Garton v. Rockett

190 S.W.3d 139, 2005 WL 3494962
CourtCourt of Appeals of Texas
DecidedApril 25, 2006
Docket01-04-01037-CV
StatusPublished
Cited by19 cases

This text of 190 S.W.3d 139 (Garton v. Rockett) 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
Garton v. Rockett, 190 S.W.3d 139, 2005 WL 3494962 (Tex. Ct. App. 2006).

Opinion

OPINION

TERRY JENNINGS, Justice.

Appellant, Sid Garton (“Sid”), challenges the trial court’s entry of a judgment notwithstanding the verdict in favor of appel-lees, Linda Poe Rockett, Belinda Baker, Jake Bennett, Mary Brigman, Johnny Poe, Bryan Wallen, Mark Poe, and Scott Baker, in a will contest regarding the Estate of Cullen Benton Poe III (“Cullen”). In four issues, Sid contends that the judgment notwithstanding the verdict should be reversed and a judgment consistent with the jury’s verdict should be rendered because there was more than a scintilla of evidence to support the jury’s findings that (1) the purported will was executed by Cullen with all the formalities and solemnities to make it a lawful and valid will; (2) the contents of the purported will were substantially proved by the testimony of a credible witness who had read the will or heard it read; (3) Cullen did not revoke the purported will; and (4) Sid filed the proceeding to probate the purported will in good faith and with just cause. We affirm in part and reverse and remand in part.

Factual and Procedural Background

Cullen, a Houston attorney who was engaged in the general practice of law, died on July 23, 2003 in Houston, Texas. Cullen did not have a spouse, children, or parents at the time of his death. After Cullen’s death, Sid filed a “Third Amended Application to Probate Copy of Will Not *141 Produced in Court,” stating that Cullen owned property of “probable value” in excess of $200,000, that Cullen left a valid written will that was never revoked, that the will “apparently was altered to change the date on the will to reflect a later year of execution of 1994,” that the alteration was of “no effect and [was] not a part of the will offered for probate,” that Sid was unable to locate the original will, that the will named Sid as independent executor, and that the will was “self-proved.” The application listed a number of legal heirs, including the appellees, “who would inherit in the absence of a valid will.”

Page one of the copy of the will attached to Sid’s application stated, “I hereby give, devise and bequeath unto my cousin, ‘KITTY’ CATHERINE FRANCES GARTON, all of the property that I may die seized and possessed of....” Page one of the copy of the will further stated, “I hereby appoint SID GARTON Independent Executor of this my will .... ” The purported signature of Cullen appears at the bottom of page one of the copy of the will.

Page two of the copy of the will provided

IN TESTIMONY WHEREOF, I have hereunto set my hand this the 29th day of August, 1994 in the presence of J.H. Gray and William E. Davidson, who attest same as witnesses at my request, and I do declare to them that this is my Last Will and Testament. 1

The purported signature of Cullen appears below this paragraph. Page two also contained the following attestation clause:

The above instrument was here now subscribed by Cullen B. Poe, Testator, in our presence, and we, at his request, and in his presence and in the presence of each other sign our names hereto as attesting witnesses.

The purported signatures of Gray and Davidson, along with Gray’s and Davidson’s addresses, appear under this attestation clause.

A copy of a two-page affidavit, attached to the copy of the will, stated

BEFORE ME, the undersigned authority, on this day personally appeared CULLEN B. POE, J.H. Gray and William E. Davidson, known to me to be the Testator and the witnesses, respectively, whose names are subscribed to the annexed and foregoing instrument, in then-respective capacities, and all of said persons being by me first duly sworn the said CULLEN B. POE, the Testator, declared to me and to the said witnesses, in my presence, that said instrument is his Last Will and Testament, and that he had willingly made and executed the same as his free act and deed, for the purpose therein expressed; and the same witnesses, each on his oath, stated to me, in the presence and hearing of the said Testator, that the Testator had declared the same to them, and that he had éxecuted the same as such, and wanted each of them to sign the same as witnesses, in the presence of the Testator, and at his request; and he was at that time nineteen (19) years of age or over and was of sound mind; that each of said witnesses was then at least fourteen (14) years of age. 2

The purported signatures of Cullen, Gray, and Davidson appear under this affidavit. The second page of the copy of the affidavit provided

*142 SUBSRCIBED and ACKNOWLEDGED BEFORE ME by the said CULLEN B. POE, Testator, and SUBSCRIBED AND SWORN TO BEFORE ME by the said J.H. Gray and William E. Davidson, witnesses, on this the 29th day of August, 1994. 3

The purported signature of Virginia Atchi-son, as “Notary Public in and for Harris County, Texas,” appears below this paragraph.

Appellees filed a contest to the probate of the copy of the will on the grounds that it was not executed with the required formalities and solemnities and because the will was not self-proved. The appellees also alleged that Sid did not present the application for probate in good faith and with just cause.

The case was tried to a jury. Sid testified that he met Cullen, a relative of his wife, Kitty, in the 1970s. Sometime in the 1990s, Cullen told Sid that he did not want his uncles, Mack and Joe Ellison, who Cullen had nicknamed “snake in the grass one” and “snake in the grass two,” to inherit his property because of a prior dispute over another family member’s estate; rather, Cullen told Sid that he intended to leave his property to Kitty and that he wanted Sid to be in charge of his estate. The day before Cullen died, Cullen called Kitty and Sid, and they spoke about Cullen’s health problems. During this conversation, Cullen told Kitty that he had a will in his desk drawer, that he wanted Sid to be “in charge” of his property, and that he was coming to Tyler to visit Sid and Kitty and to see a heart doctor during the coming weekend. Cullen died the following day.

After learning of Cullen’s death, Sid and Kitty looked for the original will at Cullen’s office, home, and mobile home, but could not find it. Cullen’s office and home appeared ransacked. Two weeks after Cullen’s death, Kitty checked their post office box and found an envelope postmarked July 22, 2003, which contained a copy of the will at issue. Sid, who was familiar with Cullen’s signature, identified the testator’s signature on the copy of the will as being that of Cullen.

Jack Gray, a lawyer and a friend of Cullen, testified that he knew that Cullen had nicknamed one of his uncles “the snake in the grass” and that Cullen had previously told him that his uncles were trying to “steal” the estate of another family member. At some point before 1978, Gray shared a law office with Cullen and Davidson, and they frequently witnessed wills for each other. Atchison worked in them office, and it was common for her to notarize wills.

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Cite This Page — Counsel Stack

Bluebook (online)
190 S.W.3d 139, 2005 WL 3494962, Counsel Stack Legal Research, https://law.counselstack.com/opinion/garton-v-rockett-texapp-2006.