Klein v. Fraser

88 P. 798, 35 Mont. 185, 1907 Mont. LEXIS 73
CourtMontana Supreme Court
DecidedFebruary 14, 1907
DocketNo. 2,349
StatusPublished
Cited by12 cases

This text of 88 P. 798 (Klein v. Fraser) 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
Klein v. Fraser, 88 P. 798, 35 Mont. 185, 1907 Mont. LEXIS 73 (Mo. 1907).

Opinion

MR. JUSTICE SMITH

delivered the opinion of the court.

This is an appeal from a so-called judgment of the district court of Lewis and Clark county, determining the ownership of the estate of Henry Klein, deceased, the interest of each respective claimant therein, and the persons entitled to distribution thereof, and also from an order denying a new trial of the issues.

No question of practice or of the propriety of the procedure followed by the district court has been raised by counsel, and none will be considered by this court.

Those portions of the will to be construed are as follows:

“Eleventhly. I give and bequeath the sum of one thousand dollars ($1,000) each, to each one of the employees of the firm of Gans & Klein, at Helena and Butte, Montana, and New York, state of New York, who shall have been in the employ of said firm one (1) year or more previous to my decease.”
“ Twenty-firstly. I give, bequeath, and devise all the rest, residue and remainder of my estate, real, personal and mixed, owned by me at the time of my death to be divided pro-ratably between the beneficiaries named in this my last will and testament. ’ ’

After the admission of the will to probate in the district court, petitions were filed by certain persons, claiming to be legatees under the “eleventhly” clause of said will, praying for a partial distribution of the assets of the estate, and that each of them receive the $1,000 mentioned in the eleventh clause of the will, as one of the employees therein mentioned. Thereupon Jacob Klein, as executor, and also as a legatee under the will, petitioned the court, in accordance with section 2840 of the Code of Civil Procedure, for an order ascertaining and declaring the rights [199]*199of all persons to said estate, and all interests therein, and to whom distribution thereof should be made under the eleventh and twenty-first clauses thereof. Said petitioning claimants are named as follows: John Engelbrecht, Ernest Hardcastle (as assignee of Thomas Reitos and Oliver Recore), Merle M. Davis, Jos. R. Walsh, Millard C. Curtis, H. J. Merkle,-M. L. Heiman, R. A. Fraser, Wilbur L. Smith, Sanford McKusick, Charles Hoepfner, Herbert W. Damon, J. O. Graiff, E. A. Merdian, and Joseph Gans.

The executor of the will and certain other persons who are specifically named as legatees therein, took issue with all of the claimants as to their right to share in the estate, and some claimants took issue with others. All of the issues raised are substantially the same, with the exception that it is specially urged that claimant R. A. Fraser cannot take under the will, for the reason that he was a subscribing witness thereto whose testimony was necessary to admit it to probate; there being but one other subscribing witness.

The following matters appear from the record to have been . established:

(1) In the year 1866 Henry Klein and one Louis Gans formed a copartnership under the firm name and style of “Gans. & Klein.”

(2) Some time later Herman Gans was taken into the firm, which continued to do business under the name of Gans & Klein. Herman Gans, however, did not acquire an interest in all of the business theretofore conducted by Henry Klein and Louis Gans; a part thereof being retained by them, the part so retained being still operated under the name of Gans & Klein, making two copartnerships of Gans & Klein, one composed of Henry Klein, Louis Gans, and Herman Gans, and the other composed of Henry Klein and Louis Gans.

(3) The firm of Gans & Klein, consisting of three persons, was engaged principally in the clothing business in Helena and Butte, with an office in New York City. The firm composed of two persons also had business interests in Helena and New York [200]*200City. On August 26, 1903, the Butte business was sold out, and on or before that date all Butte employees left the employ of Gans & Klein.

(4) On July 1, 1896, Henry Klein made his will.

(5) On September 3, 1901, Herman Gans died, and thereafter his widow, Alice M. Gans, represented his interest in Gans & Klein until September 24, 1902, when Louis Gans, Henry Klein, and Alice M. Gans organized a corporation, called “Gans & Klein,” for the purpose of carrying on the business of general merchandising in Montana and New York. On September 9, 1902, a corporation named “Gans & Klein Investment Company,” organized by Louis Gans, Henry Klein, and Alice M. Gans, had taken over'the real estate and investment business that had belonged to the partnership of three.

(6) Henry Klein died November 12, 1903.

On May 18, 1906, the district court found, among other things, that the claimants above named were beneficiaries, legatees, and distributees'under the eleventh clause of the will, and that each of them is entitled to receive $1,000, with interest at eight per •cent from November 12, 1904; that each of them is also a residuary legatee under clause 21 of the will, and entitled to receive from the estate, after payment of the general bequests and all debts and expenses of administration, two three hundred and • thirty-second parts of the residue of the estate, and entered a judgment or order accordingly. By the same judgment or order it was adjudged that certain other beneficiaries named in said will, to-wit, the Associated Charities, Hebrew Congregation Emanu-el, Hebrew Union College, St. Peter’s Hospital, and the Montana Wesleyan University, should be paid their legacies and pro rata shares of the residue of the estate.

It appears that on January 6, 1906, the court had entered a judgment or order favorably determining the rights of certain other legatees, to-wit, Jacob Klein, Rosa Asch, Harry M. Klein, Martha Kahn, Samuel Block, Julius S. Klein, Milton Klein, Susman Klein, Sigmund Klein, Herman Kohn, Carl Greenhood, and Henry Greenhood, and on January 11, 1906, made its judg[201]*201ment or order favorably determining tbe rights of one Jacob Herman to a share of said estate.

On July 9, 1906, the executor and the last-named legatees (with the exception of Herman) made a motion for a new trial of the issues found in favor of Smith, McKusick, Hoepfner, Damon, Graiff, Gans, Merdian, Fraser, Heiman, Reitos, Recore, Merkle, Curtis, Walsh, Davis, and Engelbreeht, by the judgment or order of May 18, 1906, which motion was overruled, whereupon they appealed to this court from the order denying said motion and also from so much of the judgment or order of May 18th as related to the last-named persons, serving notice of such appeal on counsel for all persons in whose favor the judgment or order of May 18th was entered, including St. Peter’s Hospital, Montana Wesleyan University, Associated Charities, Hebrew Union College, Union of American Hebrew Congregations, the Hebrew Congregation Emanu-el of Helena, and the clerk of the district court; also upon counsel for Peter Hardenstein and J. H. Freezer, whose claims were disallowed by the district court, Ernest Hardcastle, assignee of Reitos and Recore, and Jacob Herman, whose claim, was allowed January 11th. Said notice of appeal was also directed to each of said parties and to their counsel, by name.

In arriving at a conclusion in this case, we have been somewhat embarrassed by the antagonistic positions taken by some of the respondents with relation to each other.

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Cite This Page — Counsel Stack

Bluebook (online)
88 P. 798, 35 Mont. 185, 1907 Mont. LEXIS 73, Counsel Stack Legal Research, https://law.counselstack.com/opinion/klein-v-fraser-mont-1907.