Hodges v. Hodges

77 So. 741, 201 Ala. 215, 1918 Ala. LEXIS 246
CourtSupreme Court of Alabama
DecidedJanuary 17, 1918
Docket6 Div. 580.
StatusPublished
Cited by8 cases

This text of 77 So. 741 (Hodges v. Hodges) 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
Hodges v. Hodges, 77 So. 741, 201 Ala. 215, 1918 Ala. LEXIS 246 (Ala. 1918).

Opinion

McCDELDAN, J.

Statutory ejectment by appellant against appellee (substituted defendant) to recover 20 acres of land described in the complaint. This cause was before this court on a former appeal. Hodges v. Hodges, 172 Ala. 11, 54 South. 618. It was insisted on that occasion that the plaintiff, the widow of Joel B. Hodges, was estopped to assert any homestead right in the 20 acres in question, for that she had petitioned the probate court to set aside to her as the widow’s homestead exemption 60 acres — and it was so set aside — an area not comprising the 20 acres in suit. On the record then before this court it was not even suggested that the 20 acres in controversy, constituting a part of the 80 acres owned by decedent, was not a part of the homestead. Expressly declining to decide the merits of the question of estoppel, this court held that, if the estoppel had merit, it was equitable in nature and not available in ejectment at law. Citing Vankirk Co. v. Green, 132 Ala. 348, 353, 31 South. 484; Williams v. Armstrong, 130 Ala. 389, 394, 30 South. 553.

A bill was then filed whereby it was sought to avail of the estoppel before stated and to enjoin the further prosecution of this action of ejectment. On appeal from a final decree, in response to an application for rehearing, it was decided that the asserted estoppel did not avail the complainant, reversing the decree of the chancellor. Hodges v. Birmingham Securities Co., 187 Ala. 290, particularly pages 295-298, 65 South. 920. After remandment, the bill was sought to be amended, but this court ruled, affirming the decree on demurrer, as reported in 193 Ala. 197, 68 South. 980, that the amendment of the hill did not avoid the effect of the application of the doctrine of the prior decision (187 Ala. 295-298, 65 South. 920). Iu the opinion, fit page 200 of 193 Ala., at page 981 of 68 South., it was declared:

“If the 20-acre tract was not a part of thb actual homestead, or if the whole tract of 80 acres exceeded the value of $2,000 at the time of Hodges’ death, these facts and their legal consequences can he shown in defense of the ejectment suit now pending.”

[1, 2] The judgment from which this appeal is prosecuted resulted from a trial of the ejectment suit on the issues thus foreshadowed. If the 20 acres in contest did not constitute a part of the homestead of Hodges when he died, or if his homestead consisted of this 20 acres together with the other 60 acres, and the 80 acres thus comprising his homestead at the time of Hodges’ death was of a value exceeding $2,000, then section 2071 of the Code of 1896 (the law in effect when he died iu 1903) was without operation or effect to automatically vest in the widow the absolute fee in the 20 acres in controversy. “Homestead” as employed in that section— which, to quote the statute, must-have constituted “all the r.eal estate owned iu this state by the decedent at the time of his death” — • meant the “homestead” as defined in these, among other, decisions made by this court: Turner v. Turner, 107 Ala. 465, 468, 469, 18 South. 210, 54 Am. St. Rep. 110; Garrett v. Jones, 95 Ala. 96, 101, 10 South. 702; Barber v. Williams, 74 Ala. 331, 333, 334; Boyle v. Shulman, 59 Ala. 566. Actual occupancy, except in the single instance of temporary absence for which the statutes prescribe a preservative remedy, is essential to the constitution and retention of an homestead in this state. Scaife v. Argall, 74 Ala. 473; 8 Michie Ala. Dig. pp. 88, 89.

Some time prior to Hodges’ death this 20 acres undoubtedly constituted a part of his homestead, of 80 acres. Two or three years before his death this 20 acres was thought by Hodges to have been effectually sold for taxes, whereas, in fact, the tax sale was void. There is evidence tending to show that Hodges acted on the idea that he had lost his theretofore sound title in fee to this 20 acres by quitting the cultivation in whole or in part of this 20 acres. As a matter of fact, the legal title to the 20 acres remained in Hodges up to his death in 1903. On this phase of the case the real question appears to he whethef Hodges had abandoned this 20 acres as a part of his homestead. There is no evidence tending, even, to show that possession of this 20 acres was taken by any one opposed in right or claim to Hodges. This fact distinguishes Thacker v. Morris, 166 Ala. 395-400, 52 South. 73, since there the purchaser was put in possession under the-abortive conveyance to him. The like observation applies to distinguish some expressions to he found in Smith v. Pearce, 85 Ala. 264, 4 South. 616, 7 Am. St. Rep. 44, though it is to be noted therein that the court attached importance to the absence of an “actual change in possession.” In Crim v. Nelms, 78 Ala. 604-608, account was likewise taken of the absence of an “ostensible change in possession.”

[3] Since the impression of the homestead character upon a rural area is dependent upon occupancy (with the exception before- *217 indicated), abandonment of the area, in whole •or in part, as a homestead, so as to remove therefrom the impression of the homestead character, is determinable by the occupancy as one of the factors in the inquiry. If one may abandon an existing rural homestead as a unit, it would seem to be certain that a definite, separable part of an agricultural area may be abandoned as a part of a homestead. The greater would seem to include the lesser; though it has been ruled here that the surrender of control of a part of the dwelling house did not operate as an abandonment of the whole. Smith v. Pearce, supra. It has been held here that tracts of land not contiguous to the dwelling site may constitute the homestead of the owner if the noncontiguous tract is a source from which the support of the family is drawn; that conclusion being predicated, necessarily, of the affirmation that in such circumstances the noncontiguous tract is subjected to the occupancy of the owner as a homestead. Dicus v. Hall, 83 Ala. 159, 3 South. 239; Hodges v. Winston, 95 Ala. 514, 11 South. 200, 36 Am. St. Rep. 241.

[4] The application of the analogy afforded by these decisions to the phase of the evidence tending to show that the decedent abandoned this 20 acres as a source from which to draw support for himself and family, who actually resided on his adjacent holdings, led this court to the conclusion that the question of his intentional abandonment of this 20 acres as a part of his homestead was a question for the jury; provided the jury found that the decedent in fact abandoned the use of the 20 acres as a source of support for his family.

[5] Under the two issues tried in the court below — the burden of the affirmative of which was upon the plaintiff to establish — no question with respect to the decedent’s title to the land was material to the determination of the rights of the parties. The issues tendered and tried involved only the homestead character vel non of the 20 acres in question, and the solution of this issue depended upon the two inquiries of fact which have been before restated. Hence there was no possible prejudicial error in the refusal by the court of the following special charges requested by and refused to the plaintiff: 13, 9, 14, A, and B (both lettered by us).

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Bluebook (online)
77 So. 741, 201 Ala. 215, 1918 Ala. LEXIS 246, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hodges-v-hodges-ala-1918.