Riedel v. Kerlick

474 S.W.2d 508, 1971 Tex. App. LEXIS 2100
CourtCourt of Appeals of Texas
DecidedNovember 24, 1971
Docket649
StatusPublished
Cited by10 cases

This text of 474 S.W.2d 508 (Riedel v. Kerlick) 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
Riedel v. Kerlick, 474 S.W.2d 508, 1971 Tex. App. LEXIS 2100 (Tex. Ct. App. 1971).

Opinions

OPINION

NYE, Chief Justice.

This is a suit to construe a joint and mutual will. Herman Riedel and his wife Caroline Riedel made a joint and mutual will on December 4, 1931. On July 6, 1951, Herman Riedel died, leaving surviving him, his wife, Caroline and their only child, Harlan C. Riedel. The wife Caroline Riedel probated the joint will on July 26, 1951, and qualified as independent executrix of the estate. About nine years later, on November 6, 1960, Harlan C. Rie-del, the only child born of the marriage of Herman and Caroline, died testate in Dallas, leaving all of his estate to his wife Opal Blair Riedel. She qualified as independent executrix of his estate. The son, Harlan and his wife Opal had no children born or adopted. On December 18, 1967, Caroline Riedel died. She left the joint and mutual will that she and her husband executed in 1931. Opal Blair Riedel qualified as administratrix with will annexed of the estate of Caroline Riedel. The collateral heirs of Herman and Caroline Riedel brought this suit against Opal Blair Riedel.

The case was tried before the court without a jury. The court found that the 1931 joint will of Herman and Caroline was the last will and testament of the said Caroline Riedel. The trial court further found that the said will failed to designate any surviving beneficiary and therefore the legacy bequeathed to Harlan C. Riedel failed and lapsed. The court ordered and decreed that the estate of Caroline Riedel should be distributed in accordance with the laws of descent and distribution of the State of Texas, under the direction of the County Court of DeWitt County sitting in probate. Mrs. Opal Blair Riedel, the surviving wife of Harlan C. Riedel, appeals.

The sole question before this Court is whether or note the interest devised and bequeathed under the joint and mutual will to Harlan C. Riedel, constituted a vested or contingent remainder interest. If the interest was contingent upon the son Harlan C. Riedel outliving his mother, then his interest lapsed and the collateral heirs would be entitled to the remaining interest of the estate. If Harlan C. Riedel’s interest vested at the time of the death of his father and the probating of the will by his mother, then his interest vested and would go to his wife under his will.

The evidence showed that the testators lived on a farm all their lives and had very little business dealings. The joint and mutual will executed in 1931 was the last will written by them. Their only child was their son, Harlan C. Riedel. Before his death, he was an oil executive who lived in Dallas, Texas. He had handled his mother’s and father’s financial affairs and took [510]*510care of them during their entire life, particularly in their later years. The mother lived for sixteen years after the death of the father and seven years after the death of her son. She never remarried nor did she. ever attempt to revoke the original joint will that she and her husband made. With this evidentiary background in mind, we copy the entire will:

“The State of ~) KNOW ALL Texas County of L MEN BY THESE De Witt J PRESENTS:
That we, Herman Riedel and Caroline Riedel, husband and wife, of the State and County aforesaid, being of sound and disposing mind and memory, do make and publish this our last joint will and testament, hereby revoking all wills heretofore by us, or either of us, made.
We hereby direct that all of our just debts and funeral expenses be paid out of our estate by the hereinafter named executor as soon as it can be conveniently done, and further direct that a double tombstone be erected at our last resting place to cost about Five Hundred Dollars ($500.00).
It is the will of each of us that after the death of one all of our property, real, personal and mixed, (except as hereinafter stated) shall go to the survivor, to manage, use, control and dispose of as to him or her seems right and proper, without interference by any one. The exception hereto is a tract of two parcels of land conveyed to Herman Rie-del by Anton Ibrom and wife by deed dated May 1st, 1913, duly recorded in Vol. 73, on page 169, of the deed records of said County of De Witt. I, the said Caroline Riedel, paid for this property with my own money and it is my separate estate, and I here direct that said two parcels of land, (if not disposed of during my lifetime) shall be sold for the best price obtainable and one-half of the proceeds shall be turned over to St. Paul’s Lutheran Church of Yorktown, Texas, the other one-half to go with our other estate. I, Herman Riedel, agree to the foregoing bequest to the Church and admit that said two parcels of land are the separate property of my said wife, the deed was made in my name through error.
In the event one of us re-marries the property then in possession of the survivor shall be divided into' two equal parts, one part shall go to our son Harlan C. Riedel, the other part (one-half) to be the property of the survivor.
It is the will of each of us, and we here so direct, that the survivor be appointed executor (executrix) of this our last joint will and testament; that no bond or security be required of the executor (executrix) and that no proceedings be had in the Probate Court in the matter of our estate other than to file and prove this will and to file an inventory and appraisement of our estate and a list of claims.
After both of us have departed this life all of our estate of every description shall go to and vest in fee simple in our son Harlan C. Riedel, without remainder to any one. He is to be sole executor of this our last joint will after our passing, no bond or security shall be required of him as executor and no proceedings shall be had in the Probate Court other than above stated.
In witness whereof we here sign our names to this our last joint will and testament at Yorktown, Texas, this 4th day of December, A.D. 1931.
SS Herman Riedel
SS Caroline Riedel
Signed, published and declared by the said Herman Riedel and Caroline Riedel as and for their last joint will and testament in our presence, and we, at their request, in their presence and in the presence of each other subscribe our names hereto as attesting witnesses, each being above the age of fourteen years, [511]*511on this the 4th day of December A.D. 1931.
A. J. Braunig, witness
O. A. Schroeter, witness
Chas. Mertins, witness”
(Emphasis supplied)

The appellant makes four contentions. (1) That the testators intended that their only son and heir receive a vested estate in the remaining property belonging to his mother and father. Appellant reasons that (2) the phrase in the will that grants the son a vested interest is not made contingent by the subsequent language employed in the will by the testators. Appellant argues (3) that the will clearly granted the surviving spouse a life estate (subject to a possible converted fee interest of one half on remarriage) with the right o'f disposition.

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Riedel v. Kerlick
474 S.W.2d 508 (Court of Appeals of Texas, 1971)

Cite This Page — Counsel Stack

Bluebook (online)
474 S.W.2d 508, 1971 Tex. App. LEXIS 2100, Counsel Stack Legal Research, https://law.counselstack.com/opinion/riedel-v-kerlick-texapp-1971.