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Meyer v. Purcell
405 S.W.3d 572
Mo. Ct. App.
2013
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Background

  • Purcell & Amen LLC challenged a jury verdict in a legal-malpractice action brought by the Estates of Steve Boliance and Anna Holtz.
  • Estates alleged Purcell negligently advised Niece to retitle assets to herself, undermining the decedents’ estate plans.
  • Niece, advised by Purcell, transferred assets into her name; after deaths, she held title to substantially all assets.
  • Estates demanded an accounting and return of assets; Purcell and Niece delayed, ultimately asset recovery occurred after probate litigation.
  • Jury awarded Estates $256,896 in compensatory and $600,000 in punitive damages; trial court denied motions for new trial; appellate court reverses punitive damages but affirms other rulings.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether punitive damages were properly submitted Estates Purcell Punitive damages submission reversed; no clear and convincing proof of intent
Whether punitive-damages instructions were proper Estates Purcell moot; punitive-damages issues reversed on appeal
Whether Estates’ legal-malpractice claim was submissible Estates showed damages and causation. Purcell No error; Estates presented substantial evidence of negligence and causation; claim submissible
Whether exclusion of evidence on attorney-fee reasonableness was erroneous Estates Purcell No abuse of discretion; fees are determined by judge; contingency-fee reasonableness well-established
Whether admission of Niece’s statements about trust/arising-assets was reversible Estates Purcell Preservation issues; admission not reversible; point denied

Key Cases Cited

  • Hoover’s Dairy, Inc. v. Mid-America Dairymen, Inc./Special Products, Inc., 700 S.W.2d 426 (Mo. banc 1985) (negligence generally not punishable; punitive damages require egregious conduct)
  • Kaplan v. U.S. Bank, N.A., 166 S.W.3d 60 (Mo. App. E.D. 2003) (submissible standard for punitive damages; egregious conduct required)
  • Steward v. Goetz, 945 S.W.2d 520 (Mo. App. E.D. 1997) (proximate causation in legal malpractice requires expert or clear palpable evidence)
  • Giddens v. Kansas City Southern Ry. Co., 29 S.W.3d 813 (Mo. banc 2000) (submissible evidence standard in negligence cases)
  • Seitz v. Lemay Bank and Trust Co., 959 S.W.2d 458 (Mo. banc 1998) (duty, breach, causation, damages framework in negligence)
Read the full case

Case Details

Case Name: Meyer v. Purcell
Court Name: Missouri Court of Appeals
Date Published: Jul 16, 2013
Citation: 405 S.W.3d 572
Docket Number: No. ED 97630
Court Abbreviation: Mo. Ct. App.