Carver v. Gilbert

387 P.2d 928, 32 A.L.R. 3d 563, 1963 Alas. LEXIS 175
CourtAlaska Supreme Court
DecidedDecember 23, 1963
Docket331
StatusPublished
Cited by6 cases

This text of 387 P.2d 928 (Carver v. Gilbert) is published on Counsel Stack Legal Research, covering Alaska Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Carver v. Gilbert, 387 P.2d 928, 32 A.L.R. 3d 563, 1963 Alas. LEXIS 175 (Ala. 1963).

Opinion

AREND, Justice.

This is a declaratory judgment action in which the question sought to be determined is whether an instrument conveying real property to a husband and wife, which does not specify how they are to take, results in the creation of a tenancy in common or a tenancy by the entirety.

The appellant Carver holds a deed to the property in question as grantee of one Fred T. Gilbert. The property had previously been acquired by Gilbert and his wife Patricia through a warranty deed in which they are described simply as “FRED T. GILBERT and PATRICIA GILBERT, husband and wife * * * grantees.” The only living issue of their marriage is the appellee, Mark Gilbert. Patricia died intestate at some time prior *929 to Fred’s conveyance of the property to the appellant. 1

The parties were in agreement below that the facts of the case are as related above and that the only issue was one of law, namely, whether the conveyance of the property to the Gilberts was to them as tenants by the entirety or as tenants in common. The parties further agreed that, if Fred and Patricia owned the property as tenants in common, then their son Mark, the appellee, under the intestate succession laws of Alaska, has a one-fourth interest in the property as tenant in common with the plaintiff. On the other hand, if Fred and Patricia owned the property as tenants by the entirety, then it was agreed that the appellant, as grantee of Fred T. Gilbert, is the sole owner of the property in fee simple.

With this single issue of law thus framed, both parties moved for summary judgment. The trial court ruled that Patricia at the time of her death was a tenant in common with her husband Fred of the property involved for the reason that Alaska statutory law had reversed the common law presumption in favor of tenancies by the entirety. The court thereupon granted the appellee’s motion for summary judgment and decreed that the appellee, Mark Gilbert, has a one-fourth interest. This appeal followed.

The parties agree that at common law it was presumed that a conveyance to husband and wife created a tenancy by the entirety even in the absence of language of survivorship or reference to that kind of tenancy. 2 The appellant claims that this presumption can be changed only by statute clearly in derogation of the common law and that such a statutory change has never been enacted in Alaska. The appellee, on the other hand, insists that the presumption has been changed by statute and in that connection points us to section 22-3-8 ACLA 1949 [AS 34.-15.110], which reads:

“Every conveyance or devise of lands or interests therein made to two or more persons, other .than to executors and trustees, as such, shall be construed to create a tenancy in common in such estate, unless it be expressly declared in such conveyance or devise that the grantees or devisees shall take the lands as joint tenants.”

and to section 22-1-6 ACLA 1949 [AS 34.15.130] set forth in two paragraphs as follows:

“A tenant in common may maintain any proper action or proceeding against his co-tenant, for receiving more than his just proportion of the rents and profits of the estates owned by them in common; and joint tenancy, excepting interests in personalty and excepting tenancy by the entirety, is abolished and all persons having an undivided interest in real property, are to be deemed and considered tenants in common. [Emphasis added.]
“The right to hold an estate in lands as tenants by the entirety, with the right to survivorship, is hereby expressly recognized and granted. A homestead to the value of $5000.00 held by the tenants by the entirety, shall not be liable for the debts of either or both of the tenants, except by special agreement. Other estates, except a homestead held by tenants by the entirety, shall be liable for the debts of either or both of the tenants. The right of the husband to convey to himself and wife, as tenants by the entirety, and the right of the wife to convey to herself and *930 her husband, as tenants by the entirety, is hereby confirmed and granted.”

Section 22-3-8 and the first paragraph of section 22-1-6, as above set forth but absent the italicized words, were adopted for Alaska from the laws of Oregon by the Act of Congress of June 6, 1900. 3 The Oregon forerunner of section 22-3-8 was enacted by the legislature of that state in 1854; 4 while the Oregon forerunner of the first paragraph of section 22-1-6 was not enacted until 1862, likewise without the italicized words shown above. 5

In 1882 the Supreme Court of Oregon, without any mention of the 1854 and 1862 statutes, ruled that a conveyance of real property to persons designated as husband and wife, without further specification, creates a tenancy by the entirety. 6 It was not until its 1924 decision in Twigger v. Twigger 7 that the Oregon court for the first time considered the effect of the 1854 and 1862 statutes upon estates by the entirety. Said the court:

“In the first of these sections [the 1854 statute] the tenants are referred to as ‘two or more persons.’ In the next [the 1862 statute], after abolishing joint tenancy, the phrase is ‘all persons having an undivided interest in real property.’ Neither of these expressions can refer to the common-law unity cast upon husband and wife. At common law they were deemed to be a single person. No legislation in this state has abolished that unity. The right of married women to have separate property and control it independent of their husbands has been distinctly recognized by express legislation, but that singleness characteristic of the relation at common law has never been abolished. It is upon this that the theory of the estates by the entirety is based. Consequently they are not within the purview of the sections just quoted which speak only of a plurality of tenants. It has been held so often in this state that a deed to husband and wife give [sic] rise to an estate by the entirety that it has become a rule of property not to be disturbed, except by express legislation abolishing the estate. * * * 8

In 1941, the Oregon court went a step farther and attempted to reconcile the two statutes under consideration in these words:

“The abolition by statute of joint tenancies, even in the absence of a saving clause permitting the creation thereof by express words, is to be construed as an abolition of joint tenancy at common law and not as a prohibition of the right of survivorship if created by express words. Such right may exist without all of the incidents of technical joint tenancy.

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Bluebook (online)
387 P.2d 928, 32 A.L.R. 3d 563, 1963 Alas. LEXIS 175, Counsel Stack Legal Research, https://law.counselstack.com/opinion/carver-v-gilbert-alaska-1963.