Pearce v. Cross

414 S.W.2d 457, 10 Tex. Sup. Ct. J. 89, 1966 Tex. LEXIS 328
CourtTexas Supreme Court
DecidedNovember 2, 1966
DocketA-11424
StatusPublished
Cited by25 cases

This text of 414 S.W.2d 457 (Pearce v. Cross) is published on Counsel Stack Legal Research, covering Texas Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Pearce v. Cross, 414 S.W.2d 457, 10 Tex. Sup. Ct. J. 89, 1966 Tex. LEXIS 328 (Tex. 1966).

Opinions

CALVERT, Chief Justice.

The only question presented by the appeal in this case is whether there is in the record evidence of probative force supporting a jury finding that execution of a will by Mrs. Effie Ferguson on September 1, 1961, was procured by undue influence exercised by her sister, Mrs. Della Pearce. A judgment of the district court, based on the jury finding, denying probate of the September will and admitting an earlier will, dated July 27, 1961, to probate, was affirmed by the court of civil appeals. 400 S.W.2d 622. We affirm.

Petitioner, William M. Pearce, a nephew of Mrs. Ferguson and named as independent executor in both wills, offered the September will for probate. Respondent, Floyd M. Cross, surviving husband of Mrs. Ferguson’s daughter, an only child, and a beneficiary under both wills, contested probate of the September will and offered the July will for probate.

In affirming the judgment of the trial court, the court of civil appeals held that the [458]*458jury finding that execution of the September will was procured by undue influence was supported by evidence of certain declarations made by the testatrix after the will was executed. In this connection the court said (400 S.W.2d 624):

Although all the evidence which was adduced on the point were declarations of the testatrix after the fact of execution of the new will, we consider such competent to prove the existence of undue influence inducing testatrix’ act, and also her state of mind at the time.

The holding that the declarations are evidence “of the existence of undue influence inducing testatrix’ act” is contrary to the rule recognized by this court in Scott v. Townsend, 106 Tex. 322, 166 S.W. 1138, 1144 (1914), that a testator’s “declarations are not competent to prove the fact of undue influence.” The correct rule with respect to declarations of the testator in undue influence cases is succinctly summarized in McCormick & Ray, Texas Law of Evidence, § 894 (2d ed. 1956), as follows:

Undue influence as an invalidating fact consists of two elements: first, the external, the words or acts of third persons which bring the pressure to bear; second, the internal, the collapse of the testator’s own will, produced by such external conduct. It is held that declarations of the testator, of whatever type, are no evidence of the former but only of the latter element.1

We reaffirmed the rule as recently as 1964. See Lindley v. Lindley, 384 S.W.2d 676, 682 (Tex.Sup.1964).

Having concluded that declarations of the testatrix are not evidence of the fact of undue influence, we must look elsewhere for proof of that element of the issue. There is in the record no direct evidence of the fact of undue influence, but the fact may be established by circumstantial evidence. Long v. Long, 133 Tex. 96, 125 S.W.2d 1034, 1036 (1939). A review of the evidence is required.

Mrs. Ferguson died June 28, 1962, at age 82. Her estate, having an appraised value of $73,310.50, consisted principally of cash on deposit in banks and savings and loan institutions. Her home was valued at $7,500.00. Article II of the July will contains a bequest of $1,000.00 in cash and a devise of a life estate in the home to Floyd M. Cross. The will contains no other specific bequest or devise. The remainder interest in the home and all other property is disposed of in the residuary clause of the will one-third to the testatrix’ sister, Della M. Pearce, and two-thirds in trust for the benefit of Mrs. Pearce’s two sons during their lives with remainder to their children. The only material change made in the July will by the September will was elimination of the devise of a life estate in the home to Cross and reduction of the money bequest to him from $1,000.00 to $125.00. The inquiry thus narrows to whether there is evidence in the record from which the jury could reasonably infer and conclude that this change was procured by undue influence exercised by Mrs. Pearce.

Evidence in the record leaves no doubt that Cross was a natural object of Mrs. Ferguson’s bounty, and, indeed, that Mrs. Ferguson considered herself at least morally obligated to devise to him a life estate in the home. Cross and his wife, Jewell, lived with Mrs. Ferguson in her home for some twenty years. During that period of time, Mrs. Ferguson and Jewell, who had no children, got along with each other “wonderfully. They were almost inseparable. Wherever one went the other was there;” and Jewell and the respondent, Cross, were “very happy” together. Jewell died June 29, 1961, but Cross continued to live in Mrs. Ferguson’s home until her death one year later.

When Mrs. Ferguson discussed the drafting of the July will with her attorney, she told him that her daughter had died only recently and expressed the “highest love and care for her.” She said that Cross “had been better to her than a son could be,” [459]*459and told him that several years before she had entered into an agreement with her daughter and son-in-law that “if they would dispose of their home or whatever they had and move in with her and take care of her, that that home would be their home the rest of their life and that they did.” She insisted that the attorney write into the will the following sentiment: “I would like to take this opportunity to also express my appreciation of my beloved són-in-law, Floyd M. Cross, for that kind and tender care which he extended me during my stay here on earth.”

There is no suggestion in the evidence that the legacy to Cross contained in the July will did not represent Mrs. Ferguson’s wish at the time the will was executed. Instructions for preparation of the will were given by Mrs. Ferguson in her home and were given by her alone. Cross was not in the room at the time. The will was also executed in Mrs. Ferguson’s home, at a time when Cross was not in the house.

There is no evidence in the record of a change in the relationship between Cross and Mrs. Ferguson between July 27 and September 1, 1961, or thereafter, which would justify a reasonable belief that Mrs. Ferguson concluded that Cross no longer had a claim on her beneficence or that she no longer felt a moral obligation to fulfill her agreement made with him and her daughter. Indeed, the evidence is all to the contrary. A nurse who was employed by Mrs. Pearce and who lived in Mrs. Ferguson’s home and cared for her from July 15 to October 15,1961, testified that Cross “lost many a night’s sleep helping out in taking care of” Mrs. Ferguson; that Mrs. Ferguson “seemed to be very fond of Mr. Cross,” and said “numbers of times that he had been so good to her and was still good to her.” Another nurse employed by Mrs. Pearce and in the home from October, 1961 until January, 1962, testified that Cross helped care for Mrs. Ferguson and looked after the laundry and bought all the groceries; that when Cross was away, Mrs. Ferguson would “want to know where he was and when he was coming back” and said she “didn’t know what she would do without Floyd.” A third nurse who was also employed by Mrs. Pearce and went to work about March 1, 1962, testified that Cross helped with Mrs. Ferguson and was “wonderful” to her; that Mrs.

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Bluebook (online)
414 S.W.2d 457, 10 Tex. Sup. Ct. J. 89, 1966 Tex. LEXIS 328, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pearce-v-cross-tex-1966.