In Re Estate of Moe

719 P.2d 7, 11 Kan. App. 2d 244, 1986 Kan. App. LEXIS 1137
CourtCourt of Appeals of Kansas
DecidedMay 15, 1986
Docket57,748
StatusPublished
Cited by7 cases

This text of 719 P.2d 7 (In Re Estate of Moe) is published on Counsel Stack Legal Research, covering Court of Appeals of Kansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Estate of Moe, 719 P.2d 7, 11 Kan. App. 2d 244, 1986 Kan. App. LEXIS 1137 (kanctapp 1986).

Opinion

Buchele, J.:

This action arises out of a claim against the estate of William B. Moe filed by Ida E. Turner, former housekeeper of the decedent.

Decedent died intestate on August 19, 1983. A petition for administration of his estate under the Kansas Simplified Estates Act (K.S.A. 59-3201 et seq.) was filed, and William W. Moe, son of the decedent and his only heir-at-law, was appointed as administrator of the estate.

Subsequent to the opening of this estate, Ida E. Turner filed a petition for allowance of claim against the estate seeking the sum of $225,978.17 as consideration “due and owing as of January 1, 1984 for services performed by said Ida E. Turner for William B. Moe for the period July, 1969 through May of 1983.” Additionally, she sought to recover the sum of $809.50 for the sale of certain items of personal property allegedly owned by her but sold by decedent in a farm sale held in July 1980, and for the return of some specific items of personal property.

Turner s claim was originally tried before the district magistrate. The district magistrate heard the testimony of twenty-three witnesses and received numerous exhibits into evidence. The magistrate denied Turner’s claim in its entirety. This decision was appealed to the district court. The only evidence presented to the district court was the trial transcript and exhibits from the hearing before the magistrate. The district court reversed the *246 magistrate and found that the decedent orally promised to will certain property to Turner, and ordered specific performance of the contract by way of conveyance to Turner of a tract of land known as the “pig pen” and a sum of money equal to the sale price of another tract of land known as the “home place” to Turner. The administrator appeals this decision.

When a case is submitted to the district court on appeal from a district magistrate on the printed record, without oral testimony, it is the duty of the district court to reexamine that record and make its own findings of fact and conclusions of law. K.S.A. 59-2408. See generally In re Estate of Neis, 170 Kan. 254, 260, 225 P.2d 110 (1950).

On appeal from a decision of the district court on written and documentary evidence, the appellate court has the same opportunity to examine and consider the evidence as the trial court. Stith v. Williams, 227 Kan. 32, 605 P.2d 86 (1980); In re Estate of Broadie, 208 Kan. 621, 493 P.2d 289 (1972). The facts of this case are as follows.

In September of 1969, Ida E. Turner, the appellee, was employed by one Albert “Cap” Moe, father of the decedent herein, to perform live-in housekeeping services. These services were performed at the home of Cap Moe, which was situated on an 80-acre farm known as the “home place."’

For performing the household services for Cap Moe, Turner received $20 per week. In September of 1969, Cap Moe died. Following his death, William B. Moe, the decedent herein, retained Turner to perform similar housekeeping chores at the same rate of pay.

From the period September 1969 through July 1980, Turner continued to perform housekeeping services at the home place for William B. Moe. Turner’s brother, Bud Herda, moved into the home place after Cap Moe’s death.

At the inception of Turner’s care for the decedent, he was 67 years of age and in fairly good physical and mental health. Between 1969 and July 1980, the physical condition of the decedent deteriorated. During this time he incurred several hospitalizations as a result of ulcers, strokes, an amputation of part of a foot and other medical ailments. As a result of the decedent’s worsening health he eventually became confined to a wheelchair.

*247 Due to the decedent’s deteriorating health, he required more care and became unable to perform the necessary and daily chores associated with the operation of the home place, which were assumed by Turner and her brother. These chores included looking after and caring for cattle, pigs and fowl, mending fences, hauling grain and livestock to market, tending a garden, helping put up hay, and running errands. Neither Turner nor Herda were compensated for the farm duties. However, the decedent and Turner did share the profits from the hog-feeding operation from which Turner earned $1,000 to $1,500 per year.

Prior to November of 1976, Turner claims the decedent promised that if she would continue to perform the household duties and in addition take care of the farm, he would leave her the “home place” and an additional tract of land known as the “pig pen,” and see that she was “taken care of.” The decedent made this statement on more than one occasion prior to November of 1976.

In November of 1976, the decedent executed a Last Will and Testament which left to Turner the “home place,” the “pig pen,” and various other real and personal property, including the residue of the decedent’s estate. Turner was shown a copy of this will.

On February 6, 1978, the decedent executed a second will, which was almost identical to the first will with the exception of one small piece of property not relevant here. Turner was given a copy of this will. This second will was apparently destroyed sometime after January 8, 1980, when decedent obtained delivery of it from the scrivener.

On June 5, 1979, an altercation occurred between Turner and William W. Moe (Billy Moe), son of the decedent, relative to the care, or lack thereof, being rendered by Turner to the decedent. The parties’ versions of what actually happened are disparate. However, as a result of this confrontation, Turner and her brother left the home place at Billy Moe’s insistence. Turner went to Wichita to stay with her daughter, and remained there for about one week. She then returned to decedent’s home, after several requests from the decedent, and resumed her duties at the home place until it was sold in July 1980.

The June 1979 altercation between Turner and Billy Moe had to do with Turner’s drinking. On Thanksgiving Day, 1979, *248 Turner burned the turkey and decedent was not fed dinner due to Turner’s drinking with her daughter and her brother. By January 1980, the decedent was so disenchanted with Turner’s drinking that he told at least two disinterested persons that he had asked Turner to straighten up her drinking, and that she wouldn’t do it, so he decided to sell the home place. Billy Moe felt Turner neglected caring for his father at least in part due to her drinking. Decedent’s dissatisfaction with Turner’s drinking and care was the impetus for his decision to sell the home place and move to town.

Before July 1,1980, decedent purchased a house for $6,000 for Turner to live in and placed the title in her name. Decedent moved into a house he previously owned about three blocks away.

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Bluebook (online)
719 P.2d 7, 11 Kan. App. 2d 244, 1986 Kan. App. LEXIS 1137, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-moe-kanctapp-1986.