Bormaster v. Baldridge

723 S.W.2d 533, 1987 Mo. App. LEXIS 3472
CourtMissouri Court of Appeals
DecidedJanuary 13, 1987
Docket14765
StatusPublished
Cited by4 cases

This text of 723 S.W.2d 533 (Bormaster v. Baldridge) 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
Bormaster v. Baldridge, 723 S.W.2d 533, 1987 Mo. App. LEXIS 3472 (Mo. Ct. App. 1987).

Opinion

CROW, Chief Judge.

Michael Bormaster (“appellant”) sued George Baldridge (“respondent”), an attorney-at-law, for alleged malpractice. Respondent moved for summary judgment, Rule 74.04, Missouri Rules of Civil Procedure (17th ed. 1986), on the ground that the action was barred by the 5-year statute of limitations, § 516.120, RSMo 1978. The trial court granted the motion. This appeal followed.

The pleadings, depositions, exhibits and answers to requests for admissions establish that respondent, at the direction of Ben Bormaster, prepared an instrument dated *534 January 2, 1969, captioned “Trust Agreement of Ben Bormaster.” At that time, Ben Bormaster had two children, a daughter, Carol, born in 1939, and appellant, born in 1944. Carol was the wife of Alan Kaufman, and they were parents of two minor children: Lynda Beth Kaufman and Deborah Ann Kaufman.

The trust agreement provided, among other things, that after Ben Bormaster’s death the trust property would be divided into separate trusts, equal in value, one for each living child of Ben Bormaster and one for the living descendants, collectively, of each deceased child of Ben Bormaster. The agreement further provided that Ben Bormaster, during his lifetime, could amend it from time to time “by a written instrument, signed, acknowledged and delivered to the co-trustees.” Ben Bormaster and appellant were named in the agreement as co-trustees.

The signature of Ben Bormaster appears twice at the foot of the agreement, once as grantor and once as trustee. Appellant’s signature appears at the foot of the agreement as trustee. Following the signatures is an acknowledgement clause, duly notarized, stating that Ben Bormaster signed the agreement February 28, 1969.

On June 28, 1969, Carol Kaufman died. Respondent, at the direction of Ben Bor-master, thereafter prepared an instrument dated July 19, 1969, captioned “First Amendment to Trust Agreement of Ben Bormaster.” It provided, among other things, that after Ben Bormaster’s death the entire trust property would be distributed to appellant if he survived Ben Bor-master. If appellant failed to survive, the trust property would be divided into separate trusts, equal in value, one each for Lynda Beth Kaufman and Deborah Ann Kaufman. At the foot of the instrument were signature lines for Ben Bormaster as grantor, Ben Bormaster as trustee, and appellant as trustee. Following the signature lines was an acknowledgement clause, to be completed by a notary public, evidencing that Ben Bormaster had signed the instrument as his free and voluntary act.

Respondent met Ben Bormaster around noon that date at a Joplin restaurant, where Bormaster, in respondent’s presence, signed the amendment. At that time, appellant was employed at a bank in Chicago. Respondent, in his deposition, testified that as best he could recall, Bormaster took the amendment with him “to get [appellant] to sign it.” Respondent added that he told Bormaster “to get it acknowledged.” Then, this:

“Q. Was there any reason why you couldn’t have had it notarized that day?
A. Yes. It was on Saturday afternoon, or Saturday at noon, and the notaries don’t work on Saturday afternoon in Joplin, or anyone I knew. It was really brought up as a draft — it was just prepared, just got finished, was brought then. He was going to get it signed and acknowledged.... I didn’t know he was going to approve it when I took it up there.”

Ben Bormaster died testate November 8, 1969. His will — executed after Carol Kaufman’s death — was probated in the Probate Court of St. Louis County. 1 Appellant served as executor; respondent served as attorney for the executor.

The will, after making certain cash bequests including $7,500 each to Lynda Beth Kaufman and Deborah Ann Kaufman, directed that all of Ben Bormaster’s “residuary estate” be added to the property of the trust created by the January 2, 1969, trust agreement.

During administration of the estate, appellant’s two nieces, Lynda and Deborah, were paid their cash bequests. Upon final settlement (some two years after Ben Bor-master’s death), appellant, as executor, dis *535 tributed the residuary estate to himself as trustee under the aforementioned trust agreement. Thereafter, appellant distributed nothing from the trust to either of his nieces.

Three years or so elapsed without incident, then, in early 1975, one Marilyn Lip-man went to the Probate Court and examined the file in the closed estate of Ben Bormaster. Appellant explained that Mrs. Lipman is his first cousin — a daughter of his mother’s sister. Asked what motivated Mrs. Lipman to investigate, appellant responded, “Well, I think that she thought that the two grandchildren should have got more money out of — you know, out of my father’s trust and his estate; and so she went down to see if there was any loopholes she could find.”

Appellant learned that Mrs. Lipman had been “digging” in the probate file when she phoned and asked him to come to her home. Appellant went there, and was confronted by Mrs. Lipman and her brother, Murray Vittert. Appellant quoted Mrs. Lipman as saying, “I understand that you received more money or assets from your father’s estate and trust than Lynda and Debbie Kaufman.” Appellant, according to his deposition, conceded to Mrs. Lipman that she was correct, but explained to her that his father “wanted me to have most of his wealth.”

Appellant quoted Mrs. Lipman as saying that his two nieces, Lynda and Deborah Kaufman, should have received half and that he should have received half. Additionally, recalled appellant, Mrs. Lipman said she had found some “trust papers,” and that “they were not signed or acknowledged.”

This incident, according to appellant, prompted him to phone respondent. Appellant recalled saying, “George, one of my cousins here in town says that this trust, or amended trust, was never signed or being acknowledged, the one that was filed in the probate court.” Appellant further recalled asking respondent: “[W]hy was this? Why wasn’t it signed or notarized?”

Appellant’s deposition proceeded:

“Q. Were you concerned about the effects of [the amendment] not being signed at that time?
A. Well, I didn’t really — yeah, I was concerned. Yes, I was concerned.
Q. Why were you concerned?
A. Well, that would have made the amended trust invalid and would have reverted back to the original trust.
Q. And you knew that when you called [respondent] and said to him you try and find one that is signed and I’ll stay here in St. Louis and look for one that is signed?
A. Signed and notarized.
Q. This is the day or two days after you talked with Mrs. Lipman?
A. Yes.”

A couple of weeks later, according to appellant, Alan Kaufman confronted him and “wanted to know if I was going to give them any money.” Appellant recalled telling Kaufman: “Well, I don’t know. Let me think about this.”

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Bluebook (online)
723 S.W.2d 533, 1987 Mo. App. LEXIS 3472, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bormaster-v-baldridge-moctapp-1987.