In In re Est. of Brown, a charity attempted to probate a copy of a lost will. No. 01-19-00953-CV, 2022 Tex. App. LEXIS 9259 (Tex. App.—Houston [1st Dist.] December 20, 2022, no pet. history). The trial court denied the application, and the charity appealed. The court of appeals affirmed. The court first discussed the law regarding lost wills:

A copy of a will may be probated when the original will cannot be found. A party seeking to probate a copy of a will, rather than the original, must prove the will “in the same manner as provided” for an attested written will or holographic will. The “same amount and character of testimony is required to prove the will not produced in court as is required to prove a will produced in court.” The proponent of the will must also prove “the cause of the non[-]production” of the original will in a manner “sufficient to satisfy the court that the will cannot by any reasonable diligence be produced.” The proponent satisfies this burden by showing by a preponderance of the evidence that the original will could not be located after a reasonably diligent search. The proponent need not establish how the original will was lost.

Id. The trial court found that there was not sufficient evidence as to the cause of non-production of the will. The evidence showed as follows:

At the hearing on her application to probate a copy of the October 2009 will, Eriks testified that she did not know whether Brown ever revoked the October 2009 will and she had “no firsthand knowledge” that the original October 2009 will had been accidentally disposed of. Eriks also testified that she did not think that Brown had “any reason” to tear up or dispose of the original October 2009 will, Brown “tended to save every scrap of paper,” and Brown “had a history of hiding.” Significantly though, as to non-production of the original October 2009 will, Eriks testified that she did not search anywhere for Brown’s original October 2009 will, and Eriks did not testify that anyone else searched for Brown’s original October 2009 will.

Id. The court of appeals then ignored statements by an attorney where they were not given under oath:

The Humane Society, in its briefing, points to the statements made during the hearing by Wylie, the attorney who served as Brown’s guardian ad litem and the guardian of Brown’s estate, to assert that “all the evidence demonstrate[d] that the [original October 2009] will could not be found after a diligent search.” …

Significantly, Wylie was not called as a witness at the hearing, not sworn in as a witness, and not subject to cross-examination. She did not offer her comments during the hearing as a witness. An attorney’s unsworn statements are not evidence… We conclude that the Humane Society, on appeal, has failed to show that the evidence establishes, as a matter of law, that the original October 2009 will could not be located after a reasonably diligent search… Thus, we hold that the evidence is legally and factually sufficient to support the trial court’s finding on non-production, and the trial court did not err in denying the application to probate a copy of Brown’s October 2009 will.

Id.

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Photo of David Fowler Johnson David Fowler Johnson

[email protected]
817.420.8223

David maintains an active trial and appellate practice and has consistently worked on financial institution litigation matters throughout his career. David is the primary author of the The Fiduciary Litigator blog, which reports on legal cases and issues impacting the fiduciary…

[email protected]
817.420.8223

David maintains an active trial and appellate practice and has consistently worked on financial institution litigation matters throughout his career. David is the primary author of the The Fiduciary Litigator blog, which reports on legal cases and issues impacting the fiduciary field in Texas. Read More

David’s financial institution experience includes (but is not limited to): breach of contract, foreclosure litigation, lender liability, receivership and injunction remedies upon default, non-recourse and other real estate lending, class action, RICO actions, usury, various tort causes of action, breach of fiduciary duty claims, and preference and other related claims raised by receivers.

David also has experience in estate and trust disputes including will contests, mental competency issues, undue influence, trust modification/clarification, breach of fiduciary duty and related claims, and accountings. David’s recent trial experience includes:

  • Representing a bank in federal class action suit where trust beneficiaries challenged whether the bank was the authorized trustee of over 220 trusts;
  • Representing a bank in state court regarding claims that it mismanaged oil and gas assets;
  • Representing a bank who filed suit in probate court to modify three trusts to remove a charitable beneficiary that had substantially changed operations;
  • Represented an individual executor of an estate against claims raised by a beneficiary for breach of fiduciary duty and an accounting; and
  • Represented an individual trustee against claims raised by a beneficiary for breach of fiduciary duty, mental competence of the settlor, and undue influence.

David is one of twenty attorneys in the state (of the 84,000 licensed) that has the triple Board Certification in Civil Trial Law, Civil Appellate and Personal Injury Trial Law by the Texas Board of Legal Specialization.

Additionally, David is a member of the Civil Trial Law Commission of the Texas Board of Legal Specialization. This commission writes and grades the exam for new applicants for civil trial law certification.

David maintains an active appellate practice, which includes:

  • Appeals from final judgments after pre-trial orders such as summary judgments or after jury trials;
  • Interlocutory appeals dealing with temporary injunctions, arbitration, special appearances, sealing the record, and receiverships;
  • Original proceedings such as seeking and defending against mandamus relief; and
  • Seeking emergency relief staying trial court’s orders pending appeal or mandamus.

For example, David was the lead appellate lawyer in the Texas Supreme Court in In re Weekley Homes, LP, 295 S.W.3d 309 (Tex. 2009). The Court issued a ground-breaking opinion in favor of David’s client regarding the standards that a trial court should follow in ordering the production of computers in discovery.

David previously taught Appellate Advocacy at Texas Wesleyan University School of Law located in Fort Worth. David is licensed and has practiced in the U.S. Supreme Court; the Fifth, Seventh, and Eleventh Federal Circuits; the Federal District Courts for the Northern, Eastern, and Western Districts of Texas; the Texas Supreme Court and various Texas intermediate appellate courts. David also served as an adjunct professor at Baylor University Law School, where he taught products liability and portions of health law. He has authored many legal articles and spoken at numerous legal education courses on both trial and appellate issues. His articles have been cited as authority by the Texas Supreme Court (twice) and the Texas Courts of Appeals located in Waco, Texarkana, Beaumont, Tyler and Houston (Fourteenth District), and a federal district court in Pennsylvania. David’s articles also have been cited by McDonald and Carlson in their Texas Civil Practice treatise, William v. Dorsaneo in the Texas Litigation Guide, and various authors in the Baylor Law ReviewSt. Mary’s Law JournalSouth Texas Law Review and Tennessee Law Review.

Representative Experience

  • Civil Litigation and Appellate Law