in the Estate of Wilbur Waldo Lynch

CourtCourt of Appeals of Texas
DecidedApril 20, 2011
Docket04-09-00777-CV
StatusPublished

This text of in the Estate of Wilbur Waldo Lynch (in the Estate of Wilbur Waldo Lynch) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
in the Estate of Wilbur Waldo Lynch, (Tex. Ct. App. 2011).

Opinion

OPINION No. 04-09-00777-CV

IN THE ESTATE OF WILBUR WALDO LYNCH, Deceased

From the County Court at Law, Kendall County, Texas Trial Court No. 05-090-PR Honorable Bill R. Palmer, Judge Presiding

Opinion by: Sandee Bryan Marion, Justice

Sitting: Sandee Bryan Marion, Justice Rebecca Simmons, Justice Marialyn Barnard, Justice

Delivered and Filed: April 20, 2011

AFFIRMED

This appeal arises from a will contest over the 2003 will of Wilbur Waldo Lynch. Wilbur

had three daughters: Peggy Sackheim, Patricia Alderman, and Tracy Lynch. Wilbur died in July

2005, and Tracy filed an application to probate the 2003 will. After it was admitted to probate,

Peggy and Patricia contested the will on the grounds that their father lacked testamentary

capacity to execute the 2003 will and he executed it as a result of undue influence by Tracy. A

jury returned a verdict in favor of Peggy and Patricia and awarded them their attorney’s fees.

Although the jury found that Tracy incurred over $600,000 in reasonable and necessary

attorney’s fees, it found she did not act in good faith and with just cause in defending the 2003

will. Based on the jury’s verdict, the trial court set aside the order probating the 2003 will, 04-09-00777-CV

admitted the 2001 will to probate, granted Peggy and Patricia their attorney’s fees, and denied

Tracy’s request for attorney’s fees. Tracy now appeals.

BACKGROUND

Wilbur had a career that included flying planes during World War II, working for Pan

American World Airways, and running a small oil and gas business. He and his wife’s two

eldest daughters, Peggy and Patricia, were sixteen and fourteen years, respectively, older than

their youngest daughter, Tracy. In 1995, Wilbur suffered a stroke. Patricia, who lives in Florida,

began to travel to Wilbur’s home in Boerne, Texas once a month for six and one-half years to

assist Wilbur with his business. Peggy lives in Arizona, and Tracy lives in Texas.

In March 2000, Wilbur’s wife died. After her mother’s death, Tracy and her children

moved in with Wilbur to care for him. By this time, Wilbur needed help with everything,

including bathing and eating. He could not read, and he needed help using the telephone or the

television.

In November 2000, Wilbur filed an “affidavit” at the courthouse giving Tracy his house.

In April 2001, the entire family met with an estate planning attorney, John Bakke, and Wilbur

created an inter vivos trust that required the unanimous consent of his three daughters to dispose

of his property. Additionally, Wilbur executed the 2001 will that left his estate in equal shares to

his three daughters upon his death. He also filed a deed giving Tracy the house.

In May 2001, a caregiver was hired to come to Wilbur’s house on weekdays. Sherri

Zaskoda, an experienced geriatric nurse’s aide, took Wilbur to his doctor’s appointments, filled

his prescriptions, prepared some meals, and ensured Wilbur and his home were clean. Zaskoda

was with Wilbur forty hours per week for more than two years. According to Zaskoda, Wilbur

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had good days and bad days, and none of his doctors discussed the possibility that he suffered

from dementia.

In 2003, William Leighner, the attorney who prepared the 2003 will, hired Dr. Raymond

Costello, a clinical psychologist, to conduct a testamentary capacity evaluation of Wilbur. At the

conclusion of the evaluation, Dr. Costello “saw no reason to question [Wilbur’s] competency to

execute his Last Will and Testament at this time or for the foreseeable future within the next few

months if no untoward medical situations occur.” Four days later, Wilbur executed the 2003

will. Wilbur died in 2005 at the age of ninety-two.

DOES A FINDING THAT A TESTATOR LACKS TESTAMENTARY CAPACITY CONFLICT WITH A FINDING THAT HE WAS UNDULY INFLUENCED

In answer to jury question number one, the jury found that Wilbur did not have

testamentary capacity when he executed the 2003 will. 1 In answer to jury question number two,

the jury found that at the time Wilbur executed the 2003 will, he was acting under the undue

influence of Tracy. 2 In her first issue, Tracy asserts these findings create an irreconcilable

conflict because a person cannot both lack testamentary capacity and be unduly influenced. She

argues these findings implicate the same material fact: a person’s mental capacity. In a related

issue, Tracy asserts the trial court erred by admitting into evidence the testimony of appellees’

expert, Dr. Martha Leatherman, a geriatric psychiatrist, because Dr. Leatherman failed to

1 The jury was instructed that “testamentary capacity” means “sound mind. It is the required legal capacity to make a Will and means that a person, when signing a Will, must have the sufficient mental ability to: 1. Understand the business in which he is engaged; 2. Understand the effect of his act in making a Will; 3. Know his next of kin and the objects of his bounty and their claims upon him; 4. Understand the general nature and extent of his property; and 5. Have sufficient memory to collect in his mind the elements of the business to be transacted, to hold them long enough to perceive, at least their obvious relation to each other, and to be able to form a reasonable judgment as to them.” 2 The jury was instructed that “undue influence” means: “(1) the existence of an influence; (2) that subverts or overpowers the mind of the testator at the time of the execution of the will; and (3) the will would not have been signed by the testator but for such influence.”

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recognize that lack of testamentary capacity and undue influence are mutually exclusive. 3 Tracy

asserts Dr. Leatherman’s opinion that a person can lack testamentary capacity and be unduly

influenced has been rejected by both the Texas Supreme Court and this court. Therefore,

according to Tracy, because Dr. Leatherman’s opinion “is contrary to established, black-letter

law,” it is entitled to no weight and her testimony amounts to “no evidence.”

Lack of testamentary capacity and undue influence are two distinct grounds for avoiding

a will. Rothermel v. Duncan, 369 S.W.2d 917, 922 (Tex. 1963); Long v. Long, 133 Tex. 96, 125

S.W.2d 1034, 1036 (1939). Many courts, including this one, have relied without further analysis

on Rothermel for the proposition that a finding of testamentary incapacity and undue influence

are in conflict. See, e.g., Lowery v. Saunders, 666 S.W.2d 226, 229 n.2 (Tex. App.—San

Antonio 1984, writ ref’d n.r.e.) (stating in a footnote “that the testatrix lacked testamentary

capacity and that she was unduly influenced are in conflict”). In Rothermel, the Texas Supreme

Court stated that “while testamentary incapacity implies the want of intelligent mental power,

undue influence implies the existence of a testamentary capacity subjected to and controlled by a

dominant influence or power.” 4 369 S.W.2d at 922. The Rothermel Court relied on its opinion

3 Tracy also contends Dr. Leatherman’s opinion is unreliable because her methodology was flawed. Tracy did not argue this complaint during the Daubert challenge hearing; therefore, it is waived. See Coastal Transp. Co. v. Crown Cent. Petroleum Corp., 136 S.W.3d 227, 233 (Tex.

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