in the Estate of Doris Irene Ward

Court of Appeals of Texas·Decided August 24, 2011·No. 10-11-00003-CV·Published

Opinion

IN THE

TENTH COURT OF APPEALS

No. 10-11-00003-CV

IN THE ESTATE OF DORIS IRENE WARD, DECEASED,

From the County Court at Law No. 1 Johnson County, Texas

Trial Court No. P200919865

MEMORANDUM OPINION

In this will-contest case, appellant, Bobby Ward, challenges the jury’s verdict that: (1) the will of his now-deceased wife, Doris Ward, is unenforceable because he exerted undue influence; and (2) Doris conveyed a seventy-seven-acre tract of land to her daughter, Dwana Phillips, several months before the will in question was executed. In five issues, Bobby complains that the evidence supporting the jury’s verdict is legally and factually insufficient and that the attorney’s fees award was not allowed by statute, inequitable, and unjust. We affirm.

I. BACKGROUND

Doris and Bobby married in 1978. Both had children from previous marriages, but they did not have children together. The Wards lived in a house constructed on 4.44 acres that was conveyed to them by Doris’s parents, the Dunns, in 1997. On an adjacent 2.57-acre tract of land, Dwana and her husband live in a house that apparently was updated by Doris and Bobby after the Phillipses agreed to move from Arkansas to Cleburne, Texas, to care for Doris and her father. At the time the Phillipses moved to Cleburne, Doris and her father “were in failing health.”

Dwana is Doris’s daughter from her first marriage and, by all accounts, was very close to Doris. The two spoke on the telephone frequently and saw each other virtually every day. Dwana actively took care of Doris to the extent that, at one point in time, Doris granted Dwana a power of attorney to make medical decisions for her.

On January 1, 2009, Doris was taken to the hospital for various medical issues.

At the time, she was suffering from Parkinson’s disease, had numerous problems with her back, and had lost most of the sight out of one of her eyes due to a fungal infection. Shortly thereafter, Doris was transferred to Ridgeview Rehabilitation & Skilled Nursing facility. Doris’s health continued to decline, and she ultimately passed away on March 21, 2009.

On April 17, 2009, Bobby filed an application to probate Doris’s will and for issuance of letters testamentary. The will Bobby sought to probate had been executed by Doris on December 11, 2008. In this will, Doris left all her real property to Bobby upon her death, including a seventy-seven-acre tract of land that Doris had inherited from her parents. The trial court probated Doris’s will and, in accordance with the will, appointed Bobby as independent executor.

On June 10, 2009, Dwana filed her lawsuit, requesting a declaration from the trial court as to the rights of the parties under a purported deed and alleging that Doris’s will was executed as the result of undue influence exerted by Bobby and that the will contained a mistake as to the disposition of the seventy-seven-acre tract of land commonly referred to as the family farm. Dwana asserted in the trial court that Doris had conveyed the seventy-seven-acre family farm in a deed that was delivered before Doris and Bobby went to Europe and was destroyed by someone a few days after the couple had returned from their trip.

This matter was tried to a jury, and at the conclusion of the trial, the jury determined that: (1) Doris had signed a deed to the family farm and had delivered the deed to Dwana; and (2) Bobby exerted undue influence over Doris in the execution of the December 11, 2008 will. The jury awarded Dwana $80,000 in attorney’s fees for work done in the trial court, $30,000 in attorney’s fees for an appeal to this Court, and $10,000 in attorney’s fees for an appeal to the supreme court. On October 28, 2010, the trial court entered its final judgment adopting the jury’s findings, denying Bobby’s request to probate the December 11, 2008 will, and revoking the letters testamentary issued pursuant to the trial court’s May 21, 2009 order. Bobby filed a motion for new trial and a motion for judgment notwithstanding the verdict. Both of these motions were denied, and this appeal followed.

II. STANDARD OF REVIEW

We may sustain a legal sufficiency challenge only when (1) the record discloses a complete absence of evidence of a vital fact; (2) the court is barred by rules of law or of In the Estate of Doris Irene Ward, Deceased Page 3 evidence from giving weight to the only evidence offered to prove a vital fact; (3) the evidence offered to prove a vital fact is no more than a mere scintilla; or (4) the evidence conclusively establishes the opposite of a vital fact. See King Ranch, Inc. v. Chapman, 118 S.W.3d 742, 751 (Tex. 2003). In determining whether there is legally sufficient evidence to support the finding under review, we must consider evidence favorable to the finding if a reasonable fact-finder could and disregard evidence contrary to the finding unless a reasonable fact-finder could not. See City of Keller v. Wilson, 168 S.W.3d 802, 807, 827 (Tex. 2005).

In reviewing a factual sufficiency challenge to an adverse jury finding on which the other party had the burden of proof, we will consider all of the evidence in the record, both in support of and contrary to the finding. See Dow Chem. Co. v. Francis, 46 S.W.3d 237, 242 (Tex. 2001). We will set aside the trial court’s finding only if it is so contrary to the overwhelming weight of the evidence as to be clearly wrong and manifestly unjust. Cain v. Bain, 709 S.W.2d 175, 176 (Tex. 1986). Where there are disputed issues of fact, we give deference to the fact-finder as they are the “sole judges of the credibility of the witnesses and the weight to be given to their testimony.” Jaffe Aircraft Corp. v. Carr, 867 S.W.2d 27, 28 (Tex. 1993). In addition, “[t]he sufficiency of the evidence must be measured by the jury charge submitted when, as here, there has been no objection to it.” Romero v. KPH Consol., Inc., 166 S.W.3d 212, 221 (Tex. 2005).

III. THE JURY’S FINDING OF UNDUE INFLUENCE In his first issue, Bobby contends that the evidence supporting the jury’s conclusion that he exerted undue influence over Doris in the execution of the December In the Estate of Doris Irene Ward, Deceased Page 4 11, 2008 will is legally and factually insufficient. In his second issue, Bobby argues that the trial court erred in admitting hearsay evidence on the issue of undue influence. Specifically, Bobby complains that reports composed by nurses at the Ridgeview Rehabilitation & Skilled Nursing facility contained hearsay within hearsay and should not have been admitted into evidence. A. The Nurse Reports A trial court’s admission or exclusion of evidence is reviewed for abuse of discretion. Niche Oilfield Servs., LLC v. Carter, 331 S.W.3d 563, 569 (Tex. App.—Houston [14th Dist.] 2011, no pet.). Ordinarily, reversal based on the erroneous admission of evidence is warranted only if a review of the entire record demonstrates that the error probably caused the rendition of an improper judgment. Nissan Motor Co. v. Armstrong, 145 S.W.3d 131, 144 (Tex. 2004); see TEX. R. APP. P. 44.1.

Here, when the nurse reports were tendered as evidence, Bobby lodged a blanket hearsay objection. He did not specifically allege that the reports contained hearsay within hearsay, nor did he adequately explain which portions of the reports were problematic. An objection must be specific and timely and allow the trial court an opportunity to cure the alleged error, if any. See TEX. R. APP. P. 33.1(a); see also Lake v. Premier Transp., 246 S.W.3d 167, 174 (Tex. App.—Tyler 2007, no pet.). Moreover, the objection must comport with the argument made on appeal. See Phippen v. Deere & Co., 965 S.W.2d 713, 716 (Tex. App.—Texarkana 1998, no pet.). Because he made a blanket hearsay objection without identifying each part of each report that was problematic and because he did not specifically assert that the reports contained hearsay within hearsay, In the Estate of Doris Irene Ward, Deceased Page 5

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