Spencer v. Spencer

79 P. 320, 31 Mont. 631, 1905 Mont. LEXIS 225
CourtMontana Supreme Court
DecidedJanuary 25, 1905
DocketNo. 2,011
StatusPublished
Cited by3 cases

This text of 79 P. 320 (Spencer v. Spencer) 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
Spencer v. Spencer, 79 P. 320, 31 Mont. 631, 1905 Mont. LEXIS 225 (Mo. 1905).

Opinion

ME. COMMISSIONER POOEMAN

prepared the opinion for the court.

This is an appeal from a judgment and decree revoking the-probate of a will, and from an order overruling a motion for a new trial.

James M. Spencer died in Deer Lodge county, Montana, October 12, 1891, leaving surviving him his widow, Nanny Spencer, his only daughter, Jane Porter, and his two sons, John O. and James E. Spencer. Afterwards a paper bearing date-September 22, 1891, and'purporting to be the last will and testament of said James M. Spencer, was offered for probate; and on December 5, 1891, an order of court was made admitting the same to probate, and appointing John O. Spencer executor thereof. At the time of the death of James M. Spencer all the children were over the age of twenty-one years, except James E. Spencer, who was born November 8, 1878. Under the terms of this, alleged will, $5 were bequeathed to James E. Spencer, $5 to Jane Porter, and all the rest, residue and remainder of' the estate was bequeathed to the widow, Nanny Spencer, and the-[636]*636elder son, John C. Spencer, to be equally divided between them. The estate was administered in accordance with the terms of this alleged will, and the executor was finally discharged from his said trust in 1894.

The validity of the will was not questioned by any one until James R. Spencer, having attained his majority, and within ■one year thereafter, filed his petition contesting the will, and, as appears from the amended petition on which the case was tried, limiting the contest to two grounds: (1) Lack of mental capacity; and (2) fraud, menace and undue influence of John 0. Spencer. The answer put in issue the facts stated in the petition, and alleged the due execution of the will. The case was tried to a jury, which returned findings to the effect (a) that James M. Spencer on the 22d day of September, 1891, did not have sufficient mental capacity to make a testamentary disposition of his property; (b) that he did not have sufficient physical strength to execute a will; (c) that he did not subscribe his name at the end of the instrument offered for probate; (d) that he did not acknowledge to the subscribing witnesses that his signature to the will was made by himself or by his authority; (e) that he did not declare to such witnesses that the instrument was his will; (f) that said witnesses did not sign their names to the instrument at the request of James M. Spencer; (g) that James M. Spencer was not on that day acting under duress, menace, fraud or undue influence of John C. Spencer. 'The court adopted these findings of the jury, and entered a decree setting aside the probate of the will, revoking the letters testamentary theretofore issued to John 0. Spencer, and ordered letters of administration to be issued upon said estate to Nanny 'Spencer.

1. The appellant contends that the court erred in holding the former proceedings void in toio, and maintains that the probate of the will and the final order of distribution may not, in any event, in this proceeding, be set aside, except in so far as the rights of the contesting heir are concerned. The probate •of wills and the settlement of estates are not governed by the [637]*637general law relating to actions, proceedings and judgments, but are, in the main, provided for by statute; and, in so far as the statute has spoken, its declarations are final. The doctrine of the indivisibility of judgments, discussed and considered in Wells v. Wells et al., 144 Mo. 198, 45 S. W. 1095, does not apply.

Section 2366 of the Code of Civil Procedure provides: “If no person, within one year after the probate of a will, contest, the same or the validity thereof, the probate of the will is conclusive; saving to infants and persons of unsound mind, a like-period of one year after their respective disabilities are removed.” The language of this statute is too plain to require-either interpretation or construction. If the heir voluntarily permitting the time allowed by law to contest a will to elapse without making any objection, can profit by a successful contest instituted by one -whose time has not elapsed, he accomplishes by indirection that which the law forbids him to do directly, and reopens a controversy which the statute says is concluded. As was said in Thompson v. Samson, 64 Cal. 330, 30 Pac. 980, in considering this identical question: “The result of sustaining this proposition is, of course, to hold that no purchaser at an executor’s sale, and no purchaser from any heir, legatee or devisee, made even after final distribrrtion, can ever be secure-in his purchase until the expiration of one year after every infant and person of unsound mind who may be interested in the-estate shall have been relieved of their respective disabilities.”

Our statute saves to persons not sni juris one year after the-removal of their disabilities within which to contest the probate-of a will. It also provides for the probate of a document purporting to be the will of a deceased person, for the hearing of the petition, the establishment of the will by proper proof, and the administration and final distribution to the persons entitled thereto. And such order and final distribution “is conclusive as to the rights of heirs, legatees or devisees, subject only to be-reversed, set aside or modified on appeal.” (Sections 2844, 3196, Code of Civil Procedure.) All these statutes must be construed together.

[638]*638Where there is a proper subject-matter, neither the order admitting a will to probate nor the order of final distribution is void, and neither can be contested or set aside except in the manner and within the time fixed by statute; nor can one against whom by'lapse of time these proceedings have become “conclusive” avail himself of proceedings instituted and carried to a successful conclusion by one against whom the limitation has not run.

Furthermore, an heir who has acquiesced in the settlement and final distribution of an estate in a certain manner is es-topped afterwards to call this settlement and distribution in ■question, and to compel the return of, or an accounting for, the property thus parted with by the executor or administrator in good faith, and with the acquiescence and sanction of the heir; and this principle would apply if there were no will at all. On the subject of estoppel, see Lilly v. Townsend, 110 Mich. 253, 68 N. W. 136.

Samson v. Samson, 64 Cal. 327, 30 Pac. 979, is based on a ■similar state of facts as that here presented, and involves the ■construction of Sections 1333 and 1666 of the California Oode •of Civil Procedure, which are substantially the same as Sections 2366 and 2844, respectively, of the Montana Code of Civil Procedure. The court in that case held that a decree annulling a will upon an application made, by a minor heir operates upon the interests of the applicant only. It does not act in favor of those heirs who have lost their right to contest the will by the lapse •of time. The decree of the district court in the Samson Gase was to the effect that the entire proceedings under the will were void. The supreme court ordered the case returned to the district court with instructions to modify the judgment in accordance with the views expressed in its opinion.

2. One of the grounds stated in the motion for a new trial was newly discovered evidence, and affidavits were filed in support of this contention.

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Cite This Page — Counsel Stack

Bluebook (online)
79 P. 320, 31 Mont. 631, 1905 Mont. LEXIS 225, Counsel Stack Legal Research, https://law.counselstack.com/opinion/spencer-v-spencer-mont-1905.