Dabney v. Thomas

596 S.W.2d 561, 1980 Tex. App. LEXIS 3074
CourtCourt of Appeals of Texas
DecidedJanuary 24, 1980
Docket8340
StatusPublished
Cited by3 cases

This text of 596 S.W.2d 561 (Dabney v. Thomas) 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
Dabney v. Thomas, 596 S.W.2d 561, 1980 Tex. App. LEXIS 3074 (Tex. Ct. App. 1980).

Opinion

KEITH, Justice.

• The proponent of a nuncupative will has appealed from an adverse judgment based upon an instructed verdict at the conclusion of her testimony. Proponent is one of the stepchildren of Pleas (“Pat”) King, the deceased. Proponent’s mother had died several years earlier survived by several children born of a prior marriage. From our record, we surmise that she died intestate.

Contestants are Maxine Thomas, a granddaughter of Pat King, who appeared individually and as guardian of Willie Lawrence King, a son of King, and Florine Thomas, another granddaughter.

The instrument offered for probate was dated September 27, 1974, and the witnesses testified that it was written upon the date King made the statements attributed to him. At the time the instrument was written, King was in a hospital in Silsbee, Texas, but our record does not disclose when he entered the hospital, what necessitated his hospitalization, the nature of the treatment he received, or the names of the physicians who cared for him. We do know that he died on October 24, 1974. The next day, proponent filed an application to be, and was, appointed temporary administrator of King’s estate upon the representation that he died intestate.

The two-page instrument offered for probate on August 3, 1976, was entirely in the handwriting of proponent except for the signatures of the attesting witnesses. We have included a typed copy of such instrument in the appendix so that the complete instrument is made a part of this opinion.

Elizabeth Burton, one of the attesting witnesses, accompanied proponent to the hospital for the purpose of visiting King. There were only three persons in the room when King is alleged to have made the statement concerning his money in the savings and loan and his retirement income: King, proponent, and Burton.

According to Burton, as soon as King had made such statements, proponent left the room in search of witnesses. She returned within a few minutes accompanied by Dorothy Monson and Maggie Miles. Proponent seated herself in a chair near the head of King’s bed while the three other women stood around the side or foot of the bed.

Proponent’s version of the event was incomplete because contestants invoked the “Dead Man’s Statute”, Tex.Rev.Civ.Stat. Ann. art. 3716 (1926). And, as might be expected, the versions of the three witnesses to the instrument varied in considerable detail on cross-examination.

Before going into the details of the evidence, it is well to consider the scope of appellate review of an order granting a peremptory instruction. The rule in the ordinary ease is stated succinctly in Collora v. Navarro, 574 S.W.2d 65, 68 (Tex.1978). A party is entitled to a directed verdict only when reasonable minds can draw only one conclusion from the evidence. Quoting from Collora:

“The task of an appellate court in such a case is to determine whether there is any evidence of probative force to raise fact issues on the material questions presented. The court must consider all of the evidence in the light most favorable to the party against whom the verdict was instructed, discarding all contrary evidence and inferences.” (citations omitted)

But, “the proof to admit a nuncupa-tive will to probate must be of the clearest *563 and most convincing character.” Hargis v. Nance, 159 Tex. 263, 317 S.W.2d 922, 926 (1958). In such cases proof must be made by the testimony of three credible witnesses. Tex.Prob.Code Ann. § 86(c) (1956); and, the testimony of the three witnesses must be in substantial agreement. Hargis v. Nance, supra. It is at this point where the standards for the consideration of the sufficiency of the evidence to require submission to the jury takes a new twist in this type of case. In Hargis v. Nance, supra, Judge Calvert noted that the instruction given by the trial court left it to the jury to determine whether the testimony of the three witnesses was in substantial agreement. He continued:

“That question is one for determination by the judge, as evidently the trial judge in this case realized when he rendered judgment notwithstanding the verdict of the jury. It is one which the judge should and normally will decide at the conclusion of the testimony and before any issue is made for jury determination. Unless the judge finds that at least three witnesses substantially agree on the terms of the will, there is no will, and there is nothing to submit to a jury. Neither is there a jury issue as to the terms of the will if only three witnesses purport to testify thereto and their testimony is in substantial agreement.”

See also 9 Texas Practice, Wills § 367, at 558 (Bailey, 1968).

Proponent relies almost exclusively upon language found in Connor v. Purcell, 360 S.W.2d 438 (Tex.Civ.App.—Eastland 1962, writ ref’d n. r. e.), where a nuncupative codicil was admitted to probate in the district court and the action was affirmed. This case has been criticized by the scholars’ and, indeed, seems to be an aberration. 1 See Hunt v. White, 24 Tex. 643, 653 (1860), where it was held, unequivocally, that there cannot be both a written and a nuncupative will, one which is partly written and partly oral. “It is one or the other; it cannot be both.”

Moreover, we note that the nuncupative will in Connor was declared at 2:40 in the afternoon shortly after the testator had been injured in an accident and taken to the hospital. He died before midnight the same day. (360 S.W.2d at 440-441) As noted earlier, we do not know why King was in the hospital, but we do know that he lived for several weeks thereafter.

We have given careful consideration to the question of the quantum of proof required to establish a submittable case involving a nuncupative will; we have concluded that such case is governed by the rule enunciated in Hargis v. Nance, supra (317 S.W.2d at 926), and that the usual rule epitomized by Collora, supra (574 S.W.2d at 68), is inapplicable. It is for the trial court to first determine, as a question of law, whether the three witnesses agreed “substantially” on the terms of the will.

We must also bear in mind other teachings of our Supreme Court, a few of which are summarized:

1. “[T]he proof to admit a nuncupative will to probate must be of the clearest and most convincing character.” Hargis v. Nance, supra (317 S.W.2d at 926).

2. “Nuncupative wills are not favorites of the law. . . . They are hedged round with numerous restrictions, to guard against the frauds for which oral wills offer so many facilities; and . . . strict proof is required of all the requisites prescribed by the law.” Mitchell v. Vickers, 20 Tex. 377, 384 (1857).

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Bluebook (online)
596 S.W.2d 561, 1980 Tex. App. LEXIS 3074, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dabney-v-thomas-texapp-1980.