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Mittelsted v. Meriwether

Opinion Date 2023-02-16
Citation --- S.W.3d ----
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  • Court Line: Houston (14th Dist.)
  • Citation: --- S.W.3d ----
  • Ruling: Affirm
  • Appellate Standard: Sufficiency of the evidence
  • Probate Court: No
  • Death Date: 2019-02-22
  • Testator Age at Will Signing: 63
  • Will Age by Days: 10
Details
  • Dueling Wills: No
  • Executor as Proponent: Yes
  • Caregiver as: Contestant; Proponent; Neither: Proponent
  • Testator Male or Female: Male
  • Testator Sophistication Rating: High
  • Prevailing Party in Trial Court: Contestant
  • Prevailing Party in COA: Appellee
  • Attorney Fees Awarded in Trial Court: N/A
  • Testamentary or Contractual Capacity Case: Testamentary
  • Will Type or Trust: Non-holographic
  • Estate Value: $ 1200000.
  • Doctor Testimony at Trial: Retained expert - Contestant
Outcomes
  • Our Summary:

    Evidence supported finding of incapacity. Expert and lay witnesses testified to testator's severe alcoholism and inability to care for himself.

Summaries
  • English Speaking Testator: Yes
  • Circumstantial Evidence: Circumstantial
  • Reversed on Capacity Issue: No
  • Reversed on Undue Influence: No

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