Jarrell v. Payne

75 Ala. 577
Supreme Court of Alabama·Decided December 15, 1884·Published·Cited by 9 cases

Opinion

STORE, C. J.-

-This case presents the question of homestead and other exemptions in a form different from any heretofore considered. We have considered the question in many phases ; where such property was sought to be subjected to sale under legal process, and where it was sought to be brought under the dominion of administration, for the payment of debts, or for distribution. In all such cases, we have held that exemption is a privilege to be claimed ; and if not claimed until the property has been subjected to sale, our ruling has been that the right is lost. We have taken a further step, and held that if the homestead is to be severed from a larger tract, or the exempt personalty from a larger bulk, the selection of the exempt portion must be made before sale, or the right is lost. And the claim of exemption, to be successful, must not be in excess of that allowed by law.—Tucker v. Henderson, 63 Ala. 280 ; Martin v. Lile, Ib. 406 ; Simpson v. Simpson, 30 Ala. 225 ; Bell v. Davis, 42 Ala. 460 ; Henderson v. Tucker, 70 Ala. 381; Wright v. Grabfelder, 74 Ala. 460; Barber v. Williams, Ib. 331; Spencer v. Clark [ante, p. 49].

In the present case, there has been no attempt to subject the land or personal property to sale, either under legal process, or under an order of the probate court. The exact case is as follows : John T. Jarrell died, leaving a last will, and appointing William C. Jarrell to be executor thereof. The will was probated, and the executor qualified. Testator left a surviving widow and one infant child. He owned and occupied eighty acres of land at the time of his death, and personal property, valued by the appraisers at two hundred and sixty-five dollars. The testimony declares this was the only property he owned, and that the land was occupied by testator as a homestead at the time of his death, and was worth not exceeding one thousand dollars. It has ever since been occupied by the widow and child as a homestead. The report of the appraisers states, “ the following articles ” (the entire personal assets) “ are selected and [579] set apart for widow and minor child under section 2824 of the ■Code.” No report appears to have been made by any one in reference to the homestead, and it does not appear that the ■executor ever interfered with it in any way, or made any effort to sell it, rent it, or to obtain possession of it. The estate was. reported and declared insolvent, and the executor filed his account for a final settlement, charging himself with little or no assets, but claiming credit for expenses of administration. Creditors filed exceptions to the account current, and succeeded in establishing a charge against him, made up chiefly of rents of said eighty acres of land, which it was alleged the executor ought to have realized. Exceptions were reserved to ■these rulings, and this presents the question for our determination.

The statute makes express provision for reporting claim of homestead in the following cases: Sections 2828-9 of the Code ■of 1876 provide for the declaration and recording of such claim before any process is levied upon it. Sections 2832 and 2834 provide for reporting such claim, when no claim has been made before, but is made after process levied. Section 2840 makes provision for selecting the homestead, “ when any resident of this State dies, leaving a widow or minor child or children, one or both, and such resident owned lands, or an interest therein in this State, but did not at the time of his death reside on a homestead owned by him, of the value of two thousand dollars.” There is no express direction or provision for selecting the homestead by or for the widow or minor children, when the family resided on the homestead at the time of the husband’s death. Yet, section 2841 declares that “ when homestead or ■exemption is claimed by the widow or guardian of the minors, or by commissioners appointed by the judge of probate under any of the provisions of this chapter [the whole subject of exemptions], the same shall be returned to the probate court having jurisdiction of the estate within sixty days thereafter,” etc. The statute is silent as to the person who shall make the report in a case circumstanced as this is; as silent as it is as to the manner of asserting the claim, or making the selection. On whom does the duty rest of making the return ? We think we best promote the policy and symmetry of the law by holding' that this duty rests on the personal representative.

When the tract consists of more acres, or is of greater value than can be claimed as exempt homestead, there must be a selection of the part claimed. This is indispensable, for otherwise it can not be known of what the homestead consists, nor whether the claim is excessive. But when, as in this case, the whole tract does not exceed the quantity the law exempts, there is no room for selection, unless the value exceeds two [580] thousand dollars. That is not asserted in this case, and the proof shows it did not exceed one thousand dollars in value. It follows that all the law required in this case was, that the claim should be asserted or made known, before the personal representative acquired dominion over it for purposes of administration, or some creditor procured its sale for the payment of debts. —Keel v. Larkin, 72 Ala, 493. Section 2827 of the Code declares that “the homestead exempted .for the benefit of the widow and minor child or children, under this chapter, may be retained by such widow, or by such child or children, until it is ascertained whether the estate is solvent or insolvent; and if the estate is insolvent, shall vest in them absolutely.”

There is, in substance, no difference between the right of homestead asserted in this case, and the kindred right of exempt personal property, claimed by the widow or - minor children. In Mitcham v. Moore, 73 Ala. 542, this court said:' “ The right of exemption is not dependent upon the existence of an administration. The purpose of making it is the maintenance of the widow and minor children, a purpose which could not often be accomplished, if the right was dependent on the existence of an administration. . . . And so it may occur that if there was a grant of an administration, the personal property which would pass to the personal representative would not equal the value of the exemption. There would be no duty in reference to it to be performed by the personal representative, except that of permitting the selection to be made. The grant of administration would be, as to such property, merely formal and ceremoneous, creating unnecessary expense, and diminishing the value of the exemption.”

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Jarrell v. Payne, 75 Ala. 577 (Ala. 1884).

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