Robson v. Stoltz

260 P.2d 391, 127 Mont. 172, 1953 Mont. LEXIS 68
CourtMontana Supreme Court
DecidedJuly 16, 1953
DocketNo. 9248
StatusPublished
Cited by14 cases

This text of 260 P.2d 391 (Robson v. Stoltz) 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
Robson v. Stoltz, 260 P.2d 391, 127 Mont. 172, 1953 Mont. LEXIS 68 (Mo. 1953).

Opinion

MR. CHIEF JUSTICE ADAIR:

The principal question presented is whether, under the laws of Montana, a child by virtue of his adoption loses his right to inherit from his natural parent.

[174]*174The Facts. Harry B. Kay took a wife and her name was Mildred Rowe Kay. And lie knew her and she conceived and bare him two sons who were named Harry Hillis Kay and Phillip Rowe Kay.

The marriage of Harry B. Kay and Mildred Rowe Kay endured for some ten years when, at the suit of the wife, the marriage was dissolved by decree entered in the district court of Dawson County, of which county the parties were then residents. The decree so entered granted Mildred Rowe Kay an absolute divorce from Harry B. Kay and awarded her the custody of the two sons so born of the marriage.

Some eighteen months after the granting of such divorce, Mildred Rowe Kay and one George A. Stoltz intermarried at Valier, Montana. Following this marriage Mildred and her two sons so born of her marriage to Harry B. Kay went to reside and make their home with Stoltz in Pondera County, Montana.

Later, on petition of George A. Stoltz, the district court of Pondera County entered an order whereby both Kay boys were legally adopted by Stoltz and, in accordance with such order, the names of the minors were changed so that Harry Hillis Kay became Hillis George Stoltz and Phillip Rowe Kay became Phillip Rowe Stoltz. Since their adoption both boys have been known by their adopted names and they have resided with and been supported by George A. Stoltz.

On June 18, 1946, Harry B. Kay, in the presence of two subscribing witnesses, signed an instrument in writing declared by him to be his last will, by the terms whereof he devised and bequeathed all his estate of every kind and nature to his brother, W. E. Kay, a bachelor, whom he nominated and designated as executor of the will without bond. No intention appears to substitute any other in the place of W. E. Kay, either as legatee, devisee, executor o:r otherwise. In fact the will fails to name, designate, mention or refer to any person, persons or class of persons other than the testator and the latter’s brother W. E. Kay.

On May 5, 1949, W. E. Kay, so named as sole legatee and [175]*175devisee in the above will, died testate at Wessington Springs, in the State of South Dakota, leaving no surviving wife, lineal descendants, father or mother. W. E. Kay had lived and he died a single man.

Harry B. Kay, who never remarried, died on January 28, 1951, leaving estate, both real and personal, in Dawson County, Montana, of which county he was then a resident.

On March 6, 1951, by order entered in the district court of Dawson County, the aforesaid testamentary writing of June 18, 1946, was admitted to probate as the last will of Harry B. Kay, deceased, and the appellant J. W. Robson, a nephew of decedent, was appointed administrator with the will annexed, following which he qualified, administered the estate, filed his final account and petitioned for distribution requesting that the estate be distributed to' decedent’s surviving sisters, brother and to various nephews and nieces as surviving children of a deceased half-sister of the decedent.

To the petition for distribution the respondents Hillis George Stoltz and Phillip Rowe Stoltz filed written objections wherein they represent that they are the natural sons of said Harry B. Kay, deceased; that they are decedent’s only surviving heirs at law and that as such they are entitled to have the estate so left by their natural father distributed to them in equal shares.

The appellant J. W. Robson, administrator with the will annexed made reply to respondents’ aforesaid objections wherein he admits that respondents are the natural sons of Harry B. Kay and Mildred Rowe Kay but denies that respondents are the legal heirs of said Harry B. Kay, deceased.

Under the laws of Montana, who are the legal heirs of Harry B. Kay, deceased, to whom his estate must be distributed?

The two respondents claim to be decedent’s only legal heirs by virtue of being his natural sons bom in lawful wedlock and being-decedent’s only surviving bodily issue, hence entitled to inherit the estate in equal shares under the express provisions of the last sentence of subdivision 1, section 91-403, Revised Codes of Montana of 1947.

[176]*176The appellants concede that respondents are the natural sons of decedent born in lawful wedlock but contend that by virtue of their adoption by Stoltz each respondent lost his right to inherit from his natural father Harry B. Kay and that the latter’s estate, which would have gone to respondents but for their adoption, should be distributed as follows: (1) To Pearl Landers, sister of decedent, of Burbank, California, 1/5 thereof; (2) to Grace Larson, sister of decedent, of Wessington Springs, South Dakota, 1/5 thereof; (3) to Leta Haakinson, sister of decedent, of Madison, South Dakota, .1/5 thereof; (4) to Charlie R. Kay, brother of decedent, of Spencer, South Dakota, 1/5 thereof; (5) to J. W. Robson, nephew, of Lindsay, Montana, 1/35 thereof; (6) to E. J. Robson, nephew of Madison, South Dakota, 1/35 thereof; (7) to Edward Robson, nephew, of Madison, South Dakota, 1/35 thereof; (8) to Glen Robson, nephew, of Madison, South Dakota, 1/35 thereof; (9) to Inez Gavin, niece, of Lindsay, Montana, 1/35 thereof; (10) to Bessie Ducommun, niece, of Junius, South Dakota, 1/35 thereof, and subject to probate proceedings in the matter of the estate of C. L. Robson, also known as Clarence L. Robson, deceased, now pending in the above entitled court; (11) to Harriet Robson of Glendive, Montana, 1/35 thereof for the term of her natural life and the remainder to (12) Yern Robson, of Seattle, Washington; (13) Orvin Robson of Glendive, Montana and (14) Delbert Robson of Glendive, Montana, in equal shares.

After a hearing before it, the district court of Dawson County made and entered its order and decree wherein it approved the administrator’s final account and ordered and adjudged that the entire estate of Harry B. Kay, deceased, be distributed to the respondents Hillis George Stoltz and Phillip Rowe Stoltz in equal shares, they being the surviving issue of decedent. The authority for such distribution is subdivision 1, section 91-403, Revised Codes of Montana of 1947.

From the above order and decree J. W. Robson, administrator with the will annexed, has appealed for and on behalf of himself as such administrator and in behalf of himself individually and [177]*177the brothers, sisters, nieces and nephews named, in his petition for distribution.

Testamentary Disposition to W. E. Kay fails. W. E. Kay, sole legatee and devisee in the last will of his brother Harry B. Kay, having died during the lifetime of Harry B. Kay whom he predeceased by almost eighteen months and no intention appearing to substitute any other in the place of said W. E. Kay, the testamentary disposition to him fails under the provisions of R. C. M. 1947, secs. 91-227 and 91-139, infra.

R. C. M. 1947, sec. 91-227 provides: “If a devisee or legatee dies during the lifetime of the testator, the testamentary disposition to him fails, unless an intention appears to substitute some other in his place, except as provided in section 91-139.”

R. C. M. 1947, sec.

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Cite This Page — Counsel Stack

Bluebook (online)
260 P.2d 391, 127 Mont. 172, 1953 Mont. LEXIS 68, Counsel Stack Legal Research, https://law.counselstack.com/opinion/robson-v-stoltz-mont-1953.