Baumann v. Willis

721 S.W.2d 535, 1986 Tex. App. LEXIS 9079
CourtCourt of Appeals of Texas
DecidedNovember 26, 1986
Docket13-85-566-CV
StatusPublished
Cited by5 cases

This text of 721 S.W.2d 535 (Baumann v. Willis) 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
Baumann v. Willis, 721 S.W.2d 535, 1986 Tex. App. LEXIS 9079 (Tex. Ct. App. 1986).

Opinion

OPINION

BENAVIDES, Justice.

This appeal concerns the question of who is entitled to possession of the will of an individual who has been declared non compos mentis and had a guardian appointed. Appellant, guardian of the person and the estate of Sophia D. Rauh, brought suit to force appellee, the personal attorney of Sophia D. Rauh, to turn over to her Mrs. Rauh’s original will. After a hearing before the court, the appellant’s motion was denied. We affirm.

No statement of facts was filed with this Court. However, findings of fact and conclusions of law were made by the trial *536 court. From these findings of fact, we determine that appellee had represented W.E. Rauh and his wife, Sophia, as their personal attorney for many years prior to Mr. Rauh’s death. After Mr. Rauh’s death, appellee continued to represent Mrs. Rauh. Prior to 1981, Mrs. Rauh executed a new will and placed it in the care and control of appellee. Appellant, who is also one of Mrs. Rauh’s daughters, attempted to secure possession of Mrs. Rauh’s will a few months after its execution. Upon learning of this attempt to obtain possession of the will by the appellant, Mrs. Rauh instructed appellee not to deliver her will to appellant or any other person and under no circumstances was he to disclose the contents of the will to any person until after her death. In 1981, Mrs. Rauh was declared non compos mentis and appellant was qualified as guardian of her person and estate. In 1984, appellant commenced the proceeding which is currently before this Court.

In 1985, a hearing was held on appellant’s motion to require appellee to deliver Mrs. Rauh’s will and other documents and papers belonging to Mrs. Rauh to appellant. The trial court found that “no statutory authority was shown to the court indicating a legislative intent to give a guardian the authority to take charge of the ward’s will, especially where a lawyer-client relationship forbids such delivery.” In its sole conclusion of law, the trial court found that appellant “had failed to show a legal right to take physical possession of her ward’s last will and testament.”

In the absence of a statement of facts, it must be presumed that sufficient evidence was introduced to support the findings of facts and conclusions of law by the trial court. Alexander v. Barlow, 671 S.W.2d 531 (Tex.App.—Houston [1st Dist.] 1983, writ ref’d n.r.e.); In Re Galliher, 546 S.W.2d 665 (Tex.Civ.App.—Beaumont 1977, no writ). See Brochette v. Sosa, 675 S.W.2d 807 (Tex.App.—Corpus Christi 1984, writ ref’d n.r.e.). However, while the findings of facts are binding on the parties and are to be accepted by this Court as justified by the evidence, the correctness of the legal conclusions reached by the Court from these facts is still subject to review. Vasquez v. Vasquez, 645 S.W.2d 573 (Tex. App.—El Paso 1982, writ ref’d n.r.e.).

Appellant’s first point of error alleges that the trial court erred in denying appellant’s recovery of the documents because, as a matter of law, the appellant was entitled to take possession of Mrs. Rauh’s will. The question posed to this Court is whether the Texas Probate Code imposes a duty upon the guardian to recover possession of the ward’s will. This appears to be a question previously undecided in this State.

Tex.Prob.Code Ann. § 230(b)(1) (Vernon 1980) provides that:

The guardian of the estate of a ward is entitled to the possession and management of all properties belonging to the ward,.... It is the duty of the guardian of the estate to take care of and manage such estate as a prudent man would manage his own property. He shall account for all rents, profits and revenues that the estate would have produced by such prudent management.

§ 232 of the Probate Code provides that:

The personal representative of an estate, immediately after receiving letters, shall collect and take into possession the personal property, record books, title papers, and other business papers of the estate, and all such in his possession shall be delivered to the person or persons legally entitled thereto when the administration has been closed or a successor has received letters.

Finally, § 233 of the Probate Code states that:

Every personal representative of an estate should use ordinary diligence to collect claims and debts to the estate and recover possession of all property of the estate to which its owners have claim or title, provided there is a reasonable prospect of collecting such claims or recovering such property....

The question in this case is whether or not a ward’s will is property as that term is used in Sections 230, 232, and 233 of the Probate Code. Section 3 defines the terms *537 of the Code. Subsection 3(z) defines personal property as “interest in goods, money, choses in action, evidence of debts, and chattels real.” Subsection 3(cc) defines property to “include both real and personal property.” A will has been defined to be “an instrument by which a person makes a disposition of his property, to take effect after his death and which by its own nature is ambulatory and revocable during his lifetime.” In Re Estate of Brown, 507 S.W.2d 801 (Tex.Civ.App.—Dallas 1974, no writ); See Hinson v. Hinson, 280 S.W.2d 731 (Tex.1955). We have found no cases which define the word “will” as being property as that term is defined by the Probate Code.

While this question is unique to the jurisprudence of this State, it has been confronted by other jurisdictions. In Mastick v. The Superior Court of City and County of San Francisco, 29 P. 869 (Cal.1892), an analogous fact situation was decided. In Mastick, as in our case, the ward had previously executed a will and placed it with an attorney for safe keeping. A guardian was appointed and attempted to obtain physical possession of the will. Apparently, the provisions of the appropriate California Code concerning the duties of a guardian were similar to those duties given a guardian in Texas. The court found that:

The last will and testament of the ward is not an asset. Neither is it an instrument which the guardian could use in the recovery of an asset. It cannot in any way relate to any matter within his power or duties, or in any manner affect his action as a guardian, because it cannot take effect until after his authority has ceased. He certainly cannot annul, revoke, destroy, or in any way dispose of it, nor can the court authorize him to do so; and we are unable to see upon what ground he is entitled to its possession, or to a knowledge of its contents.

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Cite This Page — Counsel Stack

Bluebook (online)
721 S.W.2d 535, 1986 Tex. App. LEXIS 9079, Counsel Stack Legal Research, https://law.counselstack.com/opinion/baumann-v-willis-texapp-1986.