Spruance v. Northway

601 S.W.2d 153, 1980 Tex. App. LEXIS 3491
CourtCourt of Appeals of Texas
DecidedMay 29, 1980
Docket6200
StatusPublished
Cited by2 cases

This text of 601 S.W.2d 153 (Spruance v. Northway) 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
Spruance v. Northway, 601 S.W.2d 153, 1980 Tex. App. LEXIS 3491 (Tex. Ct. App. 1980).

Opinion

OPINION

McDONALD, Chief Justice.

This is a will contest. Alta L. Kerr died January 9, 1978. Appellants filed her August 22, 1974 will for probate in the County Court of Bexar County. Appellee, a grandchild of the deceased, filed an opposition to the 1974 will alleging a specific insane delusion as a lack of testamentary capacity; and also filed for probate a will of the deceased dated March 9, 1971.

Appellants opposed the 1971 will alleging the 1971 will was revoked by the revocation clause contained in the 1974 will.

Trial was to a jury which in answer to the only issue submitted found that Mrs. Kerr did not have testamentary capacity at the time she signed the 1974 will.

The trial court rendered judgment denying probate of the 1974 will and admitting the 1971 will to probate.

Appellants appeal on 12 points which we summarize as 3 main contentions.

Contention 1 asserts the trial court erred in refusing to submit special issues requested by appellants which inquired whether the deceased had: a) general testamentary capacity (excluding the insane delusion question for separate consideration); b) whether or not there was an insane delusion; c) whether or not the supposed insane delusion generally affected the 1974 will; d) whether or not the supposed insane delusion affected the revocation clause in the 1974 will.

Contention 2 asserts the trial court erred in rendering judgment for appellee because *155 there is no evidence to support the answer of the jury to Issue 1; and/or such answer is against the great weight and preponderance of the evidence.

Alta L. Kerr and her husband had five children: L. A. Kerr, Jr., Genevieve Kerr Spruance, Armstrong Kerr, Charles Kerr and Aileen Kerr Northway, who was the mother of appellee William Northway, Jr., and who died when he was three days old. His grandparents took him into their home and reared him. His grandfather died in 1937 when he was 12 years old; he continued to live with his grandmother, Alta L. Kerr, until he married at age 27. Thereafter their relationship remained close; he visited her almost daily. In 1953 Mrs. Kerr made a will which substantially devised ap-pellee and her 4 living children equal shares in her estate. In 1958 Mrs. Kerr wrote a codicil to her will disposing 30 shares of AT&T stock acquired after executing the 1953 will, and then recited that except as modified the 1953 will remains in full force and effect. In 1964 Mrs. Kerr wrote another codicil reciting she now owns 220 shares of AT&T stock which she devised to her four children and appellee share and share alike; made other minor bequests; and recited that except as modified her 1953 will remains in full force and effect. On March 9,1971 Mrs. Kerr signed a new will. It was prepared by Mrs. Kerr’s lawyer, Honorable Bond Davis, after extensive consultations. It set up a $10,000 educational trust for the 5 children of L. A. Kerr, Jr., and devised the balance of her estate generally to her 4 children and appellee.

On May 21, 1974 Mrs. Kerr who was 99 years old became ill at home. Appellee was called that Mrs. Kerr had fallen and needed attention. He called Mrs. Kerr’s doctor, Dr. Nixon, who told him to take Mrs. Kerr to Methodist Hospital for X-rays and tests. Appellee, Armstrong Kerr and Mrs. Spruance and a granddaughter took Mrs. Kerr to the hospital. She willingly went to the hospital; was thereafter X-rayed on May 22 and found to have no fractures; and wanted to go home; that on May 23 she suffered a stroke on her right side causing her to be agitated and confused; that on May 24 the doctor ordered sitters 24 hours a day because the nurses needed extra help to handle her; that a “posey vest” was put on her to keep her from getting out of bed; that she remained agitated and confused until May 27 when she responded to medication, calmed down, and was discharged to go home; that she underwent a total personality change in the hospital; that she accused appellee North way of putting her in the hospital, of trying to get her property, or put her away. Soon after returning to her home she consulted her attorney, Mr. Davis, about another will; Mr. Davis became aware there had been a break in her relationship with appellee, due to her resentment at being in the hospital, which she directed at appellee. There is evidence she told Mr. Davis’s partner she was taken to the hospital by appellee against her wishes and was afraid he would put her back in again; that he put her in the hospital because she would not give him the land on the Frio River. Appellant Mrs. Spruance and other witnesses testified that Mrs. Kerr needed to be in the hospital; that appellee would not harm her in any manner; that appellee had done nothing to warrant Mrs. Kerr’s fears; Mr. Davis testified Mrs. Kerr told him “I have given further thought as to what I want to do in my will,” and that “I have had trouble with William [appellee]”; that Mrs. Kerr’s belief that appellee meant to harm her was a circumstance that affected the disposition made toward him in the August 22, 1974 will which he prepared. The 1974 will virtually eliminated appellee as a beneficiary, cutting his share in Mrs. Kerr’s Estate from some 20% to 25% devised him in all prior wills, back to ¼8 of the residuary, or some 2%. Dr. Chittenden, a neuropsychiatrist, testified that a delusion is a false belief held by a person, not commonly held by other people, that cannot be resolved by the process of reasoning; that a delusion can occur from a variety of physical disorders affecting the brain function, including strokes; that in his opinion, based upon reasonable medical probability Mrs. Kerr had a stroke which was associated with a *156 personality change and a development of antipathy toward appellee for reasons which were unfounded; that in essence she became delusional in this respect due to the stroke; that she was influenced in her behavior- toward appellee by this delusion, which would not necessarily affect her behavior in other respects, or affect her ability to function normally outside the area of delusion, including ability to know her objects of bounty, and extent of her property, since there is no relationship between memory and delusion. All parties agree that in a general sense Mrs. Kerr was sane, and knew the extent of her property and who her children and grandchildren were, and that she knew she was making the 1974 will.

By way of summary the evidence is that Mrs.

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Cite This Page — Counsel Stack

Bluebook (online)
601 S.W.2d 153, 1980 Tex. App. LEXIS 3491, Counsel Stack Legal Research, https://law.counselstack.com/opinion/spruance-v-northway-texapp-1980.