Beck v. Gemeinhardt

464 S.W.2d 22, 1971 Mo. LEXIS 1118
CourtSupreme Court of Missouri
DecidedMarch 8, 1971
DocketNo. 54945
StatusPublished
Cited by1 cases

This text of 464 S.W.2d 22 (Beck v. Gemeinhardt) 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
Beck v. Gemeinhardt, 464 S.W.2d 22, 1971 Mo. LEXIS 1118 (Mo. 1971).

Opinion

BARRETT, Commissioner.

This action in three counts was instituted by Aimer E. Beck individually as a legatee and as executor of Ellen A. Beck and involves the construction of Ellen’s will executed on September 9, 1966. Joined with Aimer as a plaintiff was his brother, Harold W. Beck, both the then surviving children of Ellen. The defendant-appellant is Clifford C. Gemeinhardt, Ellen’s grandson — the son of Ellen’s deceased daughter Clara. After the perfection of this appeal Harold died and his brother Aimer as his executor and sole beneficiary was substituted as a party. In the meanwhile Harold’s widow Iona elected to take against the will (RSMo 1969, § 474.160, V.A.M.S.) and she has now been substituted as a party entitled to a one-half interest in any property Harold may have owned. Despite the substitutions and status of the parties they will be referred to throughout by their original names and relationship to Ellen and to one another or simply as plaintiff-respondents and defendant-appellant, referring to the grandson Clifford.

While the suit is in three counts, the first relating to 151 acres of land known as the “home place,” the second and third counts relate to the same provision in Ellen’s will and to an 80-acre tract. The parties in speaking of the will refer to “paragraphs” but, strictly speaking, there is hardly more than one paragraph in the will. The will was witnessed by two bank employees but the will, as a matter of fact, is in longhand — it was written by Ellen and bears the usual imperfections of holographic wills. After “first” providing for the payment of her debts the will says, probably without a period at the end of that provision, “then I give and bequeath to my 2 sons and 1 grandson the following property” located in Cole County. To Ai-mer there is given a tract of land not involved upon this appeal. Then as to two tracts of land totaling 151 acres and involved in Count I the will provides: “next I give the Home Farm in trust to Harold W. Beck reason alcoholic with all House Hold personal property, also the 1966 Plymouth for him to make his home there as long as he is able to take care of it and himself (then follows a description of the two tracts of land totaling 151 acres) then it shall go hack to the nearest kin.” (Emphasis supplied.) In answer to the question, “And have you lived on the home place with your mother during your lifetime?” Harold replied, “Practically all of it.” As to this tract and Count I the court found that Ellen “the testatrix intended that plaintiff Harold W. Beck have a defeasible life estate * * * and upon the termina[24]*24tion of said defeasible life estate, whether by death or the occurrence of the conditions set out, that said property is to go to the nearest kin of the said Ellen A. Beck, deceased, they being plaintiffs Aimer E. Beck and Harold W. Beck, and defendant Clifford C. Gemeinhardt, and that they now hold a vested remainder in fee in and to said property as tenants in common.”

Assertedly by reason of their pleadings, particularly the plaintiffs’ petition, it is said that the decree as to Count I is “contrary to all of the pleadings in the case.” It is said that plaintiffs are bound by their pleadings and cases stating this general rule are cited, as Kemp v. Woods, 363 Mo. 427, 251 S.W.2d 684. The appellant fails to note with what great pains the court in the Kemp case pointed to the conflict in the relief sought and that given. Implicit in the appellant’s emphasis upon a rule of pleading is a tacit concession of the correctness of the court’s finding and decree. In his answer the appellant somewhat ambiguously pleaded that in the clause in question the will “either creates a trust in an unnamed trustee” in favor of Harold “during the whole of the remainder of his natural life with all remainder interests therein vested in this Defendant and his heirs and assigns” as to an undivided one-half interest and the other one-half in Aimer “or,” it is alleged, a life estate in Harold and a one-half interest in appellant and Aimer. And in conclusion appellant prayed, if the court refused these alternatives, “that the court further construe said will” favorably to him. (Emphasis supplied.) There was no affirmative assertion of general relief or a prayer to determine title, nevertheless, that was and is the central issue necessarily implicit in the cause, particularly upon this appeal. Cox v. Bryant, Mo., 347 S.W.2d 861, 863-864.

Upon its merits the appellant contends that the words “then it shall go back to the nearest of kin” were intended by the testatrix “to take away from Harold and to give to her other nearest of kin Aimer and Clifford.” (Emphasis supplied.) Aside from the lurking inconsistency in this contention there can be no doubt, in the absence of plain language and intention to the contrary (Commerce Trust Co. v. Weed, Mo., 318 S.W.2d 289, First National Bank of K. C. v. Sullivan, Mo., 394 S.W.2d 273), that “nearest of kin” was determined “as of the death of the designated ancestor (the testatrix)” Restatement, Property, § 308 and that of course meant and was the two named sons and grandson as tenants in common as the court decreed. St. Louis Union Trust Co. v. Kaltenbach, 353 Mo. 1114, 186 S.W.2d 578.

Prior to the provision as to the 151 acres there was the provision relating to the 80-acre tract of land which the appellant concedes is “(t)he matter in which the most major controversy arises” as to Counts II and III. The appellant points to the repeated use of the word “want” and particularly the phrase inserted by interlineation by the testatrix “if he wants it” and argues that the language and consequently Ellen’s intention was “at most a recommendation (to the grandson) and not a condition or a restriction upon the fee as having become vested in the defendant Clifford Gemein-hardt.” In his brief appellant’s contention is tersely stated in his assignment that the court erred in “finding and adjudging that defendant-appellant Clifford C. Gemein-hardt was vested only with a defeasible fee, terminable on the condition of plaintiff-respondent Harold W. Beck expressing a desire to purchase the land in issue for $2000.00.” Needless to say, it is appellant’s contention that the provision of Ellen’s will as to the 80 acres vested in him a fee simple title and in Harold “a trust or de-feasible estate.” The appellant does not seriously attempt to point out the nature and elements of the “trust” of which he was trustee, but whether as to a trust or the simple intention of the testatrix, in her will the essence of the argument is whether the quoted language was mere “(p)recatory expressions (or) words of entreaty, re[25]*25quest, wish or recommendation” (1 Bogert, Trusts, § 48, p. 372) or “a statement in legal form of the disposition of his property to take effect on his death” in which case “it will be treated as his will.” 1 Page, Wills, § 5.19, p. 210. The appellant’s position is that under this provision of the will he was given the fee simple title to the 80 acres and that once having been given that indefeasible estate it could not be cut down by subsequent language merely precatory in nature, as with the word “request” in Estill v. Ballew, Mo., 26 S.W.2d 778, 70 A.L.R. 321.

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Bluebook (online)
464 S.W.2d 22, 1971 Mo. LEXIS 1118, Counsel Stack Legal Research, https://law.counselstack.com/opinion/beck-v-gemeinhardt-mo-1971.