Olsen v. Ivancevic

282 P.2d 452, 129 Mont. 83, 1955 Mont. LEXIS 29
CourtMontana Supreme Court
DecidedApril 5, 1955
DocketNo. 9266
StatusPublished
Cited by15 cases

This text of 282 P.2d 452 (Olsen v. Ivancevic) 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
Olsen v. Ivancevic, 282 P.2d 452, 129 Mont. 83, 1955 Mont. LEXIS 29 (Mo. 1955).

Opinions

MR. JUSTICE ANGSTMAN:

Joe Spoya died testate on the 8th day of May 1949, a resident of Missoula County. By his will he devised and bequeathed certain described property to certain named residents of Montana and then bequeathed a bank account in the Western Montana National Bank of Missoula, share and share alike, to six nieces residing in the Republic of Croatia, which forms with other territories the Republic of Yugoslavia.

The only question here involved is whether the nieces may take this bequest. The question arose on the petition of the executor for distribution of the estate. The district court ruled that they are entitled to receive it and the state has appealed from the judgment. Judge Taylor we are told in the brief of respondent reached the same conclusion in another ease on substantially the same evidence.

The first contention of the state is that the court erred in overruling its objection to the filing of an appearance on the part of the consul general of Yugoslavia for the foreign heirs. The court did not err in this respect. There was filed without objections powers of attorney signed by all the foreign heirs appointing the consul general their attorney. The power of at[86]*86torney was acknowledged before tbe president of tbe district court, an officer authorized to administer oaths.

Tbe consul general, Rufo Ivancevic, also testified as a witness. He testified tbat be is appearing in bis official capacity as representative of tbe six nieces; tbat be bas powers of attorney from them and tbat they all reside in Croatia. He testified without objection tbat Yugoslavia grants rights of inheritance to heirs or beneficiaries who are residents and citizens of tbe United States out of estates of persons who die in Yugoslavia and whose estates are in Yugoslavia. He testified tbat if the court were to decree tbe bequest to tbe nieces they would receive the entire bequest.

There was sufficient evidence to establish tbe existence and identity of tbe legatees. The testator named them in bis will. All tbe other beneficiaries under tbe will who reside in Montana filed a stipulation tbat tbe named legatees of tbe bank account are residents of Yugoslavia and tbat they are entitled to share in tbe estate. Tbe court properly permitted tbe consul general to enter an appearance on behalf of tbe foreign heirs.

Tbe next contention of tbe state is tbat tbe court erred in receiving over the state’s objection evidence of reciprocity. Specifically tbe state contends tbat before an estate may be distributed, as was sought by tbe petition here, there must have been a judicial determination of heirship which eoncededly had not been bad.

Tbe state relies on subdivision 6 of section 91-520, R. C. M. 1947, which came into tbe statute by an amendment made by Chapter 31, Laws of 1951. It reads: “No estate in which alien heirs, devisees and/or legatees have a distributive share shall be considered to be in a condition to petition for final distribution, unless, tbe court enters a written order in such estate decreeing tbat an action for determination of heirship bas been instituted in which tbe State of Montana was made a party-defendant and that a decree determining heirship bas been entered and filed in said action.”

Since this statute treats of devisees and legatees, as well as [87]*87heirs, it seemingly was the legislative intent to have it apply to an estate passing by will as well as by the laws of succession in case of intestacy, and this notwithstanding that the testator and not the court determines who shall take the estate of testator. However, since the estate passed at the time of death which was in 1949, this amendment made in 1951 can have no application to this estate. In re Nosen’s Estate, 118 Mont. 40, 162 Pac. (2d) 216; In re Gaspar’s Estate, 128 Mont. 383, 275 Pac. (2d) 656.

Furthermore at the time of the death of testator R. C. M. 1947, sec. 91-3901, provided: “Whenever all the heirs or devisees of any estate who are residents of the United States shall agree that any nonresident of the United States is a lawful heir or devisee of said estate and is lawfully entitled to share therein, said agreement may be reduced to writing and filed with the clerk of the court in the matter of said estate, and thereafter it shall not be necessary for any such nonresident heir or devisee to institute any proceedings to determine his rights of heirship.” In 1951 the last above quotation was designated as paragraph 2 of section 91-3901, supra, and paragraph 3 was added reading: “The provisions of subdivision 2 shall dispense with the proceedings provided for by section 91-3801, insofar as such section relates to establishing heirship, but shall not dispense with the necessity of establishing proof of reciprocity as required in estates in which nonresident aliens are claiming as heirs, legatees and/or devisees.” Paragraph 3 simply states what the rule would have been without it so far as proceedings to determine heirship are concerned.

On the issue of reciprocity the testimony of William B. Stern was relied on, which was to the effect that an American citizen is permitted to take by inheritance property of an estate of one dying in Yugoslavia, and the state contends that the evidence given by him was inadmissible.

It was sought to qualify the witness to give oral testimony of the laws of Yugoslavia under R. C. M. 1947, sec. 93-1001-14, reading: “The oral testimony of witnesses skilled therein is admissible as evidence of the unwritten law of a sister state or [88]*88foreign country, as are also printed and published books of reports of decisions of the courts of such state or country, or proved to be commonly admitted in such courts.”

R. C. M. 1947, sec. 93-1001-11, defines unwritten law as follows: “Unwritten law is the law not promulgated and recorded, as mentioned in section 93-1001-8, but which is, nevertheless, observed and administered in the courts of the country. It has no certain repository, but is collected from the reports of the decisions of the courts and treatises of learned men.”

It was shown that William B. Stern is the foreign law librarian of the Los Angeles County Law Library. He studied law at Wuerzburg, Munich and Berlin, Germany, from 1928 to 1932. He received a degree of Doctor from the University of Wuerzburg. For about a year and a half he was in the Bavarian state service for jurists. Later he served as clerk in his father’s law office for about six months. He came to America in 1935 and entered the University of Texas, and later that same year became a graduate student in the political science department of Johns Hopkins University in Baltimore, Maryland. In January 1937 he became an employee at the University of Chicago Law Library, where he served until April 1939. The Los Angeles library has about 200,000 volumes, about one-half of which are books on foreign law. Mr. Stern has been subpoenaed in numerous cases to testify on foreign law in courts in California and Oregon. He has also been retained as an expert on foreign law questions by the attorney general of California and particularly on questions of reciprocity with various European countries. He has studied the subject of reciprocity of inheritance rights concerning a number of countries including Yugoslavia and concerning the procedure of courts in Yugoslavia. He testified that he is the Dr. Stern who testified as an expert in the case of In re Miller’s Estate, 104 Cal. App. (2d) 1, 230 Pac. (2d) 667.

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

Related

State v. Cline
555 P.2d 724 (Montana Supreme Court, 1976)
United States v. Alexander Sutton
426 F.2d 1202 (D.C. Circuit, 1969)
Gorun v. Fall
287 F. Supp. 725 (D. Montana, 1968)
State v. Warnimont
156 N.W.2d 392 (Wisconsin Supreme Court, 1968)
Vinsova v. State
387 P.2d 305 (Montana Supreme Court, 1963)
In Re Hosova's Estate
387 P.2d 305 (Montana Supreme Court, 1963)
Snelar v. State
367 P.2d 563 (Montana Supreme Court, 1961)
Estate of Spehar
367 P.2d 563 (Montana Supreme Court, 1961)
Olsen v. Karadzole
347 P.2d 467 (Montana Supreme Court, 1959)
In Re Ginn's Estate
347 P.2d 467 (Montana Supreme Court, 1959)
Daly Bank & Trust Co. v. State
318 P.2d 230 (Montana Supreme Court, 1957)
In Re Hofmann's Estate
318 P.2d 230 (Montana Supreme Court, 1957)
In Re Spoya's Estate
282 P.2d 452 (Montana Supreme Court, 1955)

Cite This Page — Counsel Stack

Bluebook (online)
282 P.2d 452, 129 Mont. 83, 1955 Mont. LEXIS 29, Counsel Stack Legal Research, https://law.counselstack.com/opinion/olsen-v-ivancevic-mont-1955.