Click v. Sutton

438 S.W.2d 610, 1969 Tex. App. LEXIS 1975
CourtCourt of Appeals of Texas
DecidedFebruary 5, 1969
Docket14736
StatusPublished
Cited by5 cases

This text of 438 S.W.2d 610 (Click v. Sutton) 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
Click v. Sutton, 438 S.W.2d 610, 1969 Tex. App. LEXIS 1975 (Tex. Ct. App. 1969).

Opinion

BARROW, Chief Justice.

This is an appeal by a contestant, from a judgment rendered on an instructed verdict in her suit to set aside the probate of a will. S. P. Sutton, testator, died on September 9, 1963, survived by his widow and nine adult children. On October 14, 1963, appellee Louis P. Sutton, a son, filed application to probate a will executed by testator on July 12, 1963, which will named Louis P. Sutton as independent executor and conveyed the entire estate to Louis and his brother, Jim W. Sutton, the other appellee herein. This will was admitted to probate and Louis P. Sutton qualified as independent executor on October 28, 1963.

On October 1, 1964, this suit was filed by Dorothy Evans and four other daughters of testator, to set aside the probate of this will. While the suit was pending, Dorothy Evans died, and was survived by her husband, four adult and five minor children. Her husband disclaimed all his interest in the estate and a guardian ad litem was appointed to represent the minor children. Before the case went to trial, three of the adult children of testator dropped out of the suit, leaving only appellant, Lee Anna Click, and the guardian ad litem of the five minor children of Dorothy Evans as contestants. Only Lee Anna Click has prosecuted this appeal and is referred to hereinafter as appellant.

Appellant asserts ten points of error. Three of these points relate to the refusal of the trial court to admit evidence regarding the execution of a deed by Mrs. Fannie Sutton, widow of testator, on November 29, 1963, whereby her community interest in property she and testator owned was conveyed to appellees, Louis and Jim Sutton. In two related points appellant complains of the refusal to grant leave to file a trial amendment to assert fraud in the execution of the will, and of the refusal to admit the terms of Mrs. Fannie Sutton’s will which was executed on the same occasion as the will in question. Appellant also complains of the exclusion of evidence regarding a contract to sell the ranch in 1943, and of the form of questions directed to a witness to the will regarding testator’s mental capacity. The other three points relate to the asserted error in granting the instructed verdict.

S. P. Sutton and wife, Fannie, owned as community property an 843j4-acre ranch in Bandera County where they made their home for over forty years prior to his death, and reared their family which consisted of seven daughters and two sons. They also owned two town lots in Bandera and some personal property. The daughters were all married except appellant and Vivian Neal, and these two had apparently been married. One son, Jim, lived in Val Verde County, Texas, and the other, Louis, was single and had lived on the ranch with his parents for at least the last twenty years of testator’s life. There is very little testimony in the record relating to the relationship between the members of this family, but apparently it was amicable, at least prior to the death of Mr. Sutton.

The will, although drawn by an attorney, is somewhat unusual in that the second *612 paragraph thereof conveys all of testator’s property, real, personal or mixed to his sons, Louis and Jim Sutton. Paragraph three expressly disinherits his daughter Vivian because of prior provisions made to her. Paragraph four then conveys the rest and residue of testator’s estate to his other eight children, including Louis and Jim, but excluding Vivian. The will is unnatural in the sense that it favors the two sons over the six daughters mentioned in paragraph four. Testator had advised one daughter, shortly before his death, that he was going to leave her a “nest egg.”

There is no evidence in the record to show a lack of testamentary capacity by testator. Although he was nearly 83 years of age at the time of his death, the uncontradicted evidence is that he was very active, both physically and mentally until stricken on the day of his death. Most of this testimony came from appellant’s own witnesses, one of whom described testator as .a very strong-willed person. He was in active operation of the ranch, together with his son Louis at the time of his death, and there is not even an inference that he was not in possession of all his mental faculties. Since this contest was filed to set aside the will after it had been admitted to probate, the burden of proof was upon contestant to prove the want of testamentary capacity. Reversible error is not shown in the form of the questions to the witness Mrs. Price.

The will was executed on July 12, 1963, in the office of Sam L. Darden, Esq., of Bandera. Present at the time of its execution were Mrs. Sutton, Mr. Darden and his secretary, Mrs. Pansy Price. The latter two witnessed the will and testified as to the mental competency of Mr. Sutton at the time the will was executed. Neither Mr. nor Mrs. Sutton drove a car and they were driven by Louis from the ranch to Mr. Darden’s office on the three occasions relating to the execution of thé will. Both Mr. Darden and his secretary testified that Louis took no part in the discussion regarding preparation of these wills although he was nearby in an adjoining room.

Mrs. Sutton did not testify at this trial, although she was in a position to- know all the details relating to the preparation and execution of the will. Appellant complains of the exclusion of the terms of Mrs. Sutton’s will which was executed on the same occasion as that of testator. By bill of exception, it was shown by Mrs. Price that Mrs:1 Sutton said she wanted to give her property to the daughters and her will of July 12, 1963, so provided. Appellant also complains of the exclusion of a deed prepared by Mr. Darden and executed by Mrs. Sutton on November 29, 1963, whereby she conveyed all her community interest in the property she had owned with her late husband, to appellees, Louis and Jim Sutton. Contrary to the contention in appellant’s second point, the trial court overruled Mr. Darden’s claim of privileged communication and permitted appellant to question him for the purpose of a bill of exception to show preparation of said deed by Mr. Darden and its execution by Mrs. Sutton.

The trial court did not err in excluding this evidence. We can see no relevancy of evidence as to the execution of this instrument in November, 1963, to the question here of whether Louis had exercised undue influence on Mr. Sutton prior to July 12, 1963, in the execution of his will. There is evidence that subsequent to the death of Mr. Sutton, a disagreement developed, for some undisclosed reason, between Louis and appellant in the presence of Mrs. Sutton, and as a result of same appellant was ordered off the premises by Louis. There is also evidence that this contest, although not filed at the time, had been started by one or more of the daughters. These changed circumstances in the family situation illustrate the irrelevancy of the November deed to the issue in the case regarding the execution of testator’s will some five months previously.

There was no reversible error in the exclusion of the testimony regarding *613 the terms of Mrs. Sutton’s will. Such testimony sets forth a testamentary plan which would explain testator’s giving his daughters only a residuary interest under his will. Although such testimony might have some relevancy if an attack should be made on the deed of November, 1963, we can see no relevancy to the question of undue influence on Mr. Sutton.

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Bluebook (online)
438 S.W.2d 610, 1969 Tex. App. LEXIS 1975, Counsel Stack Legal Research, https://law.counselstack.com/opinion/click-v-sutton-texapp-1969.