Davidson v. Gray

97 S.W.2d 488
CourtCourt of Appeals of Texas
DecidedOctober 9, 1936
DocketNo. 1582.
StatusPublished
Cited by17 cases

This text of 97 S.W.2d 488 (Davidson v. Gray) 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
Davidson v. Gray, 97 S.W.2d 488 (Tex. Ct. App. 1936).

Opinion

FUNDERBURK, Justice.

J. M. Hefley, unmarried and over 80 years of age, made a will in 1930, leaving his estate, of the probable value of $10,000, to thfe Odd Fellows Orphans’ Home at Corsicana, Tex., with the exception of $500 to the local Odd Fellows Lodge at Wellington, Tex., of which he was a member. Subsequently, in: July, 1933, he made another will in Dallas, Tex., providing substantially for the same disposition of his property made in said prior will, except omitting the $500 to the local lodge at Wellington, of which he had then ceased to be a member. In April, 1934, he became ill and was taken to West Side Hospital in Breckenridge, Tex., where, after some weeks, he died. Within eight days after he entered the hospital he made a new will, leaving all his property to the said West Side Hospital. This was not a charitable institution, but was operated for profit and the convenience of doctors who owned it. Three days later, he made still another will, dated April 20, 1934, which -was witnessed in part by the same parties who witnessed the first hospital will. By this last will he left $1,000 to Dr. Kessler, one of the owners of said hospital, and the remainder of his estate to the children of Carrie Gray, a niece of the testator. The children of Carrie Gray were related to the attorney drawing the will. ' '

After Hefley’s death, T. W. Davidson, the executor named in the will of July, 1933, executed in Dallas, made application to probate said will. Carrie Gray contested the application. To show an interest entitling her to contest the probate of the will she alleged, among other things, that a new and different will had been made in which she was named as beneficiary. Upon hearing the contest, the county court admitted the will, offered by the proponent Davidson, to probate. Carrie Gray, the contestant, appealed to the district court. Thereafter Carrie Gray filed an application in the probate court to probate the second and last will made in the hospital. T. W. Davidson appeared and contested the application, pleading, among other things, that the matter .had been adjudicated in the first mentioned probate proceeding. From a judgment denying probate of this will, Carrie Gray appealed to the district court.

In the district court, over the objection of the said T. W. Davidson, the two ap *490 pealed actions were consolidated. Upon the trial of the consolidated actions judgment was rendered denying probate of the will offered by Davidson and admitted to probate the will offered by Mrs. Carrie Gray. T. W. Davidson has appealed.

Appellee makes certain objections to consideration of appellant’s brief. None of them are regarded as presenting questions warranting our refusal to consider the brief, and the questions presented are not thought to be of sufficient interest to require discussion. The objections are therefore without further comment overruled.

Appellant presents his contentions under six propositions. Only the. third and sixth propositions are believed to be sufficiently meritorious to require more than very brief discussion.

The first proposition is: “Where an aged man, an old bachelor, had for many years maintained a declared and fixed purpose of leaving his estate to. an orphans’ home of an institution of which he was a member and which orphanage he visited and inspected and in favor of which he had while in health made his will, and when in extreme age during his last illness and in a weakened senile condition he makes within the space of three days two other wills, naming new beneficiaries, some of whom are strangers, all of whom are those at his bedside, there arises a presumption of an absence of mental capacity or of fraud or of undue influence.” It is not clear what act or ruling of the court is claimed to have been erroneous and constitutes the basis of this proposition. No reference is made to the assignments of error. The only assignment of error to which it could have any reference would be the eleventh assignment. It is not clear whether that assignment complains of error based upon the want of evidence or of the insufficiency of evidence as regards the distinction between the two discussed in Hall Music Co. v. Robertson, 117 Tex. 261, 1 S.W.(2d) 857. The statement in the assignment of error that the “evidence is so conclusive and overwhelming that the judgment of the trial court should be reversed and judgment rendered for the proponent” indicates appellant’s construction to be that he was raising a question of no evidence, since otherwise this court, upon reversing the judgment, could not render judgment for the proponent, but could only remand the case for a new trial. Be that as it may, the proposition is at least dependent upon the evidence showing conclusively that the testator, at the time he made the will under attack, was in a “senile condition.” Assuming that by “senile condition”, is meant the want of testamentary capacity, which would be necessary for the proposition to be good, the conclusion is inescapable that there was ample evidence to support a finding by the trial judge that the testator was possessed of sufficient testamentary capacity. If it be granted that the facts enumerated would create one or more of the presumptions stated, such presumptions would not be conclusive, but rebuttable. Issues of fact were raised by the evidence. The case was tried without a jury. The trial judge filed no conclusions of fa.ct and law, and it is therefore necessary that we presume that every fact in support of the judgment was found which there was evidence to warrant.

The second proposition is: “Where under circumstances set forth in the first proposition a sick man signs a purported will under representations that it is a copy of his old will with only a slight change there arises a presumption of fraud and undue influence.” This proposition is not supported by the record. The undisputed evidence did not show that the will was induced by “representa-, tions that it is a copy of his old will with only a slight change.” There was evidence to that effect; but there was evidence to justify a finding that such was not the fact. The same principle discussed above requires the overruling of this proposition.

By the fourth proposition it is insisted that Dr. Kessler, to whom the will devised $1,000, was not qualified to testify to a conversation had with the deceased with reference to making and executing of the purported will even though he had filed a disclaimer of any interest under the will. If Dr. Kessler is to be properly regarded as a party to the probate action, a question we find it unnecessary to determine, it is our opinion that his formal disclaimer of any interest under the will and declaration that he would not receive the bequest to him, had the effect of eliminating him as a party to the action and removing any disqualification which otherwise he might have had. Markham v. Carothers, 47 Tex. 21; Mayfield v. *491 Robinson, 22 Tex.Civ.App. 385, 55 S.W. 399; Richards v. Hartley (Tex.Civ.App.) 194 S.W. 478; Oury v. Saunders, 77 Tex. 278, 13 S.W. 1030; Posey v. Varnell (Tex.Civ.App.) 60 S.W.(2d) 1057; Al-britton v. Commerce Farm Credit Co. (Tex.Civ.App.) 9 S.W.(2d) 193, and authorities therein cited.

The fifth proposition based upon the action of the court in excluding testimony to show that testator’s kinfolks who were beneficiaries in the will were financially well-off and not in need or distress, is likewise not supported by the record.

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97 S.W.2d 488, Counsel Stack Legal Research, https://law.counselstack.com/opinion/davidson-v-gray-texapp-1936.