Delaney v. Melvin

167 P.2d 579, 118 Mont. 540, 1946 Mont. LEXIS 20
Montana Supreme Court·Decided March 30, 1946·No. 8629·Published·Cited by 11 cases

Opinion

MR. JUSTICE MORRIS

delivered the opinion of the court.

*541 Thomas P. Strode of Whitlash, Liberty County, Montana, died testate September 28, 1943, leaving as his only heirs two married daughters, Eva I. Melvin of Great Falls, Montana, and Annie E. Delaney, wife of William M. Delaney of Glendale, California. The Delaneys have four children who are named as defendants in this action. The decedent left a substantial amount of real and personal property. Strode named his daughter Eva and the Union Bank & Trust Company of Helena, Montana, executors of his will. Except for a special bequest to his daughter Eva, the estate was left in equal parts to the two daughters, but the portion intended for the daughter Annie was devised and bequeathed to the Union Bank & Trust Company in trust in these terms:

“Third: I give, devise and bequeath all of the rest and residue of my estate, real, personal and mixed, wheresoever situated, as follows:
“II. An equal one-half share and interest therein (hereinafter designated and termed ‘trust estate’) to Union Bank and Trust Company, a Montana corporation, of Helena, Montana (hereinafter referred to as ‘Trustee’) in trust, as follows: The Trustee shall receive and collect the principal, income, rents, issues and profits of the Trust Estate, and, after the payments and deductions hereinafter mentioned, shall pay, accumulate, use or invest, hold, apply and distribute the same to or for the purposes hereinafter stated, or the use and benefit of the beneficiaries hereinafter named, and shall convey and transfer the corpus or principal of the ‘trust estate’ as hereinafter provided.
“After the payment of all such indebtedness against what is herein designated as Trust Estate, all of the net income therefrom shall be paid by the trustee, in annual or other convenient installments, to my daughter, Annie E. Delaney, now residing at Glendale, California, so long as her present husband shall be living. If my said daughter, Annie E. Delaney, shall survive her present husband, then, upon his death, the Trustee shall transfer, deliver and distribute the principal *542 or corpus of the Trust Estate to my said daughter, Annie E. Delaney, the same then to be hers absolutely and forever. In the event that my said daughter, Annie E. Delaney, shall not survive her present husband, then upon her death, the entire net income of the Trust Estate shall be paid by the Trustee, in annual or other convenient installments, to the children of my said daughter, Annie E. Delaney, then living, until the youngest of said children shall have arrived at the age of twenty-one years, and thereupon the Trustee shall transfer, deliver and distribute the principal or corpus of the Trust Estate to the then living children of my said daughter, Annie E. Delaney, share and share alike. Upon the death of any of the children of my said daughter, Annie E. Delaney, before the distribution of the principal or corpus of the Trust Estate (that is before the youngest of said children shall have arrived at the age of twenty-one years), such child’s share of the net income of the Trust Estate shall go to augment the share apportionable to the others.”

The daughter Annie, as plaintiff here, attacks the will as invalid and concludes her complaint with this prayer:

“Wherefore, petitioner prays that judgment be entered as follows:
“1.' Ascertaining and declaring the rights of all persons in and to said Estate "and all interests therein and to whom distribution thereof should be made;
“2. Adjudging that petitioner is one of the heirs at law of the decedent and, as such, entitled to have distributed-to her, free and clear of.the trust contained in the will of decedent, one-half of the residue of the estate of decedent;
“3. Adjudging that the trust contained in the will of decedent is void under the statutes of the State of Montana;
“4. For such other and further relief as to the Court may seem equitable, proper and just.”

The court on its own motion appointed Peter M. Bigg, Esquire, counsel for the three minor children of Annie Delaney.

*543 By written stipulation the cause was “submitted to the court upon the pleadings of the respective parties and all the court files,' papers and records in said estate. ’ ’ Briefs were filed and after consideration the “court made findings to the effect that Annie E. Delaney and Eva I. Melvin were the only living children of Thomas P. Strode, the testator, and his only heirs at law, declared the will in all respects valid and binding and ordered the distribution of the estate made in accordance with the terms thereof. Judgment was made and entered accordingly and the plaintiff appealed.

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Delaney v. Melvin, 167 P.2d 579, 118 Mont. 540, 1946 Mont. LEXIS 20 (Mo. 1946).

167 P.2d 579 (Delaney v. Melvin) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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