Storey v. Hayes

448 S.W.2d 179, 1969 Tex. App. LEXIS 2154
CourtCourt of Appeals of Texas
DecidedNovember 12, 1969
DocketNo. 14812
StatusPublished
Cited by4 cases

This text of 448 S.W.2d 179 (Storey v. Hayes) 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
Storey v. Hayes, 448 S.W.2d 179, 1969 Tex. App. LEXIS 2154 (Tex. Ct. App. 1969).

Opinion

BARROW,

Chief Justice.

A will contest case. Appellant Aliene Bruce Storey, a daughter of J. H. Bruce, deceased, brought this suit to set aside the probate of a will and codicil on the grounds of undue influence by her sister, appellee Minnie Bruce Hayes, and for lack of testamentary capacity. The jury found that testator had testamentary capacity at the time of the execution of the will and at the time he executed the codicil. It also found that testator was not acting under the un[180]*180due influence of Minnie Bruce Hayes at the time of executing either instrument. A take-nothing judgment was entered on this verdict, whereby the will and codicil were in all things upheld, approved and confirmed.

Testator was married to Mrs. Ella Mansfield Bruce in 1900 and of this, his only, marriage three children were born: Minnie, H. L. (Buster), and Aliene. Mrs. Bruce died in 1946, leaving an estate consisting primarily of approximately 2000 acres of ranch land, of which about one-third was her separate property and the remainder community property. Under her will, testator, J. H. Bruce, was granted a life estate in all said property with the remainder to be divided equally among their three children. The record is uncontradicted that the stated intentions of Mr. and Mrs. Bruce were that upon the death of both all their property was to be divided equally among said children. Apparently, the first will executed by Mr. Bruce was on January 28, 1964, when he was eighty-seven years of age. By this will he endeavored to divide the entire estate, both separate and community, into three equal parts, but specifically designated the part of the ranch each child was to receive.1 This worked to the apparent disadvantage of appellant, as her part consisted largely of the separate property of her mother, and thereby she was taking very little from the community property. This will also contained a forfeiture clause in the event a devisee contested the will or refused to execute the necessary partition deeds. On September 19,1964, Mr. Bruce executed a codicil to this will whereby virtually all of appellant’s one-third interest under his will of January 28, 1964, was given to appellee Minnie Bruce Hayes. Testator died in 1966. The other devisee, Buster Bruce, who was named independent executor under said will, filed both instruments for probate but refused to have any part of this will contest, other than to express the desire to the trial court, outside the presence of the jury, that the estate be divided into three equal parts. Appellant Aliene Bruce Storey will be hereinafter referred to as contestant and appellee Minnie Bruce Hayes will be referred to as proponent.

Contestant asserts three points: 1. The trial court erred in excluding evidence tending to show that the testator was of unsound mind and under undue influence at the times in question. Under this point, contestant complains of the refusal to admit testimony from two of her witnesses, Henry Lee Mansfield and Laura Barks-dale, to the effect that each was of the opinion that testator was of unsound mind on the occasions in question. 2. The trial court erred in admitting opinion evidence from proponent’s witnesses to the effect that testator had mental capacity to perform the acts in question. 3. The trial court erroneously excluded evidence from a druggist of various medicines purchased by testator subsequent to the execution of the codicil in question.

Mr. Mansfield was a nephew and lifetime neighbor of testator. He visited testator frequently on Sunday mornings while Mrs. Mansfield attended church. Based on this long acquaintanceship and frequent observations, Mansfield testified that testator’s health began to deteriorate in the late 1950’s or early 1960’s; it was difficult to hold a conversation with testator; testator had a poor memory and would repeat questions during the same conversation; and testator didn’t remember the planting seasons. He testified testator wasn’t mentally capable at all times of knowing or understanding the nature and effect of his acts, and that testator was not capable at all times during July and September, 1964, of knowing or understanding the nature and effect of his acts. However, the trial court refused to permit Mansfield to testify before the jury that testator was of unsound mind at such times.

Mrs. Laura Barksdale had known testator since 1949, in that her sister had been [181]*181his housekeeper for eleven years. After her sister’s death, Mrs. Barksdale was employed in October, 1964, and worked for testator off and on until April, 1965. She testified that testator was weak and all crippled with arthritis. Some days he was normal and some days he just wasn’t himself. In explanation, she testified that he was just a little “mentally off or unbalanced.” She related two occasions when testator imagined fifteen young men coming to look for work, and other people driving up in cars to steal his saddles. She testified that he was not capable of tending to business or anything. By bill of exception she testified that he was of unsound mind in October, 1964.

Contestant’s second point relates also to the question of the admissibility of opinion testimony as to the testamentary capacity of testator and therefore should be considered with the first point. Contestant complains of the admission of testimony from eight lay witnesses to the effect that testator had the capacity to know and understand the effect of his acts. Such evidence was admitted largely without objection and the error, if any, has been preserved, in contestant’s amended motion for new trial, only as to the witnesses C. D. Myers and Mrs. Fred Briggs. Miller v. Miller, 274 S.W.2d 762 (Tex.Civ.App.—San Antonio 1954, writ ref’d); Rules 320 and 374, Texas Rules of Civil Procedure; Appellate Procedure in Texas, § 8.2.

Mr. Myers knew testator from 1958 until the latter’s death, in that he visited testator four to six times a year with a man who had a grass lease on part of testator’s ranch. On such occasions he would spend from thirty minutes to an hour in general conversation with testator. Myers was permitted to testify, over contestant’s objection, that testator knew the nature and extent of his property. He was only a minor witness on behalf of proponent because of his few contacts with testator as compared to her other witnesses.

Mrs. Briggs, along with her husband who died in January, 1965, witnessed both the will and codicil and therefore was a very important witness. She and her husband were neighbors of testator and went to the home of testator on each occasion to witness the instrument in response to a telephone call from proponent. Proponent had lived in the home with testator after the death of her husband in 1953 and took care of much of his business. Mrs. Briggs testified by deposition that her husband had been a close friend of testator for over thirty years before the Briggs were married. Through this friendship she became acquainted with testator about fifteen years before his death, and she and her husband socially visited him about every two weeks. The will was executed about 7:00 p. m. in their presence, as well as in the presence of Glendon Roberts, Esq., who had prepared the will. After a few pleasantries were exchanged, the will was signed and Mr. Roberts notarized same. They visited with testator another thirty minutes and left. In response to a question regarding testator’s mental capacity, Mrs. Briggs testified that her husband always hoped he would be as well mentally at that age as testator.

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Bluebook (online)
448 S.W.2d 179, 1969 Tex. App. LEXIS 2154, Counsel Stack Legal Research, https://law.counselstack.com/opinion/storey-v-hayes-texapp-1969.