in Re Estate of Ruby Greer Wallace

Court of Appeals of Texas·Decided August 28, 2013·No. 03-10-00555-CV·Published

Opinion

TEXAS COURT OF APPEALS, THIRD DISTRICT, AT AUSTIN

NO. 03-10-00555-CV

In re Estate of Ruby Greer Wallace, Deceased

FROM THE PROBATE COURT NO. 1 OF TRAVIS COUNTY NO. 87195, HONORABLE GUY S. HERMAN, JUDGE PRESIDING

MEMORANDUM OPINION

Appellee Barbara Wallace Hernandez filed an application for a declaration of heirship in the Estate of Ruby Greer Wallace. She pleaded that she was the only child of her deceased father William Edward Wallace, who was one of Ruby’s three children. Appellants Carole Ann Wallace and Dennis Arthur Wallace Jr., Ruby’s two other children, contested Barbara’s application.1 Following a bench trial, the trial court declared that Carole, Dennis Jr., and Barbara each had an one-third interest in the estate. On appeal, Carole and Dennis Jr. contend that the trial court erred by applying current statutory provisions, by admitting a genetic test report, and by excluding testimony concerning alleged statements by Ruby and William Edward. They also challenge the sufficiency of the evidence to support the judgment. For the reasons that follow, we affirm the judgment.

1 Because many of the persons involved in this case have the same surname, we refer to the parties and other persons by their given names.

BACKGROUND

Ruby had three children: Carole, Dennis Jr., and William Edward. William Edward died intestate and without a determination of heirs in March 1960. Ruby died intestate in April 1989.2 Barbara filed this application for declaration of heirship in Ruby’s estate in August of 2007. She pleaded that she was the granddaughter of Ruby and the only child of William Edward. William Edward was married to Barbara’s mother Norma Jean Gooding from November 1, 1958 to April 22, 1959, and Barbara was born on August 13, 1959.

Carole, Dennis Jr., and an attorney ad litem filed answers to Barbara’s application.

Carole and Dennis Jr. disputed that Barbara was William Edward’s daughter. Contending that good cause existed, Carole and Dennis Jr. moved for the trial court to order genetic testing and removal of William Edward’s remains pursuant to the Probate, Health and Safety, and Family Codes. See Tex. Prob. Code § 53A; Tex. Health & Safety Code § 711.004 (addressing removal of remains); Tex. Fam. Code §§ 160.501–512 (addressing genetic testing).3 The trial court granted their motion and ordered genetic testing and removal of remains. The trial court ordered that the genetic testing be performed by Orchid Cellmark, a DNA testing laboratory.

2 Carole and Dennis Jr. filed an application to probate a purported will of Ruby’s in 1994, but Barbara opposed the application and the trial court refused to admit the will to probate. This Court affirmed the trial court’s order, and the Texas Supreme Court denied the Wallaces’ application for writ of error in 1996. See Wallace v. Hernandez, No. 03-95-00421-CV (Tex. App.—Austin February 28, 1996, writ denied) (mem. op., not designated for publication), available at http://www.3rdcoa.courts.state.tx.us/opinions/HTMLopinion.asp?OpinionId=1072.

3 Section 53A of the Probate Code provides that the court “shall, on the request of a party to the proceeding [to declare heirship], order one or more specified individuals to submit to genetic testing as provided for in Subchapter F, Chapter 160, Family Code.” See Tex. Prob. Code § 53A(a). That section also provides that a trial court may order the genetic testing of a deceased individual and, if necessary, the removal of the remains of the deceased individual for good cause. Id. § 53A(f).

William Edward’s remains were exhumed, and bone samples were sent to Orchid Cellmark. Orchid Cellmark conducted tests and provided a written report in 2009 and an amended report dated January 6, 2010.4 Orchid Cellmark found that William Edward could not be excluded as the biological father of Barbara and determined that there was more than a 99% probability that he was Barbara’s father, “as compared to an untested, unrelated male of the North American Caucasian population.” After receiving the report, Carole and Dennis Jr. moved for the trial court to order a second round of genetic testing with a different company pursuant to section 53A(c) and (d) of the Probate Code. See Tex. Prob. Code § 53A(c), (d). The trial court signed an agreed order for the additional round of testing in February 2010, but the appointed company was unable to complete a test and did not provide a written report.

The bench trial occurred on May 11, 2010. The witnesses included the parties and Adelia Felps, who was married to William Edward after his divorce from Norma Jean. Barbara testified about her relationship with Ruby and the Wallace family. She testified that “Grandmother took interest in being part of my life” and that Barbara was “about five when [she] started going to see [her] grandma.” She also answered “[o]f course” when asked if Ruby introduced Barbara as her granddaughter. Barbara testified that, prior to this litigation, no one in the family stated to her that she was not William Edward’s daughter. She also testified to handwritten notes written by her mother Norma Jean about her marriage and receipt of child support from William Edward. The note

4 The report signed in January 2010 states that it amends the report dated August 31, 2009, by adding an affidavit to the report. It also states that “[p]rocedures used in the analysis in this case adhere to standards adopted by DNA Advisory Board on DNA analysis methods.”

concerning support was on the back of a photograph of William Edward and stated that he paid “$10 a week” and that he was “killed in March 1960.”

Carole and Dennis Jr. also testified about the relationship between Ruby, the family, and Barbara. Carole testified that “[t]here were occasions of infrequent contact” between Ruby and Barbara and that they were “few and far between.” Dennis Jr. answered “yes” when asked if he had knowledge of Barbara when she was born and if she was introduced as a Wallace family member. He also testified that Ruby “treated [Barbara] very well,” that Ruby “spent some time with her at the farm,” and that “there were times when [his] children and Barbara would go with [Ruby] for recreation places.” Carole further testified concerning the marriage between Norma Jean and William Edward and his trips during the time period that Barbara was probably conceived.

The trial court sustained objections to testimony by Carole, Dennis Jr., and Adelia concerning alleged statements made by William Edward and Ruby. The alleged statements included that Barbara was not William Edward’s daughter, that Norma Jean had been unfaithful during her marriage to William Edward, that Norma Jean had refused sexual relations with him, and that William Edward “hadn’t had contact with her.” Carole and Dennis Jr. made offers of proof concerning these alleged statements.

The exhibits admitted at trial included the marriage certificate of Norma Jean and William Edward, William Edward’s petition for divorce, the divorce decree between Norma Jean and William Edward, the Orchid Cellmark report, and a “Certification of Vital Record.” In his original petition for divorce filed in February 1959, William Edward stated that he and Norma Jean were married on November 1, 1958 and “continued to live together as husband and wife until on or around January 3, 1959” and that “no child was born during this marriage but that [Norma Jean was]

at this time pregnant.” In the divorce decree, the trial court found “that no children have been born to this union, but one [was] expected in August, 1959” and awarded “sole custody and control of this child” to Norma Jean. The certification is of Barbara’s birth on August 13, 1959, and identifies her parents as Norma Jean and William Edward. The certification was issued in August 2007 but states that it was “a true and correct abstract of the original record.”

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