Bushman v. Barlow

292 S.W. 1039, 316 Mo. 916, 1927 Mo. LEXIS 847
CourtSupreme Court of Missouri
DecidedMarch 14, 1927
StatusPublished
Cited by24 cases

This text of 292 S.W. 1039 (Bushman v. Barlow) 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
Bushman v. Barlow, 292 S.W. 1039, 316 Mo. 916, 1927 Mo. LEXIS 847 (Mo. 1927).

Opinion

*922 WALKER, P. J.

This is a suit to contest the validity of a will. Upon a trial the jury returned a verdict that the papers submitted did not constitute the will of Caroline J. Peper and from this judgment an appeal was perfected to this court.

The General Facts: Caroline J. Peper, the testatrix, was married in early life to one F. W. Bushman. Later she divorced him and was permitted to reassume her maiden name of Peper. Several children were born to her of the marriage with Bushman. Upon the granting of the divorce they chose to retain their father’s family name, except one son, Clarence, who used and was known by his mother’s maiden name of Peper. Pie predeceased her, but left surviving him a son, Christian Peper, a minor and one of the beneficiaries named in the will, and hence this reference. Caroline J. Peper, who was the owner of real estate and other property in the city of St. Louis, largely inherited from her father, Christian Peper, executed the will in controversy July 14, 1919, and the codicil thereto attached, June 4, 1920. She died August 1, 1920, at the age of seventy years, leaving surviving her a son, Christian Peper Bushman, the original contestant in this proceeding; a daughter, Estelle Peper Bushman, the proponent, and the appellant here, since intermarried with one Stephen PI. Barlow; and the grandson, Christian Peper, son of Clarence, as stated. Since the institution of this suit the original contestant, Christian Peper Bushman, has died, and his widow, Anna Bushman, and his daughter, Ruth Bushman, have been substituted as parties plaintiff herein. The will and the codicil at *923 tached thereto, executed by the testatrix more than a year before her death, were filed in the office of the Probate Court of the City of St. Louis. Proof thereof was taken by the clerk of said court in vacation and a certificate of probate was granted. Thereafter, in term time, the probate court approved the probating of the will and the codicil.

By the terms of the will the testatrix, with the exception of certain personalty only incidentally necessary to be taken into consideration in determining the matter at issue, divided her property into three equal parts/ One of these she bequeathed and devised to her daughter, Estelle Peper Bushman, now Barlow, the appellant and proponent herein; the second part she devised to her grandson, Christian Peper, a minor, the son of Clarence as stated; and the third part she bequeathed and devised to her son; Christian Peper Bushman, the contestant herein, and on his death to his son, Frederick Peper Bushman, a minor.

The bequests and devises of the second and third parts of her estate were made to Estelle Peper Bushman, as trustee, to hold and distribute to the beneficiaries named in the second and third equal divisions of the testatrix’s estate with the power, for-the purpose, and in the manner set forth in the will as follows:

‘'The parts or portions hereinabove given, bequeathed and devised to Christian Peper, son of my deceased son, Clarence F. Peper, are to be held by Estelle Peper Bushman as trustee for said Christian Peper until he becomes twenty-five years of age, the income to be used by said trustee for the benefit of said Christian Peper as to such trustee appears best. In the event of the death of said Christian Peper before he becomes twenty-five years of age, and without children, then his portion, with the accumulated income not used for his benefit, I give and bequeath to my daughter, Estelle Peper Bushman, to( give to such charities or to use for such purposes as she deems best. The part or portion hereinabove given, bequeathed and devised to Christian Peper Bushman and to-his son upon his death is to be held by Estelle Peper Bushman as trustee for said Christian Peper Bushman until he dies, and upon his death for the benefit of his son, Frederick Peper Bushman, the income to be used by said trustee for the benefit of said Christian Peper Bushman during his lifetime as to said trustee appears best, and after his death for the benefit of his son as to said trustee appears best, said trust to continue during the life of Christian Peper Bushman, and for at-least a period of thirty years after my death, and upon the expiration of said period of thirty years after my death, provided my said son, Christian Peper Bushman, is'not then alive, my said grandson, Frederick Peper Bushman, shall receive all of said portion of said estate, and in the event of the death of the said Frederick Peper Bush *924 man prior to the expiration of said trust period, this portion of my estate shall be given to such Protestant charities as the trustee shall select, it being my intention to forever exclude my daughter-in-law, Anna, and my granddaughter, Ruth, from any interest in my estate.
“The trustee herein and above appointed is hereby given full power and authority to sell any portion or all of the parts or portions held by her as trustee and to reinvest the proceeds of such sales, as well as the income from said trust estate, as to her appears to the best advantage of said trust estate and to the beneficiaries thereof.
“The trustee herein is authorized and instructed to pay out of the first income which accrues and is payable hereunder to my son, Chris-tain Peper Bushman, to Estelle Peper Bushman the sum of $532.33, being the amount due to her by Frederick Peper Bushman in accordance with an adjustment of his affairs which I have recently made.
“Fifth. I hereby nominate and appoint my daughter, Estelle Peper Bushman, executrix of this, my will and testament, and request that she be not required to give bond.”

This is followed by a condition of forfeiture of the legacy of any beneficiary with a nominal gift over in the event of such beneficiary contesting the will.

The Pleadings: The material allegations of the plaintiff’s petition are that the will of Caroline J.

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Bluebook (online)
292 S.W. 1039, 316 Mo. 916, 1927 Mo. LEXIS 847, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bushman-v-barlow-mo-1927.