Dominguez v. Duran

540 S.W.2d 567, 1976 Tex. App. LEXIS 3047
CourtCourt of Appeals of Texas
DecidedAugust 5, 1976
Docket16725
StatusPublished
Cited by3 cases

This text of 540 S.W.2d 567 (Dominguez v. Duran) 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
Dominguez v. Duran, 540 S.W.2d 567, 1976 Tex. App. LEXIS 3047 (Tex. Ct. App. 1976).

Opinion

EVANS, Justice.

This will contest was instituted by John G. Duran, Jr. and Jerry Lee Duran, a minor, to set aside the probate of the will of their father, John Duran, Sr. on the grounds of lack of testamentary capacity and undue influence. The proponents of the will, defendants below, were Rupert Dominguez, testator’s nephew, and Fred Duran, a brother of the testator.

The case was submitted to a jury which rendered a verdict in favor of the contestants, finding both lack of testamentary capacity and undue influence. The trial court set aside the finding of undue influence and rendered judgment in favor of the contestants on the jury’s finding of lack of testamentary capacity. The proponents of the will have perfected this appeal, contending that the evidence is legally and factually insufficient to support this finding of the jury.

John Duran, Sr. died in April 1974 at 72 years of age. Under the terms of his will, which was executed on May 13, 1968, the testator left his entire estate to the proponents and disinherited the contestants who were the natural children of his marriage to Matilda Duran.

Since this is a suit to set aside the probate of a will, the burden rested upon the contestants to establish by preponderance of the evidence that the testator did not have testamentary capacity at the time the will was executed. Chambers v. Winn, 137 Tex. 444, 154 S.W.2d 454, 456 (1941).

The contestants called one medical witness, Dr. Stanley E. Thompson, a practicing physician of some 23 years’ experience, who had treated the testator on a number of occasions between October 1965 and the time of his death in 1974. Using office records and hospital records, Dr. Thompson testified that the testator had suffered cerebral thrombosis (a stroke) in September 1966; that in December 1966 the doctor had noted a personality change in the testator, who had become belligerent over the preceding few months and had difficulty getting along with his family. X-rays taken in December 1966, during the testator’s hospitalization, showed that he suffered from arteriosclerosis which, the doctor explained, causes hardening of the arteries and often precedes a stroke or heart attack. According to Dr. Thompson’s testimony, aging people frequently have what is termed chronic brain syndrome and are unable to think clearly because the blood supply to the brain is impaired. Some persons recover from this condition and some get worse. It was Dr. Thompson’s opinion that the testator’s mental condition was impaired at the time he executed his will in May 1968 and that he had suffered a gradual physical and mental deterioration from the time of his stroke to the time that he made his will. Dr. Thompson did not say just how far the testator’s mental deterioration had advanced in May 1968, but stated that, in his opinion, the testator probably would not then have known the extent and nature of his properties or understood the import of business transactions in which he might then have been engaged. In response to further questioning, Dr. Thompson stated his opinion that the testator would have been able to identify and distinguish his children from other relatives or acquaintances, but that testator would not have *569 been able to understand business documents “to their fullest capacity.”

The proponents contend that Dr. Thompson’s testimony lacks probative force because his opinion is not supported by sufficient factual grounds. They argue that his opinion was admittedly based upon his “vague recollection” of the testator and from a review of his records and that the doctor was unable to give specific factual recollections as to the testator’s mental capacity after the incidence of the stroke. The proponents call attention to the doctor’s recorded notes in 1967 and 1968, indicating that the,testator was then “doing well,” and to the absence of any recorded entry during those years concerning the testator’s lack of mental capacity.

It is evident that Dr. Thompson was treating the testator for physical, rather than mental disorders during the period of time following his hospitalization. The doctor’s entries regarding the testator’s condition primarily had reference to the physical ailments for which he was being treated. The doctor’s observations of the testator after his stroke in 1966 tend to substantiate his testimony that the testator’s mental condition continued to deteriorate over the years. The doctor prescribed thorazine for the testator in November 1966, October 1967 and July 1968. This drug, a tranquilizer, was often used for aging people with personality changes and for those having difficulty in remembering. Dr. Thompson testified that the drug calmed the patient down and in many older people it helped clear their minds so they could think a little better.

The testimony of Dr. Thompson was admissible evidence of probative force on the issue of the testator’s mental incapacity at the time of the making of his will. Chambers v. Winn, supra. His observations made from recollection and by reference to his records constituted a sufficient factual basis for the expression of an opinion as to whether the testator was mentally capable of intelligently transacting business at the time in question. McDaniel v. Willis, 157 S.W.2d 672 (Tex.Civ.App.—San Antonio, 1941, writ ref’d).

The mother of contestants, Matilda (Duran) Pena, testified that she and the testator had married in 1949 and lived together until their separation in November or December 1967. The testator could not read or write the English or Spanish language, but he had been a successful business man. He had owned and operated his own farm, where they lived, and had also owned business property and a store in town. He was a good father, a good husband and treated his family “real nice.” Mrs. Pena testified that her husband seemed to change after his stroke; at times he was angry and at times he cried. She saw him on about five occasions after their separation and he looked “sick, real sad eyed.” He would say one thing and then in a minute or so would change it; “sometimes you could make no sense out of what he was saying or what he was doing.” It was her opinion that at the time of the execution of his will, he would not have understood its import and would not have known or understood the nature and extent of his properties or the natural objects of his bounty.

The testimony of other witnesses called by the contestants was to similar effect.

Manuel Duran, a brother of the testator, said his brother became emotionally upset after his separation and that he was “mentally deteriorating.”

Esther Rodriguez, a daughter of Matilda Pena by a prior marriage, had lived with her mother and the testator on their farm prior to the time she married and moved away. She subsequently stayed with the couple for a two-week visit in the fall of 1967, and said that on that occasion the testator was not the same person as she had previously known. He was then sick, depressed, crying and would forget things. On one occasion the testator had a gun and said he was going to kill himself; however, she was able to get the gun away from him.

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Bluebook (online)
540 S.W.2d 567, 1976 Tex. App. LEXIS 3047, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dominguez-v-duran-texapp-1976.