Boatmen's Trust Co. v. Conklin

888 S.W.2d 347, 1994 Mo. App. LEXIS 1775, 1994 WL 631145
CourtMissouri Court of Appeals
DecidedNovember 8, 1994
DocketNo. 64967
StatusPublished
Cited by5 cases

This text of 888 S.W.2d 347 (Boatmen's Trust Co. v. Conklin) 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
Boatmen's Trust Co. v. Conklin, 888 S.W.2d 347, 1994 Mo. App. LEXIS 1775, 1994 WL 631145 (Mo. Ct. App. 1994).

Opinion

SIMON, Presiding Judge.

Appellants, Sharon Lynn Conklin and Allen Thomas Coker, two of several defendants in the underlying action for instructions on the distribution of a testamentary trust brought by Trustee, respondent Boatmen’s Trust Company, appeal from an order granting the motion for summary judgment of respondents Georgiana Oliver deMonter, et al. (deMonter respondents), granting the motion for summary judgment of respondents ' Jeffrey Dupuis Hill, et al. (Hill respondents), granting in part the motion for summary judgment of respondents Michael John Holmes, et al. (Holmes respondents), and denying appellants’ motion for summary judgment.

In their three points on appeal, appellants claim the trial court erred in: (1) denying appellants’ motion for summary judgment because, as a matter of law, the term “issue of surviving child” includes adopted children and therefore appellants are entitled to receive the assets of the testamentary trust; (2) denying the alternative portion of appellants’ motion for summary judgment because even if appellants are not Ewing Hill’s issue, they are his heirs at law; and (3) considering evidence of Ewing Hill Buysse’s motives for adopting Margaret Gammon and appellants Conklin and Coker because such evidence is irrelevant to determining and effectuating the intent of Ewing Hill. In their brief, respondents assert that they are entitled to have their costs and expenses for this appeal paid from Trust assets prior to distribution. We affirm in part, and reverse and remand in part with directions.

On May 14, 1911, Ewing Hill (Testator) executed his will (the Will) stating in pertinent part:

THIRD: I give and bequeath to the St. Louis Union Trust Company [now Boatmen’s Trust Company], a corporation of the City of St. Lords, Missouri, and to my daughter, Florence Hill Buysse, as Trustees, the sum of One Hundred Thousand Dollars ($100,000), to be held in trust for ... benefit of my said daughter during her natural life,.... Upon the death of my said daugh[t]er, said trust estate shall continue in trust in the hands of said St. Louis Union Trust Company for and during the natural lives of the children of my said daughter who may be living at the time of my decease, such children to share equally in the income derived from said trust estate. Upon the death of any child of my said daughter participating in this trust, [349]*349leaving issue, such issue shall take parent’s share of said trust estate. Upon the death of such child of my said daughter, without issue, the surviving child or children shall take the share of the one so dying. Upon the death of all of the children of my said daughter participating in this trust without leaving issue surviving, then the trust estate shall pass to my heirs-at-law.

Testator died in St. Louis on, or about January 7,1912, survived by his wife, Octavia Cobb Hill, and his four children, Florence Hill Buysse also known as Florence Hill Oliver (Florence Hill Buysse), Ewing Hill Jr., Daniel Augustine Hill, and Charles Van Dyke Hill. Under Article FOURTH of the Will, Testator created a trust for the benefit of his wife for her life, with three-fourths of that remainder to be paid to his three sons, and one-fourth to be added to the trust created by Article THIRD (the Trust) for the benefit of his daughter, who also received bequests of $10,000.00 and fifteen shares of stock or $25,000.00. Testator’s three sons also received specific bequests under the Will.

Upon her death in 1966, Florence Hill Buysse was survived by two children, Octavia Hill Buysse and Ewing Hill Buysse (born circa 1911), who were alive at Testator’s death, and by a third child, George Hill Oliver, who was bom after Testator’s death. At that time, Octavia Hill Buysse and Ewing Hill Buysse became the income beneficiaries of the Trust, and Boatmen’s Trust Company, formerly known as Centerre Trust Company and prior to that St. Louis Union Trust Company, became the sole trustee of the Trust (Trustee). (George Hill Oliver did not become an income beneficiary because he was not living at the time of Testator’s death pursuant to Article THIRD of the Will.)

In 1966, Ewing Hill Buysse was 55 years old, had been married for nine years to the former Josefine Verdun (Mrs. Ewing Hill Buysse), and had no natural or adopted children. On December 20, 1966, Ewing Hill Buysse adopted Margaret Gammon,-who was then 54 years old. On or about July 6, 1969, Octavia Hill Buysse died without leaving issue, and Ewing Hill Buysse became the sole income beneficiary of the Trust. In 1978, Ewing Hill Buysse adopted appellants Sharon Lynn Conklin, then 37 years old, and Allen Thomas Coker, then 42 years old. Appellant Conklin is the daughter of Mrs. Ewing Hill Buysse by a previous marriage, and appellant Coker is not a blood relation of either Ewing Hill Buysse or his wife. In 1989, Margaret Gammon died, leaving no surviving descendants. On April 26, 1990, Ewing Hill Buysse died, survived by Mrs. Ewing Hill Buysse, appellant Conklin, and appellant Coker.

Subsequently, Trustee filed a petition and later an amended petition seeking instructions regarding the manner in which the Trust assets should be distributed and to whom. Specifically, Trustee sought a determination as to whether appellants are the “issue” of Ewing Hill Buysse as that term is used in the Trust, and in the event appellants are not “issue,” Trustee sought a determination as to how the “heirs-at-law” of Testator are to be determined pursuant to Article THIRD.

The following were defendants in the underlying action and are now respondents: Citizens Commercial Trust and Savings Bank of Pasadena as the temporary administrator with the will annexed of Franklin Kauffman Hill, who is the deceased son of Daniel Augustine Hill and a grandson of Testator, and who died after Ewing Hill Buysse, leaving no issue; Joyce Hill Atkinson, who is the surviving daughter of Charles Van Dyke Hill and a granddaughter of Testator; Jeffrey Dupuis Hill and Judith Hill Cooke, who are the surviving children of Edward Lewis Hill, deceased son of Charles Van Dyke Hill, and are great-grandchildren of Testator; Georgiana Oliver deMonter, Mary P.C. McKeehnie, and Hope Oliver, who are the surviving children of George Hill Oliver, deceased son of Florence Hill Buysse, and are great-grandchildren of Testator; and Michael John Holmes and Kathryn R. Marion, who are the surviving children of Michael H. Holmes, deceased son of Kathryn Octavia Hill Holmes who is the deceased daughter of Daniel Augustine Hill, and are great-great grandchildren of Testator.

On January 24, 1992, the deMonter respondents filed their motion for summary judgment in which they asserted appellants [350]*350are not issue of Ewing Hill Buysse, and that the Trust estate is not distributable to them.

On March 30, 1992, appellants filed a motion for summary judgment, in which they asserted that appellants are “issue” of Ewing Hill Buysse or, alternatively, “heirs-at-law” of Testator.

On May 12,1992, the Hill respondents filed their motion for summary judgment contending that appellants are not “issue” of Buysse, and that Testator’s “heirs-at-law” are to be determined under the laws of descent and distribution in effect when Testator executed the Will in 1911 and ascertained as of the death of Ewing Hill Buysse in 1990.

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Bluebook (online)
888 S.W.2d 347, 1994 Mo. App. LEXIS 1775, 1994 WL 631145, Counsel Stack Legal Research, https://law.counselstack.com/opinion/boatmens-trust-co-v-conklin-moctapp-1994.