Scott v. Dawson

1936 OK 441, 58 P.2d 538, 177 Okla. 213, 1936 Okla. LEXIS 632
CourtSupreme Court of Oklahoma
DecidedJune 9, 1936
DocketNo. 26272.
StatusPublished
Cited by5 cases

This text of 1936 OK 441 (Scott v. Dawson) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Scott v. Dawson, 1936 OK 441, 58 P.2d 538, 177 Okla. 213, 1936 Okla. LEXIS 632 (Okla. 1936).

Opinion

WELCH, J.

This case had its inception as a probate proceeding in the county court of Pontotoc county, Okla. Ella Scott, nee Perry, a three-quarter blood Chickasaw Indian, who died December 31, 1929, and leaving issue born since March 4, 1906, had made a will dated November 16, 1929, wherein she undertook, among other things, to devise her homestead allotment. The will was admitted to probate upon the application of A. M. Scott and he was appointed executor thereof. At the time of submission of the.final report the plaintiff in error, as an heir of said Ella Scott, nee Perry, and as executor of her last will and testament, challenged her right to make disposition in her will of her homestead allotment in this way. He further contended that, by reason of the homestead provision in the will being invalid, it would invalidate the entire will and make the estate descend according to the law of descent and distribution of the state of Oklahoma. Prom an adverse decision by the county court the executor appealed to the district court of Pontotoc county. There the question was again decided adversely to the executor, and he has appealed to this court, where he will be referred to as plaintiff, while the defendants in error will be referred to as defendants.

It is first insisted by the defendants that the appeal should be dismissed by reason of the fact that upon appeal from the county court' to the district court the cause was tried without filing a certified transcript of the proceedings from the county court. In urging the motion to dismiss the defendants rely chiefly upon In re Assessment of Property of Kennedy, 167 Okla. 248, 29 P. (2d) 112; and In re Folsom’s Estate, 57 Okla. 79, 159 P. 751, and O’Neill v. Cunningham, 159 Okla. 114, 14 P. (2d) 421, are also cited as sustaining their contention. Instead of a certified transcript of the court proceedings the original county court files and papers were used in the trial of the cause without objection. The motion to dismiss is overruled upon authority of Flynn v. Vanderslice, 172 Okla. 320, 44 P. (2d) 967, wherein this court commented at considerable length upon the law as applied to facts in aU material respects similar to the facts here. It is to be observed from the Vander-slice Case, supra, that the practice of substituting or using the original records and files of the county court upon appeal to the district court in probate matters in lieu of certified copies of transcript should be discouraged; however, the practice is not fatal to the jurisdiction of the district court. The certified transcript should be required upon timely motion or objection made, and therein lies the material distinction between this case and the cases relied upon by defendants.

Passing to the question presented by this appeal upon the merits, it is contended by plaintiff that a portion of the land sought to be devised by the terms of the,will was subject to federal restriction against alienation, an.d therefore could not be alienated by will. Ella Scott was. a- three-fourths blood Ohickasaw Indian. She executed the will in November, 1929, and died in December, 1929. Therein she devised to her husband, the plaintiff here, all of her surplus allotment of land, and devised to her children, all born since March 4, 1906, all of her homestead allotment. It is well settled that homesteads of Indian allottees of the degree of blood possessed by Ella Scott are impressed with federal restrictions against alienation and such restrictions remain thereon upon the death of the allottee when such allottee has issue 'born since March 4, "1906. Such homestead allotment is reserved for the use and support of such issue during their life or lives or until April 26, 1931, and the' same cannot be alienated unless restrictions are removed by the Secretary of the Interior. Grisso v. Milsey, 104 Okla. 173, 230 P. 883; Take v. Miller, 139 Okla. 115, 281 P. 576; Dierks v McDonald, 148 Okla. 215, 289 P. 297; Kimbro v. Harper, 113 Okla. 46, 238 P. 840.

An attempt to dispose of land by will is a species of alienation against which such federal restrictions are effective. Taylor v. Parker et al., 33 Okla. 399, 126 P. 573; Letts v. Letts, 73 Okla. 313, 176 P. 234.

Under the several acts of Congress as shown and discussed in Grisso v. Milsey, supra, the homestead in the hands of the allottee prior to her death was inalienable by reason of restrictions imposed by Congress, and such restrictions remained upon her death. We must conclude, therefore, that the will was ineffective to convey any part of the fee-simple title to said land as violative of the congressional restrictions placed thereon.

It is urged by the defendants in this connection that section 9 of the Act of Congress of May 27, 1908 ( 35' Stat. 312, chap. 199), in so far as it provides that the homestead shall remain inalienable for the use and *215 support of issue born subsequent to March 4, 1906, is intended only for the benefit of such issue. They assert that, inasmuch as the homestead here was devised exclusively to such issue, the purpose of such act has been fully served, in that such issue did in fact obtain the exclusive use and benefit of the land up to April -26, 1931.

No authorities are given to support the contention,' and it is evident from all of the cases which have come to our attention, both state and federal, that these. restrictions running with the land are an absolute bar to alienation, and questions concerning the propriety of the alienation have never been considered proper subjects of inquiry where a violation of the congressional inhibition is shown.

Having determined that the devise of the homestead is void, we must determine the further question as to whether or not such void provision in the will renders the entire will ineffectual The instrument sought to dispose only of allotments of land belonging to the testatrix. It sought to give to the husband the surplus allotment, specifically describing the same therein, and it sought to give to the children the homestead allotment with specific description. Our conclusion thus far operates to vest in the husband an interest in the homestead under the law of descent and distribution, which was clearly not intended by the testatrix. The devises to the husband and children, respectively, were in approximately equal portions of land from a standpoint of acreage. There is nothing contained in the will to indicate that the testatrix desired the husband to have the entire surplus allotment, and in addition thereto an undivided interest in the homestead. The devises indicate a general testamentary plan or scheme of dividing the property in specie between her husband and her children. This general plan or purpose is largely destroyed by virtue of the legal failure of the clause devising the homestead. Then to permit the clause devising the entire surplus to the husband to stand clearly does not represent the will of the testatrix and would result in injustice. The several devises under the will are interdependent one upon the other, and are obviously not subject to be treated separately or independently.

We consider the applicable rule of law properly stated in 28 R. O. L. p. 358, sec. 360, as follows:

“The general rule is that invalid provisions in a will may be rejected and the va’id provisions given effect, if the general scheme of disposition entertained by the testator is not thereby changed.

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Bluebook (online)
1936 OK 441, 58 P.2d 538, 177 Okla. 213, 1936 Okla. LEXIS 632, Counsel Stack Legal Research, https://law.counselstack.com/opinion/scott-v-dawson-okla-1936.