Townsend v. Boatmen's National Bank

104 S.W.2d 657, 340 Mo. 550, 1937 Mo. LEXIS 554
CourtSupreme Court of Missouri
DecidedApril 21, 1937
StatusPublished
Cited by11 cases

This text of 104 S.W.2d 657 (Townsend v. Boatmen's National Bank) 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
Townsend v. Boatmen's National Bank, 104 S.W.2d 657, 340 Mo. 550, 1937 Mo. LEXIS 554 (Mo. 1937).

Opinions

Action to contest the alleged will of Hugh W. Thomasson, deceased. The verdict sustained the will. Motion for new trial was overruled and contestants appealed.

Testator had no lineal descendants, and contestants are his collateral kin (on his mother's side), second and third cousins, except Henry S. Bolles and Addison Wellborn. These two were not related to testator, but were made parties plaintiff because they were named as beneficiaries under the will. The will was executed September 8, 1926, and testator died January 28, 1933. A woman known as Grace Carolyn Mahood, prior to her alleged marriage to testator, claimed to be his widow at the time of his death, but contestants allege that if she were ever his lawful wife, she had released to plaintiffs, Ella P. Bolles and Elmira Townsend as trustees for all the heirs and creditors of testator, whatever interest she had, and for that reason, was not made a party defendant.

Contestants allege that the purported will was presented to the probate court of the City of St. Louis, on or about October 24, 1933, by defendant, Boatmen's National Bank, trustee and executor under the will, and was duly probated. The will is set out in full in the petition. The opening paragraph of the will recites that the testator *Page 558 was single, about which there was no question at that time. There are seven sections in the probated will. The first section directs the executor to pay funeral expenses and debts. Section 2 bequeaths paintings and other pieces of art and chinaware to the St. Louis Art Museum. Section 3 gives remainder of personal effects to plaintiff, Henry S. Bolles, if living at time of testator's death, and if not, then to plaintiff, Addison Wellborn. Section 4 bequeaths $2000 each to St. Anthony's Hospital, St. Luke's Hospital Association and The Lutheran Hospital. Section 5 (consisting of several paragraphs) devises the residue, real and personal, including money, stocks and bonds, to the Boatmen's National Bank in trust, and directs that the trustee shall not sell or dispose of any real estate or interest therein prior to the termination of the trust, but the trustee is directed to retain the real estate and rent or lease the same under such terms and conditions as in the judgment of the trustee will yield the best results. Also, the trustee is directed to repair, maintain, pay taxes, etc. Then out of the net income, the trustee is directed to pay, in semiannual installments, until the termination of the trust, the following: (a) $1000 per annum, to Lottie Wellborn; (b) $1000 per annum to Ella Barnes; (c) $1000 per annum to Virginia Walton; (d) $1000 per annum to Ella Bolles; (e) $600 per annum to Henry S. Bolles; (f) $300 per annum to Charles Level, a colored servant.

And then Section 5 directs that the remainder of the net income be distributed semiannually "unto the Treasurer of the State of Missouri, or unto such other officer or officers of the State of Missouri as may be authorized by law to accept and receive the same, to be and become a part of the public school moneys of the State of Missouri, to be used for the benefit of the free public schools of the State of Missouri, forever, and for no other purpose, in such manner as the legislature of the State of Missouri may provide, or as may otherwise be provided by law."

Section 5 further provides: "This trust shall cease and determine twenty (20) years from and after the date of my death, after which time, or within a reasonable time thereafter, the said trustee shall sell all of the above described property as soon as it can effect sales thereof at reasonable prices and upon favorable terms and conditions, without sacrificing any of the said property, and the entire net proceeds derived from any and all such sales shall be paid over and distributed together with all personal property free from trust unto the Treasurer of the State of Missouri," etc. The remainder of this paragraph is about the same as the language of the paragraph next above after the words "Treasurer of the State of Missouri," and then Section 5 continues in a separate paragraph:

"It is my intention, and I hereby direct that the trust hereinbefore created shall cease and determine twenty (20) years from and after *Page 559 the date of my death, and that the payments of income as provided in paragraphs (a), (b), (c), (d), (e) and (f) hereof shall then cease, and that as soon thereafter as possible, the said trustee shall sell all of the above described real estate as hereinbefore provided; but until such sales are finally effected after the twenty (20) year period as hereinbefore provided, the surplus income arising from the trust estate shall be paid over unto the Treasurer of the State of Missouri for public school purposes as hereinbefore provided; said trust shall absolutely terminate twenty years after my death, but I request and desire that my trustee shall hold said property until a favorable sale in its opinion can be made thereafter, but in no event more than five years after the termination of the trust. My trustee's deed however, at any time after the termination of this trust, shall, convey title to the purchaser."

The remainder of the will and the last two sections are as follows: Section 6. "I hereby direct my executor hereinafter named to pay all estate and inheritance taxes assessed against my estate or against the distributive shares of the beneficiaries hereunder out of the general assets of my estate and such taxes, when paid, shall not be charged against the distributive shares of the said beneficiaries."

Section 7. "I hereby nominate, constitute and appoint The Boatmen's National Bank of St. Louis, executor of this my last will and testament; and I hereby certify that at or before the execution of the same, I had advice and counsel in relation thereto, from someone not under salary from the said The Boatmen's National Bank of St. Louis."

It is alleged that plaintiffs, Henry S. Bolles, Ella F. Bolles, Addison Wellborn, Charlotte Wellborn and the three hospitals "have renounced any and all claims under the said will for the reason that said paper writing or will, if executed by the said Hugh W. Thomasson, during his lifetime, was executed at a time when the said Hugh W. Thomasson was and for many years had been a person of unsound mind and wholly incapable of managing his affairs." And it is alleged that legatee Charles Level predeceased the testator, and for that reason, the heirs of said legatee had no interest and were not made parties defendant. The contest is based solely on the alleged mental incapacity of the testator to make and execute a will and is pleaded as follows:

"Plaintiffs state that Hugh W. Thomasson was mentally feeble and immature from his youth up and never arrived at full mental development; that at the time it is claimed the paper writing alleged to be his will was executed, to-wit, on the 8th day of September, 1926, and long prior and subsequent thereto, the said Hugh W. Thomasson was a chronic imbecile, a person of unsound mind and incapable of managing his affairs and an insane person. That he did not have *Page 560

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Related

Wade v. Kirksville College of Osteopathy & Surgery
270 S.W.2d 811 (Supreme Court of Missouri, 1954)
Johnson v. Wilson Estate
256 S.W.2d 297 (Missouri Court of Appeals, 1953)
Bolles v. Boatmen's Nat. Bank of St. Louis
255 S.W.2d 725 (Supreme Court of Missouri, 1953)
Norton v. Johnson
226 S.W.2d 689 (Supreme Court of Missouri, 1950)
In Re the Estate of Thomasson v. Boatmen's National Bank
196 S.W.2d 155 (Supreme Court of Missouri, 1946)
Smith v. Fitzjohn
188 S.W.2d 832 (Supreme Court of Missouri, 1945)
Morrow v. Board of Trustees of Park College
181 S.W.2d 945 (Supreme Court of Missouri, 1944)
Young v. Boatmen's National Bank
171 S.W.2d 553 (Supreme Court of Missouri, 1943)
Walter v. Alt
152 S.W.2d 135 (Supreme Court of Missouri, 1941)
Callaway v. Blankenbaker
141 S.W.2d 810 (Supreme Court of Missouri, 1940)
Boatmen's National Bank v. Wurdeman
127 S.W.2d 438 (Supreme Court of Missouri, 1939)

Cite This Page — Counsel Stack

Bluebook (online)
104 S.W.2d 657, 340 Mo. 550, 1937 Mo. LEXIS 554, Counsel Stack Legal Research, https://law.counselstack.com/opinion/townsend-v-boatmens-national-bank-mo-1937.