Welch v. Shoubrouek

260 S.W.2d 84, 1953 Tex. App. LEXIS 1916
CourtCourt of Appeals of Texas
DecidedJune 25, 1953
Docket4900
StatusPublished
Cited by6 cases

This text of 260 S.W.2d 84 (Welch v. Shoubrouek) 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
Welch v. Shoubrouek, 260 S.W.2d 84, 1953 Tex. App. LEXIS 1916 (Tex. Ct. App. 1953).

Opinion

R. L. MURRAY, Chief Justice.

This is an appeal in a will contest from a judgment in the district court of Nacog-doches County, admitting the contested will to probate.

By the terms of the will offered for probate the deceased, Jack Welch, made F. B. Shoubrouek, the contestee, the sole beneficiary. Lonnie Welch, Frank Welch and Mary E. Sanders, the contestants, were the only surviving heirs at law of the deceased. They were the brothers and sister of the deceased.

The will was executed before an attorney and a physician as witnesses. There was ample evidence adduced in the trial of the case to support the findings of the jury that the deceased had testamentary capacity and was not acting under undue influence at the time he executed the will. There was also some evidence showing some peculiarities in the actions and conduct of the deceased which raised a fact issue as to his mental capacity to make a will. There was evidence also that F. B. Shoubrouek, the beneficiary in the will, was a long-time friend of the deceased and that the brothers and sister of the deceased had not been in close contact with the deceased for many years before his death. There was evidence that Shou-brouek conveyed the deceased into Nacog-doches to the entrance of his lawyer’s office at the time he made the will. There was also evidence offered, but rejected by the court on objection, that Shoubrouek on the same day conveyed the attorney who drew Mr. Welch’s will out to his farm home, where he and another person witnessed the execution of the will by Mrs. Jack Welch. Mrs. Welch was ill at that time.

The case was submitted to a jury on two special issues. Those issues, together with the answers made by the jury in its verdict, were as follows:

“Special Issue No. 1

“Was Jack Welch at the time he executed the will now offered for probate of sound mind? Answer ‘Yes’ or ‘No’.

“Answer Yes

“The burden of proof is upon the proponent, Fred Shoubrouek to show by a preponderance of the evidence that Jack Welch was of sound mind at the time of the execution of the instrument offered for probate, that is, that he, Jack Welch, had the capacity to know and understand what he was doing, and the effect of his act at the time he executed said instrument. If he had that capacity his mind was sound; if he did not have it, his mind was unsound.

“If you have answered the foregoing special issue ‘Yes’ and only in that event, then answer the following issue:

“Special Issue No. 2

“Do you find from a preponderance of the evidence that the making and execution of the instrument, which is sought to be probated here as his last will and testament, was procured by ‘undue influence’ on the part of the proponent, Fred Shou-brouek?

*86 “Answer ‘Yes’ or ‘No’.

“Answer No

“In connection with the foregoing term 'undue influence’, you are instructed that undue influence is such influence or dominion as exercised at the time, under the facts and circumstances of the case, which destroys the free agency of the testator, and substitutes in the place thereof the will of another.”

On this verdict the court rendered judgment admitting the will to probate. From that judgment the contestants have perfected their appeal to this court.

The contestants objected to Special Issue No. 1 and the instruction as given in connection therewith in language which was adequate to call the court’s attention to the deficiencies of the issue and instruction and in connection with the objection tendered a special issue and instruction which they requested the court to submit. This request was refused. The Special Issue requested was as follows:

“Do you find from a preponderance of the evidence that at the time Jack Welch executed the purported will, which has been offered for probate on this trial as his last will and testament, he possessed ‘testamentary capacity’ as that term is defined to you below?

“Answer ‘Yes’ or ‘No’.

“Answer: -

“You are charged in connection with the term ‘Testamentary Capacity’ that a person, to have testamentary capacity, as that term is used in this charge, is meant that such person at the time of the execution of the wild, must have had sufficient mental ability to understand the business in which he was engaged, the effect of his act in making the will, and the nature and extent of his property; he must be able to know his next of kin and'the natural objects of his bounty and their claims upon him; he must have memory sufficient to collect in his mind the elements of the business about to be transacted and to hold them long enough to perceive at least their obvious relation to each other and to be able to form a reasonable judgment as to them.”

On the authority of Morris v. Morris, Tex.Com.App., 279 S.W. 806, the requested issue and instruction or one similar in nature should have been given and failure to do so constituted reversible error. As pointed out in the opinion in Morris v. Morris, supra, all of the elements specified in the charge are essential to testamentary capacity and contestants were entitled on request to have them included in the court’s charge defining testamentary capacity. The necessity for this definition of testamentary capacity is required in such a will contest as this, in which the testator has by will left his property to a person or persons who are not related to him and has not named any of his relatives as 'beneficiary under the will. See, also, Rutherford v. Robbins, Tex.Com.App., 298 S.W. 549; Peareson v. McNabb, Tex.Civ.App., 190 S.W.2d 402. Appellants’ first, second and third points are therefore sustained.

The appellee says in answer to the appellants’ complaints about the charge that since there was no evidence raising the issue of testamentary capacity the errors in the manner of submission of the question were harmless. Appellee relies on Reiche v. Williams, Tex.Civ.App., 183 S.W.2d 587. We have read that case and notice that in 143 Tex. 365, 185 S.W.2d 420 the Supreme Court refused an application for writ of error for want of merit, but the court in a written opinion specifically held that the evidence did raise the issue of mental incapacity and refused the application for want of merit on the ground that the issue was properly submitted to the jury and determined adversely to the contestant. The case relied on by the ap-pellee here has no application, as we believe that the evidence here raised a fact issue as to testamentary capacity of the deceased.

By their fourth point the appellants complain of the action of the trial court in allowing a physician witness to testify that in his opinion “the testator had *87 testamentary capacity to understand the objects of his bounty and the nature and extent of the topic of the will.” We think the objection by the contestants should have been sustained. The doctor could go further in giving his opinion regarding the mental capacity of the testator than could a layman witness, hut the question and answer complained of permitted the doctor to testify to a legal conclusion.

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Shoubrouek v. Welch
271 S.W.2d 704 (Court of Appeals of Texas, 1954)

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Bluebook (online)
260 S.W.2d 84, 1953 Tex. App. LEXIS 1916, Counsel Stack Legal Research, https://law.counselstack.com/opinion/welch-v-shoubrouek-texapp-1953.