Olsson's Estate, in Re

344 S.W.2d 171, 1961 Tex. App. LEXIS 2121
CourtCourt of Appeals of Texas
DecidedFebruary 15, 1961
Docket5441
StatusPublished
Cited by21 cases

This text of 344 S.W.2d 171 (Olsson's Estate, in Re) 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
Olsson's Estate, in Re, 344 S.W.2d 171, 1961 Tex. App. LEXIS 2121 (Tex. Ct. App. 1961).

Opinion

*173 LANGDON, Chief Justice.

This is a will contest. Rudolph J. Olsson, appellant herein, sought probate of the will of his wife, Flora Ann Pool Olsson, deceased, dated November 8, 1956. Jessie Fay Webb, appellee herein and daughter of the deceased, sought probate of a prior will dated March 26, 1951, and opposed the probate of the later will on the grounds of testamentary incapacity to make such later will, and because of undue influence allegedly exerted upon the testatrix by the appellant. The case was tried to a jury, which found that said decedent testatrix was of sound mind when she made the later will, but that she was then unduly influenced by her husband to make such will. The trial court rendered judgment, based upon the jury findings, whereby the ■earlier will was admitted to probate, and the ■later will was denied probate.

Eight points of error have been assigned by appellant. The first six of such points ■(in various ways) raise the question of whether there was any evidence of probative value to sustain the trial court in vitiating the last will of the testatrix on the jury’s finding of undue influence. The remaining two points (Points Seven and Eight), raise the question of the sufficiency •of the evidence to sustain the jury’s finding •of undue influence. Since appellant has divided his points, and they fall naturally into two categories — those by which it is contended there was “no evidence”, and -those by which it is contended there was “insufficient evidence” to support the jury finding — we will discuss such points in the ■same manner.

Appellant’s “no evidence” points (Points One to Six), present a question ■of law. Our consideration of the points is limited to a determination of whether there was any evidence to raise the issue of undue influence and to support the jury’s finding thereon. Montgomery Ward & Co. v. Scharrenbeck, 146 Tex. 153, 204 S.W.2d 508; Robertson v. Robertson, Tex., 323 S.W.2d 938; Cartwright v. Canode, 1914, 106 Tex. 502, 171 S.W. 696.

In passing upon the law question of “no evidence”, it is the duty of the courts to view the evidence in the light most favorable to the verdict, considering only that evidence which is favorable to or supports the verdict, and to disregard entirely all evidence which is contrary, adverse or conflicting to the favorable evidence. Renfro Drug Co. v. Lewis, 149 Tex. 507, 235 S.W.2d 609.

The cases dealing with the question of undue influence have generally recognized the difficulty, if not the absolute impossibility, of laying down a hard and fast rule or definition that would embrace all forms of undue influence. Consequently, there are numerous definitions of undue influence, and these “ * * * are varied to meet the phase of the case then under consideration.” Goodloe v. Goodloe, 47 Tex.Civ.App. 493, 105 S.W. 533, 535.

If a rule of general application exists at all with respect to undue influence cases, it is that each case must stand on its own bottom as to the legal sufficiency of the facts proven. Long v. Long, 133 Tex. 96, 125 S.W.2d 1034; Firestone v. Sims, Tex.Civ.App., 174 S.W.2d 279 (wr. ref.).

Cases in which undue influence has been established by direct evidence are extremely rare. Such cases usually involve situations where the testator in a will, or the grantor in a deed, is shown to have been physically forced to do that which was against his will as the result of some direct or overt action whereby the will of another was substituted for that of the testator. It is, however, well settled that undue influence may be shown by circumstantial evidence as well as by direct testimony. 42 Tex.Jur. 795; Shofner v. Shofner, Tex.Civ.App., 105 S.W.2d 418 (wr. ref.).

The exercise of undue influence may be accomplished in many different ways— *174 directly and forcibly, as at the point of a gun; but also by fraud, deceit, artifice and indirection; by subtle and devious, but none-the-less forcible and effective meáns. More often than not, undue influence is impossible to establish by direct proof, and may only be shown by circumstances.

As was said in Curry v. Curry, 153 Tex. 421, 270 S.W.2d 208, 214, it “may be exercised through threats or fraud or the silent power of a strong mind over a weak one.” It has also been held that it is immaterial when the influence was first brought to bear, if the effect of it continued until the time of the execution of the instrument, and procured its execution contrary to the maker’s wishes. In such cases, it is held that the influence was exerted at the time of the making of the instrument. Kutchinsky v. Zillion, Tex.Civ.App., 183 S.W.2d 237 (wr. ref.); Cloudt v. Hucherson, Tex.Civ.App., 175 S.W.2d 643 (wr. ref.).

Where circumstantial evidence is relied upon to show undue influence, as in the case now before us, the circumstances must be of a reasonably satisfactory and convincing character. Helsley v. Moss, 52 Tex.Civ.App. 57, 113 S.W. 599 (wr. ref.).

Applying the general rules and principles announced above, we must determine what facts and circumstances in this record are admissible and constitute evidence of probative force on the issue of undue influence. Generally, the circumstances which are material and should be considered in determining the existence of undue influence are: (1), the surroundings and circumstances attending the execution of the instrument, including the relationship between the maker of the instrument and the beneficiary and any others who might be expected to be recipients of his bounty; (2), the motive, character'and conduct of the persons benefited by the instrument; (3), the participation by the beneficiary in the preparation or the execution of the instrument; (4), the words and acts of the parties; (5), the interest in and the opportunity for the exertion of undue influence; (6), the physical and mental condition of the maker of the instrument at the time of its execution, including his age, any weakness or infirmity, and the extent to which he was dependent upon and subject to the control of the beneficiary; and (7), the improvidence of the transaction by reason of unjust, unreasonable or unnatural disposition of the property.

All material facts and circumstances shown by the evidence should be considered; and, if such facts and circumstances when considered together, produce in the ordinary mind a reasonable belief that undue influence was exerted, in procuring the instrument, they are sufficient to sustain an affirmative finding on the question. Mayes v. Mayes, Tex.Civ.App., 159 S.W. 919, at page 922.

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Bluebook (online)
344 S.W.2d 171, 1961 Tex. App. LEXIS 2121, Counsel Stack Legal Research, https://law.counselstack.com/opinion/olssons-estate-in-re-texapp-1961.