Shirley S. Brown v. Stephen L. Smith

CourtMissouri Court of Appeals
DecidedMay 12, 2020
DocketWD82873
StatusPublished

This text of Shirley S. Brown v. Stephen L. Smith (Shirley S. Brown v. Stephen L. Smith) 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
Shirley S. Brown v. Stephen L. Smith, (Mo. Ct. App. 2020).

Opinion

In the Missouri Court of Appeals Western District SHIRLEY S. BROWN, ) ) Respondent, ) WD82873 ) v. ) OPINION FILED: May 12, 2020 ) STEPHEN L. SMITH, ) ) Appellant. )

Appeal from the Circuit Court of Saline County, Missouri The Honorable W. Page Bellamy, Judge

Before Division Two: Mark D. Pfeiffer, Presiding Judge, Alok Ahuja, Judge and Gary D. Witt, Judge

Stephen Smith ("Smith") appeals the judgment of the Circuit Court of Saline County

denying his counterclaim for specific performance of an option agreement to purchase his

sister's one-half interest in property they held jointly. Smith raises two points of error

challenging the court's finding that the agreement was unenforceable. We reverse and

remand. Factual and Procedural Background

Smith and Shirley Brown ("Brown") are siblings and the children of Mary Jane

Smith ("Mary Jane").1 The family owned five tracts of land in Saline County, Missouri,

totaling nearly 1,000 acres of real property. As part of Mary Jane's estate planning, on

August 12, 2004, Smith, Brown, and Mary Jane met with Mary Jane's attorney

("Attorney"), to execute multiple documents that included deeds and conveyances, a cover

"Memo," and a "Memorandum of Agreement" that was, in effect, an option agreement.

The cover memorandum ("Memorandum") stated:

The undersigned, being the heirs and devisees under the Last Will and Testaments of Twyman Smith, Gertrude Smith and Morris Smith,[2] for the purpose of clarifying titles and ambiguities thereto and for the mutual benefit of each of the undersigned as to present and future planning, have executed the conveyances among themselves attached hereto as exchanges of real estate interests for estate planning purposes, not as sales or gifts.

The Memorandum was signed by Smith, Brown, and Mary Jane. According to Attorney,

the parties were "swapping interest and ending up so Mary Jane had some income for life"

and Smith and Brown "each had some separate ground when she died. All of this was part

of what they were doing that day." The five tracts were transferred as follows:

Tract One: Approximately 248 acres. Smith and Brown, as the record owners, transferred their equal interests to Mary Jane via quit claim deed. Mary Jane executed a general warranty deed transferring Tract One to Brown and her heirs, subject to a life estate for Mary Jane.

Tract Two: Twenty acres. Smith and Brown executed a general warranty deed transferring their interests to Mary Jane for life, with the remainder to Brown and her heirs.

1 Because Mary Jane shares the same surname as her son, we refer to her by her first name for purposes of clarity. No familiarity or disrespect is intended. 2 Twyman Smith and Gertrude Smith were Smith and Brown's paternal grandparents. Morris Smith was Smith and Brown's father.

2 Tract Three: 160 acres. Mary Jane transferred her interest to Smith reserving a life estate for herself via general warranty deed.

Tract Four: 165 acres. Brown transferred her remainder interest (which was to follow Mary Jane's life estate) to Smith.

Tract Five: 160 acres. Mary Jane transferred via general warranty deed her interest to Smith and Brown as tenants in common, each with an equal one- half interest, subject to a life estate for Mary Jane. Tract Five is legally described as: The Southwest Quarter of Section Twenty-eight (28) in Township Fifty-two (52) North, Range Twenty (20) West of the 5th Principal Meridian, Saline County, Missouri. ("Tract Five").3

House: Mary Jane executed a beneficiary deed naming Brown as the beneficiary upon Mary Jane's death.

In addition to the Memorandum and conveyances, Smith and Brown executed a

Memorandum of Agreement ("Option Agreement") regarding Tract Five that stated:

The undersigned, Stephen L. Smith and Shirley S. Brown, being co-owners of the remainder interest in the Southwest Quarter of Section 28, Township 50, Range 20, following the life estate of Mary Jane Smith, for and in consideration of the mutual covenants herein, agree that, upon the death of the said Mary Jane Smith, the undersigned Stephen L. Smith shall have the option to purchase the one-half interest in fee then owned by Shirley S. Brown for the sum of $84,000.00. Such option shall be exercised by furnishing written notice thereof within thirty days following the death of the said Mary Jane Smith and tender of purchase price within thirty days after such notice. Upon failure to exercise such option by the said Stephen L. Smith, Shirley S. Brown shall have the same option on the same terms and time frame thereafter. Failure by either party to exercise such option shall nullify this Agreement and release the property thereafter.

3 We note that the legal description of Tract Five in the Option Agreement set forth below does not accurately reflect the legal description of Tract Five. That description both fails to fully describe Tract Five so that it can be properly identified and inaccurately places the property in "Township 50" rather than "Township Fifty-Two (52)." However, the parties stipulated at trial that the reference to Township 50 rather than 52 was a scrivener's error and further stipulated to the correct boundaries of Tract Five and that Tract Five, as properly and legally described in the paragraph preceding this footnote, was the tract at issue. The Option Agreement was drafted by one party on behalf of Mary Jane, Smith, and Brown. "Where the scrivener acts for both parties and makes the mistake, then proof of his mistake establishes the mutual mistake, for he was the agent of both parties." Hoffman v. Kaplan, 875 S.W.2d 948, 953 (Mo. App. E.D. 1994). Based on the stipulation of the parties at trial we treat the Option Agreement, and documents discussing the Option Agreement, as referring to Tract Five.

3 Nothing herein shall preclude or prevent the parties from earlier purchase or sale on different terms between themselves or otherwise nullifying this Agreement by mutual agreement.

Mary Jane was not a signatory to the Option Agreement. The Option Agreement dealt

solely with Tract Five and provided the siblings an opportunity to buy each other's interest

upon the death of Mary Jane.

Mary Jane died on April 13, 2018. Pursuant to the deed, her life estate in Tract Five

was terminated automatically, which vested Smith and Brown each with an undivided one-

half interest in the property as tenants in common. On April 24, 2018, Brown sent a letter

to Smith stating that she was "revoking [Smith's] option to purchase the property in Saline

County in the Southwest Quarter of Section 28, Township 50, Range 20, for which I have

not received any consideration." In response, Smith sent a letter to Brown on May 2, 2018,

notifying her that he was electing to "exercise said option to purchase" Tract Five under

the terms and conditions established in the Option Agreement and subsequently timely

tendered the purchase price to Brown's attorney.

Brown filed a petition to partition Tract Five on May 30, 2018 ("Petition"). Smith

answered and filed a counterclaim for specific performance of the Option Agreement on

June 21, 2018 ("Counterclaim"). The parties agreed that the circuit court should take up

the issue of the Counterclaim prior to hearing the Petition's claim for partition, noting that

if Smith was successful on the Counterclaim, it would make the partition claim moot. The

circuit court held a one-day bench trial on March 14, 2019 ("Trial"). Specifically, the

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Bluebook (online)
Shirley S. Brown v. Stephen L. Smith, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shirley-s-brown-v-stephen-l-smith-moctapp-2020.