First National Bank of Kansas City v. Sullivan

394 S.W.2d 273, 1965 Mo. LEXIS 910
CourtSupreme Court of Missouri
DecidedSeptember 13, 1965
Docket51116
StatusPublished
Cited by20 cases

This text of 394 S.W.2d 273 (First National Bank of Kansas City v. Sullivan) is published on Counsel Stack Legal Research, covering Supreme Court of Missouri primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
First National Bank of Kansas City v. Sullivan, 394 S.W.2d 273, 1965 Mo. LEXIS 910 (Mo. 1965).

Opinion

HOUSER, Commissioner.

This is an action by First National Bank of Kansas City, as trustee of the trusts created by the last will and testament of Oliver H. Dean, deceased, to construe the will and for directions with respect to the distribution of the property in the portion of the trust estates which have terminated, and for incidental relief. Helen Dean Fennelly Sullivan, John Joseph Fennelly and Deane Maitland Green Anderson were named defendants. First National intervened as a party defendant in its capacity as Executor of the Estate of Mason L. Dean, deceased, and First National and Barret S. Heddens, Jr., intervened as co-trustees of a trust created by Mason L. Dean. The circuit court construed the will and, after unavailing motions for new trial, Deane Anderson, First National as executor, and First National and Heddens as cotrustees, appealed.

Title to several parcels of real estate is involved, and it affirmatively appears that the amount in dispute is in excess of $15,000, so we have jurisdiction. Constitution, Art. V, § 3; §§ 477.040, V.A.M.S.

*275 Oliver H. Dean, born December 7, 1844, died testate on January 3, 1928. His will was dated December 26, 1923. He was married to Frances Mason. They were divorced in 1912. A practicing lawyer in Kansas City from prior to 1875 until his death, he was senior partner in the law firm of Warner, Dean, Langworthy & Thompson. He left surviving only two children, Mason L. Dean and Alice Dean Green Swobe, and no descendant of any deceased child.

Mason L. Dean, born in 1880, died in 1962, leaving surviving him his wife Flora, now deceased, and only one child, Helen Dean Fennelly Sullivan, and no descendant of any deceased child. Helen was born in 1907. John Joseph Fennelly, born in 1930, is the only child of Helen. There are no descendants of a deceased child of Helen.

Alice Dean Green Swobe, born in 1876, died October 29, 1963. Married twice, she had two sons by her first marriage, both of whom predeceased her, the sons leaving no descendants. She was divorced from her first husband. She had no children by her second husband, who predeceased her. She was not survived by any natural born child or descendants of a deceased child, but she was survived by Deane Green Anderson (the widow of Alice’s deceased second son), whom she adopted on July 30,1953 in the Circuit Court of Jackson County. The adoptee was born September 14, 1910.

The last will and testament of Oliver H. Dean consisted of 14 articles. In the first four articles he directed the payment of debts and funeral expenses, bequeathed his lawbooks to a law school, and made specific bequests of $5,000 and $3,000 to a housekeeper and a servant. Article VI bequeathed certain personal property such as furniture, automobiles, etc., to his daughter Alice. The will created two trusts. By Article V he placed his residence property in trust for the benefit of his daughter Alice, with power in the trustees to sell the property and a direction to invest the proceeds and pay the income to Alice during her life, “and upon her death, I give, bequeath and devise the principal of said trust fund or said real property, if not sold as aforesaid, to my beloved grandsons, Dean Green and Alvah Sherman Green, Jr., in equal parts, or to the survivor of them, if either be then dead without issue then living, their or said survivor’s heirs and assigns forever; if either or both of my said grandsons be dead, at the death of my said daughter, then to said surviving grandson and the issue of said grandson, then living, per stirpes and not per capita, or the issue of both,, then living, per stirpes and not per capita, as the case may be absolutely and in fee; if my said grandsons should both be dead at the death of my said daughter, without issue then living, then to my heirs at law, per stirpes and not per capita, their heirs and assigns forever.” At Alice’s death this trust was carried on the books of the trustee at approximately $4500. By Article VII he created a residual trust, with provisions for holding, investing and paying the net income from the remainder of his property, as. provided in the will, subject to the provision of Article XI. Article VIII provided $10,000 per year each for his son Mason and his daughter Alice for their lives, the balance of the net income to be added to the corpus of the trust fund. Article IX provided as follows: “Upon the death of my said daughter, Alice Dean Green, I give, bequeath and devise an undivided one-half of said trust fund or estate or the entire remainder thereof, if an undivided one-half thereof shall have already vested, absolutely, in my beneficiary or beneficiaries under the terms of this my last will, to the heirs of the body of my said daughter, per stirpes and not per capita, their heirs and assigns forever, or if my said daughter have no heirs of her body at her death, then to my heirs at law, per stirpes and not per capita, their heirs and assigns forever.” Article X directed the trustees at the death of Mason L. Dean to pay out of the net income of the trust estate to testator’s granddaughter Helen Dean, daughter of Mason, $10,000 per year *276 for life, the balance of the net income to be added to the corpus of the trust fund. Article X further provided: “Upon the death of my said granddaughter, Helen Dean, I give, bequeath and devise an undivided one-half of said trust fund or estate or the entire remainder thereof, if an undivided one-half thereof shall have already vested, absolutely, by reason of the death of my said daughter, Alice Dean Green, under the terms of this my last will, to the heirs of the body of my said granddaughter, Helen Dean, per stirpes and not per capita, their heirs and assigns forever; if my said granddaughter have no heirs of her body at her death, then to my grandsons, Dean Green and Alvah Sherman Green, Jr., in equal parts, or to the survivor of my said grandsons should either be then dead without issue then living, their or said survivor’s heirs and assigns forever; if either or both of my said grandsons be dead at the death of my said granddaughter, then to said surviving grandson and the issue of said deceased grandson, then living, per stirpes and not per capita, or or the issue of both then living, per stirpes and not per capita, as the case may be, absolutely and in fee; but in ease my said granddaughter dies without issue living at her death and both of my said grandsons be then dead without issue then living, then to my heirs at law, per stirpes and not per capita, their heirs and assigns forever.” The one half of the corpus of the trust created by Articles VII, VIH, IX and X as to which the trust terminated upon the death of Alice on October 29, 1963 was carried on the books of the trustee at $263,772.39, as of that date, Including an undivided one-half interest in several tracts of real estate.

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Bluebook (online)
394 S.W.2d 273, 1965 Mo. LEXIS 910, Counsel Stack Legal Research, https://law.counselstack.com/opinion/first-national-bank-of-kansas-city-v-sullivan-mo-1965.