Wagy v. McKean

492 P.2d 914, 158 Mont. 413, 1972 Mont. LEXIS 486
CourtMontana Supreme Court
DecidedJanuary 11, 1972
DocketNo. 12091
StatusPublished
Cited by1 cases

This text of 492 P.2d 914 (Wagy v. McKean) 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
Wagy v. McKean, 492 P.2d 914, 158 Mont. 413, 1972 Mont. LEXIS 486 (Mo. 1972).

Opinion

MR. CHIEF JUSTICE JAMES T. HARRISON

delivered the Opinion of the Court.

This is an appeal from an order and decree determining heirship entered in the estate of Gertrude Brown, deceased, by the district court of Gallatin County.

Gertrude Brown died intestate in Bozeman, Montana on January 10, 1970, leaving an estate consisting of real and personal property, and at the time of her death she left no surviving husband, children, mother, father, brothers or sisters.

The deceased, however, had one sister who predeceased her. This sister had five children, three surviving and two predeceasing Gertrude Brown.

The claimants to the estate consist of the surviving niece and nephews of the decedent, and the surviving children of two deceased nephews of Gertrude Brown.

David C. Boulter, as an individual and as a member of a [415]*415-class, the children of deceased nephews and nieces, filed a petition for determination of heirship alleging among other things, that he and his class were heirs of the decedent, and as such were entitled to their statutory share in the distribution of the estate.

The appellant filed an affidavit of disqualification. This .affidavit was accepted by the district judge who had been earlier called in to preside, and another district judge was then called in.

An affidavit of disqualification, alleging the statutory grounds, was timely filed against the new judge by the appellant. The public administrator of Gallatin County, George W. McKean, in his capacity as appointed administrator and on behalf of the niece and nephews of the decedent, moved the ■court to strike and quash the affidavit and also moved for judgment on the pleadings.

Thereafter the matter was heard by the district court and subsequent to the argument by the parties the court granted the public administrator’s motion to strike and quash the affidavit of disqualification, and further granted the administrator’s motion for judgment on the pleadings ordering and decreeing that the sole heirs-at-law of Gertrude Brown, deceased, to be the niece and nephews of the deceased who would take to the exclusion of appellant and his class, the grandnieces and grandnephews of the decedent.

This appeal alleges error in failure of the district court judge to accept the affidavit of disqualification executed by David C. Boulter, a grandnephew of the decedent, and as such a member of a class who claimed, and still claims, to be an heir-at-law, and errors in the district court’s order and decree naming the sole heirs-at-law of the estate of Gertrude Brown to be Gretta G. Halleck, Dare B. Boulter and George Boulter, the surviving niece and nephews of the deceased.

Appellant’s first assignment of error has merit. Section 93-901, B.C.M.1947 provides as follows:

[416]*416“Any justice, judge, or justice of the peace must not sit or act as such in any action or proceeding:
# $ $ # $ * #
“4. When either party makes and files an affidavit as hereinafter provided, that he has reason to believe, and does believe, he cannot have a fair and impartial hearing or trial before a district judge by reason of the bias or prejudice of such judge. Such affidavit may be made by any party to an action, motion, or proceeding, personally, or by his attorney or agent, and shall be filed with the clerk of the district court in which the same may be pending. * * *”

The appellant, who had previously filed a petition for determination of heirship and subsequently a timely affidavit of disqualification, had met all the statutory requirements for effecting this disqualification and the district court erred in failing to honor the affidavit.

The basis for granting respondents’ motion to strike and quash was the district court’s conclusion of law that under the provision of section 91-403, R.C.M.1947, the niece and nephews of the decedent were her sole heirs at law; and therefore the contesting parties were not proper parties. This conclusion of the court was likewise erroneous.

An examination of section 91-403, R.C.M.1947, the law of succession and distribution, reveals that the legislature has constructed a comprehensive, natural and orderly scheme. Section 91-403, R.C.M.1947 states:

“Succession to and distribution of estates. When any person having title to any estate not limited by marriage contract dies without disposing of the estate by will, it is succeeded to and must be distributed, unless otherwise expressly provided by the laws of Montana, subject to the payment of his debts, in the following manner:
“1. If the decedent leaves a surviving husband or wife, only one (1) child, or the lawful issue of one (1) child, in equal shares to the surviving husband, or wife and child, or [417]*417issue of such child. If the decedent leaves a surviving husband or wife, and more than one (1) child living, or one (1) child living, and the lawful issue of one (1) or more deceased children, one-third (%) to the surviving husband or wife, and the remainder in equal shares to his children, and to the lawful issue of any deceased child, by right of representation; but if there be no child of the decedent living at his death, the remainder goes to all his lineal descendants; and if all the descendants are in the same degree of kindred to the decedent, they share equally, otherwise they take according to the right of representation. If the decedent leaves no surviving husband or wife, but leaves issue, the whole estate goes to such issue; and if such issue consists of more than one (1) child living, or one (1) child living, and the lawful issue of one (1) or more deceased children, then the estate goes in equal shares to the children living, or to the child living, and the issue of the deceased child or children by right of representation.
“2. If the decedent leaves no issue, the whole of the estate shall go to the surviving husband or wife. If the decedent leaves no issue, nor husband or wife, the estate must go to the father and mother in equal shares, or if either be dead then to the other.
“3. If there be neither issue, husband, wife, father, nor mother, then in equal shares to the brothers and sisters of the-decedent, and to the children or grandchildren of any deceased brother or sister, by right of representation.
“4. If the decedent leaves neither issue, husband, wife, father, mother, brother, nor sister, the estate goes to the next of kin, in equal degree, excepting that where there are two (2) or more collateral kindred, in equal degree, but claiming through different ancestors, those who claimed through the nearest ancestors must be preferred to those claiming through an ancestor more remote.
“5. If the decedent leaves several children, or one (1) child, [418]*418and the issue of one (1) or more children, and any such surviving child dies under age, and not having been married, all the estate that came to the deceased child by inheritance from such decedent descends in equal shares to the other children of the same parent, and to the issue of any such other children who are dead, by right of representation.
“6.

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Bluebook (online)
492 P.2d 914, 158 Mont. 413, 1972 Mont. LEXIS 486, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wagy-v-mckean-mont-1972.