In Re Spoya's Estate

282 P.2d 452
CourtMontana Supreme Court
DecidedApril 5, 1955
Docket9266
StatusPublished
Cited by10 cases

This text of 282 P.2d 452 (In Re Spoya's 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 Spoya's Estate, 282 P.2d 452 (Mo. 1955).

Opinion

282 P.2d 452 (1955)

In the Matter of the ESTATE of Joe SPOYA, Deceased.
Arnold H. Olsen, Attorney General, Appellant,
v.
Rafo IVANCEVIC, Counsel General of Federal People's Republic of Yugoslavia, in his representative capacity as Attorney-in-fact for Rose Spoya, et al., Respondents.

No. 9266.

Supreme Court of Montana.

Submitted January 13, 1955.
Decided April 5, 1955.
Rehearing Denied April 18, 1955.

*453 Arnold H. Olsen, Atty. Gen., Mr. J.J. McCaffery, Jr., Sp. Asst. Atty. Gen., J. J. McCaffery Jr., Sp. Asst. Atty. Gen. argued orally, for appellant.

Michael E. Ruane, Anaconda, Peter A. Schwabe, Haas & Schwabe, Portland, Or., Michael E. Ruane, Anaconda, Peter A. Schwabe, Portland, Or., argued orally, for respondent.

ANGSTMAN, Justice.

Joe Spoya died testate on the 8th day of May 1949, a resident of Missoula County. By his will he devised and bequeathed certain described property to certain named residents of Montana and then bequeathed a bank account in the Western Montana National Bank of Missoula, share and share alike, to six nieces residing in the Republic of Croatia, which forms with other territories the Republic of Yugoslavia.

The only question here involved is whether the nieces may take this bequest. The question arose on the petition of the executor for distribution of the estate. The district court ruled that they are entitled to receive it and the state has appealed from the judgment. Judge Taylor we are told in the brief of respondent reached the same conclusion in another case on substantially the same evidence.

The first contention of the state is that the court erred in overruling its objection to the filing of an appearance on the part of the consul general of Yugoslavia for the foreign heirs. The court did not err in this respect. There was filed without objections powers of attorney signed by all the foreign heirs appointing the consul general their attorney. The power of attorney was acknowledged before the president of the district court, an officer authorized to administer oaths.

*454 The consul general, Rafo Ivancevic, also testified as a witness. He testified that he is appearing in his official capacity as representative of the six nieces; that he has powers of attorney from them and that they all reside in Croatia. He testified without objection that Yugoslavia grants rights of inheritance to heirs or beneficiaries who are residents and citizens of the United States out of estates of persons who die in Yugoslavia and whose estates are in Yugoslavia. He testified that if the court were to decree the bequest to the nieces they would receive the entire bequest.

There was sufficient evidence to establish the existence and identity of the legatees. The testator named them in his will. All the other beneficiaries under the will who reside in Montana filed a stipulation that the named legatees of the bank account are residents of Yugoslavia and that they are entitled to share in the estate. The court properly permitted the consul general to enter an appearance on behalf of the foreign heirs.

The next contention of the state is that the court erred in receiving over the state's objection evidence of reciprocity. Specifically the state contends that before an estate may be distributed, as was sought by the petition here, there must have been a judicial determination of heirship which concededly had not been had.

The state relies on subdivision 6 of section 91-520, R.C.M. 1947, which came into the statute by an amendment made by Chapter 31, Laws of 1951. It reads: "No estate in which alien heirs, devisees and/or legatees have a distributive share shall be considered to be in a condition to petition for final distribution, unless, the court enters a written order in such estate decreeing that an action for determination of heirship has been instituted in which the State of Montana was made a party-defendant and that a decree determining heirship has been entered and filed in said action."

Since this statute treats of devisees and legatees, as well as heirs, it seemingly was the legislative intent to have it apply to an estate passing by will as well as by the laws of succession in case of intestacy, and this notwithstanding that the testator and not the court determines who shall take the estate of testator. However, since the estate passed at the time of death which was in 1949, this amendment made in 1951 can have no application to this estate. In re Nosen's Estate, 118 Mont. 40, 162 P.2d 216; In re Gaspar's Estate, 128 Mont. 383, 275 P. 2d 656.

Furthermore at the time of the death of testator R.C.M. 1947, § 91-3901, provided: "Whenever all the heirs or devisees of any estate who are residents of the United States shall agree that any nonresident of the United States is a lawful heir or devisee of said estate and is lawfully entitled to share therein, said agreement may be reduced to writing and filed with the clerk of the court in the matter of said estate, and thereafter it shall not be necessary for any such nonresident heir or devisee to institute any proceedings to determine his rights of heirship." In 1951 the last above quotation was designated as paragraph 2 of section 91-3901, supra, and paragraph 3 was added reading: "The provisions of subdivision 2 shall dispense with the proceedings provided for by section 91-3801, insofar as such section relates to establishing heirship, but shall not dispense with the necessity of establishing proof of reciprocity as required in estates in which nonresident aliens are claiming as heirs, legatees and/or devisees." Paragraph 3 simply states what the rule would have been without it so far as proceedings to determine heirship are concerned.

On the issue of reciprocity the testimony of William B. Stern was relied on, which was to the effect that an American citizen is permitted to take by inheritance property of an estate of one dying in Yugoslavia, and the state contends that the evidence given by him was inadmissible.

It was sought to qualify the witness to give oral testimony of the laws of Yugoslavia under R.C.M. 1947, § 93-1001-14, reading: "The oral testimony of witnesses skilled therein is admissible as evidence of the unwritten law of a sister *455 state or foreign country, as are also printed and published books of reports of decisions of the courts of such state or country, or proved to be commonly admitted in such courts."

R.C.M. 1947, § 93-1001-11, defines unwritten law as follows: "Unwritten law is the law not promulgated and recorded, as mentioned in section 93-1001-8, but which is, nevertheless, observed and administered in the courts of the country. It has no certain repository, but is collected from the reports of the decisions of the courts and treatises of learned men."

It was shown that William B. Stern is the foreign law librarian of the Los Angeles County Law Library. He studied law at Wuerzburg, Munich and Berlin, Germany, from 1928 to 1932. He received a degree of Doctor from the University of Wuerzburg. For about a year and a half he was in the Bavarian state service for jurists. Later he served as clerk in his father's law office for about six months. He came to America in 1935 and entered the University of Texas, and later that same year became a graduate student in the political science department of Johns Hopkins University in Baltimore, Maryland.

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Bluebook (online)
282 P.2d 452, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-spoyas-estate-mont-1955.