In re the Estate of Adams

701 P.2d 965, 237 Kan. 556, 1985 Kan. LEXIS 418
CourtSupreme Court of Kansas
DecidedJune 21, 1985
DocketNo. 57,298
StatusPublished
Cited by3 cases

This text of 701 P.2d 965 (In re the Estate of Adams) 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
In re the Estate of Adams, 701 P.2d 965, 237 Kan. 556, 1985 Kan. LEXIS 418 (kan 1985).

Opinion

The opinion of the court was delivered by

Herd, J.:

This is an appeal from an order denying the appointment of the executor named in the will of Carl C. Adams.

Carl C. Adams died testate on February 18, 1984. Adams was unmarried without issue. He willed all his property, consisting of $270,000 worth of real estate and $230,000 cash and personal property, to Lyle Cecil Salmans and Mabel Grace Miller, his nephew and niece.

Walter F. Stueckemann, Adams’ attorney and scrivener of the will, is named executor in the will. Mr. Salmans and Mrs. Miller asked Mr. Stueckemann to be co-administrators of the estate. Mr. Stueckemann refused their request.

Stueckemann petitioned for probate of the will. The beneficiaries answered denying Stueckemann was a suitable or competent person to be executor and requested they be appointed co-administrators instead. The district magistrate judge admitted the will to probate but refused to follow the provisions of Adams’ will and found Stueckemann unsuitable to be executor and appointed Salmans and Miller co-administrators c.t.a. Stueckemann appealed the order to the district judge. R.L. Crabill, President of the Farmers State Rank in Jetmore, was appointed [557]*557special administrator pending resolution of the appeal. The district judge affirmed the magistrate’s order. The Court of Appeals affirmed the district court. This appeal followed.

The sole issue on appeal is whether the district court abused its discretion in refusing to appoint the person named in Carl C. Adams’ will as executor.

The general rule regarding appointment of a named executor is stated in K.S.A. 59-701:

“Letters testamentary shall be granted to the executor, if any is named in the will, if he or she is legally competent and shall accept the trust.”

The mandatory statute has been tempered by this court’s construction. In In re Estate of Grattan, 155 Kan. 839, 853, 130 P.2d 580 (1942), we held that normally the court must appoint the executor named in the testator’s will without exercising any discretion if the person named is legally competent and will accept the trust. We went on to state that a district court should refuse to appoint a designated executor only where peculiar and abnormal facts are disclosed which make it clear the designated person is unsuitable for the position of trust.

Our latest statement on this issue is In re Estate of Petty, 227 Kan. 697, 707, 608 P.2d 987 (1980), where we stated:

“We approve the rule stated in Grattan that when a testator in his will names an executor, normally the court has no discretion respecting the appointment, if the executor so named is legally competent and will accept the trust. However, as stated in Grattan, a district court should refuse to appoint a designated executor where peculiar and abnormal facts are disclosed which make it clear that a person designated as an executor is not a suitable person. If the evidence is clear that a person designated is not a suitable person to serve as executor, then he should not be appointed and the administration of the estate should be undertaken by a special administrator.
“We wish to make it clear that the mere fact the heirs of the testator have a feeling of hostility toward the designated executor and do not want him appointed is not alone a sufficient reason for a district court to refuse to appoint the designated person.”

A person’s right to make a testamentary disposition of his property is of the same nature as the right to own property. Thompson on Wills § 17 (3rd ed. 1947). Included in that right of testamentary disposition is the testator’s right to designate the fiduciary whom he chooses to execute his estate. See In re Estate of Grattan, 155 Kan. at 850.

This is an important right and is so recognized in the law. In [558]*558fact it is generally held that the disposition of property is not an essential characteristic of a will but that a valid will may be made for the sole purpose of naming an executor. See Thompson on Wills §11, citing Conoway v. Fulmer, 172 Ala. 283, 54 So. 624 (1911); Dixon v. Damerons Administrator, 256 Ky. 722, 77 S.W.2d 6 (1934); Miller v. Miller et al., 32 La. Ann. 437 (1880); Stewart v. Stewart, 177 Mass. 493, 59 N.E. 116 (1901); Reeves v. Duke, 192 Okla. 519, 137 P.2d 897 (1943).

As the foregoing citations illustrate, the rule is that the testator’s choice of executor shall control, except in cases of legal incompetence or where there are peculiar and abnormal circumstances showing the executor nominated in the will is unsuitable for the position of trust. We hold the term unsuitable means the nominee’s conduct is so improper it would justify removal if the appointment were made.

In this case Walter Stueckemann was Carl Adams’ family lawyer. Stueckemann had been doing legal work for Adams for approximately 25 years. The relationship was more than that of attorney and client; it was also a personal friendship. Stueckemann visited Adams when he was in the hospital, carried the mail to him, had his glasses fixed, and ran other errands. Adams trusted Stueckemann. Carl Adams’ will was executed in 1965. He named his sister, Irene Adams, as the executor and, in the alternative, Walter Stueckemann. Irene predeceased Carl Adams, leaving Stueckemann as the designated executor. Adams had possession of his will. He chose to make no changes after the death of his sister, thus leaving Walter Stueckemann as the executor. The will was not contested, hence we conclude Carl Adams was neither incompetent nor unduly influenced in making his testamentary dispositions, including the appointment of an executor.

The heirs under the will argue Walter Stueckemann is unsuitable to be executor because he refused to agree to disregard the terms of Adams’ will and make them co-administrators. They also complain that Mr. Stueckemann would not advise them when their property would be assigned and delivered to them. They also complain that Stueckemann told them he was going to sell the house.

It should be remembered the only contacts the heirs had with Stueckemann were prior to the funeral and in his office the day [559]*559the will was read. At both times there had yet been no inventory or appraisal of Carl’s estate. Stueckemann had not studied the will since he had drafted it in 1965. He had no idea of the number of demands against the estate which might be filed. When inquiry was made of him by the heirs about the timing of distribution and the valuation of the property, Stueckemann was not definite because he was not in a position to be so. The heirs’ inquiry was premature. Much is made of Stueckemann’s statement that Carl’s personal property would have to be sold. Stueckemann explains he meant if the heirs could not agree on division of the personal property, it would have to be sold.

Appellees argue Stueckemann refused to draft a power of attorney for Carl Adams giving R. L. Crabill authority to manage Adams’ affairs if he became disabled.

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Cite This Page — Counsel Stack

Bluebook (online)
701 P.2d 965, 237 Kan. 556, 1985 Kan. LEXIS 418, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-estate-of-adams-kan-1985.