Walker v. Irby

238 S.W. 884, 1922 Tex. App. LEXIS 463
CourtTexas Commission of Appeals
DecidedMarch 22, 1922
DocketNo. 302-3613
StatusPublished
Cited by5 cases

This text of 238 S.W. 884 (Walker v. Irby) is published on Counsel Stack Legal Research, covering Texas Commission of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Walker v. Irby, 238 S.W. 884, 1922 Tex. App. LEXIS 463 (Tex. Super. Ct. 1922).

Opinion

RANDOLPH, J.

This suit originated as a contest over the probate of the will of Doctor G. B. Walker in the county court of Parker county. It will serve no purpose in our discussion of the case to detail the various stages of this proceeding, beyond the statement that on the last trial in the district court of Parker county, on a verdict of the jury answering special issues, the trial court rendered judgment sustaining the provision of the will of G. B. Walker, devising one-half of his estate to Mrs. Etta Briley, and holding that part bequeathing the other half of the property to Lee Walker null ,and void. From this judgment the intervener, Lee Walker, appealed to the Court of Civil Appeals for the Second Supreme Judicial District, and that court affirmed the trial court’s judgment. 229 S. W. 331.

G. B. Walker’s wife had died. Prior to his death one son and a daughter had died, leaving three boys and two girls surviving him.

Mrs. Etta Briley, who was named as one of the independent executors in the will of Dr. G. B. Walker, filed the will for probate in the county court of Parker county, Lee Walker, the other independent executor, having at that time declined to take any action in the matter. While the will devised specific tracts of land to Mrs. Briley, who was one of the daughters, and to Lee Walker, his son, it practically left the whole of the estate to the two by a residuary clause.

Mrs. Emma Irby and Mrs. Mattie Clark contested the probate. In the first contest filed by them the grounds set out for the annulment of the will as a whole were, unsoundness of mind and undue influence, without naming any party as having exerted undue influence. Mrs. Clark died pending the suit, and the contest was continued by Mrs.' Irby and her husband, who subsequently filed their third amended contest, and in this specifically charged that it was the undue influence of Lee Walker that caused their father to exclude them from his will, and practically abandoned the ground of unsoundness of mind in their attack on the will.

During the pendency of the case the sisters, Mrs. Briley, proponent, and Mrs. Irby, contestant, arranged a compromise by which they were to share equally in the estate, regardless of how the. matter of the will was decided. After this agreement Mrs. Briley insisting on 'the probate of the will as to her, and, Mrs. Irby not further contesting its probate in that part, Lee Walker intervened, praying for the probate of the will as a whole, or that it be wholly set aside.

The trial court submitted to the jury the following issues, which were answered as indicated after each;

“Issue No. 1. Was the instrument, introduced in evidence and referred to as the will of G. B. Walker, made by the said G. B. Walker without any undue influence of Lee Walker being exerted upon him which operated upon him at the time of, and in making said will? Answer Wes’ or ‘No.’ ”
“Issue No. 2.' Did Lee Walker exert any undue influence over G. B. Walker which at the time of and in making said will influenced him [885]*885in making any of the provisions of said win? Answer ‘Yes’ or ‘No.’ ”
“Issue No. 3. If you have answered issue No. 2 in the affirmative, then did such undue influence of Lee Walker extend to and affect all the provisions of said will? Answer ‘Yes’ or ‘No.’”
“Issue No. 4. If you have answered _ issue No. 2 in the affirmative and issue No. 3 in the negative, then did such undue influence of Lee Walker extend to and affect the provision of said will in favor of Mrs. Etta Briley? Answer 'Yes’ or ‘No.’ ”

The jury answered the first, third, and fourth issues in the negative, and the second issue in the affirmative.

Accepting the verdict of the jury, the judgment of the trial court and Court of Civil Appeals as conclusive of the facts, we proceed to consider the conclusion of the Court of Civil Appeals upon the question of law •as applied to those facts.

[1] We do not think the contention of Lee Walker, plaintiff in error, that because Mrs. Irby and Mrs. Briley had entered into a compromise whereby they were to share equally in the estate, regardless of the result of the contest of the will, the case presented only a moot question, can be sustained. It appears that this compromise did not affect the question of the probate of the will, and, it being a proceeding in rem, and Lee Walker • being .an intervener asserting his rights, the agreement could not, and did not, dispose of the probate of the will or of Lee Walker’s rights ■therein; hence is not a moot case.

The deciding question in this case is: Lid the undue influence of Lee Walker in having his father exclude contestant, Mrs. Irby, the deceased sister, Mrs. Clark, and his brothers .from participating in his father’s will apply to the will as a whole or only to that part •over which and under which he himself was beneficiary? We have carefully read the decisions cited by defendants in ' error in support of their contention that, under the circumstances of this case, it was proper for the trial court to enter- its judgment ordering the probate of the will of ■G. B. Walker as to the bequest to Mrs. Briley, and refusing probate of that part wherein the bequest of the other half •of the estate was made to Lee Walker, and find that the general holding is that, where the undue influence does not affect the whole will, but only a part, and that portion and the remainder are separable, only the part affected will be held void. 40 Cyc. 1149. If the whole will is the result of the presence •of undue influence, probate of the whole will must be refused. Underhill on the Law of Wills, p. 223, § 159.

The case of Florey’s Executors v. Florey, 24 Ala. 248, cited by defendant in error, is a leading case on the proposition of undue influence rendering a part of the will void, and is cited in many subsequent decisions, in that case it is. said:

“We agree, that where a legacy has been given through undue influence, it does not have the effect of rendering the whole will void. It 'is in accordance with the dictates of reason, and the principles of natural justice, that fraud or undue importunity on the part of one legatee, should not affect the other legacies which are the result of the free will of the testator. * * * It is, however, equally clear, that if the fraud, or undue influence of one of the legatees affects the whole will, then no portion of it can stand.”

In Harrison’s Appeals, 48 Conn. 204, this is laid down as the controlling principle:

“Where an undue influence is exercised- over the mind of a testator in making 'his will, the provisions in the will in favor of the person exercising that influence are void; but the will may be good as far as respects other parties; so that a will may be valid as to some parts and invalid as to others; may be good as to one party and bad as to another”—quoting from Trimalstown v. D’Alton et al., 1 Dow. & Clark, 85, and further quoting from the Florey Case, as above set out.

[2] The general rule that, where a part of the will is invalid and part valid, .the valid bequests should be sustained has it limitations. When the application of this doctrine will defeat the manifest intent of the testator, and interfere with the general scheme of distribution or work an injustice to other heirs, it should not be applied. 28 R. C. L. p. 359, § 369; Fennell v. Fennell, 80 Kan. 730, 106 Pac. 1038, 18 Ann.

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Bluebook (online)
238 S.W. 884, 1922 Tex. App. LEXIS 463, Counsel Stack Legal Research, https://law.counselstack.com/opinion/walker-v-irby-texcommnapp-1922.