Knott v. Jensen

27 S.W.2d 624, 1930 Tex. App. LEXIS 369
CourtCourt of Appeals of Texas
DecidedApril 16, 1930
DocketNo. 3392.
StatusPublished
Cited by3 cases

This text of 27 S.W.2d 624 (Knott v. Jensen) 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
Knott v. Jensen, 27 S.W.2d 624, 1930 Tex. App. LEXIS 369 (Tex. Ct. App. 1930).

Opinion

RANDOLPH, J.

This is an appeal from a judgment of the district court of Dallas county, which denied the probate of the will of Mrs. Violet Rebecca Bowen, deceased, said will having been admitted to probate by an order of the county court, and from which order there had been an appeal to the district court. The will was tendered for probate by Mrs.- Carrie Bowen Knott and her husband, John Knott; Mrs. Knott being a daughter of the testator. Mrs. Knott and her husband are the appellants herein, .and will be referred to hereafter as the proponents. The contest was filed by Mrs. Violet Bowen Jensen and her husband— Mrs. Jensen being a daughter of a deceased son of the testator and a granddaughter of the testator — and will be hereinafter referred to as contestants.

The ease was submitted to a jury upon one special issue, which is as follows: “Did or did not Mrs. Violet Rebecca Bowen have testamentary capacity on July 8, 1920, at the time she executed the will in controversy? Answer ‘She did’ or ‘She did not’ as you find,” which the jury answered: “She did not.”

In connection with this issue, the trial court, with reference to the term “testamentary capacity,” and in explanation thereof, instructed the jury that “to make a valid will, the person -making the will must have testamentary capacity at the time of the execution of the will. By testamentary capacity is meant that the person, at the time of the execution of the will, has sufficient mental ability to understand the business in which she is engaged, the effect of her act in making the will, and the general nature and extent of her property. She must also be able to know her next of kin and the natural objects of her bounty. She must have memory sufficient to collect in her mind the elements of the business to be transacted and 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.

“You are further instructed that: If, at the time of the execution of the will by Mrs. Violet Rebecca Bowen, on July 8, 1920, she was under the influence of an insane delusion affecting the disposition of her property which she was making, then you are instructed that she did not at said time have testamentary capacity. An insane delusion is the belief of the existence of a state of supposed facts which no rational person would have believed.”

*625 The issue of unclue influence presented in the contest was not followed up by evidence ; hence it was abandoned.

The disposing portion of the will here in controversy is as follows:

“I desire and direct that all my just debts shall be paid out of my estate without delay by my executor hereinafter named and appointed.
“It is my will and desire and I so direct that after the payment of all my just debts, together with all the expenses incident to the probating of this will, I give, devise and bequeath to Violet Fran’ces Bowen the sum of Ten Thousand Dollars ($10,000.00), and to Mertie J. Bowen the sum of One Thousand Dollars ($1000.00) and to Carrie Bowen Knott the sum of Four Thousand Dollars ($4000.00), the latter in trust, however, for Jack Francis Knott, Helena Knott, Karl Joseph Knott, and Marjorie Violet Knott, to be paid One Thousand Dollars ($1000.00) each, as and when they attain their majority, the said' sum of Four Thousand Dollars ($4000.00) to be invested and re-invested by the Trustee in recognized securities and the enhancement from said fund to be evenly prorated so that the said Jack Francis Knott, Helena Knott, Karl Knott and Marjorie Violet Knott shall each receive an equitable and just proportion as of the time of each attaining such majority.
“It is my will and desire and I so direct that after the payment of all' my just debts, together with all the expenses incident to the probating of this will, I give, devise and bequeath to my beloved daughter, Carrie Bowen Knott, all of my property of whatsoever kind or character, real, personal or mixed, in possession, reversion or remainder, by gift, devise or inheritance, together with the rest and residue of the estate of my husband and myself, as well as all of my separate property and estate and wheresoever situated, to have and to hold, manage, sell or dispose of as she may wish or see proper.”

Under other terms of the will, proponents were named as executors without bond and without the control of a court, except as to the probating of the will, the recording of same, and the return of an inventory and appraisement of the estate.

Upon the verdict of the jury rendered- in their answer to said special issue, the trial court entered judgment denying the probate of the will and holding that decedent .did not have testamentary capacity to make it.

The decedent, Mrs. Violet Rebecca Bowen, was married to John W. Bowen in the city of Dallas in 1876, where she continued to reside until her death. They had two children born to them, the proponent, Mrs. Carrie Bowen Knott, and “J. D.,” a son, who died in 1918, leaving surviving him the contestant, Mrs. Violet Bowen Jensen. In the year 1904, decedent and her husband were divorced, and the property she owned at the time of her death, by the terms of the divorce judgment, became her separate property. Testator was conceded to have been a hard-working, industrious woman, and in the years following her divorce she operated a rooming house. At the time of the execution of the will, the testator owned the real estate which was awarded to her in the divorce decree, and which at that time was worth $50,000, but, at the time of her death, the value of such real estate was variously appraised at from $25,000 to $35,000. There is no evidence that she owned any other property at the time of the execution of the will, except about $1,500 which she had on deposit in the Dallas Trust & Savings Bank.

The evidence upon the question of the testamentary capacity of the testator will be considered in our discussion of the question of the decedent’s sanity and also the question of insane delusion, as bearing upon the want of testamentary capacity to execute the will.

We concur in the opinion of the honorable Chief Justice of the Fort Worth Court of Civil Appeals, in the ease of Kell v. Ross, 175 S. W. 752, 757, in his holding that a mere mistake of fact of the kind indicated is not sufficient to raise.the issue of insane delusion, where the only evidence tending to show that the testator was possessed of an insane delusion at the time of the execution of his will is the fact, as therein contended, that he was laboring under the delusion of having made certain advancements recited in the. will, when the fact was otherwise.

The real question at issue here is want of testamentary capacity, and “whether such want of [testamentary] capacity is produced by ordinary. and complete insanity, or by temporary aberrations or insane delusions.” Rodgers v. Fleming (Tex. Com. App.) 3 S.W.(2d) 77, 80. Such being the rule, it naturally follows that, as a circumstance, the fact that the testator, when she made her will, had no-such sum of money or personal property as would satisfy the money bequest, was admissible in evidence. Especially is this true when taken in connection with the disposition of the real estate belonging to her,

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Bluebook (online)
27 S.W.2d 624, 1930 Tex. App. LEXIS 369, Counsel Stack Legal Research, https://law.counselstack.com/opinion/knott-v-jensen-texapp-1930.