Evans v. Allen
358 S.W.3d 358
Tex. App.2012Background
- William Vinson executed a March 1, 2006 self-proving will leaving equal shares to Ollie Evans and Aisha Evans, with Aisha as independent executor and Ollie as contingent independent executor.
- Vinson was placed under guardianship in September 2006; Allen was appointed permanent guardian of Vinson's person and estate.
- On December 22, 2006 Vinson executed a second self-proving will revoking the first, disinheriting Evans, and naming Allen as independent executor while under guardianship.
- Vinson died January 18, 2007; Allen probated the second will on February 28, 2007, and letters testamentary were issued to Allen.
- Evans, beneficiary under the first will, filed a will contest July 2, 2009 arguing lack of testamentary capacity and forgery/ fraud exceptions to the two-year limit.
- Trial court directed verdict for Allen on statute of limitations grounds; Evans appeals, raising two issues: limitations and judicial estoppel.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether the contest is barred by the statute of limitations | Evans argues discovery rule/applicability delays start. | Allen argues Evans as an interested person had constructive notice when the Second Will was admitted to probate; statute began then. | Limitations bar Evans's contest; directed verdict affirmed. |
| Whether Allen is judicially estopped from seeking probate of the Second Will | Evans claims inconsistent positions after guardianship finding of incapacity. | Allen contends guardian status does not imply incapacity for testamentary capacity; no inconsistency. | No judicial estoppel; guardianship context does not create inconsistent positions; Second Will probate may proceed. |
Key Cases Cited
- Mooney v. Harlin, 622 S.W.2d 83 (Tex. 1981) (constructive notice in probate-related actions; limits start at probate admission)
- Little v. Smith, 943 S.W.2d 414 (Tex. 1997) (refuses discovery rule in probate contexts; finality of probate records emphasized)
- In re Estate of Redus, 321 S.W.3d 160 (Tex.App.-Eastland 2010) (standing and interest in estate for will contest; prior will beneficiaries have pecuniary interest)
- Clement v. Rainey, 50 S.W.2d 359 (Tex.Civ.App.-Texarkana 1932) (guardianship does not automatically negate testamentary capacity; rebuttable presumption exists)
- Stephen v. Coleman, 533 S.W.2d 444 (Tex.Civ.App.-Fort Worth 1976) (guardianship presumption of lack of capacity may be rebutted by evidence of capacity on date of will)
- Estate of Robinson, 140 S.W.3d 782 (Tex.App.-Corpus Christi 2004) (testator's testamentary capacity evaluated on the date of will execution)
- Bolton v. Stewart, 191 S.W.2d 798 (Tex.Civ.App.-Fort Worth 1945) (guardianship at time of will execution; capacity may be rebutted by proof of capacity at execution)
