Reid v. Reid

272 P.2d 1031, 128 Mont. 197, 1953 Mont. LEXIS 100
CourtMontana Supreme Court
DecidedNovember 24, 1953
DocketNo. 9203
StatusPublished

This text of 272 P.2d 1031 (Reid v. Reid) 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
Reid v. Reid, 272 P.2d 1031, 128 Mont. 197, 1953 Mont. LEXIS 100 (Mo. 1953).

Opinions

MR. CHIEF JUSTICE ADAIR:

Appeal from an order settling the account of a guardian. On March 18, 1949, two brothers, Almon G. Reid and George H. Reid, were appointed as co-guardians of the person and estate of their mother Margaret G. Reid, an incompetent person, and thereafter each acted as a guardian until the mother’s death on March 13, 1950.

On December 5, 1951, Almon filed in the district court of Madison County a first and final account of his activities as a guardian of his mother’s estate which account was set for hearing for ten o’clock a. m., on December 22, 1951, and by order of the Hon. Lyman H. Bennett, district judge presiding, the clerk gave notice thereof by posting notices in three public places at least ten days before such hearing.

The judge further ordered that George be cited and required to produce for examination of the court and to deposit with the clerk of court as a part of the records in said proceeding all cancelled checks, bank debit slips and receipts in his possession or under his control, showing disbursements from the accounts of the ward during the course of the guardianship or to appear in court at the time fixed and show cause, if any, why he should not do so.

On December 13, 1951, George filed an affidavit of disqualification against Judge Bennett for imputed bias and prejudice. Thereupon Judge John B. McClernan was called and accepted jurisdiction in the matter.

Judge McClernan first reset the hearing on Almon’s report and final account for January 10, 1952, and later reset the hearing for January 17, 1952.

At the hearing had on January 17, 1952, it was shown by the final account and the testimony of witnesses that at the time such guardianship was created the ward owned about 1,000 acres of deeded land, together with the pertinent Taylor grazing leases, as well as leases of state lands and forest grazing privileges, all of the value of about $250,000, and that she also owned about [200]*2004,237 ewe sheep, 94 buck sheep, 164 head of cattle, and 20 horses together with considerable farm machinery and equipment worth $155,000.

It was shown that upon the appointment of the co-guardians, Almon took possession of all the livestock, ranch real estate and ranch equipment and that he managed the ranch and handled the sale of livestock.

Almon testified that his brother George had never objected to his taking over the management of the ranch nor of his selling of the livestock. Almon also testified that he had had many years experience in managing such kinds of property and that George had never come out to assist in the management of either the ranch or the livestock.

George testified: “Q. Did you ever at any time refuse to assist or cooperate with your brother in the care of any part or portion of this livestock and farm and ranch ? A. No, sir. ’ ’

Almon testified that all money belonging to his mother and all the money received from sales of her property was placed in the First National Bank of Twin Bridges; that he drew checks thereon for the payment of hired help and for other ranch expenses ; that both guardians were supposed to sign all the checks; that his final account shows that he received during such guardianship the sum of $74,701. 43 and also shows all disbursements, but that he has not all his cancelled checks as George had obtained some of them; that he, Almon, had nothing to do with the mother’s real estate in Twin Bridges which was handled by George and that all Almon knew about it was that the rentals were received by George and turned into the bank and correctly reported by Almon in this final account.

Almon further testified that George was vice president of said bank at Twin Bridges and that as a co-guardian George looked after his mother’s financial affairs and business, other than the care and management- of her ranch and livestock.

George testified that he put in all his time in the matters involving his mother’s guardianship during the period of such guardianship; that .'lie.' kept. the books and records that were [201]*201used to prepare, settle and pay federal and state income taxes and that he attended to the renewal and checking of leases and forest permits and to the making of federal land bank payments, school seetion payments, Taylor grazing privileges and all other leases belonging to the estate, and also that he made numerous trips to look over the sheep and made numerous trips to Butte, Helena, Whitehall, Bozeman, Belgrade, the State of Idaho, etc., and that he went wherever else he figured the business required him to go in connection with forest permits, school section leases, sales of cattle, pinchases of bucks, and so forth, and that he used his own car in making such trips and that he paid the expenses thereof amounting to $661.

The record further shows that there was much ill will and disagreement between the two co-guardians during the period of the guardianship.

It further shows that following the mother’s death the estate was turned over to George who on May 27, 1950, was appointed special administrator of the estate; that on October 26, 1951, Almon and his twin brother Alvin F. Reid were appointed general administrators of their mother’s estate, after their mother’s will naming George as executor had been held invalid upon a contest instituted by the twin brothers Almon and Alvin. See State ex rel. Reid v. District Court, 126 Mont., 489, 255 Pac. (2d) 693.

It further appears that no inventory was ever filed by Almon who testified he was unable to obtain from George a list of the property which George had in his possession, but that a correct list of all the livestock appears in Almon’s final account.

Almon also testified that when he sought to make sales of livestock and attempted to talk with George about same George would not talk, but that George was informed of the sales made as the proceeds were deposited in said bank whereof he was then an officer.

The final account submitted by Almon showed an itemized, list of the proceeds received by him as such guardian, amounting-to $74,701.43 as well as an itemized list of all disbursements in-[202]*202eluding payments of the loan and interest to said bank and the Rank balance received by George amounting to the sum of $67,-122.12 and also a bank balance of $7,579.31. In his final account Almon asked for compensation for his services as such guardian in the sum of testament, which on May 16, 1951, had been paid him, also that the court fix the compensation of his attorneys for .the professional services they had rendered to him as payment of Almon’s account, viz.:

On January 17, 1952, at the time set for the hearing on Almon.’s account, George appeared and filed written objections as a co-guardian of h’is mother, then deceased, as an heir at law of the decedent and as a devisee named in decedent’s last will and testament, which on May 16,1951, had been adjudged invalid as aforesaid. George urged the following objections to the settlement of Almon’s account, viz:

(1) That Almon, without warrant or authority and without consulting him, took possession of and assumed the management of the ranch and livestock;

(2) That Almon was not entitled to more than $250 a month for his services as a co-guardian;

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Bluebook (online)
272 P.2d 1031, 128 Mont. 197, 1953 Mont. LEXIS 100, Counsel Stack Legal Research, https://law.counselstack.com/opinion/reid-v-reid-mont-1953.