in the Estate of Billy Joe Wlecyk A/K/A Billy Joe Wleczyk

CourtCourt of Appeals of Texas
DecidedApril 20, 2021
Docket01-19-00299-CV
StatusPublished

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Bluebook
in the Estate of Billy Joe Wlecyk A/K/A Billy Joe Wleczyk, (Tex. Ct. App. 2021).

Opinion

Opinion issued April 20, 2021

In The

Court of Appeals For The

First District of Texas ———————————— NO. 01-19-00299-CV ——————————— IN THE ESTATE OF BILLY JOE WLECYK A/K/A BILLY JOE WLECZYK, DECEASED

On Appeal from County Court at Law No. 3 Brazoria County, Texas Trial Court Case No. PR38384

MEMORANDUM OPINION

Appellant, Barbara Daniel, challenges the trial court’s order, entered after a

bench trial, admitting to probate the August 9, 2001 Last Will and Testament (the

“2001 will”) of Billy Joe Wlecyk, also known as Billy Joe Wleczyk (“Billy Joe”),

after finding that it was revived by a holographic codicil written and signed on July 15, 2016 (the “2016 codicil”). In three issues, Daniel contends that the trial court

erred in admitting the 2001 will and the 2016 codicil to probate.

We affirm.

Background

Billy Joe died on January 30, 2018. On February 1, 2018, Sharon Reed, his

daughter, filed an Application for Probate of Will and Letters Testamentary, alleging

that “[Billy Joe] resided in in Brazoria County, Texas at the time of his death” and

that he left the 2001 will, “dated August 9, 2001 and ratified on July 15, 2016, duly

executed with all the formalities and solemnities required by law to make it a valid

will, and [it] was never revoked by [Billy Joe].”

Reed attached the 2001 will to her application. The 2001 will names Reed as

independent executrix. It identifies “Jerry W. Wleczyk, Debbie C. Wleczyk, All[a]n

W. Wleczyk and Sharon D. Reed” as Billy Joe’s children and provides for payment

of Billy Joe’s “[d]ebts, [e]xpenses, and [d]eath [t]axes,” with the remaining property

to be given “to [his] children who survive [him], in equal shares,” or, if not surviving,

to those children’s descendants, or otherwise to “then living blood related [h]eirs at

[l]aw.” In an open space on the bottom of the page, following the second of two

self-proving affidavits attached to the 2001 will, a handwritten note reads, “This will

still stands July 2016,” followed by a handwritten signature reading “Billy Joe

Wleczyk.” Another page follows, containing a jurat reciting that the document was

2 “signed and sworn to” in Brazoria County “on this 15[th] day of July 2016 by the

said Billy Joe Wleczyk” before Kimberly Miller, and contains Miller’s signature,

notary public seal, and the expiration date of her notary public commission.

On February 14, 2018, Daniel filed a counter-application to probate a will

executed by Billy Joe on August 23, 2005 (the “2005 will”). In her

counter-application, Daniel alleged that the 2005 will remained in effect and she

contested the effectiveness of “the written notation alleged to be in the [Billy Joe’s]

handwriting at the bottom of the [2001 will] to qualify . . . as a new [w]ill or

publishing of a prior [w]ill.” According to Daniel, the 2016 codicil was made by

fraud.

Daniel attached to her counter-application the 2005 will. The 2005 will names

Daniel as independent executrix. It directs that each of his children receive $25.00

in cash and “all of the rest of [his] estate” be given “to [his] good friend, [Daniel],”

or, if she predeceased him or did not survive him by thirty days, “to [Daniel’s] son,

Mark Travis Daniel.”

At the trial of the will contest, Miller testified that she has been an

administrative assistant for a sheriff’s department for over twenty years and holds a

notary public commission in connection with that employment. Reed is her

co-worker and has been for many years. Miller “worked a couple of fundraisers for

work” with Reed, but they did not socialize at each other’s homes or go out for meals

3 or drinks together. She had met Billy Joe twice, once at Reed’s mother’s funeral and

another time at a fundraiser.

On July 15, 2016, Miller received a call from Reed asking her to witness and

notarize Billy Joe’s writing and signature at the home of Reed’s brother and Billy

Joe’s son, Allan Wleczyk (“Allan”). Reed knew that Miller lived in the city of

Sweeny, in Brazoria County, as did Allan, so “[s]he was the closest” co-worker who

was a notary public, “and [Reed] happened to call and [Miller] had gotten off work

early that day and [she] happened to be home.”

Miller arrived at Allan’s home midafternoon. Present at the home were Billy

Joe, Reed, Allan, and Allan’s wife, Pamela Wleczyk (“Pamela”). Miller was aware

that before she arrived, Billy Joe had been working “in the hayfield” next to Allan’s

home.

The group stood in the driveway of Allan’s home while Billy Joe wrote, “This

will still stands July 2016,” and signed his name underneath. Billy Joe used a pen

that he had in his pocket and used the hood of a car as his writing surface. Either

right before or right after he made the writing, Billy Joe said, “This is the one I want

to use.” (Internal quotations omitted.)

Miller notarized Billy Joe’s signature using a printed notary page that she

brought from home, where she “kept a few” extra pages in a folder, “just in case”

someone asked her to perform notary services outside of work. According to Miller,

4 the weather was hot, and Billy Joe looked “maybe a little agitated,” but he appeared

to be of sound mind and body.

Reed testified that she is the daughter of Billy Joe, who died while he was

baling hay on or about January 30, 2018, in Brazoria County. Billy Joe was

seventy-seven years old when he died. Reed confirmed that she was asking the court

to admit to probate her father’s 2001 will, which he republished as his last will and

testament on July 15, 2016, thereby revoking his 2005 will. The 2001 will leaves

all Billy Joe’s property “to [Reed] and [her] two brothers and [her] sister.” Those

four individuals were all of Billy Joe’s children; he had no other children, either by

birth or by adoption.

According to Reed, Billy Joe had been married four times: once to Reed’s

mother, once to Maxine Strid, and twice to Sandra Ducrose. The final divorce decree

ending his last marriage, to Ducrose, was signed in March 2002.

Reed understood that the 2005 will executed by Billy Joe leaves all Billy Joe’s

property to Daniel, or to Daniel’s son. Daniel was Billy Joe’s “live-in friend.”

Reed was present when Billy Joe wrote the 2016 codicil on the 2001 will.

Earlier in the afternoon on that day, Billy Joe had called her and asked what she was

doing. She told him that she was at home preparing to go camping, and he asked,

“Can you bring me the will? Do you still have the will? . . . I need to write something

on it.” (Internal quotations omitted.) Reed removed the 2001 will from her “gun

5 safe,” where she had stored it for safekeeping, and brought it to Billy Joe, who was

at Allan’s home. Allan, Pamela, and Miller also were there. Reed handed Billy Joe

the 2001 will, and “[h]e put it on the hood of [Reed’s] car and pulled a pen out of

his shirt.” Then, using the car hood as a writing surface, Billy Joe wrote, “This will

still stands,” and placed his signature underneath the writing. (Internal quotations

omitted.) As he was writing, he had “ink issues” with his pen and “had to kind of

keep going over the first letter,” and he “started griping about the pen.”

Pamela testified that she has been married to Allan for nearly six years. On

July 15, 2016, she was driving her golf cart on their property to bring Billy Joe and

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