Montgomery v. Gilbert

77 F.2d 39, 1935 U.S. App. LEXIS 4484
CourtCourt of Appeals for the Ninth Circuit
DecidedApril 22, 1935
DocketNo. 7158
StatusPublished
Cited by9 cases

This text of 77 F.2d 39 (Montgomery v. Gilbert) is published on Counsel Stack Legal Research, covering Court of Appeals for the Ninth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Montgomery v. Gilbert, 77 F.2d 39, 1935 U.S. App. LEXIS 4484 (9th Cir. 1935).

Opinion

NORCROSS, District Judge.

This is an appeal from a decree of dismissal of plaintiff’s bill in equity entered in the court below following trial upon the merits.

Plaintiff-appellant filed his bill attacking, upon grounds of fraud, certain “orders, judgments and decrees” of the district court of Beaverhead county, Mont., in connection with the administration of the estate of William Montgomery, deceased. The bill was filed by appellant as a citizen of the state of Idaho, shortly after he had reached his majority, in the year 1931.

Appellant is the youngest child of the decedent, and is one of the devisees under his father’s will. Other devisees or legatees are the widow, two sons and four daughters of the decedent. Of these, the two sons and two of the daughters are not named as defendants in the complaint, nor is the omission accounted for therein. In his brief appellant states that the two daughters, Frances and Anna, died before the legacies matured. No explanation appears why the two other sons were not made parties defendant. William George, one of the sons, testified at the trial.

In our view of the case, it is not necessary to consider the merits of the controversy either as set forth in the pleadings or as disclosed by the evidence. Accordingly, we will state only the facts'pertinent to the question of jurisdiction, on which rests our determination of the cause.

The appellant is a citizen of Idaho, and all of the appellees save the Federal Land Bank of Spokane are citizens of Montana, or, if corporations, are organized under the laws of the latter state. The land bank is a corporation organized under an act of Congress, and has its principal place of business at Spokane, Wash. Jurisdiction of this case was alleged by reason of the diversity of citizenship of the parties.

William Montgomery died testate at Beaverhead county, Mont., on October 24, 1919. On November 25, 1919, there was [40]*40filed a waiver of statutory notice, by which consent was given that hearing on the petition for the probate of the will might be had on that day. The waiver purports to - bear the signatures of the widow and six of the children of the testator.' As to James, Anna, -Elizabeth, and the appellant, after each of whose purported signatures appears the word “Minor,” appellant alleges that the signatures are forgeries, perpetrated by the widow at the “instance and request” of J. H. Gilbert, one of the appellees, who at that time was cashier of the Bank of Dillon, another appellee, and named in the will as one of the executors.

On November 25, 1919, the Montana court entered an order admitting the will to probate, and issued letters testamentary to Gilbert, who thereupon subscribed the oath and assumed the duties of executor. The order admitting the will to probate recited that “due proof” had been “made that notice has been duly given of the time appointed for proving said Will and for hearing said petition, according to law, to all parties interested.”

At the time the will was probated, appellant was less than ten years old. In his complaint appellant alleges that “no copy of. any notice of the time appointed for the probate was ever addressed” to the minor heirs, James, Anna, and himself, or to J. B. Poindexter, named as coexecutor in the will, and at that time residing at Honolulu, Hawaii. The appellant testified that no guardian was ever appointed for him during his minority, and that he “did not have any recollection” of there ever having been any notice served upon him of the application to probate his father’s will.

On this subject of waiver and alleged lack of notice, the court below made the following observations :

“ * * * The order of probate of the will and letters to Gilbert recites that ‘due proof’ was ‘made that notice has been duly given,’ and there is no substantial evidence to the contrary. Inheritance the creation of statute is subject to statutory regulations, and probate is so far in rem that wills may be probated and estates administered without notice to or représentation for minors (and adults too for that matter), save to the extent required by statute, which in this state does stipulate for notice ‘addressed’ to the heir and ‘deposited in the postoffice,’ or ‘personal service is equivalent.’ Plaintiff’s testimony that he has ‘no recollection’ of receiving any such notice, may be taken as true and’’yet notice duly given. Notice mailed is legal and constructive notice even though not received.
“A waiver of notice in plaintiff’s behalf by some one signed and found in the files, must be presumed to have been as it should have been ignored by the Court if brought to its attention, for that a minor cannot waive notice or process.
“Strange enough, the plaintiff presented the Clerk of the probate court as a witness who produced some of the probate records. He was not even asked whether or not the statutory notice had been given by him; so if necessary the presumption prevails he performed his official duty and did give it.
“It follows that the probate court had jurisdiction of plaintiff, and accordingly follows the usual consequence. That is, though plaintiff a minor and unrepresented other than by the Court at least obligated to protect his interests whether or not it did he none the less had his ‘day in court,’ and is bound and concluded by the proceedings even as adults in like circumstances, save certain statutory rights are his to be timely exercised in the probate or some other court.”

In this connection it should be observed that the order of the state probate court authorizing the executor Gilbert to sell all of the real property belonging to the estate recited, “due proof of the due publication of a copy of said order to show cause having been made as required by law and the order of this Court,” and that it appeared to the court it was “for the best interests of the estate and all interested therein, including the minor heirs, that said real estate be sold and that the proceeds thereof be applied upon the payment of the debts of said deceased.” Appellant alleges in his complaint that there was never “any necessity why any executor should have sold any of plaintiff’s said land for the payment of any debts.”

Paragraph 10 of the will reads as follows : “I direct that my estate shall be settled as rapidly as possible, with due regard to the interest of my heirs, and upon distribution, the said J. B. Poindexter and J. H. Gilbert shall become trustees of the property remaining. I direct that they shall hold and operate the same as such trustees for the benefit of my said heirs respectively in the same manner as I have heretofore managed said property and until my youngest son shall arrive at the age of twenty-one (21) years, and I give them full power to [41]*41sell my part of the property as they shall deem best, and to borrow money for the operation of the business and execute such necessary instruments to secure such loans as may be required or deemed «essential.”

Attached as an exhibit to the complaint is the state probate court’s “decree of settlement of account and order discharging executor,” directing the executor to apply the balance of cash remaining in his hands to payment of the debts due to two banks. That decree, dated February 23, 1926, recites that the estate is insolvent, and that all its property has been sold.

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Bluebook (online)
77 F.2d 39, 1935 U.S. App. LEXIS 4484, Counsel Stack Legal Research, https://law.counselstack.com/opinion/montgomery-v-gilbert-ca9-1935.