Long v. Long

98 S.W.2d 236
CourtCourt of Appeals of Texas
DecidedNovember 5, 1936
DocketNo. 3439
StatusPublished
Cited by9 cases

This text of 98 S.W.2d 236 (Long v. Long) 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
Long v. Long, 98 S.W.2d 236 (Tex. Ct. App. 1936).

Opinion

WALTHALL, Justice.

On December 8, 1932, appellants, Frank O. Long, W. S. Long, and Charles Edward Long, filed in the probate court of Dallas county, Tex., an application for probate of what they alleged to be the last will and testament of Mrs. Martha I. Long, deceased, in which document appellants were named as executors thereof. Appellee, Frances Mae Long, filed a contest to the application for probate of the document as the last will and testament of Mrs. Martha I. Long, asserting, for reasons stated, that the document tendered as the last will and testament of Mrs. Martha I. Long was not her last will and testament.

On a hearing in the county court the document was there admitted to probate on July 15, 1933; on appeal to the district court the matter was tried de novo, a jury sitting, and resulted in a mistrial. It was tried again, and upon special issue submitted the jury found from the preponderance of the evidence:

1. That Mrs. Martha I. Long, when she signed the will in question on December 12, 1927, had testamentary capacity to execute it.

2. That Mrs. Martha I. Long was caused to sign the will in question through undue influence exerted upon her mind and will by her son, Frank O. Long.

3. That the will was executed under the formalities and witnessed as requested.

The court overruled appellant’s motion for judgment, and on the jury’s findings en[237]*237tered judgment that the instrument of Mrs. Martha I. Long is not her valid last will and testament and refused its probate, and ordered that the decree be certified to the county court for observance.

Appellant’s motion for a new trial was heard and overruled, and this appeal was perfected.

Opinion.

The document in controversy, to which we will herein refer as the will, was executed by Mrs. Martha I. Long on December 12, 1927. At the time of its execution Mrs. Long was approximately. 76 years of age. At the time of her death she was 83 years of age.

Appellee Frances Mae Long was the granddaughter of Mrs. Martha I. Long, being the only daughter of her deceased father, D. Lee Long, one of Martha I. Long’s sons, and her mother, Mrs. Grace Long.

We need not refer at length to the evidence of the various witnesses offered as to Mrs. Martha I. Long’s testamentary capacity to make a will. The evidence is voluminous and covers some 500 pages of the record.

. In view of statements in Craycroft v. Crawford (Tex.Civ.App.) 275 S.W. 124, which we need not quote here, we think to consider the evidence offered on the issue of testamentary capacity though it may have but little, if any, bearing upon the issue of undue influence. The evidence shows, we think, that up to the time of her last illness Mrs. Long was of unusual intelligence, read current newspapers, and magazines, did her own shopping, looked after her flowers and yard, attended to her household duties, signed checks, and in general carried on as a normal person such duties as she could perform. Her attending physician for years said she was a woman of sound mind; she had had pneumonia and some bronchial asthmatic attacks. Appel-lee testified as to Mrs. Long’s physical and mental condition before and after the making of the will, said she was fragile, weighed about 90 or 100 pounds; had attacks of pneumonia from which she never fully recovered and which impaired her physically and mentally, and within about two weeks before the date of the will, had lost, through death, her daughter, Mrs. Parker, who had lived with her and was her mainstay and companion; in the interval from Mrs. Parker’s death to the signing of the will Mrs. Long’s health was further impaired and aggravated by a serious attack of influenza.

Frank O. Long testified: Was his mother’s business manager; for a long time he lived with her, later lived next door or in her immediate neighborhood; made bank deposits for her; looked after her insurance, rendition of her property for taxes and payment of taxes, made out her income tax returns, collected rents; the sale of two parcels of land was handled by Frank O. Long, after consulting with his brothers and sisters; the brokers accounted to him and he was trustee, for deferred payments and made the collections, prepared the releases and had them executed and consulted with and paid the attorney; his mother was advised as to the advisability of the two sales; Mrs. Martha I. Long had no safety box in the bank; Frank O. Long did have; after Mrs. Long’s death her government bonds totaling $74,000, vendor lien notes totaling $10,000, and other papers and securities were shown to be in Frank O. Long’s safety box. Frank O. Long, about three weeks before Mrs. Long signed the will, executed right of way easement to the city of Dallas, without having a power of attorney to do so.

Frank O. Long is shown to have been his mother’s business agent, was 'one of the executors in her will and a beneficiary there-, under; the only member of the family act- ■ ing in the preparation of the will, apparently the only member of the family acquainted with its contents, was the possessor of the will from its execution until after his mother’s death; was the employer of the attorney who wrote the will, advised the attorney as to its desired contents, revised the early drafts of .the will.

Mrs. Long’s natural heirs were four of, her own children living at the time, of mpk-r • ing the will, viz.: Frank O. Long, Will-Long, C. E. Long, and Mrs. Kayser; a granddaughter, appellee, the child of a deceased son (D. Lee Long) ; and two grandsons, Charles and Ed Parker, sons of Mrs. Parker.

The natural distribution of Mrs. Long’s estate would have been into six parcels of equal size, four going to her three sons, and her daughter, one going to her granddaughter, appellee, and one going to her two grandsons, children of Mrs. Parker.

The relationship between Mrs. Long and appellee was close and affectionate. Mrs. Long approved of appellee’s musical work, constantly having appellee play for her, constantly inquiring about .her musical studies, her teaching vocation, her pupils, recitals, [238]*238etc. Mrs. Long possessed a number of ap-pellee’s photographs. Appellee made a trip to Europe in 1928, for study and recreation; before going appellee discussed the trip with Mrs. Long. Mrs. Long expressed herself as pleased that she was going. On her return appellee brought to her grandmother a number of gifts. Mrs. Long saved until her death all of appellee’s letters written to her during the European trip. Without quoting further, the record does not show a rift of any kind between Mrs. Long and appellee.

The record shows that Frank O. Long was indifferent toward appellee. While Mrs. Long had lived in Dallas since 1920, and Frank Long had lived in Dallas practically all his life, and appellee was a constant and frequent visitor at his mother’s home, Frank O. Long testified he did not know what appellee did; did not know she taught music in the Dallas schools, though he had known her all of her life; testified that he had not been in the home of ap-pellee and her mother more recently than four or five years before testifying, and that prior thereto he was in her home possibly once a year; could not recall ever talking to appellee about her teaching; said his mother did not approve of the way ap-pellee had spent the $17,000 distributed to her; that Mrs. Long asked appellee to put the money in government bonds, but that immediately thereafter appellee took a trip to Virginia, which Mrs. Long criticized.

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98 S.W.2d 236, Counsel Stack Legal Research, https://law.counselstack.com/opinion/long-v-long-texapp-1936.