In Re Merriam

241 A.2d 602, 1968 Me. LEXIS 208
CourtSupreme Judicial Court of Maine
DecidedMay 7, 1968
StatusPublished
Cited by4 cases

This text of 241 A.2d 602 (In Re Merriam) is published on Counsel Stack Legal Research, covering Supreme Judicial Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Merriam, 241 A.2d 602, 1968 Me. LEXIS 208 (Me. 1968).

Opinion

WEATHERBEE, Justice.

On appeal.

The will of the late Ernest B. Thompson (who died August 11, 1958) left the residue of his estate in trust for the benefit of “my wife, Louena B. Thompson” for her life and at her death the trust was to terminate and what remained was to go to “my nephew, James B. Swartz”.

James B. Swartz, who was not Mr. Thompson’s nephew but was the nephew of a dead first wife of Mr. Thompson, predeceased Ernest B. Thompson. When Louena *603 B. Thompson died on June 15, 1964, the Trustee petitioned for distribution of the residue in the Knox County Probate Court, alleging that the residue falls to the heirs of Mr. Thompson’s four first cousins. The petition for distribution recited the above facts and did not state that at the time of Mr. Thompson’s death he left a surviving widow, the said Louena B. Thompson. We do not know whether the Trustee mistakenly assumed that the residue went to Mr. Thompson’s heirs-at-law living at the time of her death or whether doubt existed as to Mr. Thompson’s marital status at his death.

Due public notice was given and the judge of probate, after hearing, found that the sum of $49,367.76 remained for distribution and that the four first cousins were entitled to share equally and on November 17, 1964, ordered distribution to be made to them. Distribution was made and the Trustee’s final account was allowed December 15, 1964, reflecting this distribution.

During this time no objection to the distribution was made by any representative of Louena B. Thompson and no appeals were taken.

A petition had been filed in the Knox County Probate Court on June 30, 1964, by Bernard A. Ripley of Appleton, Knox County, asking for the allowance of the will of his sister, the said Louena B. Thompson. For reasons unknown to us this will was not allowed until September 30, 1965, at which time Mr. Ripley was appointed executor. It will be noted that at this time ten months and thirteen days had passed since the allowance of the decree of distribution complained of.

On November 30, 1965, Mr. Ripley, as executor of the will of Louena B. Thompson, filed a petition in the Knox County Probate Court asking that the court revoke and reverse its order of distribution in the estate of Ernest B. Thompson on the grounds that the probate court through mistake, inadvertence or otherwise had failed to consider the statutory right and interest of the surviving widow to share in her late husband’s intestate property. More than one year had passed since the order was made. After notice and hearing the judge of probate ordered the order of distribution reversed and revoked.

These appellants, two of the first cousins to whom distribution had been made, appealed to the Supreme Court of Probate, claiming that the probate court had no authority to reverse and revoke its order of distribution.

The Justice in the Supreme Court of Probate heard the two appeals which he ordered consolidated. He sustained the appeal on the basis of his conclusion that the judge of probate was without jurisdiction to reverse and revoke his order of distribution of November 17, 1964, and he held the judge of probate’s revocation to be void. Because he based his decree upon the judge of probate’s lack of jurisdiction, the Justice made no findings as to the question of proof of the legality of the marriage of Louena B. Thompson to Ernest B. Thompson.

This appeal from the decree of the Supreme Court of Probate presents us with the single question of whether the judge of probate was without authority to revoke a decree of distribution, upon which statutory notice had been given, after distribution had been made as ordered and after the expiration of the statutory periods for appeal.

A number of other jurisdictions have considered the issue of finality of probate court decrees. It appears that a narrow majority of the decisions hold that a decree of distribution made upon due notice and in conformity with law is a final judgment having the effect of a judgment in rem and is conclusive and binding upon all persons having any interest in the estate and upon the world as well. It cannot be revoked by the probate court after the expiration of the statutory period of appeal, except for fraud. It is the position of these courts that one claiming to be an omitted heir, who had no actual knowledge of the pendency of the decree and who took no appeal, cannot attack the decree of distri *604 bution except for fraud or lack of jurisdiction of the court. Their view appears to be that after the expiration of the statutory period of appeal, the need for finality in probate judgments outweighs the aspiration of the law that any errors of the courts should be corrected. National Exploration Co. v. Robbins, 140 Okl. 260, 283 P. 236 (1929); Wilson v. Randolph, 50 Nev. 371, 261 P. 654 (1927); State ex rel Petters & Co. v. District Court, 76 Mont. 143, 245 P. 529 (1926) ; Cunha v. Hughes, 122 Cal. 111, 54 P. 535 (1898); State ex rel. Leeper v. Marshall Circuit Court, 240 Ind. 522, 166 N.E.2d 863 (1960); Farley v. Davis, 10 Wash.2d 62, 116 P.2d 263, 155 A.L.R. 1302 (1941); 21 Am.Jur. Executors and Administrators, Sec. 488 ; 34 C.J.S. Executors and Administrators § 914.

On the other hand, Massachusetts, with statutes on appeal almost identical to ours, holds that the probate court has authority to revoke decrees of distribution which have been acted upon, on the petition of an omitted heir, when the heir had no actual knowledge of the decree and when his failure to appeal was not due to negligence on his part. Harris v. Starkey, 176 Mass. 445, 57 N.E. 698 (1900); Cleveland v. Draper, 194 Mass. 118, 80 N.E. 227 (1907); Welch v. Flory, 294 Mass. 138, 200 N.E. 900, 108 A.L.R. 813 (1936). See also Moritz v. Horsman, 305 Mich. 627, 9 N.W.2d 898, 147 A.L.R. 117 (1943).

These two lines of opinion cannot be reconciled.

Our legislature has provided two forms of appeal for persons aggrieved by the decrees of a judge of probate. The first, 4 M.R.S.A. § 401, gives such persons twenty days in which to appeal (with some few exceptions not of interest to us), but persons who are beyond the sea or out of the United States, who have no sufficient attorney within the state may appeal within twenty days from their return to the country or their appointment of such attorney.

The legislature also recognized that Justice may require a further extension of time to appeal in some extraordinary situations and 4 M.R.S.A. § 403 reads:

“If any such person from accident, mistake, defect of notice or otherwise without fault on his part omits to claim or prosecute his appeal, the supreme court of probate, if justice requires a revision, may, upon reasonable terms, allow an appeal to be entered and prosecuted with the same effect as if it had been seasonably done; but not without due notice to the party adversely interested nor unless the petition therefor is filed with the clerk of said court within one year after the decision complained of was made.”

Both statutes were taken from almost identical Massachusetts laws when Maine became a state and their language has changed little to this day.

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Bluebook (online)
241 A.2d 602, 1968 Me. LEXIS 208, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-merriam-me-1968.