Hale v. Samson

348 P.2d 129, 136 Mont. 414, 1960 Mont. LEXIS 114
CourtMontana Supreme Court
DecidedJanuary 5, 1960
DocketNo. 9874
StatusPublished

This text of 348 P.2d 129 (Hale v. Samson) is published on Counsel Stack Legal Research, covering Montana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hale v. Samson, 348 P.2d 129, 136 Mont. 414, 1960 Mont. LEXIS 114 (Mo. 1960).

Opinion

MR. JUSTICE CASTLES

delivered the Opinion of the Court.

This is an appeal by one of the heirs at latv of one Robert S. Hale, deceased, from an order of the District Court confirming the sale of certain real estate after the objecting heir had filed objections to such confirmation of sale.

There is no dispute as to the facts. The deceased left a will disposing of his property to his heirs and appointed J. Miller Smith and Jess C. Ricker, executors thereof, and gave them certain powers of sale and/or lease, etc., as will be set out hereafter in specific clauses from the will. Thereafter he passed away, his will was admitted to probate, and the estate has re[415]*415mained in probate since the year 1921. By the terms of the will some trusts were created during the lives of one Lutie Gibson White and Sue Gibson, who are now deceased. The named executors in the will are also deceased, and after their deaths one White was appointed as administrator, and upon his death, David R. Smith was appointed, and upon his death, Walter G. Samson, the Public Administrator, was appointed administrator de bonis non cum testamento annexo.

Subsequent to the filing of this appeal, the wife of Walter G. Samson has been substituted as administratrix, she succeeding to the office upon his death.

On May 27, 1957, Walter Samson filed his amended return and account of sale of real estate and petitioned for confirmation thereof. Prior to the return and account, no petition was filed seeking an order of the court to sell said real estate and no order to show cause was issued or served on the heirs, or published in the newspaper, or posted. All legacies and be- , quests provided by the will have been paid, except for the undivided cash in the hands of the executrix as the proceeds of certain sales of estate property for distribution as provided in the will after the payment of current expenses. A partial distribution to the distributees named in the will has been made and the balance will be paid upon the closing of the estate unless unexpected delay indicates that another partial distribution would be advisable as provided in paragraph Eighth of the will.

There are no unpaid creditors’ claims in the estate and no bills against the estate except the present attorney’s and administrator’s fees.

On May 27, 1957, Walter Samson filed his return and account of sale praying for confirmation. To this return, the appellant, one of the heirs, filed objections objecting on the following grounds: That the sale is not necessary to pay debts, family allowances, legacies, expenses of administration and is not for the best advantage, benefit or interest of minor heirs [416]*416and will not alleviate hardship or expense to said estate, and said estate is ready to be closed, and to keep it open is wasteful of estate property; that no petition for sale was filed as required by R.C.M. 1947, section 91-3002; that no order of sale was made as required by R.C.M. 1947, section 91-3008; that no order to show cause was issued as required by R.C.M. 1947, section 91-3003, and that no order to show cause was ever mailed to the heirs or published in a newspaper as required by R.C.M. 1947, section 91-3004; and that by reason of the foregoing the District Court had no jurisdiction to confirm the sale.

This estate, having been in probate since 1921, now includes some 95 heirs at law living all over the nation. The administrator gave to the probate court as one of his reasons for the sale, the tremendous problem of distribution in kind of real estate consisting of mining claims of doubtful value. The receipts of the sale here involved were $1,018. According to a list of partial distributees contained in the record, the share of the appellant here would be represented by a fraction of $181.82/$36,000 or less than one-half of one percent. This share of the dollar value of the prpoerty in question is just $5.60. In other words, this appeal concerns a $5.60 law suit! This amazing amount exemplifies more than anything just why the administrator sought court approval of the sale so that a distribution might be made and the estate finally closed.

In this connection the appellant did not nor does not charge fraud or collusion or an insufficient price in the sale. His sole contention is that the statutory sale proceedings were not followed and that the provisions of the will did not permit the private sale as will be set out more fully hereafter.

The appellant specifies as error the order of the District Court affirming the sale of the administrator de looms non cum testamento annexo, which sale was made under the terms of paragraph Nine of the will, without notice and upon such terms [417]*417as the executor or administrator saw fit but under supervision of the District Court, of course.

As expressed by the appellant, the sole question involved in this appeal is the right of the administrator de bonis non cum testamento annexo (hereafter referred to simply as the administrator) to exercise the powers granted in the will to a certain named individual to exercise his discretion in making a decision whether or not real property of the estate should be sold.

R.C.M. 1947, section 91-1308, provides:

“Administrators with the will annexed have the same authority over estates which executors named in the will would have, and their acts are as effectual for all purposes. Their letters must be signed by the clerk of the court, and bear the seal thereof.”

The will provides in the first paragraph for funeral; the second paragraph provides for a monument; the third paragraph provides for payment of funeral expenses, last illness and all debts and costs of administration; the fourth paragraph of the will sets up a specific trust arrangement for two nieces during their lifetime with the executors of the estate being named trustees, and provides for specific provisions of trust; the fifth paragraph is a bequest to a grandnephew of a diamond stud and gold watch and chain; the sixth paragraph provides for specific bequests in specific amounts; the seventh paragraph provides for bequests of all the rest, residue and remainder of the estate equally per stirpes; the eighth paragraph provides for partial payments in the hands of the executors ; and the ninth paragraph is as follows:

“Ninth: I expressly authorize and empower my Executors hereinafter named to sell and convert into cash any and all of my property, real and personal, except such as is herein reserved from sale, at such time or times and in such parcel or parcels and at public or private sale and with or without notice and to such person or persons and upon such terms and for cash or part cash and paid deferred payments, and to lease any part [418]*418or all of my real estate, and to invest and reinvest the proceeds of any such sales, as to my said executors shall seem proper, without the necessity of obtaining any order or authority in that behalf from any court, judge or tribunal; and I hereby further expressly authorize my said Executors to compromise, adjust or settle any claim or claims that may be presented against or in favor of my estate in such way or manner as to them may appear to be for the best interests of my estate without the authority or order of any court, judge or tribunal therefor.
“Lastly: I hereby nominate and appoint J. Miller Smith, now residing at Helena, Montana, and Jess C.

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Cite This Page — Counsel Stack

Bluebook (online)
348 P.2d 129, 136 Mont. 414, 1960 Mont. LEXIS 114, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hale-v-samson-mont-1960.