In Re Estate of Opel v. Aurien

179 S.W.2d 1, 352 Mo. 592, 1944 Mo. LEXIS 524
CourtSupreme Court of Missouri
DecidedMarch 6, 1944
DocketNo. 38112.
StatusPublished
Cited by12 cases

This text of 179 S.W.2d 1 (In Re Estate of Opel v. Aurien) 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
In Re Estate of Opel v. Aurien, 179 S.W.2d 1, 352 Mo. 592, 1944 Mo. LEXIS 524 (Mo. 1944).

Opinion

*596 CLARK, J.

Appellant is the administrator, with the will annexed, of the estate of John N. Opel, deceased, and respondent is the executor of the estate of Alice J. Opel, deceased widow of John N. Opel. The case originated in the probate 'court of the City of St. Louis by the filing of respondent’s petition for the allowance to the estate of Alice J. Opel of one-half the personal property of the John N. Opel estate, subject to the payment of debts. The petition was sustained by the probate court. On appeal to the circuit court the case was tried to a jury and, at the close of all the evidence, the court instructed the jury to return a verdict for respondent. From the judgment rendered on this directed verdict, an appeal has been taken. The amount involved gives this court jurisdiction..

Appellant filed no pleading in either the probate or the circuit court. His theory, as disclosed by the evidence introduced and instructions requested by him at the trial and the briefs filed here, is: (1) that Alice J. Opel was not entitled to one-half the personal property of her deceased husband under' Section 325 because she failed to' file an election as provided in- Sections 327 and 329; [R. S. Mo. 1939, Mo. R. S. A., vol. 1, pp. 607, 613.] (2) that her executor is estopped from claiming under Section 325 because of his alleged attempt to claim inconsistent benefits under the will of John N. Opel, and because of an alleged oral agreement between John N. Opel and Alice J. Opel to execute mutual wills.

John N. Opel died December 31, 1935, and his wife died nine days later, at the ages of 83 and 80 years, respectively. Neither left children or descendants. Mrs. Opel left property valued at about $20,000.00, and Mr. Opel left about $23,000.00 in personal property and also some real estate. Both left wills which were duly admitted to probate. The will of Mr. Opel, apparently written by himself, was dated March 26, 1930, and in item (2) all his personal property was bequeathed to his wife; in item (3) all the residue, real and personal, was devised and bequeathed to his wife for life with power of disposal, but in such manner that the estate should be kept intact and not reduced in value, and if his wife should remarry the estate should under no circumstances be liable for the debts of her husband or her relatives; item (4), (5) and (6) provided for the distribution of the estate to named persons after his wife’s death; and item (7) is as follows: “This space is intended for the attachment of such changes as may be executed in this will provided, and when so executed and attached they are to be construed as a part of this will. Each execution to be signed by the testator.” ,

The will of Mrs. Opel was dated September 16, 1930. It bequeathed certain personal property, such as household goods, furniture, silver *597 ware, and automobiles to her husband outright. The residue of the estate was placed in trust with directions to pay the net income to her husband during his life and, if necessary, to encroach upon the principal for his reasonable care and comfort, or because of illness, infirmity or any other emergency. It provided that after the death of the husband, the property remaining should be distributed to certain named persons. The husband was named as one of the trustees and as one of the executors.

Mr. Opel died suddenly, falling dead at the bedside of his. wife who was then very ill. The next day she was taken to a hospital where she remained until her death a few days later. Under the testimony it is very doubtful that she ever realized that her husband had died. Certain it is that she was never mentally or physically able after his death to transact any business in reference to his estate, and his will was not filed for probate until after her death. It was developed that appellant, as administrator of Mr. Opel’s estate, brought a suit to construe his will and determine whether his widow took complete ownership of all his personal property mider item (2) or only a life estate under items (3) and (4). In that suit the executor of Mrs. Opel’s estate and her residuary legatees were represented by different attorneys and filed separate answers, the answer of the legatees claiming that Mr. Orel’s will should be construed to give his widow complete ownership of his personal property. That suit finally resulted in a construction that the will granted only a life estate in the personalty. [137 S. W. (2d) 679.] Oh cross-examination of two of the four residuary legatees of Mrs. Opel, as to their answer in that case, one said that the executor handled that for them, and the other said she guessed that the executor took that position for them.

In the instant case in the circuit court two witnesses testified for appellant. Byron Moser said that some time prior to the date of Mr. Opel’s will both Mr. and Mrs. Opel told him that each had a separate estate; “that each had agreed with the other, they told me, in case he died, for instance, that his estate would be left so that Mrs. Opel would get the benefit of that estate during her lifetime, and that after she died that the estate would be distributed according to his wishes in his will, and vice versa. In other words, both agreed upon the same general plan, so they told me. ’ ’ He further said they later told him they had carried out their wishes and had drawn wills just like they had related to him that they desired to do.

George Aurien, a nephew of -John N. Opel and administrator of his estate, said: “My aunt told me that they had talked the matter over as to just how they were going to' dispose of their property; that instead of taking an outright interest in each other’s estate they agreed to put their estate in trust for each other for life; that his relatives receive after her death all of his property and, likwise, her *598 folks would receive after his death, and that they had made their wills out accordingly.”

In rebuttal, respondent offered Mr. Wigge, who wrote Mrs. Opel’s will. He said she never at any time told him she had any understanding with Mr. Opel as to' the disposition of her property.

This appeal was first lodged in Division Two of this court and appellant cited some early cases, particularly Bryant v. Christian, 58 Mo. 98, in support of his contention that a widow of a deceased husband who left no descendants cannot take one-half his personal property under Section 325 without filing an election under Sections 327 and 329. Since then this court en banc decided in In re Dean’s Estate, 350 Mo. 494, 166 S. W. (2d) 529, that a widow under such circumstances is entitled to one-half her deceased husband’s personalty, subject to his debts, without filing an election, and that she is not deprived of that right by contrary provisions in his will. We also held in that ease that the holding in the Bryant case on this point was overruled in Klocke v. Klocke, 276 Mo. 572, 208 S. W. 825. Cases cited in the Dean case will show that our ruling there is in harmony with our decisions since the Bryant case and with many decisions of our courts of appeals.

Appellant’s contention that respondent is estopped to claim one-half the personal property by reason of having taken an inconsistent position in the suit to construe Mr. Opel’s will requires little discussion. There is no evidence that respondent’s answer in that ease made claim to complete ownership of all the personalty of Mr. Opel’s estate.

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Bluebook (online)
179 S.W.2d 1, 352 Mo. 592, 1944 Mo. LEXIS 524, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-opel-v-aurien-mo-1944.