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Rules of Construction: Legal Boundaries



        By Jeff N. Lucas, JD, PLS, Esq.


        What are the Rules of Construction, and why                   Other jurisdictions always allow extrinsic evidence in
        do we need to know about them? The Rules of                   to explain the conveyance and the interpretation of the
        Construction are court-made rules that have been               deed description if there is a controversy. This is for
        developed over the centuries for the interpretation             the simple fact that the act of describing on paper the
        of legal documents. The courts use them when the                location of dirt that exists on the ground is born in
        interpretation of a document is confusing,                       ambiguity and imbued with uncertainty.
        uncertain, ambiguous, or in conflict.                              Legal descriptions have been written by all
        The rules were probably first                                          manner of people with or without the
        developed to help interpret                                            necessary skills to do so, and with or
        the English common law                                                  without surveying information to aid the
        as handed down by the                                                   process. This may or may not have given
        King’s Bench and later to                                                rise to the de minimus rule—de minimus
        interpret the law as it became more codified. Today the courts   non curate lex—the law does not concern itself with trivialities.
        use the rules to interpret legislation and other codified law,   Surveyors, on the other hand, always want to know “how close
        along with contracts and other legal documents such as deeds.    is close enough?” The courts never ask that question because
        For our discussion, we are primarily focused on the legal   it’s irrelevant.
        description contained within a deed. If nothing else, the   The number one rule for the interpretation of deeds is to find the
        retracement surveyor should be an expert at interpreting legal   intent of the grantor and (as some courts have said) to a lesser
        descriptions and the rules are essential to that endeavor.    extent the grantee. In other words, intent is king but if intent is
        Deeds and contracts have many similarities, but they are treated   king then ambiguities are the keys to the kingdom. When the
        differently when being interpreted by the courts. Contracts,   intent of the conveyance is confusing, uncertain, ambiguous, or
        for example and as a general rule, are strictly construed. This,   in conflict, extrinsic evidence and the rules for construing the
        in and of itself, is a rule of construction. The words will be   words used must be employed to solve the conflict.
        given their plain meaning and extrinsic evidence (things that   To my knowledge, there is no exhaustive list of all the Rules
        exist outside the four corners of the document), such as parol   of Construction, but they often arise in boundary dispute
        evidence, will not be considered. The courts seem to pride   cases, and some of them are already familiar  to you. Our
        themselves on interpreting contracts and will not let the parties   so-called  “superiority  of  calls”  are  simply  court-made  Rules
        to the transaction tell the court what they think the contract   of Construction (i.e., natural monuments are superior to
        terms mean if the court can figure it out on its own vis-a-vie   artificial monuments which are superior to bearings distances
        the Rules of Construction.                              and acreage). Just because a deed does not close doesn’t mean

        Deeds,  on  the  other  hand,  are  liberally  construed.  In  some   it can’t be surveyed. There’s a rule for that as well. In my next
        jurisdictions a conservative approach is first taken, but if there   column we will consider that rule and a few others.
        is an ambiguity that is encountered then extrinsic evidence will      About the Author:
        be allowed to help with the interpretation. This is where we          Jeff Lucas is an attorney and land surveyor
        learn of the two types of ambiguity. The first and most obvious       in private practice in Birmingham, AL. He
        is a “patent ambiguity,” on the face of it the deed is ambiguous.     is an author, columnist, lecturer, seminar
        An example would be a description that doesn’t close giving           presenter, and continuing education provider.
        rise to more than one interpretation.
                                                                His monthly newsletter, The Lucas Letter, deals with legal issues
        The other type of ambiguity is referred to as a “latent   and the practice of  surveying. More information can be found at
        ambiguity,” not existing within the deed itself. A latent   www.lucasandcompany.com
        ambiguity often shows itself when there is an attempt to locate   This article was reprinted with permission from Jeff Lucas and
        the property on the ground through surveying activity and the   XYHT Magazine. The original publication can be found at
        ambiguity is encountered, thus ushering in extrinsic evidence   https://www.xyht.com/education/rules-of-construction/.
        to explain or solve the ambiguity. In many cases parol evidence
        is the determining factor, but all too often it is ignored by the
        retracement surveyor.


                                         EMPIRE STATE SURVEYOR / VOL. 59 • NO 1/ 2023 • JANUARY/FEBRUARY   17
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