In Re Estate of Stengel

557 S.W.2d 255, 1977 Mo. App. LEXIS 2292
CourtMissouri Court of Appeals
DecidedSeptember 27, 1977
Docket37769
StatusPublished
Cited by16 cases

This text of 557 S.W.2d 255 (In Re Estate of Stengel) 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
In Re Estate of Stengel, 557 S.W.2d 255, 1977 Mo. App. LEXIS 2292 (Mo. Ct. App. 1977).

Opinion

KELLY, Judge.

In this appeal from a judgment of the Circuit Court of the City of St. Louis the question for decision is whether the term “personal effects,” as used in the context of the testatrix’s will, must be construed to *257 include not only tangible personal property but also intangible personal property such as stocks, bonds and other items inventoried as assets of the Estate. The Circuit Court held they were not. We affirm.

Mildred Stengel, the testatrix, died on November 28, 1973, her last will and testament was filed in the Probate Court of the City of St. Louis on November 29, 1973, letters were granted, and Anna Mae South-ard and the Tower Grove Bank and Trust Company were appointed co-executors thereof as provided in Article Fifth of the will. On January 24, 1974, an Inventory and Appraisement listing the assets of the estate and their fair market value as of the date of death of the testatrix was filed. On February 27, 1974, at the instance of the executors an order of partial distribution was granted. This litigation was instituted on December 5, 1974, by Mrs. Ann West-house, a legatee under the will, by the filing of a Petition for Determining the Interest of Legatees and for an Order of Distribution in the Probate Court of the City of St. Louis. Although Mrs. Westhouse alleged that she filed this Petition for and on behalf of herself and the other individual legatees mentioned in Article Third (a) of the will, she also alleged that they had refused to join her in the action and they have refused to join her throughout this litigation as party-petitioners. Following an adverse ruling in the Probate Court, Mrs. West-house (hereinafter “the Petitioner”) took an appeal to the Circuit Court of the City of St. Louis where the Petition was tried de novo. Sections 472.200 and 472.250 RSMo. 1969. There again an adverse judgment was entered and this appeal followed.

The Petition here is in two Counts. In Count I Petitioner sought a determination of the interest of herself and the other legatees under Article Third (a) of the will to certain items inventoried as assets of the estate which the executors have refused to distribute to the Petitioner and the other legatees named therein. She also prayed that if the distribution of these assets could not be jointly made without material injury to the rights of. the legatees thereto as individuals, that a sale of said items be ordered and the proceeds therefrom be divided between the legatees under the will according to their individual rights. Named as defendants were each legatee named in the will and the executors in their representative capacities.

Count II sought an order requiring the executors of the estate to inventory and value some sheets of piano music, the exact number of sheets being unknown to the Petitioner, but alleged “to be over one thousand,” and to recover them from the possession of Caroline Wessbecker to whom they had been distributed as a part of Ms. Wess-becker’s distributive share of the estate under Article Second (b) of the will. Alternatively, if the executors were unable to recover this sheet music, the Petition prayed that they be surcharged for the value of this sheet music.

An allowance for reasonable attorney’s fees and costs of suit were prayed in each Count.

The Circuit Court, after hearing, entered findings of fact and judgment as follows:

“. . . that the Will of testatrix admitted to probate is unambiguous, that the legacy provided in Article Third (a) bequeathed only tangible personal property located in the home of testatrix not otherwise disposed of in Article Second (a) and (b), and that said legacy was fully satisfied by the distribution effected in March, 1974 pursuant to the Order of Partial Distribution previously entered by the Probate Court.
“Alternatively, the Court finds that if the Will of testatrix admitted to probate is ambiguous, that her prior Wills making the identical residuary disposition of her estate fully evidences her intent, (sic)— to bequeath balance of all ‘personal effects’ etc., not just those coming from husband’s estate.
“The Court further finds that the inventory filed in the Probate Court discloses an estate requiring the filing of a Federal Estate Tax Return on or before August 26,1974, but because the residuary estate was devised and bequeathed to a tax *258 exempt organization no tax was payable. That petitioners (sic) delay until December 13, 1974 (sic) in instituting these proceedings prejudiced respondents and constitutes laches barring any recovery. “Court further finds that distribution of sheet music to the legatee of the piano constituted proper disposition thereof.”

Judgment was entered that the Petition be dismissed and that judgment be entered in favor of the “Respondents” and against Petitioner on Counts I and II of the Petition.

On appeal the Petitioner presents to this court six Points Relied On. The initial Point charges that the Circuit Court erred in permitting the executors to make this a contested case between the executors and the Petitioner on the grounds that they are not an “interested party.” The executors were not only a proper party, they were necessary parties. In a will construction suit all of the parties interested in the subject matter of the suit must be made parties thereto. In re Gordes Estate, 116 S.W.2d 207, 209[7] (Mo.App.1938). Not only were these executors made a party to this proceeding, but as executors they also had an interest in seeing that the will was properly construed and in conserving the assets of the estate for the purposes to which they were to be eventually devoted. First Trust Co. v. Myers, 239 Mo.App. 403, 188 S.W.2d 519, 522 (1945). There is no merit to this contention.

Petitioner’s second Point attacks four of the findings of the Circuit Court on the grounds “there was no evidence introduced to even tend to prove these findings.” The findings Petitioner contends have no evidence to support them are:

1) that the Petitioner was guilty of lach-es,
2) that the testatrix’s intention was to bequeath only tangible personal property located in testatrix’s home to the legatees named in Article Three (a) of the will,
3) that the partial order of distribution was fully ratified by the March 1974 distribution and precluded the petitioner from filing this will construction suit, and
4)that a prior will shows the intention of testatrix to bequeath all intangible property to the remainderman.

We find no finding that corresponds to the third “finding” under this Point in the findings of fact and judgment herein.

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Bluebook (online)
557 S.W.2d 255, 1977 Mo. App. LEXIS 2292, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-stengel-moctapp-1977.