Isbell v. Williams

738 S.W.2d 20
CourtCourt of Appeals of Texas
DecidedAugust 25, 1987
Docket9565
StatusPublished
Cited by7 cases

This text of 738 S.W.2d 20 (Isbell v. Williams) 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
Isbell v. Williams, 738 S.W.2d 20 (Tex. Ct. App. 1987).

Opinion

GRANT, Justice.

A prior judgment in this case was reversed and remanded. Isbell v. Williams, 705 S.W.2d 252 (Tex.App.-Texarkana 1986, writ ref’d n.r.e.). This second appeal is from a judgment in the retrial which held that twc accounts established in a savings and loan institution in Paris, Texas, by Annie Isbell before her death were trust accounts. The result was that funds in the accounts would go to the trust beneficiaries, who are the appellees in this case, rather than pass under the will of Annie Isbell to appellants and others.

Annie Isbell opened the two accounts in question in different months of 1980. Each account card had printed language denoting a joint savings account with a right of survivorship, although Annie Isbell’s was the only signature on the cards. Handwritten language at the top of each card, however, provided “Annie Isbell TR/for Brenda Schell Williams and Mark Schell” (except that on one card the last names appear first).

Annie Isbell died on May 28, 1981, with both of the savings and loan accounts still in existence. The appellants claimed the funds in the two accounts under Annie Isbell’s will which devised her personal property, including “cash on hand, savings, certificates of deposit” in four shares to the appellants and two grandchildren. The appellees, in turn, claimed the funds in the accounts as beneficiaries of trusts which they contended were established by the account cards.

The savings and loan association filed an interpleader action and deposited the funds into the registry of the court. The jury in the first trial found that Annie Isbell intended for the money in the accounts to go to Brenda Williams and Mark Schell. Appeal was taken, and on January 14, 1986, this Court reversed and remanded the case. Isbell v. Williams, supra. We concluded that an ambiguity existed on the account cards between the printed and handwritten language and that the controlling fact issue in the case under the nontestamentary provisions of the Texas Probate Code is whether or not the form of the account and the deposit agreement, along with parol evidence to clarify ambiguities, are sufficient to comply with the requirements for establishing trust accounts as set forth in Tex. Prob.Code Ann. § 436(14) (Vernon 1980).

On remand, only two witnesses testified: the president of the interpleader and another banker with many years experience. The testimony of both witnesses was that the two accounts in question, by virtue of the account cards used and as modified by handwritten language, were trust accounts and that this interpretation was consistent *23 with the manner of establishing such accounts in 1980.

The appellants called no witnesses but did cross-examine the two bankers extensively as to the nature of the two accounts. The jury found the accounts to be trust accounts, and a judgment was rendered accordingly.

Appellants bring thirty-two points of error.

In Isbell v. Williams, supra, this Court held that an ambiguity exists between the printed and handwritten language on the account cards in question. We further stated that the handwritten language would control over the printed language on the account cards, and that parol evidence could be introduced to clarify the existing ambiguities. Appellants argue that the appellees were required to plead ambiguity in the retrial of this case. Appellants also argue that the trial court erred in admitting parol evidence, because there was no pleading of ambiguity. The appellees take the position that the issue of ambiguity was tried by consent of the parties and that the issue should be treated in all respects as if it had been raised in the pleadings, as is provided by Tex.R.Civ.P. 67. The record so reflects, and we agree with the appellees’ contention. No objection was made in the trial court that appel-lees had failed to plead ambiguity, and the extrinsic evidence concerning the ambiguity was fully developed. Thus, that alleged defect was waived, and it is presumed that the issue was tried by consent. Gulf & Basco Co. v. Buchanan, 707 S.W.2d 655 (Tex.App.-Houston [1st Dist.] 1986, writ ref’d n.r.e.); Realtex Corp. v. Tyler, 627 S.W.2d 441 (Tex.Civ.App.-Houston [1st Dist.] 1981, no writ); Damron v. C.R. Anthony Co., 586 S.W.2d 907 (Tex.Civ.App.-Amarillo 1979, no writ).

In several points of error, appellants contend that the court erred in refusing to admit Annie Isbell’s will or to submit special issues related to her intent at the time she set up the accounts or to take various other actions relative to discovery of Annie Isbell’s intent. Annie Is-bell’s intent standing alone as to whom she wanted to have the property after her death was not a controlling issue. The jury had to determine if the transactions with the savings and loan association factually complied with the requirements to set up trust accounts under Section 436(14) of the Probate Code. 1

Appellants specifically complain of the exclusion from evidence of Annie Is-bell’s will. While we find that the will should have been admitted into evidence as having some relevancy, we do not find that this exclusion constitutes reversible error. We cannot conclude that the exclusion of this evidence was reasonably calculated to cause or probably did cause the rendition of an improper judgment, because the documents signed by Annie Isbell setting up the accounts and the testimony concerning the nature of these documents tend to have much greater probative force than the contents of a will that was made several months earlier and that in no way precluded Annie Isbell from setting up the accounts as trust accounts. See Modern Exploration, Inc. v. Maddison, 708 S.W.2d 872 (Tex.App.-Corpus Christi 1986, no writ).

A portion of the jury instruction provided:

In case of any conflict between the meaning of the words which were handwritten on the account cards and the printed portion of the cards, the handwritten words will control.

Appellants contend that the instruction was a comment on the weight of the evidence and that there was no evidence that Annie Isbell applied the handwritten words herself or that she understood their meaning. The account cards were admitted into evidence with the stipulation that they had *24 been signed by Annie Isbell. No objection was made to the handwritten words on the documents. Therefore the documents including the handwritten changes were in evidence for all purposes. There is no requirement that these changes be in Annie Isbell’s handwriting and the party introducing the exhibit does not have the burden of showing the signer’s subjective understanding.

The instruction to the jury is in accordance with well-established law. Southland Royalty Co. v. Pan American Petroleum Corp.,

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738 S.W.2d 20, Counsel Stack Legal Research, https://law.counselstack.com/opinion/isbell-v-williams-texapp-1987.