Caspari v. First German Church of New Jerusalem

12 Mo. App. 293, 1882 Mo. App. LEXIS 42
CourtMissouri Court of Appeals
DecidedJune 6, 1882
StatusPublished
Cited by7 cases

This text of 12 Mo. App. 293 (Caspari v. First German Church of New Jerusalem) 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
Caspari v. First German Church of New Jerusalem, 12 Mo. App. 293, 1882 Mo. App. LEXIS 42 (Mo. Ct. App. 1882).

Opinion

Thompson, J.,

delivered the opinion of the court.

This is a suit in equity to set aside a deed of gift made by the plaintiff to the church of which she was a member. The church in question is an incorporated religious society known as the First German Church of the New Jerusalem. At the time of the making of the gift, the plaintiff was a widow about seventy-two years of age, infirm in body and feeble in mind, though she had been a person of good intelligence. She had long been a member of this particular religious denomination, and of this particular society. In fact, it was organized in her house some forty years ago, soon after she came to this country from Germany, and during the first year of its existence, the little congregation used her house as their place of worship. The evidence tends to show that she was greatly attached to the church,, and that she and [296]*296her husband had for some time contemplated making a donation to it. Their family consisted, prior to the death of the husband, of husband and wife, and three sons of the husband by a former marriage. One of these sons, the eldest, was dissipated, and, at the time of the trial, was still dependent upon his aged step-mother for his support. The other two were able to take care of themselves, though, we infer, they were not well thought of by their father ; for he died leaving a will in which he disinherited all three by bequeathing them $1 each. We say “disinherited,” but this expression should be taken with the qualification that, so far as the evidence shows, he left no property upon which his will could have operated. The only specific bequest contained in this will was the sum of $3,000 to his wife, the present plaintiff, to be enjoyed by her during her life time, and, at her death, to go to the defendant church. The residue of his property was devised to his wife aud to' her heirs and assigns, without any limitation or condition. This will was executed in the year 1872, and he died in the year 1875. It seems that he died leaving substantially nothing. Nothing came from him to the plaintiff under the will, out of which the church could hope to realize the bequest of $3,000 after her death.

Mrs. Caspari, however, had long contemplated leaving a legacy to the church; and this desire on her part will explain the peculiar circumstances of his leaving such a will, having no property on which it could- operate. Mrs. Caspari and her husband had, it seems, agreed with each other so to make their wills as to leave $3,000 to the church ; and, in their ignorance of the law, as we are bound to infer, they supposed that the proper way in which to do this, was for Mrs. Caspari to leave a legacy to him of $3,000, in her will, and for him in his will to bequeath it back to her for her life, remainder to the church ; aud it seems that such wills were made. But this arrangement was broken into by the circumstance that Mr. Caspari died first, so that he left [297]*297nothing on which his will could operate. When Mr. Caspari died, Mr. Gustave Morgens, also a member of the church, became Mrs. Caspari’s confidential business adviser. Fears now arose on the part of the pastor and some of the leading members of.the church, that in case Mrs. Caspari should die, the money would be lost to the church. So the pastor went to see her about it, and she told him that it was all right; that she and Mr. Morgens bad arranged the matter. He also went to see Mr. Morgens, who told him that the necessary steps to secure the bequest to the church had been taken. Trusting in this, they gave themselves no further concern about the matter until Mr. Morgens died, when it was found that nothing had been done to secure the bequest to the church.

When Mr. Morgens died, the pastor became Mrs. Caspari’s business adviser. Such matters of business as she could attend to herself, such as paying taxes, receiving rents, and the like, she attended to in person ; but, as she could not write in English, when it became necessary to write receipts, he wrote them for her. He also took charge of and kept her chief papers relating.to her property, and he testifies that in business matters she generally followed his advice.

The discovery of the fact that Mr. Morgens had died without taking steps to secure the bequest to the church, stimulated the pastor to persuade Mrs. Caspari to put her intended bequest into the form of a promissory note ; he thinking, that if it were done in that way, her heirs would be less likely to succeed in setting it aside, than in case it should take the form of a provision in her will. Moreover, it was no doubt thought that, if she should make it as a bequest in her will, the influence of her step-children, or other circumstances which might arise, might induce her to revoke it. It was, therefore, thought desirable to put it in the form of an executed gift; and, accordingly, the pastor and ,two influential members of the congregation per[298]*298suadecl her to sign a promissory note of $3,000. This note was in absolute form, dated April 21, 1877, payable twelve months after date to the defendant; and it was expressed on its face that it was “ for value received.”

The circumstances under which this note was given ought to be noticed. In the first place, it is clear that the note would not have been given but for the persuasions of the pastor. He had frequent conversations with Mr. Schloeman, the treasurer of the church, in which the fact was discussed that Mr. Caspari had left no estate from which the bequest of $3,000 could be paid. In these conversations the pastor adverted to the fact that, although Mrs. Caspari had made a will, yet she had made no provision therein for the church. It seems that other members had acquired knowledge of this fact, and had become anxious that Mrs. Caspari should do something, so that, in case she should suddenly die, the church should receive the money spoken of. Finally, Mr. Schloeman urged the pastor to call upon Mrs. Caspari, and, if nothing else could be obtained, to get a note from her, he himself refusing to go. The pastor went and persuaded Mrs. Caspari to execute the note. He says in his testimony : 44 I went and saw her and requested her to give the money during her life time, which she refused. * * * I went and persuaded her to give us anote. * * * She never thought of giving anything during her life time, or anything until I spoke to her. I told her she had made no provision in her will; and in case she should die, the church would get nothing, and it was right she should do something for the church, as she had spoken of it before. I told her the church was nearer to her than anybody on earth; and for that reason she should do whatever she thought proper. Then she answered: 4 Well, I want to do what is right, and you know what is right, and you do what is right for me.’ After that we concluded to write out such a note.”

When the plaintiff had thus consented to give the note, [299]*299the pastor and Mr. Schloeman seem to have thought it best not to have the transaction take place in her house, because her step-children and some other persons who lived there, might know of it. The fact of the gift was to be kept secret. Accordingly, she was invited, on a certain evening, to the pastor’s house, there to execute the note. Mr. Schloeman and Mr. Prange, another influential member, were invited to be present and witness the transaction. The latter member brought his wife with him. They all met at the pastor’s house in his dining-room. After they had been there for a short time, the pastor invited the two brethren and Mrs.

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Bluebook (online)
12 Mo. App. 293, 1882 Mo. App. LEXIS 42, Counsel Stack Legal Research, https://law.counselstack.com/opinion/caspari-v-first-german-church-of-new-jerusalem-moctapp-1882.