Walker v. Irby
Walker v. Irby
Opinion of the Court
This is the second appeal in this case; the disposition of the former appeal appearing in 193 S. W. 419, under the style of Clark et al. v. Briley. On the trial from which the former appeal was prosecuted, Mrs. Briley, one of the devisees, was the proponent of the will of her father, Dr. G. B. Walker. The probate of the will was contested by his two daughters, Mrs. Mattie Clark and Mrs. Emma Irby. After the first trial of the ease, and pending the first ap>-peal, Mrs. Clark died. Before the case was called for trial the last time, Mrs. Briley and Mrs. Irby, joined by their respective husbands, entered into the following written agreement:
“The State of Texas, County of Parker.
“Know all men by these presents that we, Mrs. Etta Briley, and Mrs. Emma Irby, do hereby make and execute this agreement of settlement and compromise of the estate of our father, Dr. G. B. Walker, deceased:
“We agree that it matters not how the proceeding to probate the will of Dr. G. B. AValker is decided; that we will share equally in the estate, taking into consideration the amount of money that Mrs. Emma Irby has received from her father for her interest in her mother’s estate, and the amount of costs which have been paid by Mrs. Etta Briley, and the amount of rent that Mrs. Etta Briley has collected off of the 160 acres devised to her by her father, less the amount of the improvements placed by her on the 160 acres; and it is further agreed that we will take such proceedings in court as is best to effectuate this agreement.”
Mrs. Irby then filed an amended contest, in which she alleged that all the provisions of the will, except that portion devising 160 acres of land to Mrs. Briley, was procured by undue influence exercised by Lee Walker upon the testator, and she specially pleaded that such portions of the will so induced were null and void by reason of such influence, although in her prayer she formally asked for an annulment of the entire will. She further expressly alleged that the devise to Mrs. Briley probably expressed the voluntary wish *332 of her father by reason, of certain facts enumerated.
When the agreement between Mrs. Briley, and Mrs. Irby became known, Lee Walker intervened, pleading that agreement as a collusive agreement to have the will probated in part and annulled in part, praying for a probate of the will in its entirety, and denying all the allegations of undue influence contained in the pleadings.
In reply to the plea of intervention, the proponent, Mrs. Briley, alleged that the devise to her could be separated from that in favor of Lee Walker, and that the same was not induced by undue influence exercised over the testator by any person, but was valid in every respect, and substantially that such portions of the will as devised property to her should at all events be probated as the last will and testament of the testator, even though the other portions should be held void for the reasons alleged in contestants’ pleadings.
The will in controversy reads as follows:
“The State of Texas, Parker County.
“Knowing the uncertainty of life and the certainty of death and being desirous to settle my worldly affairs while I have capacity so to do, I, G. B. Walker, make this my last will and testament hereby revoking all former wills.
“Item 1. I will that all my just debts be paid, that my body be given a decent burial.
“Item 2. I devise and will to my son, Lee Walker, 160 acres of land being that portion of the Nancy Millard survey deeded to my wife Rachel E. Walker by Jamos H. Billiard on the 22d of Blarch, 1875, the same recorded in the deed records of Hood county, Book D, page 42, to which reference is made, to be his in fee simple forever.
“Item 3. I will and devise to my daughter Etta Briley 160 acres of land being that portion of the Nancy Blillard survey deeded my wife Rachel E. Walker by John James and wife on Jan. 10th, 1874, which deed is recorded in deed records of Hood county, Texas, Book D. pp. 35-6-7, to which reference is made, to be hors, the said Etta Briley’s, in fee simple forever.
“Item 4. Whereas I have heretofore advanced to my other children moneys more than their inheritable interest in my estate it is my will and I so will and direct that neither they nor their descendants shall have or take any interest in my estate.
“Item 5. I will, devise and bequeath to my son Lee Walker and to my daughter Etta Bri-ley all other real and personal property of every description that I may own at my death, to be owned by them in fee simple, and to be divided between them share and share alike.
“Item 6. I hereby appoint Lee Walker and Etta Briley executors of this my last will and my wish is and I so direct that no bond be required of them and that the courts of the county have nothing to do with my estate except to probate this will and to require my executors to file an inventory and appraisement and list of claims. G. B. Walker.”
Upon the last trial it was adjudged that those provisions of the will, purporting to devise and bequeath land and personal property to Lee Walker and appointing him as one of the executors, be annulled and rejected, and that the will in all other respects be probated as the last will and testament of G. B. Walker, deceased. The rejection of those provisions in the will purporting to devise and bequeath the land mentioned in item 2 and personal property mentioned in item 5 were decreed to be the result of undue influence exercised upon 'the testator by Leo Walker, by reason of which they were null and void, but that all other provisions in the will with' respect to the disposition of the testator’s property were made freely and voluntarily by the testator and should therefore be given effect as bis last will and testament. Testator left no real estate except the two tracts mentioned in the will. From that judgment, Lee Walker has appealed.
The case was tried before a jury, to whom was submitted special issues. Those issues, omitting certain instructions to guide the jury in answering them, and the findings of the jury thereon, are as follows:
“No. 1. Was the instrument, introduced in evidence and referred to as the will of G. B. Walker, made by the said G. B. Walker without any undue influence of Lee Walker being exerted upon him, which operated upon him at the time of and in making said will?
“Answer: No.
“No. 2. Did Lee Walker exert any undue influence over G. B. Walker, which at the time of and in making said will influenced him in making any of the provisions of said will?
“Answer: Yes.
“No. 3. If you have answered issue No. 2 in the affirmative, then did such undue influence of Lee Walker extend to and affect all the provisions of said will?
“Answer: No.
“No. 4. If you have answered issue No. 2 in tho affirmative, and issue No. 3 in the negative, then did such undue influence of Lee Walker extend to and affect the provision of said will in favor of Mrs. Etta Briley?
“Answer: No.”
If, by the agreement between Mrs. Briley and Mrs. Irby, all issues in controversy between all parties to this suit had been settled, then the same could have been pleaded in bar, because the court would not do a useless thing to adjudicate a mooted question only, when there was no real controversy between the parties. But such is not true here. The agreement was a compromise settlement as between Mrs. Briley and Mrs. Ir-by, but it did not cover or purport to embrace a settlement of the rights of property as between Mrs. Irby and Lee Walker. After the agreement was entered into, Mrs. Irby was interested in' setting aside the devise to Lee Walker as well as item 4 of the will, which excluded her from taking any interest in the estate of her father, and which item she also in her pleadings sought to annul. In this connection it may be added that, while item 4 was probated as a part of the testator’s will, and while no complaint is made by Mrs. Irby of that portion of the judgment, yet she did attempt to sustain the contest of that item, as well as the provisions favorable to Lee Walker, by offering evidence which tended to invalidate it. It is to be noted, further, that the agreement does not, in terms, contemplate an abandonment by Mrs. Irby of her right and intention to contest that item.
Moreover, even if item 4 is still effective, Mrs. Irby, under her agreement with her sister, was interested in setting aside two provisions of the will in favor of Lee Walker, since in that event Mrs. Briley would inherit one-half of the property willed to Lee Walker, and that half she would share equally with Mrs. Irby, under the agreement between them. Up to the time that agreement was entered into, Lee Walker had not seen fit to join in the application of Mrs. Briley to have the will probated, although the probating of the same was as much for his benefit as for that of Mrs. Briley. After he discovered that the agreement was entered into, he intervened, asking that the will be probated in all its parts, and resisted the contest, no longer leaving to Mrs. Briley the burden and possible individual expense of her effort to probate the will for his benefit as well as hers. Under such circumstances he was in no position to complain that his rights were sacrificed or in any manner affected by reason of the agreement. The agreement of the two sisters to settle the controversy as between them was to be commended, and Mrs. Irby allowed to proceed with the contest, notwithstanding it, if the same could be done without contravening any principle of law. Stringfellow v. Early, 15 Tex. Civ. App. 597, 40 S. W. 871; Schouler on Wills, Executors and Administrators, § 1072.
Article 3358, V. S. Tex. Civ. Stats., reads as follows:
“When a will has been probated, its provisions and directions shall be executed, unless the same are annulled or suspended by order of the court probating the same in a proceeding instituted for that purpose by some person interested in the estate.”
Article 3359:
“Such proceeding shall be by application in writing, filed with the clerk of the court, setting forth the provisions and directions in the will that are objected to and the ground of objection.”
Article 3360:
“Upon the filing of such application, the clerk shall issue a citation for the executor or administrator with the will annexed to appear at a regular term of such court and answer such application, the substance of which application shall be set forth in the citation; and such citation shall further direct such executor or administrator to refrain from executing the provisions and directions in the will that are objected to, until such application has been heard and decided by the court.”
Article 3361:
“If it appear upon the hearing of such application that no material injury to the interests of the applicant will be occasioned by executing the provisions and directions of the will, and that such provisions and directions are legal, the objections shall be overruled, and the provisions and directions objected to shall be confirmed and executed, and an order * * * shall be entered upon the minutes; otherwise an order shall be entered upon the minutes of the court annulling the provisions and directions in the will to which objections are sustained, or suspending the execution of the same until the further order of the court.”
“Eraud or undue influence in procuring one legacy in a will does not invalidate other legacies not so procured.”
A great number of authorities are cited in support of the text. To the same effect are numerous decisions cited in a note in 41 L. R. A. (N. S.) 1126; also, Harrison’s Appeal, 48 Conn. 202, Eastis v. Montgomery, 93 Ala. 293, 9 South. 311, and several other decisions by the Supreme Court of Alabama which might be cited; also Wills v. Tanner (Ky.) 18 S. W. 166, and 40 Cyc. 1149 and 1233. In fact, we have found no authorities holding a contrary view.
On the former appeal the question whether or not the will could be probated in part and rejected in part was not determined. That issue was not presented by any pleadings of any of the parties in the trial court, nor by any assignment of error presented in this court on that appeal. Nor was there any finding by the jury or trial court which could serve as a basis for its adjudication.
The evidence relied on to show that those items of the will which were favorable to Lee Walker were the result of the exercise by him of undue influence upon his father was practically the same as that introduced upon the former trial, which this court, on the former appeal, held to be sufficient to sustain a finding in favor of the contestant on that issue. We adhere to that conclusion now, and accordingly overrule all assignments based on the contention of insufficiency of evidence to warrant such a finding, or to warrant the submission to the jury of the issue of undue influence.
Proof was introduced that in the year 1903 Lee Walker rendered for taxation 815 acres of land in Parker county, 16 horses, 82 cows, 34 goats, 4 hogs, and several items of farm implements, aggregating in value, according to the rendition, $3,045. Appellant objected to that evidence on the ground that it was prejudicial to him and immaterial. In overruling the objection, the court instructed the jury, in effect, that it was not their province to make a will for the deceased; that he had the legal right to devise his property to any one or more of the children, to the exclusion of any and all others; and that the evidence was admitted solely on the issue of undue influence. That evidence, in connection with other proof tending to show that Mrs. Mattie Olark and Mrs. Irby owned practically no property when the will was executed, and that Mrs. Mattie Olark and two of her brothers had each received less in advancements from their father than Lee Walker had received, was likewise admissible to show an unnatural discrimination in the will in favor of Lee Walker, and it was therefore admissible on the issue of undue influence, just as ruled by the trial court.
All assignments of error are overruled, and the judgment is affirmed.
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