Mintert v. Gastorf

417 S.W.2d 101, 1967 Mo. LEXIS 863
CourtSupreme Court of Missouri
DecidedJuly 10, 1967
DocketNo. 52409
StatusPublished
Cited by7 cases

This text of 417 S.W.2d 101 (Mintert v. Gastorf) 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
Mintert v. Gastorf, 417 S.W.2d 101, 1967 Mo. LEXIS 863 (Mo. 1967).

Opinion

STOCKARD, Commissioner.

Fred C. Mintert, 85 years of age at time of trial, brought suit to cancel certain quitclaim deeds to real estate whereby he conveyed title to a “straw party,” and that party then conveyed title to Farwell and Leona Gastorf, husband and wife, reserving a life estate in plaintiff with power of sale.

Farwell Gastorf was plaintiff’s stepson, and plaintiff alleged in his petition that Farwell and Leona occupied a confidential relationship with him, and that by fraudulent means and undue influence caused him to execute the quitclaim deed while believing that he was executing a will. The trial court found that a confidential relationship existed, but found all other issues for the defendants, and plaintiff has appealed.

Certain background information is necessary before we set out the circumstances of the execution of the quitclaim deeds. In 1934 plaintiff married Lydia Morrison, the mother of Farwell. Although plaintiff testified that in 1947 he had built a house, using “mine and Lydia’s [103]*103money,” on the property in question, title to the property was conveyed from Ruth Sobelman, a daughter of Lydia, to plaintiff and his wife by the entirety in 1953. For about three years before her death on September 4, 1962, plaintiff’s wife had some “mental trouble,” and for the last year and a half she was in an institution. During this time plaintiff was in a hospital on more than one occasion. In June 1959, when plaintiff was hospitalized he executed a power of attorney on a form furnished by the hospital which the bank refused to recognize because not notarized. He later executed a power of attorney prepared by Richard C. Warmann, an attorney, at the request of the bank, and which plaintiff apparently executed before a representative of the bank. This power of attorney authorized Farwell to make withdrawals from a bank account maintained by plaintiff. At least when plaintiff was hospitalized, and apparently at other times, Farwell paid plaintiff’s monthly bills, using plaintiff’s money, and when plaintiff’s wife was in the institution plaintiff would give Farwell her social security check, or cash in that amount, and Farwell would pay the institutional bills of “better than $200 a month.” Plaintiff testified that he did not recall signing the power of attorney, that he knew “nothing about it,” and although he admitted that Farwell paid bills from the bank account he said he did not know how he got the authority to do so. Farwell testified that in 1962 after plaintiff’s wife died, he and plaintiff went to the bank and plaintiff “had my name put on [the account] with his.” Plaintiff denied that he went to the bank with Far-well, and he testified that he did not know until 1965 that Farwell’s name was on the account. However, plaintiff makes no contention whatever, not even an intimation, that Farwell misappropriated any of the money or used any of it improperly or for an unauthorized purpose.

In 1960 plaintiff and Farwell went to the office of Mr. Warmann and consulted with him relative to obtaining from Ruth Sobelman some “papers” which belonged to plaintiff, which included, according to Mr. Warmann, “his insurance policies and supposedly his will, cemetery papers, that sort of thing.” Mr. Warmann talked to Ruth Sobelman on the telephone, and apparently the matter was satisfactorily concluded. On May 31, 1961, Mr. Warmann had a conference with plaintiff relative to the preparation of a will. On June 7 plaintiff returned to Mr. Warmann’s office and executed the will. Mr. Warmann and his law partner signed as witnesses. By the terms of that will plaintiff left all of his property to his wife, and stated in the will that he had named Farwell as beneficiary of certain life insurance and that he had named him “as the joint owner of certain other property.” He also provided that if his wife predeceased him, Ruth Sobelman should receive five dollars, and that Far-well should receive “all of the rest, residue and remainder” of his estate, and that Farwell should serve as executor without bond. Mr. Warmann testified that in conferring with plaintiff about the terms of the will he had recommended to him that he change the beneficiary on an insurance policy from his wife to Farwell and to have Farwell made a joint owner with plaintiff of a small savings account. It does not affirmatively appear, but apparently the above reference in the will was to these two matters. Plaintiff testified that he did not remember that Mr. War-mann wrote a will for him in 1961, that he could not remember signing a will prior to October 1962, and that he had never seen that will, if he had one. However, on redirect examination he inferentially admitted he had signed a will in which he gave Ruth Sobelman five dollars and the rest of his estate to Farwell, but he said that when he gave Ruth Sobelman five dollars “it wasn’t my last will.”

With this background we now turn to the evidence concerning the execution of the deeds which plaintiff seeks to cancel by this suit.

[104]*104Leona Gastorf testified that shortly after plaintiff’s wife died he was at their house and he stated to Farwell that since his wife was deceased “they ought to have [the house] put in their names,” and that “they” told her to “call the lawyer tomorrow and make an appointment.” Mr. Warmann testified that Leona called him on September 23, 1962, and after refreshing his recollection from his notes, he said that she told him that “they” wanted “to put title in joint names.” His recollection was that he had “explained to her at that time that there was a better way.” Leona was of the opinion that she did not state the purpose of the visit but only asked for an appointment. In any event, plaintiff, Farwell and Leona came to his office. Mr. Warmann testified that as the result of his conversation with Leona, he prepared an affidavit for plaintiff to sign pertaining to the ownership by plaintiff and his wife of the property by the entirety and that his wife was deceased, and also prepared two quitclaim deeds. One deed was from plaintiff to Mr. Warmann’s secretary as a straw party, and the other was from the straw party to Farwell and Leona, but “subject to an estate * * * to [plaintiff] for and during his natural life, with power * * * to use, occupy and enjoy the same and to collect the rents and income thereof, for his sole and exclusive use, and with the further power, which is hereby expressly granted to [plaintiff] to sell, mortgage, convey or in any other way dispose of the fee simple title to the said premises or any part thereof, and to rent or lease the same or any part thereof for any period, all in the sole discretion of said [plaintiff] and by his sole deed or other instrument.”

Mr. Warmann testified that plaintiff came to his office on October S, 1962, in company with Farwell and Leona, that he explained to plaintiff the purpose and effect of the deeds, and that there was a note in his file to the effect that plaintiff at first did not understand about the deed to the straw party. He further testified that he pointed out to plaintiff that because of his wife’s death there was no reason to change the will executed in 1961, and he stated that when plaintiff was in his office he did not tell him that the deed he had prepared for plaintiff was a will. He could not remember, and his notes did not reflect, who was present at the time the deeds were signed, but after his explanation of the transaction plaintiff signed the affidavit and the deed to the straw party, and Mr. Warmann notarized each instrument. There was some discrepancy between the recollection of Mr.

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Bluebook (online)
417 S.W.2d 101, 1967 Mo. LEXIS 863, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mintert-v-gastorf-mo-1967.