Jadwiga Melton v. Heinz Alt
44768
| Idaho | Jan 4, 2018Background
- Heinz, son/stepson, alleged he loaned $102,574.50 to Hedy and Robert to build a home in exchange for reciprocal wills leaving their estates to him; only Hedy signed handwritten notes acknowledging the debt.
- Hedy died in 2008; her will was never probated. Robert remarried Jadwiga in 2010 and executed a new will; Robert died in 2013.
- Jadwiga opened a joint probate for both Hedy and Robert under Idaho Code §15-3-111 (permitting joinder where the first spouse’s estate was never probated and the survivor died later).
- Heinz filed a creditor claim for the debt after Robert’s death; Jadwiga disallowed the claim as untimely with respect to Hedy’s estate, arguing the claim was not presented within three years of Hedy’s death as required by Idaho Code §15-3-803.
- Magistrate court held Heinz’s claim against Hedy’s estate was time-barred; district court reversed, holding §15-3-111’s tolling of the probate limitation in §15-3-108 also tolled the §15-3-803 creditor claim deadline for the first spouse to die.
- Idaho Supreme Court reversed the district court: §15-3-111 unambiguously tolls only the probate-commencement rule in §15-3-108, not the creditor-claim deadline in §15-3-803; Heinz’s claim against Hedy’s estate is barred, but claims against Robert’s estate may proceed. No appellate fees or costs awarded.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether §15-3-111 extends/tolls the §15-3-803 creditor-claim deadline for the first spouse to die when estates are jointly probated. | Jadwiga: §15-3-111 does not mention §15-3-803; creditor claims are barred three years after the decedent’s death — Heinz’s claim against Hedy is untimely. | Heinz: §15-3-111 tolled time limits for joint probate proceedings (per the §15-3-108 amendment) and the probate code should be read as a whole to allow creditor claims within three years of the second spouse’s death. | Court: §15-3-111 is unambiguous and references only §15-3-108; it does not extend the §15-3-803 creditor deadline. Claim against Hedy’s estate is barred; claim against Robert’s estate survives. |
| Whether either party is entitled to attorney fees and costs on appeal. | Jadwiga sought fees/costs. | Heinz sought fees/costs. | No fees or costs awarded because there is no prevailing party (matter remanded on claims against Robert’s estate). |
Key Cases Cited
- Gracie, LLC v. Idaho State Tax Comm’n, 149 Idaho 570 (summary judgment standard and review)
- Castorena v. General Electric, 149 Idaho 609 (construction of disputed facts for summary judgment)
- State v. Schulz, 151 Idaho 863 (statutory interpretation begins with literal language)
- State v. Dunlap, 155 Idaho 345 (objective of statutory interpretation; words given ordinary meaning)
- Porter v. Board of Trustees, Preston School Dist. No. 201, 141 Idaho 11 (definition of statutory ambiguity)
- Saint Alphonsus Regional Med. Ctr. v. Gooding County, 159 Idaho 84 (courts reluctant to insert words into statutes)
- Burnight, 132 Idaho 654 (apply clear statutory language without construction)
