Holtan v. Fischer

15 N.W.2d 206, 218 Minn. 81, 1944 Minn. LEXIS 466
CourtSupreme Court of Minnesota
DecidedJuly 7, 1944
DocketNo. 33,754.
StatusPublished
Cited by3 cases

This text of 15 N.W.2d 206 (Holtan v. Fischer) 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
Holtan v. Fischer, 15 N.W.2d 206, 218 Minn. 81, 1944 Minn. LEXIS 466 (Mich. 1944).

Opinion

Magney, Justice.

On September 20, 1913, one Amil Fischer, a resident of Goodhue county, died intestate. He left surviving him his widow, defendant Anna Fischer, then 13 years of age and now 71, and two children, defendants Arthur Fischer, then 16 years of age, and Clara Summer-field, then 11 years of age, who were his sole and only heirs at law. Defendant Herman Summerfield is the husband of Clara.

At the time of his death, Amil was the owner of a 150-acre farm, 70 acres of which constituted the homestead. On the farm were farm animals and machinery. He also was the owner of cash in banks evidenced by certificates of deposit amounting to $3,695. After Amil’s death, the survivors continued to live on the farm and operate it. During the year 1920, after the son and daughter had attained majority, Anna, the widow; petitioned the probate court of Goodhue county for a decree of descent of all the real estate owned by Amil at the time of his death. This was thereupon' duly decreed to her and to Arthur and Clara, the son and daughter. On January 31, 1939, upon petition of Clara, letters of administration upon the estate of Amil were duly issued to plaintiff, who thereupon qualified.

On September 7, 1939, plaintiff, as such administrator, brought this action against Anna, Arthur, and Clara and the latter’s husband, alleging that they had taken possession of and converted the personal property on the farm at the time of Amil’s death, together with the certificates of deposit. A demurrer to the com *83 plaint was overruled. Clara and her husband defaulted, but their codefendants answered, setting out that the cause of action did not accrue within seven years before the commencement of the action and that it was not commenced within six months after, the appointment of the administrator. Anna further alleged that she paid the expenses of last illness and funeral, caused a monument to be erected at the grave of the deceased, and within a year paid all outstanding claims against decedent. Anna and Arthur in their answer denied that they had converted any personal property belonging to Amil at the time of his death and alleged that after his death this personal property became the property of his sole heirs. The court found that Anna had converted the certificates of deposit and ordered judgment against her for $3,695, with interest thereon from September 20, 1913, at four percent. She appeals from the order denying her motion for amended findings or a new trial.

It is evident from the record that Clara instigated this litigation. In 1922, she and her husband receivéd $2,000 from her mother. At the same time, Arthur, the son, also received $2,000. The mother claimed these payments were loans, and the daughter claimed that the money received by her was a gift. The mother brought suit against the daughter and recovered. Judgment was entered against Clara. The homestead was soid in partition suit and Clara’s share applied on the judgment by levy. The partition action was completed in 1940. Except for a small balance, the judgment has now been paid. Disappointed, to put it mildly, in the result of that litigation, Clara petitioned the probate court for the appointment of an administrator of her father’s estate. In the instant action, which followed his appointment, the court found that the loan to Arthur had been repaid.

The trial court determined that, as to the farm machinery, farm animals, and other personal property on the premises at the time of the death of Amil, his heirs had dispensed with the formal administration by an amicable settlement of their rights and the distribution of the property. But, as to the certificates of deposit *84 totaling $8,695, the court held that there had been no amicable settlement of their rights and that no distribution of such certificates or their proceeds had been made.

The rule in this state is that where there are no creditors or where their claims are barred by the statute of limitations because not presented to the probate court within the time limited for that purpose, the heirs entitled to the estate may dispense with the formal administration by an amicable settlement of their rights and the distribution of their property. It was so stated by this court in Granger v. Harriman, 89 Minn. 303, 94 N. W. 869. In an earlier case, Cooper v. Hayward, 71 Minn. 374, 74 N. W. 152, 70 A. S. R. 330, this court held:

“Where, before the appointment of an administrator, the personal property left by the intestate is disposed of by one who it conclusively appears is the sole heir and distributee, and it also conclusively appears that there are no debts to be proved against the estate, * * * an administrator, subsequently appointed on the petition of such sole distributee, cannot recover the property so disposed of.”

In Barnes v. Verry, 174 Minn. 173, 218 N. W. 551, this court held valid and binding a written agreement entered into between all the heirs of a decedent, after all debts and expenses of administration had been paid, which was made for the purpose of settling disputes among them so that the estate might be closed and which provided for the distribution of the assets among them and transferred to one of them a specific item of such assets. It was there stated (174 Minn. 177, 218 N. W. 552):

«* * * At the time that agreement was made all debts and expenses of administration had been paid, and the administratrix as such had no further claim or rights in the property. It was the property of the heirs and subject to disposition by them as they saw fit. Even without administration, personal property vests in the heirs where there are no debts. Granger v. Harriman, 89 Minn. *85 303, 94 N. W. 869. As stated in Vail v. Anderson, 61 Minn. 552, 554, 64 N. W. 47:
“ ‘When all claims and demands were paid, including the expenses of administration, the heir at law, * * * if living, would become the sole beneficiary, and, as such, entitled to all that remained.’ ”

It conclusively appears here that Anna, Arthur, and Clara are the sole heirs at law of Amil. It also conclusively appears that there are no debts to be proved against the estate. As we have already stated, the trial court found that as to all the personal property owned by decedent at the time of his death, except the certificates of deposit, such heirs had dispensed with the formal administration by an amicable settlement and a distribution of the property.. We think this holds equally true as to the certificates of deposit. The facts show that each of the heirs has received his or her share of the estate and, over a long period, has acted upon and acquiesced in the distribution.

Plaintiff claims that the total value of all the personal property on the farm at the time of Amil’s death was about $2,000. As disclosed by the testimony, it could not have exceeded this amount. The value of ‘the certificates of deposit was $3,695. Anna, the widow, within a year after Amil’s death, paid the funeral expenses, erected a monument, and paid two claims totaling $400 against her deceased husband. The total amount of such payments was $857. After deducting this amount and the widow’s allowance of $500, there remained only $643 to be distributed to the three heirs out of the personal property, valued liberally at $2,000. Clara’s share would have been $214.66.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Raidt v. United States
130 N.W.2d 121 (Supreme Court of Minnesota, 1964)
Anderson v. Educational Publishers, Inc.
133 F. Supp. 82 (D. Minnesota, 1950)

Cite This Page — Counsel Stack

Bluebook (online)
15 N.W.2d 206, 218 Minn. 81, 1944 Minn. LEXIS 466, Counsel Stack Legal Research, https://law.counselstack.com/opinion/holtan-v-fischer-minn-1944.