Estate of Carrie Mae Glenn

CourtCourt of Appeals of Texas
DecidedNovember 30, 2006
Docket02-05-00380-CV
StatusPublished

This text of Estate of Carrie Mae Glenn (Estate of Carrie Mae Glenn) 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
Estate of Carrie Mae Glenn, (Tex. Ct. App. 2006).

Opinion

                                      COURT OF APPEALS

                                       SECOND DISTRICT OF TEXAS

                                                   FORT WORTH

                                                 NO. 2-05-380-CV

ESTATE OF CARRIE MAE GLENN, DECEASED

                                                       ------------

                   FROM PROBATE COURT NO. 2 OF TARRANT COUNTY

                                      MEMORANDUM OPINION[1]


Appellants William and Paula Glenn appeal from a jury verdict that they conspired to convert and William did convert three checks from Carrie Mae Glenn.  In five issues on appeal, William and Paula argue that (1) the evidence is legally insufficient to support the jury=s verdict, (2) the evidence is factually insufficient to support the jury=s verdict, (3) the trial court applied the wrong burden of proof, (4) the trial court erred by excluding certain evidence, and (5) the trial court erred by concluding that the issue of Carrie=s mental capacity was tried by consent and, as a result, the trial court improperly gave Appellee administratrix Lisa H. Jamieson leave to amend her pleadings during trial.  Because we hold that the evidence presented at trial was legally and factually sufficient, that the trial court did not err in its allocation of the burden of proof, that the trial court did not abuse its discretion by excluding the testimony of Vicky Meyer, and that the error, if any, in allowing the administratrix to amend her pleadings was harmless, we affirm.

Facts

Three checks, all payable to Carrie, are at issue in the instant suit:  a $33,871.40 cashier=s check from First Union Bank (Acheck one@); a $80,000 cashier=s check from Region=s Bank (Acheck two@); and a $57,017.49 check (Acheck three@), the proceeds from the sale of Carrie=s house.  The events relating to the cashing of these three checks are relevant to the jury=s findings that Carrie did not make a gift of any of these checks to William or Paula, and that William and Paula conspired to convert and William did convert the proceeds of these checks.


Carrie died on February 26, 2002, at the age of ninety-seven.  Her will named William as executor of her estate.  William=s wife Paula was not named in the will.  Carrie had no children of her own but had raised William=s father, and William and his siblings referred to her as AAunt Carrie@ and considered her a grandmother.  In 1998, Carrie=s will contained specific bequests of money totaling more than $254,000.00 to William, his siblings, and others.

In 2000, at Carrie=s request, William moved Carrie from her home in Augusta, Georgia, to his home in Colleyville, Texas.  He later moved her to a nursing home when he felt he could no longer adequately care for her.

Before leaving Georgia, William took Carrie to First Union Bank, one of her two banks, where he helped her close her account and obtain check one.  They also made arrangements with Carrie=s other bank, Regions Bank, for the remainder of her money ($80,000.00) to be sent to William=s home in the form of a cashier=s check (check two).


On August 15, 2000, shortly after returning to Texas with her, William took Carrie to his Fort Worth bank, OmniAmerican Credit Union, where William opened a certificate of deposit (ACD@) in his name, funded with check one (ACD 1@).  Carrie was not made a beneficiary of this CD.  The parties dispute whether this account was or should have been jointly owned by William and Carrie.  The application form filled out to open the CD, which William signed, identified Carrie as William=s mother and noted that the CD was to be issued in their joint names.  The OmniAmerican employee who opened the CD for William and Carrie testified by deposition that the CD was issued in both names at Carrie=s request.  William claimed at trial that Carrie had given him the check, but that the bank employee used Aan improper form,@ and that Carrie owned no part of the CD.  The physical certificate mailed to William=s home lists his name only.  The bank records introduced at trial do not explain why, if the application form listed joint owners, the CD ultimately listed only William=s name.

Next, check two arrived at William=s house, and on August 29, 2000, William returned to OmniAmerican, where William used the check to purchase in his name a $70,000.00 CD (ACD 2@).  This CD lists Carrie as a beneficiary but not as a joint owner.  The remaining $10,000.00 from check two was converted into a cashier=

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