Schertz v. Blocher

288 S.W.2d 385, 1956 Mo. App. LEXIS 62
CourtMissouri Court of Appeals
DecidedMarch 20, 1956
DocketNo. 29213
StatusPublished
Cited by3 cases

This text of 288 S.W.2d 385 (Schertz v. Blocher) 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
Schertz v. Blocher, 288 S.W.2d 385, 1956 Mo. App. LEXIS 62 (Mo. Ct. App. 1956).

Opinion

SAM C. BLAIR, Special Judge.

This is a suit by plaintiff, Florence E. Schertz, against the executor and heirs of Morris Barnholtz, deceased, for specific performance of an alleged oral contract whereby she claims Barnholtz agreed to bequeath his entire estate to her in return for personal services she says she rendered him during his lifetime.

This is the substance of the petition: Plaintiff was a niece of Morris Barnholtz by marriage. Barnholtz became ill in 1950 and for six months thereafter it was necessary for him to spend all of his time'in bed. During that period, and for the rest of his life, he required nursing and other personal care. Plaintiff agreed to prepare his meals, to nurse him, and to perform other necessary-personal services for him as long as his condition rendered this necessary. In return, Barnholtz agreed to bequeath to plaintiff by will all of his estate. Plaintiff duly performed her agreement, nursed the deceased, prepared his meals, and, from the date of the agreement until his death, rendered him all other necessary personal services. Deceased failed to bequeath all of his estate to the plaintiff. Instead, he bequeathed only one twelfth to her and- bequeathed the residue in various fractions to six of his other relatives. The answer generally denied the contract and its performance and prayed the court to deny specific performance.

The trial court found the issues against the plaintiff and for the executor and heirs and entered its decree accordingly. The plaintiff appeals to this court for a reversal of this decree and for a decree compelling specific performance as prayed. The controversy involves only personalty and the .amou/it in dispute is less than $7,500. We have jurisdiction.. The single question for determination is whether plaintiff established the averments of her petition by that measure of proof which the law requires in these cases.

The testimony plaintiff adduced to establish her case was as follows: Dr. M. Norman Orgel testified that for several years prior to June 26, -1950, Barnholtz came to his office once a week as a patient, sometimes alone, frequently with Mrs. Schertz. He was afflicted with Parkinson’s disease and inactive tuberculosis. On that date, he advised Barnholtz and Mrs. Schertz that a recent test had disclosed that the inactive tuberculosis had become active and was contagious. He prescribed either sanitarium -care or bed rest at home. Barnholtz and Mrs. Schertz agreed he should stay at home. Direction was given them to boil all dishes. Arrangements were made for a visiting nurse to make periodic visits. Barnholtz was ordered “confined to the house, except for office visits, for the first six months.” He was allowed to get up for meals and to go to the 'bathroom. The doctor said, “Of course, if you know Mr. Barnholtz, it is pretty difficult to get bed rest.” Mrs. Schertz frequently came to his office with Barn-[387]*387holtz. “Mrs. Schertz and Mr. Barnholtz would sit down, and Mrs. Schertz would explain what difficulty she had with Mr. Barnholtz; one, he would not stay in bed; two, he would not stay in the house when he could go out; * * * and he just wouldn’t obey the rules.” There is no evidence that his illness ever required the doctor to visit Barnholtz in the home. There is none that Mrs. Schertz ever told the doctor thereafter that Barnholtz at any time became helpless or lost control of any of his functions. Barnholtz died June 9, 1952, of Parkinson’s disease with tuberculosis contributing.

Marian Reisch, St. Louis County'Health Department nurse, visited the home three times a week during August 1950, and administered streptomycin to Barnholtz for his tuberculosis. He was not always in bed. ¡Sometimes he was dressed, but usually he was in pajamas. He seemed somewhat underweight and pale, he coughed very little, but tired easily. He appeared to have “all tubercular symptoms that a tuberculosis patient has.” Mrs. Schertz was “taking care of him insofar as she would have to keep his dishes' separate and * * * cook ¡his meals when he was there.” He was visiting Dr. Orgel at regular intervals. There was no evidence that Mrs. Schertz or Barnholtz ever told her that Barnholtz was helpless or had lost control of any of his functions.

Joseph L. Schertz, Jr., plaintiff’s son, 31 years of age, had known Barnholtz as long as he could remember. He visited in the home frequently during Barnholtz’s illness and stayed an hour or two. In June and July, 1950, he had dinner in the home almost every night. Barnholtz was “going around with his pajamas and slippers and robe on and- lying in bed or sitting around in a chair.” “My picture of him is shuffling around in his pajamas.” He walked “slowly and shakily.” Usually he would get up for his meals, but at times they were served to him in bed. Mrs. Schertz cut his food for him and she 'boiled his dishes after each meal. Occasionally Barnholtz would express to him his gratitude “about the way she was taking care of him,” and say “he did not know what he would do if it wasn’t for her looking after him.” Barn-holtz “was in the habit of going out on weekends.” He also went to the doctor’s office. Schertz did not testify that Barn-holtz ever mentioned to him any contract with his mother.

Bertha Bernstein, a practical nurse, knew Mrs. Schertz casually for 25-30 years and had been “a good friend” of Barnholtz for 35 years. In August or September, 1950, Barnholtz phoned and asked her to visit him. He told her he had “Tb, that was inactive for a long time and had now flared up.” Between August or ¡September and Christmas she visited him twice more in the home and sat and talked with him in his own room. On one occásion, he asked her to assist him to the bathroom, and en-route h¿ was “incontinent.” “I helped clean him up.” She remained for dinner. He came to the table for dinner. She helped him' cut his food. On tírese visits she found him lying in bed in his pajamas and a robe. “Q. You don’t know what services Mrs. Schertz rendered for Mr. Barnholtz? A. * * * I know dishes were being boiled.

“Q. You don’t know whether or not. he was able to bathe himself? A. No, sir. * . * * I don’t know.

“Q. Or shave himself? A. No, sir.” He “always expressed how good she (Mrs. Schertz) was to him; and he didn’t know what he would do without her; she was better than his mother.” “Q. " Did he ever say anything about paying her for services ? A. He told me time and ■ time again, in his slow manner,- — he talked very slow,— that whatever he had would be hers, because he couldn’t forget her kindnesses; that his relatives didn’t want to put up with him * * * I think1 only visited two or three times.” During December 1950, she met him on a streetcar. He was going down town. The witness did not testify that Barnholtz ever mentioned to' her any contract with Mrs. Schertz.

Edward.W. Uhri testified he had known Barnholtz for 21 years and had been a “close friend”' of Mrs. Schertz for the [388]*388same period. He visited in their home al-mbst every day. Prior to the death of Barnholtz’s wife, Mrs. Schertz had lived with Mr. and Mrs. Barnholtz at various times. Following Mrs. Barnholtz’s death, Barnholtz and she lived at 3617A Wilmington, St. Louis, for about two years. Each paid one half of the rent and all other expenses. Mrs. Schertz “handled the house for him.” In 1950, Barnholtz fell at the Fox Theater and injured himself superficially. Dr.

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Bluebook (online)
288 S.W.2d 385, 1956 Mo. App. LEXIS 62, Counsel Stack Legal Research, https://law.counselstack.com/opinion/schertz-v-blocher-moctapp-1956.