In Re: Weltner Estate

17 So. 2d 396, 154 Fla. 292
CourtSupreme Court of Florida
DecidedMarch 17, 1944
StatusPublished
Cited by1 cases

This text of 17 So. 2d 396 (In Re: Weltner Estate) is published on Counsel Stack Legal Research, covering Supreme Court of Florida primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re: Weltner Estate, 17 So. 2d 396, 154 Fla. 292 (Fla. 1944).

Opinion

On February 23, 1938, W.J. Tolton was by the County Judge of Escambia County, Florida, appointed administrator of the Estate of Minnie Weltner, deceased. Shortly thereafter letters of administration issued to him upon the approval and filing of a bond in the County Judge's Court of Escambia County in the sum of $100. On October 12, 1938, an order of appraisal and the appraisals were made and subsequently filed in the county judge's court, and the property, as appraised, was itemized and valued at the total sum of $2,198.43. Notice to all creditors issued and was published as required by law.

On December 4, 1942, Herman A.H. Ulitzsch, sole heir at law of the Estate of Minnie Weltner, deceased, filed in the County Judge's Court of Escambia County. Florida, a sworn petition seeking an order of removal of W.J. Tolton as administrator of said estate, and an accounting and other relief. The petition was lengthy and set forth in detail numerous reasons for the removal by the county judge of the administrator. Made a part of the petition for removal, by appropriate language, is a copy of a letter dated at Pensacola, Florida, January 23, 1939, addressed to the petitioner, Herman A.H. Ulitzsch, and signed by W.J. Tolton.

The letter is viz:

"Tolton Agency, Inc., "Insurance — Realtors "Pensacola, Florida "Jan. 23, 1939
"Mr. H.A. Ulitzsch, "Crescent City, Ill.

"Dear Mr. Ulitzsch:

"You asked if I would advise you the status of the trust fund which I am trustee for. This is to advise that we have *Page 294 in this trust at this time U.S. Government Bonds in the amount of $13,000.00, drawing 3 1/4% interest, and maturing in 1946. Said funds are to be paid to you according to the terms of the Trust Agreement.

"With kindest regards and best wishes, I am,

"Yours very truly,

"(signed) W.J. Tolton

"WJT:MLB

"Nov. 25, 1940.

"The amount has been reduced to $12,500.00.

The petition for removal alleges, in part, that Minnie Weltner on May 20, 1932, inherited from her deceased husband, William Weltner, and had set over to her an estate of the value of $30,725.60. Among the said assets were $15,000.00 in United States Liberty Bonds then registered in the name of the late William Weltner. Five of the bonds were for the sum of $1000.00 each and one for $10,000.00 and appropriately numbered. W.J. Tolton, in 1932, was assistant cashier of the First Bank Trust Company of Pensacola and Minnie Weltner at the time was one of its customers and transacted some of her business in the bank with Mr. Tolton. The bonds were exchanged for coupon bonds and semi-annual installments of interest accruing thereon were by the bank paid to Minnie Weltner, whose post office address was Crescent City, Illinois, the home of the petitioner.

Petitioner, after the death of his sister, contacted Tolton and made inquiry about the $15,000.00 of bonds and was informed that his interest in the bonds was to clip the maturing interest coupons and that he (Tolton) would clip them in the future and send them to the petitioner similar to the manner of transmitting the same to Mrs. Minnie Weltner. Tolton represented to the petitioner that he did not need a lawyer and that Tolton was willing to handle the bonds of the estate and would see that petitioner received all the Government Bonds and other assets of the Weltner Estate. Shortly thereafter the letter supra was received by petitioner from Tolton. Petitioner requested information of Tolton *Page 295 about the trust agreement referred to in the Tolton letter, but after repeated promises made by Tolton to produce a copy of the trust agreement he told petitioner that he had no trust agreement with the late Minnie Weltner and said: "What are you going to do about it?" Tolton, about the time he was appointed administrator, promised to pay petitioner $125.00 monthly out of the United States Bond Fund.

Petitioner employed counsel and endeavored to recover the bonds of Tolton or their equivalent, but succeeded in collecting only $2500.00, and at the time of accepting said sum signed a covenant not to sue prepared by Tolton's attorney. The covenant is viz:

"Pensacola, Fla., May 30th, 1942.

"Received of W.J. Tolton, $2500.00 dollars, in consideration of which H.A. Ulitzsch covenants not to sue W.J. Tolton either individually or as administrator c.t.a., of the Estate of Mrs. Minnie Weltner, or as Trustee for H.A. Ulitzsch, for the alleged conversion of any U.S. Government bonds or their proceeds, the property of Mrs. Minnie Weltner, the Estate of Mrs. Minnie Weltner, or H.A. Ulitzsch, reserving however all right and title in and to said bonds and the right to see and subject the same.

"Witness my hand and seal this May 30th, 1942.

"H.A. Ulitzsch (SEAL)

"Witness:

"Philip D. Beall."

It is further alleged that Tolton has not accounted in full for the bonds, omitted to inventory and report to the Court the same as the property of the Weltner Estate, and the bonds were the property of the estate, and Tolton had mismanaged, wasted, diverted and unlawfully appropriated the bonds. The prayer of the petition sought appropriate relief. Citation issued and counsel for Tolton demurred to the petition.

The grounds of the demurrer in effect are viz: (1) the court was without jurisdiction to hear and decide the controversy; (2) petitioner was, as a matter of law, estopped from maintaining the action; (3) the remedy of the petitioner is *Page 296 in a court of equity; (4) the stated facts are not within the jurisdiction of the county judge's court; (5) petitioner, as shown by record, has covenanted not to sue Tolton and is legally bound thereby.

Simultaneously with the filing of the demurrer, Tolton, in compliance with the prayer of the petition and an order of the Court, filed an account with the county judge's court purporting to embrace or cover the entire period and all of his activities as administrator of the Minnie Weltner Estate. He reported that he had fully administered the estate and prayed for an order approving his account as a final accounting and that he by appropriate order be discharged as administrator, as well as the sureties on his bond.

Petitioner objected to the approval of the account and the discharge of the administrator, because Tolton failed to account for the $15,000.00 in U.S. Government Bonds, property of the Weltner Estate, and further because the covenant not to sue signed by the petitioner was legally insufficient to deprive the County Judge's Court of Escambia County, Florida, of jurisdiction of the controversy; neither should it preclude a hearing on the question of whether or not Tolton had unlawfully converted the bonds or wasted or misappropriated the assets of the Weltner estate.

On March 13, 1943, the County Judge of Escambia County entered three separate orders in the case at bar in which he (1) sustained the demurrer of Tolton to the petition of Herman A.H. Ulitzsch and dismissed the petition; (2) the objections of the petitioner to the final account of W.J. Tolton, administrator, were overruled and denied; (3) the oral motion of counsel for petitioner, made in the county judge's court, to strike from the files the demurrer or exceptions of Tolton directed to the petition of Ulitzsch was granted.

An appeal therefrom was perfected to the Circuit Court of Escambia County, Florida, and, after the hearing of counsel, an order was entered affirming each of the challenged orders. It was the view of the circuit court, as expressed in the order of affirmance, that the County Judge's Court of Escambia County was without jurisdiction to determine and *Page 297

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Related

Kolb v. Levy
104 So. 2d 874 (District Court of Appeal of Florida, 1958)

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Bluebook (online)
17 So. 2d 396, 154 Fla. 292, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-weltner-estate-fla-1944.