Boyer v. Pool

280 S.W.2d 564, 154 Tex. 586, 1955 Tex. LEXIS 581
CourtTexas Supreme Court
DecidedApril 6, 1955
DocketA-4762
StatusPublished
Cited by29 cases

This text of 280 S.W.2d 564 (Boyer v. Pool) is published on Counsel Stack Legal Research, covering Texas Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Boyer v. Pool, 280 S.W.2d 564, 154 Tex. 586, 1955 Tex. LEXIS 581 (Tex. 1955).

Opinions

Mr. Justice Wilson

delivered the opinion of the Court.

This is a contest to the probating of a will upon grounds of undue influence.

The contestants secured a jury finding that the execution of the will had resulted from the exercise of undue influence. The trial court disregarded this verdict and entered judgment sustaining the probate, because, in its opinion, there was no evidence of undue influence. This judgment has been reversed and rendered by the Court of Civil Appeals. 268 S.W. 2d 223.

The only question presented is whether there is any evidence of undue influence. The test of undue influence is whether such control was exercised over the mind of the testator as to overcome his free agency and free will and to substitute the will of another so as to cause the testator to do what he would not otherwise have done but for such control. Scott v. Townsend, 106 Texas 322, 166 S.W. 1138; Curry v. Curry, 153 Texas 421, 270 S.W. 2d 208.

The Court of Civil Appeals gives a fair summary of the testimony. This establishes in substance that the testator was eighty nine years old when he executed the will and subsequently died at the age of ninety three years; that there was friction, jeolusy, and bad feeling between his daughters and the widow [588]*588of a deceased son; that his daughters gave considerable thought and attention to the question of whether his son (deceased father of contestants) owed a debt to the testator which should be taken into consideration by the testator in drawing his will; that they discussed this question among themselves and with him at various times; and that there was general rivalry and jealousy between the daughters and their sister-in-law, the wife of the deceased son of the testator. There is testimony that the testator told his grandchildren (contestants) that he would provide for them while the will does not do that. The contestants established a confidential relationship, the opportunity, and a motive for undue influence and that during his last years the testator was virtually dependent upon his daughters, two of the principal beneficiaries. There is proof that the daughters made a daily charge for nursing their brother during his last illness, which indicates a grasping attitude by the daughters and a harsh and unnatural family relationship. Proof of this type simply sets the stage. Contestants must go forward and prove in some fashion that the will as written resulted from the daughters substituting their mind and will for that of the testator. Here the will and the circumstances raise suspicion, but it does not supply proof of the vital facts of undue influence —the substitution of a plan of testamentary disposition by another as the will of the testator.

The proof fails to show the circumstances under which the will was executed other than as set out by the Court of Civil Appeals from whose opinion we quote as follows:

“The record here is silent as to who prepared the will of Jasper Pool; however, both parties assumed in their briefs that the will of Jasper Pool, here tendered for probate, was prepared by the Hon. P. M. Rice of Hamilton. Judge Rice did not testify. The record here shows that the will was executed by the testator in the County Clerk’s office at the courthouse in Hamilton. There is an absence of testimony as to how the testator got in touch with Judge Rice; however, Mrs. Boyer testified to the effect that she did not know about the execution of the will until sometime after it was executed and she did not know how her father got to Hamilton but later learned that a former acquaintance by the name of Edwards took her father in a car to Hamilton. (Edwards was not tendered as a witness). There is an absence of testimony as to whether the will was prepared by Judge Rice on the day it was executed, as well as an absence of testimony as to who employed Judge Rice to prepare the will and who gave him the instructions as to the provisions of the will. The will was typewritten and was attested by three subscribing [589]*589witnesses. There is no evidence that Jasper Pool had been in Hamilton at any time just prior to the time that he executed the will, or that he had seen and talked with Judge Rice.”

One factor to be considered is that the will was executed in a public place (court house) with no one present who is alleged to have used undue influence at that time. In Besteiro v. Besteiro, Texas Com. App., 65 S.W. 2d 759, 761, this Court said:

“The undue influence which will vitiate a will must be exercised at the time of its making. Holt v. Guerguin, supra. 156 S.W. 581) We think the same rule applies to the deed in question. In this connection we hold that, if there was evidence to show that either Maria Inez or Rosalia had unduly influenced the execution of this deed by acts done or things said prior to its execution, and that such acts done or things said operated unduly on the mother’s mind, so as to destroy her free agency at the time the deed was actually executed, then it could be said in law that such undue influence was exercised at the execution of the deed.”

See also Cameron v. Houston Land & Trust Co., Texas Civ. App., 1948, 175 S.W. 2d 468, error ref. w.o.m.; and Naihaus et al v. Feigon, Texas Civ. App. 1951, 244 S.W. 2d 325, n.r.e.

In fact it is not shown that any of the children had any knowledge that the will was being executed until afterwards. There is no evidence of the direct intervention of the will and mind of the daughters or of the dominance of the free will of the testator in the preparation and execution of the will so as to bring this case within Long v. Long, 133 Texas 96, 125 S.W. 2d 1034. The fact that the testator in his will adopted the daughter’s version of the debt question does not prove that he did not so of his own free will. There is no proof raising a fact issue that the testator did not make a free decision. Proof that the daughters were favored and that the contestants got nothing under the will is not proof that the daughters did in fact substitute their mind and will for the mind and will of the testator. Since witnesses were available to establish the facts surrounding the preparation and planning of the will, we must hold that the contestants have failed to prove their case. Proof of the planning and preparation of the will, where the witnesses are available, is the heart of an undue influence case.

Rspondents urge the case of Barksdale v. Dobbins, Texas Civ. App. 1940, 141 S.W. 2d 1035, error ref., in which the facts [590]*590were very like the case at bar and in which a jury verdict of undue influence was sustained. The factual situations in undue influence cases are never the same. The distinction between proving undue influence by circumstantial evidence and merely raising a “bare suspicion” as in Burgess v. Sylvester, 143 Texas 25, 182 S.W. 2d 358, is not one which can be defined with certain limits, for the problem is essentially one of degree.

In the case of Barksdale v. Dobbins, supra, there was evidence that the testator was mentally feeble and that his mental condition had deteriorated with age. In the case at bar there is no such testimony. A number of witnesses testified that testator was active and spry, drove his car under a limited driver’s license, and in general took care of his own business. The only testimony which we can find in the record which might be contended as suggesting mental weakness was that of a neighbor, Gordon Nettleton, who had known testator a long time, it is:

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Cite This Page — Counsel Stack

Bluebook (online)
280 S.W.2d 564, 154 Tex. 586, 1955 Tex. LEXIS 581, Counsel Stack Legal Research, https://law.counselstack.com/opinion/boyer-v-pool-tex-1955.