Beatrice Pitre v. Robert Forward Sr. Independent of the Estate of Marie Mahathy Forward

Court of Appeals of Texas·Decided July 24, 2014·No. 09-12-00336-CV·Published

Opinion

In The

Court of Appeals

Ninth District of Texas at Beaumont

NO. 09-12-00336-CV

BEATRICE PITRE, Appellant V.

ROBERT FORWARD SR. INDEPENDENT EXECUTOR OF THE ESTATE OF MARIE MAHATHY FORWARD, Appellee

On Appeal from the County Court Jefferson County, Texas

Trial Cause No. 97905

MEMORANDUM OPINION

This appeal involves a will contest concerning the estate of Marie Mahathy Forward. Marie died on November 24, 2008, at the age of ninety-six years old.1 On December 4, 2008, Robert Forward Sr., Marie’s son and appellee herein, filed an application to probate Marie’s will executed on November 22, 2002, which left Marie’s entire estate to Robert (the “2002 Will”). However, on December 16,

1 We note that the medical records and testimony at trial is inconsistent regarding Marie’s date of birth and thus her age at her death. However, because both applications to probate Marie’s will indicate that she died at ninety-six years of age, we presume that to be her correct age at death.

2008, Marie’s daughter, Beatrice Pitre, and appellant herein, filed an application to probate a will executed by Marie on October 17, 2008, which left Marie’s entire estate to Beatrice (the “2008 Will”). Robert filed an objection to Beatrice’s application, contesting the validity of the 2008 Will. The case was tried to a jury. Based on the jury’s findings, the trial court rendered judgment that the will offered by Beatrice be denied probate. Beatrice filed a motion for new trial alleging that the evidence was factually insufficient to support the jury’s verdict that Marie lacked testamentary capacity and was unduly influenced to execute a new will.2 Because we do not find a signed order in the appellate record denying Beatrice’s motion for new trial, we presume the motion for new trial was overruled by operation of law. Beatrice then filed this appeal. We conclude the evidence is sufficient to support the jury’s findings, and we affirm the trial court’s judgment.

I. Preservation of Error

On appeal, Beatrice contends the evidence is legally and factually insufficient to support the jury’s finding that Marie lacked testamentary capacity on the day she signed the 2008 Will or that Marie was unduly influenced by Beatrice to execute the 2008 Will. To preserve a legal sufficiency claim, a party

2 The motion for new trial indicates Mary Pitre, not Beatrice Pitre, filed it.

Mary Pitre is Beatrice’s daughter; however, she is not a party to this lawsuit. We attribute this to a clerical error as no party has claimed error. We conclude that this clerical error has no bearing on the issues presented in this appeal.

must raise the complaint first with the trial court through a motion for directed verdict, a motion for JNOV, an objection to the submission of the question to the jury, a motion to disregard the jury’s answer to a vital fact question, or a motion for new trial. See T.O. Stanley Boot Co. v. Bank of El Paso, 847 S.W.2d 218, 220 (Tex. 1992); Cecil v. Smith, 804 S.W.2d 509, 510-11 (Tex. 1991). While Beatrice filed a motion for new trial, her motion argues only that the evidence is factually insufficient to support the jury’s findings. Her motion does not contend that the evidence is legally insufficient to support the jury’s findings. Our review of the record further reveals that Beatrice took none of the other actions identified above to preserve her legal sufficiency argument for our review. Accordingly, Beatrice has waived her challenge to the legal sufficiency of the evidence. See Tex. R. App. P. 33.1. We overrule Beatrice’s contention that the evidence was legally insufficient to support the jury’s finding that Marie lacked testamentary capacity or that Marie was under the influence of Beatrice when she executed the 2008 Will. Having overruled Beatrice’s legal sufficiency contention, we now address whether the evidence is factually sufficient to support the jury’s verdict.

II. Standard of Review

When a party challenges the factual sufficiency of an adverse finding on an issue on which she has the burden of proof, she must demonstrate on appeal that the adverse finding is against the great weight and preponderance of the evidence.

Dow Chem. Co. v. Francis, 46 S.W.3d 237, 242 (Tex. 2001). We will consider all the evidence in the record, both in support of and contrary to the finding. See id. We will set aside the trial court’s finding only if it is so contrary to the great weight and preponderance of the evidence as to be clearly wrong and manifestly unjust. See id. Where there are disputed issues of fact, we give deference to the factfinder as it is the “sole judge[] of the credibility of the witnesses and the weight to be given their testimony.” Jaffe Aircraft Corp. v. Carr, 867 S.W.2d 27, 28 (Tex. 1993).

III. Testamentary Capacity Beatrice complains that the evidence is factually insufficient to support the jury’s finding that Marie lacked testamentary capacity on October 17, 2008 to sign a new will. Each party contends the other party had the burden of proof on this issue at trial. When a will is contested before it is admitted to probate, the proponent of the will bears the burden of establishing that the testatrix had testamentary capacity. See Croucher v. Croucher, 660 S.W.2d 55, 57 (Tex. 1983); Schindler v. Schindler, 119 S.W.3d 923, 931 (Tex. App.—Dallas 2003, pet. denied). The proponent of the will may make a prima facie case on this issue by introducing a will with a self-proving affidavit into evidence. Schindler, 119 S.W.3d at 931. At that point, the burden of producing evidence negating testamentary capacity shifts to the opponent of the will. Id. The burden of

persuasion, however, always remains with the proponent of the will. In re Estate of Coleman, 360 S.W.3d 606, 611 (Tex. App.—El Paso 2011, no pet.). Robert filed his contest to the 2008 Will before it was admitted to probate. Thus, Beatrice, as the proponent of the 2008 Will, had the burden of proof to establish that Marie had testamentary capacity at the time the 2008 Will was executed. Because the 2008 Will, which the trial court admitted into evidence, contained a self-proving affidavit, the burden of production shifted to Robert, as the contestant of the 2008 Will, to produce evidence to overcome Beatrice’s prima facie case that Marie possessed testamentary capacity on the day she executed the 2008 Will. The burden of persuasion on the issue of testamentary capacity, however, remained with Beatrice at all times.

The Estates Code provides

a person of sound mind has the right and power to make a last will and testament if, at the time the will is made, the person:

(1) is 18 years of age or older;

(2) is or has been married; or (3) is a member of the armed forces of the United States, an auxiliary of the armed forces of the United States, or the United States Maritime Service.

Tex. Est. Code Ann. § 251.001 (West 2014).3

3 When the probate court ruled on the matters at issue, the Texas Probate Code applied. Effective January 1, 2014, the Probate Code was repealed and was substantially replaced by the new Texas Estates Code. See Act of May 26, 2009, 81st Leg., R.S., ch. 680, 2009 Tex. Gen. Laws 1512, 1512-1732 (§§ 10-12 reflect

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Beatrice Pitre v. Robert Forward Sr. Independent of the Estate of Marie Mahathy Forward, (Tex. Ct. App. 2014).

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