Bonacker's Estate, Matter of, 36683
| Decision Date | 27 January 1976 |
| Docket Number | No. 36683,36683 |
| Citation | Bonacker's Estate, Matter of, 532 S.W.2d 898 (Mo. App. 1976) |
| Parties | In the Matter of the ESTATE of Charles BONACKER, Deceased. Louise KURKA, Plaintiff-Appellant, v. Howard KREIENHEDER and Carl Bonacker, Co-executors of the Estate of Charles Bonacker, Deceased, Defendants-Respondents. . Louis District, Division Two |
| Court | Missouri Court of Appeals |
LeRoy Crouther, Jr., Thad F. Niemira, St. Louis, for plaintiff-appellant.
Louis Jerry Weber, Thurman, Nixon, Smith, Howard, Weber & Bowles, Hillsboro, for defendants-respondents.
This action was originally commenced as a claim against the Estate of Charles Bonacker by Louise Kurka.By stipulation the matter was transferred to the circuit court and tried as a discovery of assets proceeding pursuant to section 473.340, RSMoSupp. 1973.The cause was submitted to the court upon a 'Stipulation of Facts and Issues'.The asset in question is a checking account titled 'Charles Bonacker or Louise Kurka.'The trial court held that the bank account was the property of Charles Bonacker and that a joint tenancy had not been created, and entered judgment in favor of defendants, executors of the estate of Charles Bonacker.
The account was opened on May 14, 1969, by decedent in his name alone with his money.On February 9, 1971, Charles Bonacker, acting alone, changed the title of the account to 'Charles Bonacker or Louise Kurka.'Signature cards for the joint account were never signed.All subsequent deposits were made by decedent with his money.All withdrawals were made by him.Decedent had possession of the deposit booklet and all unused checks at the time of his death.
The parties, by stipulation, have framed the one issue which was determined by the trial court and which is now to be determined by this court.The issue is, 'Whether claimant is entitled to the proceeds of the checking account solely by reason of the account being titled 'Charles Bonacker or Louise Kurka' on the master filed card in the bank's records.'
By reason of In re Estate of LaGarce, 487 S.W.2d 493(Mo. banc 1972) our review is further narrowed to a determination of whether the title of the account, 'Charles Bonacker or Louis Kurka' brings it within the purview of § 362.470, RSMo. 1969.If the statute is complied with in this case the survivor will become the owner of the account.In re Estate of LaGarce, supra, at page 501.
The material portion of § 362.470, the governing statute, reads as follows:
'When a deposit is made by any person in the name of the depositor and any one or more other persons, whether minor or adult, and in form to be...
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King's Estate, In re
...so ruling. The cases of Ison v. Ison, 410 S.W.2d 65 (Mo.1967), Smith v. Thomas, 520 S.W.2d 132 (Mo.App.1975), and Matter of Estate of Bonacker, 532 S.W.2d 898 (Mo.App.1976), relied upon by the Administrator are factually inapposite. In those cases the alleged joint tenant did not introduce ......
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Stillings v. Citizens Bank of Ava, 12208
...are husband and wife. § 362.470.5. The account was not in statutory form. Ison v. Ison, 410 S.W.2d 65 (Mo.1967); Matter of Estate of Bonacker, 532 S.W.2d 898 (Mo.App.1976); Smith v. Thomas, 520 S.W.2d 132 (Mo.App.1975). The interests of the parties must be determined upon the basis of the i......
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Gaines v. Vallance
...contention that the trial court erroneously declared the law is further supported by the trial court's citation of Matter of Estate of Bonacker, 532 S.W.2d 898 (Mo.App.1976). Bonacker was handed down one year before the legislature modified the applicable statute, § Before § 362.470 was ame......