Howard Hughes Medical Institute v. Neff

640 S.W.2d 942
CourtCourt of Appeals of Texas
DecidedAugust 5, 1982
DocketC2836
StatusPublished
Cited by15 cases

This text of 640 S.W.2d 942 (Howard Hughes Medical Institute v. Neff) 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
Howard Hughes Medical Institute v. Neff, 640 S.W.2d 942 (Tex. Ct. App. 1982).

Opinion

JAMES, Justice.

This is an appeal from a judgment of the probate court of Harris County, denying and dismissing an application for probate of either of two alleged wills of Howard Ro-bard Hughes, Jr. The application was filed by the Howard Hughes Medical Institute (hereafter HHMI or appellant) as the principal beneficiary of a lost will supposedly executed sometime between 1953 and 1963 or as the intended beneficiary or beneficiary under the cy pres doctrine of a lost will allegedly dated and executed on May 30,1925. The State of Texas and the court-appointed attorney ad litem for unknown heirs, appellees herein and contestants in the court below, moved for a hearing in limine to require that HHMI prove its standing as a party interested in the Hughes estate. Contestant Neff, the executor of an aunt of Hughes, filed a motion for summary judgment. Contestants McIntyre and Bond, a cousin of Hughes and the executor of the estate of a cousin of Hughes, respectively, also filed a joint motion for summary judgment. Since the questions of the existence and validity of any will and HHMI’s position to benefit therefrom relate to the standing issue, the parties agreed to conduct the evidentiary hearing on standing and the hearing on the motions for summary judgment together. This hearing was conducted on December 2, 1980. On February 27,1981, the trial court signed a judgment ordering that contestants are entitled to judgment as a matter of law, and denying and dismissing HHMI’s application for probate. The question for this Court is whether the record on appeal will sustain the judgment dismissing the application for probate on the basis of any of the issues raised below by the motions for summary judgment or by the in limine evidentiary hearing on the standing question. We find that the record will sustain the judgment and accordingly affirm.

Howard Robard Hughes, Jr. died on April 5, 1976. Since his death, much time and money has been spent in conducting searches to determine whether Hughes left a will. Shortly after his death, a Superior court in California ordered a will search there discontinued. Two years later, that *946 same court found that Hughes died intestate. While the California proceeding was pending, HHMI filed a petition for probate of one or another of the alleged lost wills in a Nevada district court. That court entered a summary judgment adverse to HHMI. The judgment of the Nevada trial court was subsequently affirmed by the Nevada Supreme Court. See Howard Hughes Medical Institute v. Gavin, 96 Nev. 905, 621 P.2d 489 (1980). During the pendency of the Nevada proceeding, HHMI entered an appearance in the Texas probate court. However, no application for probate was then filed. Pursuant to this appearance Hughes’ heirs moved for a summary judgment to have the court below declare that HHMI’s claim as a beneficiary under an alleged will was invalid. The probate court granted the motion in favor of the heirs. This Court reversed, holding that the declaratory judgment was an advisory opinion before joining of issue in a will contest and before the expiration of the time allowed by law for the filing for probate of a valid last will. Howard Hughes Medical Institute v. Lummis, 596 S.W.2d 171 (Tex.Civ.App.-Houston [14th Dist.] 1980, writ ref’d n.r.e.); see also, Tex.Prob.Code Ann. § 73 (Vernon 1980) 1 , providing for a four year statute of limitations for the probate of a will. Coming dangerously close to the expiration of this four year period, HHMI filed its Texas application for probate. At the December 2, 1980 hearing on motion to show interest and motions for summary judgment, HHMI offered much of the record developed in Nevada, since the will offered for probate there was the alleged 1953-1963 or 1925 will offered in the court below. It is for this reason and because HHMI invoked the jurisdiction of the Nevada courts that ap-pellees Neff, McIntyre and Bond all urge this court to give full faith and credit to the judgment of the Nevada court. See U.S. Const, art. IV § 1. We will first discuss the issue of the alleged lost wills. We will conclude with a discussion on the issues of standing/ey pres and full faith and credit.

THE ALLEGED LOST WILLS

Appellant relies on the following facts to establish its claim under a will allegedly executed sometime between 1953 and 1963, or in the alternative, a will allegedly executed on May 30, 1925: In a letter to Hughes dated January 31, 1929, Frank Andrews, Hughes' lawyer, referred to a copy of the “will you executed ... [oh] May 30, 1925.” That letter also states, “Except as to dates and witnesses, this is an exact copy of the will you executed.” An unsigned file copy of a will bearing the handwritten date “May 30, 1925” was found in Frank Andrews’ files. The copy provided for the disposition of the bulk of Hughes’ estate to a medical research institute (the Howard Hughes Medical Research Laboratories) to be formed after his death. Appellant submits that the execution of this 1925 will was further confirmed by the discovery of an original holographic codicil in Hughes’ handwriting, dated June 10, 1939, directing the deletion from the will of the name R.C. Kuldell, a name appearing in the copy found in Andrews’ files. In a letter to Hughes dated April 23, 1929, Mr. Andrews wrote, “I do not wish to seem critical of the testamentary revision referred to by Mr. Dempsey. In lieu of the suggestions made by him it occurs to me that everything would be very much simplified by creating at once the trust you desired to carry out.” Appellant surmises that “heeding such advice,” Hughes created HHMI twenty-four years later in 1953, and that in a will allegedly executed sometime between 1953 and 1963, Hughes left HHMI the bulk of his estate. For this contention, appellant relies on the deposition testimony of a former Hughes executive. This executive, John T. Pettit, testifies that in 1963, Mr. Raymond Cook, a partner in the Andrews, Kurth law firm showed him a document which Mr. Cook identified as Hughes’ will. Mr. Pettit testified that to the best of his recollection, he was shown a very thin document. Upon “glancing” at the document, Mr. Pettit’s *947 “impression” was that “everything was left to HHMI.” No will bearing Howard Hughes’ signature and the signature of two witnesses was produced in court. HHMI relies on the above evidence and other evidence to be discussed where applicable to establish its claim under either of these two alleged lost wills.

a. Due Execution

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Lupe Rivera v. Leticia "Letty" Lopez
Court of Appeals of Texas, 2015
in the Estate of Edith Ann Hamner
Court of Appeals of Texas, 2015
Estate of Ben Ali
California Court of Appeal, 2013
Golde v. Wilburn
216 Cal. App. 4th 1026 (California Court of Appeal, 2013)
Brown v. Traylor
210 S.W.3d 648 (Court of Appeals of Texas, 2006)
George Brown v. Lucy Traylor and Leona Simpson
Court of Appeals of Texas, 2006
In Re Estate of Jones
197 S.W.3d 894 (Court of Appeals of Texas, 2006)
in the Estate of Ruby P. Jones
Court of Appeals of Texas, 2006
Garton v. Rockett
190 S.W.3d 139 (Court of Appeals of Texas, 2006)
Sid Garton v. Linda Poe Rockett
Court of Appeals of Texas, 2005
Cason v. Taylor
51 S.W.3d 397 (Court of Appeals of Texas, 2001)
Lewis v. White
747 S.W.2d 45 (Court of Appeals of Texas, 1988)
Coulson v. Sheppard
700 S.W.2d 336 (Court of Appeals of Texas, 1985)

Cite This Page — Counsel Stack

Bluebook (online)
640 S.W.2d 942, Counsel Stack Legal Research, https://law.counselstack.com/opinion/howard-hughes-medical-institute-v-neff-texapp-1982.