Kastrin v. Janke

432 S.W.2d 539, 1968 Tex. App. LEXIS 2694
CourtCourt of Appeals of Texas
DecidedSeptember 18, 1968
Docket5922
StatusPublished
Cited by10 cases

This text of 432 S.W.2d 539 (Kastrin v. Janke) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Kastrin v. Janke, 432 S.W.2d 539, 1968 Tex. App. LEXIS 2694 (Tex. Ct. App. 1968).

Opinion

*540 OPINION

FRASER, Chief Justice.

This is a suit by appellees to establish and enforce a purported contract for mutual, contractual wills. Appellees sued William C. Kastrin, individually and as Independent Executor of the Estate of Alexander F. Janke, Sr., and El Paso National Bank, as Temporary Administrator of said estate, for judgment that an alleged contract was made between Alexander F. Janke, Sr. and his wife, Lina Janke, (both deceased) whereby said decedents made alleged mutual wills dated May 22, 1953, and for specific performance of such purported contract, so as to award appellees one-half of the entire estate of Alexander F. Janke, Sr. who died after his wife; or in the alternative to impress a constructive trust in favor of appellees upon the entire estate of Alexander F. Janke, Sr. Based upon the jury verdict and independent findings by the trial court, a final corrected judgment was rendered against William C. Kastrin and El Paso National Bank, from which they prosecute this appeal.

Appellants maintain that there is no evidence that the wills herein involved were contractual or mutual or irrevocable in any way. We will discuss this matter in the light of the appellants’ general position rather than adhering strictly to numbered points.

It has long been held that one who contends that a joint will or mutual wills are contractual as well as testamentary in character has the burden to make such proof, or, in other words, to prove his contention that the will or wills are contractual in nature and came about as the result of a mutual agreement by both parties. Nye v. Bradford, 144 Tex. 618, 193 S.W.2d 165, 169 A.L.R. 1; Kirk v. Beard, 162 Tex. 144, 345 S.W.2d 267; Nesbett v. Nesbett, Tex.Civ.App., 422 S.W. 2d 746, and cases cited therein.

Courts have usually been presented with proof that the wills are mutual and irrevocable and came about as the result of a prior agreement whereby each party agreed to execute the will in question in return for the execution of will satisfactory to him by the other party.

First, we must examine the wills in question here to see if they contain any language that makes them contractual in nature as well as mutual and irrevocable. We do not find any such language in the wills in question. It is true they are somewhat similar, but there are differences as to executors, etc.; but even though they are basically similar, we do not find sufficient or adequate language within the wills themselves to sustain the contention by appellees here that such wills are mutual and irrevocable. We do not reproduce the wills, as it would only burden the opinion, but we do hold that the two wills of Papa and Mama Janke do not contain any language to sustain the appellees’ contention as set forth above.

We pass now to whether or not there is any extrinsic evidence to establish that Papa and Mama Janke entered into an oral contract to make their wills mutual and irrevocable. We do not find that there is extrinsic evidence present in this record to sustain that point. Witness Webber, called by the appellees, could not and did not testify that either Papa or Mama Janke told him or indicated to him that they were making contractual, irrevocable wills. His testimony merely indicates that they said they were making wills leaving the stuff to each other. Webber further testified that Papa and Mama Janke had many arguments and he stated that they fought like cats and dogs about it and finally came to the agreement that the first one that died, the other would get it all. It is evident from the record here that Mr. Webber was in on many discussions and consultations between Papa and Mama Janke. He also testified that Mama Janke told him they had made similar wills and each was leaving the stuff to the other. This, of course, *541 is in no manner contractual, and as we have pointed out, there is no wording in the will of either one indicating that the provision of one will is based on the agreement and acquiescence of the other party to make some similar provision. Mr. Wieland, the other witness and a relative, does not testify to any knowledge of the existence of any contractual or irrevocable agreement to be inserted in the wills that Papa and Mama Janke were going to make. We must therefore hold that there is no evidence here from the wording of the wills themselves or from the testimony of the witnesses that would sustain the appellees’ contention that the wills were mutual, contractual and irrevocable. Appellants called a Mr. Carlton, a C.P.A., who testified that he had discussed this matter with Papa and Mama Janke for several months and knew of no contract or agreement regarding the making of the wills, and that the wills had been read over by the attorney and explained to both parties before they signed them. Mr. Carlton further testified that the attorney, Mr. Peticolas, explained to Mr. and Mrs. Janke at the time they executed their wills that they could subsequently change their wills if they wanted to, and that he, Mr. Carlton, also told them that they could execute the wills now and if their desires or wishes changed later on, they could make new wills or change those. Mr. Peticolas, the attorney, testified that neither Papa nor Mama Janke said anything to him about contemplating or making any kind of an agreement between themselves as to how the wills would be made out. He further testified that during the preparation of the wills and the discussion thereof, there was no mention made of any written contract relating to the real estate; and lastly he, Mr. Peticolas, at the time of the execution of the wills on May 22, 1953, read the wills to Mr. and Mrs. Janke and asked each of them if that was the will they wanted, and that both said “yes” and that at no time during that conference did either Mr. or Mrs. Janke say anything about having made any kind of agreement or contract with each other with reference to making their wills; and Mr. Peticolas was very certain of that point, as he stated that he was as sure of that as “that I am sitting here”.

We have searched the record and do not find any evidence of any agreement between Mr. and Mrs. (or Papa and Mama) Janke regarding their wills. The testimony taken at its best simply is to the effect that they agreed to make wills; but there is no evidence that they agreed as to what would go in the wills and, more important, there is no testimony that they had any agreement that the wills would be irrevocable and contractual in nature.

It has long been held that there must be a valuable consideration to support a contract to make mutual wills, and as stated in Kirk v. Beard (supra), if two parties verbally agree each in consideration of the other doing likewise, to make their wills disposing of their properties in a specific manner, and one dies leaving a will which complies with the contract, and the survivor accepts benefits under the will, he must comply with the agreement, or equity will step in to prevent a fraud or to estop the survivor from pleading the statute of frauds because of the performance or part performance. Again we point out that there is no evidence that Mr. and Mrs.

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Bluebook (online)
432 S.W.2d 539, 1968 Tex. App. LEXIS 2694, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kastrin-v-janke-texapp-1968.