Rothermel v. Duncan

365 S.W.2d 398, 1963 Tex. App. LEXIS 1634
CourtCourt of Appeals of Texas
DecidedFebruary 7, 1963
Docket6546
StatusPublished
Cited by7 cases

This text of 365 S.W.2d 398 (Rothermel v. Duncan) 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
Rothermel v. Duncan, 365 S.W.2d 398, 1963 Tex. App. LEXIS 1634 (Tex. Ct. App. 1963).

Opinion

McNEILL, Justice.

This will contest involves Sallie Rother-mel’s will, which left all of her property to her son, Louis F. Rothermel, and appointed him Independent Executor of her estate. This will was probated by the County Court on October 27, 1958. Within a year thereafter this suit, contesting its validity upon the grounds of mental incapacity and undue influence, was filed against appellant by appellees, who are the children of the late Bill Rothermel, the other child of Sallie Rothermel. The contest was denied in the County Court. Trial was to a jury in the District Court and the only issue submitted was whether the will .was the result of undue influence exercised upon the deceased, Sallie Rothermel, by her son, the appellant. The jury having answered that the will was the result of such undue influence, judgment was entered favorably to the contestants and this appeal resulted.

*401 The widow, Sallie Rothermel, and her 'own surviving offspring, the two sons, moved from Pennsylvania to Houston in 1920. The son Louis Rothermel, appellant, was married, and his mother and brother Bill, who was 16 years his junior, lived in the same house until 1934 when Bill married. For a few years then Mrs. Rothermel lived with Bill. The family was a close one and kept in touch with and helped each other. Since Bill was considerably younger than his brother, the mother leaned toward the older son for more help and assistance, especially in the earlier years of her widowhood. Bill was associated with his brother for 20 years in the very successful business of the Maritime Oil Company, which operated out of Houston transporting oil to foreign countries. In 19S2 Louis and Bill became partners in the business that lasted until Bill’s death in 1955. The mother lived alone for a period of time in the ’50’s and both sons and their families kept in close contact with and helped her. After Bill’s death the mother, Sallie Rothermel, lived with her son Bill’s widow, Bessie Rothermel, and the children, appellees, from October, 1955 to March, 1956. From March, ’56 to October, ’56 she lived with appellant. From October, ’56 to October, ’57 she lived in an old ladies’ home in Houston. During all of this time the family frequently visited her. In October, ’57 appellant, who owned a farm in 'Waller County, took his mother from the old ladies’ home to his farm. This, he stated, was done at his mother’s request. He had had for two or three years as an employee on the farm a single woman named Mary Blumberg. She lived in a 4-room house on the farm. His mother was brought to Mary’s home, where she lived from that time until her death at the age of 94 years in October, 1958.

Appellant’s brief assigns 39 points of error; but four have been expressly waived. It would be impossible in any reasonable space to deal at length with each of these points. However, we shall attempt to express our conclusions upon the controlling issues of this appeal. The first point urges that the district court erred in failing to sustain his special exception to appellees’ allegations of undue influence, asserting that they were mere conclusions and failed to allege facts or actions of appellant which destroyed the free will of testatrix. The allegations assailed are:

“B. If the said decedent did execute said will, she was unduly influenced to do so by the said Louis Rothermel and allowed the mind of such Defendant, on account of the lack of vigor of her own, to take the place of her own mind and to guide her in the making of such instrument without in fact assenting herself thereto, thus overcoming her free agency because of her age, weakness and fear, and the confidence which she placed in said Defendant.”

The exception was first filed in the district court. Trial on the question of undue influence was held in the County Court on March 7, 1960, more than a year before this special exception was presented to the court. Rule 45, Texas Rules of Civil Procedure, provides that an allegation of legal conclusion is not objectionable when fair notice to the opponent is given. Since appellant has failed to show that he was surprised, or prevented from presenting his evidence, or in anywise injured by the ruling complained of, the point must be overruled. King v. Harris Co. etc., Dist., Tex.Civ.App., 210 S.W.2d 438 (441) ; Reed v. Markland, Tex.Civ.App., 173 S.W.2d 346; Southern Underwriters v. Hodges, Tex.Civ.App., 141 S.W.2d 707.

Complaint is made that the trial court erred in permitting appellees’ counsel to qualify prospective jurors by requiring them to state that they would take into consideration the fact that the witnesses to the disputed will were, at the time of its execution, in the employ of appellant. The questioning to which appellant objects, including colloquy of counsel, is found on pages 17-22 of the Transcription of Voir Dire. Appel-lees’ counsel stated * * * we say that the will is the result of undue influence.” *402 Appellant’s counsel objected that appellees’ counsel must define “the terms or the basis upon which they propose to contest the will.” Appellees’ counsel responded, “Well, I will be glad to go into that just a little bit.” He then stated that the court will define the terms, but he asked the jury if in considering the issue they would “listen to all the evidence, (and) take into consideration” a number of facts, including “the witnesses, as to whether or not they were under the control, whose control they were under * * We think appellant’s statement that opposing counsel must define “the terms of the basis upon which they propose to contest the will” was an invitation to go into the details and explain the circumstances “a little bit” as stated by appellees’ counsel. Too, it is one thing to ask a juror if he will take certain facts into consideration and another as to the weight he would give such evidence. For this reason Lassiter v. Bouche, Tex.Civ.App., 41 S.W.2d 88, holding that the trial court did not abuse its discretion in refusing to allow prospective jurors to answer, in effect, what weight they would give oral evidence as compared to written evidence, is not in point.

Complaint is also made that in the voir dire examination appellees’ counsel asked, “Will you also take into consideration, if selected on this jury, evidence of expressions that Mrs. Rothermel had previously made as to how she wanted her property to go, if such evidence should be offered before you ? ” The contest of the will was, as stated above, on two bases, mental incapacity and undue influence. It is urged by appellant that since the issue of mental incapacity was not submitted to the jury, the question on voir dire should not have been permitted over his objection. The record reflects no request made at the conclusion of the evidence that the jury disregard the expressions made by Mrs. Rothermel. Points 2 and 3 fail to show error.

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Bluebook (online)
365 S.W.2d 398, 1963 Tex. App. LEXIS 1634, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rothermel-v-duncan-texapp-1963.