Stern v. Lee
Stern v. Lee
Dissenting Opinion
(dissenting): I do not think that any question of homestead arises upon this appeal. In September, 1883, the first judgment was taken and docketed against D. M. Lee, and in May, 1884, the other two judgments were docketed against him, and from the docketing of these judgments the lien attached upon his estate in remainder. The Code, §435; Mannix v. Ihrie, 76 N. C., 299.
It is perfectly clear that during the widowhood of Sarah F. Bond, the remainderman D. M. Lee had no estate in the land which could be set off by metes and bounds, or that was susceptible of present occupancy. It has been so expressly held in Murchison v. Plyler, 87 N. C., 79, where, under the same circumstances, the tenant in remainder, without the joinder of his wife, mortgaged the land ; the Court held that not being subject to a homestead in favor of Murchison, the joining of his wife was unnecessary, that his power to convey was without limit. “And if he should exert this power, either absolutely or conditionally, by a sale of his estate and interest in the land while thus untouched by the right of exemption, it can never again be made subject to that right by anything that may thereafter occur.”
When D. M. Lee, in 1888, married Sarah F. Bond, the particular estate determined, and he became owner in fee of the land, and upon his interest the lien of the docketed judgments had already attached when there was no right of
Dissenting Opinion
(dissenting): The homestead is prescribed and its limits defined by the Constitution. The Legislature has-no .power to increase it. Wharton v. Taylor, 88 N. C., 230. Of course neither can the Courts enlarge it. In construing its limitations we must look to. the plain, unvarnished language of the Constitution, and not back of it to some supposed public policy which caused the adoption of this constitutional provision, as to which minds may easily differ.
Looking at the Constitution itself, it is clear that the homesteader was given a life exemption — no more. There is no-indication whatever that he should have the power to exempt any part of his property from liability for his debts longer than his life. Another clause gives his children the right to claim the exemption for themselves during minority — and this it has been held they may do, whether the homesteader has had the homestead laid off or not. And still another clause provides that when there are no children, the widow may likewise have it laid off during her widowhood, if she have no homestead in her own right. The .only limitation upon this right of the widow and minor children is that it must be as to a homestead of which the father and husband is the “ owner ” when he dies. As to the homesteader himself, his right in the homestead dies with him. He has no
The Constitution, Art. X, sec. 3, provides that “ the homestead, after the death of the owner thereof, shall be exempt during the minority of his children, or any one of them.” Was the debtor here the “owner of the homestead” at his death ? If so, his minor children would have the benefit of a shelter for their heads till the youngest became of age. They, and they alone, after the death of the homesteader, have the right to longer postpone the enforcement of the just claims of his creditors, except in the case in which the widow can make the claim. This is a wise and beneficent provision, intended to shelter the helpless. But if the homesteader has conveyed away the homestead right to other parties by conveying away the homestead lot, where is the protection of the roof tree for the children ? What object could the Constitution have in protecting from his creditors these purchasers from the life tenant and leaving the minor children upon the cold charities of a heartless world ?
Now, I understand the majority of this Court to be of the opinion that if the homesteader convey the homestead, he cannot take a second, or a third, or a fourth, or a tenth homestead. This would seem clearly so in the face of the constitutional provision for a homestead “ not exceeding in value one thousand dollars.” Otherwise, during the homesteader’s life, there might be several homesteads outstanding in the hands of his grantees, each of one thousand dollars, exempt from liability for his debts. If the father, owning a homestead, die, not having had it laid off, the children can have it laid off under this provision of the Constitution. Gregory
This confused state of things, it seems to me, is due solely to the fact that the homestead right and the homestead lot have not always been distinguished. The homestead right is personal and inalienable. It is the right to a shelter from the storms of life, to a roof tree. The homesteader can claim it as often and whenever he has the roof over his head. When he dies, his children, during their minority, can claim it as to the homestead their father owned when he died. As to the tract or lot of land over which, at any given moment, he claims the homestead exemption, the homesteader is empowered to convey that to prevent the tying up of realty. But to argue that with such conveyance there must also go the grantor’s homestead right, because otherwise the liens of judgment creditors might take the land and the conveyance would be futile, is, at best, the argument ab inconvenienti. It should not avail to change an “ exemption ” personal to the “ owner and. occupier of a homestead,” which the Constitution gives, into an “ estate,” or so-called “ quality,” which, invisible to mortal eyes, attaches to the lot and travels around with it into all the successive hands into which that lot of land may go. Besides, even'this argument loses sight of the fact that when the homestead lot is conveyed, there are not always liens upon it, and if liens, not necessarily for the full
The extension of the homestead exemption given to the minor children may last twenty-one years. That in favor of the widow (when there are no children) may last fifty or sixty years. Such instances are not infrequent. The Constitutional Convention certainly never intended that a man could take, say, a dozen homesteads, all at one time, notwithstanding liens of docketed judgments, and protect all twelve
With the profoundest respect always for the opinions of my respected associates on this Bench, my convictions of my own duty prohibit my permitting it- to be understood that I yield assent now to the doctrine of Vanstory v. Thornton. In my humble opinion the principle there laid down is so clearly and palpably a misconception of the plain meaning and letter of the Constitution, which confers an “ exemption,” and nowhere intimates an intention to create a “ homestead estate” — it is so evidently, in my judgment, a construction against the best interests alike of the homesteader and of the just rights of creditors — and will so certainly lead us into inextricable confusion and uncertainty (of which the present case is a fair example), that I still deem it the wisest course to adhere' to what seems to me to be the plain meaning of the Constitution. In this way we will not only come to the' construction held by all the other States having similar provisions, but we will place our feet on the solid rock. If the homestead right is, as the Constitution calls it, an exemption — a cessat executio — there will be no conflicting or confusing questions like the present which can arise.
It is not necessary to go over again the reasons set out for the dissent in Vanstory v. Thornton. They will speak for themselves. But one additional argument will be drawn from a most recent decision of this Court. In Fulton v. Roberts, 113 N. C., 421, it is held, affirming a long line of decisions, and in accord with the palpable meaning of the Constitution, in an opinion by Justice Avery, that the homestead right ceases upon the removal of the homesteader from the State. If this is so when the homestead remains in the hands of the owner till his removal from the State, will it
The homestead provision in different States and the judicial construction placed thereon vary much, but the decisions are uniform in this, that wherever á judgment is held to be a lien on the homestead, there, on a conveyance of the homestead, the lien can be enforced ; and wherever a judgment is held not to be a lien on the homestead, there a conveyance of it passes it exempt from liability. Thompson on Home
With all deference to my colleagues, I am of the opinion, therefore—
1. That the homestead right is' personal and indefeasible, save by death or removal from the State. That the conveyance of a lot of land over which a homestead right has been asserted neither alienates the right to assert it again as to another tract of land, nor does it go attached as a “ quality ” or “ estate” with the conveyed land so as to enable the debtor to maintain two or more homesteads outstanding at one and the same time against his lawful creditors.
2. That even if this could be true, still the grantee could not hold longer than the homesteader himself could have ■held if he had remained in possession. When he dies or leaves the State, the homestead exemption would determine equally in the hands of his grantee as it would if it had remained in the grantor’s possession. The grantee takes the land subject to the determination of the homestead exemption (when there are judgment liens at the time of the purchase), and the duration of the exemption in favor of the grantor cannot be altered or extended by his mere conveying the exempted property. When the exemption ceases by the homesteader ceasing to be a resident, the judgment liens on it come into vigor no more certainly than when by deed he ceases to be the owner of the lot.
I find no warrant in the Constitution for the proposition
Concurring Opinion
(concurring): The Constitution (Art. 10, sec. 8) provides that nothing in that article shall “ operate to prevent the owner of a homestead from disposing of the same by deed, but no deed made by the owner of the homestead shall be valid without the voluntary signature and assent of his wife, signified on her private examination according to law.” The necessity for the joinder of the wife only arises where the homestead right attaches, or when he becomes the owner not only of land but of land devoted by law to the purposes of a homestead. Hughes v. Hodges, 102 N. C., pp. 250, 251. The first sentence in the section is inserted to exclude any possible conclusion that the homesteader could not alien his homestead, whatever that term may mean. We have numerous decisions to the effect that the homestead is not a determinable estate, but a determinable exemption. Gheen v. Summey, 80 N. C., 190; Bank v. Green, 78 N. C., 247; Markham v. Hicks, 90 N. C., 204. The legal effect of the Constitution and statutes “is simply to protect the occupant in the enjoyment of the land set apart as a homestead unmolested by his creditors.” Marcom v. Hicks, supra. Two questions are suggested by the announcement of this principle in connection with the case at bar: 1. When does this exemption terminate? 2. What occupants are freed from molestation by the creditors of the homesteader until such determination ?
In Adrian v. Shaw, 82 N. C., 474, the Court said : “ The Constitution then vests the homestead right in the resident owner of the land and authorizes him to convey if. The vendee must take it with'the same quality annexed that had attached in the possession of the vendor, that is, to be exempt from execution for the debts of the debtor at least during his life, for the homestead is a right annexed to the land and follows it, like a condition, into whosesoever hands, it goes without regard to notice.” The quality of exemption annexed to the land must continue “ at least” during the life of the homesteader, because that is the shortest time for which it is
In Simpson v. Houston, 97 N. C., 346, Chief Justice Smith said: “ While the primary object of the exemption is to preserve a home for the insolvent and his, family, there is nothing in the enactments of the State or the United States * * * to indicate that the interdict put upon the creditor is to cease by the debtor’s transfer and leave the property at once exposed to sale under execution. * * * The value of what is assigned consists in the right to possess and enjoy it, as the assignor could, for the same term and under the same securities.” The doctrine announced in Adrian v. Shaw, supra, and reiterated when that case was again considered on rehearing (84 N. C., 832), as well as in Baker v. Leggett, 98 N. C., 304, was that while the homestead right was conferred for the benefit of residents, and might be abandoned by the removal of the occupant of the land from the State, if no right in favor of others had attached, yet when the right of homestead was conveyed in conformity to the requirement of the Constitution, the alienee acquired a vested right which could not be divested by any subsequent act of the alienor. The case of Ladd v. Byrd, 113 N. C., 472," is exactly in point. The Court in that case, after adverting to the recognition by the Court in Lowdermilk v. Corpening, 92 N. C., 333, and in Corpening v. Kincaid, 82 N. C., 202, of the right of the creditor, suing even upon an old debt, to favor the debtor by selling only the reversionary interest accruing after the expiration of the exemption, held expressly that the purchaser of the reversionary interest must show affirmatively, not only that the homesteader had died, but that there was no elongation of the exemption in favor of an infant child. •
The dictum announced in Fleming v. Graham, 110 N. C.,
While it is admitted that we are confronted by these direct authorities as to the effect of a conveyance by a homesteader and his wife, it is contended that a long line of decisions shall be overruled in order to avoid some quicksand that has never been encountered during the twenty-six years in which our exemption laws have been enforced. The case of Long v. Walker, 105 N. C., 90, is adverted to as one in which a previous ruling of the Court, in reference to our homestead law, was overruled. In that case the Court said (at page 107): “ The general policy of adhering to the declared opinions of the Court is subject to the limitation that inadvertent decisions should be overruled, unless they have been acted on for a long time and property has been bought by reason of the public faith in the stability of the principles decided in them.” The decision was then based upon an argument intended to show that the overruled case could not have become a rule under which property had vested. It is familiar learning that while it is safer generally to adhere to precedent, yet it is the duty .of a Court to overrule erroneous decisions when they operate perniciously, if no property
I do not concede that any case has ever arisen where it became necessary to decide whether a resident of North Carolina could acquire and dispose of more than one homestead, nor do I admit that a majority of the Court are committed to any theoretical opinion upon that question. When the point is properly presented, grave reasons may readily suggest themselves for standing by the long line of decisions, beginning with Adrian v. Shaw, filed in January, 1880. The most potent and serious of them is that during fourteen years homestead rights have been freely offered in the market on the faith of the stability of our decisions, and probably hundreds of purchasers have bought with an eye to the chances of life of the owners of homesteads and the probabilities as to minor children. A constitutional inhibition prevents a Court from divesting property out of one person in whom it is rightfully vested, and transferring the title to another by its decrees. The principle that underlies this fundamental provision of law makes it injustice, if not judicial robbery, on the part of the Court to arbitrarily so modify its decisions as to destroy titles which are valid under such overruled opinions.
But if hereafter some person should attempt to indulge in the luxury of acquiring a series of homesteads, though we have no judicial knowledge that any resident of the State has done so during the last twenty-six years, and should succeed in having them laid off in different counties to which he had migrated successively, innocent purchasers of such rights would receive hard measure under the new rule insisted on as correct. In this country, where it is deemed so essential to commercial prosperity that property of all kinds should pass freely from one to another, and, that in
This Court, in a number of decisions heretofore rendered, has adverted to the fact that it is not safe to follow decisions of Courts of other States where no lien whatever attaches to the homestead in the hands of the person to whom it is allotted. I concur in the conclusions reached by my brother Bubwell in delivering the opinion of the Court.
Opinion of the Court
“ Land held in remainder dependent upon a life estate in another is. not susceptible of that immediate occupancy which is contemplated by law in order to constitute a homestead.” Murchison v. Plyler, 87 N. C., 79. Hence, while the estate of the judgment debtor Lee in the land mentioned in the pleadings was only an estate in remainder after the life estate of Mrs. Sarah Frances Bond, his interest, in the land was subject to sale under execution. The docketing of plaintiffs’ judgments, under the provisions of our statutes, gave them a lien on the estate of their debtor in this land, and the Constitution and the laws, as interpreted by this Court in the case cited above, did not protect that estate from sale though it was all the realty owned by the debtor and was worth less than one thousand dollars.'
But the plaintiffs did not see fit to exercise this right to sell their debtor’s estate in remainder, and, by a determination of the particular estate, his right to the land has become such as clearly to entitle him to claim homestead privileges and immunities therein. Plaintiffs’ liens are not at all displaced or affected by the change of the debtor’s title. Their enforcement is postponed, however, because in lieu of that estate in remainder, which was not protected from sale, there has come to the debtor an estate which, by forcé of the provisions of the Constitution, brought to him a “ homestead ” in this land.
It seems clear, therefore, that the judgment creditors of “ homesteaders ” have no good cause to complain of the effect allowed to the homesteader’s deed, as fixed by the case of Adrian v. Shaw, 82 N. C., 474, and the long line of cases of like import. They are left in exactly the plight they were in when the deed was made. On the contrary, the “homesteader” would have, we think, good cause of complaint if it was held that a conveyance by him subjected the land to immediate sale under executions issued on docketed judgments. For, in that event, as is most forcibly pointed out in Simpson v. Houston, 97 N. C., 344, the homestead would be in effect unalienable, and, being unalienable, the homestead would become under some circumstances a prison rather than a home. Thompson on Homestead and Ex., sec. 399.
In this State it is settled, nemine dissentiente, that a docketed judgment creates a lien on the homestead land. That being fixed, the Courts here were driven to the conclusion either that the “ homestead ” was, in effect, not alienable, or that the rule announced in Adrian v. Shaw, supra, was the law of this commonwealth. Under that rule, those who acquiredlby proper deed the “ homesteader’s” title to the land, have the right to assert every right to the land that is not inconsistent with or injurious to the rights of the lienors, the judgment creditors.
What the rights of the homesteaders’ vendees are will be disclosed by an ascertainment of the rights of the plaintiff judgment creditors. The rights of the latter are paramount, and should not be encroached upon. What are they? To have the homestead land sold to satisfy their debts just as soon as the “ quality of exemption from sale under execution,” as it has been called, passes from the land; just as soon as the land could have been sold to satisfy the judgments, had no conveyance been made, and no sooner. When does that quality of exemption from sale under execution cease? It seems to be conceded by plaintiffs’ counsel that that quality, according to the decisions of this Court, followed the land in the hands of the purchaser from the homesteader, and continued till his death. But it is insisted that it ceased at his demise. We do not accede to that proposition. The Constitution, Article X, section 3, expressly provides that “ The homestead, after the death of the owner thereof, shall be
In Rogers v. Kimsey, 101 N. C., 559, there was a contest, as there is here, between judgment creditors and the vendee of the deceased judgment debtor. One question in that appeal was: When did the homestead right terminate so as to allow the creditor to have a sale of the aliened land ? Chief Justice Smith there said that “ the right to such homestead terminates at his death without wife or infant children, and hence if a lien has been acquired it may now be enforced.” This language clearly implies that if he had left infant children it would not have terminated at his death, and so that case is also decisive of this one.
In Fleming v. Graham, 110 N. C., 374, the Justice who delivered the opinion, combatting the rule established by
Reference
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- STERN & BROS. v. S. F. LEE, Administrator of D. M. LEE
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