Shofner v. Shofner

105 S.W.2d 418, 1937 Tex. App. LEXIS 975
CourtCourt of Appeals of Texas
DecidedApril 7, 1937
DocketNo. 9965.
StatusPublished
Cited by12 cases

This text of 105 S.W.2d 418 (Shofner v. Shofner) 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
Shofner v. Shofner, 105 S.W.2d 418, 1937 Tex. App. LEXIS 975 (Tex. Ct. App. 1937).

Opinion

MURRAY, Justice.

This is a contest of the validity of a purported will alleged to have been executed by W. A. Shofner.

The contest was prosecuted by Reynolds Shofner, one of the sons of W. A. Shofner.

W. A. Shofner died on January 26, 1935, in Calhoun county, leaving a very large estate. The purported will was executed on October 14, 1933. W. A. Shofner had been married three times. Reynolds Shof-ner was the son by the first marriage; Mildred Lee and Sanford Shofner were children by the second marriage. Mrs. Athol Shofner, his third wife, survived him, but there were no children of the third marriage.

The purported will gave to Reynolds Shofner the sum of $5,000, to Athol Shof-ner and Mildred Lee Shofner a one-fourth interest, each, in his estate, and the remaining one-half was given to Sanford Shofner.

After a hearing in the- county court, the will was admitted, to probate, and this appeal is by Reynolds Shofner from a judgment in the district court also probating the will.

The probate of the will was contested on two grounds; the first being want of mental capacity on the part of W. A. Shof-ner to execute a will, and, the second, that the will was procured by the undue influence of the three favored beneficiaries, Athol Shofner, Mildred Lee Shofner, and Sanford Shofner. The first ground of contest is abandoned, and only the second ground is insisted upon in this appeal. The trial in the district court was before a jury, but, at the close of the testimony for both contestant and contestees, the trial judge instructed a verdict in favor of contestees, and judgment was rendered probating the will. The question presented by this appeal is whether or not the evidence was sufficient to require that the district court submit to the jury the issue of undue influence.

There was a great deal of testimony introduced by both sides. There was testimony to the effect that W. A. Shofner had become weak and feeble, in both mind and *419 body, so as to be easily susceptible of being unduly influenced by the appellees, Athol Shofner, Mildred Lee Shofner, and Sanford Shofner. A great deal of this testimony consisted of declarations of the testator, W. A. Shofner, as to the condition of his health. He stated on one occasion that he had been a mighty good man physically but that he was now in very bad health; on another occasion, that his memory was bad and that it seemed as though he could not remember anything, and that though he at one time had been very good in his figures, he was now afraid to rely on himself and called on' others to check his figures. The evidence further shows that he had received a leg injury and walked with a cane; and that a doctor who examined him at one time found him to be a prediabetic.

The evidence further shows that the ap-pellees resided in the. same house with the testator, while the appellant did not do so; that appellees were able to dominate and control the mind of testator in various business affairs, and compel him to do many things that he did not want to do; that on one occasion he did not want Sanford Shofner to buy a fine saddle horse, but ultimately gave in and permitted him to do so; that on one occasion he had held some cotton, which he and Sanford had purchased as partners, and as a result of holding the cotton the partnership had sustained a loss, and that testator stated that he did not want to hold the cotton, but Sanford had forced him to do so; he also stated that due to the fact that he and Sanford were partners he could not always do what he would like to do.

There was also evidence that the appel-lees did not treat appellant kindly when he was at the home of his father; that appellant resided with his father prior to his marriage, and that his stepmother and half sister and half brother ridiculed him, made fun of the enormous appetite which he possessed ; and that his stepmother called upon him to do the chores about the house, requiring him to mow the lawn, wash the automobile, and do other menial labor, which his half brother, Sanford, was not called upon to do; that he was accused of tracking mud into the house and leaving his clothes lying on the floor. As a result of this and similar treatment he left his father’s home and resided elsewhere. That regardless of these matters his father always felt very friendly and sympathetic toward him. It was also shown that the testator made statements indicating that it was his intention to treat his children equally in the division of his estate and that each would have an equal portion thereof. Appellant was treated as though he was not the social equal of the other members of the family. It was shown that the property acquired during the lifetime of appellant’s mother formed a substantial basis for the accumulation of the estate left by the testator, but that Mrs. Athol Shofner had stated to appellant that he had no interest in his father’s estate and never would have any. Testator consulted Sanford about his business affairs and would often state that he would have to see Sanford before he could close certain business deals. It was also shown that Sanford Shofner had procured appellant to sign a release of his interest in his deceased mother’s estate, upon the representation that his father had made a will in which appellant would share equally with the other children; that Sanford boasted that he could get his father to do anything he wanted him to do; that Sanford Shof-ner repeatedly committed acts of hostility toward appellant; that when appellant learned of his father’s illness he wanted to see his father and was first advised not to come in, but was afterwards permitted to see his father in the presence of ap-pellees and was not permitted to see his father alone. It was further shown that testator knew that his other children would have a large inheritance from their mother’s interest in the community estate, while appellant had nothing and no opportunity to inherit other than through his father.

It was further shown that after testator had executed the will in question he expressed dissatisfaction therewith by declaring, in the presence of several witnesses, that he wishes his will had been as easy to make as Mrs. Price’s; that his will was not worth the paper it was written on and would not stand up in any court if contested.

Appellees offered testimony by many prominent citizens in Calhoun county, to the effect that testator was a vigorous and aggressive business man up until the time of his last sickness; that he was a man 65 years of age, of strong will and determination, and was a man whom it would be hard for any one to influence; that testator believed that his son, Reynolds, appellant herein, was a spendthrift and of a shiftless disposition; that he could not *420 depend upon him or promises made by him, and that approximately one month before the execution of the will appellant had employed an attorney in Houston, Tex., to bring suit against his father for his mother’s interest in the estate, which his father deeply resented. It was further shown that J. W. Ragsdale, Esq., was testator’s lawyer, and that he frequently consulted him about business transactions; that on the day of the execution of the will testator appeared at the law office of J. W.

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Bluebook (online)
105 S.W.2d 418, 1937 Tex. App. LEXIS 975, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shofner-v-shofner-texapp-1937.