92 Neb. 435 | Neb. | 1912
Lead Opinion
George Meisner died intestate. The plaintiff is his widow and the defendants are his children by a former wife. Fourteen years before his death he had selected the northwest quarter of a section of land in Buffalo county as his family homestead, which at the time of his death was worth about $100 an acre, and built a residence thereon of about the value of $9,000. At the time of his death he owned other land adjoining the said quarter section, and other property of the value of more than a half million dollars. The plaintiff and the defendants. by agreement made a division of the real estate, except the said quarter section of land. The plaintiff contended that she was entitled to the quarter section of land selected as their home and dwelling-house and improvements thereon during her life. The defendants contended that, as the home property was of greater’ value than $2,000, they were entitled to have it sold and the proceeds in excess of $2,000 divided among the heirs of the deceased. The parties then entered into an agreement to submit this question to the district court. The terms of their agreement were set out in writing at full length and signed by the parties, but afterwards, for some reason, the defendants declined to voluntarily submit the matter to the district court, insisting that the county court, and not the district court, had jurisdiction thereof, and the
Considering the importance and necessary discussion of the principal question involved, we conclude that the district court was the proper forum without discussion. This conclusion is justified, we think, by our former decisions.
What is a homestead? Is it the present worth of the exemption which the statute allows against the claims of creditors, or is it the family home? Section 6 of the. present homestead law (Comp. St. 1911, ch. 36) requires a creditor, when he seeks to subject a homestead to the payment of his claim, to take an oath “that the value of the homestead exceeds the amount of the homestead exemption.” This is a legislative declaration that the homestead is something more than, and different from, the $2,000 exemption against the claims of creditors. This distinction plainly runs, through all of our legislation. It is emphatically presented in substantially the same words in sections S and 11 of the act.
The first territorial legislature adopted laws from the state of Iowa that fill about 100 pages of the published laws of that session. Among other subjects, it included the subject of execution and exemptions of property. After exempting public property from sale upon execu
By the act of 1875 the exemption of the homestead was continued, with a proviso that the homestead and appurtenances so exempted from forced sale “shall not exceed $2,000 in value” (laws 1875, p. 45, sec. 1), and providing in the sixth section of the act that, if the homestead consists of a house and lot which will not bear division without manifest injury, and the “fair and reasonable rent for the same” will be more than $300 annually, such excess of rental must be paid by the debtor annually until
In 1879 our present statute was enacted. Laws 1879, p. 57. The first section of this act provides that a homestead not exceeding in value $2,000, including the dwelling-house in which the claimant resides, etc., shall be exempt from judgment liens and from execution or forced sale. This section does not attempt to define what a homestead shall be. Its object is to continue the exemption from the claims of creditors and limit that exemption. Section 17 of the act continues the provision for the descent of the homestead. It enlarges the brief provision of section 19 of the previous act. The survivor now takes the title and possession for life, instead of the mere right of occupancy. The heirs of the deceased are declared to inherit the homestead, subject to the life estate of the surviving spouse, just as they would inherit other property of the deceased. The life estate of the surviving spouse and the inheritance of the heirs of the deceased are protected against “any debt or liability contracted by or existing against” the deceased spouse prior to his or her death, “except such as exists or has been created under the provisions of this chapter.” This last clause, of course, refers to mechanic’s lien, mortgages, and the claims of creditors. It is still the “Avhole homestead” that descends. Taxes, liens, mortgages, and claims of creditors, if they exist, may inter
The Avhole body of our legislation upon the subject of homestead so manifestly shows what it is intended shall be the home that descends to the surviving spouse for life that repetition may be justifiable in considering the course of the legislation. Our first legislation upon the subject recognized the existence and importance of the home as it was then identified, and preserved it for the family against all claims of creditors. The same action was taken in the next legislation upon the subject. The next legislation describes the homestead as the “homestead mansion” and 20 acres of land whereon the mansion is situated, together with adjoining land of the value of $500. The homestead thus defined was absolutely exempt. The next legislation limited the exemption “so long as the same shall be owned and occupied by the debtor as such homestead.” The next legislation allowed the homestead to be incumbered by a mortgage “duly executed by the head or heads of a family,” and made it liable to sale upon the foreclosure of such security, but otherwise left it absolutely exempt so long as owned or occupied as a home. And, then, in the act of 1875, the $2,000 limitation on the exemption was introduced into the law of the state, but the legislature was careful to preserve the identity of the homestead as the family home, and provided a way by which the family might keep and occupy the home
Next comes the act of 1877, by which the surviving spouse i-s given the “whole homestead” for life, unless “otherwise disposed of according to law;” that is, unless sold for taxes or for mortgage foreclosure or affected by the statute in regard to claims of creditors. This provision of the act of 1877 is continued in the seventeenth section of the act of the next legislature, which is our present law, as already suggested.
When the Avhole history of our legislation upon the subject is considered, there is no ground for supposing that the legislature intended that, when there were no debts, mortgages or other liens, anything less than the “Avhole homestead” should vest in the surviving spouse for life. There has never been any legislation that would justify the conclusion that, when the husband and wife had established a home and occupied it for years, and the one in- Avhose name the legal title was placed should die, and the home should be of greater value than the present worth of the use of $2,000 for the life of the survivor, the
It is said that the husband holding the legal title may incumber the homestead by confessing judgment, and so compel its sale. And, also, that, when husband and wife have joined in such a conveyance, the proceeds are at the disposal of the owner of the homestead title, and only $2,000 of the proceeds is exempt from levy by creditors; but a court of equity would enjoin the sale upon a judgment fraudulently confessed, and there can be no sale of a homestead without the consent of both husband and wife, which might depend upon the proposed disposition of the proceeds. In Tyson v. Tyson, 71 Neb. 438, it is decided that, “in a contest between the widow and the heirs at law as to the extent of her homestead in suburban lands, she is entitled to a homestead not exceeding 160 acres in area and $2,000 in value.” And in Teske v. Dittberner, 70 Neb. 544, Meek v. Lange, 65 Neb. 783, and Wardell v. Wardell, 71 Neb. 774, and other cases, in some of which perhaps the precise point was not involved, similar expressions have been used. The legal profession and the people of the state are entitled to know the construction that this court intends to put upon important statutes of this nature. It is with exceeding reluctance that we refuse to follow the earlier decisions. This is particularly true when the rule announced in such earlier decisions has become the rule of property. Indeed, it is generally considered that in such cases it is better
We conclude therefore that the decision in Tyson v. Tyson, supra, and similar expressions affecting rights between the surviving spouse and the heirs in Teske v. Dittberner, 70 Neb. 544, Meek v. Lange, 65 Neb. 783, and
The judgment of the district court is reversed and the cause remanded, with instruction to enter a decree in harmony with the views expressed in this opinion.
Reversed.
Concurrence Opinion
concurring.
On or about the 2d day of March, 1909, George Meisner died intestate in Buffalo' county, Nebraska, leaving a widoAV, and the. defendants who are his children by a former marriage. At the time of his death he owned a section of land near Shelton, in that county, 36-10-13, on the northwest quarter of which he and his wife then resided in a dwelling-house stipulated to be of the value of $8,000. They had lived together on this particular quarter about 14 years immediately prior to his death, and this quarter and the dAvelling-house are claimed as the family homestead. The land, exclusive of the dwelling-house, is claimed to have been worth $100 an acre. In addition to this particular section, George Meisner owned many sections in the AÚcinity, and his estate was worth more than a million dollars. By a voluntary agreement the AvidoAV and the heirs made partition of all the real property belonging to said estate except the home place; that is, the northwest quarter of 36-10-13. ' The widow contended that she was entitled to the use of the dAvelling for life, Avith so much of the land upon which it was situated as was necessary and appropriate for the reasonable enjoyment of the same as a home. The other heirs contended that the dwelling itself was of greater value than $2,000, and that they were entitled to. have the same sold, and that, after paying the widow the present value of a life estate in $2,000, they were entitled to have the remainder divided among the heirs. Mrs. Meisner and the heirs entered into an agreement for the submission of the ques
The district court found and decreed: “(1) That the plaintiff has a homestead interest in the premises described in the petition; but that said interest is limited to the use for life of the sum of $2,000. (2) That the present value of the homestead interest in said property is the sum of $1,464. It is further ordered and decreed that the plaintiff’s homestead interest in the premises in the petition mentioned be limited to the right to the use of $2,000 for and during her natural life, the present value of which is the said sum of $1,464; and that she be forever barred and restrained from claiming any further or greater homestead interest therein.” The plaintiff excepted to so much of said finding and decree as limited her .homestead right to the sum of $2,000, and appealed to this court from the judgment rendered.
Whether there is a succession to the surviving spouse implied by the word “homestead” in the present act of 1879 is the question to be determined. We will begin with the consideration of the homestead act of 1879. Laws 1879, p. 57. Section 17 of that act reads: “If the homestead was selected from the separate property of either husband or wife, it vests, on the death of the person from whose property it was selected, in the survivor for life, and afterwards in his or her heirs forever, subject to the power of the decedent to dispose of the same, except the life estate of the survivor, by will. In either case it- is not subject to the payment of any debt or lia
The first legislation on the subject of the homestead in Nebraska was in 1860, when the legislature passed an act contained in 1 Complete Session Laws, p. 648. It is also in Revised Statutes 1866, sec. 525, p. 484. “A homestead, consisting of any quantity of land not exceeding 160 acres, and the dwelling-house thereon and its appurtenances, to be selected by the owner thereof, and not included in any incorporated town, city, or village, or, instead thereof, at the option of the owner, a quantity of contiguous land, not exceeding in amount two lots, being within an incorporated town, city, or village, and the dwelling-house thereon and its appurtenances, owned and occupied by any resident of the territory, being the head of a family, shall not be subject to attachment, levy, or
In Dorrington v. Myers, 11 Neb. 388, the head of the family was a widower. This court said: “When as the head of a family he entered into possession of this homestead, he became vested, so to speak, of a homestead estate therein, which was alienable only by sale or abandonment.” If this be true, then the occupant mentioned could continue indefinitely to occupy the place. This court said in the case cited: “Neither the death of the wife, nor her abandonment of her husband, nor the arrival at full age and departure from the parental roof of all the sons and daughters, Avould have the effect of dismantling the homestead of the protection of the exemption law.”
It will be noticed that the homestead provided for by section 525 of the code of 1866 had no specific value. It was a place to live. There was a limit to the value of the land adjoining the first 20 acres on which the mansion stood, but the “homestead mansion” and the 20 acres
The act of 1860 was still in force on the' 24th of June, 1867, when it was amended by the legislature. The amendment made section 525 of the code of civil procedure of the Revised Statutes of 1866 read: “A homestead, consisting of any quantity of land not exceeding 160 acres, and the dwelling-house thereon and its appurtenances, to be selected by the owner thereof, and not included in any incorporated city or village, or, instead thereof, at the option of the owner, a quantity of contiguous land not exceeding two lots, being within an incorporated town, city, or , village, * * * or in lieu of the above, a lot or parcel of contiguous land not exceeding 20 acres, being, within the limits of an incorporated town, city, or village, the said parcel or lot of land not being laid off into streets', blocks, and lots, owned and occupied by any resident of the state, being the head of a family, shall not be subject to attachment, levy, or sale upon execution or other process issuing out of any court in the state so long as the same shall be owned and occupied by the debtor as such homestead. This section shall be deemed and construed to exempt such homestead in the manner aforesaid, as well after as before the death of the debtor, and in the event of the death of the debtor the estate in such homestead shall de
By the act of February 25, 3875, there came into existence for the first time that provision that the homestead should not exceed $2,000 in _value. It reads as folIoavs: “The family homestead of each head of a family, consisting of any quantity of land not exceeding 160 acres, and the dAvelling-house thereon and its appurtenances, shall be exempt from attachment, levy, or sale upon execution or other process issuing out of any court in the state, so long as the same shall be owned and oc
The act of 1875 heretofore mentioned was repealed by the act of 1879, along with the act of 1877, and it is the act of 1879 which remains to be discussed. In all the statutes referred to in which there is a limitation upon the exemption of $2,000, it is against creditors, and not against the survivor. The failure to express the same limitation upon the succession would seem to indicate that it Avas not the intention of the legislative body to impose this limitation in the matter of succession. The legislature has very carefully provided for a means to subject the excess of the value of the homestead above $2,000 to the payment of any judgment that may be rendered. Notiiing is said about a $2,000 homestead. It is just simply a homestead to which -“the survivor for life” succeeds. If the legislature had intended that only
Section 1, ch. 49, laws 1907, enacts: “When any person shall die, leaving a husband or wife surviving, all the real estate of which the deceased was seized of an estate of inheritance * * * shall descend subject to * * * the rights of homestead.” It would seem that there is no conflict, between this statute covering the succession of heirs of descendants and the law of 1879 relating to homesteads. The statute is intended as a complete protection to the family against the right of arbitrary domination by the husband or wife who happens to hold the title to the homestead estate. This is the direct provision of section 4 of the act of 1879, and the same idea was fully expressed in section 3 of the act of 1877. Section 4 of the act of 1879 reads: “The homestead of a married person cannot be conveyed or encumbered unless the instrument
This record does not involve the rights of the creditors. It deals with the rights of inheritance of the heirs at law as against the widow. In Galligher v. Smiley, 28 Neb. 189, Chief Justice Reese, delivering the opinion of this court, said: “In its inception a homestead is a parcel of land bn which the family resides, and which is to them a home.” In Palmer v. Sawyer, 74 Neb. 108, the definition of Judge Reese was quoted with approval.
In Palmer v. Sawyer, supra, this court held that the man who had acquired a homestead estate during the subsistence of a family relationship was entitled to occupy the premises after the family relationship had been broken up by death and removal. In that case Albert Palmer purchased the land in controversy in the year 1898, and at that time was a widower with three minor children living with him upon the premises. One of the children died and two moved away, so that the father was left alone in the possession and occupancy of the premises. A judgment was rendered against him, and an execution was levied on the land, and there was a proceeding to enjoin the sale. The question to be determined was whether the plaintiff was entitled to claim the property as his homestead. The court held the “head of the family” to include “every person who has residing on the premises with him or her, and under his care and maintenance, either: (1) His or her minor child, or the minor child of his or her deceased wife or husband.” This court then recites section 17, and in connection with the two
Except where it is narrowed by the qualification implied by the term “exemption,” the word “homestead” is used in the act of 1879 in its popular sense to designate a parcel of land on lohich the family resides. The section under consideration enables the creditor to reach the surplus above $2,000. That section, therefore, is for the benefit of the creditor, as well as for the benefit of the head of the family who claims the “homestead exemption.” It would seem that a consideration of the entire act makes it clear that the legislature intended the limit tation of value to apply only in favor of creditors, and not to a homestead succession to the heirs or devisees. The court is authorized, on the petition of the creditor, to order a sale by execution only when the land “exceeds in value the amount of the homestead exemption,” and prohibits the receiving of any bid “unless it exceeds the amount of the homestead exemption.” There can be no sale unless there is such excess. By section 12 the sum to
The former acts were repealed, and, when the legislature of 1879 drew up a permanent form of the homestead law, it used the word “homestead” in creating an absolute disqualification of the husband or wife from whose property it was selected to encumber or alienate the home
It is contended that because this court in the case of Tyson v. Tyson, 71 Neb. 438, rendered a decision in conflict with the doctrine announced, therefore the will of the legislature should be ignored, and that an inadvertent mistake should bind the court in the future to a doctrine by which the surviving wife or husband is to be put
It will be noticed that there is a difference between this case and the Tyson case. (1) In the Tyson case there was, in addition to the consideration of any homestead claim, the claim that “the said Mary Ella Tyson is entitled to clower interest, in said land to the extent of one-third thereof, and is entitled to have the same set aside.” This was alleged in the petition as above quoted. It was also stated in the opinion that “the prayer is for the appointment of three persons to set off the homestead and dower of the plaintiff by metes and bounds.” (2) In the instant case there is no claim of dower. The fact that dower and homestead, and the support of $35 a month were all claimed out of this estate of 156 acres no doubt tended to confuse the issues, and perhaps to cloud the minds of all connected with the case. In the Tyson case, it was said in the body of the opinion: “This court held, as we have seen, that, in order to oust the jurisdiction of the county court, the right of' the applicant must be disputed by presenting an issue of fact which, if established by proof, would defeat her claim, and such issue must be one which the county court by its organization is unable to try.” It would seem to be absurd that, if the law ousts the jurisdiction of the county court, there should be any contention that it presented a different question
The learned commissioner who writes the opinion follows up his first mistake with a second one. He proceeds to discuss the section relating to the exemption of $2,000 from judgment liens, and fails to reason upon the subject. He writes: “But it will not be claimed that, in a case of that kind, the surviving spouse would take a life estate in the excess by virtue of the homestead act. * * * Neither are we able to see that the surviving spouse has any greater rights when the claimant of the excess is an heir of the deceased instead of a creditor.” What the learned commissioner says is a mere dictum. Perhaps the idea of the commissioner who wrote the opinion is derived from the fact that he may have supposed the contention made was not supported by the pleadings. One of the contentions was that a widow not owning a residence suitable to her condition in life might remain in the dwelling-house of her husband so long as she remained a widow without being chargeable with rent. He held this was not supported by the pleadings.
We are now met with a statement that, because of this opinion, this court shall continue to stand where all are agreed that it is wrong to stand. It is urged as a reason why the mistake made in Tyson v. Tyson should stand is that it has been the accepted idea of the bar and the judges for a number of years that the $2,000 exemption applied as well to the survivorship as to the creditor. It is said that it will make a change in the rule of property rights, and that there will be sufferers in consequence of it. The answer to that is that the woman who lives to be an old woman and loses her husband seldom marries again. The same is true of the man who lives to be an old man. It is the exception when he marries again. There is no reason that the heirs are likely to be crowded out, because at the death of the survivor the heirs go into full possession of the property. The survivor rarely has many years to live. We are all inclined to' overestimate the
The present value of Mrs. Meisner’s homestead interest is found to be $1,464. She does not. get this sum, because it is only the use of a $2,000 interest in the homestead that she gets, and, when she dies, the heirs of the deceased hold the property free and divested of any claim she may have.once had. The interest on the present value, therefore, is all she may safely count on. Six per cent, on 81,464, the present value, would give her $87.84 per annum. The smallness of the matter is quite apparent from a consideration of the insignificance of this sum. From this it would seem that eai’ly in the history of the people of our state they passed a law which guaranteed to the
The judgment of the district court should be reversed.
Dissenting Opinion
dissenting.
I am unable, to concur in the majority opinion, for the following reasons:
The contest in this case is between plaintiff and the daughters of deceased by a former Avife. At the time of his death, Mr. Meisner was the owner of the northwest quarter of section 36, township 10, range 13, in Buffalo county, worth, exclusive of the buildings, $16,000. He had erected thereon a dwelling-house of the value of $9,000. For 14 years prior to his death, this dwelling and quarter section of land had been occupied by Mr. Meisner and plaintiff as their home. At the time of his death, he left other lands of the agreed value of $531,088. By an agreement entered into between plaintiff and the daughters, a division of all of the lands, other than the quarter section inferred to, has been agreed upon. It has also been agreed between them that plaintiff shall take the quarter section in controversy at an agreed valuation of $25,000, and account for the same under the decision to be rendered in this case; that is to say, she is to be given credit for the value of her homestead' interest a-s found by the court, and account for all in excess thereof
“Section 1. A homestead not exceeding in value $2,000, consisting of the dwelling-house in which the claimant resides, and its appurtenances, and the land on which the same is situated, not exceeding 160 acres of land, to be selected by the owner thereof, and not in any incorporated city or village, or, instead thereof at the option of the claimant, a quantity of contiguous land, not exceeding two lots within any incorporated city or village, shall be exempt from judgment liens, and from execution or forced sale, except as in this chapter provided.”
“Section 17. If the homestead was selected from the separate property of either husband or wife, it vests, on the death of the person from whose property it was selected, in the survivor for life, and afterwards in his or her heirs forever,'subject to the power of the decedent to dispose of the same, except the life ©state of the survivor, by will. In either case it is not subject to the payment of any debt or liability contracted by or existing against the husband and wife, or either of them, previous to or at ■the time of the death of such husband or wife, except such as exists or has been created under the provisions of this chapter.”
Succinctly stated, the question is: Does the $2,000 limitation, expressed in section 1, apply to exemptions against creditors alone, or does it also apply to the right of succession under the provisions of section 17? It is argued with great force by counsel for plaintiff that the language used in the different sections of the act indicate that the legislature had in mind what might be termed two homesteads — one, the actual homestead, and the other, the homestead which could be held as against creditors— and that the $2,000 limitation applies only to the latter.
In Meek v. Lange, 65 Neb. 783, suit ¿was brought to recover damages for the breach of an executory contract, made by the husband without the assent of his wife, for the sale of the homestead. In the syllabus it is held that an executory contract for the sale of the family homestead, to which the wife is not a party, is invalid, and its nonperformance does not furnish a basis for recovery of damages for the loss of the bargain. On page 788, speaking through Mr. Commissioner Hastings, it is said: “Doubtless, in case of bad faith, or where the action of defendant has caused special damages, a right of action would arise for such injury. But it would seem entirely inconsistent
Upon the third hearing of Teske v. Dititberner, 70 Neb. 544, the last tAvo paragraphs of the syllabus read:
“(10) A parol agreement made by the husband with a third party to devise property embraced within a homestead, like an agreement to convey the reversionary estate, is in conflict with the provisions of the homestead act and is not specifically enforceable, even though substantial performance of the contract by the promissee may have taken place.
“(11) When such an agreement includes other land than that included within the homestead, the contract may be specifically enforced except as it affects the homestead property.”
In the opinion, on page 550, it is said: “In speaking-of the homestead, avc Avish to be understood as having reference to that part of the real estate in controversy which consists of the dwelling-house, in which the promisor, Frederick Teske, and his family, at the time, resided, and its appurtenances and the land on which the same are situated, not exceeding 160 acres in area, nor $2,000 in value.” Here again this court, in a case where the question of the rights of creditors Avas not involved, limited the homestead to the dAvelling-house and its appurtenances, and the land on which the same are situated, not exceeding 160 acres in area, “nor $2,000 in value,”
In Wardell v. Wardell, 71 Neb. 774, the third paragraph of the syllabus reads: “A homestead exemption is by the law of this state limited to the value of $2,000, and
In Jerdee v. Furbush, 115 Wis. 277, 279, 281, the court had before it the question of the rights of a grantee of a homestead under a conveyance made without the wife’s signature. In the opinion the court say: “We cannot at this late day decide that as a new question. If it were otherwise, a different result of this appeal might occur tlian the one we have decided upon.” The opinion then cites and comments upon two prior decisions of the court, and. adds: “The law has thus stood for nearly a quarter of a century, and whether the court’s construction of the statute Avas right or Avrong it must now be considered the laAv the same as if the idea involved Avere literally expressed in the statute. It relates to property. It has become, by the lapse of time, a rule of property, which, by Avell-settled principles, can only be rightly changed by legislative enactment.” In conclusion the court say: “It folloAvs from Avhat has been said that (naming the two
Our former holdings, together with a similar and statewide construction of the act by the district courts for more than 30 years, should set the matter at rest. I am unwilling at this late day to disturb that which for so many years has been considered settled. I therefore conclude that the limitation of |2,000, expressed in section 1, is not restricted to exemptions against creditors, but also applies to the right of succession under the provisions of section 17, and insist that a construction of a statute, established by a line of former decisions of this court, uniformly followed by the district courts, and long acquiesced in by the bar, should not, ordinarily, be disturbed, even though the court, as subsequently constituted, might have placed a different construction upon such statute, if before it for the first time.