Cason v. Taylor

51 S.W.3d 397, 2001 WL 650024
CourtCourt of Appeals of Texas
DecidedJuly 5, 2001
Docket10-00-087-CV
StatusPublished
Cited by27 cases

This text of 51 S.W.3d 397 (Cason v. Taylor) 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
Cason v. Taylor, 51 S.W.3d 397, 2001 WL 650024 (Tex. Ct. App. 2001).

Opinion

OPINION

VANCE, Justice.

We review an order admitting a lost holographic will to probate and setting aside the probate of an earlier formal will. We also review complaints about the trial judge’s questioning of a witness. Finding no error, we will affirm.

FACTS

Betty L. Ingram died May 15, 1997, at the age of 81. She was survived by her children, Linda C. Cason and Earl D. Taylor, who are her only heirs at law. Betty executed a formal, written will (the “formal will”) on November 14, 1996, which Linda had admitted to probate as a muniment of title. The formal will gave Linda substantially all of Betty’s estate. Earl filed suit in District Court against Linda, seeking to impose a constructive trust upon the assets of their deceased mother’s estate which were in Linda’s possession. After he discovered that Betty had made a later holographic will which could not be located, Earl filed an application to probate the holographic will in the County Court. That case was transferred to the District Court and consolidated with Earl’s constructive-trust lawsuit.

Following a bench trial, the trial judge signed a judgment admitting the lost holographic will to probate. The judgment declared the terms of the lost will, set aside the prior probate of the formal will, and awarded attorney’s fees to Earl. The trial court made findings of fact and conclusions of law.

Linda contests all but six of the findings. The pertinent findings of fact and conclusions of law are:

• The holographic will was written about April 1997.
• The holographic will was seen by two witnesses, Ardell Kincannon and Wendy Hervey, both of whom recognized the holographic will to be entirely in Betty’s handwriting.
• Ardell and Wendy also heard Betty read the holographic will and remembered its contents.
• The holographic will stated as follows:
“Dear Children: I want my house in Irving to go to Earl. I want my car to go to Earl. I want my house in Meridian to go to Linda. I want the lake property to go to Lenny. I want the rest of my estate divided equally be *403 tween Linda Carol and Earl. Betty Ingram.”
• In the holographic will, “Linda” and “Linda Carol” refer to Linda Cason, and “Earl” refers to Earl Taylor.
• The holographic will was kept in the personal possession of Betty until her death. The original of the holographic will was kept in Betty’s purse, and a copy of it was kept in a chest of drawers in Betty’s home.
• At all times material to this lawsuit, Linda and her husband Bill Cason had keys and ready access to Betty’s home.
• Betty died at Linda’s home. Immediately upon Betty’s death, Linda’s son, Bobby Cason, took possession of Betty’s purse and, at the instruction of Linda, hid it from Earl.
• Linda admitted to Earl and to Greg Taylor the existence of the holographic will shortly after Betty’s death.
• The holographic will revoked the prior formal will.
• Linda surreptitiously withdrew the holographic will from Betty’s house after her death.
• The holographic will cannot be produced in court because Linda took control of it and now denies its existence.
• Betty never evidenced any intent to revoke the holographic will.
• Linda had access to the holographic will and would benefit if it were not found, because the formal will which was previously admitted to probate gave Linda a far greater share of Betty’s estate than did the holographic will.
• After execution of the holographic will, Betty continued to express an intent that her children share equitably in her estate.
• Earl used diligence in attempting to locate and produce the holographic will.
• Betty was over eighteen years of age and of sound mind when she executed the holographic will.
• Betty did not revoke the holographic will.
• The holographic will is entitled to be admitted to probate.
• Because the formal will previously admitted to probate was revoked by the holographic will, the formal will and its probate are set aside.

ISSUES ON APPEAL

Linda brings eleven points of error on appeal. We will discuss them as follows: 1) points 1, 2, 3, 4, 6, 7, 8 and 9 attack the legal and factual sufficiency of the evidence to support findings of fact on which Earl had the burden of proof at trial, 2) points 10 and 11 claim the evidence conclusively or by great weight and preponderance establishes issues on which Linda had the burden of proof at trial, so that the trial court’s findings of fact are erroneous, and 3) point 5 asserts that the trial court abused its discretion in questioning a witness.

STANDARDS OF REVIEW

Before we begin our discussion of the issues, we set forth the standards of review by which we will be guided. Sufficiency of the Evidence

The trial court’s findings of fact after a bench trial are reviewable for legal and factual sufficiency by the same standards applied in reviewing the evidence supporting a jury’s answer. Hitzelberger v. Samedan Oil Corp., 948 S.W.2d 497, 503 (Tex.App.—Waco 1997, writ denied). We review a trial court’s conclusions of law de novo. Benedictine Sisters of the Good *404 Shepherd, v. Ellison, 956 S.W.2d 629, 631 (Tex.App.—San Antonio 1997, pet. denied). A conclusion of law will be set aside if it is erroneous as a matter of law. Id.

a. When party not having burden of proof attacks a finding

When the complaining party raises a “no-evidence” or “legally-insufficient-evidence” point challenging the legal sufficiency of the evidence to support a finding that favors the party who had the burden of proof on that finding, the reviewing court must overrule the challenge if, considering only the evidence and inferences which support the finding in the light most favorable to the finding and disregarding evidence and inferences to the contrary, any probative evidence supports it. Browning-Ferris, Inc. v. Reyna, 865 S.W.2d 925, 928 (Tex.1993). If there is more than a scintilla of evidence to support the finding, the no-evidence challenge fails. Id. “When the evidence offered to prove a vital fact is so weak as to do no more than create a mere surmise or suspicion of [the fact’s] existence, the evidence is no more than a scintilla and, in legal effect, is no evidence.” Heldenfels Bros., Inc. v. City of Corpus Christi,

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Cite This Page — Counsel Stack

Bluebook (online)
51 S.W.3d 397, 2001 WL 650024, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cason-v-taylor-texapp-2001.