Nations v. Ulmer

122 S.W.2d 700
CourtCourt of Appeals of Texas
DecidedNovember 23, 1938
DocketNo. 3766.
StatusPublished
Cited by7 cases

This text of 122 S.W.2d 700 (Nations v. Ulmer) 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
Nations v. Ulmer, 122 S.W.2d 700 (Tex. Ct. App. 1938).

Opinion

WALTHALL, Justice.

This suit was brought in the District Court of Midland County, Texas, by Henry Clay Nations and others against M. C. Ulmer and Charles L. Klapproth, nominated and appointed independent executors and trustees in the last will of Emily E. Crier, deceased,, to , obtain a construction of that part of the will of said Emily E. Crier in which she provided for the compensation to be paid M. C. Ulmer and Charles L. Klapproth out of her estate for their services as independent executors and trustees. Other parties were brought into the suit as defendants, but they each in effect disclaimed any interest therein, and we need not further refer to them.

Defendants Ulmer and Klapproth, individually and as independent executors and trustees nominated and appointed in the will of Emily E. Crier, deceased, filed and presented to the court their first amended plea in abatement, which plea contained general and special exceptions to plaintiffs’ petition as to the court’s jurisdiction and as to plaintiffs’ right to maintain their suit against them, for the reason, among others, that they, Ulmer and Klapproth, were appointed and qualified as independent executors and trustees under the will, and the will by its terms and provisions having fixed their compensation as executors and trustees free from 'control of the court, and that the discretion in the interpretation of the will as to their compensation was by the will exclusively in them, and that it did not appear from the petition that they had acted fraudulently or in wilful mismanagement or conduct in the affairs of the estate or in the determination of their commission, and that the construction placed by them on the provisions of the will as to their compensation was a fair and reasonable one. Defendants Ulmer and Klapproth, in addition to the objections to the petition as to jurisdiction, alleged in their- plea in abatement their good faith in observing the directions and instructions in the will in determining their compensation; that they had used their best judgment in determining same and that the construction placed on same by them was a fair and reasonable one consistent with the purpose and intention of the. deceased as reflected by the will; that the decedent had no revenue bearing properties of any consequence to pay the costs and expenses of administration and the compensation to the executors.

Plaintiffs’ petition stated the will and its codicil, alleged the interest of the various devisees thereunder, recited the amounts that had been received and disbursed by the executors and prayed that that part of the will be construed allowing the compensation to the executors, and that the defendants Ulmer and Klapproth, as executors, be required to pay over to the funds of the estate such amount as the court might find they had retained in excess of the amount allowed by the will, stating the amount.

No statement of facts is in the record. The trial court sustained the plea in abatement and rendered judgment dismissing plaintiffs’ cause of action and made findings of fact and conclusions of law pertaining to the plea.

The disposition we have concluded to make of the case necessitates a brief statement of only a portion of the court’s findings of fact. Section seven of the will and paragraph A thereof provides: “(a). I desire the expenses of this trust to be paid out of the income from my properties, including a suitable compensation to the trustees herein named or their successors as herein provided for, which compensation, however, shall never exceed 10 percent of the gross income.”

*702 Later, the testator, Emily E. Crier, executed a codicil to the will which reads as follows:

“That paragraph ‘a’ on page two of said will is hereby revoked and the following substituted therefor:
“I desire that the expenses of this trust be first paid out of the income and that the expenses here directed to be paid shall consist of ,and include:
“Any and all items of cost and commissions under the law as in the administration of estates.
“Any and all attorney’s fees or other expenses necessary to incur in maintaining the property or reducing the same to possession.
“An additional amount of ten percent of the gross income which is hereby named as compensation to the trustees in addition to fees and commissions allowed by law in the administration of estates, which said commissions and compensation the trustees may retain without any judicial ascertainment.”

The court found that in the administration of the estate as independent executors and trustees under the will, defendants Ulmer and Klapproth construed the will to allow them, and they allotted to themselves, five percent of all cash receipts, except monies on hand at the time of testatrix’s death, and disbursements, and ten percent on all monies received under the will, except monies on hand at time of testatrix’s death, including said commissions on the amount of the principal and interest of the note of Clara J. Looney and •husband payable to said estate, which amount the executors made available to said estate by collecting $2,000 in cash thereon and obtaining from-Clara J. Looney a conveyance to the other beneficiaries under the will of her interest in the estate, except as stated.

In another paragraph the court found that in allotting to themselves the commissions and compensation as executors and trustees under the will, Ulmer and Klap-proth “acted in good faith and that their construction of the will is a reasonable and fair interpretation as to the compensation due them as executors and trustees under the will, and that they have endeavored to follow the directions and instructions given them in the will, and have fairly and in good faith used their best judgment in the determination of the amount of their compensation.”

The court made other findings of fact which we omit to state in view of the disposition we think to make of the case.

The court concluded from the facts found that the court had no jurisdiction and that the suit should be abated and dismissed at plaintiffs’ cost, to all of which findings and conclusions plaintiffs excepted.

Opinion.

The court makes it very clear in the judgment rendered that, in the opinion of the court, from the facts found the court was without jurisdiction to try the case on the merits, that is, to construe the will as to the compensation Ulmer and Klapproth were entitled to retain for themselves as executors and trustees and acting as such under the will. The judgment rendered recites that the court is of the opinion that the law is with defendants Ulmer and Klapproth on their plea in abatement, that the plea is sustained, and that the suit is abated and dismissed. We make the above statement in view of appellants’ insistence that this court construe the will and determine the compensation appellees are entitled to retain thereunder, and in view of some of .appellants’ assignments in the brief under which appellants discuss the merits of their suit.

The trial court not having decided the case on the merits, this Court is without jurisdiction or power to do so. The appeal is from the judgment rendered and not what the trial court might have considered had that court entertained jurisdiction.

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Bluebook (online)
122 S.W.2d 700, Counsel Stack Legal Research, https://law.counselstack.com/opinion/nations-v-ulmer-texapp-1938.