In Re Bartels' Estate Jones v. Milam

164 S.W. 859, 1914 Tex. App. LEXIS 1246
CourtCourt of Appeals of Texas
DecidedJanuary 30, 1914
StatusPublished
Cited by25 cases

This text of 164 S.W. 859 (In Re Bartels' Estate Jones v. Milam) 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
In Re Bartels' Estate Jones v. Milam, 164 S.W. 859, 1914 Tex. App. LEXIS 1246 (Tex. Ct. App. 1914).

Opinion

PLEASANTS, O. J.

This appeal is from a judgment of the district court of Harris county refusing to admit to probate the will of Julia Bartels, deceased, offered for probate by appellant, Ira P. Jones, independent executor of said will. . The probate of the will was contested by the appellee Annie Milam, a daughter of the deceased, herein joined proforma by her husband, J. W. Milam.

The will first offered for probate was dated October 14, 1911. In reply to the contest of this will, appellant prayed, in the alternative, for the probate of a will executed July 8, 1909. Thereupon the appellees filed an amended contest, attacking both wills on the grounds that Julia Bartels was not of sound mind, and was subject to hallucinations and insane delusions, and that the said wills were the result of undue influence. Upon the hearing of the contest in the county court,, it was overruled, and judgment was rendered admitting to probate the will of October 14, 1911. In the district court, to which the cause was carried by appeal, the jury found, in response to special issues, that Julia Bar-tels was not of testamentary capacity at the time of the making of either of said wills, and that there was undue influence brought to bear upon the mind of the testatrix, Julia Bartels, in the making of the will of October 14, 1911, and that both of the wills were the result of an insane delusion on the part of said Julia Bartels. . Upon this verdict, judgment was entered refusing to probate either of said wills.

The accuracy of the following summary of facts disclosed by the record, which is copied from appellant’s brief, is not questioned by appellees: “Julia Bartels died in January, 1912, at the age of about 66 years. She and her husband had a vegetable stall at the market. He abandoned her about the year 1882, and left her with four small children. She took charge of the market, and made a living for her family out of it for many years, but did not accumulate any more property than she had at the time her husband left her. She was a hard worker and a woman of unusually strong mind and strong character. She had four children, viz: Annie (now Annie Milam), Julia (now Julia Sonet), Charles Bartels, and Fred Bartels. Having divided her land into lots and *861 ■blocks, she gave, by deeds, five lots to her daughter Anule, two lots to her daughter Julia, and two lots to her son Charles. She did not deed any property to Fred. The deed to Annie is dated August 14, 1897; the deed to Charles is dated April 9, 1901; and the deed to Julia is dated January 31, 1907. The son Charles drank to excess and was a spendthrift. During the last 13 years of Julia Bartels’ life, Ira P. Jones was her ■attorney. During that time he conducted two important lawsuits for her; in one of which she recovered $4,000, and in the other she recovered the land sued for. She had a great deal of confidence in Mr. Jones, and, when she wanted legal advice, or papers drawn up in regard to property, she relied on him. On July 8, 1909, Julia Bartels, accompanied only by her little 10 year old granddaughter came to town in a buggy, which she tied across the street from Mr. Jones’ office, and then came up to his office in the elevator. Mr. Jones was not in his office at the time, so she waited for him, and in the meantime talked with his stenographer, Miss Eraser. When Mr. Jones came in, she told him that she wanted him to fix up this will. She discussed its provisions with him for about three-quarters of an hour, and he then dictated the will to the stenographer, who wrote it, and it was then read over to her in the presence of the stenographer. The will carried out her wishes as she had expressed them to the stenographer and to Mr. Jones, and the will was then executed and witnessed. The will was dictated to the stenographer in Julia Bartels’ presence, and its contents was the result of suggestion wholly on her part. She then left the office and untied her horse, got into the buggy and drove off. By this will she bequeathed to the three children of her daughter Annie the sum of $500 each, and to her daughter Annie the sum of $5, coupled with the statement that she had previously given her money and property more than she had any other child. The remainder of her estate she divided among her three other children. A little more than two years later, Annie Milam (the contestant) telephoned Mr. Jones that her mother wanted to make another will, and for him to come over and draw it up. Mr. Jones asked Mrs. Milam whether it was urgent for him to come at once, and she said that it was not necessary for him to come immediately; so several days later he went to Mrs. Milam’s house, who directed him to where her mother was living, which is across the street, and told him that her mother was expecting him. Mr. Milam then went over to Mrs. Bartels’ with Mr. Jones, and then returned to his home. Mrs. Bartels then told Mr. Jones that she wanted to have her will rewritten, and he asked her how she wanted to make it, and she said: “You made a will for me something over two years ago, and I want to make it like that will, with the exception that I want to give my daughter Annie $500, instead of $5, as I had in the previous will.” Then she stated that she wanted to give Cetilia Sonet (a granddaughter) a certain house and lot, and that she wanted Fred to have the old homestead, and all of her personal property, household and kitchen furniture, live stock, etc. She then discussed at some léngth the appointment of a trustee for her spendthrift son, and requested Mr. Jones to act as executor. During the following week, Mr. Jones again went to see Mrs. Bar-tels, taking with him a draft of the proposed will, and read it over to her. She at once called his attention to the fact that he had left out the personal property for Fred Bar-tels, and that he had made the will to read that the bequest of the house and lot to Cetilia Sonet was an independent bequest, and that the old home was an independent bequest to Fred Bartels, and she said that that was not the'way she intended; that she wanted the bequest to Cetilia Sonet to come out of her mother’s part, and she wanted Fred to be charged with the homestead as a part of his share. These three things were the only things that he had not gotten right, and she called his attention to each one of them. In the course of the next week, he drew up the will again, and then he went over to her house the third time and read it over to her, and she said it was correct, and that he then understood her and had everything there the way she wanted it. She then requested him to get two witnesses to come with him to her house, so that she could execute the will. He did so, and the will was then read over to her again, in the presence of the witnesses, and was executed by her and signed by them. In discussing the provisions of this will with her, she made this statement in reference to Mrs. Milam: “In my previous will I gave Annie only $5. Annie has been a little better to me lately then heretofore, and I want to increase her bequest to $500.” After the will was read and explained by Mr. Jones, she said: “I thank you, that is just what I wanted; that is right.”

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164 S.W. 859, 1914 Tex. App. LEXIS 1246, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-bartels-estate-jones-v-milam-texapp-1914.