Kronenberger v. Beke

517 S.W.2d 664
CourtCourt of Appeals of Texas
DecidedNovember 25, 1974
DocketNo. 16392
StatusPublished
Cited by3 cases

This text of 517 S.W.2d 664 (Kronenberger v. Beke) 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
Kronenberger v. Beke, 517 S.W.2d 664 (Tex. Ct. App. 1974).

Opinion

COLEMAN, Chief Justice.

This is an appeal from a summary judgment entered in favor of the defendants in a cause of action based on an oral contract to execute wills.

Catherine Beke Kronenberger, Agnes Beke Witt, Elsie Beke Saxinger and Helen Beke Bonaguro, the daughters of Gabor Beke and Kate Beke, sued Joseph M. Beke, their brother, the residuary devi-see and legatee and the independent executor of the last will of Kate Beke. They alleged that Gabor Beke and Kate Beke mutually agreed that each in consideration- of the other doing likewise would leave their respective estates to each other, and that the survivor would execute a will providing that each of their daughters would take five acres from certain property owned by them in Harris County, Texas, and that the remainder of the estate would go to the defendant, Joseph M. Beke. They alleged that their parents mutually agreed that in the case of simultaneous death each of the plaintiffs would take five acres from the property in Harris County and that Joseph M. Beke would take the remainder of the estate. They further alleged that pursuant to such mutual agreements Gabor Beke and Kate Beke executed a joint and reciprocal will on the 9th day of March, 1956, leaving their entire estate to the survivor, and containing the simultaneous death provision.

Subsequently Gabor Beke and Kate Beke, joined by Joseph M. Beke and his wife, deeded Catherine Beke Kronenberger two acres of this real estate. Thereafter Gabor Beke and Kate Beke executed a codicil to their wills stating that they revoked the devise of five acres of property to Catherine Beke Kronenberger, and were devising three acres to her. They alleged that Gabor Beke died on the 19th day of April, 1960 and that Kate Beke probated his will and received the benefits thereunder. Thereafter Kate Beke executed a will devising five acres of the property to each of the plaintiffs, except Catherine Beke Kronenberger, to whom she devised three acres, with the remainder to Joseph M. Beke. Subsequently Kate Beke executed another will wherein all of her daughters, the plaintiffs herein, were disinherited and the entire estate was willed to Joseph M. Beke, save for three acres which were devised to Cynthia K. Kronenberger. Kate Beke died June 9, 1972.

The plaintiffs seek specific performance of the parol contract to devise and in the alternative for enforcement of the oral contract in equity under the secret trust doctrine. Pleading further in the alternative the plaintiffs seek to have the court engraft a constructive parol trust of the [666]*666property in the hands of Joseph M. Beke; and in further alternative seek damages.

The defendants answered with a general denial and specially plead the statute of frauds, V.T.C.S. Bus. & C, Section 26.01, V.T.C.A., and the provisions of Section 59 of the Texas Probate Code, V.A.T.S., relating to the formalities required in the execution of a will.

The defendants then filed a motion for summary judgment based on the statute of frauds, the parol evidence rule, and the provision of Section 59 of the Texas Probate Code.

The plaintiffs answered the motion for summary judgment alleging that a fact issue was raised concerning the existence of the oral contract to devise between Gabor Beke and Kate Beke as alleged in their pleadings by the attached affidavit of Lige I. Kronenberger. For further answer they alleged that the execution by Gabor Beke of a will consistent with the oral agreement, and the action of Kate Beke in probating this will and taking the bequest made to her therein, constituted such facts and such part performance as to take the oral contract out of the statute of frauds. They further alleged that the parol evidence rule is not applicable because the plaintiffs are not changing a written instrument by oral testimony, and they deny that Section 59 of the Texas Probate Code is applicable to the situation presented by the petition.

The plaintiffs then filed a motion for summary judgment to which were attached certified copies of the joint and reciprocal wills of Gabor Beke and Kate Beke, a certified copy of the deed from Gabor Beke and Kate Beke to Catherine Beke Kronen-berger, a certified copy of the codicil to the wills of Gabor Beke and Kate Beke, a certified copy of the will executed by Kate Beke on September 26, 1960, and a certified copy of a will executed by Kate Beke on the 27th day of July, 1966.

The trial court granted the defendants’ motion for summary judgment, and denied that presented by the plaintiffs.

Both parties rely on Kirk v. Beard, 162 Tex. 144, 345 S.W.2d 267 (1961). In the course of its opinion the court said:

“. . . As said before the will devised to each brother the ranch lands without any restrictions or conditions and only the remainder of their estate to the nieces. They stand to recover here not on the will of their uncle, but on the oral contract made between their two uncles, as that contract has been incorporated in the will. The contract did not provide that the survivor would leave the land to the nieces . . .
“In Burt v. McKibbin, 188 S.W. 187 (Mo.1916), it is said that the husband and wife may have intended that the survivor leave the property to certain heirs, but the intention alone will not suffice, it must have been embodied in the contract. Under the provisions of W. H. Sexton’s will J. E. Sexton took a fee simple title to the lands in the named counties and not merely a life estate. There is shown no contractual provision to the contrary . . .
“In Murphy v. Slaton, 154 Tex. 35, 273 S.W.2d 588, we said that while the makers of mutual wills have the right to provide that all property owned by the survivor at his death should pass under the terms of his will, nevertheless that effect should not be given to mutual wills unless the intention to do so is set forth therein by plain and unambiguous language. Obviously this ruling would apply with equal force to the terms of an oral contract.”

The Supreme Court recognized as authoritative Upson v. Fitzgerald, 129 Tex. 211, 103 S.W.2d 147, and Hooks v. Bridge[667]*667water, 111 Tex. 122, 229 S.W. 1114, 15 A.L.R. 216, saying:

“The law announced by the above cases is too well established to be questioned but it may not be applied to the facts of this case. We have here considerably more than a parol promise to devise land for a paid consideration. Mutual wills have been executed pursuant to an oral contract

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517 S.W.2d 664, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kronenberger-v-beke-texapp-1974.