Peterson v. Stitzer

87 P.2d 745, 103 Colo. 529, 120 A.L.R. 1266, 1939 Colo. LEXIS 345
CourtSupreme Court of Colorado
DecidedJanuary 30, 1939
DocketNo. 14,481.
StatusPublished
Cited by7 cases

This text of 87 P.2d 745 (Peterson v. Stitzer) is published on Counsel Stack Legal Research, covering Supreme Court of Colorado primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Peterson v. Stitzer, 87 P.2d 745, 103 Colo. 529, 120 A.L.R. 1266, 1939 Colo. LEXIS 345 (Colo. 1939).

Opinion

Mr. Justice Knous

delivered the opinion of the court.

Clara B. Stitzer died testate on May 5, 1935, leaving as her only heir at law her husband F. A. Stitzer, then 95 years of age, who is the defendant in error here. By her will, after making a number of bequests to relatives and friends, Mrs. Stitzer left the residue of the estate to her husband for life and after his death to her three sisters. In due course her will was presented for probate to the county court of the City and County of Denver, and shortly thereafter the husband filed a caveat contesting the will on the grounds of lack of testamentary capacity and undue influence. At the trial of the contest in the county court the will was upheld and admitted to probate. From the county court judgment the husband *531 took an appeal to the district court where his contest was sustained. The proponents then brought the case to this court for review with the result that the judgment of the district court was reversed and. the validity of the will upheld. Peterson, Ext’r v. Stitzer, 100 Colo. 521, 68 P. (2d) 561. On July 1, 1935, while the will contest was pending and before the will had been admitted to probate, the husband, having first secured the consent of the county court, filed therein an instrument entitled: “Election not to take under will,” concluding as follows: “Wherefore, your petitioner, the surviving spouse of the deceased, Clara B. Stitzer, reserving all rights to continue the contest of the probate of the alleged last will and testament of the said deceased, Clara B. Stitzer, and without in any way waiving his right to contest the probate of the aforesaid alleged last will and testament, or the right or rights of his heirs so to do, and with the intent in mind of protecting his estate does hereby renounce the alleged last will and testament of the deceased, Clara B. Stitzer, and reserving the aforesaid rights does hereby file his election not to take under the aforesaid alleged last will and testament of the deceased, Clara B. Stitzer, as provided under section 5185 of the 1921 Compiled Laws of the State of Colorado, and also reserves to himself and his heirs the right to take all of the estate in the event of a termination of the Caveat in his favor.”

July 26,1937, the will was returned to the county court from the district, court under a remittitur from the Supreme Court, and, in accordance with the directions of the latter, was therein finally admitted to probate and record. August 21, 1937, the husband filed in the county court a petition which, after reciting that he had “heretofore filed herein his election not to take under the alleged will” of the decedent, requested that certain specifically described real and personal property be set aside to him as. a part of his one-half interest in the estate. July 25, 1938, the executor, plaintiff in error *532 here, filed in the county court a petition asking that the purported election of the husband be declared a nullity. The county court, the Hon. H. Lawrence Hinkley presiding, after hearing, overruled the petition of the executor, who then appealed to the district court, which reached the same conclusion, and its judgment, entered accordingly, is before us for review. The statute relating to the matter here presented for consideration, section 37, chapter 176, ’35 O. S. A., reads as follows: “If any testator or testatrix, leaving a wife or husband, him or her surviving, shall by will give, bequeath, or devise away from such surviving wife or husband more than one-half of his or her property or estate, such surviving wife or husband may, in her or his option, and notwithstanding such will, take and receive one-half of the property or estate, both real and personal, of such testator or testatrix; provided, that such surviving wife or husband exercise such option by filing in the county court, in which such will is admitted to probate, within six months thereafter, her or his election in writing to take and receive one-half of said property or estate; and upon such filing of such election within said time, any such will shall be inoperative as to such one-half of said property or estate. The failure to make and file such election within said period of six months shall be conclusive evidence of the consent of the surviving wife or husband to the provisions of such will.”

As his primary contention, plaintiff in error asserts that the purported election, having been filed before the will was admitted to probate, is without force and effect, and maintains that our pronouncement in Sheely v. Sheely, 102 Colo. 194, 78 P. (2d) 378, is decisive of the question. We do not so understand. In that case the purported election of the widow was filed ten months after the will of her husband had been admitted to probate. We held that since the election had not been filed previous to the expiration of the statutory six-months period it came too late to be effective and in this par *533 ticnlar we said the statute was mandatory. Courts generally have held that legislative acts of this character are simply statutes of limitation fixing a definite time after which an election, if filed, cannot be considered. In re Zweig’s Will, 261 N. Y. S. 400; Akin v. Kellogg, 119 N. Y. 441, 23 N. E. 1046.

Prior to the adoption of statutes fixing the period subsequent to which the election of the surviving spouse is precluded, in Colorado as in many other states, where the right of election, unrestricted as to time, was provided, much unnecessary delay and uncertainty in the administration of testate estates was occasioned. As illustrative of this situation, see: Hodgkins v. Ashby, 56 Colo. 553, 139 Pac. 538, and Wolfe v. Mueller, 46 Colo. 335, 104 Pac. 487.

By the enactment of the statute here under consideration the legislature, undoubtedly taking into consideration the time required for the filing of claims, inventories and other pertinent matters, merely provided what it deemed a reasonable season of delay with the penalty of the loss of the right if the election was not exercised before the expiration of the limited period. The obvious purpose of the statute is to assure timely notice to the court, to those in charge of the administration of the estate, and to all persons interested therein, that the surviving spouse is dissatisfied with the will and elects to take and receive one-half of the estate under the statute. We are unable logically to perceive the difference in efficacy as notice between an election filed in the probate proceedings before the admission of the will and one filed afterwards within the limitation period. Nor are legal rights prejudiced by the filing of the election before the admission of the will, since if it is admitted, the election ipso' facto may become operative as of that time, but if probate is denied the effort of the surviving spouse becomes merely a futility. In the light of these considerations, it is our opinion that the county and district courts were right in overruling the petition *534 of plaintiff in error. In accord with this conclusion in the case of In re Altman’s Estate, 290 N. Y. S.

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Bluebook (online)
87 P.2d 745, 103 Colo. 529, 120 A.L.R. 1266, 1939 Colo. LEXIS 345, Counsel Stack Legal Research, https://law.counselstack.com/opinion/peterson-v-stitzer-colo-1939.