EVELYN V. KEYES, Justice.
Appellant Ollie L. Evans filed a will contest seeking to set aside the order admitting the December 22, 2006 will of decedent William Vincent Vinson to probate. The trial court directed a verdict in favor of Betty J. Allen, the independent executor of Vinson's estate, on the ground that the statute of limitations barred Evans's will contest. In two issues, Evans contends that (1) the trial court erred in granting the directed verdict on the basis of limitations, and (2) Allen was judicially estopped from seeking to probate the December 22, 2006 will because Allen had previously been appointed Vinson's permanent guardian
We affirm.
William Vinson executed a self-proving will on March 1, 2006 (the "First Will").
Due to Vinson's continuing severe health problems, Aisha, Ollie, and Allen, who is Ollie's sister, initiated guardianship proceedings. On September 27, 2006, the Probate Court Number 4 of Harris County issued an order appointing Allen as the permanent guardian of Vinson's person and estate. The order stated that the court found, by clear and convincing evidence, that Vinson was "an incapacitated person." The order also recited that the court found, by a preponderance of the evidence, that Vinson "lacks the capacity to do some, but not all, of the tasks necessary to care for himself or to manage his property." Although the order again stated that Vinson "lacks the capacity to do some, but not all tasks as more specifically set out below," it did not specify which tasks Vinson lacked the capacity to undertake.
On December 22, 2006, while he was still under guardianship, Vinson executed a second self-proving will (the "Second Will"), which revoked the First Will. The Second Will contained specific gifts to Tijuana Campbell, Vinson's great-granddaughter, Allen, and Shatara Allen, Allen's daughter. Vinson devised the remainder of his estate to Allen and Shatara in equal shares. This will also included the following clause:
This will named Allen as the independent executor of Vinson's estate.
Vinson died on January 18, 2007, and Allen filed an application to probate the Second Will and to issue letters testamentary. On February 28, 2007, the Probate Court Number 1 of Harris County signed an order admitting the Second Will to probate and authorizing the issuance of letters testamentary to Allen. Allen subsequently qualified as independent executor.
On July 2, 2009, more than two years after the trial court admitted the Second Will to probate, Evans filed an application to probate the First Will and a will contest seeking to set aside the order admitting the Second Will to probate. Evans alleged that the Second Will should be set aside "because it was fraudulently obtained and/or forged" and because Vinson lacked testamentary capacity to execute a will on December 22, 2006, due to the ongoing guardianship. Evans further alleged that she timely filed the contest because the statute of limitations did not begin running until December 15, 2007, the date she alleged that Allen served her with an original petition to recover estate assets. She contended that this date was the first time she learned (1) that the Second Will existed,
In response to Evans's will contest, Allen asserted the affirmative defense of limitations and argued that the contest was untimely because it was not filed within the two-year statute of limitations pursuant to Probate Code section 93, which generally requires will contests to be brought within two years of the date the will is admitted to probate. Allen additionally argued that Evans alleged no factual basis to support the application of the fraud or forgery exceptions to the general statute of limitations.
On July 14, 2010, the trial court held a brief pretrial conference with the parties. When discussing why the trial court denied Evans's previously filed motion for summary judgment, the court stated that it could not reach the issue of Vinson's testamentary capacity to execute the Second Will because the statute of limitations had expired and the only exceptions were for forgery or fraud and "there is no discovery rule for testamentary capacity." The court also expressed its opinion that Evans could not utilize the discovery rule because she had constructive notice that the Second Will had been admitted to probate, and, thus, the statute of limitations began running on that date.
The trial court held a bench trial on July 19, 2010. The court granted a directed verdict in favor of Allen, concluding that the discovery rule does not apply to questions of testamentary capacity and, therefore, the statute of limitations bars her will contest. The court allowed Evans's counsel to make a bill of exceptions, during which he called Evans, Allen, and Allen's attorney to testify. Evans testified that she did not know that the Second Will existed until Allen served her with a petition claiming that Evans owed money to Vinson's estate. Allen testified that she was Vinson's guardian, that she had participated in the guardianship proceedings, that she never asked the probate court to restore Vinson's capacity before he died, and that Vinson's capacity had not been restored by the court at the time he executed the Second Will. Allen's attorney also testified that no court proceedings restoring Vinson's capacity ever occurred.
The trial court subsequently signed a final judgment denying Evans's will contest and ordering that Evans take nothing. At Evans's request, the trial court then issued the following findings of fact:
The court also issued the following conclusions of law:
(Citations omitted.) This appeal followed.
When reviewing the grant of a directed verdict, we follow the usual standard for assessing the legal sufficiency of the evidence. See Hunter v. PriceKubecka, PLLC, 339 S.W.3d 795, 802 (Tex.App.-Dallas 2011, no pet.) (citing City of Keller v. Wilson, 168 S.W.3d 802, 821-28 (Tex. 2005)). We examine the evidence in the light most favorable to the party against whom the verdict was directed, and we determine whether there is any evidence of probative value to raise a material fact issue on the question presented. See Bostrom Seating, Inc. v. Crane Carrier Co., 140 S.W.3d 681, 684 (Tex.2004). We credit favorable evidence if reasonable jurors could and disregard contrary evidence unless reasonable jurors could not. See Hunter, 339 S.W.3d at 802 (citing City of Keller, 168 S.W.3d at 827). A directed verdict in favor of the defendant is proper when "a plaintiff fails to present evidence raising a fact issue essential to the plaintiff's right of recovery" or when the "plaintiff admits or the evidence conclusively establishes a defense to the plaintiff's cause of action." Prudential Ins. Co. of Am. v. Fin. Review Servs., Inc., 29 S.W.3d 74, 77 (Tex.2000); see also B & W Supply, Inc. v. Beckman, 305 S.W.3d 10, 21 (Tex. App.-Houston [1st Dist.] 2009, pet. denied) ("A directed verdict is warranted when the evidence is such that no other verdict can be rendered and the moving party is entitled, as a matter of law, to judgment.") (quoting Byrd v. Delasancha, 195 S.W.3d 834, 836 (Tex.App.-Dallas 2006, no pet.)).
We may affirm a directed verdict "even if the trial court's rationale for granting the directed verdict is erroneous, provided the directed verdict can be supported on another basis." Hunter, 339 S.W.3d at 802 (citing Exxon Corp. v. Breezevale Ltd., 82 S.W.3d 429, 443 (Tex. App.-Dallas 2002, pet. denied)); see also Cox v. S. Garrett, L.L.C., 245 S.W.3d 574, 578 (Tex.App.-Houston [1st Dist.] 2007, no pet.) ("We can consider any reason why the directed verdict should have been granted, even if not stated in the party's motion.").
In her first issue, Evans contends that the trial court erred in directing a verdict in favor of Allen on the basis of limitations because (1) Evans lacked constructive notice
Probate Code section 93 provides:
TEX. PROB.CODE ANN. § 93 (Vernon 2003); see also Stovall v. Mohler, 100 S.W.3d 424, 427 (Tex.App.-San Antonio 2002, pet. denied) ("[Section 93] applies to those cases where an earlier will is sought to be probated over later wills."). The Probate Code further defines "interested person" as "heirs, devisees, spouses, creditors, or any others having a property right in, or claim against, the estate being administered." Id. § 3(r) (Vernon Supp.2010).
A "person interested in the estate" is "one who has a legally ascertained pecuniary interest, real or prospective, absolute or contingent, which will be impaired, benefitted, or in some manner materially affected by the probate of the will." Abbott v. Foy, 662 S.W.2d 629, 631 (Tex. App.-Houston [14th Dist.] 1983, writ ref'd n.r.e.) (holding, in contest of will already admitted to probate, that appellant, as beneficiary under prior will, was person interested in estate because if probated will was void for undue influence or lack of testamentary capacity and prior will was last valid will, appellant, "as [a] beneficiary, has a pecuniary interest in the estate"). In a contest of a will already admitted to probate in which the contestant claims that an earlier will is the last valid will, a beneficiary under the prior will qualifies as a person interested in the estate and thus has standing to maintain the will contest. See In re Estate of Redus, 321 S.W.3d 160, 162-63 (Tex.App.-Eastland 2010, no pet.) ("If the 2005 will is Redus's last valid will, [the contestant of the later will and the beneficiary under the prior will] has a pecuniary interest in the estate."). "To show an interest in an estate by reason of a prior will, .... it is necessary that the contestant show that he was named as a beneficiary in a testamentary instrument executed with the formalities required by law, that is, a will." Hamilton v. Gregory, 482 S.W.2d 287, 289 (Tex.Civ.App.-Houston [1st Dist.] 1972, orig. proceeding).
Evans contends that she was interested in the First Will because she was a beneficiary under that will, but that she was not interested in the Second Will, in which she was not named as a beneficiary, because she was not necessarily one of Vinson's heirs at law. The inquiry here is not whether the contestant has an interest in a particular will; rather, the inquiry is whether the contestant has an interest in the decedent's estate. It is undisputed that the First Will named Evans as a beneficiary and the Second Will did not. Thus, in this attack upon the Second Will, if the trial court had reached the issue of testamentary capacity and found that Vinson lacked testamentary capacity at the time he executed the Second Will and that the First Will was Vinson's last valid will, then Evans, as a beneficiary under the First Will, would have a pecuniary interest in Vinson's estate. See Estate of Redus, 321 S.W.3d at 163; Abbott, 662 S.W.2d at 631.
We therefore conclude that Evans qualifies as a person interested in Vinson's
Evans further contends, in her first issue, that the discovery rule applies to the issue of testamentary capacity and thus operates to delay the beginning of the limitations period until she actually learned of the existence of the Second Will. Allen contends that, as a person interested in Vinson's estate, Evans was charged with constructive notice of the Second Will and its contents and, therefore, the statute of limitations began running on the date the Second Will was admitted to probate. We agree with Allen.
Generally, Texas courts have refused to apply the discovery rule to claims arising out of probate proceedings, even in cases involving allegations of fraud.
We therefore conclude that because Evans, a person interested in Vinson's estate, was charged with constructive notice of the Second Will, the statute of limitations began to run on the date the court admitted the Second Will to probate. We hold that the trial court correctly granted a directed verdict in favor of Allen on the basis of limitations.
We overrule Evans's first issue.
In her second issue, Evans contends that Allen is judicially estopped from seeking to probate the Second Will because Allen had previously admitted, in Vinson's guardianship proceedings, that he was totally incapacitated and thus lacked testamentary capacity to execute the Second Will. Allen contends that the application of judicial estoppel is inappropriate because the standards for incapacity and the standards for testamentary capacity are different, and, thus, she did not assert inconsistent positions in the two proceedings. We agree with Allen.
Judicial estoppel "precludes a party from adopting a position inconsistent with one that it maintained successfully in
Before appointing a guardian, the court must find by clear and convincing evidence that the proposed ward is an incapacitated person. TEX. PROB.CODE ANN. § 684(a)(1) (Vernon 2003). An "incapacitated person" is defined as "an adult individual who, because of a physical or mental condition, is substantially unable to provide food, clothing, or shelter for himself or herself, to care for the individual's own physical health, or to manage the individual's own financial affairs." Id. § 601(14)(B) (Vernon Supp.2010). The court must also find, by a preponderance of the evidence, that "the proposed ward is totally without capacity as provided by this code to care for himself or herself and to manage the individual's property, or the proposed ward lacks the capacity to do some, but not all, of the tasks necessary to care for himself or herself or to manage the individual's property." Id. § 684(b)(4).
A testator has testamentary capacity if he has "sufficient mental ability, at the time the will is executed, to understand the business in which the [testator] is engaged (the making of the will); the effect of [his] act in making the will; and the general nature and extent of [his] property." In re Estate of Robinson, 140 S.W.3d 782, 793 (Tex.App.-Corpus Christi 2004, pet. denied); In re Neville, 67 S.W.3d 522, 524 (Tex.App.-Texarkana 2002, no pet.). The testator must also "know [his] next of kin and the natural objects of [his] bounty, and have had sufficient memory to collect in [his] mind the elements of the business to be transacted, to hold those elements long enough to perceive their obvious relation to each other, and to form a reasonable judgment about them." Estate of Robinson, 140 S.W.3d at 793.
The proper focus is whether the testator had testamentary capacity on the day that the will was executed. Id. (citing In re Estate of Graham, 69 S.W.3d 598, 606 (Tex.App.-Corpus Christi 2001, no pet.)). We may look to the testator's state of mind at other times "if these times tend to show [his] state of mind on the day the will was executed." Id. (citing Bracewell v. Bracewell, 20 S.W.3d 14, 22 (Tex.App.-Houston [14th Dist.] 2000, no pet.)); see also In re Estate of Trawick, 170 S.W.3d 871, 877 (Tex.App.-Texarkana 2005, no pet.) ("When there is an absence of any direct testimony of acts, demeanor, or condition indicating that the testator lacked testamentary capacity on the date the will was executed, the testator's mental condition on that date may be determined from lay opinion testimony based on the witnesses' observations of the testator's conduct either prior or subsequent to the execution."). We consider this evidence "if it demonstrates that a condition affecting the individual's testamentary capacity was persistent and likely present at the time the will was executed." Bracewell, 20 S.W.3d at 22 (quoting Horton v. Horton, 965 S.W.2d 78, 85 (Tex.App.-Fort Worth 1998, no pet.)).
Texas courts have held that a testator under a guardianship is "not necessarily
50 S.W.2d at 359; cf. Stephen v. Coleman, 533 S.W.2d 444, 447 (Tex.Civ.App.-Fort Worth 1976, writ ref'd n.r.e.) ("Therefore, there was no adjudication that the testator was incompetent on the date that the will was signed. It follows then that there was no presumption that the testator did not have testamentary capacity on the date he signed the will.").
Thus, although the fact that a testator was under a guardianship at the time that he executed a will creates a presumption that he lacked testamentary capacity, that presumption is not conclusive and may be rebutted with evidence that the testator had testamentary capacity on the day that he executed the will. See Clement, 50 S.W.2d at 359; Stephen, 533 S.W.2d at 447 (noting that if testator had been adjudicated incompetent before will was executed, there is presumption of no testamentary capacity); see also Bolton v. Stewart, 191 S.W.2d 798, 802 (Tex.Civ. App.-Fort Worth 1945, no writ) ("We also believe that the prima facie evidence of insanity at all times subsequent to the adjudication is subject to rebuttal by competent proof...."). A guardianship determination is relevant to the question of testamentary capacity, but it does not follow that a testator automatically lacks testamentary capacity after a court places the testator under a guardianship.
Here, the earlier probate court found on September 27, 2006, that Vinson was an incapacitated person and required a guardian of the person and of the estate. In making this determination, the court ruled that Vinson "lacks the capacity to do some, but not all, of the tasks necessary to care for himself or to manage his property." The order creating the guardianship and appointing Allen as Vinson's guardian does not specify which tasks Vinson lacked the capacity to perform. In making this determination, the court did not find that Vinson was "totally incapacitated."
We overrule Evans's second issue.
We affirm the judgment of the trial court.