Mary Ann Orr and Charlotte Orr v. Lucy Ann Walker

438 S.W.3d 766, 2014 WL 2535296, 2014 Tex. App. LEXIS 6121
CourtCourt of Appeals of Texas
DecidedJune 5, 2014
Docket01-13-00586-CV
StatusPublished
Cited by4 cases

This text of 438 S.W.3d 766 (Mary Ann Orr and Charlotte Orr v. Lucy Ann Walker) 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
Mary Ann Orr and Charlotte Orr v. Lucy Ann Walker, 438 S.W.3d 766, 2014 WL 2535296, 2014 Tex. App. LEXIS 6121 (Tex. Ct. App. 2014).

Opinion

OPINION

LAURA CARTER HIGLEY, Justice.

Mary Ann Orr filed an application to probate the will of her grandmother, Fannie Mable Walker. The trial court denied the application. Mary and her sister, Charlotte Orr, filed this notice of appeal. In three issues, they argue (1) the evidence was legally and factually sufficient to establish that Mary was not in default in failing to present Fannie’s will for probate, (2) the trial court erred by relying on the testimony of Lucy Ann Walker, and (3) the trial court abused its discretion by denying the motion to consolidate the probate of Fannie’s will with another matter.

We affirm.

Background

Fannie Mable Walker had two children, Marguerite Walker Griffith and Kenneth Wayne Walker. Marguerite had two daughters, Mary Ann Orr and Charlotte Orr, the appellants in this ease. Kenneth had a wife, Lucy Ann Walker, the appellee in this case.

Fannie died on March 8, 1992. It is undisputed that she had a will and that the will was never probated. The will designated Kenneth as the executor of her will. ■

Marguerite died some time in 2006. Marguerite had a will, and Charlotte was named the executor of that will. In carrying out her duties to execute Marguerite’s will, Charlotte found Fannie’s will in Marguerite’s files. Both Charlotte and Mary learned of Fannie’s will for the first time in this process.

Some time in 2007, Kenneth asked Charlotte for a copy of Fannie’s will. Charlotte sent a copy to him. Kenneth died in July 2009. Kenneth had a will, and Lucy was named the executor of that will.

On July 25, 2012, Mary filed an application to probate Fannie’s will. Lucy filed an opposition to the application. A hearing on the matter was held on May 6, 2013. The parties acknowledged that the will had not been probated within four years of Fannie’s death. The main dispute at the hearing was whether Mary was in default in failing to present the will for probate. The trial court ultimately denied the application to probate Fannie’s will as well as the motion to consolidate the probate of Fannie’s will with another matter.

Application to Probate Will

In their second issue, Mary and Charlotte argue the evidence was legally and factually sufficient to establish that Mary was not in default in failing to present Fannie’s will for probate.

A. Standard of Review

“The final test for legal sufficiency must always be whether the evidence at trial would enable reasonable and fair-minded people to reach the verdict under review.” 2 City of Keller v. Wilson, 168 S.W.3d 802, 827 (Tex.2005). In performing a legal-sufficiency review, we must credit favorable evidence if reasonable fact finders could credit it and disregard contrary evidence unless reasonable fact finders could not disregard it. Id. “If the evidence ... would enable reasonable and *768 fair-minded people to differ in their conclusions, then [fact finders] must be allowed to do so.” Id. at 822. “A reviewing court cannot substitute its judgment for that of the trier-of-fact, so long as the evidence falls within this zone of reasonable disagreement.” Id. Although the reviewing court must consider evidence in the light most favorable to the verdict, and indulge every reasonable inference that would support the verdict, if the evidence allows only one inference, neither fact finder nor the reviewing court may disregard the inference. Id.

Appellants attacking the legal sufficiency of an adverse finding on an issue on which they had the burden of proof must demonstrate that the evidence conclusively establishes all vital facts in support of the issue. Dow Chem. Co. v. Francis, 46 S.W.3d 237, 241 (Tex.2001). The appellants must show that there is no evidence to support the fact finder’s finding and that the evidence conclusively establishes the opposite of the finding. See id.

To determine whether the evidence is factually sufficient to support a finding, an appellate court considers and weighs all evidence that was before the trial court. Cain v. Bain, 709 S.W.2d 175, 176 (Tex. 1986). “When a party attacks the factual sufficiency of an adverse finding on an issue on which she has the burden of proof, she must demonstrate on appeal that the adverse finding is against the great weight and preponderance of the evidence.” Dow Chem. Co. v. Francis, 46 S.W.3d 237, 242 (Tex.2001). As the reviewing court, we may not act as fact finder and may not pass judgment on the credibility of witnesses or substitute our judgment for that of the trier of fact. Golden Eagle Archery, Inc. v. Jackson, 116 S.W.3d 757, 761 (Tex. 2003).

B. Analysis

Former section 73 of the Texas Probate Code provided that “[n]o will shall be admitted to probate after the lapse of four years from the death of the testator unless it be shown by proof that the party applying for such probate was not in default in failing to present the same for probate within the four years aforesaid.” Act of March 16, 1955, 54th Leg., R.S., ch. 55, sec. 73 1955 Tex. Gen. Laws 88, 112 (amended 1971) repealed by Act of May 26, 2009, 81st Leg., R.S., ch. 680, § 10, 2009 Tex. Gen. Laws 1512, 1731. 3 Fannie’s will was not probated within four years of her death. Accordingly, Mary bore the burden to establish that she was not in default in failing to present Fannie’s will for probate within four years of Fannie’s death. See id.

“As used in this statute, ‘default’ means ‘failure to probate a will due to the absence of reasonable diligence on the part of the party offering the instrument.’ ” In re Estate of Cornes, 175 S.W.3d 491, 495 (Tex.App.-Beaumont 2005, no pet.) (quoting Schindler v. Schindler, 119 S.W.3d 923, 929 (Tex.App.-Dallas 2003, pet. denied)). Lucy argued at trial that Marguerite defaulted in failing to present Fannie’s will for probate and that Marguerite’s default should be imputed to Mary and Charlotte. There is a split between the courts of appeals about whether any default by an heir to the will passes on to the heir’s descendants or legatees. Compare Schindler, 119 S.W.3d at 929 (holding “such default would bar his or her descendants or legatees from any right to have such will probated”) with In re Estate of Campbell, 343 S.W.3d 899, 903, 905-08 (Tex. *769

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438 S.W.3d 766, 2014 WL 2535296, 2014 Tex. App. LEXIS 6121, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mary-ann-orr-and-charlotte-orr-v-lucy-ann-walker-texapp-2014.