Estate of Small v. Bartyzel

179 P.2d 505, 27 Wash. 2d 677, 1947 Wash. LEXIS 319
CourtWashington Supreme Court
DecidedApril 17, 1947
DocketNo. 30131.
StatusPublished
Cited by16 cases

This text of 179 P.2d 505 (Estate of Small v. Bartyzel) is published on Counsel Stack Legal Research, covering Washington Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Small v. Bartyzel, 179 P.2d 505, 27 Wash. 2d 677, 1947 Wash. LEXIS 319 (Wash. 1947).

Opinion

Millard, J.

Clarence A. Small, who died intestate August 21, 1944, in Seattle, was survived by his widow and an adult daughter, Edna Bartyzel, by a former marriage, as his only heirs at law. Letters of administration upon the estate were issued to the widow, who caused to be filed in the superior court for King county, an inventory and appraisement of property of the estate as follows:

The home which was the separate property of the decedent at 5501 Kensington Place............$3,550.00
Household furniture not itemized............... 250.00
One 1942 Studebaker automobile................ 1,370.00
Two Northern Pacific Railway pay checks aggregating ................................... 247.55
Total appraisement .......................$5,417.55

A supplemental inventory shows the following additional property, which the widow claimed as her individual property:

Hospital benefit fund, paid......................$ 73.25
Benefit from Retirement Board, paid............ 950.67
Total .....................................$1,023.92

On March 29, 1946, Katherine G. Small, as administratrix and surviving spouse, filed a petition, to which the adult daughter of decedent filed objections, praying that the court set aside from the estate an award to her, as surviving spouse in lieu of homestead, all of the real and personal property of the estate in the amount of three thousand dollars, plus the aggregate of her family allowance, expenses of last sickness and burial expenses, and the expenses of *679 administration in such amount as the court determined. The court reserved decision on the question relating to debts of the estate and family allowance and passed only upon the petition to set aside property of the estate in lieu of homestead to the surviving spouse.

The trial court found the household furniture to be of the value of $250 and the home to be of the value of $4,000, both at the time of decedent’s death August 21, 1944, and awarded the household furniture and home property to the surviving spouse in lieu of homestead, charging her and the property in favor of the estate with an excess award of $1,250. The adult daughter of decedent appealed.

Appellant first assigns as error the failure of the trial court to find that the household furniture was of the value of $845 at the time of decedent’s death, and in not finding the home property to be of the value of at least $5,000 at the time of decedent’s death.

The home property consists of a six-room modern house, with three rooms and bath on the second floor and three rooms on the first floor. Appellant testified that this property, which was remodeled in 1941, was, at the time of her father’s death, of the reasonable market value of $5,200. A realtor testified on behalf of appellant that the fair market value at the time of decedent’s death was $5,000, and at the time of hearing on petition for award in lieu of homestead, the fair value of the property was $6,000. Another expert witness called by appellant testified that in August, 1944, she sold two properties adjoining, and of similar design and construction as the property in controversy, one for $4,750 and thé other for $5,250. This realtor further testified that she could have sold decedent’s home property in August, 1944, for more than $5,000, which was a fair value at that time, and that, at the time of the hearing in September, 1946, she would give $6,000 for the property on her own account. The three appraisers appointed by the court testified the value, as of the date of death of decedent, of the household furniture was $250, and of the home property was $3,550. One realtor called as a witness by respondent testified that the fair, reasonable market *680 value of the house in August, 1944, was $3,250, but at the time of the hearing on respondent’s petition the value was “maybe around $4,500.” Appellant testified that the value of the household furniture at the time of her father’s death was $845.

The court refused to disturb the appraised value of $250 as to the household furniture, but increased in the amount of $450 the valuation placed on the home property by the appraisers appointed by the court. Counsel for appellant and respondent agreed that the rights of the parties were to be governed by the value of the property as of the date of the death of decedent Small. The court stated that, unless the parties so agreed, it would be uncertain what date to consider in determining the value of the property.

Counsel for respondent correctly contend that where the evidence is conflicting on a question of fact, such as the value of the property in the case at bar, we will not disturb the finding of the trial court as to such question unless the evidence clearly preponderates against the finding. In the case at bar, however, the value of the property should have been computed as of the time the petition was filed for setting aside property to the surviving spouse in lieu of homestead, which was the date the surviving spouse first asserted her claim. See Bruner v. Hicks, 230 Ill. 536, 82 N. E. 888, 120 Am. St. 332. We are not bound, nor should the trial court have deemed itself bound, by agreement of counsel for the parties that the value of the property should be determined as of the date of the death of decedent.

Appellant next assigns as error the setting aside of the home property to the surviving spouse when the value of that property exceeded the statutory award of three thousand dollars. Appellant contends that she, on the death of her father, became vested with a half interest in his real property, as well as his personal property, subject to the debts of the estate and expenses of administration, including reasonable family allowances.

The statute (Rem. Rev. Stat., § 1473) so far as pertinent, reads as follows:

*681 “If it shall be made to appear to the satisfaction of the court that no homestead has been claimed in the manner provided by law, either prior or subsequent to the death of the person whose estate is being administered, then the court after hearing and upon being satisfied that the funeral expenses, expenses of last sickness and of administration have been paid or provided for, and upon petition for that purpose, shall award and set off to the surviving spouse, if any, property of the estate, either community or separate, not exceeding the value of three thousand dollars ($3,000), exclusive of any mortgage or mechanic’s, laborer’s or materialmen’s or vendor’s hens upon the property so set off, which property so set off shall include the home and household goods, if any, and such award shall be made by an order or judgment of the court and shall vest the absolute title, and thereafter there shall be no further administration upon such portion of the estate so set off, but the remainder of the estate shall be settled as other estates:

Under the facts as recited above, it is plain the respondent is eligible to receive an award in lieu of homestead under Rem. Rev. Stat., § 1473.

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Bluebook (online)
179 P.2d 505, 27 Wash. 2d 677, 1947 Wash. LEXIS 319, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-small-v-bartyzel-wash-1947.