Tieken v. Midwestern State University

912 S.W.2d 878, 1995 Tex. App. LEXIS 3223, 1995 WL 756207
CourtCourt of Appeals of Texas
DecidedDecember 21, 1995
Docket2-94-062-CV, 2-94-240-CV
StatusPublished
Cited by17 cases

This text of 912 S.W.2d 878 (Tieken v. Midwestern State University) 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
Tieken v. Midwestern State University, 912 S.W.2d 878, 1995 Tex. App. LEXIS 3223, 1995 WL 756207 (Tex. Ct. App. 1995).

Opinion

OPINION

BRIGHAM, Justice.

Rodney P. Tieken appeals adverse judgments in two lawsuits stemming from a will contest. Tieken claims that in the will contest suit (cause number 2-94-240-CV), the trial court erred in overruling his Motions for Judgment Notwithstanding the Verdict and for New Trial because the evidence was legally and factually insufficient to support the jury’s findings of lack of testamentary capacity and undue influence. Tieken also claims that the trial court erred in granting summary judgment for Midwestern State University and the Midwestern State University Foundation in a separate, but related, lawsuit (cause number 2-94-062-CV) concerning an informal contingent fee agreement between Ruth Beyer and MSU. 1 The cases were *881 consolidated on appeal. We affirm the former and dismiss the latter.

BACKGROUND

Tieken met John and Pauline Abbott in May 1977, when he adjusted an insurance claim for hail damage on their Wichita Falls house. Tieken and the Abbotts became friendly; Tieken worked in the yard with Pauline and had dinner with the couple periodically. When Tieken became engaged to be married, the Abbotts offered to sell him a duplex house that they owned. In 1978, John showed Tieken the Abbotts’ financial books and had Tieken’s name put on the signature card for the Abbotts’ safe deposit box. Although Tieken and his wife moved to Abilene in 1979, his friendship with the Ab-botts continued. In 1981, he and his family returned to Wichita Falls.

The Abbotts executed wills in 1981 that left their estates to the surviving spouse and then to the Midwestern State University Foundation to establish scholarships for premedical and nursing students. Their wills were drafted by attorney Bill Browning and a later codicil named the Abbotts’ friend Beyer independent executrix. In 1985, the Abbotts appointed Beyer their attomey-in-fact by a power of attorney.

John died in May 1986. Browning handled the legal work to have John’s will admitted to probate, and Beyer served as executrix. According to Beyer, John expressed concern about Tieken’s trustworthiness before John’s death.

Pauline’s health began declining in the early 1980s, when she suffered a stroke. She had fainting spells and frequently fell. During these attacks, Pauline suffered numbness in her hands, blurred vision, and memory loss. On one occasion, Beyer took Pauline to the emergency room for treatment after a fall. Beyer continued to care for Pauline once she returned to the Abbott home after this episode.

Early one morning in 1987, Pauline thought she had suffered another stroke and contacted Tieken and Beverly Power, whom she had met through a service club several years earlier. Pauline wanted Power to find out about moving to Rolling Meadows Nursing Center. At this point, Tieken decided to “take charge” of Pauline and moved her into the nursing home.

On April 8, 1987, Beyer and her husband drafted an “open” letter regarding Pauline’s move to Rolling Meadows, asserting that “motives are obviously in question,” and noting that John and Pauline had declined Tieken’s previous request to borrow $80,000.00. Tieken and Power both claimed that Pauline was mad about the Beyers’ letter because of the perception that it questioned Tieken’s integrity. On April 15, 1987, Pauline wrote Beyer that she was revoking Beyer’s power of attorney and naming Tieken as her attorney-in-fact instead.

On August 14, 1987, Pauline executed a new will, that left a substantial portion of her estate to Tieken. Power testified that she had been “instrumental in Pauline getting her new will set up” and had typed lists concerning Pauline’s property so that she could “organize her mind.” Tieken reviewed the lists and made notes. Power selected Bob Goff, the attorney Pauline used to prepare the new will. Upon Pauline’s death, Goff filed an application to probate the 1987 will, and Beyer filed a contest to that application. A trial was held to determine the validity of the 1987 will. The jury determined that the 1987 will was the product of undue influence and that Pauline lacked testamentary capacity. Tieken appeals this judgment.

THE WILL CONTEST

In his first point of error, Tieken contends the trial court erred in overruling his Motion for JNOV and his Motion for New Trial because the evidence is legally and factually insufficient to support the jury’s finding that Pauline lacked testamentary capacity when she executed the August 1987 will. He contends that although Pauline had suffered some strokes, those people who knew her best all testified that the strokes did not affect her mentally. Even Beyer, he claims, testified that the strokes only briefly affected Pauline’s memory. Tieken points to testimony from Power and Joyce Buchanan regarding Pauline’s bookkeeping and from Dr. Ste *882 phen Farmer’s medical records, dated three weeks before the August 1987, will showing that Pauline was alert, her speech was fluent, her cognitive functions appeared intact, and Pauline’s memory was consistent with her age.

Tieken challenges treating physician Dr. J.B. Hathom’s assertion that Pauline’s hallucinations three days after she signed the August 1987 will had a probability of affecting Pauline on the day the will was signed, particularly considering that ten months later, Dr. Hathorn said he did not see any real change in Pauline’s memory. Tieken asserts that the only witness who testified that Pauline lacked capacity on August 14, 1987, was Dr. Robert McBroom, Jr., another treating physician, who, Tieken claims, was impeached repeatedly.

Testamentary capacity means that a party must have sufficient mental ability to: (1) understand the business in which the party is engaged; (2) understand the effect of the act in making a will; (3) understand the general nature and extent of the party’s property; (4) know the party’s next of kin and natural objects of the party’s bounty and the claims upon them; and (5) collect in the party’s mind the elements of the business to be transacted and hold them long enough to perceive their obvious relation to each other and to form a reasonable judgment about them. Prather v. McClelland, 76 Tex. 574, 13 S.W. 543, 546 (1890). Tieken contends he was able to establish Pauline possessed all of the above.

Tieken says Pauline knew that she was engaged in the act of making a will. He points to his testimony and that of Buchanan, Power, and Marie Cargal, who all said that Pauline had planned to make a new will over the course of several weeks. Goff said that he spent at least five hours with Pauline during three separate meetings and had no reason to believe she was not fully competent. Goff told the jury that Pauline had told him to increase the bequest to Tieken’s children’s trust and had told him to include an in terrorem clause.

Tieken asserts Pauline knew the effect of her act in making a will. Goff and Shirley Keltner, a witness to the signing, said that Pauline and Goff reviewed each paragraph. Goff said that Pauline, that day, told him a story about each of the people who would benefit from the will.

For his position that Pauline knew the nature and extent of her property, Tieken relies on Power’s testimony that she typed the list of Pauline’s assets based on what Pauline told her.

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Cite This Page — Counsel Stack

Bluebook (online)
912 S.W.2d 878, 1995 Tex. App. LEXIS 3223, 1995 WL 756207, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tieken-v-midwestern-state-university-texapp-1995.