Wich v. Fleming

652 S.W.2d 353, 26 Tex. Sup. Ct. J. 312, 1983 Tex. LEXIS 291
CourtTexas Supreme Court
DecidedApril 6, 1983
DocketC-1334
StatusPublished
Cited by41 cases

This text of 652 S.W.2d 353 (Wich v. Fleming) is published on Counsel Stack Legal Research, covering Texas Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wich v. Fleming, 652 S.W.2d 353, 26 Tex. Sup. Ct. J. 312, 1983 Tex. LEXIS 291 (Tex. 1983).

Opinions

CAMPBELL, Justice.

This is an appeal from a summary judgment denying probate of the purported will of Dr. Mabel Giddings Wilkin. The court of appeals reversed the judgment of the trial court and remanded the cause. 638 S.W.2d 31. On motion for rehearing, we reverse the judgment of the court of appeals and affirm the trial court’s judgment.

Dr. Wilkin executed her will at a bank in Brenham, Texas on December 22, 1979 before her attorney and an employee of the bank. She signed her name on the last page of the will. The witnesses did not sign immediately below her signature, but instead signed at the conclusion of the self-proving affidavit located at the bottom of the same page. The witnesses testified concerning these facts in depositions which were filed with the court, and all parties agree that Dr. Wilkin and the two witnesses believed they were executing the will validly.

In Boren v. Boren, 402 S.W.2d 728 (Tex.1966), we held that a will was not admissible to probate if the witnesses had signed only the self-proving affidavit attached to the will. The premise of this holding was that the will and the self-proving affidavit require different types of intent on the part of the witness and serve different purposes. The attesting witness is expressing his present intent to act as a witness. The witness executing a self-proving affidavit is swearing to the validity of an act already performed. In the present instance, as in Boren, the self-proving affidavit states the witnesses’ “names are subscribed to the annexed [and] foregoing instrument ...” and that “each witness stated further that they did sign the same as witnesses.... ” The witnesses in fact had not previously signed the will as witnesses. Therefore, neither the intent to presently attest nor the intent to substantiate a previous attestation was accomplished.

The functions of the two provisions vary as well. Proper attestation by two qualified witnesses validates an otherwise properly executed will; the only purpose of the self-proving affidavit is to eliminate the necessity for the testimony of the subscribing witnesses when the will is offered for probate. As we stated in Boren, “it was not the purpose of the Legislature [when enacting this alternative means of proving a will] to amend or repeal the requirement that the will must meet the requirements of the law.” Id. at 729. A properly executed will is a condition precedent to the usefulness of a self-proving affidavit. Without a preexisting, valid will, the self-proving affidavit is ineffective for any purpose. The Boren rule has been followed consistently. E.g., Jones v. Jones, 630 S.W.2d 645 (Tex.Civ.App.-Dallas 1980, writ ref’d); Shriners Hospital for Crippled Children v. St. Jude Children’s Research Hospital, Inc., 629 S.W.2d 767 (Tex.Civ.App.-Dallas 1981, writ ref’d); In re Estate of McDougal, 552 S.W.2d 587 (Tex.Civ.App.-Tyler 1977, writ ref’d n.r.e.); McLeroy v. Douthit, 535 S.W.2d 771 (Tex.Civ.App.-Fort Worth), writ ref’d n.r.e. per curiam, 539 S.W.2d 351 (Tex.1976); Cherry v. Reed, 512 S.W.2d 705 (Tex.Civ.App. — Houston [1st Dist.] 1974, writ ref’d n.r.e.); In re Estate of Pettengill, 508 S.W.2d 463 (Tex.Civ.App. —Amarillo 1974, writ ref’d n.r.e.).

Fleming, the executrix, attempts to avoid application of the Boren rule on several grounds. She argues the rule should be inapplicable if witnesses are available to prove proper execution at the time the will [355]*355is offered for probate. We disposed of this issue in Boren by citing with approval the holding in McGrew v. Bartlett, 387 S.W.2d 702 (Tex.Civ.App.—Houston 1965, writ ref’d). A will was denied probate in that case because the witnesses signed only the self-proving affidavit, even though testimony of a witness to the will was introduced that she, the other witness, and the testatrix all thought they were signing the will at the appropriate places. As recently reiterated by this Court, even clear evidence of intent cannot abrogate the mandatory provisions of the probate code. Morris v. Morris, 642 S.W.2d 448, 450 (Tex.1982).

Fleming urges Boren is distinguishable because here the portion of the self-proving affidavit the witnesses signed was on the same page as the testatrix’ signature. The witnesses in Boren signed a self-proving affidavit which was attached to the will. We do not find this difference significant. The will and the self-proving affidavit are separate and distinct documents; their appearance on a single sheet of paper does not alter their separate character. Section 59 of the Probate Code requires two competent witnesses to attest the execution of the will. Tex.Prob.Code Ann. § 59 (Vernon 1968). The attestation must appear on the will—not on another document. As pointed out in Boren, “the self-proving provisions attached to the will are not a part of the will but concern the matter of its proof only.” 402 S.W.2d at 729. Only recently we refused the application for writ of error in Jones v. Jones, 630 S.W.2d 645 (Tex.Civ.App.—Dallas 1980, writ ref’d), in which a will was denied probate because the witnesses signed only the self-proving affidavit, even though they signed the affidavit twice, and the first set of signatures appeared on the same page as the end of the will.

Fleming suggests we ignore the language of the affidavit and consider the witnesses’ signatures as appearing directly below the testatrix’ signature, as required by section 59. We cannot assume the parties signing the affidavit, one of whom was an attorney, did not read and were unaware of the language of the affidavit and its import. Although the result reached here may seem harsh, it must be noted this will was drafted and executed thirteen years after our decision in Boren which expressly disapproved this procedure.

The right of a person to devise property at his death to another is a purely statutory right. Poole v. Starke, 324 S.W.2d 234, 236 (Tex.Civ.App.—Fort Worth 1959, writ ref’d n.r.e.); Maxey v. Queen, 206 S.W.2d 114, 116 (Tex.Civ.App.—Fort Worth 1947, writ ref’d n.r.e.). If the requirements for disposing of property by will are to be altered, it is the province of the Legislature, not this Court, to effect those changes. It is significant to note the Legislature has amended section 59 of the Probate Code twice since the date of the Boren decision, but has not modified the statutory requirements at issue here. 1971 Tex.Gen.Laws, Ch. 173, § 5 at 974; 1969 Tex.Gen.Laws, Ch. 641, § 5 at 1922. “[T]he Legislature must be regarded as intending statutes, when repeatedly reenacted, as in the case here, to be given that interpretation which has been settled by the courts.” Marmon v. Mustang Aviation, Inc., 430 S.W.2d 182, 187 (Tex.1968).

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

Related

Estate of Nielsen
533 S.W.3d 39 (Court of Appeals of Texas, 2017)
Asplundh Tree Expert Co. v. Abshire
517 S.W.3d 320 (Court of Appeals of Texas, 2017)
Merrick v. Helter
500 S.W.3d 671 (Court of Appeals of Texas, 2016)
Jerry Valdez v. Bruce Robertson, Jr.
Court of Appeals of Texas, 2015
Estate of Wilbur Waldo Lynch
395 S.W.3d 215 (Court of Appeals of Texas, 2012)
Dallas Area Rapid Transit v. Oncor Electric Delivery Co.
331 S.W.3d 91 (Court of Appeals of Texas, 2010)
F.F.P. Operating Partners, L.P. v. Duenez
237 S.W.3d 680 (Texas Supreme Court, 2007)
Marvin v. Fletcher v. Willie T. Harris
Court of Appeals of Texas, 2007
State Farm Life Insurance Co. v. Martinez
216 S.W.3d 799 (Texas Supreme Court, 2007)
Brown v. Traylor
210 S.W.3d 648 (Court of Appeals of Texas, 2006)
George Brown v. Lucy Traylor and Leona Simpson
Court of Appeals of Texas, 2006
Tooke v. City of Mexia
197 S.W.3d 325 (Texas Supreme Court, 2006)
D.S.A., Inc. v. Hillsboro Independent School District
999 S.W.2d 887 (Court of Appeals of Texas, 1999)
Livingston v. Nacim
999 S.W.2d 874 (Court of Appeals of Texas, 1999)

Cite This Page — Counsel Stack

Bluebook (online)
652 S.W.2d 353, 26 Tex. Sup. Ct. J. 312, 1983 Tex. LEXIS 291, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wich-v-fleming-tex-1983.