Varner v. Portland Trust Bank

313 P.2d 444, 210 Or. 658, 1957 Ore. LEXIS 309
CourtOregon Supreme Court
DecidedJuly 3, 1957
StatusPublished
Cited by5 cases

This text of 313 P.2d 444 (Varner v. Portland Trust Bank) 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
Varner v. Portland Trust Bank, 313 P.2d 444, 210 Or. 658, 1957 Ore. LEXIS 309 (Or. 1957).

Opinion

WARNER, J.

James C. Caine, as administrator of the estate of John Doody, Jr., deceased, and Hazel Yarner, as the only child and sole heir of the decedent, appeal from a decree of the circuit court denying the petition of the appellants for an order setting aside a certain parcel of real property in the estate of Rose Marie Doody, de *660 ceased, as a homestead. The basis for appellants’ claim is their assertion that the late John Doody, Jr., was entitled to it as the surviving spouse of Eose Marie Doody, and upon his death his interest therein accrued to the benefit of Mrs. Varner.

Eose Marie Doody died intestate on the twentieth day of December, 1953. She left surviving her husband, John, and four children by a previous marriage, all adults. John Doody, Jr., the husband, was appointed administrator of his wife’s estate on December 29, 1953. But before he could qualify, he also died intesstate on the third of January, 1954, fourteen days after his wife. He left surviving him, as his only heir, the petitioner, Hazel Varner, an adult daughter, a child of an earlier marriage. No children were born to the Doodys.

At the time of Mrs. Doody’s death, and for a long time prior thereto, she owned the property in question by right acquired prior to her marriage to Mr. Doody. The property is known as 1437 S. E. Pine Street, in Portland, Oregon, and was the place of residence and abode of the Doodys at the time of their demise.

John Doody, Jr., because of his death so shortly after his wife’s passing, was unable to file a petition in Ms wife’s estate to have the family abode set aside to Mm as a homestead, if, indeed, such was Ms intention after Ms wife died.

The probate of Mrs. Doody’s estate was initiated on December 20,1953, but no inventory of her assets was filed with the court in her estate until April 15, 1954, and long after her widower’s death.

On the fourth of February, 1955, John Doody, Jr.’s daughter, Hazel, petitioned the court in the matter of Mrs. Doody’s estate for an order setting aside the Pine Street property “to John Doody, Jr. deceased and Ms *661 heirs in fee simple” as being the actual abode and homestead of the Doodys during the lifetime of both of them and as the homestead of John Doody, Jr., at the time of his death.

The appellant Caine, as administrator of John Doody, Jr.’s estate, joined in the prayer of Mrs. Varner’s petition by filing a petition of the same tenor on March 9,1954. This was followed by a trial and the decree from whence the appellants appeal.

The claim of the appellants is that the homestead vested in John Doody, Jr., as the surviving spouse as of the date of his wife’s death and, therefore, must be set aside as an asset of the widower’s estate.

The term “homestead” embraces a variety of conceptions. One of these is an immunity from creditors; still another is the provision of probate codes according to the surviving spouse and minor children, on application, a parcel of land of decedent’s estate to be used or expended by the surviving spouse for the maintenance of himself and minor children, if any, and freed from the reach of creditors. The “homestead” carved from decedent’s estate is frenquently referred to as a “probate homestead.” Iltz v. Krieger, 104 Or 59, 65, 202 P 409, 206 P 550; Brown v. Miles, 193 Or 466, 479, 238 P2d 761. The element common to all concepts of “homestead” is the protection of the family unit. 26 Am Jur 6, Homestead §1; Brown v. Miles, supra (193 Or 479).

Garnering phrases here and there from statutes bearing on the allowance of homestead exemptions, particularly from the following sections of our code, ORS 116.010, 23.240 and 116.590, appellants attempt to support their unique claim that a surviving spouse is vested with a homestead in the deceased spouse’s estate as of the date of his or her death.

*662 We say unique because few sections in our probate code have commanded as much judicial attention and resulted in such firmly-established constructions as have those statutes upon which appellants depend and which relate to the creation of a probate homestead. Were we now to acquiesce in the propositions which appellants propose, it would necessitate a more or less complete reversal of all that we have long before, and we think correctly, said.

1. A homestead exemption was unknown to the common law. 26 Am Jur 9, Homestead § 3. It exists solely by reason of statute (Hansen v. Jones, 57 Or 416, 419, 109 P 868), and in this state the provisions therefor are not self executing. Jenning v. Jenning, 197 Or 366, 369, 253 P2d 276; Benedict v. Lee, 198 Or 378, 387, 256 P2d 507; ORS 23.240, 23.250 and 23.270. The same is true with reference to the provisions giving rise to a probate homestead. ORS 116.010, supra.

2. A homestead, being as it is, purely statutory, gives no greater right than the statute itself creates. Mansfield v. Hill, 56 Or 400, 406, 107 P 471, 108 P 1007; Davis v. Low, 66 Or 599, 601, 135 P 314.

3. We have heretofore declared that the right of exemption is only one of privilege. Crim v. Thompson, 112 Or 399, 410, 229 P 916; Willamette Collection & Credit Service v. Henry, 138 Or 460, 464, 7 P2d 261. This privilege is the right to make a timely application for setting aside a probate homestead by following the indicated statutory proceedings. Upon allowance of the application, the survivor’s right ripens into a fee simple title to the land so set apart.

More recently, we have spoken to the same subject in Moore v. Schermerhorn, 210 Or 23, 308 P2d 180. There we said: “In Oregon the homestead exemption, during the lifetime of the owner, is not an estate but *663 is a personal privilege which, must be claimed to be effective, * * (Citing Crim v. Thompson, supra)

4. Consistent with onr holdings that the right to claim a probate homestead does not create an estate, bnt a statutory privilege, it is settled law in this jurisdiction that under the statute, on the death of an owner dying intestate, the real property which comprises the homestead residence and abode passes to the heirs of decedent and their title or the title of those who would take under a testamentary devise, if the decedent died testate, is not divested until the homestead is set apart by the probate court. In re Potter’s Estate, 154 Or 167, 172, 59 P2d 253; Iltz v. Krieger, supra (104 Or 66); Leet v. Barr, 104 Or 32, 56, 202 P 414, 206 P 548; Wycoff v. Snapp, 72 Or 234, 236, 143 P 902; Jenning v. Jenning, supra (197 Or 369).

No children were born to the marriage of John and Eose Doody.

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

Related

Kirkeby v. Covenant House
970 P.2d 241 (Court of Appeals of Oregon, 1998)
Pelisamen v. Land Commission of the Commonwealth Government
3 N. Mar. I. Commw. 790 (Northern Mariana Islands Commonwealth Trial Court, 1989)
Manuma v. Continental Insurance
6 Am. Samoa 2d 135 (High Court of American Samoa, 1987)
In re Bell
181 F. Supp. 387 (D. Oregon, 1960)

Cite This Page — Counsel Stack

Bluebook (online)
313 P.2d 444, 210 Or. 658, 1957 Ore. LEXIS 309, Counsel Stack Legal Research, https://law.counselstack.com/opinion/varner-v-portland-trust-bank-or-1957.