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124 Mo. 42

Schorr v. Etling

Supreme Court of Missouri

Decided July 9, 1894

Supreme Court of Missouri · decided 1894-07-09

Louis City Circuit Court.—Hon. L. B. Yalliant, Judge. (1) The homestead law in force in 1872, vested the fee simple title in Regina Schorr, testator's widow, and the court, therefore, erred in refusing defendant's instruction. Slcouten v. Wood, 57 Mo. 383; Gragg v. Gragg, 65 Mo. 343; Kaes v. Gross, 92 Mo. 647; Rock-hey v. Rockhey, 97 Mo. 76; Case v. Mitsenbu/rg, 109 Mo. 311.

Key passage — most relied on by later courts

““The intent to exclude the widow from her legal right must clearly appear; if it be doubtful, she is not to be excluded.””

quoted by 1 later decision, including Moseley v. Bogy

Relies on Skouten v. Wood · Kleimann v. Gieselmann · Schorr v. Carter

Good law ✅— No negative treatment on recordhow we know

Reversed and remanded · Decided 1894-07-09

How this case has been cited

Cited by 11 later decisions — most recently June 1945

11 state decisions

30189419001910192019301940decided

Later decisions citing this case, by decade. The current decade is in progress, and our corpus holds fewer opinions from the most recent years, so the latest bars are undercounted — not a real decline.

View the full empirical analysis of this case →

Macearlane, J.

¶1This suit is ejectment to recover a certain lot in the city of St. Louis. The rights of the parties depend upon the construction of the will of Adam Schorr, deceased, and of the homestead law which was in force in 1872. The testator by the first three clauses of his will gives to his wife, Regina, three distinct parcels of land in St. Louis, describing each of them. By the fourth clause he gives her four shares of corporate stock, “and all mixed property I may be possessed of at the time of my death, and after her *45death, all real, personal and mixed property of whatever she, the said Regina Schorr, may be possessed of at the •time, shall be equally divided between my next relations and her next relations or heirs, that is to say, after the payment of •all just debts and funeral expenses.” This will was dated May 20, 1861.

¶2The land in dispute was not specially devised under the will, in fact it was not acquired by the testator until 1866. The evidence tended to prove that after its acquisition it was used by the testator and his wife as a homestead until his death, which occurred in 1872, and was within the value and quantity allowed by law for a homestead. There were no children by the marriage of Schorr and wife and no relatives of the wife are known.

¶3Plaintiff, who is the nephew and only heir at law of the testator, claims title under the will. Defendant claims under a deed from the widow, who died in 1885. The widow accepted the provisions made for her by the will.

¶4Under the evidence the court found for the plaintiff and judgment was rendered accordingly, and plaintiff appealed.

¶5This court in a recent case involving the title to one of the parcels of land'specifically devised, held that the will in question gave to the widow of the testator a life estate only, in that land, with remainder to the heirs of himself and his wife Regina. Schorr v. Carter, 120 Mo. 409. Plantiff must recover also in this case if the life estate in this after.-aequired property passed to the widow under the will. If, on the other hand the title passed to the widow under the homestead law, then defendant must recover.

¶6The homestead law of 1865, which was in force at the death of the testator in 1872, gave to the widow a *46fee to the land occupied as a homestead by her deceased husband. Skouten v. Wood, 57 Mo. 383.

¶7Unless, then, Mrs. Schorr, by accepting the provisions of the will defeated her right to homestead, she took an absolute title to the land in controversy by virtue of the homestead law and defendant, claiming under a deed from her, is entitled to the possession.

¶8Under our statute a devise of real estate is declared to be in lieu of dower unless a different intention is expressed by the testator. In such case the widow will not be endowed unless she shall renounce the provisions made for her by the will. R. S., sees. 4527, 4528. The homestead law of 1865 contains no such provisions, and that of 1875 in express terms excepts the estate of homestead from the laws relating to devises.

¶9At common law a devise of real estate by a husband to his wife was held to be in addition to dower unless from the terms of the will, expressed or necessarily implied, the intention to exclude the right of dower can be gathered. 2 Sciib. on Dower [2 Ed.], 440. As before stated this rule has been changed by our statute.

¶10It has been held by this court, and is the well settled law in this state, that the widow can not, by the will of her husband, be deprived of the rights secured to her under the homestead law of 1875. The homestead passes to the widow by operation of law and is expressly excepted from the operation of the will of her husband. “The will of the husband must yield to the will of the legislature.” Kaes v. Gross, 92 Mo. 659; Rockhey v. Rockhey, 97 Mo. 76; Kleimann v. Gieselmann, 114 Mo. 444; Burgess v. Bowles, 99 Mo. 550.

¶11The homestead law of 1865, not exempting the rights of the widow from the operation of the will of *47the husband, she can be excluded from her homestead by devises made by him, provided she accepts the provisions made for her in lieu thereof. Hence it has been held that the doctrine of election should be applied in determining whether she shall have her homestead by right under the statute, or the benefit of the will. Burgess v. Bowles, supra; Davidson v. Davis, 86 Mo. 442; Meech v. Estate of Meech, 37 Vt. 419.

¶12It is said in the case last cited, in construing the statute which was adopted under our act of 1865, that the dower and homestead laws are so much alike, and being for the same general objects, “that no distinction can be made as to the rules applicable to them when the question of election between them and a will arises.”

¶13The homestead, as dower, is vested in the widow by operation of law and -without the act or will of the husband, and in spite of them. It follows that, unless the intention to exclude these rights, is manifest from the provisions of the will, they will not be excluded; she can claim both the benefits given her by the law and the will. The intent of the testator to dispose of that which is not his should appear upon the will. Stratton v. Best, 1 Ves. Jr. 285; Gibson v. Gibson, 1 Drew. 42; Streatfield v. Streatfield, 1 White & Tudor’s Leading Cases in Equity, 524, and cases cited.

¶14The principle of election rests upon the equitable ground that no man can be permitted to claim inconsistent rights with regard to the same subject. Leading cases, supra, note.

¶15In Pemberton v. Pemberton, 29 Mo. 413, Judge Scott quotes approvingly the following language of Judge Marshall: “ ‘It is a maxim of a court of equity not to permit the same person to hold under and against a will. If, therefore, it be manifest, from the face of *48the will, that the testator did not intend the provision it contains for his widow to be in addition to dower, but to be in lieu of it; if this intention, discovered in other parts of the will, must be defeated by the allotment of dower to the widow, she must renounce either her dower, or the benefit she claims under the will. But if the two provisions may stand well together, if it-may fairly be presumed that the testator intended the devise or bequest to his wife as additional to her dower, then she may hold both.’ In that case, on the will itself, the court determined that the testator did not intend the provision made for his wife to be additional to her dower, and she was not permitted to hold both.” Herbert v. Wren, 7 Cranch, 878; 2 Story’s Equity, sec. 1088.

¶16The will of Adam Schorr does not in terms express an intention to exclude his wife from her homestead right; indeed the will was written some years before the law was passed and before the property was acquired and he could not have had such an intention. The homestead was acquired in 1866, and the testator did not die until 1872. The fact that no change was made in the will' during that period is a circumstance of no little weight in determining that he [intended that his wife should enjoy both the benefit of the law and of the will.

¶17The homestead not having been excluded by the ■ express terms of the will, the question is whether there is anysuch inconsistency between the benefits conferred upon the widow by the will and her legal right to homestead, as would require her to elect between them. In other words, could she consistently hold both interests?

¶18If the testator made no disposition of the homestead there could be no such inconsistency. But it is insisted that indulging the presumption, which obtains, in construing a residuary clause of a will, that the testator did not intend to die intestate as to any of his property, *49it appears that he intended to dispose of all of the property of which he should die seized. This is said to be a natural presumption which ought to have weight in construing doubtful phrases. Farish v. Cook, 78 Mo. 221, and cases cited. But “the rule has generally been applied in the construction of subsequent clauses of a will, when the first or prefatory clause disclosed the actual intent to devise everything.” Id.See, also, Gaines v. Fender, 57 Mo. 342.

¶19After a devise of specific real and personal property and all mixed property to his wife for life, the testator makes the following disposition of the remainder: “And after her death all real, personal and mixed property of whatever she, the said Regina Schorr, may be possessed of at the time, shall be equally divided between my next relations and her said next relations or heirs.” The former -part of the will makes no attempt to dispose of any property except such as is specifically named, and does not include an after-acquired homestead. The disposition of the remainder clearly refers to the property previously disposed of.

¶20Whatever construction might be put upon the last clause of the will in regard to property the testator had the right to. dispose of, we do not think an intention appears therein to deprive the wife of property and rights to after-acquired property to which she was entitled by operation of a law thereafter enacted. * No such intention could have been in the mind of the testator. No such intention appears upon the will. There is no inconsistency between holding the specific property devised to her under the will and an entirely distinct property under the law. “The intent to exclude the widow from her legal right must clearly appear; if it be doubtful, she is not to be excluded.” Meech v. Estate of Meech, supra.

¶21*50In the eases of Davidson v. Davis and Burgess v. Bowles, supra, the testator undertook to dispose of the homestead, by giving his wife an interest therein different from that given by the law; the rights were inconsistent and they were held to be cases for election. In this case there is no inconsistency, and the widow was entitled to take what was given her under both the law and the will and was not required to elect between them.

¶22The devise to the wife of all mixed property can not be construed into a devise of a homestead. The homestead in no sense partakes of the nature of personal property. In Minot v. Thompson, 106 Mass. 583, it was held that a leasehold will not be regarded as mixed property. Much less could a homestead.

¶23Reversed and remanded.

All concur.
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