Kellner v. Blaschke

334 S.W.2d 315, 1960 Tex. App. LEXIS 2122
CourtCourt of Appeals of Texas
DecidedMarch 16, 1960
Docket10736
StatusPublished
Cited by9 cases

This text of 334 S.W.2d 315 (Kellner v. Blaschke) 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
Kellner v. Blaschke, 334 S.W.2d 315, 1960 Tex. App. LEXIS 2122 (Tex. Ct. App. 1960).

Opinion

ARCHER, Chief Justice.

This is an appeal from an order granting a summary judgment in a will contest proceeding.

G. A. Kellner executed his will on April 21, 1952 by the terms of which he devised all of his property to Mrs. Alfred Blaschke. On April 21, 1952, G. A. Kellner executed an instrument creating a trust for the benefit of himself and Mrs. Alfred Blaschke, naming trustees.

On July 29, 1953, Mathilde Kellner Schley, joined by Chas. H. Schley, Ella Kellner, Robert Kellner, Charles A. A. Kellner, Cora Kellner, a widow; Louise Kellner Streckfuss, a widow; Mrs. Alfred Blaschke, individually and as trustee and devisee in the will of G. A. Kellner, deceased; Alfred Blaschke, individually and as trustee, and Charles S. Taylor, Jr., independent executor under the will of G. A. Kellner, deceased, made an agreement “for good and valuable considerations by each paid to the other, receipt of which is acknowledged, and in consideration of the mutual agreements herein recited” made what was termed a partial partition of the *317 G. A. Kellner Estate and setting out certain properties so conveyed to the respective makers of the agreement.

Section 8 of the instrument is as follows:

“Charles S. Taylor, Jr., one of the three Trustees in the ‘Trust Deed and Agreement’ mentioned in Paragraph 2-B above, has now resigned as such Trustee and has conveyed to Mrs. Alfred Blaschke any and all right, title and interest which he as Trustee heretofore held; and any and each reference to ‘the Trustees’ and to ‘the Three Trustees’ in this instance shall be and refer to the Trustees in said ‘Trust Deed and Agreement’ except the said Charles S. Taylor, Jr.
“Contemporaneously with the execution of said ‘Trust Deed and Agreement’ the said G. A. (Adolph) Kell-ner executed a will, revoking all prior wills and devising all of his property and estate to the said Mrs. Alfred Blaschke and therein designated and appointed Charles S. Taylor, Jr., as Independent Executor. The said Alfred Blaschke and wife, Mrs. Alfred Blaschke, individually and as Trustees, as aforesaid, and Charles S. Taylor, Jr., covenant and agree that they will file said will of G. A. (Adolph'. Kell-ner for probate and that the said Mr. and Mrs. Alfred Blaschke, in the capacities aforesaid, Mrs. Alfred Blasch-ke, as devisee in said will, and said Independent Executor of the Estate of G. A. (Adolph) Kellner would execute and will receive the respective instruments as herein provided for execution and receipt by said Blaschkes and the Trustees, so that this agreement and the other instruments, as herein mentioned and provided for, shall be binding upon and inure to the benefit of all of the parties herein mentioned in their several capacities referred to and to the benefit of and binding upon the successors and assigns of each. It is agreed that the Executor shall pay the legitimate, valid and subsisting indebtedness, if any, owed by the said G. A. Kellner at the time of his death, when claims for such debts properly sworn to and presented to Executor in due course of administration are allowed, but the said Executor does not waive any legal or equitable defense that may be set up against said claim and indebtedness. That he will take such steps and acts, if any, as may be required with reference to Estate and Inheritance Taxes, if any, in connection with and by reason of the death of said G. A. Kellner.”

Section 10 reads:

“This instrument and the agreements herein recited, and the instruments as herein provided for, shall each inure to the benefit of and be binding upon the respective parties hereto in their several recited capacities and to and upon the respective heirs, executors, administrators, successors and assigns of each; and execution and delivery of the several instruments, as herein-above provided, shall not supersede this instrument and the agreements and obligations herein recited, but same shall remain in full force and effect.”

On September 10, 1953, the parties to the July 29, 1953 agreement above referred to, executed a deed of conveyance between themselves as to certain properties and referred to the July 29, 1953 partition agreement and to the will of G. A. Kellner and to the probate thereof.

Paragraph V of such instrument is as follows:

“This instrument and the conveyances and agreements herein recited, shall inure to the benefit of and be binding upon the respective parties hereto in their several recited capacities and to and upon the respective heirs, executors, administrators, successors and assigns of each; and execution and delivery hereof shall not *318 supersede the above mentioned instrument of July 29, 1953, nor the agreements and obligations therein recited, but same shall remain in full force and effect.”

This suit was instituted as a contest of the will of G. A. Kellner contending that Mr. Kellner on April 21, 1952, was of unsound mind, and without sufficient mental capacity to understand the nature, consequences and effects of the purported will, and that such will was not his will and if in fact it was executed his action in so doing was brought about by undue influence of Alfred Blaschke and Mrs. Alfred Blaschke and Charles S. Taylor, Jr., and the case was disposed of by summary judgment.

The appeal is founded on twelve points assigned as error by the trial court in holding that appellee’s pleadings were sufficient to support estoppel by deed; in holding that the partial partition by appellants and ap-pellees of properties owned by G. A. Kell-ner estopped appellants as a matter of law from challenging the validity of a purported will of G. A. Kellner; in holding that the defense of equitable estoppel was sufficiently alleged and established as a matter of law; in sustaining appellees’ Special Exceptions Nos. 1, 2, 3, 4, 5 and 6 and striking them from the affidavit of Ella Kellner made a part of appellants’ reply to appellees’ motion for summary judgment. The parts of the affidavit stricken were to the effect that the probating of the will was not done by reason of the partition agreement and that the defendants knew that G. A. Kellner did not have sufficient mental capacity to make a will; that no consideration was received by plaintiffs for the execution of the documents dated July 29, 1953 and September 10, 1953; that the sole reason for probating the purported will was because the bank required it and that the only reliance of any kind ever placed on the above mentioned instruments was to obscure the mental incapacity of and undue influence imposed on G. A. Kell-ner by the defendants, and finally in granting the summary judgment.

Appellees take the position that the sole question involves the applicability of the well established principle of equitable estop-pel as a bar to contest the will or attack its validity.

We believe that the order of the District Court granting the summary judgment was proper and that the judgment of the trial court should be affirmed. Rule 166-A, Texas Rules of Civil Procedure; Gulbenkian v. Penn, 151 Tex. 412, 252 S.W.2d 929; Stafford v. Wilkinson, 157 Tex. 483, 304 S.W.2d 364, loe. cit. 367(4, 5).

As has been noted G. A.

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Bluebook (online)
334 S.W.2d 315, 1960 Tex. App. LEXIS 2122, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kellner-v-blaschke-texapp-1960.