Lowery v. Saunders

666 S.W.2d 226, 1984 Tex. App. LEXIS 4864
CourtCourt of Appeals of Texas
DecidedJanuary 11, 1984
Docket04-81-00348-CV
StatusPublished
Cited by25 cases

This text of 666 S.W.2d 226 (Lowery v. Saunders) 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
Lowery v. Saunders, 666 S.W.2d 226, 1984 Tex. App. LEXIS 4864 (Tex. Ct. App. 1984).

Opinion

OPINION

CANTU, Justice.

This is an appeal from an order admitting to probate the April 7, 1976, will and the April 19, 1977, codicil to the will of Bessie Cooke Cato. Appellees submitted these two documents for probate, while appellant tendered a purported will dated June 18, 1979. 1 The trial court, in refusing to admit the 1979 instrument to probate, ruled that the testatrix lacked testamentary capacity at the time of its execution and that appellant had exercised undue influence over the testatrix. 2

The testatrix had no children of her own and all of her siblings had since passed away, thus all of her heirs were either nephews, nieces, grand-nephews, or grandnieces. Appellee, Nancy Adele Saunders, is the testatrix’s grand-niece, while appellant is her nephew. The 1976 will appointed appellees as co-independent executors and devised or bequeathed to appellee, Nancy Saunders, the testatrix’s San Antonio home and all its contents, and all but one of the testatrix’s nineteen mineral interests in Texas and Oklahoma. Appellant received no property under the 1976 will. However, appellant’s daughter was devised a parcel of real estate in Bexar County and a leasehold interest in another piece of property.

The will offered for probate by appellant sought to appoint him as independent executor of the estate and devised or bequeathed to him all of testatrix’s property except for the house in San Antonio and the furnishings therein which were devised or bequeathed to appellant’s daughter. Appellees were not mentioned in this later will.

A chronological summary of the events leading up to the will contests is deemed appropriate for a proper disposition of appellant’s contentions.

On April 19, 1978, testatrix executed a warranty deed whereby she conveyed her San Antonio home to appellees while reserving for herself the full possession, benefit and use of the home for and during her lifetime.

On the same day, testatrix contracted and agreed with appellees that she would not change the provisions of her will dated April 7, 1976, insofar as it applied to any and all dispositions made for the benefit of appellee, Nancy Adele Saunders.

On or about July 28, 1978, testatrix filed a petition in the district court of Bexar County seeking to have the agreement and warranty deed executed on April 19, 1978, set aside. Following a jury trial, the trial court, on May 4,1979, entered its judgment based on the verdict of the jury, affirming and holding valid the contractual agreement and the warranty deed dated April 19, 1978.

On June 18, 1979, testatrix executed the will sponsored by appellant which eliminated appellee, Nancy Adele Saunders, as a devisee and legatee.

On January 9, 1980 testatrix died in San Antonio and the following day appellees filed their application to probate testatrix’s will dated April 7, 1976, and codicil dated April 19, 1977.

*230 One week later, on January 17, 1980, appellant filed his application to probate the will dated June 18, 1979. Appellant also opposed the admission to probate of the will dated April 7, 1976 with codicil dated April 19, 1977, contending that the will dated June 18, 1979 expressly revoked the earlier will and codicil.

Appellees opposed the June 18, 1979 will contending that it, along with other wills executed between April 19, 1977 and June 18, 1979, was the product of undue influence by appellant and others and that testatrix lacked testamentary capacity to make these later wills.

Both appellant and appellees sought the issuance of letters testamentary to themselves as independent executors of the estate in accordance with the terms of the wills for which each respectively sought admission to probate.

The contest was tried to the court without intervention of a jury.

In opposing the admission of the 1979 will to probate, appellees introduced into evidence the testatrix’s testimony from the April 9, 1979, trial which resulted in upholding the contractual agreement and warranty deed. Appellees asserted that the testatrix had granted them the property because it was understood that they were going to receive it eventually by virtue of the April 7, 1976 will.

Testatrix was a benevolent elderly lady in her nineties. As a result of her benevolence, testatrix found herself indebted to the Frost National Bank of San Antonio on notes totalling nine thousand dollars. The notes were in default and overdue when appellees agreed with testatrix to provide her with ten thousand dollars cash for payment of the outstanding notes, and with an additional five thousand dollars to be provided in periodic future advancements as needed for testatrix’s care and maintenance.

In return for appellees’ gift of ten thousand dollars and their promise to pay five thousand dollars in the future, testatrix agreed to presently transfer her home to them and further agreed not to change her will in the future. Appellees alleged that the testatrix made the 1979 will leaving them nothing as a result of the law-suit.

Appellant has favored us with thirty-six points of error which can be grouped into six basic contentions.

Points of error 1, 2, 4, 6, 8 and 10 assert that the trial court’s conclusion and supportive findings that the testatrix did not have testamentary capacity at the time she executed the will dated June 18, 1979 are not supported by legally sufficient evidence. Points of error 3, 5, 7, 9, and 11 all contend that the same conclusion and findings on lack of testamentary capacity are unsupported by factually sufficient evidence.

In addressing a legal sufficiency challenge, this court must consider only the evidence and the inferences tending to support the finding and disregard all evidence and inferences to the contrary.

On the other hand, a factual sufficiency challenge requires this court to consider all of the evidence. Garza v. Alviar, 395 S.W.2d 821 (Tex.1965); In Re King’s Estate, 150 Tex. 662, 244 S.W.2d 660 (1951).

At the request of appellant, the trial court entered its findings of fact and conclusions of law as follows:

1. On June 18, 1979, BESSIE COOKE CATO, Deceased, executed her purported Last Will and Testament.
2. The purported Last Will and Testament executed by BESSIE COOKE CATO, Deceased, on June 18, 1979, contained a self-proving affidavit as provided for in Section 59 of the Texas Probate Code.
3. BESSIE COOKE CATO, Deceased, died on January 9, 1980.
4. At the time of BESSIE COOKE CATO, Deceased’s death on January 9, 1980, she was a domiciliary in Bexar County, Texas.
5. The purported Will of BESSIE COOKE CATO, Deceased, dated June 18, 1979, was the last instrument of any kind *231 executed by BESSIE COOKE CATO with respect to the devise of her estate.
6.

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Bluebook (online)
666 S.W.2d 226, 1984 Tex. App. LEXIS 4864, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lowery-v-saunders-texapp-1984.