United States National Bank v. Daniels

177 P.2d 246, 180 Or. 356, 171 A.L.R. 644, 1947 Ore. LEXIS 140
CourtOregon Supreme Court
DecidedNovember 21, 1946
StatusPublished
Cited by2 cases

This text of 177 P.2d 246 (United States National Bank v. Daniels) is published on Counsel Stack Legal Research, covering Oregon Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
United States National Bank v. Daniels, 177 P.2d 246, 180 Or. 356, 171 A.L.R. 644, 1947 Ore. LEXIS 140 (Or. 1946).

Opinion

BELT, J.

This is a suit commenced by the United States National Bank, as trustee and executor under the will of William N. Daniels, deceased, to obtain a judicial declaration as to whether the appellant, Bessie M. Daniels, the widow of testator, is entitled to take under the provisions of his will in addition to her statutory right of dower, or whether she is obliged to make an election. The widow asserts that she is not required to elect, but is entitled to take under the will and also to retain her right of dower. The respondent beneficiaries, John Quincy Adams Daniels and Patsy Daniels, nephew and grandniece, respectively, of the testator, contend that the widow is not entitled to her right of dower and also to the benefits under the will. The circuit court required an election.

William N. Daniels died testate in Multnomah county, Oregon, on August 1, 1944, leaving an estate of an appraised value of $325,674.54. The real property in Oregon owned by decedent at the time of his death has an appraised value of $102,729.84.

The will in question was executed on August 6, 1943, and was duly admitted to probate. We think *358 the following summarized statement as to the disposition of testator’s estate is sufficient for consideration of the legal question for decision. Decedent in his will (1) bequeathed his personal effects and household furniture to his widow; (2) bequeathed $1,000 to each employee of the La Grande Creamery who had been so employed for fifteen years prior to his death; (3) directed his executor to pay his sister-in-law $200 monthly during her lifetime; (4) authorized his executor to sell any mercantile business which he owned and also his farms, together with the stock and equipment-thereon, and directed that the proceeds of such sale — after payment of debts and expenses of administration — be distributed as follows: (a) one-third to his widow, (b) one-third to his nephew (respondent John Q. A. Daniels), and (c) one-third to his grandniece (respondent Patsy Daniels); (5) devised and bequeathed the residue of his property to the United States National Bank, as trustee, with directions to distribute $200 of the income of such trust property monthly to the above mentioned sister-in-law, (a) one-third of the remainder of such income to his widow, (b) one-third thereof to his nephew, and (c) one-third thereof to his grandniece. Testator directed that on termination of the trust the property should be thus distributed: (a) one-third to the widow, (b) one-third to the said nephew, and (c) one-third to the said grandniece. There was no reference whatever in the will to the widow’s dower interest.

The precise question is whether it plainly appear^ by the will of William N. Daniels, deceased, that he intended that his widow should have her dower in the lands whereof he was seised of an estate of inheritance at the time of his death in addition to the provisions made for her in his will. We think it does not so appear. *359 Indeed, there is not the slightest intimation in the will that it was the intention of the testator that his widow should have both.

§ 17-113 O. C. L. A., enacted by the territorial legislature in 1854, provides:

“If any lands be devised to a woman, or other provision be made for her in the will of her husband, she shall make her election whether she will take the lands so devised or the provisions so made, or whether she will be endowed by the lands of her husband; but she shall not be entitled to both unless it plainly appears by the will to have been so intended by the testator.”

The above statute, which was copied from the laws of Michigan (Tit. XIV, Ch. 66, § 18, of the Revised Statutes of Michigan) has never been amended since its original enactment. The language of the statute is so plain and unambiguous that there is no reason to resort to rules of construction. Indeed, we think it is not reasonably susceptible of different constructions. Since the meaning of the act is clear, it remains only to apply the plain, simple language of the act to the will in question for the solution of our problem.

That the legislature had the power to regulate, enlarge, or abolish dower is well settled. Ferry v. Spokane, P. & S. Ry. Co., 258 U. S. 314, 66 L. Ed. 635, 42 S. Ct. 358, 20 A. L. R. 1326, 17 Am. Jur., Dower, § 8. Various statutory enactments concerning the regulation or control of a widow’s dower rights in the different states are noted in Pomeroy’s Equity Jurisprudence (4th ed.) Vol. I, § 494, Vernier’s American Family Laws, Vol. Ill, § 188, 37 Mich. L. Rev. 236, and 68 A. L. R. 509 note. In some states, the legislation on the subject is merely declaratory of the common- *360 law rule. Other states completely abolish dower. Still other states accept the common-law rule with modifications. In Oregon, the legislature saw fit to enact a statute directly in reverse to the common-law rule. Numerous authorities cited from jurisdictions adhering to the common-law rule are obviously not in point.

In Oregon, as in many jurisdictions, the statute makes the acceptance by the widow of the provision made for her by her husband’s will a bar to her claim of dower, unless it “plainly appears” from the will to have been the intention of the testator that she should have both.

The legal effect of § 17-113, O. C. L. A. is to reverse the common-law rule which presumes that a testamentary provision for the widow is to be in addition to dower, unless a contrary intention clearly appears. As said in Walters v. Waggener et al., 104 Or. 682, 208 P. 753:

“At common law a widow was presumed to be entitled not. only to dower but also to the additional provision made for her in the will of her husband, unless that document expressly declared that its bounty was to be exclusive of dower, or else it appeared by necessary implication in plain terms that such was the intention of the testator. In other words, the widow was prima facie entitled to both the testamentary provision and her dower, and the burden rested upon those who would dispute it, to show that the husband had expressly declared otherwise, or necessary implication led to the same conclusion. Section 10,070, Or. L.,” (same as § 17-113 O. C. L. A.) “has changed this rule to the effect that ‘she (the widow) shall not be entitled to both, unless it plainly appears by the will to have been so intended by the testator.’ That is to say, our statute reverses the situation and puts upon the *361 widow the burden to show that the testator affirmatively intended that she should have both dower and the bounty of her husband’s will.”

True, the Walters case involved a different question than the one at bar, but the above section of the statute was under consideration, and the clear statement of the court in reference thereto is instructive.

In Bristow et al. v. Jennings, 105 Or. 1, 207 P. 863, the court had occasion to consider the legal effect of § 17-113, O. C. L. A., although the precise question involved therein was not the same as the one which now confronts us. In that case, the court said:

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Bluebook (online)
177 P.2d 246, 180 Or. 356, 171 A.L.R. 644, 1947 Ore. LEXIS 140, Counsel Stack Legal Research, https://law.counselstack.com/opinion/united-states-national-bank-v-daniels-or-1946.