Mason v. Mason

369 S.W.2d 829, 1963 Tex. App. LEXIS 2201
Court of Appeals of Texas·Decided July 10, 1963·No. 10964·Published·Cited by 9 cases

Opinion

HUGHES, Justice.

This is a will contest in which the jury trying the case found that at the time Dr. H. B. Mason executed the instrument in question (will), he was acting under the undue influence of his then wife, Mrs. Katie B. Mason. No other issue was submitted to the jury, and no complaint is made that any other ground for invalidating the will was raised by the evidence.

It is our opinion that there is no evidence to sustain or support the finding of the jury.

The only parties to this suit are the contestant, H. B. Mason, Jr., and contestee, Mrs. Katie B. Mason, widow of Dr. Mason, beneficiary under and independent executrix and trustee of his will. 1

Dr. Mason died in Temple, Texas, on March 19, 1957, at the age of 72 years. Dr. Mason was twice married. His first wife died at the birth of their only child, Hubert Jr., appellee, about the year 1919. Dr. Mason married Katie Mason, formerly Mrs. Katie Ozier, in 1935. Mrs. Katie Mason had one son who is now Dr. Billie Burton Ozier. He and his wife, Margery, have three children, Michael, Gary and Mark, the latter being born after Dr. Mason’s death.

Hubert Mason, Jr. is married to the former Rose Hall, daughter of former Chief Justice Reuben Hall of the Texarkana Court of Civil Appeals. Mr. and Mrs. Hubert Mason, Jr. have one child, Richard Gregg Mason, the grandson of testator.

The will of Dr. Mason was dated and executed February 14, 1957. The will was drawn by W. R. Brown, a Temple attorney, who also acted as Notary Public in taking the acknowledgment of and administering the oath of the testator and witnesses to the will. The will was witnessed by Charles William Brown, an attorney and Mildred R. Knight, an employee of the law firm of Cox, Brown and Daniel.

Mr. W. R. Brown, who was 67 years of age at the time of trial, testified that he had known Dr. Mason practically all of his, Mr. Brown’s, life, that he knew him socially and had done a “considerable part” of his legal work for many years. He and Dr. Mason officed in the same building. In 1941, Mr. Brown persuaded Dr. Mason to become a candidate for a place on the Temple City Council. Dr. Mason was elected, and became Mayor of Temple.

Dr. Mason suffered from hypertension or high blood pressure. In 1953 he had what laymen call a slight stroke. He had some numbness in the right side and a slight slurring in his speech. As a result of this temporary impairment, Dr. Mason worked less and did less surgery. He, however, made a complete recovery from this illness.

Dr. Mason also suffered from a prostate condition, and shortly before his death he had a slight attack of phlebitis in his right leg. In February 1956, Dr. Mason consulted Dr. J. G. Rogarde, a member of the medical staff of Scott and White Hospital at Temple and its Chief of Staff for a number of years and also President of the State Board of Medical Examiners, regarding an abdominal pain. An enlarged prostate was noted. Dr. Mason and Dr. Ro-garde were close friends and Dr. Rogarde saw him from time to time. On February 13, 1957, Dr. Mason went to see Dr. Ro-garde and as a result of the examination then made of Dr. Mason and consultation with another physician surgery was recommended for the prostate condition. This surgery was recommended only upon the finding by Dr. Rogarde that Dr. Mason was in good general physical condition. Dr. *832 Mason entered the hospital for surgery on February 14, 1957. The operation was performed the next day. Dr. Mason’s death at 11:30 a. m. on March 17, 1957, was sudden. Dr. Rogarde saw him at 8:15 a. m. and he was “doing very well, having no •complications. * * * was happy and reading his mail.”

Mr. W. R. Brown testified that Dr. Mason consulted with him about 11 a. m. ■on the day he went to the hospital. He did not recall whether or not Dr. Mason had made an appointment with him. Usually, he did not. We quote from the testimony of Mr. Brown:

“A. It is my recollection that Mrs. Mason came with him and they told me, one or the other, that he was going to the hospital at three o’clock that afternoon, and that he wanted a will drawn and wanted it executed before he went to the hospital.
"Q. Were you having your discussion with Dr. Mason or Mrs. Mason?
“A. I think primarily with Dr. Mason.
“Q. What instructions did he give you regarding the will?
“A. First I asked what disposal of his property he wanted to make, and I had assumed and was under the impression that Hubert owned half interest in what we called the community center property, Third and French, and I asked him what he wanted to do with that property. My recollection is that Mrs. Mason turned to him and said, ‘Doctor, I think you ought to give that property to Hubert,’ and he said, ‘No, if I did he would not have it long.’ Then I explained the life estate possibility. * * *
“Q. Did Dr. Mason specifically instruct you to put that type of restriction on that property?
“A. He did. I explained it to him, if that was what he was afraid of, he could handle it that way and he instructed me to do so. * * *
“A. Well, after I got the instructions as to how to draw it with respect to the community center, then I asked about the family homestead and so forth.
“Q. What did he want to do ?
“A. My recollection is he wanted to give Katie a life estate. I did not know whether it was his separate property or community, and he wanted to give her the contents, the household goods and so forth, and the family automobile or automobiles. I believe there were two at the time. I had previously explained to him the problem of the marital deduction as far as estate taxes were concerned. * * *
“Q. Was Dr. Mason interested in minimizing the federal estate tax ?
“A. Well, I have been after him for some years, knew his estate was approaching a good size estate, and I think I was instrumental in causing him to make the gift of the building near the Telegram to Hubert to get that out of the estate. I have talked to him several times, wrote him a note, reminding him that inflation was here and the estate would be liable for a rather heavy federal estate tax. * * *
“Q. Did Mrs. Mason say anything else at that conference other than what you testified earlier?
“A. I have a faint recollection, I think she told him that her grandchildren ought not to share in the remainder in the community center.
*833 “Q. What did Dr. Mason say?
“A. He shook his head and said he wanted to leave it like it was originally framed in my notes.”

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Mason v. Mason, 369 S.W.2d 829, 1963 Tex. App. LEXIS 2201 (Tex. Ct. App. 1963).

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