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Bassler v. Rewodlinski

Bassler and others v. Rewodlinski and another

Bassler v. Rewodlinski, 109 N.W. 1032 (Wis. 1906)
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Court
Wisconsin Supreme Court · State Highest Courts
Decided
December 4, 1906
Judges
Marshall
Citations
109 N.W. 1032130 Wis. 261906 Wisc. LEXIS 27
Disposition
Affirmed.
Headnotes
Joint tenancy: Common-law rights on death of joint tenant: Surviv-orship: Tenancy in common: Devise by one joint tenant: Effect on right of survivorship: Abolition of joint tenancy by statute:: Husband and wife: Tenancy by entireties: Abolition by statute: Rights of wife in realty conveyed jointly to husband and wife.. 1. A joint tenancy by the common law is one where the interests. , are created by one and the same person and by one and the-same conveyance and commence at one and the same time and are held by one and the same possession, and so have the four-unities of interest, title, time, and possession. 2. A joint tenancy by the common law differs from others in that. if the four unities continue till the death of one of the parties,, the other or others immediately become the owners of such interest as joint tenants by right of survivorship. 3. Anything which destroys the unity of title or interest, as by alienation of one joint tenant, makes the owners of the several interests a tenant in common with the remaining joint tenant. 4. There can be no destruction of a joint tenancy by devise, since-the right of survivorship takes precedence thereof. 5. Joint tenancies, according to the common law, except as expressly-declared, were abolished generally by sec. 2068, Stats. 1898, but an exception was made by sec. 2069 as to husband and wife. 6. At the common law, circumstances making a joint tenancy generally, as to husband and wife, make them tenants by the en-tireties, differing from joint tenancies, in that there is no right of severance, terminating the right of survivorship. 7. The added element mentioned, creating tenancies by the entirety, has not existed in this state since the revision of the statutes-of 1878. Since that time such circumstances as by the Common law would make husband and wife tenants by entireties, make-them joint tenants. 8. A married woman joint tenant is under all the disabilities of a joint tenant by the common law. She cannot under the statute, as regards her capacity to take, hold, enjoy, and convey property, devise her interest held as joint tenant. She has the same right as if she were unmarried, which would not include that of devising property held in joint tenancy. [Syllabus by Mabshall, J.l
Summary
Appeal from a judgment of tbe circuit court for Milwaukee county: Warren D. Tarrant, Circuit Judge. Action to enforce alleged liens on real estate claimed to> have been created as indicated by tbe facts found by tbe trial court, which may be stated briefly thus: (1) Johanna Ertman died in 1899 leaving her surviving Paul Ertman, her bus-band, and tbe plaintiffs, sons by a former husband. (2) January 22, 1892, said Paul Ertman, who was tbe owner of' tbe real estate in question, and tbe said Johanna, his wife,, conveyed such property to Yalentine Lukaszewsld, who re-conveyed tbe same to them as husband and wife, and they’ owned and occupied it thereafter until tbe death of Johanna. (3) April 10, 1895, they duly mortgaged tbe property tO' Henry Herman to secure indebtedness to him of $800, and on May 10, 1897, they mortgaged tbe same to him to secure -a like indebtedness of $100. After tbe death of Johanna her-husband mortgaged tbe property to said Herman for $900, to-take up tbe two prior mortgages. (4) Thereafter said Paul Ertman sold tbe said real estate and conveyed tbe same to the-defendants, who have since occupied it. (5) Johanna Ert-man left a last will and testament, which was in due time-duly admitted to probate, whereby she willed $200 to each of the plaintiffs to be paid out of her interest in said real estate, and she willed the residue of such realty to her husband. (6) The will was admitted to probate November 8, 1899, by-the county court of Milwaukee county, Eobert E. Bailey being appointed executor. (7) Said Johanna left no personal property and no real estate, except that in question. (8) July 7, 1903, the said county court, in due form, assigned said realty to Paul Ertman without prejudice to any conveyance made by him, subject to the payment of $200 to each of the plaintiffs, and $45.15 to the executor, which were declared to-be liens upon the property. On these findings the court concluded as matter of law that at the time of the death of Johanna Ertman she and her husband were joint tenants of tire-•realty and thereupon that the latter took the whole by right -of survivorship free from anything contained in the former’s will, and that the defendants, as owners under Paul Ertuian, were entitled to judgment dismissing the complaint with costs. Judgment was rendered accordingly, from which this appeal was taken.

Syllabus and headnotes are prepared by the reporter or publisher, not the court, and are not part of the opinion.

Opinion of the Court — Marshall

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Marshall, J.

This case turns upon whether a joint tenancy in lands of husband and wife has the same characteristics as to survivorship under our statutes as between others at 'common law. It is conceded that the circumstances detailed -■in the findings satisfy all the essentials of a joint tenancy at ■common law in cases other than those of husband and wife. The interests were created by one and the same purchase and' by one and the same conveyance; they commenced at one and .the same time and were held by one and thdjsame possession. 'Thus we have the four unities: unity of 'interest, unity of title, unity of time, and unity of possession..; ■

The special significant incident of joint tenancy is the right of survivorship, by which on the death of any tenant his interest goes to his survivors. Anything which destroys the unity of title or interest without affecting the unity of possession will turn the interest severed from the others into a ten.ancy in common as regards the remaining joint tenants. 2 Bl. Comm. 192; 1 Washb. Real Prop. (6th ed.) § 864. The most familiar method of so severing the interest of one joint tenant from the interests of others is by alienation. As such severance to be effective is required to occur during the lifetime of the joint tenant, a devise by such a tenant is inoperative. The rule on that subject is thus stated at sec. 865 in Washburn on Real Property:

“A devise by one joint tenant of his share will be inoperative, inasmuch as the right of survivorship takes precedence *29 of suda devise. And so far does tbis principle prevail, that if such devisor be himself the survivor, -he must republish his will after the survivorship has accrued, in order to give it effect.”

Sec. 2068, Stats. 1898, which originated before the conveyance in question, abolishes joint tenancies, except where the' tenancy is expressly declared to be in joint tenancy, but by sec. 2069 grants to husband and wife are excepted. So circumstances that would create a joint tenancy generally at common law will create one between husband and wife under the Statutes, unless there be some other statute than those referred to to the contrary. In ease of husband and wife circumstances that would as between other parties create a joint tenancy only, would as to them add another element in the absence of any statutchy regulation making them tenants by the entireties,' as to which there could be no severance by partition or alienation. 17 Am. & Eng. Ency. of Law (2d ed.) 652. That feature has not existed here since the Eevision of 18Y8. Circumstances which prior thereto made the husband and wife tenants by entireties subsequently have made-them joint tenants-with the conpnon-law characteristics thereof. That is clearly the effect of Citizens' L. & T. Co. v. Witte, 116 Wis. 60 , 92 N. W. 443 , and Wallace v. St. John, 119 Wis. 585 , 97 N. W. 197 . The subject was in the latter-case treated at length by the present chief justice. Nothing-can be gained by going over the same anew. Citing from-the earlier case with approval, the court said:

“Both sections as‘so amended [referring to sec. 2340 and sec. 2342], as well as the revisers in their notes, treat the estate created by deed running to husband and wife, as in the-case at bar, as an estate 'held in joint tenancy,’ instead of being held as tenants of the entirety, as at common law. . . . Manifestly, the revisers intended by the amendments to cover cases of tenants of the entirety held by husband and wife, especially as in one section the words 'held in joint tenancy’ follow the words 'the real estate of every description,’ and in the other section follow the words 'any interest or estate therein! *30 •of any description/ and in both sections they are followed by tbe words ‘and the rents, issues, and profits thereof/ or their •equivalent. Unless that is so, the new provisions inserted in the sections are without significance.”

Counsel for appellants earnestly contend that sec. 2342r aforesaid abolishing the disabilities of married women as to the acquirement and enjoyment of property, inferentially at least, clothes such a woman, who is a joint tenant of property with her husband, with the capacity to pass her interest in such property by devise. These words are referred to:

“Any married female may . . . convey and devise real and personal property and any interest or estate therein of any description, including all held in joint tenancy with her husband, . . . with like effect as’ if she were unmarried.”

It is urged that nothing contained in Wallace v. St. John, supra, is inconsistent with the claim that such statute permits a joint tenancy between husband and wife to be severed by a devise by the wife, since the. case only dealt with severance by alienation. The conclusive answer to that seems to be that in both of the eases cited the court held that since the Eevision of 1878 a conveyance of land to husband and wife, instead of creating estates by the entireties, creates, a joint tenancy with all the common-law characteristics thereof. The language of sec. 2342, as suggested by counsel for respondents, gives to a married woman joint tenant the same rights in the property as she would possess if she were unmarried, but as in "the latter case she cannot defeat the right of sur-vivorship by devising the property, she cannot in the former.

So the learned trial court reached the right conclusion. Johanna Ertman being a joint tenant of the property with her husband, she was under a disability, the same as he was, to pass her interest or to in any way incumber it by will. Her attempt to do so did not affect his right of survivorship. Upon her death he became the absolute owner of the whole property, and the respondents as bis grantees succeeded to .such ownership.

By the Cour t—Judgment is affirmed.

How later courts describe this case

No later court has written an explanatory parenthetical about this case yet.

Cited by 23 cases

View all citing references →
1911: 11913: 11917: 11918: 11930: 11931: 11933: 11935: 11937: 11939: 11943: 11945: 11947: 11952: 21953: 11959: 11962: 11964: 11965: 11968: 11969: 11973: 119112026peak 1952 · 2

Relies on it most ⓘ

  1. Nichols v. Nichols168 N.W.2d 876 (Wis. 1969)
  2. Campbell v. Drozdowicz10 N.W.2d 158 (Wis. 1943)
  3. Lore v. Habermeyer52 N.W.2d 885 (Wis. 1952) · Dissent
  4. Musa v. Segelke & Kohlhaus Co.272 N.W. 657 (Wis. 1937)
  5. Nussbacher v. Manderfeld186 P.2d 548 (Wyo. 1947)
  6. In re Barret's Estate137 So. 2d 587 (Fla. Dist. Ct. App. 1962)

Most recent

  1. Schimke v. Karlstad208 N.W.2d 710 (S.D. 1973)
  2. Nichols v. Nichols168 N.W.2d 876 (Wis. 1969)
  3. Hendrickson v. Minneapolis Federal Savings & Loan Ass'n161 N.W.2d 688 (Minn. 1968)
  4. Gray v. Schultz133 N.W.2d 816 (Wis. 1965)
  5. Estate of Fischer126 N.W.2d 596 (Wis. 1964)
  6. In re Barret's Estate137 So. 2d 587 (Fla. Dist. Ct. App. 1962)

Citing references are not a citator: they show that a later opinion cites this case, not whether it followed, distinguished, or overruled it. Check negative history before relying on this case.

Authorities cited 2

DepthCaseCited by
Wallace v. St. John, 97 N.W. 197 (Wis. 1903) 13
Citizens Loan & Trust Co. v. Witte, 92 N.W. 443 (Wis. 1902) 10

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