Scott v. Dougan

527 S.W.2d 680, 1975 Mo. App. LEXIS 1774
CourtMissouri Court of Appeals
DecidedSeptember 2, 1975
DocketNo. KCD 27096
StatusPublished
Cited by4 cases

This text of 527 S.W.2d 680 (Scott v. Dougan) 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
Scott v. Dougan, 527 S.W.2d 680, 1975 Mo. App. LEXIS 1774 (Mo. Ct. App. 1975).

Opinion

WASSERSTROM, Presiding Judge.

This is an appeal from two separate proceedings consolidated for hearing and disposition in the circuit court. One, Case No. 5185E, was an original proceeding for partition brought by Mary I. Scott and William F. Scott. The other, Case No. 5197E, was an appeal by the Scotts from an order of the Probate Court of Nodaway County authorizing the sale of the same property by the executors under the will of Floyd A. Kiser. The circuit court denied partition and affirmed the Probate Court’s order of sale.

Floyd A. Kiser died testate on August 18, 1972, possessed of the land in question and survived by seven children of whom the appellant, Mary I. Scott, is one. On August 29, 1972, the will was admitted to probate, and the co-executors designated therein were appointed on August 31, 1972. The will devised a one-half interest in one tract to the testator’s daughter Rosalee Walton; and the remaining one-half of that tract, together with all other property, was devised equally to all seven children. The will further nominated Charles Kiser and Kenneth Laughlin as co-executors with a direction that they not be required to furnish bond. The will further provided:

“I authorize, but do not direct, my Co-Executors to take charge of any real property in my estate and to sell, lease, mortgage, assign, pledge or otherwise convey any real or personal property of my estate without obtaining any order of the court having jurisdiction over the administration of my estate, upon such terms and conditions, at such time or times and for such consideration as my Co-Executors shall deem proper, within their sole discretion.”

On the very same day that the eo-exeeu-tors were appointed by the Probate Court, the Scotts filed suit for partition in the circuit court with respect to the two tracts of real estate owned by the testator at the time of his death. Eight days thereafter, on September 8, 1972, the executors filed [682]*682application in the Probate Court to take charge of the real estate and on September 19, they petitioned the Probate Court for an order to sell the real estate in order to pay claims, expenses and taxes and also pursuant to the express power contained in the will. The inventory, filed concurrently with the petition for sale, disclosed real estate with valuation aggregating $154,000 and personal property of value totalling $16,382.25. On October 10, the Probate Court did order sale of the realty as prayed, at private sale, under the terms of the will.

After an appeal duly taken from that order of the Probate Court, both proceedings then before the Circuit Court were consolidated by agreement of the parties. The stipulation for consolidation recites that all parties had in mind “that the judgment of the Court will result in the dismissal of either Case No. 5197E or Case No. 5185E and that the Court will order all further proceeding to progress in the surviving cause * * *.” All parties also entered into a stipulation [of statement] of facts in which the parties prayed the court to determine “all issues relating to the priority with regard to the procedure for sale of real estate of either the petition for partition or the Probate Court’s Order to Sell.”

Pursuant to that submission, the trial court entered judgment finding that the partition sought by the Scotts “was contrary to the Last Will and Testament of Floyd A. Kiser wherein he empowered the executors to sell such real estate.” Accordingly, the court entered judgment against the Scotts, and the proceedings in Case No. 5197E were remanded to the Probate Court for sale of the real estate. On their appeal from that judgment, the Scotts make the following points: 1) that the trial court erred in denying partition, because Mary Scott had a legal right to partition based upon her joint tenancy in the realty which vested at the time of the testator’s death; and 2) that the trial court erred in finding that partition would be contrary to the testator’s intention.1

No question exists but that Mary Scott acquired legal title as tenant in common immediately upon the testator’s death. Nor do respondents dispute the proposition that tenants in common generally have a right to partition under § 528.030 (this and all other statutory reference being to RSMo 1969), and Rule 96.01. On the other hand, the Scotts do not deny that their right to partition is not absolute. An unquestionable limitation imposed upon that right appears in § 528.130, which provides:

“No partition or sale of lands, tenements or hereditaments, devised by any last will, shall be made under the provisions of this chapter, contrary to the intention of the testator, expressed in any such will.”

That statutory declaration merely implements the cardinal rule governing the treatment of every decedent’s estate, by which the courts must bend every effort to give effect to the testator’s true meaning and intention. In this regard, see also § 474.-430. Thus, the issue in this case boils down to this single question: would the partition sought by the Scotts violate the testator’s intention?

With respect to this determinative issue, no case has been cited or found directly in point. Nevertheless, the ascertainment of the testator’s intention for present purposes can be fairly deduced from the provisions of the will. First to be considered is the fact that the testator selected these two particular appointees to serve as [683]*683the executors of his will. That alone is an important expression of confidence. The extent of that confidence was further evidenced by the provision that these executors were authorized to serve without bond.

Far more significantly, however, the testator then proceeded to invest these appointees with extremely broad power under which they could encumber or dispose of any part of the estate without any court order and upon whatever terms and conditions and for whatever consideration they should deem proper “within their sole discretion.” This type of power calls for the exercise of a careful and prudent judgment. Earney v. Clay, 516 S.W.2d 59 (Mo.App.1974). The vesting of judgment in this matter in such broad discretionary terms necessarily reflects a weighty consideration in the testator’s mind.

Surely the testator could not have intended and would have resisted the idea that some stranger could be interjected into the handling of by far the major part of his estate without giving the executors in whom he had evidenced such great confidence any opportunity to administer those assets. That interjection is precisely what would occur if the Scotts’ partition suit were permitted presently to go forward. They filed their suit on the very day that the executors received letters testamentary. Obviously the executors had not yet had time to enter upon their duties, prepare an inventory and chart an intelligent course of action. To reward the Scotts for winning a race to the courthouse would be to allow them to veto the testator’s own choice of the persons to administer his estate. It would open the door to putting someone other than the testator’s selection into a position to say when, how and to whom the real estate is to be sold.

Another factor of considerable significance should be noted. The powers to the executors under the will are sufficiently broad to permit disposition by private negotiated sale, as indeed is permitted under the order of the Probate Court dated October 10, 1972.

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Cite This Page — Counsel Stack

Bluebook (online)
527 S.W.2d 680, 1975 Mo. App. LEXIS 1774, Counsel Stack Legal Research, https://law.counselstack.com/opinion/scott-v-dougan-moctapp-1975.