In Re Estate of Fuselier

346 S.W.3d 1, 2009 Tex. App. LEXIS 7538, 2009 WL 3079643
CourtCourt of Appeals of Texas
DecidedSeptember 29, 2009
Docket06-09-00033-CV
StatusPublished
Cited by3 cases

This text of 346 S.W.3d 1 (In Re Estate of Fuselier) 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 Estate of Fuselier, 346 S.W.3d 1, 2009 Tex. App. LEXIS 7538, 2009 WL 3079643 (Tex. Ct. App. 2009).

Opinions

[2]*2OPINION

Opinion by

Chief Justice MORRISS.

The purported joint will of Charles Orise Fuselier and his wife, Dena Fuselier, was dated March 21, 2007, and was in Dena’s handwriting, except that it also bore three signatures: those of Dena, Charles, and Rebecca W. Miller, a notary public. The document names Kayla A. Fuselier— Dena’s natural daughter adopted by Charles — as the sole devisee, and makes no mention of Nicole Fuselier and Cherise Fuselier, Charles’ two daughters from a prior marriage. After Charles’ death July 15, 2007, Dena applied to probate the March 21, 2007, document as Charles’ will. Nicole contested Dena’s application for probate.

.The trial court granted Nicole a summary judgment. In doing so, it ruled that the will was invalid both because it was not properly witnessed under Section 59 of the Texas Probate Code and because it is an unfulfilled contingent will. On appeal, Dena contends that Nicole’s summary judgment fails on both grounds.

We reverse the summary judgment and remand the case for further proceedings because (1) Dena may qualify as a witness to the will and (2) the will’s language is ambiguous and requires extrinsic evidence to construe it.

(1) Dena May Qualify as a Witness to the Will

Dena contends that Nicole failed to establish as a matter of law that the will was invalid under Section 59 of the Texas Probate Code due to the lack of attesting witnesses. Dena argues that the will was properly witnessed because Dena’s signature on the will can constitute both a co-testator’s signature and a witness’ signature. We agree.

When reviewing a summary judgment, the question on appeal is whether the summary judgment proof establishes that the movant is entitled to summary judgment as a matter of law. French v. Gill, 252 S.W.3d 748 (Tex.App.-Texarkana 2008, pet. denied) (citing Gonzalez v. Mission Am. Ins. Co., 795 S.W.2d 734, 736 (Tex.1990)). All conflicts in the evidence are disregarded, evidence favorable to the nonmovant is taken as true, and all doubts as to any genuine issue of material fact are resolved in favor of the nonmovant. Limestone Prods. Distrib., Inc. v. McNamara, 71 S.W.3d 308, 311 (Tex.2002); Rhone-Poulenc, Inc. v. Steel, 997 S.W.2d 217, 223 (Tex.1999); Nixon v. Mr. Prop. Mgmt. Co., 690 S.W.2d 546 (Tex.1985).

If a will is not entirely in the testator’s handwriting, it must be attested by two or more credible witnesses above the age of fourteen who sign the will in the presence of the testator. Tex. Prob.Code Ann. §§ 59(a), 60 (Vernon 2003); Jones v. Whiteley, 533 S.W.2d 881, 883 (Tex.App.Fort Worth 1976, writ refd n.r.e.). It is well established law that “credible witness” means “competent witness.” Triestman v. Kilgore, 838 S.W.2d 547 (Tex.1992) (citing Lehmann v. Krahl, 155 Tex. 270, 285 S.W.2d 179, 180 (1955)). A witness to a will serves to prove the will was executed with the formalities and solemnities and under the circumstances required to make the will valid. See Tex. Prob.Code Ann. § 84(b) (Vernon Supp. 2008). Proving a will requires the sworn testimony or affidavit of one or more of the subscribing witnesses. Tex. Prob.Code Ann. § 84(b)(1) (Vernon Supp. 2008); In re Estate of Teal, 135 S.W.3d 87, 90 (Tex.App.-Corpus Christi 2002, no pet.).

There is no Texas precedent prohibiting a co-testator from acting as a witness to another co-testator in the same joint will. Further, a person can be a witness to a will without intending to be a witness. Teal, 135 S.W.3d at 90.

[3]*3In the case of In re Estate of Teal, the trial court held a notary was a subscribing witness to a will, despite her stated intentions to the contrary. In Teal, neither of the two signing witnesses could be found to prove a will, so the proponent argued that the notary, who signed and stamped the will, had acted as a subscribing witness. Id. The notary did not intend to be a witness to the will, but the court held that her actions were more consistent with the actions of a witness “because there is no requirement that a will be notarized, [the notary’s] signature served no purpose other than as a witness.” Id. at 90-91.

In this case, it is undisputed that the notary’s signature qualifies as a witness’ signature. The issue is whether Dena’s signature qualifies as a witness’ signature. It is undisputed that Dena’s signature served the valid legal purpose of executing the will as a co-testator, that is, of executing her own will. Applying the rationale of In re Estate of Teal, however, if Dena qualifies as a competent witness under Section 59 of the Texas Probate Code, her signature may serve as a witness’ signature, regardless of her intended purpose in signing the will. There is no evidence before us that at the time Dena signed the will, she was incompetent, under the age of fourteen, or outside the presence of the testator. Therefore, the evidence before us is insufficient to prove as a matter of law that the will is invalid under Section 59 of the Texas Probate Code. This rationale for the summary judgment is invalid.

(2) The Will’s Language Is Ambiguous and Requires Extrinsic Evidence to Construe It

Dena also contends that Nicole failed to prove as a matter of law that the will was an unfulfilled contingent will.1 We agree, because the will is ambiguous.

The language of a will may clearly show the testator’s intent — be it contingent, conditional, or otherwise — or it may express the testator’s intent ambiguously. Ferguson v. Ferguson, 121 Tex. 119, 45 S.W.2d 1096, 1097 (1931). The determination of whether a will is ambiguous is a question of law. Harris v. Hines, 137 S.W.3d 898, 903 (Tex.App.-Texarkana 2004, no pet.); Hurley v. Moody Nat’l Bank of Galveston, 98 S.W.3d 307, 310 (Tex.App.-Houston [1st Dist.] 2003, no pet.).

A contingent will is a will that will take effect only upon the happening of a specified contingency. Bagnall v. Bagnall, 148 Tex. 423, 225 S.W.2d 401, 402 (1949); In re Estate of Perez, 155 S.W.3d 599 (Tex.App.-San Antonio 2004, no pet.).

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Related

in Re: The Estate of Jessie Glen Crawford
Court of Appeals of Texas, 2014
In Re Estate of Fuselier
346 S.W.3d 1 (Court of Appeals of Texas, 2009)

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Bluebook (online)
346 S.W.3d 1, 2009 Tex. App. LEXIS 7538, 2009 WL 3079643, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-fuselier-texapp-2009.