Kuberich v. Popovich

400 P.2d 873, 145 Mont. 146, 1965 Mont. LEXIS 452
CourtMontana Supreme Court
DecidedFebruary 24, 1965
DocketNo. 10607
StatusPublished
Cited by27 cases

This text of 400 P.2d 873 (Kuberich v. Popovich) 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
Kuberich v. Popovich, 400 P.2d 873, 145 Mont. 146, 1965 Mont. LEXIS 452 (Mo. 1965).

Opinion

MR. JUSTICE JOHN C. HARRISON

delivered the Opinion of the Court.

This is an appeal from a judgment of the third judicial district for Deer Lodge County, the Honorable John McClernan, Judge presiding, revoking an order admitting a will to probate.

The respondent contestant attacked the will on two grounds, lack of testamentary capacity and undue influence in the making of the will. The jury found by special verdict that:

1. George Maricich was mentally competent to make a last will and testament on May 16, 1960.
2. That the mind of George Maricich was NOT free from undue influence, menace or duress at the time of the execution of the instrument dated May 16, 1960.

The jury having found that George Maricich had the required mental capacity to.make a will, the one and only question before this court is does the evidence show that the jury was correct in its findings that there was undue influence, menace or duress at the time of the making of the will.

George Maricich, the testator, was born in Yugoslavia and came to the United States as a young man. He never married. He apparently lived with a brother, Mane Maricich, and worked in the smelter in Anaconda until his brother’s death in 1956. Soon thereafter, he moved into a rooming house where he lived until a few months before his death at Galen, the State Tuberculosis Hospital. Both Mane and George Maricich were hard-working frugal men, and during their lifetimes accumulated estates from their wages and savings.

"When Mane Maricich died in 1956, George Maricich served as the administrator of his brother’s will and was its beneficiary, he obtained the services of Irving C. Pearson, the county attorney, to probate the will of his brother. During the [149]*149course of the probate he had Mr. Pearson make a will for him. This will, hereinafter will be referred to as the 1956 will, and Ted Kuburich, a long-time friend and President of the Serbian Ilercegovinian Unity Lodge of Anaconda, Montana, was named trustee and executor. The 1956 will provided that there be a nice green lawn at the Serbian Church, and directed Kuburich to dispose of the remaining property in accordance with the directions left by Maricich with the Serbian Hercegovinian Lodge. It is the contention of the proponents of this 1956 will (the contestants here) that the directions were to the Lodge that the testator’s nephew in Yugoslavia was to receive his property, and this nephew Nickola Maricich is a contestant to the second will, the May 6, 1960, will. The testimony concerning this Yugoslavian nephew is that he is the only remaining relative; that he wrote to his uncle at Galen after learning from Mr. Kuburich that his uncle was seriously ill urging him “that in view of his illness that it would be best if the Hercegovinian Lodge took care of things for you so no one having no right to your holdings would claim such. Much better that you leave it to a blood relative and I am your nearest relative.”

Some three years passed following the events of 1956 during which time George Maricich retired from the Smelter, and began living on the Smelter retirement plan and Social Security. He moved into a rooming house owned by a Mrs. Kosanovich and he continued to eat most of his meals in a restaurant owned by a Mr. and Mrs. William Lankeit. Both his landlady and the Lankeits testified at length at the trial concerning the kind of man the testator was and about the events that occurred after he became sick. Everyone spoke of him as a quiet, elderly man who spoke broken English. He understood the language of his adopted country but did not read or write it very well. He did speak, read and write the Serbian language. He regularly attended the Serbian Church and was a faithful member of the Serbian Lodge. Most of his friends were from these associations.

[150]*150In late 1959, Mr. Maricich became seriously ill at his room and. his landlady called upon the Lankeits, the restaurant owners, to take him to the local hospital. He gave Mrs. Lankeit’s name to the hospital as a friend and the one “to be notified in case of emergency.”

Some days later, when it was necessary to take Mr. Maricich to Galen, again it was the Lankeits who transported him, and again it was the Lankeits who were given as the friend to be notified in case of emergency. He was admitted to the State Tuberculosis Hospital at Galen on December 21, 1959. For the next two months the Lankeits looked after getting his mail to him, picking up his pension checks and doing for him the errands he desired done while hospitalized. Mr. Maricich had Mr. Walsh, who Mr. Lankeit thought was Mr. Maricich’s attorney at the time he took him to the hospital, draw a power of attorney for Mr. Lankeit so that he could deposit the checks, pay his room rent, etc. Due to the fact the Lankeits were going to take a trip, and because they desired to get Mr. Maricich’s business affairs in order, Mr. Lankeit petitioned the court on March 10, 1960, for letters of guardianship of the personal affairs of George Maricich. This petition for letters was dismissed by an order of the court April 13, 1960, on motion of Mr. Lankeit. The order and petition were prepared by Mr. Walsh. Mr. Lankeit testified that his reasons for dismissing his petition was that Mr. Pearson and Mr. Kuburich had gone to Galen and had gotten Mr. Maricich to sign papers on February 24, 1960, to appoint Mr. Kuburich his guardian. The information was given Mr. Lankeit some time in March, after he had filed his petition and during a visit with Mr. Maricich, and concerning the visit Mr. Lankeit testified that the following took place:

“Mr. Maricich was very upset, and he didn’t know what to do, and he was apologizing and everything, and then he said something about — well, he wanted to know if I knew Mickey Boryan, and I told him that I did know Mr. Boryan, so he [151]*151wanted me to send Mickey Boryan down there, so I said, ‘Well I don’t see Mickey Boryan very often,’ so then he said for me to go and see Emmet, and then have Emmet get ahold of Mickey Boryan, and bring him down, or send him down, and he said: ‘He talks my language,’ he said, ‘so I want to see Mickey,’ and so that was it, and I came back to Anaconda and notified Mr. Walsh about what had happened, and so then I was out of the picture as far as this was concerned.” This conversation was the reason for Mr. Lankeit’s withdrawal in April 1960.

The court records show the following concerning Mr. Maricich’s affairs:

February 24, 1960 — Petition for Appointment of Guardian filed by Theodore Kuburieh;

March 10, 1960 — Petition for Appointment of Guardian filed by William Lankeit;

March 22, 1960 — A nomination of Ted Kuburieh, signed by George Maricich.

March 23, 1960 — Affidavit of disqualification filed by Theodore Kuburieh, disqualifying Judge Stewart. An affidavit of disqualification filed March 23, 1960, and an affidavit filed and dated March 22, 1960, was signed by George Maricich, advising that he did not nominate or desire William Lankeit to be his guardian.

March 25, 1960 — George Maricich filed his Waiver of Notice and Nomination for appointment on the 25th of March, 1960, as to Milan Boryan, declaring therein that Milan Boryan was his godson.

March 31, 1960 — Petition for Letters of Guardianship by Milan Boryan, dated March 25, 1960, and filed March 31, 1960.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In re the Estate of Snell
4 Am. Tribal Law 244 (Fort Peck Appellate Court, 2002)
In Re the Estate of Wittman
2001 MT 109 (Montana Supreme Court, 2001)
In Re the Estate of Bradshaw
2001 MT 92 (Montana Supreme Court, 2001)
Estate of Axvig
1999 MT 24N (Montana Supreme Court, 1999)
Estate of DeCock v. DeCock
925 P.2d 488 (Montana Supreme Court, 1996)
In Re the Estate of Lien
892 P.2d 530 (Montana Supreme Court, 1995)
Matter of Estate of Hogan
708 P.2d 1018 (Montana Supreme Court, 1985)
Adams v. Allen
679 P.2d 1232 (Montana Supreme Court, 1984)
Dybvik v. Dybvik
654 P.2d 989 (Montana Supreme Court, 1982)
Estate of Wallace v. McAlear
606 P.2d 136 (Montana Supreme Court, 1980)
In Re Estate of Vestal v. Vestal
605 P.2d 606 (Montana Supreme Court, 1980)
Monaco v. Cecconi
589 P.2d 156 (Montana Supreme Court, 1979)
Cameron v. Cameron
587 P.2d 939 (Montana Supreme Court, 1978)
Mountain View Cemetery v. Granger
574 P.2d 254 (Montana Supreme Court, 1978)
Beebe v. Johnson
526 P.2d 128 (Montana Supreme Court, 1974)
Blackmer v. Blackmer
525 P.2d 559 (Montana Supreme Court, 1974)
Wallin v. Kinyon Estate
519 P.2d 1236 (Montana Supreme Court, 1974)
Patterson v. Halterman
505 P.2d 905 (Montana Supreme Court, 1973)
Estate of Hall v. Milkovich
Montana Supreme Court, 1972

Cite This Page — Counsel Stack

Bluebook (online)
400 P.2d 873, 145 Mont. 146, 1965 Mont. LEXIS 452, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kuberich-v-popovich-mont-1965.