208 P. 753 | Or. | 1922
Lead Opinion
The plaintiff, Fred C. Walters, is the son of James W. Walters by the first wife of the latter. After the death of the plaintiff’s mother, his father married the widowed mother of some of the defendants. With her he lived until his death on April 7, 1918. At the time of his death he was the owner in fee simple of certain real estate described in the complaint. He died leaving a will of which the second clause reads in part as follows:
“Second. Should my wife, Rachel Walters, die before my decease, all of the estate of which I may die seized or possessed of whatsoever character, real, personal or mixed, I give, bequeath, grant and devise unto my son, Fred C. Walters, his heirs and assigns forever. But should my wife, Rachel Walters, survive me, in such event all of the estate of which I may die seized or possessed, real, personal or mixed, I give, bequeath, grant and devise unto the First Investment & Loan Company of Eugene, Oregon, a corporation of Oregon, in trust to have and to hold the same to and for the following uses and pur*684 poses and upon the following trusts, viz.: To hold, manage, control, invest, re-invest and loan the same and to collect the rents, interest, profits and income thereof and therefrom; to pay out of said trust estate all proper charges and expenses of said trust including insurance against loss or damage by fire, taxes or other like assessments and including also any inheritance tax upon any devise or bequest herein contained and the proper costs and expenses.of all necessary repairs to any of said property and after the payment of the proper charges and expenses against said trust estate, to pay over the balance of the income therefrom from time to time as required by her to my wife, Rachel "Walters, so long as she shall live; and providing further that should my said wife in the judgment of the said trustee on account of sickness, accident or for any reason whatsoever, including the insufficiency of the net income from said trust estate to meet her ordinary wants, require for her comfortable maintenance and well-being at any time or from time to time sums of money in excess of the net income from said trust estate, then I authorize, empower and direct said trustee to either pay over to my said wife, or, in their discretion, apply for her use and benefit such further sums of money out of the principal of said trust estate as they, in their absolute and uncontrollable discretion, may deem reasonably necessary; upon the death of my said wife, Rachel Walters, said trust shall terminate and said trustee shall pay, transfer, set over and convey all of said trust estate remaining in its hands to my son, Fred C. Walters, his heirs and assigns forever.
“Said trustee shall have full power and authority at any time, and from time to time when funds may be needed for any of the purposes of said estate, to borrow money upon the security of said trust estate at such rates of interest and upon such terms as it may be advised, and to mortgage, pledge, hypothecate any of said trust estate for such purpose.*685 Said trustee shall also have full power and authority to sell any of the real property of said trust estate either for cash or upon credit and to execute all necessary and proper conveyances thereof, provided that such sale shall be with the assent and concurrence of my son, Fred C. "Walters, if he be alive at the time thereof. Said trustee shall invest any funds in their hands belonging to said trust estate only in first mortgages upon real property or in municipal, state or government bonds.
“During the administration of my estate, it is my will that the probate court having jurisdiction thereof make my wife, Eachel Walters, a liberal allowance for her support and maintenance.”
The mother of the defendants, the second wife of the plaintiff’s deceased father, died on May 14, 1919, without ever having commenced any proceeding or taken any measure to recover her dower in the land of her deceased husband or have the same assigned to her. The estate of James W. Walters was regularly administered and closed, and the trustee conveyed the property described in the complaint herein to the plaintiff. The latter now sues the children of his stepmother and their spouses, to quiet title to this land. Their claim is that because the widow did not institute proceedings to recover her dower, there was cast upon her an estate of an undivided one third in fee simple in the lands of her husband of which he died seised, and that. she was entitled to a provision made for her in his will. This, of course, is challenged by the plaintiff.
Sections 10,069, 10,070 and 10,071, Qr. L., which have come down to us unchanged from the legislation of 1854, read thus:
Ҥ10,069. If any such jointure or pecuniary provision Ice made before marriage, and without the assent of the intended wife, or if it be made after*686 marriage, she shall make her election, after the death of her husband whether she will take such jointure or pecuniary provision or be endowed with the lands of her husband, but she shall not be entitled to both.
Ҥ 10,070. If any lands be devised to a woman, or other provision be made for her in the will of her husband, she shall make her election whether she will take the lands so devised or the provisions so made, or whether she will be endowed by the lands of her husband; but she shall not be entitled to both unless it plainly appears by the will to have been so intended by the testator.
“§ 10,071. "When a widow shall be entitled to an election under either of the last two preceding sections, she shall be deemed to have elected to take such jointure, devise, or other provision unless within one year after the death of her husband she shall commence proceedings for the assignment or recovery of her dower.”
As it stood at the time of the occurrences mentioned in the pleadings, Section 10,053, Or. L., being Section 1 of Chapter 331, Laws of 1917, read as follows:
“The widow of every deceased person shall be entitled to dower, or the use, during her natural life, of one-half part of all the land whereof her husband was seized of an estate of inheritance at any time during the marriage, unless she is lawfully barred thereof; provided, however, that any woman entitled to dower, may, at her election, take in lieu - of such dower the undivided third part in her individual right in fee of the whole of the land whereof the husband was seized of an estate of inheritance at any time during the marriage, unless she is lawfully barred thereof. And provided further, that when a widow shall be entitled to an election under this section, she shall be deemed to have elected to take the undivided third of such lands unless within one year after the death of her husband she shall commence*687 proceedings for the assignment or recovery of her dower.”
It will he noted that there is an element common to Section 10,071, Or. L., and Section 1 of Chapter 331, Laws of 1917, giving a certain involuntary effect in each as an election upon the part of the widow, “unless within one year after the death of her husband she shall commence proceedings for the assignment or the recovery of her dower.” The quoted language is identical in both sections. As applied to the choice between a provision for her in the will and the claim of dower, the omission to commence proceedings for the assignment or recovery of dower results in an election by operation of law to take the testamentary provision. As between an estate in dower and an estate in fee simple of an undivided one third of her husband’s land, the same omission to commence proceedings for dower casts upon her the additional benefit of the fee-simple estate mentioned. The proceedings for the recovery of dower are as old as any of the statutes in this state. The legislature had authority to enact that the widow should have in the first place the benefit of testamentary provisions in her favor, if she omitted to sue for dower. It had an equal right, without in the least disturbing this first beneficial provision for her, to give her the additional benefit of a fee-simple estate in her husband’s realty, if she omitted action for dower. As these statutes are remedial in their nature and the law always has a tender regard for the rights of a widow, they must be construed liberally. We cannot say that the later enactment of 1917 repealed the original statutes about election between dower and testamentary provisions. If possible, we must construe both of those
“Where a new remedy or mode of procedure is authorized, without an express repeal of a former one relating to the same matter, and the new remedy is not inconsistent with the former one, the later act will be regarded as creating a concurrent remedy, and not as abrogating the former mode of procedure”: Citing many authorities.
Again, in Swensen v. Southern Pacific Co., 89 Or. 275, 279 (174 Pac. 158), we read from the opinion of Mr. Justice Harris:
“A repeal by implication may be effected when a later conflicts with a prior statute or when one is intended as a substitute for another act. It is so easy for the legislature, when adopting one statute, to say that another statute on the same subject is repealed, and an intention to repeal, when it exists, is so likely to be expressly stated, that the courts will not presume that the later repeals the prior statute unless the two are so obviously in conflict that both cannot be executed. A repeal by implication is effected if there be such positive repugnancy between the new and the old enactments that they cannot stand together or be harmonized; but the courts will, however, if possible, construe the two statutes together and adopt any reasonable' construction which will sustain both of them.”
It is true that Section 10,070, Or. L., declares that if provision be made for a widow in the will of her husband, she shall make her election whether she will take the provision made, or whether she will be endowed with the lands of her husband, but she shall not be entitled to both, unless it plainly appears by the will to have been so intended by the testator. This section, however, applies only to
“It is manifest that the effect of her failure to elect under the statute bars only her dower and distributive share of her husband’s estate, as widow, and nothing more. There being no attempt here to assert dower, or a right to a distributive share of the personalty, the statute can have no application.”
So, in this case where there has been no application for dower, none exists to complicate the situation or call for the application of the statute requiring an election between dower and testamentary provisions. There can be no choice or election between two things one of which does not exist.
It cannot be that the estate in fee simple of an undivided one third of the husband’s land is identical with dower; yet that is the necessary consequence of holding that the fee-simple estate perishes, if the widow takes under the will only by failing to sue for dower. There are many points of difference between the two estates and we must presume that the legislative assembly spoke advisedly in the use of the legal terms employed in the enactment “The dower interest of a widow while unassigned is a mere right of action”: Neal v. Davis, 53 Or. 423, 433 (99 Pac. 69). “As there was no assignment of dower to the appellant, she had no esate whatever in the land of which her husband died seized, and was not entitled to the possession of any part of it”: Leonard v. Grant, 8 Or. 276, 278. “The rule is well settled that, unless otherwise regulated by statute, a mere right of dower before an assignment thereof
Dower is only an estate for life, even after ad-measurement, while the fee is an estate of inheritance. Until the widow begins proceeding's to recover the dower, she has only a chose in action, which she may abandon without commencing proceedings. The death of her husband by operation of law casts upon the widow in due time a fee-simple estate, which is the highest estate one can have in lands, liable of course to be defeated by her choosing subsequently to institute proceedings within one year to recover dower. Her omission to institute such proceedings operates as an ademption of her dower. It can no longer be considered as one of the alternatives between which she must elect as against the testamentary provision in the will of her husband. He must be presumed to have known the law, that if she chose to remain silent, as to dower or fee, the statute would operate to give her the latter estate, taking away the dower-as an element of choice between the provision in his will and the mere chose in action to recover the use of an undivided one half of his lands. Under these circumstances he 'cannot drive her, by any testamentary provisions, to abandon the fee simple which her silence gave her, and compel her to elect between what provision he made and mere dower. Proceedings to recover dower are at once
At common law a widow was presumed to be entitled not only to dower but also to the additional provision made for her in the will of her husband, unless that document expressly declared that its bounty was to be exclusive of dower, or else it appeared by necessary implication in plain terms that such was the intention of the testator. In other words, the widow was prima, facie entitled to both the testamentary provision and her dower, and the burden rested upon those who would dispute it, to show that the husband had expressly declared otherwise, or necessary implication led to the same conclusion. Section 10,070, Or. L., has changed this rule to the effect that “she [the widow] shall not be entitled to both, unless it plainly appears by the will to have been so intended by the testator.” That is. to say, our statute reverses the situation and puts upon the widow the burden to show that the testator affirmatively intended that she should have both dower and the bounty of her husband’s will. As this statute is in derogation of the common law, it
Dower is a contestant in every election tbe statute imposes upon tbe widow. Provisions antagonistic to it are not necessarily hostile to each other. The enactment has not provided for or required any • election between the provisions of the will in favor of the widow and the one-third fee-simple estate created by the legislation of 1917, Laws of 1917, Chapter 331. The reason for this deduction is found in the fact that the fee-simple estate mentioned and the enjoyment of the testamentary provision arise from and depend upon the same thing, namely the omission of the widow to commence proceedings for the assignment or recovery of her dower. At once they are opposed by and would be destroyed by a claim of dower. The conclusion is, that being incidental alike to and resultant from the same thing, the omission to claim dower, they are cumulative in favor of the widow. In the absence of statute, an election by the widow is to be discountenanced, unless manifestly required either by the express terms of the will or by plain and necessary implication: 1 Pomeroy’s Eq. Jur. (4 ed.), §493.
The widow was entitled to take the provision in the will made for her benefit, because that was one effect of her refusing to sue for dower. She was also entitled to take advantage of the additional beneficial provision of the law of 1917 granting a fee springing from the same omission. The estate in fee simple, being one of inheritance, passed to her lineal descendants by the law of inheritance.
Reversed and Decree Entered. Rehearing Denied.
Dissenting Opinion
Dissenting. — I am unable to agree with the conclusion reached by my associates. It seems to me that the majority opinion gives Chapter 331, Laws of 1917, an effect which was not intended by the legislature.
That the act of 1917 does not repeal a single section of the Code is manifest from the most casual reading. That the legislature may enact a law requiring the widow to elect between dower and a provision in the will of her deceased husband, or may enact a law permitting her to take both common-law dower and under the will, or may enact a law giving to her in addition to any testamentary provision an undivided one third in fee simple in the lands of which her husband died seised, must be conceded; for this court has repeatedly held that the legislative department may control and regulate the descent and distribution of property. That the act of 1917 is remedial and for that reason should be liberally construed is likewise admitted; but it is not and cannot be conceded that either the right or the duty of the court to apply the rule of liberal construction can be so unduly extended as to authorize judicial
Wherever our system of jurisprudence prevails the established rule is that the cardinal point in the construction of a statute is to ascertain the intention of the legislature; and when the legislative intention is ascertained that intention is controlling in the interpretation of the statute: Byers v. We-Wa-Ne, 86 Or. 617, 630 (169 Pac. 121); Malloy v. Marshall-Wells Hardware Co., 90 Or. 303, 320 (173 Pac. 267, 175 Pac. 659, 176 Pac. 589). Indeed, this is the imperative command of the Code for by the express terms of Section 716, Or. L., it is ordered: “In the construction of the statute the intention of the legislature * * is to be pursued, if possible.” The intention of the legislature is of course to be ascertained from the language used in the statute, and, if the language is plain, unambiguous and self-construing, judicial inquiry ends with the mere reading of the statute. But where the language of the statute is of doubtful meaning, or where, among other results, an adherence to the strict letter would lead to contradictions, or where there are seeming repugnancies, the duty devolves upon the court to ascertain the true meaning of the legislature; and in the performance of that duty the court may inquire into the policy and purpose of the act, the object intended to be accomplished, the effect and consequence of different constructions, the history and passage of the act, and. the like. Furthermore, the statute under
Now let us see what the law was prior to the act of 1917; for by so doing we may learn something of the object then sought to be accomplished by the legislature. Section 7286, L. O. L., provided thus:
“The widow of every deceased person shall be entitled to dower, or the use, during her natural life, of one-half part of all the lands whereof her husband was seized of an estate of inheritance at any time during the marriage, unless she is lawfully barred thereof.”
Section 7316, L. O. L., read as follows:
“Every person of twenty-one years of age and upwards, of sound mind, may, by last will, devise all his estate, real and personal, saving to the widow her dower.”
Section 7303, L. O. L., was headed thus: “Widow’s Election Between Devise and Dower,” and read as follows:
“If any lands be devised to a woman, or other provision be made for her in the will of her husband, she shall make her election whether she will take the lands so devised or the provisions so made, or whether she will be endowed by the lands of her husband; but she shall not be entitled to both unless it plainly appears by the will to have been so intended by the testator.”
Section 7304 was headed thus: “Widow Deemed to Have Elected, When,” and read as follows:
“When a widow shall be entitled to an election under either of the last two preceding sections, she shall be deemed to have elected to take such jointure, devise, or other provision unless within one year after the death of her husband she shall commence*696 proceedings for the assignment or recovery of her dowry. ’ ’
The origin of Sections 7286, and 7303, 7304 and 7316, L. O. L., may be found in the territorial Code commonly known as the Code of 1853; and ever since that time these sections have constituted component parts of our Code: See pages 374, 376 and 354, Code of 1853. Sections 7303, 7304, L. O. L., have never been amended. Section 7316, L. O. L., stood in its original form, unaffected by any amendment until 1917; and Section 7286 was amended but once prior to 1917. In 1919, by Chapter 351, Laws of 1919, the legislature restored Sections 7286 and 7316, L. O. L., to the form in which they appeared before the amendment of 1917. However, the law as it existed between the act of 1917 and the statute of 1919 controls the instant case. The primary object of these sections of the Code was to assure to the widow her right to common-law dower, for Section 7286, L. O. L., positively declared: “The widow of every deceased person shall be entitled to dower * * unless she is lawfully barred thereof.” That it was the purpose of the legislature to make this right of dower inalienable without her consent is made clear by Section 7316, L. O. L., where it affirmed that “every person * * may, by last will, devise all his estate, # * saving to the widow her dower”; but it is equally clear that the widow could consent to relinquish her right of dower, and that when she did so consent “she is lawfully barred thereof” and was no longer entitled to dower. Under the provisions of the Code she was “lawfully barred thereof” by: (1) A' conveyance, Section 7298, L. O. L.; (2) by a jointure, Sections 7299 and 7300,
Now let us turn to Chapter 331, Laws of 1917, and read its title and so much of the body of the act as is material here. Section 7316, L. O. L., is amended so as to read as follows:
“Every person of twenty-one years of age and upward, of sound mind, may, by last will, devise all his estate, real and personal, saving to the widow her dower or her election thereunder.”
Section 7286, L. O. L., was amended so as to read as follows:
“The widow of every deceased person shall be entitled to dower, or the use, during her natural life, of one-half part of all the land whereof her husband was seized of an estate of inheritance at any time during the marriage, unless she is lawfully barred thereof; provided, however, that any woman entitled to dower, may, at her election, take in lieu of such dower the undivided third part in her individual right in fee of the whole of the land whereof the husband was seized of an estate of inheritance at any time during the marriage, unless she is lawfully barred thereof. And provided further, that when a widow shall be entitled to an election under this section, and shall be deemed to have elected to take the undivided third of such lands unless within one year after the death of her husband she shall commence proceedings for the assignment or recovery of her dower.”
It will be observed that this section was amended by adding the words beginning with the words “provided, however.”
What was the manifest intention of the legislature? Is it reasonable to say that the legislature intended to give an undivided third in fee in addition to dower or in addition to a devise or legacy? Such a supposition assumes a complete departure from
“And provided further, that when a widow shall be entitled to an election under this section, she shall be deemed to have elected to take the undivided third of such lands unless within one year after the death of her husband she shall commence proceedings for the assignment or recovery of her dower.”
Now, when is the widow deemed to have elected? The answer is, when and only when she “shall he entitled to an election under this section.’’ How can she be entitled to an election under this section unless a situation arises where she can choose between a life estate and the undivided third in fee. In the instant case can it be said that the widow was “entitled to an election under this section”? Taking under the will barred her right to take a life estate,
"What is the effect of the majority opinion? The majority opinion declares that if there be no will the widow can take one third in fee, or she can take common-law dower, but she cannot take both a life estate and one third in fee, because if she takes common-law dower she cannot take that which is allowed only as a substitute, and if she takes one third in fee she takes it only as a substitute, and hence cannot also take the thing for which it is substituted. The majority opinion also holds that if there be a will, then the widow may take common-law dower or under the will; and if she takes common-law dower she relinquishes her right to take under the will, and of course acquires no right to a one third in fee because that estate is only a substitute; but if she takes under the will she bars her right to take common-law dower, and notwithstanding she “is lawfully barred thereof,” and for that reason not entitled to dower, she has cast upon her a substituted estate when the original thing for which it serves as a substitute cannot be taken. If she takes under the will she has forced upon her the substitute although she could not take under the will and also take the original thing even though she devoutly wished to do so.
“It is indispensable to a correct understanding of a statute to inquire first what is the subject of it, what object is intended to be accomplished by it. When the subject matter is once clearly ascertained and its general intent, a key is found to all its intricacies; — general words may be restrained to it, and those of narrower import may be expanded to embrace it to effectuate that intent.” State v. Hyde, 88 Or. 1, 49 (169 Pac. 757, 171 Pac. 582, Ann. Cas. 1918E, 688).
Another rule universally accepted is:
“Where a statute deals with a genus, and the thing which afterward comes into existence is a species thereof, the language of the statute will generally be extended to the new species.” 36 Cyc. 113.
Section 7303, L. O. L., affords to the widow the right to elect to take under the will or to take dower, but it also declares that “she shall not be entitled to both” unless it plainly appears otherwise by the will. Section 7304, L. O. L., affirms that the widow is deemed to have elected to take under the will “unless within one year after the death of her husband she shall commence proceedings for the assignment or recovery of her-dower.” Neither Section
If it was the purpose of the legislature to give to the widow the right to take one third only when the circumstances were such that she could take common-law dower if she had wished to take such dower, then the legislative purpose is balked by the construction which makes a single circumstance alhcontrolling in face of the fact that there are many opposing circumstances. But if the legislative purpose was to allow one third in fee only when the situation was such that the widow could have elected to take common-law dower, then that legislative purpose need not be balked but can be fully executed if only we apply the rules of construction which have been formulated in order that the legislative intention may be pursued.
It may readily be conceded that before the amendment of 1917, the dower referred to in Section 7304,
It is my conclusion that under the law as it was in 1918 no widow could take an undivided third in fee by an election, either actually or constructively made, unless she was a widow who was “entitled to an election”; that a widow was not “entitled to an election” unless she was entitled to common-law dower; that she was not entitled to common-law dower if her husband made provision for her in his will, unless she renounced the will. Where there was a will the right to an undivided third in fee was dependent upon the right to common-law dower, and the latter was in turn dependent upon a renunciation of the will. Until renounced the will was an insurmountable obstacle to the taking of either common-law dower or election dower. For the foregoing reasons,' I dissent from both the reasoning and the conclusion of the majority of the court. The decree ought to be affirmed.