in Re Estate of Ruby Greer Wallace

CourtCourt of Appeals of Texas
DecidedAugust 28, 2013
Docket03-10-00555-CV
StatusPublished

This text of in Re Estate of Ruby Greer Wallace (in Re Estate of Ruby Greer Wallace) 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 Ruby Greer Wallace, (Tex. Ct. App. 2013).

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).

2 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.”

3 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

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