Legal Opinion

Holtz v. Diesz

Montana Supreme Court

Decided April 29, 2003No. 02-532PublishedCited by 8 opinions

1Opinion of the CourtJustice Cotter

¶1 JoAnn Holtz (JoAnn), longtime companion of the decedent, Michael Deisz (Michael), challenges the findings of fact, conclusions of law, and judgment of the District Court regarding the disposition of the decedent’s estate. We reverse.

ISSUES

¶2 JoAnn raises three issues on appeal. We conclude that our resolution of the following issues is determinative:

1. Did the deceased’s holographic will make a general, demonstrative, or specific devise to the petitioner?

2. If the devise was specific, was it rendered ineffective-adeemed-when the specific assets were sold and the proceeds placed in the bank?

2Cases cited10 opinions

  1. Carbon County v. Union Reserve Coal Co., Inc.Montana Supreme Court · 1995
  2. Daines v. KnightMontana Supreme Court · 1995
  3. In Re Irvine's EstateMontana Supreme Court · 1943
  4. Norwood v. Service Distributing, Inc.Montana Supreme Court · 2000
  5. Goss v. StaplesMontana Supreme Court · 1953

5 more not listed; retrieve them via the Exa API.

3Cited by8 opinions

  1. Beaver v. Montana Department of Natural Resources & ConservationMontana Supreme Court · 2003
  2. Ray v. MONTANA TECH OF UNIVER. OF MONTANAMontana Supreme Court · 2007
  3. In Re the Estate of SchreiberMontana Supreme Court · 2015
  4. Beaver v. Montana Department of Natural Resources & ConservationMontana Supreme Court · 2003
  5. Ecton v. EctonMontana Supreme Court · 2013

3 more not listed; retrieve them via the Exa API.

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