY • To Pigpen, so long as the kitchens and

bathrooms are always kept very clean. • To Schroeder, so long as he never plays any

work by Beethoven on the piano.

ADMINISTRABILITY ADMINISTRABILITY • To Lucy so long as she remains a member of the

Society of Friends. • To Linus, so long as he remains a good Catholic.


Gift conditioned upon divorcev. Gift conditioned upon marriage to person of

particular faith (maybe )Why Relevant?


Gift conditioned upon divorcev. Gift conditioned upon marriage to person of

particular faith (maybe )• Ct: Latter not sufficient to encourage fake M &

divorce• Grantee can’t avoid condition by saying “I will act in

bad faith”


Conditional gift with “gift over” to third partyv. Conditional gift without “gift over”

Why Relevant?


Conditional gift with “gift over” to third partyv. Conditional gift without “gift over”

Comprehensive plan (likely)v. “In Terrorem” condition (maybe)


Forcing a marriage as condition of completed gift v. Withholding gift until marriage made

Why Relevant?


Forcing a marriage as condition of completed gift v. Withholding gift until marriage made • Remedy: Injunction v. Forfeiting Gift • Like case involving divorce settlement requirement

that child be raised in partic. faith: Won’t impose contempt/crim sanctions for not following religion

SHAPIRA: DISTINCTIONS Quaker men (Maddox)

v. Jewish women (Shapira) Why Relevant?


Quaker men (Maddox) v. Jewish women (Shapira)

• Quakers = Too Few Available Partners • E.g., you must marry one of the Bronte Sisters

DQ124. Maddox rules that these kinds of conditions are unacceptable where there is a sufficiently “small number of eligible” partners.

How few partners must there be to meet the test?

DQ124. Maddox: unacceptable where there is a sufficiently “small number of eligible” partners.If you were living in a state with that test, how would you prove it was met?

DQ124. Was the Maddox opinion cited in Shapira correct to rule that these kinds of conditions are unacceptable where there is a sufficiently “small number of eligible” partners?

DQ124. Was Maddox correct to rule that these kinds of conditions are

unacceptable where there is a sufficiently “small number of eligible”

partners? Too much restriction on grantee v. Grantor’s Rights (can always

argue that g’or should be able to dispose of own property as g’or

wishes).

DQ125: Should a court

enforce conditions that limit or mandate religious behavior for

the grantee?

DQ122. Why should we allow grantors to have any control at all of

what happens to land after they have died?

Maybe allow life estates & vested remainders but no conditions on

use?

(7O) BACK TO WHEAT1. Archie in will:

– “To my wife Edith, for her use & benefit, so long as she remains unmarried.”

– Residue to daughter Gloria.

2. Edith moves in with male friend, Sherman. 3. Edith subsequently dies, devising her

property to Sherman.

(7O): 3 QUESTIONS1. “To my wife Edith, for her use & benefit, so long

as she remains unmarried.” Life estate determinable or fee simple determinable?

(7O): 3 QUESTIONS1. Life estate determinable or fee simple

determinable?2. Is condition restraining second marriage void as

against public policy?


determinable?2. Is condition restraining 2d marriage void?3. Is cohabitation a violation of a restraint on

marriage?


determinable?2. Is condition restraining 2d marriage void?3. Is cohabitation a violation of a restraint on

marriage?

Then Work Through Decision-Tree

music: greatest hits of 1790 recorded 1979-80 philharmonia virtuosi of new york richard kapp,...

Documents

life estatebillys children

life estatetweetys children

children vest

fee simple determinable

fee simple absoluteposs

fee simple absoluteterminology

workbookdefeasible fee

billys death h