Applegate v. Brown

344 S.W.2d 13, 1961 Mo. LEXIS 691
CourtSupreme Court of Missouri
DecidedMarch 13, 1961
Docket48266
StatusPublished
Cited by5 cases

This text of 344 S.W.2d 13 (Applegate v. Brown) is published on Counsel Stack Legal Research, covering Supreme Court of Missouri primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Applegate v. Brown, 344 S.W.2d 13, 1961 Mo. LEXIS 691 (Mo. 1961).

Opinion

WESTHUES, Presiding Judge.

Plaintiff Emily S. Applegate filed this suit to quiet title to land located in Harrison County, Missouri, and for partition. It was alleged in the petition that plaintiff and her son, Lincoln Clarence Applegate, had, before her son’s death, each owned an undivided one-half interest in the land. The son left a will leaving his property in trust for the benefit of certain persons. Plaintiff, in her petition, claimed that the will of her son was void, alleging that the terms of the trust were uncertain and that it violated the rule against perpetuities; that therefore plaintiff as heir of her son had an additional interest in the land. The defendants, that is, Mary E. Brown and Ellen Ruth Applegate, named as executrices and trustees in the will, claimed that the will was valid and therefore plaintiff had only a one-half interest and the executrices and trustees owned the other one-half interest.

There is also present in the case the question of whether the prayer for partition in plaintiff’s petition should have been dismissed by the trial court. The executrices and trustees named in the will had, prior to the day plaintiff filed her petition, brought an action to partition these same lands.

The trial court, by its decree, found that the will in question was valid; that plaintiff owned a one-half interest and defendants, executrices and trustees, the other half interest. The trial court dismissed plaintiff’s request for partition on the ground that defendants’ action for partition had been filed prior to plaintiff’s pe *15 tition in this case. From the. decree, plaintiff appealed to this court.

The material facts pertaining to the question of title are not in dispute and are as follows: Lincoln Clarence Applegate lived in the State of Nebraska and owned property in that state; he also owned a one-half interest in the land involved in this suit located in Harrison County, Missouri. He was unmarried at the time of his death which occurred on September 7, 1956. His heirs were his mother, Emily S. Applegate, plaintiff herein, and four sisters and three brothers. Lincoln’s will, which is the subject matter of dispute, reads:

“I, the undersigned, Lincoln Clarence Applegate, of Sutherland, in Lincoln County, Nebraska, being of sound and disposing mind and memory, do make, publish and declare this to be my last will and testament, hereby revoking any and all former wills by me at any time made.
"I. I direct that all of my just debts, funeral expenses and charges of administering my estate be first paid out of my personal property.
“II. All of my property and estate, real, personal or mixed, and wheresoever situated, I hereby give, devise and . bequeath to my sisters Mary E. Brown and Ellen Ruth Applegate in trust for the uses and purposes hereinafter specifically set forth.
“III. I hereby give to my executrix-es hereinafter named full- power and authority to sell, make deeds of conveyance, to all of my real estate and bills of sale to all personal property held or owned by me, and I direct my said exe-cutrixes to sell all real and personal property and estate of which I may die seized as soon as practicable after my death, with, however, no specific time limitation therefor, such authorization to sell and convey to continue until they have been discharged in due course as such executrixes.
“IV. Upon the sale and disposition of my property as hereinabove directed, I direct that the proceeds therefrom, together with all monies belonging to my estate, be held by my said sisters Mary E. Brown and Ellen Ruth Applegate in trust for the use, benefit, comfort and maintenance of my nieces and nephews and such others of my relatives as may in the discretion of my said sisters warrant and require financial aid and assistance; and I hereby give full power and authority to my said sisters to invest all of the monies and proceeds of my estate and to expend the interest accumulated from such proceeds, investments and funds for the purposes and uses as herein set forth.
“V. It is my intention that upon my death my entire estate be reduced to money as promptly and profitably as possible and such funds invested by my trustees named herein, the income and interest therefrom to be used for the benefit of such of my relatives as may require financial aid and assistance. In the event of the death of either of said named trustees or their disability to act as such trustees, I desire that new appointments be made by a court of competent jurisdiction.
“VI. I hereby appoint Mary E. Brown of Sutherland, Lincoln County, Nebraska; and Ellen Ruth Applegate of Glendale, California as executrixes of this my last will and testament, and request that they be permitted to act without bond.
“Witness my hand this 2nd day of March, 1942.
“ (signed) Lincoln Clarence Applegate
“Testator”.
(Attestation omitted)

The will was duly executed and witnessed by two persons; it was probated and that action was affirmed on appeal by the Supreme Court of Nebraska in Brown *16 v. Applegate, 166 Neb. 432, 89 N.W.2d 233. Thereafter, plaintiff in this case, Emily S. Applegate, filed a suit in the district court of Lincoln County, Nebraska, to have the will construed. She alleged that the trust created by the will was “wholly void for the reason that it was too indefinite to be susceptible of enforcement and was viola-tive of the rule against perpetuities.” Applegate v. Brown, 168 Neb. 190, 95 N.W.2d 341, loc. cit. 344. Defendants in that suit were the brothers and sisters as well as the nieces and nephews and grandnieces and grandnephews of the testator. All of these parties were also named as defendants in the case now before this court. The trial court in Lincoln County, Nebraska, decided the case in favor of plaintiff but the Supreme Court of Nebraska reversed the decision of the trial court. Applegate v. Brown, 95 N.W.2d 341. The Nebraska Supreme Court held that there was no uncertainty in the will; that the beneficiaries of the trust were the testator’s brothers and sisters, his mother, and the nieces and nephews. The court held that the grandnieces and grandnephews were not included. See 95 N.W.2d loc. cit. 346, 347(8, 9). The court further held that the beneficiaries of the trust were to be treated as a single class. Note what the court said, 95 N.W.2d loc. cit. 347(10): “As above construed the testator had provided that his relatives who were beneficiaries of the trust were his mother, brothers, sisters, nieces, and nephews. In paragraph V he refers to all of them as ‘my relatives’ and limits the benefits to such as may require financial aid and assistance. Pie puts them all in one class and applies the restriction clause to all.” The court further held that the testator had vested the trustees with the duty and power to administer the trust estate; that the trustees in the exercise of their discretion must ascertain when and to whom payments may be made.

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Bluebook (online)
344 S.W.2d 13, 1961 Mo. LEXIS 691, Counsel Stack Legal Research, https://law.counselstack.com/opinion/applegate-v-brown-mo-1961.