JOYCE CAMP McDERMOT, personally, and as beneficiary and successor trustee under the Barbara J. Hilderbrand Revocable Trust Agreement dated January 11, 2005, as Amended and Restated v. DAVID DONER and STEPHANIE DONER, Defendants-Respondents

CourtMissouri Court of Appeals
DecidedOctober 14, 2021
DocketSD36775
StatusPublished

This text of JOYCE CAMP McDERMOT, personally, and as beneficiary and successor trustee under the Barbara J. Hilderbrand Revocable Trust Agreement dated January 11, 2005, as Amended and Restated v. DAVID DONER and STEPHANIE DONER, Defendants-Respondents (JOYCE CAMP McDERMOT, personally, and as beneficiary and successor trustee under the Barbara J. Hilderbrand Revocable Trust Agreement dated January 11, 2005, as Amended and Restated v. DAVID DONER and STEPHANIE DONER, Defendants-Respondents) 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
JOYCE CAMP McDERMOT, personally, and as beneficiary and successor trustee under the Barbara J. Hilderbrand Revocable Trust Agreement dated January 11, 2005, as Amended and Restated v. DAVID DONER and STEPHANIE DONER, Defendants-Respondents, (Mo. Ct. App. 2021).

Opinion

JOYCE CAMP McDERMOT, personally, ) and as beneficiary and successor trustee ) under the Barbara J. Hilderbrand ) Revocable Trust Agreement dated ) January 11, 2005, as Amended and ) Restated, ) ) Plaintiff-Appellant, ) v. ) No. SD36775 ) Filed: October 14, 2021 DAVID DONER and STEPHANIE ) DONER, et al., ) ) Defendants-Respondents. )

APPEAL FROM THE CIRCUIT COURT OF LAWRENCE COUNTY

Honorable James Ronald Carrier, Special Judge

AFFIRMED

This declaratory judgment action was filed after plaintiff Joyce Camp McDermot

(McDermot) was replaced as successor trustee and beneficiary of the Barbara J. Hilderbrand

Revocable Trust dated January 11, 2005 (Trust) in a separate guardian/conservatorship

action (hereinafter referred to as Conservatorship).1 After the death of Barbara Hilderbrand

(Hilderbrand), McDermot filed the underlying eight-count petition. In her second amended

1 McDermot, as plaintiff below, filed “personally, and as beneficiary and successor trustee” under the Trust. We refer to her in all alleged capacities as McDermot. petition, she named the following persons and entities as defendants: David Doner (David)

and his wife, Stephanie Doner (Stephanie), personally and as trustees of the DSD Trust;

Susan Baddley (Susan) and her husband, Robert Baddley, personally and as trustees of the

Baddley Family Trust; Nancy Morrill (Nancy) and her husband, Greg Morrill, personally

and as trustees of the Gregory and Nancy Morrill Trust; Rebecca Baddley; and the American

Humane Association. Hereinafter, we refer to all these persons and entities collectively as

Defendants. David, Susan and Nancy were Hilderbrand’s nephew and nieces, respectively.2

Following a bench trial, the court made the following decisions relevant to this appeal: (1)

on Counts 1-3, the court declined to grant declaratory relief to McDermot because it would

not terminate the uncertainty or controversy giving rise to this proceeding; and (2) on Counts

4-7, the court found in favor of the Defendants named in those counts.

On appeal, McDermot presents seven points. In Points 1-3, 5 and 6, McDermot

contends the trial court erred by refusing to enter a declaratory judgment voiding or

changing certain rulings made by the judge in the Conservatorship, and by other trial courts

in related cases. Point 4 contends the trial court erred by failing to make specific findings.

Point 7 contends the trial court erred by refusing to quiet title to Hilderbrand’s residence in

favor of McDermot. Finding no merit in any of these points, we affirm.

Factual and Procedural Background

“We view the evidence in the light most favorable to the trial court’s judgment,

disregarding any contrary evidence and inferences.” Estate of Lindner, 621 S.W.3d 567,

2 Because several Defendants share the same last name, some family members are referred to by their first names for purposes of clarity. No familiarity or disrespect is intended. The American Humane Association was named as a Defendant, but that organization did not appear or participate in the proceedings below or on appeal. Rebecca Baddley was also named as a Defendant in Count 8, but that claim was dismissed with prejudice prior to trial. 2 570 n.1 (Mo. App. 2021); see Miller v. Culton, 617 S.W.3d 879, 880 (Mo. App. 2021). The

trial court is free to believe some, all, or none of the evidence, and we defer to the trial court

on matters of credibility. Miller, 617 S.W.3d at 880; In re Marriage of Morgan, 624

S.W.3d 407, 411 (Mo. App. 2021). In accordance with these principles, the following

evidence was adduced at trial.

McDermot was a former neighbor and caretaker of Hilderbrand. In April 2011,

Hilderbrand executed a durable power of attorney (DPOA) appointing McDermot as her

attorney in fact, should Hilderbrand be deemed incompetent to manage her finances.

McDermot then opened a new joint account at Ozark Mountain Bank in the names of

“Hilderbrand or [McDermot.]” McDermot put her name on this account so McDermot

“could write checks after [Hilderbrand] got sick.” A May 2012 bank statement for this joint

account showed balances of $123,509 in checking and $140,006 in certificates of deposit

(CDs).

In June 2012, Hilderbrand executed a sixth amendment to the Trust, appointing

McDermot as the successor trustee upon Hilderbrand’s death, resignation or incompetency.

The amendment also designated McDermot as the sole beneficiary, awarding her 100% of

the Trust proceeds.3

On July 17, 2012, McDermot was interviewed by Janelle Turney (Turney), an

investigator with the Missouri Department of Health and Senior Services. McDermot said

that she and Hilderbrand decided that, in exchange for McDermot’s care, Hilderbrand would

3 Hilderbrand created her revocable Trust in January 2005 with no mention of McDermot. In 2006, Hilderbrand began executing a series of amendments, at first adding a specific bequest of her home and contents to McDermot and McDermot’s former husband, Warren Camp. Later, that devise and bequest were changed to name the couple as sole beneficiaries. By the sixth amendment, however, Warren Camp’s name was removed entirely, and McDermot was named sole beneficiary and successor trustee. 3 pay McDermot “a small $300 mth sum and when she passes she will get the house and 2

$25,000 CD’s.” McDermot later told Turney that, shortly after Turney last visited, a doctor

“signed to activate the DPOA for [McDermot.]”

In July 2012, David received a call from McDermot’s former husband, Warren

Camp. Camp warned David that Hilderbrand might be in danger. David became concerned

that Hilderband was being left alone without food, water or proper care. He first called

Hilderbrand, but no one answered the phone. David then called his two sisters, Susan and

Nancy. On September 17, 2012, David made a hotline report to senior investigators.

On September 19, 2012, Kaye Schneider (Schneider), a social worker with Taney

County Senior Services, responded to the hotline report. Schneider went to Hilderbrand’s

home. McDermot answered the door, but she would not allow Schneider to enter the home.

When McDermot was told that law enforcement would be called, she allowed Schneider

into the house and reluctantly permitted Schneider to visit with Hilderbrand alone.

Hilderbrand said that she did not know her family was trying to reach her and would

welcome calls or visits. According to Hilderbrand, McDermot told her that: (1)

Hilderbrand’s family members had not tried to get in touch with her and they did not care

about her; and (2) McDermot “is the only one who cares about her.” When Hilderbrand

was asked to sign a HIPPA form, she declined at first. She said that she would have to ask

McDermot if it “was alright for her to sign” and that she “does not want to make

[McDermot] mad if she signs the form.” As Schneider was leaving, McDermot said she

was acting as “Hilderbrand’s power of attorney” and had a copy of the document giving her

that authority. McDermot refused, however, to provide that document to Schneider.

On September 21, 2012, Susan and Stephanie attempted to visit Hilderbrand on her

birthday. McDermot would not let them enter the house. According to Stephanie,

4 McDermot said, “[i]f your Aunt Bobbie hears you, she’s going – she has a phone in her

hand and she’s going to call the police and have you arrested.” Susan and Stephanie then

went to the living room windows, where they saw Hilderbrand in her hospital bed. They

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JOYCE CAMP McDERMOT, personally, and as beneficiary and successor trustee under the Barbara J. Hilderbrand Revocable Trust Agreement dated January 11, 2005, as Amended and Restated v. DAVID DONER and STEPHANIE DONER, Defendants-Respondents, Counsel Stack Legal Research, https://law.counselstack.com/opinion/joyce-camp-mcdermot-personally-and-as-beneficiary-and-successor-trustee-moctapp-2021.