Hornung v. Estate of Lagerquist

473 P.2d 541, 155 Mont. 412, 1970 Mont. LEXIS 381
CourtMontana Supreme Court
DecidedJuly 27, 1970
Docket11842
StatusPublished
Cited by40 cases

This text of 473 P.2d 541 (Hornung v. Estate of Lagerquist) 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
Hornung v. Estate of Lagerquist, 473 P.2d 541, 155 Mont. 412, 1970 Mont. LEXIS 381 (Mo. 1970).

Opinion

MR. JUSTICE HASWELL

delivered the Opinion of the Court.

Appeal by the coexecutors of an estate from an adverse judgment on a rejected creditor’s claim. The district court of Ravalli County, the Hon. Jack L. Greene, presiding without a jury, •entered judgment holding the estate of a divorced father liable for support money payments during the minority of his child accruing after the father’s death, denying the estate any offsets. From this judgment, the estate appeals.

Plaintiff is Harriet Hornung, formerly Harriet Lagerquist, the mother of the minor child for whose support the instant creditor’s claim was filed. Defendant is the estate of Victor H. Lagerquist, the deceased father of the minor child.

The marriage between plaintiff and Victor H. Lagerquist was terminated by decree of divorce on June 4, 1965, in the district court of Ravalli County. The divorce decree granted custody of the minor child to plaintiff and ordered Victor H. Lagerquist to pay plaintiff “the sum of $100.00 a month for the support and maintenance of said [minor child] during his minority”. *414 The decree further recited that Victor H. Lagerquist “has paid to the Plaintiff the sum of $5,000.00 which is approved by the court in lieu of and in final satisfaction of any claim of Plaintiff against [Victor H. Lagerquist] for permanent support or alimony and that the Plaintiff has executed and filed herein a release of all claims which release is specifically approved by the Court, a copy annexed hereto, and by this reference made a part of this Decree.” The release itself stated that the plaintiff has released Victor H. Lagerquist of any and all claims of all kinds “except for periodic child support payments as the above entitled Court may adjudge for the support and maintenance of [the minor child] ”. The divorce decree was never modified.

During his lifetime Victor H. Lagerquist made all child support payments due under the divorce decree. He died testate on January 5, 1968 in Ravalli County leaving an estate, including joint tenancy property, valued in excess of $400,000. Under the terms of his will bequests of $1.00 were made to his mother and to his minor child, the bequest to the latter reading as follows:

“THIRD. I give, devise, and bequeath unto my son, Victor Harold Lagerquist, the sum of One Dollar ($1.00) and no more, knowing that he is otherwise provided for and having myself made other provisions for him.”

Except for these two bequests, the entire residue of his estate was bequeathed to his two brothers and two sisters, two of whom are the coexeeutors of his estate. »

Three policies of life insurance on the life of the minor child were in effect at the time of the death of Victor H. Lagerquist. Decedent.was the owner and beneficiary of two of the policies, each of which had a face value of $25,000 and each of which provided that upon decedent’s death, plaintiff would become owner and beneficiary. These policies were surrendered to plaintiff by the coexecutors upon decedent’s death. At the time of his death these two policies had a total cash surrender value of $3,512. Plaintiff thereafter surrendered these policies and *415 received- the cash surrender value. Neither policy contained any restriction concerning the use of the proceeds by plaintiff.

The third policy on the life of the minor child was- in the face amount of $100,000 with a cash surrender value of $5,329 at the time of decedent’s death. Decedent was the owner and beneficiary of this policy until the child became 21 or until decedent died, in either of which events the child became owner and beneficiary Plaintiff had no right or interest in this policy.

No child support payments were made by the estate or the co-executors following the death of Victor H. Lagerquist on January 5, 1968. In June, 1968, plaintiff timely filed a creditor’s claim for 6 months’ accrued and past due child support payments in the total amount of $600, and future support money payments for the minor child thereafter until his majority or alternatively for the present value of such future child support payments in the sum of $12,415. The minor child was 8 years old at the time of his father’s death. The claim was rejected in its entirety by one of the coexecutors.

Following rejection of the creditor’s claim, plaintiff filed suit against the estate of Victor H. Lagerquist seeking judgment on the creditor’s claim. A motion by defendant for dismissal of the action was denied by the district court. Defendant answered, asserting four defenses. (1) failure to state a claim, (2) a general denial of further liability for child support following decedent’s death, (3) receipt of benefits by plaintiff from decedent ■during his lifetime exceeding in value the amount plaintiff now claims, and (4) receipt of assets by plaintiff as a result of decedent’s death in the amount of $8,841, constituting a setoff against the amount plaintiff now claims.

The case came on for trial before Judge Green, sitting without a jury, on July 18, 1969. Witnesses were sworn and examined on behalf of both parties and various exhibits were received in evidence. Following conclusion of the testimony, both parties submitted proposed findings of fact, conclusions of law and briefs. On November 12, 1969 the district court entered its own *416 findings of fact, conclusions of law, and judgment in favor of plaintiff. The judgment awarded plaintiff (a) the sum of $2,300 for accrued child support payments from date of decedent’s death to date of judgment, (b) the further sum of $100 per month thereafter as long as the minor child shall live terminating on his 21st birthday, and (c) costs. Defendant now appeals from this final judgment.

Two basic issues are posed in this appeal: (1) Is the estate of a deceased father liable for child support payments awarded in a divorce decree which accrue after his death? (2) Is the estate entitled to offset the cash surrender value of the three life insurance policies against such liability, if any?

On the first issue, defendant’s basic position is that no claim against a divorced father for future support of his minor child survives the father’s death, at least in the absence of an express statute or an express agreement to the contrary. Defendant argues that the obligation of a father to support his minor child found its inception in the common law and under the common law ceased upon the death of the father. Additionally, defendant argues that a divorce decree containing a provision for child support is a judgment in personam, is not a “final judgment”, and creates no lien against the divorced father’s property during his lifetime nor against his estate after his death. Finally, defendant contends that policy considerations require that a child of divorced parents be placed in no more preferential position than a child of undivorced parents and as the latter parents can terminate any further support obligations after death by will, so should the former be able to do so. Prompt administration, distribution, and closing of the estates of deceased persons likewise foreclose any continuing obligation of support, according to defendant.

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Bluebook (online)
473 P.2d 541, 155 Mont. 412, 1970 Mont. LEXIS 381, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hornung-v-estate-of-lagerquist-mont-1970.