Mitchell v. Mitchell

41 S.W.2d 792, 328 Mo. 793, 1931 Mo. LEXIS 434
CourtSupreme Court of Missouri
DecidedSeptember 5, 1931
StatusPublished

This text of 41 S.W.2d 792 (Mitchell v. Mitchell) 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
Mitchell v. Mitchell, 41 S.W.2d 792, 328 Mo. 793, 1931 Mo. LEXIS 434 (Mo. 1931).

Opinion

*798 GANTT, P. J.

This case came to me on reassignment. Action to contest the validity of a writing as the will of Jenny C. Mitchell. It was admitted to probate in the Probate Court of Platte County. *799 The jury returned a verdict that the writing produced was not her will. Judgment accordingly, and proponents appealed.

It was alleged that she was of unsound mind at the time of the execution of the writing; that the writing was the result of the undue influence of proponents and that her signature thereto was procured by misrepresenting its contents. The answer, after admitting all formal allegations of the petition and specifically denying unsoundness of mind, undue influence and fraud, denied each and every allegation of the petition. Further answering, it was alleged that the writing was duly and legally executed; that she was of sound mind at the time of its execution and that it was her last will.

At the close of all the evidence the court instructed the jury to find that she was of sound mind at the time of the execution of the writing. The issues of undue influence and fraud were submitted to the jury.

I. Proponents contend there was no substantial evidence of undue influence and therefore no question for the jury on that issue.

There was evidence tending to show the following:

On May 23, 1922, Thomas F. Mitchell died testate in the town of Weston, Platte County. He left surviving him Jenny C., his widow 72 years of age, and sons, grandson and daughter as follows: John of Weston (carpenter and painter), Harry of Platte County (farmer), Thomas Frank of St. Louis (train baggageman on Missouri Pacific between St. Louis and Kansas City), Hubert, a grandson, and a daughter Maude, wife of Wm. L. Bohnenkamp, an attorney of St. Louis. To the daughter, grandson and each son he gave one dollar, and to the widow all of his real and personal property.

After the funeral and on May 29, 1922, at a conference in Weston attended by the widow, Mr. and Mrs. Bohnenkamp and Thomas Frank, the widow was advised by Mr. Bohnenkamp that if she died before making a will Harry’s interest in her estate would be taken by his creditors. He further advised that she should make a deed conveying all the real estate to one of her children, other than Harry, to circumvent said creditors. It was agreed this should be done. Thereupon Mr. Bohnenkamp prepared a deed conveying all the real estate to his wife. The widow was taken to a notary public by Mrs. Bohnenkamp and the deed executed and delivered to her without consideration. It was not recorded. The other sons and the grandson did not know of the deed until it was produced at the trial by proponents.

After the funeral Mrs. Bohnenkamp remained with the widow at Weston for ten days. At the end of that time the widow visited with the Bohnenkamps in St. Louis for two months, after which she returned to Weston. Thereafter Mr. Bohnenkamp prepared a will *800 which was executed by the widow on August 3, 1922, in Weston. The widow delivered the will to Mrs. Bohnenkamp, who delivered it to Mr. Bohnenkamp. The. will provided as follows:

It gave to Mrs. Bohnenkamp $2,000 in trust for Hubert, the grandson, until he was 25 years of age, at which time she was directed to deliver the fund to him. However,.if Hubert died before that time, the fund was given to Mrs. Bohnenkamp.

It also gave to Mrs. Bohnenkamp one-fourth- of the residue of the estate in trust for John, with directions to pay to him the income, and at his death to pay the principal to his children.

It also gave to Mrs. Bohnenkamp one-fourth of the residue of .the estate in trust for Thomas Frank, who had no children (but had step-children), with directions to pay to him the income during his life-and at his death the fund was given to Mrs. Bohnenkamp.

It also gave to Mrs. Bohnenkamp one-fourth of the residue of the estate in trust for Harry, with directions to pay to him the income, and at his death to pay the principal to his children.

It also gave to Mrs. Bohnenkamp one-fourth of the residue of the estate absolutely'. ’■

It provided that if a son died and left a minor child, the share of such child was given to Mrs. Bohnenkamp in trust until the child was 25 years of age. If Mrs. Bohnenkamp died, Mr, Bohnenkamp was named trustee of the trust funds, and Mr. and Mrs. Bohnen-kamp were named executor and executrix of the will with a request for no bond.

A codicil was prepared by Mr. Bohnenkamp in St. Louis and executed by the widow on August 17, 1923, in Weston. In the codicil it was stated that John used eighty acres of the land for some years during the life of his father, on which he paid no rent, and also resided in his father’s house in Weston for some time during the life of his father and since, on which he paid no rent; and that Harry owed his father’s estate a note for $2500, which was unpaid ; and that to equalize the distribution of her estate she gave Mrs. Bohnenkamp $2500, and gave her $2500 in trust for Thomas Frank under the terms set forth in the will; that is, on the death of Thomas Frank she gave the fund to Mrs. Bohnenkamp.

After Maude married Mr. Bohnenkamp, her father and mother made frequent'and lengthy visits to them in St. Louis. On one of these visits Mr. Mitchell delivered to Mr.' Bohnenkamp $1500, to be loaned' for him. Mr. Bohnenkamp suggested that a good security be purchased instead of a loan. Mr. Mitchell preferred to loan the money to Mr. Bohnenkamp, who gave him a note. The money was invested by Mr. Bohnenkamp and the interest paid semi-annually to Mr.. Mitchell. After his death, payments of-interest on the note were twice made to . Mrs. Mitchell. The Mitchells paid no board *801 while visiting the Bohnenkamps. After Mr. Mitchell’s death, Mrs. Mitchell lived with the Bohnenkamps for two years during the winter months, for which she paid no board. The note was paid by charging to Mr. and Mrs. Mitchell $800 for board during the time they lived with the Bohnenkamps, and charging to them $700 for legal services rendered by Mr. Bohnenkamp to Mr. and Mrs. Mitchell, and to Harry in his bankruptcy proceeding.

On August 9, 1922, Mr. Bohnenkamp cashed the widow’s check on the Weston bank for ‡4,000 payable to him. This was insurance money on the life of her husband. On August 11, 1922, $1,000 or more was drawn from the Weston bank on the check of Mrs. Mitchell. On September 14, 1922, the Weston bank shipped by express to Thomas Frank Mitchell at Kansas City $1200 in Liberty bonds belonging to the widow. On August 24, 1924, the widow transferred her bank account to Mrs. Bohnenkamp and Thomas Frank, or the survivor. Thereafter only Thomas Frank could sign checks drawn on the widow’s bank account. And between trips as baggageman on the railroad, he went from Kansas City to Weston to attend to the widow’s business affairs, including business with Harry and John as her tenants. After the' execution of the will and codicil, the $5,000 and the $1200 in bonds belonging to the widow and in the possession of proponents were divided between Mrs. Bohnenkamp and Thomas Frank, with the knowledge of the widow. In the meantime Harry had been adjudged a bankrupt and released from indebtedness.

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Bluebook (online)
41 S.W.2d 792, 328 Mo. 793, 1931 Mo. LEXIS 434, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mitchell-v-mitchell-mo-1931.