Estate of Helmich v. O'TOOLE

731 S.W.2d 474, 1987 Mo. App. LEXIS 4064
CourtMissouri Court of Appeals
DecidedMay 12, 1987
Docket51783
StatusPublished
Cited by15 cases

This text of 731 S.W.2d 474 (Estate of Helmich v. O'TOOLE) 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 Helmich v. O'TOOLE, 731 S.W.2d 474, 1987 Mo. App. LEXIS 4064 (Mo. Ct. App. 1987).

Opinion

CRANDALL, Judge.

Defendants, Thomas J. O’Toole, Marianne O’Toole, and Tracey O’Toole, appeal the judgment in a court-tried case from St. Charles County, in favor of plaintiff, Estate of Alice Helmich, setting aside a deed to real property located that county. Defendants, Thomas J. O’Toole and Kathryn Watkins, appeal the grant of summary judgment by the Circuit Court in St. Louis County, in favor of plaintiff, setting aside a deed to real property located in St. Louis County and ordering Thomas J. O’Toole to remove his name from a certain certifícate of deposit. The appeals have been consolidated for our review. We affirm the judgment of the St. Charles County Circuit Court. We affirm in part and reverse and remand in part the judgment of the St. Louis County Circuit Court.

We first consider the St. Charles County appeal. Our standard of review of this court-tried case is governed by the oft-cited Murphy v. Carron, 536 S.W.2d 30 (Mo. banc 1976). It is the prerogative of the trial court to determine the credibility of the witnesses, accepting or rejecting all, part, or none of the testimony. Haynes v. Missouri Property Ins. Placement Facility, 641 S.W.2d 497, 500 (Mo.App.1982). On appeal, we accept as true the evidence and reasonable inferences therefrom favorable to the prevailing party and disregard contradictory evidence. MacCurrach v. Anderson, 678 S.W.2d 459, 463 (Mo.App.1984). Except in a rare case, the fact that *476 there is evidence which would support a different conclusion is not material. The question is whether there is substantial evidence to support the conclusion that was reached. With these principles in mind, we now consider the evidence.

Alice Helmich was an eighty-one year old woman who had never married. She owned a home in St. Louis County, in which she resided. She also owned a farm in St. Charles County, which consisted of approximately 129 acres. The farm was of considerable value.

Miss Helmich enjoyed a close personal relationship with a nephew, Raymond Hel-mich, who was an attorney. Raymond Hel-mich assisted Miss Helmich in the management of her business and financial affairs. In conjunction with these duties, he was named as joint tenant with right of surviv-orship on some of her bank accounts and his name was placed on her safe deposit box.

Raymond Helmich died in September, 1983. His death left Miss Helmich “depressed, distraught, and lonely.” She was also angry at his widow, Sandra Helmich. The rift between them had been precipitated by a disagreement over whether certain medical procedures should have been employed to prolong Raymond Helmich’s life.

Raymond Helmich had been associated in the practice of law with Thomas J. O’Toole. After Raymond Helmich’s death, Mr. O’Toole became increasingly friendly with Miss Helmich. He took over the task of helping her with her business affairs. In December, 1983, Miss Helmich put Mr. O’Toole’s name on her safe deposit box. She also made him joint owner with right of survivorship of a certificate of deposit in the face amount of $13,000 and of a savings account of approximately of $3,400.

At that point in time, Miss Helmich had been under the treatment of a physician since 1981. She was in poor health physically. She was blind in one eye. She had been diagnosed previously as suffering from breast cancer. In January, 1983, a mastectomy had been performed.

On January 1, 1984, Miss Helmich became ill and called Mr. O’Toole to take her to the hospital. On January 2, she suffered cardiorespiratory arrest which resulted in a loss of oxygen to the brain. Her condition was diagnosed as “anoxic encephalopathy.” She was placed in the intensive care unit for about one week. Three weeks later, she was transferred to the rehabilitation unit for physical therapy. Prior to her discharge, attending physicians recommended that she have help in caring for herself. Miss Helmich was adamant about not being placed in a nursing home.

Miss Helmich was released from the hospital on February 8, 1984. Mr. O’Toole’s mother-in-law, Mrs. Kathryn Watkins, moved into Miss Helmich’s home to care for her. On February 19, 1984, Miss Hel-mich executed a will. Although the testimony is not entirely clear on this point, she apparently bequeathed her farm in St. Charles County to Mr. O’Toole, his wife, Marianne and his daughter, Tracey; and her house in St. Louis County to Mrs. Watkins. Three days later, on February 22, 1984, she signed two quit claim deeds. She deeded her farm in St. Charles County as follows: “Alice Helmich and Thomas J. O’Toole and Marianne O’Toole and Tracey Marie O’Toole, as joint tenants, with right of survivorship, and not as tenants in common.” She conveyed her home in St. Louis County to Alice Helmich, Kathryn Watkins, and Thomas O’Toole, as joint tenants with right of survivorship. The deeds were recorded by Mr. O’Toole. After April 27, 1984, Miss Helmich refused the help of the O’Toole family. She repudiated the will and asked the O’Toole family to return her property. They refused.

Miss Helmich testified at trial. She stated that, in early April, 1984, she asked Mr. O’Toole for the documents which she had signed. Upon reading the will and the deeds, she was “shocked” to discover their contents. She remembered signing the documents, but claimed that she did not understand what she was signing at the time. She stated that she had not read over the documents or used her magnifying glass before signing them. Further, she could not recall entering into any agreement with the O’Toole family with regard *477 to her care. On April 27, 1984, she told Mrs. Watkins to get out of her home because she did not want to be cared for by a “stranger.” She has not allowed the O’Toole family to help her since that date.

Thelma Arms, a neighbor and friend of Miss Helmich, visited her often. She testified that Miss Helmich did not recognize her in the hospital and frequently forgot her previous visits. Thelma Arms witnessed the will drawn up by Mr. O’Toole. She said that Miss Helmich needed to be helped to the table to sign the will. Miss Helmich did not converse with Thelma Arms during the execution of the will. She only responded that she was “not well” when Thelma Arms inquired about her health. When she witnessed the will, Thelma Arms did not know that she was attesting to Miss Helmich’s sound mind and memory. She also testified that Miss Hel-mich needed a magnifying glass to read. She related that Miss Helmich had told her that Mr. O’Toole was “standing in” for her nephew.

Craig Cook, a longtime friend of Miss Helmich, testified that he visited her in the hospital and at home. He stated that she was confused and talked about animals and people who were dead as if they were still alive. He said that, on one of his visits to the hospital, she had asked him to move into her house to care for her. He stated that, when he visited Miss Helmich at her home, Mrs. Watkins would frequently whisper to him that Miss Helmich was “crazy.”

Gerald Goodman, a friend and veterinarian who treated Miss Helmich’s pets, also visited Miss Helmich in the hospital and at her home.

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Bluebook (online)
731 S.W.2d 474, 1987 Mo. App. LEXIS 4064, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-helmich-v-otoole-moctapp-1987.