Watson v. Landvatter

517 S.W.2d 117, 1974 Mo. LEXIS 605
CourtSupreme Court of Missouri
DecidedDecember 16, 1974
Docket58668
StatusPublished
Cited by21 cases

This text of 517 S.W.2d 117 (Watson v. Landvatter) 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
Watson v. Landvatter, 517 S.W.2d 117, 1974 Mo. LEXIS 605 (Mo. 1974).

Opinion

HOLMAN, Judge.

Action to establish a written instrument as the will of Charles G. Landvatter. A trial resulted in a jury verdict in favor of defendants. Plaintiffs appealed to the St. Loüis District of the Court of Appeals and that court adopted an opinion affirming the judgment. Upon application of plain *119 tiffs-appellants we ordered the case transferred to this court. It will be finally determined here the same as on original appeal. We affirm.

Portions of the opinion of the court of appeals have been adopted without the use of quotation marks.

On May 5, 1958, Charles G. Landvatter executed a will in proper form with proper attestation. The material parts of that instrument (showing subsequent alterations) read as follows:

“SECOND: I give, devise and bequeath all of my property, real and personal, wherever situated and whether acquired before or after the execution of
Alice - C.G.L.
this will, to my wife Jen«ie Landvatter, in fee simple absolutely, if she survive me; but if she shall predecease me, then I give, devise and bequeath all of my such step son Robert Klausner property to my -nieces and aephews; ⅜-
& step Daughter Linda Smith & step fcr-ieia; Shc-ltey; Joseph; Lee Astae;
Daughter Debra Mangin - C.G.L. and Re-by Botetto; and Rona-M; Reges; and Mary Louise Landvatter; and any other children of my brothers fe tew; James Botetto; and M-ik-o Bolatto; and my brother; Henry Landvatter; share and .share alike; providing they survive me, in fee simple absolutely; but if they also shall all predecease me, then I give, devise and bequeath all of such property, in fee simple absolutely, to my heirs at law.
⅜ ⅝ ⅝ ⅜ 5¡S ⅝
“FOURTH: I hereby name my wife,
Alice - C.G.L.
Jennie Landvatter, as executrix of this will; but if she should die, resign, be disqualified or unable or unwilling to act
Brother, Henry W.
as such, then I nominate my steter; Mrs. Landvatter as Executor — O.K.—C.G.L. George ⅞ Johnson as executrix- of this will in her place and stead.
* * * * *
“IN WITNESS WHEREOF, I have
22nd hereunto set my hand and seal this ⅛
Jan 1970 — C.G.L.
day of May, 1958.”

Charles and Jennie Landvatter were divorced on May 5, 1969. On October 3, 1969, Charles and Alice Landvatter were married. Charles Landvatter died on September 3, 1970. When his will was later filed with the probate court, there were several changes that had been made by in-terlineation in ink on the face of the will. The probate court rejected the will. The plaintiffs then instituted this action to have the will as originally written declared the last will and testament of Charles Landvat-ter.

Attached to the petition in this case was a copy of the May 5, 1958 will as altered which was later introduced into evidence as plaintiffs’ Exhibit 1. The alterations which appear on the will have been shown on the foregoing copy of parts thereof. There were no attesting witnesses to these handwritten changes.

The plaintiffs are Patricia Ann Watson, Regina Bolatto, Michele Bolatto, Michael Bolatto, Leanne Bolatto and Roberta Stanley (nieces and nephews of Jennie) who were contingent beneficiaries under the will as originally written. They brought this action against Alice Landvatter, Henry Landvatter, Jennie Landvatter and others.

Jennie Landvatter testified that no children were born of her marriage to Charles. She gave the details of the divorce settlement she received from Charles which appears to have been substantial and included $250 per month alimony. She also testified that she had made a claim against Charles Landvatter’s estate, which claim had been paid, and she did not expect to receive anything from the estate by reason of the will if it were probated.

Alice Landvatter testified that she and Charles had many discussions about his *120 will and they consulted an attorney, Vernon Kelly, in regard to making a new will but none was prepared at that time. She stated that on January 22, 1970, Charles made the handwritten changes to the will in her presence and the presence of her daughter. At that time, he stated that he was going to “will” everything to Alice and that Jennie Landvatter’s nieces and nephews were “no longer his relatives.”

Linda Ann Matthews, Alice Landvatter’s daughter, confirmed her mother’s testimony as to the events of January 22 and Charles’ statements made at that time.

Vernon Kelly had represented Charles Landvatter in his business dealings and had represented Jennie Landvatter in the divorce. He testified that Charles and Alice visited his office and discussed making new wills. He stated that he was retained by Alice after Charles died to be administrator of the estate; that he filed the altered will with the probate court and that the will was rejected by that court.

Mike Bolatto, Wilma Bolatto (James Bolatto’s widow), Patricia Watson and Michael Bolatto testified for plaintiffs. Their testimony related to Charles Land-vatter’s feelings for Jennie’s nieces and nephews and pointed to many specific instances where these feelings were manifested by an act of affection or the giving of a gift.

The jury found that the document dated May 5, 1958, was not the last will and testament of Charles G. Landvatter and the court entered judgment pursuant to that verdict.

The first point briefed by plaintiffs is that the trial court erred in overruling their motion for a directed verdict at the close of the evidence. They take the position that the alterations made by Charles on January 22, 1970, had no effect on the validity of the will and hence, as a matter of law, the will as originally written should be declared to be the last will of Charles G. Landvatter and probated as such. On the other hand it is contended by defendants that the evidence raised an issue of fact as to whether testator by his actions revoked the will and that said issue was properly submitted to and decided by the jury.

All parties agree that the substitutions written on the face of the will cannot be given effect because the will was not at that time or thereafter attested or reattest-ed in accordance with the requirements of Section 474.320, RSMo 1969, V.A.M.S.

In support of their contention plaintiffs rely on the doctrine of dependent relative revocation. A very general statement of the doctrine is that, “When a will, or portions thereof, are canceled or mutilated in order to change the will in whole or in part, and the attempt fails for want of due authentication, or other cause, this effort to revoke in whole or in part will be treated as relative and dependent upon the efficacy of the new disposition intended to be substituted; and hence, if the attempted disposition is inoperative, the revocation fails also, and the original will remains in force.” 62 A.L.R. 1401.

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Bluebook (online)
517 S.W.2d 117, 1974 Mo. LEXIS 605, Counsel Stack Legal Research, https://law.counselstack.com/opinion/watson-v-landvatter-mo-1974.