Peddy v. MontgomeryPeddy v. Montgomery
James R. Owen, of Owen & Ball, Bay Minette, for appellant.
Norborne C. Stone, Jr., Bay Minette, for appellee.
SHORES, Justice.
This is an appeal from a summary judgment granted in favor of the defendant-appellee denying specific performance of an alleged contract for the sale of real estate between A. N. Peddy (purchaser) and Bessie K. Montgomery (seller). The central issue is the constitutionality of
Appellant contends that
“Except where one or more of the exceptions noted in the statute exist, a deed is void which is executed by a wife without the assent and concurrence of her husband being manifested in the manner prescribed. [Citations Omitted].” Edwards v. Edwards, 259 Ala. 374, 376, 66 So. 2d 919, 921 (1953).
Contracts made by the wife for the sale of her lands without the concurrence of the husband at the time the contract is made are also void because of this statute. Obermark v. Clark, 216 Ala. 564, 114 So. 135 (1927). This defense is raised by appellee, seller, in the instant case.
This section contains the only statutory provision left in the law of Alabama limiting the right of a married woman to contract.
Appellee contends that not only is the statute constitutional, but that the issue need not be reached because the appellant did not properly raise the issue, and because he lacks standing.
Appellee argues that the constitutional question was not properly before the court, because the appellant amended his complaint to include the allegation that
A motion to strike under
The appellee also contends that the appellee also contends that the appellant lacks standing to test the constitutionality of
We, therefore, turn to the constitutional question presented. There is no dispute that
Any doubt about whether the
“. . . According to our constitution, `All men are created equal;’ and the word `man’ includes persons of both sexes. Then, the wife is the peer and equal of the husband in all her great rights of life, liberty, and the pursuit of happiness. —Const.Ala.1867, Art. 1, § 1; Rev.Code, § 1; Const.U.S. XIV Amend. § 1. . .” O‘Neal v. Robinson, 45 Ala. 526, 534 (1871)
If, therefore,
No great purpose would be served in restating the status of married women at common law as regards real estate owned by them. That has been done. See Holt v. Agnew, 67 Ala. 360, 364, 365 (1880), where Chief Justice Brickell said:
“By the common law, husband and wife were regarded as but one person, for many purposes. The legal existence of the wife was lost, or, as most often expressed, merged in that of the husband. She was without capacity to contract, and had not the administration of her property. By the marriage, if she was seized of an estate of inheritance, the husband became seized thereof, taking the rents and profits during their joint lives, and, by possibility, during his life. . . . Her chattels real passed to the husband, who had power to sell, assign, or make other disposition of them, at pleasure. . .”
The foregoing was true, not only in Alabama, but in most, if not all, of the other states. In 1839, Mississippi passed the first of the Married Women‘s Property Acts, and other states rapidly followed. This legislation was designed to remove many of the severe disabilities placed on married women by the common law. The first of a series of such laws was enacted in Alabama in the 1840‘s. L. Kanowitz, Sex Roles in Law and Society (1973). These acts had for their purpose securing to married women their separate estates, and generally provided, insofar as material to this discussion, that under certain circumstances a married woman could go into chancery to have herself declared a “free-dealer” which, in turn, allowed her to purchase and hold property in her own name as if she were a femme sole.
In the interim between 1846, when the first of the married women‘s property acts was enacted in Alabama, and 1887, when such legislation took on its present form, Alabama acquired a new constitution. The Constitution carried the following provision for the first time:
Article XIV, Section 6, recites:
“The real and personal property of any female in this State, acquired before marriage, and all property, real and personal, to which she may afterwards be entitled by gift, grant, inheritance, or devise, shall be and remain the separate estate and property of such female, and shall not be liable for any debts, obligations and engagements of her husband, and may be devised or bequeathed by her, the same as if she were a femme sole.”
In Holt v. Agnew, supra (1880), Chief Justice Brickell, said of this provision of the 1868 Constitution:
“. . . For twenty years before the present provision was introduced into the constitution, the statutes had enlarged the capacity of married women to take and hold property, and had abrogated the common law rights of the husband to the estate, real or personal, of the wife. The purpose of the constitution was the prevention by legislative enactment of a restoration of the common law, and the preservation of the enlarged capacity of the wife. . . .” (67 Ala. at 365)
Although many states enacted statutes similar to
The purpose of the Married Women‘s Property Act as first enacted in Alabama has been described by Justice Peters of this court, writing in 1871, O‘Neal v. Robinson, supra. His discussion concerned a predecessor statute which required not only that the husband join in the conveyances but, as to the homestead, the wife‘s signature be separately acknowledged, and in addition, two witnesses were required to witness her signature. All of these statutory requirements were met in that case, except that the two witnesses did not appear on the wife‘s mortgage of her homestead. Justice Peters said:
“Doubtless these precautions were imposed in order to make the security of the wife‘s statutory separate estate as great as possible. The wife being, in a greater or less degree, in the power of the husband. . . both by the precepts of the church and the maxims of the law, it was intended to furnish her with the highest possible security against fraud and deception, and against that unfriendly domination of the husband over her and her estate which experience has long taught legislators and statesmen has of-tenest proved detrimental to her estate, in spite of all her feeble resistance, as well as all her prayers and tears. . .
“. . . There is a wide protective force in the presence of two attesting witnesses that is altogether taken away by a mere formal acknowledgment, which may be wholly the effect of a constraint against which the wife has no protection.. . .
“. . . Just where the wife needed the presence of two attesting witnesses, one of whom, at least, might have been selected amongst her own intelligent friends, who could have aided her with proper advice, the two witnesses are altogether left out. I do not say this to cast any suspicion upon the honesty of this transaction. But the law is intended to
provide for the protection of the wife. This would not be needed, unless she was presumed to be sometimes weak, ignorant, or overpowered. . . .” (45 Ala. at 533, 536)
This court has continued to recognize that this legislation was based upon the presumption that the husband is the dominant party to the marriage. In Smith v. Smith, 245 Ala. 420, 421, 17 So. 2d 400, 401 (1944), Justice Bouldin, writing for the court, said of this statute:
“This statute recognizes the function of the husband in safeguarding the wife against imposition, etc. So in all normal situations the husband is presumed to be the dominant party in transactions, inter vivos, with the duty to shield the wife against oppressive dispositions of her property . . .”
The court, in that opinion, noted, however, that:
“Since our married woman‘s laws have given her an independent status in the ownership, use and enjoyment of her property, her rights to her own earnings, to engage in business, as well as the exercise of full political rights unknown at common law, it may be said the lawful domination of the husband is much changed, and his dominance in fact as a matter of common observation is not so universal as in other days. . . .” (245 Ala. at 421, 17 So. 2d at 400.)
Although the purpose of this legislation was to protect the wife, and “not limit her power of alienation,” Newman v. Borden, 239 Ala. 387, 194 So. 836 (1940), the issue is reduced to whether it is constitutionally permissible when its effect is to treat married women, in dealing with their separate property, different from all other adult persons. Single women, divorced women, widowed women and all men are free to transact business, contract, and alienate property, free of all legislative restraints. Only married women are perceived to require restrictions on one of such rights, i.e., alienation of their property, theoretically to protect them against their own actions. In the exercise of all other rights, they are as unrestricted as all other adults.
In addressing this issue, we are not called upon to decide whether all legislation which contains a so-called “gender-based classification,”2 violates the constitution, either of this state or of the United States. We decide only the issue before us, i.e., whether the provision of
The United States Supreme Court has dealt with gender related classifications contained in various statutes within the last few years. In Reed v. Reed, 404 U.S. 71, 92 S. Ct. 251, 30 L. Ed. 2d 225 (1972), that court held that an Idaho statute which gave a mandatory preference to males over females to act as administrators of estates violated the equal protection clause of the constitution. In Frontiero v. Richardson, 411 U.S. 677, 93 S. Ct. 1764, 36 L. Ed. 2d 583 (1973), the issue was whether the Due Process Clause of the
In Stanton v. Stanton, 421 U.S. 7, 95 S. Ct. 1373, 43 L. Ed. 2d 688 (1975), Mr. Justice Blackmun, writing for a majority of the court, held that a Utah statute establishing that minority for males extended to age twenty-one and for females to age eighteen was a violation of the equal protection clause. The argument that “. . . `. . . it is the man‘s primary responsibility to provide a home . . .’ . . . that `it is a salutary thing for him to get a good education and/or training before he undertakes those responsibilities,’ . . . that `girls tend generally to mature . . before boys’ . . . and that `they generally tend to marry earlier‘.” (95 S.Ct. at 1376) was rejected, the court observing:
“. . . No longer is the female destined solely for the home and the rearing of the family, and only the male for the marketplace and the world of ideas. See Taylor v. Louisiana, 419 U.S. 522, 535, n.17, 95 S.Ct. 692, 700, 42 L.Ed.2d 690 (1975).4 Women‘s activities and responsibilities are increasing and expanding. Coeducation is a fact, not a rarity. The presence of women in business, in the professions, in government and, indeed, in all walks of life where education is a desirable, if not always a necessary antecedent, is apparent and a proper subject of judicial notice. If a specified age of minority is required for the boy in order to assure him parental support while he attains his education and training, so, too, it is for the girl. To distinguish between the two on educational grounds is to be self-serving . . .” (95 S.Ct. at 1378)
Similarly, in Frontiero, supra, the court discussed one of the arguments raised unsuccessfully in Reed, supra (but which was not brought out in the Reed opinion):
“. . . Moreover, appellee argued that the mandatory preference for male applicants was in itself reasonable since `men [are] as a rule more conversant with business affairs than . . . women.’ Indeed, appellee maintained that `it is a matter of common knowledge, that women still are not engaged in politics, the professions, business or industry to the extent that men are.’ And the Idaho Supreme Court, in upholding the constitutionality of this statute, suggested that the Idaho Legislature might reasonably have `concluded that in general men are better qualified to act as an administrator than are women.‘” (411 U.S. at 683, 93 S.Ct. at 1768).
This argument, too, was rejected by the court.
In the instant case, the appellee argues that to hold that the challenged statute violates the Constitution of this state would be to destroy “. . . the basic concepts of the common law ownership of real property and the right and prerogative of our legislature to govern that part of our social
To this latter assertion, we can only reply that
Nor are we persuaded that the legislature has the unbridled authority to govern all aspects of our social and economic life. That legislative discretion is limited by the Constitution to the enactment of laws which do not deny to persons of this state the equal protection of the laws. To hold that all conveyances of a wife‘s land, or any interest therein, must, to be valid, carry the signature of her husband, is to deny to a married woman rights which are freely exercised by every other adult person, male or female, in Alabama. To justify such a holding on the legal presumption that all married women are incapable of dealing with their own land, without the guidance of their husbands, is to ignore the realities of life as we know it.
We hold that
“. . . means, and was intended to guarantee to each citizen, all the rights or privileges which any other citizen can enjoy or possess. . . . As this general equality is thus expressly asserted and guaranteed as one of the fundamental rights of each citizen, it would seem to be clear, that the power to destroy this equality must be expressly given, or arise by clear implication, or it can have no legal existence. . . .”
There is no provision of the Constitution which would permit the legislature to deny to married women rights possessed by all other adults. Its authority to do so must be found in that document, and cannot rest upon an ancient myth that married women are presumed to be more needful of protection of their own interests than other adults, male or female.
The judgment of the trial court is reversed and the cause remanded.
REVERSED AND REMANDED.
MADDOX, FAULKNER, JONES, EMBRY and BEATTY, JJ., and SIMMONS, Supernumerary Circuit Judge, sitting by designation of the Chief Justice, concur.
BLOODWORTH and ALMON, JJ., dissent.
ALMON, Justice (dissenting):
The court today in construing the State and Federal Constitutions has set a precedent which, if properly adhered to, will inevitably lead to the unconstitutionality of every law regulating marital property rights which treats husband and wife differently or treats the husband or wife differently from single persons.
After this decision, a wife may convey her separate property free of any marital encumbrance. On the other hand, the husband cannot convey his separate real property without encumbrance, unless the wife is willing to join the conveyance, because of the wife‘s potential dower interest in his estate.
The court has rendered its decision without addressing the issue of whether the husband and wife classifications are based on criteria reasonably related to a proper legislative objective. The
The United States Supreme Court has dealt with gender related classifications and the degree to which courts should defer to the decision of the legislature in a number of cases within the last few years. In Frontiero v. Richardson, 411 U.S. 677, 93 S. Ct. 1764, 36 L. Ed. 2d 583 (1973), the issue was whether the Due Process Clause of the
“. . . [W]e can only conclude that classifications based upon sex, like classifications based upon race, alienage, or national origin, are inherently suspect, and must therefore be subjected to strict judicial scrutiny. Applying the analysis mandated by that stricter standard of review, it is clear that the statutory scheme now before us is constitutionally invalid.” Id. at 688, 93 S.Ct. at 1771.
However, the plurality analysis of Justice Brennan has never received a majority vote.
In Geduldig v. Aiello, 417 U.S. 484, 94 S. Ct. 2485, 41 L. Ed. 2d 256 (1974), the issue was whether “the California disability insurance program invidiously discriminates against Jaramillo and other similarly situated by now paying insurance benefits for disability that accompanies normal pregnancy and childbirth.” Id. at 492, 94 S.Ct. at 2490. Mr. Justice Stewart, writing for a majority of the Court, held that the Equal Protection Clause did not require the inclusion of normal pregnancies.
“. . . Particularly with respect to social welfare programs, so long as the line drawn by the State is rationally supportable, the courts will not interpose their judgment as to the appropriate stopping point. `The Equal Protection Clause does not require that a State must choose between attacking every aspect of a problem or not attacking the problem at all.‘” Id. at 495, 94 S.Ct. 2491.
In Stanton v. Stanton, supra, the Court held that a Utah statute establishing that minority for males extended to age twenty-one and for females to age eighteen was a violation of the Equal Protection Clause. In doing so, the Court declined to specify the appropriate standard of review.
“We find it unnecessary in this case to decide whether a classification based on sex is inherently suspect. . . .” Id. at 13, 95 S.Ct. at 1377.
“We . . . conclude that under any test—compelling state interest, or rational basis, or something in between—§ 15-2-1 in the context of child support, does not survive an equal protection attack. In that context, no valid distinction between male and female may be drawn.” Id. at 17, 95 S.Ct. at 1379.
To further understand what is an impermissible discrimination based on sex, I propose that the recent United States Supreme Court cases may be separated according to the purpose of the statute in question:
1. Statutes which discriminate for the purpose of developing a social welfare program may be upheld. See Geduldig v. Aiello, supra, where benefits for a normal pregnancy were excluded from a state disability insurance program.
2. Statutes which discriminate for the purpose of giving an economic preference to females over males may be upheld. See Kahn v. Shevin, 416 U.S. 351, 94 S. Ct. 1734, 40 L. Ed. 2d 189 (1974), where widows, but not widowers, were given a $500.00 exemption from property taxation; and Schlesinger v. Ballard, 419 U.S. 498, 95 S. Ct. 572, 42 L. Ed. 2d 610 (1975), where female naval officers were accorded a thirteen year tenure of commissioned service before mandatory discharge for want of promotion, while male officers who were twice passed over for promotion but who might have less than thirteen years of commissioned service were mandatorily discharged.
3. Statutes which discriminate for the purpose of administrative convenience are probably unconstitutional. See Reed v. Reed, 404 U.S. 71, 92 S. Ct. 251, 30 L. Ed. 2d 225 (1971) where a male seeking letters of administration was given a preference over a female; Frontiero v. Richardson, supra, where a male Air Force officer‘s wife was presumed to be a dependent while a female Air Force officer‘s husband was required to be a dependent in fact; and Weinberger v. Weisenfeld, 420 U.S. 636, 95 S. Ct. 1225, 43 L. Ed. 2d 514 (1975) where a part of the Social Security Act provided benefits to a widow with minor children, but not to a widower with minor children.
4. Statutes which discriminate for the purpose of preserving “old notions” (Stanton v. Stanton, supra, 421 U.S. at 14, 95 S.Ct. at 1378) as to the relationship between men and women are probably unconstitutional.
My research has led me to no important cases upon the subject other than those discussed. Counsel for appellant apparently relies on the initial ire engendered in the minds of constitutional activists upon first glance at the statute in question.
However, the inquiry should go further. The legislature, a co-equal branch of government, has seen fit to enact a number of statutes dealing with the rights of husband and wife which must be considered as a statutory scheme. See
Courts should, if possible, construe statutes as being constitutional so long as legislative intent is not thwarted or the constitution itself maligned. Whether this statutory scheme will ultimately withstand the United States Supreme Court‘s expanding view of due process and equal protection, I am not sure. I am sure, however, that the United States Supreme Court at this time has not seen fit to throw a constitutional roadblock in the way of states to fashion reasonable restrictions on married persons’ property rights.
I perceive the object of this statutory scheme is to foster and preserve the family unit. Determining the wisdom of these enactments is not a judicial function if the object of the legislation is a legitimate state function. Indeed if one were to weigh the effect of statutes regarding husbands’ and
The observation of Mr. Justice Powell, the Chief Justice and Mr. Blackmun in their concurring opinion in Frontiero v. Richardson, supra, 411 U.S. at 692, 93 S.Ct. at 1773, is pertinent:
“There is another, and I find compelling, reason for deferring a general categorizing of sex classifications as invoking the strictest test of judicial scrutiny. The Equal Rights Amendment, which if adopted will resolve the substance of this precise question, has been approved by the Congress and submitted for ratification by the States. If this Amendment is duly adopted, it will represent the will of the people accomplished in the manner prescribed by the Constitution. By acting prematurely and unnecessarily, as I view it, the Court has assumed a decisional responsibility at the very time when state legislatures, functioning within the traditional democractic [sic] process, are debating the proposed Amendment. It seems to me that this reaching out to pre-empt by judicial action a major political decision which is currently in process of resolution does not reflect appropriate respect for duly prescribed legislative processes.
“There are times when this Court, under our system, cannot avoid a constitutional decision on issues which normally should be resolved by the elected representatives of the people. But democratic institutions are weakened, and confidence in the restraint of the Court is impaired, when we appear unnecessarily to decide sensitive issues of broad social and political importance at the very time they are under consideration within the prescribed constitutional processes.”
I do not maintain that our law in every instance treat everyone equal. Neither do I personally agree with many of its provisions. I do think, however, that it is a proper legislative function to enact laws to promote and preserve the family unit.
Ultimately, some of these problems will have to be dealt with. My dissent, in the spirit of separation of powers, is a plea for judicial restraint.
BLOODWORTH, J., concurs.