Achenbach v. Baker

101 P.2d 937, 151 Kan. 827, 1940 Kan. LEXIS 273
CourtSupreme Court of Kansas
DecidedMay 4, 1940
DocketNo. 34,554; No. 34,694; No. 34,695
StatusPublished
Cited by12 cases

This text of 101 P.2d 937 (Achenbach v. Baker) is published on Counsel Stack Legal Research, covering Supreme Court of Kansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Achenbach v. Baker, 101 P.2d 937, 151 Kan. 827, 1940 Kan. LEXIS 273 (kan 1940).

Opinion

The opinion of the court was delivered by

Hoch, J.:

This case originated as an action to construe a will, and particularly provisions creating a charitable trust. ■ It is here on five separate appeals, none of which, however, presents a question of construction. The principal substantive questions which the appeals seek to raise relate to the power of a district court, (a) to assume jurisdiction of a testamentary trust while administration of the decedent’s estate is still pending in the probate court; (6) to assume jurisdiction of the appointment and confirmation of the trustees of such a trust; (c) to refuse to confirm as a trustee one conditionally designated as such by the testator; (d) to remove a trustee designated by the testator and previously confirmed by the court; (e) having assumed jurisdiction of the testamentary trust, to take over also from the probate court all other administration of the estate consisting of matters incident to approval of the final report and account, and to the discharge of the executor. Also presented is a motion to dismiss all appeals on the principal grounds that appellants are without capacity to appeal or had consented to orders complained of or that the questions they seek to raise have become moot.

Jacob Achenbach, for many years a resident of Hardtner, Barber county, Kansas, died testate November 29, 1937, at the age of [829]*829ninety-one years. He left an estate valued at approximately $750,-000. On December 6, 1937, his will, executed on July 29, 1937, was filed for probate in the probate court of Barber county. The principal beneficiaries named were his two sons, August and Adolph Achenbach, and various relatives. A trust was created for the benefit of designated residuary devisees or legatees, and the will also provided for creation of a fund of $100,000 for the erection of “a public hospital building in the city of Hardtner, Kansas,” or in an adjoining section, of to be expended for “some similar charitable purpose.” Louis A. Baker, for many years a business associate of the testator, was named as executor in the will. Trustees were provided to administer the residuary estate and to carry out the provisions of the charitable trust.

The language of the will, designating trustees, reads as follows:

“I give, bequeath, and devise unto August Achenbach, Louis A. Baker, and Leonard Achenbach, and their successors in trust, to have and to hold the same in trust, upon the terms and conditions, for the uses and purposes and with the powers and duties following,” etc.

On October 26,1937, a codicil was executed increasing the charitable trust to $125,000, and making the following provision as to trustees:

“Knowing that the interests of August Achenbach and Leonard Achenbach as beneficiaries of the trust in paragraph twenty-third and paragraph twenty-sixth of my said will would in some instances conflict with their interest as trustees of said trust, I hereby appoint and constitute Gus Hadwiger and Robert L. Hadwiger or either or both of them as trustees in lieu of August Achenbach and Leonard Achenbach.”

After the executor had qualified and assumed his duties, various proceedings were had in the probate court, which need not be narrated. They included the filing of inventories, appraisals and accounts; approval of certain agreements of the parties and of the sale of personal properties, etc. The probate proceedings had thus been pending something over eight months when the instant action was commenced.

On August 16, 1938, Grace Achenbach, wife of Adolph Achenbach, a son of the testator, brought an action in the district court of Barber county for a construction of the will — particularly a construction of the purpose and intent of that portion relating to the charitable trust. The petition recited that the action was brought by her as “a resident, citizen, and taxpayer in the city of Hardtner,” and in behalf of herself and all other residents, citizens and tax[830]*830payers of Hardtner for the use and benefit of the city of Hardtner. Named as defendants were Gus Hadwiger and Robert L. Hadwiger, Oklahoma attorneys who, it is alleged, had drafted the will and who were named therein in connection with the trust, Baker, the executor and trustee designate, August and Adolph Achenbach, and other beneficiaries named in the will. Separate answers, replies and cross petitions were.filed.

On December 15, 1938, the executor filed his report and accounts for final settlement in the-probate court. Statutory notice of the hearing thereon was given, but on January 10, the date set for the hearing, the matter was indefinitely continued pending determination of the amount of estate and inheritance taxes to be paid.

On February 13, 1939, August Achenbach and the Hadwigers filed in the district court a motion to strike certain portions from the petition to construe the will, which motion was sustained in part and overruled in part.

On April 24, 1939, the attorney general of Kansas intervened in the- action in the district court after consent by the court to do so. His intervening petition was based on the allegation of a public interest growing out of a controversy relating to the “public charitable trust” created by the will. The prayer of his petition was as follows:

"Wherefore, your intervening petitioner prays the court for an order, judgment, and decree, construing and interpreting said paragraphs (relating to the charitable trust) according to their true purpose, intent, and meaning, as hereinbefore set forth; that this court take jurisdiction of said trust, require that the same be carried out according to the true construction and interpretation of said will creating said trust; approve the appointment of trustees as provided therefor in said will, or appoint others, in the event those named are disqualified, unable to serve, resign, or for any reason are unable to carry out said trust, or perform the duties therein required, and for costs, and all other equitable relief.”

On April 25, 1939, August Achenbach, the Hadwigers and the executor filed a reply to the intervening petition admitting that the attorney general was a proper and necessary party in the action as to the public charitable trust created by the will, but alleging that the terms of the will and codicil were plain, clear and concise, that there was no necessity for a judicial construction of the will, that they had not requested the filing of a petition for construction of the will, but had simply informed the attorney general of the pendency of the action and had “left it to the sound discretion of the attorney general of the state of Kansas of what action, if any, [831]*831he should take for the protection of the public interest in said charitable bequest.” The reply also alleged that all of the property of the decedent’s estate, including the entire trust fund, was under the exclusive jurisdiction of the probate court, that the estate was being regularly and properly administered in such court, and that under such circumstances the district court had no jurisdiction over the estate, of which the trust fund was a part. They asked that the intervening petition of the attorney general be dismissed.

On May 19, 1939, the attorney general filed another petition asking the district court to assume jurisdiction of the entire trust

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Miller v. Insurance Management Associates, Inc.
815 P.2d 89 (Supreme Court of Kansas, 1991)
In Re Estate of Brecklein
637 P.2d 444 (Court of Appeals of Kansas, 1981)
Massey v. St. Joseph Bank and Trust Co.
411 N.E.2d 751 (Indiana Court of Appeals, 1980)
Jennings v. Murdock
553 P.2d 846 (Supreme Court of Kansas, 1976)
Coleman v. United States
221 F. Supp. 39 (D. Kansas, 1963)
Estate of Osborn v. Mulliken
295 P.2d 615 (Supreme Court of Kansas, 1956)
Achenbach v. Baker
118 P.2d 584 (Supreme Court of Kansas, 1941)
Dickey Oil Co. v. Wakefield
111 P.2d 1113 (Supreme Court of Kansas, 1941)
Pedroja v. Pedroja
102 P.2d 1012 (Supreme Court of Kansas, 1940)

Cite This Page — Counsel Stack

Bluebook (online)
101 P.2d 937, 151 Kan. 827, 1940 Kan. LEXIS 273, Counsel Stack Legal Research, https://law.counselstack.com/opinion/achenbach-v-baker-kan-1940.