Morris v. Estate of West

643 S.W.2d 204, 1982 Tex. App. LEXIS 5445
CourtCourt of Appeals of Texas
DecidedNovember 18, 1982
Docket11-82-032-CV
StatusPublished
Cited by2 cases

This text of 643 S.W.2d 204 (Morris v. Estate of West) 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
Morris v. Estate of West, 643 S.W.2d 204, 1982 Tex. App. LEXIS 5445 (Tex. Ct. App. 1982).

Opinion

DICKENSON, Justice.

This is a probate matter involving a will and codicil which contained proper attestation clauses and self-proving affidavits. Although they appeared to have been properly executed, the jury found that the two attesting witnesses were not in the presence of the testator when the witnesses signed their names to the will and codicil. Judgment on the verdict denied probate and declared that neither document has any testamentary effect. We affirm.

Appellant, Jackson C. Morris, was formerly married to testator’s daughter, Lorraine Morris. She contested the probate of her father’s will because her one-third share of the residuary estate was given to her ex-husband. The other contestant, Patrick David West, testator’s grandson, was omitted from the will. The other beneficiaries and heirs at law took no position on whether or not the will and codicil should be admitted to probate.

This is the second appeal involving this estate. See Morris v. Estate of West, 602 S.W.2d 122 (Tex.Civ.App.—Eastland 1980, writ ref’d n.r.e.), where this court reviewed a summary judgment denying probate of the will, stating:

The contestants failed to conclusively establish that the subscribing witnesses were not in the presence of the testator when they signed the will. The deposition testimony which we have assumed, but not decided, showed that the witnesses were not in the testator's presence, merely contradicts the attestation clause, and does no more than raise an issue of fact. (Emphasis added)

The jury has now resolved that disputed fact. The jury’s verdict may be summarized as follows:

SPECIAL ISSUE NO. 1
Do you find from a preponderance of the evidence at the time Evelyn Cole and Judy Hooker signed their names to the September 14, 1978 document they were in the presence of C.K. West? Answer: No.
SPECIAL ISSUE NO. 2
Do you find from a preponderance of the evidence that Evelyn Cole and Judy Hooker were located in the secretarial office in Mr. Browning’s offices at the time they signed their names to the instrument dated September 14,1978? Answer: Yes.
SPECIAL ISSUE NO. 3
Do you find from a preponderance of the evidence that at the time Evelyn Cole and Judy Hooker signed the instrument dated September 14, 1978 that C.K. West was in the conference room in the offices of Jimmy Browning? Answer: Yes.
SPECIAL ISSUE NO. 4
Do you find from a preponderance of the evidence at the time Evelyn Cole and Judy Hooker signed their names to the February 20,1979 document they were in the presence of C.K. West? Answer: No.
SPECIAL ISSUE NO. 5
Do you find from a preponderance of the evidence that Evelyn Cole and Judy Hooker were located in the secretarial office in Mr. Browning’s offices at the time they signed their names to the instrument dated February 20, 1979? Answer: Yes.
SPECIAL ISSUE NO. 6
Do you find from a preponderance of the evidence that at the time Evelyn Cole and Judy Hooker signed the instrument dated February 20, 1979 that C.K. West was in the conference room in the offices of Jimmy Browning? Answer: Yes.

The record shows that the conference room (in which C.K. West signed the will on September 14, 1978, and in which he signed the codicil on February 20,1979) is separated from the secretarial office (in which the two witnesses signed the will and codicil) by Mr. Browning’s office. The jury believed the deposition testimony that the witnesses left the conference room on each occasion after watching C.K. West sign each instrument, walked down a hallway to the secretarial office where they signed each instrument while C.K. West stayed in the confer *206 ence room with Mr. Browning, and then returned to the conference room where Mr. Browning signed the self-proving affidavits in his capacity as notary public.

Appellant has briefed nine points of error. All have been considered and overruled.

Point One argues that the trial court erred in overruling appellant’s motion for directed verdict and his motion for judgment non obstante veredicto because the witnesses were “in the presence” of C.K. West at the time they signed the will “as a matter of law.” Appellant argues that since the entire procedure took place in the same suite of offices, the witnesses were in the “conscious presence” of testator and that his will and codicil should be admitted to probate. We disagree. Tex.Probate Code Ann. section 59 (Vernon 1980) requires the witnesses to sign their names “in the presence of the testator.” The jury has found that the witnesses were in the secretarial office when they signed and that C.K. West remained in the conference room. The jury’s findings are supported by the evidence. Those rooms are separated by the lawyer’s private office. There were two solid walls between the testator and the two witnesses when the witnesses signed their names. The testator could not have seen them sign without arising from his chair, walking some four feet to the hallway and then walking about fourteen feet down the hallway to a point where he could have looked through the doorway and seen the witnesses as they signed their names.

Point Two argues that the court erred in giving the instructions, definitions and issues which were submitted to the jury. Appellant’s requested instructions and definitions do not constitute proper objections to the charge under Tex.R.Civ.P. 274. See Texas Employers’ Insurance Association v. Jones, 393 S.W.2d 305 at 306 (Tex.1965); Schutz v. Southern Union Gas Company, 617 S.W.2d 299 at 302 (Tex.Civ.App.—Tyler 1981, no writ). Special Issues 1 and 4 which were submitted to the jury are substantially the same as the two issues requested by appellant.

Point Three argues that “there was no evidence or legally insufficient evidence that more than slight physical exertion would have been required for Mr. West to have seen the signing of the will (and codicil, if applicable) from his position.” We disagree because, as noted under Point One, he would have had to get up, leave the conference room, and walk down the hallway in order to watch the witnesses sign the will and codicil. Appellant cites Nichols v. Rowan, 422 S.W.2d 21 (Tex.Civ.App.—San Antonio 1967, writ ref’d n.r.e.); Earl v. Mundy, 227 S.W. 716 (Tex.Civ.App.—El Paso 1921, writ ref’d). In Nichols the court defined “conscious presence” as meaning:

(T)o be within the testator’s presence the attestation must occur where testator, unless blind, is able to see it from his actual position at the time, or at most, from such position as slightly altered, where he has the power readily to make the alteration without assistance.

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Cite This Page — Counsel Stack

Bluebook (online)
643 S.W.2d 204, 1982 Tex. App. LEXIS 5445, Counsel Stack Legal Research, https://law.counselstack.com/opinion/morris-v-estate-of-west-texapp-1982.