Glover v. Glover

215 P. 990, 108 Or. 61, 1923 Ore. LEXIS 42
CourtOregon Supreme Court
DecidedJune 12, 1923
StatusPublished
Cited by4 cases

This text of 215 P. 990 (Glover v. Glover) is published on Counsel Stack Legal Research, covering Oregon Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Glover v. Glover, 215 P. 990, 108 Or. 61, 1923 Ore. LEXIS 42 (Or. 1923).

Opinion

BE OWN, J.

This lawsuit arises out of the widow’s rejection of her husband’s will and the enforcement of her legal rights to the family homestead.

The plaintiff asserts that the donor intended equality. “Equality is equity.” However, it was the testator’s privilege to say what, if any, portion of his property should be given to the plaintiff.

In the case at bar, the will shows on its face that the testator did not intend to treat his heirs at law equally. Moreover, the dissatisfied plaintiff seems to have been favored by his father’s will, above all others. To his grandchildren, the children of his deceased daughter, Louisa J. Loomis, the testator gave $5. To Henry Glover, he bequeathed $100, and provided that each of those to whom he devised lands should pay to his son Henry the sum of '$100. To Frank Glover, Arthur Glover and John P. Glover, sons, and to Amelia G. Oonick, a daughter, he devised tracts of land consisting of about 40 acres of his donation land claim. To his daughter Ellen G. Lambert, he devised a tract containing 60 acres. On this tract of land was situate the dwelling-house in which the donor and his wife resided. It was a part of the family homestead, and from this tract the greater portion of the homestead was carved. To George Glover, plaintiff herein, the testator devised 100 acres of land, and from this tract 6% acres of the homestead were taken.

[65]*65The complaint discloses the action of the widow in the probate court in the matter of her election. It shows that W. J. Culver was the duly appointed, qualified and acting executor of the estate of Philip Glover; that he filed his final account and published notice, as required by law, of a hearing thereof; that an order was made on September 23, 1920, allowing his account and closing the affairs of the estate, and that the County Court made an order distributing to the heirs at law of Philip Glover the personal property rejected by the widow.

In the construction of this will, it is our task to ascertain the testator’s chief intent and to execute that intent with a minimum disturbance of the general plan outlined by his written will: Disston’s Estate, 257 Pa. 537 (101 Atl. 804, L. E. A. 1918B, 62).

A statutory homestead must be the actual abode of the family, or some member thereof, and, in no instance, shall be reduced to less than 20 acres if not located in a town or city or laid off into blocks: Sections 221,. 222, L. O. L.

The widow’s right to have the 20 acres described in the complaint set apart to her under the statute is paramount to the right of the testator to dispose of the same by will: Wycoff v. Snapp, 72 Or. 234 (143 Pac. 902); In re Frizzell’s Estate, 95 Or. 681 (188 Pac. 707); Leet v. Barr et al., 104 Or. 32 (202 Pac. 414, 206 Pac. 548).

In all cases it is presumed that a testator intends to devise his own lands alone. \ However, in the case at bar, Philip Glover, by express language, undertook to dispose of all of his real property, including the family homestead, as well as his wife’s dower.

A well supported general rule in the construction of the testator’s will is that he is presumed to know [66]*66the law, and that his widow might lawfully exercise her right to elect to take against his will: 28 R. C. L., §193; Disston’s Estate, supra; Vance’s Estate, 141 Pa. 201, 209 (21 Atl. 643, 23 Am. St. Rep. 267, 12 L. R. A. 227); Crocker v. Crocker, 230 Mass. 478 (120 N. E. 110, 5 A. L. R. 1617); Upham v. Emerson, 119 Mass. 509, 513; Sawyer v. Freeman, 161 Mass. 543, 547 (37 N. E. 942).

The interest which a widow takes in the estate of her deceased husband is not in the nature of a debt against the estate: Dunshee v. Dunshee, 263 Ill. 188 (104 N. E. 1100).

This is not a case wherein the property given to the widow by the testator’s will has been used to compensate disappointed beneficiaries whose gifts were diminished or extinguished in order to satisfy the widow’s rights to a homestead and who, by reason thereof, are calling upon others taking similar interests to contribute.

We held, in Bristow v. Jennings, 105 Or. 1 (207 Pac. 863), that—

“If the widow elects to take under the will, she relinquishes and waives her dower right, and, on the other hand, if she elects to take the right given her by the statute, thereby renouncing the will, she retains the benefits arising out of those rights, and the property donated to her under the will is applied to compensate the beneficiaries under the will who may be disappointed as the result of her election: 1 Pomeroy’s Eq. Juris. (4 ed.), §§ 468, 469, 517.”

In Pace v. Pace, 271 Ill. 114 (110 N. E. 878), the court said:

“A provision in favor of a widow is in legal effect only an offer on the part of the testator to purchase her statutory interest in the estate for the benefit of the estate, and where she renounces the will and [67]*67takes under the statute she simply refuses to accept such offer. * * Where a devisee having the right of election exercises such right, a court of equity will take hold of that which is relinquished to compensate, as far as may be, the disappointed devisees and apply it in place of the devise or devises defeated: Wilbanks v. Wilbanks, 18 Ill. 17; Wakefield v. Wakefield, 256 Ill. 296 (100 N. E. 275, 30 Ann. Cas. 1913E, 414); 1 Pomeroy’s Eq. Juris., § 517; 11 Am. & Eng. Ency. of Law (2 ed.), 115.”

In an interesting note by Mr. Henry P. Farnham, Associate Editor, 14 L. E. A., p. 293, it is said:

“The usual effect of the widow’s rejection of provisions made for her in the will in lien of her dower rights, and her enforcement of the latter, is to disappoint legatees to whom the property to which such rights have attached has been bequeathed. This is manifestly a hardship and the courts have attempted to make it as light as possible by using the property rejected by the widow for the benefit of the disappointed legatee. And now the principle of compensation is applied in the case of election against the will by the widow equally with that of a similar election by any other devisee (citing authorities). If the widow elects to take against the will, she must surrender to the disappointed devisees all the bequests under the will, or their value, and chancery will sequester such property for the purpose of the will (citation). Equity treats the substituted devises and bequests to the wife as a trust for the benefit of the disappointed claimants to the amount of their interest therein, and the court will assume jurisdiction and sequester the benefit intended for the refusing wife in order to secure compensation to those whom her election disappoints.”

The editor says that there are cases opposed to that line of authority. The case of Gainer v. Gates, 73 Iowa, 149 (34 N. W. 798), he calls “peculiar.” In that case, the widow was given a life estate in all [68]*68the testator’s property, with the devise of the homestead to Gainer, the plaintiff, and legacies to divers legatees. The widow elected to take against the will. There is no discussion by the court relating to the use of the life estate renounced by the widow, for the benefit of the disappointed devisee of the homestead.

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

Related

Decker v. Decker
37 So. 2d 204 (Supreme Court of Alabama, 1948)
In re Estate of Crow
31 Ohio Law. Abs. 35 (Montgomery County Probate Court, 1940)
Overland v. Jackson
275 P. 21 (Oregon Supreme Court, 1928)
Lambert v. Glover
216 P. 744 (Oregon Supreme Court, 1923)

Cite This Page — Counsel Stack

Bluebook (online)
215 P. 990, 108 Or. 61, 1923 Ore. LEXIS 42, Counsel Stack Legal Research, https://law.counselstack.com/opinion/glover-v-glover-or-1923.