Chambers v. Winn

133 S.W.2d 279
CourtCourt of Appeals of Texas
DecidedSeptember 22, 1939
DocketNo. 13948.
StatusPublished
Cited by12 cases

This text of 133 S.W.2d 279 (Chambers v. Winn) 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
Chambers v. Winn, 133 S.W.2d 279 (Tex. Ct. App. 1939).

Opinion

DUNKLIN, Chief Justice.

J. B. Turner, a resident citizen of Montague County, Texas, departed this life on September 2, 1934, leaving a last will and testament, dated June 13, 1933, in which all his estate was devised to Mrs. Della Winn. The will was admitted to probate in the County Court of Montague County, on the 18th day of September, 1934, and Mrs. Della Winn was appointed independent executrix, without bond, in accordance with the provisions of the will. On the 21st day of September, 1934, she and the appraisers theretofore appointed filed in the court an inventory and ap-praisement of the estate, which was approved by the county judge on the same day.

In the inventory and appraisement there were listed three tracts of land, situated in Montague County, of the aggregate appraised value of $1,200; also a one-half interest in four lots in the town of Bowie, Montague County, of the appraised aggregate value of $800; also personal property, of the aggregate appraised value of $914. There were also listed items of indebtedness owing by the estate, aggregating $796.

Turner’s wife died some two years before his decease. They left no children, and the only lawful heirs of J. B. Turner were Lawrence Turner, a brother, Mrs. Florence Chambers, a sister, and Mrs. Dora Jones, a half sister. Those three were the only lawful heirs of J. B. Turner.

About one year prior to the death of J. B. Turner, Mrs. Della Winn and her husband began living with him in his home, and continued to live with him until his death. Neither Mrs. Winn nor her husband was in any way related to him.

On February 17, 1937, which was twe years and five months (lacking one day) after the will was admitted to probate, Mrs. Florence Chambers and Mrs. Dora Jones, both widows, filed in the county-court of Montague County their petition to set aside the order probating the will, on two grounds; first, because of lack of testamentary capacity of the testator to make a valid will, and, second, on the ground of undue influence exercised by the beneficiary upon the testator. Prior to the institution of the suit, Lawrence Turner assigned to Mrs. Florence Chambers all his right, title and interest in the estate, and her claim of right to the relief prayed for was asserted as an heir of J. B. Turner in her own right, and as as-signee of her brother, Lawrence Turner. Mrs. Dora Jones’ claim was by virtue of heirship' as a half sister to the deceased. The defendants named in the petition were Mrs. Della Winn and her husband, Boyd Winn, both of whom were sued as individuals, and Mrs. Della Winn also as independent executrix of the estate of J. B. Turner.

The case was tried before a jury and at the conclusion of the evidence introduced, the court instructed a verdict for the defendants, and plaintiffs have appealed from a judgment rendered upon a verdict returned in accordance with that instruction.

Several assignments of error presented here relate to the admissibility of the opinions of non expert witnesses, to prove that J. B. Turner lacked testamentary capacity to make a valid will at the time he made it; no contention being presented that the will was not duly executed in accordance with the requirements of the statutes.

The will having been theretofore admitted to probate, the burden was upon the plaintiffs to sustain by a preponderance of the evidence the grounds upon which they sought a cancellation of the order probating the will. Howley v. Sweeney, Tex.Civ.App., 288 S.W. 602; 44 Tex.Jur. 574; Arts. 3433, 5534, Rev.St.

Article 8281, Revised Vernon’s Texas Civil Statutes, reads as follows: “Every person aged twenty-one years or upward, or who may be or may have been lawfully married, being of sound mind, shall have power to make a last will and testament, under the rules and limitations prescribed by law.”

*282 As pointed out in 44 Tex.Jur., para. IS, p. 556, there is no statutory definition of what would constitute a “sound mind”, within the meaning of that article of the statutes, and therefore a definition of that term is to he sought in the decisions of the courts; with the further observation that the term “sound mind” is used in the decisions as synonymous with “capacity,” “competency” and “testamentary capacity,” and on page 558 this is said: “While the definitions of ‘sound mind,’ ‘competency’ and ‘capacity’ vary not a little in phraseology, an analysis of the language employed shows that the determination of the issue as to testamentary responsibility invariably depends upon the showing as to whether the decedent understood or appreciated the consequences of executing the propounded script.” Citing numerous cases, including Brown v. Mitchell, 75 Tex. 9, 12 S.W. 606.

And in paragraph 17 of the same page, this is said: “To have appreciated the consequences of executing the propounded instrument, the decedent must have taken cognizance of certain facts or conditions; and he must have understood the effect of the provisions of the script in respect of these facts. More precisely, the decedent must have had in mind (1) his property, and (2) the persons who had claims upon his bounty and whose interests are affected by the provisions of the instrument.” With citations of numerous cases, including Morris v. Morris, Tex.Com.App., 279 S.W. 806, which was adopted by the Supreme Court, with an express approval of the reasonings advanced. In that case it was announced that one of the essential elements necessary to show testamentary capacity of the testator is that he must have been cognizant of the claims of persons to whom the estate would pass by inheritance in the absence of a will devising the property to one who is not his heir.

In 44 Tex.Jur., par. 35, page 576, this is said: “The right to dispose of property by will ‘is not to be defeated by adverse findings of juries upon the issue of testamentary capacity based upon evidence which does not fairly support such findings.’ ” Citing Stell v. Salters, Tev.Civ.App., 83 S.W.2d 742.

And, further: “ ‘The trend of appellate courts of our state, as well as those of others, is to hold that the tendency to assail last wills of the aged and enfeebled upon the grounds of mental incapacity, and by frivolous and inconclusive evidence, chiefly of a speculative character, has grown to such an alarming extent in late years that it should be checked.’ ” Citing McCannon v. McCannon, Tex.Civ.App., 2 S.W.2d 942, 949, error dismissed.

Numerous authorities might be cited holding that lack of testamentary capacity may be proved by the opinions of non expert witnesses, based upon their observations or knowledge of the habits, con•duct, expressions, peculiarities, disposition, temper or character of the testator, and who have had sufficient opportunity to acquire such knowledge, and after stating the facts of their own knowledge upon which they base their opinion. 44 Tex.Jur., par. 41, page 583, and many authorities there cited, including Applegate v. McFadin, Tex.Civ.App., 20 S.W.2d 396, 398; King v. King, Tex.Civ.App., 91 S.W.2d 511, error dismissed; Brown v. Mitchell, 88 Tex. 350, 31 S.W. 621, 36 L.R.A. 64.

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133 S.W.2d 279, Counsel Stack Legal Research, https://law.counselstack.com/opinion/chambers-v-winn-texapp-1939.