Odom v. Langston

173 S.W.2d 826, 351 Mo. 609, 1943 Mo. LEXIS 441
CourtSupreme Court of Missouri
DecidedAugust 27, 1943
DocketNo. 37707.
StatusPublished
Cited by22 cases

This text of 173 S.W.2d 826 (Odom v. Langston) 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
Odom v. Langston, 173 S.W.2d 826, 351 Mo. 609, 1943 Mo. LEXIS 441 (Mo. 1943).

Opinion

*612 ELLISON, J.

This case was originally appealed to this court by the plaintiffs below, who were east on a demurrer to both counts of their “last amended” petition in the circuit court of Douglas County. The appellants, as all the heirs of Mrs. Barsha A. Langston, deceased, of West Plains, Missouri, seek in the first count of their petition to set aside a written trust instrument executed by her covering personal property, and to recover the property for themselves, because of alleged fraud and undue influence exercised in the pro *613 curement of the instrument, and for legal infirmities therein. The second count sought the same relief, but more especially because of the legal infirmities. However, appellants concede in an additional brief filed in the Court of Appeals that if the demurrer had been directed at the second count alone it would have been well taken. In a reply brief filed in this court they say a general demurrer to a petition containing’ two or more counts, any one of which is good, should be overruled. And their aforesaid ’additional brief and an additional reply brief both submit the conclusion that the first count of the petition is good. So we confine our discussion to that count.

We transferred the cause to the Springfield Court of Appeals on the ground that we did not have appellate jurisdiction because the record fails affirmatively to show the amount in dispute exceeds $7500. 1 See Odom v. Langston (Mo. Div. 2), 159 S. W. (2d) 686. The Court of Appeals reached a contrary conclusion and has re-transferred the cause to this court on the theory that we probably had inadvertently overlooked certain facts in the record bearing on that question. Odom v. Langston (Mo. App.), 170 S. W. (2d) 589. Two years ago on a will contest between the same parties [829] involving the same property, we took jurisdiction. Odom v. Langston (Div. 2), 347 Mo. 1201, 152 S. W. (2d) 124.

The point stressed in the opinion of the Court of Appeals is that the first count of the petition alleges the property covered by the trust and * “ taken over and now held by the . . . trustees (thereunder) consists of money, notes, government bonds, industrial stocks and bonds and other securities of the value of aboui ninety-five thousand dollars. ’ ’ The opinion points out that the word about means substantially, approximately, almost, nearly, etc. We agree to that. Only recently we made the same holding in Crawford v. Arends (No. 37,998, 351 Mo. 1100, 176 S. W. (2d) 1) with respect to the expression “on or about.” But that fact alone does not determine where appellate jurisdiction lies. The net amount in the trust estate must exceed $7500. 2

The petition speaks as of the date of its filing, February 10, 1941. This was about five years and two months after the date of the trust instrument, November 30, 1935, and about two years ten months after Mrs. Langston’s. death on April 8, 1938. It does not disclose what indebtedness was then due from the trust, as for fees, commissions and otherwise; but it*does allege the trustees now hold money and securities of the value (not face value) of about $95,000. In view of *614 the fact that this is a trust estate and not the probated estate of a decedent who might have left debts, we are of the opinion that the Court of Appeals is right, and that appellate jurisdiction is in this court. Neither do we think our former decision on the same question is res judicata.- Since this court alone has jurisdiction, it is our duty to exercise it. State ex rel. Brown v. Hughes, 345 Mo. 958, 137 S. W. (2d) 544.

Going to the merits of the case. The petition alleges, as stated, that the execution of the trust instrument by Mrs. Langston was procured by fraud, deceit and undue influence practiced upon her by her confidential business advisors, a daughter-in-law, life beneficiary in the trust and one of the trustees, the respondent Trust Company, another trustee, and a local banker, all of whom stood in a fiduciary relation to her and would profit by the creation of the trust. We need not go into the details of these allegations since it is conceded they would be sufficient to state a prima facie case of fraud and undue influence, as was held in the will ease supra, Odom v. Langston, 347 Mo. 1201, 152 S. W. (2d) 124 — if the appellants have a right to assert it. The petition further alleges the trust was void for indefiniteness and uncertainty; that it violated the rule against perpetuities; and that the respondent Trust Company, one of the trustees, assisted in drawing the trust instrument in violation of Sec; 8029. *

However, the petition does not confine itself to an attack upon the trust instrument. Some of the allegations deal extensively with a “purported” or “claimed” will made by Mrs. Langston, which named as executors the respondent daughter-in-law and Trust Company, who are also trustees in the trust instrument. The petition alleges that the will is in contest in the courts of this state; that the aforesaid trustees are defendants in that suit and are charged with wrongful conduct similar and identical with that charged here; and that the will contains the same identical provisions as to the disposition of her (Mrs. Langston’s) principal estate as those contained in the trust instrument, in that it bequeaths the property to the same persons, institutions and purposes in the same manner and percentages, all of which is stated in the same identical language and with identical provisions in both the will and trust instrument. The pleading then states these conclusions:

“so that the plaintiffs (appellants) would have the same rights to have the said provisions of the claimed will declared to be void that they have as- to the trust agreement, which would give them all the property now held by defendants (respondents) under the trust agreement if it were placed under administration in the probate court; that the provisions of the claimed-will for disposing, of the property of the deceased being void and of no effect [830] secures to these *615 plaintiffs an interest in the probated estate of Bersha Langston regardless of how the said action to contest her purported will may terminate or what judgment may be entered therein.”

Then follow two additional paragraphs alleging the two trustees, the daughter-in-law and Trust Company, will not bring any appropriate court action to test their right to hold the estate under said trust, and could not do so because they would be suing themselves and would be both plaintiffs and defendants; that the trustees have refused to account for said trust estate in the Probate Court and are holding independently under said trust instrument; and finally that the appellant heirs would legally become the owners of the trust estate if the trust were set aside; for all of which reasons they have an equitable right to bring and prosecute this action.

With regard to the allegations in the petition concerning Mrs.

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Bluebook (online)
173 S.W.2d 826, 351 Mo. 609, 1943 Mo. LEXIS 441, Counsel Stack Legal Research, https://law.counselstack.com/opinion/odom-v-langston-mo-1943.