Kern v. Vance

31 P.2d 313, 96 Mont. 443
CourtMontana Supreme Court
DecidedMarch 29, 1934
DocketNo. 7,231
StatusPublished

This text of 31 P.2d 313 (Kern v. Vance) 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
Kern v. Vance, 31 P.2d 313, 96 Mont. 443 (Mo. 1934).

Opinion

MR. JUSTICE STEWART

delivered the opinion of the court.

This is an appeal from an order of the district court of Ravalli county, appointing Samuel R. Yance administrator with the will annexed of Cynthia J. Kern, deceased.

Cynthia J. Kern died testate, in Ravalli county, on November 17, 1927. She left an estate consisting of both real and personal property. Part of the real estate was subject to written contract of sale to one Paul D. Lear. This contract was dated April 1, 1927, and was entered into between Lear and deceased in her lifetime. It has never been consummated; Lear still owes money on it. Another portion of the real estate was subject to written contract of sale to one James Weber. This contract was made January 3, 1917. It has never been consummated; Weber still owes money on it. In addition to the property involved in these two contracts of sale, Cynthia J. Kern at the time of her death owned realty and personal property located at Hamilton, Montana. In her last will and testament she nominated her husband, Milburn [446]*446G. Kern, as tbe executor thereof. She gave, devised and' bequeathed to him all of her estate, both real and personal, “to have and to hold the same during his natural life, with the power, however, to him to sell and convey all or any part thereof, and to mortgage the same or any part thereof, and to use the proceeds thereof to all intents and purposes as if he were the owner thereof in fee”; and, if any thereof remained at the time of his death, the same was devised and bqueathed to his heirs, and to the heirs of the deceased, Cynthia J. Kern, share and share alike. The will was admitted to probate on July 19, 1929. Letters testamentary were issued to Milburn G. Kern. He immediately qualified as executor and acted as such until his death.

On January 10, 1931, Milburn G. Kern, married Ada Kern, appellant herein. Some time after his second marriage Mil-burn G. Kern became afflicted with a fatal disease. During this illness he was treated in several different hospitals. He had not completed the administration of the estate of Cynthia J. Kern at the time of his death, and no property had been distributed to him. After his second marriage he made an agreement with his then wife, appellant, whereby she promised to support him, pay his bills, nurse him during his sickness, care for him in the manner that he had been used to living, and pay his funeral expenses, and in consideration of these things Kern, by instruments in writing, sold, transferred and assigned to appellant all his right, title and interest as beneficiary, devisee and legatee in the property formerly owned by Cynthia J. Kern and then in process of administration by him as executor of the estate.

It appears that appellant did care for and support Kern until he died, and that she paid his hospital bills, etc. Kern died on April 30, 1933, and left the administration of the estate of Cynthia J. Kern unfinished. Thereafter appellant applied for letters of administration with the will annexed of the estate of Cynthia J. Kern, deceased. The heirs of the latter filed objections to her appointment. Samuel R. Yance, a brother and heir of Cynthia J. Kern, also applied for letters. [447]*447After a bearing held on both petitions, Vance was appointed administrator with the will annexed of the Cynthia J. Kern estate. Ada Kern has appealed from the order making that appointment.

Appellant contends that ‘ all the property belonging to the estate of Cynthia J. Kern having been disposed of, transferred, sold and assigned to her by the devisee, legatee and beneficiary of the estate, the respondent, Vance, even though he is a brother of deceased, is not entitled to succeed to her personal estate, or any portion thereof, and therefore is not entitled to letters of administration of the estate of Cynthia J. Kern.”

It was suggested in the argument that there is no property left in the estate, and that therefore there is no estate to be further administered. It appears, however, that the estate was appraised at $7,000, that there are debts due from the estate, that an inheritance tax is due to the state of Montana, and that no account has ever been made or filed by the executor. Obviously, these facts make it imperative that someone be appointed to complete the administration.

The law jealously guards against a contingency wherein no account has been made by a deceased executor. Section 10295, Revised Codes 1921, as amended by Chapter 11, Laws of 1927, goes to the extent of providing that in such a case the personal representative of such deceased executor may be compelled to render an account on his behalf. In any event, it is plain that the estate is left without an administrator or executor, and that someone must be qualified to act. In such a situation, sections 10117 and 10057, Revised Codes 1921, come into play.

Section 10117 provides as follows: “If all such executors or administrators die or become incapable, or the power and authority of all of them is revoked, the court or judge must issue letters of administration, with the will annexed or otherwise, to the widow or next of kin, or others, in the same order and manner as is directed in relation to original letters of administration. * * • ”

[448]*448Section 10057 provides, in part, as follows: “If the sole executor or all the executors are incompetent, or renounce, or fail to apply for letters, or to appear and qualify, letters of administration, with the will annexed, must be issued as designated and provided for the grant of letters in cases of intestacy. ’ ’

The two petitions for letters bring us to a consideration of the respective rights of the applicants. Their claim to preference and priority, as we have indicated, must be decided by a consideration of the provisions of the applicable general statute.

Section 10068, Revised Codes 1921, reads as follows: “Administration of estates of all persons dying intestate must be granted to some one or more of the persons hereinafter mentioned, the relatives of the deceased being entitled to administer only when they are entitled to succeed to his personal estate, or some portion thereof, and they are, respectively, entitled therein in the following order: 1. The surviving husband or wife, or some competent person whom he or she may request to have appointed. 2. The children. 3. The father or mother. 4. The brothers. 5. The sisters. 6. The grandchildren. 7. The next of kin entitled to share in the distribution of the estate. 8. The public administrator. 9. A creditor. 10. Any person legally competent.

The applicant Ada Kern is not related to the deceased Cynthia Kern in any of the degrees mentioned in subdivisions 1 to 7, inclusive, of the section. She is not related in any way to the deceased, although she was married to the surviving spouse of Cynthia J. Kern. She is not claiming a right as. public administrator; neither is she a creditor of deceased or her estate. The record indicates that she may be a creditor of Milburn G. Kern, now deceased; but that fact, if- it be taken as a fact, does not create the relation of debtor and creditor within the contemplation of the statute. By elimination, Ada Kern must be held to be an applicant under subdivision 10 of the statute, to-wit, “a person legally competent.”

Petitioner Yance assumed to come under subdivision 4 of the statute. He is a brother of the deceased Cynthia J. Kern. [449]*449He alleged rights as an heir entitled to share in the property of the estate.

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Bluebook (online)
31 P.2d 313, 96 Mont. 443, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kern-v-vance-mont-1934.