Taylor v. Small

71 S.W.2d 895, 1934 Tex. App. LEXIS 526
CourtCourt of Appeals of Texas
DecidedMay 9, 1934
DocketNo. 7967.
StatusPublished
Cited by17 cases

This text of 71 S.W.2d 895 (Taylor v. Small) 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
Taylor v. Small, 71 S.W.2d 895, 1934 Tex. App. LEXIS 526 (Tex. Ct. App. 1934).

Opinion

BAUGH, Justice.

This is the second appeal of this case. The first appeal is reported in (Tex.' Civ. App.) 54 S.W.(2d) 151. The same issues were submitted to the jury upon the second trial as upon the first. The suit was to deny probate of the last will of Mrs. Virginnie Taylor, deceased, on the grounds, first, that she was of unsound mind at the time she executed said will; and, second, that it was procured by the undue influence of Fred Taylor, his wife, and daughter. The jury found upon the second trial that she was of sound mind, but in favor of the contestants, appel-lees here, on the issue of undue influence; and the trial court denied probate of the will, from which judgment the proponents have appealed.

In view of the conclusion we have reached, a clearer understanding of the matter may be had by a chronological review of the facts and circumstances. Mrs. Virginnie Taylor was the mother of four children, viz. Mrs. Lillie Small, a widow, who lived in Oklahoma ; F. Wall Taylor, who died many years prior to her death, and who left surviving him his widow, Mrs. Beulah Taylor, and four children, Mrs. Newsom, Mrs. Pirtle, Vivian Taylor, and Frank W. Taylor; Sam Taylor, who died many years ago, and who left surviving him one daughter, Mrs. Lula Witten. All of the above named were contestants of the will. The fourth and youngest child was Fred Taylor, the proponent of the will.

Prior to 1928, Mrs. Virginnie Táylor, possessed of a considerable estate, had been very bountiful in her gifts to all of her children, especially so in her declining years, and subsequent to 1920 Mrs. Lillie Small being especially favored in this respect. On December 22, 1927, she conveyed to Mrs. Small and Mrs. Beulah Taylor jointly 960 acres of land adjoining or near to the city of Coleman, which Mrs. Virginnie Taylor stated that she valued at 8100 per acre. In June, 1928, she conveyed to her son Fred Taylor a business house in Coleman, and to his children certain lands in Concho county, Tex., reserving to herself a life estate therein and all revenue therefrom until her death. In July, 1928, Mrs. Lillie Small brought suit, as next friend for her mother, against Fred Taylor and his children to have said deeds set aside, alleging that Mrs. Virginnie Taylor *896 was, at tlie time of their execution and for several years had been, of unsound mind, and asked that a receiver be appointed by the court to take charge of all of her property, and that Ered Taylor be enjoined from exercising any control over it. A receiver was appointed, made bond in the sum of $20,000, on which all of the contestants, except Mrs. Pirtle, were sureties. That suit to set aside said deeds was tried four times in each of which Mrs. Virginnie Taylor testified at length. The first trial was on August 22, 1028, at which Mrs. Lillie Small, her daughter, and Mrs. Beulah Taylor, her daughter-in-law, both testified, in the presence of Mrs. Virginnie Taylor, that she was of unsound mind. Three days later, on August 25, 1928, the will in question was executed.

The circumstances surrounding the execution of the will were: On the morning of August 25th, Mrs. Taylor called her attorney, Mr. Weatherred, to come to her home to prepare her will. He went there, talked with her alone, made memoranda of her wishes, returned to his office, and prepared the will. Later in the day he returned to her home with J. P. McCord, and a neighboring lady was called as an additional witness. The will was read to her by Mr. Weatherred in the presence of the other witnesses. She stated that it was what she wanted, and executed it. There is no evidence that Fred Taylor or any of his family were present or had anything to do with it. The uncontroverted evidence is that Mrs. Taylor wanted Fred and his children to have the property devised. It was also clearly shown, and Mrs. Taylor so stated at the time, that her reason for not devising anything to Mrs. Small and to Mrs. Beulah Taylor and her children was that, after all that she had done for them, they had sworn that she was crazy, and had tried to take all of her property away from her. While appellees urgently insist that she never did comprehend the nature and import of the suit to set aside the deeds, and that she thought that Mrs. Small and Mrs. Beulah Taylor were seeking to take her property away from her and put her in the poorhouse, her attorney testified that he explained to her the nature and purpose of the suit, and that she knew that all of the contestants, save Mrs. Lula Witten, were acting jointly in seeking to have the deeds to Fred Taylor and his children canceled on the grounds of mental incapacity. Regardless of how fully she may have understood the significance of that proceeding, its purpose, that is, to preserve to her estate for their benefit the property conveyed, was obvious ; and, if they succeeded, her property would have been taken from her control, and a guardian appointed. Those matters, however, clearly related to the issue of her mental capacity, on which the jury found against the contestants of the will, and only incidentally to the issue of undue influence. It was clearly their testimony that she was and had long been mentally unsound, when they had been the recipients of her bounty only a few months before, that she resented, and these facts, according to her own statements, prompted the execution of the will, providing only nominal bequests to Mrs. Small and to the children of Mrs. Beulah Taylor. She bequeathed to Mrs. Lula Witten, the only daughter of her other son, long since deceased, the sum of $5,000; but it was shown that Mrs. Witten, then about 45 years of age, had spent practically all of her life in other states and in Mexico, and had no occasion to receive the affectionate solicitation of the grandmother for her welfare.

On the other hand, Fred Taylor lived in Coleman, and had for many years been her chief adviser in the management and control of her estate in her old age. His family had evidently been kind to her. She trusted him and had confidence in his judgment. Many of the checks constituting her benefactions to the other children were signed by him as her agent. Her preferences for him and his family in her will in the light of the circumstances above set out were, we think, but natural and normal.

Most of the evidence contained in the voluminous statement of facts, consisting of 850 pages, relates to the issue of mental capacity. The jury found her to be of sound mind, as it did in the first trial. The evidence is ample to sustain that finding. While it clearly shows, we think, .that because of her age (she being about 80 years old at the time) and her physical condition, she had grown forgetful in many things, had become childish in some respects, and possessed traits concomitant with declining years, her reactions to the ingratitude of her children, especially towards those who had been especially favored by her, were but natural and normal, and the will attacked was not, under the circumstances, an unnatural nor abnormal disposition of her property.

Other than evidence of weakened mental capacity of the testator and the opportunity of Fred Taylor and his family to exercise generally undue influence over Mrs. *897 Virginnie Taylor, the facts and circumstances relied upon by the contestants, appellees here, to sustain the jury finding of the undue influence charged are in the main as follows: The testimony of a Mrs. Williams that Mrs. Virginnie Taylor would want Mrs. Lillie Small, Mrs. Joe Brooks, the latter’s daughter, and Mrs.

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71 S.W.2d 895, 1934 Tex. App. LEXIS 526, Counsel Stack Legal Research, https://law.counselstack.com/opinion/taylor-v-small-texapp-1934.