Osborn v. Boatmen's National Bank of St. Louis

811 S.W.2d 431, 1991 Mo. App. LEXIS 886, 1991 WL 97982
Missouri Court of Appeals·Decided June 11, 1991·No. No. 58952·Published·Cited by 12 cases

Opinion

GARY M. GAERTNER, Presiding Judge.

Appellants, the children of Katherine Dick, appeal from a decision of the Circuit Court of the City of St. Louis denying their petition for specific performance of an oral agreement to make a testamentary disposition of certain property. We affirm.

On February 18, 1970, Stratford Morton, the father of Katherine Dick and husband to Elise Morton, passed away.1 Pursuant to the terms of his will, Stratford Morton’s estate was split equally between Mrs. Dick and Mrs. Morton. This estate included two tracts of property, a 245 acre tract in Franklin County known as Persimmon Hill and a home in Brentmoor Park, a subdivision in Clayton, Missouri. Mrs. Morton was also the beneficiary of a marital trust, the income of which was to be paid over to Mrs. Morton on a quarterly basis. Upon her death, this trust was to be distributed to whomever Mrs. Morton appointed in her will or, if she failed to exercise her power of appointment, to Katherine Dick or Mrs. Dick’s children.

After the funeral of Stratford Morton, Mrs. Morton expressed her desire to Mrs. Dick that they use the Persimmon Hill property as a memorial to Stratford Morton. Mrs. Dick hesitated, wishing to keep the property in the family. Elizabeth Osborn, the daughter of Katherine Dick, testified that, at this point, Mrs. Morton told Mrs. Dick that the property should go to charity and if Mrs. Dick was concerned about a family legacy “the house at Brentmoor and the personal property, in addition to the marital trust, should be sufficient legacy.” Miss Osborn testified that her mother then agreed to give Persimmon Hill to charity but noted that “this understanding is something that could essentially be reflected in our wills.” No document memorializing this agreement was ever made.

On March 17, 1970, Mrs. Morton made out a last will and testament whereby her interest in the Brentmoor property was to go to Mrs. Dick or Mrs. Dick’s children. The will also exercised Mrs. Morton’s power of appointment under the marital trust to appoint seventy percent of the trust or $300,000.00, whichever was greater, to the survivor of Mrs. Dick and Mrs. Dick’s children.2

The next day, Robertson Wall, an attorney for Mrs. Dick in Asheville, North Carolina, sent a letter to Robert Evans, Mrs. Morton’s attorney in St. Louis. In this letter, Mr. Wall notified Mr. Evans that Mrs. Dick intended to devise her one-half interest in Brentmoor Park and its tangible property to Mrs. Dick’s children, subject to the right of Mrs. Morton to use both the real and personal property for life. Mr. Wall also notified Mr. Evans that Mrs. Dick intended to devise Persimmon Hill to either the Missouri Botanical Gardens or to the State of Missouri as a memorial to Strat-ford Morton.

One week later, on March 25, 1970, Robert Evans sent a letter to Mr. Wall informing him that Mrs. Morton had executed a will in which she exercised her power of appointment in favor of Mrs. Dick and her [434] children and had given her interest in the Brentmoor Park property to Mrs. Dick and her children.

Approximately one month later, Mrs. Dick executed a last will and testament whereby the Persimmon Hill property was to be devised to the State of Missouri. A copy of this will was sent by Mr. Wall to Mr. Evans.

On September 15, 1970, Mrs. Dick and Mrs. Morton signed an agreement whereby they agreed to make wills giving Persimmon Hill to the Nature Conservancy, a nonprofit corporation in the District of Columbia. The contract made no mention of any other agreement between Mrs. Dick and Mrs. Morton. That same day, both Mrs. Dick and Mrs. Morton executed codicils to their respective wills in accordance with the terms of the contract.3 On February 12, 1971, Mrs. Dick deeded the Brentmoor property to Mrs. Morton. There is no contract or any other writing indicating why this transaction was carried out. Mrs. Osborn testified at trial that the transaction was for “administrative” purposes.

Mrs. Dick died on February 16,1978. On May 4, 1984, Mrs. Morton executed a new last will and testament whereby the Brentmoor property and tangible property was to be sold and the money distributed to certain relatives and charitable organizations. Mrs. Morton died on March 8, 1988, and letters testamentary granting independent administration were issued on March 17, 1988.

On November 4, 1988, this action was filed by the children of Katherine Dick. In the petition, the children claimed that Mrs. Dick and Mrs. Morton had a contract whereby Mrs. Dick would give her one-half interest in Persimmon Hill to charity for a memorial to Stratford Morton and Mrs. Morton would leave the Brentmoor property and tangibles to Mrs. Dick or her children. A trial was held on the petition on April 2, 1990, and, on June 17, 1990, the trial court found in favor of the respondents, the Boatmen's National Bank, which was the executor of Mrs. Morton's estate, and various charitable organizations. This appeal followed.

Appellants’ first claim on appeal appears to have two prongs: First, that the trial court applied the wrong standard of proof, and second, that the trial court’s decision is not supported by substantial evidence.

In its order, the trial court stated that “plaintiff’s proof fell short of a preponderance of the evidence and far short of proof beyond a reasonable doubt, which was the unusual burden cast upon plaintiff in this instance.” Appellants claim that the trial court’s application of the “reasonable doubt” standard was error and that the preponderance of the evidence standard is the correct standard to be applied in this case.

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Osborn v. Boatmen's National Bank of St. Louis, 811 S.W.2d 431, 1991 Mo. App. LEXIS 886, 1991 WL 97982 (Mo. Ct. App. 1991).

811 S.W.2d 431 (Osborn v. Boatmen's National Bank of St. Louis) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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