Stelzenmuller v. Carroll

127 So. 2d 842, 272 Ala. 13, 1961 Ala. LEXIS 342
CourtSupreme Court of Alabama
DecidedJanuary 26, 1961
Docket6 Div. 293
StatusPublished
Cited by1 cases

This text of 127 So. 2d 842 (Stelzenmuller v. Carroll) 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
Stelzenmuller v. Carroll, 127 So. 2d 842, 272 Ala. 13, 1961 Ala. LEXIS 342 (Ala. 1961).

Opinion

GOODWYN, Justice.

This is an appeal from a decree of the probate court of Jefferson County rendered in connection with the estate of Richard Benito Carroll, deceased. The substantive question presented concerns the construction of § 18, Tit. 61, Code 1940, which provides as follows:

“The widow may, in all cases, dissent from the will of her deceased husband, and, in lieu of the provision made for her by such will, take her dower in the lands and such portion of the personal estate as she would have been entitled to in case of intestacy; except that if there are no children or their descendants and the personal estate exceeds fifty thousand dollars-in value--at the time of the return of the appraisement, the widow upon dissenting shall take the first fifty thousand dollars of the personal estate and the remainder thereof shall be distributed as provided for in the will. If the will makes no provision for her, she may claim her dower and distributive share limited as herein provided without dissenting from the will.” [Emphasis supplied.]

Mr. Carroll left a last will and testament which was probated in Jefferson County. He was survived by his widow, Miriam R. Carroll, appellee, and by Richard B. Carroll, Jr., a son by his divorced first wife. The appraisal of his personal estate showed it to have a value considerably in excess of $50,000.

The widow dissented from the will. Thereafter, pursuant to §§ 335-341, Tit. 61, Code 1940, she filed an application in the probate court to compel the executors to pay her the distributive share of the estate to which she was entitled. In this connection, she contended that, under the provisions of § 18, Tit. 61, supra, she would not be limited to the first $50,000 of the personal estate, but would be entitled to take such portion of the personal estate “as she would have been entitled to in case of intestacy”, that is, one-half of the personal estate, the decedent having left but one child surviving. (See Code 1940, Tit. 16, § 10, providing for distribution of the personal estate of persons dying intestate.) The probate court agreed with her contention and rendered a decree so holding. This appeal is from that decree. Code 1940, Tit. 7, §§ 776(4), 786.

Appellant argues that the phrase “if there are no children,” as used in the exception clause of § 18, Tit. 61, supra, means if there are no “children of the marriage,” that is, children of the widow and the decedent and does not include children of the decedent by a former marriage. We are unable to agree with this contention. Our view is that the probate court correctly construed the exception provision of § 18.

[15]*15As we see it, § 18, Tit. 61, necessarily must be construed in connection with §§ 1 and 10, Tit. 16, Code 1940, (providing for the descent and distribution of an intestate’s estate), since the effect of a widow’s dissent from her deceased husband’s will, pursuant to said § 18, is that she takes of his estate such property as she would have taken if he had died intestate (subject, of course, to the exception clause). In other words, §§ 1 and 10, Tit. 16, are, in effect, as much a part of § 18, Tit. 61, as if actually set forth therein. These sections provide as follows:

“ § 1. * * * Descent of real estate. — The real estate of persons dying intestate, as to such estate descends, subject to the payment of debts, charges against the estate, and the widow’s dower, as follows :
“(1) To the children of the intestate, or their descendants, in equal parts.
“(2) If there are no children or their descendants, then to the father and mother, in equal parts.
“(3) If there are no children or their descendants, and if there be but one surviving parent, then one-half to such surviving parent, and the other half to the brothers and sisters of the intestate, or their descendants, in equal parts.
“(4) If there are no children or their descendants, no brothers or sisters or their descendants, and if there be but one surviving parent, then the whole to such surviving parent.
“(5) If there are no children or their descendants, and no father or mother, then to the brothers and sisters of the intestate, or their descendants, in equal parts.
“(6) If there are no children or their descendants, no father or mother, and no brothers or sisters or their descendants, then the whole to the husband or wife of the intestate.
“(7) If there are no children or their descendants, no father or mother, no brothers or sisters or their descendants, and no husband or wife, then to the next of kin to the intestate, in equal degree, in equal parts.
“(8) If there are no children or their descendants, no father or mother, no brothers or sisters or their descendants, no husband or wife, and no next of kin capable of inheriting, then it escheats to the state.”
“§ 10. * * * Distribution of personal estate. — The personal estate of persons dying intestate as to such estate, after the payment of debts and charges against the estate, is to be distributed in the same manner as his real estate, and according to the same rules; except that the widow, if there are no children, is entitled to all the personal estate, or, if but one child, she is entitled to one-half; if more than one, and not more than four, children, to a child’s part; and if more than four children, to one-fifth.”

We do not understand appellant to contend that the term “children”, as used in §§ 1 and 10, Tit. 16, means “children of the marriage” and not “children of the intestate.” There can be no doubt that the “children” who take under these statutes are the “children of the intestate.” See Phillips v. Lawing, 150 Ala. 186, 188, 43 So. 494; Mueller v. Mueller, 127 Ala. 356, 363, 28 So. 465. So, the question is: Did the legislature intend to give to the term “children”, as used in the exception clause of § 18, Tit. 61, a meaning different from that which it has in §§ 1 and 10, Tit. 16, particularly since, as already noted, said sections are, in effect, written into and constitute a part of § 18? In other words, did the legislature intend the term “children” to mean one thing in one part of § 18 and something else in another part ? Obviously not, it seems to us.

The forerunner of § 18, Tit. 61, was § 10593 of the Code of 1923. What is now [16]*16the exception clause of § 18, Tit. 61, was added to § 10593 by amendment in 1932 (Act No. 304, approved Nov. 9, 1932, Gen. Acts, Ex.Sess.1932, p. 307). Section 10593, as thus amended, was carried into the 1940 Code as § 18, Tit. 61.

Prior to the 1932 amendment, a widow who dissented from her husband’s will was entitled to take all of her husband’s personal estate if there were no children (§§ 7374 (§ 10, Tit. 16, Code 1940) and 10593, Code 1923), the term “children” including “children of the testator” or “children represented in the distribution of the estate,” and not just “children of the marriage,” that is, of the testator and his widow. Phillips v. Lawing, supra [150 Ala. 186, 43 So. 495], (We note that there is no question here concerning the applicability of §§ 42 and 43, Tit. 34, Code 1940, which come in to play when a widow has a separate estate. See Chambless v. Black, 250 Ala.

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Bluebook (online)
127 So. 2d 842, 272 Ala. 13, 1961 Ala. LEXIS 342, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stelzenmuller-v-carroll-ala-1961.