in the Matter of the Estate of Willard O. Allen

407 S.W.3d 335, 2013 WL 1914938, 2013 Tex. App. LEXIS 5675
Court of Appeals of Texas·Decided May 9, 2013·No. 11-11-00131-CV·Published·Cited by 11 cases

Opinion

OPINION

TERRY McCALL, Justice.

This is an appeal of an order admitting a will to probate as a muniment of title. Appellant, Willard Miles Allen, objected to the probate of his father’s will, alleging that his mother, Jo Ann Allen, was in default for failing to offer the will to probate within the four-year time period prescribed by Tex. PROb.Code Ann. § 73(a) (West 2003). In a bench trial, the trial court found that Jo Ann Allen, Appellee, “was not in default in failing to present the [will] for probate within the four years.” Id. The trial court admitted the will to probate.

In a single issue, Appellant contends that the evidence was insufficient to support the trial court’s finding and conclusion that Appellee was not in default for failing to present the will for probate during the four-year statutory period immediately following the testator’s death. We note that Appellant does not challenge the trial court’s other findings of fact. Appellant requests that we render judgment, not remand the case; therefore, Appellant’s contention is that the evidence was legally insufficient to support the trial court’s judgment. We affirm.

Background Facts

Appellee, Jo Ann Allen, married Willard O. Allen in 1949. They were married for fifty-six years prior to his death and had four children: Willard Miles Allen, Tom *337 Henry Allen, William Russell Allen, and Melody Jo Allen. Willard 0. Allen left a valid will dated April 22, 1976, naming Appellee as Independent Executrix and leaving Appellee all of his property, community or separate.

Within a month of her husband’s death in 2005, Appellee met with a local attorney in Coleman County. Because there were no debts or liens, he advised her that she had the option of probating the will or executing an affidavit of heirship. As a result of their discussion, Appellee understood that the two options would lead to the same result, that she would inherit all of her husband’s property under either option, and that filing the affidavit would be less expensive and could be done quickly. Appellee testified that they did not discuss whether her husband left community or separate property and that, at the time of the meeting, she did not know the law treated community and separate property differently. She remembered that the lawyer told her that she “could always probate [the will] later if she needed to.” Appellee said she chose the affidavit because she just “wanted to get it done” so she could make a will to leave everything to her children. She knew that her husband and his brother had filed .an affidavit of heirship with respect to their father’s property and that she and her brother had filed one for their father’s property. Ap-pellee discussed her choice with her children; they did not object.

Appellee was eighty-one years old at the time of the hearing on her application to probate the will as a muniment of title. Appellee testified that she remembered being anxious to have the estate settled but that time and money were not factors; she just wanted the estate settled quickly so she could make a new will. The lawyer’s secretary, Mary Knox, recalled that time was an issue for Appellee and that there was some conversation about the affidavit of heirship being less expensive than probate. Knox prepared the affidavit and said that she did not have any concerns about a conflict between the affidavit and the will.

At the time of his death, Willard 0. Allen owned two tracts of land that were his separate property: a 65.14-acre tract and a 188-acre tract. In 2010, Appellee had a dispute with her son, Appellant, who was keeping livestock on the property. Appellee asked Appellant to remove his livestock to allow her to lease the property. He refused. Appellee then consulted another Coleman attorney who advised her that there was a problem with the affidavit of heirship. Tex. PROb.Code Ann. § 38(b) (West 2003), dealing with the intestate succession of property other that community property, provides that, in situations where there are surviving children, the surviving wife is entitled to a life estate in one-third of the land of the intestate, with remainder to the child or children. Within a month of receiving this advice, Appellee, on April 8, 2010, filed her husband’s Last Will and Testament for probate in Coleman County. Her husband died on August 9, 2005.

Appellant was the only child who contested the application to probate the will. His opposition was based on the four-year limitation period for filing a will for probate. PROB. § 73. He contended that his mother was in default for failing to file the will within the period. The other three children filed affidavits stating that they did not object to Appellee filing the will for probate more than four years after their father’s death.

The affidavit of heirship referred to the two tracts of land, but did not describe the property as community or separate. The affidavit recited that Willard Orville Allen *338 “died leaving a written will” and attached a copy of the will to the affidavit.

Appellee’s attorney acknowledged at trial that decedent’s separate property would pass differently under the descent and distribution laws of Texas than under the will that left all property to his wife. He admitted that, if he had known the two tracts were separate property, he would have probated the will. Appellee testified that she had no legal training or background, that she trusted her lawyer to give her good advice, that she understood that she inherited all her husband’s property whether the will was probated or an affidavit of heirship was filed, and that she could file the will for probate later if necessary. Appellee testified that it was important to her to inherit the property because it was a savings account that she might need.

Appellant testified that his mother told him that she wanted to file an affidavit of heirship because she and her brother had done that for their father’s property, her husband and his brother had done the same for their father’s property, and the affidavit would cost less money than probating the will. Appellant told his mother that was alright with him. His mother expressed to him that getting everything done quickly was a concern. Appellant testified that he did not think that Appel-lee was concerned about whether some of the property went to her and some to the children because she told him that the property was going to the four children.

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in the Matter of the Estate of Willard O. Allen, 407 S.W.3d 335, 2013 WL 1914938, 2013 Tex. App. LEXIS 5675 (Tex. Ct. App. 2013).

407 S.W.3d 335 (in the Matter of the Estate of Willard O. Allen) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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