Donnelly v. Donnelly

951 S.W.2d 650, 1997 Mo. App. LEXIS 1372, 1997 WL 419756
CourtMissouri Court of Appeals
DecidedJuly 29, 1997
Docket70516
StatusPublished
Cited by8 cases

This text of 951 S.W.2d 650 (Donnelly v. Donnelly) 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
Donnelly v. Donnelly, 951 S.W.2d 650, 1997 Mo. App. LEXIS 1372, 1997 WL 419756 (Mo. Ct. App. 1997).

Opinion

GERALD M. SMITH, Judge.

Defendant, Patricia Donnelly, appeals from a judgment granting partition of real property in St. Louis County. Plaintiff is her brother, John Donnelly. Carole Donnelly, John’s wife, is also a defendant and a third party defendant to Patricia’s counterclaim. The property had belonged to John and Patricia’s mother, Kathleen. The ease was tried to the court which issued findings of fact and a conclusion of law. We remand for further findings by the court. The home was purchased by Kathleen and her husband, Edward, in 1991. Edward died in January 1994, at which time Kathleen became sole owner. Kathleen had a heart condition and one lung surgically removed prior to Edward’s death but was in reasonably good health. After Edward’s death Kathleen asked her daughter to move in. Kathleen was hospitalized in June 1994, and was diagnosed with a terminal reoccurrence of lung cancer. Her health began to deteriorate rapidly.

In July, three deeds to the property were executed. The first, on July 2, deeded the house to Patricia. The second, on July 9, deeded the house to John. The third, on July 14, was a beneficiary deed which conveyed the property to the children equally to be effective upon Kathleen’s death. Kathleen died on July 21.

John’s amended petition was in two counts. The first sought to establish a misplaced or lost deed (the July 9 deed) or in the alternative sought to partition the property. Patricia filed an amended counterclaim in four counts. Count I sought to establish a lost or destroyed deed and to quiet title in her. Count II sought an accounting from John during his possession of the property. Count III sought damages for conversion of “certain documents” belonging to Patricia by John and his wife. Count IV sought damages for tortious interference with a business relationship. During trial John dismissed Count I of his amended petition and sought only partition based on the July 14 deed. After the conclusion of the trial Patricia dismissed Count IV of her counterclaim. The trial court’s judgment addressed only Count II of John’s amended petition. Counts II and III of the counterclaim are still pending. A judgment is final and appealable only when it disposes of all the issues for all parties in *652 the case and leaves nothing for future determination, McKean v. St. Louis County, 936 S.W.2d 184 (Mo.App.1996)[1-4], or where the trial court certifies the judgment final for purposes of appeal pursuant to Rule 74.01(b). However, in partition suits, the interlocutory-judgment ordering partition may be appealed prior to the partition sale and the final order of distribution if the judgment determines the rights of the parties. Section 512.020 RSMo 1994; First National Bank of Carrollton v. Eucalyptus, 721 S.W.2d 165 (Mo.App.1986). The court’s judgment here determined the rights of the parties and its interlocutory order is appealable.

The evidence at trial was sharply contradictory. There was no dispute that Kathleen executed a quit claim deed to Patricia on July 2. There was evidence that prior to execution of that deed Kathleen had knowledge that such a deed would immediately vest title to the property in her daughter and that Kathleen would have no further interest in the property. There was evidence that she intended an immediate transfer at the time she signed the deed. Yet there was evidence from other witnesses that Kathleen did not know what a quit claim deed was. There was evidence from which a trier of fact could at least infer that Kathleen intended the conveyance to have effect only upon her death and did not at the time of the deed intend to make an inter vivos gift to her daughter.

The evidence was clear that on July 2, at the time the deed was executed, Kathleen was in a very weak condition, lying in a reeliner in her home and on oxygen. Present at that time were five people: Sister Edith Vogel (a notary public), Sister Michael White (Kathleen’s sister, a nun), Tracy Price ( Kathleen’s niece), Patricia, and Kathleen. Kathleen signed four documents at that time: the quit claim deed, a will, a gift affidavit to be used to transfer Kathleen’s automobile to Patricia, and a general power of attorney. Patricia filled out the information on each. There was evidence that Kathleen seemed to know what she was doing. There was conflicting evidence as to the extent to which Patricia explained the nature of the documents which Kathleen was signing. No witness testified that anyone explained to Kathleen at that time that the quit claim deed would immediately divest her of title to the property and vest it in her daughter.

Patricia testified that after her mother signed the documents and they had been notarized, her mother said “Here. You need to take care of these. This is yours now.” Patricia then took the documents and “put them in my drawer”. This was a drawer in Kathleen’s bedroom which Patricia testified was set aside for her belongings and papers. Yet there was evidence that the drawer contained items belonging to Kathleen, including her wallet, and that an inventory after Kathleen’s death revealed nothing in the drawer belonging to Patricia.

Some additional family members came to the house on July 2 believing Kathleen was dying. Later in the day Kathleen’s condition improved. A dispute developed between Kathleen and Patricia and Patricia left the house, taking with her only night clothes. Kathleen then asked Sister White to bring to Kathleen the documents which had been earlier executed to be destroyed. Sister White retrieved the documents but suggested that they not be destroyed while Kathleen was still angry. Kathleen agreed and asked Sister White to hide the documents. Patricia returned a few days later to pick up Kathleen’s automobile and her documents. Kathleen instructed Sister White to give Patricia the keys to the car and the gift affidavit but not the other documents.

There was a family meeting on July 6, which we do not find it necessary to describe. On July 9, Kathleen executed the quit claim deed giving the house to John. At the same time she executed a will and power of attorney. John prepared those documents using the July 2 documents as a guide. The will provided that the house was to be sold and that each sibling would receive a one-half share, and one sibling could buy out the other’s share. Kathleen then destroyed the July 2 documents before the assembled witnesses. The July 9 documents were then taken to an attorney to determine their legal efficacy. Upon the advice of the attorney, Kathleen executed the beneficiary deed on July 14.

*653 The elements of a valid inter vivos gift are (1) the present intention of the owner to make a gift; (2) delivery of the property by the donor to the donee; and (3) acceptance by donee whose ownership takes effect immediately and absolutely. Duvall v. Henke, 749 S.W.2d 714 (Mo.App.1988)[1-3], The party claiming that an inter vivos gift exists has the burden of proving the elements by clear, cogent, and convincing evidence. Id. The trier of fact determines whether a valid gift inter vivos exists. Id.

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Bluebook (online)
951 S.W.2d 650, 1997 Mo. App. LEXIS 1372, 1997 WL 419756, Counsel Stack Legal Research, https://law.counselstack.com/opinion/donnelly-v-donnelly-moctapp-1997.