in the Matter of the Estate of Van L. Crapps ( 2022 )


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  •                                Fourth Court of Appeals
    San Antonio, Texas
    MEMORANDUM OPINION
    No. 04-21-00300-CV
    IN THE MATTER OF THE ESTATE OF Van L. CRAPPS, Deceased
    From the County Court at Law, Medina County, Texas
    Trial Court No. 9498
    Honorable Mark Cashion, Judge Presiding
    Opinion by:       Patricia O. Alvarez, Justice
    Sitting:          Patricia O. Alvarez, Justice
    Liza A. Rodriguez, Justice
    Lori I. Valenzuela, Justice
    Delivered and Filed: October 12, 2022
    DISMISSED FOR WANT OF JURISDICTION
    In this appeal from an order admitting a will to probate, the decedent’s son filed a will
    contest. He sought to, inter alia, invalidate the will, disqualify the executors, obtain damages for
    his affirmative claims, and be awarded attorney’s fees.
    The son’s will contest claims may logically be considered part of the phase to admit the
    will, and the trial court has not disposed of all the son’s issues. Thus, the order is interlocutory,
    no statute allows such an appeal, and we must dismiss this appeal for want of jurisdiction.
    BACKGROUND
    Appellant Van Kevin Christensen is the adult son and only child of Van L. Crapps (Slim)
    and Betty Fae, Slim’s first wife. Slim and Betty Fae married in the mid-1950s, but in the early
    04-21-00300-CV
    1970s, they divorced. Slim next married Rosanne; she passed away in 1998. In 1999, Lucille
    became Slim’s third wife. Slim passed away on March 31, 2021.
    A.      Application to Probate Will
    The next day, Lucille, and Slim’s business partner and long-time attorney, Hunter
    Schuehle, filed an application to probate Slim’s February 5, 2019 “Last Will and Testament,”
    which Kevin refers to as the “2019 Instrument.” 1
    Eleven days later, the presiding judge of the Medina County Court at Law signed an order
    admitting the will to probate. The order appointed Lucille and Hunter as independent co-executors
    to serve without bond. It also authorized the issuance of letters testamentary.
    B.      Will Contest
    Three weeks later, Kevin filed a will contest. The will contest included a request to set
    aside the 2019 Instrument, declare it not a valid will, grant injunctive relief, appoint a temporary
    administrator, establish a constructive trust, and other claims. Specifically, Kevin sued Lucille
    and Hunter individually, and in their capacities as independent co-executors of the estate, for undue
    influence, conspiracy, breach of fiduciary duty (to Slim), and fraud. Kevin also sought actual
    damages, exemplary damages, and attorney’s fees.
    C.      Motion for New Trial
    Subsequently, Kevin filed a motion for new trial addressing the trial court’s order admitting
    the will to probate. He argued the 2019 Instrument was not a valid will because it had missing
    pages, and it was procured by fraud and undue influence. He added that Lucille and Hunter were
    unqualified to serve as executors.
    1
    For convenience, we use the terms “Slim’s will” and “the 2019 Instrument.” Neither term is a comment on the
    validity or invalidity of the document.
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    04-21-00300-CV
    After the trial court advised the parties by letter that it would deny Kevin’s motion for new
    trial, Kevin filed a notice of appeal.
    D.      Question of Appellate Jurisdiction
    In his appellate brief, Kevin notes the challenged order may be interlocutory, but he “filed
    his Notice of Appeal out of an abundance of caution.” We ordered Kevin to show cause why this
    appeal should not be dismissed for want of jurisdiction.
    His response cites cases holding that an order determining the validity of a will is a final,
    appealable order. In the alternative, he cites cases where courts determined an order admitting a
    will to probate was not final because it did not dispose of all issues in that discrete phase.
    We begin by reciting the standard of review and applicable law.
    STANDARD OF REVIEW
    “Whether an appellate court has jurisdiction to determine the merits of an appeal is a
    question of law . . . .” In re Guardianship of Jones, 
    629 S.W.3d 921
    , 924 (Tex. 2021) (citing
    Bonsmara Nat. Beef Co., LLC v. Hart of Tex. Cattle Feeders, LLC, 
    603 S.W.3d 385
    , 390 (Tex.
    2020)). We review questions of law de novo. In re Guardianship of Thrash, 
    610 S.W.3d 74
    , 77
    (Tex. App.—San Antonio 2020, pet. denied); see also Estate of Burns, 
    619 S.W.3d 747
    , 750 (Tex.
    App.—San Antonio 2020, pet. denied).
    APPELLATE JURISDICTION
    Typically, unless an interlocutory appeal is authorized by statute, a judgment must be final
    to be appealable. See De Ayala v. Mackie, 
    193 S.W.3d 575
    , 578 (Tex. 2006) (citing Lehmann v.
    Har-Con Corp., 
    39 S.W.3d 191
    , 195 (Tex. 2001)).
    However, “[p]robate proceedings are an exception to the ‘one final judgment’ rule; in such
    cases, ‘multiple judgments final for purposes of appeal can be rendered on certain discrete issues.’”
    
    Id.
     (quoting Lehmann, 39 S.W.3d at 192); In re Guardianship of Thrash, 610 S.W.3d at 77.
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    04-21-00300-CV
    For example, an order admitting a will to probate, appointing an independent executor,
    issuing letters testamentary, and declaring that no other action shall be had in the probate court
    other than the return of an inventory, appraisement, and list of claims ends a discrete phase of the
    probate proceeding and is generally an appealable order. In re Estate of Coleman, 
    360 S.W.3d 606
    , 610 (Tex. App.—El Paso 2011, no pet.) (citing In re Hudson, 
    325 S.W.3d 811
    , 811 (Tex.
    App.—Dallas 2010, orig. proceeding)).
    “If there is an express statute . . . declaring the phase of the probate proceedings to be final
    and appealable, that statute controls.” De Ayala, 193 S.W.3d at 578 (quoting Crowson v.
    Wakeham, 
    897 S.W.2d 779
    , 783 (Tex. 1995)).
    “But where no express statute controls, ‘if there is a proceeding of which the order in
    question may logically be considered a part, but one or more pleadings also part of that proceeding
    raise issues or parties not disposed of, then the probate order is interlocutory.’” In re Guardianship
    of Thrash, 610 S.W.3d at 77 (quoting De Ayala, 193 S.W.3d at 578); cf. Estate of Moreno, No. 04-
    19-00600-CV, 
    2020 WL 3259875
    , at *1 (Tex. App.—San Antonio June 17, 2020, no pet.) (mem.
    op.) (recognizing that “will contest claims may logically be considered a part of the proceeding to
    admit [decedent’s] will and the codicil to probate and to issue letters testamentary”); In re Estate
    of Coleman, 360 S.W.3d at 609 (recognizing that resolving a motion for summary judgment
    against claims in a will contest “may logically be considered part of the proceedings to admit the
    will to probate”).
    DISCUSSION
    We turn now to the parties’ arguments.
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    04-21-00300-CV
    A.     Parties’ Arguments
    Kevin does not argue that any statute makes the trial court’s order appealable. Instead,
    citing Crowson, he argues the trial court’s order admitted the 2019 Instrument to probate, no other
    claims were then pending, and the order is final and appealable. See Crowson, 897 S.W.2d at 783.
    In the alternative, citing Estate of Moreno, he notes his will contest could be considered
    part of the proceeding to probate Slim’s will. See Estate of Moreno, 
    2020 WL 3259875
    , at *1.
    Lucille and Hunter assert that because the trial court admitted the will to probate and denied
    Kevin’s requests to reconsider that ruling, the order terminated a discrete phase of the proceeding,
    and the issue is ripe for appeal.
    B.     No Controlling Statute
    The parties do not argue that any statute makes the trial court’s order appealable, and we
    have found none. We agree that no statute controls. Thus, we must determine whether the trial
    court’s order admitting the will to probate terminated a discrete phase of the proceedings. See De
    Ayala, 193 S.W.3d at 578.
    C.     Kevin’s Will Contest Issues
    After Slim’s will was admitted, Kevin filed his will contest; it seeks the following relief:
    •   set aside the April 12, 2021 order admitting the will to probate;
    •   declare that the 2019 Instrument is not a valid will;
    •   invalidate and void the 2019 Instrument;
    •   find that Lucille and Hunter exercised undue influence over Slim to execute the
    2019 Instrument;
    •   find that Lucille and Hunter breached their fiduciary duties to Slim;
    •   find that Lucille and Hunter conspired to “abuse their positions of trust and in
    breach of their fiduciary duties”;
    •   impose a constructive trust over any assets wrongfully acquired by Lucille or
    Hunter;
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    04-21-00300-CV
    •    find that Lucille and Hunter committed fraud by misleading Slim to execute the
    2019 Instrument;
    •    render judgment for actual damages, exemplary damages, and attorney’s fees;
    •    grant injunctive relief, including a temporary restraining order, temporary
    injunction, and permanent injunction; and
    •    appoint a temporary administrator of the estate.
    Kevin’s will contest issues are logically part of the proceeding to admit Slim’s will to probate. See
    Estate of Moreno, 
    2020 WL 3259875
    , at *1; In re Estate of Coleman, 360 S.W.3d at 609.
    D.     Motion for New Trial
    About eight days after he filed his will contest, Kevin filed a motion for new trial—which
    also challenged aspects of the order admitting the will to probate. Kevin’s motion argued that the
    will was invalid due to missing pages, the will was procured by fraud and undue influence, Lucille
    and Hunter breached their fiduciary duty to Slim, and Lucille and Hunter were unqualified to serve
    as executors.
    The trial court’s order denied Kevin’s motion for new trial, but the order did not address
    all the issues in Kevin’s will contest.
    E.     Unresolved Issues
    We may conclude that the trial court’s order denying the motion for new trial and stating
    that the will was properly admitted to probate implicitly denied Kevin’s claims of will invalidity,
    fraud, undue influence, and breach of fiduciary duty to Slim. Cf. West v. SMG, 
    318 S.W.3d 430
    ,
    436 (Tex. App.—Houston [1st Dist.] 2010, no pet.); Davis Family Blanco Rd. Prop. Tr. v. Canyon
    Creek Estates Homeowners Ass’n, No. 04-09-00007-CV, 
    2009 WL 3382232
    , at *5 (Tex. App.—
    San Antonio Oct. 21, 2009, no pet.) (mem. op.).
    But the order did not expressly rule on Kevin’s claims for a constructive trust, actual
    damages, exemplary damages, attorney’s fees, injunctive relief, and appointment of a temporary
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    04-21-00300-CV
    administrator. We cannot conclude as a matter of law that the trial court’s order implicitly denied
    all this relief. Cf. West, 
    318 S.W.3d at 436
    .
    Further, the record does not contain an order that disposes of these issues. These issues are
    part of the proceeding to admit Slim’s will to probate, and because they remain unresolved, the
    discrete phase of admitting the will to probate is not yet complete. See Estate of Moreno, 
    2020 WL 3259875
    , at *1; In re Estate of Coleman, 360 S.W.3d at 609.
    F.     Distinguishing Other Cases
    Kevin cites Kongs, Sanders, and Hudson for the proposition that “[a]n order determining
    the validity of a will concludes an essential phase in the administration of an estate.” Kongs v.
    Harmon, No. 03-97-00444-CV, 
    1998 WL 394177
    , at *2 (Tex. App.—Austin July 16, 1998, pet.
    denied); see Sanders v. Capitol Area Council, 
    930 S.W.2d 905
    , 909 (Tex. App.—Austin 1996, no
    writ); see also In re Hudson, 
    325 S.W.3d at 811
    . We are not persuaded that these cases apply.
    First, these cases are distinguishable on their facts: the challenged orders in those cases did
    not leave related issues unresolved.
    Second, there is another proposition that Kongs and Sanders both expressly recognize, and
    we conclude it applies here: “[I]f there is a proceeding of which the order in question may logically
    be considered a part, but one or more pleadings also part of that proceeding raise issues or parties
    not disposed of, then the probate order is interlocutory.” Crowson, 897 S.W.2d at 783; see Kongs,
    
    1998 WL 394177
    , at *2 (restating Crowson’s proposition); Sanders, 
    930 S.W.2d at 909
     (same);
    see also De Ayala, 193 S.W.3d at 578 (quoting Crowson’s proposition).
    As we have explained, the record does not show that all of Kevin’s issues that may be
    considered part of the will contest phase of the proceedings have been disposed of. See De Ayala,
    193 S.W.3d at 578; Crowson, 897 S.W.2d at 783.
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    04-21-00300-CV
    CONCLUSION
    Kevin’s will contest claims may logically be considered part of the discrete phase of the
    proceeding to admit the will to probate. But neither the trial court’s order admitting the will to
    probate, nor its order denying the motion for new trial, disposed of all the issues presented in
    Kevin’s will contest. Thus, the trial court’s order admitting the will to probate is interlocutory.
    Because no statute authorizes an interlocutory appeal in these circumstances, we dismiss
    this appeal for want of jurisdiction.
    Patricia O. Alvarez, Justice
    -8-
    

Document Info

Docket Number: 04-21-00300-CV

Filed Date: 10/12/2022

Precedential Status: Precedential

Modified Date: 10/18/2022