Also known as:estates in lands · estate in land · estates in land
Written by attorneys — see sources below.
An ownership interest in real property that confers rights of possession, use, and alienation. The interest may be of potentially infinite duration or limited by conditions, time, or future interests.
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How its tested
Common Examples
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Deed Formalities for Servitude
Emmett Egan conveyed a lot in his subdivision to Esme Ellington by deed containing a covenant restricting structures to single-family homes. The deed satisfied the same formal requirements used to create a fee simple estate. The covenant therefore runs with the land and binds successive owners.
Servitude Burdening Fee Estate
Elise Everly granted an easement across her fee simple parcel to Edward Everett for access to a neighboring lot. The easement burdened her estate in lands and benefited another parcel. The grant was recorded and enforceable against later purchasers.
Emily Ellis owned oceanfront property held in fee simple. State beach restoration altered the shoreline and eliminated her direct water contact. The change affected the scope of her estate in lands without constituting a compensable taking.
Stop the Beach Renourishment, Inc. v. Florida Department of Environmental Protection, et al.560 U.S. 702 (2010)
In Florida, the State owns in trust for the public the land permanently submerged beneath navigable waters and the foreshore, making the mean high-water line the ordinary boundary between private beachfront property and state-owned land. Littoral owners hold special rights with regard to the water and foreshore, including the right to receive accretions and relictions to their property.
In 1961, Florida’s Legislature passed the Beach and Shore Preservation Act, which sets procedures for beach restoration and nourishment projects to deposit sand on eroded beaches. A local government may apply to the Department of Environmental Protection for funds and permits, and when placing fill on the State’s submerged lands, authorization from the Board of Trustees of the Internal Improvement Trust Fund is required. Once a beach restoration is determined to be undertaken, the Board sets an erosion control line that replaces the fluctuating mean high-water line as the boundary between privately owned littoral property and state property, after which the common law ceases to increase upland property by accretion.
In 2003, the city of Destin and Walton County applied for permits to restore 6.9 miles of beach within their jurisdictions that had been eroded by several hurricanes. The project would add about 75 feet of dry sand seaward of the mean high-water line. The Department issued a notice of intent to award the permits, and the Board approved the erosion-control line.
Stop the Beach Renourishment, Inc., a nonprofit corporation formed by people who own beachfront property bordering the project area, brought an administrative challenge to the proposed project. After the challenge proved unsuccessful and the Department approved the permits, the corporation challenged the action in state court under the Florida Administrative Procedure Act. The District Court of Appeal for the First District set aside the Department’s final order and certified a question to the Florida Supreme Court.
The Florida Supreme Court answered the certified question in the negative and quashed the First District’s remand. Petitioner sought rehearing on the ground that the Florida Supreme Court’s decision itself effected a taking of the Members’ littoral rights contrary to the Fifth and Fourteenth Amendments, but the request for rehearing was denied. The United States Supreme Court granted certiorari to review the case.
Eduardo Enriquez orally promised to convey his farm to a caregiver in exchange for lifetime care. The caregiver performed the services but received no deed. The promise failed to create an estate in lands because it lacked a signed writing.
Burns v. McCormick135 N.E. 273 (N.Y. 1922)
In June 1918, James A. Halsey, an old man and a widower, was living without family or housekeeper in his house in Hornell, New York. He told the plaintiffs that if they gave up their home and business in Andover, New York, and boarded and cared for him during his life, the house and lot with its furniture and equipment would be theirs upon his death.
The plaintiffs did as he asked, selling out an interest in a little draying business in Andover and boarding and tending him until he died about five months after their coming. Neither deed nor will nor memorandum subscribed by the promisor exists to authenticate the promise, and the plaintiffs ask specific performance.
During Halsey's lifetime the plaintiffs had no possession of the property and did not occupy it as owners. Halsey retained possession, and the plaintiffs lived with him merely as his servants or guests who could be asked to leave at any time. The plaintiffs paid food bills and performed housekeeping work while Halsey paid the taxes and upkeep costs. There were ties of kinship between one of the plaintiffs and Halsey.
Enigma Technologies leased commercial space to a tenant under a month-to-month estate in lands. The landlord sought expedited eviction after nonpayment. Due process required notice and a hearing before termination of the possessory interest.
Lindsey v. Normet405 U.S. 56 (1972)
In November 1969 the City Bureau of Buildings declared the single-family residence rented on a month-to-month basis for $100 per month by appellants Donald and Edna Lindsey and other tenants from appellee Normet unfit for habitation because of substandard conditions including rusted gutters, broken windows, broken plaster, missing rear steps, and improper sanitation. The tenants requested repairs which the landlord refused except for one minor item. After paying the November rent they withheld the December rent. On December 15 the landlord's attorney sent a letter threatening court action unless the accrued rent was paid immediately.
On January 7, 1970, before any state eviction proceedings had begun, the tenants filed suit in the United States District Court for the District of Oregon under 42 U.S.C. § 1983 seeking a declaratory judgment that the Oregon Forcible Entry and Wrongful Detainer Statute, Ore. Rev. Stat. §§ 105.105-105.160, was unconstitutional on its face and an injunction against its continued enforcement. A three-judge district court was convened. It issued a temporary restraining order and ordered the tenants to pay rent into an escrow account during the proceeding. The parties entered a lengthy stipulation of facts, submitted exhibits and depositions, and the district court granted the landlord's motion to dismiss the complaint.
The Oregon statute established a summary procedure for resolving disputes over possession of real property. Service of the complaint on the tenant must be not less than two nor more than four days before the trial date. A tenant may obtain a two-day continuance, but grant of a longer continuance is conditioned on the tenant's posting security for the payment of any rent that may accrue if the plaintiff ultimately prevails. The suit may be tried to either a judge or a jury, and the only issue is whether the allegations of the complaint are true. A defendant who loses such a suit may appeal only if he obtains two sureties who will provide security for the payment to the plaintiff, if the defendant ultimately loses on appeal, of twice the rental value of the property from the time of commencement of the action to final judgment.
The district court upheld the validity of the statutes under both the Due Process and Equal Protection Clauses of the Fourteenth Amendment. The tenants appealed directly to the Supreme Court, which noted probable jurisdiction.
Elite Dynamics held the mineral estate beneath surface land owned by others. A statute prohibited mining that caused surface subsidence. The restriction diminished the value of the estate in lands and raised a regulatory takings claim.
Pennsylvania Coal Co. v. Mahon260 U.S. 393 (1922)
In 1878 the Pennsylvania Coal Company executed a deed that conveyed the surface of property but reserved in express terms the right to remove all the coal under the same. The grantee took the premises with the risk and waived all claim for damages that might arise from mining out the coal. The plaintiffs claim under this deed.
On May 27, 1921, the Pennsylvania legislature approved the Kohler Act. The statute forbids the mining of anthracite coal in such way as to cause the subsidence of any structure used as a human habitation. The statute provides exceptions for land where the surface is owned by the owner of the underlying coal and is distant more than one hundred and fifty feet from any improved property belonging to any other person.
The plaintiffs brought a bill in equity to prevent the Pennsylvania Coal Company from mining under their property in such way as to remove the supports and cause a subsidence of the surface and of their house. The Court of Common Pleas found that if not restrained the defendant would cause the damage to prevent which the bill was brought. It denied an injunction, holding that the statute if applied to this case would be unconstitutional.
On appeal the Supreme Court of the State agreed that the defendant had contract and property rights protected by the Constitution of the United States. It held that the statute was a legitimate exercise of the police power and directed a decree for the plaintiffs. A writ of error was granted bringing the case to this Court.
As applied to this case the statute is admitted to destroy previously existing rights of property and contract. The case involves a single private house. The statute ordinarily does not apply to land when the surface is owned by the owner of the coal. The Attorney General of the State, the City of Scranton, and the representatives of other extensive interests were allowed to take part in the argument below and have submitted their contentions here.
The statute purports to abolish what is recognized in Pennsylvania as an estate in land. The question presented concerns mining of coal under streets or cities in places where the right to mine such coal has been reserved.
What formalities are required to create an estate in lands?
The formal requirements match those for creating a servitude of like duration. A deed or will satisfying the statute of frauds is typically necessary for estates of potentially infinite duration.
Supporting sources
Can a servitude burden or benefit an estate in lands?
Yes. A servitude may be created to burden or benefit any estate in land. The servitude attaches to the estate and runs with the land to successive owners.
Supporting sources
How does an estate in lands differ from a mere license?
An estate in lands is a possessory interest that may be transferred or inherited. A license is a personal privilege revocable at will and creates no interest in the land itself.
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Does the phrase 'and her heirs' create a fee simple estate in lands?
Yes. The words 'to A and her heirs' create a fee simple absolute inheritable by both lineal and collateral heirs. Precatory language about purpose does not limit the estate.
Supporting sources
260 U.S. 393 (1922)
…the house. On the other hand the extent of the taking is great. It purports to abolish what is recognized in Pennsylvania as an estate in land — a very valuable estate — and what is declared by the Court below to be a contract hitherto binding the plaintiffs. If we were called upon to deal with the plaintiffs' position alone, we…