Latham v. Jordan

3 S.W.2d 555, 1928 Tex. App. LEXIS 132
CourtCourt of Appeals of Texas
DecidedMarch 6, 1928
DocketNo. 1660.
StatusPublished
Cited by1 cases

This text of 3 S.W.2d 555 (Latham v. Jordan) 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
Latham v. Jordan, 3 S.W.2d 555, 1928 Tex. App. LEXIS 132 (Tex. Ct. App. 1928).

Opinion

WALKER, J.

This suit was filed April 1, 1924, by James O. Latham and his two sisters against Sirs. Cora Jordan, individually and as executrix of the last will and testament of her deceased husband, G. W. Jordan, who died in May, 1920, to establish a trust against his estate in the sum of $12,000, with interest at 6 per cent, per annum from February 1, 1903. Defendant answered by general and special demurrers, general denial, and pleas of limitation. By supplemental petition plaintiffs pleaded a letter purporting to he from G. W. Jordan to James O. Latham, dated July 24,1918, as follows:

“G. W. Jordan, Investments.
“307 Houston Power & Lighting Co. Bldg. “Phone Preston 2503.
“Houston, Texas, 7/24, 1918.
“Mr. J. O. Latham.
“Dr. Oliver.
“Xour letter of July 22 received with your will inclosed and I must say the instrument is well composed. I hope you will live to get through the war and come out all right. It reminds me of my will. In it I provided for you three children. You are to get twelve thousand dollars with all accrued interest that father left with me for Ida and her children a few years before his death. I have kept it in good loans most all time at ten per cent, per annum. It ought to amount to at least-thirty thousand dollars by now. You three children will get this money divided equally between you. Cora is going to raise hell about it for she is afraid I am going to give the Latham children part of my property at my death. You do not need any money much before you are thirty yrs. old. Some time ago you wrote me you children were going to sue. and break father’s will where Ida was disinherited. You must never do this boy for I will not let you. Let that will stand as it was made. I am taking care of you children at my death. At times my arm is weak and I can hardly write. I sold the Hare farm for twenty thousand five hundred dollars. If you had of stayed on this ranch I intended for you to have it at my death, but now you and the girls can have it in money between you. I don’t blame you for leaving the ranch for it was a hell of a place to live. Well, boy, be a good soldier and obey your superiors. Get off and visit us soon. When you are discharged I want you to come and live with us and help me in my business if Cora don’t raise too much hell. Write me soon.
“Yours very truly, G. W. Jordan.”

This supplemental petition was answered by a plea of forgery. The theory of the plaintiffs was that their grandfather, John Jordan, having disinherited their mother, gave to their uncle, G. W. Jordan, $12,000 to be held by him in trust for them, and to be paid to them on the death of G. W. Jordan. In answer to special issues, the jury found that no such trust was created. This appeal was duly prosecuted by the plaintiffs from the judgment entered against them on.that verdict.

Appellants attack the verdict of the ju *557 ry as being without support. This assignment is overruled. Their father testified that he had received letters from G. W. Jordan acknowledging the trust in the sum of $12,000, but was unable to find the letters. On the evidence before us the reputation of this witness for truthfulness and veracity was very bad. Judge J. V. Meek, a witness for appellants, testified that he knew G. W. Jordan, and had been his attorney in many matters over a long period of years. He said that Mr. Jordan had talked with him about this trust.

“He told me that he had a brother-in-law that wasn’t worth a damn, and that his father had left Ms sister’s money to him, and that he had this boy and girl, nephew, back there. He told me that he had their money and that at his death they were going to get it, and he wanted to be sure of it.”

Judge John M. Oobb, a witness for appellants, testified that he also had been attorney for Mr. Jordan, and that Mr. G. W. Jordan had talked with him about his father’s estate. He said:

“Mr. Jordan was reared in Alabama, and he made one or two trips that I remember back there in the settlement of his father’s estate-might have been his mother’s estate, too; I don’t know. He told me about what he had got. At one time he told me that he had a sister, that his father had disinherited on account of some ill feeling toward her husband, and that some money he got from the estate he wanted, when he died, to go to his side of the house, and especially those children, the Latham children, the plaintiffs in this suit, J. O. Latham and his sisters and brother. J. O. Latham is the man over there — Oliver Latham. I think Oliver wrote me about the matter, and I told him Mr. Jordan had told me something to that effect. My recollection about the matter now is about what it was in 1923, I suppose. My recollection is that Oliver wrote me something about it, and I believe I wrote Mm a letter back. I am not sure about that.”

Appellant J. O. Latham testified to the trust and offered in evidence the letter which he pleaded in his supplemental petition. But in our judgment the issue of forgery was not only raised against this letter, but was clearly established. Appellee offered the following circumstances against the trust:

(a) The suit was not filed until four years after the death of G. W. Jordan.

(b) In 1903 there were only two banks in Huntsville, the town where John Jordan, the grandfather, lived, and an examination of the books of these two banks failed to disclose any such transaction. John Jordan had no account with one of the banks, but had an account with the other, which was offered in evidence, from October, 1901, to April, 1905.

(c) While it was possible for him to have had $12,000 the first of the year 1903, it was not probable, and for him to have given $12,-000 to G. W. Jordan to’be held in trust for his daughter Ida and her children, such a gift would have been out of all proportion to her interest as an heir in his estate.

(d) John Jordan’s attorney, who was intimate with him for many years prior to 1903 and up until his death, and who wrote his will, had never heard of the trust. None of John Jordan’s other intimate friends had heard of the trust. His surviving wife had never heard of the trust. She testified:

That she married John Jordan in 1882, and lived with him until his death in 1906; that she was familiar with her husband’s business. “John Jordan never discussed with me this trust fund, and never mentioned it to me, if it ever existed. I would have known of such trust fund, if it had been created by him, in the year 1902 or 1903. I never heard this trust fund discussed or mentioned by John Jordan, G. W.'Jordan, Sam Latham, or Ida Latham, or any other member of the family of John Jordan.”

(e) G. W. Jordan’s books, from 1905 on for several years, were offered in evidence, and they failed to reveal any such sum as $12,000. In 1905 the books show an estate of only about $5,000. His books for the years previous to 1905 had been destroyed by fire.

On the issue of forgery, two or three witnesses testified that they thought the letter was in the handwriting of G. W. Jordan. An equal number testified that it was not in his handwriting. Appellees introduced as their witness Mr.

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3 S.W.2d 555, 1928 Tex. App. LEXIS 132, Counsel Stack Legal Research, https://law.counselstack.com/opinion/latham-v-jordan-texapp-1928.