Adamson v. Burgle

186 S.W.2d 388, 1945 Tex. App. LEXIS 929
CourtCourt of Appeals of Texas
DecidedFebruary 21, 1945
DocketNo. 11474.
StatusPublished
Cited by26 cases

This text of 186 S.W.2d 388 (Adamson v. Burgle) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Adamson v. Burgle, 186 S.W.2d 388, 1945 Tex. App. LEXIS 929 (Tex. Ct. App. 1945).

Opinion

NORVELL, Justice.

This is a will contest. Probate of a purported holographic will and codicil of Mrs. Nellie Burgle Bates, deceased, was refused by the county and district courts. The case is here on appeal from the district court judgment based upon jury findings that the testatrix lacked testamentary capacity and was subjected to undue influence. L. A. Adamson, the proponent, is the appellant. James A. Burgle and others, heirs at law of Nellie Burgle Bates, are appel-lees.

Appellant by his points contends that the case must be reversed for the reasons that, (a) there is no evidence, or insufficient-evidence, to support the jury’s findings, (b) appellees’ attorneys made improper arguments to the jury, and (c) the trial court erred in admitting certain opinion evidence of medical experts.

In considering an attack made upon the sufficiency of the evidence to support the jury’s finding, the rule is that this court must view the evidence in the light most favorable to the prevailing party below. We think that appellant’s contentions involving the sufficiency of the evidence and arguments of counsel may'be considered together, as both contentions involve a review of the evidence in some detail. A statement of the evidence is also pertinent as a background in considering appellant’s further contention that the trial court erred in ruling upon the admissibility of opinion testimony.

The following statement of the evidence is for the most part taken from the testimony of appellees’ witnesses. Some undisputed facts are stated and where necessary *391 to a proper understanding of the points involved, we also give the substance of testimony given by appellant’s witnesses.

The will and codicil offered for probate bear the dates of August 10th and August 21st of the year 1930. The testatrix died on October 23, 1942, at the age of 67. She had been adjudged a person of unsound mind on January 7, 1931, and committed to the San Antonio State Hospital for the Insane, at which place she died. The testatrix had no close relatives living after the death of her mother in April, 1930.

The will directed that certain arrangements be made with reference to the funeral of testatrix; that her just debts be paid; and then provided: “In appreciation of what he did to relieve my Mother of business worry in the management of our estate and make her happy, it is my will and desire that what property I die possessed of shall pass in fee simple to L. A. Adamson of Houston, Texas, and I hereby constitute and appoint him executor and direct that no bond or other security be required of him as executor.”

The codicil provided for the payment of $5,000 to “my half cousin who was Maggie Pepin before marriage”; $1,000 to “my dear half cousin Emma Adele Pepin,” and $1,000 to “my faithful friend Mrs. J. W. Roche.”

The appellant, Adamson, is a practicing lawyer of Houston, Texas. He was sixty-three years of age at the time of the district court trial, and had rendered services as a legal adviser for the testatrix as well as for her father and mother prior to their respective deaths.

Adamson had known Andrew H. Burgle, the father of testatrix, and represented him as a lawyer in various business transactions. Mr. Burgle died in 1914 or 1915, and thereafter Adamson continued to represent his widow, Emma H. Burgle, and attend to her business affairs. Mrs. Burgle and her daughter Nellie Burgle Bates moved from Houston to San Antonio, Texas, in 1924. They purchased property in San Antonio and Adamson handled the details of the transaction. Mrs. Emma Burgle died on April 25, 1930. Her will designated Mrs. Bates as sole beneficiary. Mr. Adamson had prepared the will and acted as Mrs. Bates’ attorney in probating the same in Harris County, Texas.

About the middle of August, 1930, Dr. Merton Minter, a practicing physician, was called to treat Mrs. Bates for “a rather vague gastro-intestinal complaint.” According to Dr. Minter, no detailed examination was made upon his first professional visit to the home of Mrs. Bates. He made several further calls, however, and the latter part of August Mrs. Bates told him that after dark she had gone to a church to pray, attired in a night gown, and had remained in the church all night. When daylight came she was afraid to go home and hid in the church until she became hungry and then went to a neighbor’s house to get something to eat. About this time (the latter part of August, 1930) Dr. Minter reached the definite conclusion that Mrs. Bates was insane and sent her to the Medical and Surgical Hospital in San Antonio. In September of 1930, Dr. Minter notified Mr. Adamson of Mrs. Bates’ condition, and shortly thereafter Mrs. Bates was transferred to the Florence McDermott rest home in San Antonio.

Mrs. Bates remained in the McDermott home from some time in September, 1930, until January of 1943, when, as above pointed out, she was adjudged insane and committed to the State Hospital. Adam-son paid $1,290.88 to Mrs. McDermott for Mrs. Bates’ care during this period of time, out of funds belonging to Mrs. Bates.

On or about September 19, 1930, Mrs. Bates signed a promissory note for $5,000 payable to the order of the Houston Land and Trust Company, which was secured by an assignment of certain promissory notes owned by her. Mr. Adamson handled this transaction and out of the proceeds of said note he retained the sum of $2,500. According to his testimony, he had performed legal services for Mr. Andrew Burgle, Mrs. Emma Burgle and Mrs. Bates of a reasonable value of $5,000, for which he had not been paid.

The witness Mrs. Emma Adele Pepin .Swim testified that she saw Mrs. Bates at the McDermott home, and that upon one occasion “she (Mrs. Bates) had her false teeth out, she had her hair done up in a little knot on top of her head and it was stringing down, and she had on a torn night gown, * * * she was very unhappy appearing and she was raving. * * * (Mrs. Bates was in) a little hip room, under the roof, a porch like, and there wasn’t anything in there scarcely, I didn’t notice anything more than a bed, * * * and she was tied to that bed, and Mrs. McDer-mott came up and she said it looks bad to *392 have her tied, but she says, ‘That doesn’t hurt her, we use the silk stocking method * * * and it never leaves any abrasions on the skin.’ * * * (Mrs. Bates) says I am tied again, I am tied again.”

Dr. T. N. Goodson, the Bexar County Health Officer, and the witness Mrs. Al-verda Butler also testified that they had seen Mrs. Bates' tied to the bed while at the McDermott home. Mrs. Butler further testified that she and her grandmother lived in Mrs. Bates’ house while the latter was at the McDermott place; that Mr. Ad-amson came to San Antonio frequently and spent a great deal of his time at the Florence McDermott home.

Dr. W. J. Johnson, an expert upon nervous and mental diseases, testified that he was the superintendent of the San Antonio State Hospital for the Insane from the time Mrs. Bates was committed to - that institution, in 1931, until the year 1941, and had seen her at least once every two weeks for a period of ten years. Dr Johnson’s description of Mrs. Bates’ condition when he saw her shortly after her commitment is as follows: “She was very much depressed. It was with difficulty that you could get her to even answer questions.

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186 S.W.2d 388, 1945 Tex. App. LEXIS 929, Counsel Stack Legal Research, https://law.counselstack.com/opinion/adamson-v-burgle-texapp-1945.