Moore v. Estate of Adams

303 S.W.2d 936, 1957 Mo. LEXIS 682
CourtSupreme Court of Missouri
DecidedJuly 8, 1957
Docket45890
StatusPublished
Cited by5 cases

This text of 303 S.W.2d 936 (Moore v. Estate of Adams) 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
Moore v. Estate of Adams, 303 S.W.2d 936, 1957 Mo. LEXIS 682 (Mo. 1957).

Opinion

HOLLINGSWORTH, Presiding Judge.

This is an appeal by Ray E. Watson, executor of the estate of Mary F. Adams, deceased, from a judgment for the sum of $17,210.51 rendered against the estate in the Circuit Court of Jasper County for labor allegedly performed by Robert P. Moore in the repair and maintenance of certain property of deceased pursuant to oral contract with deceased. The appellant denies liability. Jurisdiction lies in this court because the amount in dispute, exclusive of costs, is in excess of $7,500. Article V, Section 3, Constitution of Missouri, V.A. M.S.

Mrs. Adams, a resident of Joplin, Missouri, died testate on the 23rd day of April, 1955, seized of personal property in excess of $16,000 and eleven tracts of real estate of an appraised value of $82,850, all of which were residential properties, except one, a business property. Her will gave one fourth of her estate to each of two sisters, one fourth to a brother and one fourth to respondent-claimant, once referred to in the record as Mrs. Adams’ “foster son”.

Respondent is also a qualified co-executor with appellant Watson in the administration of Mrs. Adams’ estate, but, inasmuch as appellant Watson, in accord with § 473.423 (old § 464.230) RSMo 1949, Supp.1955, V. A.M.S., acts alone in defense of the claim here in issue, we will refer to him as though he were the sole executor.

The claim was originally filed and tried in the probate court of Jasper County, in which trial respondent was sworn and testified as a witness in his own behalf. No record of his testimony at that trial was made. Following judgment for respondent in the probate court, the executor appealed to said circuit court, where a jury was waived and the case tried de novo. At trial in the circuit court, respondent, over objection based upon his incompetency under the Dead Man’s Statute, § 491.010, RSMo 1949, V.A.M.S., was permitted to testify to his version of his alleged contract with deceased, the judge predicating his ruling upon a finding that respondent’s incompetency under the Statute had been waived by his cross-examination at the trial in the probate *938 court. The principal assignment of error on the instant appeal is the admission of respondent’s testimony in the circuit court, coupled with the further assignment that the evidence is insufficient to support the judgment.

In the trials in the probate and circuit courts, respondent was represented by Hon. Charles D. Tudor; the executor (also a member of the Bar) was represented by Hon. F. H. Richart; and the beneficiaries under Mrs. Adams’ will (other than respondent, of course) were represented by Hon. Roy Coyne. In this court, appellant is represented by counsel who did not participate in either of the trials below. At the beginning of the trial in the circuit court, Mr. Tudor, in anticipation of proffering respondent as a witness, advised the court that respondent’s incompetency as a witness under Section 491.010 had been waived by the cross-examination of him by the attorneys representing the executor and the heirs at the trial of the claim in the probate court; that, at said trial, respondent’s testimony, on direct examination, was confined to identification of himself and the identification and introduction of certain books of account; that, on cross-examination by Mr. Coyne and Mr. Richart, evidence was elicited from respondent concerning the agreement between him and Mrs. Adams; and that, on redirect examination, counsel for the respondent elicited further evidence as to the matters in issue.

Mr. Coyne stated: “We objected to the introduction of any testimony on the part of Mr. Moore, plaintiff or claimant, and then the Court let Mr. Tudor go ahead and examine him on the account. We objected to — generally—to all the testimony because of the Dead Man’s Statute and the Court went ahead and let Mr. Tudor prove his account. Now I take it that this case is tried de novo in this Court. It is true, sir, that we did examine him on that account after the Court let it in, but we had made our specific objection to his testimony. * * * I will say to the Court, Mary F. Adams left a will wherein she designated as her co-executors, Mr. Robert Moore and Judge Watson. They took charge of the estate and letters of administration were issued to Judge Watson and Mr. Moore.”

Following further colloquy, the court stated that the parties should agree upon “just what happened in the probate court”. Thereafter Mr. Coyne stated: “It is stipulated and agreed that the following took place in the Probate Court at the time of the hearing in this matter: That the plaintiff was sworn and his name was given, where he lived, and the counsel for the defendants then made the objection that this plaintiff was incompetent to testify to any conversations taking place between him and the deceased or any business occurrences taking place between him and the deceased or any transactions of any kind in this case which was in issue in the case under the Dead Man’s Statute. The Court then sustained part of the objection but permitted the plaintiff to put in evidence his book and then after he was permitted to put his books in evidence, both Mr. Richart and myself cross-examined plaintiff.”

Further inquiry on the part of the trial court failed to give the court more definite information until the following occurred:

“The Court: Perhaps the co-executor remembers. Do you have any statement to make on it, Mr. Watson, as to what occurred?
* * * * * *
“Mr. Watson: If the Court please, I am naturally hesitant to make any statement about it. You know the circumstances here. Mr. Moore is my co-executor and Mr. Tudor is my nephew. I have asked Mr. Richart to represent me. I have notified Mr. Coyne, who represents the other heirs in this case. When this matter came up in Probate Court after the records had been introduced, I know we had a conference with reference to the very question of whether this plaintiff should be cross-examined because we were aware of *939 the Dead Man’s Statute. We discussed the matter among ourselves and felt we had no witnesses to put on in defense of the case and that the proper thing to do wottld be to go into the question and cross-examine him to find out from him what had been done in the way of repairs and with reference to the agreement which he had with Mrs. Adams and I feel he was cross-examined rather generally about the entire matter.
“The Court: Gentlemen, I think that I will rule at this time that he is competent. * * * ”

The forthright statement of the executor, an experienced and able lawyer, amounts to a definite admission that after the probate court, on timely objection, had limited respondent’s testimony’ to showing in whose handwriting the charges in his books of account were made and when they were made, counsel for the executor and the beneficiaries, other than respondent, in accord with priorly planned trial strategy, examined respondent about entirely new and highly material matters, to wit: “what had been done in the way of repairs and with reference to the agreement which he had with Mrs. Adams.” By such cross-examination, the estate, through its legal representative, the appellant herein, deliberately waived respondent’s incompetency under Sec. 491.010. McCune v. Goodwillie, 204 Mo. 306, 102 S.W. 997; Bussen v. Del Commune, 239 Mo.App.

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Bluebook (online)
303 S.W.2d 936, 1957 Mo. LEXIS 682, Counsel Stack Legal Research, https://law.counselstack.com/opinion/moore-v-estate-of-adams-mo-1957.