Rodgers v. Bradley

533 So. 2d 546, 1988 Ala. LEXIS 489
CourtSupreme Court of Alabama
DecidedSeptember 9, 1988
Docket87-164, 87-232
StatusPublished
Cited by2 cases

This text of 533 So. 2d 546 (Rodgers v. Bradley) is published on Counsel Stack Legal Research, covering Supreme Court of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Rodgers v. Bradley, 533 So. 2d 546, 1988 Ala. LEXIS 489 (Ala. 1988).

Opinion

STEAGALL, Justice.

Appellant, James H. Rodgers, as executor of the estate of Pauline C. Rodgers, deceased, appeals from the dismissal by the Probate Court of Geneva County of the estate’s claim requesting that the homestead of Pauline C. Rodgers’s deceased husband, James Edward Hall, be set aside and that the title thereto be vested in Pauline C. Rodgers and Judy Hall Bradley, the adult child of Pauline C. Rodgers and James Edward Hall. Judy Hall Bradley filed a cross-appeal as the daughter and only heir of James Edward Hall, from the denial of her motion to dismiss the petition of Pauline C. Rodgers on the grounds that the right to claim homestead is personal and does not survive to the estate of the deceased.

James Edward Hall died intestate on July 24, 1971, survived by his wife, Pauline C. Hall (Rodgers), and his daughter Judy Hall Bradley. At his death, James E. Hall owned one parcel of real estate, located in Geneva County, which constituted his homestead and the homestead of his family. After James E. Hall’s death, but before the filing of this action, Pauline C. Hall (hereinafter Pauline C. Rodgers) married James H. Rodgers.

On December 18, 1985, Pauline C. Rodgers filed a petition in the Probate Court of Geneva County, Alabama, requesting the court to set aside the homestead of James E. Hall and to adjudge Pauline C. Rodgers and Judy Hall Bradley the absolute owners in fee simple of the aforementioned homestead, as tenants in common, and to hold that Pauline C. Rodgers, as James E. Hall’s widow, had a life estate in the one-half undivided interest that would belong to Judy Hall Bradley.

On December 19, 1985, the day following the filing of the petition, Pauline C. Rodgers died testate, leaving her entire estate to her husband, James H. Rodgers, and naming him as executor of her will. No further action had been taken on Pauline C. Rodgers’s behalf at the time of her death.

On April 24, 1986, James H. Rodgers submitted a motion to the. probate court to substitute himself as executor of Pauline C. Rodgers’s estate, as petitioner in this matter. An “order of reviver” was entered by the probate court granting Rodgers’s motion.

[548]*548Judy Hall Bradley (hereinafter “Bradley”) filed a motion to dismiss the petition, arguing that there was no vesting of title in Pauline C. Rodgers during her lifetime and that the right to title did not survive her death and could not be revived in the name of her personal representative.

The probate court appointed appraisers and on January 14, 1987, a report of the appraisers and commissioners was submitted to the probate court; that report found that the real estate in issue constituted all the real estate owned in the State of Alabama by the decedent and that the value of said property at the time of his death was $12,000.

On April 17, 1987, the probate court denied the petition as revived by James H. Rodgers and declared that the property previously owned by James E. Hall belonged to his daughter, Judy Hall Bradley, as his only legal heir, and awarded her full possession thereof.

On May 12, 1987, James H. Rodgers, as executor of the estate of Pauline C. Rodgers, filed a motion to alter, amend, or vacate the probate court’s order or, in the alternative, to grant a new trial. From the denial of his motion, Rodgers appeals.

Respondent Judy Hall Bradley filed a cross-appeal from the order of the probate court dated April 24, 1986, denying Bradley’s motion to dismiss and granting Rodgers’s motion to revive.

On appeal, Rodgers presents two issues for review:

1. Was he denied his constitutional rights to prosecute a civil cause and to due process of law, under sections 10 and 13 of the Constitution of Alabama of 1901, respectively, by the action of the trial judge in entering a judgment against him without giving him notice thereof or an opportunity to be heard prior to the entry of such judgment? and,
2. Did the probate court err by entering judgment against him without giving him notice thereof or an opportunity to be heard prior to the entry of such judgment?

On cross-appeal, Bradley argues one issue — can a widow’s action to have property set apart and title vested in her as a homestead survive her death and be maintained in the name of her executor?

The area of the law dealing with the homestead exemption has proved a difficult one to grasp.

“Homestead has historically been a confused and confusing area of the law, which has presented difficulties to both the bench and the bar. The most litigated aspect of homestead law has been the nature and value of the interest to be granted survivors under the Alabama Statutes.”

Mordecai v. Scott, 294 Ala. 626, 629, 320 So.2d 642, 644 (1975).

In applying the homestead law in Alabama, the law to be used is the law as it existed at the time of decedent’s death. Mordecai v. Scott, supra. In this case, the law to be applied is the law as it existed at James E. Hall’s death on July 24, 1971. When, as in this case, administration of the estate has not been granted, that law can be found in Article 3 of Title 7, § 661 et seq., Code of Alabama 1940 (Recompiled 1958), and it is procedurally governed by § 694 through § 698 of that same title. Sections 694 through 698 read as follows:

“§ 694. When the property, real or personal, owned by a decedent at the time of his death, does not exceed in amount and value the exemption allowed in favor of his widow and minor child or children, or either, and no administration is granted on his estate within sixty days after his death, the probate court of the county in which he resided at the time of his death, upon the application of the widow, or if there be no widow, or she does not act, upon the application of a suitable person who shall be appointed by the judge of probate as the next friend of such minor child or children, verified by oath and setting forth such facts, as well as the names, condition, and residence, if known, of the heirs of the decedent, other than the minor children of the decedent, must appoint two commissioners who shall make a full and [549]*549complete inventory and appraisement of the real or personal property, or both, of such decedent, describing the property and stating the value of each item or parcel thereof; and in estimating the value of such property, or any part thereof, if the same be held in pledge or under mortgage or other lien or incumbrance created prior to the death of the decedent, such encumbered property must be valued at only the excess of its value over and above the sum of such liens or other incumbrances. (1947, p. 41, appvd. July 17, 1947.)
“§ 695. If such property, real or personal, or both, does not exceed in amount or value the exemptions allowed in such property, the commissioners must set apart the same to the widow and minor child or children, or either, as exempt from administration; and within ten days thereafter, they shall return to the court the inventory and appraisement, with a report of their action in the premises.
“§ 696. Exceptions to such report may be filed, heard and determined as in other cases of exceptions to reports setting apart exemptions.
“§ 697.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Tate v. Water Works & Sewer Board of Oxford
217 So. 3d 906 (Court of Civil Appeals of Alabama, 2016)
Drummond Co., Inc. v. Gunter
588 So. 2d 465 (Court of Civil Appeals of Alabama, 1991)

Cite This Page — Counsel Stack

Bluebook (online)
533 So. 2d 546, 1988 Ala. LEXIS 489, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rodgers-v-bradley-ala-1988.