Bauer v. Benes

289 S.W.2d 451, 1956 Mo. App. LEXIS 85
CourtMissouri Court of Appeals
DecidedApril 17, 1956
DocketNo. 29404
StatusPublished
Cited by1 cases

This text of 289 S.W.2d 451 (Bauer v. Benes) 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
Bauer v. Benes, 289 S.W.2d 451, 1956 Mo. App. LEXIS 85 (Mo. Ct. App. 1956).

Opinion

CAVE, Special Judge.

This is an appeal from an order of the circuit court of the city of St. Louis denying an application of appellants for leave to intervene as parties plaintiff in a certain will contest action pending in said court. The questions raised by the appeal fall within the general appellate jurisdiction of this court, and the record failing to disclose the specific amount in controversy, jurisdiction lies in this court. Art. V, Sec. 13, Constitution, V.A.M.S.

The facts essential to a solution of the issues presented are not in dispute. Edith Bosenbury died on September 8, 1954. On September 30, 1954, there was admitted to probate by the probate court of St. Louis a written instrument purporting to be the last will of the deceased, dated May 6, 1953, with a codicil attached dated December 23, 1953. By the term of this instrument, the deceased, after providing for funeral expenses, payment of debts, etc., bequeathed her property in specific amounts to Augusta Bauer, Lottie Bauer (nee Braun), Florence Bauer (her nieces), Stella Freise (her cousin), Virginia Storer, and the residue to Gordian Benes. By the codicil the bequest to Virginia Storer was revoked and $1,000 was bequeathed to Katie Neiss, a friend. The Mercantile Trust Company was named as executor.

On December 21, 1954, Augusta Bauer, Lottie Bauer Braun, and Florence Bauer, sole heirs of deceased, instituted an action in the circuit court seeking to set aside the probated will because of mental incapacity and undue influence. All other devisees in the will and the executor were made defendants.

On March 21, 1955, Minnie Knoebel and Helen Weber (appellants) filed their joint application or petition for leave to intervene as parties plaintiff in the will contest case, setting forth that: “Each of the movants are named as beneficiaries in an instrument presented to the Probate Court of the City of St. Louis on the 26th day of October, 1954, and on said date filed in said court, which instrument is designated as the Last Will and Testament of Edith Bosenbury, deceased, and which instrument movants believe to be the Last Will and Testament of said Edith Bosenbury, deceased. Said instrument is dated July 20, 1942 and has attached thereto a codicil dated January 4, 1950.”; that by reason thereof they are interested parties in contesting the will dated May 6, 1953, within the meaning of Section 468.580 RSMol949, V.A.M.S.; that a possible adverse interest ■existed between them and plaintiffs, the sole heirs of deceased; that the representation of their interest is or may be inadequate; that they would be bound by an adverse judgment in the above will contest action; that a common question of law and fact existed; and that intervention would not prejudice or delay the adjudication of the rights of the parties.

[453]*453In support of the application, the petitioners introduce the court file of the will contest case which showed the interest of the respective parties tinder the last will, and also the state of the pleadings in said cause at that time. They also introduced the prior instrument purporting to be a will which had been filed in the probate court on October 26, 1954. The clerk of the probate court testified that the prior instrument was filed on the above date and appeared on the records of said court as “an unproven will according to our No. 7526 unproven will records”. There was no other evidence offered.

So far as pertinent here, the prior instrument and codicil disposed of deceased’s property substantially as follows: to Minnie Knoebel, all household furniture and furnishings, books, pictures, bric-a-brac, etc; to Stella Freise, $2,000; to Virginia Storer, $1,000; to Katie Neiss, $2,000; to Minnie Knoebel and Helen Weber, one-half of the residuary estate; and to Augusta Bauer, Lottie Bauer and Florence Bauer, one-half of the residuary estate.

Thus, under the prior instrument, petitioners Knoebel and Weber were to receive substantial bequests, but under the last will they were not mentioned and would receive nothing. They are not heirs of deceased.

The court denied the application to intervene. Motion for new trial was filed, overruled and petitioners appealed.

Petitioners (appellants) contend that by virtue of being legatees in the prior “will”, they are “interested” persons in the probate of the later will within the meaning of Sec. 468.580, so as to permit them to join as plaintiffs in the contest action of the later will.

Respondents contend that the petitioners are not “interested parties” in the probate of the later will because they did not present the purported prior will to the probate court, or judge or clerk thereof in vacation, and offer proof of the authenticity thereof within one year from the date of the first publication of the notice of granting letters testamentary of the later will as required by Sec. 468.470.

In this state, a suit to contest a will is a statutory proceeding, Sec. 468.580, and the statute requires the contestant to be a person “interested” in the probate of the will. The interest 'required by said statute was defined by the court en banc in State ex rel. Damon v. McQuillin, 246 Mo. 674, 691, 152 S.W. 341, 346, to be “a financial interest in the estate, and one which would be benefited by setting the will aside.” ‘See also Gruender v. Frank, 267 Mo. 7,13, 718, 186 S.W. 1004; Jensen v. Hinderks, 338 Mo. 459, 92 S.W.2d 108; Watson v. Alderson, 146 Mo. 333, 346, 48 S.W. 478.

In the Gruender case, the court held, 267 Mo. 718, 186'S.W. 1006: “Since it is necessary that the plaintiff have such an interest to enable him to institute the suit to contest the validity of the will, it necessarily follows, we think, that such facts must be alleged and proven upon the trial, unless admitted by the pleadings of the proponent.” In Palm v. Maguire, 347 Mo. 189, 146 S.W.2d 636, 638, it is held: “But in a will contest it is a jurisdictional requirement that a contestant both allege and prove a direct pecuniary interest in the probate of the will.” See also Campbell v. St. Louis Union Trust Co., 346 Mo. 200, 139 S.W.2d 935, 129 A.L.R. 316. It follows that the application 6f the appellants to be made parties plaintiff in the pending action must allege, and the evidence in support thereof must prove, an “interest” in the probating of the later will.

The general rule is that a legatee under a will of the testator of date earlier than that proposed for probate, has such an interest as entitles him to contest the validity of the later will. Palm v. Maguire, supra; 88 A.L.R., page 1.166(5); In re Arbuckle’s Estate, 98 Cal.App.2d 562, 220 P.2d 950, 23 A.L.R.2d 372 et seq.; 57 Am. Juris., Wills, Sec. 819. We do not understand that the respondents controvert the correctness of this general rule. They contend that a legatee in a prior will must al[454]*454lege and prove that he has presented said will to the probate court or judge or clerk thereof in vacation and submitted proof of its due execution before he can become a party plaintiff in an action to set aside a later will; and that the petitioners did not do so in the present case. Citing, Sec. 468.470; Palm v. Maguire, supra; Breeding v. Pack, Mo., 164 S.W.2d 929; State ex rel. Callahan v.

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289 S.W.2d 451, 1956 Mo. App. LEXIS 85, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bauer-v-benes-moctapp-1956.