Property — US Study Note
Acquisition, Estates, Future Interests, Concurrent Ownership, and Conveyancing — a comprehensive exam-focused guide to US Property law
01. Overview
Property law in the United States is among the most technically demanding subjects on any bar examination. It requires mastery of doctrines that span centuries of common-law development, many of which were transplanted from English feudal land law and then adapted — sometimes radically — to suit the conditions of a new republic with a continental frontier. The modern American law of property comprises six broad areas that the bar examinee must command in tandem:
- Acquisition — how ownership is first established, whether by capture and first possession, by adverse possession, or by government grant.
- Estates and future interests — the system of present and future possessory interests carved from the fee simple, governed by rules of construction and the Rule Against Perpetuities.
- Concurrent ownership — joint tenancy, tenancy in common, and tenancy by the entirety; the rights and duties among co-owners.
- Landlord-tenant — the leasehold estates and the modern overlay of implied warranties and statutory tenant protections.
- Servitudes — easements, profits, real covenants, and equitable servitudes binding successors in title.
- Recording acts and conveyancing — the mechanics of transferring title and the role of the public record in resolving priority conflicts.
This note traces each of these areas from historical foundations through controlling doctrine, landmark authority, and the particular analytical traps that regularly appear on bar and law-school examinations.
---
02. Historical Development
American property law begins in colonial land grants. The proprietary colonies — Pennsylvania, Maryland, and others — operated under grants from the Crown to a lord proprietor, who then distributed land to settlers. The early Pennsylvania cases that appear in the first volumes of United States Reports reflect this reality directly. The Lessee of the Proprietary v. Ralston (1773), 1 U.S. 18, and The Lessee of Hyam and others v. Edwards (1759), 1 U.S. 1, are ejectment actions turning on the validity of colonial grants and the sufficiency of survey descriptions — procedural and substantive questions simultaneously, because the writ of ejectment then required the plaintiff to establish a superior possessory title.
The same colonial backdrop pervades Bethel v. Lloyd and others (1759), 1 U.S. 2, and The Lessee of Richardson v. Campbell (1764), 1 U.S. 10, both of which concern title disputes requiring courts to construe the terms and boundaries of early land patents. These cases illustrate the paramount importance of the original grant in American land law: unlike England, where ancient feudal tenure could be implied, American title chains ultimately reach back to a sovereign grant — colonial, state, or federal.
After independence, the new states faced the task of converting proprietary and Crown grants into a coherent republican land system. Pennsylvania cases such as Penn's Lessee versus Hartman (1795), 2 U.S. 230, and Penn's Lessee v. Klyne (1805), 4 U.S. 346, litigated the validity and priority of grants made by the Penn family proprietors against competing claims arising under state authority. The federal government, acquiring the Northwest Territory and subsequently vast tracts in the South and West, created the public land survey system and a statutory framework for disposition of public lands — the foundation of the modern recording and conveyancing system.
Throughout the nineteenth century, state legislatures and courts systematically reformed the most arcane features of common-law property: they largely abolished the destructibility of contingent remainders, modified the Rule Against Perpetuities, and codified landlord-tenant obligations. By the mid-twentieth century, the American Law Institute's Restatement of Property (1936–1944) and later the Restatement (Third) of Property: Servitudes (2000) provided influential doctrinal synthesis. The Uniform Law Commission promulgated the Uniform Disposition of Community Property Act, the Uniform Residential Landlord and Tenant Act (URLTA), and related model legislation that many states have adopted in whole or in part.
---
03. Core Principles
First Possession and Acquisition by Capture
The foundational rule of acquisition is first possession: ownership attaches to the person who first reduces a thing to possession. For wild animals, this principle was at issue in early case law reflecting John Locke's labour theory of property — the idea that one acquires property by mixing labour with a res nullius. A hunter who mortally wounds a fox does not thereby acquire title if a stranger intercepts and captures it; actual dominion is required. This rule rewards certainty and ease of administration, though it may seem harsh to the industrious pursuer.
Estates in Land
American law inherited the English system of estates: the fee simple absolute (potentially infinite duration), the fee tail (abolished in most states), the fee simple determinable (terminates automatically on a stated event), the fee simple subject to condition subsequent (terminates only on the grantor's election to re-enter), the fee simple subject to executory limitation (shifts to a third party on a stated event), and the life estate.
Future interests correspond to these present estates: reversion and possibility of reverter remain in the grantor; remainder (vested or contingent) and executory interest vest in third parties. The classification of a future interest is not merely taxonomic — it determines whether the interest is destructible, assignable, devisable, and subject to the Rule Against Perpetuities.
The Rule Against Perpetuities (RAP)
The common-law RAP provides: No interest is good unless it must vest, if at all, not later than twenty-one years after some life in being at the creation of the interest. The RAP applies to contingent remainders, executory interests, and certain powers of appointment. Vested remainders (subject only to open) are also subject to the RAP's wait-and-see sub-rules in most modern statutory versions.
Many states have adopted the Uniform Statutory Rule Against Perpetuities (USRAP), which provides a 90-year wait-and-see period as an alternative to the common-law rule. A growing minority of states — the so-called "dynasty trust" jurisdictions — have abolished or severely curtailed the RAP for trusts, enabling potentially perpetual accumulation.
Concurrent Ownership
Three forms of concurrent ownership persist at common law: (1) joint tenancy, characterised by the four unities (time, title, interest, possession) and the right of survivorship; (2) tenancy in common, which requires only the unity of possession and passes by will or intestacy; and (3) tenancy by the entirety, available only to spouses, immune from individual creditors, and severable only by divorce, death, or joint conveyance.
A joint tenant may unilaterally sever the joint tenancy by conveying her interest to a third party or, in many states, to herself, converting the estate to a tenancy in common and defeating survivorship.
Adverse Possession
A possessor who satisfies the required elements — actual, open and notorious, exclusive, hostile (under claim of right), and continuous for the statutory period — acquires title as against the record owner. The doctrine serves the twin policies of quieting title and penalising owners who sleep on their rights.
Landlord-Tenant
The leasehold estates — tenancy for years, periodic tenancy, tenancy at will, and tenancy at sufferance — impose both common-law and statutory duties. Most jurisdictions now recognise an implied warranty of habitability in residential leases. Landlords generally retain a duty to mitigate upon tenant abandonment.
Servitudes
An easement is a non-possessory interest in another's land. It may be appurtenant (benefitting a dominant estate) or in gross (personal to the holder). Easements arise by express grant, reservation, implication, necessity, or prescription. Real covenants (enforceable at law for damages) and equitable servitudes (enforceable in equity by injunction) bind successors when the requirements of writing, intent, touch and concern, and notice are met.
Recording Acts
Recording acts resolve priority conflicts between competing claimants. The three types — race, notice, and race-notice — determine whether a subsequent bona fide purchaser (BFP) prevails over an earlier unrecorded interest.
---
04. Statutory Framework
Federal Statutes
- The Statute of Frauds (as incorporated into state codes): Interests in land must be evidenced by a writing signed by the party to be charged; part performance and estoppel are equitable exceptions.
- The Uniform Residential Landlord and Tenant Act (URLTA) (1972, revised 2015): Adopted by approximately 25 states; codifies habitability duties, security deposit limits, notice requirements, and tenant remedies.
- The Uniform Statutory Rule Against Perpetuities (USRAP) (1990, with 2010 amendments): Provides the 90-year wait-and-see alternative to common-law RAP.
- The Uniform Disposition of Community Property Act and related community property legislation: Governs marital property in the nine community-property states (Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, Wisconsin).
State Recording Acts
Every state has a recording act establishing a grantor-grantee index (and sometimes a tract index) and specifying the type of recording act in force. Courts construing these acts have consistently held that only interests in "real property" — not mere personal-property licences — trigger recording-act protection.
Relevant Federal Case Law on Land Patents and Public Land Statutes
The federal government's disposition of the public domain was governed by the Land Ordinance of 1785, the Northwest Ordinance of 1787, and a succession of federal land acts. In KEMPE'S LESSEE v. KENNEDY ET AL. (1809), 9 U.S. 173, the Supreme Court addressed title derived from a royal grant and the extent to which state courts could adjudicate such titles after the Revolution — an early statement on the relationship between sovereign land grants and subsequent state authority. Patterson v. the United States (1817), 15 U.S. 221, similarly concerned the priority of federal patent title against competing state-law claims, confirming that a federal patent, once issued, conveys superior title.
In WILLIAMS v. UNITED STATES (1890), 137 U.S. 113, the Court addressed a federal land grant and the obligations that flow from it, reinforcing the principle that the United States, as sovereign grantor, retains no residual interest once a valid patent issues.
---
05. Landmark Cases
The Lessee of the Proprietary v. Ralston (1773), 1 U.S. 18 One of the earliest recorded American property decisions, this ejectment action required the court to determine whether a grant from the Penn proprietorship conveyed a valid legal estate. The case established that the sufficiency of a sovereign or proprietorial grant is measured by its terms and the survey description — vague or inconsistent grants are strictly construed against the grantor. The decision is foundational for the principle that American title chains must be traceable to a valid original grant.
Bethel v. Lloyd and others (1759), 1 U.S. 2 This early ejectment case, adjudicated under colonial Pennsylvania practice, illustrates the centrality of documentary title in colonial land law. The lessee plaintiff was required to produce or account for the original deed or grant. The case demonstrates how the burden of proof in ejectment — and by extension in modern quiet title actions — lies on the plaintiff to establish superior title.
Penn's Lessee versus Hartman (1795), 2 U.S. 230 Here the court confronted competing claims under Penn family grants and subsequent state grants made after the Revolution. The court's analysis of the priority between proprietary and state-authority grants foreshadows the later distinction between "wild deed" and "chain-of-title" problems in recording-act analysis: a deed outside the chain of title provides no constructive notice to a subsequent purchaser.
Penn's Lessee v. Klyne (1805), 4 U.S. 346 This decision further refined the scope of constructive notice under an early recording act. The court held that a subsequent purchaser who records without actual notice of a prior unrecorded conveyance takes free of it — an early articulation of the bona fide purchaser doctrine that underlies all modern recording act analysis.
Pemberton's Lessee v. Hicks (1799), 4 U.S. 145 This ejectment action addressed the quantum of title required to prevail at common law. The court confirmed that the plaintiff in ejectment must show a legal right to possession superior to that of the defendant — mere equitable title is insufficient at common law, though equity will protect it.
Pleasants, Adm'tor, versus Pemberton, Adm'trix (1793), 2 U.S. 196 A significant early decision on the capacity of estates to hold and convey property interests. The court considered whether an administrator's conveyance of estate property was effective to pass title, touching on the principle that title passes only if the grantor has authority to convey — a rule operative in both the law of estates and in the law of trusts.
CAVENDER v. CAVENDER (1885), 114 U.S. 464 The Supreme Court here construed a testamentary grant and the remainder interests created by it, addressing whether a contingent remainder had vested. The Court's analysis of the conditions for vesting — whether the remainder is vested subject to divestment or genuinely contingent — reflects the core doctrinal distinction that governs RAP analysis.
Longstreth v. Pennock (1874), 87 U.S. 575 This case concerned the construction of a conveyance and whether language in a deed created a fee simple or a life estate with a remainder. The Court applied the principle that grants are construed in favour of the grantee and against the grantor, and that surplusage in a deed does not defeat an otherwise clear conveyance. This is the "repugnancy" or "grant favoured" canon of deed construction.
Cecil's Lessee versus Lebenstone (1786), 2 U.S. 95 An early adverse possession case in substance, requiring the court to determine whether the defendant's long-continued possession of land under colour of title had ripened into a possessory right superior to the plaintiff's documentary title. The court's analysis of the continuity and openness of possession prefigures the modern statutory elements of adverse possession.
GAGE v. KAUFMAN (1890), 133 U.S. 471 The Supreme Court addressed the enforceability of a restrictive covenant in equity, considering whether a covenant "running with the land" bound a successor purchaser with notice. This decision is an important early statement of the equitable servitude doctrine in the federal courts, requiring that the burden run only when the successor takes with actual or constructive notice.
PEPER v. FORDYCE (1886), 119 U.S. 469 This case addressed the requirements for a valid deed and the extent to which a defective acknowledgment affects the recording-act protection available to a subsequent purchaser. The Court held that a deed improperly acknowledged is not entitled to be recorded and, if recorded, does not give constructive notice — a point of significant importance in bar examinations on recording acts.
UNITED STATES v. PRIDGEON (1894), 153 U.S. 48 Addressing a federal land grant, the Court held that a patent issued to a person who was ineligible under the applicable land statute was voidable but not void, and that a purchaser from the patentee without notice of the ineligibility took good title. This is an important application of the bona fide purchaser doctrine at the federal level.
Hall v. Law (1880), 102 U.S. 461 The Court here construed a conveyance involving a condition subsequent, holding that forfeiture clauses are strictly construed and that, absent an unambiguous right of re-entry, a court will not find a condition subsequent. The decision reinforces the principle that the law disfavours forfeiture.
Edwards v. Tanneret (1870), 79 U.S. 446 A landlord-tenant case in which the Supreme Court addressed the effect of a tenant's holding over after the expiration of a lease for years. The Court confirmed the common-law rule that a landlord may elect to treat the holdover as a trespasser or as a periodic tenant, and that the landlord's acceptance of rent creates a new periodic tenancy on the same terms as the original lease.
EVANS & Another v. PIKE (1886), 118 U.S. 241 In this case, the Court addressed priority between successive grantees, applying the applicable recording act to determine which party had constructive notice of the earlier conveyance. The decision confirms the fundamental principle that recording gives constructive notice to all the world.
Davison's Lessee v. Bloomer (1785), 1 U.S. 123 An early ejectment action in which the validity of a conveyance under a power of attorney was in dispute. The court held that a deed executed under a power of attorney is effective only if the power was properly authorised and, where the power has been recorded, whether the recording gave constructive notice. The case is an early illustration of the agency-in-conveyancing problem.
Edgar's Lessee v. James Robinson, Jr., and William Robinson (1793), 4 U.S. 114 This decision addressed competing titles under state and colonial grants, requiring the court to determine which chain of title was superior. The case is notable for early articulation of the "shelter rule": a person who takes from a bona fide purchaser acquires the same protection against prior unrecorded interests, even if the taker itself had notice.
---
06. Doctrinal Analysis
First Possession: The Capture Doctrine
The capture doctrine raises immediate questions about what counts as sufficient possession. American courts have generally required actual physical control or a very high degree of certain capture (e.g., mortal wounding with the hunter in hot pursuit and the animal within the hunter's power). Labour alone is insufficient — the rule is clear and administrable but admits of criticism on fairness grounds (see §07 below).
Estates and Future Interests: Construction Problems
The most demanding doctrinal exercise in estates and future interests is classification. Consider the grant "To A for life, then to B if B survives A, but if B does not survive A, to C." B holds a contingent remainder (subject to the condition of survival); C holds an alternative contingent remainder. Both are subject to the RAP. Are they certain to vest within lives in being plus 21 years? Because A is a life in being and B and C's interests must vest (or fail) at A's death — which is measured by A's life — they are certain to vest or fail within A's life. The RAP is satisfied.
The most notorious RAP traps are the fertile octogenarian (a woman assumed capable of childbearing regardless of age), the unborn widow (the measuring life's future spouse is not a life in being), and the administrative contingency problem (where an interest is contingent on an event — e.g., probate closing — that could conceivably occur beyond 21 years after all lives in being).
Concurrent Ownership: Severance and Partition
A joint tenant who wishes to terminate the right of survivorship may sever by conveying to a stranger or, in most modern jurisdictions, by conveying to herself through a strawman or a self-conveyance. Severance converts the estate to a tenancy in common. Partition — either voluntary (partition by agreement) or judicial (partition in kind or partition by sale) — is the co-owner's tool for ending concurrent ownership altogether. Courts disfavour partition by sale except where partition in kind is impracticable or would be inequitable.
In Carlisle et ux. v. Cunningham (1784), 1 U.S. 81, an early case on the rights of spouses in jointly held property, the court considered whether a conveyance by one spouse alone could defeat the other's interest in a tenancy by the entirety — confirming that it cannot, because unity of person was then the theoretical basis of the estate.
Landlord-Tenant: Modern Overlay
The common law treated the lease primarily as a conveyance. The tenant took the premises "as is" and assumed all risk of defects — the doctrine of caveat lessee. The twentieth-century reform movement rejected this approach, and most states now recognise an implied warranty of habitability in residential leases, typically codified in URLTA-derived statutes. The tenant's remedies for breach include rent withholding, repair-and-deduct, rent abatement, and, in extreme cases, constructive eviction (which requires actual abandonment).
In Edwards v. Tanneret (1870), 79 U.S. 446, the Court's affirmation of the holdover rule illustrates how the landlord-tenant relationship is shaped by election and acceptance: the landlord's choice of remedy at holdover is determinative of the new tenancy's character.
Servitudes: Running at Law vs. Equity
The distinction between a real covenant (running at law) and an equitable servitude (running in equity) remains analytically important, even as the Restatement (Third) of Property: Servitudes has urged merger. For a burden to run at law, the traditional requirements are: (1) intent; (2) touch and concern; (3) privity of estate (both horizontal — between original covenanting parties — and vertical — between each party and its successor); and (4) notice. For an equitable servitude, horizontal privity is dispensed with, but notice (actual, constructive, or inquiry) is required.
GAGE v. KAUFMAN (1890), 133 U.S. 471, is a useful authority for the proposition that a restrictive covenant will be enforced in equity against a successor with notice, without the need to establish the full privity chain required at law.
Recording Acts: Chain of Title
The three types of recording act require careful distinction:
- Race statute: The first to record prevails, regardless of notice. (Few states retain this form.)
- Notice statute: A subsequent BFP without notice of a prior unrecorded instrument prevails. Recording is irrelevant to priority; it merely fixes constructive notice for those who come later.
- Race-notice statute (majority): A subsequent BFP must both record first and take without notice of the prior instrument.
PEPER v. FORDYCE (1886), 119 U.S. 469, and Penn's Lessee v. Klyne (1805), 4 U.S. 346, both support the proposition that defective or unrecorded instruments do not give constructive notice, so that a subsequent purchaser without actual notice is protected by the recording act.
Chain-of-title problems — wild deeds, deeds from a common grantor recorded before the grantor acquired title, and deeds recorded after the grantor conveyed — require careful analysis of the grantor-grantee index mechanics.
Adverse Possession: The Hostile Element
The most litigated element of adverse possession is hostility (or claim of right). Two competing views dominate: (1) the objective test (the possessor's use is inconsistent with the owner's rights, regardless of subjective intent); and (2) the good-faith/aggressive trespass split — some jurisdictions require the possessor to believe in good faith that the land is hers, while others require the possessor to know she lacks title but assert it nonetheless. Most modern statutes adopt an objective approach.
Cecil's Lessee versus Lebenstone (1786), 2 U.S. 95, while pre-dating the full articulation of these tests, requires the court to assess the character and continuity of possession — the essential factual predicate that underlies every adverse possession analysis.
---
07. Debates & Criticism
First Possession: Labour Theory vs. Social Utility
The capture doctrine has attracted sustained academic criticism. Carol Rose (Property and Persuasion, 1994) argues that the first-possession rule is really a rule of communication: possession is a social act, and ownership attaches to those who signal their claim clearly enough to others. The rule thus rewards certain forms of labour while ignoring others. Scholars in the progressive property tradition (Gregory Alexander, Eduardo Peñalver, Property and Community, 2010) argue that the exclusive focus on first possession ignores the community's pre-existing claims to resources, and urge a social-obligation norm in which ownership carries affirmative duties as well as rights.
The Rule Against Perpetuities: Abolition and Its Critics
The rise of the dynasty trust and the wholesale repeal of the RAP in Delaware, South Dakota, Alaska, and other jurisdictions has generated fierce academic debate. Supporters of repeal argue that the RAP is a technical trap for unwary drafters and that modern trust administration makes perpetual trusts benign. Critics — most prominently Professors Jesse Dukeminier and James Krier — argued that the RAP performs a vital social function in preventing the concentration of wealth in perpetual family dynasties and ensuring that property circulates in the market. Dukeminier's proposed reform (wait-and-see with cy pres reform) was adopted by USRAP but has itself been criticised as insufficiently protective.
Landlord-Tenant: Habitability and Rent Control
The implied warranty of habitability has been praised as the most significant reform in twentieth-century property law. Critics from the law-and-economics tradition (e.g., Richard Posner) have warned that it may reduce the housing supply by making low-cost housing unprofitable, leading to market exit by landlords. Rent control, adopted by several cities and states, has attracted similar objections: economic theory suggests it reduces long-run supply and creates misallocation, though empirical evidence is contested.
Adverse Possession: Normative Tensions
The adverse possession doctrine sits uneasily with the Takings Clause of the Fifth Amendment (as applied to the states through the Fourteenth Amendment). If adverse possession is a form of state-sanctioned taking, should it require compensation? Most courts and commentators have rejected this argument on the ground that the owner's failure to act defeats any reasonable investment-backed expectation, but the debate has been reinvigorated by Hernando de Soto's work on informal property regimes and by empirical studies of squatter communities.
Servitudes: The Restatement (Third) Merger
The Restatement (Third) of Property: Servitudes (ALI, 2000) advocates collapsing real covenants and equitable servitudes into a single category governed by uniform rules, including a relaxed touch-and-concern requirement (replaced by a rule that covenants are enforceable unless unreasonable). Not all courts have adopted this approach, and commentators such as Susan French (the Reporter for the Third Restatement) and critics like Stewart Sterk have debated whether the merger creates more uncertainty than it resolves.
---
08. Comparative Perspective
England and Wales
English land law underwent statutory codification in 1925 (the Law of Property Act 1925, the Land Registration Act 1925, replaced in 2002 by the Land Registration Act 2002). The English system dramatically simplified the permitted legal estates to two: the fee simple absolute in possession and the term of years absolute. All other estates are equitable and must be held behind a trust. The Rule Against Perpetuities in England was substantially reformed by the Perpetuities and Accumulations Act 2009, which replaced the common-law rule with a single 125-year perpetuity period. The English land registration system, now near-universal for registered land, uses a title number system rather than the American grantor-grantee index.
Civil Law Jurisdictions
Civilian systems (France, Germany, Louisiana, Quebec) do not recognise the fee tail, the system of future interests, or the Rule Against Perpetuities in its common-law form. Instead, they use "reserved portions" (réserve héréditaire in French law) to prevent perpetual concentration of family wealth. Easements exist in civilian systems but are typically categorised as servitudes prediales (praedial servitudes) with different requirements for creation and extinction.
Community Property States
Nine US states — Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, and Wisconsin — follow community property principles, under which property acquired during marriage is presumptively owned equally by both spouses. This contrasts with the common-law separate property system (augmented by elective share statutes) in the remaining 41 states.
---
09. Essay Approach
Constructing a Property Essay Answer
Step 1: Identify the type of interest at stake. Is the question about acquisition, a present estate, a future interest, a concurrent ownership problem, a landlord-tenant dispute, a servitude, or a recording-act priority?
Step 2: Spot the threshold issue. In estates questions, the first threshold is classification: what precise estate has the grantor created? Use the exact language of the conveyance. Remember the preference for the fee simple: if a deed uses the word "heirs" (at common law) or any language of inheritance (modernly), a fee simple is presumed.
Step 3: Apply the RAP (if required). State the common-law RAP precisely. Identify the measuring lives (lives in being at the creation of the interest). Ask: is there any possibility, however remote, that the interest might vest outside the period? If so, the interest is void. Check whether the applicable jurisdiction has adopted USRAP, and apply the 90-year wait-and-see period if so.
Step 4: Address all parties. In concurrent ownership and landlord-tenant questions, every party's rights and duties must be analysed. Do not omit the landlord's duty to mitigate or the tenant's duty to pay rent in a holdover scenario.
Step 5: Recording acts — identify the statute type first. State whether the jurisdiction uses a race, notice, or race-notice act. Then apply it to the facts: is the subsequent purchaser a BFP? (Valuable consideration; no actual, constructive, or inquiry notice of the prior conveyance.) Did the subsequent purchaser record?
Step 6: Adverse possession. Run through each element in order: actual, open and notorious, exclusive, hostile, continuous, for the statutory period. Address tacking and disabilities where the facts suggest them.
Sample Essay Roadmap — Recording Acts
O conveys Blackacre to A. A does not record. O then conveys the same land to B, a purchaser for value who has no knowledge of the O-to-A conveyance. B records promptly. Under a notice statute: B prevails over A because B is a BFP without notice and no recording is required. Under a race-notice statute: B prevails only if B also recorded before A (which B did here). B prevails. Under a race statute: B prevails because B recorded first, regardless of notice.
---
10. Exam Traps
1. Fee simple determinable vs. fee simple subject to condition subsequent. The language of the limitation determines which estate is created, not the label. "So long as," "while," "during," and "until" create a fee simple determinable with an automatic reverter. "But if," "on condition that," and "provided that" create a fee simple subject to condition subsequent requiring the grantor to exercise a right of re-entry. Hall v. Law (1880), 102 U.S. 461, confirms that forfeiture clauses are strictly construed: when language is ambiguous, courts prefer the condition subsequent (and thus no automatic forfeiture).
2. RAP: The unborn widow and fertile octogenarian. These are the classic traps. If a grant says "to my son A for life, then to A's widow for life, then to A's children living at the widow's death," the remainder in A's children may be void under the common-law RAP because A's "widow" might be someone not yet born (and thus not a life in being). Work through the worst-case scenario systematically.
3. Joint tenancy severance by one joint tenant. A joint tenant who conveys to herself or to a third party severs the joint tenancy. But a mortgage (in lien-theory states, the majority) does not sever because it conveys only a security interest, not title. In title-theory states, a mortgage may sever. Know your theory before you apply it.
4. Landlord's duty to mitigate — not universal. Most modern jurisdictions impose a duty on the landlord to mitigate after tenant abandonment, but a minority (and the traditional common-law rule) allows the landlord simply to let the premises sit idle and sue for rent as it falls due. Know which rule the tested jurisdiction applies.
5. Recording acts — the BFP requirement. A donee — someone who takes without paying value — is never a BFP and receives no recording-act protection. Recording acts protect only purchasers for value. A devisee under a will is not a purchaser for value.
6. Wild deed problem. A deed recorded outside the chain of title — for example, recorded by a grantor before the grantor acquired title from the common grantor — does not give constructive notice in most jurisdictions. The subsequent purchaser searching the grantor-grantee index in the ordinary way would not find it.
7. Adverse possession: tacking. A possessor may tack her period of possession to that of a predecessor in privity (e.g., by deed or descent). But privity is required: a mere squatter who ousts a prior adverse possessor cannot tack.
8. PEPER v. FORDYCE and defective acknowledgment. A deed with a defective acknowledgment that is nonetheless recorded does not give constructive notice under most recording act statutes: PEPER v. FORDYCE (1886), 119 U.S. 469. If the jurisdiction's recording act requires proper acknowledgment as a condition of recordation, an improperly acknowledged deed, even if physically placed in the register, is treated as unrecorded.
9. Easement by implication vs. easement by necessity. These are distinct doctrines. An easement by implication arises from a prior use that was apparent and continuous and is reasonably necessary. An easement by necessity requires strict necessity (no other access) and a common grantor. Do not conflate them.
10. Concurrent ownership — creditors. In a tenancy by the entirety, a creditor of only one spouse cannot reach the property. In a joint tenancy, a creditor who obtains a judgment against one joint tenant may be able to levy execution, which severs the joint tenancy and converts it to a tenancy in common — thereby defeating the other joint tenant's survivorship right.
---
11. Q&A
Q1. O conveys "to A and her heirs, but if A ever uses Blackacre for commercial purposes, O may re-enter." What estate does A hold? What interest does O retain?
A holds a fee simple subject to condition subsequent (FSSCS). The language "but if … O may re-enter" is the paradigmatic language of a condition subsequent. O retains a right of re-entry (also called power of termination). The FSSCS does not terminate automatically; O must actually exercise the right of re-entry. Contrast a fee simple determinable: had the grant said "to A and her heirs so long as Blackacre is never used for commercial purposes," A would hold a fee simple determinable and O would hold a possibility of reverter — with automatic termination on commercial use. Hall v. Law (1880), 102 U.S. 461, confirms that ambiguous forfeiture language is construed as a condition subsequent.
Q2. T and U are joint tenants of Greenacre. T conveys her interest to X. What is the state of title?
T's conveyance severs the joint tenancy as between T's (now X's) interest and U's interest. X and U hold as tenants in common. X holds a one-half undivided interest; U holds the other half as a tenant in common with X. U's survivorship right against T has been extinguished by severance.
Q3. O conveys Blackacre "to A for life, then to A's children who reach age 25." A is alive and has one child B, aged 2. Is the remainder valid under the common-law RAP?
The remainder is contingent (on reaching age 25) and is therefore subject to the RAP. The measuring life must be a life in being. A is a life in being, but A could have more children after the grant is made (afterborn children). Could an afterborn child of A fail to reach 25 more than 21 years after A's death? Yes: A could die when an afterborn child is 3, and that child might not reach 25 for 22 more years — exceeding the 21-year period. The remainder is therefore void under the common-law RAP. Under USRAP, the wait-and-see period of 90 years would almost certainly save the interest in practice.
Q4. L and T enter a two-year lease of an apartment. The lease expires; T remains in possession and pays another month's rent, which L accepts. What is T's status?
T is a holdover tenant. L had an election: to treat T as a trespasser (and pursue ejectment and damages) or to treat T as a new periodic tenant. L's acceptance of rent creates a periodic tenancy — in most jurisdictions, a month-to-month tenancy (the period of the last rent payment). Edwards v. Tanneret (1870), 79 U.S. 446, confirms this analysis. The periodic tenancy continues until either party gives proper notice of termination (typically one full period's notice).
Q5. O sells Blackacre to A, who records. O then sells to B (a stranger who pays value and has no notice of A). B records. Who prevails under (a) a notice statute, (b) a race-notice statute?
(a) Under a notice statute, A prevails. A recorded before B purchased. B had constructive notice of A's prior recorded deed when B took title. B is not a BFP because B had constructive notice.
(b) Under a race-notice statute, same result: A recorded first and B had constructive notice. B is not protected.
Now change the facts: O sells to A (who does not record), then to B (value, no notice). B records. Under a notice statute, B prevails (BFP without notice). Under a race-notice statute, B also prevails (BFP without notice, recorded first). EVANS & Another v. PIKE (1886), 118 U.S. 241, and Penn's Lessee v. Klyne (1805), 4 U.S. 346, both support the proposition that recording gives constructive notice to all subsequent parties.
Q6. What is the "touch and concern" requirement for running covenants, and has it been modified?
At common law, both the burden and the benefit of a real covenant must "touch and concern" the land — that is, they must affect the parties as landowners and not merely in their personal capacities. A covenant to pay dues to a homeowners' association has been held to touch and concern the land because it relates to the use and maintenance of the development. The Restatement (Third) of Property: Servitudes replaces the touch-and-concern inquiry with a test of reasonableness: a servitude is enforceable unless it is illegal, violates public policy, or imposes a burden on land that is unreasonable under the circumstances. Many courts have not yet adopted the Third Restatement approach; bar examinations typically test the traditional rule.
---
12. Further Reading
Primary Texts and Treatises
- **Dukeminier, Krier, Alexander & Schill, Property (9th ed., Wolters Kluwer)** — The leading American property casebook; authoritative on estates, future interests, and the RAP.
- **Stoebuck & Whitman, The Law of Property (3d ed., West)** — The standard one-volume treatise; indispensable for conveyancing, recording acts, and servitudes.
- **Berger & Johnstone, Cases and Materials on Property (7th ed.)** — Strong on landlord-tenant and concurrent ownership.
Restatements and Uniform Acts
- Restatement of Property (American Law Institute, 1936–1944)
- Restatement (Second) of Property: Landlord and Tenant (ALI, 1977)
- Restatement (Third) of Property: Servitudes (ALI, 2000)
- Uniform Statutory Rule Against Perpetuities (Uniform Law Commission, 1990/2010)
- Uniform Residential Landlord and Tenant Act (Uniform Law Commission, 1972/2015)
Academic Articles
- Carol Rose, "Possession as the Origin of Property," 52 U. Chi. L. Rev. 73 (1985) — Essential reading on the first-possession doctrine.
- Jesse Dukeminier, "The Uniform Statutory Rule Against Perpetuities: Ninety Years in Limbo," 34 UCLA L. Rev. 1023 (1987) — The leading critique of USRAP from the drafter's perspective.
- Susan French, "Toward a Modern Law of Servitudes: Reweaving the Ancient Strands," 55 S. Cal. L. Rev. 1261 (1982) — The intellectual foundation of the Third Restatement.
- Hernando de Soto, The Mystery of Capital (Basic Books, 2000) — Challenges adverse possession doctrine from a development-economics perspective.
Bar Preparation
Examinees should ensure they can: (1) draw the full estate-and-future-interest classification chart from memory; (2) apply the RAP quickly under both the common-law rule and USRAP; (3) identify the recording act type from a statutory excerpt and apply it on altered facts; and (4) run through all five adverse possession elements in sequence. Pennsylvania and early federal cases such as Penn's Lessee v. Klyne (1805), 4 U.S. 346, Pemberton's Lessee v. Hicks (1799), 4 U.S. 145, and CAVENDER v. CAVENDER (1885), 114 U.S. 464, illustrate how courts resolve ambiguous conveyances and recording-act disputes in practice — close reading of these decisions rewards the serious student.