Mabel Walter Rogers, Larry Frank Walter, Co-Trustee, Robert Wayne Veigel, Co-Trustee, Dorothy Ann Veigel Oswald and Jo Ann Veigel Eudy v. in Re: Ardella Veigel Inter Vivos Trust No. 2, Amarillo National Bank, Amarillo, Texas, Co-Trustee
This case involves an appeal from a summary judgment in favor of Amarillo National Bank (ANB) concerning various estates, trusts, and management agreements. The primary appellant, Robert Wayne Veigel (R.W.), contended that the trial court erred in granting summary judgment based on the statute of limitations, preventing him from pursuing counterclaims and requesting an accounting. R.W. argued that interests bequeathed by Charles R. Veigel were life estates, not trust interests, and challenged ANB's trustee fees and the lack of an accounting. The appellate court modified the summary judgment to declare that Charles Veigel's will granted life estates free of trust but affirmed the summary judgment regarding the statute of limitations barring R.W.'s claims for disgorgement of fees, accounting, and damages.