Lord v. Hatcher

83 S.W.2d 758
CourtCourt of Appeals of Texas
DecidedFebruary 2, 1935
DocketNo. 10151.
StatusPublished
Cited by8 cases

This text of 83 S.W.2d 758 (Lord v. Hatcher) 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
Lord v. Hatcher, 83 S.W.2d 758 (Tex. Ct. App. 1935).

Opinions

GRAVES, Justice.

This appeal is from a judgment refusing the probate of a purported will of Mary Jane Lord executed by mark on June 6, 1923, prior to her death on August 19, 1926, entered pursuant to a jury’s verdict to the effect that she did not have testamentary capacity at the time she so signed the instrument; in the paper so discarded she had recited that all of her property should go to her four sons, Leonard, John,, William, and Homer Lord, and to her grandson, Raymond Lord, no part of her estate being left therein to any of her daughters, of whom she had six living at the time of her death and one deceased.

The appellees in their brief object to all the assignments and propositions of appellants that seek to challenge in this court the sufficiency of the evidence to sustain the jury’s finding and the consequent judgment on the question of testamentary capacity, on the ground that they are mere abstractions, hence present nothing of substance for review; a number of them undoubtedly are of that character, but this court is of opinion that at least one of them does sufficiently raise that issue to entitle it to consideration.

As a preliminary to a more direct consideration of that dominating inquiry, certain undisputed facts, tending by reflection at least to throw some light upon it, may be thus referred to:

At the time of executing the alleged will and of her death, the aged lady’s property consisted mainly if not exclusively of an undivided one-half interest in a farm near Crosby in Harris county, where the family had originally settled on coming to Texas; the other undivided one-half interest therein belonging even up to the trial of this cause to all of her children (sons and daughters alike) as heirs of their previously deceased father, Nephi Lord, who years before had died intestate and whose estate had never been partitioned, none of the daughters (appellees here) ever having received anything out of it. The six daughters were all married, living wherever in different states the avocations of their husbands placed them, Mrs. Hatcher being the only one living in Texas. One of the sons,-John Lord, left this home place in 1900, thereafter living in California and Oklahoma, never having returned to or done any work on the old farm, while the sons Homer, Willie, and the grandson, Raymond Lord, after the death of Nephi and during at least the years of 1917, 1918, and 1919, resided and worked on the old farm and “lived on what was raised on the farm.” The proffered will had been executed on June 6, 1923, by Mrs. Lord in the office of Mr. Kahn, counsel for appellants herein, by Mr. Kahn’s touching her pen for her while she made her mark, she being then still a resident on the farm. In 1924, about a year and a half thereafter, she and her son Leonard Lord moved to the town o'f Crosby, where she continued residing until the time of her death, having been 75 years old when the paper was executed and 78 when she died. For several years prior to her death she had been in feeble and infirm condition physically at least and later mentally as well, which general condition gradually appeared to have grown worse, until there appears to be no dispute in the testimony to the effect she had become of unsound mind at the time of 'her death and for some time prior there *760 to; the debate occurring over how long prior to her death that condition had existed, the appellants contending that it had not been so three years hack when she had so made the proffered will, while the ap-pellees maintained and the jury found that she had at that time lost all testamentary capacity. Apparently Mrs. Lord always had been, and up until her death remained, devoted to all of her daughters, speaking lovingly about each of them, although during her last several years she had lived only with her sons — with at least two of them in the old home up to the time she left the farm, and thereafter with one.

While appellants made no objection to the submission of the issue as to testamentary capacity on the ground of insufficient evidence, they do very earnestly contend here that the verdict of the jury thereon was so against the great weight and preponderance of the evidence as to be clearly wrong. This court, however, after a painstaking examination of this bulky statement of facts, is unable to agree with them, concluding rather that, while there was much testimony both pro and con, there was only such conflict in it upon that ultimate issue of fact as the jury alone were authorized to resolve. It is true there were in number more of these witnesses for the contestees than for the contestants, but the weight of the evidence as an entirety does not necessarily dip upon the side of the greater number of witnesses, even though there be a cloud of them, but upon that of those exhibiting the more intimate and competent knowledge of the testator’s mental condition at the time involved, and therefore speaking with the greater probative value.

With this consideration in mind, one of the features standing out of all the testimony in this instance with compelling force, it seems to us, is this: No one of the witnesses for the contestees was shown to have been actually well acquainted with Mary Jane Lord at or up to the time this paper was so drawn for and executed by her through making her mark in place of being able to sign her name, and who had had a really fair opportunity to pass upon her mental condition at that time as compared with it in previous years; while upon the adverse side those presented by the contestants were the very few who had sustained the closest relations and enjoyed the most intimate acquaintance with her over those periods of time, thereby placing them in much the better position to judge as to her capacity to make a will at the very time she undertook to do so. Another outstanding feature is the testimony of her grandson, the contestee, Raymond Lord, who was called by the appellees, and who was,personally interested in the upholding of the will under which he was given a one-fifth share of the estate along with a like share each to his uncles, to the apparent effect that his grandmother was of unsound mind as late as one year,prior to her death; that testimony being, with the inquiry relating to her condition a year before her death:

“Q. What was in her conversation that was so different from what it used to be? A. Probably if you asked her anything she would not answer it at all.
“Q. From that would you say she was of unsound mind at that time? A. At that time I expect she was.”

Raymond’s referred to interest in seeing the instrument involved upheld as a will' — • perhaps as great or greater than that of any of the other contestees — and which reasonably may have made him loath to concede the existence of any such mental unsoundness on the part of his grandmother as might tend the other way, is that he would get nothing out of the estate unless this paper were so upheld as a will, whereas all the other contestees would still share in the joint estate of both father and mother according to the law of descent and distribution. Despite being thus alone affected and isolated by these circumstances from the other contestees, the young man further testified that his grandmother. had been in a feeble condition when she broke her arm in September of 1922, and that the change he had noted in her mental condition had not come up suddenly but began gradually and grew worse; that he had not seen her every month but sometimes would not for two or three months.

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Bluebook (online)
83 S.W.2d 758, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lord-v-hatcher-texapp-1935.