In Re Estate of Ablan

591 N.W.2d 725, 1999 Minn. App. LEXIS 396, 1999 WL 228888
CourtCourt of Appeals of Minnesota
DecidedApril 20, 1999
DocketC1-98-1659
StatusPublished
Cited by4 cases

This text of 591 N.W.2d 725 (In Re Estate of Ablan) is published on Counsel Stack Legal Research, covering Court of Appeals of Minnesota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Estate of Ablan, 591 N.W.2d 725, 1999 Minn. App. LEXIS 396, 1999 WL 228888 (Mich. Ct. App. 1999).

Opinion

OPINION

KALITOWSKI, Judge

Appellant Susan Ablan, surviving wife of Gary G. Ablan, contends the district court erred in determining: (1) she has only a life estate in the homestead she shared with decedent; and (2) she may not compel the remainder beneficiaries to sell their remaining interest to her.

FACTS

Gary G. Ablan, Sr., died intestate January 21, 1996. He was survived by his wife, appellant Susan A. Ablan, and four adult children from a previous marriage: Nancy Scholz, Tammery Leonard, Gary G. Ablan, Jr., and Amy Abram (respondents). Appellant was appointed personal representative of the estate. The assets of the estate on hand for distribution included decedent’s homestead valued at $62,000 and personal property, cash and securities valued at approximately $6,800. At issue in this appeal is the disposition of the homestead.

The district court determined: (1) pursuant to Minn.Stat. § 524.2-402 appellant was entitled to a life estate in the homestead with the remainder interest in the homestead going to respondents; and (2) appellant could not compel respondents to sell to her their remainder interest in the homestead.

*727 ISSUES

1. Is appellant entitled to a fee interest in the homestead as part of her spousal share of the estate?

2. If appellant is entitled to only a life estate in the homestead, can she compel the remainder beneficiaries to sell their remainder interest?

ANALYSIS

A reviewing court is not bound by and need not give deference to a trial court’s decision on a purely legal issue. Frost-Benco Elec. Ass’n v. Minnesota Pub. Utils. Comm’n, 358 N.W.2d 639, 642 (Minn.1984). The construction of a statute is clearly a question of law and thus fully reviewable by an appellate court. Hibbing Educ. Ass’n v. Public Employment Relations Bd., 369 N.W.2d 527, 529 (Minn.1985).

I.

Minn.Stat. § 524.2-402(a)(2) (1998) provides that if there are surviving descendants of the decedent, the homestead descends “to the spouse for the term of the spouse’s natural life and the remainder in equal shares to the decedent’s descendants by representation.” Appellant contends the district court erred by applying this statute and concluding appellant is entitled to only a life estate in the homestead. Instead, appellant argues Minn.Stat. § 524.2-102 allows her to elect to take a fee interest in the homestead of the decedent as part of her spousal share. We disagree.

When a statute is free from ambiguity, we look only at its plain language. Minn.Stat. § 645.16 (1998). “Plain and unambiguous statutory language manifests legislative intent.” Klein Bancorporation, Inc., v. Commissioner of Revenue, 581 N.W.2d 863, 866 (Minn.App.1998). If a statute is ambiguous, the court, in interpreting the statute, must determine and give effect to the intent of the legislature. Minn.Stat. § 645.16. In construing a statute, we look to the statute as a whole and give effect to all of its provisions. Kalberg v. Park & Recreation Bd. of Minneapolis, 563 N.W.2d 275, 278 (Minn.App.1997). The court will not construe a statute to lead to injustice or an absurd result if the language will reasonably permit another construction. Minn.Stat. § 645.17(1) (1998).

Under Minnesota Law, the intestate share of a decedent’s surviving spouse is

the first $150,000, plus one-half of any balance of the intestate estate, if all of the decedent’s surviving descendants are also descendants of the surviving spouse and the surviving spouse has one or more surviving descendants who are not descendants of the decedent, or if one or more of the decedent’s surviving descendants are not descendants of the surviving spouse.

Minn.Stat. § 524.2-102(2) (1998). Because the estate at issue, including the homestead, is worth less than $150,000, appellant contends she is entitled to elect to take a fee interest in the homestead under this section. We disagree.

Under the common law, title to homestead property rests in the heirs absolutely upon the death of the decedent and is not an estate asset for the purpose of administration. In re Application of Lee, 171 Minn. 182, 185, 213 N.W. 736, 737 (1927); Wilson v. Proctor, 28 Minn. 13, 16, 8 N.W. 830, 832 (1881). See also In Re Estate of Van Den Boom, 590 N.W.2d 350, 353 (Minn.App.1999) (stating Minnesota common law indicates a decedent’s homestead is not considered part of the estate for purposes of administration). Appellant acknowledges the common law rule but argues it was abrogated by the legislature’s 1986 enactment of the predecessor to Minn.Stat. § 524.2-402(d) (1998), 1 which states:

(d) For purposes of this section, * * * the surviving spouse is deemed to consent to any testamentary or other disposition of the homestead to which the spouse has not previously consented in writing unless the spouse files * * * a petition that asserts the homestead rights provided to the spouse by this section.

*728 Appellant contends that inclusion of the homestead in the spousal share is an “other disposition” under section 524.2-402(d) and that a spouse who does not want the homestead to be part of the spousal share provision may exercise homestead rights by filing a petition with the court pursuant to Minn. Stat. § 524.2-402(d). Appellant further argues that because she did not file such a petition the homestead here is part of her spousal share under Minn.Stat. § 524.2-102(2).

We disagree with appellant’s interpretation. First, Minn.Stat. § 524.2-102(2),. in detailing the spousal share, makes no reference to the homestead. “Ordinarily, statutes are presumed not to alter or modify the common law unless they expressly so provide * * Agassiz & Odessa Mut. Fire Ins. Co. v. Magnusson, 272 Minn. 156, 166, 136 N.W.2d 861, 868 (1965). If the legislature had intended to change the longstanding common law rule that the homestead is not an asset of the estate, it presumably would have done so with specificity when it enacted section 524.2-102(2).

Second, as the district court noted, the legislature “had before it Minn.Stat. § 524.2-402 [or its predecessor, Minn.Stat. § 525.145] when it enacted the increase in distribution to the surviving spouse [under section 524.2-102(2) ],” but did not specify any change with regard to treatment of the homestead. Further, the legislature reenacted section 524.2-402 in both 1994 and in 1997, subsequent to the adoption of Minn.Stat.

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Bluebook (online)
591 N.W.2d 725, 1999 Minn. App. LEXIS 396, 1999 WL 228888, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-ablan-minnctapp-1999.