State Ex Rel. Siegel v. Strother

289 S.W.2d 73, 365 Mo. 861, 1956 Mo. LEXIS 559
CourtSupreme Court of Missouri
DecidedApril 9, 1956
Docket45178
StatusPublished
Cited by23 cases

This text of 289 S.W.2d 73 (State Ex Rel. Siegel v. Strother) 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
State Ex Rel. Siegel v. Strother, 289 S.W.2d 73, 365 Mo. 861, 1956 Mo. LEXIS 559 (Mo. 1956).

Opinion

*870 HOLLINGSWORTH, J.

[75] This is an original proceeding-seeking to prohibit respondent as a Judge of the Circuit Court of Jackson County, at Kansas City, from proceeding in alleged excess of the jurisdiction of that court to hear and determine in an action brought primarily to contest the will of Florence Harzfeld, deceased; an alternative count in equity to annul an inter vivos trust agreement to which reference is made in the will, and a further alternative count to void the sale of certain corporate stocks made pursuant to -the provisions of said trust agreement and for an accounting.. Respondent’s return to our preliminary rule admitted all facts pleaded in relators’ petition, denied the conclusions of law pleaded therein and pleaded and sought discharge of our rule on grounds hereinafter discussed. Relators thereupon filed motion for judgment on the pleadings. The cause was briefed, argued and submitted upon the facts and issues pleaded in the petition and return.

The action out of which this proceeding arose is Cause No. 564,934, in the Circuit Court of Jackson County, at Kansas City, and is en *871 titled “Leslie Seidenbaeh et al., plaintiffs, !'v.'Lester Siegel, "Sr:, David ’ L. Sheffrey and Commerce Trust Company,'a Corporation,'' as executors and as trustees under-purported last will aUd testament' and purported trust agreement of Florence Harzfeld,-■ deceased,’ > eV a1!., defendants.”

Florence Harzfeld, whose’ will and -trust agreement 'are in cón-' troversy, died on January 17, 1952. On June 24, 1950, she executed ail'instrument'designated as her Last ■Will and'Testament/- By'thé*terms-of that will,'after cértain specific beqrtests,'she declared* in the' résiduary clause thereof (Item III);

“All the rest and residue Of' my property,- real, personal,'And mixed, I will, devise and bequeath to Commerce Trust Company*, Lester Siegel and David L. Sheffrey, all'of Kansas Cityj-Jacksoh County, Missouri, as Trustees under-a certain ‘Consolidating Amending Trust Agreement’ dated the* 12th day of May, 1950, by and between Florence Harzfeld as Crantor and Commerce Trust Company, Lester Siegel-and David L.- Sheffrey as-Trustees, to become a part of the trust estate described in said Consolidating-and Amending Trust Agreement and to be held, administered and distributed by them upon and in accordance with -all.the'trusts,terms and conditions set forth in said agreement-.-’■’>"■

On March 25, 1952, following-trial in the probate court,- that-coiirt found and adjudged- that-the purported will of June'24,-1950,-and' the purported trust agreement of May 12, 1950, “do-constitute the Last Will and Testament of Florence Harzfeld, deceased,* and said instruments are hereby allowed and admitted-to probáte-as such-Last Will and Testament.” ■- ■■ -/

In the action filed by plaintiffs in the trial court, Count,-I. attacks the will and trust (treating the trust as part of -the- w-ill)- on* :the ground of fraud and undue influence on -the part-.of tivo of the relators herein, Lester Siegel, Sr., and David L. Sheffrey. A verdict, on this count would hold that said will and- trust instrument severally or collectively do or do not constitute the last will of -the -deceased. This count does not attack the trust as a trust** — but only, as a will.; Count II adopts the charges set forth in Count-1 and attacks only the will, as such, exclusive of the trust instrument. -Count-III-adopts: the [76] charges set forth-in Count I and offers for-probate -an instrument dated December 13; 1951, as the last will of ¡deceased. Count TV offers for probate a codicil thereto, dated December 19,, 1951. Both of these instruments were rejected by the-probate court. Count-V adopts the charges set forth in Count I and, in the alternative, attacks the trust as a trust, seeks cancellation thereof, the voiding of a sale of certain shares of stock made thereunder by the trustees, and demands an accounting of benefits allegedly accruing to LesterSiegel, Sr.,' pursuant to such action. Count VI 'likewise adopts the. charges of Count I and makes an alternative-attack-only on the,pro *872 vision .of s.aid, trust, granting- to Lester Siegel, Sr., an option to purchase certain corporate stocks, seeking cancellation thereof, the voiding of,action taken thereunder by the trustees subsequent to the probate of. the will, and demands an accounting of benefits by Siegel.

The relators herein, as defendants in that suit, filed a motion seekjng, among other things, a dismissal of Counts V and VI, which are. counts in equity, oh the ground that Counts I, II, III and IV of the, suit are a. will contest; and therefore cannot be joined with any other or different kind of action. This motion, as to said two counts, was overruled, and in the order overruling the motion, respondent, then, being, the .assignment judge, .sent the case back to the general docket.

The trust agreement was executed and acknowledged before a notary public as a trust and not as a will signed, published and declared in the presence of witnesses, as required by law for the execution of.wills. Its provisions are those of a trust (not a will), reserving the income from corpus'to the grantor, Florence Harzfeld, for her life, .creating the trustees ’ rights and limitations, reserving to grantor the right of revocation and right of withdrawal of corpus during her life, providing.for, liquidation and distribution after her death, and for termination thereafter.

.In this' court, relatbrs contend that the Circuit Court of Jackson County exceeded and threatens further to act in excess of its jurisdiction by treating Counts V and VI as properly joined in the same action as Counts I-to IV, inclusive, on the grounds that a will contest in the circuit- court operates as an appeal from the probate court, that the jurisdiction of the circuit court in such an action is therefore derivative, and'that its jurisdiction is limited to the-issues authorized by- the statute authorizing such contest.- Respondent contends that such a will contest is hot an appeal from the probate court and, therefore', is not limited by the same rules as an appeal. Thus is presented the essential issue on the merits.

Before consideration of the case on the merits, however, it is” necessary that, w'e consider a challenge made by respondent to our jurisdiction. He says-:.-;(l) that we have.no right to issue and determine an original writ in prohibition in the absence of service of process upon a proper party respondent; (2) that the only proper party respondent is a judge who is exceeding orthreatening to exceed his legal jurisdiction; and (3) that respondent is not the proper party réspondent since he has no jurisdiction to act further in the cause. Of these in order

(!).• It must: be conceded, in fact, we do not understand relators to question that “[-a] writ (of prohibition) which is final in form and effect1 and- is granted-without any preliminary notice whatever to the1 prohibited court and -parties is void for want of due process.” 42'Am. Jur., Prohibition, §'43,. p. 178.

*873 (2) and (3). In support of. his contention that the only proper' party respondent in prohibition is a‘judge who is exceeding’or threatening

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Bluebook (online)
289 S.W.2d 73, 365 Mo. 861, 1956 Mo. LEXIS 559, Counsel Stack Legal Research, https://law.counselstack.com/opinion/state-ex-rel-siegel-v-strother-mo-1956.