Johnston v. Estate of Phillips

706 S.W.2d 554, 1986 Mo. App. LEXIS 3781
CourtMissouri Court of Appeals
DecidedMarch 6, 1986
Docket14149
StatusPublished
Cited by4 cases

This text of 706 S.W.2d 554 (Johnston v. Estate of Phillips) 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
Johnston v. Estate of Phillips, 706 S.W.2d 554, 1986 Mo. App. LEXIS 3781 (Mo. Ct. App. 1986).

Opinion

FLANIGAN, Judge.

Claimant Margaret A. Johnston appeals from an order of the Probate Division of the Circuit Court of Dallas County disallowing her claim against the estate of Holland K. Phillips, deceased. The claim sought $48,000 for services claimant rendered Phillips during his lifetime. The appeal is from the probate division to this court as authorized by § 472.160. 1

Phillips died on January 10, 1983, at the age of 75. The claim was resisted by his *555 executor. Both sides introduced testimony at the hearing on the claim. Sitting without a jury, the trial court, in its order, made no findings of fact nor was it requested to do so.

Margaret's sole contention on appeal is that the trial court erred in disallowing her claim “in that all of the evidence clearly demonstrated” that she provided valuable services “under circumstances rendering it unjust to deny her compensation therefor.”

The claim was in two counts. Count 1 sought recovery on an express contract, based upon an alleged conversation in 1971 between Phillips and Margaret. Although Margaret began to testify in the trial court, objections based on the “Dead Man’s Statute” served to limit her testimony and she does not contend, on this appeal, that she made a sufficient showing to justify recovery on Count 1.

Count 2 was based, so it alleged, “upon the doctrine of quantum meruit.” Margaret’s brief states, “The gravamen of appellant’s claim in this case rests upon a theory of implied contract, or quantum meruit, relating to sundry domestic services performed by appellant for Holland Phillips during the years immediately preceding his death.”

Appellate review of this court-tried case is governed by the standard set in Murphy v. Carron, 536 S.W.2d 30 (Mo.banc 1976). See In re Estate of Miles, 632 S.W.2d 323, 325[1] (Mo.App.1982); Matter of Estate of Enger, 616 S.W.2d 137, 138[3] (Mo.App.1981). This court must affirm the judgment unless there is no substantial evidence to support it, unless it is against the weight of the evidence, or unless it erroneously declares or applies the law.

Count 2 sought recovery of $48,000, representing the alleged reasonable value of the services rendered by Margaret. She produced several witnesses who testified that the reasonable value was $200 a week. It appears, therefore, that the claim is based primarily upon services rendered during the last four or five years of Phillips’ life. Indeed Margaret’s brief emphasizes the value of her services during 1980, 1981 and 1982.

Phillips lived in Buffalo, Missouri, where for years he had operated a tire business. He also owned a farm near Buffalo. Some time in the 1960s Phillips turned over the active management of the tire business to his son. In 1969 Phillips bought the Happy Hill Tavern near Buffalo. Apparently the tavern was operated by someone else until 1972 when Phillips himself “started running it.” Phillips sold the tavern in 1977. Margaret’s brief states, “Appellant apparently commenced her acquaintance with Phillips as an employee in the tavern and resided in an adjacent house. At some point appellant and Phillips began living together, although the exact date is unclear.”

There was no evidence concerning whether Margaret was paid for her services as an employee in the tavern and she makes no claim for such services. There was evidence that she and Phillips spent nights together at her house or his before she moved in with him.

Evidence from both sides showed that Margaret lived with Phillips in his house in Buffalo, commencing at least as early as 1979, until his death. One of Margaret’s witnesses testified that “Margaret stayed with Phillips a long time beginning in 1968 or 1969.” A neighbor testified that Margaret and Phillips lived together for five or six years.

Phillips’ health was good until shortly before his death. Two months before he died he went on an eight-day deer hunting trip which involved “stomping through the woods.” He did not require nursing.

One of Margaret’s witnesses testified that “it was common knowledge around Buffalo that Margaret and Phillips were living together.” Margaret’s son testified that the couple “lived together in that house for a number of years before he died.” There was testimony that, prior to the time Margaret moved into Phillips’ house, they made trips together to Mexico and Iowa. On those trips “they slept together.”

*556 Testimony from both sides showed a very close relationship between Margaret and Phillips. Phillips’ daughter-in-law testified that “they shared the same bedroom, they went places together, they went fishing, they went to funerals together.” Margaret’s son, testifying for his mother, said, “They would go out in public together. I don’t know if you would say that they lived together as husband and wife.” Lona White, testifying for Margaret, said that Phillips and Margaret “were together” for ten years. Elbert White, a witness for Margaret, testified, “I assume Phillips and Margaret lived together as husband and wife.”

There was evidence that Margaret and Phillips played cards together, and had guests in to play cards. Margaret and Phillips also entertained friends for dinner and “ate at the same table.” One witness testified, “After 1979 I have been in their home to visit and eat. Margaret cooked and put the meals on the table and then we would all sit down and eat like a family.”

With respect to the services rendered by Margaret, and the benefits conferred upon her by Phillips, there was little dispute. Phillips furnished Margaret with transportation and with “a nice home.” Margaret did the yard work, cooked, washed and kept house. Plaintiff offered testimony showing that Margaret also worked on the farm, where they did not live, but some defense witnesses stated that Margaret did no work at the farm. A defense witness testified that Phillips paid the bills and Margaret did the work at the house where they lived together.

Elbert White, Margaret’s witness, testified that “Margaret carried on the duties of a housewife for a husband.” Margaret’s witness Virgen testified that Margaret “waited on Phillips just like any wife would” and that Phillips furnished Margaret with “a nice home and transportation.” Margaret had no furniture of her own. There was testimony that Phillips paid the household expenses, including groceries, utilities and telephone. A witness for Margaret testified that Phillips “worked hard right up until he died.”

Margaret offered testimony of various statements which Phillips allegedly made to individual witnesses. The statements included: “I have got my papers all fixed up. Margaret will be taken care of_ If something happens to me Margaret will be taken care of.... I have provided for Margaret when I am gone.” The defense offered testimony from Phillips’ brother to the effect that “Phillips never mentioned that he was going to pay Margaret or take care of her.” Another defense witness, a close friend of Phillips, testified: “Phillips paid the bills and Margaret did the work.

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Cite This Page — Counsel Stack

Bluebook (online)
706 S.W.2d 554, 1986 Mo. App. LEXIS 3781, Counsel Stack Legal Research, https://law.counselstack.com/opinion/johnston-v-estate-of-phillips-moctapp-1986.