Disbrow v. Boehmer

711 S.W.2d 917, 1986 Mo. App. LEXIS 4133
CourtMissouri Court of Appeals
DecidedMay 13, 1986
Docket49863
StatusPublished
Cited by21 cases

This text of 711 S.W.2d 917 (Disbrow v. Boehmer) 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
Disbrow v. Boehmer, 711 S.W.2d 917, 1986 Mo. App. LEXIS 4133 (Mo. Ct. App. 1986).

Opinion

PUDLOWSKI, Judge.

Eileen M. Disbrow, respondent, brought this action to set aside the last will and testament of her mother, Ruth C. Boehmer, testatrix, which was executed on August 27, 1979. The respondent also sought to set aside the testatrix's earlier last will and testament and codicil dated September 12, 1978, and November 17, 1978, respectively. Her action was premised on the grounds that the testatrix lacked testamentary capacity because she was of unsound mind and that the execution of these documents was the result of the undue influence exerted by Edwin R. and Elma Feme Boeh-mer, appellants. The trial court entered judgment on the jury’s verdicts that none of these documents were the last will and testament of the testatrix. We affirm.

The testatrix had two children, the respondent and Mr. Boehmer. At trial, the respondent related that toward the end of the period where the testatrix lived alone in her apartment on Bates Avenue in St. Louis, she and her daughter had seen the testatrix catch potholders and kitchen towels on fire while cooking. The respondent further testified that the testatrix would even bum herself. During this period, the respondent found the testatrix more confused in general. She stated that the testatrix would forget to take her sleeping pills and blood pressure medicine. The testatrix even called the respondent by the wrong name.

Indeed, the testatrix’s personal physician, Dr. Horst Zekert, had noted the testatrix’s senility in his medical records as early as 1974. In his videotaped deposition which was played for the jury, Dr. Zekert testified that during 1978 and 1979 the testatrix was in the advanced stages of arteriosclerosis. He stated that the arteriosclerosis caused the testatrix to suffer from senility.

Because of the testatrix’s condition, the respondent thought the family should move the testatrix to a retirement home. Thereafter, the respondent took the testatrix to see the St. Louis Hills Retirement Center. The testatrix liked the facility and on May 31, 1978, the respondent, her boyfriend, Tom Terry, and her son-in-law, Richard Steed, moved the testatrix to the center.

Before the testatrix moved, she had a safe deposit box at Southern Commercial Bank. The testatrix, the respondent, and Mr. Boehmer were the names listed on the box. After the move, the safe deposit box at Southern was closed and a new one was *920 opened at Mr. Boehmer’s bank. Only Mr. Boehmer and the testatrix were listed.

Following the move, most of the testatrix’s furniture was stored at the respondent’s daughter’s home on the contingency that the testatrix would decide to leave the St. Louis Hills Retirement Center where her apartment was furnished. In July 1978, the respondent’s daughter phoned the respondent to tell her that Edwin Boehmer had come over to move the testatrix’s furniture in order to sell the items at a garage sale. The respondent then left for her daughter’s house.

When she arrived, the respondent, her daughter, and Edwin Boehmer went to the basement where an argument began between the respondent and Mr. Boehmer over the proposed garage sale. The testatrix was also present albeit upstairs watching her great-granddaughter. The respondent felt that her brother, Mr. Boehmer, had taken advantage of her by letting her take the testatrix shopping all the time and by letting her move the testatrix and her furniture. The respondent further told her brother that he would have to start helping too. She also stated that she was not going to continue to run all the errands in the future.

The respondent testified that Mr. Boeh-mer responded by asking her, “How would [she] like it if mom changed her will?” He also asked the respondent’s daughter, “How would you like it if grandma changed her will?” Afterward, everyone returned upstairs. There, the respondent said good-bye to the testatrix and left. The respondent testified that the testatrix acted as though nothing was wrong. During the argument, the testatrix who was hard of hearing was upstairs.

The appellant’s version of this incident differs. Mr. Boehmer testified that the respondent asked the testatrix for a list of her assets and for a key to her safe deposit box. The testatrix refused and, according to Mr. Boehmer, the respondent exclaimed that she would not see the testatrix until the decedent was in the grave or coffin.

In July 1978, Mrs. Boehmer began visiting the testatrix more frequently. They went out many times together including trips to get the testatrix’s hearing aid repaired and to purchase a new hearing aid. Mrs. Boehmer testified that the testatrix “[s]tarted telling me in the summer that I was more than a daughter-in-law. She was going to call me her daughter because I did so many things for her.”

In August 1978, medical records from the retirement home reflected the purported estrangement between the respondent and the testatrix. On August 24,1978, the records state that on August 23, 1978, the testatrix “went out to dinner with her son.” On August 31, 1978, her next doctor visit, the testatrix told the doctor that the respondent was “creating problems in the family.” During this time, the respondent continued to see her mother regularly although she had no further contact with her brother.

On September 12,1978, the testatrix executed a new will. Mr. Boehmer testified that the testatrix sought to change the will in August 1978. He directed the attorney, Mr. Kearns, to call him rather than the testatrix because her hearing problem would make it difficult for the attorney to talk to her. Her prior will divided the estate equally between her two children. The testatrix’s new will left seventy-five percent of her estate to Mr. Boehmer and twenty-five percent to the respondent.

On October 11, 1978, Mr. Boehmer typed and sent a letter, which was signed by the testatrix, to the owner of the retirement home, stating the following:

Please be advised that if it is necessary in the future to have any communication about myself and you do not wish to contact me personally, then I wish you to address your message to my son, Edwin R. Boehmer, or his wife, Feme. His address is as follows: 10744 Lavinia Drive, St. Louis, Missouri, 63123. His phone number is: 843-6357.
He is in charge of my financial and certain other matters and is the person to *921 be contacted. Thank you for your cooperation.

Thereafter, in November 1978, the testatrix executed a codicil to her will of September 12, 1978. In the codicil, the testatrix left all her personal property to Mrs. Boehmer. In December 1978, Mr. Boeh-mer typed six $3000.00 checks, which the testatrix signed on December 15,1978, payable to himself, his wife, and his four children. Later, Mr. Boehmer typed six additional $3000.00 checks payable to the same people. The testatrix signed these checks on January 2, 1979. He also typed Christmas checks for himself, his wife, and his children. The testatrix wrote a $25.00 Christmas check to Diane Disbrow, the respondent’s daughter.

Throughout this time period, the testatrix lived at the St. Louis Hills Retirement Center. While at the center, the testatrix told a social worker on April 24, 1979, that she loved her two children “equally.” The testatrix also told the social worker that her son, Mr.

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Bluebook (online)
711 S.W.2d 917, 1986 Mo. App. LEXIS 4133, Counsel Stack Legal Research, https://law.counselstack.com/opinion/disbrow-v-boehmer-moctapp-1986.