Garrard v. Lang

489 So. 2d 557, 1986 Ala. LEXIS 3559
CourtSupreme Court of Alabama
DecidedMay 9, 1986
Docket84-1139
StatusPublished
Cited by4 cases

This text of 489 So. 2d 557 (Garrard v. Lang) is published on Counsel Stack Legal Research, covering Supreme Court of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Garrard v. Lang, 489 So. 2d 557, 1986 Ala. LEXIS 3559 (Ala. 1986).

Opinion

MADDOX, Justice.

This case presents an issue of the validity of a widow’s purported waiver of her right to an elective share of her deceased husband’s estate, and of her homestead and exempt property allowances.

Mr. Barney Garrard died testate on November 28, 1984, in Marion County, Alabama. His will, executed October 29, 1982, provided, in part, as follows:

“ITEM TWO: I hereby acknowledge that at the time of the making of this my Last Will and Testament, I am married to Lela Garrard ..., but that we have been separated, living apart from each other, since 1955. I do hereby give, devise and be[558]*558queath unto my said wife, Lela Garrard, the sum of $10.00 as her entire share of my estate.
“ITEM THREE: I hereby acknowledge that at the time of the making of this my Last Will and Testament, I have two (2) sons, namely, Arvil Ray Garrard ..., and James Odis Garrard_ Unto each of them, or their issue per stirpes, I do hereby give, devise and bequeath the sum of $10.00.
“ITEM FOUR: All the rest, residue and remainder of my estate, whether real, personal or mixed of every kind and nature whatsoever and wherever situated, I do hereby give, devise and bequeath unto Virgle Odis Lang and Annie Lois Lang, or their issue, per stirpes.
“ITEM FIVE: I hereby nominate, constitute and appoint Virgle Odis Lang, as Executor of this my Last Will and Testament and direct that he shall serve without necessity of posting bond or accounting for his action in any Court.”

As executor, Virgle Odis Lang, Garrard’s nephew, distributed the assets of the estate as follows: $10.00 to Lela Garrard; $10.00 to Arvil Ray Garrard; $10.00 to James Odis Garrard; $316.00 to Bedford, Bedford & Rogers, Attorneys; $6,842.34 to Virgle Odis Lang; and, $6,842.33 to Annie Lois Lang. After the above distributions, the estate had a balance of zero. On the same day that he made the above distributions, however, Lang also drew upon his personal account checks in the following amounts: $2,000.00 to James Odis Garrard; $1,000.00 to Arvil Ray Garrard; and $1,000.00 to Lela Garrard. Ms. Garrard and her two sons accepted the checks and indorsed and cashed them.

Subsequently, upon Ms. Garrard’s motion, the administration of the estate was removed to the circuit court, where Ms. Garrard requested that the court “assign to her all of the lawful interest she does have as surviving spouse of the said Barney Garrard, which said interest includes, but is not limited to, homestead allowance, surviving spouse’s elective share of decedent’s estate, exempt property, family allowance, and any other rights which she, as surviving spouse, may have in and to the estate of Barney Garrard, deceased.” After a trial, the circuit court found, “[u]pon full and fair consideration of the pleadings of record, oral testimony and exhibits offered in the trial of this cause,” that “Lela Garrard, as surviving spouse of Barney Garrard, has no widow’s elective share, homestead allowance, exempt property or family allowance in and to the estate of Barney Garrard, deceased.” The circuit court denied her petition and Ms. Garrard now appeals to this Court.

The instant marriage was not an example of connubial bliss; certain trial testimony and the fact that the decedent and Ms. Garrard had lived apart for 29 years shows the opposite. However, decedent’s will acknowledges Ms. Garrard as his spouse, the parties implicitly concede that Ms. Garrard is decedent’s surviving spouse, and according to Code 1975, § 43-8-252 (1982 repl. vol.), which provides the applicable statutory definition,1 Ms. Garrard is decedent’s “surviving spouse.”

As decedent’s surviving spouse, Ms. Gar-rard has a right of election, § 43-8-70; and she may claim a homestead allowance, § 43-8-110; an exempt property allowance, § 43-8-111; and a family allowance, § 43-8-112. The surviving spouse, however, may lose the right to elect or claim these allowances by bar, waiver, or relinquishment. See Code 1975, § 43-8-72 (1982 repl. vol.); and, generally, 34 C.J.S. Executors and Administrators §§ 340-345 (1942).

Defendant executor argues that Ms. Gar-rard waived these statutory rights by accepting and indorsing the estate’s check in the amount of $10.00 and the executor’s personal check in the amount of $1,000.00. The only issue before this Court, therefore, is whether Ms. Garrard, by accepting and [559]*559indorsing these checks, waived her statutory right of election and her homestead and exempt property allowances.2

Ms. Garrard argues that Code 1975, § 43-8-72 (1982 repl. vol.) is controlling. Section 43-8-72 reads as follows:

“The right of election of a surviving spouse and the rights of the surviving spouse to homestead allowance, exempt property and family allowance, or any of them, may be waived, wholly or partially, before or after marriage, by a written contract, agreement, or a waiver signed by the party waiving after fair disclosure. Unless it provides to the contrary, a waiver of ‘all rights’ (or equivalent language) in the property or estate of a present or prospective spouse or a complete property settlement entered into after or in anticipation of separation or divorce is a waiver of all rights to elective share, homestead allowance, exempt property and family allowance by each spouse in the property of the other at death and a renunciation by each of all benefits which would otherwise pass to him from the other by intestate succession or by virtue of the provisions of any will executed before the waiver or property settlement.”

Ms. Garrard candidly points out that § 43-8-72 might be construed as applying only to ante-nuptial and post-nuptial agreements, i.e., not to post-death agreements made between the surviving spouse and the executor or others.

It does appear that Alabama law, prior to the adoption of the new probate code, which is patterned after the Uniform Probate Code, made a distinction between a wife’s relinquishment of her inchoate right to dower and a widow’s vested right to dower whether pre- or post-allotment. Code 1940, Title 34, § 46, obviously applying only to agreements concerning an inchoate right of dower, provided:

“The wife, if of the age of eighteen years, may relinquish her right to a dower in land, by joining with her husband in a conveyance thereof, or by joining with her husband in a power of attorney authorizing the attorney to convey the lands, or subsequently to a conveyance thereof by the husband, by a deed of conveyance or other separate instrument executed by her alone; and in either case her signature must be witnessed or acknowledged in the manner prescribed by this Code for the attestation or acknowledgment of other conveyances.”

The Code contained no similar provision for agreements concerning vested dower rights.

Recognizing the statute’s restricted application, this Court, in Decker v. Decker, 253 Ala. 345, 348, 44 So.2d 435, 437 (1950), opined:

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Poulin v. Norwood
143 So. 3d 818 (Court of Civil Appeals of Alabama, 2013)
Garrard v. Lang
514 So. 2d 933 (Supreme Court of Alabama, 1987)

Cite This Page — Counsel Stack

Bluebook (online)
489 So. 2d 557, 1986 Ala. LEXIS 3559, Counsel Stack Legal Research, https://law.counselstack.com/opinion/garrard-v-lang-ala-1986.