Aetna Life Insurance Co. v. Litteer

621 S.W.2d 376, 1981 Mo. App. LEXIS 2998
CourtMissouri Court of Appeals
DecidedSeptember 1, 1981
DocketNo. 31669
StatusPublished
Cited by11 cases

This text of 621 S.W.2d 376 (Aetna Life Insurance Co. v. Litteer) 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
Aetna Life Insurance Co. v. Litteer, 621 S.W.2d 376, 1981 Mo. App. LEXIS 2998 (Mo. Ct. App. 1981).

Opinion

NUGENT, Judge.

Deborah Faye Litteer appeals from a circuit court judgment in this interpleader action directing that the proceeds of a life insurance policy paid into court by the plaintiff be distributed to a non-party, the estate of Rickey Joe Litteer, deceased. We reverse and remand the case to the trial court for further proceedings.

In July, 1974 Rickey Joe Litteer married defendant-appellant Deborah Faye Litteer who bore his son, defendant James Dennis Litteer. The couple separated in January, 1975 and their marriage was dissolved in August, 1977. Before the dissolution of their marriage, the Litteers entered into a separation agreement mutually releasing each other of all claims. The record does not disclose in whose custody the child was before or after the dissolution or who contributed to his support. On December 20 that year Rickey Joe Litteer died of accidental injuries. At that time his life was insured in the amount of $10,000 by a policy in which his then former wife, Deborah Faye, was the named beneficiary.

Rickey Joe Litteer was survived by his mother, defendant Loye M. Downing. His son’s maternal grandmother is defendant Cleo O. Thompson. After his death, Mrs. Downing and Mrs. Thompson were appointed by the probate court of Clay County as co-guardians of the person and of the estate of the minor son. That court placed the child in the custody of Mrs. Thompson. Apparently, at least since his father’s death, Mrs. Litteer has not contributed to the support of the boy. Nothing in the record reveals what other assets Mr. Litteer owned, what other policies of insurance existed on his life or what death claims may have been asserted on behalf of the son. The estate of Rickey Joe Litteer, deceased, was opened in Clay County and, apparently, a document purporting to be his will was filed for probate therein.

The Aetna Life Insurance Company, aware of the conflicting claims of defendant Deborah Faye Litteer and her son to the proceeds of the life insurance policy, filed this interpleader action naming as defendants the son, Mrs. Litteer, Loye M. Downing and Cleo O. Thompson, the latter two as co-guardians of the person and of the estate of the boy. The trial court ultimately discharged Aetna. Issues were joined between Mrs. Litteer and the son and one of his co-guardians, Mrs. Downing. The estate of Rickey Joe Litteer, deceased, was not made a party and no appearance was made on its behalf by its representative, Loye M. Downing, although she appeared and answered in her capacity as co-guardian of the son.

In her pleadings Mrs. Litteer cross-claimed against her son and his two guardians, praying judgment for the sum deposited by the Aetna pursuant to its interpleader action. Defendant Cleo O. Thompson answered the plaintiff’s petition, but never [378]*378responded to the cross-claim. Defendant Loye M. Downing answered the petition and the cross-claim. In response to the plaintiff’s petition and to Mrs. Litteer’s claim, Mrs. Downing asserted that Mrs. Lit-teer in paragraph C of the separation agreement hereinafter set out had released her rights to the proceeds of the insurance policy and that she had “under oath ... relinquished any right ... in and to the proceeds of said insurance policy and further agreed that same could be paid into the estate of Ricky [sic] Joe Litteer for the benefit of his son.... ” Those pleadings do not mention any will of Mr. Litteer. Mrs. Downing sought an order directing that the proceeds of the insurance policy be distributed to the estate of Rickey Joe Litteer.

In October, 1979 Deborah Faye Litteer filed her motion for summary judgment which the trial court overruled five days later. Thereafter, the parties filed a waiver of trial by jury in which they also agreed to submit the claims of the respective parties to the court upon a stipulation of facts. Among other things in the stipulation, the parties agreed that Mrs. Litteer had signed a separation agreement which contained this clause:

C. Other Property, Mutual Release and Waiver. Subject to the provisions herein contained, all other property, real or personal, wheresoever situated, now owned or hereafter acquired by either party, individually, shall be and remain the sole and separate property of said party, free from all rights or interest of the other, and each hereby releases and conveys to the other all his or her interest in the property of the other now owned or hereafter acquired.

The stipulation contained no agreement as to the alleged relinquishment by Mrs. Lit-teer of her rights to the policy proceeds and no reference to a will allegedly executed by Mr. Litteer.

One month after the filing of the stipulation and sixteen weeks after the order overruling defendants’ motion for summary judgment, however, in a pleading purporting to oppose the already-overruled motion for summary judgment, Mrs. Downing directed the court’s attention to the last will and testament of Rickey Joe Litteer appearing to have been executed in September, 1977 after the dissolution of the Litteer marriage. The purported will, an unverified copy of which was attached to the pleading, provided:

It is my desire that my mother, Loye M. Downing, be the sole Executor of my estate to include all insurance policies and benefits, bank accounts and my total net worth at the time of my death, so that she may provide for my minor son, James Dennis Litteer.
I am making this will because of the lack of responsibility and mental health of my former wife, Debbie F. Litteer. In case of my death, I feel my mother would be the only person I would trust to look after the well-being and interests of My son . .. and I do devise and bequeath all the rest and residue of my estate, both real, personal and mixed, to My son, James D. Litteer.

Mrs. Litteer promptly filed suggestions in opposition to Mrs. Downing’s newest pleading, strenuously protesting the violation of the agreement to submit the case to the court upon the stipulated facts and vigorously opposing the reference to extrinsic evidence of the purported will. She also stoutly denied that she had renounced or relinquished any of her rights after Mr. Litteer’s death.

Thereafter, the trial court entered the following order:

This case coming before the Court upon stipulation of facts as well as briefs for summary judgment and further briefs upon the stipulation, and the Court having considered all the briefs and facts, does rule as follows:
1. Defendant Loye Downing’s presentment of the will while procedurally improper is dispositive of the case, and therefore will be considered although defendant, Deborah Faye Litteer’s objection is noted.
2. Based upon Connecticut General Life Insurance Company v. Peterson, 442 [379]*379F.Supp. 533 W.D. Mo. 1978, the Court finds that a will may change the designation of a beneficiary in an insurance policy-
THEREFORE, IT IS ORDERED, ADJUDGED AND DECREED that the remaining proceeds of the insurance policy paid into court by the plaintiff be distributed to the estate of Ricky [sic] Joe Lit-teer, Number 9794 now pending in the Probate Court of Clay County, Missouri, and the costs are assessed against defendant Deborah Faye Litteer.

After this cause was argued and submitted, the parties attempted to correct the omission as a party in the trial court of the personal representative of the estate of Rickey Joe Litteer, deceased.

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Bluebook (online)
621 S.W.2d 376, 1981 Mo. App. LEXIS 2998, Counsel Stack Legal Research, https://law.counselstack.com/opinion/aetna-life-insurance-co-v-litteer-moctapp-1981.