In the Estate of Bryan D. Davidson v. the State of Texas

CourtCourt of Appeals of Texas
DecidedDecember 23, 2025
Docket01-24-00026-CV
StatusPublished

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Bluebook
In the Estate of Bryan D. Davidson v. the State of Texas, (Tex. Ct. App. 2025).

Opinion

Opinion issued December 23, 2025

In The

Court of Appeals For The

First District of Texas ———————————— NO. 01-24-00026-CV ——————————— IN THE ESTATE OF BRYAN D. DAVIDSON, DECEASED

On Appeal from the Probate Court Galveston County, Texas Trial Court Case No. PR-0081453

MEMORANDUM OPINION

The Dead Man’s Statute took up residence in the state’s lawbooks by 1871

and lived there for more than a century.1 But its critics always outnumbered its fans.

1 See Lewis v. Aylott’s Heirs, 45 Tex. 190, 200–01 (1876); Garner v. Cleveland, 35 Tex. 74, 76–77 (1872); Maurice Cheek, Testimony as to Transactions with Decedents, 5 TEX. L. REV. 149, 149 n.4 (1927). Some said that the “time consumed in applying and interpreting the statute is out of

all proportion to the doubtful good it does.”2 Others added that “at its best, the dead

man’s statute is full of snares, traps, and pitfalls.”3

Although the Dead Man’s Statute lost its lease in the Texas statute books more

than 40 years ago, it has since taken up residence in one half of a rule of evidence.

See TEX. R. EVID. 601(b). It arises here in the context of a dispute regarding the

existence of an informal, or common-law, marriage. Both sides share the traditional

understanding that the Dead Man’s Rule can block testimony about an agreement to

be married.4 Does it block such testimony here?

The deceased is the late Bryan Davidson of Galveston County, who died at

age 62 and left behind the following survivors:

• An ex-wife (Debbie Davidson), • Three adult sons (appellants Garet Davidson, Jeffrey Davidson, and Kyle Davidson, collectively “Bryan’s sons”), and • Either a girlfriend or a wife (appellee Sherry Myers).

2 Cheek, 5 TEX. L. REV. at 172. 3 A. R. Stout, Should the Dead Man’s Statute Apply to Automobile Collisions?, 38 TEX. L. REV. 14, 23 (1959). 4 See Berger v. Kirby, 105 Tex. 611, 615, 153 S.W. 1130, 1132 (1913); Edelstein v. Brown, 100 Tex. 403, 405, 100 S.W. 129, 129–30 (1907); see also Joseph W. McKnight, Family Law: Husband and Wife, 44 SW. L.J. 1, 2 (1990) (“If one of the parties is dead, the survivor will be required to meet the limitation imposed by Evidence Rule 601(b) by providing corroboration of an alleged transaction with the decedent.”). 2 Sherry presented evidence that she and Bryan lived together and that they held

themselves out as married. But did they in fact agree to be married? Bryan cannot

answer the question because he has passed away, and Sherry might or might not be

able to say, depending on whether the rule lets her.

The parties tried the issue of common-law marriage to the bench. Each side

called witnesses, examined them, and presented the factfinder with evidence that

would seemingly qualify as conflicting—were it not for the twist presented by the

Dead Man’s Rule. See id.

Sherry testified about what Bryan said about agreeing to be married. After

Sherry rested her case-in-chief, Bryan’s sons moved for directed verdict, arguing

that the Dead Man’s Rule barred the trial court from considering her testimony on

this matter. The court denied the motion for directed verdict. When all the pertinent

evidence had come in, the judge ruled that, though the evidence was conflicting, a

preponderance favored Sherry’s position that an informal marriage existed: “I think

there is enough proof to show—more proof to show that there was a common-law

marriage than not.” The court declared that Sherry was Bryan’s surviving spouse.

Bryan’s sons appeal and invoke Rule 601(b) in seeking reversal of the trial court’s

declaratory judgment.

We affirm.

3 Background

Application of the Dead Man’s Rule requires a short review of the proceedings

below. After Bryan’s death, his sons found a copy of a 2002 will—executed when

Bryan and Debbie were still married—and requested that the trial court admit it to

probate. Sherry objected to their application, intervened in the case, and alleged that

she had an informal marriage with Bryan. She further alleged that he had revoked

the 2002 will and died before he could execute a new one. Sherry also filed a petition

requesting declarations that she and Bryan had an informal marriage and that she

was Bryan’s surviving spouse.

The trial involved numerous witnesses, documents, and text messages. The

parties clashed over each element of common-law marriage, and they clash over

them again on appeal. We summarize the testimony presented on each of the

elements. See TEX. FAM. CODE § 2.401(a)(2) (providing elements that party must

prove to establish informal marriage).

A. Agreement to Be Married

Sherry and Bryan began dating in 2001, while Bryan and Debbie were still

married. Debbie was aware of Bryan and Sherry’s relationship. Divorce proceedings

between Bryan and Debbie began in 2012, and their divorce was finalized in 2014.

Debbie and Bryan remained close after their divorce, but Debbie and Sherry did not

get along.

4 The most cogent evidence relating to whether Bryan and Sherry agreed to be

married came from Sherry herself:

Q. So let’s kind of come forward to, you know, if we’re admitting that we were not married from 2001 to 2012, or actually 2014 because he [Bryan] was still married, the divorce hadn’t been finalized, when do you—when do you assert that things changed from being we’re dating to being we’re now a married couple? A. 2014 we went up to Bobby’s [Bryan’s father], him and Karla [one of Bryan’s sisters] had went over the jewelry together and everything. Then when we got home, it was September, that was our anniversary from the first real date or sexual encounter, two thousand—9/11. And so that was always our anniversary. So on that anniversary, after we had gotten back, that’s when he and I had the conversation that we were—divorce is final, we’re common law, we’re together. And his exact words were, you f*** around on me, I’ll kill you. And I said to him, if you f*** around on me, I’ll kill you, too. And we laughed like we were exclusive. Then in 2015 I had already gotten the ring, his momma’s ring, and then that’s when it was the first time, like we’d kind of told I think like Sheryl [Guss, a friend of the Davidson family] and them, like it’s official, but we already lived as common law from the moment he gave me the ring. Q. Okay. So—so in terms of the agreement between the two of you that you were married goes back to September of 2014? A. Yes.

Sherry and Bryan began to let people know about their marriage, but they did not

“publicize” the change in their relationship to Debbie, who would occasionally send

text messages to Bryan with rude comments about Sherry.

In August 2017, Hurricane Harvey hit the greater Houston area and caused

widespread destruction, including on the land in Santa Fe where Bryan and Sherry

5 lived. They could not remain on the property in the aftermath of the storm. They

were also unable to find a place to live together during the cleanup. Bryan moved

back in with Debbie. Sherry, her adult daughter, and her granddaughter moved in

with Sherry’s mother. Bryan and Sherry lived apart from August 2017 until January

2019, when they were able to move back onto their property.

Even though Bryan and Sherry did not live together for approximately sixteen

months after Hurricane Harvey, they did not break up. They purchased a car together

in 2018. In connection with this purchase, they applied for life insurance. When

asked who they wanted to be covered by life insurance, they selected the “Both

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