Jackson v. Wheeler

567 S.W.2d 363, 1978 Mo. App. LEXIS 2104
CourtMissouri Court of Appeals
DecidedApril 18, 1978
DocketNo. 38872
StatusPublished
Cited by5 cases

This text of 567 S.W.2d 363 (Jackson v. Wheeler) 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
Jackson v. Wheeler, 567 S.W.2d 363, 1978 Mo. App. LEXIS 2104 (Mo. Ct. App. 1978).

Opinion

SNYDER, Judge.

Michael Matejewski (Michael) sued to cancel his deed to his son, Lyle Matejewski, of 180 acres of farm land. A default judgment taken after service by publication was set aside by the trial court. Plaintiff died before trial and his administratrices were substituted. Plaintiff’s daughter, Josephine Jackson, was permitted to intervene as defendant. Prom a judgment in favor of defendant Lyle Matejewski, the intervenor appeals.

Appellant contends that the trial court erred in: (1) sustaining objections to her testimony on the basis of § 491.010, RSMo 1969, the dead man’s statute; (2) refusing to receive testimony at the hearing on defendant’s petition for review under Rules 74.12 and 74.15; and (3) directing a verdict for defendant at the close of intervenor’s case.

We review this case upon both the law and the evidence giving due regard to the opportunity of the trial court to judge the credibility of the witnesses. Rule 73.-01(3). This has been construed to mean “that the decree or judgment of the trial court will be sustained . . . unless there is no substantial evidence to support it, unless it is against the weight of the evidence, unless it erroneously declares the law, or unless it erroneously applies the law.” Murphy v. Carron, 536 S.W.2d 30, 32 (Mo. banc 1976).

The parties stipulated that a general warranty deed dated January 8, 1959 from Michael to respondent Lyle Matejewski reserving a life estate to Michael, was signed and duly recorded in the Clark County records and that Michael subsequently executed a quitclaim deed dated November 21, 1972 and recorded on August 20,1973 in the [365]*365Clark County records which conveyed the property in question to “Mike Matejewski and Josephine D. Jackson as joint tenants with the right of Survivorship and not as tenants in common . . . Michael’s petition filed April 26,1974 alleged that the consideration for the conveyance to respondent was an oral contract under the terms of which respondent agreed to maintain and support Michael during the remainder of his natural life and to furnish him a proper and suitable home, clothing, food, medical services, a suitable burial on his death and to operate and manage the farm and pay the taxes and costs of upkeep of the farm. The petition further alleged respondent’s breach of the oral contract and requested that the warranty deed be cancelled. Personal service on respondent was attempted unsuccessfully. Service by certified mail was returned marked: “Not Found, Address Unknown”. Constructive service was then obtained by publication in a local newspaper. Appellant was the only witness who testified at the default hearing on plaintiff’s petition. The plaintiff did not testify. A default judgment was granted setting aside the warranty deed of January 8,1959 and revesting the title to the real property in Michael alone.

Michael died on March 23,1975. Respondent’s petition for review of the default judgment as provided in Rule 74.12 et seq. was filed'on May 5, 1975 alleging that no attempt had been made to ascertain respondent’s true address after Michael’s petition to set aside the deed was filed and that respondent’s address could have been discovered if an attempt had been made. The petition further denied that there was ever any agreement between respondent and his father; that the deed was given because Michael wished his son to have the property and to avoid probate; and that the petition upon which the default judgment was rendered was untrue in other material respects.

The administratrices of Michael’s estate were substituted as plaintiffs. The admin-istratrices were two daughters of Michael and they individually, along with two other daughters, were joined as additional plaintiffs in the suit. Josephine Jackson, also Michael’s daughter, was permitted to intervene as a defendant.

At the hearing in May of 1976 on the petition to review the default judgment, the trial court refused to hear evidence offered by the substituted plaintiffs or the appellant. The court found the allegations of defendant’s petition were sufficient to comply with Rule 74.15, set aside the default judgment and granted respondent leave to answer the original complaint. His answer denied the existence of an agreement to care for his father. Respondent also filed a cross-claim to quiet title and a petition for an accounting. Appellant, as intervenor, answered respondent’s cross-claim and filed her own petition to set aside the deed, to quiet title and for actual and punitive damages. The claims for an accounting and for damages have been dismissed and need not be considered in this appeal.

Only appellant introduced evidence at the trial. Much of the testimony of two of her witnesses (Michael’s attorneys) was successfully objected to as hearsay. Objections to appellant’s testimony as to any transactions or conversations of Michael prior to his death were sustained on the grounds that it was inadmissible under the dead man’s statute, § 491.010, and also because it was hearsay and stated conclusions of appellant as to Michael’s intent. Appellant did testify that after her father’s death she had paid the taxes on the land, leased it to various tenants and supervised its operation. She also introduced evidence that she had arranged and paid for her father’s funeral. Respondent’s motion for a directed verdict was granted by the court at the close of plaintiffs’ and intervenor-appellant’s evidence and this appeal followed.

Appellant urges that objections to her testimony should not have been sustained because she was not a party to the original contract and since her testimony was in favor of the deceased party it was not barred by the dead man’s statute. We hold against the appellant on this point.

[366]*366Appellant in her offer of proof stated she would have testified that the deed to respondent was given upon consideration that he would care for his father and that instead respondent had abandoned his father; that appellant did in fact care for Michael; that respondent had tricked his father and never intended to comply with the terms of the agreement; and that it was Michael’s desire that, respondent should never have the fee simple title to the land. Her testimony would further be that Michael intended she should be the owner of the land. The court sustained the objection to this line of testimony on the basis that appellant was disqualified under § 491.010 and that many of the statements presented in the offer of proof were objectionable as being conclusions and hearsay.

The dead man’s statute is an enabling statute changing the common law rule which barred parties to litigation from testifying. The statute permits interested parties to testify but then provides in the negative that “where one of the original parties to the contract or cause of action in issue and on trial is dead, . the other party to such contract or cause of action shall not be admitted to testify either in his own favor or in favor of any party to the action claiming under him, . ” § 491.010, RSMo 1969.

We are confronted with a unique situation but research of the law relating to § 491.010 indicates that appellant’s testimony is inadmissible. To be rendered incompetent under the quoted first proviso of § 491.010, a witness must be both interested and a party to the contract or cause of action. Ham & Ham Lead and Zinc Inv. Co. v. Catherine Lead Co., 251 Mo. 721, 158 S.W. 369, 374[4] (1913); Galemore v. Haley,

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Bluebook (online)
567 S.W.2d 363, 1978 Mo. App. LEXIS 2104, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jackson-v-wheeler-moctapp-1978.