Sturm v. Routh

373 S.W.2d 922, 1964 Mo. LEXIS 864
CourtSupreme Court of Missouri
DecidedJanuary 13, 1964
Docket49778
StatusPublished
Cited by13 cases

This text of 373 S.W.2d 922 (Sturm v. Routh) 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
Sturm v. Routh, 373 S.W.2d 922, 1964 Mo. LEXIS 864 (Mo. 1964).

Opinion

*923 HOLMAN, Judge.

This action was filed October 4, 1961, to contest the will of Walbridge H. Powell, deceased, which was dated April 1, 1959, and a codicil thereto dated November 6, 1959. Mr. Powell died March 21, 1961. The grounds of the contest were that Mr. Powell was of unsound mind and also that he signed said paper writings while under the undue influence of Ola V. Powell, Vera Jane Powell, and Mary P. Eyberg. Plaintiff Frances P. Sturm alone made the allegations concerning the invalidity of the will but she was joined by her husband and two children (legatees in the will) in alleging that the codicil was invalid. After a lengthy trial the jury returned a verdict upholding the will but found that the paper writing dated November 6, 1959, was “not the codicil to the last will and testament of Wal-bridge H. Powell.” A judgment was entered accordingly.

On September 17, 1962, the trial court entered the following order and judgment: “That the verdict of jury finding codicil dated November 6, 1959 [was not the codicil] to the last will and testament dated April 1, 1959, of Walbridge H. Powell, deceased, is set aside, and defendants’ motion for judgment in accordance with their motion for directed verdict at close of case sustained, and judgment rendered that said codicil is the codicil to last will and testament of Walbridge H. Powell, deceased; and further ordered that if this judgment be reversed on appeal, then defendants’ motion for new trial as to said codicil is sustained and defendants granted new trial thereon. It is further ordered that this judgment is on the ground that jury verdict is not supported by substantial evidence; and in event new trial is given, same is on same ground.” Plaintiffs have appealed from said judgment.

The sole question presented on this appeal is whether there was sufficient evidence adduced from which the jury reasonably could have found that the codicil was invalid. In considering that question we are mindful of the rule that in the situation before us we must disregard the evidence offered by defendants unless it aids plaintiffs’ case, accept plaintiffs’ evidence as true, and give them the benefit of every inference which may legitimately be drawn from it. McGrail v. Schmitt, Mo.Sup., 357 S.W.2d 111. Since we have concluded that there was sufficient evidence of mental incapacity to support the verdict, we need not determine the sufficiency of the evidence on the other issue. We have carefully considered all of the evidence contained in the 1,000-page transcript, but in setting out the facts herein we will omit much of the evidence offered by proponents and will endeavor to restrict our statement to favorable evidence directly bearing on the sole issue here considered, i e., the mental condition of deceased at the time the codicil was signed on November 6, 1959. It was stipulated that decedent’s estate had an inventory value of $134,026. We therefore have jurisdiction of this appeal because of the amount in dispute.

The family of Walbridge H. Powell during the year 1959 consisted of his wife, Ola V. Powell, and three daughters, Mary Eyberg, Vera Jane Powell, and Frances Sturm. Another daughter, Ola V. O’Brien, had died leaving no children. At the time of trial Vera Jane was 44 years old and had been a helpless invalid since she was 17. Between the date of Mr. Powell’s death and the time of trial both Ola and Vera Jane had been declared incompetent and guardians appointed for them. The widow died between the time of trial and the date the appeal in this case was taken. Mary Eyberg is the wife of Carl Eyberg and she has one son, Walbridge, by a previous marriage. Frances Sturm is married to John T. Sturm and they have two children, John P. Sturm and Jane Sturm.

Testator was 80 years old at the time the instruments in question were signed. He had been in poor health since 1951 when he suffered a severe stroke. From 1954 until his death he was confined to his home practically all of the time. During the last *924 several years of his life he was confined to his bed except for brief periods when permitted to sit in a wheel chair. Prior to 1951, testator was a successful business man. He was the principal stockholder in the W. H. Powell Lumber Company which operated seven or eight lumber yards in the general area in which he lived. The main office was in St. James, Missouri, where his home was located. Testator was also the principal stockholder in the Powell Ranch which was a corporation owning some 7,000 acres of land located in the same area.

John Sturm and Carl Eyberg were both engineers but eventually they became employed by Mr. Powell. It seems rather clear from the testimony that Mr. Powell did not always treat his sons-in-law with consideration and there were frequent serious disagreements and some ill feeling between them. Carl was manager of the Powell Ranch from March 1, 1945, until June 19, 1954, when he resigned because of disagreements with Mr. Powell. From 1954 until about January 1959, Mary Eyberg did not speak to or visit with her father. John Sturm was employed by the lumber company from 1946 until July 15, 1959, when he was discharged in a manner hereinafter described. In 1950 he was made general manager of the lumber company and after 1954 was also manager of the Powell Ranch.

It would serve no useful purpose to give a detailed and precise description of the contents of the will and codicil involved in this case. It is sufficient to say that in a general way the will, after providing for certain small legacies, directed that the balance of the estate be divided into two equal parts — each half to become a separate trust estate. One trust estate was for the benefit of the widow, Ola Powell, and the provision was that she would receive the income therefrom and upon her death the assets of that estate would be transferred to her estate. The other trust was for the benefit of Vera Jane, and it was provided that upon the death of Vera Jane the income would be paid to Ola if she were still alive. Upon the death of both Ola and Vera'. Jane, the assets of this trust estate were,, in a general way, to go one half to the-Sturm family, and one half to the Eyberg' family. (In this connection it should also be noted that testator had previously established an inter vivos trust to provide for the care of Vera Jane.)

After John Sturm was discharged im July 1959, certain litigation arose (which will be hereinafter mentioned) and, as a result of which (at least according to the recitals therein), testator, on November 6,.. 1959, executed a codicil which cancelled all of the legacies to the Sturm family and provided that the assets of the trust estate heretofore mentioned be paid to Mary Eyberg- and her son Walbridge.

Mildred Mooney testified that she was-employed as a nurse in the Powell home for a number of years; that she was a witness, to both the will and the codicil; that at times Mr. Powell could remember things, and at other times he couldn’t; that his-condition became progressively worse; that at times there would be screens up at the-windows in his room because he would see-objects on the outside, such as animals with men’s heads and men with animal heads- and things like that, which excited him.

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Cite This Page — Counsel Stack

Bluebook (online)
373 S.W.2d 922, 1964 Mo. LEXIS 864, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sturm-v-routh-mo-1964.