Wold v. Berkholtz

75 N.W. 329, 105 Iowa 370

Opinion

Ladd, J.

1 — The controlling question in each of the three cases is, did Laura D. Stoltenberg (formerly Berk-holtz) elect to take the homestead in lieu of her distributive share in the estate Of Herman Berkholtz, deceased? Berkholtz died June 11, 1894, seized of the south one-half, southeast one-fourth, southwest one-fourth, and the northeast one-fourth, southwest one-fourth, of section 33, in township 100 north, of range 45 west of fifth principal meriadin, and lots 1, 2, 3, and 4 in block No. 1, and lots 2,3,4, and 5 in block No. 2, of Berkholtz addition to the town of Rock Rapids. Situated on this property was .a flouring mill, operated by water, and a valuable mill site, one tenement dwelling house, 'and also that occupied by the deceased and his family.' The premises so occupied consisted of nearly two acres lying just north of block 2, and were inclosed by a fence. The barn used in connection therewith stood adjoining the inclosed tract on the north, but was included in the plat and survey. Berkholtz left surviving him his widow, Laura D. Berkholtz, since intermarried with Thomas Stoltenberg; a son, W. E. Berkholtz; and two daughters, Cora and Bessie Berkholtz. W. E. Berkholtz, having arrived at the age of majority, conveyed all his interest in the estate to his sisters, April 21, 1894. Laura D. Berkholtz and her children continuously occupied the premises referred to, with one-half of the barn, as a homestead, up to June 23, 1894, when she married Stoltenberg and moved to Illinois. While the children resided with their mother, the guardian paid for their board, clothing, and the expenses of their education. The mill, with one-half of the barn, has been rented since the death of Berkholtz, written leases therefor being executed by the guardian and widow jointly. A portion of the land has been rented for pasture, and the tenement house leased to various persons. The widow has received one-tliird of the rent of the mill and other real estate; and one-tliird of the cost of repairs and improvements, and also of the taxes, has been paid by her, or charged to her by the guardian in his account with her. A small piece of land was condemned at one time for the public use, and she received one-third of the compensation. In 1887 the guardian brought an action against the widow to compel her to contribute one-third the cost of necessary repairs, alleging her ownership of one-third of the mill property. This was admitted by the widow in her answer, and judgment rendered against her for the amount claimed. She has never paid or been charged any rental for the use of the homestead. These facts are found in the stipulation of the parties, or are established by the undisputed evidence. They show, not only that Mrs. Stolten-berg did not intend to take the homestead in lieu of her distributive share, but that the heirs .and their guardian were so advised. She and they have acted throughout on the theory that the children were owners-of two-thirds of the estate and the widow of one-third. The only circumstance indicating a contrary intention is the continuous occupancy of the homestead for a few days more than ten years. Unless this is treated as conclusive proof of an election, she is entitled to her distributive share;

3 The right to the distributive share is primary under the statute, and an election is necessary in order to retain the homestead for life. Egbert v. Egbert, 85 Iowa, 534; Wilcox v. Wilcox, 89 Iowa, 393; Stephens v. Hay, 98 Iowa, 37. Possession of the homestead for longer than a reasonable time within which to make an election after the lapse of one year, during which claims may be filed against the estate, without other evidence, may well be deemed an election to. take it for life. But when, as in this case, it is occupied by the survivor and her minor children as a home even for more than ten years, the inference of an election is overcome by proof of a contrary election solemnly asserted in a suit for contribution, instituted by the guardian of such heirs, and continually evinced by leasing, and demanding and receiving the rents of the distributive share, and bearing its portion of the burdens during all this time. In Conn v. Conn, 58 Iowa, 747, relied on by interveners, the survivor was in possession over ten years, butit is there said: “The only thing which tends to evince that the occupancy of the homestead should not be regarded as an election is the execution of the mortgage, but this was not executed until more than ten years after the death of Robert Conn.” The survivor in McDonald v. McDonald, 76 Iowa, 137, occupied the homestead for about five years, and though, at the end of three years, she had executed a mortgage on one-third of the estate, she was held to have elected to take the homestead for life. In other words, the mere execution of a mortgage covering the distributive share will not overcome the presumption of an election to retain the homestead arising from long-continued possession. See, also, Zwick v. Johns, 89 Iowa, 550. After reviewing previous decisions, this conclusion is reached in Egbert v. Egbert, supra: “When the survivor has occupied after a reasonable time without having the distributive share set apart or otherwise making an election, the presumption of an election from the occupancy arises, and the rule applies; otherwise it does not.” In Wilcox v. Wilcox, supra, the widow was held to have elected to take the distributive share, and this language is pertinent: “It does not follow from the language of those sections, nor the holdings ther eunder, that, an election may not be made to take the distributive share before it is actually set off. In the Egbert Case, as well as others, the thought is prominent that the right to the distributive share is. primary, that the election should be as to the homstead, and that a right to the distributive share is only defeated when a. homestead election is made; but, of course, there may be an act indicating an election to take the distributive share, and that is what is meant when the term is used, and not that such an election is necessary to secure it.” The assertion by the widow of her ownership of a distributive share in the suit for contribution was a clear and unequivocal election on her part to take that instead of the homestead. It involved a liability which she could have avoided by taking the latter. Since then she has enjoyed the profits it might yield, and exercised such dominion over it as would be lawful by .a tenant in common. The occupation of the homestead was not inconsistent with this claim of one-third of the estate. It was used by the children as well as-, by the widow for a home. As said in Stephens v. Hay, supra: “It was natural, and to be expected, that she and the children would occupy the homestead together after the death of the husband and father.’’ No one has been prejudiced by the delay in haying her distributive share set apart. While the time within which she may do so under section 3369 of the Code has elapsed, the remedy there provided is not exclusive. Starry v. Starry, 21 Iowa, 254; Thomas v. Thomas, 73 Iowa, 657. As the defendant does not question the levy of the writs on her dower interest before assigned (Rausch v. Moore, 48 Iowa, 611), the interveners may not do so for her. The decree in the action brought by Wold & Olson is affirmed, and that in the cases consolidated is REVERSED.