Glueck v. McMehen

318 S.W.2d 371, 1958 Mo. App. LEXIS 473
CourtMissouri Court of Appeals
DecidedNovember 21, 1958
DocketNo. 7706
StatusPublished
Cited by4 cases

This text of 318 S.W.2d 371 (Glueck v. McMehen) 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
Glueck v. McMehen, 318 S.W.2d 371, 1958 Mo. App. LEXIS 473 (Mo. Ct. App. 1958).

Opinion

McDowell, judge.

This is an action in equity. George B. Glueck, Executor of the Estate of Abbie Smith, deceased, filed suit in the Circuit Court of Greene County, Missouri, against defendants to set aside the release of a $1,500 promissory note payable to Abbie Smith and a deed of trust securing the same asking that the court adjudge the note and deed of trust to be in full force and effect and that defendants be declared legally obligated to the estate under the terms of said instruments. Judgment was for plaintiff. Defendants appealed.

The petition, in substance, alleged that Abbie Smith and her husband, L. B. Smith, executed a joint will pursuant to a contract between them by which they agreed that the will was to be irrevocable after one testator had accepted benefits under the will after the death of the first testator and that the testator dying second would not dispose of any of the property jointly owned by the said testators without receiving adequate consideration therefor. It alleged that L. B. Smith died in 1954 and immediately upon his death, Abbie Smith accepted benefits under the joint will and continued to do so up until the time of her death, December 20, 1955. That L. B. and Abbie Smith owned 20 acres of land (in the petition described) as tenants by the entirety; that after the death of L. B. Smith until October 5, 1955, the property was owned solely by Abbie Smith and that on that day she executed a deed to said real estate to defendants and received in payment thereof a note for $1,500 due five years after date, secured by a deed of trust on the property, which deed of trust was recorded. That on or about November 4, 1955, Abbie Smith endorsed said note, "paid in full” and the deed of trust was released of record; that said release amounted to a gift to the defendants, made without consideration, and was in violation of Abbie Smith’s contractual duties under the joint will.

The petition alleges that defendants have paid no part of the principal or interest and that the same is now due. It asks that the court set aside the release of said note and deed of trust and decree the same to be in full force and effect and that defendants are legally obligated to the estate under the terms thereof.

The answer admits plaintiff is the duly appointed and acting executor of the estate of Abbie Smith and that defendants are residents of Greene County; that Abbie Smith died testate leaving a will which she jointly made with her husband, L. B. Smith, who died in 1954, and denies generally all other allegations of the petition. Defendants specifically d'eny they knew of the terms of the joint will and admit that they have never paid any part of the principal or interest under the terms of the note.

The facts show that L. B. Smith and Abbie Smith, husband and wife, executed the joint will October 19, 1953, which is in evidence as exhibit (A). It reads :

“Will of L. B. Smith and Abbie Smith: Page 1.
“We, L. B. Smith and Abbie Smith, husband and wife, residing in the County of Greene, State of Missouri, each of us being of sound mind and being desirous of jointly making some disposition of our property to take effect at our death, do make and declare this our last Will and Testament, hereby revoking all former wills by us or either of us at any time made:
“Article 1: It is our will and we direct that all our debts including funeral expenses be paid.
“Article 2: It is our will and we direct that in the event of the death . [373]*373of either, prior to the death of the other of said testators herein, then full ownership and property rights of our entire estate, both personal and real estate, shall be vested in the survivor of the said testators herein, subject only to the payment of debts of the deceased and ordinary administrative expenses, and at the death of said last survivor, we direct that our executor hereinafter named and after payments of debts and funeral expenses, shall make distribution of the residue ■of our entire estate to the following persons and in the following manner:
“Article 3: We give and bequeath ■to Grace Kelso the sum of Two Thousand Dollars, ($2,000.00).
“Article 4: We give and bequeath to Rhoda Kelley the sum of Two Thousand Dollars, ($2,000.00).
“Article 5: We give and bequeath to Isaac Grantham, brother of Abbie Smith, the sum of One Dollar, ($1.00).
“Article 6: We give and bequeath to L. W. Smith, W. L. Smith, and John L. Smith, brothers of L. B. Smith, the sum of One Dollar, ($1.00) each.
“Article 7: It is our will and we direct that after the payment of all our debts, costs of administration and the foregoing bequests, that full and complete ownership and title be vested in our niece, Laura C. Glueck, in and -to all the residue of our estate, consisting of personal property and real ■estate, of whatsoever nature and ■wheresoever situated.
“Article 8: It is our will and we direct that George Glueck be appointed Executor of this will and that he have full authority to collect all bonds, notes, mortgage, accounts and other evidences of debt, which may be due •our estate at the time of our death, and make distribution of proceeds as provided.
“In Witness Whereof, we have hereunto signed our names to the foregoing instrument at Walnut Grove, Missouri, this 19th day of October, 1953.
/s/ L. B. Smith Seal
'/s/ Abbie Smith Seal
“We, O. C. Matthews, C. C. Mc-Clelland, and Harry Hill, each residing at Walnut Grove, County of Greene, State of Missouri, have at the request of L. B. Smith and Abbie Smith, in their presence and in the presence of each other, signed our names as witnesses to the foregoing instrument at Walnut Grove, Missouri, this 19th day of October, 1953.
/s/ O. C. Matthews Seal
/s/ C: C. McClelland Seal
/s/ Harry Hill Seal
“Filed: April 1, 1957.”

The joint will was prepared by Nelson L. Murray at the request and direction of both parties. Murray testified:

“Q. Did both of them come to your office and talk to you about it? A. Yes; they did.
“Q. And they both came together, is that right? A. Yes.
“Q. * * * Now when L. B. Smith and Abbie Smith came to you to get you to prepare the will, they gave you the information, did they, that was to enable to — to enable you to put down in the will what they had ■ agreed on would be the disposition of their property. Is that right? A. Yes; they did.”

Murray testified that he did not remember the conversation other than what was recorded in the will but that the parties agreed what disposition was to be made of their property and he wrote the will according to their directions and at their request; that they both agreed that that [374]*374was the way they wanted their property to go.

Rhoda Kelly Fender, niece of Abbie Smith and a legatee in the will, testified that she 'had a conversation with L. B. Smith and Abbie Smith when L. B.

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Bluebook (online)
318 S.W.2d 371, 1958 Mo. App. LEXIS 473, Counsel Stack Legal Research, https://law.counselstack.com/opinion/glueck-v-mcmehen-moctapp-1958.