Diana J. Thompson v. Heirs of Kathryn L. Metcalf

CourtMissouri Court of Appeals
DecidedNovember 5, 2024
DocketWD86635
StatusPublished

This text of Diana J. Thompson v. Heirs of Kathryn L. Metcalf (Diana J. Thompson v. Heirs of Kathryn L. Metcalf) 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
Diana J. Thompson v. Heirs of Kathryn L. Metcalf, (Mo. Ct. App. 2024).

Opinion

IN THE MISSOURI COURT OF APPEALS WESTERN DISTRICT DIANA J. THOMPSON, et al., ) ) Appellants, ) WD86635 v. ) ) OPINION FILED: ) November 5, 2024 HEIRS OF ) KATHRYN L. METCALF, et al., ) ) Respondents. )

Appeal from the Circuit Court of Saline County, Missouri The Honorable Russell Kruse, Judge

Before Division Two: W. Douglas Thomson, Presiding Judge, Karen King Mitchell and Janet Sutton, Judges

This appeal arises from a dispute over ownership of the real property located at 314

East Highlander Street in Marshall, Missouri1 (Property). Diana Thompson was the

successful bidder for the Property at a second tax sale held by the Saline County, Missouri

collector (Collector).2 At the time of the sale, the Property was owned by Joseph Metcalf,

1 The legal description is “THE EAST THIRTY (30) FEET OF LOT SEVEN (7) AND ALL OF LOT SIX (6) IN BLOCK FOUR (4) OF ELSEA HEIGHTS ADDITION TO THE CITY OF MARSHALL, SALINE COUNTY, MISSOURI.” 2 “Because this is a second tax sale case, it is governed by the statutes applicable to first and second tax sales as described in this opinion. Third tax sale cases are who later transferred the Property by quitclaim deed to his siblings, Jerry Metcalf and

Joanne Ford. Diana and her husband Leon (collectively, the Thompsons) filed a petition

against Jerry and Joanne, among others, to quiet title to the Property in Diana’s name.3 The

motion court concluded that Diana forfeited her interest in the Property when she failed to

notify Joseph of his right to redeem the Property. The court granted summary judgment in

favor of Jerry and Joanne, and the Thompsons appealed.

The Thompsons raise four points on appeal. They claim the motion court erred in

granting summary judgment to Jerry and Joanne because (1) Joseph was not entitled to a

redemption notice in that the mere designation of a beneficiary in a beneficiary deed does

not constitute a “publicly recorded claim” under § 140.4054 of the Jones-Munger Act (the

Act);5 (2) Joseph’s due process rights were not violated in that the notices sent were

reasonably calculated, under the circumstances, to notify interested parties of their

redemption rights; (3) Jerry and Joanne lacked standing to assert Joseph’s due process

governed by different statutes; we do not address those statutes in this opinion.” Harpagon MO, LLC v. Bosch, 370 S.W.3d 579, 581 n.2 (Mo. banc 2012). 3 Because several people involved in this case share surnames, we refer to the parties by their first names to avoid confusion; no disrespect or undue familiarity is intended. 4 All statutory references are to the Revised Statutes of Missouri (Supp. 2019). 5 The Act authorizes county collectors to sell tax-delinquent property, with the purchaser receiving a certificate of purchase. JD Wealth LLC v. U.S. Bank Nat’l Ass’n, ND, 681 S.W.3d 320, 327 (Mo. App. E.D. 2023). The purchaser may then obtain a collector’s deed to the property at the conclusion of the redemption period and fulfillment of certain notice and application requirements. Id. During the redemption period, however, the property “owner . . . or any other persons having an interest in the land . . . may redeem the real property by paying the purchase price plus the cost of sale and interest to the county collector.” Sneil, LLC, v. Tybe Learning Ctr., Inc., 370 S.W.3d 562, 568 (Mo. banc 2012) (citing § 140.340.1). 2 rights; and (4) the court failed to ascertain the amount due the Thompsons under

§ 140.570 for improvements they made to the Property. Finding no error, we affirm.

Background6

The following facts were undisputed in the summary judgment record. The

mother of Joseph, Jerry, and Joanne (Mother) obtained fee simple title to the Property on

July 29, 2016. On September 21, 2016, Mother executed a beneficiary deed conveying

the Property to Joseph effective on Mother’s death (the Beneficiary Deed). The

Beneficiary Deed was recorded in the Recorder of Deeds Office of Saline County,

Missouri, on September 26, 2016. The Beneficiary Deed identified Mother’s address as

3408 Longfords Mill Drive in Columbia, Missouri, and Joseph’s address as 314 East

Highlander Street in Marshall, Missouri (the Property’s address). Mother died on

November 9, 2016. At that point, fee simple ownership of the Property automatically

transferred to Joseph under § 461.025.1, even though notice of Mother’s death was not

recorded until October 28, 2020.7

6 “We review ‘the record in the light most favorable to the party against whom judgment was entered, and give[ ] the non-movant the benefit of all reasonable inferences from the record.’” Vescovo v. Kingsland, 628 S.W.3d 645, 653 (Mo. App. W.D. 2020) (quoting Truman Med. Ctr., Inc. v. Progressive Cas. Ins. Co., 597 S.W.3d 362, 365-66 (Mo. App. W.D. 2020)). 7 Under Section 461.025.1,

A deed that conveys an interest in real property to a grantee designated by the owner, that expressly states that the deed is not to take effect until the death of the owner, transfers the interest provided to the designated grantee beneficiary, effective on death of the owner, if the deed is executed and filed of record with the recorder of deeds in the . . . county . . . in which the real property is situated prior to the death of the owner.

3 When real estate taxes for the Property went unpaid, Collector sent a delinquent

tax notice to Mother at her last known address of 3408 Longfords Mills Drive in

Columbia, Missouri. The notice was returned marked “Unable to Forward.” Collector

then sent notice of the Property’s delinquent taxes to Mother at 1700 Forum Boulevard,

Apartment 1203, in Columbia, Missouri, an address identified during a records search

conducted by Collector. That notice also was returned marked “Unable to Forward.”

Collector offered the Property for sale at Collector’s 2018 Delinquent Land Tax

Sale, but the Property did not sell. Then, in June 2019, Collector sent notice to the

following individuals by certified mail, return receipt requested, that the Property would

be offered for sale a second time at Collector’s 2019 Delinquent Land Tax Sale on

August 26, 2019: (i) Joseph at 314 East Highlander Street in Marshall, Missouri; (ii)

Mother at 3408 Longfords Mill Drive in Columbia, Missouri; and (iii) Mother et al., at

3408 Longfords Mill Drive, Columbia, Missouri. The certified mail addressed to Joseph

was claimed by someone named Melissa Cook. The certified mail addressed to Mother

and Mother et al. was returned marked “Unable to Forward.” Collector also published a

Notice of Delinquent Tax Sale in the Marshall newspaper three consecutive weeks in July

2019. On July 15, 2019, a person identifying himself as Joseph called Collector to

(Emphasis added). Thus, on Mother’s death, ownership of the Property automatically passed to Joseph. See In re Foreclosure of Liens for Delinq. Land Taxes by Action in Rem, 682 S.W.3d 849, 850 (Mo. App. E.D. 2024) (finding ownership of land transferred automatically, on father’s death, to son pursuant to a beneficiary deed executed by father). A beneficiary deed operates as a matter of law on the death of the grantor to transfer ownership of the subject property, but the deed is not a recorded transfer of title on the death of the grantor until proof of death is filed. 4 inquire about the delinquent taxes. The caller provided a mailing address for Mother of

1700 Forum Boulevard, Apartment 1203, Columbia, Missouri, but did not mention that

Mother was deceased.

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Diana J. Thompson v. Heirs of Kathryn L. Metcalf, Counsel Stack Legal Research, https://law.counselstack.com/opinion/diana-j-thompson-v-heirs-of-kathryn-l-metcalf-moctapp-2024.