Stuckwisch v. Kamman

77 N.E. 349, 166 Ind. 672, 1906 Ind. LEXIS 150
CourtIndiana Supreme Court
DecidedMarch 29, 1906
DocketNo. 20,707
StatusPublished
Cited by2 cases

This text of 77 N.E. 349 (Stuckwisch v. Kamman) is published on Counsel Stack Legal Research, covering Indiana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Stuckwisch v. Kamman, 77 N.E. 349, 166 Ind. 672, 1906 Ind. LEXIS 150 (Ind. 1906).

Opinion

Jordan, J.

—This action was commenced on February 10, 1905, to contest the will of Henry Kamman. The complaint alleges that said testator died in Jackson county, Indiana, on October 31, 1903, leaving the plaintiffs and defendants surviving him as his only heirs at law. It is further alleged that said testator at the time of his death was the owner and in possession of a large amount of real estate and personal property; that on Uovember 6, 1903, a certain paper purporting to be his last will and testament, bearing date of October 26, 1903, was probated in the Jackson Circuit Court and was duly recorded in the will record in the office of the clerk of said court, and thereupon [674]*674letters were issued to the defendant Christian Kamman as executor of said will. It is further alleged that on September 14, 1904, said executor made a final report of the administration of said trust, which report was approved by the court, and he was discharged from the further execution of his said trust, etc. The grounds alleged for contesting and setting aside said will are: (1) Unsoundness of mind of the testator at the time he executed his said will; (2) undue execution thereof.

The defendants appeared and filed an answer of two paragraphs to the complaint: First, general denial. By the second they set up in bar of the action affirmative matter as follows: “For further and second paragraph of answer to plaintiffs’ complaint the defendants say: that the defendants and plaintiffs, except the defendant Andy H. Kuhn, are all and the sole heirs at law of said Henry Kamman, deceased; that said Henry Kamman died on October 31, 1903, testate, leaving a will which contains a description of all the real estate of which said testator died seized, a copy of said will is filed herewith marked exhibit A and made a part hereof; that said will was duly probated before the clerk of the Jackson Circuit Court on Bovember 6, 1903, and the said probating by said clerk was duly confirmed by the judge of the Jackson Circuit Court at its 'Bovember term, 1903; that said will was duly recorded in will record Bo. 3, on page 346, in the clerk’s office of said county and State; that in said will said defendant Christian Kamman was appointed executor, and letters of administration were duly issued to him on Bovember 6, 1903; that said Christian Kamman has duly administered said decedent’s estate, by collecting all accounts and notes due said estate, and has reduced all other assets of said estate to cash; that the total so coming into his hands from the assets of the estate was $-; that he has received from himself $700, and from Minnie Toppe $3,400, as provided for in items two and four of said testator’s will, [675]*675the sum total of $4,100, making a total from all sources of $-; that said executor has paid as the costs of administration, etc., the total sum of $-; that the balance of $4,668 has been paid and divided as provided for in said will; that said defendants herein have accepted, received and receipted for the amounts due them; that the amount due to the plaintiffs under said will has by the executor been paid to the clerk of the Jackson Circuit Court; that said executor was fully discharged and released from his said trust on November 14, 1904, the said estate having been finally and fully settled as provided. Wherefore defendants demand judgment for costs and all other proper relief.”

The plaintiffs jointly and severally demurred to this paragraph of answer on the grounds of insufficiency of facts to constitute a defense to the action. Their demurrer was overruled by the court, to which they duly excepted. The reply to the answer was a' general denial. There was a trial by jury and a general verdict returned in favor of the defendants, upon which judgment was rendered against plaintiffs for cost. From this judgment plaintiffs have appealed, and the only error relied upon for a reversal is the overruling of the demurrer to the second paragraph of answer. The evidence is not before us.

1. Counsel for appellants insist that the facts 'averred in the second paragraph of answer constitute no defense to the action, and that the demurrer thereto should have been sustained. Under the provisions of §2766 Burns 1901, §2596 R. S. 1881, any interested person may, within three years after a will has been offered for probate, contest the validity thereof for any or all of the grounds therein provided, by filing a complaint in the circuit court of the county in which the testator died, or in which any part of his estate is situated. It is provided that the executor and all other persons beneficially interested therein must be made defendants to such action.

[676]*6762. The record in this appeal discloses that this action was commenced within the period provided by the statute. Both the complaint and answer show that the estate of the testator consists of real and personal property. It will be noted that there is nothing’, however, in the answer going to show that the executor, under the provisions of the will, had any control over the real estate devised by the will or in any manner affected thereby. In the absence of such a showing we must, under the circumstances, assume that the final settlement of the estate by the executor applied only to the personal property, and had no relation whatever to the real estate devised by the will.

3. The theory of the defense advanced by the second paragraph of the answer seemingly is that the plaintiffs are precluded from maintaining the action to contest the will of the testator, because, prior to the commencement of the action, the executor had duly administered upon the personal assets of the estate, had reduced the same to cash and had paid over to the defendants their distributive share under the will, all of which they had received. That the amount thereof due to the plaintiffs had been paid over to the clerk of the Jackson Circuit Court, and the executor had been discharged and the estate of the testator had been by the court adjudged as finally settled. There are, however, no facts going to show that the plaintiffs, or any of them, had ever received or accepted from the executor, the clerk of the court, or any other person, any portion of their distributive shares of the property devised to them under the will in controversy.

Reduced to a simple proposition then, the only facts upon which the defendants have to predicate the defense set up by the second paragraph of answer are the final settlement by the executor of his trust under the will and a distribution of the personal estate or assets as therein [677]*677alleged. Under the facts averred', so far as their sufficiency to constitute an estoppel against appellants is concerned, the case must be ruled by the decision of this court in Roberts v. Abbott (1891), 127 Ind. 83, wherein it is held that an answer setting up the final settlement of the estate by an administrator with the will annexed, and the final discharge of such administrator, presents no defense, to an action to contest such will when the estate devised by the will consists of both real and personal property.

4. It is also clear that the approval by the Jackson Circuit Court of the executor’s final report and the final settlement of the estate of the testator, as set up in the answer, cannot in any sense be regarded as an adjudication of the issues tendered by the appellees under their complaint in this action.

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Cite This Page — Counsel Stack

Bluebook (online)
77 N.E. 349, 166 Ind. 672, 1906 Ind. LEXIS 150, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stuckwisch-v-kamman-ind-1906.