In Re Monaghan's Est., 227 P.2d 227 (Ariz. 1951). · Go Syfert
In Re Monaghan's Est., 227 P.2d 227 (Ariz. 1951). Cases Citing This Book View Copy Cite
80 citation events (14 in the last 25 years) across 5 distinct courts.
Strongest positive: Whiles v. Jones (arizctapp, 2021-08-05)
Treatment trajectory · 1951 → 2026 · click a year to view as-of
1951 1988 2026
Top citers, strongest first. 15 distinct citers. How cited ↗
discussed Cited as authority (rule) Whiles v. Jones
Ariz. Ct. App. · 2021 · confidence medium
Nor does the law of the case doctrine apply to matters “expressly reserved” or to decisions that are “ambiguous and uncertain.” In re Monaghan’s Estate, 71 Ariz. 334, 336 (1951). ¶9 This court’s 2019 decision (rendered by a different panel) addressed a discrete dispute: “whether [the] settlement agreement entered 4 WHILES, et al. v. JONES, et al.
discussed Cited as authority (rule) Vera v. Shinn
D. Ariz. · 2021 · confidence medium
Ariz. 2015) (internal citation omitted). 13 Arizona’s stare decisis doctrine bars reconsideration when “the facts and issues are 14 substantially the same as those on which the first decision rested.” In re Monaghan's Est., 15 227 P.2d 227, 228 (Ariz. 1951). 16 In this case, as stated above, Petitioner’s Eighth Amendment Claim has a different 17 factual and legal basis from the claim adjudicated by the Arizona state courts in 2013-2014. 18 See Vera, 334 P.3d at 760 (deciding whether “the trial court exercised discretion, consistent 19 with Miller . . . ,” in sentencing Petitioner, …
cited Cited as authority (rule) Taraska v. Taraska
Ariz. Ct. App. · 2019 · confidence medium
State v. King, 180 Ariz. 268, 278 (1994) (quoting In re Monaghan’s Estate, 71 Ariz. 334, 336 (1951)).
discussed Cited as authority (rule) State v. Bocharski
Ariz. · 2008 · confidence medium
The “law of the case” is *490 State v. King, 180 Ariz. 268, 278 , 883 P.2d 1024, 1034 (1994) (quoting In re Monaghan’s Estate, 71 Ariz. 334, 336 , 227 P.2d 227, 228 (1951)). *489 a rule of general application that the decision of an appellate court in a case is the law of that case on the points presented throughout all the subsequent proceedings in the case in both the trial and the appellate courts, and no question necessarily involved and decided on that appeal will be considered on a second appeal or writ of error in the same case, provided the facts and issues are substantially the …
cited Cited as authority (rule) In Re the Commitment of Conn
Ariz. Ct. App. · 2004 · confidence medium
See King; In re Monaghan’s Estate, 71 Ariz. 334, 336 , 227 P.2d 227, 228 (1951).
cited Cited as authority (rule) Commitment of Jerry Michael Conn
Ariz. Ct. App. · 2004 · confidence medium
See King ; In re Monaghan’s Estate, 71 Ariz. 334, 336 , 227 P.2d 227, 228 (1951).
discussed Cited as authority (rule) Davis v. Davis (2×)
Ariz. Ct. App. · 1999 · confidence medium
It reflects the need for “an end to litigation and a final decision that parties can rely on.” Monaghan’s Estate, 71 Ariz. 334, 336 , 227 P.2d 227, 228 (1951). ¶ 14 “Law of the case” is recognized to be a rule of procedure rather than substance, meaning that it does not deprive a judge of the power to change his or her own nonfinal rulings or the nonfinal rulings of another judge of that same court sitting on the same case simply because the question was ruled on at an earlier stage.
discussed Cited as authority (rule) Samaritan Health System v. Caldwell
Ariz. Ct. App. · 1998 · confidence medium
(Citation omitted.) Again, in In re Monaghan’s Estate, 71 Ariz. 334, 337 , 227 P.2d 227, 229 (1951), the court stated that the survivor takes one-half of the community property in her own right as owner and not as heir but that the property is subject to the community debts.
discussed Cited as authority (rule) State v. King (2×)
Ariz. · 1994 · confidence medium
Monaghan's Estate, 71 Ariz. 334, 336 , 227 P.2d 227, 228 (1951) (citations omitted); see also 5 Am.Jur.2d Appeal and Error § 744 (1962); Annotation, Erroneous Decision as Law of the Case on Subsequent Appellate Review, 87 A.L.R.2d 271 , 275 (1963).
discussed Cited as authority (rule) Mobbs v. City of Lehigh (2×)
Okla. · 1982 · confidence medium
Bldg. & Loan Assn., 22 Cal.2d 474 , 139 P.2d 321, 325 [Cal.1943]; In re Monaghan’s Estate, 71 Ariz. 334 , 227 P.2d 227, 228 [1951], An issue raised, but not reached by the reviewing court, does not fall within the purview of this rule.
discussed Cited as authority (rule) Linsenmeyer v. Hancock
Ariz. Ct. App. · 1975 · confidence medium
“It [law of the case] is a rule of general application that the decision of an appellate court in a case is the law of that case on the points presented throughout all the subsequent proceedings in the ease in both the trial and the appellate courts, and no question necessarily involved and decided on that appeal will be considered on a second appeal . . . in the same case, provided the facts and issues are substantially the same . . . .” Commercial Credit Co. v. Street, 37 Ariz. 204 , 291 P. 1003 quoted in In Re Monaghan’s Estate, 71 Ariz. 334, 336 , 227 P.2d 227, 228 (1951).
discussed Cited "see" State of Arizona v. James Darrell Johnson (2×)
Ariz. Ct. App. · 2012 · signal: see · confidence high
See State v. King, 180 Ariz. 268, 278 , 883 P.2d 1024, 1034 (1994) (under law of case doctrine, “‘no question necessarily involved and decided on . . . appeal will be considered on a second appeal . . . in the same case, provided the facts and issues are substantially the same as those on which the first decision rested’”), quoting In re Monaghan’s Estate, 71 Ariz. 334 , 336, 227 P.2d 227 , 228 (1951).
discussed Cited "see" State v. Johnson (2×)
Ariz. Ct. App. · 2012 · signal: see · confidence high
See State v. King, 180 Ariz. 268, 278 , 883 P.2d 1024, 1034 (1994) (under law of case doctrine, “ ‘no question necessarily involved and decided on ... appeal will be considered on a second appeal ... in the same case, provided the facts and issues are substantially the same as those on which the first decision rested’ ”), quoting In re Monaghan’s Estate, 71 Ariz. 334 , 336, 227 P.2d 227 , 228 (1951).
discussed Cited "see" Dancing Sunshines Lounge v. Industrial Commission (2×)
Ariz. · 1986 · signal: see · confidence high
See In Re Monaghan’s Estate, 71 Ariz. 334 , 227 P.2d 227 (1951); 5 Am.Jur.2d Appeal and Error § 754 (1962).
discussed Cited "see" State v. Reynolds (2×)
Ariz. Ct. App. · 1979 · signal: see · confidence high
See In re Monaghan's Estate, 71 Ariz. 334 , 227 P.2d 227 (1951).
Retrieving the full opinion text from the archive…
In re MONAGHAN'S ESTATE. MONAGHAN
v.
KENNERDELL.
5098, 5099.
Arizona Supreme Court.
Jan 19, 1951.
227 P.2d 227
Per Curiam.
Cited by 31 opinions  |  Published

[*335] H.S. McCluskey, of Phoenix, for appellant.

Wallace W. Clark, of Phoenix, for apellee.

PER CURIAM.

On July 15, 1950, this court handed down the second of two opinions in the above entitled matter. The first opinion, In re Monaghan's Estate is reported in 65 Ariz. 9, 173 P.2d 107; the second, in 70 Ariz. 349, 220 P.2d 726. Subsequent to the second opinion appellant filed this motion for rehearing. It is now contended that the second opinion should be set aside on two grounds: (1) that it violates the rule of "law of the case" as laid down in the first opinion; and (2) that the second opinion when compared with the first leaves the law in an ambiguous and uncertain state.

We consider primarily the first objection and, if it is well taken, the court need go no further. What is meant by the[*336] phrase "law of the case?" The court first discussed it in Snyder v. Pima County, 6 Ariz. 41, 53 P. 6, in the following language: "* * * Even though we should now be convinced that this court had made a mistake in its former judgment, directing the district court to overrule the demurrer and proceed to trial, yet that judgment is the law in this case. Its construction is more than stare decisis. It becomes res adjudicata. While this court may reserve to itself the right to reverse that decision as it may be applied to another case, yet it is well settled that a judgment of an appellate court in a case becomes the law of that particular case, and is not subject to review thereafter on second appeal. (Citing cases.) * * *"

The same rule is stated in Commercial Credit Co. v. Street, 37 Ariz. 204, 291 P. 1003, 1004, quoting 4 C.J., Sec. 3075, p. 1093: "`It is a rule of general application that the decision of an appellate court in a case is the law of that case on the points presented throughout all the subsequent proceedings in the case in both the trial and the appellate courts, and no question necessarily involved and decided on that appeal will be considered on a second appeal or writ of error in the same case, provided the facts and issues are substantially the same as those on which the first decision rested, and, according to some authorities, provided the decision is on the merits. This doctrine is not one whose extension is looked upon with favor, and it is adhered to in the single case in which it arises and is not carried into other cases as a precedent.'" See, also, 5 C.J.S., Appeal and Error, § 1821.

There are many other cases in Arizona upholding the same rule. On the other hand some states follow the rule that when the appellate court on the second appeal is convinced the first decision is erroneous the "law of the case" rule is not inflexible. And where the court expressly reserves its decision on any point raised in the first appeal it is not conclusive as to those matters reserved. Welton v. Cook, 61 Cal. 481. Nor is it conclusive on points where the first decision is ambiguous and conflicting. Gage v. Downey, 94 Cal. 241, 29 P. 635; Moore v. Barclay, 23 Ala. 739, 3 Am.Jur., Appeal and Error, Sec. 989.

It will be seen that two important principles are in conflict. The first is that a judgment clearly erroneous should not stand. The other is that at some time there must be an end to litigation and a final decision that parties can rely on. The reason for this latter principle is discussed in McGovern v. Kraus, 200 Wis. 64, 227 N.W. 300, 67 A.L.R. 1381. After a careful consideration of the matter we are of the opinion that in the long run better results will be obtained by upholding the rule, so long the law of Arizona, that, except on matters not expressly reserved or when the previous decision is ambiguous and uncertain, the court should continue to follow its many[*337] decision applying the rule of law of the case as res judicata.

We are of the opinion that the first decision In re Monaghan's Estate, supra, is subject to both exceptions: first, as having at least one of the most important questions involved in the instant appeal expressly reserved in that case; and, second as being in many points ambiguous and uncertain. We therefore consider the legal points involved anew.

There were in substance three questions raised by the second appeal and determined by the court in its opinion. They concerned various items of expense which were approved by the trial court and the questions involved whether these items should be charged prorate against the separate interests of decedent and of the surviving spouse in the entire community estate, or whether they should be charged entirely against the interest of the deceased.

As to all but one of these items, appellant is in no position to complain for the decision thereon, whether right or wrong, was in her favor. Thus, the only remaining item involved raises a question pertaining to the administrator's commission and the attorney fees, incurred partly at least, in the collection of community assets or in the protection and preservation of the community estate.

Appellant claims that if the court's second opinion stands there will be hopeless conflict existing in the law. We therefore restate the following principles, which have long been approved by this court, for the purpose of clarifying the situation.

(1) The survivor of a marital community takes one-half of the community property in his own right as owner and not as an heir. La Tourette v. La Tourette, 15 Ariz. 200, 137 P. 426.

(2) The property is subject nevertheless to the community debts. Section 39-109, A.C.A. 1939.

(3) If there are no community debts probate of the interest of the survivor is not necessary. In re Estate of Wilson, 19 Ariz. 205, 168 P. 503. See also Nowland v. Vinyard, 43 Ariz. 27, 29 P.2d 139, 140.

(4) Where the estate of decedent only is probated, the entire cost of probating such estate must be borne by his share of the community. Nowland v. Vinyard, supra.

(5) If, however, there are community debts the entire community estate should be probated and the cost of probating same should be borne by the whole community estate.

Counsel for appellant insists that Sec. 38-1201, A.C.A. 1939, is controlling on this latter point and that irrespective of whether or not the whole community is probated, the estate of the decedent alone should bear such expense. We do not feel that such a position is tenable inasmuch as Sec. 38-1201 deals primarily with sales in probate and is a part of Art. 12 pertaining to "Sales and[*338] Conveyances by Personal Representative." Furthermore, that section specifically provides that the estate of decedent is chargeable with the expenses of administration "except as otherwise provided by law". Since Sec. 38-1402 does make such other provision, we think it is controlling. The latter section deals not with sales, as does Sec. 38-1201, but with expenses of administration, the point under consideration. The question was before this court in Nowland v. Vinyard, supra, and the following language was used by the court: "If, however, there are community debts, the most convenient, speedy, and practical method of clearing the estate is to confer on the personal representative of the decedent the administrative right and power, subject to the directions of the probate court, to collect its assets and pay its debts. This is what we think the Legislature intended should be done. The expenses of administering the community property should, then, be borne by the whole community. Any charges against the community not authorized as expenses, or any claim not a community debt or obligation, should not be paid out of the community funds." Secs. 38-1402 and 38-1404, A.C.A. 1939.

(6) Any costs not for the benefit of the whole community estate should not be paid by it, but by the estate it benefits.

Applying these principles to the facts as shown by the record it appears that there were community debts and that the whole community estate was properly probated. Since the only item of expense questioned by the appellant and decided against her was clearly the cost of administering the whole community estate, the decision of the court on this item was correct.

We adhere to the disposition heretofore made of the matters raised on this appeal.

UDALL, C.J., STANFORD, DE CONCINI, and LA PRADE, JJ., and GORDON FARLEY, Superior Judge, concur.