State Ex Rel. Matheny v. Probate Ct. of Mar. Co.

159 N.E.2d 128, 239 Ind. 518, 1959 Ind. LEXIS 189
CourtIndiana Supreme Court
DecidedJune 5, 1959
Docket29,763
StatusPublished
Cited by13 cases

This text of 159 N.E.2d 128 (State Ex Rel. Matheny v. Probate Ct. of Mar. Co.) is published on Counsel Stack Legal Research, covering Indiana 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. Matheny v. Probate Ct. of Mar. Co., 159 N.E.2d 128, 239 Ind. 518, 1959 Ind. LEXIS 189 (Ind. 1959).

Opinion

Jackson, J.

This case is here on a Petition for Writ of Prohibition seeking to prevent the Probate Court of Marion County, Indiana, and Joseph G. Wood, the Judge thereof, from proceeding further or exercising juris *520 diction in cause No. 5206 on the records of said court until the further order of this court, and that said Probate Court of Marion County, Indiana, and Joseph G. Wood, Judge thereof, show cause why the temporary writ of prohibition heretofore issued herein should not be made permanent.

To the Temporary Writ of Prohibition the respondents filed their reply, and on the issues thus formed this matter is now before us for determination.

The facts here in issue are summarized briefly as follows:

1. On December 29, 1956, Frank R. Smith was deceased.

2. On January 2, 1957, the will of the deceased was admitted to probate and Harry Matheny appointed executor and Margaret Leser appointed co-personal representative; bond was given and approved.

3. On January 4, 1957, first notice of administration in estate of decedent, Frank R. Smith, was given by publication.

4. On June 26, 1957, Margaret May (Smith) Griffin filed suit to contest the will of decedent, Frank R. Smith, but failed to make Winifred Matheny, who was one of the beneficiaries under the will, a party to the action.

5. On July 1,1957, first publication of notice to Harry Matheny and Harry Matheny, executor of the pretended last will and testament of Frank R. Smith, of complaint to contest will, was had in The Indianapolis Commercial.

6. On July 8, 1957, relators entered their special appearance “for questioning the jurisdiction of the Court.”

7. On December 10, 1957, the relators, Harry Matheny, individually and separately, as executor of the *521 last will and testament of Frank R. Smith, deceased, and Margaret Leser, individually and separately as co-personal representative of the estate of Frank R. Smith, with the pretended will annexed, filed Plea to Abate and Stay Action on the ground that the court was without jurisdiction in the will contest because of the failure to make Winifred Matheny a party to the action.

8. On January 20, 1958, the plaintiff in the will contest filed her motion in the Probate Court of Marion County, Indiana, to make Winifred Matheny a new party defendant.

9. On January 22, 1958, said court entered its order making Winifred Matheny a new party defendant, and an amended complaint was filed naming Winifred Matheny a defendant in such complaint, together with affidavit of non-residence of Winifred Matheny.

10. Thereafter on January 28, 1958, the plaintiff filed answer to relators’ Plea to Abate and Stay Action in four rhetorical paragraphs of denial.

On the same day said matter was submitted to the court for hearing on the Plea to Abate and Stay Action and the answer thereto. The court’s finding and judgment was for the plaintiff and against the relators that the action not abate.

11. On the 13th day of March, 1958, Harry Matheny, individually and separately, as executor of the will and estate of Frank R. Smith, deceased, and Margaret L. Leser, individually and separately, as co-personal representative of the will and estate of Frank R. Smith, deceased, filed their motion under Rule 2-35 of the Supreme Court of Indiana again contesting the jurisdiction of the court.

12. On March 19, 1958, defendant Winifred Matheny (only) entered a “Special appearance for the purpose *522 of questioning the jurisdiction of the court over the subject matter of the complaint and the person of the defendant.”

On the same day said defendant, Winifred Matheny, appearing specially, filed her motion under Rule 2-85 of the Supreme Court of Indiana also contesting the jurisdiction of the probate court.

13. On December 24, 1958, the court passed on the separate and several motions of the defendants under Rule 2-35 of the Supreme Court and overruled the same as to all defendants.

The issues raised in the lower court narrow to the following question: Can an order of court and the filing of an amended complaint to contest a will after éxpiration of the statutory time for filing such contest, bring an omitted necessary party defendant (a beneficiary under the will) into court so as to confer jurisdiction of the person and subject matter on the court?

In determining this question we must first look to the appropriate section of the statute authorizing plaintiff’s action which is Acts 1953, ch. 112, §717, p. 295, being §7-117, Burns’ 1953 Replacement, which reads as follows:

“Action to contest will or resist probate—Limitation—Complaint—Parties.—Any interested person may contest the validity of any will or resist the probate thereof, at any time within six (6) months after the same has been offered for probate, by filing in the court having jurisdiction of the probate of the decedent’s will his allegations in writing verified by affidavit, setting forth the unsoundness of mind of the testator, the undue execution of the will, that the same was executed under duress, or was obtained by fraud, or any other valid objection to its validity or the probate thereof; and the executor and all other persons beneficially interested therein shall be made defendants thereto.”

*523 Under Volume 1 of Henry’s Probate Law and Practice, (6th Edition), the author under §4, p. 229, in dealing with the time for contesting the will has this to say on page 231:

“Such action being purely a statutory proceeding, the requirements of the statute in this respect must be complied with. But where an action has been properly begun within the time limited, and an amended complaint making new parties is filed after the time limited has expired, the action must be deemed commenced against all the parties thereto from the time when the suit was originally instituted. The interest of the parties is held joint and inseparable, and as such proceeding is substantially one in rem, the court cannot take jurisdiction of the subject matter by fractions. So where a petition to contest a will is filed within the statutory period of limitations, although a part only of the persons interested are made parties thereto, the right of action is saved as to all who may ultimately be made parties to such action, notwithstanding the fact that some of them are not brought into the case until after the period of limitation has expired. Therefore, in such case, if the right of action is saved to one it is necessarily saved to all.”

In Floyd et al. v. Floyd et al. (1883), 90 Ind. 130, 132, 133, this court was required to construe a statute almost identical to Acts 1953, ch. 112, §717, p. 295, being §7-117, Burns’ 1953 Replacement, swpra, except for allowance of a three (3) year period of limitations. The Supreme Court set out the issue on page 132 as:

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Bluebook (online)
159 N.E.2d 128, 239 Ind. 518, 1959 Ind. LEXIS 189, Counsel Stack Legal Research, https://law.counselstack.com/opinion/state-ex-rel-matheny-v-probate-ct-of-mar-co-ind-1959.