Kennedy v. Upshaw

64 Tex. 411
CourtTexas Supreme Court
DecidedJuly 1, 1885
DocketCase No. 5227
StatusPublished
Cited by47 cases

This text of 64 Tex. 411 (Kennedy v. Upshaw) is published on Counsel Stack Legal Research, covering Texas Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Kennedy v. Upshaw, 64 Tex. 411 (Tex. 1885).

Opinion

Stayton, Associate Justice.

There is no question made as to the due execution of the will of James H. Martin, which was offered for probate by the appellees; but it is claimed that so much of that will as appointed Upshaw and Cox executors of the will, and trustees for Mrs. Hagler, was revoked by the codicil which is offered for probate by the appellant in connection with the will.

The appellees assert, and filed an affidavit to the effect, that the paper offered as a codicil is a forgery, and this presented the issue in the case.

On the trial in the county court the appellant offered in evidence a deed of gift, purporting to have been executed by the testator to her children on the same day the paper offered as a codicil to the will appears to have been executed. This instrument professes to convey to the children of the appellant a part of the property given by the will to Mrs. Hagler, was witnessed by the appellant and her husband, as was the codicil, and is claimed by the appellees to be a forgery.

This deed of gift was offered in evidence by the appellees, over the objection of the appellant, for the purpose of illustrating the motive which may have influenced the forgery of the codicil, and as a part of the same transaction, it appearing that the two papers came into existence at the same time and in the presence of the same persons.

This ruling is assigned as error. We are of the opinion that the court did not err in this respect, and especially so as there was some evidence tending to show that the instrument did not bear the genuine signature of the testator.

The jury might consider all the facts transpiring at the time the [415]*415codicil was claimed to have been executed, although but remotely bearing on the question of the genuineness of the codicil.

The paper was claimed by the appellant to be genuine, had been offered by her in the same case, and disposed of a part of the property to which the testator but a short time before had given a different direction by his will.

James H. Martin died March 28, 1883; the will offered for probate bore date February 8, 1883, and the codicil was of date March 15 of the same year.

On the trial the appellees offered in evidence a judgment rendered in the district court for Hill county on August 9, 1880, in a cause in which James H. Martin, Mrs. S. A. Hagler and I. F. Hagler were plaintiffs, and the appellant and her husband were defendants, in which, by agreement, certain lands were set apart to the appellant and other land to James H. Martin. To the introduction of that judgment the appellant objected upon the ground that it was irrelevant.

The appellant had been examined as a witness in reference to this judgment, and it seems stated fully all that she knew about it, and was not so examined in reference to it as to lay the predicate for impeaching her evidence by introducing the judgment for the purpose of showing that she had made any incorrect statement in reference to it.

The evidence, therefore, was not admissible for the purpose of impeaching her evidence, even if the judgment itself was relevant.

The issue was as to the forgery of the codicil, and we cannot see what relevancy the judgment in question could have to that issue.

That the testator had brought a suit against the appellant and had agreed to a judgment in her favor for certain lands, and that certain lands should be vested in himself, and that such a judgment was entered, certainly could not tend to prove that a codicil to his will, appearing to be executed several years afterwards, was a forgery.

In what right or by reason of what fact the appellant asserted title to a part of the land for which judgment was rendered in her favor does not appear; the presumption is that it was by reason of some fact which entitled her to it, and from the existence of such a judgment no inference unfavorable to the appellant could be drawn; much less would such a fact tend to prove that a codicil made to the will, to which the appellant was a witness, was a forgery.

Such evidence would not even tend to show ill-feeling on the part of the testator towards his daughter, and certainly not to show [416]*416such state of feeling towards his grandchildren, who were the beneficiaries in the deed of gift, if such an inquiry could be made in a case in which the forgery of the codicil, by which neither the appellant nor her children took anything, was the issue.

This evidence was calculated to divert the mind of the jury from the real issue in the case; was misleading, and should have been excluded.

In the course of the trial in this case, as shown by bill of exceptions, the following matters occurred:

“ S. C. Upshaw and John Cox, applicants for the probate of the will of J. H. Martin, deceased, offered to prove by Geo. Orenbaum and John P. Cox, the following facts, to wit: ‘That J. H. Martin, deceased, after his return from Wooten Wells, Bobertson county, to Hill county, in his room in the Orenbaum Hotel, on the 18th day of March, 1883, replied in the following manner to the following questions propounded to him by S. 0. Upshaw, one of the applicants for probate of the will: “ Col. Martin, have you made any change in your will or in the disposition of your property ? ” To which J. H. Martin replied: “Upshaw, what do you mean?” To which Upshaw replied: “ I thought you may have done so, and if you have, I wanted to know it.” To which Martin replied: “No; I have not made any change in my will or in the disposition of my property, and I am not going to, and am surprised that you ask me such a question.” ’ To which evidence the contestant S. W. L. Kennedy objected for the following reasons:
“ 1. That said declarations were made subsequent to the making of his said will and codicil, and were so remote as to form no part of the res gesta in the execution of either.
“ 2. That the same is hearsay testimony.
“3. That there is in this case no issue as to the mental capacity of the testator, or of undue influence upon him by any one; therefore the said declarations are not admissible as evidence.
“ 4. Because said declarations, if made at all, were made by the testator in disparagement of the codicil, dated March 15,1883. All of which said objections were overruled by the court, and the said contestant in open court excepts, and had her bill signed, which was done with this explanation of the court below: ‘I believe the law to be, when the issue is one of fraud or forgery, as in this case, subsequent declarations of the testator are admissible as a circumstance,’ etc.
“ John B. Cox testified as follows (over appellant’s objections): ‘ Martin came back to Hillsboro from Wooten Wells. I saw him [417]*417after he came back, and he told S. C. Upshaw, in my presence and in the presence of Geo. Orenbaum, that he had made no change in his business or will, and he was not going to. This conversation in regard to change in his will took place after Martin returned from Wooten Wells, on second day after his return, I think.’

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Bluebook (online)
64 Tex. 411, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kennedy-v-upshaw-tex-1885.