Brown v. Brown

152 S.W.3d 911, 2005 Mo. App. LEXIS 87, 2005 WL 89036
CourtMissouri Court of Appeals
DecidedJanuary 18, 2005
DocketWD 63547
StatusPublished
Cited by18 cases

This text of 152 S.W.3d 911 (Brown v. Brown) 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
Brown v. Brown, 152 S.W.3d 911, 2005 Mo. App. LEXIS 87, 2005 WL 89036 (Mo. Ct. App. 2005).

Opinion

JOSEPH M. ELLIS, Judge.

Appellant Joseph H. Brown (“Joseph” or “Appellant”) appeals a judgment of the Cireuit Court of Lafayette County, Missouri, imposing a constructive trust on certain Lafayette County real estate in favor of Respondents, John C. Brown and Pamela K. Heitman (“John” and “Pam” or “Respondents”). 1 Appellant raises three points of trial court error. In his first two points, he contends that the trial court erred when it imposed the trust because a constructive trust is only proper if there has been a showing of actual or constructive fraud, and because a showing of unjust enrichment alone is legally insufficient to support the imposition of such a trust. In his third point, he argues that the trial court erred in imposing a constructive trust since Respondents failed to meet their burden of proof at trial to establish facts giving rise to such a trust by clear, cogent, and convincing evidence. We vacate the trial court’s judgment but remand for entry of a new judgment in favor of Respondents.

As in other court-tried matters, this court will affirm the judgment of the trial court “unless there is no substantial evidence to support it, unless it is against the weight of the evidence, unless it erroneously declares the law, or unless it erroneously applies the law.” Murphy v. Carron, 536 S.W.2d 30, 32 (Mo. banc 1976); Fix v. Fix, 847 S.W.2d 762, 765 (Mo. banc 1993). “When the trial court has received conflicting evidence, appellate courts should review the facts in the light most favorable to the trial court’s order.” In the Interest of M.E.W., 729 S.W.2d 194, 196 (Mo. banc 1987). Appellate courts also defer to the trial court’s credibility deter *914 minations, “because it is in a better position to not only judge the credibility of witnesses directly, but also their sincerity and character as well as other trial intangibles which may not be completely revealed by the record.” Tichenor v. Yore, 953 S.W.2d 171, 174 (Mo.App. S.D.1997); Rule 84..13(d)(2). However, “[qjuestions of law are matters reserved for de novo review by the appellate court, and we therefore give no deference to the trial court’s judgment in such matters.” H & B Masonry Co. v. Davis, 32 S.W.3d 120, 124 (Mo.App. E.D.2000).

The subject of the lawsuit is approximately twenty acres of rural real estate, on which a modular home, a cabin (improvements to which had been made by John and Pam), a nine-acre lake, and a single-wide trailer are present. The land, which is located about five miles west of Odessa, Missouri, was originally purchased in February 1966 by Catherine and her husband, Edward Brown. There were four children of the marriage: John, Pam, Joseph, and Carolyn. When Edward Brown died on June 24, 1988, his interest in the real estate devolved to Catherine, who became the sole record title owner of the property. By warranty deed dated June 12, 1989, Catherine granted the land to Catherine and her son John as joint tenants with right of survivorship. This deed was recorded on June 14, 1989, in Book 705, Pages 312-313. On October 16, 1997, Catherine executed another warranty deed transferring title to her remaining interest in the land to Catherine and her daughter Pam as joint tenants with right of survivorship. This deed was recorded on February 12,1998.

John testified that some time in 1999, he and his mother decided that Pam should be properly added as a third joint tenant with right of survivorship. On August 23, 1999, after John had made an appointment for the three of them to confer with a lawyer, they visited the 'Independence, Missouri, law office of Joyce B. Kerber, an attorney, bringing with them a copy of the 1989 and 1997 warranty deeds. Kerber testified that the three asked her to prepare appropriate instruments that would leave the property titled in the names of Catherine, John, and Pam as joint tenants with right of survivorship, and there was similar testimony from John and Pam. According to Kerber, the idea was to “undo the previous warranty deeds and get it all back in Catherine’s name so she could make a deed placing both John and Pam on [the deed] as joint tenants with right of survivorship with her.” Since Catherine was elderly (78 years old) and in failing health, prior to preparing any documents Kerber met with Catherine out of the presence of John and Pam and questioned her closely to confirm her wishes and to ensure that she was competent and not being subjected to undue influence. Neither John nor Pam spoke to Kerber while Catherine was not also present.

After the meeting of August 23, 1999, Kerber prepared three quitclaim deeds. The first was a quitclaim deed conveying John’s interest in the land to Catherine. The second transferred Pam’s interest in the land to Catherine, and the third deeded Catherine’s interest in the land to Catherine, John, and Pam as joint tenants with right of survivorship. Kerber testified that the first two quitclaim deeds were prepared with the intention of clearing up the prior and conflicting warranty deeds executed by Catherine so the property could then properly be conveyed, via the third quitclaim deed, to Catherine, John, and Pam as joint tenants with right of survivorship. Kerber also prepared a will and a durable power of attorney for Catherine.

*915 On September 30, 1999, Catherine and Pam returned to Kerber’s office, where Pam executed the second quitclaim deed and Catherine executed the third quitclaim deed, as well as a will. John was not able to visit Kerber’s office that day, and subsequently executed the first quitclaim deed on November 1, 1999. After the three quitclaim deeds had been signed, Kerber forwarded them to the office of the Lafayette County Recorder of Deeds for recor-dation. Kerber’s intention was that the third quitclaim deed be recorded last, so that the property would ultimately be titled in the names of Catherine, John, and Pam as joint tenants with right of surviv-orship, just as they had requested during their visit on August 23, 1999. Kerber further testified that although it was her usual practice to do so, she did not recall whether she gave instructions to the recorder as to the intended order of recordation.

As misfortune would have it, on November 4, 1999, the Recorder of Deeds recorded the deeds in the reverse order of that intended by Kerber, Catherine, John, and Pam. That is to say, the third quitclaim deed (from Catherine to the three parties jointly) was recorded first, followed by the other two quitclaim deeds (from John to Catherine and from Pam to Catherine) very shortly thereafter. The third quitclaim deed was recorded in Book 867 at Page 1140, while the other two quitclaim deeds were recorded in Book 867 at Pages 1141 and 1142. Unbeknownst to John and Pam, the result of the order of the filing of the deeds was that Catherine held the property in fee simple absolute, leaving them no interest in the property whatsoever.

On April 3, 2002, Catherine granted a durable power of attorney to Joseph and Carolyn.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

David Broy v. Diane Broy
Missouri Court of Appeals, 2024
Austin Watterson v. Josh Wilson
Missouri Court of Appeals, 2021
Fink v. Wright
W.D. Missouri, 2019
Michael Douglass v. Phillip Douglass
570 S.W.3d 130 (Missouri Court of Appeals, 2019)
Hanjy v. Arvest Bank
94 F. Supp. 3d 1012 (E.D. Arkansas, 2015)
Johnson v. ESTATE OF McFARLIN EX REL. LINDSTROM
334 S.W.3d 469 (Missouri Court of Appeals, 2010)
Ralls County Mutual Insurance Co. v. RCS Bank
314 S.W.3d 792 (Missouri Court of Appeals, 2010)
Hahn v. Tanksley
317 S.W.3d 145 (Missouri Court of Appeals, 2010)
In Re Clifton E. Morton Revocable Trust
308 S.W.3d 287 (Missouri Court of Appeals, 2010)
Lynch v. Lynch
260 S.W.3d 834 (Supreme Court of Missouri, 2008)
Murphy v. Middleton
256 S.W.3d 159 (Missouri Court of Appeals, 2008)
Checkett v. McGehee (In Re McGehee)
342 B.R. 587 (W.D. Missouri, 2006)

Cite This Page — Counsel Stack

Bluebook (online)
152 S.W.3d 911, 2005 Mo. App. LEXIS 87, 2005 WL 89036, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brown-v-brown-moctapp-2005.