Ruestman v. Ruestman

111 S.W.3d 464, 2003 Mo. App. LEXIS 703, 2003 WL 21100734
CourtMissouri Court of Appeals
DecidedMay 15, 2003
Docket25022
StatusPublished
Cited by18 cases

This text of 111 S.W.3d 464 (Ruestman v. Ruestman) 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
Ruestman v. Ruestman, 111 S.W.3d 464, 2003 Mo. App. LEXIS 703, 2003 WL 21100734 (Mo. Ct. App. 2003).

Opinion

NANCY STEFFEN RAHMEYER, Chief Judge.

Richard Ruestman (“Respondent”), as an individual, brought suits against his father’s second wife, Dorothy Ruestman (“Appellant”), as personal representative of the Estate of Walter F. Ruestman. 1 *470 The suits were denominated as a suit for the discovery of assets and a will contest action. 2 The suits were tried to the jury with the following verdict directors:

INSTRUCTION NO. 9

Your verdict must be for plaintiff and against defendant if you believe:
First, defendant exerted undue influence upon Walter F. Ruestman, and,
Second, as a direct result of such undue influence, assets of the Walter F. Ruestman Trust and separate assets, real property, and personal property of Walter F. Ruestman contemplated by the antenuptial agreement were transferred into joint investment accounts, joint checking accounts, or joint tenancies, with rights of surviv-orship to defendant, and,
Third, as a direct result thereof, defendant received and has adversely withheld funds and property belonging to the Walter F. Ruestman Trust and/or separate property of Walter F. Ruest-man contemplated by the antenuptial agreement.
[[Image here]]

INSTRUCTION NO. 16

Your verdict must be that the document in issue is not the last will and testament of Walter F. Ruestman if you believe that Walter F. Ruestman signed the document as a result of the undue influence of Dorothy Ruestman.

The jury found for Respondent on both the discovery of assets action and will contest claim. The jury found for Respondent in the amount of $1,200,000. The jury also awarded Respondent the following items: “grandfather clock; custom jewelry, specifically an opal ring and a ring-blue center surrounded by diamond; cedar chest; any personal items and jewelry; three handmade copper lamps; miscellaneous construction tools; Samuel Clemons books; bonds; gold coins; property on Illinois [Street] upon [Appellant’s] death; and the wedding ring worn by [Appellant] upon [Appellant’s] death.” After remand by this court for the failure to have a final judgment, 3 the trial court entered a constructive trust on “the assets set out in the jury verdict in violation of the prenuptial contract” until such time as the assets were delivered to Respondent.

Appellant claims eight points of error including lack of subject matter jurisdiction, error in the submission of the verdict directors, error in entering judgment on the verdicts, error in the jury instructions, and error in entering a vague, ambiguous, and unenforceable judgment. While there may be merit to several of Appellant’s points, we find the issue of whether Respondent made a submissible case of undue influence to be dispositive of all but the first point. We shall address the first point as it concerns the subject matter jurisdiction of the trial court and, consequently, the jurisdiction of this court.

*471 Appellant is the surviving spouse of Walter F. Ruestman (“Walter”), who died on October 16, 1997. Respondent is the only child of Walter and Walter’s first wife, Ruth Ruestman (“Ruth”). Ruth and Walter were married in 1930 and remained married until Ruth’s death in January 1987.

During Walter and Ruth’s marriage, Respondent and Walter operated Ruestman Construction Company (“the Company”). On December 24, 1985, prior to Ruth’s death, Walter created the W.F. Ruestman Trust (“the Trust”). 4 Walter was the set-tlor and a co-trustee along with Ruth and Respondent. The Trust provided that Walter would receive the net income from the Trust “in convenient installments but at least semi-annually, during his life.” The Trust also provided that the co-trustees were authorized to pay to Walter, as the settlor, out of any part or all of the Trust “for his care, support, maintenance, education or general welfare” at their absolute discretion. If Ruth failed to survive Walter, the remainder of the Trust was to be paid to Respondent or to Respondent’s descendents if Respondent failed to survive. Any changes to the Trust could be made only after written notice was filed with the co-trustees. Walter and Ruth put all of their assets in the Trust including 1,019 shares of the Company’s stock and their house at 2321 Illinois Street in Joplin, Missouri (“the House”).

Walter and Appellant met in April or May 1987. The two dated about twice a week for almost a year, and Walter proposed marriage to Appellant in March 1988. Walter presented Appellant with an engagement ring on July 1, 1988. The ring was specially made for Appellant from a diamond taken from Ruth’s wedding ring. In anticipation of the upcoming marriage, Walter had a warranty deed to the House prepared on July 5, 1988. 5 Walter and Respondent, as co-trustees of the Trust, conveyed title to the property to Walter and Appellant, as husband and wife. The deed did not include any language that would restrict Appellant’s rights to the House. The deed to the House was filed on July 18,1988.

On July 12, 1988, Appellant and Walter executed an “Antenuptial Agreement Between Walter F. Ruestman and Dorothy V. Hill.” Appellant signed the agreement after consulting an attorney on June 15, 1988; however, the antenuptial agreement Appellant signed contained an extra paragraph that was not present when Appellant showed the agreement to her attorney. That provision stated; “Each of us waives the right to claim against the estate of the other by virtue of our marriage.” There was no dispute that the agreement applied in the event of dissolution of the marriage; however, based on this provision Appellant and Respondent disputed whether the agreement applied in the event of death. 6

The antenuptial agreement also provided that Appellant and Walter expected to make investments together diming the marriage and that investments made together would be marital property except for the portion of separate property con *472 tributed by each. The agreement was to be amended only in a writing that was signed and acknowledged by both parties before a notary public.

Walter listed the following as his assets:

ASSETS HELD PERSONALLY BY WALTER F. RUESTMAN

1 1987 Bonneville 8,500.00

1 1976 Ford Pickup 1,200.00

5000 Oz. Silver Bullion 39,369.00

500 California Gold Common Stocks 860.00

800 Sunshine Mining Co. 3,200.00

200 Helca Mining Co. 2,800.00

1191 Placer Dome, Inc. 16,674.00

3000 Galactic Resources 21,000.00

Commerce Bank Brokerage Account 33,011.00

Emmett A. Larkin Account 3,395.00

Shares Texas Utilities 11,300.00 o © ^

Ounce Rands @ 450.00 11,250.00 lO C\]

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Paul Fregeau v. Carol Fregeau
Missouri Court of Appeals, 2019
Med. Plaza One, LLC v. Davis
552 S.W.3d 143 (Missouri Court of Appeals, 2018)
Nestel v. Rohach
529 S.W.3d 841 (Missouri Court of Appeals, 2017)
Irina Boone v. Dennis Boone
438 S.W.3d 494 (Missouri Court of Appeals, 2014)
William L. Burkhalter v. Steven P. Burkhalter
841 N.W.2d 93 (Supreme Court of Iowa, 2013)
Cima v. Rhoades
416 S.W.3d 320 (Missouri Court of Appeals, 2013)
Watermann v. Eleanor E. Fitzpatrick Revocable Living Trust
369 S.W.3d 69 (Missouri Court of Appeals, 2012)
Sleepy Hollow Ranch LLC v. Robinson
373 S.W.3d 485 (Missouri Court of Appeals, 2012)
Hanson v. Vanniewaal
322 S.W.3d 574 (Missouri Court of Appeals, 2010)
In Re Estate of Hock
322 S.W.3d 574 (Missouri Court of Appeals, 2010)
Taylor-McDonald v. Taylor
245 S.W.3d 867 (Missouri Court of Appeals, 2008)
Estate of Downs v. Bugg
242 S.W.3d 729 (Missouri Court of Appeals, 2007)
In Re Estate of Ellis
187 S.W.3d 344 (Missouri Court of Appeals, 2006)
Allee v. Ruby Scott Sigears Estate
182 S.W.3d 772 (Missouri Court of Appeals, 2006)
Lee v. Hiler
141 S.W.3d 517 (Missouri Court of Appeals, 2004)
Tobias v. Korman
141 S.W.3d 468 (Missouri Court of Appeals, 2004)
Sunbelt Environmental Services, Inc. v. Rieder's Jiffy Market, Inc.
138 S.W.3d 130 (Missouri Court of Appeals, 2004)

Cite This Page — Counsel Stack

Bluebook (online)
111 S.W.3d 464, 2003 Mo. App. LEXIS 703, 2003 WL 21100734, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ruestman-v-ruestman-moctapp-2003.