Buhler v. Adkins

607 P.2d 956, 125 Ariz. 79, 1980 Ariz. LEXIS 230
CourtArizona Supreme Court
DecidedJanuary 29, 1980
DocketNo. 14593-PR
StatusPublished

This text of 607 P.2d 956 (Buhler v. Adkins) is published on Counsel Stack Legal Research, covering Arizona Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Buhler v. Adkins, 607 P.2d 956, 125 Ariz. 79, 1980 Ariz. LEXIS 230 (Ark. 1980).

Opinion

HAYS, Justice.

While vacationing and visiting her niece in America, appellant, Alice Ida Buhler, a citizen of East Yorkshire, England, met, and soon thereafter married, the decedent, John W. Buhler, a 77-year-old resident of Mayer, Arizona. Within two weeks, however, appellant, apparently dissatisfied with her new marriage, returned to her native England and wrote the decedent, informing him that their vows had been overly hasty and a mistake, and of her intention to resume the use of her prenuptial name. Appellant wrote a similar letter to her niece. The decedent responded by filing a formal petition for divorce. Appellant’s pro per answer indicated, inter alia, that,

“I have never at any time (nor do I now) advance any claim or pecuniary interest in his [the decedent’s] property or effects.”

Appellant’s husband died prior to the entry of a final decree of dissolution.

It is appellant’s claim, as surviving spouse, for the family allowances and exemptions under A.R.S. §§ 14-2401, 2402 and 2403, which has given rise to the instant dispute. The trial court denied appellant’s claim and the Court of Appeals affirmed (1 CA — CIV 4242, filed September 18, 1979). Taking jurisdiction pursuant to Rule 23, Arizona Rules of Civil Appellate Procedure, we vacate the opinion of the Court of Appeals.

Focusing initially upon the allowance in lieu of homestead and the personal property exemption, we note that the decisions of the various jurisdictions on this question reflect almost as many views as there are states in the nation. Appellee, relying on our opinion in In re Graham’s Estate, 73 Ariz. 179, 239 P.2d 365 (1951), contends that eligibility for the benefits at issue is conditioned upon domicile within the borders of Arizona at the time of the passing of the decedent. We, however, reject this interpretation.

Initially, the language of the legislation at bar is unambiguous and susceptible of but one interpretation. Section 14-2401 provides that,

[a] surviving spouse of a decedent who was domiciled in this state is entitled to an allowance of six thousand dollars. If there is no surviving spouse, each dependent child of the decedent is entitled to an allowance of six thousand dollars divided by the number of dependent children of the decedent. The allowance provided in this section is in lieu of any homestead exemption the decedent may have had during lifetime under § 33-1101 (emphasis added).

Similarly, § 14-2402 states:

[T]he surviving spouse of a decedent who was domiciled in this state is entitled from the estate to value not exceeding three thousand five hundred dollars . . . in household furniture, automobiles, furnishings, appliances and personal effects. If there is no surviving spouse, dependent children of the decedent are entitled jointly to the same value (emphasis added).

The underscored language is unequivocal in requiring the domicile in Arizona of the decedent; however, the enactment places no similar residency requirement upon the surviving spouse. Had the legislature intended to additionally require residency of the survivor, it would have been a simple matter to insert appropriate language. Instead, in our opinion, by so providing, the legislature’s primary purpose of protecting the surviving spouse during the period of administration was balanced against the realization that allowing these benefits in every state in which the decedent held property would work a possible fraud upon creditors. It was thereby decided to restrict the permissible source jurisdictions to one, i. e., to the decedent’s domicile at the time of his death.

We have canvassed the opinions of the other jurisdictions on this issue and find that although the outcome is generally said to depend upon the particular wording of the relevant statute, in jurisdictions, such as ours, with legislation containing no mention of the domicile of the surviving spouse, the vast majority of our sister states have refused to judicially inject a residency re[81]*81quirement. Lucky v. Roberts, 211 Ala. 578, 100 So. 878 (1924); Duffy v. Harris, 65 Ark. 251, 45 S.W. 545 (1898); In re Foreman’s Estate, 16 Cal.App.2d 96, 60 P.2d 310 (1936); Moorefield v. Byrne, 140 So.2d 876 (Fla.App. 1962); Caldwell v. Caldwell, 192 Iowa 1157, 186 N.W. 58 (1922); International Harvester Co. v. Dyer’s Administrator, 297 Ky. 55, 178 S.W.2d 966 (App.1944); Barrett v. Heim, 152 Minn. 147, 188 N.W. 207 (1922); Estate of Weatherhead, 73 Ohio Law Abs. 524, 137 N.E.2d 315 (Probate Ct. 1956); Prater v. Prater, 87 Tenn. 78, 9 S.W. 361 (1888); In re Johnson’s Estate, 114 Wash. 61, 194 P. 834 (1921); Stolldorf v. Stolldorf, 384 P.2d 969 (Wyo.1963); Contra, Black v. Singley, 91 Mich. 50, 51 N.W. 704 (1892); In re James’ Estate, 38 S.D. 107, 160 N.W. 525 (1916); Duda v. Beben, 252 Wis. 295, 31 N.W.2d 603 (1948).

Moreover, this result is not only sustained by the authorities, but is in accord with common sense. Although the circumstances and equities of this case can be viewed as justifying the imposition of a domicile requirement, we agree with the dissent in the Court of Appeals opinion that a significant number of otherwise innocent parties would be needlessly injured by such an interpretation. For example, the fact of nonresidence should not alone be sufficient cause to deprive a surviving spouse of such personal articles as the family Bible and other family heirlooms to which s/he would otherwise be entitled under the § 14-2402 personal property exemption. Nor are we persuaded that children in the custody of a parent who has divorced the decedent and lives in another state should be deprived of the protection otherwise intended for them under the statute.

Finally, we find appellee’s reliance on In re Graham, supra, to be misplaced. In that case, the decedent and his spouse were residents of Washington when they purchased realty in Arizona. Although they subsequently moved onto the property for a period of two years, upon the passing of the decedent, his survivor instituted probate proceedings in Washington, claiming that both she and her departed husband were residents of that state. When she subsequently petitioned in Arizona for the setting aside of the probate homestead, her claim was contested by two secured creditors of the estate and denied. On appeal, the surviving spouse raised for the first time the contention that nonresidents could properly claim the probate homestead. In Graham, a three-to-two opinion, we held merely that arguments based upon faulty assignments of error will not be considered on appeal. To extend our decision, at this time, beyond that point is merely an effort to bind us by dictum. See Graham, supra, (dissenting opinion of Udall, C. J.).

In addition, the Graham court relied heavily upon the first edition of American Jurisprudence in reaching its conclusion. 26 Am.Jur. Homestead § 175 p.

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Swift v. Reasonover
77 S.W.2d 809 (Tennessee Supreme Court, 1935)
Hollie v. Taylor
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Duda v. Beben
31 N.W.2d 603 (Wisconsin Supreme Court, 1948)
Yost v. Johnson
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Duffy v. Harris
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Bluebook (online)
607 P.2d 956, 125 Ariz. 79, 1980 Ariz. LEXIS 230, Counsel Stack Legal Research, https://law.counselstack.com/opinion/buhler-v-adkins-ariz-1980.