Thomas v. Fulford
Concurring Opinion
Concurring in the opinion of the Court, I will not repeat the argument but only write a short opinion in addition thereto. Prior to Littlejohn v. Egerton, 77 N. C., 379, the homestead had not been well defined. That case was fully and throughly considered and the Ooui’t unanimously held that “a homestead right is a quality annexed to land whereby an estate is exempted
In Markham v. Hicks, 90 N. C., 204, Smith, C. J., refers to the definitions in Littlejohn v. Egerton and Bank v. Green, supra, and says the latter is correct, without any intimation that it overrules the former.
In Gardner v. Batts, 114 N. C., 496 (1894) the Court recognizes the same principle as in Littlejohn’s case and copies the language of the Court in Adrian v. Shaw, supra.
In Stern v. Lee, 115 N. C., 429 (1894) the Court refers
It must be admitted that the recent decisions of this Court on the homestead matter are not easily reconciled and that they have led to unfcertainty and confusion in the mind of the legal profession.
Concurring Opinion
Concurring with Furches, J., and Fair-Cloth, C. J., in the result, I concur fully with Aveet and MONTGOMERY, JJ., that “the right to a homestead in a tract of land may be lawfully reserved by the owner in a deed of assignment for the benefit of creditors which purports to convey the fee simple to the land subject to such right,” and that the homestead right is “not an estate but a determinable exemption,” which is conferred not on the land but on the homesteader, the right being personal and not in rem and not running with the land.
These positions seem to me to be settled by the numerous authorities cited-in their opinions. I also concur with brother Montgomery that the constitutional restriction against the convoyarme of the homestead without the join-der of the wife applies only where such homestead has been allotted. If, therefore, no judgments had been docketed against the homesteader after the deed of assignment was executed, I would concur in their conclusion, that said homesteader with the joinder of his wife could convey a good title in fee to the defendant. But such docketed judgments are unquestionably liens upon the homestead, though they cannot be enforced till the homestead right ceases. Burwell, J., (for the Court) in Vanstory v. Thornton, 112 N. C., on page 205. Now, the homestead right being personal to the debtor, ceases as to the allotted homestead whenever the lot is conveyed in the manner required by the Costitution, i. e. by deed with
This view of the homestead it seems to me, is the one plainly authorized by the Constitution. It was so held by a unanimous Court in Fleming v. Graham, 110 N. C., 374, and is sustained incidentally by Allen v. Bolen, 114 N. C., 560. It is recog.nized by Shepherd, J. in Jones v. Britton, 102 N. C., on p. 180, when he aptly says that the homestead is “a mere stay of execution, nothing more, nothing less;” by Bthhm, J., in Bank v. Green, 78 N. C., 247 (a very able opinion) when he terms it ‘‘a determinable exemption from the payment of debts” conferred upon the homesteader “in respect to the particular property alloted to him;” by Avert, J., in Hughes v. Hodges, 102 N. C., 236, when he points out that PearsoN, C. J., had.corrected
There have been conflicting decisions, it must be admitted, and two opinions by a divided Court have been lately rendered, taking a contrary view to this — Vanstory v. Thornton, 112 N. C., 196 and Stern v. Lee, 115 N. C., 426, the latter made by a bare majority. But it must be observed that the Court could not amend the Constitution, and amid this conflict of decisions the path of safety is to return to the letter of the Constiution “lest we make the word of none effect by our traditions. ” The words to be found in the Constitution provide this — merely this and nothing more— “Every homestead.... not exceeding in value one thousand dollars.owned cmd oean/pied by any resident of this State_shall be exempt from sale under execution. ” Clearly this is a oesscit exeoutio, and exemption from sale of that lot in favor of the “owner cmd ooou-fier. ” When by conveyance in the constitutional mode he ceases to be owner and occupier, the exemption from sale ceases. He cannot assign and convey the exemption from sale .to any one else, nor is his right to a homestead forfeitable. It is personal and follows him as a constitutional right, to be asserted by him as long as he lives, and by his minor children if he leaves any at his death, to any future lot which he may select as his homestead, and as often as he changes his residence by conveying the one he has. It is said, and doubtless with truth, that the constitutional convention of 1868 voted down the proposition to make the homestead a fee simple, and made it a life exemption on the ground that the latter was more favorable to the debtor, for if the homestead were an estate in fee simple annexed to and running with the land, a conveyance of it would deprive the grantor of" all future right to
Dissenting Opinion
dissenting: Beyond question the decisions of this Court on the homestead right are regarded by the legal profession as sometimes inconsistent. And beyond doubt the profession is divided, as the Court has been, in their views respecting those decisions involving the nature and quality of the homestead interest from a constitutional standpoint particularly; some regarding the homestead right as a “determinable exemption personal to the homesteader,” a “mere stay of execution,” and others regarding it as a quality — estate—inseparable annexed to the land. The first view seems to me to be the
I cannot concur with Justice Furohes, who wrote the opinion in this case, in holding that Chief Justice Pear-soN, when he said in Littlejohn v. Egerton, 77 N. C., 379, that “a homestead right is a quality annexed to land whereby an estate is exempted from sa'e under execution from debt,” meant that this quality was annexed inseparably to every foot of land acquired by a married man since the adoption of the Constitution in 1868, however much that might be, and however free from debt he might be, and that as a consequence every deed for land acquired after 1868, made by a married man without the joinder of his wife in the deed, is absolutely void and the purchaser has andean have no title under it. It must follow from such a construction as a matter of course that, if the homesteader with his wife should convey his homestead, the purchaser would get the interest of the homesteader under the decision of Adrian v. Shaw, 82 N. C., 474, and the homesteader can ne\er have another homestead, because if so he would in effect have two, or more, which the law could not permit. And further, this view it seems to me puts an end to those estates which insolvent debtors have reserved to themselves in deeds of assignment made for the benefit of creditors, in which they have reserved their homestead exemptions and authorised the trustee to sell all the land except
I cannot believe that this is the proper interpretation of Chief Justice Pearsoet’s language in Littlejohn v. Egerton, as quoted above and my reasons are partly as follows:
In Lambert v. Kinnery, 74 N. C., 348, Judge Eyttum for the Court (PeaesoN being Chief Justice) said: “The defendant having a vested estate in the homestead conferred by the Constitution can lose or part with it only in the mode prescribed by law, to-wit, by deed with the consent of the wife evidenced by her privy examination. Constitution, Art. X, Sec. 8.” But this Court in the case of Mayho v. Cotten, 69 N. C., 289, the same Judges composing the Court, had construed the meaning of the words quoted above in Lambert v. Kinnery, by declaring that Article X, Sec ion 8, of the Constitution, referred to the homestead after it had been allotted. And further, Chief Justice PeaesoN never afterwards referred to Mayho v. Cotten with disapproval, nor to Hager v. Mixon, 69 N. C., 108 which practically decided the same point. It is not to be denied, however, that there was conflict between these cases and the cases of Adrian v. Shaw, 82 N. C., 474 and Gheen v. Summey, 80 N. C., 187, and the inconsistency had to be removed either by modifying the positions laid down in Adricm v. Shaw, or by directly overruling the clear statement in Mayho v. Cotten, so as to fix a certain principle of interpretation of Article X, Section 8, of the Constitution.
In Hughes v. Hodges, 102 N. C., 236, this Court, with its personnel entirely changed, Smith being Chief Justice, confirmed and approved the ruling in Mayho v. Gotten, supra, with limitations which were deemed necessary, without altering the principles of interpretation adopted in the
In Scott v. Lane, 109 N. C., 154 the following is the opinion of the Court: “According to the defendant’s testimony, he was indebted to no one else when he executed the mortgages, and there is nothing in the pleadings and evidence to indicate that the mortgaged property had theretofore been allotted as a homestead. There was no restriction therefore upon the owner’s jus disponedi and the purchaser at the sale under the mortgage acquired a good title as against the defendant mortgagor subject to the contingent right of dower of the -wife if she should survive it. A case exactly in point is Hughes v. Hodges, 102 N. C., 236.
In Fleming v. Graham, 110 N. C., 374 this Court said : “In Mayho v. Cotten, 69 N. C., 289 it is said that Section 8, Article X, of the Constitution applies only to a conveyance of the homestead after it is laid off. This is cited and approved in Hughes v. Hodges, supra. It appears therefore from the authorities that Article X, Section 8, of the Constitution has been construed by this Court for nearly 25 years as applying only to the conveyance of the homestead after it had been allotted. There were some rulings
Dissenting Opinion
dissenting : The five opinions filed will require careful consideration in order to determine how our former adjudications are affected by' the decision in this case.
The Chief Justice and Justice FueCi-ibs place, as I think, an entirely novel construction upon the language of Chief Justice PeaksoN in Littlejohn v. Egerton, 77 N. C., 379. They are of opinion that it necessarily follows from accepting the definition that “ a homestead right is a quality annexed to land, whereby an estate is exempt from sale under execution for debt,” that even where husband and wife join they cannot reserve in their deed the right to the enjoyment of the rents and profits of the homestead land until the end of the period of exemption, and convey the reversionary interest in fee simple. This conclusion seems to be founded upon the idea that the learned Chief Justice and the Court for whom he spoke meant that the right of exemption was indissolubly annexed or fastened to the fee simple estate. Such an application of an - abstract principle would, in my opinion, overturn the whole structure of homestead law thus far built up by the arduous labor and the indefatigable research of all of the Justices who have served the State for 25 years, and would lead to the still more deplorable and disasterous consequence of un-ettling titles founded upon the rules of property enunciated in them. Justice ClaeK concurs upon this question with my brother MONTGOMERY and.myself, and thns main
Rut if the right of enjoyment during the period of exemption cannot be sold as an interest separate and distinct from the right to enjoy the fee after expiration of such period, this Court at every subsequent stage of its history has continued to misapprehend the meaning of the definition in Littlejohn v. Egerton as completely as did the Court in 1877 when they failed to declare Barrett v. Richardson overruled. Four years later (in 1881) Justice RuffiN, one of the ablest jurists and most diligent and painstaking students who ever adorned this bench, again reiterated the ruling that a valid sale might be made “subject to the homestead.” Wyche v. Wyche, 5 N. C., 96. Again, still later (in 1885) Chief Justice Smith delivering the opinion in Lowdermilk v. Corpening, 92 N. C., 333 the Court gave' its sanction to the separation by a sale “subject to the homestead” and both he and Justice RuffiN based their conclusions not upon the ground that the sales were made to satisfy old debts but m spite of that fact, or, as the idea was expressed by the latter, “even though the debt be one against which no such right existed.” The two last named cases expressly refer to Edwards v. Kearsay, and declare that it does not affect the principle enunciated. In Long v. Walker, 105 N. C., 90, the Court again held that though the execution creditor might, when his debt had been created before the homestead provision was engrafted in our
It is conceded that the sanction of the Court was given to the validity of the reservation of the homestead' right by assignors in making general assignments of their property, both in Bank v. Whitaker, 110 N. C., 345, and Davis v. Smith, 113 N. C., 94, and that dicta to the same effect appear in Bobbitt v. Rodwell, 105 N. C., 236, Eigenbrum v. Smith, 98 N. C., 207. Ladd v. Byrd, supra, and cases which had preeded it, had authorized the separate sale of the reversionary interest, subject to the incumbrance of the homestead right, and it had been expressly held in that ease, as well as in Lowdermilk v. Corpening, supra, that in such cases the purchaser of the reversionary interest must await the expiration of the period of exemption before his right accrues. In Bank v. Whitaker, supra, and Davis v. Smith, the right of the debtor by reservation in his deed to make the separation just as the husband' of the feme plaintiff did in the case before us, was as fully recognized. If, then, any respect is to be paid to these adjudications, or any consideration is to be given to the fact that titles depend upon them as rules of property, we should adhere to them, and hold that Thomas .passed the-title to the-reversion ary interest, reserving his right of homestead. If author
It is not possible that Chief Justice PearsoN did not understand his own language when he agreed to these decisions and also to Barrett v. Richardson, or that Rue-EiN, J., failed to make the discovery when he wrote Wyche v. Wyche, supra. It is manifest that Chief Justice Smith did not take this view, because he not only wrote Lowdermilk v. Corpening, supra, sanctioning a sale made “subject to the homestead,” but he afterwards followed BthuM, speaking for the old Court, when, in Bank v. Green, he said that
1. The opinion is based upon the fundamental idea that the right of alienation is a vested right which is restricted only in so far as the government for the good of society has found it necessary to restrict it. The only case cited on the point was Bruce v. Strickland, because it was unnecessary to cite other authorities to sustain this handbook principle.
2. The next proposition was that the power of the male olvner to alien his land was restricted only by the inchoate right to dower and homestead, and there was no constitutional or statutory provision prohibiting his conveying, subject to the contingency of dower.
3. It was held that the restriction as to the homestead did not arise till the right to the homestead accrued and the fundamental right of alienation remained unrestricted till that period.
4. It was held that the right did not- arise till something occurred which proved the husband’s insolvency, unless the husband upon his own voluntary petition caused a homestead to be dedicated to his family.
5. It was declared that when the homestead was allotted in his petition, the right accrued by .his own voluntary surrender of his light of alienation.
6. It was held that an outstanding lien in favor of a creditor, whether by judgment or recorded mortgage, was evidence of insolvency, and that when it was found that a
If in our case the deed of Thomas had been attached on the ground that it was executed in fraud of creditors and the jury had found the allegation of fraud to be true, then under Hughes v. Hodges the homestead right would have attached and the mortgage deed would have been declared void. But the deed has not been assailed, and must be deemed to have been made in good faith.
The opinion of Justice Eurohtds assumes that the reservation of a homestead ipso facto proves insolvency. Can that be true? Does a voluntary petition to allot a homestead show insolvency ? If not, why should the reservation of the right to have one allotted prove it ? If this is not true, then the facts in this case do not bring it within the exception in Hughes v. Hodges.
The opinion of my brother ClarK, as I understand it, is founded upon the views heretofore presented by him in two dissenting opinions as to the right to alien a homestead, and the speculative question whether a resident of the State may sell one homestead with the joinder of the wife (as prescribed in Article X, Sec. 8, of the Constitution) and invest the proceeds of sale in another. If it were pertinent to embark.in the discussion, or if it were still an open question another extensive field for investigation and inquiry would be' presented. But it would seem that if decisions affecting the homestead are not legal anomalies, the agitation of these questions ought to cease. I refer without further comment to Stern v. Lee, 115 N. C., 429, Baker v. Leggett, 98 N. C., 304, Adrian v. Shaw, 82 N.C., 474, and the same case on the rehearing 84 N. C., 832, Vanstory v. Thornton, 112 N. C., 196, and the same case 114 N. C., 375, Gardner v. Batts, 114 N. C., 496, and Ladd v. Byrd. 113 N. C., 466.
Not concurring with some positions taken by the Chief Justice and Justice Fubches on the one hand, and taking issue with my other brethren upon some other points, none of which will acquire the force of adjudication by a majority of the Court, I wish to enter my dissent only to the conclusion'of the majority that the purchaser did not acquire a valid title. When Thomas executed the deed, of assignment, there was no outstanding lien of any kind upon the property. It was therefore valid as conceded by my brother Clabe, on the day of its execution. It does not hppear that any judgment liens were acquired between that date and the sale of the reversionary interest under the deed of trust, nor does it appear ‘when the homestead was actually allotted. But before the allotment a judgment was docketed. Whether the judgment was acquired 'befoie or after the sale by the trustees is riot material, foT if the deed of assignment was valid'fdf a moment, the lien acquired iinder it ciou'ld not be ousted by thait of the subsequent judghieut, which was inferior to it. If Bowen, the 'pritchaser under tlie deed of assignment, acquired title to fthe reversion, "then his good faith bein|j unquestioned ’he passed it 'to the feme plaintiff. If the fefrie plaintiff 'acquired the'reversionary Interest 'in her own right with the’constitutional'authority'to'convey the same with the written‘assent "of the husb'and 'signified by his joitlder in the dSed, ahd if the'two are expressly "ehipoWerdcL "b’y the '’Constitution, Article N, ’’Section 8, tb'convey the hdme:
I cannot concur in the opinion that the provision of the Constitution allowing the alienation of homestead shall be annulled by so interpolating the proviso that the right shall be limited to instances where no lien is acquired before allotment.
Opinion of the Court
The homestead provision of the Constitution of 1868 has given rise to many interesting and troublesome questions. And it must be admitted that some of our decisions are not in harmony, and the 'homestead is by no means a settled question. We do not propose in this opinion to give a critical examination to the many cases we have on the homestead, but to treat it mainly as an original question, referring only to a few cases which we think sustain our view7 or illustrate our argument.
This case presents very nearly every question of the homestead that has come before this Court for its consideration.
Then, what is this homestead ? In some of the early decisions it is treated as an estate and called a determinable fee ; but this doctrine has long since been abandoned and we have numerous decisions that hold the homestead is not an estate but an exemption only. This we think is true. But what is it that operates, and how does it operate to exempt the homesteader’s land from sale by execution — is it in personam or is it in rem? We admit that onr more recent decisions are disposed to treat it as a personal privilege. This we think is an error and has led to most of the troubles we have had in construing the home-ste-id, and has brought about the great conflict in our decisions.
We are of the opinion that it is not personal, -but is in rem — that it is a condition, a quality, created by the Constitution, which attaches to the land, whereby an estate is exempt from sale. This, it seems to us, is the great question in the case and first to be determined.
Then what is exempted? Land. What is it exempted from? Execution — fi. fa. It is the land the creditor is trying to sell — not the debtor.* The homestead provision exempts the debtor from nothing. It is like a warranty attached to the land and runs with the estate wherever it goes and enures to the benefit of any one that shall hold the estate until the homestead shall end.
The next question is, when does this homestead condition attach, and can the homesteader (if a married man) sell the homestead without his wife’s joining in the con
Then it follows, as a general rule, that the homesteader cannot sell (the homestead unless the wife joins him in the conveyance. Article X, Section 8, of the Constitution, provides that any sale he makes of the homestead estate without his wife joining him in the deed of conveyance, shall be void. And if, as we have seen, the homestead conditions attach as soon as it finds a resident of the State, the owner and occupier of land, there never is a time when he can sell the homestead estate without his wife joining him in the deed of conveyance.. Doubtless there are exceptions to this general rule. But they are the exceptions and not the rule.
We would think, where a homestead had been laid off'
We are aware it has been held otherwise in Hughes v. Hodges, 102 N. C. 236, in Fleming v. Graham, 110 NC. 374, and probably in other cases. In Hughes v. Hodges it is held that the general rule is that the homesteader can convey without the joinder of his wife, and where it is necessary for her to join is the exception. And four conditions are specified, in which it is necessary for her to joi’n — all grounded upon the idea that there is no homestead until the homesteader is about to become insolvent. This pos tion, we think, must be incorrect. It is not the condition of the homesteader that creates the homestead condition, but the force of the Constitution attaching to and acting upon the land. The construction we give to Section 8 of Article X of the Constitution is in accord with the plain and simple language of that article. While the construction given it in Hughes v. Hodges is, as we think, adding to what is contained in the Constitution. This interpretation of the homestead estate relieves the Court from many troublesome questions — such as to when it is necessary for the wife to join in the conveyance, and as to the duration of the homestead exemption in the hands of a purchaser.
That a sale of the homestead estate by the homesteader without the joinder of his wife is void and passes nothing. That if he sells and his wife joins in the conveyance, and there are no incumbrances at the time.of the sale, the pur
But there are other questions involved in this case. Thomas, being embarrassed, though there were no docketed judgments against him, made a mortgage to Fowle and IVIayo without his wife’s joining him, in which he made the following reservations: “provided that the party of the first part hereby excepts and reserves from the operation of this deed the homestead estate, and the right to a homestead therein.” Since the making of the mortgage, judgments have been docketed against Thomas, his homestead has been laid off, the mortgagee’s have sold, and by mesne conveyances from the mortgagees Thomas’ wife has become the purchaser. And she and her husband have contracted to sell to the defendant, and he refuses to comply with the terms of the sale, alleging that the plaintiff cannot make him a good title to the land.
It is admitted by the plaintiff that if Thomas reserved the estate in the land, the docketed judgments would be a lien, a'nd they could not convey perfect title. But they contend that he did not reserve the estate but only the homestead exemption. And this being so, there was no estate for the judgment liens to act upon and attach to. And it is further contended that there being no judgments against Thomas at the date of the mortgage, he had a right to make this mortgage without his wife’s joining him in .the conveyance. Hughes v. Hodges, supra.
Treating the mortgage for the present as an effective
• But we have shown in a former part of this opinion that he could not sell the estate and reserve the homestead which is a condition attached to the land and runs with the estate. And besides the other reasons we have given why he could not copvey without his wife’s joining him in the deed as provided in se stion 8 of article X of the Constitution, we now propose to show that he could not do so, under the decision of Hughes v. Hodges, supra, as it is contended he could. That case makes four exceptions to the general rule that the husband can convey without his wife’s joining in the conveyance. And the third exception is, where the husband makes a mortgage reserving the homestead, which has to be laid off before the trust can be foreclosed. So, we see that this third exception contained in Hughes v. Hodges is direct authority for holding. that the mortgage deed of Thomas to Fowle and Mayo was utterly void and passed no estate. There is error and the judgment is reversed.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.