Estate of R.H."Jack" Finney,Jr.

424 S.W.3d 608, 2013 WL 4653109, 2013 Tex. App. LEXIS 11273
CourtCourt of Appeals of Texas
DecidedAugust 30, 2013
Docket05-11-01582-CV
StatusPublished
Cited by24 cases

This text of 424 S.W.3d 608 (Estate of R.H."Jack" Finney,Jr.) 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 R.H."Jack" Finney,Jr., 424 S.W.3d 608, 2013 WL 4653109, 2013 Tex. App. LEXIS 11273 (Tex. Ct. App. 2013).

Opinion

OPINION

Opinion by

Justice LANG.

This is an appeal of a probate proceeding arising out of the Estate of R.H. “Jack” Finney, Jr., deceased. In her petition for declaratory judgment, Jean Townsend Gibbs, Finney’s daughter, claimed Amanda Kay Bickley was not entitled to the contractual bequests Finney made to her because she failed to comply with the conditions precedent stated in the will. After a jury trial, the jury found that Bickley complied with the conditions precedent. Gibbs appeals the trial court’s judgment in favor of Bickley.

On appeal, Gibbs raises five issues arguing the trial court erred when it: (1) excluded evidence of lifetime gifts, transfers, benefits, and remuneration that Finney gave Bickley; (2) denied Gibbs’s motion for new trial because Bickley’s jury argument was improper and incurable; (3) overruled Gibbs’s objections to testimony, which she claims violate Texas Rule of Evidence 802; (4) overruled Gibbs’s objections to testimony, which she claims violate (a) Texas Rule of Evidence 601(b), the Dead Man’s Rule, and (b) the Parol Evidence Rule; and (5) denied Gibbs’s motions for judgment notwithstanding the verdict and new trial because there was legally and factually insufficient evidence to support the jury’s answer to question no. 1.

We conclude Gibbs has not shown that the trial court erred when it excluded evidence of lifetime gifts, transfers, benefits, and remuneration that Finney gave to Bickley. Also, we conclude that even if the trial court erred when it overruled Gibbs’s hearsay and parol evidence objections, Gibbs has not shown that the errors were reasonably calculated to cause and probably did cause the rendition of an improper judgment. In addition, Gibbs waived her complaint that the trial court erred when it overruled her objections to testimony that she claims violates the Dead Man’s Rule. Finally, we conclude the evidence is legally and factually sufficient to support the jury’s answer to question no. 1. The trial court’s judgment is affirmed.

I. FACTUAL AND PROCEDURAL BACKGROUND

Finney executed his will on February 18, 2008. He died on January 1, 2010. Paragraph VI of the will included a contractual bequest and stated the following:

*612 The following bequest in my Will, and no other bequest in my Will, is based on a contract. In that contract, AMANDA BICKLEY and I agree that in this Will I would, and I do leave her One Million and xx/100 Dollars ($1,000,000.00) to be paid as set forth below. I further promised that I would leave, and I have left this Will unrevoked.

Paragraph VII of Finney’s -will, specifies the following conditions precedent to Bick-ley receiving the million dollars:

I give, devise, and bequeath AMANDA BICKLEY this property on the express condition that she perform the following acts: reside with and care for me until my death. If AMANDA BICKLEY fails to perform fully according to these promises as of the date of my death, then the provisions of this bequest will not take effect, the gifts of my property described in this and all bequests to AMANDA BICKLEY in this my Last Will and Testament, will lapse, and the property, otherwise bequeathed to AMANDA BICKLEY, I give, devise and bequeath to my daughter JEAN FIN-NEY TOWNSEND [GIBBS]. Except as specified in this bequest, I have entered into no other contract or promise to make any Will or not to revoke any Will.

After Finney’s will was admitted to probate, Gibbs filed a petition for declaratory judgment, alleging that Bickley had not complied with the terms of the contractual bequest. Bickley filed a general denial and asserted affirmative defenses, including waiver and estoppel. The matter was tried before a jury. At the close of evidence, Gibbs moved for a directed verdict, which the trial court denied and the jury was charged. Then, the jury responded affirmatively to jury question no. 1, which states:

Did Amanda Bickley comply with Section VII of [Finney’s] Will?
You are instructed that the intention of the testator must be found, in the last analysis, in the words of the Will. You may consider Jack Finney’s situation, the circumstances existing when the Will was executed, and other material facts existing at the time the Will was executed to determine the sense in which Fin-ney used the words in paragraph VII.

The trial court signed a judgment that awarded Bickley the bequest in Finney’s will. Gibbs filed a motion for new trial, which the trial court denied.

II. EXCLUSION AND ADMISSION OF EVIDENCE

In issues one, three, and four, Gibbs argues the trial court erred when it excluded and admitted certain evidence.

A. Standard of Review

The admission or exclusion of evidence is reviewed under an abuse of discretion standard. See Enbridge Pipelines (E.Tex.) L.P. v. Avinger Timber, L.L.C., 386 S.W.3d 256, 262 (Tex.2012). A judgment will not be reversed based on the admission or exclusion of evidence unless the appellant establishes that (1) the trial court’s ruling was in error and (2) the error was reasonably calculated to cause and probably did cause the rendition of an improper judgment. See McCraw v. Maris, 828 S.W.2d 756, 757 (Tex.1992). When reviewing whether evidence was properly admitted or excluded, the appellate court must review the entire record. See State v. Central Expressway Sign Assocs., 302 S.W.3d 866, 870 (Tex.2009); Tex. Dep’t of Transp. v. Able, 35 S.W.3d 608, 617 (Tex.2000).

Reversible error does not usually occur in connection with evidentiary rulings unless the appellant demonstrates the *613 whole case turned on the particular evidence excluded or admitted. Dudley v. Humana Hosp. Corp., 817 S.W.2d 124, 126 (Tex.App.-Houston [14th Dist.] 1991, no writ). However, “[I]t is not necessary for the complaining party to prove that ‘but for’ the exclusion of evidence, a different judgment would necessarily have resulted.” McCraw, 828 S.W.2d at 758. The complaining party must only show “that the exclusion of evidence probably resulted in the rendition of an improper judgment.” McCraw, 828 S.W.2d at 758. The exclusion or admission is likely harmless if the evidence was cumulative, or the rest of the evidence was so one-sided that the error likely made no difference in the judgment. Reliance Steel & Aluminum Co. v. Sevcik, 267 S.W.3d 867, 873 (Tex.2008). If erroneously admitted or excluded evidence was crucial to a key issue, the error is likely harmful. Reliance Steel, 267 S.W.3d at 873.

B. Exclusion of Gift Evidence

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Bluebook (online)
424 S.W.3d 608, 2013 WL 4653109, 2013 Tex. App. LEXIS 11273, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-rhjack-finneyjr-texapp-2013.