Wilder v. Mixon

442 So. 2d 922, 1983 Ala. LEXIS 5088
CourtSupreme Court of Alabama
DecidedDecember 2, 1983
Docket82-629
StatusPublished
Cited by3 cases

This text of 442 So. 2d 922 (Wilder v. Mixon) 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
Wilder v. Mixon, 442 So. 2d 922, 1983 Ala. LEXIS 5088 (Ala. 1983).

Opinion

SHORES, Justice.

This appeal is from a decree of the Circuit Court of Houston County ordering the executors of the estate of Travis Mixon, III, to pay to his widow, Flora Pauline Mixon (hereinafter referred to as Pauline Mixon or the widow), the reasonable rental value of property assigned to her as dower and homestead. The appeal follows many years of litigation involving this estate and the estate of Travis Mixon, Jr. The facts are as follows:

Travis Mixon, Jr., died intestate in 1967, leaving his wife, Louise Cobb Mixon Byars, and two adult children, Travis Mixon, III, and Katrina Mixon Wilder. On March 22, 1970, before dower was assigned to Mixon, Jr.’s widow, Louise Byars, his son, Travis Mixon, III, died. Travis Mixon, III, was survived by his wife, his sister, a niece, three nephews, and his mother. By his will, he left all of his property, including the interest he had acquired in his father’s estate by intestate succession, to his sister, for life, the remainder in fee simple to her children, his three nephews and niece. His widow timely dissented from the will.

Pauline Mixon filed her original complaint in 1971, against the persons named in her husband’s will, the executors of his estate, and his mother, individually and as administratrix of the estate of his father. Thomas Wilder, husband of Katrina Wilder, was later added as a defendant. As amended, the complaint sought:

(1) assignment of a homestead;

(2) assignment of dower by metes and bounds;

(3) the net rents and profits actually received by defendants on the dower property from the date of her husband’s death to the date dower was set aside;

(4) the net rents and profits actually received by defendants on the homestead property from the date of her husband’s death to the date the homestead property was set aside;

(5) reasonable rental value for actual personal use of the dower property by defendants for their own personal use;

(6) $2,000.00 exemption, pursuant to § 6-10-64, Ala.Code 1975 (plaintiff held not entitled to this).

Coincident to this litigation, the estate of Travis Mixon, Jr., was the subject of litigation in federal and state courts. None of that litigation is related to this case, except to the extent that it accounts for much of the delay involved in assigning the dower of Pauline Mixon.

A trial was held in this case on the widow’s complaint to collect the net rents and profits and reasonable rental value of the dower property. The trial court’s judgment was for the widow. Among the court’s findings were:

“(11) That net rents and profits actually collected and received by the Defendant, Louise C. Mixon, individually and as Administratrix of the Estate of Travis Mixon, Jr., deceased, over the period of time from Plaintiff’s husband’s death until the assignment of Plaintiff’s dower, plus interest, is in the sum of $16,602.35, for which rents and profits it appears have been previously accounted for and disbursed to the Executors of the Last Will and Testament of Travis Mixon, III, deceased.
“(12) That additional net rents and profits actually collected and received by the Defendants, Katrina Mixon Wilder, James Travis Mixon, and T.W. Wilder, IV, individually, and as Co-Executors of the Estate of Travis Mixon, III, over the period of time from Plaintiff’s husband’s death until the setting aside of the homestead property to her and until the as[924]*924signment of her dower, plus interest, is in the sum of $38,585.21.
“(13) That the reasonable rental value for the actual personal use of the dower property by the Defendant, T.W. Wilder, for his own benefit over the period of time from Plaintiffs husband’s death until the assignment of Plaintiff’s dower, less costs expended in improving the dower property, plus interest, is in the sum of $32,470.38.
“(14) That Plaintiff is entitled to net rents and profits actually received by the Defendants over the period of time from Plaintiff’s husband’s death until the assignment of Plaintiff’s dower. Hale v. Cox, 240 Ala. 622, 200 So. 772.
“(15) That Plaintiff is entitled to the reasonable rental value for any actual personal use of the dower property by the Defendants for their own benefit over the period of time from Plaintiff’s husband’s death until the assignment of her dower, less costs expended in improving the dower property. Webb v. Webb, 250 Ala. 194, 33 So.2d 909.
“(16) That Plaintiff is entitled to net rents and profits actually received by the Defendants over the period of time from Plaintiff’s husband’s death until the setting aside of the homestead property to her. Hale v. Cox, supra.”

The first issue before us is whether the widow is entitled to the reasonable rental value of her dower property which was farmed by Thomas Wilder for about four years immediately prior to the assignment of her dower. The widow argues that as soon as her dower is assigned, her rights in the dower property vest and relate back to the date of her husband’s death. She relied on Hale v. Cox, 240 Ala. 622, 200 So. 772 (1941), as support for her claim for reasonable value for use of the property by Thomas Wilder. In that case, the Court said:

“Before dower is assigned, she [the widow] has no standing at law to a share of the rents on lands in which she has such right. Bettis v. McNider, 137 Ala. 588, 34 So. 813, 97 Am.St.Rep. 59. But such right is available in equity, after the dower has been assigned, extending back to the date of the death of her husband. [Citations omitted.]
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“... The only theory on which equity will award her such rents for a period prior to the time when the dower is assigned is that she thereby has become the owner of that so assigned, as of the date of her husband’s death. Being the owner, the right to rents is an incident.”

Hale v. Cox, 240 Ala. at 626, 627, 200 So. at 775, 776.

The appellants concede that Hale v. Cox, supra, is a sound basis for awarding net rents and profits actually received by them, but argue that there is no legal basis for awarding the widow an amount based upon the reasonable rental value of the property, where there were no rents or profits. We agree.

The widow’s right to dower is only an equity or chose in action until dower is assigned to her by the court. Aniton v. Robinson, 273 Ala. 76, 134 So.2d 764 (1961). The widow does not receive a property interest in her husband’s lands automatically upon his death. She becomes vested of a life estate only upon confirmation of the assignment of dower by the court. Taylor v. United States, 388 F.2d 849 (5th Cir.1967); Gillian v. Gillian, 340 So.2d 785 (Ala.1976); Aniton v. Robinson, supra; Ala.Code § 43-5-48 [repealed 1982, but effective as to wills of persons dying before January 1, 1983, Ala.Code § 43-8-8 (1982) ].

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442 So. 2d 922, 1983 Ala. LEXIS 5088, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wilder-v-mixon-ala-1983.