St. Louis Union Trust Co. v. Conant

536 S.W.2d 789
CourtMissouri Court of Appeals
DecidedMarch 2, 1976
DocketNo. 36665
StatusPublished
Cited by7 cases

This text of 536 S.W.2d 789 (St. Louis Union Trust Co. v. Conant) 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
St. Louis Union Trust Co. v. Conant, 536 S.W.2d 789 (Mo. Ct. App. 1976).

Opinion

SIMEONE, Presiding Judge.

This appeal involves the aftermath of litigation which culminated in the Supreme Court of Missouri. St. Louis Union Trust Company v. Conant, 499 S.W.2d 761 (Mo.1973). This appeal is from a judgment of the circuit court of St. Louis County awarding compensation for services rendered as guardians ad litem for several contingent beneficiaries under a trust. The issue to be determined is whether the guardians ad litem of contingent beneficiaries of a trust are entitled to fees for representation of their wards for the successful litigation involving the trust. The trial court granted such fees and expenses incurred in the trial and successful appeal in the first Conant litigation and charged such fees against the corpus of the trust. On this appeal, the primary beneficiaries of the trust question this ruling of the trial court and appeal the order granting such fees and expenses.

The guardians have also made application in this court for additional fees and expenses incurred on this appeal because the appellants — the primary beneficiaries of the trust — seek to declare the order of the trial court awarding fees invalid.

We hold that the trial court did not err in awarding fees for services rendered and expenses incurred by the guardians ad litem for the trial and appeal of St. Louis Union Trust Company v. Conant, supra, and hence affirm the order and judgment of the trial court awarding such fees and expenses, and we deny the guardians’ application for additional fees and expenses filed in this court on this appeal.

[791]*791The facts are complicated and the litigation has been long and vigorous. There is no need to detail each and every fact, since the facts are thoroughly and accurately discussed in the opinion by Stockard, C. in St. Louis Union Trust Company v. Conant, supra.

Suffice it to say that Eleanore G. Conant died on October 14,1964, and her will, dated July 22, 1964, was admitted to probate. Eleanore G. Conant was survived by four children — George K. Conant, Jr., Josie Co-nant Manternach, Eleanore Conant Storrs and Frances Conant (Balsam) Schieffelin. Mrs. Eleanore G. Conant was also survived by several grandchildren and great-grandchildren. Her son, George, Jr., has four children — George K. Conant III, Annie Co-nant, Lawrie Conant and Susan Conant. Josie Conant Manternach had two children — Josie Manternach1 and Bruce W. Manternach, Jr. Frances Conant Schieffe-lin has one child, Ann Richards Gridley; and Mrs. Gridley has two children — John Grid-ley and Sarah Conant Gridley. The George Conant children, the Ann Richards Gridley children and the Manternach children are minors.

Mrs. Eleanore Conant’s will provided, in effect, that her residuary estate was to be divided into four portions — only one of which is important in this proceeding. One portion was bequeathed in trust under the provisions of Paragraph 1-C of Article III and Article V and provided that the trustee —St. Louis Union Trust Company — was to pay the income to her daughter, Josie Co-nant Manternach, during her lifetime. The will provided that the trust shall terminate upon the death of Josie Conant Manternach and that, upon termination, the trust be distributed in certain specified shares to Josie and Bruce if then living, but if not, then the trust would be distributed to the grandchildren of the testatrix — the Conant children and Ann Richards Gridley per stirpes.

After the probate of the will, Josie Co-nant Manternach instituted a will contest suit in May, 1965, in the circuit court of St. Louis County, seeking to set aside the will. She joined as defendants — George K. Co-nant, Jr., the Conant children, Eleanore Co-nant Storrs, Frances Conant Balsam [Schieffelin], Ann Richards Gridley and Mrs. Manternach’s children — Josie and Bruce. The Gridley children were not named parties. The will contest suit proceeded but was “laid over from day to day” and thereafter on January 15, 1968, an instrument designated a “Settlement Agreement” was signed by all parties to the suit and filed with the circuit court. The court entered an order and judgment in the will contest suit establishing the will dated July 22, 1964 as the last will and testament of Eleanore G. Conant and “approving the Settlement Agreement ... as being duly executed, fair and reasonable and lawfully binding upon all parties to the will contest suit and on all beneficiaries . .” Under the settlement agreement, Josie Conant Manternach was entitled to receive from the estate an amount calculated by a specified formula — $113,000 —to be deducted from the assets. The agreement further provided that the trustee (St. Louis Union) and Mrs. Manternach would “respectively, renounce their rights and interests in or with respect to said trust.” The agreement was subject to the condition that a declaratory judgment suit be filed by the trustee (St. Louis Union) to determine the legality and binding effect of the settlement insofar as it provided for the payment to Josie Conant Manternach free from trust and the effect of the renunciations upon the rights of the beneficiaries, contingent or otherwise.

In due time and on February 21, 1968, a declaratory action was filed in the circuit court of St. Louis County by the trustee, St. Louis Union Trust,2 alleging that

“. . . plaintiff is uncertain and in doubt as to the legality and binding ef-[792]*792feet of said Settlement Agreement insofar as it provides for the payment outright and free from trust to Josie Conant Manternaeh . . . and deducted from the assets distributable to plaintiff as Trustee of the trust . . . [and] uncertain and in doubt as to the legal effect of the renunciations in . said Settlement Agreement upon the rights of the beneficiaries, contingent or otherwise . . .

The trustee, in the declaratory judgment action, alleged that it had to employ attorneys to defend the will contest action, that it is entitled to its reasonable costs and expenses in connection with obtaining advice in connection with the declaratory action and that such costs and expenses should be taxed against the one-fourth portion of Eleanore G. Conant’s residuary estate. In the declaratory judgment suit, St. Louis Union, trustee, prayed that the court construe the settlement agreement executed January 15, 1968, and prayed for attorneys’ fees and expenses (a) in connection with the negotiation of the settlement agreement in the will contest suit and (b) in connection with the declaratory judgment action.

Answers were filed by the various parties. After the petition was filed guardians ad litem were appointed for Josie Conant Manternaeh, Jr. and Bruce.

On April 24, 1968 (1) George K. Conant, Jr. filed a petition for the appointment of a “competent independent person” to serve as guardian ad litem for his daughter Susan Conant (under fourteen), (2) the other Co-nant children filed their petition for the appointment of a “competent independent person,” and (3) Ann Richards Gridley filed her petition for the appointment of a guardian for her son, John. On May 1, 1968, Donald K. Gerard was appointed guardian for all of these children, and on May 13 accepted the appointments and entered his appearance.

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Bluebook (online)
536 S.W.2d 789, Counsel Stack Legal Research, https://law.counselstack.com/opinion/st-louis-union-trust-co-v-conant-moctapp-1976.