George C. BROWN, Appellant, v. Lucy TRAYLOR, Darryl Keith Walker, Paul Wayne Walker, Anthony C. Walker, Terry L. Walker, and James E. Walker, Appellees.
No. 01-04-01091-CV
Court of Appeals of Texas, Houston (1st Dist.).
April 27, 2006
Supplemental Opinion on Denial of Rehearing Nov. 2, 2006.
E. John Gorman, Houston, for appellant. Freddie N. Jackson, Law Office of Freddie N. Jackson, Frank J. Ross, Houston, for appellees. Panel consists of Justices TAFT, HIGLEY, and BLAND.
OPINION
TIM TAFT, Justice.
Appellant, George C. Brown (“George“), appeals from a judgment, rendered upon a jury verdict, probating what the jury concluded was a true and correct copy of the will of his father, Henry Brown (“Henry“), deceased. We determine whether (1) legally sufficient evidence supported the jury‘s award of attorney‘s fees to appellee Lucy Traylor (“Traylor“), who was appointed administrator of Henry‘s estate; (2) the trial court erred in refusing a jury instruction stating that a testator must publish the will to the subscribing witnesses; (3) George waived all but one of his legal-sufficiency challenges; (4) the evidence was factually sufficient to support various express and implicit jury findings; and (5) we have jurisdiction over George‘s appellate complaints concerning a post-judgment order appointing a substitute administrator when no appeal was perfected from that order. We affirm the judgment in part, reverse it in part with respect to the award of attorney‘s fees, and remand the cause for a determination of matters relating to attorney‘s fees.
Background
George was Henry‘s son. Traylor was a long-time friend of Henry and his wife. Henry died on April 15, 2001 at the age of 81. On June 20, 2001, George filed an application to determine heirship, alleging that Henry had died intestate. In response, on October 11, 2001, Traylor filed an opposition to George‘s application, and she simultaneously moved the trial court
The jury found that (1) Henry had testamentary capacity on March 13, 1999; (2) Henry signed the March 13, 1999 will; (3) Melva Collins (“Collins“),1 Wanda Walker (“Wanda“),2 Darryl Keith Walker (“Darryl“),3 and Yancy each “subscribed his or her name in his or her own handwriting to the [March 13, 1999 will] while in the presence of Henry Brown at a time when he or she was above the age of 14 years“; (4) the will copy was not forged;4 (5) Henry did not revoke the March 13, 1999 will; (6) the will copy was a true and correct copy of Henry‘s March 13, 1999 will;5 (7) Traylor acted in good faith and with just cause in defending the March 13, 1999 will;6 and (8) Traylor‘s reasonable and necessary attorney‘s fees incurred in trying to probate the will were $20,000. Based on the jury‘s findings, the trial court admitted the will copy to probate, rendered a take-nothing judgment on George‘s claims against Traylor and Yancy, appointed Traylor to be dependent administratrix with will annexed of Henry‘s estate, and awarded Traylor $20,000 in attorney‘s fees. George moved for new trial, which was denied by operation of law.
Traylor‘s Attorney‘s Fees
In answering jury question seven, the jury expressly found that Traylor acted in good faith and with just cause in defending the March 13, 1999 will for the purpose of having it admitted to probate. In answering jury question eight, the jury found that that $20,000 would fairly and reasonably compensate her for the necessary legal services rendered in trying to probate the will. The instruction accompanying jury question eight provided that
in ascertaining the reasonable value of services of an attorney, you may take into consideration the time and labor required; the novelty and difficulty of the questions involved, and the skill required to perform the legal services properly; the fee customarily charged in the locality for similar legal services; the amount involved and the results obtained; and the experience, reputation and ability of the lawyer or lawyers performing the services.
See
1. The Law
When any person designated as executor in a will or an alleged will, or as administrator with the will or alleged will annexed, defends it or prosecutes any proceeding in good faith, and with just cause, for the purpose of having the will or alleged will admitted to probate, whether successful or not, he shall be allowed out of the estate his necessary expenses and disbursements, including reasonable attorney‘s fees, in such proceedings.
2. Standards of Review
Addressing George‘s primary argument under issue seven, we review the admission of evidence for abuse of discretion. See In re J.P.B., 180 S.W.3d 570, 575 (Tex. 2005).
George‘s alternative argument under issue seven requires us to conduct a legal-sufficiency review, in which “we must view the evidence in a light that tends to support the finding of disputed fact and disregard all evidence and inferences to the contrary.” Wal-Mart Stores, Inc. v. Miller, 102 S.W.3d 706, 709 (Tex. 2003). However, “[t]he final test for legal sufficiency must always be whether the evidence at trial would enable reasonable and fair-minded people to reach the verdict under review. . . . [L]egal-sufficiency review in the proper light must credit favorable evidence if reasonable jurors could, and disregard contrary evidence unless reasonable jurors could not.” City of Keller v. Wilson, 168 S.W.3d 802, 827 (Tex. 2005).
The jury is the sole judge of witnesses’ credibility, and it may choose to believe one witness over another; a reviewing court may not impose its own opinion to the contrary. Id. at 819. Because it is the jury‘s province to resolve conflicting evidence, we must assume that jurors resolved all conflicts in accordance
When, as here, an appellant attacks the legal sufficiency of an adverse finding on an issue for which he did not have the burden of proof, the appellant must demonstrate that there is no evidence to support the adverse finding. Croucher v. Croucher, 660 S.W.2d 55, 58 (Tex. 1983). Such a no-evidence challenge will be sustained when “(a) there is a complete absence of evidence of a vital fact, (b) the court is barred by rules of law or of evidence from giving weight to the only evidence offered to prove a vital fact, (c) the evidence offered to prove a vital fact is no more than a mere scintilla, or (d) the evidence conclusively establishes the opposite of the vital fact.” King Ranch, Inc. v. Chapman, 118 S.W.3d 742, 751 (Tex. 2003) (quoting Merrell Dow Pharms., Inc. v. Havner, 953 S.W.2d 706, 711 (Tex. 1997)).
3. Admission of the Fee Statements
George objected to only exhibit 10, not to exhibit 14. He thus waived his challenge to the admission of exhibit 14.8 See
4. Sufficiency of the Evidence
We need not consider whether exhibit 10 was improperly admitted for lack of expert predicate because, even if it was not, there would still be no evidence of the necessity for, or the reasonableness of, Traylor‘s attorney‘s fees. Traylor testified as follows:
Traylor‘s counsel: Now, when you came to my office, you asked me to help you in this matter; is that correct?
Traylor: Right.
Traylor‘s counsel: And did you need a lawyer to represent you at that time?
Traylor: Yes.
Traylor‘s counsel: And I agreed to represent you; is that correct?
Traylor: Right.
Traylor‘s counsel: And you agreed to hire me as your attorney?
Traylor: Right.
Traylor‘s counsel: And you agreed to pay me $175 an hour?
Traylor: I sure did.
Traylor‘s counsel: Now, my fees charged to you were reasonable and necessary? My fees—
George‘s counsel: Objection, calls for expert testimony. She‘s not qualified as an expert to testify to that.9
Traylor‘s counsel: I think she can say whether they‘re reasonable or necessary.
Court: I think it would go to the weight of her testimony. So, she can answer, if you like.
Traylor‘s counsel: You didn‘t ask—did you have anyone else to file a lawsuit and file a motion for probate to protect your interests?
Traylor: No.
Traylor‘s counsel: Could you have done it yourself? Could you have done it yourself?
Traylor: No.
Traylor‘s counsel: So, my working for you was necessary, was it not? You needed me to work for you?
Traylor: Right.
Traylor‘s counsel soon thereafter offered exhibit 10:
Traylor‘s counsel: At this time, Judge, I would offer Traylor No. 10, which is my fee statement. And I will also advise the Court that that‘s not a complete fee statement. It does not include trial dates, and the trial and does not include work that was done in the latter part of August, 2004.
George‘s counsel: Well, this document is hearsay. We, also, object under Rule 701 and 702 because it calls for expert opinion testimony. There‘s been no expert to get up on the witness stand to testify that their attorney‘s fees are reasonable and necessary. And this is all hearsay.
Traylor‘s counsel: Judge, you can take judicial notice of the Court‘s file and judicial notice of attorney‘s fees. If necessary, I can testify.
Court: I think he can testify. So, I will let it in.
The next day, the trial court admitted Traylor exhibit 14, after this discussion:
Court: On your additional attorney‘s fees, I believe you did testify during the trial about your hourly rate and said you didn‘t know the number of hours yet. And I understand you want to supplement to show the number of hours you have?
Traylor‘s counsel: That‘s correct. That‘s Traylor Exhibit No. 14.
Court: It shall be admitted.
The exhibits themselves merely set out what work was done and what was charged; they contain no information concerning the reasonableness and necessity of the fees incurred or charged.
We hold that, even if Exhibit 10 was properly admitted and thus may be considered in our sufficiency review, and even though no objection was made to exhibit 14, Traylor presented no evidence of reasonableness or necessity to support the jury‘s award of $20,000 in attorney‘s fees to Traylor. We measure the sufficiency of the evidence against the charge given because no one objected to it,10 and
Traylor first responds by arguing that “[t]he requirement of necessity of the attorney‘s fees award was presumed under [section] 243 once the jury found that Traylor was acting in good faith and with just cause.”13 (Emphasis added.) The cases that Traylor cites in support do not hold or intimate that such a presumption arises, however. See Russell v. Moeling, 526 S.W.2d 533, 535-36 (Tex. 1975); Huff v. Huff, 132 Tex. 540, 124 S.W.2d 327, 329 (1939). In fact, neither these cases nor the statute‘s plain language supports Traylor‘s position. The Legislature provided that the executor or administrator “shall be allowed . . . his necessary expenses and disbursements, including reasonable attorney‘s fees”14—that is, the Legislature pro-
Traylor next responds that “the [trial] court can take judicial notice of the reasonableness of the [attorney‘s] fees” in this case because
We thus hold that the evidence was legally insufficient to support the jury‘s award of $20,000 in attorney‘s fees to Traylor. However, George preserved this legal-sufficiency challenge in his motions for new trial, rather than in a motion for instructed verdict, a motion for judgment notwithstanding the verdict, an objection to the submission of a jury issue, or a motion to disregard the jury‘s answer on a vital fact issue. Accordingly, George is entitled only to a remand, rather than to a rendition. See Horrocks v. Tex. Dep‘t of Transp., 852 S.W.2d 498, 499 (Tex. 1993).
We sustain the portion of issue seven concerning legal sufficiency of the evidence of the jury‘s award of attorney‘s fees under question eight. We thus need not reach that portion of issue seven concerning the propriety of admitting exhibit 10.
“If the error affects part of, but not all, the matter in controversy and that part is separable without unfairness to the parties, the judgment must be reversed and a new trial ordered only as to the part affected by the error.”
The Validity of the Will and the Propriety of Probating the Will Copy
A. The Will Copy
The March 13, 1999 will consisted of five pages. The first three pages appeared in larger font and named Wanda as executrix of his estate “without bond,” with George as alternate executor. On the will‘s third page appeared the following distributions:
| To Wanda Walker: | 30 percent of my estate |
| To George C. Brown: | 30 percent of my estate |
| To Leonia Simpson: | 20 percent of my estate |
| To James Austin: | 10 percent of my estate |
| To Lucy Traylor: | 10 percent of my estate |
Also on the third page, immediately following the distributions, appeared the following recital:
I herewith affix my signature to this will on this the 13th day of March, 1999, at Houston, Texas, in the presence of the following witnesses, who witnessed and subscribed this will at my request and in my presence.
[notary seal of Pamela Yancy]
No signature appeared on page three, however. Rather, on page four, in smaller and different typesetting, appeared the following:
STATE of Texas
COUNTY of Harris
Before me, the undersigned authority authorized to take acknowledgments and administer oaths, personally appeared Henry J.16 Brown 17
Henry Brown
Henry Brown
who after being having [sic] duly sworn or affirmed to tell the truth, stated:
- That Henry J. Brown declared this instrument to be his last will and testament to the witnesses.
- That Henry J. Brown signed this instrument in their presence.
- That the witnesses signed as witnesses in the presence of Henry J. Brown and each other.
- That Henry J. Brown is well known to the witnesses, and the witnesses believe Henry J. Brown to be of lawful age, of sound mind and under no undue influence or constraint.
Pamela A. Yancy
Officer
Title of Officer: Notary
My Commission Expires: 01-29-2002
[notary seal of Pamela Yancy]
The fifth and final page of the will copy, which appeared in the same font as that on page four, read as follows:
ATTESTATION CLAUSE
On the date above written, Henry J. Brown, well known tо us, declared to us, and in our presence, that this instru-
ment, consisting of 518 pages, is his last will and testament, and Henry J. Brown then signed this instrument in our presence, and at Henry J. Brown‘s request we now sign this will as witnesses in each other‘s presence. Further that Henry J. Brown, appeared to us to be of sound mind and lawful age, and under no undue influence.
Witness:
Melva L. Collins
Address: [address indicated]
Witness:
Wanda Walker
Address: [address indicated]
Witness:
Darryl K. Walker
Address: [address indicated]
[notary seal of Pamela Yancy]
B. The Law
“Every person who meets the requirements prescribed in Section 57 of the Probate Code ‘shall have the right and power to make a last will and testament, under the rules and limitations prescribed by law.‘” Estate of Morris, 577 S.W.2d 748, 756 (Tex. Civ. App.—Amarillo 1979, writ ref‘d n.r.e.) (quoting
To be valid, every will must, with exceptions inapplicable here,
- be in writing and signed by the testator in person or by another person for him by his direction and in his presence and
- if not wholly in the testator‘s handwriting, be attested by two or more credible witnesses above the age of 14 years, who must subscribe their names thereto in their own handwriting and in the testator‘s presence.
Because the will copy did not contain a self-proving affidavit,20 Traylor, as the will‘s proponent, had to prove the following:
that the testator, at the time of executing the will, was at least eighteen years of age . . . and was of sound mind; and - that the testator executed the will with the formalities and solemnities and under the circumstances required by law to make it a valid will; and
- [t]hat such will was not revoked by the testator.
Because she sought to probate a copy of a March 13, 1999 will, rather than the original will, Traylor also had to “proceed under section 85 of the Probate Code, which provides the requirements for proving a ‘written will not produced in court.‘” Garton v. Rockett, 190 S.W.3d 139, 145 (Tex. App.—Houston [1st Dist.] 2005, no pet.) (quoting
A written will which cannot be produced in court shall be proved in the same manner as provided in [Probate Code section 84] for an attested written will or an holographic will, as the case may be, and the same amount and character of testimony shall be required to prove such will as is required to prove a written will produced in court. . . .
the cause of [the written will‘s] non-production . . . be proved, and such cause must be sufficient to satisfy the court that it cannot by any reasonable diligence be produced, and the contents of such will must be substantially proved by the testimony of a credible witness who has read it or heard it read.
C. The Charge
In issue one, George argues that the trial court erred in “failing to submit a proper jury question on the attestation requirement.”
”
In pertinent part, the jury charge and verdict read:
QUESTION NO. 3
Do you find from a preponderance of the evidence that the individual or individuals named below subscribed his or her name in his or her own handwriting to the purported will dated March 13, 1999 while in the presence of Henry Brown at a time when he or she was above the age of 14 years?
INSTRUCTION
One requirement of a valid typewritten will is that the witnesses sign in the actual presence or conscious presence of the testator. Conscious presence means that Henry Brown was able to see the witnesses to the will from his actuаl position at the time, or at most, from such position as slightly altered, where he has the power readily to make the alteration without assistance. There is no requirement that the witness know that he or she is signing a will.
Answer: Yes or No
Melva L. Collins Answer: Yes Wanda Walker Answer: Yes Darryl K. Walker Answer: Yes Pamela A. Yancy Answer: Yes
(Emphasis added.)
George proposed the following jury question, which the trial court rejected in writing:
QUESTION 1:
Do you find that Henry Brown executed the purported will dated March 13, 1999 with all the formalities to make it a lawful and valid will?
You are instructed that all of the formalities required by law to make a valid will are as follows:
- The will must be in writing;
- The testator must be 18 years or older;
- The testator must personally sign the will;
- The will must be attested by two or more credible and disinterested witnesses above the age of 14 years who each subscribe their names to the will in their own handwriting.
“Attested” means that the testator acknowledged to the witnesses that it was his will and the witness [sic] signed it at the request of the testator, and in the presence of the testator.
“Disinterested” means that a person that [sic] does not stand to benefit from probate of the instrument as a will.
Answer “Yes” or “No”
Answer: ___________
(Emphasis added.)
George argues that his proffered charge was correct because Texas law requires publication by the testator, that is, that the testator have told the witnesses that the document that they are signing is his will. In rejecting George‘s charge and charging the jury as it did (“There is no requirement that the witness know that he or she is signing a will.“), the trial court implicitly rejected George‘s statement of Texas law.
The Probate Code does not expressly provide that the testator publish to the subscribing witnesses that the document that they are witnessing is his will. See
“Publication,” in relation to the making of wills, is the act of declaring or making known to the witnesses that the testator understands and intends the instrument subscribed by him to be his last will and testament. Publication of a will, or the calling the attention of the witnesses to the will, by the testator, that the instrument which they are requested to attest is his will, is not a prerequisite to its legality unless required by statute.
. . . .
Generally, it is not essential to the validity of a will that it should be read over to the witnesses thereto, nor that they should know its contents. Nor is it necessary, in jurisdictions where publication is not required, that at the time they signed as witnessеs they knew that the instrument was the testator‘s will.
In this state, the law, [Probate Code section 59‘s predecessor],21 . . . does not require the publication of a will, nor does it require that the testator inform the attesting witnesses that the instrument to be attested is his will. . . . Under our statute, to hold that because the testator did not tell an attesting witness that the instrument he was signing was the testator‘s will rendered the will illegal would be to read into the statute a prerequisite to the validity of the will that the Legislature did not include. It would be to superadd a condition or requirement not expressed in the law. . . . As we have stated above, under the statute of Texas, publication of the will or knowledge of the attesting witness that the instrument signed by him was a will are not required.
Id. (citations omitted).
In contrast, in Keding v. Kveton, issued by our predecessor Court in 1923, we sustained on rehearing the appellants’ contention that
while it is shown that the two persons whose names appear on the will as witnesses did, in fact, subscribe their names to the instrument, they did not attest the same, as required by [the predecessor to Probate Code section 59]22 as being the will of John Kveton, that is, there was no proof that they or either of them saw John Kveton sign said instrument, or that he told them that it was his will, or that any one else told them in the presence and hearing of John Kveton that it was his will.
Id., 254 S.W. 612, 614 (Tex. Civ. App.—Galveston 1923, no writ) (op. on reh‘g) (emphasis added).23 Having sustained this contention, the Keding Court reversed the
In this connection, attention is directed to Keding v. Kveton . . . , a case in which lack of knowledge on the part of the witnesses appeared in the facts, but in which the decision of the court was apparently based on the failure to prove that the signature of the testator was his, in view of the fact that the will was not signed by him in the presence of the witnesses. In this case it appeared that the two persons whose names were on the will as witnesses did, in fact, subscribe their names to the instrument, but there was no proof that they or either of them saw the testator sign the instrument or that he told them that it was his will, or that anyone else told them in the presence and hearing of the testator that it was his will, and one of the witnesses testified that after he had signed the paper he had said to the other witness that it was the first paper he had ever signed without knowing what it was. Holding that the will was not properly executed, the court stated that there was no evidence showing either that the testator signed the paper offered for probate, or that his signature was attested by two witnesses as required by law.
Wade R. Habeeb, L.L.B., Annotation, Wills: Necessity that Attesting Witness Realize Instrument Was Intended as Will, 71 A.L.R.3d 877, 894 n. 14 (1976) [hereinafter “Habeeb“]. Thus, the Keding Court‘s holding may be read simply as having been that the will could not be proved because the witnesses could not attest that the testator had signed the document that the witnesses signed. See Keding, 254 S.W. at 614 (op. on reh‘g) (explaining, “Having finally reached the conclusion that there was no evidence that John Kveton signed the paper offered for probate, or that his signature was attested by two witnesses as required by law, we grant the motion for rehearing. . . .“).
However, another commentator, while agreeing that Keding “may be explained as a holding that the witnesses could not attest . . . to . . . the execution of the will because they did not see the testator sign and did not see a signature, and the testator did not acknowledge in their presence that he had signed,” has also recognized that “[t]he emphasis laid upon the testimony that the witnesses were not told by the testator, or in his presence, that the instrument was a will, is significant.” See 9 GERRY BEYER, TEXAS PRACTICE: TEXAS LAW OF WILLS, § 18.19 (2002) [hereinafter “Beyer“]; see also Kveton v. Keding, 286 S.W.
publication had been made. See id., 381 S.W.2d 329, 329-30 (Tex. Civ. App.—Houston 1964, writ ref‘d n.r.e.). However, we expressly indicated that it was “unnecessary to determine [in that case] whether publication is necessary under the Probate Code of Texas“; accordingly, we did not reach the issue. Id. at 330. In none of the other cases on which George relies did the court directly address the issue, and at least two of the opinions neither discussed publication nor used that term. See In re Estate of Hutchins, 829 S.W.2d 295, 299 (Tex. App.—Corpus Christi 1992) (noting only that attestation clause recited that publication had occurred and not discussing issue), writ denied sub nom. Triestman v. Kilgore, 838 S.W.2d 547 (Tex. 1992); Mossler v. Johnson, 565 S.W.2d 952, 957 (Tex. Civ. App.—Houston [1st Dist.] 1978, writ ref‘d n.r.e.) (not using term publication and not discussing issue); In re Estate of Page, 544 S.W.2d 757, 760 (Tex. Civ. App.—Corpus Christi 1976, writ ref‘d n.r.e.) (merely using term once; publication not an issue); Ludwick v. Fowler, 193 S.W.2d 692, 694-95 (Tex. App.—Dallas 1946, writ ref‘d n.r.e.) (not discussing issue, but instead merely noting that testatrix‘s attorney had asked witness to sign will; issue was whether evidence showed that testatrix had signed will).
We agree with the Davis court‘s holding that publication of the actual contents of a will is not required and, thus, that a witness need not know that he or she is signing a will; we interpret Keding as holding merely that the witnesses could not attest to the testator‘s execution of the document that they signed; and we disavow any reading of Keding that implies that the Probate Code requires actual publication of a will‘s contents or, for that reason, that the witnesses know that they are signing a will. There is simply no such requirement in the plain language of Probate Code section 59. See
We overrule issue one.
D. Legal-Sufficiency Challenges
In issue two, George argues that the evidence is legally insufficient to show
“‘No evidence’ points may be raised by either (1) a motion for instructed verdict, (2) a motion for judgment notwithstanding the verdict, (3) an objection to the submission of the issue to the jury, (4) a motion to disregard the jury‘s answer to a vital fact issue or (5) a motion for new trial.” Cecil v. Smith, 804 S.W.2d 509, 510-11 (Tex. 1991). With the one exception noted above concerning attorney‘s fees, George did none of these things fоr any legal-sufficiency challenge that he raises on appeal. We thus hold that George waived all legal-sufficiency challenges but that concerned with Traylor‘s attorney‘s fees. See id.
Accordingly, we overrule issues two and five in their entirety.
E. Factual-Sufficiency Challenges
In issue three, George argues that the evidence is factually insufficient to show that the will copy was executed with all of the formalities and solemnities required to make it a valid will. In issue six, George argues that the evidence is factually insufficient both to establish the cause of the non-production of the original will and to establish that the will was not revoked. In issue four, George asserts that the evidence is factually insufficient to support the jury‘s negative finding on his forgery cause of action.
1. Standards of Review
In reviewing a factual-sufficiency challenge to a jury finding on an issue on which the appellant did not have the burden of proof, we consider and weigh all of the evidence and set aside the verdict only if the evidence that supports the jury finding is so weak as to make the verdict clearly wrong and manifestly unjust. Cain v. Bain, 709 S.W.2d 175, 176 (Tex. 1986); Bay, Inc. v. Ramos, 139 S.W.3d 322, 329 (Tex. App.—San Antonio 2004, pet. denied). In reviewing a factual-sufficiency challenge to a jury finding on an issue on which the appellant had the burden of proof, the appellant must show that “the adverse finding is against the great weight and preponderance of the
evidence.” Dow Chem. Co. v. Francis, 46 S.W.3d 237, 242 (Tex. 2001).In either type of factual-sufficiency challenge, we must examine both the evidence supporting and that contrary to the judgment. See id.; Plas-Tex, Inc. v. U.S. Steel Corp., 772 S.W.2d 442, 445 (Tex. 1989). Additionally, the jury is the sole judge of witnesses’ credibility, and it may choose to believe one witness over another; a reviewing court may not impose its own opinion to the contrary. See Golden Eagle Archery, Inc. v. Jackson, 116 S.W.3d 757, 761 (Tex. 2003).
2. Requirements of Valid Will
The jury expressly found that Henry had testamentary capacity when he executed the March 13, 1999 will, that he signed the will, that four witnesses above the age of 14 signed the will in Henry‘s presence, and that the will copy was a true and correct copy of the March 13, 1999 will. In issue three, George argues that the evidence is factually insufficient to show that the March 13, 1999 will was executed with the formalities and solemnities required to make it valid because (1) the signature on the will was not Henry‘s; (2) Wanda was an incompetent witness because she was a devisee; (3) Darryl was an incompetent witness because “he admitted in his [much later] application for appointment as administrator that he is an ‘interested person‘“; (4) Henry did not publish the will because he never declared to anyone on March 13 that thе will was his, he did not request that anyone sign it as a witness, and no one (allegedly including Henry) read the will or knew its contents; (5) the will‘s fourth page was not a part of the will; and (6) “[t]he contents of what Henry . . . knowingly and voluntarily executed, if anything, are unknown” because “suspicious circumstances abound.”
a. Execution
Because we must examine both the evidence supporting and that contrary to the judgment in our factual-sufficiency review,25 we begin with the evidence supporting the verdict. When viewed in the light most favorable to the verdict, the following evidence supports the jury‘s implicit finding that the March 13, 1999 will was validly executed. Yancy testified that Henry signed the will while Wanda and Darryl were at his home, that Henry sat at his table while the witnesses signed the will, that each of the witnesses walked up while Henry was sitting at the table and signed his or her name to the will in Henry‘s presence, and that the witnesses were over 14 years of age. See
In support of his factual-sufficiency challenge, George relies on the following evidence that does not support the jury‘s verdict: there was evidence that the signature on the will copy did not look like Henry‘s, that he had not physically been able to sign his name since before 1999, and that his hands were stiff as boards. We hold that this evidence does not render the evidence supporting the complained-of findings so weak as to be clearly wrong or manifestly unjust. See Cain, 709 S.W.2d at 176.
b. Henry‘s Knowledge of the Will‘s Contents
We begin our factual-sufficiency review with the following evidence, which supports an implicit finding that Henry knew the will‘s contents before he signed it.26 See Plas-Tex, Inc., 772 S.W.2d at 445. Yancy testified that she crossed out the “J.” in Henry‘s name and changed the page number while Henry was sitting at the table and before he or the witnesses signed the will, from which can reasonably be inferred that Henry saw those changes being made. Yancy also testified that Henry had asked her to draft the will in 1999 and generally told her what substantive provisions he wanted in it; that the only article that she changed after Henry‘s initial review of the draft will, and at his direction, was clause IV, which concerned the care of his wife; that she gave Henry a copy of the final version of the will, with clause IV‘s alteration and consisting of five pages, before the day of the signing; and that he was the one who pointed out to her on the day of the signing that his middle initial was not “J.” This evidence supports that Henry read the will, that the will consisted of five pages when he read it, and that Henry knew its contents.
In support of his factual-sufficiency challenge, George relies on the following evidence that does not support the complained-of finding. First, the will copy‘s last two pages undisputedly differed in font from that of the first three pages, and the last two pages contained no definite references to the preceding three pages. Second, Henry‘s signature or initials did not appear on any page with testamentary dispositions. Third, Yancy‘s testimony about the number of pages in the will that she gave to Henry to review was contradictory. Fourth, the last page of the will copy appears to have the number “5” written over the number “2” in the space
c. Number of Pages
We start our factual-sufficiency review with the following evidence, which supports the jury‘s implicit finding that the March 13, 1999 will consisted of five pages and its express finding that the will copy was a true and correct copy of the will. See Plas-Tex, Inc., 772 S.W.2d at 445. Yancy testified that the will copy, a five-page document that was admitted into evidence, was a correct copy of the actual will that Henry had signed on March 13, 1999. See
George relies on the same evidence, set out in the immediately preceding section, that does not support the jury‘s complained-of finding. We have already discussed why that evidence does not render the evidence supporting the complained-of jury findings so weak as to make them clearly wrong and manifestly unjust. See Cain, 709 S.W.2d at 176.
d. Publication
We also reject George‘s factual-sufficiency challenge based on lack of publication. First, we have already held that Texas law does not require the testator to publish the will to the witnesses. See Davis, 45 S.W.2d at 241. Therefore, it was immaterial that Collins did not read the will, or that Henry did not speak to her about it, before she signed the will. See Leeder, 161 S.W.2d at 1114 (“It is not necessary for the subscribing witnesses to know the contents of the will. He is simply a witness to the signature of the testator.“); Davis, 45 S.W.2d at 241 (“Generally, it is not essential to the validity of a will that it should be read over to the witnesses thereto, nor that they should know its contents.“); Warren v. Ellis, 137 S.W. 1182, 1187 (Tex. Civ. App.—Galveston 1911, no writ) (“The statute does not require that the witness shall sign at the request of the testator, but if that were required we think that it might be inferred” under facts of that case, which indicated an implicit request). Neither was it material that Darryl did not know when he entered Henry‘s house that he was going to sign a will or that he did not know what he signed or on what day he signed it. See Davis, 45 S.W.2d at 241 (“In this state, the law . . . does not require . . . that the testator inform the attesting witnesses that the instrument to be attested is his will. . . . [P]ublication of the will or knowledge of the attesting witness that the instrument signed by him was a will are nоt required.“). Moreover, Darryl testified that, when he went into Henry‘s home, Henry said, “I just need you to come with your mom and sign.” See Davis, 45 S.W.2d at 241.
Second, even if the statute could somehow be read to require that the witnesses know that they are signing a will (i.e., to require publication), the following evidence supports that that requirement
George offers no record references to evidence the contrary, only general statements that “Henry Brown never declared to anybody on that date that the will copy was his will” and that he “did not request that anybody sign the will as an attesting witness.” Collins gave conflicting testimony as to whether she knew that what she signed was a will, but credibility issues are generally for the jury. See Jackson, 116 S.W.3d at 761. Having reviewed the entire record, we cannot say that, even if publication were required, the evidence supporting an implicit finding of publication would have been so weak as to have rendered that implicit finding clearly wrong and manifestly unjust. See Cain, 709 S.W.2d at 176.
e. Witness Credibility
We also reject George‘s factual-sufficiency challenges based on the competency of the subscribing witnesses. A “credible” witness is a competent witness. Triestman, 838 S.W.2d at 547. “A competent witness to a will is one who receives no pecuniary benefit under its terms.” Id. The following evidence supports the jury‘s finding that the will was propеrly witnessed. The jury expressly found that Yancy was a witness. Yancy testified that she signed the will as a notary and that she was a witness and that Henry was of sound mind, knew what he was doing and what he was signing, and knew what his property was and how much he had on the
In contrast, it is undisputed that Wanda was not a credible witness at the time that she signed the will—not for having been named executor,30 but for having been a devisee. See id. However, Wan-
f. Conclusion
We have reviewed the entire record, and we cannot say that the evidence supporting the complained-of jury findings is so weak as to have rendered the complained-of findings clearly wrong and manifestly unjust. See Cain, 709 S.W.2d at 176. As for witness credibility and the weight to be given witnesses’ testimony, these matters were for the jury. See Jackson, 116 S.W.3d at 761.
We overrule issue three in its entirety.
3. Non-Production
In part of issue six, George argues that the evidence is factually insufficient to establish satisfactorily the cause of Traylor‘s non-production of the will.
Because we must examine both the evidence supporting and that contrary to the judgment, our factual-sufficiency analysis
begins with evidence supporting the implicit finding that Traylor satisfactorily demonstrated the reason for her not having produced the original will. See Plas-Tex, Inc., 772 S.W.2d at 445. Yancy testified that she left the original will with Henry on March 13, 1999 and that she did not have access to the original will afterwards. She also testified that she saw the original will on April 16, 2001, after Henry‘s death, in George‘s possession and that that was the first time since March 13, 1999 that she had seen the original will. According to Yancy, the will that George had that day had the original signatures and notary seal. Traylor confirmed that George retrieved the will from Henry‘s house on April 16, 2001. George‘s counsel admitted into evidence an affidavit, by Robert Anderson, attesting that (1) Henry gave him his will, asking Anderson to give the will to George upon Henry‘s death, and (2) Anderson gave the will to George after Henry‘s death. Traylor confirmed Anderson‘s affidavit testimony, based on what Anderson had told her, except adding that Henry gave Anderson the will in an envelope. George also admitted that he was the only person who had the keys to Henry‘s house and to the burglar bars on it and that the burglar bars were locked after Henry died. In fact, George admitted retrieving Henry‘s pre-need funeral plan papers from a box on Henry‘s bedside table soon after Henry‘s death. This evidence supports the implicit finding that
In response, George articulates the following five arguments in support of his factual-sufficiency challenge. First, he argues that the above evidence is factually insufficient because “Yancy failed to articulate any visually identifiable characteristics of the alleged original as the basis for her opinion.” However, Yancy‘s testimony that she observed the original signatures and notary seal on the document that George had on April 16 is some evidence to the contrary. Moreover, whether she was a credible witness on this subject, and what weight to give her testimony, were matters for the jury to resolve and do not make the evidence factually insufficient. See Jackson, 116 S.W.3d at 761.
Second, George argues that “Yancy is incompetent to testify about ink or other markings on paper” and so to testify about whether she saw the original will in George‘s possession on April 16. We seriously doubt that only an expert may testify to the originality of a document when, as here, the lay person who testified to the document‘s originality was the very one who created the document and observed its signing. Nonetheless, even if George were correct, he does not direct us to any place in the record that he objected to Yancy‘s testimony on the basis that only expert testimony could prove originality; accordingly, his challenge is waived. See
Third, George argues that Anderson‘s affidavit testimony that Henry gave him a “will” is “an unsubstantiated legal conclusion that Anderson himself contradicted when he told Traylor that he did not know what was in the envelope” that Henry had given him. Whether Anderson knew that the document that Henry gave him was a will was a contradicted factual matter—Anderson‘s affidavit showed an understanding that the document was a will, while Traylor‘s testimony relating what Anderson had told her indicated that Anderson did not know that—for the jury to resolve. See Jackson, 116 S.W.3d at 761.
Fourth, George argues that Traylor judicially admitted that “George Brown never possessed an original of the will copy” because she testified that George‘s Exhibit eight, which was undisputedly a copy of the will, was what George had had in his possession on April 16, 2001. However, “‘[a] judicial admission must be a clear, deliberate, and unequivocal statement‘. . . .” Horizon/CMS Healthcare Corp. v. Auld, 34 S.W.3d 887, 905 (Tex. 2000) (quoting Regency Advantage Ltd. P‘ship v. Bingo Idea-Watauga, Inc., 936 S.W.2d 275, 278 (Tex. 1996)). Traylor‘s was not such a statement. She testified:
Q: Do you recognize [George‘s Exhibit eight]?
A: Yes.
Q: When was the first time you saw it?
A: At George‘s—at Henry Brown‘s house. . . .
Q: Are you sure this is what you saw?
A: Right.
Q: With the little brown stain on it?
A: Yes.
Q: Does this look like an original to you?
A: Right.
Fifth, George argues that the evidence is factually insufficient because (1) Yancy‘s testimony was contradictory and speculative and (2) Anderson‘s affidavit testimony was incredulous and based on surmise and conjecture. The jury was entitled to determine the weight to give the conflicting testimony and to determine which witnesses were credible. See Jackson, 116 S.W.3d at 761. The jury‘s resolution of those issues does not, on this record, make the evidence supporting the complained-of jury findings so weak as to render those findings clearly wrong and manifestly unjust. See Cain, 709 S.W.2d at 176.
We have reviewed the entire record in the light required for a factual-sufficiency review, and we conclude that the evidence supporting the complained-of implicit finding is not so weak as to render that finding clearly wrong and manifestly unjust. See id. We thus hold that the evidence is factually sufficient to establish satisfactorily the cause of Traylor‘s non-production of the March 13, 1999 will. See
We overrule this portion of issue six.
4. Non-Revocation
The jury expressly found that Henry did not revoke the March 13, 1999 will. In the remainder of issue six, George argues that the evidence was factually insufficient to support the jury‘s express finding that Henry did not revoke the March 13, 1999 will. Because we must examine both the evidence supporting and that contrary to the judgment, we begin with the evidence supporting the judgment. See Plas-Tex, Inc., 772 S.W.2d at 445. Yancy testified that, to her knowledge, Henry never revoked the March 13, 1999 will by tearing or destroying it after its execution. See In re Estate of Capps, 154 S.W.3d 242, 245 (Tex. App.—Texarkana 2005, no pet.) (“The testimony of a witness that, to her knowledge or belief, the testator did not revoke the will has been held sufficient evidence of nonrevocation to support probate of the will.“). Traylor opined that she did not feel that Henry would ever change the March 13, 1999 will because “usually whatever Mr. Brown said, Mr. Brown did.” Moreover, Yancy testified that she saw the original will in George‘s possession within days of Henry‘s death, and Anderson‘s affidavit and Traylor‘s testimony indicated that Anderson gave the will to George—all of which testimony supports the jury‘s finding that Henry did not destroy the March 13, 1999 will and that, instead, George destroyed it. See
George first responds that Traylor “failed to trace an original of the will copy to the hands of any other person” besides Henry, with whom she left it on March 13, 1999. However, the evidence was disputed as to whether the original will was last in the hands of George. The evidence supporting that George last possessed the original will was not so weak as to make the jury‘s finding clearly wrong or manifestly unjust. George next argues that “there are no circumstances contrary to the presumption of revocation in this case.” The immediately preceding paragraph, however, outlines such evidence. Finally, George argues that Traylor‘s and Yancy‘s testimony that they did not forge the will “is self-serving, and of ‘no material significance,’ in rebutting the presumption that the will copy was revoked.” Even if George were somehow correct that Yancy‘s and Traylor‘s denial of forgery was incompetent evidence, Yancy also testified that she saw the original will in George‘s hands within days of Henry‘s death, and Anderson averred that Henry had given him the will to give to George and that Anderson gave the will to George. Although George controverted that evidence in various ways, the resolution of that evidentiary conflict involved, in large part, a determination of witness credibility, which was the jury‘s province. See Jackson, 116 S.W.3d at 761.
George also relies on the following evidence or arguments: (1) Henry tried to execute a different will on his deathbed; (2) Henry did not mention the March 13, 1999 will to anyone but Yancy;32 and (3) Yancy‘s, Anderson‘s, and Traylor‘s testimony was contradictory or incredible. These matters of witness credibility were properly left to the jury. See id. Moreover, we have reviewed the entire record in the light required for a factual-sufficiency review, and we cannot say, even in light of the evidence on which George relies, that the evidence supporting the complained-of jury finding is so weak as to render that finding clearly wrong and manifestly unjust. See Cain, 709 S.W.2d at 176. We thus hold that the evidence is factually sufficient to support the jury‘s finding that the March 13, 1999 will was not revoked. See
We overrule the remainder of issue six.
5. Forgery
The jury expressly found that the will copy was not forged. In issue four, George asserts that the evidence is factually insuffiсient to support the jury‘s negative finding on his forgery cause of action. Because we must examine both the evidence supporting and that contrary to the judgment, we begin with the evidence supporting the judgment. See Plas-Tex, Inc., 772 S.W.2d at 445. Yancy denied having forged Henry‘s name on the March 13, 1999 will. This testimony, as well as the evidence outlined in our earlier discussions, supports the jury‘s finding that the March 13, 1999 will was not forged.
George relies on the following to show that the jury‘s adverse finding on forgery was against the great weight and preponderance of the evidence. First, he argues that “the lack of evidence that anybody ever made a copy it [sic] indicates that somebody forged the will copy, especially in this case where Henry Brown depended so heavily on others for assistance.” However, both parties introduced a copy of the document that Traylor alleged to be the March 13, 1999 will, and the jury found
We have reviewed the entire record in the light required for a factual-sufficiency review, and we cannot say that the jury‘s negative finding on forgery is against the great weight and preponderance of the evidence. See Francis, 46 S.W.3d at 242. We thus hold that the evidence is factually sufficient to support the jury‘s finding that the March 13, 1999 will was not fоrged.
We overrule issue four.
Appointment of Substitute Dependent Administrator
On February 25, 2005, just over two months after the final judgment from which George appealed, the trial court granted Darryl‘s application to remove Traylor as dependent administrator of Henry‘s estate and to appoint himself in her place. In issue eight, George argues that the trial court erred in appointing Darryl as dependent administrator.
We lack jurisdiction over this challenge. George filed his notice of appeal on October 12, 2004 from the original final judgment, and his supplemental notice of appeal on December 2, 2004 from the amended final judgment. Assuming that the complained-of order appointing Darryl as successor dependent administrator is appealable,33 the record contains no notice of appeal from it. We have no subject-matter jurisdiction, in this appeal, to consider a totally independent, appealable order from which no appeal has been perfected. See
Conclusion
We reverse that portion of the judgment of the trial court that awarded attorney‘s fees to Traylor. We affirm the judgment in all other respects. We remand the cause for the consideration of the amount of reasonable and necessary attorney‘s fees that Traylor incurred in pursuing the probate of the March 13, 1999 will.34 See
George‘s motion to supplement his brief with an additional issue is denied.35 His accompanying motion to take judicial notice is denied as moot.
SUPPLEMENTAL OPINION ON REHEARING
TIM TAFT, Justice.
On April 27, 2006, the Court issued its opinion and judgment, which affirmed the lower-court judgment in part, reversed it in part with respect to the award of attorney‘s fees, and remanded the cause for a determination of certain matters relating to attorney‘s fees. Appellant, George C. Brown (“George“), has moved for rehearing and for en banc reconsideration. The panel denies the motion for rehearing. Furthermore, a majority of the justices of this Court deny the motion for en banc reconsideration. The panel‘s April 27, 2006 opinion and judgment remain unchanged by this supplemental opinion, which we issue to address very briefly the opinion dissenting from the denial of en banc reconsideration.
With the exception of the dissenting justice‘s arguments relating to the publication of a will, virtually all of the dissenting justice‘s arguments fall into one of the following categories: (1) unassigned, non-fundamental error—raised neither in appellant‘s opening brief, in his untimely reply brief,1 or in his motions for rehearing or for en banc reconsideration—which we are prohibited from considering;2 (2) non-fundamental-error challenges that were
Justice KEYES, dissenting from denial of en banc reconsideration.
EVELYN V. KEYES, Justice, dissenting from denial of en banc reconsideration.
This is a classic example of the adage that bad cases make bad law. Appellant, George C. Brown (“George“) appeals from a judgment, rendered upon a jury verdict, admitting to probate what the jury concluded was a true and correct copy of a valid will executed by his father, Henry Brown (“Henry“) on March 13, 1999 (the 1999 Will Copy). Because I believe the case was tried under an incorrect charge and the result is an appellate opinion that misconstrues and gravely weakens the statutory protections against the probate of fraudulent wills, I respectfully dissent from denial of en banc review.1
The panel holds that the law as stated in the charge was correct and that appellant waived his right to legal review of the evidence in support of the judgment. Thus, finding that the evidence presented to the jury was factually sufficient to support the jury‘s findings, it affirms the judgment holding the 1999 Will valid and ordering it probated. I would hold that (1) the trial court erred in rejecting a jury question and instruction that correctly stated the law regarding attestation of a will and in submitting a legally improper instruction to the jury and (2) that the improper jury question and instructions resulted in an erroneous judgment holding that the 1999 Will was executed with all the formalities and solemnities and under the circumstances to make it a valid will. I would reverse and remand the case for further proceedings in accordance with this opinion.
THE FACTS
Henry Brown was an elderly and ill man in 1999 and had not signed his own docu-
The undisputed evidence establishes that Pamela Yancy—a notary public and not a lawyer—drafted all pages of the 1999 Will, notarized all the signatures, and made the 1999 Will Copy offered for probate. Yancy also signed the 1999 Will she had drafted as a subscribing witness, signing on a separate page on which two signatures by Henry appear, and was the only subscribing witness who also signed the testamentary pages, which Henry did not sign. Yancy is the daughter of appellee Lucy Traylor, a non-relative of Henry and a substantial legatee under the 1999 Will, who offered the 1999 Will Copy for probate.
The other subscribing witnesses—Melva Collins, Wanda Walker, and Darryl Walker—signed another separate page styled an “attestation clause” at Yancy‘s request. That page was unattached to the other pages of the 1999 Will Copy offered for probate, was in a different font from the testamentary pages, and contained interlineations and strike-outs regarding which no one but Yancy testified. The “attestation clause” stated:
On the date above written, Henry J. [stricken] Brown, well known to us declared to us, and in our presence, that this instrument,
consisting of [interlineated ‘5pg‘] pages, is his last will and testament, and Henry [‘J.’ stricken] Brown, then signed this instrument in our presence, and at Henry [‘J.’ stricken] Brown‘s request we now sign this will as witnesses in each other‘s presence. Further that Henry [‘J.’ stricken] Brown, appeared to us to be of sound mind and lawful age, and under no undue influence.2
The “attestation clause” was not a self-proving affidavit, as the evidence established and the panel found; and thus the validity of the 1999 Will had to be proved by testimony at trial. See
Yancy, the drafter of the 1999 Will, was the only witness who testified to having any knowledge of the contents of the 1999 Will. She was also the only witness who testified to the circumstances under which the 1999 Will was prepared, and she alone explained the different fonts, unattached and unnumbered pages, strike-outs, and interlineations in the 1999 Will Copy submitted for probate. She was also the only witness who testified to seeing Henry Brown execute the 1999 Will and the only subscribing witness who testified that he knew its contents. Other than Yancy‘s testimony, there is no evidence that the unnumbered testamentary pages, the separate page with Henry‘s two signatures and Yancy‘s signature, and the separate “attestation clause” with the signatures of Melva Collins and Wanda and Darryl Walker—were ever attached to each other or formed part of the same instrument. There is no evidence from anyone but Yancy that the original of the 1999 Will Copy offered for probate was in the room or even in existence when Collins and Wanda and Darryl Walker signed the separate attestation clause.
On direct examination, Yancy testified that Henry signed the 1999 Will; that Darryl and Wanda Walker and Melva Collins were all present when he signed; and that all witnesses signed their names in his presence and in her notary log. She also testified that Henry did not discuss anything about the 1999 Will with her on March 13, 1999, the date the other subscribing witnesses signed the attestation
Two other subscribing witnesses, Melva Collins and Darryl Walker, also testified at trial. Wanda Walker, Henry‘s sister and the other subscribing witness, had passed away before Henry.
Collins testified by deposition read in open court that she knew she was signing a will only because Yancy picked her up, told her they were going to lunch and a movie, and asked her “would I go with her and to get something notarized—to get a will notarized or something. I can‘t remember the wording. You know, I just don‘t remember.” She signed something “at Mr. Brown‘s house.” There was a lot of paperwоrk on the table, but “I don‘t know. I don‘t know the full details of what—what was here.” She was “just like sitting on the sideline. I don‘t know what was really going on.” She did not remember “what words were said about nothing.”
Collins testified that the “guy” sitting at the table “was an older man, I think.” Something was wrong with him, and “[h]e just looked sickly to me.” This was the first time she had seen Henry Brown, and she did not recall whether he said anything to her. He was talking with Yancy, but Collins had “no idea what was said with him or her.” Yancy—not Henry—asked her to be a witness to “something” and, “I didn‘t read it. I just signed it. I said okay, fine.” Collins insisted, “I don‘t think she—I signed any—any legal documentation. I didn‘t. It was—it was like a memorandum of her personal whatever. It was not anything legal that I signed.” Finally, Collins testified that she did not see Henry with a pen in his hand, and she did not know who either Wanda Walker or Darryl Walker was on the date she signed the attestation clause.
Darryl Walker, the remaining witness to the 1999 Will, was Henry‘s nephew and Wanda‘s son. He was not a named legatee in the 1999 Will, but he inherited his deceased mother‘s portion at Henry‘s death. Darryl testified that his mother woke him up to go over to his uncle‘s house, saying Henry wanted to talk to him, but she did not say why. Henry said to him, “‘Hey, there Yogi. Hey, you know, what‘s going on? I just need you to come with mom and sign.’ Didn‘t know what it was.” His mother signed, and then he did. Yancy was there, and Darryl handed her his ID before he signed her notary log. Darryl did not hear Henry “say anything about who he left what.” He signed and left. He did not know who Melva Collins was. He saw only Henry, Traylor, his mother, and maybe James Anderson at the house. Contrary to Yancy, Darryl testified that he was in Henry‘s house only between two and five minutes. He signed because his mother asked him to, and he then left and went to the car. Darryl testified, “What should I sit up and talk with them, drink with them, party with them? It‘s grown
On re-cross-examination, after the other witnesses had testified, Yancy agreed that, of the witnesses who attested to what occurred on March 13, 1999, she was the only one who saw Henry Brown sign the will and that Darryl and Melva “didn‘t see Henry Brown signing anything.”
THE CHARGE
In his first issue, appellant argues that the trial court erred in “failing to submit a proper jury question on the attestation requirement.”
In pertinent part, the jury charge and verdict read:
QUESTION NO. 3
Do you find from a preponderance of the evidence that the individual or individuals named below subscribed his or her name in his or her own handwriting to the purported will dated March 13, 1999 while in the presence of Henry Brown at a time when he or she was above the age of 14 years?
INSTRUCTION
One requirement of a valid typewritten will is that the witnesses sign in the actual presence or conscious presence of the testator. Conscious presence means that Henry Brown was able to see the witnesses to the will from his actual position at the time, or at most, from such position as slightly altered, where he has the power readily to make the alteration without assistance. There is no requirement that the witness know that he or she is signing a will.
Answer: Yes or No
Melva L. Collins Answer: Yes Wanda Walker Answer: Yes Darryl K. Walker Answer: Yes Pamela A. Yancy Answer: Yes (Emphasis added.)
The foregoing question and instructions were the only question and instructions submitted to the jury with respect to whether the 1999 Will was executed with all the solemnities and formalities and under the circumstances required by law to make it valid, other than the question whether Henry executed the 1999 Will, which the jury answered affirmatively.3
Appellant had proposed the following jury question, which the trial court rejected in writing:
QUESTION 1:
Do you find that Henry Brown executed the purported will dated March 13, 1999 with all the formalities to make it a lawful and valid will?
You are instructed that all of the formalities required by law to make a valid will are as follows:
- The will must be in writing;
- The testator must be 18 years or older;
- The testator must personally sign the will;
- The will must be attested by two or more credible and disinterested witnesses above the age of 14 years who each subscribe their names to the will in their own handwriting.
“Attested” means that the testator acknowledged to the witnesses that it was
his will and the witness [sic] signed it at the request of the testator, and in the presence of the testator.
“Disinterested” means that a person that [sic] does not stand to benefit from probate of the instrument as a will.
Answer “Yes” or “No”
Answer:
(Emphasis added.)
Appellant argues that his proffered Jury Question No. 1 and its instructions, which the trial judge rejected, were legally correct; Jury Question No. 3 and its instructions, which were submitted to the jury, were legally incorrect; and the trial court‘s rejection of his jury question and instructions caused the rendition of an improper judgment. I agree.
Standard of Review
If the reviewing court determines that the trial court gave an improper definition, it must then proceed to inquire whether the error was harmless. Allen, 966 S.W.2d at 660; M.N. Dannenbaum, Inc. v. Brummerhop, 840 S.W.2d 624, 631 (Tex. App.—Houston [14th Dist.] 1992, writ denied); see also
Law Governing Proof of Validity of a Will
To admit a will to probate, the trial court must find that it is valid under the Probate Code. Guthrie v. Suiter, 934 S.W.2d 820, 829 (Tex. App.—Houston [1st Dist.] 1996, no writ). “When one meets the legal requirements, properly executes a will and provides for a disposition of his property not violative of public policy, his testamentary disposition should be respected.” Estate of Morris, 577 S.W.2d 748, 756 (Tex. Civ. App.—Amarillo 1979, writ ref‘d n.r.e.). The paramount issue is whether the proposed instrument was executed under the solemnities provided by the Probate Code. See Combs v. Howard, 131 S.W.2d 206, 211 (Tex. Civ. App.—Fort Worth 1939, no writ).
The sections of the
Section 57 of the Probate Code provides that “[e]very person who has attained the age of eighteen years . . . at the time the will is made, being of sound mind, shall have the right and power to make a last will and testament, under the rules and limitations prescribed by law.”
Section 59(a) of the Code sets out the general requisites of a will. It provides:
(a) Every last will and testament, except where otherwise provided by law, shall be in writing and signed by the testator in person or by another person for him by his direction and in his presence, and shall, if not wholly in the handwriting of the testator, be attested by two or more credible witnesses above the age of fourteen years who shall subscribe their names thereto in their own handwriting in the presence of the testator.
Id. § 59(a) (emphasis added).
Subsection 59(a) also provides that a will may be self-proving, i.e., established as valid without the necessity of primary evidence from the witnesses or secondary evidence, if certain specific statutory criteria are met:
Such a will or testament may, at the time of its execution or at any subsequent date during the lifetime of the testator аnd the witnesses, be made self-proved, and the testimony of the witnesses in the probate thereof may be made unnecessary, by the affidavits of the testator and the attesting witnesses, made before an officer authorized to administer oaths under the laws of this State. Provided that nothing shall require an affidavit or certificate of any testator or testatrix as a prerequisite to self-proof of a will or testament other than the certificate set out below. The affidavits shall be evidenced by a certificate, with official seal affixed, of such officer attached or annexed to such will or testament in form and contents substantially as follows:
. . . .
Before me, the undersigned authority, on this day personally appeared [names], known to me to be the testator and the witnesses, respectively, whose names are subscribed to the annexed or foregoing instrument in their respective capacities, and, all of said persons being by me duly sworn, the said [name], testator, declared to me and to the said witnesses in my presence that said instrument is his last will and testament, and that he had willingly made and executed it as his free act and deed; and the said witnesses, each on his oath stated to me, in the presence and hearing of the said testator, that the said
testator had declared to them that said instrument is his last will and testament, and that he executed same as such and wanted each of them to sign it as a witness; and upon their oaths each witness stated further that they did sign the same as witnesses in the presence of the said testator and at his request; that he was at that time eighteen years of age or over (or being under such age, was or had been lawfully married, or was then a member of the armed forces of the United States or of an auxiliary thereof or of the Maritime Service) and was of sound mind; and that each of said witnesses was then at least fourteen years of age.
Id. (emphasis added). Subsection 59(c) adds, “A self-proved will may be admitted to probate without the testimony of any subscribing witness, but otherwise it shall be treated no differently than a will not self-proved.”Id. § 59(c) (Vernon 2003) (emphasis added).
If a written will produced in court is self-proved as provided in section 59 of the Probate Code, “no further proof of its execution with the formalities and solemnities and under the circumstances required to make it a valid will shall be necessary.”
To probate a non-self-proving will, the will‘s proponent must prove
(1) [T]hat the testator, at the time of executing the will, was at least eighteen years of age . . . and was of sound mind; and
(2) [T]hat the testator executed the will with the formalities and solemnities and under the circumstances required by law to make it a valid will; and
(3) That such will was not revoked by the testator.
Id. § 88(b) (Vernon 2003) .
A will copy is proved in the same way as an attested written will, except that, in addition, section 85 of the Probate Code requires that “the cause of its non-production . . . be proved, and such cause must be sufficient to satisfy the court that it cannot by any reasonable diligence be produced, and the contents of such will must be substantially proved by the testimony of a credible witness who has read it or heard it read.”
Regarding the competency of witnesses to attest to the validity of a will, section 61 of the Probate Code provides that a bequest to a subscribing witness is void if that witness‘s testimony is necessary to establish the validity of the will, and that “such witness shall be . . . compelled to appear and give his testimony.”
Finally, section 58b of the Probate Code provides that
(a) A devise or bequest of property in a will is void if the devise or bequest is made to:
(1) an attorney who prepares or supervises the preparation of the will;
(2) a parent, descendant of a parent, or employee of the attorney described by Subdivision (1) of this subsection.
Id. § 58b (Vernon 2003) .
“A witness to a will serves to prove the will was executed with the formalities and solemnities and under the circumstances required to make the will valid.” Estate of Teal, 135 S.W.3d 87, 90 (Tex. App.—Corpus Christi 2002, no pet.). “The witness must testify in court, or by affidavit, that the testator declared that the instrument was his last will and testament, that he had willingly and freely made and executed the instrument, that he was over eighteen years old, and that he was of sound mind and body.” Id. (citing
The terms “competent witness” and “credible witness” are synonymous. Triestman v. Kilgore, 838 S.W.2d 547, 547 (Tex. 1992). A competent witness is one who receives no pecuniary benefit under the terms of the will. Id. A witness interested as taking under a will is not competent to testify to establish it. Id.; see
Misstatements of Law in the Instruction to Jury Question No. 3
Number and Competency of Attesting Witness
The instruction to Jury Question No. 3, unlike the instruction to rejected Jury Question No. 1, failed to inform the jurors that the 1999 Will had to have been proved by “two or more credible witnesses” in order to satisfy the attestation requirements of section 59(a) of the Probate Code. See
“Conscious Presence” of the Testator
The instruction to Jury Question No. 3, also unlike the instruction to rejected Jury Question No. 1, failed to inform the jurors as to the meaning of “attested.” However, it did accurately inform them that “[o]ne requirement of a valid typewritten will is that the witnesses sign in the actual presence or conscious presence of the testator.” See
Even more importantly, the definition of “conscious presence” given the jurors contradicted the law that applies when, as here, a will offered for probate was executed under suspicious circumstances. To establish the validity of a contested will offered for probate under suspicious circumstances, the person offering the will must prove by “clear proof” that the testator understood the contents of the proffered document. This rule was established over a century ago by the Texas Supreme Court in Kelly v. Settegast, which stated:
This case comes before us surrounded with facts which call for clear proof that Kelly knew the contents of the paper offered for probate. The deceased was in poor health. He was surrounded by those who take benefit under it. It is not shown that he gave any instructions in regard to a will. It was written by one who was deeply interested in having such a will made. The making of it was kept secret from his only living child, though she seems to have been in the same house. One taking under it, in part, at least, suggested who should be present at its execution; and it is unnatural, in that it denies to those most nearly related to the deceased any part of his estate, and was executed by one not in possession of means within himself to ascertain its contents.
. . . [T]he law does not presume fraud; but when circumstances throw suspicion on a paper offered for probate it does require clear proof.
68 Tex. 13, 2 S.W. 870, 873 (Tex. 1887) (emphasis added); see also Boyd v. Frost Nat‘l Bank, 145 Tex. 206, 196 S.W.2d 497, 507 (Tex. 1946); Wilson v. Paulus, 30 S.W.2d 573, 577 (Tex. Civ. App.—Galveston 1930, writ ref‘d) (when will written by beneficiary ignores testator‘s relatives and testator could not ascertain contents by inspection, it should be shown testator understood contents; mere proof of execution does not entitle paper to probate).
The instant case clearly falls under the rule in Kelly, because the circumstancеs under which the 1999 Will was purportedly executed are virtually indistinguishable from that case. Yet the instruction to
Attesting Witnesses’ Knowledge
The instruction to Jury Question No. 3 further stated, in contrast to the instruction to rejected Jury Question No. 1, “There is no requirement that the witness know that he or she is signing a will.” This is a critical misstatement of the law.
First, when, as here, a will copy is offered for probate, the Probate Code expressly requires that “the contents of such will must be substantially proved by the testimony of a credible witness who has read it or heard it read,”
In addition, in order to prove the validity of any will under section 59(a) of the Probate Code there must be testimony by
two credible subscribing witnesses, either by self-proving affidavit or in open court, that the testator acknowledged to the witnesses that it was his will and that the witnesses signed it at the request of the testator and in the presence of the testator. See
The only purpose served by such self-proving provisions is to admit a will to probate without the testimony of a subscribing witness. The provision was introduced into the Texas Probate Code in 1955 as an alternative mode of proving a will. It was not the purpose of the Legislature to amend or repeal the requirement that the will itself must meet the requirements of the law. Section 59 expressly states that a self-рroved will, except for the manner of proof, shall be treated no differently than a will which is not self-proved.
Boren, 402 S.W.2d at 729 (citation omitted) (emphasis added).
Contradicting the foregoing express requirements of attestation set out in the Probate Code, the Instruction to Jury Question No. 3 affirmatively
The panel, however, confuses Texas‘s lack of a requirement that attesting witnesses must know the contents of the will they signed when the original will (not a copy) is offered for probate with a purported tenet of Texas law that no witness who testifies to establish the validity of a will copy offered for probate need even know (1) that the piece of paper he signed was attached ever to a will that the testator acknowledged as such or (2) that the will offered for probate as the testator‘s has anything to do with the will the witness purportedly attested. The panel states, “The Probate Code does not expressly provide that the testator publish to the subscribing witnesses that the document that they are witnessing is his will. See
All that is required to prove the validity of a purported will of which a copy is offered for probate—according to the probate law established by this Court—is the testimony of two subscribing witnesses, who need not be legally credible, i.e., who may be self-interested, that they signed a piece of paper they did not read in the presence of the testator without knowing what it was they signed, without knowing whether the testator knew that it was his last will and testament they were signing, without knowing whether the piece of paper they signed was ever attached to a will, and without knowing whether the instrument offered for probate as a copy of the will they purportedly attested actually was a copy of an instrument that they signed or that even existed when they signed a separate “attestation clause.” Nor, in the panel‘s view, does it matter that the only spokesperson for the validity or contents of the photocopied mismatched and interlineated pages offered as a true and correct copy of the will attested by the subscribing witnesses was the subscribing witness who drafted the purported will and whose mother was a non-relative of the testator but a substantial legatee under the will. The other subscribing witnesses may—as they did affirmatively demonstrate under оath that they did not know what they signed and that they could not identify that page as part of a will at all. They may even insist, as Collins did, that they did not sign anything legal.
The panel bases its holding on two mistakes. First, it fails to recognize the distinction between a factually credible witness as determined by a jury and a legally credible, or legally competent, witness under the Probate Code, whose competency to testify is a matter of law for the court. Thus, like the jury in this case, which was not instructed on legal competency, the panel does not evaluate any of the testimony for legal competency, as the Probate Code requires.
Second, the panel mistakenly holds that Texas law does not require “publication,” i.e., “the act of declaring or making known to the witnesses that the testator understands and intends the instrument subscribed by him to be his last will and testament.” Davis v. Davis, 45 S.W.2d 240, 241 (Tex. Civ. App.—Beaumont 1931, no writ). In deciding that Texas law does not require publication, the panel declares that “[o]nly two opinions have addressed whether publication is required, and only one of them has done so clearly“—namely Davis and Keding v. Kveton, 254 S.W. 612, 614 (Tex. Civ. App.—Galveston 1923, no writ) (op. on reh‘g). Both of these cases are intermediate appellate court pre-Code
Publication of a will, or the calling the attention of the witnesses to the will, by the testator, that the instrument which they are requested to attest is his will, is not a prerequisite to its legality unless required by statute.
. . . .
In this state, the law, [Probate Code section 59‘s predecessor], . . . does not require the publication of a will, nor does it require that the testator inform the attesting witnesses that the instrument to be attested is his will. . . . Under our statute, to hold that because the testator did not tell an attesting witness that the instrument he was signing was the testator‘s will rendered the will illegal would be to read into the statute a prerequisite to the validity of the will that the Legislature did not include. It would be to superadd a condition or requirement not expressed in the law. . . . As we have stated above, under the statute of Texas, publication of the will or knowledge of the attesting witness that the instrument signed by him was a will are not required.
Davis, 45 S.W.2d at 241 (citations omitted) (emphasis added).
The problems with the panel‘s reliance on Davis as its admittedly sole clear authority for its interpretation of the Probate Code‘s requirement for attestation of a will are that (1) section 59(a) оf the later-enacted Probate Code does require that the testator tell the attesting witnesses that the instrument he is signing is his will and that he ask the witnesses to sign it as attesting witnesses; (2) when, as here, suspicious circumstances attend the execution of a will offered for probate, Texas law requires “clear proof” that the testator himself understood the contents of the will; (3) section 59(a) expressly requires that a will be proved by two “credible,” i.e., disinterested, witnesses; and (4) section 85 of the Probate Code requires that a will copy offered for probate be proved by the testimony of at least one “credible,” i.e., disinterested, witness who has read the contents of the will or has had it read to him. See
Texas law does not require that attesting witnesses know the contents of a will when the original, and not a copy, is offered for probate; but the notion that they need not even know that they are signing an instrument that the testator acknowledges as his last will and testament is simply false under section 59 of the Probate Code. And when, as here a will copy is offered for probate, it is equally incorrect to conclude that the copy‘s validity can be established under section 85 of the Code without testimony as to the contents from at least one legally competent witness who has read the original or had it read to him. Much more pertinent to appellate review of this case than the language in Davis upon which the panel relies is Davis‘s recognition that “[a] will must be executed in accordance with the statutory requirements, or otherwise it is entirely void.” Davis, 45 S.W.2d at 241.
Conclusion
Here, the instruction for Jury Question No. 3 failed to instruct the jury on which evidence to credit, i.e., legally “credible and disinterested” witnesses, or legally competent witnesses; it failed to instruct the jury on the number of such credible and disinterested witnesses required to prove up a contested will; it affirmatively misstated the law by misdefining the “conscious presence” of the testator, rather than informing the jurors that the person presenting a contested will for probate executed under suspicious circumstances must clearly prove by competent evidence that the testator understood the contents of the will; and it affirmatively misstated the law by instructing the jurors incorrectly that none of the subscribing witnesses needed to know that they were signing a will, thus, a fortiori, that none of them needed to have read the will or have had it read to them, even though only a copy of a purported will was offered for probate.
By contrast, the instruction to rejected Jury Question No. 1 correctly informed the jurors that they must find that the 1999 Will was “attested” by “two or more credible and disinterested witnesses.” It correctly defined “disinterested” as meaning “a person that does not stand to benefit from probate of the instrument as a will,” and it correctly defined “attested” as requiring that the testator have “acknowledged to the witnesses that it was his will” and that the witness have “signed it at the request of the testator, and in the presence of the testator.”
Since Jury Question No. 3 misstated the law and rejected Jury Question No. 1 correctly set out the requirements for attestation of a will, I would hold that the trial court erred in submitting Jury Question No. 3 and its instruction to the jury instead of Jury Question No. 1 and its instruction. I would determine, therefore, whether the error was harmful, i.e., whether it probably caused the rendition of an improper judgment. See Shupe, 192 S.W.3d at 579.
Harmfulness of the Error
In reviewing a factual-sufficiency challenge to a jury finding on an issue on which the appellant did not have the burden of proof, we consider and weigh all of the evidence and set aside the verdict only if the evidence that supports the jury finding is so weak as to make the verdict clearly wrong and manifestly unjust. Cain v. Bain, 709 S.W.2d 175, 176 (Tex. 1986); Bay, Inc. v. Ramos, 139 S.W.3d 322, 329 (Tex. App.—San Antonio 2004, pet. denied).
A ‘no evidence,’ or legal insufficiency, point of error is a question of law that challenges the legal sufficiency of the evidence to support a particular fact finding. County of El Paso v. Dorado, 180 S.W.3d 854, 862 (Tex. App.—El Paso 2005, pet. denied). Because ‘no evidence’ points are questions of law, they are reviewed de novo. State Department of Highways & Pub. Transp. v. Gonzalez, 82 S.W.3d 322, 327 (Tex. 2002).
In conducting a legal-sufficiency review, “we must view the evidence in a light that tends to support the finding of disputed fact and disregard all evidence and inferences to the contrary.” Wal-Mart Stores, Inc. v. Miller, 102 S.W.3d 706, 709 (Tex. 2003). However, “[t]he final test for legal sufficiency must always be whether the evidence at trial would enable reasonable and fair-minded people to reach the verdict under review. . . . [L]egal-sufficiency review in the proper light must credit favorable evidence if reasonable jurors could, and disregard contrary evidence unless reasonable jurors could not.” City of Keller v. Wilson, 168 S.W.3d 802, 827 (Tex. 2005). Thus, a no-evidence challenge will
The evidence upon which the jury relied in determining that the 1999 Will was validly attested was almost entirely legally incompetent testimony, i.e., it was the testimony of a single statutorily incompetent witness, Yancy. When this testimony is disregarded, as it must be, the evidence is factually insufficient to support a finding that the 1999 Will was properly attested, i.e., such a finding is against the great weight and preponderance of the competent evidence; hence the evidence is insufficient to support the trial court‘s judgment that the 1999 Will was valid.
Yancy
Yancy, the drafter of the 1999 Will and the daughter of Traylor, a non-relative beneficiary of the 1999 Will, is not a disinterested and credible witness within the terms of the Probate Code. Section 58b of the Code provides that “[a] devise or bequest of property in a will is void if the devise or bequest is made to . . . a parent . . . of the attorney”5 who prepared or supervised the preparation of the will.”
Yancy was also an incompetent witness under sections 61 and 62 of the Probate Code, which provide that a bequest to a subscribing witness is void if the will cannot be established other than by the testimony of that witness, unless “his testimony proving the will is corroborated by one or more disinterested and credible persons who testify that the testimony of the subscribing witness is true and correct.”
Collins
Collins, who did not take under the 1999 Will, was a disinterested and credible witness. However, her testimony does not support the conclusion that the 1999 Will was valid. Rather, it shows that, the 1999 Will was not executed with the solemnities and formalities and under the circumstances required by law. See
Darryl Walker
Darryl Walker, unlike Collins, is arguably an incompetent witness since he inherited his mother‘s legacy under the 1999 Will, which he did not disclaim. Nevertheless, assuming that Darryl‘s testimony was competent, his testimony, like Collins‘, affirmatively established that the statutory formalities and solemnities requisite to the validity of an attested will were not followed.
Darryl, like Collins, gave no testimony that the piece of paper he signed was part of the purported 1999 Will of which a copy was offered for probate, that Henry signed the 1999 Will, or that the testamentary pages of the 1999 Will were even in the same room or existed when he signed the attestation clause. He did not know the contents of the 1999 Will, and he did not know that Henry knew the contents. Thus, like Collins, Darryl was not able to corroborate the validity of the 1999 Will, as required of an attesting witness.
Counting all the foregoing testimony as disinterested and credible—or even counting the testimony of Yancy alone as disinterested and credible—appellees fell far short of carrying their burden of clearly proving the validity of the 1999 Will Copy offered for probate under the plain language of section 59 of the Probate Code. Therefore, the trial court‘s judgment on the verdict, holding that the 1999 Will was valid and admitting the 1999 Will Copy to probate, was clearly erroneous.
CONCLUSION
I would sustain appellant‘s first issue. I would hold that the trial court erred in rejecting a proper jury question and instructions regarding the proof required by law to establish the validity of a will and in submitting a legally incorrect jury question and instructions, thereby causing the rendition of an improper judgment. Accordingly, I would reverse the judgment of the trial court and remand the cause for further proceedings in accordance with this opinion.
