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Archer v. Anderson

Opinion Date 2018-06-22
  • Court Line: Supreme Court of Texas
  • Citation: 556 S.W.3d 228
  • Ruling: Affirm
  • Appellate Standard: De novo
  • Probate Court: No
  • Death Date: 2006-04-01
  • Testator Age at Will Signing: 71
  • Will Age by Days: 2647
Details
Contestant(s):
Other Family
Proponent(s):
Executor
  • Testator Divorced or Remarried: Yes
  • Dueling Wills: Yes
  • Testator Male or Female: Male
  • Testator Sophistication Rating: High

  • Prevailing Party in Trial Court: Plaintiff
  • Prevailing Party in COA: Appellant
  • Prevailing Party in Texas Supreme Court: Appellant
  • Attorney Fees Awarded in Trial Court: Denied to Contestant
  • Testamentary or Contractual Capacity Case: Testamentary
  • Will Type or Trust: Non-holographic
  • Estate Value: $ 7500000.
  • Physical Condition: Stroke
  • Developmental Disability: N/A
  • Disorientation as to: Situation
  • Alleged Ailments: Stroke
  • Parallel Cite: 2018 WL 3090810
  • Docket Number: 16–0256

Outcomes
  • Our Summary:

    Texas Supreme Court considered and overruled the creation of a tortious interference with inheritance rights claim. Testator's capacity was discussed, but not a focal point of this opinion. Categorizing this as "Plaintiff / Defendant" since the contestants, who received all that they were entitled to under testator's will / trust plan, sued here under tort theories to recovery settlement funds and attorneys' fees.

Summaries
  • Reversed on Capacity Issue: No
  • Reversed on Undue Influence: No