Darryl F. Bryant, Sr. v. Darryl F. Bryant, Jr.
AI Case Brief
Generate an AI-powered case brief with:
Estimated cost: $0.001 - $0.003 per brief
Full Opinion
OPINION
delivered the opinion of the court,
We granted permission to appeal in this case to address whether a'joint tenancy with an express right of survivorship can be severed by the unilateral actions of one of the co-tenants. The owner of the property at issue in this appeal executed a deed conveying the property to herself and to her son in a joint tenancy with right of survivorship. The same grantor later executed a quitclaim deed granting her interest in the property to her grandson (the sonâs child). After the grantor died, the son filed a declaratory judgment action against the grandson, claiming that the son was the rightful owner of the property in fee simple as the surviving joint tenant under the first deed. In response, the grandson asserted that the grantorâs second-deed severed the joint tenancy, conveyed the grantorâs one-half interest to him, and destroyed the sonâs right of survivorship. The trial court granted the sonâs motion for summary judgment, and the Court of Appeals affirmed. We reverse. Following the common-law doctrine of severance, we hold that a joint tenancy with an express right of survivorship may be severed by the unilateral action of one of the co-tenants, and that doing so converts the estate into a tenancy in common and destroys the survivorship interests of the original joint tenants. In this case, the grantorâs second deed, conveying her interest in the property to the grandson, severed the joint tenancy and destroyed the sonâs right of sur-vivorship, so the son and the grandson own the property in equal parts as tenants in common.
Factual and Procedural Background
In April 2006, James and Molly Bryant, husband and wife, purchased property on Hadley Avenue in Old Hickory, Davidson County, Tennessee (âthe Propertyâ), In February 2009, James Bryant died, and Molly Bryant became the sole owner of the Property.
A few months after Mr. Bryantâs death, on June 9, 2009, Ms. Bryant executed a quitclaim deed that conveyed the Property to herself and her son, Plaintiff/Appellee Darryl Bryant, Sr. (âSonâ), as joint tenants .with an express right of survivorship. The deed to Ms. Bryant and Son states: âI, Molly Bryant, a widow, have this day bargained and sold, and do hereby transfer and convey unto Molly Bryant and Darryl Bryant[, Sr.,] for the purpose of creating a joint tenancy with right of survivorship, ... all my estate, right, title, interest and claim in and to [the Property].â
Just over a year later, on September 2, 2010, Ms. Bryant executed another quit
In November 2013, Ms. Bryant died at the age of eighty-nine. At the time of Ms. Bryantâs death, Grandson was living with her in the home on the Property.
In July 2014, Son filed a complaint against Grandson in the Chancery Court of Davidson County, Tennessee, seeking a declaratory judgment, and possession of the Property. In the complaint, Son averred that, because the June 2009 quitclaim deed granted Son a right of survivor-ship, he became the sole owner of the Property in fee simple upon Ms. Bryantâs death. He asserted, âThe only interest that [Ms. Bryant] conveyed to [Grandson] was her survivorship interest whereby she would own the Property if she survived [Son].â. Thus, Son contended, upon Ms. Bryantâs death, Grandson was left with no interest in the Property, Son asked the trial court to enter âan order declaring that the Property is now vested entirely in [Son] and that [Grandson] has no ownership in the Property, legal or equitable, whatsoever.â Son also sought an order requiring Grandson to vacate the Property. Soon after filing the complaint, Son filed a motion for summary judgment claiming that, on the undisputed facts, he was entitled to judgment as a matter of law.
In response, Grandson filed a motion to strike Sonâs summary judgment motion and to dismiss the complaint for failure to state a claim upon which relief could be granted. See Tenn. R. Civ. P. 12,02(6). Grandson claimed in his motion that, in the September 2010 deed, Ms. Bryant conveyed to- him her one-half interest in the property and that this conveyance severed Sonâs right of survivorship. Grandson asserted that Sonâs complaint was âbased on an improper legal premise that the co-tenants in a Joint Tenan[cy] with the Right of Survivorship are not at liberty to unilaterally terminate the Right of Surviv-orship.â He contended that, when Ms. Bryant conveyed her interest to him (Grandson), Son and. Grandson became equal owners in the Property as tenants in common. The trial court denied Grandsonâs motion to dismiss and scheduled a hearing date for Sonâs summary judgment motion.
In October 2014, the trial court conducted the scheduled hearing on Sonâs motion for summary judgment.
The Court of Appeals affirmed the trial courtâs decision, albeit on a different basis. Bryant v. Bryant, No. M2014-02379-COA-R3-CV, 2015 WL 5695207, at *4 (Tenn. Ct. App. Sept. 28, 2015). The appellate court reasoned that âMs. Bryantâs intent, as evidenced by the language she used in her deeds, determines the outcome in this cĂĄse.â Id. It first observed that the June 2009 deed plainly reflected Ms. Bryantâs intent to convey to Son a joint tenancy â with an express right of survivorship. The appellate court then pointed out that the September 2010 deed to Grandson included a reference to the June 2009 deed to Son. The reference was contained in the September 2010 deedâs derivation clause, which gives information about the source of the grantorâs title. The relevant part of the derivation clause, stated: âReference is also made to instrument number 20090611-0054308,â which is the June 2009 deed. Id. Ms. Bryantâs reference to the June 2009 deed in the September, 2010 deed to Grandson, the Court of Appeals surmised, indicated an intent to convey to Grandson âher interest in the Property, including her right of survivorship, but only in the event that she outlived [Son].â Id. The appellate court explained: âMs. Bryant would have had no reason to reference expressly her earlier deed to [Son] unless she wanted [Grandson] to be aware of the joint tenancy and survivorship interest she had already conveyed , to his father.â Id. It added, âIf [Son] had predeceased Ms. Bryant, then [Grandson] would have become the fee simple owner of the Property upon [Sonâs] death.â Id. Because Ms. Bryant predeceased Son, the appellate court concluded, Son âis the sole surviving â joint tenant, and he now owns the Property in fee simple.â Id. We granted Grandsonâs application for permission to appeal.
Issues and Standard of Review
On appeal, Grandson presents four issues for our review:
1. Under Tennessee law, what are the characteristics of a joint tenancy with a right of survivorship? How may the right of survivorship be terminated in a joint tenancy?
2. Does the grantorâs creation of a joint tenancy give rise to any contract rights between the joint tenants as suggested by the trial court?
3. Does the derivation clause in a deed show intent of the grantor as suggested by the Court of Appeals?
4. When two parties hold real property located in Tennessee as âjoint tenants with right of survivorship,â and one of those parties independently conveys all âinterest, right, and titleâ to a third party, what is the resulting estate in land between the original joint tenant and the third party?
We perceive the pivotal issue to be whether the joint tenancy, with an express right of survivorship established in the June 2009 deed was severed by the actions of Ms. Bryant in executing the September 2010 deed to Grandson. If so, Son and Grandson own the Property in equal parts as tenants in common. If not, Son now owns the Property in fee simple as the surviving joint tenant under the June 2009 deed.
This appeal arises out of the trial courtâs grant of summary judgment, so we review the trial courtâs decision de novo
Analysis
Tenancies Under Common Law
Tennessee recognizes three basic forms of concurrent ownership in real property: joint tenancy, tenancy in common, and tenancy by the entirety. See Griffin v. Prince, 632 S.W.2d 532, 535 (Tenn. 1982). A brief review of these tenancies is helpful to our discussion.
At common law, the type of tenancy that results from a conveyance of real property to two or more persons depends on the whether the four unitiesâinterest, title, time, and possessionâexist at the time of conveyance. Bennett v. Hutchens, 133 Tenn. 65, 179 S.W. 629, 631 (1915) (describing the four unities as having âone and the same interest, accruing by one and the same conveyance, commencing at one and the same time, and held by one and the same undivided possessionâ (quoting 2 William Blackstone, Commentaries 180)); 2 Tiffany Real Prop. § 418 (3d ed. 2016) (quoting 2 William Blackstone, Commentaries 180). If the four unities exist at the time of the conveyance and the conveyance is made to a married couple, the conveyance results in a tenancy by the entirety, absent language indicating a contrary intent.
There are important differences among the three types of common-law tenancies. We summarize the differences as background for our analysis.
A tenancy by the entirety is held exclusively by persons who are legally married. It is ancient in origin and remains firmly established in Tennessee.
When property is held in a tenancy by the entirety, upon the death of one spouse, the survivor continues to own the whole in fee simple. Technically, then, the surviving spouse does not acquire the fee simple interest through a right of sur-vivorship; the survivor âenjoys the whole [after the death of the other spouse], ... not because any new or further estate or interest becomes vested, but because of the original conveyance, and of the same estate and same quantity of estate as- at the time the conveyance was perfected.â Id. (quoting Den, 10 N.J.L. at 45) (explaining that â[b]etween husband and wife, the jus accrescendi [right of survivorship] does not existâ); see Cole Mfg. Co. v. Collier, 95 Tenn. 115, 31 S.W. 1000, 1001 (1895); Moore v. Cole, 200 Tenn. 43, 289 S.W.2d 695, 698 (1956); Taul, 15 Tenn. (7 Yer.) at 336-37.
At common law, the primary difference between holding in' joint tenancy and tenancy in common is that joint tenancy includes a right of survivorship between the co-tenants by operation of law, whereas tenancy in common does not. See Peebles, 443 S.W.2d at 470; Bunch, 1998 WL 46217, at *1. While a tenancy by the entirety can consist only of two persons
âTenants in common are jointly seized of the whole estate, each having an equal right of entry and possession Moore v. Cole, 200 Tenn. 43, 289 S.W.2d 695, 697 (1966). Right of survivor-ship is not an- incident of tenancy in common; however, the grantor may include in the instrument of conveyance express language attaching a right of survivorship to the tenancy in common. See Runions, 207 S.W.2d at 1017 (âEven a tenancy in common may have a right of survivorship attached to it if the grantor expresses an intention that it shall be so.â (quoting Mitchell v. Frederick, 166 Md. 42, 170 A. 733, 735-36 (1934))).
Common-Law Doctrine of Severance
Severance is the termination of a tenancy âby any act which is inconsistent with its' continued existence, or which operates to destroy its essential unities or one or some of them.â W. W. Allen, Annotation, What Acts By One or More of Joint Tenants Will Sever or Terminate the Tenancy, 64 A.L.R.2d 918, § 2 (1959) (footnote omitted); 20 Am. Jur. 2d Cotenancy and Joint Ownership § 21 (2015). Because spouses in a tenancy by the entirety are treated as one person, a spouse in such a tenancy cannot sever it unilaterally by transferring a portion of the property without the assent of the other spouse, as doing so would destroy the survivorâs right to own the whole. Tindell, 37 S.W. at 1106 (quoting Den, 10 N.J.L. at 45); Taul, 15 Tenn. (7 Yer.) at 336. In contrast, in a common-law joint .tenancy, any joint tenant can, âat his. pleasure, dispose of his share, and convey it to a stranger, who will hold undivided, and in common with the other owner.â Tindell, 37 S.W. at 1106 (quoting Den, 10 N.J.L. at 45); see McLeroy v. McLeroy, 163 Tenn. 124, 40 S.W.2d 1027, 1028 (1931) (citations omitted) (âOne joint tenant can convĂ©y his interest in land without the joinder of the other tenant.â); McGhee v. Henry, 144 Tenn. 548, 234 S.W. 509, 509-10 (1921) (indicating that, unlike in a tenancy by.the entirety, a joint tenant âcan separate his interest from the otherâ); Knight v. Knight, 62 Tenn.App. 70, 458 S.W.2d 803, 807 (1970) (noting that âinalienability is -an incident only of estates by the entiretiesâ); see also Bunch, 1998 WL 46217, at *2 (relying in part on Tindell and McLeroy to hold that, absent agreement to the contrary, a joint tenancy may be partitioned at the request of only one of the joint tenants).
The severability of a common-law joint tenancy is based on the premise that, once any of the four unities is destroyed, the estate by definition is no longer a joint tenancy; it becomes a tenancy in common. See Tindell, 37 S.W. at 1106 (citation omitted); see also United States v. Craft, 535 U.S. 274, 280, 122 S.Ct. 1414, 152 L.Ed.2d 437 (2002). When one joint tenant severs his interest by conveying it to a third person, the joint tenancy becomes a tenancy in common between the third person and the remaining joint ten-antis), and the right of survivorship is destroyed. See 2 Tiffany Real Prop. § 425 & n.64.10 (3d ed.); 20 AM. JUR. 2d Cotenancy and Joint Ownership § 21 (2015). One commentator has explained:
âIn the ancient language of the law, joint tenants were said to hold per my et*402 per tout, or in plain words, âby the moiety or half and by all.â â This statement, which of course is strictly accurate only in the case of there being but two joint tenants, serves to indicate the conception of a joint tenancy as one which allows each owner to hold a particular share which he may alienate, while at the same time he and the other or others hold the entire property as by a single ownership. The theoretical peculiarity of a joint tenancy at common law, and also by the law as it still generally prevails, is the coexistence of the four unities, the unity of interest, the unity of title, the unity of time, and the unity of possession, that is to say, âjoint tenants have one and the same interest accruing by one and the same conveyance, at one and the same time, and held by one and the same undivided possession.â The principal practical aspect of a joint tenancy consists in the fact that on the death of one of the joint tenants, no severance of his interest having theretofore occurred, the exclusive title inures to the surviving joint tenant or tenants.
Prom these peculiarities of ownership it follows logically, and also under the law, that joint tenants can terminate the joint tenancy by any act which is inconsistent with its continued existence, or which operates to destroy its essential unities or one or some of them. So to the extent of the interest affected, and therefore in toto where there are only two joint tenants, a joint tenancy is severed by any act of a joint tenant which operates to destroy one or more of its unities.
Allen, supra, at § 2 (emphasis added) (footnotes omitted); see Tindell, 37 S.W. at 1106 (âA severance of a joint tenancy may be made, and the estate thereby turned into a tenancy in common, by any one of the joint owners, at his will.â (quoting Den, 10 N.J.L. at 45)); see also Craft, 535 U.S. at 280, 122 S.Ct. 1414 (stating generally that, when one joint tenant conveys his interest to another, the estate -is severed, which means it is âconverted to a tenancy in common with each tenant possessing an equal fractional shareâ). Of course, â[a]n ownership interest of a tenant in common is severableâ by any of the co-tenants. 20 AM. JUR. 2d Cotenancy and Joint Ownership § 39 (2015).
Abolition of the Survivorship Interest in Joint Tenancies
Eventually, the survivorship interest incident to common-law joint tenancies fell into disfavor in both America and England. R. P. Davis, Annotation, Creation of Right of Survivorship by Instrument Ineffective to Create Estate by Entireties or Joint Tenancy, 1 A.L.R.2d 247, § 1 (1948). One commentator suggests that hostility toward joint tenancies began to develop partly because âAmericans were coming to regard land as a commodity,â rather than simply as family land. Byron D. Cooper, Continuing Problems with Michiganâs Joint Tenancy âWith Right of Survivorshipâ, 78 Mich. B. J. 966, 967 (1999). âA joint tenancy Vas suitable for family lands; less so, for lands of people dealing at armâs length with each other in the market.â â Id. (quoting Lawrence M. Friedman, a History op American Law 235 (2d ed. 1985)). As a result of the disfavor toward survivorship rights, legislation abrogating the common-law rule âand modifying or abolishing the doctrine of surviv-orship has been enacted in virtually every state.â Davis, supra, at § 1; see Banks v. Banks, 135 A.3d 311, 313-14 (Del. Ch. 2016) (âLegislatures in jurisdictions in this country have since curbed and even eliminated the estate of joint tenancy with right of survivorship .... â).
A review of the early history of our nation reveals that at no time during her
[I]n all estates real and personal, held in joint tenancy, the part or share of any tenant dying shall not for the future descend or go to the surviving tenant or tenants, but shall descend or be vested in the heirs, executors, administrators or assigns respectively of the tenant so dying, in the same manner as estates held by tenancy in common, any law usage or custom to the contrary notwithstanding
[[Image here]]
Scott, supra, at 294. The explicit purpose of the North Carolina legislation was to prevent âmanifest injustice to the family of [the co-tenant] who may happen to die first.â Id. In 1789, when North Carolina ratified the new Constitution of the United States, it cededâ its western lands to the federal government; the territory ceded included much of what is now Tennessee. Hargett, supra, at 507; see Fogg v. Williams, 39 Tenn. (2 Head) 474, 478-79 (1859); Overtonâs Lessee v. Campbell, 6 Tenn. (5 Hayw.) 165, 168 (1818). When Tennessee became a state a few years later in 1796, Tennesseeâs first Constitution and the cession act of North Carolina made North Carolinaâs Act of 1784 the law in Tennessee.
The above-quoted provision in North Carolinaâs Act of 1784 remained the law in Tennessee until our General Assembly enacted Tennesseeâs own organized Code systemâthe Code of 1858âwhich repealed and replaced all prior existing public and general acts. See Shepherd Fleets, 759 S.W.2d at 915-16 (citing State v. Miller, 79 Tenn. 620, 625-26 (1883)). Tennesseeâs Code of 1858, however, included a section substantially identical to the relevant section in the North Carolina Act of 1784, providing a seamless legislative abolition of the survivorship interest incident to joint tenancies in Tennessee. Tenn. Code Ann. § 2010 (1858). Over the years, this provision abolishing the survivorship interest in joint tenancies has remained the law in Tennessee.
*404 In all estates, real and personal, held in joint tenancy, the part or share of any tenant dying shall not descend or go to -the surviving tenant or tenants, but shall descend or be vested in the heirs, executors, or administrators, respectively, of the tenant so dying, in the same manner as estates held by tenancy in common.
Tenn. Code Ann. § 66-1-107 (2015).
Although the incidental right of survivorship in joint tenancies has never existed in Tennessee, our courts have consistently recognized that property owners remain free âto expressly provide for sur-vivorship by deed.â Jones, 206 S.W.2d at 803; see also Lowry v. Lowry, 541 S.W.2d 128, 131 (Tenn. 1976); Peebles, 443 S.W.2d at 471. As. a result, any survivorship interest in a transfer of concurrent ownership must âresult from the terms of the grant rather than by operation, of law.â Peebles, 443 S.W.2d at 470 (quoting Jones, 206 S.W.2d at 801). In other words, Tennessee Code Annotated section 66-1-107 does not apply âwhere the instrument creating the estate either by express language or necessary implication manifests an intention to create a right of survivorship.â Id. at 471.
The abolition of the incidental survivorship interest in joint tenancies rendered the four unities irrelevant to the question of whether a conveyance creates a joint tenancy or a tenancy in common. This Court has explained:
[T]he common-law unities requisite.to joint tenancy have become academic as applied to [a joint tenancy], a tenancy in common resulting if.no, contrary intent is expressed, whether or not the unities are present. When the intent' to establish an estate by survivorship is clear, the existence or nonexistence of the unities becomes immaterial upon the idea that the rule fails where the reason fails.
Peebles, 443 S.W.2d at 470 (quoting Jones, 206 S.W.2d at 803). Because joint tenancies no longer include a survivorship interest by operation of law, both joint tenants and tenants in common have essentially the same rights, which are the âright to use, to exclude, and to enjoy a share of the propertyâs income.â Craft, 535 U.S. at 280, 122 S.Ct. 1414 (citing 2 William Blackstone, Commentaries 180,183 (1776)); see 20 AM. JUR. 2d Cotenancy and Joint Ownership § 41 (2015). In sum, at common law, the right of survivorship was the primary difference between a joint tenancy and a tenancy in common, see Craft, 535 U.S. at 280, 122 S.Ct. 1414, but under Tennessee property law, that difference has never existed in the common-law tenancies. See Term. Code Ann. § 66-1-107. Under Tennessee law, if parties seek'to include a right of survivorship in either a joint tenancy or a tenancy in common, they must do so by including clear language to that effect in the granting instrument.
Severability of Joint Tenancy with Express Right of Survivorship
As we have explained, a common-law joint tenancy can be severed, and the right of survivorship destroyed, by the unilateral action of any joint ténant.
Typically, when addressing an issue of first impression, we look to similar cases in other jurisdictions for guidance. Here, that task is complicated by the fact that each stateâs property law is comprised of a combination of caselaw and specialized statutes; the relevant caselaw can date back more than 200 years, and the property-law statutes have evolved over the same period. In looking to our sister states for guidance, we will consider first whether a given stateâs overall body of property law aligns with ours and then' consider specifically whether its treatment of the issue presented in this appeal is consistent with Tennessee property law.
As noted above, most states have enacted statutes abolishing the common-law rule that a conveyance to, two or more persons will result in a joint tenancy based on the existence of the four unities. Some states accomplished this by enacting a statute similar to the Act of 1784 and Tennesseeâs section 66-1-107, in that they prescribe a manner of descent, requiring the interest of a deceased joint tenant to pass to his. heirs (rather than to the co-tenant) at his death âin the same manner as estates held by tenancy in common.â Tenn. Code Ann. § 66-1-107. These statutes sometimes explicitly permit the creation of a survivorship-interest by the .use of express language in the granting instrument.
States address the severability of joint tenancies by both statutory law and common law. Statutes on'the topic generally permit the â severance of a joint tenancy and provide the manner in which such a
Michigan law, on which the trial court below based its decision, is unique. It permits the creation of either a common-law joint tenancy or a joint tenancy with full rights of survivorship; Michigan recognizes that the former is severable, but the latter is not. Cooper, supra, at 969 (describing Michiganâs law as âanomalousâ). A brief review of Michigan law will illustrate this point.
The âstandardâ joint tenancy in Michigan âis of the type typically recognized in various jurisdictions,â and it is characterized by the existence of the four unities. Albro v. Allen, 434 Mich. 271, 454 N.W.2d 85, 87 (1990). The Michigan Supreme Court explained that, â[i]n the standard joint tenancy, the right of survivorship may be destroyed by severance of the joint tenancy,â which can happen âby an act of the parties, by conveyance by either party, or by levy and sale on an execution against one of the parties.â Id. (citations omitted). A joint tenancy with full right of survivor-ship, however, is created when the granting instrument includes âexpress words of survivorship .