Fox v. Amarillo National Bank

552 S.W.2d 547, 1977 Tex. App. LEXIS 3008
CourtCourt of Appeals of Texas
DecidedMay 23, 1977
Docket8771
StatusPublished
Cited by3 cases

This text of 552 S.W.2d 547 (Fox v. Amarillo National Bank) 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
Fox v. Amarillo National Bank, 552 S.W.2d 547, 1977 Tex. App. LEXIS 3008 (Tex. Ct. App. 1977).

Opinion

REYNOLDS, Justice.

Admitted to probate was the latest dated will of the decedent. As contestants of that will and proponents of an earlier will, the appellants contend that the trial court committed errors of such a substantive nature as to require reversal. We do not find that error has been presented. Affirmed.

Norah B. Craig, a widow whose two sons predeceased her, died 12 March 1976 at the age of 93. She had executed a will on 14 November 1974 and one on 24 May 1975 revoking, by each, all prior wills made by her. Each will established a trust for the benefit of her employee, Estella F. Billing-ton, for her lifetime, and provided for the distribution of assets for religious, charitable and educational purposes.

Grady L. Fox was named the independent executor of the 14 November 1974 will, and he applied for its admission to probate. Amarillo National Bank was designated as independent executor of the 24 May 1975 will, and the bank offered that will for probate.

Fox, joined by Billington, opposed the bank’s application for probate of the 1975 will on the grounds that Mrs. Craig lacked the requisite mental capacity to execute the latest will and that its execution was the result of undue influence. The bank, joined by Boys Ranch Foundation, Presbyterian Home for Children, King’s Manor Methodist Home, Inc., and the Methodist Home, opposed the probate of the 1974 will. These latter entities, referred to as charitable organizations, also joined the bank in proposing probate of the 1975 will.1 Because the contests pertained to probate of wills providing for charitable purposes, the Attorney General of Texas was served and entered his appearance as a necessary party pursuant to Vernon’s Ann.Civ.St. art. 4412a(2)(d) (1976).

*549 The proceedings were consolidated in the district court. The court, hearing the matters sans jury, rendered judgment admitting the 1975 will to probate and denying the application for probate of the 1974 will. Fox and Billington have appealed, advancing twenty-six points of error grouped into three categories.

The first two points are the complaints of appellants Fox and Billington that the court erred in holding the charitable organizations had such interests under the 1975 will as to entitle them to propose it for probate and to oppose the 1974 will. Thereunder, it is argued that none of the charitable organizations possessed the degree of interest required by the various sections of the Texas Probate Code (1956) to propose or oppose the respective wills, and that their presence “in this lawsuit as parties serves no purpose other than to bolster the position of Amarillo National Bank of Amarillo, Texas and jeopardize the position and rights of” Fox and Billington. The record does not show that the complaints were preserved for appellate review, but, in any event, error is not presented.

Appellants do not identify the portion of the record giving rise to these complaints; therefore, we assume they have reference to their pretrial written motion, which is included in the transcript, requesting the court to require all appellees to establish in limine such an interest under the 1975 will as to entitle them, and each of them, to oppose the 1974 will and to propose the 1975 will for probate. However, the transcript, which is certified to contain true and correct copies of all proceedings as directed by counsel, one of whom requested inclusion of “all . . . orders,” does not show any ruling endorsed on the motion or any order entered with respect to the motion.

It is axiomatic that in order to complain of a ruling made by the trial court, it is necessary to demonstrate that the ruling was made. Absent a showing of the pretrial ruling, it cannot be contended on appeal that the trial court erred in this respect, 3 Tex.Jur.2d, Rev., App & Err — Civil Cases § 99, for the record on appeal is binding. Ray v. Gage, 269 S.W.2d 411, 414 (Tex.Civ.App.—Fort Worth 1954, writ ref’d n. r. e.).

Even crediting appellees’ statement, which also is not referenced to any portion of the record, that the court, after a pretrial hearing, overruled appellants’ motion and held the charitable organizations to be proper parties, we would not be able to declare that the ruling is erroneous. The appellate record does not contain a report of the evidence heard by the trial court and, in the absence of that evidence, we are not in a position to determine the propriety of the court’s ruling. Spring Branch Independent School District v. Lilly White Church, 505 S.W.2d 620, 622 (Tex.Civ.App.—Houston [1st Dist.] 1973, no writ).

Beyond that, although Mrs. Craig’s 1975 will does not designate the appellee charitable organizations by name, the will provides that her property, including that remaining from the trust for the lifetime of Estella F. Billington, shall pass and vest under the provisions of one of her deceased son’s probated will. These provisions of the son’s will create a foundation, with Gertrude Craig as primary trustee, for religious, charitable and educational purposes, and three of the four appellee charitable organizations are specifically named as beneficiaries. In matters of joinder and misjoinder of parties, the trial court has broad discretion, particularly if the situation admits of doubt. Royal Petroleum Corporation v. Dennis, 160 Tex. 392, 332 S.W.2d 313, 317 (1960). Thus, in the trial before the court, we cannot say, from the bare charge that the presence of the charitable organizations as parties bolstered the bank's position and jeopardized the rights of appellants, that the court abused its discretion.

Moreover, the mere charge is not sufficient, without more, to show that the court’s ruling, if actually made, was reasonably calculated to cause and probably did cause the rendition of an improper judg *550 ment. Rule 434. 1 Accordingly, the first two points do not present error.

The 24 May 1975 will, which was not self-proved by affidavits of the form and contents provided in V.A.T.S. Probate Code, § 59 (Supp.1976), 2 was before the court. The name Norah B. Craig is signed thereto. Appearing immediately thereafter, over the signatures and addresses of the attesting witnesses, Billie Dormiré and Gertrude Craig, is this attestation clause:

The above instrument was now here published as her Last Will and signed and subscribed by NORAH B. CRAIG, the testatrix, in our presence, and we, at her request, in her presence and in the presence of each other, sign and subscribe our names as attesting witnesses.

Both of the attesting witnesses, each of whom was over fourteen years of age, and other witnesses testified.

By their points of error three through eighteen, inclusive, appellants attack the evidentiary bases for the findings necessary to admit the 1975 will to probate.

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552 S.W.2d 547, 1977 Tex. App. LEXIS 3008, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fox-v-amarillo-national-bank-texapp-1977.