Roberts v. Bush

352 S.W.2d 337, 1961 Tex. App. LEXIS 2054
CourtCourt of Appeals of Texas
DecidedNovember 20, 1961
Docket7131
StatusPublished
Cited by5 cases

This text of 352 S.W.2d 337 (Roberts v. Bush) 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
Roberts v. Bush, 352 S.W.2d 337, 1961 Tex. App. LEXIS 2054 (Tex. Ct. App. 1961).

Opinions

NORTHCUTT, Justice.

This is a suit brought in the District Court of Collin County by Mrs. Elizabeth Bush Roberts and Mrs. Lubelle Bush Byrd, as plaintiffs, (joined by their respective husbands) against Gaye Hailey Bush, as defendant, to set aside a will admitted to probate by the County Court of Collin County, Texas. The plaintiffs were the daughters of W. N. (Bill) Bush and Mrs. Roberta Bush. W. N. (Bill) Bush and Mrs. Roberta Bush were married in 1905 and divorced in 1949. W. N. (Bill) Bush and this defendant were married in 1951. It was the contention of the plaintiffs that the execution of the will here involved was procured by undue influence on the part of the defendant and that W. N. (Bill) Bush, the deceased, did not have testamentary capacity at the time he executed this will. The jury found that Bush did have testamentary capacity at the time of the execution of the will, and that the execution of the instrument was not procured by undue influence on the part of Gaye [338]*338Hailey Bush. Judgment on the jury verdict was rendered for the defendant and the plaintiffs perfected their appeal to the Court of Civil Appeals in Dallas County, Texas and transferred to this court by order of the Supreme Court of Texas. The parties will hereinafter be referred to as plaintiff and defendant as they were in the Trial Court.

By plaintiffs’ first two points of error it is contended the court erred in applying the “Dead Man’s Statute”, Art. 3716 Vernon’s Ann.Civ. Texas Statutes to prevent the jury fro.m hearing certain evidence of the plaintiffs. The defendant testified that the plaintiffs took their mother’s side during the hearings in the divorce proceedings between their father and mother; that the daughters never visited their father since she had known him; that she knew of, and that they certainly didn’t visit their father after she and Mr. Bush were married; that they never sent him a Father’s Day card, Birthday card, or Christmas card and said; “I think they’ll tell you that I am telling the truth.” Then she testified that they did not visit him in the hospital. Defendant was asked if she had the book that was signed by the visitors at the funeral and if either of the plaintiff’s names were in the book and she stated, “No”, but, “that Lubelle had sent flowers.”

The plaintiffs attempted to show that Mrs. Lubelle Byrd did not attend her father’s funeral out of respect to him because there would have been a scene with Gaye Hailey Bush. The court sustained the objections to the testimony on the theory that it was in violation of Art. 3716. Plaintiffs attempted to show by Elizabeth Bush Roberts, daughter of W. N. (Bill) Bush, that she was not permitted to see her father while he was in the hospital and she would have gone to see him if she could have. The court sustained an objection to this testimony upon the theory that it also was in violation of Art. 3716. We think when it was shown by the defendant that the daughters did not visit their father while he was in the hospital with a cancerous condition and did not attend his funeral they should have been permitted to show why they did not. The daughters appeared on the witness stand but were not permitted to show why they did not visit him in the hospital or attend his funeral. The jury did not know why the plaintiffs did not in any manner offer any excuse for such failure. Those facts would have a great bearing upon the decision of the jury, and would be of great damage to the plaintiffs and cause the jury to wonder why the daughters did not care enough for their father to go see him or attend his funeral.

The test as to whether Art. 3716 would have prevented these plaintiffs from testifying as to why they did not visit their father in the hospital and did not attend his funeral, is; If the witnesses offered such testimony falsely, could Mr. Bush, the deceased father, if living, controvert it of his own personal knowledge. If the deceased could so controvert such facts constituting the transaction, then the introduction of such evidence would be barred by Art. 3716. We are unable to see where any of this testimony concerns a transaction with deceased or could be denied by the deceased if living. If living there would have been no funeral. No attempt was made to show Mr. Bush refused to permit either of his daughters from visiting him at the hospital, and if any one else prohibited them from visiting him in the hospital, all deceased, if living, could testify to would be hearsay. Dakoff et al. v. National Bank of Commerce, Tex.Civ.App., 254 S.W.2d 550, writ dismissed, and the cases there cited; Rothman v. Gillett et al., Tex.Civ.App., 315 S.W.2d 956, writ refused, N.R.E.

Plaintiffs’ 9th point of error is as follows :

“The Trial Court erred in instructing the Jury that a person who has testamentary capacity and who is not unduly influenced may dispose of his property at will as he so desires be[339]*339cause it informed the Jury of the legal effect of their answers, and amounted to a comment on the weight of the evidence.”

In the court’s charges, and in this order, the court submitted the case to the jury in the following manner:

“5. You are instructed that a person who has testamentary capacity and who is not unduly influenced may dispose of his property by will as he so desires. Now, bearing in mind the foregoing instructions and definitions, you will answer the following Special Issues, to wit:
“Special Issue No. 1:
“Do you find from a preponderance of the evidence that W. N. Bush did not have testamentary capacity (as defined and explained herein) at the time of the execution of the instrument offered herein as his will?
“Answer, either, ‘He did not then have testamentary capacity’ or ‘He did then have testamentary capacity.’
“Answer: He did then have testamentary capacity.
“If you have answered the preceding issue ‘He did then have testamentary capacity’ then answer the following issue; otherwise, do not answer it.
“Special Issue No. 2:
“Do you find from a preponderance of the evidence that the making and execution of the instrument, here offered as W. N. Bush’s last will, was procured by undue influence (as defined and explained herein) on the part of Gaye Hailey Bush?
“Answer: ‘It was’ or ‘It was not’.
“Answer: It was not."

We cannot see any reason for the court telling the jury that a person who has testamentary capacity and who is not unduly influenced may dispose of his property by will as he so desires. The issues to be determined by the jury were if Mr. Bush had testamentary capacity and whether he was unduly influenced by the acts of Gaye Hailey Bush to make the will, in question.

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Roberts v. Bush
352 S.W.2d 337 (Court of Appeals of Texas, 1961)

Cite This Page — Counsel Stack

Bluebook (online)
352 S.W.2d 337, 1961 Tex. App. LEXIS 2054, Counsel Stack Legal Research, https://law.counselstack.com/opinion/roberts-v-bush-texapp-1961.