Estates of Louisa and Swen Swanson Case Brief

Montana Supreme Court2008Docket #626073
2008 MT 224 344 Mont. 266 187 P.3d 631 2008 Mont. LEXIS 309 Property Civil Procedure Wills, Trusts, & Estates Criminal Law

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Case Brief Summary & Legal Analysis

3 min read

tl;dr: A mother who killed her children while severely mentally ill pled guilty to homicide. The court ruled her guilty plea was not conclusive proof she acted “feloniously and intentionally” under the slayer statute, allowing her a chance to inherit from their estates.

Legal Significance: A guilty plea in a criminal case does not, under collateral estoppel principles, conclusively establish the “felonious and intentional” mental state required to disinherit a killer under a state’s slayer statute, necessitating a separate civil determination.

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Case Facts & Court Holding

Key Facts & Case Background

Jeanette Swanson, suffering from a severe schizoaffective disorder, shot and killed her two children. She believed she was protecting them from imminent harm by sending them to heaven. She pled guilty to two counts of deliberate homicide. At sentencing, the state acknowledged her mental illness, and she was committed to a state hospital for life rather than imprisoned. The children’s father, Gene Swanson, as personal representative of their estates, petitioned the probate court to forfeit Jeanette’s inheritance rights under Montana’s slayer statute, § 72-2-813, MCA. The statute bars inheritance by one who “feloniously and intentionally kills” the decedent. The district court granted the petition, finding that Jeanette’s guilty plea conclusively established that she had acted “feloniously and intentionally,” thereby forfeiting her inheritance rights as a matter of law. Jeanette appealed, arguing the plea was not conclusive and that her mental state should be considered in the civil proceeding.

Court Holding & Legal Precedent

Issue: Does a defendant’s guilty plea to deliberate homicide in a criminal proceeding conclusively establish that the killing was “feloniously and intentionally” committed for the purpose of applying Montana’s slayer statute to bar inheritance in a subsequent civil probate case?

No. A guilty plea does not conclusively establish that a killing was Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in repreh

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Legal Issue

Does a defendant’s guilty plea to deliberate homicide in a criminal proceeding conclusively establish that the killing was “feloniously and intentionally” committed for the purpose of applying Montana’s slayer statute to bar inheritance in a subsequent civil probate case?

Conclusion

This case establishes that under the Uniform Probate Code's slayer statute, a Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut ali

Legal Rule

Under Montana's slayer statute, § 72-2-813, MCA, a guilty plea in a Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sun

Legal Analysis

The Montana Supreme Court determined that the district court erred by giving Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deseru

Flash-to-Full Case Opinions

Flash Summary

  • A guilty plea to homicide does not automatically bar a person
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui of

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