Whiteman v. Burkey

286 S.W. 350, 1926 Tex. App. LEXIS 662
CourtCourt of Appeals of Texas
DecidedJune 17, 1926
DocketNo. 8526.
StatusPublished
Cited by4 cases

This text of 286 S.W. 350 (Whiteman v. Burkey) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Whiteman v. Burkey, 286 S.W. 350, 1926 Tex. App. LEXIS 662 (Tex. Ct. App. 1926).

Opinion

PLEASANTS, C. J.

This is a suit by plaintiffs in error, who are children of defendant in error and his deceased wife, to recover their one-half interest in the community estate of their deceased mother and the defendant in error, and to have partition of said estate, and for an accounting of the money of the estate collected by the defendant after the death of his wife.

The petition describes the real and personal property sought to be partitioned, and alleges the collection by the defendant of several specific sums of money which ’belonged to the estate.

For the purpose of understanding the questions discussed in this opinion, the contents of defendant’s answer need not be further disclosed than to state that he pleaded a homestead right in property in the city of Houston, which will be' hereinafter described, and also pleaded advancements made by him to the plaintiffs. He further claimed as exempt property,, not subject to partition, his professional library and the household and kitchen furniture in the home in the city of Houston, which was the family homestead to the. date of the death of his deceased wife, and is now claimed by him as Ms homestead. He also pleaded, in offset of plaintiffs’ claim for money of the estate collected by him subsequent to the death of his wife, the amounts paid by him for taxes and insurance on the property of the estate.

The trial in the court below with a jury resulted in a verdict and judgment in favor of the defendant. The judgment which was entered on the verdict and additional facts found by the trial court disposes of the property in the city of Houston, wMch is described as part of lots 6, 7, 8, and 12 in block 116 in the city of Houston, and numbered and known as- 1711 Preston avenue, as follows:

“It is therefore on this 26th day of February, A. D. 1923, ordered, adjudged, and decreed by the court, in accordance with said verdict, the evidence, and all the facts, that the above-described property be, and is hereby, set aside to defendant Dr. Fred J. Burkey as Ms homestead for the rest of his life, or so long as he shall elect to use or occupy the same as a home, and the same shall not be subject to partition so long as the said Dr. Fred J. Burkey shall elect to use or occupy said property as his home. *351 It is further ordered, adjudged, and decreed by the court that defendant Ered J. Burkey, recover of and from the plaintiffs Emy Burkey Whiteman and her husband, E. M. Whiteman, Fred Henry Burkey, and defendant, Mrs. Francis Burkey Horning, the possession of the above-described property.”

The judgment also awards to the defendant the use and possession of the library, and the furniture in said home “so long as he may elect to use the same.” It is further adjudged that the plaintiffs are the owners in fee of an undivided one-half interest in said- property and in other real estate described in the judgment, and orders and decrees that all of the community real estate described in the judgment, except the homestead above described, he sold for cash, and the proceeds of such sale be applied first to the payment of the community debts, which the court finds to be due by the estate, and which includes the sum of $1,109 due the defendant, 'and that the remainder of such proceeds be equally divided between the plaintiffs and the defendants. The decree ap-. points W. D. Walker commissioner to make sale of the property-“and due report thereof to the court.” All other relief sought by the plaintiffs is expressly denied, and all costs of suit are adjudged against therm

The evidence shows that the property set aside to the defendant as a homestead was occupied by the defendant and his deceased wife as their homestead for ten or twelve years. At the time the property was dedicated as a homestead the lot on which the house was erected and the home established' was worth $6,500. The building placed thereon cost $10,000, and, in view of the increased costs of building, is now worth considerably more. The lot is only 41 feet in width, and is almost entirely covered by the building.

The first proposition presented in the brief of plaintiffs in error assails the judgment of the trial court on the ground that—

. “The court should have ordered a partition of fifteen sixty-fifths of said property among the plaintiffs and defendants shown to own the same; and, if said property was shown to have been used as Ered J. Burkey’s homestead, his exemption should have been limited to a portion represented by only $5,000 of-the realty and the same proportion of the improvements.”

Section 51, art. 16, of the Constitution of this state, provides—

“that a homestead in a city, town, or village shall consist of a lot or lots not to exceed in value five thousand dollars at the time of their designation as a homestead, without reference to the value of any improvements thereon.”

It has been uniformly held by our courts that the exemption of the homestead from forced sale for the payment of debts, as provided in section 50, art. 16, of the Constitution, is confined to the homestead as fixed and limited in section 51, above quoted, and that any excess in a homestead beyond the limits so fixed can be subjected to forced sale for the payment of debts.

When this case was first considered by us, we were not fully satisfied that the children of a deceased wife had the right, as against the. surviving husband and father, to subject the community homestead to forced sale for the purpose of partitioning the excess value of an urban homestead. In the hope that the Supreme Court might modify or limit their former construction of the constitutional provisions before cited so as not to require the sale of a homestead for the purpose of making partition among the heirs of the excess in the homestead, we certified the question to that court. In response to our certified question, the Supreme Court holds that the homestead involved in this case can be sold for the purpose of making partition of its excess value. Emy Burkey Whiteman et al. v. Ered J. Burkey (Tex. Sup.) 282 S. W. 788.

This holding sustains plaintiffs’ contention that the excess in the homestead should be partitioned, and that, if necessary for this purpose, the homestead can be ordered sold. In event of sale, however, for this purpose, no part of the value of the improvements would be subject to partition, since the limitation placed by the Constitution on an urban homestead applies only to the value of the lots.

But in order to make a partition of this excess it may not be necessary to have the homestead sold. The trial court should first ascertain and determine separately the value of the improvements and the value of the lot. Plaintiffs are entitled to one-half of 346s of the value of the lot only. If plaintiffs’ interest in this excess value of the lot can be accounted for by awarding to them other property of the estate, this should be done. If there is no other property sufficient to account for this excess, defendant should be allowed to pay plaintiffs their portion of such, excess and retain his homestead right in the whole property, and receive a proportionate increase in his interest in the fee.

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Bluebook (online)
286 S.W. 350, 1926 Tex. App. LEXIS 662, Counsel Stack Legal Research, https://law.counselstack.com/opinion/whiteman-v-burkey-texapp-1926.