Wisner v. Pavlin

2006 SD 64, 719 N.W.2d 770, 2006 S.D. LEXIS 124, 2006 WL 2036167
CourtSouth Dakota Supreme Court
DecidedJuly 19, 2006
Docket23904
StatusPublished
Cited by1 cases

This text of 2006 SD 64 (Wisner v. Pavlin) is published on Counsel Stack Legal Research, covering South Dakota Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wisner v. Pavlin, 2006 SD 64, 719 N.W.2d 770, 2006 S.D. LEXIS 124, 2006 WL 2036167 (S.D. 2006).

Opinion

MEIERHENRY, Justice.

[¶ 1.] Ethel Pavlin (Ethel) contests a court ordered partition sale of real property which she owns as a tenant in common with Dennis Wisner (Dennis). Ethel claims her homestead interest in the property prevents the partition. The trial *772 court denied her claim and granted the partition. We affirm.

FACTUAL AND PROCEDURAL BACKGROUND

[¶ 2.] In 1999, Ethel purchased a home in Sioux Falls with Francis Wisner (Francis). Although the two were never married, Francis and Ethel held the property as joint tenants with right of survivorship. The two resided at the home together and maintained it as their principal residence. In 2002, Francis deeded his one-half undivided interest in the home to his son Dennis via quit claim deed for no consideration. Ethel did not consent to the conveyance nor sign the quit claim deed.

[¶ 3.] Francis died on September 24, 2004. Thereafter, Dennis brought this action requesting that the court order a partition sale of the property under his right as a cotenant. In response, Ethel asserted that her homestead interest precluded a partition sale. Ethel also counterclaimed against Dennis and sought a declaration that the 2002 quit claim deed was invalid since she did not join in the conveyance.

[¶ 4.] The parties stipulated to the facts as set forth above and submitted the case for the trial court’s consideration. The court concluded that Francis validly transferred his interest in the property to Dennis via quit claim deed. The court agreed that Ethel has a homestead interest in the property, but the court concluded that the homestead interest did not prevent partition. Ethel appeals from the trial court’s decision and presents two issues for our consideration:

ISSUES
1. Whether the trial court erred in finding that Francis validly transferred his interest to Dennis via quit claim deed, even though Ethel, as joint tenant and homestead claimant, did not consent to or join in that conveyance and did not sign the deed.
2. Whether the trial court erred in ordering a partition sale of the property in which Ethel had a homestead interest which preceded her coten-ancy with Dennis.

DECISION

[¶ 5.] Before addressing the issues presented by Ethel, we set forth the general principles applicable to homestead law in South Dakota. Article XXI, Section 4 of the South Dakota Constitution provides, “The right of the debtor to enjoy the comforts and necessaries of life shall be recognized by wholesome laws exempting from forced sale a homestead, the value of which shall be limited and defined by law, to all heads of families.... ” Under the law, a homestead interest is not “an estate in land, but is a mere privilege granted by the Legislature.” In re Estate of Mathison, 468 N.W.2d 400, 403 (S.D.1991) (quoting In re Clouse’s Estate, 63 S.D. 147, 150-51, 257 N.W. 106, 108 (1934)) (emphasis added). As we explained:

The right of homestead is not, under the laws of this state, an estate in land, but is a mere privilege granted by the Legislature in fulfilling the constitutional mandate of section 4, art. 21, and consists of the right of occupancy given to the surviving spouse and minor children and does not pass by succession, showing clearly that when the need for protection for the family ceases, then there is no longer any reason for the homestead. The homestead exemption is therefore temporary and exists only so long as the conditions prevail under which it was allowed by the homestead law.

*773 Id. (quoting Clouse’s Estate, 63 S.D. at 150-51, 257 N.W. at 108). Therefore, the homestead interest “depends entirely upon the constitutional and statutory provisions.” State ex rel Bottum v. Knudtson, 65 S.D. 547, 276 N.W. 150, 151 (1937). The purpose of homestead legislation is to “protect the security of the home and family against the claims of creditors.” In re Davis, 2004 SD 70, ¶ 4, 681 N.W.2d 452, 453; see also 40 AmJur2d Homestead § 4 (1999) (stating that “the primary purpose of homestead provisions is to place the property designated as a homestead out of reach of creditors while it is occupied as a home or, as otherwise stated, to secure to a debtor and his family necessary shelter from creditors”). This Court jealously guards the homestead exemptions guaranteed in both our constitution and statutes. Davis, 2004 SD 70, ¶4, 681 N.W.2d at 453. With those principles in mind, we turn to Ethel’s issues on appeal.

Validity of Deed

[¶ 6.] We first consider whether the quit claim deed by which Francis transferred his interest to Dennis was valid. The parties agree that Francis and Ethel held the property as joint tenants with right of survivorship, and they acknowledge that if effective, the transfer of Francis’ interest to Dennis via quit claim deed converted the joint tenancy between Francis and Ethel into a tenancy in common between Dennis and Ethel. 1 Therefore, the issue here is whether Ethel’s homestead interest in the property required her consent for the conveyance to be valid. Ethel claims that SDCL 43-31-17 mandates such a requirement. Therefore, this issue presents a question of law which we review de novo. Estate of Howe, 2004 SD 118, ¶ 16, 689 N.W.2d 22, 27 (“[Cjonstruing a statute entails answering a question of law; thus, we review the trial court’s statutory interpretation de novo.”).

[¶ 7.] Ethel relies on SDCL 43-31-17 which restricts conveyance of a homestead without a spouse’s concurrence. In relevant part, the statute provides:

A conveyance or encumbrance of a homestead by its owner, if married and both husband and wife are residents of this state, is valid if both husband and wife concur in and sign or execute such conveyance or encumbrance either by joint instrument or by separate instruments.

SDCL 43-31-17. Ethel argues that this statute, in combination with her homestead interest, prevented Francis from conveying his interest in the property because Ethel did not know of, consent to, or sign the deed. Ethel asks us to parse the statute and recognize that because it applies to “[a] conveyance or encumbrance of a homestead by its ovmer,” the consent of any and all record owners of property is required for the conveyance of a homestead to be valid. According to Ethel, the language of SDCL 43-31-17 “should be construed, based on the underlying policy of South Dakota’s homestead laws, as prohibiting such transfers without the other homestead owner’s consent and joinder.”

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Bluebook (online)
2006 SD 64, 719 N.W.2d 770, 2006 S.D. LEXIS 124, 2006 WL 2036167, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wisner-v-pavlin-sd-2006.