In Re Estate of Carraghar

183 P. 161, 181 Cal. 15, 1919 Cal. LEXIS 312
California Supreme Court·Decided August 8, 1919·No. Sac. No. 2938.·Published·Cited by 11 cases

Opinions

ANGELLOTTI, C. J.

This is an appeal by the surviving wife of deceased from an order denying her petition for a probate homestead out of the only real property owned by the deceased at the time of his death, which was an undivided half of a lot in the city of Sacramento, and was his separate property. The other undivided one-half of said lot was owned by one Buckman. In the year 1898 deceased constructed a dwelling-house on this land. From the year 1899 to the death of deceased in 1917, the premises were occupied by deceased and his wife as their residence, and during all said time deceased had said premises inclosed, and, with his wife, was in exclusive occupation thereof. The learned judge of the lower court concluded that in view of the decisions of this court, a homestead could not be set apart from this property so owned by the deceased as a tenant in common with another person, and therefore denied the application.

[1] Whatever we might think if the question were a new one in this state, it is clear that the general rule to the effect that a homestead cannot be created or set apart from property owned by the husband or wife and a third party as tenants in common or joint tenants is too thoroughly established by a long line of decisions, commencing with Wolf v. Fleischacker, 5 Cal. 244, [63 Am. Dec. 121], and running down practically to this time, to permit us now to hold otherwise. Most of these decisions were discussed in the comparatively recent case of Schoonover v. Birnbaum, 148 Cal. 548, [83 Pac. 999], (decided in January, 1906), in which it was sought to have the prior decisions on the question overruled, and where we felt compelled to say that “without expressing any opinion concerning the soundness or uhsoundness of the decisions in question, we are of the opinion that they should be adhered to, leaving it to the legislature to extend the right of the homestead to cotenants if it shall see fit.” This conclusion was reached in view of the rule of stare decisis, especially with regard to the rules of law upon the subject of titles to real estate. More than thirteen years have passed *17 since that decision without any legislative action in the respect referred to, and, of course, what was there said applies now with much more force than it did in 1906. Since the decision in Schoonover v. Birnbaum, supra, this general rule has been fully recognized in United States etc. Co. v. Bell, 153 Cal. 781, [96 Pac. 901], Swan v. Walden, 156 Cal. 195, [134 Am. St. Rep. 116, 20 Ann. Cas. 194, 103 Pac. 931], and Estate of Davidson, 159 Cal. 98, [115 Pac. 49], In Swan v. Walden, supra, a case of a homestead selected by the wife during the lifetime of the parties, the homestead was upheld although the property was held in joint tenancy, but this was because the only joint tenants were the husband and wife, and the wife’s selection was of the whole property, and the wife had the power under the law to declare a homestead upon the husband’s separate property as well as upon her own property. As to this situation the court said: “The homestead thus attempted to be declared is upon land, all of which is susceptible at the instance of the wife of having the homestead characteristics impressed upon it. There is no occasion for segregation or partition or delimitation of boundaries, since the homestead attaches to all of the estate and all of the land. The reasons which, in the view of this court, made it legally impossible for the husband to declare such a homestead when there was a cotenancy between himself, his wife, or third persons, does not exist in the peculiar instance of the case at bar. ’ ’ (See, also, In re Bailard, 178 Cal. 293, [173 Pac. 170].) As we have seen in the case at bar, the other tenant in common is a third party. The reason expressed for the rule enunciated by our decisions, as stated in Estate of Davidson, 159 Cal. 98, 101, [115 Pac. 49, 50], is that “on account of the nature of the tenancy, there can be no segregation or delimitation of the boundaries of the particular estate, or interest in the property of the cotenancy sought to be impressed whereby it can be determined as to what particular part of the land the homestead attaches.” In Estate of Davidson, supra, it was sought by the surviving wife to have set apart as a probate homestead the deceased husband’s undivided half of the property on which they resided at the time of his death, the wife being the owner of the other undivided half, and it was held by the same justices who participated in Swan v. Walden, supra, that, in view of the rule of our decisions, the husband’s *18 undivided one-half could not be selected as a probate homestead.

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In Re Estate of Carraghar, 183 P. 161, 181 Cal. 15, 1919 Cal. LEXIS 312 (Cal. 1919).

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