Miller v. Fidelity Bankers Trust Co.
This text of 46 S.W.2d 516 (Miller v. Fidelity Bankers Trust Co.) is published on Counsel Stack Legal Research, covering Tennessee Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.
Opinion
delivered the opinion of the Court.
Following the death of Dr. J. E. Miller, his -widow filed this bill against the Fidelity Company, executor of the will of the deceased husband, and other parties interested in the estate, seeking to have her homestead charged against certain property in the town of Eogersville which Dr. Miller had occupied as his home for many years and which he had specifically devised by his will to his nephew, Judge Hal E. Portrum. She prayed that this property be set aside to her as a homestead, and, if worth in excess of $1,000, that it be sold and her “homestead rights” be paid to her from the proceeds of the sale.
The estate consisted of both real and personal property of the estimated aggregate value of $53,144. The testator owed no debts of consequence and, after setting out in his will various specific bequests of small sums of money and of various items of personal property and after devising specifically to Judge Portrum the residence property above mentioned, he directed that all the residue of the estate, real, personal and mixed, be sold *152 and the proceeds distributed, $10,000' to bis wife, $500 to each of two nephews, $5,000 to his sister, Mrs. Laura Webster, and the balance, if any, be equally divided between this sister and his wife.
The record shows that Dr. Miller was about seventy-five years old at the time of his death and his wife some twenty years younger; that the former wife of Dr. Miller had died some four or five years before his death, and that he had later married the complainant and had with her occupied, during their married life of some three and one-half years, the residence in question. It also appeared that Judge Portrum was a favorite nephew of' the testator, who had no children, and that Judge Port-rum had spent much of his time in intimate association with his uncle from his childhood up. In addition to this residence property, the testator left two other pieces of real estate, one a hospital building of an estimated value of $5,000, and a vacant lot of an estimated value of $1,000.
The bill was filed some two months after the probate of the will, to which answers were duly filed, in which the right of the complainant to homestead in said property was denied, unless she should dissent from the will, and in that event it was insisted that the homestead right should be charged against the real estate other than the home property, in view of the specific bequest of this particular property and the obvious intention of the testator, deducible from all of the attending circumstances, that this home place should become the property of the nephew, Judge Portrum; and that, under the circumstances, the widow, if not already chargeable with having exercised her election to take under the will by reason of her acceptance of certain properties thereunder, should be put to her election.
*153 Much proof was taken and the Chancellor decreed for the complainant, holding that the widow was not required to elect with respect to her homestead rights involved, hut was entitled both to take under the will and to have the homestead assigned to her in the residence property. An appeal was taken from this decree to the Court of Appeals and the cause was transferred to the Middle Division because of the interest of Judge Port-rum- therein, and his disqualification as a member of the Court of Appeals of the Eastern Division. The Court, in an opinion by presiding Judge Faw, reversed the decree of the Chancellor. This Court has considered a petition duly presented for certiorari, but, being satisfied that there is no error in the decree of the Court of Appeals, this petition is denied.
The opinion handed down by Judge Faw is comprehensive and convincing, and contains a discussion of the interesting legal question involved which is so satisfactory that it is adopted and incorporated herein.
After a very full review of all the facts, including a copy in full of the will and extensive excerpts from the pleadings and the testimony, this learned opinion proceeds as follows:
“Through assignments of error the appellant insists, first, that the Chancellor erred in holding and decreeing that complainant, the widow of the testator, was not, by. the terms of the will, put to an election with respect to the homestead rights involved in this case, and in not holding that the gift or devise of the testator’s ‘residence property’ to appellant Portrum necessarily excluded any homestead rights of the complainant therein, so that she was put to her election between the will and the rights she would take as widow.
*154 “The remaining contentions presented by appellant’s assignments of error are in the alternative, and will not require consideration if the first assignment of error, supra, is well made.
‘'It may he well to preface our consideration of the question of election raised by the first assignment of error with an inquiry as to the nature and character of the ‘homestead right’ of Dr. Miller, and of his widow upon his death.
“ ‘There is a difference in the homestead right before and after assignment, just as there is a difference in the dower right before and after assignment. While the widow is entitled to only one-third interest in the land of her deceased husband as dower, that right to one-third hovers over the whole land as a right in her and an incumbrance or charge on the land, until it is assigned, and the dower right does not become a vested one nor ripen into a freehold estate until dower is set apart by assignment by metes and bounds. A dower is not an estate but only a right which attaches to the whole land before assignment, but after assignment it is an interest or estate for life, which is confined to the metes and bounds assigned for dower. Thompson v. Stacy, 10 Yerg., 493; White v. Nashville, 2 Swan, 364; Latta v. Brown, 12 Pickle, 356.
“ ‘So the homestead right hovers over the whole land until it is assigned by metes and bounds, or some equivalent act. One material difference between the two is that no matter what may be the value of the land, the widow can have dower in only one-third of it, and hence a designation by metes and bounds is necessary, while in the case of homestead, if the land does not exceed $1,000 in value, the homestead right will cover the whole of it. In such case-there can be no other process of as *155 signment by metes and bounds, except a sale of tbe tract subject to the homestead right, and such sale is a setting apart the whole of the tract as a homestead by its metes and bounds. Now, after assignment or location of the homestead as above, there is no practical difference between the dower, and homestead rights, so far as the interest or estate of the persons holding them is concerned. While before the assignment there was no freehold estate and no interest, but a mere right, after the assignment there is an interest and estate for life in each case. . . .
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46 S.W.2d 516, 164 Tenn. 149, 11 Smith & H. 149, 1931 Tenn. LEXIS 22, Counsel Stack Legal Research, https://law.counselstack.com/opinion/miller-v-fidelity-bankers-trust-co-tenn-1932.