In Re the Estate of Bendtsen

230 S.W.3d 823, 2007 Tex. App. LEXIS 5432, 2007 WL 2004862
Court of Appeals of Texas·Decided July 12, 2007·No. 05-05-01531-CV·Published·Cited by 18 cases

Opinion

OPINION

Opinion by Justice MAZZANT.

Mary Ellen Logan Bendtsen died on March 2, 2005. Within hours of her death, Dixie Tidwell, appellant, filed in probate court a will executed on February 22, 2005, and a few hours later, Frances Giron, ap-pellee, filed a will executed October 23, 2002. Giron filed a contest of the 2005 will and moved for summary judgment. The trial court granted Giron’s motion for summary judgment, set aside the 2005 will, and admitted the 2002 will to probate. On appeal, Tidwell brings five issues asserting the trial court erred by (1) granting Gir-on’s traditional motion for summary judgment; (2) reaching and granting Giron’s no-evidence motion for summary judgment; (3) entering a “Mother Hubbard” clause in the order granting summary *825 judgment; (4) not granting Tidwell’s motion to modify the judgment filed more than thirty days after the judgment; and (5) not permitting Tidwell to supplement the summary judgment record more than 105 days after the judgment. We affirm the trial court’s judgment. 1

BACKGROUND

On October 23, 2002, Bendtsen executed a will leaving her entire estate to her only child, Giron, and naming Giron the executrix of her estate. On February 22, 2005, Bendtsen suffered a stroke and was taken to the hospital emergency room. Bendtsen’s attorney prepared a will for her naming Tidwell executrix and leaving one chair to Giron, 2 her jewelry to Beatrice Grayson except for one brooch left to Rose Cline, and the remainder of her estate — which included an old and large but dilapidated house on the historic Swiss Avenue — to her “dear friends,” Justin Burgess and Mark McCay. Bendtsen executed the will in the presence of the witnesses Tidwell and Cline. Their attempted attestation as witnesses, however, was the subject of the parties’ dispute.

The testimonium clause, which was the last paragraph of the will before Bendtsen’s signature, and the attestation clause and witnesses’ signatures after the attestation clause appeared as follows:

IN TESTIMONY WHEREOF, I hereunto set my name to this, my Last Will and Testament, consisting of this and one preceding page, which I am also initialing for the purpose of identification, all in the presence of [Rose Cline] and [Dixie Tidwell], who witness the same at my request on this the 22nd day of February, 2005.
{Mary Ellen Bendtsen}
The foregoing instrument, consisting of this and the preceding page, was signed, published and declared by MARY ELLEN LOGAN BENDTSEN, Testatrix, to be her Last Will and Testament, in our presence and we, at her request and in the presence of each other, have hereunto subscribed our names as witnesses this 22nd day of February, 2005.
{Dixie L.M. Tidwell}
WITNESS
{Rose M. Cline}
WITNESS
SUBSCRIBED AND SWORN TO before me by the said MARY ELLEN LOGAN BENDTSEN, Testatrix, and [Rose Cline] and [Dixie L.M. Tidwell] Witnesses, this 22nd day of February, 2005
{Marion Gibson}
Notary Public, State of Texas

(Names in “[ ]” were hand printed by Tid-well; names in “{ }” were signed by the person named.)

Despite the statements to the contrary, Tidwell’s signature below the attestation clause was not entered in Bendtsen’s presence, and the notary was not present when Bendtsen signed the will.

The witnesses testified to the manner in which the will was executed. Bendtsen signed the will in Tidwell’s and Cline’s presence while Tidwell filmed her signing. Then Tidwell put down the camera and *826 wrote her name and Cline’s name in the blanks in the testimonium clause. Cline then signed below the attestation clause. Tidwell and Cline then took the will to the notary’s house where Tidwell signed below the attestation clause in the notary’s presence but outside Bendtsen’s presence. Cline signed the notary’s book, and the notary confirmed that Cline’s signature in the book matched the signature below the attestation clause.

Section 59 of the Texas Probate Code sets forth the requisites for a valid will. The relevant portion of that provision states,

Every last will and testament, except where otherwise provided by law, shall be in writing and signed by the testator in person or by another person for him by his direction and in his presence, and shall, if not wholly in the handwriting of the testator, 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.

Tex. Prob.Code Ann. § 59 (Vernon 2003). Giron moved for traditional and no-evidence summary judgment asserting the will did not meet the requisites because Tidwell did not sign the attestation clause in Bendtsen’s presence. Giron also moved for no-evidence summary judgment asserting Tidwell had no evidence Bendtsen signed with the necessary testamentary capacity and intent.

At the hearing on the motion for summary judgment, the trial court observed that the time for written discovery had passed but the time for depositions was still ongoing. The court initially determined it would reach the traditional summary judgment grounds, which concerned whether the statutory requisites for the will were met but that it would not reach the no-evidence issues. At the close of the summary judgment hearing, the trial court announced it granted summary judgment on the traditional grounds and on the one no-evidence ground that concerned whether the requisites were met. The court ordered the 2005 will set aside and admitted the 2002 will to probate.

SUMMARY JUDGMENT

Tidwell’s first and second issues assert the trial court erred in granting the motion for summary judgment. The standards for reviewing summary judgments are well established. W. Inv., Inc. v. Urena, 162 S.W.3d 547, 550 (Tex.2005). In a traditional motion for summary judgment under rule 166a(c), the movant must establish that there is no genuine issue of material fact so that the movant is entitled to judgment as a matter of law. Id. In reviewing a summary judgment, we consider the evidence in the light most favorable to the non-movant and resolve any doubt in the non-movant’s favor. Id.; Nixon v. Mr. Prop. Mgmt. Co., 690 S.W.2d 546, 548-49 (Tex.1985). In a no-evidence motion for summary judgment under rule 166a(i), the movant asserts there is no evidence of one or more essential elements of a claim or defense on which an adverse party would have the burden of proof at trial. Tex.R. Civ. P. 166a(i); W. Inv., Inc., 162 S.W.3d at 550. “Unless the respondent produces summary judgment evidence raising a genuine issue of material fact, the court must grant the motion.” W. Inv., Inc., 162 S.W.3d at 550.

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In Re the Estate of Bendtsen, 230 S.W.3d 823, 2007 Tex. App. LEXIS 5432, 2007 WL 2004862 (Tex. Ct. App. 2007).

230 S.W.3d 823 (In Re the Estate of Bendtsen) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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