Succession of Untereiner
Succession of Untereiner
Opinion of the Court
Mrs. Anna Mary Stahl, widow of John Untereiner, died in this city April 28, 1914, leaving five children issue of her marriage with her deceased husband, and two grandchildren, issue of a predeceased son. She left a last will and testament in nuncupative form by public act. A bequest in the will is the subject of this controversy and is as follows:
“I give and bequeath to my daughters, Mrs. Mary Yochum and Mrs. Cecelia Schroeder, one-third of my estate as an extra portion over that part of my estate which the law reserves to them, the balance of my estate I give to all of my ehildrea and the children of my deceased son in equal portion.”
The will named one of the heirs, George J. Untereiner, as executor with seizin and without bond. The appointment of the executor was confirmed by the court, and the will was duly probated and ordered registered and executed.
The executor, being in doubt as to the proper interpretation to be placed on the bequest in the will above quoted, took a rule on the two grandchildren of the deceased to show cause why the residue of the estate after the payment of all debts should not be distributed among the legatees in the following proportions: Mrs. Cecelia D. Sehroeder, io/8 e; Mrs. Mary Yochum, io/36; George J. Untereiner, V36; Charles P. Untereiner, V3 e; Peter J. Untereiner, 4/30; and Rupert and Ruth Untereiner, 2/3 <¡ each. None of the heirs were made parties to this rule except the two grandchildren of the deceased. On a trial the rule was dismissed, and judgment was rendered recognizing the two grandchildren, Ruth and Rupert Untereiner, as being entitled under the terms of the will to receive one-seventh of two-thirds each of the entire estate. This judgment was rendered on June 16,1916. Thereafter the heirs who were not parties to the prior proceedings brought the present action against the executor and the two grandchildren of the testator to have the legacy to the said Ruth and Rupert Untereiner reduced and restricted to that portion of the estate which the law reserves to them. The executor answered admitting all the facts set out in the petition, and averred that he was only carrying out the will as interpreted by the judgment previously rendered. The other two defendants (the two grandchildren) answered, that under the terms of the will they were entitled to receive one-seventh of two-thirds each, which interest had been recognized by judgment of the court, and they pleaded said judgment as res adjudicata in bar of plaintiff’s suit. The plea was sustained, and judgment was rendered rejecting the plaintiffs’ demand. The executor and all of the heirs except Ruth and Rupert Untereiner have appealed.
Opinion.
It is therefore ordered and decreed that the judgment apxxealed from be annulled and set aside, and that there now be judgment in favor of the plaintiffs and against the defendants reducing and restricting the legacy bequeathed to Ruth and Rupert Untereiner in the last will and testament of Mrs. Anna Mary Stahl Untereiner' to one-eighteenth-each in the property of the said succession, and that the defendants pay the costs -of both courts.
Reference
- Full Case Name
- Succession of UNTEREINER
- Cited By
- 3 cases
- Status
- Published
- Syllabus
- (Syllabus by Editorial Staff.) 1. Wills 53l(4) — Bequest to five children and two grandchildren equally means that each shall take one-seventh. A will which after making a bequest gave the balance of the estate to five children of the testator and two children of a deceased son in equal portions meant that each should receive one-seventh of such residue. 2. Wills Where a testatrix bequeathed to two of her daughters one-third of her estate as a portion above that which the law reserved to them, she exhausted her power of disposition except in the manner and to the extent provided by law, and could not give the balance of the estate to the five children and two children of a deceased child equally, but could only give the grandchildren the portion their father would have inherited if living. 3. Judgment Under Oiv. Code, art. 2286, relative to res judicata, a judgment on a rule taken by an executor on grandchildren of the testator for an interpretation of the will was not res judicata in a proceeding by the other heirs to reduce the legacy to the grandchildren because the testatrix had exhausted her power of disposition before making such legacy, as the cause of action, issue, and parties were not the same. 4. Judgment An executor was without authority or capacity to represent the heirs on the question of reduction of a legacy, so as to bind them by judgment.