Carr v. Radkey

393 S.W.2d 806, 8 Tex. Sup. Ct. J. 536, 1965 Tex. LEXIS 254
CourtTexas Supreme Court
DecidedJuly 28, 1965
DocketA-10554
StatusPublished
Cited by61 cases

This text of 393 S.W.2d 806 (Carr v. Radkey) 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
Carr v. Radkey, 393 S.W.2d 806, 8 Tex. Sup. Ct. J. 536, 1965 Tex. LEXIS 254 (Tex. 1965).

Opinion

GREENHILL, Justice.

This is a will contest. Upon a finding by the jury that Miss Hattie Hewlett did not have testamentary capacity, the trial court denied probate to her holographic wills of April 17 and December 28, 1936. The only serious contest was and is over the instrument of December 28, 1936. Except for procedural problems later noticed, this opinion will deal only with the December 28 will.

The State appealed on the ground that it (and those aligned with it in support of the will) had not been given a fair trial because of the exclusion of what they regarded as their most important evidence, the testimony of Dr. Sam Hoerster, an expert in mental illnesses. The evidence which was excluded was Dr. Hoerster’s opinion, in answer to a hypothetical question, as to whether Miss Hewlett, when she wrote her will, had sufficient ability to understand the business in which she was engaged, the effect of her acts in making the will, realized what she was doing, knew her people and relatives, and knew the property she owned. Also excluded was his answer to a question as to whether Miss Hewlett wrote the will during a lucid interval. Outside the hearing of the jury, in completing a bill of exceptions, Dr. Hoerster answered both questions in such a way as to support the probate of the will.

The Court of Civil Appeals did not pass on whether it was error to exclude Dr. Hoerster’s testimony. The majority of that court was of the opinion that the error, if any, in the exclusion of the evidence was not harmful because of other evidence given by Dr. Hoerster. 384 S.W.2d 736 (1964). The dissenting justice was of the opinion that it was error to exclude the evidence and that its exclusion was harmful. 384 S.W.2d at 744.

Miss Hewlett wrote the will when she was 62 years of age, while in the Brown Rest Home in Austin. Before she became mentally ill, she had supported herself and had been in charge of the safety deposit boxes at the American National Bank in Austin. She lived close to the university’s campus. She had made investments in Austin real estate, some of them relatively close to the time of her mental illness, which proved to be profitable. Her estate was appraised at $240,000 upon her death in 1960.

The instrument of December 28, offered as her last will, is set out in the opinion of the Court of Civil Appeals. 384 S.W.2d at 738-739. The jury found it to have been written in her own handwriting. A few weeks before December 28, 1936, she had been taken against her will to the Brown Rest Home and confined in a solitary room without any legal form of commitment or finding of lack of mental capacity. There is nothing in the will itself to evidence any mental illness or insanity. It is in proper form. Without in any manner here attempting to construe the will, it may be said that in general it creates a trust for the benefit of five named nieces and nephews and their issue for a period of time with remainder to be used for five scholarships: in law, music, business administration, education and home economics for worthy students of The University of Texas. Because of this latter charitable bequest, the Attorney General is in the case in defense of the will.

Miss Hewlett died in 1960, some 23 years after the execution of the will of December 28, 1936. She spent several years of *808 that period of time in the Brown Rest Home. She had very few visitors during these 23 years; and because of the great lapse of time since 1936 when she executed the instrument, the witnesses had difficulty in remembering with accuracy how she acted about the time of the execution of the instrument. The proprietor, a Mr. Bert Brown, had lost “his book” which covered this period. It is fair to say, however, that Mr. and Mrs. Brown who operated the rest home, as well as some others, gave testimony which would clearly support a jury finding that Miss Hewlett did not have testamentary capacity at the time she wrote the instrument. As will be later discussed, there was evidence that Miss Hewlett was subsequently declared by the County Judge to be non compos mentis on January 18, 1937; and a guardian was appointed for her at that time. The admission of this evidence is the subject of a point of error.

The testimony of Dr. Hoerster, not objected to, was that from the symptoms described, Miss Hewlett was suffering from a mental illness which would cause her to be diagnosed as a manic depressive. Such a person has periods of great stimulation, the manic period. During such periods she would, according to the Browns, talk or jabber continuously, tear the wallpaper off the wall, tear her clothes, hide her food, beat on the wall, and the like. In the periods of depression, she would sit silently, sometimes on the floor, and refuse to talk or eat. There were also periods when Miss Hewlett “was very nice.” She would be taken to a picture show or for a ride in an automobile. In 1939, she accompanied the Browns on an automobile trip through eight states.

The periods of mania and depression suffered by Miss Hewlett made relevant testimony as to (1) whether people suffering with such mental illness have periods of remission, and (2) whether Miss Hewlett was in such a period when she executed the instrument on December 28, 1936. Dr. Hoerster explained that “a remission is a period of absence of the illness, when the illness goes away, apparently. It actually is not — does not necessarily mean a cure, but it is a time when the illness is not active.”

We will assume that there is evidence to support a jury finding of want of capacity to execute the will, and we need not set out any more of that evidence. We are concerned mainly with whether there was harmful error in excluding Dr. Hoer-ster’s testimony as to his opinion about Miss Hewlett’s condition at the time she executed her will.

Mrs. Radkey, wife of respondent Dr. Oliver Radkey, was permitted to testify over objection of the Assistant Attorney General, that based on her personal observation of Miss Hewlett on January 12, 1937, Miss Hewlett was not mentally capable of knowing and understanding the nature of her acts. This testimony was brought out by counsel for Dr. Radkey, a contestant of the probate of the will.

The next witness, S. P. Kinser, an Austin real estate man, over objection, expressed the conclusion that Miss Hewlett was not of sound mind, and for that reason he would be afraid of any title to real estate conveyed by her. The nurse at Brown’s Rest Home, Mrs. Dearing, testified without objection that in her opinion Miss Hewlett was of unsound mind in December, 1936. Mrs. Dearing was the sister of Mr. Brown, operator of the rest home.

These opinions were expressed to the jury before Dr. Hoerster was called to the stand. He had not seen and did not know Miss Hewlett. He, however, had received specialized training in mental diseases and psychiatry and had been with the State Hospital System since 1950. As Superintendent of the Austin State Hospital since 1955, he had under him some 50 physicians on a full-time basis. The hospital admitted about 5,000 patients a year. They had on hand about 3,000 at the time of trial. He actively participated in treat *809 ing the patients. His qualifications as an expert witness in the field of mental illnesses were not challenged.

After being so qualified, Dr. Hoerster was asked a hypothetical question.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

in Re Mariam Ayad
Texas Supreme Court, 2022
in the Interest of P.W., a Child
Court of Appeals of Texas, 2021
Estate of Matthews
510 S.W.3d 106 (Court of Appeals of Texas, 2016)
in the Estate of Ruth Bailey
Court of Appeals of Texas, 2015
in Re: Estate of Evelyn Marie Reno
443 S.W.3d 143 (Court of Appeals of Texas, 2009)
in Re: Verdie Nell Neville
Court of Appeals of Texas, 2002
In Re Neville
67 S.W.3d 522 (Court of Appeals of Texas, 2002)
Templeton v. Dreiss
961 S.W.2d 645 (Court of Appeals of Texas, 1998)
Texas Workers' Compensation Commission v. Garcia
862 S.W.2d 61 (Court of Appeals of Texas, 1993)
DeLeon v. Louder
743 S.W.2d 357 (Court of Appeals of Texas, 1987)
Hendricks v. Todora
722 S.W.2d 458 (Court of Appeals of Texas, 1986)
Hall v. Birchfield
718 S.W.2d 313 (Court of Appeals of Texas, 1986)
Lowery v. Saunders
666 S.W.2d 226 (Court of Appeals of Texas, 1984)

Cite This Page — Counsel Stack

Bluebook (online)
393 S.W.2d 806, 8 Tex. Sup. Ct. J. 536, 1965 Tex. LEXIS 254, Counsel Stack Legal Research, https://law.counselstack.com/opinion/carr-v-radkey-tex-1965.