Estate of Bennett v. Mulvania

618 S.W.2d 280, 1981 Mo. App. LEXIS 2907
CourtMissouri Court of Appeals
DecidedJune 16, 1981
DocketNo. WD 31864
StatusPublished
Cited by2 cases

This text of 618 S.W.2d 280 (Estate of Bennett v. Mulvania) 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
Estate of Bennett v. Mulvania, 618 S.W.2d 280, 1981 Mo. App. LEXIS 2907 (Mo. Ct. App. 1981).

Opinion

PRITCHARD, Presiding Judge.

By third amended petition plaintiffs alleged themselves to be the heirs of the deceased husband of Mary Bennett, deceased, and sought distribution of the residue of her estate to them under Article VII of her will. That article gave the residue of the estate to Mary Bennett’s daughter, Lucy Ann Smith, who predeceased her on December 5, 1973. Lucy Ann had two adopted children, defendants Joseph Lionel Smith and Cinthia Ann Smith.

It is the theory of plaintiffs that an Oregon attorney, Stephen A. Lovejoy, while acting in a confidential relationship with Mary Bennett, fraudulently advised, coun-selled and persuaded her to permit him to take custody of Joseph and Cinthia, obtained her written permission to be appointed their guardian, and told her that he would adopt them. That Mary Bennett knew that by the adoption, Joseph and Cinthia would no longer be her heirs. That Lovejoy had no intention of adopting the children until after Mary Bennett’s death, so that they would, in fact, be her heirs. Lovejoy was appointed guardian but has failed and refused to adopt the children. That Mary Bennett, through the balance of her life, believed that the children had been adopted by Lovejoy and that the residue provision of Article VII of her will would be distributed under the laws of descent and distribution of Missouri; that she had no surviving kindred or relative by blood and that plaintiffs, the heirs of her prior deceased husband would receive that portion of her estate, and Joseph and Cinthia would not benefit from the provision. It was finally alleged that by reason of Lovejoy’s fraudulent misrepresentation while acting in a confidential relationship, Mary Bennett was effectively induced not to change her will so as to show her true intent and will. It was prayed that a constructive trust be declared and that the residue of the estate be distributed to plaintiffs. It was held in White v. Mulvania, 575 S.W.2d 184 (Mo. banc 1978), that a second amended petition, which is substantially the same as the instant petition, stated a cause of action.

According to a response to plaintiffs’ application to file supersedeas bond, the estate had personalty of $500,000 and real estate estimated at $1,000,000 in Missouri, and a balance of about $275,000, exclusive of real estate in Iowa.

Trial was to the court which entered judgment against plaintiffs, finding that there was no evidence of actual or constructive fraud; that no constructive trust should be imposed on Mary Bennett’s estate, and that defendants, Joseph Lionel Smith and Cinthia Ann Smith, are her lawful heirs.

It is plaintiffs’ basic position here that the evidence, considered in its most favorable view, established that decedent was induced not to change her will by reason of the actual fraud of attorney, Lovejoy, who promised to adopt the two children.

Walter Mulvania, an attorney of Rock Port, Missouri, was employed by Mary Bennett to write her will on January 6, 1972, which will was admitted to probate. He had met her daughter one time, and after her death, he talked with Mary. He knew that the daughter had two adopted children, and Mary told him that they were in the care of Lovejoy, and that they had been or were being adopted by him. Mulvania advised her that if the children had been adopted, they could not inherit from her, and he suggested that if she had no known heirs she should rewrite her will to carry out her desires. She indicated she was going to do so, and discussed it with him on more than one occasion, but “[w]e never got around to ever writing it, because she wandered off and wasn’t decided as to what she wanted to do.” The children were omitted from being named in the first application [282]*282for letters filed by Mulvania because he assumed that they had been adopted, but on learning that they had not, an amended application was filed by him. Later, while in Mulvania’s office, Lovejoy made the statement he did not know where she (Mary) got the idea (of adoption), “that he wasn’t about to adopt them and cut them off from their inheritance.”

Eunice (Mrs. Walter) Mulvania did Mary’s income tax return. After the daughter’s death, Mary told her that the children were in Lovejoy’s home, a loving home, were well taken care of, and Lovejoy was adopting them. Eunice encouraged her to set up a fund for their education, and Mary said she would think about it, but she did not oppose it. Just before Mary died, Eunice asked her about the adoption and she said that Mr. Lovejoy had told her there were some more papers to be signed.

Ben Shull had a conversation with Mary, whom he had known for 20 or 25 years, just after she got back from her daughter’s funeral. She told him that there were two adopted children whom she was putting back up for adoption. She did not say anything one way or the other about the children receiving her estate. “She said— About all I can remember her saying, is that she put them up for adoption, and she was wondering what would happen to her estate if something would happen, if they would get it or something.” Ben advised her that if she did not want the children to have it, she had better see a lawyer and make a will. Mary appeared to be in good health at the time.

Leo R. Guyer had a conversation with Mary after she came back from the funeral in which she told him that the children were being looked after by an attorney. She told him that she was unhappy about her daughter adopting the children. Hugh Gardner testified over objection but without ruling that Mary “understood” that the children were being readopted.

Hazel Vogel went with Mary Bennett to Oregon for the daughter’s funeral, and on arriving there, they first went to the hospital about an autopsy. After the funeral, Lovejoy had a paper concerning the children for Mary to sign which she did. Hazel did not hear the word adoption used, that Mary asked Lovejoy if he would adopt the children, or that he offered to Mary to adopt them. After she and Mary returned to Missouri, Hazel heard her speak fondly of the children, but she never referred to them as being adopted or going to be adopted, or that she believed them to be out of her line of inheritance. At some time, either before or after Lucy’s death, Mary told Mrs. Vogel that she had her will fixed so the Whites (plaintiffs) could not get any of her money. The first Christmas after Lucy died, Mary sent money for the children. When she was in Lincoln City, Oregon, she took the children for a ride on a Sunday.

Sister Grace Michael Perry was a nun at Saint Augustine Parish in Lincoln City, Oregon. About the time of Lucy’s death, she talked with Lovejoy about taking the children into his home. He told her he would be happy to have them; he would treat them as his own; and it was his eventual plan to adopt them. Mary Bennett told Sister Grace that she was not going to leave the children anything. Sister Mary Cecelia and Sister Grace relayed the information to Mary Bennett about what Lovejoy said about adopting the children. Sister Grace participated in a case to regain custody from Lovejoy because there was concern that the children were no longer being brought up in the Catholic Church, which was Lucy Smith’s desire.

Sister Mary Cecelia Cantera was in Lincoln City, Oregon, in 1973, and became acquainted with Lucy Smith. She introduced Lucy to Lovejoy who wrote her will, in which Sister Mary Cecelia was named as trustee for the children, and nominated as 'their guardian. Lucy died about 5 days later.

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Bluebook (online)
618 S.W.2d 280, 1981 Mo. App. LEXIS 2907, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-bennett-v-mulvania-moctapp-1981.