In Re Stoian's Estate

357 P.2d 41
CourtMontana Supreme Court
DecidedNovember 21, 1960
Docket9974
StatusPublished
Cited by15 cases

This text of 357 P.2d 41 (In Re Stoian'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 Stoian's Estate, 357 P.2d 41 (Mo. 1960).

Opinion

357 P.2d 41 (1960)

In the Matter of the ESTATE of Eli STOIAN, also known as Elie Stoian, Deceased.
Dan D. VONICA, Plaintiff and Respondent,
v.
UNKNOWN FOREIGN AND NON-RESIDENT HEIRS OF Eli STOIAN, also known as Elie Stoian, Deceased, Defendants, and
The State of Montana, Defendant and Appellant.

No. 9974.

Supreme Court of Montana.

Submitted March 2, 1960.
Decided November 21, 1960.
Rehearing Denied December 12, 1960.

*43 Forrest H. Anderson, Atty. Gen., Nicholas A. Rotering, Asst. Atty. Gen., for appellant. Nicholas A. Rotering, Asst. Atty. Gen., argued orally.

Joseph A. McElwain and M. K. Daniels, Deer Lodge, argued orally, for amici curiae.

Ralph J. Anderson and Stanley P. Sorenson, Helena, for respondent. Ralph J. Anderson Helena, argued orally.

HARRISON, Chief Justice.

This is an appeal by the State of Montana from an order determining heirship entered in the district court of the third judicial district, Powell County, on April 28, 1958, in which it was decreed that Dan D. Vonica was the only surviving heir at law of the deceased, Eli Stoian, and therefore entitled to distribution of the entire estate.

Eli Stoian died intestate on or about the 1st day of January 1949, leaving an estate in excess of $10,000. Dan D. Vonica petitioned for letters of administration alleging himself to be the next of kin and heir at law of the deceased. He was duly appointed administrator and qualified as such. Thereafter, on June 13, 1949, an order was made by the district judge appointing two attorneys to represent the unknown and nonresident heirs of the deceased. On August 29, 1949, these attorneys filed a petition to determine heirship pursuant to sections 91-3801, 91-3802, 91-3803, R.C.M. 1947. On January 11, 1950, Dan D. Vonica made his appearance in the matter of this petition to determine heirship, and on May 22, 1950, he filed a complaint alleging that he was a second cousin of the decedent, and as such was the sole heir and entitled to the whole estate.

On May 29, 1950, the attorneys for the unknown and foreign heirs filed an answer to Dan D. Vonica's complaint alleging that decedent was survived by certain individuals, namely, three brothers, and nephews and nieces, who were residents and citizens of Roumania.

The cause came on for hearing before the court on the 26th day of June 1950, and on February 18, 1952, the district court made an order determining heirship in which it decreed that the heirs at law entitled to the distribution of decedent's estate were "Constantin Stoian, related as brother, and residing at Poiana, Sibiuli 1322, Roumania; Paul, also known as Pavel, Stoian, related as brother, and residing in the Republic of Roumania; children surviving decedent's sister, Maria Stoian Bodea, and who are related as nieces and nephews of decedent, and whose names and addresses were not definitely established at said hearing; and, children surviving decedent's brother, Dimitru Stoian, and who are related as nieces *44 and nephews of decedent, and whose names and addresses were not definitely established at said hearing."

The district court further determined that Dan D. Vonica was related as second cousin to decedent, and as such was not within a degree of relationship that entitled him to inherit as an heir of Eli Stoian. From this order, Dan D. Vonica perfected an appeal to this court which is reported as In re Stoian's Estate, 128 Mont. 52, 269 P.2d 1085.

Our laws provide that a person residing in a foreign country cannot participate in the estate of a deceased Montana resident until he has proven his existence and identity, and his relationship to the decedent, and that reciprocity as required by section 91-520, R.C.M. 1947, exists. If a person residing in a foreign country should prove his existence and identity, and his relationship to a deceased Montana resident, but should fail to prove reciprocity, then the estate of the Montana decedent would escheat to the State of Montana pursuant to section 91-502, R.C.M. 1947.

This court in the prior appeal of this case noted that the district court had apparently taken judicial notice of a California case to supply the proof of reciprocity necessary to the foreign heir's right to distribution of Eli Stoian's estate. This court pointed out that the district court should have made its own determination of fact as to the existence of the reciprocity required by section 91-520, R.C.M. 1947, and, if in doing so, the California case was to be relied on by way of judicial notice, then notice should have been given to the adverse party as required by section 93-501-5, R.C.M. 1947.

No one was ever notified that the district court was going to take judicial notice of a California case in making a finding as to reciprocity.

This court thereupon held in In re Stoian's Estate, 128 Mont. at page 59, 269 P.2d at page 1088, that:

"The determination of heirship by the lower court was premature and thus was error, and therefore we are not called upon to answer the arguments and discussions presented in the briefs regarding that finding. The ruling of the district court is reversed and it is directed that the lower court make its own determination in connection with whether or not the country of Rumania has reciprocity with the United States in connection with inheritance, after due notice is given to the interested litigants that a case decided in a sister state is to be used in connection with its findings and an opportunity afforded all litigants interested to be heard upon the question. And it is further directed that said district court make a determination as to whether or not such foreign country places restrictions upon the movement of money or property out of such foreign country and if so, make its order according to the directions found in R.C.M. 1947, § 91-520, subdivision 3."

Thereafter, on September 22, 1955, and subsequent thereto, following the filing in the district court of the remittitur and order of this court reversing with directions, additional hearings were had. On April 28, 1958, the district court made a new order determining heirship which forms the basis of the present appeal.

The State of Montana contends that the district court committed error by declaring Dan D. Vonica the sole heir at law of the decedent and failing to carry out the express directions of this court, namely, that the lower court make its own determination whether the country of Roumania has reciprocity with the United States in regard to inheritance.

If the district court had made a proper finding that reciprocity existed between Roumania and the United States after the matter had been remanded to it, then that court could have properly reinstated its former order of February 18, 1952. However, if it had found that reciprocity did not exist between Roumania and the United States, then it should have amended its decree of February 18, 1952, by declaring the estate of Eli Stoian escheated to the State of Montana, pursuant to sections 91-502, et seq., R.C.M. 1947.

*45 There is nothing to indicate that this court intended the district court to retry the issues concerning the existence and identity of foreign next of kin of the decedent.

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357 P.2d 41, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-stoians-estate-mont-1960.