In Re Estate of Davidson

115 P. 49, 159 Cal. 98, 1910 Cal. LEXIS 238
CourtCalifornia Supreme Court
DecidedDecember 30, 1910
DocketL.A. No. 2570.
StatusPublished
Cited by7 cases

This text of 115 P. 49 (In Re Estate of Davidson) is published on Counsel Stack Legal Research, covering California 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 Estate of Davidson, 115 P. 49, 159 Cal. 98, 1910 Cal. LEXIS 238 (Cal. 1910).

Opinion

LORIGAN, J.

This is an appeal by the widow from an order sustaining an opposition and demurrer to her application to have a probate homestead set apart to her out of the estate of her deceased husband.

The petition stated that decedent died intestate and childless, leaving surviving him his widow, the petitioner; that at his death he was the owner of an undivided half, as his separate property, of two lots in the city of San Diego, the petitioner being the owner in her separate estate of the other undivided one half thereof; that on the premises were erected a dwelling-house, bam and other improvements made during the marriage, the cost thereof being paid, one half from the community funds, the other half but of the separate funds of the petitioner; that the undivided one half of the realty owned by decedent was worth without the improvements six hundred dollars; that the value of his undivided one half of the improvements so made from community funds was nine hundred dollars, and that the undivided half of the land and improvements vested in the wife as her separate property was of the same value; that said improvements were placed on the property during the lifetime of the decedent for the purpose of making the premises a home for himself and petitioner which they occupied as such up to the time of his death and which petitioner still occupies; that no written declaration of homestead was made in the lifetime of decedent by himself and petitioner or either of them.

The prayer was that the interest of the estate of the decedent in the property be set apart by the court to the widow as a homestead—for life as to the realty, and as to the improvements absolutely.

The demurrer and opposition to the petition was interposed *100 by certain heirs at law of decedent, on the ground that the court had no power to impose a homestead on the undivided interest, of the estate of the decedent in the property.

It will be noted that what the superior court sitting in probate was asked by the widow to do was, to select and set apart to her, as a probate homestead, the undivided interest of her husband alone in lands held by them during his lifetime as tenants in common.

It is, of course, well settled that the court in the administration of the estate of a decedent cannot set apart lands of the estate, as a probate homestead, unless they were lands upon which a homestead could have been impressed in the lifetime of the deceased. (Estate of Noah, 73 Cal. 590, [2 Am. St. Rep. 834, 15 Pac. 290]; Estate of Carraher, 107 Cal. 618, [40 Pac. 1032].) So the question presented here is, could either spouse during the lifetime of the husband impress a homestead solely on his undivided interest in property held in common by both. If this could have been done the court erred in refusing to make the homestead order asked by petitioner.

It has uniformly been held by this court commencing with the early cases of Wolf v. Fleischacker, 5 Cal. 244, [63 Am. Dec. 121], and Giblin v. Jordan, 6 Cal. 416, followed by a number of other decisions, including the late cases of Schoonover v. Birnbaum, 148 Cal. 551, [83 Pac. 999], and United States Oil etc. Co. v. Bell, 153 Cal. 781, [96 Pac. 901], that under both the early homestead acts, and the present code provisions respecting homesteads, a homestead may not be created by one joint tenant in lands held in joint tenancy or as tenants in common, except as authorized by the act of 1868 (Stats. 1867-8, p. 116), which provides that a homestead may be declared upon land of a cotenancy where the declarant is in the exclusive occupation of it and residing thereon. Under this act it was held in Higgins v. Higgins, 46 Cal. 259, that a wife might impress a valid homestead upon her husband’s interest in a cotenancy where these conditions existed.

The cases above cited, and others, including also the pertinent provision of the act of 1868, are considered and discussed in the recent case of Swan v. Walden, 156 Cal. 195, [134 Am. St. Rep. 118, 103 Pac. 931], and it is shown that the right of a cotenant to impress a homestead upon land held in cotenancy *101 (except where the conditions prescribed by the act of 1868 are met) is denied in the earlier decisions because, 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; and that the rule so established by these decisions has been uniformly followed and is still adhered to.

It is insisted, however, by appellant that these cases only have application where a cotenancy exists between the husband or wife and third persons and do not apply where, as here, the tenancy in common existed between husband and wife solely, and relies upon the decision in this very case of Swan v. Walden, which, she contends, makes this distinction, and upon the authority of which she claims that she is entitled to have the interest of her deceased husband, as cotenant in the property, set apart to her as a probate homestead.

In the case relied on, Walden and his wife were the owners in joint tenancy of two lots upon which they resided, and upon both of which Mrs. Walden made a declaration of homestead, and the question presented on the appeal there was, whether such a homestead could be legally created by her as joint tenant in the property held in cotenancy.

The court in deciding the question, after declaring that the rule denying the right of a cotenant to impress a homestead upon the land of the cotenancy, except under the conditions prescribed by the act of 1868, still obtained as a rule of property in this state, and after referring to the case of Giblin v. Jordan, 6 Cal. 416, where it was held that under it the husband could not impress a homestead upon property held in joint tenancy by himself, wife, and daughter because as to the tenancy they were entire strangers to each other, said:—

“But the case which is here presented is different in this respect. Here the wife seeks to impress the whole land with the homestead characteristic. This she may do as to her own interest, which is her separate property, and this she may do as to her husband’s interest, since she has the power to declare a homestead upon the husband’s separate property, though he has no such power over hers. The homestead thus attempted to be declared is upon land, all of which is susceptible at the *102 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, make 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.”

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Cite This Page — Counsel Stack

Bluebook (online)
115 P. 49, 159 Cal. 98, 1910 Cal. LEXIS 238, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-davidson-cal-1910.