St. Louis Union Trust Company v. Greenough

282 S.W.2d 474, 1955 Mo. LEXIS 743
CourtSupreme Court of Missouri
DecidedSeptember 12, 1955
Docket44713
StatusPublished
Cited by23 cases

This text of 282 S.W.2d 474 (St. Louis Union Trust Company v. Greenough) is published on Counsel Stack Legal Research, covering Supreme Court of Missouri 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 Company v. Greenough, 282 S.W.2d 474, 1955 Mo. LEXIS 743 (Mo. 1955).

Opinion

COIL, Commissioner.

The successor trustee under the will of Adolphus Busch brought an action to construe the will so that the trustee may determine those entitled to the corpus of one of the testamentary trusts. Appellate jurisdiction is in this court because it affirmatively appears that the “amount in dispute” exclusive of costs exceeds $7,500. Mo.Const.1945, Art. V, § 3, V.A.M.S.

Adolphus Busch died in 1913 leaving a will executed in 1908 and three codicils executed in 1910, 1911, and 1912, respectively. Testator was survived by his widow and his seven children, two boys and five girls. After making specific bequests to charities and employees, bequeathing certain personal property to his wife, and providing a life estate for her in a certain villa in Germany, he conveyed the residue of his estate to trustees and in effect directed them to divide, it into eight equal parts and to convey one share to his wife as her *476 absolute property. Two shares were to be conveyed to testator’s elder son, August A. Busch, with the provision that should that son die before such conveyance, the two shares were to descend and be distributed under the laws of Missouri as though the son had died intestate as to such shares; and with the further provision that August A. Busch was to be responsible for the care of his invalid brother Carl (authorizing an expenditure of up to $12,000 a year during Carl’s life for his care and maintenance), and further providing' that prior to the trustee’s conveying the two shares to August, the charge imposed upon him for Carl’s care and maintenance was to be secured “in such manner as the trustees may determine.”

One each of the remaining five shares was to be held in trust for the benefit of each of his five daughters. The trustees in their discretion could pay to each daughter out of her respective share the sum of $100,000, the balance of each share to be held and managed separately for each daughter during her life. As to the trusts for three of the daughters, Edmee, Anna, and Clara, the trustees were authorized to pay over to them portions of the corpus of their shares; that provision did not apply to the trusts for his two other daughters, Nellie and Wilhelmine. The income from the respective shares or the portions remaining of the shares of all the daughters was to be paid to them in installments.

The will then provided in paragraph 2 of Article Fifth: “At the death of any daughter, or in the event of such death before me, or before the division or distribution is had, then the share assigned to her or corresponding to her interest, or which would have been assigned to her, or so much of said share as shall remain in the hands of said trustees, shall be by said trustees or their successors distributed in equal shares to her husband, if a husband survive her, and her children, or in the event of a deceased child or children, to the respective descendants of such child or children. If there be no child or descendants of a child, then-one-fourth (¼) of said share shall go absolutely to the surviving husband, and the balance to the brothers and sisters of such daughter, per stirpes and not per capita. If there be neither child nor descendants nor husband surviving, then the entire share shall be distributed to the brothers and sisters of such daughter, per stirpes and not per cap-ita.”

Paragraph 1 of testator’s third codicil, ,,-7 executed June 7, 1912, changed.the above-quoted provision as to the distribution of Wilhelmine’s share by providing in lieu thereof: “At the death of my said daughter, Wilhelmine Scharer, whether her death occurs before mine, or before the distribution or division is had, then the share assigned to her or corresponding to her interest, or which would have been assigned to her, or so much of said share as shall remain in the hands of said trustees, shall be by said trustees, or their successors distributed in equal shares to her children, if any, or in the event of a deceased child or children, to the respective descendants of such deceased child or children sharing per stirpes with her living children. If there be no child j or descendants of a child, then said share shall go absolutely to the brothers and sisters of my said daughter per stirpes and J not per capita.” -- — 1

The will further provided spendthrift clauses for his daughters Nellie and Wil-helmine; provided that if testator’s wife predeceased him the one-eighth interest given to her would become part of his residuary estate so that the residue would then be divided into seven equal shares instead of eight; and it gave broad powers to the trustees with reference to investments providing, however, that the son, August A. Busch, was to be continued as president of the Anheuser-Busch Brewing Association, and that the trustees were to vote the shares in that company to effectuate the testator’s direction in that respect.

The first, second, and third codicils, in addition to the change effected by the third heretofore noted, and except for one other provision to be presently noted, provided in *477 effect that the shares of stock in other of testator’s companies, viz., the Manufacturers Railway Company, the Busch-Sulzer Bros.-Diesel Engine Company, and the American Bottle Company, were to be so voted by the trustees that August A. Busch was to remain in control of those companies. By the second codicil, testator also provided that in order to effectuate his “desire to treat them [the children] with equal liberality”, certain advancements were charged' by him against them on his private books .and that' such advancements would constitute part of his" estate and be deducted from their respective shares; that his treatment of the advancements contained in his private books was to be regarded by them as “satisfactory, fair and final.”

The first matter for determination is the intent of the testator evidenced by the language contained in the last sentence of paragraph 1 of the third codicil, to wit: “If there be no child or descendants of a child, then said share shall go absolutely to the brothers and sisters of my said daughter per stirpes and not per capita.”

As has been noted, testator’s wife and seven children survived him. His daughter Wilhelmine, who at her death was Wilhel-mine B. Woods, died in 1952 without a child or descendants of a deceased child surviving her. She was survived by two of her sisters, Clara (Clara B. Liengme) and Edmee (Edmee B. Greenough). Her brother, August A. Busch, and her sister, Anna (Anna B. Faust), predeceased Wil-helmine and left descendants surviving Wilhelmine. Her sister, Nellie (Nellie B. Loeb) predeceased Wilhelmine and left surviving Wilhelmine an adopted son of Nellie’s daughter. Her brother Carl (designated by the testator as an invalid and who received no primary share, and with whose care and maintenance August A. Busch was charged) predeceased Wilhelmine without issue; he had never married.

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Cite This Page — Counsel Stack

Bluebook (online)
282 S.W.2d 474, 1955 Mo. LEXIS 743, Counsel Stack Legal Research, https://law.counselstack.com/opinion/st-louis-union-trust-company-v-greenough-mo-1955.