Williams v. Hund

258 S.W. 703, 302 Mo. 451, 1924 Mo. LEXIS 803
CourtSupreme Court of Missouri
DecidedFebruary 11, 1924
StatusPublished
Cited by16 cases

This text of 258 S.W. 703 (Williams v. Hund) 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
Williams v. Hund, 258 S.W. 703, 302 Mo. 451, 1924 Mo. LEXIS 803 (Mo. 1924).

Opinion

*456 WALKER, J.

Henry Lutz instituted suit in 1919, in the Circuit Court of Buchanan County, against the beneficiaries in the will of his mother, to have a trustee appointed to receive the estate from the administrator and to declare the true intent and meaning of the will and direct and supervise the administration of the estate. Schneider, the trustee named in the will, was not a party to the suit. On the death of Henry Lutz, the cause was revived in the name of his administratrix. In October, 1918, Effie Lutz, Henry’s widow by his second marriage, filed an intervening petition praying that Schneider, the trustee appointed by the court, be ordered to pay her the monthly allowances of $200 conditionally provided to be paid to her by the will. The court adjudged that the accumulated monthly allowances of $6400 be paid to her and that they should thereafter be paid to her during her lifetime. From this judgment the defendant beneficiaries appealed. The appeal was transferred to this court by the Court of Appeals for the reason that the amount in *457 volved exceeded its jurisdiction. [State ex rel. v. Reynolds, 256 Mo. 718; State ex rel. v. Reynolds, 245 Mo. 703.]

We quote so much of the opinion of Trimble, P. J., as is necessary for the consideration of the case:

“In 1909 Theresia Lutz, a resident of Buchanan County, Missouri, died, owning real and personal property worth over $200,000, and leaving a will which was duly probated, in which she appointed J. Gr. Schneider executor and trustee without bond.
“After giving four legacies, one of $6000 and three of $5000 each, she devised all the balance of her estate to J. Gr. Schneider, as trustee, to manage the estate, invest and re-invest and make loans of the funds; and in the management of said estate, he was to be held to no accounting except to exercise good faith and judgment.
“Item 7 of the will directed the trustee or executor to pay, out of the income of the estate, the sum of $200 per month to testator’s son, Henry Lutz, during the period of his natural life, and if at any time the said executor or trustee should be satisfied that he would not squander it, the son was to be advanced the additional sum of $5000 with which to engage in business, and in making such advancement the executor or trustee was to be held to account to no one, but was to be the sole judge of both the conduct and fitness of the son to receive said amount.
“Item 8 provided that if, in the opinion of the executor or trustee, the son settled down and showed himself capable of a prudent ownership and control of said, estate and became a man of sobriety, a good citizen and of good business capacity (upon which matters the judgment of said trustee was to be final and conclusive), the trustee was empowered to convey and settle all of said estate upon said son, and in so doing and for doing the same the trustee was to be held to no accounting by any person whomsoever, if the trustee determined to so settle the same.
“Item 9 of said will is as follows;
*458 “ ‘In view of the fact that my said son at this time is married to a woman, commonly known as Nora Sheldon who is generally known to be a woman not of good character, it is my wish and I direct that she be permitted in no wajr to share in my estate, excepting as she-may incidentally share therein which I am unable to prevent while she is the wife of my son, and hence through him obtain the use of a portion of the annuity herein provided for him. Should she be the wife of my said son at the time of my death, or at the death of my son, no provision is to be made for her and she is to receive nothing from my estate. Should my said son at any time, even after my death, become divorced from her, or should she die before the death of my said son and if thereafter, that is, either after he is divorced from her or after her death he should re-marry, and if in the opinion of my executor or trustee herein named, who shall be the sole judge thereof, the person whom he then marries is a woman of good repute, then it is my will and I direct that the monthly payments hereinbefore provided for and directed to be paid to my said son during the period of his natural life, shall at the death of my said son upon like conditions and subject to the same limitations be paid to his said widow for the period of her natural life. And in the event that my said son re-marries and marries a woman of good reputation and one whom my said executor or trustee believes and by instrument in writing duly acknowledged declares to be such, and as above stated his judgment thereon is to be final and a condition precedent, and the further event that my said son leaves children other than by his present wife surviving him at the time of his death, then and at the termination of the trusts hereinbefore created my entire estate excepting that herein-before specifically given shall pass to and become the absolute property of such children or their heirs.’
“Item 10 provided that in the event the executor or trustee did not see fit to settle upon the son the balance of said estate, then the nephews and nieces of testatrix’s husband were to receive the sum of $5000 each. There *459 are three of these, to-wit, the defendants, Bertha M. Imhof, Ferdinand Muhl and Theresia Lang’, and this is the interest they have in this suit.
“Item 11 directed that the balance and residue of of said estate should go, one-third to testatrix’s brother William and his heirs, one-third to the widow and children of testatrix’s brother Barnhard and their heirs, and one-third to the heirs of her sister Cecelia and their heirs. These constitute all of the remaining defendants herein, and this is the interest they have in this suit.
“Item 12 authorized the trustee to appoint, by will, a successor to himself in the aforesaid trust, such successor to have all the powers given to the original trustee. Said item also provided that ‘in the event that my said son Henry directly or indirectly contests this my last will and testament or commences any proceeding of whatsoever nature having for its object the setting aside of this my last will and testament, then all. gifts, legacies, bequests and devises given or made to him herein are to lapse and the same are to become a part of my residuary estate and thereafter and forthwith he is to receive nothing whatever from my estate, ’ but in that event in order that he might not come to actual want, the trustee was empowered to make ‘such advances to him from time to time as may seem to my trustee to be fit and proper for the purpose of providing him reasonably with the comforts of life, the amount of such advancements to be entirely discretionary with my said trustee, and in the exercise of his discretion my trustee is not to be held to any accounting’ by any person whomsoever. ’
“At the time of Mrs. Lutz’s death, Schneider, the trustee, was in Europe, and John L. Zeidler was appointed administrator. Upon Schneider’s return, the son, Henry Lutz, opposed the powers given to Schneider under the will, and, in writing, requested Schneider to decline to act as executor or trustee under the will.

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Cite This Page — Counsel Stack

Bluebook (online)
258 S.W. 703, 302 Mo. 451, 1924 Mo. LEXIS 803, Counsel Stack Legal Research, https://law.counselstack.com/opinion/williams-v-hund-mo-1924.