CHRISTINE BELL-KAPLAN, Appellant/Cross-Respondent v. MARY C. SCHWARZE, Respondents/Cross-Appellants

CourtMissouri Court of Appeals
DecidedApril 25, 2025
DocketSD37656 and SD37668 (consolidated)
StatusPublished

This text of CHRISTINE BELL-KAPLAN, Appellant/Cross-Respondent v. MARY C. SCHWARZE, Respondents/Cross-Appellants (CHRISTINE BELL-KAPLAN, Appellant/Cross-Respondent v. MARY C. SCHWARZE, Respondents/Cross-Appellants) 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
CHRISTINE BELL-KAPLAN, Appellant/Cross-Respondent v. MARY C. SCHWARZE, Respondents/Cross-Appellants, (Mo. Ct. App. 2025).

Opinion

Missouri Court of Appeals Southern District

In Division

CHRISTINE BELL-KAPLAN, ) ) Appellant/Cross-Respondent, ) Nos. SD37656 and SD37668 ) CONSOLIDATED v. ) ) Filed: April 25, 2025 MARY C. SCHWARZE, et al, ) ) Respondents/Cross-Appellants. )

APPEAL FROM THE CIRCUIT COURT OF CRAWFORD COUNTY

Honorable Michael Randazzo, Judge

AFFIRMED IN PART; REVERSED AND REMANDED IN PART

Appellant Christine Bell-Kaplan1 (“Kaplan”) appeals the circuit court’s judgment, after a

bench trial, in favor of Respondents (collectively “Schwarzes”) in an action for declaratory

judgment and to quiet title to two tracts of land near Cuba, Missouri. For the reasons set forth

below, we affirm the trial court’s judgment on each point of Kaplan’s appeal, but reverse and

remand on the Schwarzes’ cross-appeal.

1 In her First Amended Petition, Notice of Appeal, and various other pleadings, Plaintiff/Appellant’s first name is listed as “Christine.” In her brief and reply brief, her first name is listed as “Christina.” For consistency, we will use the name “Christine.” Background

This litigation arises from contested ownership of two parcels of land, one of which was

formerly owned by Ruth Reisert, and the other was formerly owned by Henrietta Schwarze.2

Ruth and Henrietta each deeded their respective parcels to both Ruth and Henrietta, as joint

tenants with right of survivorship. Kaplan is the niece of Ruth; Respondents are nieces and

nephews of Henrietta. On March 23, 2001, Henrietta executed a durable power of attorney

appointing Ruth as her attorney-in-fact regarding sale, transfer, or conveyance of Henrietta’s

property, the deeds and documents related thereto, and for payment of taxes and insurance.

Under the terms of the document, in the event Ruth could not serve as attorney-in-fact, the

power of attorney would transfer to Kaplan. On June 21, 2002, Ruth and Henrietta, as joint

tenants, executed a beneficiary deed conveying the parcel previously owned solely by Ruth to

Kaplan upon the death of the survivor of Ruth and Henrietta. On April 25, 2011, Ruth and

Henrietta, as joint tenants, executed a beneficiary deed conveying the parcel previously owned

solely by Henrietta to Kaplan upon the death of the survivor of Ruth and Henrietta.

Ruth died on May 4, 2015, which caused Kaplan to become Henrietta’s attorney-in-fact.

On June 16, 2015, Henrietta executed a durable power of attorney appointing her niece and

nephew, Barbara Datesh and Martin Schwarze, as her attorneys-in-fact and revoked Kaplan’s

power of attorney. On August 17, 2015, Henrietta executed two warranty deeds conveying both

parcels to herself and specifically revoking the 2002 and 2011 beneficiary deeds to Kaplan for

both parcels. On September 12, 2015, Martin Schwarze, acting as Henrietta’s attorney-in-fact,

2 Due to the fact that multiple parties and one decedent share the surname Schwarze, we refer to decedents Henrietta Schwarze and Ruth Reisert by their first names. No disrespect is intended.

2 executed two beneficiary deeds conveying both parcels to Henrietta’s nine nieces and nephews.

Henrietta died on September 22, 2015.

Kaplan filed suit in Crawford County seeking declaratory judgment and to quiet title to

the two tracts. Kaplan alleged that Henrietta lacked the mental capacity to understand and

knowingly execute the June 16, 2015, designation of Barbara Datesh and Martin Schwarze as her

attorneys-in-fact and revocation of Kaplan’s power of attorney, rendering those documents void

ab initio. Kaplan also asserted that, due to Henrietta’s diminished mental state, she did not have

the capacity to understand the nature and effect of the general warranty deeds signed on August

17, 2015. Kaplan claimed that Henrietta’s incapacity rendered the warranty deeds void. Kaplan

claimed that the beneficiary deeds executed by Martin Schwarze on September 12, 2015, were

void because Martin “was acting under a void or voidable power of attorney[.]” Kaplan sought a

declaratory judgment providing that, due to Henrietta’s lack of capacity, the power of attorney

and warranty deeds were void, thus the property reverted to Kaplan under the prior beneficiary

deed.

A bench trial was held in March 2022. Kaplan introduced medical records and the opinion

of a medical expert who based her opinion on a review of Henrietta’s medical records. Kaplan

contended that this evidence demonstrated Henrietta was incapacitated with dementia prior to

May 2015.

The Schwarzes introduced medical records, the testimony of Henrietta’s attorney in Rolla

who was present when Henrietta executed the power of attorney on June 16, 2015, Henrietta’s

treating physician, and Dr. Martin Schwarze, Henrietta’s nephew, who coordinated her medical

care in the summer of 2015.

3 The trial court also heard extensive testimony from those who knew Henrietta. For

Plaintiff, Kaplan testified, as did Henrietta’s neighbor, who interacted with her on a regular basis.

Both Kaplan and the neighbor testified that Henrietta suffered from significant dementia and had

great difficulty caring for herself. For the Schwarzes, some of Henrietta’s nieces and one nephew

testified that Henrietta recognized family members, knew and understood her situation and

surroundings, and expressed her desire to give her power of attorney to Barbara and Martin and

her desire to deed her property to her nieces and nephews upon her death.

The trial court entered its order and judgment on April 25, 2022, stating:

The Court finds that the testimony presented by Defendants to be more credible than the testimony presented by Plaintiff. In particular, the Court finds that the testimony, conclusions[,] and opinions of [attorney] and [treating physician], who are not parties or retained experts, and who were present with Henrietta in person during the time in question, were more credible than the opinion of [retained expert], who never examined or even met Henrietta, and who testified that she disagreed with the opinion of [treating physician], who was Henrietta’s primary physician for several years.

Plaintiff has not met her burden of proof to the “clear, cogent[,] and convincing” standard required by the law in order to set aside the beneficiary deeds and the general warranty deeds described in the First Amended Petition.

The trial court entered judgment in favor of the Schwarzes and against Kaplan on both

counts of the petition; ordered that the Schwarzes “shall remain vested with title to the

Property;” ordered that “[Kaplan], and any other party claiming by, through[,] or under [Kaplan],

shall have no interest in the property;” and taxed costs to Kaplan.

On May 2, 2022, the Schwarzes filed a Taxing Memorandum requesting that $2,823.06 be

taxed as costs against Kaplan for depositions and preparation of transcripts. Kaplan filed two

post-trial motions: (1) a Motion for New Trial filed on May 24, 2022, and (2) a Motion to Set

Aside Order for Costs filed on May 26, 2022. After a hearing, the trial court denied Kaplan’s

4 Motion for New Trial and granted Kaplan’s Motion to Set Aside Order for Costs.

Kaplan raises five points on appeal:

I. The trial court erred in finding Henrietta was competent to execute the deeds

because the finding was against the weight of the evidence.

II. The trial court erred in finding Henrietta was competent to execute the deeds

because the finding was not supported by substantial evidence.

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CHRISTINE BELL-KAPLAN, Appellant/Cross-Respondent v. MARY C. SCHWARZE, Respondents/Cross-Appellants, Counsel Stack Legal Research, https://law.counselstack.com/opinion/christine-bell-kaplan-appellantcross-respondent-v-mary-c-schwarze-moctapp-2025.