Hartman v. Haeffele

18 N.W.2d 228, 145 Neb. 809, 1945 Neb. LEXIS 48
CourtNebraska Supreme Court
DecidedMarch 30, 1945
DocketNo. 31914
StatusPublished
Cited by6 cases

This text of 18 N.W.2d 228 (Hartman v. Haeffele) is published on Counsel Stack Legal Research, covering Nebraska Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hartman v. Haeffele, 18 N.W.2d 228, 145 Neb. 809, 1945 Neb. LEXIS 48 (Neb. 1945).

Opinion

Wenke, J.

This is a controversy over the appointment of an executor to administer upon the estate' of Ida Haeffele, deceased. In her probated will William Haeffele, a son of the testatrix, was nominated as executor. Objections were filed to his appointment, by Clara Hartman, Mary Hartman, Henry Hartman and Edna Eickhoff, devisees and legatees under the will of deceased, on the ground that the nominee’s personal interests conflict with and are antagonistic to his duties as executor and will prevent an impartial performance of the duties of said office. The county court of Richardson county sustained the objections and appointed Archibald J. Weaver as administrator with the will annexed. Appeal therefrom was taken to the district court.

Upon appeal the nominee, William Haeffele, was found to be qualified and -the objections to his appointment were overruled, and he was appointed executor. The appointment of Archibald J. Weaver as administrator with the will annexed was set aside. From this order the objectors have appealed to this court.

Did the trial court err in appointing the nominee as executor of the estate, he being willing to accept the trust and give bond as required by law?

The record discloses that Henry Haeffele, husband of Ida Haeffele, died testate on June 11, 1934, seized of the east half of. the northwest quarter of section 14, township 1 north, range 17, in Richardson county and the east half of lots 20-21-22-23-24, block 88, Hutchings and Maust addition to Falls City, Richardson county, which passed under the following provisions of his will: “I give, devise and bequeath to my beloved Wife, Ida Haeffele all of the Real Estate and personal property of whatsoever nature and kind and wheresoever situate, to be hers absolutely, to do with [811]*811as she may think best and proper. After the death of my said wife I desire that the remainder of my property shall be divided in equal shares between my son William Haeffele and my daughters, Clara Hartman and Mary Hartman, with this exception, that my son William shall have $1000.00 .more than my said daughters, from said remainder.”

In the will of Ida Haeffele, deceased, she disposes of whatever interests she has in this real estate as follows:

“I devise my real estate consisting of the following property: The farm located in ‘Jefferson Precinct’ described as ‘The of the N.W./4 of Section 14, Township 1, North of Range 17, of the 6 Principal M. The lots located on West 15th Street, Falls City, Nebraska, described as ‘The Ei/j of Lots 20-21-22-23-24 block 88, Hutchings and Maust Addition. My home located at 312 East 18th Street, between Lane and Morton Streets, in Falls City, Nebraska.
“The above real estate is to be divided as follows:
“William Haeffele, my son one third (1/3)
“Mary Hartman my daughter one third (1/3)
“Henry Hartman my grandson one sixth (1/6)
“Edna Eichoff my granddaughter one sixth (1/6)”

In the county court the nominee, after conferring with his counsel, gave the opinion that Ida Haeffele had only a life estate in this property, although the record does not disclose he has ever taken any action to assert that position.

From an examination of the provisions of these two wills it can readily be seen that the rights of the nominee and also of the estate of Ida Haeffele would be different, depending on whether she took the property from her husband in fee or otherwise.

With reference to the appointment of executors, our statute, section 30-302, R. S. 1943, provides: “When a will shall have been duly proved and allowed, the county court shall issue letters testamentary thereon to the person named executor therein, if he is legally competent, and he shall accept the trust and give bond as required by law.”

In construing a like statute the supreme court of Minnesota in In re Estate of Betts, 185 Minn. 627, 240 N. W. 904, [812]*812held: “The authorities appear to support appellant’s contention that when the will is allowed the court must appoint the executor named in the will if legally competent. Kidd v. Bates, 120 Ala. 79, 23 So. 735, 41 L. R. A. 154, 74 A. S. R. 17; In re Estate of Bauquier, 88 Cal. 302, 26 P. 178, 532; Clark v. Patterson, 214 Ill. 533, 73 N. E. 806, 105 A. S. R. 127; Garitee v. Bond, 102 Md. 379, 62 A. 631; Breen v. Kehoe, 142 Mich. 58, 105 N. W. 28, 1 L. R. A. (N. S.) 349, 113 A. S. R. 558; Bujac v. Wilson, 27 N. M. 337, 201 P. 1051, 18 A. L. R. 575; In re Bergdorf's Will, 206 N. Y. 309, 99 N. E. 714; Hartnett v. Wandell, 60 N. Y. 346, 19 Am. R. 194; Saxe v. Saxe, 119 Wis. 557, 97 N. W. 187; * * * . The statutes in Illinois, Michigan, and Wisconsin are almost word for word like section 8768 above quoted. * * * We deem said section 8768 mandatory. It is not necessary to refer to the reasons, since they are so well set forth in the decisions cited.” The rule is stated in 95 A. L. R. 828, as follows: “The rule is well settled that ordinarily courts ha,ve no discretion in respect to the issue of letters to the persons nominated in the will, unless such persons are expressly disqualified or such discretion is created by statute; and that the person appointed by the will cannot be rejected by the court except where the law expressly so provides.”

Our only statutory disqualification is section 30-308, R. S. 1943, as to nominees under age but that is not applicable here.

In the case of In re Estate of Blochowitz, 124 Neb. 110, 245 N. W. 440, we defined the term “legally competent” within the statute as follows: “The lawmakers did not define the term ‘legally competent,’ but left the interpretation thereof to the courts. In a judicial proceeding an executor of a probated will is not only an officer of the court but is a trustee for the persons entitled to share decedent’s estate. The legislature recognized the relation of trustee and beneficiary by providing that letters testamentary shall be issued to the person named executor in the will, ‘if he is legally competent, and he shall accept the trust and give bond as required by law? In the sense used by the lawmakers, [813]*813the term ‘legally competent’ means fit or qualified to act as officer of the court and as trustee in administering upon the estate of testator according to judicial standards essential to the proper course of justice in the judicial department of government.”

Under our laws a person has the right to dispose of his property as he chooses, subject only to such limitations as are expressly declared by law, and the nomination of such parties as he chooses to act as executor or executors to carry out such provisions after he has gone and, under the provisions of section 30-302, R. S. 1943, the court is under mandatory duty to appoint the person or persons named by the deceased as executor or executors of his estate when the will is proved and allowed to probate, unless such person or persons named are expressly disqualified by statute, or are, for good cause shown, not leg-ally competent within the provisions thereof. See In re Estate of Miller, 92 Ia. 741, 61 N. W. 229; In re Estate of Doolittle, 169 Ia. 639, 149 N. W. 873.

However, in the case of In re Estate of Cachelin, 124 Neb. 556, 247 N. W.

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Cite This Page — Counsel Stack

Bluebook (online)
18 N.W.2d 228, 145 Neb. 809, 1945 Neb. LEXIS 48, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hartman-v-haeffele-neb-1945.