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#Post#: 28--------------------------------------------------
Riddle v. Harmon
By: SunsetSailor Date: January 27, 2011, 10:12 pm
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FACTS: Riddle’s wife (P), the decedent, owned certain real
property in joint tenancy with Riddle (P). When she was
planning her estate, she did not want her interest in the parcel
to pass to her husband (P). Her attorney advised her to
terminate the joint tenancy by granting herself an undivided ½
interest in the property, making her a tenant in common. A
grant deed was drawn up to that effect, and a will devising her
tenancy in common to a third party was executed. Riddle (P),
upon his wife’s death, challenged her estate plan.
T1: FR & JR—JTWROS
T2: FR (JTWROS)FR(TIC)
T3: FR (TIC)Harmon
T$: FR dies
Better way for lawyer to do this was to have her transfer her
interest to a “strawman” who would then transfer it back to her
(usually a strawman is an office assistant/secretary)
EX: T1: FRStrawman (TIC)
T2: Strawman(TIC)FR(TIC) (Joint tenancy
CANNOT be
revived b/c it has been shattered)
COMMON LAW—Could NOT create joint tenancy in yourself with
someone else (needed to use a strawman)
TODAY—Most states (CA) allow you to create a joint tenancy in
yourself
Another way to do this was to put the interest in Trust, & at
the time the grantor wanted, the trust would be transferred back
PROCEDURE:
o Trial Court: Determined that Frances Riddle DID NOT
convey her interest from a joint tenant to herself as a tenant
in common; Harmon (D) her executrix appealed
o Court of Appeals: Reversed
ISSUE: Whether Frances Riddle (now deceased) unilaterally
terminated a joint tenancy by conveying her interest from
herself as a joint tenant to herself as a tenant in common.
RULES:
o An indisputable right of each joint tenant is the
power to convey his or her separate estate by way of gift or
otherwise without the knowledge or consent of the other joint
tenant and to thereby terminate the joint tenancy (280)
o One joint tenant may unilaterally sever the joint
tenancy without the use of an intermediary devise (284)
o A joint tenancy may be terminated by the conveyance
by one joint tenant of his interest in the joint tenancy
property to himself (BRIEF)
ANALYSIS: Mrs. Riddle turned her interest from a joint tenancy
into a tenancy in common (destroyed Mr. Riddle’s right of
survivorship). Therefore, she could pass her interest onto a
third party upon her death and Mr. Riddle would not get her part
of the property.
CONCLUSION: Reversed
NO FIDUCIARY DUTY B/W JOINT TENANT
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