ESTATE IN REMAINDER

4 definitions found across Law Mind sources

ESTATE IN REMAINDERAuthored
The Law Mind • 1470 words
Definition
An estate in remainder is a future interest in real property that is created simultaneously with a present possessory estate, in the same instrument, and that is designed to take effect in possession immediately upon the natural expiration of that prior estate. The person who holds a remainder interest — the remainderman — does not possess the property now, but holds a present legal interest entitling them to possession when the preceding estate ends by its own terms. To illustrate: if a grantor conveys land "to A for life, then to B," A holds a life estate (the particular estate) and B holds an estate in remainder. When A dies, B's interest ripens into full possession without any further act by the grantor. Two features distinguish the remainder from other future interests. First, it is carved from the same grant and the same instrument that creates the particular estate. Second, it waits for that particular estate to expire naturally — it cannot cut short or divest the prior estate. A future interest that can divest a prior estate before its natural end is an executory interest, not a remainder. ---
Common Confusion
REMAINDER vs. REVERSION: A remainder is granted to a third party; a reversion is what the grantor (or the grantor's heirs) retains when the particular estate ends and no remainder has been granted to anyone else. Both are future interests, but their origins differ. A grantor who conveys "to A for life" with no further words retains a reversion; if the conveyance reads "to A for life, then to B," B holds a remainder and the grantor retains nothing (assuming A's life estate plus B's remainder exhaust the fee). REMAINDER vs. EXECUTORY INTEREST: Under the Rule in Shelley's Case and its abolition in most jurisdictions, and under the Statute of Uses, future interests that would spring up or shift to cut off a prior estate were classified as executory interests rather than remainders. The distinction matters in older title research because the two future interests were subject to different rules of alienability, destructibility, and contingency. ---
Core Elements
For a future interest to qualify as an estate in remainder, the following structural requirements must be satisfied: 1. PRIOR PARTICULAR ESTATE: A freehold estate of limited duration — most commonly a life estate, but historically including fee tail — must be created by the same instrument in the same transaction. 2. SAME INSTRUMENT, SAME SUBJECT: The remainder and the particular estate must arise out of the same conveyance or grant and must concern the same parcel or subject of property. 3. NATURAL EXPIRATION REQUIREMENT: The remainder is designed to take effect immediately upon the ordinary, natural termination of the particular estate. It does not accelerate into possession prematurely and cannot divest the prior estate. 4. NO INTERVENING GRANTOR INTEREST: The grantor must have parted with the entire remaining fee to the remainderman. If the grantor retained anything beyond the particular estate, what the grantor holds is a reversion, not a remainder. ---
Recognized Forms
/SUBTYPES VESTED REMAINDER: A remainder held by an ascertained person, with no condition precedent to its taking effect other than the natural expiration of the particular estate. A vested remainder is a present property right, alienable and devisable. CONTINGENT REMAINDER: A remainder that is either held by an unascertained person (e.g., "the heirs of B," when B is still living) or is subject to a condition precedent beyond mere survival of the particular estate. Under common law rules, a contingent remainder could be destroyed if the particular estate ended prematurely before the contingency was satisfied — a trap with significant title consequences in older deeds. VESTED REMAINDER SUBJECT TO OPEN (CLASS GIFT): A vested remainder held by at least one ascertained member of a class, but where additional members may yet qualify to share. The class remains open until it closes by rule or by the instrument's terms. VESTED REMAINDER SUBJECT TO TOTAL DIVESTMENT: A remainder vested in an ascertained person but subject to a condition subsequent that could strip it away entirely. ---
Why It Matters in Research
This term sits at the intersection of feudal property doctrine and modern future-interests law, and researchers should navigate it with attention to three persistent traps. DESTRUCTIBILITY DOCTRINE: At common law, a contingent remainder was destroyed if the particular estate ended before the contingency was satisfied. Most American states abolished the destructibility rule by statute during the nineteenth and twentieth centuries, but the rule remains relevant to construing pre-abolition instruments. When reviewing deeds or wills from the nineteenth century or earlier, researchers must identify whether the jurisdiction had abolished destructibility at the date of conveyance. RULE AGAINST PERPETUITIES: Contingent remainders and vested remainders subject to open are both subject to the Rule Against Perpetuities. Vested remainders are not. Correct classification of the subtype is therefore essential to RAP analysis. The Uniform Statutory Rule Against Perpetuities and various state wait-and-see reforms have substantially modified the traditional common law RAP, but older instruments must still be tested under the law in effect at the time of creation. TERMINOLOGY DRIFT IN HISTORICAL SOURCES: Older treatises and cases — including many the historical dictionaries cite — use "remainder" loosely to cover what modern doctrine would classify as executory interests. Researchers working with instruments drafted before the clear post-Statute of Uses taxonomy became settled should not assume that a document's use of the word "remainder" reflects the technical modern distinction between remainders and executory interests. CORPUS CONNECTIONS: Estate in remainder connects directly to life estates, fee tails, and the doctrine of merger (which could collapse a remainder into the prior estate under certain conditions). It also connects to constructional questions about class gifts, to trust drafting where the remainder beneficiary receives corpus after an income interest, and to charitable remainder trusts — which use the vocabulary but are governed by a substantially different body of tax and trust law. ---
Historical Dictionary Support
The historical sources converge on the core structural definition with notable consistency. Both editions of Black's Law Dictionary draw directly on Fearne's treatise on Contingent Remainders and Blackstone's Commentaries, defining an estate in remainder as one limited "to take effect in possession, or in enjoyment, or in both . . . immediately after the regular expiration of a particular estate of freehold previously created together with it, by the same instrument." Burrill adds useful texture: "where any estate is derived by grant out of a larger one, an ulterior estate immediately expectant on that which is so derived being, at the same time, granted away by the original owner." This framing — that the remainder is expectant on the prior derived estate — helpfully emphasizes the dependency relationship between the two interests. Rapalje & Lawrence offer no independent definition, directing the reader elsewhere, which signals that by the late nineteenth century the term was treated as sufficiently established to need no original treatment. What the historical dictionaries collectively underemphasize is the subtype taxonomy. They acknowledge the vested/contingent distinction in passing but do not develop vested remainders subject to open or the interaction of remainder doctrine with the Rule Against Perpetuities in any systematic way. Fearne's treatise, which the dictionaries cite as authority, remains indispensable for researchers who need to engage with that analysis in pre-twentieth-century sources. ---
Jurisdictional Note
Virtually all American jurisdictions have abolished the common law rule of destructibility of contingent remainders, but the timing of abolition varies. A small number of states retain modified forms of the Rule Against Perpetuities rather than adopting the Uniform Statutory Rule, affecting how contingent remainders in older instruments must be evaluated. Researchers working on title chains or will constructions from before the mid-twentieth century should verify the specific abolition date and RAP reform history of the relevant jurisdiction before applying modern doctrine. ---
Encyclopedia Cross-Reference
property_6: Future Interests — Remainder (Vested, Contingent, Subject to Open) — The Law Mind Property Law Encyclopedia estates_110: Classification of Future Interests — Remainders, Reversions, Executory Interests, and Powers of Termination — The Law Mind Trusts, Estates & Probate Encyclopedia estates_127: Charitable Estate Planning — Charitable Remainder Trusts, Charitable Lead Trusts, and Donor-Advised Funds — The Law Mind Trusts, Estates & Probate Encyclopedia ---
Related Terms
Remainder (vested) — Remainder (contingent) — Remainder subject to open — Life estate — Particular estate — Reversion — Executory interest — Fee tail — Rule Against Perpetuities — Destructibility of contingent remainders — Merger (property) — Remainderman — Future interest — Charitable remainder trust — Rule in Shelley's Case — Statute of Uses
ESTATE IN REMAINDERmain
Black's Law Dictionary • 1891
An es- tate limited to take effect in possession, or in enjoyment, or in both, subject only to any term of years or contingent interest that may intervene, immediately after the regular ex- piration of a particular estate of freehold previously created together with it, by the same instrument, out of the same subject of property. 2 Fearne, Rem. § 159; 2 Bl. Comm. 163; 1 Greenl. Cruise, Dig. 701. A spe-
ESTATE IN REMAINDERmain
Rapalje & Lawrence • 1888
- See
ESTATE IN REMAINDERmain
Burrill's Law Dictionary • 1867
An estate limited to take effect, and be enjoyed, after another estate is determined. 2 Bl. Com. 163. Cruise's Dig. tit. xvi. ch. 1, sect. 2. 2 Crabb's Real Prop. 959, § 2323. An estate in remainder is where any estate is derived by grant out of a larger one, an ulterior estate immediately expectant on that which is so derived being, at the same time, granted away by the original owner. The latter interest is called the particular has been declared to be a tenancy in common, unless expressly declared to be in joint tenancy; but every estate vested in executors or trustees, as such, shall be held by them in joint tenancy. 1 N. Y. Rev. St. [727], 721, § 44. See Joint tenancy.

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