Allee v. Ruby Scott Sigears Estate

182 S.W.3d 772, 2006 Mo. App. LEXIS 126, 2006 WL 222611
CourtMissouri Court of Appeals
DecidedJanuary 31, 2006
DocketWD 64980
StatusPublished
Cited by5 cases

This text of 182 S.W.3d 772 (Allee v. Ruby Scott Sigears Estate) 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
Allee v. Ruby Scott Sigears Estate, 182 S.W.3d 772, 2006 Mo. App. LEXIS 126, 2006 WL 222611 (Mo. Ct. App. 2006).

Opinion

JOSEPH M. ELLIS, Judge.

Ruby A. Allee, Scott M. Davidson, and Mary Jane Foster (“Mary”; a/k/a Mary Jane Moyer), collectively referred to as “Appellants,” appeal a final judgment of the Circuit Court of Nodaway County finding, in favor of James J. Scott (“Jim”) and William S. Scott (“Bill”) (collectively referred to as “Respondents”), that the last will and testament of Ruby Scott Sigears (“Ruby”; a/⅛⅛ Ruby D. Scott), which was executed on February 25, 2000, as well as the beneficiary and warranty deeds she executed on the same date, were all valid and enforceable expressions of her intent.

At the time she executed the documents in question, Ruby was eighty-one years old and had four living children from her first marriage — two daughters (Joan Davidson *775 (“Joan”) and Mary) 1 and two sons (Jim and Bill). On February 25, 2000, Ruby executed a five-page will, two deeds (a beneficiary deed and a warranty deed), and a durable power of attorney, all of which were drafted by attorney Jeannie Trimmer (“Attorney Trimmer”).

On May 9, 2000, the daughters filed a petition seeking the appointment of a guardian and conservator for their mother. Jim’s wife, Jacqueline Scott (“Jackie”), filed a competing petition on May 23, 2000. After conducting what turned out to be a non-adversarial hearing, the court found Ruby to be fully incapacitated and disabled and appointed the Public Administrator of Nodaway County as the guardian of Ruby’s person and the conservator of her estate on June 14, 2000.

Ruby died on January 11, 2003. On March 5, 2003, the daughters presented a different, earlier will as Ruby’s last will and testament, which was not admitted to probate. 2 Instead, the February 25, 2000 will offered by Respondents was admitted. On April 22, 2003, the daughters filed a Petition to Contest Purported Will in which they averred that Ruby was not of sound mind and lacked sufficient mental capacity at the time she executed the will of February 25, 2000, and that the will was procured by the undue influence of Respondents. On May 27, 2003, the daughters also filed a Petition to Set Aside Deeds in which they averred that Ruby was not of sound mind and lacked sufficient mental capacity at the time she executed the deeds, and that the deeds were procured by the undue influence of Respondents. The trial court subsequently consolidated the actions. Joan died on March 9, 2004, after which her children (Ruby A. Allee and Scott M. Davidson) were substituted as parties.

The case was tried to the court on November 12, 2004. At trial, the court was presented with a variety of conflicting evidence on the issues of mental capacity and undue influence. On November 18, 2004, the court entered a judgment in favor of Respondents on Appellants’ claims of undue influence and lack of mental capacity, finding that Ruby’s February 25, 2000 will “was and is her own Last Will and Testament,” and that the beneficiary and warranty deeds she also executed on the same date “were and are expressions of her intention and are declared valid and subsisting, and shall be carried out according to their expressed intent.” On December 17, 2004, Appellants filed a Motion to Set Aside the Judgment and Grant a New Trial or To Reopen the Judgment for Additional Evidence, Amend or Make New Findings of Fact, and to Direct the Entry of a New Judgment, which was overruled on January 7, 2005. As authorized by sections 473.083.7, 512.020, and 472.160.1(14), 3 Appellants then filed a timely notice of appeal.

As in any court-tried civil case, we apply the standard of review set forth in Murphy v. Carron, 536 S.W.2d 30 (Mo. banc 1976).

[T]he decree or judgment of the trial court will be sustained by the appellate court unless there is no substantial evidence to support it, unless it is against the weight of the evidence, unless it *776 erroneously declares the law, or unless it erroneously applies the law. Appellate courts should exercise the power to set aside a decree or judgment on the ground that it is “against the weight of the evidence” with caution and with a firm belief that the decree or judgment is wrong.

Murphy, 536 S.W.2d at 32. “Great deference must be given to the trial court’s resolution of conflicts in evidence,” Hugenel v. Estate of Keller, 867 S.W.2d 298, 302 (Mo.App. S.D.1993), and we give due regard to the court’s opportunity to have judged the credibility of the witnesses before it. Tuchschmidt v. Tuchschmidt, 861 S.W.2d 741, 743 (Mo.App. E.D.1993). “Accordingly, the statement of facts which follows treats the evidence in a light most favorable to the judgment of the trial court and defers to the judgment of the trial court on matters in which the evidence is in conflict.” Kennedy v. Jasper, 928 S.W.2d 395, 397 (Mo.App. E.D.1996).

Ruby’s initial consultation with Attorney Trimmer, which occurred sometime prior to February 25, 2000, lasted two or three hours. During this meeting, which was also attended by Respondents at Ruby’s request, Attorney Trimmer had an extensive discussion with Ruby concerning how she wanted her will and general estate plan to be handled. Attorney Trimmer testified that in her experience, it was common for adult children to come in with elderly clients in need of estate planning services, and that she had met with Ruby “[l]ong enough to know if there was a problem.”

The disputed documents were executed at Attorney Trimmer’s law office on February 25, 2000. Jim and Bill testified that on both visits to see Attorney Trimmer, Ruby had driven herself to and from Attorney Trimmer’s offices in her own automobile, and that she had done so alone. Ruby, Attorney Trimmer and her secretary Stephanie Williams, Jim and his wife Jackie, and witness Kermit Goslee were all present when the documents were executed. At Attorney Trimmer’s suggestion, Jim videotaped these proceedings, 4 and the VHS tape was admitted into evidence and viewed both during the hearing and by the trial court in chambers.

As relevant here, the will, which was properly notarized and attested, provided that “[a]ll real and personal property which I shall own at my death shall be divided equally between my two sons: William Scott and James Scott, with each son to receive an undivided one-half (1/2) interest which is to be held as tenants in common.” The will further stated: “I intentionally make no provision in this my Last Will and Testament for my daughters, Joan Davidson and Mary Jane Moyer, having already given large amounts of money to them during my lifetime and having been poorly treated by them. Note that my daughter, Kathleen Steinhauser, has predeceased me.” The deeds executed by Ruby granted Respondents half ownership interests in certain Missouri real estate owned by her, and the durable power of attorney appointed Jackie as Ruby’s attorney in fact.

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Bluebook (online)
182 S.W.3d 772, 2006 Mo. App. LEXIS 126, 2006 WL 222611, Counsel Stack Legal Research, https://law.counselstack.com/opinion/allee-v-ruby-scott-sigears-estate-moctapp-2006.