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

Court of Appeals of Texas·Decided December 23, 2025·No. 01-24-00026-CV·Published

Opinion

Opinion issued December 23, 2025

In The

Court of Appeals

For The

First District of Texas

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.”).

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.

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.

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

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 borrowers (joint)” option, an option that was “[a]vailable for spouses and business partners only.”

Sherry’s counsel asked her the following series of questions:

Q. Do you feel like y’all broke up in 2017?

A. No.

Q. Okay. Do you feel like prior to 2017 that you all had an agreement that you were married?

A. Yes.

....

Q. Okay. So even if somehow that [representations to others in the community and family members that they were married] doesn’t qualify, then in 2018 we have a document where he says that y’all are borrowing as husband and wife, correct?

A. Yes.

Q. And into 2018, 2019, 2020, ‘21 were you still representing to people that y’all were married?

A. Yes.

Q. Did you still have an agreement between the two of you that you were husband and wife?

A. Yes.

Q. And starting January 31st, 2019, through the date of his death, were you living together?

A. Yes.

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

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