Claim of Bench v. Estate of Egan

363 S.W.2d 547, 1963 Mo. LEXIS 866
CourtSupreme Court of Missouri
DecidedJanuary 14, 1963
Docket49466
StatusPublished
Cited by12 cases

This text of 363 S.W.2d 547 (Claim of Bench v. Estate of Egan) 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
Claim of Bench v. Estate of Egan, 363 S.W.2d 547, 1963 Mo. LEXIS 866 (Mo. 1963).

Opinion

DALTON, Presiding Judge.

This is an appeal by claimant from the order and judgment of the Circuit Court of Pulaski County dismissing two claims originally filed by claimant in the probate court of said county and thereafter removed, on motion of claimant, to the circuit court of said county.

Each claim was for $20,000 and purported to be based upon a breach of contract of lease between decedents and claimant. The original claims were identical except for the name of the estate against which they were filed. In the circuit court the claims were consolidated for hearing and disposition. Claimant, thereafter, filed a request for admissions and the respective defend *548 ants filed motions to dismiss the claims on the ground of failure to state a claim upon which relief could be granted.

Thereafter, claimant filed a motion in each case requesting leave to file a first amended petition. The motions were sustained, and amended claims were filed against the respective estates. On the same day, the court sustained a portion of the objections to the request for admissions and overruled the balance. Thereafter, the respondents filed answers to the requests for admissions and also filed a motion to dismiss claimant’s first amended claim on the ground (1) that said claim failed to state a claim upon which relief could be granted; and (2) that claimant’s first amended claim was barred under the provisions of Section 473.360 RSMo 1959, V.A.M.S. The court thereafter sustained respondents’ motion to dismiss appellant’s first amended claim against each estate “on the ground that the original claim sought to be amended did not state any-fact or facts sufficient to support amendment,” and dismissed the appellant’s claims.

The original claim filed against the James Egan Estate was (caption, signature and jurat omitted), as follows: “Larry S. Bench, being duly sworn, states on oath that there is due him from the estate of James Egan, Deceased, Incompetent, Minor, the sum of $ 20,000.00 on’account of breach of contract of lease, said contract being that drawn between James & Bessie Egan and Larry S. Bench dated May 6,1960, and being the same as that agreement referred to in the inventory filed in the James Egan Estate. The claimant holds security for his claim as follows: None. Claimant states that to the best of his knowledge and belief — he has given credit to such estate for all payments and offsets to which it is entitled and that the balance claimed as above stated is justly due.” (Italics ours.)

The single assignment by appellant in this court is that the court erred in dismissing claimant’s first amended claims on the ground stated in the orders of dismissal, “because the original claim was in writing stating the nature and amount thereof under oath and conformed to the requirement of the statutes, and the amendment originally permitted by the court was properly permitted.”

Appellant first cites and relies upon Sec. 473.380 RSMo 1959, V.A.M.S., as follows:

“Form and verification of claims. 1. No claim other than for costs and expenses of administration shall be allowed against an estate unless it is in writing, stating the nature and amount thereof, if ascertainable, and is accompanied by an affidavit of the claimant, or of some person for him who has knowledge of the facts, stating that to the best of his knowledge and belief he has given credit to the estate for all payments and offsets to which it is entitled and that the balance claimed is justly due.

“2. If a claim is founded on a written instrument, the original or a copy thereof with all indorsements shall be attached to the claim. The original instrument shall be exhibited to the executor or administrator or court, upon demand, unless it is lost or destroyed, in which case its loss or destruction shall be stated in the claim.” (Italics ours.)

Appellant insists that a claim filed in the probate court is not to be judged by the strict rules of pleadings and is ordinarily considered sufficient if a judgment thereon will be res adjudicata of the obligation upon which the claim is based, citing Siegel v. Ellis, Mo.Sup., 288 S.W.2d 932, 938(3). Appellant further argues that the legal representatives of the respective estates were advised that the $20,000 was being claimed because of a breach of the contract of lease, which was the same lease contract inventoried in the James Egan estate, which both decedents had executed, so that the respondents were advised of the nature of the claim. In addition to this, appellant says that the request for admissions were filed and that such request did further inform the respective legal representatives of the estates as to the nature of claimant’s *549 claim; and that said request for admissions incorporated the lease itself. Appellant also argues that a claim filed in the probate court may be amended unless it is so wholly insufficient as to constitute a nullity after the nonclaim statute has run; and that such amendments have been allowed when its effect is to make the claim more specific. Appellant relies upon the Siegel case, supra and Minor v. Lillard, Mo.Sup., 306 S.W.2d 541. Appellant also cites Maus on Probate Law and Practice, Volume 4, Secs. 939, 941.

In the case of Siegel v. Ellis, supra, 288 S.W.2d 932, 938, the Court said: “A demand filed in the probate court is not to be judged by the strict rules of pleading. It is sufficient if it gives reasonable notice to the legal representative of the estate of the nature and extent of the claim and is sufficiently specific that a judgment thereon will be res judicata of the obligation upon which it is based. Amd it is only when the original claim is wholly insufficient that it may not be amended after the limitation period fixed by statute for the filing of claims. In re Franz’ Estate, Mo., 245 S.W.2d 1, 4—5; 34 C.J.S. Executors and Administrators, § 417f, p. 199.” And see Minor v. Lillard, supra, 306 S.W.2d 541, 543.

In the case of In Re Franz’ Estate supra, 245 S.W.2d 1, 4-5, the court said: “It is well settled that ‘a demand filed in a probate court is not to be judged by the strict rules of pleading applied to a petition in the circuit court. Such a demand is sufficient if it gives reasonable notice to the adverse party of the nature and extent of the claim made, and if it be specific enough so that a ruling thereon will become res judicata of the matters involved.’ In Re Thomasson’s Estate, 346 Mo. 911, 144 S.W.2d 79, 81 * * *. No formal pleadings are required in the presentation of demands in the probate court, nor on an appeal to the circuit court. * * *

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363 S.W.2d 547, 1963 Mo. LEXIS 866, Counsel Stack Legal Research, https://law.counselstack.com/opinion/claim-of-bench-v-estate-of-egan-mo-1963.