In Re Estate of Graham

69 S.W.3d 598, 2001 WL 1671063
CourtCourt of Appeals of Texas
DecidedMarch 14, 2002
Docket13-00-334-CV
StatusPublished
Cited by48 cases

This text of 69 S.W.3d 598 (In Re Estate of Graham) 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 Graham, 69 S.W.3d 598, 2001 WL 1671063 (Tex. Ct. App. 2002).

Opinion

OPINION

DORSEY, Justice.

This is a will contest. Frances Graham died in 1998 at the age of 83 years. His wife predeceased him, and he had no children. Two years before his death, Mr. Graham executed a will leaving his entire estate to the two daughters of his full sister. After Mr. Graham’s will was admitted to probate, his seven remaining nieces and nephews brought suit to challenge the will. Those nieces and nephews are the children of Mr. Graham’s half-sister. The two nieces who are beneficiaries under the will are the “will proponents,” and the seven nieces and nephews who brought this are the “will contestants.”

In their suit, the will contestants asserted that the will was invalid for the following reasons:

(1) it was not executed with the formalities and solemnities required by the Texas Probate Code;
(2) Mr. Graham lacked testamentary capacity when he executed it;
(3) it was executed as a result of the undue influence and fraud;
(4) Mr. Graham did not intend the document to be a will; and,
(5) Mr. Graham was mistaken as to the contents of the instrument. 1

The will proponents moved for summary judgment on all causes of action. Their motion contained language indicating that judgment was sought on both no-evidence and traditional summary judgment grounds. Compare Tex. R. Crv. P. 166a(c) (traditional) with Tex. R. Civ. P. 166a(i) (no-evidence). The trial court granted the motion on unspecified grounds, and entered an order that the will contestants take nothing by their suit. We have determined that the motion was, in fact, a traditional motion, and the movants have conceded this fact on appeal. See Murray v. Dyke, 41 S.W.3d 746, 751-52 (Tex.App.—Corpus Christi 2001, no pet.). Accordingly, we will review the trial court’s grant of summary judgment under those well established standards. See Tex. R. Civ. P. 166a(c); Nixon v. Mr. Prop. Mgmt. Co., Inc., 690 S.W.2d 546, 548 (Tex.1985).

*603 In a traditional summary judgment proceeding, the standard of review on appeal is whether the movant at the trial level carried the burden of showing that no genuine issue of material fact existed as to one or more elements of the nonmovant’s cause or claim and that judgment should be granted as a matter of law. See Tex. R. Civ. P. 166a(c); Nixon, 690 S.W.2d at 548. In resolving the issue of whether the movant has carried this burden, all evidence favorable to the nonmov-ant must be taken as true and all reasonable inferences, including any doubts, must be resolved in the nonmovant’s favor. Nixon, 690 S.W.2d at 548-49.

FAILURE TO PROPERLY EXECUTE THE WILL

We first address the will contestants’ claim that Mr. Graham’s will was not executed with the “formalities and solemnities required by the Texas Probate Code.” Section 59 of the Texas Probate Code sets forth the requisites of a will. See Tex. Prob. Code Ann. § 59(a) (Vernon Supp.2001). It states that, except where otherwise provided by law, a will must be (1) in writing, (2) signed by the testator and (3) be attested by two or more credible witnesses above the age of fourteen years who shall subscribe their names thereto in their own handwriting in the presence of the testator. Id. The will proponents provided summary judgment evidence establishing that Mr. Graham’s will met those requirements.

The will itself shows that it was in writing and signed by the testator. The will proponents attached to their motion for summary judgment the affidavit of Cynthia L. Baumgardner, which stated, in relevant part:

I am employed by Margaret Hoelscher, a bookkeeper and federal tax return preparer and consultant .... I was acquainted with Francis John Graham, who brought his income tax information to Ms. Hoelscher for her to prepare his income tax return.
On March 8, 1996, Francis John Graham met with Margaret Hoelscher, and then he presented to me his handwritten notes on a will form dated March 6, 1996, and asked that I type up a will on a will form exactly as he had written and directed. I proceed [sic] to do so. After reviewing the Will, he asked that I, Alan Chait and Margaret Dreith, also employees of Margaret Hoelscher, act as witnesses. We three witnesses went to a nearby office where notary public Alta Garcia was asked to observe the signature and statements by Francis John Graham and each of the three witnesses, and then perform notarial services with respect to the signing of said Will. A true copy of the Will signed by Francis John Graham, and witnessed by me and the other two witnesses, and notarized by Ms. Garcia, is attached hereto.

Also, the will proponents attached to their motion the affidavit of Altagracia Garcia, the notary who signed Mr. Graham’s will. She confirmed that she notarized the will, that Mr. Graham stated to her that the document was his will, that he executed it in her presence and in the presence of the three witnesses, and that the witnesses signed the will in Mr. Graham’s presence and in the presence of each other.

Section 59 also provides a method for self-proving a will. See id. § 59(a)-(c). A will which is self-proved needs no further proof of its execution with the formalities and solemnities and under the circumstances required to make it a valid will. See id. § 84(a). While a self-proved will can still be challenged, the self-proving affidavit constitutes prima facie evidence of the will’s execution. See Gasaway v. *604 Nesmith, 548 S.W.2d 457, 458 (Tex.Civ.App.-Houston [1st Dist.] 1977, writ ref' d n.r.e.).

Thus, we turn to the specific question of whether Mr. Graham’s will was self-proven. The will contained the following affidavit:

We, FRANCIS JOHN GRAHAM, CYNTHIA L. BAUMGARDNER, MARGARET E. DREITH, and ALAN M. CHAIT, the testator and the witnesses, respectively, whose names are signed to the attached and foregoing instrument, were sworn and declared to the undersigned that the testator signed the instrument as his/her Last Will and that each of the witnesses, in the presence of the testator and each other, signed the will as a witness.

[Signed by the testator and the witnesses]

On 3-8-1996 before me, Altagracia Garcia appeared Francis John Graham, Cynthia L. Baumgardner, Margaret E. Dreith, Alan M.

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Bluebook (online)
69 S.W.3d 598, 2001 WL 1671063, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-graham-texapp-2002.