In Re Dunlap's Estate

87 P.2d 225, 161 Or. 93, 1939 Ore. LEXIS 27
CourtOregon Supreme Court
DecidedJanuary 31, 1939
StatusPublished
Cited by4 cases

This text of 87 P.2d 225 (In Re Dunlap's Estate) 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
In Re Dunlap's Estate, 87 P.2d 225, 161 Or. 93, 1939 Ore. LEXIS 27 (Or. 1939).

Opinion

KELLY, J.

On or about April 18,1932, W. H. Dunlap died testate in Harney county, Oregon. At the time of his death, he was a resident of said Harney county and left an estate consisting of real and personal property. By the terms of his will his wife and four daughters were bequeathed one dollar each, and all the rest, residue and remainder of his estate was devised and bequeathed to A. D. Woodruff. Said Wood-ruff was also appointed executor of said will to serve without bond or bonds.

Prom 1910 to 1919, Dunlap and his wife, the petitioner herein, resided at Drewsey, Oregon, on the 160 acres in suit, the same bejng the northwest quarter of section 27, township 20, south range 35 east of Willamette Meridian in Harney county, Oregon.

*95 In 1919, Mr. and Mrs. Dunlap sold this land and the livestock on it to one Miller for $15,000 for which $7,500 was paid in cash and a mortgage on said property was given for the remaining $7,500.

Miller defaulted in his mortgage and Mr. Dunlap foreclosed thereby receiving title in April, 1931. Dunlap regained actual possession about April 1, 1931.

In September, 1931, Dunlap, needing medical attention, went to Burns, Oregon. While conversing with a physician, he inquired as to the whereabouts of Woodruff, whereupon the doctor directed him to Wood-ruff, who was at work with a team across the street from where the doctor and Dunlap were talking.

Woodruff testified that Dunlap agreed to give him the premises in suit, if he, Woodruff, and his wife would care for him while he lived. Dunlap then came to the home of Mr. and Mrs. Woodruff, Alva Woodruff, a son of A. D. Woodruff, and his wife went to the premises in suit and remained there while Dunlap lived. On several occasions Dunlap returned to said premises remaining a day or two at a time.

Sometime prior to March 21,1932, Dunlap executed a holographic will, giving to “Mabel Dunlap and her four daughters one Dollar each” and the rest of his property to A. D. Woodruff, appointing him executor without bond “and giving him seisin thereof for my care and keep as long as I live.” The following notation appears on said will: “N W 1/4 Se 27 TP 20 S.”

On March 21, 1932, Judge Ellis prepared the will which has been admitted to probate herein. This will contains the same provisions as those of the holographic will above mentioned.

In 1921, Mr. and Mrs. Dunlap took up their residence in Lincoln county. In June, 1922, Dunlap, be *96 ing dissatisfied with life on the coast, left his wife and daughters and remained away about seven months. In 1923, he again left home and three months afterward, wrote to his wife from Arkansas. He never again returned to his family, but remained away from the state of Oregon until September, 1930.

A contest of the will herein was filed by petitioner and her four daughters. As to the petitioner, this contest has been dismissed.

In 1919, the legislature enacted chapter 112, Session Laws 1919, sections 5 and 6 of which became respectively sections 225 and 226 Oregon Laws 1920. In construing that legislation this court held that its effect was to take the family homestead out from the general class of property dealt with by section 1234 ibid, and deal with it specially: Overland et al. v. Jackson et al., 128 Or. 455, 275 P. 21. Said section 1234 amended in 1923 and 1927, is now section 11-402, Oregon Code 1930.

In 1927, said sections 225 and 226, Oregon Laws 1920, were amended. By that amendment, to each of those sections the following clause was added: “And provided further, that nothing herein contained shall be construed as preventing or limiting the court or judge from setting apart for the widow, widower or minor children of the deceased, the homestead as pro-' vided in section 11-402, Oregon Code.”: Sections 3-205 and 3-206, Oregon Code 1930. In speaking of the effect of these amendments of said sections 225 and 226, Oregon Laws 1923, made in 1927, this court through Mr. Justice Belt has said:

“Clearly the effect of these amendments made in 1927 is to reinstate the rule as announced in Wycoff v. Snapp, supra, in which it was held that under the *97 provisions of section 1234, L. O. L., now section 11-402, Oregon Code 1930, the surviving spouse acquires a fee simple estate.”: Banfield v. Small, 139 Or. 135, 8 P. (2d) 779. In Banfield v. Small, supra, the court was considering whether the surviving spouse acquired a fee simple estate or a lesser estate.

In the case at bar, we are considering the question whether the court may set aside a homestead to the surviving widow as provided in section 1234, L. O. L. (now section 11-402, Oregon Code 1930). In Wycoff v. Snapp, 72 Or. 234, 143 P. 902, from which the quotation in Banfield v. Small, supra, is taken this court also held that—

“The property being thus exempt from execution, it was competent for the county court to set it apart to the widow for the support of herself and the minor children, as provided in Section 1234, L. O. L.”

In accordance with the holding in Banfield v. Small, supra, homesteads now are to be treated in that respect as other exempt property specified in section 11-402, Oregon Code 1930.

Section 3-206, Oregon Code 1930, is as follows:

“Devise of homesteads — Freedom from liens— When any homestead shall have been disposed of by the last will and testament of the owner thereof, the devisee shall take the same free of all judgments and claims against the testator of his homestead estate, except mortgages lawfully executed thereon and laborers’ and mechanics’ liens; provided, however, that such exemption shall not extend to any devisee other than a child, grandchild, widow or widower, and father or mother of the testator; provided further, such homestead shall be subject to and charged with the expenses of his last sickness and of his funeral and the costs and charges of probate; and provided further, that nothing herein contained shall be construed as preventing *98 or limiting the conrt or jndge from setting apart for the widow, widower or minor children of the deceased the homestead as provided in section 11-402, Oregon Code.”

While the first sentence recognizes the right of the owner of a homestead to dispose of it by a last will and testament, the concluding proviso therein declares that nothing contained in that section of the code shall prevent or limit the court or judge from setting apart a homestead for the widow, etc.

To give effect to both of these provisions, we are constrained to hold that as to a widow, widower or surviving minor children of the deceased testator, such testator’s disposal by will and testament of a homestead to any other person may become effective only when they, that is, the widow, widower or minor children, elect to take under such will and testament.

When such election is made, it is by virtue thereof and not by reason of the statute that the court is prevented from setting apart such homestead.

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Related

Moore v. Schermerhorn
308 P.2d 180 (Oregon Supreme Court, 1957)
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253 P.2d 276 (Oregon Supreme Court, 1953)
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238 P.2d 761 (Oregon Supreme Court, 1951)
Kinney v. Uglow
98 P.2d 1006 (Oregon Supreme Court, 1939)

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Bluebook (online)
87 P.2d 225, 161 Or. 93, 1939 Ore. LEXIS 27, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-dunlaps-estate-or-1939.