MICHAEL C. LAWS, JR., and MALINDA A. SALINGER v. J. CHRISTOPHER ALLEN, Personal Representative, and SUBSTITUTED PARTIES MOREAU, Defendants-Respondents

CourtMissouri Court of Appeals
DecidedAugust 30, 2024
DocketSD37525
StatusPublished

This text of MICHAEL C. LAWS, JR., and MALINDA A. SALINGER v. J. CHRISTOPHER ALLEN, Personal Representative, and SUBSTITUTED PARTIES MOREAU, Defendants-Respondents (MICHAEL C. LAWS, JR., and MALINDA A. SALINGER v. J. CHRISTOPHER ALLEN, Personal Representative, and SUBSTITUTED PARTIES MOREAU, 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.

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MICHAEL C. LAWS, JR., and MALINDA A. SALINGER v. J. CHRISTOPHER ALLEN, Personal Representative, and SUBSTITUTED PARTIES MOREAU, Defendants-Respondents, (Mo. Ct. App. 2024).

Opinion

Missouri Court of Appeals Southern District

In Division MICHAEL C. LAWS, JR., and MALINDA A. SALINGER, ) ) Plaintiffs-Appellants, ) ) v. ) No. SD37525 ) Filed: August 30, 2024 J. CHRISTOPHER ALLEN, ) Personal Representative, and ) SUBSTITUTED PARTIES MOREAU, ) ) Defendants-Respondents. )

APPEAL FROM THE CIRCUIT COURT OF TEXAS COUNTY

Honorable Kenneth G. Clayton, Special Judge

VACATED AND REMANDED

Michael Laws, Jr., and Malinda Salinger are the only children (collectively, the

Children) of Michael Laws, Sr., who died in 2015 (hereinafter referred to as Decedent or

Settlor, as appropriate). The Children brought the underlying action to contest a will

executed by Decedent shortly before he died (the 2015 Will), pursuant to which the Children

were to receive half of Decedent’s estate (the Estate). The 2015 Will directed that

Decedent’s aunt, Ethel Moreau (Ethel), was to receive the other half of the Estate. 1

1 During the pendency of this action, Ethel died. Her four children have been substituted as parties (collectively, the Moreaus). The Personal Representative of the Estate, J. Christopher Allen (the PR), challenged

the Children’s standing on the ground that they were not “interested persons” within the

meaning of § 473.083.1 because they would not benefit from the will contest. 2 The PR

argued that, if the Children were successful in their will contest, Decedent’s earlier 2013

revocable trust would become effective, and that trust excluded the Children from receiving

any of the trust’s assets. The trial court agreed and decided that the Children lacked standing

to contest the 2015 Will. Therefore, the court entered a summary judgment against the

Children on their will-contest claim. 3

On appeal, the Children present four points for decision. We only need to address

Point 2 to decide this appeal. This point contends the trial court erred by determining that

the Children lacked standing, in that they stood to benefit financially from a successful

contest of the 2015 Will. The Children argue that: (1) there is an inheritance not included

in the trust corpus that would pass through the Estate to the Children via intestate succession;

and (2) the inheritance is worth more than the assets in the trust; and (3) the Children are,

therefore, “interested persons” who have standing to contest the 2015 Will. See

§ 474.010(2)(a); § 473.083.1. Because this point has merit, we vacate the judgment and

remand for further proceedings consistent with this opinion.

Standard of Review

“Because standing is required to give a court the authority to address substantive

issues, it is a threshold issue we must consider.” Four Star Enters. Equip., Inc. v.

2 All statutory references are to RSMo (2000) unless otherwise indicated. All rule references are to Missouri Court Rules (2022). 3 We issued a show-cause order because the initial ruling was not denominated as a judgment. See Rule 74.01(a). That was corrected when a properly denominated judgment was filed as part of a supplemental legal file. 2 Employers Mut. Cas. Co., 648 S.W.3d 903, 907-08 (Mo. App. 2022); see Byrne & Jones

Enters., Inc. v. Monroe City R-1 Sch. Dist., 493 S.W.3d 847, 851 (Mo. banc 2016). The

reason for this requirement was explained by our Supreme Court in Schweich v. Nixon, 408

S.W.3d 769 (Mo. banc 2013):

The first two elements of justiciability are encompassed jointly by the concept of “standing.” “Prudential principles of justiciability, to which this Court has long adhered, require that a party have standing to bring an action. Standing requires that a party have a personal stake arising from a threatened or actual injury.” State ex rel. Williams v. Mauer, 722 S.W.2d 296, 298 (Mo. banc 1986). Accord, Harrison v. Monroe Cnty., 716 S.W.2d 263, 265-66 (Mo. banc 1986) (standing is “a component of the general requirement of justiciability” and is the state analogue to the federal “case or controversy” requirement).

Schweich, 408 S.W.3d at 774. Thus, “[s]tanding is a necessary component of a justiciable

case that must be shown to be present prior to adjudication on the merits.” Id.

As explained in Klenc v. John Beal, Inc., 484 S.W.3d 351 (Mo. App. 2015),

“disposing of a case for lack of standing is not a disposition of the merits of the case. Thus,

it is not appropriate to enter summary judgment – an inherently merits-based disposition –

when the party seeking relief lacks standing.” Id. at 354. Therefore, even if standing is

challenged via motion for summary judgment or other motion in which matters outside the

pleadings are considered, the court must enter a dismissal without prejudice, as opposed to

summary judgment, if standing is lacking. See, e.g., Schweich, 408 S.W.3d at 779; Four

Star Enters., 648 S.W.3d at 910; Foster v. Dunklin Cnty., 641 S.W.3d 421, 424 (Mo. App.

2022); Borges v. Missouri Pub. Entity Risk Mgmt. Fund, 358 S.W.3d 177, 184 (Mo. App.

2012). Thus, the trial court in the case at bar erred by granting a summary judgment against

the Children, because their will-contest claim was not decided on the merits.

3 In Sunshine & Gov’t Accountability Project v. Missouri House of Representatives,

688 S.W.3d 704 (Mo. App. 2024), the western district of this Court correctly noted our

standard of review of a ruling on standing:

“Regardless of the procedural context, our review of the court’s determination regarding standing is de novo, and the party seeking relief bears the burden to establish standing.” Klenc[,] 484 S.W.3d [at] 354[.] “We determine standing as a matter of law on the basis of the petition and the undisputed facts.” Id. See also Borges[,] 358 S.W.3d [at 180] (“We consider the petition along with any other non-contested facts to determine whether the petition should be dismissed due to Petitioners’ lack of standing.”).

Sunshine, 688 S.W3d at 713-14 (bold emphasis added); see also Pentecost v. Webster, 674

S.W.3d 195, 205 (Mo. App. 2023) (an appellate court evaluates standing based on the

language of the party’s petition and undisputed facts); Four Star Enters., 648 S.W.3d at

908 (a party’s standing to sue is a question of law that we review de novo and determine on

the basis of the petition, along with any other undisputed facts); Stander v. Szabados, 407

S.W.3d 73, 78 (Mo. App. 2013) (same holding); Blue Cross & Blue Shield of Missouri v.

Nixon, 81 S.W.3d 546, 551 (Mo. App. 2002) (appellate review of standing is de novo, with

no deference given to the trial court’s decision, and is determined as a matter of law based

on the petition and the undisputed facts). When reviewing a ruling on standing, we accept

as true all of the “well-pleaded allegations” of the Children’s petition. Lewis v. Mason, 561

S.W.3d 443, 445 (Mo. App. 2018); see also Missouri Coal. for Env’t v. State, 579 S.W.3d

924, 926 (Mo. banc 2019). The allegations in the petition and the undisputed facts relevant

to the Children’s second point are summarized below.

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Related

Blue Cross & Blue Shield of Missouri v. Nixon
81 S.W.3d 546 (Missouri Court of Appeals, 2002)
State Ex Rel. Cooper v. Cloyd
461 S.W.2d 833 (Supreme Court of Missouri, 1971)
Stroup v. Leipard
981 S.W.2d 600 (Missouri Court of Appeals, 1998)
Harrison v. Monroe County
716 S.W.2d 263 (Supreme Court of Missouri, 1986)
State Ex Rel. Williams v. Mauer
722 S.W.2d 296 (Supreme Court of Missouri, 1986)
Danforth v. Danforth
663 S.W.2d 288 (Missouri Court of Appeals, 1983)
Borges v. Missouri Public Entity Risk Management Fund
358 S.W.3d 177 (Missouri Court of Appeals, 2012)
Michael Klenc and Susan Klenc v. John Beal, Incorporated
484 S.W.3d 351 (Missouri Court of Appeals, 2015)
Mills v. Kettler
573 S.W.2d 672 (Missouri Court of Appeals, 1978)
Stander v. Szabados
407 S.W.3d 73 (Missouri Court of Appeals, 2013)
Schweich v. Nixon
408 S.W.3d 769 (Supreme Court of Missouri, 2013)
In re Brockmire
424 S.W.3d 445 (Supreme Court of Missouri, 2014)
Williams v. Hubbard
455 S.W.3d 426 (Supreme Court of Missouri, 2015)
Columbia Mutual Insurance Co. v. Heriford
518 S.W.3d 234 (Missouri Court of Appeals, 2017)

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MICHAEL C. LAWS, JR., and MALINDA A. SALINGER v. J. CHRISTOPHER ALLEN, Personal Representative, and SUBSTITUTED PARTIES MOREAU, Defendants-Respondents, Counsel Stack Legal Research, https://law.counselstack.com/opinion/michael-c-laws-jr-and-malinda-a-salinger-v-j-christopher-allen-moctapp-2024.