In Re Roberts' Estate

58 P.2d 495, 102 Mont. 240, 1936 Mont. LEXIS 66
CourtMontana Supreme Court
DecidedMay 5, 1936
DocketNo. 7,493.
StatusPublished
Cited by5 cases

This text of 58 P.2d 495 (In Re Roberts' Estate) 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
In Re Roberts' Estate, 58 P.2d 495, 102 Mont. 240, 1936 Mont. LEXIS 66 (Mo. 1936).

Opinion

Respondent moves to dismiss the first appeal on the ground that Milton Louis Roberts was an adverse party and should have been served with the notice of appeal, notwithstanding the fact that he had not appeared and taken any part in the proceedings from which the judgment appealed from was entered. The petition filed by respondent to terminate the trusts was one in probate filed under the authority of section 10352, Revised Codes *Page 242 of 1921. Proceedings under this section, like all other proceedings in probate, are proceedings in rem and not inpersonam. (Security-First National Bank v. Superior Court,1 Cal.2d 749, 37 P.2d 69.) The present proceeding not being one in personam, but one in rem, the only parties to it were the persons who actually appeared therein, namely, respondent Roberts, appellants and the Great Falls National Bank. This was clearly held in the case of Estate of McDougald, 143 Cal. 476,77 P. 443.

The rule there enunciated was reiterated in the case ofEstate of Carpenter, 146 Cal. 661, 80 P. 1072. At the time the cases above were decided, the California statutes relating to appeals were the same as the statutes of Montana as they exist to-day. The doctrine announced in these cases was approved by this court in the case of In re McGovern's Estate, 77 Mont. 182,250 P. 812, where this court said:

"This question has never before been presented to this court, but, under like statutes and a like situation, the supreme court of California has repeatedly held: `That such others having allowed the other interested persons to conduct the proceedings for their benefit, they must be considered as having consented that they should be represented by these other persons in any appeal that may be taken from the order thus procured.'" So in the present case, Milton Louis Roberts having allowed another interested party to conduct the proceeding for his benefit, he must be considered as having consented that he should be represented by such other party in any appeal that might be taken.

The authorities cited by counsel for respondent are not in point. With the exception of In re McGovern's Estate, supra, and In re Toomey's Estate, 96 Mont. 489, 31 P.2d 729, which counsel seek to distinguish, none of the authorities cited involved proceedings in probate or other proceedings in rem. All of them (with the two exceptions mentioned) pertained to ordinary civil actions between one or more plaintiffs and one or more defendants. In the case of such actions the parties are the *Page 243 plaintiff or plaintiffs and such of the defendants as are served with process. Such, however, is not the case here.

The present proceeding involves property valued at a figure in excess of $400,000. The appeal is by no means frivolous. On the contrary, the judgment appealed from contravenes not only the express provisions of section 10328, Revised Codes 1921, but also a long line of decisions holding that once a decree of distribution has become final it is a conclusive adjudication of the validity of any trust subject to which property is distributed thereunder. (Town of Cascade v. Cascade County,75 Mont. 304, 243 P. 806, 808; Keating v. Smith, 154 Cal. 186,97 P. 300; Manning v. Bank of California, 216 Cal. 629,15 P.2d 746, 748; Crew v. Pratt, 119 Cal. 131,51 P. 44.)

It is respectfully submitted that appellants should not be deprived of their right to an appeal, and, consequently, of a valuable property right, by reason of having followed a practice approved by this court in In re McGovern's Estate, supra.

Quite apart from the foregoing considerations, the motion to dismiss must be denied. It is elementary that a person named in a complaint as a defendant, who is not properly served with process and who does not appear, is not a party to the action and no notice of appeal need be served upon him. "Those persons, firms and corporations named in the complaint as defendants, but on whom no service was obtained, were not, in fact, parties to the action, and therefore could not be adverse parties to the appeal. Parties to an action are those who are named as such in the record and who are properly served with process or who enter their appearance in the action." (Mitchell v. Banking Corp.,81 Mont. 459, 264 P. 127; Hooven etc. Co. v. JohnFetherstone's Sons, 111 Fed. 81, 49 C.C.A. 229.) It is admitted that Milton Louis Roberts never appeared in the proceeding and the record discloses that he was not properly served with process of any nature.

The lower court made an order that the citation herein be served on Milton Louis Roberts and John Stotter, nonresidents of the state of Montana, by publication. The citation, however, *Page 244 was never published, but in lieu thereof the petitioner Elmore William Roberts purported to make personal service of the citation on Milton Louis Roberts in California. It is submitted that the purported service was wholly ineffective. Personal service of process beyond the territorial jurisdiction of a state is valid only when expressly authorized by statute (50 C.J. 543), and section 10352, supra, which contains complete provisions in reference to the manner in which citations in proceedings instituted thereunder shall be served, does not authorize the personal service of such citations outside the state. On the contrary it expressly provides that as to beneficiaries in the state the citation shall be personally served in the same manner as summons in a civil action, but as to beneficiaries outside the state, the citation shall be served by publication. It is quite true that section 9118 provides that where service of summons by publication has been ordered, personal service outside the state shall be the equivalent of publication. But this section is applicable only to the service of summons and section 10352 incorporates the provisions of the Code in reference to the service of summons only in respect to the service of beneficiaries within the state.

Furthermore, even if section 9118 were applicable, the purported service of Milton Louis Roberts would still be invalid for the reason that there was no valid order of publication. Section 10352 provides that the citation shall be published for not less than two months, whereas, in the present case the court ordered that the citation be served for four successive weeks. Parenthetically, it may be noted that less than two months elapsed between the date on which the petition was filed and the date on which it was heard.

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Cite This Page — Counsel Stack

Bluebook (online)
58 P.2d 495, 102 Mont. 240, 1936 Mont. LEXIS 66, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-roberts-estate-mont-1936.