Strachan v. Nisbet

202 F.2d 216
CourtCourt of Appeals for the Seventh Circuit
DecidedMarch 23, 1953
Docket10699
StatusPublished
Cited by14 cases

This text of 202 F.2d 216 (Strachan v. Nisbet) is published on Counsel Stack Legal Research, covering Court of Appeals for the Seventh Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Strachan v. Nisbet, 202 F.2d 216 (7th Cir. 1953).

Opinion

FINNEGAN, Circuit Judge.

This appeal is from a judgment entered by the District Court on June 16, 1952, dismissing plaintiff’s suit to set aside a will and for other relief, for want of jurisdiction. Diversity of citizenship is claimed. On November 30, 1951, plaintiff, a citizen of Michigan, filed his complaint in the District Court against defendant, a citizen of Illinois, in her individual capacity and as executrix of the Estate of George M. Strachan, deceased, (1) to set aside the will of George M. Strachan; (2) to set aside a document purporting to be his last will, which was not probated; (3) to set aside certain contracts and changes of beneficiaries of insurance policies and pension funds; and (4) for an accounting between plaintiff and defendant individually, alleging all of said documents were executed by decedent through fraud and undue influence on the part of defendant.

Plaintiff further alleged that George M. Strachan died on January 11, 1951, leaving plaintiff and nineteen other heirs, naming them, seventeen of them citizens and residents of Michigan, one of Ohio and one of California, as his only heirs at law; that the will of said Strachan was admitted to probate in the Probate Court of Cook County, Illinois, on April 6, 1951; and that defendant was named executrix. In his original complaint filed within the nine month period, provided in the Illinois Probate Act of 1939, within which to file a bill to contest a will, plaintiff failed to mention any jurisdictional amount involved, as required by sec. 1332 of Title 28 U.S.C.A. None of the other heirs at law were made parties to the suit.

Defendant filed a motion to strike and dismiss the complaint because no jurisdictional amount was shown therein, and also for failure to make the other nineteen heirs parties to the suit, as required by sec. 91, art. 7, chap. 3, § 243, of Ill.Rev.Stat., 1951 ed. On April 4, 1952, while the motion to dismiss the original complaint was pending, and more than nine months after the will in question was admitted to probate, plaintiff filed his first amended complaint wherein he alleged that the other heirs at law were not willing to join as plaintiffs and that he was filing the first amended complaint on behalf of himself and the other heirs as a class, and that the amount in controversy was in’ excess of $3,000. The remaining allegations of the amended complaint were substantially the same as those in the original complaint.

In his first amended complaint, plaintiff alleges that “he sues herein for himself individually and as an heir of the said George M. Strachan and on behalf of and as the duly authorized representative of all the heirs of the said George M. Strach-an, deceased, and the cause of action herein set forth grew out of the same transaction or occurrence set forth or attempted to be set forth in the original complaint filed in this case. That the plaintiff herein and in the original complaint filed herein, sued on behalf of all the heirs of George M. Strachan on their expressed preference that he sue on their behalf rather than that they join as plaintiffs in the suit and because of the impossibility of bringing heirs not willing to join into the case by process.”

*218 Defendant filed a motion to dismiss the first amended complaint for want of jurisdiction, setting forth, among other grounds for the motion, the following:-

(1) “That plaintiff’s complaint is a suit brought under the statutes of the State of Illinois, giving heirs the right to contest the will of a testator within nine months from its admission to probate; that plaintiff had sought to make the other heirs parties plaintiff by representation after the nine month statutory period when their right to, file suit on their own behalf is lost, thereby seeking to circumvent the statutory prohibition on behalf of said heirs.

(2) “That the court is without jurisdiction under the statute of Illinois to entertain an action by the heirs of George M. Strachan sought to be made parties plaintiff by representation for the reason that said first amended complaint shows on its face that the action on behalf of said heirs is brought more than nine months after the will of George M. Strachan was admitted to probate.

(3) “That plaintiff, Stanley Strachan, cannot make the other heirs of George M. Strachan parties plaintiff by representation as a class in that -said amended complaint shows on its face they are not in the same class nor are their rights identical, with his; their right to contest the will of George M. Strachan having ceased ón the expiration of the nine month period allowed by the statute; and in that they are limited in number and should have been made parties to the suit; and in that the statute under which the contest is brought, specifically provides that they be made actual parties to the suit; and in that a will contest is not an equity suit where the doctrine of representation by class is permissible.

(4) “That by his first amended complaint, plaintiff’s action is in effect a new and different cause of action and comes after nine months from the date of the admission of the will to probate, therefore the court has no jurisdiction thereof.”

While this, motion was pending, plaintiff tendered to the court his second amended .complaint wherein for the first time the other heirs sought to join as co-plaintiffs and plaintiff asked leave to file the second amended complaint. The allegations in the second amended complaint are substantially the same as in the original and first amended complaints, except for the allegation that the net value of the estate of the decedent was $9,000. Defendant moved to dismiss the tendered second amended complaint because the court lacked jurisdiction. Neither the second amended complaint nor the motion to dismiss were actually filed in court. They were submitted to the court an'd plaintiff announced that he intended to stand on his second amended complaint. On June 16, 1952, the court heard the motions of both parties, denied plaintiff’s motion for leave to file his second amended complaint and dismissed the cause for want of jurisdiction. This appeal followed.

On August 19, 1952, the District Court ordered that plaintiff’s second amended complaint and defendant’s motion to strike and dismiss be included in the record.

In a suit filed in the District Court to contest a will on the grounds of diversity of citizenship, there must first be a compliance with sec. 1332, title 28 U.S. C.A. relating to diversity of citizenship and jurisdictional amount. After such compliance the District Court has the same jurisdiction under the state statute as does the state court in a similar action.

Under the doctrine of Erie R. R. Co. v. Tompkins, 304 U.S. 64, 58 S.Ct. 817, 82 L.Ed. 1188, a federal court exercising jurisdiction over a case grounded on diversity of citizenship must apply the pertinent State law. That jurisdiction is a limited jurisdiction as provided by the state statute. A proceeding to set aside a will admitted to probate in Illinois at the time this suit was filed was governed by the Probate Act of 1939, art. 7, chap. 3, Ill.Rev.Stats., 1951 ed. Sec. 242(90) of said Act provides in part:

“Right to Contest. Time. * * * “Within nine months after the ad.mission to probate of a domestic or foreign will in the probate court of

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Bluebook (online)
202 F.2d 216, Counsel Stack Legal Research, https://law.counselstack.com/opinion/strachan-v-nisbet-ca7-1953.