Wunderlich v. Holt

283 P. 423, 86 Mont. 260, 1929 Mont. LEXIS 25
CourtMontana Supreme Court
DecidedDecember 27, 1929
DocketNo. 6,509.
StatusPublished
Cited by16 cases

This text of 283 P. 423 (Wunderlich v. Holt) 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
Wunderlich v. Holt, 283 P. 423, 86 Mont. 260, 1929 Mont. LEXIS 25 (Mo. 1929).

Opinions

*266 MR. JUSTICE ANGSTMAN

delivered the opinion of the court.

This is an action to establish a claim against the estate of Charles A. Wunderlich, deceased.

The complaint alleges that plaintiff during the months of March, April, May and August to December, inclusive, 1924, *267 and during the entire years 1925 and 1926, and from January to August, inclusive, 1927, at the request of Charles A. Wunderlich, rendered services for him in taking care of a ranch at Divide, and caring for W. F. Wunderlich, an invalid brother, for which Charles A. Wunderlich agreed to pay the reasonable value; that the services were worth $75 per month, no part of which has been paid, except the sum of $936, leaving a balance due of $2,089.25; that plaintiff paid the sum of $34.50 for the use and benefit of deceased. It is alleged that a claim was duly presented to the executrix within the time required by law, and by her rejected, save as to the sum of $34.25, which was allowed and approved. A copy of the claim was attached to the complaint, which, omitting the verification and other matters not material, was as follows:

“The undersigned, creditor of Charles A. Wunderlich, deceased, presents his claim against the estate of said deceased, with the necessary vouchers for approval, as follows, to-wit:

“Estate of Charles A. Wunderlich, Deceased, to L. G. Wunderlich, Dr.

1924.

Care of ranch at Divide, Montana, including care of invalid brother of deceased, March, April, May .'. $ 225.00
Same as above, August to December, inclusive, 5 months . 375.00
Same as above, January to December, inclusive, 12 months . 900.00
Same as above, January to December, inclusive, 12 months . 900.00
Same as above, January to August, inclusive, 8 months . 600.00
*268 Paid C. B. Hoskins & Co. Druggist, bill in full... 9.25
Paid Mary Shields, nurse for deceased. 5.00
Paid Rev. E. J. G-roeneveld for funeral services.. 20.00
$3,034.25”

The claim shows credits for hay sold by plaintiff amounting to $936, leaving a balance due of $2,098.25.

The answer admits the due presentation of the claim and its allowance in the sum of $34.25, and denies the other allegations of the complaint. By way of separate defense the answer alleges that decedent was the owner of 240 acres of land prior to his death, and that he provided a home on a portion thereof, consisting of eighty acres, for plaintiff and W. F. Wunderlich; that the other 160 acres were held by William H. Chadwick under an escrow agreement for its sale and conveyance entered into on September 19, 1916; that Chadwick, by virtue of said agreement, had possession thereof from September, 1916, until January, 1925, and that plaintiff did not work or occupy said land during that time; that only a small portion of the eighty acres occupied by plaintiff was tillable on which potatoes were raised through the joint efforts of the three brothers and Chadwick; that, after Chadwick removed from the land, it was leased to others on a crop basis; and that plaintiff did not perform any services for deceased in the operation thereof or otherwise.

The reply admits that Chadwick occupied the 160 acres as alleged, but alleges that plaintiff performed work thereon, such as repairing the fences and cleaning the ditches, and puts in issue the other allegations of the answer.

The cause was tried to the court sitting with a jury. Verdict and judgment were for the plaintiff. Defendant’s motion for a new trial was denied, and she appealed from the judgment.

Several specifications of error raise the question of the sufficiency of the claim upon which the action is founded. It is contended by defendant that the claim is not sufficiently definite and certain to form the basis of an action.

*269 Under onr statute, all claims against an estate arising upon contracts must be presented within the time required by law. (Sec. 10173, Rev. Codes 1921.) If not so presented, no action can be brought thereon. (Sec. 10180, Id.) A. claim need not state the facts with all the details necessary to a complaint. (Nevin-Frank Co. v. Hubert, 67 Mont. 50, 214 Pac. 959.) If the claim advises the administrator or executor of the nature and amount of the claim, and shows enough to bar another action on the same demand, it is sufficient. (Harwood v. Scott, 57 Mont. 83, 186 Pac. 693.)

By section 10Í74, Revised Codes 1921, it is provided: “The executor or administrator may also require satisfactory vouchers or proofs to be produced in support of the claim.” And section 10179, Id., provides: “When a claim is presented to a judge for Ms allowance, he may, in his discretion, examine the claimant and others on oath, and hear any legal evidence touching the validity of the claim.” If the executrix desired more information relative to the exact nature of the claim in question here, she should have demanded proofs to be produced before acting on the claim.

The purpose to be accomplished by our statutory provisions relating to the presentment of .claims against estates is to bring all claims to the knowledge of the executor or administrator so that proper inquiry and investigation may be made regarding their validity, with the view of enabling the executor or administrator to pass intelligently upon them.

In other jurisdictions, claims no more definite than the one here have been held sufficient. (Hurd v. Varney, (N. H.) 144 Atl. 266; Miller v. Summers, 124 Ark. 599, 187 S. W. 664; Fairley v. Currie, 120 Miss. 400, 82 South. 267; Gaulden v. Ramsey, 123 Miss. 1, 85 South. 109; Crampton v. Kirfel, 37 S. D. 292, 157 N. W. 1057; Hays v. Miller’s Estate, 189 Mo. App. 72, 173 S. W. 1096.)

The claim in question here was sufficient to accomplish the legislative purpose in requiring presentation of claims.

Defendant contends that the court erred in permitting plaintiff to give evidence, over objection, of direct trans *270 actions and oral communications between Mm and deceased, in proof of the agreement between the parties.

Prior to 1909 our statute contained the following prohibition: “The following persons cannot be witnesses: * * * 3. Parties or assignors of parties to an action or proceeding or persons in whose behalf an action or proceeding is prosecuted, against an executor or administrator, upon a claim or demand against the estate of a deceased person, as to any matter of fact occurring before the death of such deceased person.” (Sec. 7891, Rev. Codes 1907.)

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Bluebook (online)
283 P. 423, 86 Mont. 260, 1929 Mont. LEXIS 25, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wunderlich-v-holt-mont-1929.