Evans v. Allen

358 S.W.3d 358, 2011 WL 5104360
CourtCourt of Appeals of Texas
DecidedFebruary 2, 2012
Docket01-10-00766-CV
StatusPublished
Cited by12 cases

This text of 358 S.W.3d 358 (Evans v. Allen) 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
Evans v. Allen, 358 S.W.3d 358, 2011 WL 5104360 (Tex. Ct. App. 2012).

Opinion

OPINION

EVELYN V. KEYES, Justice.

Appellant Ollie L. Evans filed a will contest seeking to set aside the order admitting the December 22, 2006 will of decedent William Vincent Vinson to probate. The trial court directed a verdict in favor of Betty J. Allen, the independent executor of Vinson’s estate, on the ground that the statute of limitations barred Evans’s will contest. In two issues, Evans contends that (1) the trial court erred in granting the directed verdict on the basis of limitations, and (2) Allen was judicially estopped from seeking to probate the December 22, 2006 will because Allen had previously been appointed Vinson’s permanent guard *361 ian and the probate court did not restore his capacity before his death.

We affirm.

Background

William Vinson executed a self-proving will on March 1, 2006 (the “First Will”)- 1 In this will, Vinson devised his estate in equal shares to his niece, Ollie Evans, and his great-niece, Aisha Evans. Vinson named Aisha as independent executor and named Ollie as contingent independent executor.

Due to Vinson’s continuing severe health problems, Aisha, Ollie, and Allen, who is Ollie’s sister, initiated guardianship proceedings. On September 27, 2006, the Probate Court Number 4 of Harris County issued an order appointing Allen as the permanent guardian of Vinson’s person and estate. The order stated that the court found, by clear and convincing evidence, that Vinson was “an incapacitated person.” The order also recited that the court found, by a preponderance of the evidence, that Vinson “lacks the capacity to do some, but not all, of the tasks necessary to care for himself or to manage his property.” Although the order again stated that Vinson “lacks the capacity to do some, but not all tasks as more specifically set out below,” it did not specify which tasks Vinson lacked the capacity to undertake.

On December 22, 2006, while he was still under guardianship, Vinson executed a second self-proving will (the “Second Will”), which revoked the First Will. The Second Will contained specific gifts to Tijuana Campbell, Vinson’s great-granddaughter, Allen, and Shatara Allen, Allen’s daughter. Vinson devised the remainder of his estate to Allen and Shatara in equal shares. This will also included the following clause:

It is my clear intention that no property whatsoever, of any type or kind, is to be given to Ollie L. Evans or Aisha Z. Evans of Houston, Texas. Ollie L. Evans and Aisha Z. Evans are expressly prohibited from inheriting by any means from my estate, real or personal, of whatsoever kind, seized and possessed, and wheresoever situated.

This will named Allen as the independent executor of Vinson’s estate.

Vinson died on January 18, 2007, and Allen filed an application to probate the Second Will and to issue letters testamentary. On February 28, 2007, the Probate Court Number 1 of Harris County signed an order admitting the Second Will to probate and authorizing the issuance of letters testamentary to Allen. Allen subsequently qualified as independent executor.

On July 2, 2009, more than two years after the trial court admitted the Second Will to probate, Evans filed an application to probate the First Will and a will contest seeking to set aside the order admitting the Second Will to probate. Evans alleged that the Second Will should be set aside “because it was fraudulently obtained and/or forged” and because Vinson lacked testamentary capacity to execute a will on December 22, 2006, due to the ongoing guardianship. Evans further alleged that she timely filed the contest because the statute of limitations did not begin running until December 15, 2007, the date she alleged that Allen served her with an original petition to recover estate assets. She contended that this date was the first time she learned (1) that the Second Will exist *362 ed, (2) that it had been admitted to probate, and (3) that Allen had been named independent executor of Vinson’s estate.

In response to Evans’s will contest, Allen asserted the affirmative defense of limitations and argued that the contest was untimely because it was not filed within the two-year statute of limitations pursuant to Probate Code section 93, which generally requires will contests to be brought within two years of the date the will is admitted to probate. Allen additionally argued that Evans alleged no factual basis to support the application of the fraud or forgery exceptions to the general statute of limitations.

On July 14, 2010, the trial court held a brief pretrial conference with the parties. When discussing why the trial court denied Evans’s previously filed motion for summary judgment, the court stated that it could not reach the issue of Vinson’s testamentary capacity to execute the Second Will because the statute of limitations had expired and the only exceptions were for forgery or fraud and “there is no discovery rule for testamentary capacity.” The court also expressed its opinion that Evans could not utilize the discovery rule because she had constructive notice that the Second Will had been admitted to probate, and, thus, the statute of limitations began running on that date.

The trial court held a bench trial on July 19, 2010. The court granted a directed verdict in favor of Allen, concluding that the discovery rule does not apply to questions of testamentary capacity and, therefore, the statute of limitations bars her will contest. The court allowed Evans’s counsel to make a bill of exceptions, during which he called Evans, Allen, and Allen’s attorney to testify. Evans testified that she did not know that the Second Will existed until Allen served her with a petition claiming that Evans owed money to Vinson’s estate. Allen testified that she was Vinson’s guardian, that she had participated in the guardianship proceedings, that she never asked the probate court to restore Vinson’s capacity before he died, and that Vinson’s capacity had not been restored by the court at the time he executed the Second Will. Allen’s attorney also testified that no court proceedings restoring Vinson’s capacity ever occurred.

The trial court subsequently signed a final judgment denying Evans’s will contest and ordering that Evans take nothing. At Evans’s request, the trial court then issued the following findings of fact:

1. The Deceased, William Vinson (“Decedent”), executed a Last Will and Testament on December 22, 2006 [that] appointed Betty Allen as his Independent Executrix.
2. Mr. Vinson passed away on January 18, 2007, and an Application to Probate his Will was filed on January 30, 2007.
3. On February 28, 2007 this Probate Court entered an Order Probating Will [and] Authorizing Letters Testamentary, and issued Letters Testamentary to Betty J. Allen as the independent executrix of Mr. Vinson’s estate. There was no contest to the will on file at that time.
4. On or about April 13, 2007 Ollie L. Evans (“Contestant”) received direct notification of Betty Allen’s appointment as executrix and the probating of the December 2006 Will along with a demand for release of assets and property belonging to the Estate of William Vinson.

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358 S.W.3d 358, 2011 WL 5104360, Counsel Stack Legal Research, https://law.counselstack.com/opinion/evans-v-allen-texapp-2012.