CORA M. WALTER, EMMA WILLIAMS and ANNA A. BRAND, Appellants, v. KATHERINE ALT, JOSEPHINE M. ALT, LYDIA A. RUETNER, KATHERINE ALT and JOSEPHINE M. ALT, Trustees under the Will of JOHN ALT, and KATHERINE ALT and JOSEPHINE M. ALT, Executrices under the Will of JOHN ALT.
152 S. W. (2d) 135
Division One
June 12, 1941.
We now consider the amended alternative writ. In substance, it commands respondents (a) to vacate all orders pertaining to the appointment of Hinton & Robinson administrators; (b) appoint relatrix sole administratrix of the estate of Lewis J. Neal, deceased; (c) and thereafter make no order in anywise affecting her appointment as sole administratrix of said estate.
However, relatrix did not, in the Court of Appeals or in this court, ask leave to amend the alternative writ by striking therefrom the allegations commanding respondents to appoint her administratrix, and, if appointed, to make no order affecting said appointment. Furthermore, the record considered, this court would not be justified in amending the writ of its own motion. In this situation the question of the validity of the appointment of Hinton & Robinson as administrators should not be considered in this action.
The peremptory writ should be denied. It is so ordered. All concur.
Neuhoff & Millar for appellants.
The will was executed July 17, 1937, thirteen days after testator‘s 91st birthday. Testator failed rapidly the last six months of his life, became bedfast in September and died in December, 1937, of the infirmities of old age.
The will devised the Conway Road residence in trust for his unmarried daughters for life and, upon the death or marriage of the last survivor, to his then living descendants; per stirpes. Katherine and Josephine were each bequeathed $1,000 and the residue to the six daughters, each to be charged with all loans, advancements and interest. Katherine and Josephine were named as trustees of the trust property and as executrices.
Testator had executed prior wills in 1927, 1931, and 1933, with codicils to the 1933 will in 1935 and 1936. All except the will of 1931 were filed with the probate court, but not admitted to probate. Each of these wills contained a devise of the Bemiston Avenue property in trust for his unmarried daughters. The trust for his unmarried daughters was his wife‘s idea. Each of these wills bequeaths $1,000 each to Josephine, Katherine and Cora.
It is conceded that in 1927 testator was sound in body and mind and there is no intimation that the will of April 5, 1927, was other than the embodiment of testator‘s own desires. All wills bequeath the residue of testator‘s estate to his six daughters. The 1933 will was executed six days after the death of testator‘s wife. The first codicil (1935) was executed sixteen days after Cora‘s marriage. It annulled the $1,000 special legacy to her, her marriage having been opposed by testator. The second codicil (1936) was executed three days after certain property was acquired from one Dielmann. This codicil changed the trust res for the unmarried daughters from the Bemiston Avenue to the Dielmann property. The last will, executed two days after the Conway Road property was acquired, devised the Conway property in trust for the unmarried daughters.
In addition to the charge of testamentary incapacity, the petition charged undue influence by Katherine and Josephine and conspiracy by them to cause testator to convert substantially all his property
It is important, therefore, to review the history of testator‘s property holdings. In 1934, when his employment by the City of Clayton stopped, testator owned the home on Bemiston Avenue, property on Denny Road and two parcels of land in Texas. His then indebtedness does not appear. The Denny Road property was sold for $32,800 and testator received a note for $24,000 secured by deed of trust. On December 28, 1934, the $24,000 note was pledged as collateral to secure a loan of $10,000. Apparently the proceeds of this loan were used to take up prior obligations and notes testator had signed for his daughters and others. On August 12, 1936, testator acquired from one Dielmann a house and 15 acres of land on Zimmer Lane. The consideration was $11,500, of which $6,950 was paid by executing a note and deed of trust on the property. In September, 1936, a contract was entered into for repairs on the property, but before the repairs were finished, or the property was occupied, it was sold for $19,500 and a profit of approximately $3,000 realized. How the consideration was paid does not appear. In the meantime, testator, on January 7, 1937, borrowed $4,000 on the Bemiston Avenue property. On July 15, 1937, the Conway Road property was acquired, apparently for $7,500. On July 30, 1937, a contract was made for repairs on this property and for the addition of two rooms and a bath. Testator moved into the property November 11, 1937. On November 16, 1937, a contract was signed for the sale of the Bemiston Avenue property for $9,000. The $4,000 loan against the property was raised to $5,000 and the property conveyed subject to this encumbrance. The inventory of testator‘s estate shows the Conway Road property appraised at $12,000, the Texas properties $340 and $108, and personal assets $9,936.42, of which $1700 was due from Lydia, $100 from Katherine and $2,063.96 from Anna. The
Prior to 1934 and under oral authority from her father, Cora assisted him in looking after his financial affairs. By arrangements with the banks both signed all checks, but when Cora planned to marry against her father‘s wishes, a settlement was had and she turned over all papers to him. Later testator became liberal in signing notes for his daughters and others. Upon Katherine‘s suggestion, but with the written consent of all sisters except Cora, Katherine was given a power of attorney. She attended to certain business for testator; however, testator signed all checks with her, and the power of attorney and all contracts, deeds, notes and deeds of trust were executed by testator personally. There was evidence that Cora and Katherine, both, signed the collateral agreement with the bank, with testator. In
Emma, Anna and Cora are contestants. Emma married and left the home in 1905. Apparently her husband was not on friendly terms with testator. Anna did secretarial work for twelve years, but married in 1915 and left the home. Her husband died in 1930, but she did not return to the home. Cora taught school for sixteen years and then married a police officer. The marriage was opposed by her father and sisters. Josephine, Katherine and Lydia are proponents. Josephine had spent her entire life (59 years) at home and cared for her mother and father in their last illnesses. She never married. Katherine was a registered practical nurse. She married in 1901, was divorced about 1911, and returned to her father‘s home. Lydia married and raised a family, but was residing in the home when her father died.
The circumstances attending the execution of the will were shown only by proponents’ witnesses. On July 15, 1937, testator talked to one Stevens, an attorney, on the telephone with reference to changing his will and leaving Cora out. A new will was advised and a letter of instructions requested. The letter of instructions was written. It directed the Conway Road property be substituted for the Bemiston Avenue property as the trust res; and that Cora‘s name be omitted from the section providing $1000 legacies and the paragraph naming executrices. The letter, forwarded in a sealed envelope, was accompanied by the 1933 will and the two codicils. That the letter was in testator‘s handwriting and was written and signed by him was not disputed at the trial. The will was prepared by Mr. Stevens, was returned, and later executed by testator. One of the subscribing witnesses testified as to the details of the execution of the will, the conversation had with testator, then gave his opinion that testator was of sound mind when the will was executed. Certain proof as to signatures was stipulated.
Contestants offered no direct evidence as to the mental or physical condition of testator on the particular date of the execution of the will, but covered the general period, before and after. Testator‘s daughters, Cora and Anna, were the principal witnesses for contestants. Cora testified that in 1934, in filling out applications for permits for excavations in the streets, testator would get water permits mixed with gas permits; that he was asked to resign his position with the city; that by agreement with the banks two signatures were required on his checks; that he was hard of hearing; that he was a large man and his legs had given out; that he walked with a cane; that he held to both rails in getting up and down stairs; that there was no bath on the first floor and in 1933 and 1934 he would “relieve himself in the daytime” on the front porch or in the yard; that on one occasion he cut a splint off his finger after the doctors had put it
In 1934 and 1935 he had an apparatus to get in and out of the bath tub to keep from falling and he would get up in the night, take a bath and splash water out of the tub. He wore eyeglasses and used them up until the time of his death. He pulled hair out of his nostrils and scratched brown spots on the back of his hands, irritating the skin. In 1933 and 1934, he made statements accusing the doctor of causing the brown spots and irritation. He thought that a high forehead denoted intelligence
He would sit in his chair with his eyes closed and his mouth open and you had to speak loud to let him know you were there. In May, 1937, Cora saw him using both hands to eat, one to lift the other. He had laryngitis for three weeks in 1937. He became bedfast in September, 1937, and was moved to the new home in an ambulance. On her visits after that he had his shoulder drawn up, pains in his arms, no feeling in his legs, and his neck was stiff. On one occasion she came in his room and he thought she was Anna. Over objection she was permitted to testify that, upon the facts stated by her, in her opinion her father was of unsound mind in July, 1937.
On cross-examination she admitted her father opposed her marriage and had her make a settlement of his affairs; that she accepted the transfer of an automobile title from him in 1933; that she accompanied him when he made the wills of 1927 and 1933; that she signed his checks and transacted his business on his oral authority until February, 1935; that he was alright then, except in some instances; that he signed notes for her and Anna in 1932 and 1933 and paid them; that on March 2, 1935, he paid money to her which Anna had borrowed; and that he told her, if she would stay at home, he would leave the place in trust for her. She identified a sheet in testator‘s handwriting showing notes paid off for Anna between 1917 and 1935.
Anna testified that, towards the last, her father could not use the telephone and was deaf as he could be; that he could not walk without assistance and would have others use the telephone for him; that he was very old, slept much, made “terrible faces” when he slept, scratched his hands, and at one time got white shoe polish and put it on his hands by mistake for his “lotion.” Once or twice in 1937 she saw her father when he appeared to be reading a newspaper, but when asked, he didn‘t remember what he had read. She said that he read patent medicine ads and would send for such medicines to keep from
On cross-examination she said she charged groceries to him with his consent in 1936 after she lost her job; that in July, 1935, he paid a $450 note for her; that he was of unsound mind when he endorsed a $1135 note for her; that he would have days when he would act like he was in a coma; that his mind was unsound when the power of attorney was signed for Katherine, although she signed an approval of the appointment; that his mind was unsound when the Denny Road property was sold for $32,800, but he took her advice and sold it; that she drew up the papers which her father signed for the purchase of the Dielmann property; that she recommended its purchase; that the price was agreed upon between Mr. Dielmann and her father, but her father was incapable of transacting business then or when the property was sold at a profit of $3,000.
Emma testified her father was “of unsound mind at times;” that the power of attorney was signed up so her father could not sign any more notes; that all endorsed their approval, except Cora; that witness signed it before her father and when he started to read it, he couldn‘t finish it and her sister explained it to him; that it was signed so Katherine could help with his affairs, but that Katherine had said they had to do something or he would spend all of his money. She admitted her father paid her taxes for her in 1934.
Alfred Kerth testified testator was much aroused about rumors before Cora was married and said he was having trouble at home; that he had to speak loud to testator when the agreement was made to pledge the $24,000 note as collateral in December, 1934, but that testator‘s mind was perfectly sound when the 1933 will was written and when the collateral agreement was signed.
Dr. H. A. Goodrich saw testator September 17, 1937 to treat his hands for chronic dermatitis, an inflamed condition of the skin causing intense itching and burning. On September 29, 1937, witness had made a notation on his records that testator was mentally confused. He said testator was suffering from chronic arthritis and arteriosclerosis or hardening of the arteries; that his mentality was about the usual of any one of his advanced age; and that the conditions he observed did not come on suddenly.
There was evidence that on one occasion in 1937 he did not recognize a city employee he had known, until the man gave his full name; that two months before he died he asked a visitor about a man that had been dead for several years, about Mayor Atwood, who was out of office, and about the city campaign, when none was on in the off year; and that he had said he wanted to sell the Denny Road property (sold in 1934). We shall later refer to proponents’ evidence.
On the question of undue influence, in addition to contestants’ evidence previously stated, there was evidence that in 1937 no callers were present at any time Cora visited her father; that in May or June a caller came, but was not permitted to see testator; that a Mr. Fuszner tried to see him in 1936 to get an affidavit to establish the age of a friend, but Josephine said her father was playing cards in the other room and she didn‘t think he could remember just how old this man was anyway and she didn‘t care for him to sign any papers; that after 1934 when Cora visited her father, her sisters were there in his presence at all times; that in 1930 testator said he wanted a composition roof put on the Bemiston Avenue house, but Cora, Josephine and Katherine said they were going to have a shingle roof put on, and a wood shingle roof was put on. In 1933 Josephine burned testator‘s 1931 will, but the circumstances, and how the will came to be burned, do not appear. In 1933 testator said, “I am going to give Em (Emma) $1,000, I have never given her anything,” and Katherine said to Anna, “We certainly will have to take care of his money; he wants to give Emma $1,000 and I told him, he didn‘t have $1,000 to give away.” Before the Dielmann property was purchased, “Katherine was trying to locate some property where she could have started a convalescent home out in the county” and the Dielmann property met her requirements. In September and October, 1938, and long after her father‘s death, Katherine, while residing in the
After the power of attorney was executed on February 28, 1935, Katherine wrote out her father‘s checks for him and signed them after he signed them. There was an understanding with both banks where he kept a checking account about the situation. Katherine became familiar with her father‘s financial affairs from the time the power of attorney was executed. Katherine said to Josephine, in Anna‘s presence, “Well, when I get my hands on that money, we are going to get everything we want, we are going to buy everything we want, and when he closes his eyes there won‘t be anything left for the in-laws.” Testator had a safety deposit box in the First National Bank and Katherine had access to it. About the middle of July, 1937, Anna heard Josephine request her father to sign a paper and also heard her say that she wanted him to copy the paper just the way it was and told him she would bring the table and ink. No statement was made as to what the paper contained. The paper had something written on it, but witness was not shown the paper. The content of the paper and whether it was actually copied or signed by testator did not appear from the testimony.
While testator had laryngitis, in August, 1937, and was lying on his couch, his daughter, Anna, took a newspaper and
After the Dielmann property was purchased in 1936, Anna inquired of Katherine about what was being done with her father‘s property and about the cost of different things, but received no answer, only that they didn‘t have the bills and that the bills weren‘t in yet. About a year before testator died, Katherine, in the presence of her father, but speaking so he couldn‘t hear, told Anna, “I am going to get him to sign some blank checks so if anything happens to him, we have got those checks on hand.”
Testator told Joe Kattmann in 1937 that he had lived in the Bemiston Avenue place so long he would like to live there the remainder of his days, but that “they thought it would be better for him to go out in the country where the bathroom would be on the first floor.” Katherine and Josephine, also, asked Joe Kattmann to tell testator that it would be best for him to go out in the country. According to Anna, in July, 1937, Katherine returned home and her niece inquired “Did you get it” and she said, “Yes, I bought it” and Katherine then
Katherine was present when the codicil of August 15, 1936, which changed the trust res from the Bemiston Avenue property to the Dielmann property was prepared. She did most of the talking to the attorney and her father said very little. During the conference, Katherine was heard to say: “Dad, this is to change the address.” Katherine did not consult Emma and Cora about testator‘s business after they consented to the execution of the power of attorney. Katherine bought all of testator‘s clothes for him, paid all bills and household accounts, and “handled his financial affairs.” The foregoing is, we believe, a fair statement of contestants’ evidence on the two issues.
Numerous witnesses were produced by proponents. Some were near neighbors and old friends of testator who had known him a long time, and had visited and played cards with him during the last years of his life. Others had transacted business with him in the buying and selling of land, the making of contracts, or in the preparing and witnessing of prior wills and codicils. This evidence is too extensive to be set out here. The witnesses testified that testator was of sound mind, until long after the execution of the last will. Many of the statements of contestants’ witnesses, heretofore set out, were expressly denied, but we are not concerned here with the weight and value of evidence, but only as to whether there was any substantial evidence to show either lack of testamentary capacity or undue influence. Little of proponents’ evidence aids contestants’ case and little is referred to by contestants in argument. Evidence mentioned is that Katherine admitted that testator had cataracts on both eyes, and that she wrote out most of testator‘s checks for him after 1935; however, she said he could read and did read the papers until about October, 1937, and that he signed all checks with her.
In determining the sufficiency of evidence on demurrer, “the court may properly reject evidence which is contrary to the physical facts, or to known physical laws, or which is the result of evident mistake or ignorance, or, in short, when the evidence itself, or the other established facts, discloses its inherent infirmity. In doing this, however, the court does not weigh the evidence in the judicial sense of that term.” [Clark v. Atchison & Eastern Bridge Co., 333 Mo. 721, 62 S. W. (2d) 1079, 1082; State ex rel. Kansas City Southern Ry. Co. v. Shain, 340 Mo. 1195, 105 S. W. (2d) 915, 920; Grange v. Chicago & Eastern Illinois Ry. Co., 334 Mo. 1040, 69 S. W. (2d) 955, 961.] In this case evidence of testator‘s condition before and after the date of the execution of the will has no probative value,
“A testator with mind enough to understand, the ordinary affairs of life,
Was there substantial evidence that, on the date testator executed the alleged will, he did not have mind and mentality enough to understand the ordinary affairs of life, or the value, nature and extent of his property, or the number and names of the persons who were the natural objects of his bounty and with reference to their conduct and treatment of him, their capacity and necessities, or that he did not have active mind memory enough to know he was giving his property to the devisees mentioned in his will, in the manner therein stated.
In this case, considering contestants’ evidence as a whole and in connection with conceded facts, we are of the opinion that there was no substantial evidence of lack of testamentary capacity at the time the will was executed and that contestants did not make a submissible case for the jury on the issue of testamentary incapacity. [Callaway v. Blankenbaker, supra; Rex et al. v. Masonic Home of Missouri et al., supra; Smarr v. Smarr, supra.]
On the question of undue influence contestants rely particularly on the testimony of Anna, that about the middle of July she heard Josephine request her father to sign a paper and to copy a paper just as it was, and the attempted inference is that the copy was made by testator and that the copy was the letter of directions to Attorney Stevens, which was in evidence. We think this evidence did not rise above speculation and conjecture and was wholly insufficient upon which to base such an inference. The demurrer did not admit forced and violent inferences. [Beckmann v. Beckmann, supra, 331 Mo. 133, 52 S. W. (2d) 818, 820.]
It is contended further that callers were systematically kept away, because none were present when contestants came and because one caller was turned away. Contestants say proponents had a settled policy of never allowing contestants to be alone with their father. The evidence was that Cora and Emma came on an average of once each week, after 1934, and that Anna came almost every night in 1937 and Katherine and Josephine were always there. Reference is made to the testimony that Josephine had burned the will of 1931, and it is said that this “alone is definite evidence of domination.” Whether the will was burned intentionally or by accident or inadvertance or by direction of testator does not appear. Reference is made to Josephine‘s burning of patent medicine pills, or rejuvenating medicines, to the fact that Katherine bought testator‘s clothes, had a power of attorney, had access to his safe deposit box, paid the bills for the household, wrote out the checks and signed them with her father, and handled the preliminaries and the closing of the purchase of the Conway Road property. Contestants say that testator was physically and mentally helpless and dependant upon Katherine and Josephine, and that they were in “complete and continuous domination” of testator‘s person and property. It is also contended that Katherine occupied a fiduciary relationship and was in charge
After a careful review of the whole of contestants’ evidence and considering the same as true, disregarding proponents’ evidence, except as it aids contestants’ case, and allowing all favorable inferences that a reasonable person could draw from all the evidence, we are unable to find any evidence from which a reasonable and favorable inference can be drawn that the will was the result of undue influence. We find no substantial evidence that Katherine and Josephine “unduly influenced” testator in the execution of the purported will or that prior thereto they conspired to influence and did influence testator to convert substantially all of his property into the Conway Road property and to leave it in trust for them.
Our conclusion upon the whole case is that there was no issue for the jury on either testamentary incapacity or undue influence and that the trial court properly directed a verdict sustaining the will. The judgment is affirmed. Hyde and Bradley, CC., concur.
PER CURIAM: - The foregoing opinion by DALTON, C., is adopted as the opinion of the court. All the judges concur.
