Davis v. Reid

*562PER CURIAM.

This is an appeal from a decree of the Probate Court of Conecuh County setting apart a homestead and vesting fee simple title in the appellee.

J. A. Reid died in Conecuh County, Alabama, in 1934, leaving surviving him Martha Jane Reid, his widow, and several adult children, but no minor child or children. He owned at the time of his death 120 acres of land'in Conecuh County, on which he and his wife lived.

On April 23, 1954, Martha Jane Reid, the widow of J. A. Reid, deceased, filed in the Probate Court of Conecuh County, her application to have set aside to her, as a homestead, the above-mentioned 120 acres of land, alleging that said lands were occupied by her and her husband as a homestead, and were worth less than $2,000, and that said lands were all the lands owned by J. A. Reid at the time of his death; that more than sixty days had elapsed since the death of J. A. Reid, and that there had been no administration of his estate.

Upon the filing of the petition, commissioners were appointed to appraise the real estate left by J. A. Reid, and, if warranted, to set aside a homestead exemption to the petitioner. The commissioners filed a report setting aside the said lands as a 'homestead to the petitioner, whereupon Frances J. Davis and R. Wesley Reid, grandchildren of the said J. A. Reid, filed exceptions on the ground that the property had a value in excess of the exemption allowed for homesteads. A hearing was held ore tenus before the probate judge, which resulted in a decree confirming the report of the commissioners and setting apart and vesting fee simple title in the petitioner. It is from this decree that the appeal is taken.

Appellant contends that the allegations of the petition were insufficient to invoke the jurisdiction of the court, for that the petition contains no allegation that the personal property owned by petitioner’s deceased husband at the time of his death was less in value than the exemption allowed in favor of a widow. This question is raised for the first time on appeal.

The jurisdiction of the probate court to act to set aside homestead exemptions to a widow in the absence of an administration of the estate is statutory and limited, and it must appear from the face of the proceedings that it has acted within the scope of that jurisdiction. Nothing is presumed. The mere exercise of jurisdiction by the court or the existence of jurisdictional facts later appearing in the proceeding without the necessary jurisdictional averments in the petition will not aid the proceeding or give it validity. Walton v. Walton, 256 Ala. 236, 54 So.2d 498; Carter v. Carter, 251 Ala. 598, 38 So.2d 557; Craig v. Root, 247 Ala. 479, 25 So.2d 147; Miller v. Thompson, 209 Ala. 469, 96 So. 481.

The law in force as of the death of the decedent is the law to be complied with as to supplying the jurisdictional facts to be averred and shown. Craig v. Root, supra; Williams v. Overcast, 229 Ala. 119, 155 So. 543.

Section 7948, Code of Alabama 1923, was the law in force as of the death of the decedent. This is now Title 7, § 694, Code of 1940. Section 7948 of the Code of 1923 is as follows:

“When the property, real and personal, owned by a decedent at the time of his death, does not exceed in amount and value the exemption allowed in favor of his widow and minor child or children, or either, and no administration is granted on his estate within sixty days after his death, the probate *563court of 'the county in which he resided at the time of his death, upon the application of the widow, or if there be no widow, or she does not act, upon the application of a suitable person who shall be appointed by the judge of probate as the next friend of such minor child or children, verified by oath and setting forth such facts, as well as the names, condition, and residence, if known, of the heirs of the decedent, other than the minor children of the decedent, must appoint two commissioners who shall make a full and complete inventory and appraisement of the real and personal property of such decedent, describing the property and stating the value of each item or parcel thereof; and in estimating the value of such property, or any part thereof, if the same be held in pledge or under mortgage or other lien or incumbrance created prior to the death of the decedent, such encumbered property must be valued at only the excess of its value over and above the sum of such liens or other incumbrances.”

The exact question here presented has not been decided specifically by this court. There is language in some of our cases which would indicate that the petition must contain an averment that the real and personal property owned by the decedent at the time of his death did not exceed in amount and value the exemption allowed by law. See Hardy v. Morgan, 238 Ala. 251, 189 So. 878; Bank of Columbia v. McElroy, 231 Ala. 454, 165 So. 105; Alford v. Claborne, 229 Ala. 401, 157 So. 226. There are many other cases where the opinions do not mention the existence or nonexistence of personal property, indicating that it is not necessary to make reference to the personal property in the petition when seeking to set aside the homestead .under the statute in question. See Miller v. Thompson, 209 Ala. 469, 96 So. 481; Buchannon v. Buchannon, 220 Ala. 72, 124 So. 113; Williams v. Overcast, 229 Ala. 119, 155 So. 543; Wright v, Fannin, 229 Ala. 278, 156 So. 849; Davis v. Bates, 239 Ala. 214, 194 So. 647.

We have uniformly held that the petition must contain the jurisdictional allegations, but it is an unwelcome duty when we must declare void the proceedings setting aside a homestead for the lack of jurisdictional averments in the widow’s petition, because in most cases it means the upsetting of a status quo which has been accepted as legal and correct by all of the affected parties for many years.

In the case of Williams v. Overcast, supra [229 Ala. 119, 155 So. 549], where the question was the validity of the decree of the probate court setting aside the homestead, the court stated the jurisdictional averments necessary in the petition to be: “(1) That the land was the homestead of decedent at the time of 'his death; (2) that it was the only real estate owned by him; (3) that it was not more than 160 acres in area; (4) and of less than $2,000 in value; and (5) that there was only one minor child who was named in the petition.” The next sentence is in part as follows: “The evidence presented by this record shows these jurisdictional facts were averred in the widow’s petition as they existed at the time of decedent’s death.” The court was divided on the question of whether a child, who was a minor at the time of his father’s death but was of age when the petition was filed, took his place with the adult heirs, but Justice Thomas states: “The other Justices hold that the petition for setting aside the homestead and proceedings thereunder show no facts or failures rendering the decree of the probate court void as to the widow * *

We have examined the petition filed by the widow in Williams v. Overcast, supra, in the original record, and there is no refers ence whatever to any personal property.

In Wright v. Fannin, supra [229 Ala. 278, 156 So. 851], “the validity'of the decree' rendered, vesting the title absolutely ■in the widow, is challenged by the averments of the bill, as to the sufficiency of *564the widow’s petition and averments therein of jurisdictional facts * * * ”, and .the court said:

“What, then, were the jurisdictional facts required to have existed, to be alleged and proven to vest title absolutely? The statute is specific in its requirements, providing, in substance: (1) That the property be owned by decedent at the time of his death, and so occupied; (2) that it does not exceed in amount and value the exemption allowed by law in favor of his widow and minor child or children, or either; (3) that no administration is granted on his estate within 60 days after decedent’s death; (4) that the petition indicate whether the land described constitutes all the land of decedent at the time of his death; (5) that the petition set forth the facts, as well as the names, condition, and residence, if known, of the heirs of the decedent, other than the minor child or children of decedent; and (6) that the petition be duly verified and filed in the county in which decedent resided at the time of his death. Section 7948, Code.”

(It should be noted that Williams v. Overr cast, supra, was governed by the law in effect when W. B. Overcast died in 1914, which was prior to the addition to the statute of the requirement that the petition must show the “names, condition, and residence, if known, of the heirs of the decedent.” This addition was applicable to Wright v. Fannin, supra, because A. S. Fannin died in 1926, after the addition to the statute. This accounts for the extra jurisdictional averment required in the latter case.)

We have examined the original record in the Wright case and there is no reference therein to personal property, yet, on rehearing this court said, “The petition for homestead by the widow contained all the jurisdictional facts.”

In our recent case of Forbes v. Summers, 259 Ala. 271, 66 So.2d 762, 763, the entire court, as then constituted, had before it the petition of the widow, which is set out in the opinion. There is no reference made as to the amount and value of the personal property in the petition. The opinion begins:

“The question here in controversy is whether a petition to set apart a homestead to the widow under section 694, Title 7, as it appears in the Code of 1940, is sufficient to have conferred jurisdiction on the probate court to do so.”

The effect of our holding was that the petition was sufficient to confer jurisdiction on the probate court. Two of the cases relied upon were Williams v. Overcast, supra, and Wright v. Fannin, supra.

In view of these authorities, and feeling that we might disturb titles long since regarded as settled by the parties and the bench and bar generally, should we enunciate a rule to the contrary, we are constrained to hold that the petition in the instant case was sufficient to confer jurisdiction on the probate court.

Appellants’ assignments of error numbered 8, 9, 10, 11 and 12 are predicated upr on the admission, over appellants’ objections, of testimony as to the amounts paid for other lands as evidencing the value of the homestead lands. The objections take the point that no sufficient predicate was laid for the admission of some of the testimony, in that the other lands were not shown to be similar, comparable, or in the same condition, etc., as the lands in litigation; that the sales of the other lands were too remote in point of time, and too far distant from the homestead lands, to be of probative force in fixing the value of the homestead lands.

In the first place, Alabama has adopted the general or majority rule, known as the “Massachusetts Rule,” as distinguished from the “Pennsylvania Rule,” upon the question of the admissibility of evidence of the sale price of other property in determining the value of real property.

*565In Waller v. Harris, 221 Ala. 313, 128 So. 606, 607, we said:

“The witness Dunnivant, for contestant, having testified that these lands were 70 to 80 acres, in different plots; that they were as good as the lands nearby that belong to the Wallers, the proponents offered Mr. Livingston, who testified that he knew these lands and their market value at the time in question. The witness was then asked: ‘Tell the Court what you think the value would be.’ Without objection, he replied: ‘About $40.00 per acre. I would like to explain myself on that. I am 73 years old. I never was on the witness stand before in my life. I am liable to make some mistakes. I may go wrong. I don’t know. I never had a case iñ Court in my life and I never sued anybody and never have been sued. I have been a public man for 50 years. I would like to say that people around here know that land between here and Hatch’s which is now owned by the Waller Brothers is more valuable land than it is beyond there. There is a place out there between here and Hatch’s which has been offered for sale. It is red table land. It has been offered for sale at least several years at $50.00 per acre. He can’t sell it for that price. He has not been able to do it yet. I consider $40.00 an acre is a fair valuation for Mrs. Harris’s land at Melton, which is not really red table land. It is gray, sandy, land, and is not as stiff as that at Hatch’s.’ We do not find reversible error in the action of the court in declining to exclude from the evidence this answer. We would not reverse for such statements of the witness as: T am 73 years old’; T never was on the witness stand before in my life’; T am liable to make some mistakes’ ; T never had a case in court in my life and I never sued anybody and never have been sued’; and ‘I have been a public man for 50 years.’- The •trior of fact had the right to know what manner of man the witness was, and he had so volunteered.
“The location and value of the lands in question, as related to those of the Wallers, were competent, and were subject-matter of cross-examination; and the answer taken in connection with witness’ (Charles E. Waller, Jr.) statement that he owned some land in that neighborhood, and he thought he knew the value of that property (the Harris lands) as of August, 1925, date of the death of O. W. Harris, Sr., sufficiently indicated that the witness spoke of relative market values as of the date of the death of the widow’s husband, and not that of the trial. And the witness concluded by saying: T have already told you that the value
of that property in August 1925 was $40.00 per acre.’
“The expressions that ‘There is a place out there between here and Hatch’s which has been offered for sale * * * at least several years at $50.00 per acre. He can’t sell it for that price,’ and ‘It is red table land,’ were evidences of value, character, location, and failure of market price for a greater value, and were competent as shedding light upon the market value at the time of the death of Mr. Harris. Taylor v. Taylor, 221 Ala. 74, 127 So. 503.”

In Bynum Brothers v. State, 216 Ala. 102, 112 So. 348, 350, we held that:

“The inquiry of the reasonable market value of other like property in the same community is admissible for the purpose of testing the witness giving the opinion evidence of the market value and as affording a criterion from which the value of the property in question may be deduced.”

Assignments of error 8 and 9 are based on the overruling of appellants’ objections to the testimony -of witnesses Hall and

*566Davis concerning the sale price of other lands. Hall and Davis were witnesses for appellant, Davis being the husband of one of the appellants, and the testimony objected to was brought out on cross-examination.

Hall testified on cross-examination as to the price paid by him in 1941 for lands adjoining the homestead lands. The lands purchased by Hall had been previously, by other witnesses, compared with the homestead lands as to similarity, etc. Also, there was testimony concerning economic conditions between the year 1934, the year J. A. Reid died, and the year 1941, when Hall made the purchase. On the question of the remoteness of time of the purchase by Hall of lands adjoining the homestead lands, the rule seems to be that much is left to the discretion of the trial court. Thornton v. City of Birmingham, 250 Ala. 651, 35 So.2d 545, 7 A.L.R.2d 773, and cases there cited. It is also the settled rule that more latitude is allowed on cross than direct-examination of a witness. There was no error to reverse in the cross-examination of Hall.

The same line of reasoning applies to the cross-examination of appellants’ witness Davis. On cross-examination by appellee, the witness testified as to the price he paid for certain lands in 1939 which were located some four miles from the homestead lands.

The basis of appellants’ assignments of error 10, 11 and 12 is the testimony of appellee’s witnesses E. B. Stowers, S. O. Craig and John Brooks.

The witness Stowers testified as to what he paid for two tracts of land totaling 2,100 acres in 1937 and 1938. Before Stowers testified, the witness Croom, one of the homestead appraisers, had laid the predicate for Stowers’ testimony by describing and comparing the homestead lands and the Stowers’ lands.

After the' witness Craig testified as to the. type of the homestead land, he stated that in his opinion it was worth $1,500. He further testified that:

“I was engaged in other real estate transactions during the middle thirties out here on the west side; the property I bought out on the west side was about 6 or 8 miles from the Reid property; I suppose taking all grades of land it was practically the same as far as soil and cultivatable lands, as the Reid property; I don’t know whether there was about the same amount in cultivation percentage or not; at the time there was a good house and several out buildings on it; the house on the land I purchased was as good house as the house on the Reid property.
“Q. And when did you purchase this property? A. I think it was about 1937. About that time.
“Q. How much did you pay for that land Mr. Craig, per acre? A. Well it wound up between 8 and 9 dollars an acre.”

Exceptions were reserved as to what Craig paid for the lands he purchased in 1937.

The witness Brooks testified as to the price paid by his employer in 1934 for property similar to the homestead property. He stated: “I am familiar with the nature of the soil of the Reid place; there was. not too much difference in the type of soil on the land we bought and the Reid property; sandy; loam clay; a clay foundation. * * * ”

We have carefully examined the record with reference to assignments of error 10,. 11 and 12, and are convinced that in admitting the evidence made the basis of those-assignments, the trial court did not commit reversible error.

Appellants’ seventh assignment of error is based on the trial court’s not valuing the homestead in excess of $2,000. Admittedly, this presents only the question of the-weight of the evidence.

We have examined the evidence with care. While there is a diversity off *567opinion of the witnesses as to the value of the homestead lands at the time of the death of Reid in 1934, we are unable to say with conviction that the trial court was in error in his conclusion that such value did not exceed the widow’s homestead exemption of $2,000. Thompson v. Bryant, 251 Ala. 566, 38 So.2d 590; Rogers v. McLeskey, 225 Ala. 148, 142 So. 526; Darrow v. Darrow, 201 Ala. 477, 78 So. 383; Hagood v. Spinks, 219 Ala. 503, 122 So. 815.

We find no error to reverse and the cause is affirmed.

Affirmed.

LAWSON, SIMPSON, STAKELY, MERRILL and SPANN, JJ., concur. LIVINGSTON, C. J., and GOODWYN. J., dissent.