Woelk v. Luckhardt

277 N.W. 836, 134 Neb. 55, 1938 Neb. LEXIS 12
CourtNebraska Supreme Court
DecidedFebruary 18, 1938
DocketNo. 30156
StatusPublished
Cited by7 cases

This text of 277 N.W. 836 (Woelk v. Luckhardt) is published on Counsel Stack Legal Research, covering Nebraska Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Woelk v. Luckhardt, 277 N.W. 836, 134 Neb. 55, 1938 Neb. LEXIS 12 (Neb. 1938).

Opinion

Munday, District Judge.

This is an appeal by Walter J. Luekhardt, administrator with..will annexed of the estate of John Luekhardt, deceased, and others, from an order of the district court for Lancaster county in a proceeding in equity, wherein the district court as an appellate court reversed and set aside an order' of the county court directing said administrator to make a partial distribution of the personal property of said estate.

John Luekhardt died testate in Lancaster county,. Nebraska, in March, 1935. His last will and testament was made in 1920. The sole' legatee and executrix of said will, Amalia Luekhardt, wife of John Luekhardt, died in 1934. Before her marriage to Luekhardt she had previously .been married-and had two sons by the former marriage, who are the appellees herein. By her marriage to John Luckhardt she' had four children. The will was offered for probate by petition in the usual form by Walter J. Luckhardt. The petition, among other things, set out the death of the aforesaid executrix • and legatee and named the six children' as' interested p'arties. The county court admitted the will to probate' and appointed Walter J. Luekhardt administrator with will annexed. No appeal was taken from this order. So far the proceedings- were amicable. In April, 1935, said administrator filed an inventory showing the amount of the assets of the estate as $111,505.76. Later said administrator'filed'a petition in the county court praying for an order permitting him to make a partial - distribution of the .personal assets of the estate to the four children of John and Amalia Luekhardt. The appellees, .William .and Samuel Woelk, then filed a petition in the county court - asking -that said distribution be - made to all the six children of said Amalia Luekhardt as substitutionary legatees under said will. The question was squarely raised in the county court, whether all six children of Amalia' Luekhardt were entitled to participate in the. distribution of the-estate,-or only the four -children of Amalia Luekhardt-,--who-were the-issue of her marriage [57]*57with John Luckhardt. The county court ordered the distribution to the four children of John Luckhardt. The appellees herein appealed to the district court, where the cause was tried on the same pleadings as in the county court. The district court reversed the order of the county court and held that each of the six children of Amalia Luckhardt was entitled to share equally in the distribution. The four children of John and Amalia Luckhardt with said administrator have appealed to this court.

The appellees contend in substance the decree of the district court should be affirmed because (1) the order of the county court admitting the will to probate and appointing Walter J. Luckhardt as such administrator inherently found that the will in question made a disposition of all of the estate of the deceased to the six issués of Amalia Luckhardt, share and share alike, as substitutionary legatees and devisees in the place of Amalia Luckhardt, the sole legatee and devisee named in the will, and that the question as to who shall take the estate of the testator thus became a matter finally adjudicated before the commencement of these immediate proceedings; (2) that if the question of whether the six children of Amalia Luckhardt were substitutionary legatees and devisees and entitled to take the estate of the testator under the will was riot finally determined by said order of the county court referred to under (1) above, the said six children were independently substitutionary legatees and devisees in the place and stead of Amalia Luckhardt, (a) because it was the intention of the testator by the terms of his will that they would thus be takers in her'place and stead, and (b) because by force of the statute, section 30-229, Comp. St. 1929, Amalia Luckhardt was a relation of the testator, and her six children, as her issue surviving the testator, would take the estate of the testator by operation of the statute, share and share alike.

The appellees devote considerable space in their-brief to the first proposition above. They assert that the judgment should be sustained because, in substance, to distrib[58]*58ute the estate only to the issue of John and Amalia Luckhardt is a collateral impeachment of the prior proceedings of the county court in admitting the will to probate and the appointment of said administrator; that for the four children of John Luckhardt to take all the property is inconsistent with the inferential finding that followed the probate of the will, viz., that there is property to be disposed of by the will.

They also contend that such implied and inferential finding is necessary, for the decree of probate has nothing else to support it, and therefore the appellants are estopped to assert there was no property to pass by the will and that the question as to who shall take the property under the will is res adjudicates,.

The appellants have not favored us with a brief on the propositions last above set out. The county court made no special mention of this contention as to estoppel and res adjudicóla in its decree, nor did the district court, although the latter court made a very full and detailed finding as to the intent of the testator and as to its construction of section 30-229, Comp. St. 1929, and as to the meaning of the word “relation.”

In re Estate of Strelow, 117 Neb. 168, 220 N. W. 251, is cited by appellees. In this case there was no clause revoking a former will as in the instant case. In the instant case the will provides: “And I do hereby revoke all and every former will by me made.” Such a revoking clause might be sufficient reason for the probate of a will. Dudley v. Gates, 124 Mich. 440, 83 N. W. 97; In re Estate of Strelow, supra. However, we do not believe the admission of a will to probate and the appointment of the administrator estops an interested party from having a construction of the terms of a will by the county court for the purposes of the order of distribution or by the district court on appeal therefrom. Such was the procedure in the instant case. The appellees took part in this procedure. An order of distribution by the county court is necessary in both testate and intestate estates. Provision is made for appeal from [59]*59such an order to the district court. It was not necessary for the county court to determine to whom the property should be distributed at the time the will was admitted to probate or when the administrator was appointed. Nor was it done in the instant case. So the fact that the will was admitted to probate does not estop the rightful owners of the property of the testator from securing an order of distribution.

This brings us to the construction of the disputed clause in the will: “I give, devise and bequeath, unto my beloved wife Amalia Luckhardt all the property, real and personal, and effects of every name and nature which I now have, may die possessed of, or may be entitled to, her heirs and assigns forever.” There was no residuary clause.

It is axiomatic to say that the'intention of the testator controls in the construction of a will if it is consistent with the rules of law. Comp. St. 1929, sec. 76-109. But the plain and certain rules off law should not be set aside except in favor of an equally plain and certain disposition of the testator. In re Estate of Hanson, 118 Neb. 208, 224 N. W. 2.

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Bluebook (online)
277 N.W. 836, 134 Neb. 55, 1938 Neb. LEXIS 12, Counsel Stack Legal Research, https://law.counselstack.com/opinion/woelk-v-luckhardt-neb-1938.