Snelar v. State

367 P.2d 563, 140 Mont. 76, 1961 Mont. LEXIS 104
CourtMontana Supreme Court
DecidedDecember 20, 1961
DocketNo. 10059
StatusPublished
Cited by1 cases

This text of 367 P.2d 563 (Snelar v. State) 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
Snelar v. State, 367 P.2d 563, 140 Mont. 76, 1961 Mont. LEXIS 104 (Mo. 1961).

Opinion

MR. JUSTICE JOHN C. HARRISON

delivered the Opinion of the Court.

This is an appeal by the plaintiffs and appellants, Roza Snelar, et al., and by the defendant and appellant, Peter J. Sodja, individually and in his capacity as administrator with will annexed and as trustee under the will, from a judgment and decree entered and filed in the Matter of the Estate of Katherine Spehar, deceased, by the district court of the second judicial [78]*78district of the State of Montana, in and for tbe County of Silver Bow.

The essential facts are as follows:

Katherine Spehar died testate in Silver Bow County, Montana, on September 13,1954, and on October 15, 1954, the district court of that county by its order admitted her will to probate and appointed Peter J. Sodja administrator with the will annexed.

The will in question named approximately forty persons residing outside the State of Montana as legatees and beneficiaries and on January 11, 1956, the district court appointed James A. Poore, Jr. and Robert A. Poore of Butte, Montana, as attorneys to represent the nonresident legatees and beneficiaries. Included among these were sixteen relatives of the testatrix and her predeceased husband who were and are residents and nationals of the Federal People’s Republic of Yugoslavia.

All of the Yugoslav legatees, by power of attorney, authorized the Consul General of the Federal People’s Republic of Yugoslavia in San Francisco (whose consular jurisdiction includes the State of Montana) to represent them. The Consul General, Branko Karadzole, in turn empowered James A. Poore, Jr. and Robert A. Poore of Butte, Montana, and Peter A. Schwabe of Portland, Oregon, to represent him and the Yugoslav legatees.

The attorneys for the nonresident legatees and beneficiaries thereupon instituted a proceeding to determine heirship as prescribed by law and filed a complaint in which they alleged that reciprocity of inheritance rights existed at, prior to, and at all times since Katherine Spehar’s death on September 13, 1954, between the United States of America and the Federal People’s Republic of Yugoslavia as required by R.C.M.1947, § 91-520, and that therefore each of the legatees residing in Yugoslavia was entitled to receive his or her legacy.

Peter J. Sodja, individually and in his capacities as administrator with the will annexed and as trustee under the will, [79]*79filed an answer in which he prayed that reciprocity of inheritance be found to exist between.the State of Montana and the Federal People’s Republic of Yugoslavia and that the bequest of each Yugoslav legatee be paid over to him as trustee and to be held by him in trust in accordance with the terms of the will creating the trust.

The State of Montana filed a separate answer in which the allegations of the complaint in respect to the existence of reciprocal rights of inheritance between the United States and Yugoslavia were denied and it was prayed that “the foreign heirs be put upon their proof in establishing their heirship and proving reciprocity of transfer, as required by law.”

After the matter was heard on May 13 and 14, 1958, the district court, with the Honorable T. E. Downey, District Judge, sitting without a jury, presiding therein, in essence and effect ruled that a treaty concluded between the United States and Serbia in 1881 and concededly in force with Yugoslavia at all times here material does not provide for rights of inheritance on the part of heirs or beneficiaries present in and nationals of Yugoslavia in an estate left in Montana by a deceased American citizen. The judgment and decree thereupon directed that the legacies left to the residents and nationals of the Federal People’s Republic of Yugoslavia “be distributed to the State of Montana as escheated property.”

The identical issue here before the court was directly presented in the case of State Land Board v. Kolovrat, 220 Or. 448, 349 P.2d 255, wherein the Supreme Court of the United States granted certiorari. The Supreme Court of the State of Oregon had held that the Convention for Facilitating and Developing Commercial Relations (sometimes called the Convention of Commerce and Navigation, herein referred to as the 1881 treaty) between the United States of America and the then Principality of Serbia (22 Stat. 963, Treaty Series 319, 2 Malloy’s Treaties, (etc.) 1613), recognized as in full force and effect between the United States and Yugoslavia, did not [80]*80provide for and accord reciprocal rights of inheritance where the decedent was a resident of Oregon and an American citizen and his heirs were residents and citizens of Yugoslavia.

On May 1, 1961, the Supreme Court of the United States rendered its decision in Kolovrat v. Oregon, which has become final (366 U.S. 187, 81 S.Ct. 922, 927, 6 L.Ed.2d 218) holding that the 1881 treaty does provide for and accord such reciprocal rights and that Yugoslav heirs “have the same right to inherit their relatives’ personal property as they would if they were American citizens living in Oregon.”

The question of reciprocity of inheritance rights between residents of Montana and residents and nationals of Yugoslavia was before this court on two previous appeals. The first was In re Spoya’s Estate, 129 Mont. 83, 282 P.2d 452; the second, In re Ginn’s Estate, 136 Mont. 338, 347 P.2d 467. In both cases, this court affirmed the rulings of the lower court in favor of reciprocity with Yugoslavia.

All counsel in the case before us, on August 24, 1961, entered into and executed a “Stipulation as to Necessity of Reversal of District Court Judgment.” This stipulation recognized and recited that the Kolovrat decision, supra, is determinative of the reciprocity issue on this appeal in “that heirs or legatees residing in, and citizens of Yugoslavia have the same rights of inheritance in the United States (and Montana) as if they were American citizens residing in Montana.”

Therefore, on the basis of the Kolovrat decision by the Supreme Court of the United States, supra, the decisions by this court, and the stipulation of counsel, the judgment and decree herein appealed from is reversed on the reciprocity issue.

The stipulation of counsel, above mentioned, in its last paragraph provides:

“It is further stipulated and agreed that said Kolovrat decision has not in anywise affected that portion of the district court’s judgment and decree pertaining to the validity and enforcibility of the alleged trust referred to in paragraph [81]*81'Ninthly’ of decedent’s Will; and the issue on appeal as to the same as specified by appellant Sodja at pages ‘4’ and ‘5’ of his brief on appeal and to which appellants, Snelar, et al., will direct and file a Reply Brief remains an issue on appeal for decision of this Supreme Court of the State of Montana.”

Therefore, it is necessary for the court on this appeal to determine whether paragraph “Ninthly” (hereinafter quoted) of the will of Katherine Spehar created a valid and enforceable trust.

Paragraph “Ninthly” is quoted as follows:

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

Related

Estate of Spehar
367 P.2d 563 (Montana Supreme Court, 1961)

Cite This Page — Counsel Stack

Bluebook (online)
367 P.2d 563, 140 Mont. 76, 1961 Mont. LEXIS 104, Counsel Stack Legal Research, https://law.counselstack.com/opinion/snelar-v-state-mont-1961.