Kelsey Alexander v. UMB Bank, N.A. As Trustee

CourtMissouri Court of Appeals
DecidedJuly 20, 2021
DocketWD83907
StatusPublished

This text of Kelsey Alexander v. UMB Bank, N.A. As Trustee (Kelsey Alexander v. UMB Bank, N.A. As Trustee) 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
Kelsey Alexander v. UMB Bank, N.A. As Trustee, (Mo. Ct. App. 2021).

Opinion

In the Missouri Court of Appeals Western District

KELSEY ALEXANDER, ) Appellant, ) WD83907 v. ) ) UMB BANK, N.A. As Trustee, et al., ) FILED: July 20, 2021 Respondents. )

APPEAL FROM THE CIRCUIT COURT OF JACKSON COUNTY THE HONORABLE MARK A. STYLES, JR., JUDGE

BEFORE DIVISION FOUR, CYNTHIA L. MARTIN, CHIEF JUDGE, PRESIDING, LISA WHITE HARDWICK AND THOMAS N. CHAPMAN, JUDGES

Kelsey Alexander appeals the probate court’s judgment awarding her

attorney’s fees and expenses from a trust of which she is one of several

beneficiaries in four beneficiary lines. She contends the court abused its discretion

by not awarding her the full amount of attorney’s fees she requested and by

denying her request for an award of her travel expenses. For reasons explained

herein, we affirm. FACTUAL AND PROCEDURAL HISTORY1

In March 1947, Darthea Stodder Harrison (“Darthea”) executed a trust

agreement to create an irrevocable trust (“DSH Trust”). UMB Bank, N.A., (“UMB”)

is the trustee. Pursuant to the DSH Trust, Darthea received the trust’s net income

monthly during her lifetime. Upon her death, the DSH Trust was to provide the

income monthly to her only son, William Stodder Harrison, Jr., (“William”), during

his lifetime. Upon the death of both Darthea and William, the trust was to

terminate and the proceeds were to be distributed to William’s bodily issue, if any,

and, if none, to Darthea’s brothers, R.H. Stodder (“R.H.”) and F.G. Stodder

(“F.G.”). In the event Darthea’s brothers were deceased, the trust was to be

distributed to R.H.’s and F.G.’s children.

Darthea died in 1964. William died in 2013, without bodily issue. R.H. died

in 1950 and had two children, both of whom predeceased William. F.G. died in

1948 and had three children, all of whom also predeceased William. However,

R.H. and F.G. had grandchildren who survived William. Alexander is one of F.G.’s

grandchildren.

Because the DSH Trust did not expressly state Darthea’s intent if all of her

brothers’ children predeceased the trust’s termination, UMB petitioned the probate

court for instructions on how to distribute the trust’s assets. UMB did not take a

position with respect to the proper recipients of the trust assets but did name

1 Portions of the facts are taken from this court’s opinion in Alexander v. UMB Bank, NA, 497 S.W.3d 323, 324-26 (Mo. App. 2016), without further citation.

2 F.G.’s and R.H.’s known grandchildren in the petition. The probate court refused

to consider UMB’s petition after finding that it did not present a justiciable

controversy. The probate court concluded that the trust provided only for R.H.’s

and F.G.’s children and not their “more remote descendants”; therefore, the

probate court believed that the trust failed because there were no designated

beneficiaries.

After the probate court refused to consider its petition, UMB filed a petition

to reopen Darthea’s probate estate in Johnson County, Kansas, to distribute the

assets from the DSH Trust through Darthea’s estate. The Kansas probate court

scheduled a hearing on UMB’s petition and authorized delivery of notice to

interested persons, which included Alexander. Alexander objected to the petition

and moved to stay the Kansas proceeding to allow the Missouri probate court to

entertain a suit she filed concerning distribution of assets from the DSH Trust. The

Kansas probate court stayed its proceedings.

Alexander’s petition in the Missouri probate court sought to terminate the

DSH Trust and distribute the assets per its terms or, alternatively, to modify the

trust. Alexander alleged that the remainder interest held by R.H.’s and F.G.’s

children passed through their respective estates upon their death and, therefore,

the heirs and devisees of R.H. and F.G. have a direct, vested property interest in

the DSH Trust estate. Alexander asserted that the DSH Trust did not fail and that

its assets should be distributed to the heirs and devisees of R.H.’s and F.G.’s

children.

3 At Alexander’s request, summonses were issued and service was had on

each of the individuals identified as descendants of R.H. and F.G. The identified

descendants did not oppose Alexander’s petition. UMB requested only that the

court enter a judgment consistent with the terms of the DSH Trust and Darthea’s

intent and expressed no position about Alexander’s proposed construction of the

trust.

On January 14, 2016, the probate court entered a judgment denying

Alexander’s petition. The court found that the DSH Trust terminated by its terms

upon William’s death in 2013. The court further found that Alexander’s request for

an order construing the trust to provide for the distribution of the trust assets to

R.H.’s and F.G.’s descendants was inconsistent with the court’s understanding of

Darthea’s intent. Alexander appealed to this court.

On appeal, we reversed the probate court’s judgment in Alexander v. UMB

Bank, NA, 497 S.W.3d 323 (Mo. App. 2016). We concluded “that the remainder

interest in favor of” R.H.’s and F.G.’s children “was not conditioned on survival”;

therefore, the interest in favor of their children “was descendible by estate or

intestacy.” Id. at 334. We remanded the case to the probate court for further

proceedings to determine the members of the class of R.H.’s and F.G.’s children

and “to distribute the Trust assets to the members of said class pursuant to the

laws of testate or intestate descent as applicable.” Id.

On remand, UMB moved to dismiss the Kansas petition to reopen Darthea’s

estate, and the Kansas probate court granted the motion. In the Missouri

4 proceedings, Alexander’s counsel and UMB’s counsel worked together to identify

the beneficiaries of the DSH Trust consistent with this court’s opinion in the

appeal.

Alexander then submitted to the probate commissioner a 15-page proposed

consent judgment, which she also circulated to UMB. Alexander’s consent

judgment proposed distributions to beneficiaries in four lines, specifically, through

two children of R.H. and two children of F.G.2 One of these lines was through

F.G.’s daughter, Anne Stodder McEwen (“Anne”), who was Alexander’s mother.

Alexander proposed that Anne’s one-quarter share of the DSH Trust be distributed

to Anne’s trust (“ASM Trust”). In response to Alexander’s proposed consent

judgment, UMB raised concerns about whether Anne’s pour-over will had been

probated and suggested that distribution of her share of the DSH Trust to Anne’s

estate, instead of to the ASM Trust, might be necessary. If Anne’s share of the

DSH Trust were distributed to Anne’s estate, and it was determined that Anne’s

will was not effective because it had never been probated, Anne’s share would

pass to Alexander and her brother in equal shares as Anne’s only surviving children

and heirs at law. If, however, Anne’s share of the DSH Trust were distributed

directly to ASM’s Trust, of which Alexander was trustee, Alexander would receive

a two-thirds share, while her brother would receive only a one-third share. The

takers and the proportions of the remaining three lines besides Anne’s were clear,

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