Nichols v. Rowan

422 S.W.2d 21, 1967 Tex. App. LEXIS 2230
CourtCourt of Appeals of Texas
DecidedNovember 15, 1967
Docket14632
StatusPublished
Cited by12 cases

This text of 422 S.W.2d 21 (Nichols v. Rowan) 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
Nichols v. Rowan, 422 S.W.2d 21, 1967 Tex. App. LEXIS 2230 (Tex. Ct. App. 1967).

Opinion

BARROW, Chief Justice.

A will contest. An instrument dated March 24, 1964, was admitted to probate as the last will and testament of Bruce J. Nichols after a jury trial. Testator’s niece, Inez Hysaw Oxford, is the sole beneficiary under the will. This contest was originally filed by Dwight M. Nichols, Sr., brother of testator, but upon his death his *22 widow, individually and as independent executrix of Dwight’s estate, together with their son, Dwight M. Nichols, Jr., were substituted as contestants and have perfected this appeal.

Contestants’ three assignments of error relate to the contention that the writing was not executed tn the manner required by Sec. 59, Probate Code, V.A.T.S., 1 because one of the subscribing witnesses did not sign her name in the presence of the testator. It is undisputed that the writing contains the genuine signatures of testator and the two subscribing witnesses, which were subscribed for the purpose of executing this will. Contestants urge there is no evidence, or, in the alternative, the evidence is insufficient to support the jury finding that the attesting witness Mae Medlin was in the presence of testator when she subscribed her name to said writing. They also urge that the trial court erred in.overuling contestants’ objections to the definition of the word “presence” and in not giving the definition requested by them.

Testator was a bachelor who operated a large farm in Karnes County. He was admitted to Ward 42-G of Brooke Army Medical Center on March 13, 1964, suffering from cancer of the jaw. Although he was 76 years of age, the uncontradicted evidence supports the jury finding, which is not attacked on this appeal, that he possessed testamentary capacity at the time the writing was executed.

The will was prepared for testator by Captain Hollers, a licensed attorney in the Judge Advocate General’s Office at Fort Sam Houston, who was assigned to the Legal Aid Assistance Program of said office. In this capacity, he prepared wills for patients at the hospital upon request, and Captain Hollers estimated that he had prepared from 900 to 1000 wills during the three years in this assignment. This will was prepared after interviews of from thirty to forty-five minutes each with testator in the ward on March 18 and March 23, 1964. After securing all the necessary information during these interviews, Captain Hollers dictated the will to Mrs. Muriel D. Meyer, one of two legal secretaries in his office. Captain Hollers checked the will for accuracy after it was typed and then returned it to Mrs. Meyer for execution. She was a notary public and as such executed the self-proving clause which was customarily used in Texas wills. This was the standard procedure regularly followed by this office.

This will, which is obviously very well prepared, consists of three double-spaced pages with the signature of testator on each page. The will is signed on page two, and under testator’s signature is an attestation clause setting forth the statutory requisites, including the attestation that the witnesses subscribed their names at the request of testator and in the presence of testator and each other. The will is then witnessed by “Mae Medlin Maj ANC” and “Arthur Hurdle” with the address of each witness set forth opposite the name. On page three of said will is a statutory self-proving clause 2 which was subscribed and acknowledged by testator and both witnesses before Muriel D. Meyer, Notary Public in and for Bexar County, Texas.

The difficulty arising in the proof of this will can be largely attributed to frailties of the human memory. This is understandable in that its execution, which was of great importance to testator, was propably a routine or causal event to the other three persons who participated therein, in that there was nothing unusual surrounding the execu *23 tion of this will. Testator remained in this ward for over three months after March 24, 1964. He then spent a month at the Veterans Hospital in Marlin, Texas, before returning to his farm. He was readmitted to Brooke Army Medical Center a short time before his death in April, 1965.

Mrs. Meyer was a witness in the case, although she had been retired from Civil Service for nearly two years at the time of the trial. She identified this will by her signature on the notary’s certificate and by her handwriting where she had inserted the names of the witnesses. She exhibited her notary’s record book which contained an entry of this certificate, along with several others executed on this date. She testified, however, that she had no independent recollection of the facts surrounding the execu-cution of this particular will. She was permitted to testify that the facts contained in the self-proving clause were true and correct.

The witness Hurdle, who was a sergeant in the army, assigned to Ward 42-G as wardmaster at the time of the execution of the will, was transferred to Germany before the trial and testified by deposition. He testified that the notary asked him to witness this will for testator who was sitting on the side of his bed, and that it was witnessed at the foot of testator’s bed. Initially he testified that the other witness, Major Medlin, came there also and signed it. However, he later admitted that although he had a positive recollection of her signing the will, he could not be sure if she signed it at the foot of testator’s bed or at the nurse’s desk. He also recalled the notary’s oath given in connection with the will. There is no doubt from his testimony that both he and Major Medlin witnessed the will and both knew the purpose of subscribing this instrument. Also, the testator knew that all parties were executing his will. Hurdle was unwilling to state positively that Major Medlin signed the instrument by testator’s bed, although he twice stated that this was his recollection.

Major Medlin, who retired in January, 1965, testified as a witness on behalf of contestants and, contrary to the testimony of Mrs. Meyer and Sgt. Hurdle, she was a very positive witness. She identified her signature which was subscribed for the purpose of witnessing the will. She testified, however, that the notary was not present in the ward on this occasion, and that Sgt. Hurdle brought the will to her for witnessing and that she did so standing at the nurse’s desk, away from the bed. She .had no communication with testator on this occasion and does not know where he was at the time she signed. Although in the same room, she was outside the view of testator, at this time unless he was standing or sitting on the end of his bed. Otherwise testator’s view of this desk was blocked by a five-foot partition separating his cubicle from that of other patients. Contestants urge that her testimony established that this witness did not subscribe the will in the presence of testator.

It is seen, however, that her credibility on this point was placed in issue by her equally positive, but clearly erroneous recollection of other facts. She testified that she recalled the event so well because it occurred just moments before testator was to be transferred to a Veterans Hospital and, in fact, attendants were waiting to take him away. The uncontradicted record establishes that testator was not transferred until July 16, 1964.

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Bluebook (online)
422 S.W.2d 21, 1967 Tex. App. LEXIS 2230, Counsel Stack Legal Research, https://law.counselstack.com/opinion/nichols-v-rowan-texapp-1967.