Ace A. Carpenter and Sandra Carpenter v. Kathleen r. Carpenter

CourtMissouri Court of Appeals
DecidedApril 30, 2024
DocketWD86351
StatusPublished

This text of Ace A. Carpenter and Sandra Carpenter v. Kathleen r. Carpenter (Ace A. Carpenter and Sandra Carpenter v. Kathleen r. Carpenter) is published on Counsel Stack Legal Research, covering Missouri Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ace A. Carpenter and Sandra Carpenter v. Kathleen r. Carpenter, (Mo. Ct. App. 2024).

Opinion

MISSOURI COURT OF APPEALS WESTERN DISTRICT

ACE A. CARPENTER AND ) SANDRA CARPENTER, ) ) Appellants, ) WD86351 ) v. ) OPINION FILED: ) KATHLEEN R. CARPENTER, ) April 30, 2024 ) Respondent. ) )

Appeal from the Circuit Court of Platte County, Missouri Honorable Thomas Fincham, Judge

Before Division Four: Gary D. Witt, Chief Judge Presiding, Janet Sutton, Judge, and Daniel White, Special Judge

Ace A. Carpenter and Sandra Carpenter (the Carpenters) appeal a judgment entered by

the Platte County Circuit Court (trial court) granting their petition for partition and ordering the

sale of certain property in Parkville, Missouri, owned by the Carpenters and Kathleen Carpenter

(Kathleen). 1 The trial court’s judgment ordered that Kathleen receive the first $496,000 from the

property sale’s proceeds and the remainder of the proceeds to be split evenly between Kathleen

and the Carpenters. On appeal, the Carpenters contend that there is no substantial evidence to

1 Because the involved parties share the same surname, for ease of reference, we periodically refer to the parties individually by their first names. We mean no familiarity or disrespect. support the trial court’s judgment awarding the first $496,000 of the property sale’s proceeds to

Kathleen. We affirm in part and reverse and remand in part for entry of a judgment consistent

with this opinion.

Factual and Legal Background

This appeal arises out of an April 2022 action filed by the Carpenters to partition a

property with a warehouse on it located in Parkville, Missouri. The appeal focuses on the trial

court’s award of the first $496,000 of the partition net sale proceeds as reimbursement to

Kathleen before then dividing the balance between the parties. The following evidence was

adduced at the March 2023 bench trial on the matter.

Evidence at Trial

Ace, age 81, and Sandra, age 79, are husband and wife. For many years, Ace and Sandra

had an interior design and floor-covering sales and installation business known as Sandy

Carpenter Interiors. Around 1994, Ace and Sandra gifted their son James Carpenter (James) this

business which James then incorporated as Carpenter’s Floorcovering, Inc. (CFI). At the time,

Kathleen was married to James. In August 1994, the Carpenters and Kathleen and James

purchased a real estate lot in Parkville, Missouri. (The property). At this same time, the joint

venture 2 also opened a checking account and each couple deposited $3,000 into the account.

This account was to accept rents from tenants of the future warehouse and to pay out profit

distributions to the four individuals.

The property was purchased in the names of Ace and Sandra as husband and wife and

James and Kathleen as husband and wife, with each couple owning a one-half undivided tenancy

2 We refer to Ace, Sandra, James, and Kathleen and their business arrangement collectively as the “joint venture” and note that the four did not form a corporation.

2 by the entirety interest in the property. The property’s purchase price was $31,000. Kathleen

testified that she and James paid for the property with a personal cashier’s check from their

savings account, that Ace and Sandra did not contribute money to the property’s purchase, and

that Kathleen was never reimbursed. Sandra testified that although Kathleen wrote the check for

the property at the closing, “very soon after” she reimbursed James $15,000 for the Carpenter’s

one-half share of the property’s purchase price. Sandra testified that the source of the funds for

the Carpenter’s contribution to the property purchase was a home equity loan, but she

acknowledged that she did not have records showing the $15,000 payment or the home equity

loan.

A $135,000 loan was taken out to construct a warehouse on the property. 3 Kathleen

testified that she and James paid the loan back in full. Kathleen offered, and the trial court

admitted, Exhibit E, which consisted of check registers establishing that she transferred $130,000

from a personal account into the joint venture’s bank account to pay for the warehouse

construction. Kathleen testified that the Carpenters did not contribute money to the warehouse’s

construction or to the bank loan, and Kathleen was not reimbursed for her payment of $130,000

for the warehouse construction.

Sandra testified that she was the joint venture’s bookkeeper for approximately twenty-

eight years, and that on December 1, 1995, James was reimbursed $130,000 for the building

construction expenses. In support of this, the Carpenters introduced Exhibit 9, the “warehouse

account[’s]” itemized profit and loss statement for January 1994 through December 1995,

showing a December 1, 1995, entry of a $130,000 reimbursement to James. Sandra also testified

3 An exhibit was introduced into evidence at the trial about this loan, but this exhibit was not included in the record on appeal for our review.

3 that Exhibit 9 showed that the joint venture reimbursed James for the interest on the loan to

construct the warehouse, and that the joint venture also paid for various work done on the

property during 1994 and 1995 when the warehouse was built. 4

Ace testified that he cleared the land and got it ready for the warehouse construction and

acted as the contractor. He stated, “Our agreement with my son [James] was that he would put

up the finances and I would do the work and get it done because he had to work, he had to lay

carpet to make a living, and I did so.” Ace also testified that he paid for and completed many

repairs and other work on the warehouse and that he was not reimbursed for those expenses. Ace

agreed that he did not personally contribute cash for the original warehouse construction, but that

he was the contractor for the project which acted as an “equal trade-out” for the work Ace did

with the capitol James provided. Ace acknowledged that he did not have any corroborating

receipts for the work and money he contributed to the warehouse.

In November 2006, CFI took out a $150,000 business loan to construct an addition to the

warehouse. Kathleen testified that she and James paid back the loan out of their personal

resources and it was paid in full by 2010. The Carpenters did not pay any money toward the

$150,000 loan. The Carpenters did not testify about any contributions to this business loan,

although Ace testified generally that he did repairs and other work on the property. Exhibit K

contained pages from CFI’s 2006 check register and also invoices for materials, labor, and other

expenses incurred for the warehouse’s addition. The various invoices were billed to CFI, James,

Kathleen, Ace, and Sandra. Kathleen testified that the expenses in Exhibit K were paid by CFI.

4 Exhibit 9 included entries showing payments for building expenses to Lock Steel Building, an architect, and for brick, concrete and gravel, plumbing, building materials, excavating and electrical work.

4 In December 2012, Kathleen and James Carpenter’s marriage was dissolved. After the

dissolution, each owned a one-quarter interest in the property separately as set out in the

dissolution judgment. James also executed a beneficiary deed at that time granting Kathleen his

interest in the property upon his death. Also, as part of the dissolution, Kathleen was divested of

her interest in CFI leaving James as the sole shareholder. James and Kathleen continued to work

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Ace A. Carpenter and Sandra Carpenter v. Kathleen r. Carpenter, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ace-a-carpenter-and-sandra-carpenter-v-kathleen-r-carpenter-moctapp-2024.