Bigelow v. Booth

GATES, J.

'Clara James died at Elandre-au, in this state, in February, 1914, leaving real and personal property in Moody county, and real property outside this state. By her last will she bequeathed to 'her 'husband, Walter H. James, the sum of $50 and also the 'sum of $942, theretofore recently loaned to him toy 'her, and :as stated in the will: “This to be his full share of my estate.” Textatrix left no minor children surviving her. Shortly ■thereafter the said Walter H. James entered again into the bonds of matrimony, and in April, 1914, he died testate. In September, 1914, the present plaintiff, a-s administrator with the will annexed of tois estate, filed a petition, in the estate of Clara James, asking among other things, that the sum of $750 be set apart to. him under the provisions of section 154, Brob. Code. Upon the hearing of said petition, the county court found that the estate of Clara James consisted of real estate and of the sum of $466.67 in money, and that boto- of said deceased persons were, at the time of the death of Clara James, nonresidents of South Dakota, and were residents of California. Because of such nonresidence, and because it concluded as a matter of law that the right to claim such exempt property was a personal privilege which did not survive, the county court denied the application. Upon appeal the circuit court, without making any finding of fact as to the residence of Clara and Walter H. James1, rendered judgment, awarding to plaintiff the said sum of $466.67. From such judgment and an order denying a new trial, defendant appeals.

The appellant urges foir our consideration, three propositions: (a) That such allowance is not available to a nonresident; (b) that if available to a nonresident, it did not survive his death; (c) that if available to a nonresident it was waived.

[1] Section 154, Proto-. Code, provides, the italics 'being ours:

“In addition ito the property mentioned in the preceding section, there shall also be allowed and set apart to the surviving wife or husband, oir the minor child or children of -the decedent, all of such personal property or money as is exempt toy law from levy and! sale on execution or other final process from any court, to be, with 'tlie homestead, -possessed! and1 used toy them; and the executor or administrator must make and return a separate and distinct inventory thereof in the same manner as required for the -property mentioned in -the preceding section, and no- such *112■property shall be liable for any prior debts or claim’s against the de'cedent, except when there are no assets thereunto available for the payment of the necessary expenses of his last illness, funeral charges and' expenses of administration.”

This section and1 the preceding section in relation to the homestead and the absolutely exempt property have been considered by this court in Hesnard v. Plunkett, 6 S. D. 73, 60 N. W. 159, Morgan v. Beuthein, 10 S. D. 650, 75 N. W. 204, 66 Am. St. Rep. 733, Wells v. Sweeney, 16 S. D. 489, 94 N. W. 394, 102 Am. St. Rep. 713, Meyer v. Meyer, 25 S. D. 596, 127 N. W. 595, and by the Supreme ’Court of our sister state in Fore v. Fore, 2 N. D. 260, 50 N. W. 712, and by the territorial court in Territory ex rel. Hall v. Bramble, 2 Dak. 189, 5 N. W. 945, but the question of the availability of the allowance to’ a nonresident has never been directly decided in the Dakotas. The cases on this question are -collated in 21 L. R. A. 241, and 11 L. R. A. (N. S.) 361. Section 153, Prob. Code, was amended 'by chapter 236, Laws 1913. Section. 1 of that chapter purports to amend sections 153, I55> and 156 of the Revised Political -Code, but by reference to the subject-matter and to- the title of the act, and to the subject-matter of those sections of the Political Code, it is apparent that the word “Ptolitical” is a clerical error, and -that it was the Probate Code that was intended to be amended. Section 153, as thus aim ended, makes it ’entirely clear that the 'homestead and the absolutely exempt property are only available in a case a homestead' ha-s been selected, or is entitled1 to be selected. It is clear, therefore, that section '153 does not contemplate the allowances therein provided for to- a nonresident.

[2] It is claimed by respondent that section 154, Prob. Code, is a statute -of 'succession, but such is not the case. The allowance therein, provided for is- not- in -the nature of an- -interest in property, it is merely -a preferred -claim against the- estate of a -decedent which may or may not be available according to the circumstances. Wilson v. Wilson, 55 Colo. 70, 132 Pac. 70. It is a limitation upon the power of the testator to. bequeath. 1 Church, Prob. Law & Pr. 567; Meyer v. Meyer, supra; Re Estate of Huelsman, 127 Cal. 275, 59 Pac. 776.

[3] What is it -that is allowed to- the surviving- wife or husband, or minor child, or children by section 154, Prob. Code? *113It is not, by the terms of that .section, money or personal property of the value of $750. It is not specific personal property. No; it is:

“All .such property or money as is exempt by law from levy and sale on execution or other final process.”

In other words, it is the exempt property that is allowed and set apart to the surviving wife or husband or minor child, or children. Now in order to find out what that exempt property is, recourse must be hadl to other provision® of law. By section 346, C. C. P., a debtor who is the head of a family may, in additon to the homestead and certain other absolute exemptions, claim as exempt money and personal' property to the value of $730, known among1 the .profession as “additional exemptions,” or in lieu thereof, by section 347, C. C. P., he may claim as exempt certain specific .-property, commonly referred -to as “specific alternative exemptions.” S.ection 348, C. C. P., also- provides for the sotting apart of the proceeds of a limited amount of life insurance to the surviving widow, husband, minor child-, or children. But section 363, C. C. P., provides that exemptions other than those made absolute are not available to- a nonresident, and, as above shown, section 346, Pirob. Code, provides that such exemptions are only available to heads of families. Manifestly the concern of the Legislature of South Daokta isi with South Dakota families. This state owes no duty toi California families. Woer-ner in his work -on the Law of Administration says, in section 77:

“These .provisions, like -the kindred subject of the homestead exemption laws, are of -purely American origin-. They owe their existence to a humane and benevolent consideration of the -distress and helplessness -of widows and orphans newly bereft of their protector and supporter, and to a wise public policy, recognizing the true relation of the state to. the family as -its organic, constituent element. 'The protection of the family,’ says Thompson in his valuable work on Homes-teadls and- Exemptions, ‘from dependence and want, is the expressed object of nearly all the ■homestead and exemption laws; the immunities enacted by these statutes are extended to this association of -persons, or to the head thereof, for the benefit of all its members.’ The relation of hus-*114'bandi and) wife, .parent and child, is the unit of civilization, and the state has thought to encourage that relation by protecting it from absolute want, arising from the vicissitudes of life.’ ”

Again, suppose the 'deceased was a resident of South Dakota and has property in several states, having exemption laws similar to our own. If the theory of. respondent and the circuit court is sound, the surviving husband might obtain allowances of $750 each in each of those states. Manifestly, that would not be in accordance with the purpose of the exemption laws. In Smith v. Howard, 86 Me. 203, 29 Atl. 1008, 41 Am St. Rep. 537, we find the following:

“A widow’s claim for allowance is not only controlled by the law oif the state where the husband resided at the time of his death, hut it must also be granted by the probate court of that state.”

See, ’also, 11 R. C. L. 241, 1 Woerner, Law of Adm..§ 89.

Again, section 154, Qode, says:

'‘In addition to the property mentioned in the preceding- section there shall also be allowed,” etc.,

If a nonresident is not entitled to the homestead under section 153, Prob. Code, the word's “'in addition' to” 'and the word “also” must be eliminated from section 154 to1 justify the latter allowance to a nonresident. If section 154 does not mean what we have found it to mean, we would have the peculiar situation that a nonresident cannot -take under section 153, Prob. Code, but can take under section 154. It is entirely clear to us that by its! language section 154, Prob. Code, must be interpreted in accoird-.anee with the provisions of the sections' of 'the Code of Civil Procedure above referred to. If the Legislature had not so intended, it is apparent that it would not have described the property in section 154, Prolb. Code, as “exempt” property, but would have described it as money or other personal property not exceeding $750 in value. Construing' the sections of -the Probate Code and the ‘Code of Civil Procedure together, as we are bound to do, it is clear that if Clara James was not a resident of South Dakota at the time of her death, or if, being a resident, she was not the head of a family, she could not have claimed this $466.67 as exempt from execution, therefore it is clear that in such cases neither her surviving husband nor his administrator could claim *115•that money under the .provisions of section 154, Pirob. Code. It was therefore necessary for the trial count to determine whether Ciara James wlas the head of the family, and if she was, then whether she was a resident of South Dakota, before any exemption allowance could be made to the surviving husband oir his administrator.

[4] We are of the opinion that under the authority of Fore v. Fore, supra, there, is no force in appellant’s contention that to be available the allowance must have been claimed in the lifetime of Walter H. James. We are of the opinion that if such right ever attached, it was not -lost because not asserted in his- lifetime.

[5] For the same reason we think there is no. force in the claim of appellant that the right to die allowance was waived by Walter' H. James prior to his decease. No doubt the right to such allowance might be waived. 11 R. C. L. 241. But we find nothing to indicate such waiver except mere delay, and delay is held not to constitute a waiver. Estate of Welch, 106 Cal. 427, 39 Pac. 805.

One further question is argued in the briefs, and' as it is likely to arise upon a new trial, we deem1 it necessary to determine it at this time.

[6] It is urged that because the will of Clara James recited that s'he was “of the city of Flandlreaiu, county of Moody and state of South Dakota,” and -because the papers attendant upon the probate of the will recited' that s'he was a resident of Moody counity, and because subdivision 1 of section 31, Prob. Code, provides that -the will must be proved and letters granted “in the county of which the decedent was a resident at the time of his death, in whatever place he may have died” the question as to her residence w'as adjudicated 'and! is no longer an open question.

Counsel overlook tire provisions of subdivision 2 of said section, which provides ¡that the will must 'be proved and letters granted “in the county in which -the decedent may have died, leaving estate therein, he not being a resident of the state.” One or the other of these two subdivisions of section 31, Pr'ob. Code, was applicable to the probate of the will of 'Clara Jamies-, deceased, dependent upon where her residence was. The judgment of the county court, admitting the will to -probate, was-, an adjudication 'of jurisdiction over the will. It was not an adjudication, for *116subsequent purposes in the matter of said' estate, that jurisdiction attached under one particular subdivision of 'said' section 31, to the exclusion of the 'Other. Kammann v. Barton, 23 S. D. 442, 122 N. W. 416; Id., 26 S. D. 371, 128 N. W. 329; Selbie v. Graham, 18 S. D. 365, 100 N. W. 755. The recent cases, Wilberding v. Miller, 88 Ohio St. 609, 106 N. E. 665, L. R. A. 1916A, 718, and Re Durkee’s Will (Wis.) 159 N. W. 555, called to- our attention since the argument, are not inconsistent with our views, far in those oases it appears that jurisdiction vested solely upon the ground! of residence.

The judgment and order appealed from are reversed, and the cause is remanded for a new trial.