Kilpatrick v. Robert

212 S.W. 884, 278 Mo. 257, 1919 Mo. LEXIS 83
CourtSupreme Court of Missouri
DecidedJune 2, 1919
StatusPublished
Cited by16 cases

This text of 212 S.W. 884 (Kilpatrick v. Robert) is published on Counsel Stack Legal Research, covering Supreme Court of Missouri primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Kilpatrick v. Robert, 212 S.W. 884, 278 Mo. 257, 1919 Mo. LEXIS 83 (Mo. 1919).

Opinion

GRAVES, J.

Leaving out of consideration the acrimony which has crept into some of the briefs on one side of this ease, a comparatively short statement will suffice to present the issue involved herein. The facts are few and simple. The appellants are the executors of the estate of Edward S. Robert, deceased. The respondents are the trustees and beneficiaries under the will of John E. Liggett, deceased. ^

John E. Liggett died testate November 23, 1897, leaving a very large estate in the City of St. Louis. His will was probated November 29,1897, and by the terms of the will Claude. Kilpatrick, John Fowler and Mitchell Scott were made trustees of the estate. These trustees were the husbands of John E. Liggett’s three daughters. These trustees served until December 8,- 1902, at which time Mitchell Scott died. - Early in February the two remaining trustees (as contemplated by the will) brought a proceeding in the circuit court of the City of St. Louis, asking the appointment of a successor trustee to Mitchell Scott, deceased. As a result Edward S. Robert was [261]*261appointed as successor trustee on February 19, 1903, and continued to serve until December 12, 1911, on which .date the said Edward S. Robert died.

’Following the death of Mr. Robert, the surviving ’trustees, Kilpatrick and Fowler, brought another proceeding in the circuit court of the city, for the appointment of a successor to Mr. Robert, and this resulted in the appointment of Charles Wiggins, who was then the husband of Ella L. Scott, the former wife of the first trustee, Mitchell Scott.

In this last proceeding all the beneficaries of the trust created by the will were made parties defendant, as also were the executors of the estate of Edward S. Robert, deceased, being the same executors who are interveners in the instant case.

To the petition were three exhibits, viz., Exhibit A, the will; Exhibit B, a statement of the assets of the estate; Exhibit C, a statement of receipts and expenditures for the year past. The petition concluded with this prayer:

“Where plaintiffs pray the court to appoint a successor to the said Edward S. Robert; that it fix the amount of bond to be given by said successor and that the court approve the' accounts of the property in the possession of said trustees on the twelfth day of December, 1911, and grant such other and further relief as to the court may seem just.”

In Exhibit C, supra, appear, among many items of credits, the following: “Dec. 30, 1911, By C. Kilpatrick, Trustees’ Commission 1911, $5,434.66;” “Dec. 30, 1911, By E. S. Robert, Trustees’ Commission 1911, $5,434.67. “January 4, 1912, By John Fowler, Trustees’ Commission 1911, $5,434.67.”

Under the testimony in the case the trustees at the end of each year took out of the gross income of the estate for the year five per cent thereof and divided this equally among the trustees. This averaged Mr. Robert, during his incumbency about $5,600 annually. The estate was near a $6,000,000 estate. Under the terms of the [262]*262will the trust created thereby terminated in April, 1916. From the beginning of the trust to the end thereof the five per cent of the gross income was taken out' of thq annual income each year, by the trustees for their services.

For nine years Mr. Robert was a party to this act. The trust ran for 18 years, but this five per cent of the income was taken before and after the incumbency of Mr. Robert, as well as during his incumbency.

In this present action the executors of Mr. Robert ask some- $57,000 additional compensation for him, to be allowed out of the estate funds. The income of the estate (exclusive of the trustees’ commissions aforesaid, and the expenses of the trust) was divided semi-annually between such of the beneficiaries as were entitled to immediate distribution. The present claim for the estate of Mr. Robert was by intervening petition, the trustees by their petition having sought to wind up their trust by having an approval of their stewardship and an order of distribution. Answers to the intervening petition were filed, and the issues thus raised are the matters for determination here.

Adjudicata. I. Some preliminary questions appear, and must be disposed of before we reach the merits of the _ controversy. First, it is urged that the matter has been previously adjudicated. That is to say, res acljudicata is urged by repondents here. This is bottomed upon the item in the settlement in 1912 (set out in our statement) wherein it appears that Mr. Robert (after his death) was charged with $5,434.67 as his commission for 1911, his death occurring December 12,1911. We need not go into details on this matter. Suffice it to say that res adjudicata is an affirmative defense and should be pleaded. There is no such plea in this record. Here the claim, is made by an intervening petition. The answers to this intervening petition are simple general denials.- The intervening petition upon its face does not show former adjudication, and the answers [263]*263make no such, defense. The question is therefore not in the record.

It is true that it has been ruled that where a petition upon its face shows former adjudication, the question being in the petition makes it demurrable on the ground that the petition fails to state an unadjudicated cause of action. [Givens v. Thompson, 110 Mo. 1. c. 443.] But such is not the status of this case. The applicable rule is thus well stated in Beattie Mfg. Co. v. Gerardi, 166 Mo. 1. c. 156, whereat it is said:

“Bes adjudicata is an affirmative defense, and like all other defenses of that character must be pleaded, unless the petition upon its face, shows that the cause of action sued upon is in some way barred, which cannot be said of the petition in this case. This question was passed upon by this court in the case of Kelly v. Hurt, 61 Mo. 463, in which it was said: 1 The point, that the validity of Hurt’s purchase has been heretofore settled by this court in favor of the defendant in the case of Hurt v. Kelly, 43 Mo. 238, can not be considered bv us now. There is no plea in this case that the subject-matter of this suit has become res adjudicata, and whether that suit is for any reason a bar to the present one, can not be determined on this demurrer. ’ [Mo. Pac. Ry. Co. v. Levy, 17 Mo. App. 501.]
“It may be that the former judgment-is a bar to a recovery in this action, but that question should be raised by a plea of res adjudicata, and supported by proof that the matters adjudicated in the former suit were the same that are now presented for determination in the suit at bar. It follows that the demurrer could not properly have been sustained upon this ground.”

See also Trimble v. Railroad, 199 Mo. l. c. 55, 56; Nelson v. Jones, 245 Mo. l. c. 590.

Under our rule, which is sound and well supported, the question of res adjudicata is not in the case.

[264]*264II. A second preliminary question lies in a suggestion of counsel for respondents, wherein they say: “The motion for .a new trial is so general New°TrfaL assignments that there is nothing before this court for its decision.”

To present the matter clearly we should give the motion; We thought the matter fully settled, but some recent cases from the courts of appeals would indicate that our recent ruling has riot been fully understood, even by some of our own brothers.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Ferrell v. Mercantile Trust Co.
490 S.W.2d 397 (Missouri Court of Appeals, 1973)
Mercantile Trust Co. National Ass'n v. Jaeger
457 S.W.2d 727 (Supreme Court of Missouri, 1970)
Rand v. Commissioner
33 T.C. 548 (U.S. Tax Court, 1959)
Ackley v. Ackley
257 S.W.2d 404 (Missouri Court of Appeals, 1953)
Simmons v. Friday
224 S.W.2d 90 (Supreme Court of Missouri, 1949)
In Re Buder
217 S.W.2d 563 (Supreme Court of Missouri, 1949)
Borrson v. Missouri-Kansas-Texas Railroad
172 S.W.2d 826 (Supreme Court of Missouri, 1943)
Chance v. Franke
153 S.W.2d 378 (Supreme Court of Missouri, 1941)
Potamitis v. Pittsburgh Plate Glass Co.
82 F.2d 472 (Eighth Circuit, 1936)
Kirk v. Metropolitan Life Insurance
81 S.W.2d 333 (Supreme Court of Missouri, 1935)
Nye v. United States Fidelity & Guaranty Co.
37 S.W.2d 988 (Missouri Court of Appeals, 1931)
Munday v. Knox
18 S.W.2d 487 (Supreme Court of Missouri, 1929)
O'Donnell v. Mathews
284 S.W. 204 (Missouri Court of Appeals, 1926)
Lemon v. Garden of Eden Drainage District
275 S.W. 44 (Supreme Court of Missouri, 1925)
Marshall v. St. Louis Union Trust Co.
236 S.W. 692 (Missouri Court of Appeals, 1922)

Cite This Page — Counsel Stack

Bluebook (online)
212 S.W. 884, 278 Mo. 257, 1919 Mo. LEXIS 83, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kilpatrick-v-robert-mo-1919.