Watson v. Watson

340 S.W.2d 344, 1960 Tex. App. LEXIS 1755
Court of Appeals of Texas·Decided October 28, 1960·No. No. 16152·Published·Cited by 1 cases

Opinion

MASSEY, Chief Justice.

This is a will contest. Appellants were the proponents of the will, appellee [345] the contestant. The contest originated upon the proponents’ offer of the will for probate. Therefore, under the provisions of the Texas Probate Code, Section 88, V.A.T.S., “Proof Required for Probate * (formerly Vernon’s Ann.Tex.Civ.St. art. 3348), the burden was cast upon the proponents in the trial court to establish that the deceased was of sound mind and had testamentary capacity at the time his will was executed. 44 Tex.Jur., “Wills”, p. 904, sec. 322, “Facts to be Shown in Order to Justify Probate”, and p. 916, sec. 322, “Procedure — Pleading—Evidence”. In answer to the special issue properly placing the burden of proof upon the proponents of the will, the jury returned as its answer, “He. (the deceased) did not have testamentary capacity.” Based thereupon, the judgment entered was for the contestant. The proponents appealed.

Judgment reversed and remanded for a new trial.

It is believed important to the proper disposition of the instant case to consider the state of the law in Texas relative to “waiver” of a litigant’s right to object to the introduction of all conversations and transactions with a decedent, otherwise afforded perforce V.A.T.S. art. 3716, the so-called “Dead Man’s Statute”, in an instance where the interested disqualified witness is taken on cross-examination by his adversary and asked questions concerning any conversation or transaction had with the deceased by the witness. The question is whether such interrogation as to one transaction on one occasion entitles the opposing party to interrogate the same witness, over objection, as to another and different transaction on another occasion. The annotator at 64 A.L.R. 1171 (supplemented in 107 A.L.R. 493 and 159 A.L.R. 424) cited the case of Grothaus v. Witte, 1888, 72 Tex. 124, 11 S.W. 1032, as an authority to the contrary of other Texas cases cited, but our analysis of that case leads us to the conclusion that the court’s true holding was that under the circumstances of the matter under consideration, set out by the court, the admission of the testimony complained of could not have amounted to more than harmless error. This conclusion is fortified by our notice that Grothaus v. Witte was a Commissioners’ opinion, adopted by the same Supreme Court which six months later (in Jackson v. Jones [Mumford’s Executor], 1889, 74 Tex. 104, 11 S.W. 1061, 1063), stated that when a similarly disqualified witness was taken by the adverse party upon cross-examination and questioned upon a part of a transaction with a deceased he would then he entitled to testify in explanation of the whole transaction; “his evidence being then confined to the issues upon which he had been already examined.”

The clearest statement of the law in Texas that we have found is in the case of Dannenbauer v. Messerer’s Estate, Tex.Civ.App., Texarkana 1928, 4 S.W.2d 620, 626, affirmed Compton v. Dannenbauer, at 120 Tex. 14, 35 S.W.2d 682, 79 A.L.R. 1488, as follows: “Complaint is also made at the refusal of the court to admit testimony of Mrs. Dannenbauer in answer to an interrogatory propounded by her counsel on cross-examination. If Mrs. Dannenbauer, who was the proponent, when called as a witness by contestants had been interrogated as to a conversation occurring between her and the testator, she was a competent witness to testify on cross-examination as to all relevant statements made by the testator in that conversation. But she was not a competent witness to testify as to conversations and transactions about which she had not been interrogated by contestants.” ' To the same effect are the decisions in Huggins v. Myers, Tex.Civ.App., Fort Worth 1930, 30 S.W.2d 565, writ dismissed; Himes v. Himes, Tex.Civ.App., Fort Worth 1932, 55 S.W.2d 181; and Wells v. Hobbs, 1909, 57 Tex.Civ.App. 375, 122 S.W. 451. Such is the Texas Rule stated to be in McCormick & Ray, Texas Law of Evidence, 2nd Ed., Ch. 6, “Competency of Witnesses”, Topic 5, “Interest as a Disqualification”, [346] secs. 332 and 333, “Statutory Disqualification of the Survivor of Deceased Opponent (Dead Man’s Statute) — Waiver of the Disqualification — (1) Calling the Adverse Party as a Witness” and “• — (2) Cross-Examination of Adverse Party.” (See secs. 158 and 159 in 1st Ed.)

Because we have reached the conclusion that the contestant of the will in question, who prevailed in the trial court, was erroneously permitted, over objection, to testify about a particular conversation with decedent, and because we are of the further opinion that such amounted to harmful error under the contemplation of Texas Rules of Civil Procedure, rule 434,— the judgment should be reversed and the cause remanded to the trial court for a new trial. We do not find in the circumstances of the case that the proponents of the will “waived” their right to have the contestant’s testimony about the conversation excluded.

The conversation between the contestant and the decedent, who was his father, was held in late 1955 or early 1956 according to the contestant. From other evidence in the record it would appear that it occurred at an earlier time, perhaps as early as late 1954. That matter is not too material. In any event it was on an occasion when no one other than the contestant and the decedent were present, and when the contestant, after visiting his sick mother in the hospital in Fort Worth, stopped by the decedent’s home to visit with him. After some thirty minutes of conversation the decedent arose and made statements, including the following: “ T want you to get out of this house and stay out. And I never want to see you again as long as I live.’ ” “ ‘You dadblame right, I know what I’m saying.’ ” “ ‘No, I’m not going to shake hands with you. I wouldn’t put my hand in your hand and get my hand dirtied up that way.’ ” Further, contestant testified that the decedent “told me that I wasn’t anything but a murderer and a killer, and told me to get •out and stay out, that’s exactly what he told me.” Leading up to the questioning which elicited the testimony, contestant’s counsel laid a predicate therefor by inquiry as to whether there was a reason, and what such reason might be, why contestant did not visit his father more often or ceased to visit him. It is noted from the record that there was no evidence from the contestant as a witness, that the decedent was of unsound mind, other than by inference that he was laboring under the delusion that contestant had murdered or killed someone. The evidence was undisputed that contestant had never been charged other than with minor traffic offenses.

Free access — add to your briefcase to read the full text and ask questions with AI

Watson v. Watson, 340 S.W.2d 344, 1960 Tex. App. LEXIS 1755 (Tex. Ct. App. 1960).

340 S.W.2d 344 (Watson v. Watson) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

Reynolds v. Park
485 S.W.2d 807 (Court of Appeals of Texas, 1972)