in the Estate of Robert L. Wright

482 S.W.3d 650, 2015 Tex. App. LEXIS 12644, 2015 WL 9285005
Court of Appeals of Texas·Decided December 15, 2015·No. NO. 14-14-00401-CV·Published·Cited by 10 cases

Opinions

OPINION

Martha Hill Jamison, Justice

This appeal concerns the disposition of a particular piece of property owned by the decedent, Robert L. Wright. Appellant Robert Tautenhahn is the independent executor and a named beneficiary of the will admitted to probate. Appellee Leroy Stroman contested the will and sought to establish his entitlement to the particular property, among other things. The trial court held that the will in question was valid and properly admitted to probate but that Wright had gifted the property to Stroman. Accordingly, the trial court created a constructive trust over the property favoring Stroman. The trial court' also awarded attorney’s fees to Stroman to be paid from Wright’s estate because Stro-man in good faith defended a different will in which he was a named beneficiary.

In three issues on appeal, Tautenhahn contends that (1) the trial court erred in basing its decision that Wright made a gift of the property to Stroman on testimony that was inadmissible under the so-called Dead Man’s Rule, (2) .the evidence was legally insufficient to support the trial court’s gift finding, and (3) the trial court erred in awarding Stroman attorney’s fees.1 We affirm.

Background

Prior to his death, Robert L. Wright owned several.properties in Brazoria and Harris counties in Texas. When Wright died on January 10, 2012, at the age of 87, he was not married and had no surviving children, parents; or siblings. A will purportedly executed bn July 7, 2010 was admitted to probate on February 21, 2012. This will named Robert Tautenhahn as independent executor and bequeathed half of Wright’s estate to Tautenhahn and half to Lindsey Bozeman. Bozeman disclaimed her share of the inheritance shortly after Wright’s death. Leroy Stroman subsequently filed an application to contest the validity of the will, alleging forgery, undue influence, and a lack of testamentary, capacity. Stroman asserted that another, unproduced instrument that bequeathed several properties to him was the proper will to be probated. Stroman further al[653]*653leged that Wright had gifted him a property located at 105 Sweeney Street in West Columbia, Texas and in the alternative, that he was entitled to reimbursement for expenses at that property.

Stroman testified that he began working for Wright in 1987 or 1989, initially doing general maintenance and later as a manager and supervisor for many of.Wright’s properties.2 According to Stroman, he had a very close relationship with Wright, “like father and son.” When Stroman told Wright that a house he liked, at 105 Sweeney Street, was put on the market in 1994, Wright bought the house and gave Stro-man the keys. For the next two years or so, Stroman paid Wright $400 a month for the house. Wright then told Stroman “that was .it,” the house was Stroman’s. Stroman said that he never tried to get Wright to sign over a.deed to the property because he trusted Wright and, shortly after Stroman made the last payment, Wright showed him a copy óf a will which showed Stroman as receiving the 105 Sweeney Street property. Tautenhahn acknowledged that such a will existed at one time but argued it was superseded by later wills. Copies of the will shown to Stroman apparently were discarded when Wright’s condo was cleaned out while he was in the hospital, and no copy was produced at trial.

Stroman further stated that he had lived at the 105 Sweeney Street property continuously since about 1994 except for an eight month period when the house was being remediated due to mold. Stroman said that he paid the property insurance premiums and the insurance was in his name.3 When the mold remediation occurred, the insurance company only dealt with Stro-man and made the checks out to Stroman and the remediation contractor; Stroman estimated the total amount of insurance proceeds — including that needed to restore the home and provide him with a hotel room while the work was being done — at $135,000. He further valued the current worth of the house to be around $100,000.

James Wleczyk testified once in casual conversation, Wright told him that he was going to leave a lot of properties to Stro-man when he died because Stroman was the only one “that he could count on when he needed something.” According to Wleczyk, Wright indicated all of his properties in West Columbia would be left to Stroman, including the house Stroman was then living in, which Wleczyk referred to as “Leroy’s house.” Wleczyk recalled that this conversation occurred in 2009 or 2010.

Tautenhahn testified that he met Wright in 1961 through the Big Brothers Association when Wright was assigned. as Tauten-hahn’s mentor. According to Tautenhahn, they kept in touch over'the years; “it’s kind of like having an uncle, he is just always there,” he said. In 2009, Wright asked Tautenhahn to help him with his rental properties and straighten out his finances,.

Tautenhahn stated that in 2010, he had' a crew of workers clean Wright’s condo, which apparently was full of papers and other possessions retained through the years. According to Tautenhahn, Wright regularly had wills prepared, and the crew discovered and discarded copies of a num[654]*654ber of wills. Tautenhahn explained that he assumed if anyone needed one of the wills, a copy would be found in a safe place. In addition to the July 7, 2010 will that was admitted to probate, wills from 1979 and 1997 were admitted into evidence. The 1997 will included Stroman as a beneficiary, but Stroman.said that was not the will Wright had shown him. The 1997 will bequeathed a percentage -of Wright’s estate to Stroman rather than naming specific properties. Tautenhahn acknowledged that while cleaning Wright’s condo, he saw a document that listed Stro-man as the recipient of 105 Sweeney Street. He, did not recall specifically whether it was a will or a deed, but he said,' “It read more like a will.” When Wright began having medical issues, Stro-man asked to have 105 Sweeney Street transferred into his name. Tautenhahn pressed Wright to transfer the property and even began the process, but Wright refused because Stroman had not been appreciative. Tautenhahn explained that it would have helped Wright’s finances to be rid of the property because its taxes were overdue. In November 2011, Tau-tenhahn attempted to have Stroman evicted from 105 Sweeney Street.4 Tauten-hahn said the eviction proceeding was at Wright’s direction as Wright had come to feel Stroman was “not very appreciative.” In his testimony, Stroman noted that in prior wills, Wright had consistently provided significant gifts for the University of Texas, thus casting doubt on the validity of the July -7, 2010 will, which left nothing for the university. Stroman said that Tauten-hahn called him at one point and was reading parts of Wright’s' will over the phone that left properties to Stroman, asking Stroman, “what kind of damn hold do you have on Mr. Wright?”

When the trial - court asked Stroman whether he was making a legal or equitable argument that the property became his prior to Wright’s death or that there is a purported will that had not been produced, Stroman replied “both.” Stroman further acknowledged that taxes were past due on the property. He said That he thought those were going' to be paid by the estate and he saw no reason to pay the taxes if he was not going to be awarded the property.

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in the Estate of Robert L. Wright, 482 S.W.3d 650, 2015 Tex. App. LEXIS 12644, 2015 WL 9285005 (Tex. Ct. App. 2015).

482 S.W.3d 650 (in the Estate of Robert L. Wright) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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