IN THE ESTATE OF GEORGE L. BRIGGS, JONA A. BRIGGS, PERSONAL REPRESENTATIVE OF THE ESTATE OF GEORGE L. BRIGGS, AND JONA A. BRIGGS, INDIVIDUALLY AND AS SUCCESSOR TRUSTEE OF THE GEORGE L. BRIGGS REVOCABLE TRUST AGREEMENT DATED JUNE 3, 2004, Petitioner/Respondent-Appellant v. RENATE BARBER, Respondent/Petitioner-Respondent.

CourtMissouri Court of Appeals
DecidedNovember 12, 2014
DocketSD32995
StatusPublished

This text of IN THE ESTATE OF GEORGE L. BRIGGS, JONA A. BRIGGS, PERSONAL REPRESENTATIVE OF THE ESTATE OF GEORGE L. BRIGGS, AND JONA A. BRIGGS, INDIVIDUALLY AND AS SUCCESSOR TRUSTEE OF THE GEORGE L. BRIGGS REVOCABLE TRUST AGREEMENT DATED JUNE 3, 2004, Petitioner/Respondent-Appellant v. RENATE BARBER, Respondent/Petitioner-Respondent. (IN THE ESTATE OF GEORGE L. BRIGGS, JONA A. BRIGGS, PERSONAL REPRESENTATIVE OF THE ESTATE OF GEORGE L. BRIGGS, AND JONA A. BRIGGS, INDIVIDUALLY AND AS SUCCESSOR TRUSTEE OF THE GEORGE L. BRIGGS REVOCABLE TRUST AGREEMENT DATED JUNE 3, 2004, Petitioner/Respondent-Appellant v. RENATE BARBER, Respondent/Petitioner-Respondent.) 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 THE ESTATE OF GEORGE L. BRIGGS, JONA A. BRIGGS, PERSONAL REPRESENTATIVE OF THE ESTATE OF GEORGE L. BRIGGS, AND JONA A. BRIGGS, INDIVIDUALLY AND AS SUCCESSOR TRUSTEE OF THE GEORGE L. BRIGGS REVOCABLE TRUST AGREEMENT DATED JUNE 3, 2004, Petitioner/Respondent-Appellant v. RENATE BARBER, Respondent/Petitioner-Respondent., (Mo. Ct. App. 2014).

Opinion

IN THE ESTATE OF GEORGE L. BRIGGS, ) DECEASED. ) ) JONA A. BRIGGS, PERSONAL ) REPRESENTATIVE OF THE ESTATE OF ) GEORGE L. BRIGGS, DECEASED, AND JONA ) A. BRIGGS, INDIVIDUALLY AND AS ) SUCCESSOR TRUSTEE OF THE GEORGE L. ) BRIGGS REVOCABLE TRUST AGREEMENT ) DATED JUNE 3, 2004, ) ) Petitioner/Respondent-Appellant, ) ) vs. ) No. SD32995 ) RENATE BARBER, ) Filed: November 12, 2014 ) Respondent/Petitioner-Respondent. )

APPEAL FROM THE CIRCUIT COURT OF STONE COUNTY

Honorable Mark A. Stephens, Associate Circuit Judge

AFFIRMED

Jona A. Briggs, individually, as personal representative, and as trustee (“Briggs”),

appeals from the trial court’s judgment finding that Briggs and Renate Barber (“Barber”)

reached a settlement agreement resolving three related lawsuits involving the division of

real property between them, and granting Barber specific performance of that settlement

1 agreement. Briggs raises two points of error – (1) there was no substantial evidence to

determine the legal description of the real property involved, and (2) “there was no

substantial evidence to support the judgment or it misapplied the law” in finding that

Briggs and Barber reached a settlement agreement. We affirm the trial court’s judgment

because, viewing the evidence as we must view it in accordance with our standard of

review, there was substantial evidence to permit a competent surveyor to find and

identify the real property involved, and to support the trial court’s finding that Briggs and

Barber reached a settlement agreement.

Facts and Procedural History

Viewed in accordance with our standard of review, the evidence showed the

following. George L. Briggs, Jr. died on December 12, 2006. On February 9, 2007, Mr.

Briggs’ daughter, Jona A. Briggs, individually and as trustee of Mr. Briggs’ trust, filed a

petition to set aside two deeds executed by Mr. Briggs in favor of Renate Barber, Mr.

Briggs’ companion. Briggs subsequently filed an application for probate of a Will dated

June 3, 2004 and letters testamentary, and, on March 9, 2007, was appointed personal

representative of the estate of Mr. Briggs. On May 14, 2007, Barber filed a petition to

contest Mr. Briggs’ Will dated June 3, 2004 and establish a Will dated December 8, 2006

as Mr. Briggs’ true Will. The defendants in the will contest included Briggs individually,

as personal representative of the estate of Mr. Briggs, and as trustee of Mr. Briggs’ trust.

On June 12, 2007, Briggs, in her capacity as personal representative of the estate of Mr.

Briggs, filed a petition to discover assets against Barber in an adversary proceeding

within the estate of Mr. Briggs.

2 On June 18, 2012, Briggs and Barber along with counsel participated in mediation

relating to these three lawsuits (i.e., petitions to set aside two deeds, contest a Will, and

discover assets) without arriving at a resolution of the lawsuits. Later that day, counsel

for Briggs extended to counsel for Barber by telephone an offer to resolve the lawsuits,

and counsel for Barber accepted the offer. A short time later on the same day, counsel

for Barber asked counsel for Briggs by email to “forward . . . a draft of the settlement

agreement for my review.” That evening, counsel for Briggs emailed to counsel for

Barber “the outline of the deal as I understand it” in ten numbered paragraphs.

After counsel for Barber inquired about “the status of the settlement agreement”

on July 9, 2012, counsel for Briggs emailed a draft settlement agreement to counsel for

Barber on July 13, 2012. Counsel for Barber replied by email on July 17, 2012, “I added

some basic provisions, but I agree with the substance of the agreement. If you approve of

my suggested changes, I will forward to my client for signature.” On August 6, 2012,

counsel for Briggs replied by email “[t]he changes are fine.”

Under the revised, written settlement agreement, seven parcels of real property in

Taney County and one parcel of real property in Stone County were to be divided as

follows: Barber was to transfer to Briggs as trustee Taney County parcels three through

seven and the Stone County parcel and all but the east 100 acres of Taney County parcel

two (the settlement agreement provided “unless . . . mutually agree[d] otherwise,” the

boundary line separating the two parts of Taney County parcel two “shall be a line

running due north and south”). Barber was to retain Taney County parcel one and the

east 100 acres of Taney County parcel two.

3 Barber subsequently executed the settlement agreement on or about August 20,

2012 (the settlement agreement Barber executed was the same agreement as the

settlement agreement counsel for Briggs stated was “fine” on August 6, 2012 except that

the date of the agreement had been changed from July to August, and a typographical

error in one of the notary acknowledgment blocks had been corrected). Barber then paid

a surveyor $3,500 to prepare a survey that divided Taney County parcel two in

accordance with the settlement agreement.

On December 27, 2012, Barber filed a motion to enforce the settlement of the

three lawsuits between Barber and Briggs individually, as personal representative and as

trustee.

On January 30, 2013, by email, counsel for Briggs informed counsel for Barber

for the first time that Briggs (1) refused to execute the settlement agreement and (2)

offered to settle the three lawsuits on substantially different terms.

On July 9, 2013, the trial court conducted a hearing on Barber’s motion to enforce

settlement. When Barber offered into evidence the survey that divided Taney County

parcel two, Briggs objected and then withdrew her objection as follows:

[Counsel for Briggs]: The only problem I have with Exhibit D, I’d object, I cannot tell when the survey was done. Do we have an invoice that shows when it was done or maybe I need to get glasses, Judge. [Counsel for Barber]: It’s dated October 18, 2012, on the survey. [Counsel for Briggs]: 10/18/12, okay. THE COURT: Are you withdrawing your objection? [Counsel for Briggs]: Withdraw my objection, Judge.

The trial court then admitted the survey.1

1 The trial court also left the record open for thirty days for Briggs to identify any errors in the survey. Briggs did not supplement the record during that time.

4 In an amended judgment filed September 26, 2013, the trial court granted Barber

specific performance of a settlement agreement with Briggs, and found that:

on June 18, 2012, Briggs and Barber, through their respective counsel, entered into a settlement agreement, supported by consideration to settle the above-captioned litigation, under the terms set forth in an email from [counsel] for Briggs[] to [counsel] for Barber, and that on August 6, 2012, Briggs and Barber further memorialized the terms of the settlement as set forth in the June 18, 2012, email, in a written Settlement Agreement (“Settlement Agreement”) as counsel for Barber emailed the Settlement Agreement to counsel for Briggs after agreed upon changes to the form of the Settlement Agreement were made to the Settlement Agreement.

Standard of Review

In a court-tried case:

we must affirm the judgment of the trial court unless no substantial evidence supports it, it is against the weight of the evidence, or it erroneously declares or applies the law. Murphy v. Carron, 536 S.W.2d 30, 32 (Mo. banc 1976); Johnson v.

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IN THE ESTATE OF GEORGE L. BRIGGS, JONA A. BRIGGS, PERSONAL REPRESENTATIVE OF THE ESTATE OF GEORGE L. BRIGGS, AND JONA A. BRIGGS, INDIVIDUALLY AND AS SUCCESSOR TRUSTEE OF THE GEORGE L. BRIGGS REVOCABLE TRUST AGREEMENT DATED JUNE 3, 2004, Petitioner/Respondent-Appellant v. RENATE BARBER, Respondent/Petitioner-Respondent., Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-the-estate-of-george-l-briggs-jona-a-briggs-personal-representative-moctapp-2014.