Royston v. Watts

842 S.W.2d 876, 1992 Mo. App. LEXIS 1674, 1992 WL 314224
CourtMissouri Court of Appeals
DecidedNovember 3, 1992
DocketNo. WD 46049
StatusPublished
Cited by10 cases

This text of 842 S.W.2d 876 (Royston v. Watts) is published on Counsel Stack Legal Research, covering Missouri Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Royston v. Watts, 842 S.W.2d 876, 1992 Mo. App. LEXIS 1674, 1992 WL 314224 (Mo. Ct. App. 1992).

Opinion

LOWENSTEIN, Chief Judge.

This is a court tried matter on uncontested facts that seeks to determine via a partition of real estate, precisely whether the Anti-Lapse statute, § 474.460, RSMo.1986, applies to a will. In the will, certain legatees whose ancestor, also a legatee in the residuary estate, but who predeceased the testator, received specific shares in the residuary estate. Simplified, the main issue presented in this case is whether a specific residuary legacy keeps the legatee from also taking the share of an ancestor who died before the testator? The anti-lapse statute reads:

When any estate is devised to any child, grandchild or other relative of the testator, and the devisee dies before the testator, or is treated as if he predeceased the testator, leaving lineal descendants who survive the testator by one hundred twenty hours, the descendants shall take the estate, real or personal, as the devi-see would have done if he had survived the testator by one hundred twenty hours.

Section 474.460 RSMo.

In essence, the purpose of this statute is to counteract the common law rule that a bequest lapses if the legatee does not survive the testator. McComb v. Lyons, 487 S.W.2d 16, 18 (Mo.1972); Taylor v. Coe, 675 S.W.2d 148, 150 (Mo.App. 1984). For the statute to prevent the lapse of a devise or a bequest under a will, the requirements are clear — 1) the devise must be to a child, grandchild, or other relative by consanguinity, In re Knighten’s Estate, 344 Mo. 246, 125 S.W.2d 863, 864 (1939); Estate of McReynolds v. Heirs, 800 S.W.2d 798, 800 (Mo.App.1990); and, 2) that devi-see must leave lineal descendants. Zombro v. Moffett, 44 S.W.2d 149, 153 (Mo.1931).

Facts on Appeal

This case presents the court with the difficulties of ascertaining the facts and deciding this appeal because the parties did not stipulate the facts to a rather complex ownership of two pieces of real estate. Rather, the record consists of but a petition and answer, which does not make for an easy grasp of the facts. No findings or conclusions were requested or filed. Ludlow v. Ahrens, 812 S.W.2d 245, 248 (Mo.App.1991). Denominated as an Appendix, a rudimentary chart at the end of this opinion may aid the reader. Much of this opinion will merely paraphrase the facts and contentions on appeal since the briefs and arguments are unclear.

The respondent, Burford Royston, one of the legatees under the will of the testator, Clede Ballew, brought this suit for partition. The appellants are the lineal descendants of Merle Ballew (who died prior to the testator). At stake are two pieces of real estate, one of which the testator owned outright and the other in which he held a ¼ fractional share.

The testator in a 1976 will left his residuary estate as follows: Merle C. Ballew, ½ thereof; Theo Powell, ⅜ thereof; Mr. and Mrs. Aubrey Quinley, ¼ thereof; Marvin Watts, ½ thereof; Mr. and Mrs. Burford Royston, thereof; Richard [878]*878Wayne Royston, ¾⅛ thereof; Thomas Reece ½4 thereof; Wendell Watts, ½4 thereof.

By a 1979 codicil, Clede reduced Wendell Watts to a ½8 share, deleted Thomas Reece, and added ½8 shares each to Merlee Bateman, J.W. Ballew and Sara Overstreet, who are the descendants of Merle Ballew. The record does not show when Merle died, only that he predeceased the testator who died June 8,1990. Also, the record is silent on whether Merle was a relative by blood of the testator, thus satisfying the first prong of the anti-lapse statute. This court will address this question later in the opinion. The record does show Marvin Watts and Theo Powell died before the testator and Mrs. Quinley survived him for little more than a month.

The parties agree that partition of the property provides the only remedy. To divide the property, this court needs to determine the percentage or share under the residuary clause each legatee takes of the money brought in by the partition sale. The only question regarding the percentages is the ultimate share Merle’s descendants take — whether this court should limit their share to a Vksth, or should they share in the Vith legacy of their ancestor Merle, plus take the ½8 share of the swelled residuary created by the lapse or failed devises to Marvin Watts and Theo Powell? 1

The respondent Royston convinced the trial court to limit the appellants’ share to the ½8⅛ share under the codicil. The trial court did not let the appellants share in the Powell or Watts increase to the pot, § 474.-465.2 RSMo., or share in Merle’s portion under the anti-lapse statutory provision of § 474.460 RSMo.

Under the standard of review, the judgment of division of proceeds is examined as to construction and application of the law. Fischer v. Mills, 248 Iowa 1319, 85 N.W.2d 533, 535 (1957). This court will examine the percentage share of each of the parties as to the tract owned outright by the testator. Examination consists of answering these two questions: 1) does a specific legacy to a person of a portion of the residuary estate, where the legatee was also a relative of another predeceased residuary legatee, show an intent to thwart the result of the anti-lapse statute and pass on only the specific devise; and, 2) in such a case, if the statute is not deemed overcome by the courts, does the legatee also share in the swelled residuary estate created by the lapse to other legatees for whom the statute did not save?

Discussion

As pointed out earlier, the record this court must rely on does not answer whether Merle was a relative of the testator, Clede Ballew. The anti-lapse statute clearly requires the legatees’ ancestor to be a blood relative of the testator. The petition by the respondent and answer by the appellants never addressed the relationship of Merle to the testator. The briefs here implied Merle was a relative of the testator. But, without proof of this prong of the statute’s element, and without any presumption one way or another, Spurr v. Spurr, 285 Mo. 163, 226 S.W. 35, 40 (1920), there would be no issue of the statute ever taking effect, and the devise to Merle would fail as per the common law. However, counsel for the respondent, in answer to a question in oral argument admitted Merle Ballew was related to Clede Ballew. To enable a disposition of this case, the court deems this candid answer is a judicial admission, that is, an “act done during a judicial proceeding” which waives production of and is a substitute for the evidence to satisfy the statute. Mitchell Eng’g, Div. of Ceco v. Summit Realty Co., Inc., 647 S.W.2d 130, 141 (Mo.App.1982); Wild v. Consol. Aluminum Corp., 752 S.W.2d 335, 338 (Mo.App.1988).

Needless to say, the court is not overly pleased with pronouncing proof of the sat[879]*879isfaction of the statute by such means.

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Bluebook (online)
842 S.W.2d 876, 1992 Mo. App. LEXIS 1674, 1992 WL 314224, Counsel Stack Legal Research, https://law.counselstack.com/opinion/royston-v-watts-moctapp-1992.