State ex rel. Beumee v. District Court

443 P.2d 486, 151 Mont. 366, 1968 Mont. LEXIS 323
CourtMontana Supreme Court
DecidedJuly 15, 1968
DocketNo. 11497
StatusPublished

This text of 443 P.2d 486 (State ex rel. Beumee v. District Court) 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
State ex rel. Beumee v. District Court, 443 P.2d 486, 151 Mont. 366, 1968 Mont. LEXIS 323 (Mo. 1968).

Opinion

MB. JUSTICES CASTLES

delivered the Opinion of the Court.

This is an original proceeding seeking a writ of supervisory control over the district court to vacate orders, judgment and decree in certain district court cases in Powder Biver County as well as for other relief that will hereinafter appear.

We issued an order to show cause ex parte. Following a return, answer, briefs, and oral arguments, on June 24, 1968, we issued our order as follows:

“In this original proceeding by a Guardian Ad Litem against the District Court seeking a Writ of Supervisory Control to vacate orders and judgment; and also to direct the District Court to order the trustee-guardian of a minor and an estate held in trust to execute a certain oil and gas lease or, in the alternative on Order to Show Cause, joining certain other respondents.
“Answer was filed, the original Court files in Causes No. 860, 765 and 1199 of the Sixteenth Judicial District, in and for Powder Biver County were submitted as well as a transcript of hearing and certain depositions. Briefs were filed and oral argument was had.
“Now, after fully considering the entire record and the law applicable, and because of the importance of an early disposition, we OBDEB as follows:
“1. The application for a Writ of Supervisory Control is denied,
“2. Our previous order of May 21, 1968, staying further activity is terminated and the action dismissed.
“ An opinion will follow. ’ ’

This is the opinion.

The relator, Beumee, is the guardian ad litem of one Bobby Bay. Tanner, a minor. .The minor through his guardiaii ad [368]*368litem filed suit in Powder River County in cause No. 1199 against Ben Heidel, his, the minor’s, general guardian of the estate and person of said minor. Also included as defendants were Samuel Gary and Sinclair Oil and Gas Company. The guardian ad litem’s suit against the general guardian is further complicated by the declaration, subsequent to the initiation of the suit by the minor now nearing majority (four months), that the general guardian’s actions should be approvéd.

Three causes in the district court are involved here. Probate Cause No. 765 is the probate of the will of Shirl Tanner. Probate Cause No. 860 is the guardianship of the minor, Bobby Ray Tanner. Civil Cause No. 1199 is the suit mentioned above, the guardian ad litem against the general guardian.

Shirl. Tanner, a resident of South Dakota, during his lifetime, owned a ranch, among other things, in Powder River County, Montana, containing some 1,914 acres of deeded land. In his will probated in Cause No. 765, the ranch was devised to the widow, Viola Tanner, in trust for her use with full authority to manage; it directed the trustee to transfer the ranch to son Bobby upon his reaching majority. Shirl Tanner died February 15, 1962. His will was probated in South Dakota, and then as a foreign will in Montana. His widow, Viola, was execturix. She was killed in a car accident in March 1963. The will of Shirl Tanner did not provide for a successor trustee, and none was appointed as such.

The Montana attorney for the estate petitioned for letters of administration with will annexed, there being no relative or heirs in Montana. Interestingly, the appraised value of the entire ranch was $15 per acre, including leased land, for a total of $45,300. On September 16, 1963, letters of administration with the will annexed were issued. Inheritance taxes were computed. Then appears a guardian of the person of the minor, Bobby Ray Tanner, in Idaho who was allowed expenses by the Montana court. In December of 1963, and April [369]*3691964, the administrator with the will annexed received $3,534.57 as oil lease and grazing rentals. Prior to completion of the probate, the Montana administrator with will annexed, Bruce M. Shelden, died August 6, 1965.

Another Montana attorney, Robert J. Brooks, then was appointed administrator with will annexed. He made a final account and petitioned for distribution. In this account, filed July 28, 1967, the administraor with will annexed reported having received the real property of the ranch as well as grazing lease payments and oil lease payments. These funds were reported and used to pay costs of administrative, real estate taxes, and expenses of the minor, Bobby Ray Tanner.

On September 19, 1967, a decree of distribution was entered, one of the terms of which was a clause distributing the real property to Ben Heidel, as trustee and guardian for the minor, Bobby.

During the pendency of the probate of the Shirl Tanner will, and in separate proceedings denominated “In the Matter of the Estate and Guardianship of Bobby Ray Tanner”, Cause No 860, an order was made appointing Ben Heidel as guardian of the person and estate of Bobby, the minor. This was on August 22, 1966.

In October 1966, the guardian, Heidel, petitioned the court for approval of an oil and gas lease for ten years at $1 per acre per year, for a total of $1,914.47 per year, plus % royalty. Notice was published, appraisers appointed; and on February 10, 1967, an order was made approving the lease to Samuel Gary. This all in probate No. 860. At this time the minor was an inmate of the South Dakota penitentiary.

In June 1967, oil was discovered in the Bell Creek, field. Since the discovery, indicative of the fabulaus growth of the field Samuel Gary has drilled over 100 wells, over 95 percent being producers. Needless to say, the interest in oil leases increased.

In September 1967, it was discovered that 120 acres of the [370]*370Tanner property in a different township and range was still not.leased for oil and gas exploration. In September, Heidel, as guardian of Bobby Tanner, filed a petition for an order authorizing him to lease the 120 acres. This was in probate No. 860.

On October 23, 1967, in probate No. 765, Heidel was appointed trustee, as successor trustee of Viola Tanner, the widow of. Shirl Tanner, who became deceased in March, 1963. As related before, there were succeeding administrators with will annexed and guardians of the person and estate of Bobby Tanner, the minor; but technically no successor trustee, named as such, had been sought or appointed. We note, however, as previously stated, that Heidel had the appelation of trustee as well as guardian in the order distributing the estate.

On October 24, 1967, in probate No. 765, Heidel, as successor trustee, obtained an order authorizing him to lease the 120 acres mentioned above in probate No. 860. At about the same time a guardian ad litem, a Mr. Pemberton, was appointed to represent the minor. Both Pemberton, the guardian ad litem, and the minor, Bobby Tanner, signed consents for the lease. At an auction the 120 acre lease brought a bonus payment of $178,000. The lease was approved by the court. Although this 120 acre lease is not involved in the present ease, the facts concerning it add to the drama of what came next. The auction was held October 27, 1967. On this 120 acre lease auctioned separately, 3 wells were drilled. Two of them were dry wells and abandoned. The third well produced 20 to 25 barrels per day, barely commercial. We mention this in passing to highlight what we later refer to as risk involved.

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Bluebook (online)
443 P.2d 486, 151 Mont. 366, 1968 Mont. LEXIS 323, Counsel Stack Legal Research, https://law.counselstack.com/opinion/state-ex-rel-beumee-v-district-court-mont-1968.