In re the Estate of Kam
484 S.W.3d 642
| Tex. App. | 2016Background
- Carol Elam sought probate of a purported will of her father Charles Kam that disinherited her brother David Kam.
- David Kam contested on grounds of improper execution and alleged Carol’s undue influence; trial court denied probate.
- The alleged new will was prepared after Robert Kam’s death and involved non-attorney Jimmy Carter; witnesses included Collora and Czikora with notarization by Mona Eakin.
- Charles Kam’s health deteriorated after a stroke and a family feud over Robert’s estate preceded the will contest.
- Two witnesses attested to the signature; the record included a handwritten letter and a June 2012 notarization; the trial court found issues with good faith and the will’s validity.
- The appellate court reversed, admitting the will to probate and remanding for estate administration.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Validity of will execution | Elam argues proper execution was shown. | Kam argues improper execution. | Execution proper; attestation sufficient. |
| Undue influence | Kam asserts Carol unduly influenced Charles to disinherit David. | Kam contends no evidence shows overpowering influence over Charles. | Undue influence not proven; cannot override free will. |
| Good faith and just cause for fees | Elam contends she acted in good faith. | Kam contends lack of good faith. | Good faith and just cause shown; fees awarded. |
Key Cases Cited
- Wells Fargo Bank, N.A. v. HB Regal Parc, L.L.C., 383 S.W.3d 253 (Tex.App.—Dallas 2012) (standard for legal sufficiency review in specific context)
- City of Keller v. Wilson, 168 S.W.3d 802 (Tex. 2005) (reasonable doubt standard for factual sufficiency; guidance in reviewing evidentiary standards)
- Rothermel v. Duncan, 369 S.W.2d 917 (Tex. 1963) (ten factors for undue influence analysis)
- In re Estate of Sidransky, 420 S.W.3d 90 (Tex.App.—El Paso 2012) (undue influence elements and evidentiary standards)
- In re Estate of Steed, 152 S.W.3d 797 (Tex.App.—Texarkana 2004) (example of evaluating undue influence factors)
