Appleby v. Watkins

104 N.W. 301, 95 Minn. 455, 1905 Minn. LEXIS 715
CourtSupreme Court of Minnesota
DecidedJuly 14, 1905
DocketNos. 14,405—(163)
StatusPublished
Cited by14 cases

This text of 104 N.W. 301 (Appleby v. Watkins) is published on Counsel Stack Legal Research, covering Supreme Court of Minnesota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Appleby v. Watkins, 104 N.W. 301, 95 Minn. 455, 1905 Minn. LEXIS 715 (Mich. 1905).

Opinion

LEWIS, J.

This action was begun in the district court for Ramsey county by the filing of a complaint in the nature of a bill in equity to obtain a judicial construction óf the will of Cornelia Day Wilder Appleby, deceased, with reference to the right of Dr. Appleby to occupy the Sum[458]*458mit avenue homestead, and to determine his interest in the $5,000 set apart for the payment of taxes and assessments, as provided by paragraph 12, and also to obtain a decision upon the validity of the gift for charitable purposes.

The learned trial court decided that the district court had no jurisdiction, for the reason that, at the time the complaint was filed, the administration of Mrs. Appleby’s estate was pending in the probate court for Ramsey county, and no final decree of distribution had been entered therein. The trial court based its decision upon the ground that the probate court had exclusive original jurisdiction, and that the circumstances of the case, as presented by the pleadings and at the trial, were not such as to call into action the equitable powers of the district court. The subject has been so exhaustively treated in the memorandum of the trial court that we can do no better than adopt the same as a sufficient expression of our views:

“It must be, and I think is, conceded that the probate court has jurisdiction and ample power to decide finally and conclusively all the questions raised by the complaint. They are all questions that would naturally be involved in the administration of the estate, and the jurisdiction of the probate court to decide all such questions is undoubted. Plaintiff’s contention is that the jurisdiction of the probate court in respect of the construction of wills, at least where the equitable questions are involved, such as trusts, is not conclusive, but that this court has concurrent jurisdiction in such cases.

“The constitution of this state, article 6, § 7, gives the probate court jurisdiction over the estates of deceased persons and persons under guardianship. It has been held in the following cases that this jurisdiction is exclusive: State v. Ueland, 30 Minn. 277, 15 N. W. 245; Boltz v. Schutz, 61 Minn. 444, 64 N. W. 48; Brandes v. Carpenter, 68 Minn. 388, 71 N. W. 402; Betcher v. Betcher, 83 Minn. 215, 86 N. W. 1.

“State v. Ueland is the leading case, and the language of Judge Mitchell is instructive as showing an important distinction between the character of the jurisdiction of probate courts in this state over the estates of deceased persons, and that of probate, surrogates’, or orphans’ courts in other states. Judge Mitchell shows clearly that the old chancery jurisdiction in the settlement of the estat.es of deceased [459]*459■persons has been practically taken away from- courts of equity in this ■country and conferred upon courts called probate, surrogate, or orphans’ court. He says: ‘In some states, theoretically, courts of equity •retained concurrent jurisdiction over these matters, although in practice they would not, in the absence of some distinctive equitable principle, assume to exercise it, but leave the matter to the special probate ■tribunals. In other states the jurisdiction thus conferred upon the probate courts was held to be exclusive. The latter was the doctrine that •prevailed in this territory and in the states from which it borrowed -'its probate system, and the provisions of the constitution defining the jurisdiction of the district court and probate court must be understood ■and construed with reference to this state of things then existing. To 'hold that the equity jurisdiction given by the constitution to the district court extends to everything which pertained to equity jurisdiction as formerly administered in England would be utterly inconsistent with the grant of jurisdiction to the probate court. Such a construction •would limit the judicial power of the latter court over the estates of deceased persons to the mere probate of wills and the issuing of letters testamentary and of administration, and would deprive it entirely of •all jurisdiction over the persons or estates of persons under guardian■ship.

“ ‘It was .clearly the intention of the constitution to give the probate ■court the entire and exclusive jurisdiction over the estates of deceased persons and persons under guardianship, in the same manner and to the same extent that it gives to the district court jurisdiction over civil cases in law and equity arising out of other matters of contract or tort.’

“Judge Mitchell further says: ‘The jurisdiction of the probate court includes the power to construe a will, whenever such construction is ■'involved in the settlement and distribution of the estate of the testator. Hence, in the proceedings now pending in the probate court, that court ’has the power to construe the will of the decedent, in order to determine whether, under its provisions, it is a case for an election on the ■part of the widow.’

“In Boltz v. Schutz, Judge Collins said: ‘The probate courts in •this state have entire and exclusive jurisdiction over the estates of deceased persons, in the same manner and to the same extent that our [460]*460district courts have jurisdiction over civil cases at law and in equity arising out of other matters of contract or tort. When a particular probate court is invoked to exercise its jurisdiction in a particular case over a particular estate, and exercises that jurisdiction, it attaches for all purposes connected with that estate, and continues until the estate is administered upon and settled according to law.’

“In Brandes v. Carpenter it is held that the probate court has exclusive jurisdiction of the estates of persons under guardianship. The language of the constitution is that ‘a probate court shall have jurisdiction over the estate of deceased persons and'persons under guardianship.’

“In Betcher v. Betcher, the court says: ‘Under the constitution, as defined by the decisions of this court, the probate court has exclusive jurisdiction over the estates of decedents.’

“These cases show beyond question that the jurisdiction of the probate courts of this state over the estates of deceased persons is exclusive, and that this jurisdiction includes the power to construe a will, and all equity powers necessary to the settlement and distribution of the estate. The proceedings in the probate court in the Ueland case were distinctly equitable in character, and the questions raised were peculiarly equity questions, formerly within the exclusive jurisdiction of chancery. But the probate court was held to have exclusive jurisdiction. Logically these cases would seem to settle beyond doubt that a district court has no concurrent jurisdiction. But it has been suggested in two cases that the district court may have concurrent jurisdiction in certain cases.

“In State v. Ueland, after holding that the jurisdiction of the probate court over the estates of deceased persons is exclusive, Judge Mitchell says: ‘Neither do we mean to decide that there may not be cases where the 'district court would have concurrent jurisdiction with the probate court, where they involve some additional equitable feature, such as trust or fraud or the like, which of itself, independent of the administration or guardianship, would be sufficient ground for the interference of a court of equity. But no such case is here involved. Hence, it is neither necessary nor advisable to define or enumerate these cases, if there be such.

[461]*461“In Duxbury v. Shanahan, 84 Minn. 353, 87 N. W.

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Cite This Page — Counsel Stack

Bluebook (online)
104 N.W. 301, 95 Minn. 455, 1905 Minn. LEXIS 715, Counsel Stack Legal Research, https://law.counselstack.com/opinion/appleby-v-watkins-minn-1905.