Shackelton v. Sherrard

1963 OK 193, 385 P.2d 898, 1963 Okla. LEXIS 496
CourtSupreme Court of Oklahoma
DecidedSeptember 17, 1963
Docket40120
StatusPublished
Cited by39 cases

This text of 1963 OK 193 (Shackelton v. Sherrard) 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
Shackelton v. Sherrard, 1963 OK 193, 385 P.2d 898, 1963 Okla. LEXIS 496 (Okla. 1963).

Opinion

BERRY, Justice.

The parties will be referred to herein as they appeared below.

Plaintiff in Error, Phene Sherrard Shackelton, plaintiff below, brought this action in district court against Ralph E.. Sherrard and Lavonia Sherrard, his wife,, defendants below, to recover possession of and-quiet her title to a tract of land designated as the E/2 of SE/4 of SE/4, and the SW/4 of SE/4 of SE/4 of Sec. 14-20N-Í7E of the IB&M, Rogers County, ■ Oklahoma, containing 20 acres more ór • less. Plaiiitiif' alleged in her petition that she was the-former wife of W. P. Sherrard; that the subject property’ had been conveyed to her and her husband', W.’P. Sher-rard, by joint tenancy warranty deed in March, 1946; that they were’ divorced in November, 1950, and that''the death' of W. P. Sherrard on February 3, 1961 was judicially determined by the County Court of' Rogers County in' March, 1961, all of which served to vest fee title ownership of said land in her. Plaintiff further averred that defendants were in possession of said land; that they claimed an interest therein under a quit claim deed from W. P. Sher-rard and Myrtle Sherrard dated and recorded in December, 1960. ■ ' ' .

Defendants answered by general denial and cross petition setting out’ that they were the son and daughter-in-law of W. P. Sherrard; that plaintiff was never the'wife of said W. P. Sherrard for the reason that he (W. P. Sherrard) had a living wife from whom he was never divorced; that the purported divorce was invalid for this reason; that they (defendants) had cared for Mr. Sherrard during his lengthy last illness; that Mr. Sherrard executed and delivered a quit claim deed to them covering his interest in the property during his lifetime thereby effectively destroying the joint tenancy in the land and vesting them with an undivided ½ interest in the property. Defendants cross-petitioned for a decree establishing their ½'interest in the property and for partition.' The trial court found generally for' defendants on their cross-petition and ordered partition. From the trial court’s order overruling motion for new trial, plaintiff lodged this appeal urging error in the trial court’s “failure to adopt the joint tenancy, with right of sur-vivorship, that is in the event of death of one of the joint tenants, the plaintiff in ér-ror as surviving joint tenant became the owner by operation of law of- -the entire subject matter of the action, described in the joint tenancy deed”' and further that in the alternative, the Court erred in not admitting evidence and rejecting offer of *900 proof to effect of the contribution by the deceased tenant and plaintiff toward purchase money for the property in order to determine the interest in said property. Plaintiff, in her brief, submits the one proposition, namely: “The joint tenancy is absolute, and the surviving tenant (plaintiff) should be adjudged the entire estate.”

In support of this position, plaintiff urges, as we understand it, that contrary to the general rule, the statutory law of Oklahoma, Title 60 O.S.1961 § 74, prohibits the severance by one joint tenant of his interest in derogation of the other joint tenant’s right of survivorship, save and except in the case of an execution, levy and sale of the interest of a judgment debtor.

There was no great variance in the evidence adduced at the trial in the lower court. The parties stipulated that Mr. Sherrard had a living wife at and during the time of his cohabitation with plaintiff. Plaintiff’s evidence revealed the execution of the joint tenancy deed, the decree of divorce, the death of Mr. Sherrard, and the county court’s determination of his death and also admitted the deed from Mr. Sher-rard to defendants.

As we view the matter then, the rights of these parties turn upon the issues as to whether or not under our law the conveyance by a joint tenant to a third party of his interest in the joint tenancy property in .his lifetime severs the joint tenancy. And further, is there any contractual modification or restriction inherent therein under the facts in this case by virtue of the parties’ original contribution of the acquisition cost of such property, and the decree of divorce which contained the words “the title and ownership of said land (the lands involved herein) is not by this judgment to be altered or changed, but said deed shall remain in full force and effect, and upon the death of one of the grantees, the survivor to become the owner of said lands, as is provided by law as to joint tenancy.”

Plaintiff contends here that the decree of the trial court in the divorce action constituted a bar to either party’s right to deal separately with his individual interest in the joint property. We are unable to so conclude. Without considering what jurisdiction, if any, the trial court had to determine property rights of the respective parties, the effect of the words used in the decree is to negate any construction that the property rights of the parties were to be affected by such decree. That is to say, the title to the subject property was to remain status quo with all attendant rights. No issue was raised in the divorce case as to property rights and none was determined.

Plaintiff also contends that the trial court erred in refusing to permit her to testify that she had furnished $1,000.00 of the $1,400.00 consideration for the property from her separate funds. Our research has led us to no case where this particular point is raised under similar facts; however, the general rules appear in the annotations in 43 A.L.R.2d 922-924 and clearly support the trial court’s ruling.

Under the circumstances here as to a third par-ty grantee (defendant herein), we believe the better rule is that where a man and woman have acquired property in joint tenancy while cohabiting as husband and wife, even under an illegal marriage, the same rule will be applied by analogy as would obtain under a valid marriage. Under such rule it is ordinarily immaterial how much money the wife or husband has actually contributed to the purchase of the property involved because a gift from one to the other is presumed. Absent any fraud or special agreement, where the wife or husband knowingly agrees and consents to the conveyance being made to themselves as joint tenants, either is estopped to deny the tenancy of the other. See 43 A.L.R.2d supra, and Wisel v. Terhune, 201 Okl. 231, 204 P.2d 286.

One of the characteristics of joint tenancy is the equality of the interest *901 held by the respective tenants. 60 O.S. 1961 § 74; Stark v. Coker et al., 20 Cal.2d 839, 129 P.2d 390, 393; 48 C.J.S. Joint Tenancy § 5, p. 930; and Cole v. Cole, 139 Cal.App.2d 691, 294 P.2d 494. Although the interests of joint tenants are presumed to be equal, nevertheless, if there is proof of some special agreement between them at variance with the legal presumption of equality, their rights and interests will then be fixed in accordance with their own agreements.

Here the plaintiff did not plead nor offer to show a special agreement. The mere fact of a greater contribution will not overcome the presumption of equality. Wallace v. Riley et al., 23 Cal. App.2d 654, 74 P.2d 807, 812.

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Bluebook (online)
1963 OK 193, 385 P.2d 898, 1963 Okla. LEXIS 496, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shackelton-v-sherrard-okla-1963.