In Matter of Estate of Holden

1 A.2d 721, 110 Vt. 60, 1938 Vt. LEXIS 119
CourtSupreme Court of Vermont
DecidedOctober 7, 1938
StatusPublished
Cited by15 cases

This text of 1 A.2d 721 (In Matter of Estate of Holden) is published on Counsel Stack Legal Research, covering Supreme Court of Vermont primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Matter of Estate of Holden, 1 A.2d 721, 110 Vt. 60, 1938 Vt. LEXIS 119 (Vt. 1938).

Opinion

Moulton, J.

George EL Holden, a legal resident of, and domiciled in, the State of Florida, died testate on June 17, 1937, in that State. Elis estate consists entirely of stocks, bonds, mortgages, notes and bank deposits. For several years previous to his demise all of this property was in the custody and charge of his son, George J. Holden, of Burlington, Vermont. Among the bonds are those of foreign governments, and of municipalities and corporations organized and having principal offices in States other than Vermont or Florida. The stocks are in part those of corporations so organized, and in part of Vermont corporations. Of the mortgages one is upon real estate in Vermont, the other upon real estate in Florida. The notes are the obligations of a Florida corporation, secured by stock in that company. The deposits are in banks, situated in Burlington. George J. *63 Holden kept the securities in safe deposit in Burlington, collected the income, forwarded to the testator such part thereof as was sufficient for the latter’s needs, and kept the balance on deposit. He also had custody of the will, which appears to have been executed according to the laws of Vermont and of Florida, and concerning which execution no question is made.

The beneficiaries of the estate are the widow, Harriet C. Holden, of Orlando, Florida; George J. Hol'den and the two children of the latter, of Burlington, Vermont. The executors named in the will are George J. Holden and Dewitt C. Miller, of Orlando, Florida.

After the death of the testator, George J. Holden, over the protest and objection of Dewitt C. Miller, presented the will for probate to the probate court for the district of Chittenden. Miller and Mrs. Holden moved to dismiss the petition for probate upon the ground that, since the testator was a resident of, and domiciled in, Florida, the appropriate court of that State is the tribunal having primary jurisdiction, and proper and orderly procedure requires the instrument to be submitted there in the first instance; and that, although the items composing the estate are physically present in Vermont, the probate court here has only ancillary jurisdiction, which is confined to the stocks of Vermont corporations, the mortgage upon Vermont real estate, and the money on deposit in Vermont banks.

Upon hearing, the motion to dismiss was denied, and the instrument admitted to probate. The cause comes here upon the appeal of Dewitt C. Miller and Mrs. Holden. No proceedings have been commenced in Florida.

Generally speaking, a will should be submitted in the first instance to the forum at the domicile of the testator. Hyman v. Gaskins, 5 Ired. Law 267, 27 N. C. 267, 270; Payne v. Payne, 239 Ky. 99, 39 S. W. (2d) 205, 208; In re Will of Eaton, 186 Wis. 124, 134, 202 N. W. 309; In re Fischer’s Will, 119 N. J. Eq. 217, 181 Atl. 875, 877; Rackemann v. Taylor, 204 Mass. 394, 90 N. E. 552, 556. Yet this course is not always necessary. The jurisdiction of a probate court over the estate of a deceased person depends upon the existence and judicial ascertainment of two facts: the death of such person and his domicile, or assets within the district. Berry, Admr. v. Rutland R. R. Co., 103 Vt. 388, 390, 154 Atl. 671. That this principle is not affected by the non- *64 residence of the decedent appears from P. L. 2725, which provides that, “ If a person resided out of the state at the time of his death, his will shall be allowed and recorded, and letters testamentary or of administration shall be granted in the probate court of any district in which he had estate. ’ ’

Statutes of this nature, varying in expression but alike in substance, have been enacted in other states, and in applying them it has been held that the appropriate court of a jurisdiction in which assets of the estate of a nonresident testator are found may grant probate upon his will, even though the will has not been presented for probate in the state of his domicile. Knight v. Hollings, 73 N. H. 495, 63 Atl. 38, 40; In re Gordon’s Estate, 50 N. J. Eq. 397, 26 Atl. 268, 269; In re Fischer’s Will, supra; Clayson v. Clayson, 26 Wash. 253, 66 Pac. 410; Rader v. Stubblefield, 43 Wash. 334, 86 Pac. 560, 564, 10 Ann. Cas. 20; Thomas Kay Woolen Mill Co. v. Sprague, (D. C.) 259 Fed. 338, 342; Hyman v. Gaskins, supra, Bolton v. Barnett, 131 Miss. 802, 95 So. 721, 724, 725; Jacques v. Horton, 76 Ala. 238, 242; and see cas. eit. in annotations, 33 L. R. A. (N. S.) 658, and 113 A. S. R. 211. Such jurisdiction is inherent and exists independently of statute, for enactments of this nature are regarded as merely declaratory of the common law. In re Estate of Washburn, 45 Minn. 242, 11 L. R. A. 41, 42; Knight v. Hollings, supra; Clayson v. Clayson, supra; Restatement, Conflict of Laws, sees. 467-(b), 469.

It is merely the application of the principle that “every state has plenary power with respect to the administration and disposition of the estates of deceased persons as to all property of such persons found within its jurisdiction.” In re Clarke’s Estate, 148 Cal. 108, 82 Pac. 760, 761, 113 A. S. R. 197, 1 L. R. A. (N. S.) 996, 999, 7 Ann. Cas. 306; Parnell, Exr. v. Thompson, 81 Kan. 119, 105 Pac. 502, 33 L. R. A. (N. S.) 658, 666. Recognition of this doctrine is found in Walton, Admx. v. Hall’s Estate, 66 Vt. 455, 29 Atl. 803, wherein the will of a resident of Vermont, not previously admitted to probate here, was proved in Illinois, in which State certain property belonging to the testator was situated at the time of his death. The opinion states that “inasmuch as there was property in Illinois on which the will was to be operative, the proper probate court of that State obviously had jurisdiction to probate it, notwithstanding *65 the testator was domiciled here at the time of his death.” (P. 460, 29 Atl. p. 804.) The language just quoted was expressly approved and its correctness said to be without doubt in Tarbell v. Walton, 71 Vt. 406, 409. In accord is In re Joyslin’s Estate, 76 Vt. 88, 94, 95, 56 Atl. 281.

Rackemann v. Taylor, 204 Mass. 394, 90 N. E. 552, upon which the appellants rely, rests upon a different state of facts. The testatrix, domiciled in New York at the time of her death, left personal and real property in that State and in Massachusetts. Her will was presented .for probate in Massachusetts by one of the executors named therein and similar proceedings were also instituted in the surrogate’s court in New York by one claiming to be a creditor of the estate, at the instance of the heirs of the decedent.

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Bluebook (online)
1 A.2d 721, 110 Vt. 60, 1938 Vt. LEXIS 119, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-matter-of-estate-of-holden-vt-1938.