Texas - Probate of Lost
Wills #1 (Advanced)
YouKnowItAll.com
CLE Provider
© A. Hawkins 2002
The Nature
of this Course
This
course is one of a cluster of courses that cover reported Texas cases from the
last 50 years on missing and lost Wills as well as wills that have been altered
after execution. This course is the an advanced course on missing and lost
Wills. The introductory course, Texas
- Probate of Lost and Altered Wills - Overview should be taken first.
This text is written on the assumption that you have completed that course. You
may take the advanced courses in the cluster in any order. Some lost and
missing Will cases are in the overview course. The rest are in the advanced
courses. The material is divided into
separate courses to make each course a reasonable length. This allows you to take one course at a time
as your schedule permits and gradually become a KnowItAll.
The
cases are lightly edited[1] to retain the full flavor and context. This
is a case study. Cases are kept intact
rather being chopped up and quoted or cited issue by issue. Cases typically involve several issues and
are grouped under one of those issues. Be aware that other issues are often
present. As a result, some cases that involve a particular issue will be
grouped under another issue.
Prior to each court
opinion, the teacher provides an italicized commentary.
Course
Procedure
Your
MCLE credit for this course is limited to the time you actually spend, up to
the three hour maximum approved time.
You may spend more time. If you
spend less time and skim or omit some material, you will still gain substantial
knowledge. You will certify the time
you actually spend.
Registration,
course evaluation, certification of actual time spent and instructions for
payment are on the Discussion Group page. You will go there when you complete
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Texas - Probate of Lost
Wills #1 (Advanced)
Texas Missing or Lost
Wills
Table of Contents of all
Cases Covered in the Cluster of Courses
[ * * Cases that are
in the overview course. * * ]
The Burden of Proof
In the Matter of the Estate of Grace Glover, Deceased 744 S.W.2d 939 (Tex 1988) (per curiam)
Estate of Glover 744 S.W.2d 197 (Tex.App. - Amarillo 1987)
(same case at Court of Appeals)
Hunter v. Palmer 988
S.W.2d 471 (TexApp-Houston [1st Dist.] 1999)
Pipkin v. Dezendorf
618 S.W.2d 924 (Tex.Civ.App.-Houston [1st dist.] 1981
Attorney Liability & Attorney Lost the Will
Who may Possess the
Ward’s Will - the Guardian or lawyer?
Baumann v. Willis 721
S.W.2d 535 (Tex. App.- Corpus Christi 1986)
Revocation
Without Probate and The Attorney Lost the Duplicate Will.
Lisby v. Richardson 623 S.W.2d 448 (Tex.App.-Texarkana 1981)
Did the attorney lose the will?
Buchanan v. Thrasher
387 S.W.2d 950 (Tex.Civ.App.-Austin 1965)
Hoppe v. Hoppe 703
S.W.2d 224 (Tex.App. -Houston [14th Dist.] 1985)
Is possession by the testator’s lawyer
possession by the testator?
Thompson v. Dobbs 234 S.W.2d 939 (Tex.Civ.App.-Ft. Worth 1950)
Actual and
Exemplary Damages Against A Lawyer
Harkins v. Crews 907
S.W.2d 51 (Tex.App.-San Antonio 1995)
Texas 2-Step- Burn the
will, then probate it
Estate of
Morris 577 S.W.2d 748 (Tex.Civ.App. 1979)
[ * * Cases in this
course. * * ]
The 4 year period of limitations
Howard Hughes Medical Institute v. Lummis 596 S.W.2d 171 Tex.Civ.App.-Houston [14th
Dist. 1980)
Fuller v. Sechelski
573 S.W.2d 587 (Tex.Civ.App.-Houston[1st Dist.] 1978)
Strasburger v. Compton 324 S.W.2d 951 Tex.Civ.App. -Ft. Worth 1959)
Wells v. Royall
Nat.Bank of Palestine (Tex.Civ.App.-Galveston 1952)
Coulson v. Sheppard
700 S.W.2d 336 (Tex.App.-Corpus Christi 1985)
Multiple Originals
Sparkman v. Massey
297 S.W.2d 308 (Tex.Civ.App.-Dallas 1957)
Jurisdiction
Estate of Merrick 630 S.W.2d 500 (Tex.App.-Amarillo 1982)
Charity
Hackfeld v. Ryburn
606 S.W.2d 340 (Tex.Civ.App.-Tyler 1980)
Interest
Hamilton v. Gregory
482 S.W.2d 287 (Tex.Civ.App.-Houston [1st Dist.] 1972)
Joint Wills
Pearce v.
Meek 780 S.W.2d 289 (Tex.App.-Tyler 1989)
Tinney v. Carpenter
369 S.W.2d 440 (Tex.Civ.App.-Austin 1963)
Holographic Missing
Wills
McClusky
v. Owens 255 S.W.2d 939 (Tex.Civ.App-Dallas 1953)
Halmicek v. Halamicek 542 S.W.2d 246 Tex.Civ.App.-Corpus Christi 1976)
[ * * Cases that in
the course on lost and then found Wills, Dead Man’s Rule and other issues.
* * ]
Lost and Found Wills
Estate of McGrew 906
S.W.2d 53 (Tex.App.-Tyler 1995)
Myers v.
Spharler 370 S.W.2d 239 (Tex.Civ.App. -Texarkana
1963)
Will Lost (and found) By
Trust Department & Liability For Losing Will
Gifford v. Bank of the Southwest 712
S.W.2d 182 (Tex. App. Houston [14th Dist.] 1986)
The Accountant Caper
Estate of
Simms 442 S.W.2d 426 (Tex.Civ.App.-Texarkana
1969)
It helps
to have the court like you
Estate of
Caples 683 S.W.2d 741 (Tex.App.-Corpus Christi 1984)
A nonsuit may not be
valid
O’brien v.
Stanzel 603 S.W.2d 826 (Tex 1980)
Howard
Hughes’ Multifaceted Contribution to the Law of Missing Wills
Howard Hughes Medical Institute v. Neff 640 S.W.2d 942 (Tex.App. - Houston [14th
Dist.] 1982)
Dead Man’s
Statute
Adams v. Barry 560 S.W.2d 935 (Tex. 1978)
Stewart v. Long
394
S.W.2d 25 (Tex.Civ.App. - Dallas 1965)
Dead Man’s
Statute and Joint Wills
Harris v. Robbins 302 S.W.2d 225 (Tex.Civ.App. 1957)
Henderson v. Barrett 376 S.W.2d 432 (Tex.Civ.App.-Waco 1964)
[ * * Cases in the
advanced course on proof of a missing Will. * * ]
Was there a diligent
search?
Lewis v.
White 747 S.W.2d 45 (TexApp - Beaumont 1988)
The letters about the
missing Will
Estate of
Sorenson 370 S.W.2d 225 (Tex.Civ.App.-El Paso 1963)
Inferences on inferences
Berry v. Griffin 531
S.W.2d 394 (Tex.Civ.App.-Houston [14th Dist.] 1975)
The amount
of evidence required
Dodd v. The Peoples National Bank 377 S.W.2d 760 (Tex.Civ.App. Texarkana 1964)
The Citizens First National Bank of Tyler 433 S.W.2d 741
(Tex.Civ.App. - Tyler 1968)
Roberts v. Roberts 405 S.W.2d 211 (Tex.Civ.App. - Waco 1966)
Mayo v. Mattiza 480 S.W.2d 9 (Tex.Civ.App.- Corpus Christi
1972)
Miller v. Miller 285 S.W.2d 373 (Tex.Civ.App.-Eastland 1956)
Miller v. Miller 304 S.W.2d 277 (Tex.Civ.App.-Eastland 1957)
(the same case returns)
Cashion v. Cashion 242 S.W.2d 468 (Tex.Civ.App. 1951)
Nolen v. Nelson 262 S.W.2d 124 (Tex.Civ.App.-Waco 1953)
Cable v. Cable 480
S.W.2d 820 (Tex.Civ.App.-Ft. Worth 1972)
Proof of a Missing Will
by Proving a Codicil
Aven v. Green 320 S.W.2d 660 (Tex. 1959)
Aven v. Green 316
S.W.2d 78 (Tex.Civ.App.-Waco-1958) (same case)
* * * * *
Alphabetical Case List
for the Entire Cluster of Texas Lost Will Courses
Adams v. Barry 560 S.W.2d 935
(Tex. 1978) no writ
Aven v. Green 320
S.W.2d 660 (Tex. 1959)
Aven v. Green 316 S.W.2d 78 (Tex.Civ.App.-Waco-1958) reversed
Berry v. Griffin 531 S.W.2d 394 (Tex.Civ.App.-Houston [14th
Dist.] 1975) nre
Baumann v. Willis 721
S.W.2d 535 (Tex. App.- Corpus Christi 1986)
Buchanan v. Thrasher
387 S.W.2d 950 (Tex.Civ.App.-Austin 1965) nre
Cable v. Cable 480 S.W.2d 820 (Tex.Civ.App.-Ft. Worth 1972)
no writ
Estate of Caples 683 S.W.2d 741 (Tex.App.-Corpus Christi 1984)
nre
Cashion v. Cashion 242 S.W.2d 468 (Tex.Civ.App. 1951) refused
The Citizens First National Bank of Tyler 433 S.W.2d 741
(Tex.Civ.App. - Tyler 1968)
Coulson v. Sheppard 700 S.W.2d 336 (Tex.App.-Corpus Christi
1985) no writ
Dodd v. The Peoples National Bank 377 S.W.2d 760 (Tex.Civ.App. Texarkana 1964)
(disapproved)
Fuller v. Sechelski
573 S.W.2d 587 (Tex.Civ.App.-Houston[1st Dist.] 1978) nre
Gifford v. Bank of the Southwest 712 S.W.2d 182
(Tex.App.-Houston [14th Dist.] 1986) no
writ
Estate of Glover 744 S.W.2d 197 (TexApp-
Amarillo 1987) affirmed
In the Matter of the Estate of Grace Glover 744 S.W.2d 939 (Tex
1988)
Hackfeld v. Ryburn 606 S.W.2d 340 (Tex.Civ.App.-Tyler 1980)
dismissed
Halmicek v. Halamicek 542 S.W.2d 246 Tex.Civ.App.-Corpus Christi
1976) nre
Hamilton v. Gregory 482 S.W.2d 287 (Tex.Civ.App.-Houston [1st
Dist.] 1972) nre
Harris v. Robbins 302 S.W.2d 225 (Tex.Civ.App. 1957) no writ (disapproved)
Harkins v. Crews 907
S.W.2d 51 (Tex.App.-San Antonio 1995) denied
Henderson v. Barrett 376 S.W.2d 432
(Tex.Civ.App.-Waco 1964) nre
Hoppe v. Hoppe 703
S.W.2d 224 (Tex.App. -Houston [14th Dist.] 1985) nre
Howard Hughes Medical Institute v. Lummis 596 S.W.2d 171 Tex.Civ.App.-Houston [14th
Dist. 1980) nre
Howard Hughes Medical Institute v. Neff 640 S.W.2d 942
(Tex.App.-Houston [14th Dist.] 1982) nre
Hunter v. Palmer 988 S.W.2d 471 (TexApp-Houston [1st
Dist.] 1999) no writ
Lewis v. White 747 S.W.2d 45 (TexApp - Beaumont 1988)
dismissed
Lisby v. Richardson 623 S.W.2d 448 (Tex.App.-Texarkana 1981)
McClusky v. Owens 255 S.W.2d 939
(Tex.Civ.App-Dallas 1953) refused
Estate of McGrew 906 S.W.2d 53 (Tex.App.-Tyler 1995) denied
Estate of Merrick 630 S.W.2d 500 (Tex.App.-Amarillo
1982) nre
Miller v. Miller 285 S.W.2d 373 (Tex.Civ.App.-Eastland
1956) no writ
Miller v. Miller 304 S.W.2d 277 (Tex.Civ.App.-Eastland
1957) no writ
Mingo v. Mingo 507 S.W.2d 310 (Tex.Civ.App.-San Antonio
1974) nre
Estate of Morris 577 S.W.2d 748
(Tex.Civ.App. 1979) nre
Mayo v. Mattiza 480 S.W.2d 9 (Tex.Civ.App.- Corpus Christi
1972)
Myers v. Spharler 370 S.W.2d 239 (Tex.Civ.App. -Texarkana
1963) nre
Nolen v. Nelson 262 S.W.2d 124 (Tex.Civ.App.-Waco 1953) nre
O’brien v. Stanzel 603 S.W.2d 826 (Tex 1980)
Pearce v. Meek 780 S.W.2d 289 (Tex.App.-Tyler 1989) no writ
Pipkin v. Dezendorf 618 S.W.2d 924 (Tex.Civ.App.-Houston [1st
dist.] 1981) nre
Roberts v. Roberts 405 S.W.2d 211 (Tex.Civ.App. - Waco 1966)
Estate of Simms 442 S.W.2d 426 (Tex.Civ.App.-Texarkana 1969)
nre
Estate of Sorenson 370 S.W.2d 225 (Tex.Civ.App.-El Paso 1963)
nre
Sparkman v. Massey 297 S.W.2d 308 (Tex.Civ.App.-Dallas 1957)
nre
Strasburger v. Compton 324 S.W.2d 951 Tex.Civ.App. -Ft. Worth 1959)
nre
Stewart v. Long 394 S.W.2d 25
(Tex.Civ.App. - Dallas 1965)
Thompson v. Dobbs 234 S.W.2d 939 (Tex.Civ.App.-Ft. Worth 1950)
nre
Tinney v. Carpenter 369 S.W.2d 440 (Tex.Civ.App.-Austin 1963)
nre
In re Estate of Watson 720 S.W.2d 806 (Tex.
1986)
Wells v.
Royall Nat.Bank of Palestine 249 S.W.2d 695 (Tex.Civ.App.-Galveston 1952) nre
The 4 year period of limitations.
A proponent has at least
four years to apply for probate of a missing will. The time may not be shortened, but may be lengthened.
* * * * *
We start
with the first of two cases which arose after the death of the famous wealthy
recluse, Howard Hughes, who made the search for missing wills
entertaining. Lummis involves the four
year statute of limitations, and holds that a declaratory judgment may not
shorten that time. It also involves a claim of disqualification of an
attorney. In a separate course in this
cluster of courses we review Howard Hughes Medical Institute v. Neff, the
subsequent case which explores a wide range of additional issues.
Howard Hughes Medical Institute v. Lummis, 596 S.W.2d 171
Tex.Civ.App.-Houston [14th Dist. 1980)
“This is an appeal by the Howard Hughes Medical
Institute (HHMI or Appellant) from the judgment of the probate court of Harris
County granting summary judgment in favor of Annette Gano Lummis (Lummis or
Appellee) on her declaratory judgment
claim that the alleged will claimed by HHMI is not the valid last will and
testament of Howard Hughes.
“Howard Robard Hughes, Jr., died on April 5,
1976. On April 14, 1976 appellee Annette Lummis, Hughes' aunt, and her son,
William R. Lummis, applied for and were granted letters of temporary administration of Hughes' estate, in Probate Court No. 2
of Harris County. The letters of temporary administration were sought primarily
to facilitate the finding of Mr. Hughes' will.
“On February 24, 1977, HHMI filed an entry of
appearance in the probate court proceedings claiming that Hughes did execute a last will and testament leaving his
entire estate to HHMI. Appellant also gave notice through this entry that
it had filed a petition in the district court of Nevada, Clark County, claiming
that Hughes had executed such a will and sought an opportunity to discover it
or prove its contents as a last will under the laws of Nevada. 1[2]
“On April 6, 1978, Lummis filed her original cross-action, in which she sought a
declaratory judgment "that the alleged will claimed by HHMI is not the
valid last will and testament of Howard R. Hughes, Jr." Lummis
subsequently filed a motion for summary judgment on her declaratory judgment
action. The motion was granted and judgment was entered, holding in part that
HHMI’s claim of a will in which it is a beneficiary is invalid. Appellant
appeals from this judgment.
“Appellant contends in its first point of error
that a declaratory judgment action cannot be used to determine appellant’s will
claim. Under the Texas Probate Code, a definite plan has been provided for the
proving and finding of lost wills.[3] Section 85 gives the requirements regarding
proof of wills not produced in court. Section 85 states that a lost will shall
be proved in the same manner as provided in section 84. Under section 84, due
execution of the will must be proved, whether it be an attested written will or
a holographic will. An attested written will may be proved by the testimony of
at least one attesting witness, or if unavailable, by at least one witness who
is familiar with the handwriting of an attesting witness or the testator. A
holographic will must be proved by two witnesses who can identify the
testator’s handwriting.
“In addition, section 85 requires that the cause
of non-production be proved. Furthermore, the contents of such a will must be
proved by a witness who has read the will or heard it read. Section 73 provides for a four year period
from the time of decedent’s death within which to offer a will for
probate. Appellant has not offered any alleged lost will for probate in the
court below and does not contend that any such will can presently be
established under the requirements of Texas law. Appellant will be
foreclosed from offering any such will for probate four years after April 5,
1976.
“To allow
the declaratory judgment mechanism to determine the validity of HHMI’s claim
that a valid will exists would impermissibly subvert the statutory scheme and
time limitations established by the probate code. If this determination
were allowed, the period in which a will meeting the statutory requirement for
validity may be filed for probate would be shortened. We hold that the declaratory judgment was an impermissible advisory
opinion before joining of issue in a will contest, and before the expiration of
the time allowed by law for the filing for probate of a valid last will and
testament meeting all the requirements of the probate code.
“Since we must reverse, we do not reach any of
the other points of error except the disqualification issue which appellant
raises. Appellant claims that Andrews, Kurth, Campbell and Jones, the law firm
that represents appellee, should be disqualified in this action because its
continued representation would result in violations of the canons of
professional conduct. 2[4]
“The rule under the "substantially
related" test is that an attorney will be disqualified if a substantial
relationship can be shown between the subject matter of a former representation
by the attorney and a subsequent adverse representation.[5]
“Andrews, Kurth served as counsel for HHMI for
more than twenty years and helped in obtaining HHMI’s tax exempt status.
Andrews, Kurth also had knowledge of HHMI’s policies and operations. However,
the matters now at issue in this appeal concern appellant’s claim of a valid
will allegedly leaving Hughes' estate to HHMI. Thus, Andrews, Kurth’s previous
work for HHMI does not have a substantial relationship with the matters now
pending on appeal. Moreover, some courts have used an equitable approach and
have considered other factors, such as the time and expense expended by counsel
on behalf of its present client and the prejudice that might result to counsel’s
present client if counsel were forced to withdraw.[6] Lummis has retained Andrews, Kurth as her
counsel in all of the probate proceedings relating to Hughes' estate in this
state and others. She would suffer extreme hardship if Andrews, Kurth were to
be forced to withdraw from this case.
“Affirmed in part, reversed and remanded in
part.”
“We reverse that part of the judgment granting
summary judgment on the declaratory judgment and remand for further proceedings
but affirm on the disqualification. . . .”
* * * * *
Fuller involves the
burden of proof and requirement of fact finding, as well as the statute of
limitations for probate of a Will.
Fuller v. Sechelski, 573 S.W.2d 587 (Tex.Civ.App.-Houston
[1st Dist.] 1978)
“This was a proceeding to probate a lost will as a muniment of title. The trial was to the
court without a jury and resulted in a judgment
denying probate of the will of Rufus L. Sechelski, deceased. The judgment
recites certain findings of fact and conclusions of law. Roy L. Fuller, a beneficiary
under the will, appeals. The judgment will be affirmed.
“Rufus L. Sechelski executed a will on September
18, 1963. In 1969 he suffered a stroke and upon being released from the
hospital moved to a nursing home in Navasota, Texas. Helen Mercado, a niece,
handled the business affairs of Mr. Sechelski after she was appointed guardian
of his estate in 1971. She remained his guardian until his death on May 19,
1973. Mr. Sechelski customarily kept his will in a suitcase in his room.
Mrs. Mercado testified that while he was
in the nursing home he gave her the original will to take to Mr. Bond, an
attorney, because he wanted to change it. She took the will to Mr. Bond. Later
she went to Mr. Bond’s office and told him not to make a new will leaving
property to her because she did not want a problem. She stated that Mr. Bond handed her an envelope which she
supposed contained the original will although she did not open the envelope to
determine that fact. She gave the envelope back to Mr. Sechelski and he twisted it and kept twisting it and
told her to get Mr. Bond there to change the will. This was the last occasion
on which she saw the will.
“In June, 1973, Mr. Fuller secured the services
of Mr. James H. Whitcomb, an attorney. Mr. Whitcomb got in touch with Mr. Bond
and obtained a zerox copy of a copy of
the will which Mr. Bond had retained in his office. He also learned from
Mr. Bond that Mrs. Mercado was the guardian of Mr. Sechelski. He then wrote
Mrs. Mercado telling her that Mr. Fuller had asked him to look into the matter
of the will of Mr. Sechelski and that he had obtained a copy of the will. He
stated that he understood that she, Mrs. Mercado, had the original will and
inquired what her intentions were as to the disposition of the will and when
she planned to file it for probate. Mr. Whitcomb testified that he did not
receive a written reply to his letter to Mrs. Mercado and that he did not
remember whether she called him on the phone. He gave the zerox copy of the will to Mr. Fuller’s daughter, and this
is the instrument which was later offered for probate.
“Mr.
Fuller testified to the effect that soon after he learned that Mrs. Mercado
did not answer Mr. Whitcomb’s letter he called her by telephone and asked her
about the will. She told him that she
had it in safekeeping. Mrs. Mercado
testified that one week after her uncle, Mr. Sechelski, passed away Mr.
Fuller called and asked her if she was going to probate the will and she told him that she did not have it.
She further stated that was the only time she had any contact with Mr. Fuller.
“No other action was taken by Mr. Fuller with
regard to the will until February or March 1977. At that time his wife called
the courthouse in Grimes County and found out that something had been filed.
When her husband returned from an out of town job several weeks later they
discussed the matter and decided that the will must have been filed for
probate. A few more weeks passed and they went to see an attorney. The will was
then filed for probate as a muniment of title on June 10, 1977.
“A written will which cannot be produced in
court must be proved in the same manner as provided by law for an attested
written will produced in court. In addition the proponent of a written will
which cannot be produced in court must prove the cause of its non-production
and that it cannot by any reasonable diligence be produced.[7]
“Section 73, Texas Probate Code, provides that
no will shall be admitted to probate after the lapse of four years from the
death of the testator unless there be proof that the party applying for probate
was not in default in failing to present the same for probate within the four
year period.
“The
trial judge recited in the judgment entered that the proponent, Roy L.
Fuller, failed to present the purported
will of Rufus L. Sechelski for probate within four years from the date of death as required by Sections 73 and 74
of the Texas Probate Code, but that proponent did make a diligent effort to
locate the original will within the statutory period. The parties to this appeal
appear to have treated the court’s finding that proponent made a diligent
effort to find the original will as a finding that proponent was not in default
in failing to present the will for probate within four years. It is more
logical to suppose that the finding in question refers to the requirements of
Section 85 of the Probate Code that the cause of the non-production of the will
must be proved and that such cause must be sufficient to satisfy the court that
the will cannot by any reasonable diligence be produced. The trial judge made a
finding on the last point. He made no
specific fact finding as to the cause of the non-production of the will. The
burden of establishing this fact rested on Mr. Fuller.[8]
“There is no testimony concerning the character
of a search, if any, that was made for Mr. Sechelski’s will or as to the
disposition made of his personal effects after his death. While Mrs. Mercado
testified that the last time she saw the will he was twisting it and asking her
to get his lawyer, this event appeared to have happened some years before his
death. Mr. Sechelski was survived by two brothers and there is no evidence that
inquiry was made of either of them. Since the trial court refused to admit the
will to probate no presumptions may be indulged to aid the case of the
proponent. The trial judge made factual
findings that the last time the will was seen it was in the custody and control
of decedent and that diligent effort by proponent failed to produce it. He then
concluded as a matter of law that the decedent destroyed the will with intent
to revoke it.[9]
“The will was filed for probate more than four
years after the death of the testator. The trial court made no finding that Roy
L. Fuller was not in default in failing to present the same for probate within
four years of the date of the testator’s death. The evidence does not establish
this fact as a matter of law. Whether a proponent of a will is in default, as
that term is used in Section 73 of the Probate Code, is usually a fact question
for the determination of the court or jury.[10]
“The evidence does no more than raise a fact
issue as to whether Mr. Fuller was in default in failing to present the will
for probate. The failure to secure a
finding on this issue requires that the judgment of the trial court be affirmed.[11]
“Since we have reached the conclusion that the
judgment must be affirmed by reason of the matters raised in appellee’s
cross-point and discussed heretofore, it is unnecessary to discuss the
appellant’s points of error. No point requiring reversal is presented.
Affirmed.
* * * * *
Strasburger involves
limitations, an interesting “revision” of the date of a court judgment, and the
advantage to all Will proponents of the marriage of one proponent. It seems that the statute of limitations did
not run because she was married.
Strasburger also involves the issue of whether the Will was actually
executed by the decedent. The Will
which had been lost was found. There were witnesses. They testified. They
testified that the decedent executed the Will and that they saw her do it with
their very own eyes. So, how can there be an issue? The experts, of course!
The two “handwriting experts” testified that the signature was not that
of the decedent. The jury believed the eyewitnesses, not the “experts.”
Strasburger also contains an erroneous and utterly absurd statement that a
person who receives a bequest in one Will, and a smaller bequest in a
subsequent purported Will, has no “interest” which allows a challenge to the
subsequent will. It is elementary that a person may challenge a purported
subsequent will if they get less if the Will is probated than if it is not
probated. Sometimes courts get confused.
Sometimes they say strange things. This is one of those times.
Strasburger v. Compton, 324 S.W.2d 951 Tex.Civ.App. -Ft. Worth
1959)
“Appellees Marjorie Mullins Compton and husband,
C. Ray Compton, and Jake Rushing sought
to have probated as the last will of Mrs. D. A. Cole, Deceased, an instrument
dated October 29, 1950, and to set aside the probate of a will of Mrs. Cole
dated June 15, 1949. The action was brought against Henry W. Strasburger,
individually and as independent executor of the estate of Mrs. Cole, and Rebbie
Vincent Gathings and husband, Paul Gathings. All relief sought by appellees was
denied by the County Court. On appeal to the District Court, there was a
verdict for appellees and judgment was
rendered setting aside the probate of the first will and admitting the second
will to probate. Strasburger, individually and as executor, has appealed.
“Appellant’s mother was a first cousin of Mrs.
Cole. Mrs. Compton is a niece as well as a second cousin of Mrs. Cole, her
father being Mrs. Cole’s brother. Mrs. Compton and another niece are Mrs.
Cole’s sole heirs at law.
“Appellant
was the principal beneficiary in the first will. There was a conditional
bequest to Mrs. Gathings, but she assigned any interest she may have had in the
estate to appellant. After directions as to burial, payment of debts, expenses,
and taxes, the second will bequeathed to Strasburger,
Mrs. Compton, and Raymond C. Gee $5,000[12] each; to Rushing 10 shares of stock in
Ellison son Furniture & Carpet Company; $1,500 to Mamie Henderson; and the
balance of the estate to Mrs. Dove Alice Mullins, the mother of Mrs. Compton
and widow of Mrs. Cole’s deceased brother. Mrs. Mullins died intestate before
the trial, leaving Mrs. Compton as her only heir at law.
“Appellant contends that it was error to
overrule his motions for an instructed verdict and for judgment non obstante
veredicto. The grounds for the motions were based on the contention that the
contest of the probate of the first will was barred by the provisions of
Article 5534, and that the application to probate the second will was barred by
the provisions of Article 3326, it having been offered more than four years after the death of the testatrix.
“We do not think that error is reflected by
these points. Appellees' suit was filed
June 8, 1956. The jury found that the first will was probated June 22, 1952. Although
there was evidence raising the issue that it was probated on June 2, 1952, we
think the evidence was sufficient to support the finding that it was probated
on June 22, and that therefore the four year limitation provided for in Article
5534 does not bar the suit. From
the time the will was probated until twelve days after this case was submitted
to a jury in the District Court, the judgment admitting it to probate, as
recorded in the minutes of the County Court, showed that it was probated on
June 22, 1952. On June 18, 1958, after the District Court verdict but before
its judgment was rendered, the County Judge signed an order instructing the
County Clerk to correct the minutes to show that June 2 instead of June 22 was
the date of the judgment. There was no notice to the adverse parties of the
action of the County Judge, as seems to be required by Rules 316 and
317, Texas Rules of Civil Procedure.
'* * * The acts of a court of record are known
by its records alone and cannot be established by parol testimony. The court
speaks only through its records, and this rule applies in case of a judge.
Furthermore, the records of a court cannot be impugned upon matters within its
jurisdiction, when offered in evidence, by counter evidence * * *.'[13]
“Moreover, Mrs.
Compton was at all times material to this suit a married woman. By the
provisions of Article 5535 it appears that the limitation mentioned in Article
5534 did not run against her. And recovery by her inures to the benefit of the
other appellees.[14]
“Another point is that the finding that Mrs.
Cole executed the second will is so against the overwhelming weight of the
evidence that it ought to be set aside. The
evidence that she executed the will is clear and unimpeached. Her banker
testified that in his opinion Mrs. Cole signed the instrument. Two other handwriting experts testified
that they did not think she did. The persons whose names were on the will as
attesting witnesses testified that Mrs. Cole signed the instrument, that she
declared to them that the paper was her will, that she was of sound mind, and
that the will had not been revoked so far as they knew and believed. There
was evidence that Mrs. Cole at times evidenced dislike for some of those who
are devisees in the last will. But the
jury and the trial court heard all the evidence and observed the witnesses; and
we do not feel constrained to hold that the opinion of two handwriting experts
and the other circumstantial evidence overcome the plain and unequivocal
testimony of witnesses who were in a position to know, to such an extent as
to show that the jury verdict was manifestly wrong. Unless such appears, the
findings bind this court.[15]
“Another point is that the court erred in not
submitting an issue as to whether appellees were in default in not offering the second will for probate within four years
of the testatrix' death. He excepted to the court’s failure to submit such
issue. The uncontradicted evidence is that the
will was found by Mrs. Compton among the effects of her deceased mother, about
May 20, 1956. Mrs. Cole died May 15, 1952. There was evidence that Mrs. Compton
and her husband had heard that a subsequent will had been executed, but we
think it was shown that they did not know enough about its execution and
contents to probate it as a lost will. One of the attesting witnesses did not
read the will, and the other attesting witness said he read the will but could
not remember what sums or what property had been left to each person named
therein, and did not remember the names of all the beneficiaries. There was no
evidence that Rushing ever heard of the will until Mrs. Compton found it. To
probate a lost will, it is necessary to establish with some degree of certainty
its material contents in order that title to property may pass.[16]