Overton v. Overton, 21

• Decision Date: 06 March 1963
• Docket Number: No. 21,21
• Parties: Dorothy Isabella OVERTON, Widow, Petitioner, v. Annabelle OVERTON, non compos mentis, Jennette Overton, Frederick Overton, Sylvia Lee Overton, minors, and Elijah Cherry, Trustee and Executor of the Estate of Anthony Ashley Overton, Deceased, Respondents.
• Court: North Carolina Supreme Court

Page 593

129 S.E.2d 593

259 N.C. 31

Dorothy Isabella OVERTON, Widow, Petitioner, v. Annabelle OVERTON, non compos mentis, Jennette Overton Frederick Overton, Sylvia Lee Overton, minors, and Elijah Cherry, Trustee and Executor of the Estate of Anthony Ashley Overton, Deceased, Respondents.

No. 21

Supreme Court of North Carolina.

March 6, 1963

J. Kenyon Wilson, Jr., and Killian Barwick, Elizabeth City, for petitioner, appellant.

Frank B. Aycock, Jr., and W. C. Morse, Jr., Elizabeth City, for respondents, appellees.

MOORE, Justice.

Anthony Ashley Overton and Dorothy Isabella White were married in 1929 in the State of New York. Without having obtained a divorce, Overton entered into a marriage ceremony with Annabelle Hollowell in 1938 in Camden County, North Carolina. He and Annabellee lived together in North Carolina and three children, Sylvia, Frederick and Jennette Overton, were born to them. Anthony died testate on 12 November 1958. His will was admitted to probate on 17 November 1958 in Pasquotank County. His estate was devised and bequeathed to Annabelle, Sylvia, Frederick and Jennette, and the will refers to Annabelle as his wife and Sylvia, Frederick and Jennette as his children. Elijah Cherry was named executor and trustee and qualified as such.

Dorothy filed a dissent to the will on 22 May 1959, six months and five days after the will was admitted to probate. She instituted a special proceeding on 5 September 1959 for allotment of year's allowance and dower. Frederick and Jennette were minors and Gerald F. White was appointed guardian ad litem for them. The clerk of the superior court found as a fact that Annabelle was non compos mentis and appointed Ray Etheridge guardian ad litem for her.

Elijah Cherry, executor and trustee, and Sylvia filed a joint answer. Gerald F. White and Ray Etheridge, guardians ad litem, each filed answer. All of the answers denied the material allegations of the petition generally, and denied that Dorothy was the widow of testator.

A consent judgment was entered by the clerk on 1 November 1960 and was approved by Morris, Resident Judge. The consent judgment provided for payment of $5500 and costs to petitioner in lieu of year's support, dower and all other claims of petitioner against the estate. The judgment was signed, indicating consent, by attorneys for petitioner, attorneys for executor-trustee and Sylvia, Elijah Cherry, executor-trustee, Ray Etheridge and Gerald F. White, guardians ad litem.

Thereafter Annabelle moved to set aside the consent judgment alleging that she was not insane and had not consented to the judgment or authorized anyone to consent for her. The motion was heard by Judge Morris, who found as a fact that Annabelle had been an inmate of the State Hospital for the Insane at Goldsboro for a number of years but had been released and discharged five months before the consent judgment was entered, and had not consented to the entry of the judgment or authorized anyone to consent for her. The judge made an order decreeing that 'as to the movant Annabelle Overton * * * the judgment * * * is null and void and of no effect,' and allowing her to answer. Annabelle's answer consists of a denial that Dorothy is widow of testator, and a general denial of other material allegations.

The proceeding came on for trial before Judge Bundy. One issue was submitted to and answered by the jury as follows: 'Is Dorothy Isabella Overton the widow of Anthony Ashley Overton, as set forth in her petition? Answer: Yes.' Before verdict respondents moved to be permitted, as a matter of right and also in the court's discretion, to amend the answers and plead the six months statute of limitations, G.S. § 30-1. The motion was denied. After verdict, respondents renewed this motion and also moved for judgment notwithstanding the verdict. The motions were denied.

All parties agreed that judgment might be signed out of term and out of the county. Judgment was signed in Camden County, ruling that petitioner was not entitled to a year's allowance or dower, decreeing that 'petitioner take nothing by her proceeding,' and dismissing the petition. Petitioner appeals.

Petitioner assigns as error the following conclusions of law upon which the judgment was based:

'1. Dissent to the will of the testator is a condition precedent to allotment of the widow's year's allowance provided for in GS 30-15 since such allowance is a statutory right and she must comply with the statute. PERKINS v BRINKLEY, 133 N.C. 86, 45 S.E. 465. The petitioner, not having complied with the statute as to dissent, GS 30-1, is not entitled to the widow's year's allowance.

'2. While a statute of limitations is a positive defense and must be pleaded, when it has been properly pleaded, the burden is upon the plaintiff to show that his claim is not barred, and not upon the defendant to show that it is barred, EXCEPT WHERE THE STATUTE IS RELIED UPON TO GIVE TITLE, AS IN AN ACTION FOR LAND, WHEREIN THE DEFENDANT MUST MAKE GOOD HIS TITLE TO DEFEAT PLAINTIFF'S TITLE WHEN PROVED (emphasis added). McIntosh North Carolina P & P, Section 372.

''Defendants were at liberty to establish their title to the land in controversy without having to plea the source or manner in which they acquired title.' BUMGARNER v CORPENING, 246 N.C. 40.

'The petitioner 'had no right to dissent after the lapse of six months after the probate' of the will. PERKINS v BRINKLEY, et al, supra. As to dower in the lands described in the petition, the petitioner has acquiesced for six months to the will of the man found by the jury to be her husband. While GS 30-1 is a statute of limitations and dower a common law right of property, she must comply with the statute and, not having done so, the Court rules as a matter of law that she is not entitled to dower.

'It is thereupon ordered, adjudged and decreed that petitioner take nothing by her proceeding, that this petition be dismissed.'

G.S. § 30-1, as phrased prior to the 1961 revision, states that 'Every widow may dissent from her husband's will before the clerk of the superior court of the county in which such will is proved, at any time within six months after the probate.' This is a statute of limitations. Dissent within six months is not a condition precedent to the right of a widow, whose husband dies testate, to dower. Failure to dissent within the time specified does not extinguish the right, it simply bars the action therefor. First Citizens Bank & Trust Co. v. Willis, 257 N.C. 59, 125 S.E.2d 359; Whitted v. Wade, 247 N.C. 81, 100 S.E.2d 263; Hinton v. Hinton, 61 N.C. 410.

It is argued that dower is a common law right and even if G.S. § 30-1 is not a condition precedent to the right of dower as to testate property, dissent within six months is a condition precedent to a widow's right to a year's support from such property, by judicial interpretation and the language of G.S. § 30-15. It is true that the right of a widow to a year's support is purely statutory. Broadnax v. Broadnax, 160 N.C. 432, 76 S.E. 216, 42 L.R.A.,N.S., 725. And G.S. § 30-15 (as it existed prior to its revision in 1961) confers the right on 'every widow of an intestate, or of a testate from whose will she has dissented.' It is stated in Perkins v. Brinkley, 133 N.C. 86, 45 S.E. 465, in which allotment of a year's allowance was involved, that the widow 'had no right to dissent after the lapse of 'six months after the probate' of the will.' See also Jones v. Callahan, 242 N.C. 566, 570, 89 S.E.2d 111. Appellees construe the statement in Perkins as a ruling that dissent within six months is a condition precedent to the right to a year's support. But the time of dissent was not in question in either the Perkins or the Jones case. In neither of those cases had there been a dissent from the will at any time before proceedings for the allowance were instituted. We perceive no real distinction between the purport of the language of G.S. § 30-15 and the principles applied to dower as to testate property. G.S. § 30-1 confers no right of dower or year's support; these rights exist independently. G.S. § 30-1 merely limits the time within which the rights may be asserted. The time element in the dissent statute is a statute of limitations with respect to both rights.

'Under the present code, the objection that the claim is barred by the statute can be taken only by answer; and even when it appears from the face of the complaint that the claim is barred, objection cannot be made by demurrer, nor by motion to dismiss because the complaint does not state a cause of action. In possessory actions which involve the title to land, it is not necessary to plead the statute specially, but objection may be taken under a general denial, since the statute in such cases confers a title, and does not simply bar the remedy.' 1 McIntosh, North Carolina Practice and Procedure (2d Ed.), § 371, p. 210. The court below seems to have relied upon the last sentence in this quotation from McIntosh, illustrated by the holding in Bumgarner v. Corpening, 246 N.C. 40, 97 S.E.2d 427. It is not apposite. The Bumgarner case involves a dispute over land boundaries, and defendants therein claimed title to the disputed area by virtue of adverse possession under color of title. In the instant case respondents' title is not in question.

The objection that an action was not commenced within the time limited can only be taken by answer. G.S. § 1-15. Unless a statute of limitations is annexed to the cause of action itself, the bar of limitation must be affirmatively pleaded in order to be available as a defense. Elliott v. Goss, 250 N.C. 185, 108 S.E.2d 475; Stamey v. Membership Corp., 249 N.C. 90, 96, 105 S.E.2d 282; Reid v. Holden, 242 N.C. 408, 88 S.E.2d 125.

The petition alleges that petitioner, 'in apt time and in proper manner, filed her dissent from...