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ACCEPTED 01-15-00567-CV FIRST COURT OF APPEALS HOUSTON, TEXAS 12/14/2015 12:29:57 PM CHRISTOPHER PRINE CLERK No. 01-15-00567-CV FILED IN 1st COURT OF APPEALS IN THE COURT OF APPEALS FOR THE FIRST DISTRICT HOUSTON, TEXAS HOUSTON, TEXAS 12/14/2015 12:29:57 PM CHRISTOPHER A. PRINE Clerk MACKEY GLEN PETERSON, TONYA PETERSON, DON LESLIE PETERSON AND LONNY PETERSON, APPELLANTS v. SILVERADO SENIOR LIVING, INC., D/B/A SILVERADO SENIOR LIVING SUGAR LAND, APPELLEE Appendix Tab 1 - 7 P. Alan Sanders Tx. State Bar No: 17602100 Joshua Davis Tx. State Bar No. 24031993 Lewis Brisbois Bisgaard & Smith, LLP Weslayan Tower, Suite 1400 24 Greenway Plaza Houston, Texas, 77046 (713) 659-6767 (713) 759-6830 – Fax Alan.Sanders@LewisBrisbois.com Josh.Davis@LewisBrisbois.com TAB 1 INDEX TO SILVERADO’S APPENDIX, AND MATERIAL EVENT CHRONOLOGY Appx. Appx. Item Type Clerk’s Date Item Description Court1 Tab # Page ## Of Activity Record #2 0001- 1 N/A Index Index to Silverado’s Appendix, and Material Event Chronology 1st COA N/A 0010 0011- 2 N/A Chart Listing of Plaintiffs, Defendants and Counts Across Plaintiffs’ Petitions 1st COA N/A 0011 0012- Listing of all Orders Appealed in 1st COA 567 and 586, cross referenced 3 N/A Chart 1st COA N/A 0013 to Plaintiffs’ notices of appeal 0014- Compilation copies of all Orders Appealed in 1st COA 567 and 586, and 4 Misc. Orders 1st COA Misc. 0063 related items, as listed in Chart at Appx. Tab 3 0064- Application for Guardianship of Ruby S. Peterson, filed by Don and 5 12/11/13 Filed Probate 586:14 0076 Mack and naming as Respondents, Manley and David 0077- 6 02/25/14 Signed Order appointing Russ Jones as AAL for Ruby S. Peterson Probate 586:108 0077 0078- 7 03/27/14 Hearing Motion for Medical Examination and for Costs Probate RR Vol. 2 0080 0081- 8 03/28/14 Filed Original Answer by Russ Jones as AAL for Ruby S. Peterson Probate 586:191 0082 0083- 9 03/27/14 Signed Order appointing Jilly Young as GAL for Ruby S. Peterson Probate 586:195 0083 0084- 10 04/07/14 Filed Original Answer by Jill Young as GAL for Ruby S. Peterson Probate 586:196 0086 1 “District” refers to proceedings in the State District Court. “Probate” refers to proceedings in the Statutory Probate Court. “1st COA” means the First District Court of Appeals. 2 The additional identifying numerical strings, e.g., 01-15-xxxx-cv, are omitted for brevity of reference in this Chart. For example, 567:15 refers to Clerk’s Record, page 15, in 1st COA Case Number 01-15-00567-CV. Hearing dates reflect the dates shown in the Reporter’s Master Chronological Index in the Reporter’s Record. “RR” refers to the designated Volume and Pages of the Reporter’s Record. In this column, only the first page of the Clerk’s Record is noted. RR Vol. 1 is the Reporter’s Master Index. Silverado Appx. 0001 Appx. Appx. Item Type Clerk’s Date Item Description Court Tab # Page ## Of Activity Record # 0087- 11 07/17/14 Filed Plaintiffs’ Original Petition (excerpts) District 567:23 0088 Defendants, Manley and David, Original Answer to Plaintiffs’ Petition for 0089- 12 07/18/14 Filed Temporary and Permanent Guardianship and for other relief, and their Probate 586:260 0098 Cross Claim and Motion for Sanctions 0099- 13 07/21/14 Filed Motion to Transfer District Court Lawsuit to Probate Court Probate 586:299 0104 0105- 14 07/23/14 Filed Plaintiffs’ [First] Amended Petition and Jury Demand (excerpts) District 567:532 0105 0106- Defendants’ Manley and David Motion to Transfer from State District 15 07/24/14 Hearing Probate RR Vol. 3 0108 Court to Statutory Probate Court 0109- 16 07/24/14 Filed Plaintiffs’ Second Amended Petition and Jury Demand (excerpts) District 567:593 0109 0110- 17 07/25/14 Signed Order of Transfer from State District Court to Probate Court Probate 586:563 0112 0113- 18 07/25/14 Filed Notice of Nonsuit of Application for Guardianship Probate 586:558 0115 0116- Silverado’s Plea to the Jurisdiction, Original Answer to Plaintiffs’ Second 19 07/28/14 Filed Probate 586:813 0120 Amended Petition, and Request for Disclosure 0121- 20 07/28/14 Filed Plaintiffs’ Notice of Nonsuit Without Prejudice of all Federal Claims Probate 586:567 0122 Silverado Appx. 0002 Appx. Appx. Item Type Clerk’s Date Item Description Court Tab # Page ## Of Activity Record # 0123- 21 07/28/14 Hearing Hearing Day 1, Request for Temporary Injunction Probate RR Vol. 4 0126 0127- 22 07/29/14 Hearing Hearing Day 2, Request for Temporary Injunction Probate RR Vol. 5 0131 0132- 23 07/30/14 Hearing Hearing Day 3, Request for Temporary Injunction Probate RR Vol. 6 0136 0137- Motion to Transfer from District Court to Probate Court Pursuant to 24 08/04/14 Filed District 567:1052 0140 Probate Court Order 0141- Plaintiffs’ Third Amended Petition and Contest to Guardianship 25 08/07/14 Filed Probate 586:1309 0142 Application 0143- 26 08/08/14 Hearing Motions regarding Psychiatric Examination, to Compel and for Sanctions Probate RR Vol. 7 0145 0146- 27 08/11/14 Hearing Hearing Day 4, Request for Temporary Injunction Probate RR Vol. 8 0150 0151- Hearing Day 5, Request for Temporary Injunction 28 08/12/14 Hearing Probate RR Vol. 9 0156 [RR Vol. 9-A, Plaintiffs’ Exhibits; Vol. 9-B, Defendants’ Exhibits] Order denying Plaintiffs’ application for Temporary Injunction. The 0157- 29 08/14/14 Signed December 18, 2013 Rule 11 Agreement remains a binding Rule 11 Probate 586:1650 0158 Agreement. Trial set for November 17, 2014. 0159- 30 08/19/14 Signed Order Transferring District Court Lawsuit to Probate Court District 567:15 0161 Silverado Appx. 0003 Appx. Appx. Item Type Clerk’s Date Item Description Court Tab # Page ## Of Activity Record # 0162- 31 09/25/14 Filed Silverado’s Rule 91a Motion to Dismiss Probate 586:2997 0170 0171- Silverado’s First Amended Plea to the Jurisdiction and First Amended 32 09/25/14 Filed Probate 586:3006 0176 Answer 0177- 33 10/02/14 Filed First Amended Answer of AAL Probate 586:3122 0183 0184- Plaintiffs’ Notice of Nonsuit of defendants, Tana McMillan, Linda 34 10/06/14 Filed Probate 586:3211 0186 Lavinson, Dr. Rebecca Clearman and Dr. Chris Merkl 0187- Plaintiffs’ Fourth Amended Petition and Contest to Guardianship 35 10/06/14 Filed Probate 586:3214 0197 Application 0198- 36 10/09/14 Hearing Motion for Security for Costs and for Sanctions Probate RR Vol. 10 0201 0202- AAL’s and GAL’s Motion to Dismiss Due to Plaintiffs’ Lack of Standing 37 10/17/14 Filed Probate 586:3320 0210 and Lack of Subject Matter Jurisdiction 0211- 38 10/27/14 Filed Plaintiffs’ Opposition to Silverado’s Rule 91a Motion to Dismiss Probate 586:3347 0219 0220- Plaintiffs’ Opposition to AAL’s and GAL’s Motion to Dismiss Due to 39 10/27/14 Filed Probate 586:3359 0229 Plaintiffs’ Lack of Standing 0230- Mediation conducted, resulting in Mediation Settlement Agreement; copy 40 10/29/14 Mediation Probate 567:1387 0233 of Mediation Settlement Agreement Silverado Appx. 0004 Appx. Appx. Item Type Clerk’s Date Item Description Court Tab # Page ## Of Activity Record # 0234- Silverado’s Partial Withdrawal of Rule 91a Motion to Dismiss and Reply 41 11/06/14 Filed Probate 586:3514 0239 to Plaintiffs’ Opposition to Silverado’s Rule 91a Motion Motion for Security for Costs and for Sanctions and for Silverado’s Rule 0240- 42 11/07/14 Hearing 91a Motion to Dismiss and for approval of Rule 11 Mediation Settlement Probate RR Vol. 11 0242 Agreement 0243- Order authorizing GAL and AAL to execute Rule 11 Mediation 43 11/07/14 Signed Probate 586:3541 0243 Settlement Agreement 0244- Order granting authority for GAL and AAL to execute Rule 11 Mediation 44 11/07/14 Signed Probate 567:1386 0244 Settlement Agreement 0245- Order for $10,000 Sanctions vs Candice Schwager (Motion for Sanctions 45 11/10/14 Signed Probate 567:1385 0245 by Manley and David) 0246- Order for $5,000 Sanctions vs Candice Schwager (Motion for Sanctions 46 11/10/14 Signed Probate 586:3538 0248 by AAL and GAL) 0249- 47 11/10/14 Signed Order granting Silverado’s Rule 91a Motion to Dismiss Probate 586:3546 0249 0250- Plaintiffs’ Motion to Reconsider 91a Dismissal of Silverado and for other 48 11/17/14 Filed Probate 567:1391 0267 relief 0268- 49 12/01/14 Filed Silverado’s Application for Attorney’s Fees under Rule 91a Dismissal Probate 586:3617 0409 0410- Silverado’s Rule 91a Motion to Dismiss for remaining claims of Breach 50 12/03/14 Filed Probate 567:1496 0420 of Trust and/or Breach of Fiduciary Duty Silverado Appx. 0005 Appx. Appx. Item Type Clerk’s Date Item Description Court Tab # Page ## Of Activity Record # 0421- 51 12/04/14 Filed Fifth Amended Petition Probate 567:1537 0430 0431- Plaintiffs’ Brief supporting their Motion to Reconsider granting of 52 12/05/14 Filed Probate 567:1434 0444 Silverado’s original Rule 91a Motion to Dismiss 0445- Silverado’s First Supplement to its’ First Amended Plea to the 53 12/08/14 Filed Probate 567:1509 0448 Jurisdiction and First Amended Answer Silverado’s Application for attorney’s fees for Rule 91a Motion, 0449- 54 12/09/14 Hearing Plaintiffs’ Motion to Reconsider and Rescind Rule 91a Dismissal and Probate RR Vol. 12 0451 Sanctions 0452- 55 12/09/14 Filed Silverado’s Response to Plaintiffs’ Motion to Reconsider Rulings Probate 567:1516 0459 0460- 56 12/09/14 Filed Silverado’s First Supplement to Application for Rule 91a Attorney’s Fees Probate 567:1464 0462 Plaintiffs’ Objection to Silverado’s Pending Rule 91a Motion to Dismiss 0463- 57 12/16/14 Filed Remaining Claims and Silverado’s Application for Rule 91a Attorney’s Probate 567:1481 0477 Fees 0478- 58 12/16/14 Filed Plaintiffs’ Objection to Silverado’s application for attorney’s fees Probate 586:3768 0489 0490- Silverado’s Response to Plaintiffs’ Objection to Silverado’s application 59 12/18/14 Filed Probate 586:3780 0501 for attorney’s fees 0502- Silverado’s Motion to Strike Plaintiffs’ Objection to Rule 91a Dismissal 60 12/18/14 Filed Probate 586:3792 0506 of Claims and Motion for Sanctions Silverado Appx. 0006 Appx. Appx. Item Type Clerk’s Date Item Description Court Tab # Page ## Of Activity Record # 0507- Silverado’s Partial Withdrawal and Supplement to Rule 91a Motion to 61 01/07/15 Filed Probate 567:1525 0512 Dismiss Remaining Claims 0513- 62 01/09/15 Signed Order Granting Silverado’s First Amended Plea to the Jurisdiction Probate 567:1513 0513 0514- 63 01/09/15 Signed Order Awarding Rule 91a Attorneys Fees to Silverado Probate 567:1514 0515 0516- Order Denying Motion to Reconsider Rule 91a Dismissal of Silverado 64 01/09/15 Signed Probate 567:1524 0516 and Denying Sanctions Against Silverado and Josh Davis 0517- Order Granting Silverado’s Rule 91a Motion to Dismiss Remaining 65 01/09/15 Signed Probate 567:1531 0518 Claims of Breach of Trust and/or Breach of Fiduciary Duty 0519- 66 01/09/15 Signed Order Approving Appointee’s Fees & Expenses [Russ Jones] Probate 567:1614 0520 0521- Plaintiffs’ Motion to Dismiss Guardianship Proceeding due to death of 67 01/16/15 Filed Probate 586:3814 0525 Ruby as Proposed Ward 0526- 68 01/09/15 Signed Order to Pay GAL’s Fees and Expenses [Jill Young] Probate 586:3819 0527 0528- Plaintiffs’ Motion to Modify Orders related to Rule 91a Dismissal and 69 02/06/15 Filed Probate 567:1617 0572 related to Plea to the Jurisdiction and for Sanctions 0573- 70 02/09/15 Filed Schwager’s Notice of Appeal [1st COA 158] Probate 567:2043 0576 Silverado Appx. 0007 Appx. Appx. Item Type Clerk’s Date Item Description Court Tab # Page ## Of Activity Record # 0577- 71 02/09/15 Filed Plaintiffs’ Notice of Appeal [1st COA 157] Probate 586:3823 0580 0581- 72 03/04/15 Filed Plaintiffs’ First Amended Notice of Appeal [1st COA 157] Probate 586:3843 0584 0585- 73 03/23/15 Filed Plaintiffs’ Motion to Set Aside Rule 11 Agreement Probate 567:2058 0598 0599- 74 03/23/15 Filed Plaintiffs’ Amended Motion to Set Aside Rule 11 Agreement Probate 567:2078 0612 0613- GAL’s and AAL’s Motion for Entry of Judgment on Binding Non- 75 04/03/15 Filed Probate 586:3871 0628 Revocable Settlement Agreement 0629- Silverado’s Motion to Modify Order Granting First Amended Plea to the 76 04/07/15 Filed Probate 567:2128 0633 Jurisdiction 0634- 77 04/07/15 Filed Silverado’s Motion for Summary Judgment Probate 567:2136 0642 0643- 78 04/07/15 Signed Memorandum Opinion dismissing Schwager’s appeal [1st COA #158] Probate 567:2110 0644 0645- 79 04/07/15 Signed Judgment dismissing Schwager’s appeal [1st COA #158] Probate 567:2112 0645 0646- 80 04/24/15 Filed Plaintiffs’ First Amended Motion to Set Aside Rule 11 Agreement Probate 586:3889 0659 Silverado Appx. 0008 Appx. Appx. Item Type Clerk’s Date Item Description Court Tab # Page ## Of Activity Record # 0660- Motion for Entry of Final Judgment on Binding Non-Revocable 81 04/30/15 Hearing Probate RR Vol. 13 0662 Settlement Agreement 0663- Plaintiffs’ Opposition to Silverado’s Motion to Modify Order Granting 82 04/30/15 Filed Probate 586:3935 0672 First Amended Plea to the Jurisdiction 0673- Defendants, Manley and David, Joinder in GAL’s and AAL’s Motion for 83 05/01/15 Filed Probate 586:3913 0674 Entry of Judgment on Binding Non-Revocable Settlement Agreement 0675- Defendants, Manley and David, Response to Plaintiffs’ Motion to 84 05/07/15 Filed Probate 586:3918 0691 Dismiss Guardianship Proceeding 0692- Order granting Silverado’s Motion to Modify Order Granting First 85 05/12/15 Signed Probate 567:2133 0693 Amended Plea to the Jurisdiction 0694- Modified Order granting Silverado’s First Amended Plea to the 86 05/12/15 Signed Probate 567:2135 0694 Jurisdiction 0695- Final Judgment based upon Binding Non-Revocable Mediation 87 05/12/15 Signed Probate 586:3948 0698 Settlement Agreement 0699- 88 05/12/15 Signed Order granting Silverado’s Motion for Summary Judgment Probate 567:2145 0699 0700- 89 05/12/15 Signed Order Denying Plaintiffs’ Motion to Dismiss [Guardianship Proceeding] Probate 586:3952 0701 0702- 90 06/08/15 Filed Plaintiffs’ [Original] Notice of Appeal, with dual caption Probate 586:3955 0707 Silverado Appx. 0009 Appx. Appx. Item Type Clerk’s Date Item Description Court Tab # Page ## Of Activity Record # 0708- 91 06/16/15 Filed Plaintiffs’ Amended Notice of Appeal [#586] Probate 586:3961 0711 0712- 92 06/17/15 Filed Plaintiffs’ Amended Notice of Appeal [#567] Probate 567:2155 0716 0717- Memorandum Opinion dismissing Plaintiffs’ appeal 93 07/07/15 Signed Probate 586:3972 0718 [1st COA #157] 0719- Judgment dismissing Plaintiffs’ appeal 94 07/07/15 Signed Probate 586:3967 0719 [1st COA #157] Silverado Appx. 0010 TAB 2 Description: POP 1st 2nd 3rd 4th 5th Plaintiffs: Ruby S. Peterson, Ind. X Mack Peterson X X X X X X Don Peterson X X X X X X Lonny Peterson X X X X X X Tonya Peterson X Carol Jane Peterson X Defendants: Carol Peterson Manley X X X X X David Peterson X X X X X Silverado X X X X X X Tana McMillan X X X X Linda Lavinson X X X X Dr. Rebecca Clearman X X X X Dr. Chris Merkyl X X X Counts: False Imprisonment X X X X X X Assault & Battery X X X X X X Breach of Fiduciary Duty X X X X Fraud X X X X Conversion X Conspiracy X X X X X X Undue Influence X X X Intentional Infliction of Emotional Distress X X X X Duress X X Discrimination X X Retaliation X X Invasion of Privacy X Breach of Trust X X X Silverado Appx. 0011 TAB 3 CHART SHOWING ORDERS APPEALED FROM AND RELATIONSHIP TO NOTICES OF APPEAL Amended Appx. Amended Clerk’s Appx. Date / NOA NOA Page Item Description NOA Item Record Tab # Date Signed Item Item ## [567] #1 586 0014- Order Granting Authority for Guardian Ad Litem & Attorney E D 567:1386 4 11/07/2014 0018 Ad Litem to Execute Peterson Rule 11 Agreement -1390 0019- Order Granting Authority for Guardian Ad Litem & Attorney D D 586:3541 4 11/07/2014 0023 Ad Litem to Execute Peterson Rule 11 Agreement -3545 0245- Order on David Peterson and Carol Anne Manley’s Motion for B B 45 11/10/2014 567:1385 0245 Sanctions 0246- A A C 586:3538 46 Order for Sanctions 11/10/2014 0248 -3540 Order Granting Defendant Silverado Senior Living, Inc. d/b/a C C 0249- 47 Silverado Senior Living – Sugar Land’s Rule 91a Motion to 11/10/2014 586:3546 0249 Dismiss 0513- Order Granting Silverado’s First Amended Plea to the H G 62 01/09/2015 567:1513 0513 Jurisdiction Order Authorizing Payment of Appointee’s Fees and F 0526- Expenses Pursuant to Texas Estates Code Section 1054.055 586:3819 68 01/09/2015 0527 for the Time Period March 27, 2014 through October 31, -3820 2014 0514- Order Granting Application for Attorney Fees Pursuant to G F 567:1514 63 01/09/2015 0515 Rule 91a Order Entered on November 10, 2014 -1515 0516- Order Denying Motion to Reconsider 91a Motion to Dismiss F E 64 01/09/2015 567:1524 0516 and Motion for Sanctions 1 The additional identifying numerical strings, e.g., 01-15-xxxx-cv, are omitted for brevity of reference in this Chart. Silverado Appx. 0012 Amended Appx. Amended Clerk’s Appx. Date / NOA NOA Page Item Description NOA Item Record Tab # Date Signed Item Item ## [567] # 586 0517- Order Granting Silverado’s 91a Motion to Dismiss Plaintiffs’ I H 567:1531 65 01/09/2015 0518 Breach of Trust and/or Breach of Fiduciary Duty -1532 0519- I E 567:1614 66 Order Approving Appointee’s Fees & Expenses 01/09/2015 0520 -1615 0692- Order Granting Silverado’s Motion to Modify Order Granting L J 567:2133 85 05/12/2015 0693 First Amended Plea to the Jurisdiction -2134 0694- Modified Order Granting Silverado’s First M K 567:2135 86 05/12/2015 0694 Amended Plea to the Jurisdiction 0695- J A 586:3948 87 Final Judgment 05/12/2015 0698 -3951 0700- K B 586:3952 89 Order Denying Motion to Dismiss 05/12/2015 0701 -3953 0699- None None None 88 Order Granting Silverado’s Motion for Summary Judgment 05/12/2015 567:2145 0699 0702- Original Notice of Appeal (dual case caption, for Probate Court A-M 586:3955 90 06/08/2015 0707 Nos. 427,208 and 427,208-401) -3960 0712- A-K 567:2155 92 Amended Notice of Appeal (in 567) 06/17/2015 0716 -2159 0708- A-F 586:3961 91 Amended Notice of Appeal (in 586) 06/16/2015 0711 -3964 Silverado Appx. 0013 TAB 4 PROBATE PROBATE COURT COURT NO.427,208 NO. 427,208-·· — / C\.1 INRE: GUARDIANSHIP OF § COURT IN RE: GUARDIANSHIP OF IN THE PROBATE INTHE PROBATE COURT 0 . 0 RUBYPETERSON, RUBY PETERSON, § NUMBER NUMBER ONE(1) ONE (I)OF OF ANINCAPACITATED PERSON AN INCAPACITATED PERSON § HARRIS HARRIS COUNTY, TEXAS COUNTY, TEXAS ORDERGRANTING ORDER GRANTINGAUTHORITY AUTHORITY . FOR FOR GUADIAN GUADIAN AD AD LITEM &ATTORNEY LITEM & ATTORNEY AD AD LITEM LITEM TO EXECUTE TO EXECUTEPETERSON PETERSONRULE RULE11AGREEMENT 11 AGREEMENT OnthisdayJillW.Young On andW.Russ this day Jill W. Young and Jones,inintheir W. Russ Jones, respective their respective Guardian asGuardian capacities as Ad Ad Litemand Litem andAttomey AdLitem Attorney Ad RubyS.S.Peterson, Litem for Ruby Incapacitated anIncapacitated Peterson, an requested Person, requested thatthe that the Courtgrant Court thempermission grantthem to enter permission to intothePeterson enterinto Rulell the Peterson Rule Agreement I I Agreement heretoas attached hereto as Exhibit A,and Exhibit A, considering and after considering therequest the andevidence requestand submitted, evidence submitted, theCourttindsthatthe the request Court finds that the request should begranted.Itis shouldbe granted. It is therefore, thatJillW.Young ORDERED that andW.Russ Jill W. Young and W. Russ Jones, intheir Jones,in respective their respective capacities capacities Guardian asGuardian as Ad Litemand Ad Litem andAttorney Attorney Ad Litemfor AdLitem forRubyS. Peterson, Ruby S. Peterson, Incapacitated anIncapacitated an Person, Person, hereby arehereby are authorized authorized toexecute to thePeterson execute the Rule11 Peterson Rule ll Agreement Agreement attached attached hereto here as Exhibit to as Exhibit A. A. SIGNED SIGNED ENTERED this andENTERED and this 7 4-6 day dayc) VC")-1,6 DG RESIDING DG. 'RESIDING 070200/000001 070200/000001 130 - 1291572v1 . Silverado Appx. 0014 No. 1-15-567-CV 1386 C C Rule 11Agreement Peterson Rule 11 Agreement Q. 1. Theparties tothisagreement are: 1. The parties to this agreement are: a. a. MackPeterson; Mack Peterson; b. b. Don Don Peterson Peterson c. LonnyPeterson; Lonny Peterson; r• r.. d. d. CarolA Carol nnManley, Ann Manley,individually, individually,as agentfor asagent forMrs. etersonand Mrs.PPeterson cotrustee ofthe andcotrustee of the Peterson Family Peterson Family Trust Trust no. 2;and no. 2; and e. e. DavidPeterson, David Peterson, iindividually, ndividually, agentfor asasagent forMrs. Mrs.PPeterson etersonand and cotrustee ofthe cotrustee of the Peterson Family T rustnno. 2. i Peterson Family Trust o.2. 2. Carol 2. Carol AnnManley Ann andDavid Manley and Petersonshall David Peterson shallcontinue continueto toact agentfor asagent actas forMrs. Mrs. Peterson Peterson pursuant pursuant to the Durable to the DurablePower Powerof Attorney,Appointmentof of Attorney, Appointment of the Durable DurablePower Powerof Attorneyfor of Attorney for Health Health Care,D Care, irective Directive to Physicians, to Physicians,SaleofReal Sale of RealPProperty, roperty,etetal,document al, document ddated atedJune 23, 23,1993("1993 1993 ("1993 POA"). Thepartieswill POA"). The jointlyrequest parties will jointly thatthe requestthat theCourt Courtfind the the1993 1993POA POAto bevalid to be valid and and remaining ineffectand remaining in effect and that that any revocation anyrevocation ofthe of 1993POA the 1993 POA executed inNovember executed in November of of 2013 2013to to beinvalid. be invalid. 3. Carol 3. Carol AnnManley Ann andDavid Manley and Petersonagree David Peterson agreeto locateaanew to locate residential newresidential forMrs. facilityfor facility Mrs. Peterson.They Peterson. will They will investigate investigate andlocate and a new locate a new facility facility ininFort Bend Fort Bend Harris orHarris or County County with with k, comparable comparable care andamenities. careand TheParties amenities. The acknowledge Parties acknowledge thatthe that thenew facility newfacility wilt memory care facility memory care facility andmaybe as or more expensive and maybe asormore expensive tthan hanSilverado. CarolAnn Silverado. Carol AnnManley and Manley and _ David David PPeterson eterson will xecuteaallllnecessary willeexecute necessaryadmission admissiondocuments as Mrs. documents as Mrs. P eterson's Peterson's medical medical agents andnotify agentsand notify the otherparties the other partlesofthe of the new facility. newfacility. nl °411( 4. Mrs.Peterson's 4. childrenshall Mrs. Peterson's children shallhavetheright tovisitherat have the right to theresidential visit her at the facilityselected residential facility selectedby by CarolA Carol nnManley Ann Manleyaand ndDavid DavidPeterson Petersonas agent for asagent for Mrs.Peterson duringnormal Mrs. Peterson during normalvisiting visitinghhours; ours; providedaallllvisitors provided visitors sshall hallcomply complywiththe with therulesand rules and regulations regulations ofthefacility. of the facility. T heParties The Parties agree agree that that more thanone morethan familyor onefamily familiesm orfamilies ayvisit may visit ttogether. ogether. 5. Carol 5. CarolA nnManley Ann Manleyaand ndDavid DavidPeterson Peterson as agent forMrs. as agent Peterson for Mrs. Peterson will notifyDon, willnotify Don,Lonny Lonnyand and MackPeterson Mack Peterson of any significant of any significant changes changes iin nMrs. Mrs.PPeterson's eterson'sm edicalccondition. medical ondition.Don, Don,Lonny Lonnyand and Mack Peterson shall designate anemail forsuch address notices. i Mack Peterson shall designate an email address for such notices. 6. 6. Mrs. Mrs. P etersons children Peterson's residential childrenmay maytakeherfor facilitypprovided take her for outings outside rovidedthat thatinitially initially((i)i)the outside the the outings the FleArbatfiVr-0111#4150FPRIMM willbbee 4 hours less,and e / (ii)aa caregiver t• residential facility outings will hours or or less, and(ii) caregiver willaccompany will accompany M rs.Peterson.Carol Mrs. Peterson. Carol A nnManley Ann ManleyandDavid and DavidPeterson mayextend Petersonmay extend thesetimes these times off. and/ordecide and/or decidethataacaregiver that caregiver isnotrequired is afterthey not required after theyare ableto areable confirm toconfirm sheisable she to is able to remainmedically remain medicallysstable. table.Any Anyperson removes whoremoves personwho Mrs.Peterson Mrs. forsuch Peterson for such an outing anouting shall(i)give shall (i)give EXHIBIT EXHIBIT A Silverado Appx. 0015 No. 1-15-567-CV 1387 Mrs. Mrs.Peterson Petersonallprescribed medication all prescribed that medication to betakenduring that needs theoutingand(ii) to be taken during the outing and return (ii) return herto the facilitytimely. her to the facility timely. 7.7. No Nopersonor person orentityshall entity shallattemptto have Mrs.Peterson attempt to haveMrs. sign Peterson any sign legal, any medical legal, or other medical or other documents; providedthat nothingshallprevent documents; provided that nothing shall MMrs. prevent rs.Peterson signing Peterson from personal signing cards personal or or cards lettersof personal letters ofa a personal non legalmatter. non legal matter. l 8. CarolAnnManleyandDavidPetersonshallcontinueto serveas trusteeofthe PetersonFamily 8. Carol Ann Manley and David Peterson shall continue to serve as trustee of the Peterson Family Trustno.2. Don,LonnyandMackPetersonapproveCarolAnnManleyandDavidPeterson's Trust no. 2. Don, Lonny and Mack Peterson approve Carol Ann Manley and David Peterson's accounting of PetersonFamily Trustno.no. 2and agrees to dismisswith allclaimsrelating accounting of Peterson Family Trust 2 and agrees to dismiss with prejudice all claims relating to suchtrustto date. CarolAnnManleyandDavidPetersonshallcontinueto payanyexpenses to such trust to date. Carol Ann Manley and David Peterson shall continue to pay any expenses relatingto the trust from the trust estate. relating to the trust from the trust estate. 9. Carol AnnManley andDavid shallcontinue Peterson toserveasfinancial powersofattorney for 9. Carol Ann Manley and David Peterson shall continue to serve as financial powers of attorney for Mrs.Peterson.CarolAnnManleyandDavidPetersonacknowledge andagreethat the Amegy Mrs. Peterson. Carol Ann Manley and David Peterson acknowledge and agree that the Amegy accountsinthe nameof CarolAnnManleyandDavidPetersonarepowerof attorneyaccounts accounts in the name of Carol Ann Manley and David Peterson are power of attorney accounts andtheywill confirmthe sametoAmegy.CarolAnnManleyandDavidPetersonshallcontinue and they will confirm the same to Amegy. Carol Ann Manley and David Peterson shall continue to payanyexpensesrelatingto Mrs.Petersonandherestate as agents. to pay any expenses relating to Mrs. Peterson and her estate as agents. 10.ThePartiesagreeto submitthefollowing feesandexpenses relating inprobate to proceedings courttoProbate CourtNumber 1: 10. The Parties agree to submit the following fees and expenses relating to proceedings in probate court to Probate Court Number 1: a. CarolAnnPeterson and DavidPeterson's unpaidfees and expenses; a. Carol Ann Peterson and David Peterson's unpaid fees and expenses; b. Don,LonnyandMackPeterson'slegalfeesandexpenses(providedthereshall b. Don, Lonny and Mack Peterson's legal fees and expenses (provided there shall no rightto seekreimbursement relatingto claimstheyhavemadeagainst Silverado); no right to seek reimbursement relating to claims they have made against Silverado); c. RussJonesandJillYoung’s unpaidfeesandexpenses. c. Russ Jones and Jill Young's unpaid fees and expenses. 11.Anyfeesrelating totheguardianship andapproved bytheCourtshallbepaidfromMrs. Peterson's Estate. 11. Any fees relating to the guardianship and approved by the Court shall be paid from Mrs. Peterson's Estate. 12.MackPetersonandhiswife,DonPetersonandhiswifeand LonnyPetersonshallremoveand 12.direct MackhPeterson isattorneys andto remove his allsocial wife, Don medial Peterson and and hisotherpublic wife and postings Lonny relating Peterson shall Mrs. and toremove Peterson, direct hisCattorneys arolAnnManley, SteveManley, to remove Davidaand all social medial ndBettyPeterson or relating other public postings to this relating tocase. Mrs. Peterson, Carol Ann Manley, Steve Manley, David and Betty Peterson or relating to this case. 13.Don,LonnyandMackPetersonshallreleaseanddismisswithprejudiceanyclaimsagainstCarol Don, LonnyandDavid 13.AnnManley Petersonishall and MackPeterson, nallcapacities. release and dismiss with prejudice any claims against Carol Ann Manley and David Peterson, in all capacities. 14.RussJones,JillYoung,CarolAnnManleyandDavidPetersonagreeto withdrawand/ornotseek 14.sanctionsor costsfromMack Russ Jones, Jill Young, CarolPetersonandhiswife, Ann Manley DonPeterson and David andhiswife, Peterson agree Lonny to withdraw Peterson and/or not seek and/or PhilRoss. sanctions or costs from Mack Peterson and his wife, Don Peterson and his wife, Lonny Peterson and/or Phil Ross. 15.RussJonesandJillYoungwillrequestcourtpermission to ratifythisto Rule11Agreement 15. Russ Jones and Jill Young will request court permission to ratify this to Rule 11 Agreement Silverado Appx. 0016 No. 1-15-567-CV 1388 15.Counsel 16. forCarol Counsel for Carol A Ann ManleyandDavid nnManleyand DavidPeterson Peterson will will circulateaafinalrelease agreement a final releaseagreement ndaa and proposedfinal proposed finaljjudgment udgmentaatt incorporates theforgoing incorporates the forgoing tterms. erms. THE PARTIES AGREE THAT THIS AGREEMENT SHALL BE A THE PARTIES AGREE THAT THIS AGREEMENT SHALL BE A BINDING BINDING NONREVOCABLE NONREVOCABLE AGREEMENT AGREEMENT UNDER UNDER THETEXAS THE TEXAS ESTATES ESTATESCODE CODESSECTION ECTION1055.151 AND 1055.151 AND ISNOT IS SUBJECT NOT SUBJECT TO TO REVOCATION BYTHE PARTIES. REVOCATION BY THE PARTIES. Agreed: Agreed: DonPeterson Don Peterson LonnyP| o| Mack Peterson Mack Peterson Phil Ross,aass counsel forDon, Don,Lonny Lonny and Mack Peterson Phil Ross, counsel for and Mack Peterson kA/vl 71/ a/14,y CarolAnn Carol AnnManley Ma n ey Davi terson Davi terson Pacheco, as counsel Pacheco, for for CaroCarTianiley an an son 40,,. .040, Russ|neyAd J·nes, Litem ar Russ J . nes, • • • ney Ad Litem l Silverado Appx. 0017 No. 1-15-567-CV 1389 0 as Ad _ Y ung, as Guardian _ Ad Li m Silverado Appx. 0018 No. 1-15-567-CV 1390 COURT PROBATE 1 PROBATE COURT 1 427,208 NO.427,208 NO. INRE: IN GUARDIANSHIP RE: GUARDIANSHIP OF OF § INTHE PROBATE IN THE PROBATE COURT COURT § ·NUMBERONE(l) OF RUBYPETERSON, RUBY PETERSON, NUMBER ONE (1) OF ANINCAPACITATED PERSON AN INCAPACITATED PERSON § HARRIS HARRIS COUNTY, COUNTY, TEXAS TEXAS AUTHORITY GRANTING ORDER GRANTING AUTHORITY GUADIAN FOR ADLITEM &ATTORNEY ADLITEM FOR GUADIAN AD LITEM & ATTORNEY AD LITEM TOEXECUTE TO PETERSON EXECUTE PETERSON RULE 11AGREEMENT RULE 11 AGREEMENT Onthisday On JillW.Young this day Jill andW.Russ W. Young and W. Russ Jones, intheir Jones,in respective their respective capacities as Guardian asGuardian Ad Ad Litem Litem andAttomey AdLitem and Attorney Ad forRuby Litem for S.Peterson, Ruby S. Incapacitated anIncapacitated Peterson, an Person, Person, requested requested thatthe that the grantthem Court grant permission thempermission to intothePeterson enterinto to enter Rulell the Peterson Rule Agreement 11 Agreement attached attached heretoas hereto as Exhibit Exhibit A, after considering the andafter A,and the request andevidence request and submitted, evidence submitted, theCourt thatthe the Court finds that therequest request shouldbe should granted. ItItis begranted. therefore, is therefore, ORDERED ORDERED thatJillW. that Young Jill W. Young andW.Russ and W. Russ Jones, intheir Jones,in respective their respective capacities capacities as Guardian asGuardian Litemand Ad Litem Ad AttomeyAd and Attorney Litemfor AdLitem RubyS. for Ruby Peterson, S. Peterson, an Incapacitated anIncapacitated Person,are Person, hereby arehereby authorized authorized to execute to execute the Peterson Rule thePeterson Rule 11 Agreement ll Agreement attached attached here here to to as Exhibit as Exhibit A. A. SIGNED SIGNED and ENTERED this andENTERED this 7 dayDG day oV3/01,coskir-72 |RESIDING DG• 'RESIDING · ; — 31. rh 070200/000001 070200/000001 l29l572vl 130-- 1291572v1 130 Silverado Appx. 0019 No. 1-15-586-CV 3541 Peterson Rule11 Peterson Rule 11 Agreement 1. Theparties tothisagreement are: 1. The parties to this agreement are: a. a. Mack Peterson; Mack Peterson; b. b. DonPeterson Don Peterson _ c. c. Lonny Peterson; Lonny Peterson; d. d. CarolAnn Carol Ann Manley, Manley, individually, agentfor asagent individually,as forMrs. Mrs.PPeterson eterson aand ndcotrustee cotrustee ofthe of the 1 PetersonFamily Peterson FamilyTrustno. Trust 2;and no.2; and e. e. DavidPeterson, David Peterson, iindividually, ndividually, as agentforMrs.Peterson asagent for Mrs. Petersonand cotrustee ofthe and cotrustee of the PetersonFamily Peterson FamilyTrustno. Trust 2. no.2. 2. Carol 2. Carol AnnManley Ann andDavid Manley and Peterson shall David Peterson shallccontinue ontinuetotoact agentfor asagent actas forMrs.Petersonpursuant Mrs. Peterson pursuant tothe to DurablePower the Durable ofAttorney, Powerof Appointment Attorney,Appointment oftheDurablePower ofAttorney of the Durable Power of forHealth Attorneyfor Health Care, Directive Care,Directive to Physicians, to Physicians, SaleofReal Sale of RealPProperty, roperty,etetal,document al, document ddated atedJune23,1993("1993 June 23, 1993 ("1993 POA").The partieswill POA"). The parties jointlyrequest will jointly thatthe requestthat the Court findthe Courtfind 1993POA the 1993 POA to bevalid to be valid and and remaining in effect andthat remaining in revocation anyrevocation and that any ofthe of 1993POA the 1993 POA executed inNovember executed in November of of2013 2013 to to beinvalid. be invalid. 3. Carol 3. Carol AnnManley Ann andDavid Manley and Petersonagree David Peterson agreeto locateaanew to locate residential newresidential facilityfor facility forMrs. Mrs. Peterson. They Peterson. They willinvestigate will investigateandlocate and newfacility locate aa new facilityinFortBend ororHarris in Fort Bend County Harris with County with „, 1" comparable comparable careandamenities. care The and amenities. The Parties Parties acknowledge acknowledge thatthe that facility newfacility the new viiiIH?&L / '- ... memory care facilityandmaybe asormore expensivet hanSilverado.Carol AnnManley memory care facility and maybe as or more expensive than Silverado. Carol Ann and Manley and David will Peterson allnecessary execute admission documents Peterson's asMrs. medical David Peterson will execute all necessary admission documents as Mrs. Peterson's medical andnotify °411 agentsand agents notify the otherpartiesofthe the other facility. newfacility. parties of the new 4. Mrs.Peterson's 4. Mrs. childrenshall Peterson's children shallhavetheright visither to visit have the right to at the her at residential the residential facilityselected facility by selected by CarolA Carol Ann ManleyandDavid nnManley and DavidPeterson Petersonas agentfor asagent for Mrs.Peterson duringnormal Mrs. Peterson during normalvisiting visitinghours; hours; provided provided all visitors shall allvisitors shall ccomply omplywith withtherules the rulesaand regulations ofthe ndregulations facility. The of the facility. The Parties Parties a gree agree thatmore that thanone morethan family onefamily familiesmay orfamilies or visit ttogether. mayvisit ogether. 5. Carol 5. CarolAAnn Manley andDavid nnManley and DavidPeterson agent for as agent Peterson as Mrs.Peterson for Mrs. willnotifyDon, Peterson will Lonnyaand notify Don, Lonny nd MackPeterson Mack Peterson of any significant of any significant changes changes iin Mrs.PPeterson's nMrs. eterson'sm edicalccondition. medical ondition.Don, Don,Lonny and Lonnyand Mack Mack Peterson shall Peterson shall designate email anemail designate an address address for for s uch such nnotices. otices. /‘‘ 6. Mrs.Peterson.s 6. Mrs. Peterson's children may maytakeherfor take her for outings outside the the DEW, residential residential facilityprovided facility thatinitially provided that (i)the initially (i) the outings willbbee44 hours outings will hours or less,and(ii) or less, and (ii) a caregiver a caregiver willa ccompany M rs.Peterson.Carol A nnManley andDavid Peterson may extendthesetimes will accompany Mrs. Peterson. Carol Ann Manley and David Peterson may extend these times and/ordecidethat and/or decide thataacaregiver caregiver isnot is requiredafter notrequired afterthey ableto areable they are confirmshe toconfirm sheisable is able to to remain medically sstable. remainmedically table.Any Anyperson personwhowhoremoves Mrs.Mrs.Peterson Peterson forsuch for outingshall(i)give anouting such an shall (i)give EXHIBIT EXHIBIT A - Silverado Appx. 0020 No. 1-15-586-CV 3542 Mrs. all prescribed m Mrs.Peterson allprescribed edicationtthat medication hatneedsto betakenduring needs to be theoutingand(ii)return taken during the outing and (ii) return her tothe her to facility the facility timely. timely. _ 7. No 7. Noperson personor entityshallattemptto or entity haveMrs. shall attempt to have Peterson Mrs. Peterson signany sign anylegal, medicaloorr other legal,medical other documents; documents; providedthat provided thatnothing shallprevent nothing shall Mrs.Peterson preventMrs. fromsigning Petersonfrom personalcards signing personal cardsor or lettersof letters ofaa personal non legal personal non legal m atter. matter. AnnManley 8. Carol andDavid shallcontinue Peterson ofthePeterson toserveastrustee Family 8. Carol Ann Manley and David Peterson shall continue to serve as trustee of the Peterson Family Trust o.2. Trustnno. Don,Lonny 2. Don, andMack Lonnyand Petersonapprove Mack Peterson approveCarol AnnManley CarolAnn and David Peterson’s Manley andDavid Peterson's accounting accounting of Peterson of Family PetersonFamily TTrust no. 2and rustno. agrees to 2 and agrees to dismiss withprejudice all dismisswith claims relating allclaims relating to suchtrust to such trustto date.Carol to date. CarolAnnManley Ann andDavid Manley and David P etersonshallcontinue Peterson shall continue to payanyexpenses to pay any expenses N relatingto relating to the trust from the trust from the trust estate. the trust estate. N 9. Carol 9. Carol AnnManley Ann andDavid Manley and David Peterson shallcontinue Petersonshall continue tto o serve serveas financialpowers as financial powers of of attorney for attorney for Mrs.PPeterson. Mrs. eterson.Carol CarolAnnManley Ann andDavid Manley and David P etersonacknowledge Peterson acknowledge and and agree thatthe agree that Amegy the Amegy in the accounts in accounts of Carol name of the name Ann Manley and DavidPeterson CarolAnnManleyand David Peterson are power of are power of attorney accounts attorney accounts they will confirm the andtheywillconfirm and sameto the same CarolAnn Amegy.Carol toAmegy. Manley andDavid AnnManley Peterson shallcontinue and David Peterson shall continue to pay to any expenses relating payanyexpenses relating to Mrs. Peterson andherestate to Mrs.Peterson as agents. and her estate as agents. 10. court to Number Probate Court 1: 10.TheParties agree to The Parties agree a. a. submitthe to submit following ffees thefollowing court to Probate Court Number 1: CarolA Carol Ann eesand Peterson andDavid nnPeterson expenses relating and expenses eterson’suunpaid and DavidPPeterson's to proceedings relating to npaidfeesand fees and expenses; expenses; in probate proceedings in probate b. b. Don, Don, L onnyaand Lonny MackPeterson’s ndMack Peterson's legal legalffees eesand expenses (provided and expenses (provided tthere hereshall shall no no right to seekreimbursement rightto relatingto seek reimbursement relating claimstthey to claims heyhavemadeagainst have made against Silverado); Silverado); _Peterson’s Estate. c. c. Russ onesandJillYoung's Russ JJones npaidfeesand and Jill Young'suunpaid fees and expenses. expenses. Any feesrelating 11.Any 11. to theguardianship fees relating to andapproved the guardianship and bythe approved by Courtshall the Court shallbepaid fromMrs. be paid from Mrs. Peterson's Estate. 12.Mack 12. Mack Peterson andhiswife,Don Peterson and his wife, Don Peterson andhiswifeandLonny Peterson and Peterson shall his wife and Lonny Peterson remove and shall remove and directhis direct his attorneys to remove attorneys to removeall social m allsocial edialaand medial otherpublic nd other public postings relatingto postingsrelating Mrs. to Mrs. Peterson, CarolA Peterson, Carol nnManley, Ann Steve Manley, David Manley, SteveManley, Davidaand ndBettyPeterson or relating Betty Peterson or to this relating to this case. case. 13.Don, 13. LonnyandMack Don, Lonny and Mack Petersonshallreleaseand dismisswith Peterson shall release and dismiss withprejudice claimsagainst anyclaims prejudice any Carol againstCarol Manley andDavid AnnManley Ann and David Peterson, inallcapacities. Peterson, in all capacities. ones,JJill Russ JJones, 14.Russ 14. illYoung, Young,Carol CarolAAnn ManleyandDavid nnManley Peterson and David agreetotowithdraw Petersonagree and/or not seek withdraw and/or not seek and/or Phil Ross.l sanctions orcosts from Mack Peterson and his wife, Don Peterson and his wife, Lonny Peterson sanctions or costs and/or Phil Ross. fromMack Peterson andhiswife, D onPeterson andhiswife,Lonny Peterson 15.Russ 15. Russ JJones and Jill Youngw onesandJillYoung illrequestcourtpermission will o ratify request court permission tto ratify thisto Rule11 this to Rule 11 Agreement Silverado Appx. 0021 No. 1-15-586-CV 3543 16.Counsel 16. forCarol Counsel for Carol A nnManley and Ann and DavidPeterson willccirculate Peterson will irculateaafinal agreement a final releaseagreement ndaa and ` proposed finaljjudgment proposed final udgmentaatt incorporates theforgoing incorporates the forgoing tterms. erms. THEPARTIES THE PARTIESAGREE AGREE T HATTHIS THAT THIS AGREEMENT SHALL AGREEMENT SHALL BEA BE A BINDING NONREVOCABLE AGREEMENT UNDERTEXAS THE BINDING NONREVOCABLE AGREEMENT UNDER THE TEXAS ESTATES ESTATESCODE CODESECTION SECTION1055.151 AND 1055.151 AND ISNOT IS SUBJECT NOT SUBJECT TO TO ry REVOCATION BY THE PARTIES. Agreed: Agreed: Don Peterson Don Peterson LonnyP| · 0| ·l Mack Mack Petersonl and Mack Petersonl Peterson Peterson PhilRoss, Phil Ross, aass counsel forDon, counsel for Lonny Don, Lonny and Mack Peterson Carol Manleyll Ann Carol Ann Manley 711641 Davi|tersoniPacheco, Davi. ••terson as Caro nnManley an son Pacheco, as counsel for Caro nn Manley son |neyAd Russ nes, Lltem Russ .1 nes, ney Ad Litem Silverado Appx. 0022 No. 1-15-586-CV 3544 i ?-101 ii yung, as Guardian Ad Li m RECORDER'S MEMORANDUM: At the time of recordation, thinstrument was found 63 be Inadequate for the best photographic or reproduction because of megteity, carbon . photo copy, discolored paper, etc. All blockouts, additions end changes wars present at Old 19110 210 kishument was Med end recorded, Silverado Appx. 0023 No. 1-15-586-CV 3545 PRCEATE COURT tl NO.427,208-401 NO. 427,208-401 INRE: IN GUARDIANSHIP RE: GUARDIANSHIP OF OF § INTHE IN PROBATE THE PROBATE COURT COURT § RUBY RUBY PETERSON, § NUMBER ONE(1) NUMBER ONE (1)OF OF ANINCAPACITATED AN INCAPACITATEDPERSON PERSON § HARRIS COUNTY,TEXAS HARRIS COUNTY, TEXAS ORDER . ORDER ONDAVID ON DAVIDPPETERSON ETERSON ANDCAROL AND ANNE M CAROL ANNE ANLEY’S MANLEY'S MOTION MOTION FORSANCTIONS FOR SANCTIONS Afterconsidering Movants David After considering Movants David Peterson Petersonaand ndCarol Carol A nneManley’s Anne Motion Manley's Motion for for Sanctionsaand Sanctions ndall otherpertinent all other pertinent pleadings, evidence evidence and arguments o and arguments off counsel, theCourtfinds counsel, the Court finds that saidMotion that said Motionshould should beGRANTED. be GRANTED. TheCourt The thatCandice Court finds that Schwager Candice Schwager hasviolated has violated R ule3.07 Rule oftheTexas 3.07 of Disciplinary the Texas Disciplinary RulesooffProfessional Rules Professional Conduct Conduct andthattheissuance and that the issuance ofsanctions of sanctions isappropriate. Itistherefore, is appropriate. It is therefore, ORDERED ORDEREDthat that Candice Candice Schwager, Schwager,individually, is isordered individually, pay the orderedtotopay the sum of sum of UO $ ief;) Movants 1totoMovants andCarol Peersonand CarolAnne Manley Manley / On° $ Davicl Peterson (col ectively !h-71— 0 r,Ncikpr — -4'k r 61 01,-) el Acme 7 Jcii “Movants")c/o "Movants") c/o Sarah atelPacheco, Sarah atel Crain,Caton& Pacheco, Crain, James,P.C.,1401McKinney Caton & James, P.C., 1401 McKinney StreetFloor Street Floor A -11-er,sol 17,Houston, 17, Houston, T exas77010 Texas nolaterthan 77010no later than/\/O W./4er 3o ,,2014. 2014. It fs fut lifer, ·. , ac |etersonan| ey |ac eterson an, onny • andseverally and severally liable forallsanctions liablefor imposed all sanctions imposed againstCandice against Candice r, asthisCourt |er, findsthat this Court finds thatE they participated iin theyparticipated n oor withMs. •· . |` · • with Schwager Ms. Schwager inspreading in spreading falseand false defamatory and defamatory of SIGNED this day SIGNED this / day of OPF ITN,/".. JUDGE PRESIDI|G JUDG|PRESID G ___ ` ··· . RECORDER'S MEMORANDUM: At the time of recordation, this instrument was found to be inadequate for the best photo0raPilk Csj 11 reproductkm because of IIIegtDllity, carbon or hoto copy, discolonsd paper, etc. All blockade, 070200/000001 pdditi aons end changes were present at the time 376- 1237150vl 376 - 1237150vI the Instrument wee filed end recorded. Silverado Appx. 0024 No. 1-15-567-CV 1385 PROBATE COURT I Cause No.427208 Cause No. 427208 INTHE OF IN THE GUARDIANSHIP OF § INTHE IN THE PROBATE COURT PROBATE COURT RUBY RUBY S.PETERSON, S. PETERSON, § NUMBER NUMBER ONE ONE (1)OF (1) OF ANINCAPACITATED AN INCAPACITATED PERSON PERSON § HARRIS HARRIS COUNTY, TEXAS COUNTY, TEXAS Cause Cause No. 2014-40980 No. 2014-40980 MACKEY MACKEY ("MACK") ("MACK") GLENPETERSON, GLEN PETERSON, § INTHE DISTRICT IN THE DISTRICT COURT OF COURT OF Individually Individually and as Next and as Next Friend ofRUBY of RUBY § _ PETERSON, PETERSON, DONLESLIE DON LESLIE PETERSON, PETERSON, § Individually Individually and asNext and as Friend Next Friend ofRUBY of RUBY § PETERSON, PETERSON, andLONNY and LONNY P ETERSON, § PETERSON, < Individually Individually and as Next and as FriendooffRUBY Next Friend RUBY § PETERSON, PETERSON, ti r —03 Plaintiffs § · vs. vs. § HARRIS HARRIS COUNTY, COUNTY, TEXAS CAROLANNE CAROL ANNEMANLEY, MANLEY, DAVID DAVID § PETERSON, PETERSON, SILVERADO SILVERADO SENIORLIVING SENIOR LIVING§ FACILITY, FACILITY, TANAMCMILLON, TANA MCMILLON, DR. DR. § REBECCA REBECCA CLEARMAN, CLEARMAN, andDR.CHRIS and DR. CHRIS § MERKL, MERKL, § Defendants Defendants § 129thJUDICIAL JUDICIAL DISTRICT DISTRICT ORDER FORSAN CTIONS ORDER FOR SANCTIONS BEITREMEMBERED BE IT REMEMBERED that September onSeptember that on 18,22014 18, 014came to beconsidered onto came on be considered theMotion the Motion forSanctions byW.Russ for Sanctions filed by W. Russ Jones, inhiscapacity Jones,in Attomey asCourt-appointed Attorney his capacity as AdLitem Ad Litem for for RubyS. Ruby S.Peterson andbyJill Peterson and Young, by Jill Young, inher in capacity her capacity as the as Guardian the Court-appointed Guardian AdLitem Ad Litem forRuby S.Peterson, for Ruby S. andtheCourt, Peterson, and afterreviewing the Court, after reviewingthepleadings, the pleadings, theMotion forSanctions, the Motion for Sanctions, Plaintiffs’ Response Plaintiffs' Response thereto, thereto, andMovant’s and Replyto Movant's Reply Plaintiffs’ toPlaintiffs' Response, Response, hearing after hearing tthe he Silverado Appx. 0025 No. 1-15-586-CV 3538 arguments arguments ofcounsel of andafter considering the counsel and theevidence thehearing, atthe evidence offered at hearing, the Courtisisofthe the Court of the opinion opinion tthat hattheMotion the Motion ffor orSanctions Sanctions should should b beegranted. Specifically, granted. Specifically, theCourt finds the findsthat, that,based based upon tthe upon hetotality totality oftheevidence during of the evidence admitted during the the hearing ontheMotions hearing on forSanctions, the Motions for each Sanctions, each andalloftheallegations and brought all of the allegations brought byPlaintiffs by against Plaintiffs against Defendants Defendants CarolAnn Carol AnnManley andDavid Manley and David TroyPeterson, Troy Peterson, acting intheir acting in capacity their capacity agents // attomeys-in-fact as agents as attorneys-in-fact forRuby S.Peterson, for Ruby S. Peterson, did did not, not, at thetime atthe offiling of time of oftheoffensive pleading the offensive pleading andmotion, and anddo motion, and do not haveevidentiary now,have not now, evidentiary support; support; norwere nor theyat were they thetime atthe oftheirfiling, time of likelyto their filing, likely to have evidentiary have evidentiary support after support after a reasonable forfurther reasonable opportunity for investigation. further investigation. Under Under Chapter l0oftheTexas Chapter 10 of the Texas Civil Civil Practice Practice andRemedies and Code,as Remedies Code, established asestablished intheMotions in forSanctions, the Motions for Sanctions, theallegations complained the allegations complained of of didnot did haveevidentiary nothave evidentiarysupport support norwere nor theyat were they atthetime ofsigning, the time of likelyto signing, likely haveevidentiary to have evidentiaryl support support aftera reasonable after reasonable opportunity for for further investigation. TheCourt further investigation. The furtherfinds that, that, a att thetimeofsigning the oftheoffensive time of signing of pleading the offensive pleading andmotion, and motion, thisaction this action h adbeen had been on filefor onfile approximately approximately eight((8) eight 8)months, months, thatRuby that Ruby S.Peterson’s medical S. Peterson's medical records records andpertinent and financial pertinent financial records records hadbeen had been provided provided to Plaintiffs to Plaintiffs andtheir and their counsel, andthatthePlaintiff counsel, and Respondents that the Plaintiff Respondents andr and their Attorneys their Attorneys had had aareasonable opportunity reasonable opportunity to investigate to investigate the falsity orfalsity the truthfulness or oftheir of their claimsand claims andallegations signing tosigning allegations prior to tthe hepleading pleading andmotion and motion m adethesubject made the subject ofthisMotion of this Motion forSanctions. for lessersanctions Sanctions. After considering lesser sanctions andtheir and likelihood their likelihood ofdeterring of futureabuse, deterring future abuse, theCourt findsthat the Court finds thataa reasonable reasonable monetary monetary sanction sanction isjustified under is undertthe hetotality totality o offthe the circumstances circumstances presented. Itis,therefore, presented. It is, therefore, . ‘ tAi /-/- /4 1,vezriif C2-6) ORDERED that sanctions monetary ORDERED that monetary sanctionsA _ assessed against assessed against I d 04"—IL/v_ |,ttomeyan1ce of d' Plaintiff3 Maekcy Clen Pctcr3on, Ben-Lc3lie Petersen, Lonny Petoraon, Attorney Candice -M;-r at...T -Po/ tv-,:, - Order—are, . C 0-r) ·— ID/I p 2.2,soo-oc, Silverado Appx. 0026 No. 1-15-586-CV 3539 b„.1-1 771SIGNED \ SIGNED onthis on of this the /1" Day of 2014. ,, 2014. LOYD H. GHT, JUDGE PRESID -1 -7" /s` r74 4-- 0 / .0 2 CD fAc---74 ..Said /7non Cat-o / A cfr, icy ow c,--7/4. C ts-Sc_.- and 6ae.-7C)f 0 let;4 17<-74e,-IrOn, C/a Jai cAA Pc,- e e cA e_Szin pc ./ / yo /7")G/c/' 7' -1 -1-re. / /-oor• 71716 rfb7, 7~x ,,s 770 71-A,2,‘ A/0 ve.,-,Z Z 0) 060/ ..1 C/c1:71-C. cr/C )f. der Silverado Appx. 0027 No. 1-15-586-CV 3540 E COURT 1 CAUSE NO.427,208 CAUSE NO. 427,208 RUBY S.PETERSON, RUBY S. PETERSON, Individually, §§ INPROBATE IN PROBATE COURT COURT NO. 1I MACKEY MACKEY (("MACK") "MACK") GLEN GLENPETERSON PETERSON §§ PETERSON, PETERSON, Individually, Individually, Next Friend §§ Next Friend Attomey-in Attorney-in Factfor Fact RUBY forRUBY § PETERSON, PETERSON, DON DONLESLIE LESLIEPETERSON PETERSON §§ Individually, Individually, Next Attomey—in-§§ Friend,Attorney-in- Next Friend, Fact cfRUBY of RUBYSS. .PPETERSON, ETERSON, LONNY § PETERSON, PETERSON, Individually IndividuallyandNext and NextFFriend riend§§ c^t OfRUBY S.Peterson Of RUBY S. Peterson § -- VS. VS. §§ OF OF sc. CAROL ANNE MANLEY, CAROL ANNE MANLEY, 4,@ ro DAVID DAVID PETERSON, PETERSON, SILVERADO SILVERADO ior SENIORLIVING, SENIOR LIVING,INC. INC.d/b/aSILVERADO§ d/b/a SILVERADO § ` SENIORLIVING SENIOR LIVING——SUGAR SUGAR LAND LAND §§ HARRISCOUNTY, HARRIS COUNTY,TEXAS TEXAS ORDER ORDER GRANTING GRANTING DEFENDANT SILVERADO DEFENDANT SILVERADO SENIOR SENIOR D/B/A INC.D/B/A LIVING, INC. SILVERADO SILVERADO SENIOR SENIOR LIVING LIVING -- SUGAR SUGAR LAND’S RULE LAND'S RULE 91a MOTION MOTION TO DISMISS TO DISMISS BEITREMEMBERED BE IT REMEMBERED that that on thisday on this cameon day came onto beconsidered tobe Defendant, considered Defendant, Silverado Silverado Senior Living,Inc. SeniorLiving, d/b/aSilverado Inc.d/b/a Senior Silverado Senior Living Living SugarL —Sugar — and’sM Land's otionttoo Dismiss Motion Dismiss Pursuant to Pursuant to TRCPRule TRCP Rule91a and the Court after reviewing 9laandtheCourt suchmotion reviewing such motionisoftheopinion is of the opinion tthat hatthisMotion iswell this Motion is well takenshould taken shouldbe beinallthings GRANTED. in all things GRANTED. PLAINTIFFS’ claims PLAINTIFFS' claims forfalse for imprisonment, false imprisonment, assault assault and battery, andbattery, andconspiracy and hereby arehereby conspiracy are DISMISSED DISMISSED WITHPREJUDICE WITH PREJUDICEsolelyas solely Silverado SeniorLiving, toSilverado Senior asto Inc.dd/b/a Living, Inc. /b/aSilverado SilveradoSenior Senior Living Sugar L —Sugar Living — and. Land. IT IS IT IS FURTHER FURTHERORDERED, thatSilverado ORDERED,that SeniorLiving,Inc.d/b/aSilverado Silverado Senior Senior Living, Inc. d/b/a Silverado Senior Living Living ——Sugar SugarLLand be awardediits andbeawarded tscosts and attorneys' feesafterconsidering costsandattorneys’ evidence fees after considering evidence within within thirty(30) thirty (30)days thedateofthisorder. fromthe days from date of this order. Allrelief All relief n expressly otexpressly not granted granted hherein ereinisisdenied. denied. SIGNED this day of SIGNED this /6/14 day of Alb 1/e,-,-) |4. 20 4. 4847-2020-9184.1 4847-2020-9184.1 / ° / //7 Silverado Appx. 0028 No. 1-15-586-CV 3546 CAUSE NO. 427,208-401 MACKEY MACKEY ("MACK") ("MACK") GLEN PETERSON GLENPETERSON § INPROBATE IN COURTNO. PROBATE COURT NO.l1 PETERSON; PETERSON; TONYA PETERSON TONYA PETERSON § Individually and as Next and as Next F riend Friend ooff § RUBYPETERSON; RUBY PETERSON; DON DONLESLIE PETERSON;§ LESLIE PETERSON; CAROL CAROL PETERSON, PETERSON, andas Individually and Next § asNext Friend Friend ofRUBY of RUBY P ETERSON; PETERSON; and LONNY § and LONNY PETERSON, § § PETERSON, § PP q VS. VS. § SILVERADO SILVERADO SENIOR SENIOR LIVING, LIVING, INC. INC. § d/b/a SILVERADO SENIOR LIVING — d/b/a SILVERADO SENIOR LIVING — § SUGARLAND SUGAR LAND § HARRIS HARRIS C OUNTY, COUNTY, TEXAS TEXAS ORDER GRANTING SILVERADO’S FIRST AMENDED PLEA THE TO ORDER JURISDICTION GRANTING SILVERADO'S FIRST AMENDED PLEA TO THE JURISDICTION BEITREMEMBERED BE IT REMEMBERED that thisday onthis that on cameon day came on to beconsidered tobe Defendant, considered Defendant, Silverado Silverado SeniorLiving, Senior Living,Inc. Inc.d/b/aSilverado SeniorLiving d/b/a Silverado Senior Living— SugarL —Sugar and’sFFirst Land's irstA mended Amended Plea Plea to the to the Jurisdiction and the Court after reviewing Jurisdiction andtheCourt reviewing such such motion motion iissoftheopinion of the opinion tthat hattthis hisMotion iswell Motion is well takenshould taken should beinallthings GRANTED. be in all things GRANTED. ItisHEREBY ORDERED, It is HEREBY ORDERED, ADJUDGED and ADJUDGED and DECREED DECREED that CAUSE thatCAUSE NO.427,208 NO. 427,208is is DISMISSED DISMISSED W ITHPREJUDICE WITH PREJUDICE to as to to refiling as Silverado to Silverado SeniorLiving, Senior Living,Inc. Inc.d/b/aSilverado d/b/a Silverado Senior Senior Living Living —Sugar — Sugar L and. Land. Allrelief expressly notexpressly All relief not granted granted herein isdenied. herein is denied. SIGNED SIGNED this this dayof '44 day of C-72.4 u 20 5-• . GEP SIDING GE P '1 SIDING 4816-7740-7520.] 4816-7740-7520.1 Silverado Appx. 0029 No. 1-15-567-CV 1513 PROBATE COURT 11 No.427,208 No. 427,208 INTHE IN GUARDIANSHIP THE GUARDIANSHIP OF OF §§ IN THE PROBATE INTHE COURT PROBATE COURT RUBYPETERSON, RUBY §§ NUMBER ONE(1)OF NUMBER ONE (1) OF fm § ANINCAPACITATED PERSON AN INCAPACITATED PERSON §§ HARRIS HARRIS COUNTY, COUNTY, T:E)&S` ORDER ORDER AUTHORIZING AUTHORIZING PAYMENT PAYMENT OFAPPOINTEE’S OFAPPOINTEE'S FEESAND FEES AND ES ra i S •11 PURSUANT PURSUANT TO TEXAS ESTATESCODE TOTEXAS SSECTION CODE ECTION1054.05 1054.0554 ryi FORTHETIME PERIOD 272014 MARCH OCTOBER THROUGH FOR THE TIME PERIOD MARCH 27, 2014 THROUGH OCTOBER 31% tv Onthisday, On he Courtconsidered this day, tthe theAmended considered forfor Payment oqkp 'nteet the Amended Application FeesandExpenses TexasEstates to Texas CodeSection EstatesCode 1054.055 fortheTime March Fees and Expenses Pursuant to Section 1054.055 for the Time Period March 27, October31, ThroughOctober 27,2014 Through 2014, (hereinafter referred 31,2014, referred to as the"Application") to as of on behalf of the "Application") on Applicant JILLW. Applicant JILL YOUNG W.YOUNG (hereinafter (hereinafter referred referred toas to "Appointee"), as"Appointee"), whowas who appointed wasappointed bythe by the Courton Court onMarch 27,2014intheabove March27, entitledand 2014 in the above entitled andnumbered guardianship numbered guardianship proceeding proceeding toserve to serve as the as GuardianAd theGuardian Litemtotorepresent Ad Litem representtheinterests ofofRUBY the RUBYPETERSON, alleged analleged PETERSON, an (hereinafter Person(hereinafter Incapacitated Person sometimes referred sometimes referred tto as "Ms. o as Peterson") "Ms. Peterson") herGuardian asher as Ad Guardian Ad Litem. Litem. e3Q -26 and of$293.28 to be TheCourt findsthat The Court finds the requested feesof thattherequested expenses fees of 934782044 and expenses of to be reasonableand reasonable compensation necessarycompensation and necessary for for the the services andthat servicesrendered, and thatthe Application theApplication should should begranted. be Itistherefore, granted. It is therefore, ORDERED, ORDERED, that Guardian AdLitem’s and DECREED, thatGuardian ADJUDGED andDECREED, ADJUDGED feesand Ad Litem's fees expenses and expenses 51 613 inthetotal in amount the total amount of$38,113.28 are of approved areapproved andshall and shall b beepaid paid to thelawfirm to the ofMaclntyre law firm of Maclntyre McCulloch McCulloch Stanfield Stanfield & with funds fromMs.Peterson’s LLPwithfunds & Young, LLP from Ms. Peterson's estate. estate. SIGNED SIGNED of thisthis 41-Ay of' , 201k 0042432 100992 001723 0042432 Authorizing OrderAuthorizing Order ofAppointee’s Payment of Appointee's Fees andExpenses Feesand Page I1l Silverado Appx. 0030 No. 1-15-586-CV 3819 APPROVED: APPROVED: MACINTYRE MCCULLOCH STANFIELD MACINTYRE MCCULLOCH STANFIELD & YOUNG, LLP &YOUNG, LLP _ — By: JIL . YOUNG `il oun 1il oung@mmlawtexas.com State BarN0.00797670 No. 00797670 2900 Weslayan, Suite 150 2900 150 0 Houston, Texas 77027 77027 (713) 572-2900 (713) 572-2900 (713) (713) 5 72-2902 572-2902 (FAX) (FAX) GUARDIAN AD LITEM GUARDIAN AD LITEM FOR RUBY FOR RUBY PETERSON RECORDER'S MEMORANDUM: deury.i. Pie instrument woo At theto timo e xA thotoorop found beof Inaequ d ate Igo linc baiowbon or sioniglity, reproduction because of An btooltouto, 100992001723 0042432 100992 001723 0042432 of photo copy, dkicalored paper, ota. widNone ond amigos woro mead of tho VON Order 2 Authorizing Payment of Appointee's Fees and Expenses was Mid Ind icardid. the ipstorment Page 12 Silverado Appx. 0031 No. 1-15-586-CV 3820 010BATE COURT 1 CAUSENO. CAUSE NO. 427,208— 4o MACKEY ("MACK") GLEN PETERSONPETERSON § PROBATE COURT INPROBATE IN COURT NO. 11 PETERSON; PETERSON; TONYA TONYA PETERSON PETERSON § Individually Individually and asNext and as Friendooff NextFriend § on RUBY PETERSON; DON LESLIE PETERSON; CAROL PETERSON, CAROL PETERSON, Individually and as Next § 31. "T1 FriendofRUBY Friend of RUBY PETERSON; PETERSON; and LONNY and LONNY § PETERSON, PETERSON, tv 7-7 rn vs. VS. twa SILVERADO SENIORLIVING, INC. "wa SILVERADO SENIOR LIVING, INC. § d/b/aSILVERADO d/b/a SENIOR SILVERADO SENIOR LIVING LIVING —— § SUGARLAND SUGAR LAND § HARRISC HARRIS OUNTY, COUNTY, TEXAS TEXAS ORDER GRANTING APPLICATION FORATTORNEY FEES PURSUANT TO ORDER GRANTING APPLICATION FOR ATTORNEY FEES PURSUANT TO RULE91a ORDER RULE ORDER ENTERED ONNOVEMBER ENTERED ON 2014 NOVEMBER 10, 2014 BEITREMEMBERED thaton BE IT REMEMBERED that thisday onthis day came beconsidered ontotobe cameon Defendant, considered Defendant, Silverado Silverado SeniorLiving, Senior Inc.d/b/aSilverado Living, Inc. SeniorLiving d/b/a Silverado Senior Living — —— SilveradoSeniorLiving, Sugar Silverado Inc.d/b/a Senior Living, Inc. d/b/a SilveradoSenior Silverado SeniorLivingSugar LandA Living Sugar Land PP licationforAttorney Application for Attorney FeesPursuant Rule91aOrder Fees Pursuant ttoo Rule 91a Order Entered OnNovember Entered On 10,2014 November 10, andtheCourt 2014 and after the Court after reviewin reviewing suchmotion, such motion, supplement, supplement, any any response response thereto, objections thereto, objections andresponse, and response,andoral and argument oral argument isoftheopinion is of the opinion tthat hatthisMotion this Motion iiss welltaken well takenshould should beinallthings be GRANTED. in all things GRANTED. ITISTHEREFORE IT ORDERED, IS THEREFORE ORDERED, thatSilverado that SeniorL Silverado Senior iving,IInc. Living, nc.d/b/aSilverado Senior d/b/a Silverado Senior Living s.•••9 Living —Sugar — SugarLand Landbbe eawarded awardedits costsaand itscosts ndattorneys’ attorneys' fees fees iinnthe amount of$ the amount of $ 13 • ITISFURTHER IT ORDERED, IS FURTHER ORDERED, that Silverado thatSilverado Senior Senior Living, Living, d/b/aSilverado Inc.d/b/a Inc. Silverado Senior Senior Living Living —Sugar — SugarLLand andbeawarded be awardedits costsaand itscosts ndattorneys’ attorneys' fees fees inthe amount of$ in the amount of $ r) not, --in an theevent the event of appeal, $$ 7S0 0 — ifplaintiff of appeal, filesaa WritofError if plaintiff files or Petition Writ of Error or Petition forReview for Review with with tr) theSupreme the SupremeCourt Court ofTexas, of and$ Texas, and ZSCIO =if the Writ ofError the Writ or Petition of Error or Petition for for R eview Review isGranted is Granted bytheSupreme CourtofTexas. by the Supreme Court of Texas. 4811-0648·8097.1 4811-0648-8097.1 Silverado Appx. 0032 No. 1-15-567-CV 1514 Allrelief All notexpressly relief not granted expressly granted hereinisisdenied. herein denied. SIGNEDthis SIGNED 7 144 dayof day of 2015. GPR1I G Approved andEntry Approved and Requested Entry Requested By: By: /S/Christian IS/ Christian R.J0hns0n R. Johnson JOSH DAVIS JOSH K. DAVIS StateBarNo. 24031993 State Bar No. 24031993 CHRISTIAN R.JOHNSON CHRISTIAN R. JOHNSON StateBarNo.24062345 State Bar No. 24062345 LEWISBRISBOIS LEWIS BRISBOISBISGAARD BISGAARD &SMITH, & LLP SMITH, LLP WeslayanTower, Weslayan Tower,Suite Suite1400 1400 24Greenway 24 Plaza Greenway Plaza Houston, Houston, Texas77046 Texas 77046 (713)659-6767 (713) 659-6767Telephone Telephone (713)759-6830 (713) 759-6830 Facsimile Facsimile ATTORNEYS FOR FORDEFENDANTS, DEFENDANTS, SILVERADO SILVERADO SENIOR SENIOR LIVING, LIVING, INC. D INC. /B/A D/B/A SILVERADO SILVERADO SENIOR SENIOR LIVING LIVING SUGAR SUGAR LAND LAND 481 4811-0648-8097.1 Silverado Appx. 0033 No. 1-15-567-CV 1515 427,208 NO. CAUSE 401 CAUSE NO. 427,208 MACKEY GLEN MACKEY ("MACK") GLEN PETERSON PETERSON INPROBATE NO.I COURT IN PROBATE COURT NO. 1 PETERSON; PETERSON; TONYA PETERSON TONYA PETERSON Individually and Next F as Next and as riendooff Friend § RUBY PETERSON;DON PETERSON; LESLIEPETERSON; DONLESLIE C1 ni RUBY PETERSON; § .0 0,1 PETERSON, CAROLPETERSON, CAROL andas Individually and asNext Next §§ Friend Friend ofRUBY PETERSON; and of RUBY PETERSON; LONNY and LONNY § PETERSON, PETERSON, Bl vs. VS. SILVERADO SILVERADO SENIOR SENIOR LIVING, LIVING, INC. INC. § SILVERADO d/b/a SILVERADO SENIOR SENIOR LIVING LIVING — § LAND SUGAR SUGAR LAND § HARRIS COUNTY, HARRIS TEXAS COUNTY, TEXAS DENYING ORDER TORECONSIDER MOTION 9la DISMISS TO MOTION ANDMOTIONSANCTIONS FOR ORDER DENYING MOTION TO RECONSIDER 91a MOTION TO DISMISS AND MOTION FOR SANCTIONS BEIT REMEMBERED BE IT REMEMBERED that on thisday that on cameon this day came tobe on to considered beconsidered Plaintiffs Motionto PlaintiffsMotion to Reconsider Rulings Reconsider with Affidavit ofInability Rulings with of Inability to PayandCounter to Pay Motion and Counter Motion forSanctions for and/or Sanctions and/or Application Application ofClean of Clean Hands Doctrine HandsDoctrine andBrief and Brief in ofMotion inSupport of Motion to Reconsider toReconsider andRescind and Rescind Rule 91A Dismissal Rule9lA ofSilverado Dismissal of Silverado and Sanctions Orders andSanctions andthe Orders and the Court after reviewing after reviewing such motion, suchmotion, briefing and any responses isoftheopinion and anyresponses thatthisMotion is of the opinion that andBrief this Motion and Brief in Support inSupport should be shouldbe DENIED. DENIED . Itistherefore ORDERED Motion Plaintiffs’ that and Rule Rescind 9la toReconsider It is therefore ORDERED that Plaintiffs' Motion to Reconsider and Rescind Rule 91a Dismissal Dismissal of Silverado andRequest ofSilverado forSanctions and Request for against Sanctions against Silverado Silverado andJosh and DavisisisHEREBY Josh Davis HEREBY DENIED. DENIED. Allrelief All relief not expressly notexpressly granted granted hereinisisdenied. herein denied. day of this 7 744 day SIGNED 7,1/2 IDING GE SIGNED this of 20447 4845-9192-5280.1 4845-9192-5280.1 Silverado Appx. 0034 No. 1-15-567-CV 1524 427,208 CAUSE NO. 427,208 —q-D MACKEY MACKEY ("MACK") GLEN PETERSON ("MACK") GLEN PETERSON § IN PROBATECCOURT INPROBATE OURTNO.l NO. 1 PETERSON; TONYA PETERSON PETERSON; TONYA PETERSON § Individually and asNext and as NextF riendooff Friend § RUBY PETERSON; RUBY DON LESLIEPETERSON;§ PETERSON;DONLESLIE PETERSON; CAROL CAROL PETERSON, Individuallyand PETERSON, Individually asNext andas Next § FriendofRUBY Friend PETERSON;and of RUBYPETERSON; and LONNY LONNY § PETERSON, § PETERSON, § VS. SILVERADO SENIORLIVING, SILVERADO SENIORLIVING,INC. INC. § d/b/a d/b/a SILVERADO SENIOR SILVERADO SENIOR LIVING LIVING —— — § SUGAR SUGAR LAND LAND § HARRISCOUNTY,TEXAS HARRISCOUNTY, TEXAS ORDER GRANTING BREACH OF PLAINTIFFS’ 91aMOTION SILVERADO’S BREACH AND/OR TRUST OF DUTY TODISMISS FIDUCIARY ORDER GRANTING SILVERADO'S 91a MOTION TO DISMISS PLAINTIFFS' BREACH OF TRUST AND/OR BREACH OF FIDUCIARY DUTY BE IT REMEMBEREDthat BEITREMEMBERED onthisday thaton to beconsidered came onto this daycameon Defendant,Silverado be considered Defendant,Silverado Senior Senior Living, Inc. d Living, Inc. /b/aSilverado d/b/a Senior Living Silverado Senior Living — SugarLLand's —Sugar and’sMotion Motionto DismissPursuanttoto to DismissPursuant TRCP R TRCP Rule 91a andtheCourt ule9laand afterrreviewing the Courtafter eviewing motion,supplement suchmotion, such and anyresponse supplement andany responsethereto is thereto is oftheopinion thattthis of the opinionthat hisMotion Motioniis akenshould wellttaken swell shouldbbe einallthings GRANTED. in all things GRANTED. claim forbreach PLAINTIFFS'claimfor PLAINTIFFS’ breachof oftrust and/orbreachof dutyis hereby trust and/or breach of fiduciary duty is hereby DISMISSED WITH PREJUDICE DISMISSED WITH as to PREJUDICE as Silverado Senior Living, Inc.d/b/aSilverado SeniorLiving to Silverado Senior Living, Inc. d/b/a Silverado Senior Living —Sugar Land. — Sugar Land. IT IS FURTHER IT IS ORDERED, thatSilveradoSeniorLiving,Inc.d/b/aSilveradoSenior FURTHER ORDERED, that Silverado Senior Living, Inc. d/b/a Silverado Senior Living SugarLandbeawarded its costsaand ndattomeys’ feesintheamount of$2,692.50. — Sugar Land be awarded itscosts Living — attorneys' fees in the amount of $2,692.50. IT IS FURTHERORDERED, thatSilveradoSeniorLiving,Inc.d/b/aSilveradoSenior IT IS FURTHER ORDERED, that Silverado Senior Living, Inc. d/b/a Silverado Senior Living SugarLandbeawarded its costsandattomeys’ Living — Sugar Land be awarded itscosts feesintheamount of$750intheevent and attorneys' fees in the amount of $750 in the event Plaintiffs’ motion reconsider, $10,000.00 intheeventofappeal, $7,500.00 ifplaintiff files to reconsider, $10,000.00 in the event of appeal, $7,500.00 if plaintiff filesaa Plaintiffs' file aa motion to WritofErrororPetition Writ of Erroror forReview withtheSupreme Court ofTexas, and$7,500.00 iftheWritof Petition for Review with the Supreme Court of Texas, and $7,500.00 if the Writ of Error Petition forReview isGranted bytheSupreme CourtofTexas. Error o orr Petition for Review is Granted by the Supreme Court of Texas. 4836-8349-2129.1 4836-8349-2129.1 Silverado Appx. 0035 No. 1-15-567-CV 1531 All not expressly granted hereinis All relief not is denied. D. this SIGNED SIGNED this 9 4-4 day of 2015. 0 ki J GE . a 4836-8349-2129.1 Silverado Appx. 0036 No. 1-15-567-CV 1532 Cause No. 4 Cause No. 27208 427208 INTHE GUARDIANSHIP OF IN THE GUARDIANSHIP OF § IN THE PROBATE INTHE PROBATE COURT COURT RUBY RUBY S.PETERSON, S. PETERSON, § NUMBER NUMBER ONE ONE (1)OF (1) OF § AN INCAPACITATED PERSON ANINCAPACITATED PERSON § HARRIS C HARRIS OUNTY, COUNTY, TEXAS TEXAS Cause No. 2 Cause No. 014-40980 2014-40980 MACKEY(“MACK”) MACKEY ("MACK")GLENGLEN PETERSON,§ PETERSON, § IN THE DISTRICT INTHE COURT O DISTRICT COURT OFF Individually Individually and Next F as Next and as riendooffRUBY Friend RUBY § PETERSON, DONLESLIE PETERSON, DON LESLIE PETERSON, PETERSON, § Individually Individually and Next F as Next and as riend Friend ofRUBY of RUBY §§ 0 PETERSON, andLONNY PETERSON, and LONNY P ETERSON, PETERSON, § Individually and Individually Next F as Next and as riendooffRUBY Friend RUBY § PETERSON, PETERSON, §§ Plaintiffs Plaintiffs §§ vs. vs. § HARRIS COUNTY, TEXAS HARRIS COUNTY, TEXAS § CAROL CAROL A MANLEY, DAVID NNEMANLEY, ANNE DAVID § PETERSON, SILVERADO PETERSON, SILVERADO SENIOR IVING§§ SENIORLLIVING FACILITY, TANA MCMILLON, FACILITY, TANA MCMILLON, DR. DR. § andDR. REBECCACLEARMAN, REBECCA CHRIS § MERKL, MERKL, CLEARMAN, and DR. CHRIS § §§ Defendants Defendants §§ JUDICIAL DISTRICT 129th JUDICIAL DISTRICT ORDER A ORDER PPROVING APPROVING APPOINTEE’S APPOINTEE'S FEES FEES &EXPENSES & EXPENSES BE IT REMEMBERED that BEITREMEMBERED on thisday that on this day came on forconsideration came on the Application for for consideration theApplication for Approval ofAppointee Approval Fees &Expenses of Appointee Fees & Expenses ofW.Russ Jones, who of W. Russ Jones, who was appointed Attorney Ad was appointed Ad Litem Ward herein, for the Proposed Ward Litem fortheProposed by order o herein, byorder Judge L offJudge oydH. Loyd on February H. Wright on February 25,2014, 25, 2014, and the Court, after reviewing andtheCourt, and supporting evidence, the application andsupporting reviewing theapplication is of the opinion tthat evidence, isoftheopinion hatthe the application application should should b granted; Itis,therefore, beegranted; It is, therefore, Silverado Appx. 0037 No. 1-15-567-CV 1614 . ORDERED ORDERED thattheApplication that the Application for Approval ofAppointee forApproval of Appointee Fees & Expenses of Fees &Expenses of Attorney Attorney AdLitem Ad W.Russ Litem W. Jonesbe, Russ Jones be,andthe sameisishereby and the same hereby g ranted, granted, and that Appointee W.Russ andthatAppointee W. Russ Jones Jones bepaidfrom be the Estate o paid from theEstate offRuby Ruby S.Peterson attorneys' feesand S. Peterson attomeys’ expenses inthe fees and expenses amount of in the amount of ,. 00 $$u.9 forwhich ,, for let executionissue whichletexecution ifnot issue elypaid. if not ely paid. 015, SIGNED SIGNED HarrisCounty, atHarris at County, Texas thisthe onthis Texas on of the ci / bay of ,, .. 0 By: DGESIDING GE " SIDING D P1 04 *it ‘ GIS Silverado Appx. 0038 No. 1-15-567-CV 1615 0 427,2081401 CAUSE NO. 427,208 0 0 MACKEY (“MACK") MACKEY GLEN PETERSON ("MACK") GLEN PETERSON § IN PROBATECCOURT INPROBATE OURTNO.I NO. I PETERSON;TONYA PETERSON PETERSON; TONYA PETERSON § Individuallyand Individually asNext and as Friendof NextFriend of § RUBY PETERSON; RUBY DON LESLIEPETERSON;§ PETERSON;DONLESLIE PETERSON; CAROL PETERSON, CAROL Individuallyand PETERSON, Individually asNext § 0 andas Next Friend of RUBYPETERSON; FriendofRUBY PETERSON;andand LONNY LONNY § PETERSON, PETERSON, § VS. VS. SENIORLIVING,INC. SILVERADO SILVERADO SENIOR LIVING, INC. § · d/b/a d/b/a SILVERADO SENIOR SILVERADO SENIOR LIVING LIVING - — § SUGAR SUGAR LAND LAND § HARRISCOUNTY,TEXAS HARRISCOUNTY, TEXAS ORDER GRANTING TTO TO PLEA ORDER MODIFY MOTION SILVERADO’S JURISDICTION HE GRANTINAMENDED GFIRST ORDER GRANTING SILVERADO'S MOTION TO MODIFY ORDER GRANTING FIRST AMENDED PLEA TO THE JURISDICTION BEIT REMEMBEREDthat BE IT REMEMBERED onthisday thaton came onto this daycameon be consideredDefendant,Silverado to be considered Defendant, Silverado Senior Living, Senior Inc. d Living, Inc. /b/aSSilverado d/b/a ilverado Senior Senior Living Living S ugar Sugar LandMotiontoModify Land Motionto OrderGranting First Modify Order Granting First AmendedPlea Amended to theJurisdiction Pleato andtheCourtafterreviewing suchmotiontogether with any the Jurisdiction and the Court after reviewing such motion together withany response thereto response isoftheopinion thatthisMotion iswelltakenshould beinallthingsGRANTED. thereto is of the opinion that this Motion is well taken should be in all things GRANTED. ItisHEREBY ORDERED, ADJUDGED andDECREEDthattheSecond ofthe It is HEREBY ORDERED, ADJUDGED and DECREED that the Second Paragraph of the OrderGranting FirstAmended PleatotheJurisdiction Order Granting First Amended Pleato isHEREBY STRICKEN and tobe the Jurisdiction is HEREBY STRICKEN and modified to be REPLACEDwiththefollowing: REPLACED with the following: ItisHEREBY ORDERED, andDECREEDthatPLAINTIFFS Carol It is HEREBY ORDERED, ADJUDGED and DECREED that PLAINTIFFS Carol PetersonandTonyaPeterson donothavestanding to bringclaimsonbehalfof Peterson and Tonya Peterson do not have standing to bring claims on behalf of RUBYPETERSON nextfriendsor otherwise.Thesolepersons withstanding to as next friendsor RUBY PETERSON as The sole persons with standing to bringclaims behalfof RUBYPETERSONre DavidPeterson,CarolManley on behalf of RUBY PETERSONaare bring claimson David Peterson, Carol Manley and/orherCourtappointed adlitems. and/or her Court appointed ad !items. Silverado Appx. 0039 No. 1-15-567-CV 2133 0 0 Allrelief expressly grantedherein All relief not expressly hereiniis sdenied. denied. this SIGNED this /2- day of 2015. •-, JUDGE Silverado Appx. 0040 No. 1-15-567-CV 2134 CAUSENo.427,208 NO. 427,208 -Ho \ MACKEY MACKEY ("MACK") ("MACK") GLEN GLEN PETERSON PETERSON § INPROBATE COURTNNO. IN PROBATECOURT O.lI PETERSON; PETERSON; TONYA TONYA PETERSON PETERSON § andasNext of Friend Individually and as Next Friend of § RUBY PETERSON;DONLESLIE RUBY PETERSON; DON LESLIEPETERSON;§ PETERSON; CAROL PETERSON, CAROL PETERSON, Individually Individuallyand asNext andas Next § 0 FriendofRUBY of RUBYPETERSON; PETERSON;andand LONNY LONNY § PETERSON, VS. VS. SILVERADO SENIOR SILVERADO SENIOR LIVING,INC. INC. § d/b/a SILVERADO SENIOR SILVERADO SENIOR LIVING LIVING — — § n SUGAR LAND SUGAR LAND §§ COUNTY,TEXAS HARRISCOUNTY,TEXAS MODIFIEDORDERGRANTINGSILVERADO’S FIRST FIRSTAMENDED AMENDEDPLEA TOTHE PLEATO THEJURISDICTION MODIFIED ORDER GRANTING SILVERADO'S JURISDICTION BEITREMEMBERED BE IT REMEMBEREDthat onthisday thaton this daycame tobeconsidered onto cameon be consideredDefendant, Defendant,Silverado Silverado SeniorLiving,Inc. d/b/a Silverado Senior Senior Living, Inc.d/b/aSilverado Living—Sugar Senior Living—- Land’sFirstAmended Plea tothe Sugar Land's First Amended Pleato the Jurisdiction Jurisdiction andtheCourt reviewing suchmotiontogether withsupplementation and any and the Court after reviewing such motion together with supplementation andany responsethereto isoftheopinion thatthisMotion iswelltakenshould beinallthingsGRANTED. response thereto is of the opinion that this Motion is well taken should be in all things GRANTED. ItisHEREBY ORDERED, ADJUDGED andDECREED thatPLAINTIFFS CarolPeterson It is HEREBY ORDERED, ADJUDGED and DECREED that PLAINTIFFS Carol Peterson andTonyaPeterson do nothave and Tonya Peterson do not standingtobring have standingto claimsonbehalf bring claimson ofRUBY PETERSON behalf of RUBY PETERSONas next as next friends friends or otherwise.Thesolepersonsw or otherwise. The sole persons ithstanding to bringclaims n behalf with standing to bring claimsoon of RUBY behalf of RUBY PETERSON areDavidPeterson, CarolManley and/orherCourtappointed adlitems. PETERSON are David Peterson, Carol Manley and/or her Court appointed ad litems. Allrelief notexpressly granted hereinisdenied. All relief not expressly granted herein is denied. SIGNEDthis dayof SIGNED this /2,4-4 day of AA 2015. 2015. J DGE SIDING ESIDING 4849-4764-0354.1 Silverado Appx. 0041 No. 1-15-567-CV 2135 ‘ ENTRY DATA DATA ENTRY PICK -UP THIS DATE PROBATE COURT I 1 NO.427,208 NO. 427,208 INRE:GUARDIANSHIP IN RE: GUARDIANSHIP OF OF § INTHE IN PROBATE THE PROBATE COURT COURT RUBYPETERSON, RUBY PETERSON, § NUMBER NUMBER ONE(1) ONE (1)OF OF ANINCAPACITATED AN INCAPACITATED PERSON PERSON § HARRIS COUNTY,TEXAS HARRIS COUNTY, TEXAS FINAL JUDGMENT Onthis day, ontobeheard came theFourth Amended Original Petition and Contest to On this day, came on to be heard the Fourth Amended Original Petition and Contest to Guardianship Guardianship Application, by Donny Leslie Application, filed byDonny Leslie Peterson Peterson aand ndMackey Mackey G lenPeterson, Glen Peterson, andthe and the Answer, Answer, Contest Contest theOriginal tothe to Petition Original Petition forAppointment for ofTemporary Appointment of TemporaryandPermanent and Guardian Permanent Guardian of the of thePerson andEstate Person and ofRuby Estate of RubyS. Peterson, S. Peterson, forDeclaratory for Judgment, Declaratory Judgment, andforAltemative and for Alternative Restraining Relief, Temporary Restraining Order,Temporary Order, Temporary Injunction Injunction andPermanent and Injunction, Permanent Injunction, and and supplements supplements thereto, byCarol thereto, filed by AnnManley Carol Ann andDavid Manley and Peterson, David Peterson, individually, individually, and and as Ruby as Ruby Peterson’s Peterson's underaa durable agentunder agent durablepower of attorney. powerof attomey.This Court, having reviewed havingreviewed thepleadings the pleadings makes thefollowing makes the 1. 1. This findings following findings ThisCourt by ‘ byaapreponderance preponderance hasjurisdiction Courthas finalization oftheguardianship Peterson”); oftheevidence: of jurisdiction ofthis the evidence: causeandretains of this cause estate of of the guardianship estate and retains jjurisdiction RubyS. of Ruby urisdiction S.Peterson, over the over Deceased Peterson, Deceased the ("Mrs. ("Mrs. Peterson"); 2. 2. ThisCourt This Courthas underthe venueunder has venue provisions the provisions of Section of Section1023.001 1023.001 theTexas ooff the Texas EstatesCode Mrs.Peterson’s as Mrs. Estates Code as permanent Peterson's permanent residencewas residence inHarris County, wasin County, Texas; Texas; 3. 3. Duenotice Due notice o offthepleading the pleading hasbeen givenas has been given asrequired required b byylaw; law; 4. 4. Mrs.Peterson, Mrs. Peterson,priorttooherdeath, prior her death, was servedw was served ithcitation with citation as required as required b byylaw; law; 5. 5. MackPeterson, Mack Peterson, DonPeterson Don andLonny Peterson and Lonny P eterson Peterson aappeared ppeared through through ttheir heirattomey attorney ofrecord, of record, Philip Philip Ross; Ross; 6. 6. CarolAnn Carol Manley AimManley andDavid and Peterson David Peterson appeared appeared through through their attorney their attorney ofrecord, of record, Sarah Sarah Patel Patel Pacheco; Pacheco; Silverado Appx. 0042 No. 1-15-586-CV 3948 7. 7. Theguardianship The estateooffMrs. guardianship estate Mrs. P eterson Peterson appeared appearedbyandthrough herattorney by and through her attomey adlitem, ad Russ W.Russ litem, W. Jones, Jones, licensed anattorney licensed an practice topractice to law intheState law of in the State of Texas; Texas; 8. 8. Mrs. Mrs. P eterson’s Peterson's fatherand father andmother aredeceased; mother are deceased; 9. 9. Mrs. Mrs. Peterson Peterson iswidowed. is widowed. 10. 10. Mrs.Peterson Mrs. Peterson has livingchildren: hasfive living MackPeterson, children: Mack DonPeterson, Peterson, Don Lonny Peterson, Lonny Peterson, Carol A nnManley a ndDavid Peterson(collectively,the"Parties”); Peterson, Carol Ann Manley and David Peterson (collectively, the "Parties"); 11. 11. Mrs. Peterson Mrs. Peterson has no permanent has no guardian ofher permanent guardian of her person orrestate; person o estate; Mrs.Peterson 12. Mrs. 12. Peterson executed executed Durable aaDurable Power Power ofAttorney, of Attomey, Appointment Appointment ofthe of the Durable Durable Power Power ofofAttomey Attorney ffor orHealth Directive Care,Directive Health Care, to Physicians, to Physicians, SaleofReal Sale Property, of Real Property, al.,on etal., et June23,1993 onJune (collectively, 23, 1993 (collectively, "Powerof "Power ofAttomey"), appointing Attorney"), appointing CarolAnn Carol Manley Manley andDavid and David Peterson Peterson aassher her agents; agents; 13. 13. Mrs.Peterson Mrs. Peterson ppurported mported revoke tthe ttoo revoke Power o hePower offAttomey Attorney d dated June 23, 1993 by atedJune23,1993 by instruments d atedNovember 1 5,2013; instruments dated November 15, 2013; 14. 14. Theinstruments The entitledRevocation instruments entitled Revocationof Previous of Previous P owerof Power of Attorney signedby Attomeysigned by Mrs.Peterson Mrs. datedNovember Peterson dated 15,2013 November 15, are voidandof 2013 are no effect. void and of no effect. 15. 15. ThePower The Power of Attorney dated ofAttorney June 23,1993 dated June and remains in is valid andremains 23, 1993 isvalid in effect; 16. 16. ThePower The ofAttomey Power of datedJune Attorney dated June23,1993 provides 23, 1993 provides aa least restrictive leastrestrictive altemative alternative to theappointment tothe guardian ofMrs. of a guardian appointment of of Mrs. P eterson’s Peterson's person andestate; person and estate; 17. 17. Peterson F ThePeterson The amilyTrust Family Trust NNo. (the"T1ust”) o.22 (the createdunder wascreated "Trust") was theLastWill underthe Last Will andTestament ofTroyPeterson, D eceased,dated 24, 1994. and Testament of Troy Peterson, Deceased, dated June 24, 1994. 18. 18. CarolAnn Carol Annand andDavid appointed wereappointed David were initialco-trustees asinitial as co-trusteesoftheTrust. of Since the Trust. Since appointment andthrough theirappointment their and through thethe Effective Date,CarolAnn Date, Carol Ann andandDavidhave David have acted acted accordance with inaccordance in with tthe terms ofthe heterms of the Trust and should andshould bereleased be from released from all all liability liability date. ttoo date. 19. 19. October 29,2014, OnOctober On resolveany to resolve 29, 2014, to disputes, anydisputes, theParties enteredinto the Parties entered binding into aa binding non-revocable mediated non-revocable mediated ssettlement ettlement agreement, pursuant agreement, to TexasEstates pursuant to Code Texas Estates Code Section 1 055.151,at theconclusion ofmediation (the“Agreement"); Section 1055.151, at the conclusion of mediation (the "Agreement"); 20. 20. Agreement, which TheAgreement, The which is attachedhhereto is attached as Exhibit eretoas Exhibit A andincorporated A and bythis incorporated by this reference reference as if fully as if fullyset setout verbatim, out verbatim, is valid, is binding, valid,binding, non-revocable, non-revocable, andinthe and in the best interestooff the best interest guardianship theguardianship estate of estate RubyS. of Ruby S. Peterson, andisishereby Peterson,and hereby approved; approved; 2 Silverado Appx. 0043 No. 1-15-586-CV 3949 21. 21. TheCourthastaken The Court has takenjudicial noticeofofits judicialnotice itsfileandthepriortestimony ininthis file and the prior testimony this proceeding. proceeding. 22. 22. Theevidence The evidenceddeveloped eveloped the abovefindings the findingsandsuchfindings and such findings ereeachfully wwere each fully proved a ndwere soproved i n supportofthisFinal J udgment. proved and were so proved in support of this Final Judgment. 23. This 23. Final udgment This FinalJJudgment should shouldbbe eentered totothe entered pursuant theterms oftheSettlement terms of the Settlement Agreement, Agreement,attached heretoasasExhibit attachedhereto ExhibitA. A. The TheC ourt Court furtherfinds byclear findsby clearand andcconvincing onvincingevidence that: evidence that: 1. 1. The ofMrs.Peterson’s willbeprotectedby thesefindings. The rights of Mrs. Peterson's property will be protectedbythese findings. Itisaccordingly, It is accordingly, ORDERED, ORDERED, thatFinalJudgmentis herebyenteredon the terms of the parties’ that Final Judgment is hereby entered on the terms of the parties' binding,non—revocable mediatedsettlementagreementwhichis attachedhereto as binding, non-revocable mediated settlement agreement which is attached hereto as ExhibitA, and whichis incorporatedhereinby referenceas if set forth verbatim, Exhibit A, and which is incorporated herein by reference as if set forth verbatim, pursuantto Section1055.151(c)of the TexasEstatesCode. Itisfurther, pursuant to Section 1055.151(c) of the Texas Estates Code. It is further, ORDERED thatallreliefnotexpressly grantedhereinisdenied. ORDERED that all relief not expressly granted herein is denied. SIGNED onthis "AAdayof ,2 SIGNED on this 1 Z day of -- Mid DGE Alrated. Ili • GE ' SIDIN A 3 Silverado Appx. 0044 No. 1-15-586-CV 3950 APPROV |0FORM: 0 FORM: C' ES,P ES, .C. P.C. By: By: |ELEL PACHECO PACHECO ROSS PHILIP ROSS :- (TBA (TBA ##17304200) 17304200) 0 ~|acheco .com ross law(&,hotmail.com R R BEDUZE 1006 Road 1006 Holbrook Road (TB · (TB 05) 5) San Antonio, SanAntonio, Texas Texas 78218 78218 ti kbeduze@craincaton.com 326-2100 (210)326-2100 (210) o Suite1700 1401McKinney, Suite 1700 1401 ui Houston, Houston, Texas Texas 77010-4035 77010-4035 CANDICE CANDICE SCHWAGER SCHWAGER (713) 658-2323 (713)658-2323 (TBA#24005603) (TBA #24005603) (713)658-1921 (713) 658-1921 (Facsimile) (Facsimile) schwagerlawfirmlive.com 1417Ramada Drive 1417 Attorneys Attorneysfor DavidPeterson for David Petersonand Ann and Carol Ann Houston, Houston, Texas 77062 Texas 77062 Manley (832) 315-8489 (832)315-8489 (713)583-0355 (713) 583-0355 (Facsimile) (Facsimile) Attorneys for Attorneys MackPeterson, for Mack Peterson,Lonny Peterson LonnyPeterson and and Don Don Peterson Peterson UNDERWOOD, UNDERWOOD, JONES& JONES &SCHERRER, SCHERRER, MACINTYRE, MACINTYRE, McCULLOCH, McCULLOCH, STANFIELD STANFIELD PLLC PLLC & YOUNG, LLP &YOUNG, LLP 44' RUSS W. |NE| W. RUSS OUN (TBA#109|805| (TBA #109 |A#0079 ((|TrA #0079 %To|)) law.com dones@ui law.com jill.young@mmlawtexas.com 5177Richmond 5177 Richmond Avenue, Suite505 Avenue, Suite 505 2900 Weslayan 2900Weslayan Street, Suite150 Street,Suite 150 Houston, Houston, 77056 Texas77056 Texas Houston, Houston, Texas 77027 Texas 77027 (713)552-1144 (713) 552-1144 (713) 572-2900 (713)572-2900 (281)768-8588 (281) 768-8588 (Facsimile) (Facsimile) (713) 572-2902 (713)572-2902 (Facsimile) (Facsimile) Attorney Ad Litem forRuby Attorney AdLitem for Ruby S. Peterson Peterson Guardian Guardian A AddLitem for Ruby S Litem forRuby S..Peterson Peterson 4 4 Silverado Appx. 0045 No. 1-15-586-CV 3951 C DMA ENTRY couRT1 PROBATE COURT I PICKUPT PICKUP HIS THISDATE DATE NO. NO.427,208 427,208 IN RE: GUARDIANSHIP IN RE: GUARDIANSHIPOF OF § IN THEP INTHEPROBATECOURT ROBATECOURT RUBY RUBY PETERSON, PETERSON, § NUMBER NUMBEROONE (1)OF NE(I) OF AN INCAPACITATED PERSON ANINCAPACITATED PERSON § HARRIS TEXAS HARRISCCOUNTY, OUNTY, TEXAS ORDERDENYINGMOTION ORDERDENYINGMOTIONTO TODISMISS DISMISS Onthis day,tthe On this day, heCourt Courtconsidered consideredtheMotion toDismiss, the Motionto by MackeyGlen Dismiss, filedbyMackey GlenPeterson, Peterson, Donny L Donny esliePPeterson, Leslie eterson, and LonnyPPeterson andLonny eterson (collectively, "Plaintiffs"). Afterconsidering (collectively, consideringthe the motion, any motion, any responses responses thereto, and e thereto, and vidence evidence submitted,the theC ourt Court thatPlaintif`fs’ findsthat Plaintiffs'Motion Motionto to Dismiss sshould Dismiss houldbedenied be denied initsentirety. istherefore, in its entirety. IIttis therefore, that Motion ORDERED isDENIED. toDismiss ORDERED that Plaintiffs' Motion to Dismiss is DENIED. SIGNED SIGNEDandENTERED this and ENTERED this J Z.. dayof day of , 201 070200/0000013 -I496583vl 070200/000001 376-1496583v1 Silverado Appx. 0046 No. 1-15-586-CV 3952 0 0 ASTOFORM: APPROVED APPROVED AS TO FORM: CRAIN, CRAIN, CATON &JAMES CATON & JAMES A Professional Corporation AProfessional Corporation By: SARAHPATEL SARAH PACHECO PATELPACHECO #00788164) (TBA#00788164) (TBA spacheco@craincaton.com KATHLEEN TANNER KATHLEEN TANNER BEDUZE BEDUZE (TBA#24052205) (TBA# 24052205) kbeduze@craincaton.com kbeduze@craincaton.com Five Center Houston Five Houston Center 1401McKinney, 1401 Floor McKinney, 17th Floor Houston, Houston, Texas 77010 Texas 77010 658-2323 (713)658-2323 (713) 658-1921 (713)658-1921 (713) (Facsimile) (Facsimile) Attorneys for David Attarneysfar David P eterson Peterson and Carol Ann andCarol Ann Manley Manley RECORDER'S MEMORANDUM: thettme of At the time of recordation, this Instrument was ;2 2 be found to be Inadequate for the best photographic 070200/000001 reproduction because of Illegibility, carbon or 1496583vl 376- 1496583y1 An photo copy, discolored paper, etc. All blackouts, additions and changes were present at the time the Instrument was flied and recorded. Silverado Appx. 0047 No. 1-15-586-CV 3953 0 CAUSENO. CAUSENO. 427,208-14D MACKEY MACKEY ("MACK") PETERSON GLENPETERSON ("MACK") GLEN §§ INPROBATE IN COURTNO. PROBATE COURT NO.I1 PETERSON; PETERSON; TONYA PETERSON TONYA PETERSON §§ Individually and Next F asNext and as riendof Friend of §§ RUBY PETERSON; RUBY PETERSON; LESLIE PETERSON;§ DONLESLIE DON PETERSON; § CAROL CAROL PETERSON, PETERSON, Individually Individually andas and asNext Next §§ Friend Friend ooffRUBY RUBY PETERSON; PETERSON; andLONNY and LONNY §§ PETERSON, PETERSON, §§ § VS. VS. §§ § SILVERADO SILVERADO SENIORLIVING, SENIOR INC. LIVING, INC. §§ d/b/a d/b/a SILVERADO SILVERADO SENIOR SENIOR LIVING LIVING —— §§ SUGAR SUGAR LAND LAND §§ HARRIS HARRIS COUNTY, TEXAS COUNTY, TEXAS ORDER ORDER GRANTING GRANTING SILVERADO’S SILVERADO'S MOTION MOTION FOR SUMMARY FORSUMMARY JUDGMENT JUDGMENT BE IT REMEMBERED that BEITREMEMBERED thisday onthis that on daycame cameontotobe on considered beconsidered Defendant, Defendant, Silverado Senior Senior Living, Living, Inc.d/b/a Inc. Silverado d/b/aSilverado Senior Senior Living Living —Sugar — Land's Motion SugarLand’s Motion ffor Summary Judgment, orSummary Judgment, theCourt andthe and Court after reviewing afterreviewing such motion suchmotion together together withsupplementation with supplementationandany and response anyresponse thereto thereto is is oftheopinion of the opinion that thisMotion thatthis iswell Motion is takenshould well taken shouldbeinallthings be GRANTED.I in all things GRANTED. ItisHEREBY It ORDERED, is HEREBY ORDERED, ADJUDGED andDECREED ADJUDGED thatallremaining and DECREED that claimsby all remaining claims by Plaintiffs Plaintiffs against Defendant against Defendant Silverado Silverado dismissed aredismissed are with prejudice. with prejudice. Allrelief All relief not expressly notexpressly granted granted hereinisisdenied. herein denied. this SIGNED SIGNED this / 2- day of dayof AO GE P SIDINGOL5 CID 4834·9222·94 I 4834-9222.9410.1 Silverado Appx. 0048 No. 1-15-567-CV 2145 DV DV , DATA-ENTRY DATA-ENTRY FILED PICK UP THIS DATE PM 6/8/2015 5:21:59 PM StanStanart Stan County Clerk County Clerk Harris Harris County County NO. 427,208 PROBATE COURT 1 1 INRE:GUARDIAN IN SHIPOF RE: GUARDIANSHIP OF §§ INTHEPROBATE IN COURT THE PROBATE COURT § RUBY PETERSON RUBY PETERSON §§ NO.ONE NO. ONE §§ ANALLEGED AN ALLEGEDINCAPACITATED INCAPACITATED § PERSON PERSON §§ HARRIS HARRIS COUNTY, COUNTY, TEXAS TEXAS 427,208 401 NO. 427,208 - 401 MACKEY("MACK") MACKEY ("MACK")GGLEN LENPETERSON, PETERSON, § § ININTHEDISTRICT COURT THE DISTRICT COURT PETERSON, PETERSON, Individually, Next Friend §§ Next Friend of RUBY of RUBYPETERSON, DONLESLIE PETERSON, DON LESLIE §§ PETERSON, PETERSON, Individually andandas Next asNext §§ ofRUBY Friend, of PETERSON, RUBY PETERSON, and and §§ LONNYPETERSON, LONNY Individuallyand PETERSON, Individually and §§ NextFriend Next FriendofofRUBY S.PETERSON, RUBY S. PETERSON, §§§ § Plaintiffs, Plaintiffs, § § V. V. §§ HARRIS HARRIS COUNTY, TEXAS TEXAS § CAROLANNEMANLEY, CAROL ANNE MANLEY, § DAVID DAVID PETERSON, SILVERADO §§§ PETERSON, SILVERADO SENIOR SENIOR LIVING, LIVING, INC., INC., d/b/a d/b/a Silverado §§ Senior L iving Senior Living — Sugar L and, —Sugar Land, §§ § Defendants. Defendants. § 129TH § JUDICIAL DISTRICT 129TH JUDICIAL DISTRICT NOTICE OFAPPEAL NOTICE OF APPEAL TO TO THE HONORABLE THE HONORABLE JUDGE JUDGE PRESIDING PRESIDING AND AND TO TO THE JUSTICES THE JUSTICES OFT OF HE THE FIRST ANDFOURTEENTH JUDICIAL DISTRICT COURTS OFAPPEALS:E FIRST AND FOURTEENTH JUDICIAL DISTRICT COURTS OF APPEALS: 1 Silverado Appx. 0049 No. 1-15-586-CV 3955 NOW COME, NOW COME, MACKEY MACKEY GLEN GLEN PETERSON, PETERSON, TONYA TONYA PETERSON, DON PETERSON, DON LESLIE PETERSON, LESLIE PETERSON, andLONNY PETERSON and LONNY PETERSON (("Plaintiffs"), "Plaintiffs”), by andthrough by and through undersigned undersigned counsel, andfiletheirNotice ofAppeal pursuant to and file their Notice of TRAPRule toTRAP Rule25.1, 25.1, andwould and showthe would show theCourt follows: asfollows: Court as 1 1 MACKEY GLEN PETERSON; TONYA PETERSON, LESLIE DON MACKEY GLEN PETERSON; TONYA PETERSON, DON LESLIE LONNY PETERSON, andLONNY PETERSON PETERSON, and PETERSON desireto desire toAppeal Appeal from from thefollowing the following Orders: A A Orderfor Order forSanctions inCause Sanctions in Nos. 4 Cause Nos. 27,208,and/or 427,208, 2014-40980, and/or 2014-40980, signed signed November onNovember on 10,2014; 10, 2014; B B Orderon Order DavidPeterson onDavid PetersonandCarol and AnnManley's Carol Ann Motionffor Manley's Motion or Sanctions Sanctions inCause in Nos.4427,208-401, Cause Nos. 27,208-401, signedon signed on November 10,2014; November 10, 2014; C C Ordergranting Order grantingDefendant Defendant Silverado Silverado SeniorL Senior iving,Inc. Living, Inc.d/b/a d/b/a Silverado Silverado SeniorLiving Senior Living— —Sugar SugarL and'sR Land's ule91amotion Rule to dismiss 91a motion to dismiss inCause in Cause Nos. 427,208, Nos. 427,208, signedon signed onNovember 10,2014; November 10, 2014; D D OrderGranting Order GrantingAuthority Authority forGuadian (sic)adlitem for Guadian (sic) andAttorney ad litem and ad Attorney ad litem ExecutePeterson toExecute litem to Peterson Rule11Agreement Rule 11 Agreement inCause Nos.427,208, in Cause Nos. 427,208, signedon signed November onNovember 7,2014; 7, 2014; E E OrderGranting Order GrantingAuthority forGuadian (sic)adlitem for Guadian (sic) andAttorney ad litem and ad Attorney ad litem toExecute Peterson Rule llAgreement inCause Nos. 427,208- litem to Execute Peterson Rule 11 Agreement in Cause Nos. 427,208- 401,signed November onNovember 401, signed on 7,2014; 7, 2014; 2 Silverado Appx. 0050 No. 1-15-586-CV 3956 F F Order Order denying denying motion motion reconsider toreconsider to 91amotion 91a motion dismiss todismiss to andmotion and motion forsanctions, signed for signedon on January 9,2015; 9, 2015; G G Ordergranting application Order application forattorney's for attorney's fees fees pursuant to Rule9la pursuant to Rule 91a Order entered onNovember 10,2014, signed 9,2015; onJanuary Order entered on November 10, 2014, signed on January 9, 2015; H H Ordergranting Order grantingSilverado's Silverado's amended first amended pleato plea to thejurisdiction, the jurisdiction, signedon signed onJanuary January 9 9,,2015; 2015; II Ordergranting Order grantingSilverado's Silverado's 9la motion 91a motionto dismissPlaintiffs' todismiss Plaintiffs'breach of breach of trust and/orbbreach trust and/or reachof offiduciary duty,ssigned fiduciary duty, ignedon on January January 9 9,,2015; 2015; inCause in CauseNo. No.427,208 and/or 427,208 and/or No.427,208-401 No. styled 427,208-401 styled MACKEY MACKEY GLENPETERSON; GLEN PETERSON;TONYA TONYA PETERSON, PETERSON, Individually Individually and and as Next asNext Friendof Friend RUBYPETERSON; of RUBY PETERSON;DON DONLESLIEPETERSON; CAROL LESLIE PETERSON; CAROL PETERSON, Individually PETERSON, Individually andas and Friendof NextFriend asNext ofRUBY PETERSON; RUBY PETERSON; andLONNY PETERSON v.CAROL ANNE MANLEY, and LONNY PETERSON v. CAROL ANNE MANLEY, DAVID DAVID PETERSON, PETERSON, SILVERADO SILVERADO SENIOR SENIOR LIVING, LIVING, INC., INC., d/b/a d/b/a Silverado Silverado Senior Living— SeniorLiving —Sugar and,ppending SugarLLand, endingiin nProbate Probate C ourtN Court o.One, No. One, Harris County, County, Texas. Texas. JJ FinalJudgment Final Judgment approving mediatedsettlement approvingmediated settlementagreement agreement in the in the guardianship guardianship of of Ruby Peterson, Cause RubyPeterson, Cause No.427,208, signedon No. 427,208, signed May onMay l2,2015. 12, 2015. 3 Silverado Appx. 0051 No. 1-15-586-CV 3957 K K Orderdenying Order denyingmotion motionto dismissthe to dismiss ofRubyPeterson, theguardianship of Ruby Peterson, CauseNo. Cause No.427,208, signedon 427,208, signed May12,2015. onMay 12, 2015. L L Ordergranting Order Silverado's granting Silverado's motion motion to modifyordergranting to modify first order granting first amendedpplea amended leato signedon thejurisdiction, signed to the on May12,2015, inCause May 12, 2015, in Cause No.427,208 and/orNo. No. 427,208 and/or No.427,208-401 427,208-401 styled MACKEY styledMACKEY GLEN GLEN PETERSON; TONYA PETERSON; TONYA PETERSON, PETERSON, Individually Individually and as Next and as Next Friend ofRUBY Friend of PETERSON; RUBY PETERSON; DONLESLIE DON PETERSON; LESLIE PETERSON; CAROL CAROL PETERSON, Individuallyand PETERSON, Individually andas NextFriendofRUBYPETERSON; as Next Friend of RUBY PETERSON; andLONNY and PETERSON LONNY PETERSON CAROL v.CAROL v. ANNEMANLEY, ANNE DAVID MANLEY, DAVID PETERSON, SILVERADO PETERSON, SILVERADO SENIOR SENIOR LIVING, LIVING, INC.,d/b/a INC., d/b/aSilverado Silverado Senior Living— SeniorLiving —Sugar and,ppending SugarLLand, endingiin Probate C nProbate ourtN Court No. One, H o.One, arris Harris County, County, Texas. Texas. M Modified Ordergranting grantingSilverado'sfirst amended pleato the tothe M Modified Order Silverado's first amended plea jurisdiction, jurisdiction, signed on May12,2015, signed on inCause May 12, 2015, in CauseNo. No.427,208 and/or 427,208 and/or No. 427,208-40l No. 427,208-401 styledMACKEY styled GLENPETERSON; MACKEY GLEN TONYA PETERSON; TONYA PETERSON, Individually PETERSON, Individually andas and Friendof NextFriend asNext ofRUBY PETERSON; RUBY PETERSON; DON PETERSON; CAROL LESLIE PETERSON; DONLESLIE PETERSON, Individually CAROL PETERSON, and Individually and NextFriend asNext as ofRUBY Friend of PETERSON; RUBY PETERSON; andLONNY and PETERSON LONNY PETERSON v. v. CAROLANNE CAROL ANNEMANLEY, DAVID MANLEY, DAVID PETERSON, PETERSON, SILVERADO SILVERADO 4 Silverado Appx. 0052 No. 1-15-586-CV 3958 SENIOR LIVING,INC., SENIORLIVING, INC.,d/b/aSilverado SeniorLiving d/b/a Silverado Senior Living — SugarLand, —Sugar Land, pendingin pending inProbate CourtNo. Probate Court No.One, HarrisCounty, One, Harris County,Texas. Texas. 22 Thedatesof theOrdersappealed The dates of the fromare Orders appealed from November7, areNovember 2014,November 7, 2014, 10, November 10, 2014,JJanuary 2014, 9,2015, anuary9, andMay12,2015. 2015, and May 12, 2015. MACKEYGLEN 3 MACKEY 3 PETERSON,TONYAPETERSON,DON GLEN PETERSON, LESLIE TONYA PETERSON, DON LESLIE PETERSON, andLONNY PETERSON, and PETERSON LONNY PETERSON desireto desire appeal. to appeal. MACKEY 44 MACKEY GLEN GLEN PETERSON PETERSON TONYA TONYA PETERSON, PETERSON, DONLESLIE DON LESLIE PETERSON, PETERSON, andLONNY PETERSON d and LONNY PETERSON esireto desire to appeal theFirst appeal ttoo the Fourteenth orFourteenth First or CourtofAppeals, Court Texas. Houston,Texas. of Appeals, Houston, MACKEYGLEN 5 MACKEY 5 PETERSON,TONYAPETERSON, GLEN PETERSON, DONLESLIE TONYA PETERSON, DON LESLIE PETERSON, andLONNY PETERSON, and PETERSON LONNY PETERSON are the parties filing thisappeal. arethe this appeal. 66 ThisNotice This ofAppeal Notice of Appeal isbeing servedon is being served on all to thecourt's allparties to the court's O rders. Orders. WHEREFORE, MACKEYGLEN WHEREFORE, MACKEY GLENPETERSON, TONYA PETERSON, TONYA PETERSON, PETERSON, DONLESLIE PETERSON, DON LESLIE PETERSON, and LONNY PETERSON andLONNY erebyfilethisnoticeof PETERSON hhereby file this notice of Theyalsoclaim appeal.They appeal. suchfurther also claim such reliefto furtherrelief whichthey towhich theymay bejustlyentitled. maybe justly entitled. Respectfully Respectfully submitted, submitted, PhilipM. Philip M.Ross Ross SBN17304200 SBN 17304200 1006Holbrook 1006 Holbrook Road Road SanAntonio, San Texas78218 Antonio, Texas 78218 210/326-2100 Phone:210/326-2100 Phone: Email:rross_law@hotmail.com Email: oss_law@hotmail.com By: /s/ By: /s/ Philip M.Ross M. Ross PhilipM.Ross Philip M. Ross 55 Silverado Appx. 0053 No. 1-15-586-CV 3959 Candice Candice Schwager Schwager Drive 1417Ramada Drive 1417 Houston, Houston, TX77062 TX 77062 Phone: Phone: 832—315—8489 832-315-8489 FAX: 713-583-0355 FAX: 713-583-0355 Attorneys GLEN MACKEY Attorneys for MACKEY GLEN PETERSON, PETERSON, TONYAPETERS TONYA ON, PETERSON, DONLESLIE DON LESLIE PETERSON, PETERSON, andLONNY and LONNY PETERSON PETERSON CERTIFICATE CERTIFICATE OFSERVICE OF SERVICE thataa true herebycertify that II hereby andcorrect copy trueand oftheabove copyof document the above document wase- was e- filedand filed byemail sentby and sent electronic orelectronic email or deliverybbyyagreement delivery agreement to: to: SarahPacheco Sarah Pacheco JillYoung Jill Young Kathleen B Kathleen eduze Beduze Maclntyre, McCulloch, Maclntyre, McCulloch, Stanfield, Stanfield, Young, LLP Young,LLP Crain,Caton Crain, Caton& &James, PC James, PC 2900Weslayan, 2900 Suite150 Weslayan, Suite 150 1401 McKinney 1401McKinney St.,Suite1700 St., Suite 1700 Houston,TX77027 Houston, TX 77027 Houston,TX77010Josh Houston, TX 77010 Davis Josh Davis RussJones Russ Jones Lewis Lewis Brisbois Bisgaard& BrisboisBisgaard Smith,LLP & Smith, LLP Underwood, Underwood, Jones, Scherrer& Jones, Scherrer & Weslayan Weslayan T ower,Suite1400 Tower, Suite 1400 Malouf,PLLC Malouf, PLLC 24Greenway 24 Plaza Greenway Plaza 5177 Richmond 5177Richmond Suite 5 Ave., Suite Ave., 05 505 Houston, Houston, TX77046 TX 77046 Houston, Houston, TX77056 TX 77056 on June8,2015./s/ onJune 8, 2015. M.Ross /s/ Philip M. Ross Philip M.Ross Philip M. Ross 6 Silverado Appx. 0054 No. 1-15-586-CV 3960 DV FILED 6/17/201511:11;11 AM 6/17/2015 11:11:11 AM Stan Stan Stanart County Clerk Harris County NO. 427,208 — 401 401 PROBATE COURT 1 [formerly [formerlyCause CauseN o.22014-40980] No. 014-40980] MACKEY MACKEY(("MACK") "MACK")GLEN GLENPETERSON, PETERSON,§§ INTHEPROBATE IN THE PROBATECOURT COURT PETERSON, PETERSON, Individually, Next Next Friend § ofRUBYPETERSON, of RUBY PETERSON, DONLESLIE DON LESLIE § [transferredfromthe from the 12915 PETERSON, PETERSON, Individually and asNext and as Next § Judicial JudicialDDistrict istrictCourt] Court] Friend,of Friend, of RUBYPETERSON, RUBY PETERSON, andand LONNY LONNY PETERSON, PETERSON, Individually Individuallyaand nd § NextFriendofRUBYS.PETERSON, Next Friend of RUBY S. PETERSON, § Plaintiffs, Plaintiffs, § v. V. NO. ONE § CAROL CAROL ANNE ANNE MANLEY, § DAVID DAVID PETERSON, PETERSON, SILVERADO SILVERADO SENIOR SENIOR LIVING, LIVING, IINC., NC.,d/b/a d/b/a Silverado § Senior Living SugarLLand, —Sugar Living — and, §§ Defendants. § HARRIS Defendants. HARRISCOUNTY, COUNTY,TEXAS TEXAS . AMENDED NOTICE OFAPPEAL AMENDED NOTICE OF APPEAL TO THEHONORABLE JUDGEPRESIDING AND TOTHEJUSTICES OFTHE TO THE HONORABLE JUDGE PRESIDING AND TO THE JUSTICES OF THE FIRSTAND FOURTEENTH JUDICIAL DISTRICT COURTS OF APPEALS: FIRST AND FOURTEENTH JUDICIAL DISTRICT COURTS OF APPEALS: NOWCOME,MACKEYGLENPETERSON, TONYAPETERSON,DON NOW COME, MACKEY GLEN PETERSON, TONYA PETERSON, DON LESLIEPETERSON,and LONNYPETERSON("Plaintiffs"),by_and through LESLIE PETERSON, and LONNY PETERSON ("Plaintiffs"), by and through undersignedcounsel,and theirAmended NoticeofAppeal ursuantto TRAP undersigned counsel, and file their Amended Notice of Appealppursuant to TRAP Rule25.1,andwould show theCourtasfollows: Rule 25.1, and would show the Courtas follows: 1 MACKEYGLEN PETERSON;TONYAPETERSON,DON LESLIE 1 MACKEY GLEN PETERSON; TONYA PETERSON, DON LESLIE PETERSON,andLONNY PETERSON timelyfiledtheirNoticeofAppealfrom PETERSON, and LONNY PETERSON timely filed their Notice of Appeal fromaa 11 Silverado Appx. 0055 No. 1-15-567-CV 2155 finaljudgment final judgment a nd various ordersof and orders of thetrial inCause courtin the trial court CauseNos.427,208 and Nos. 427,208 and 427,208-401 427,208-401 on June8,2015.OnJune15,2015, on theProbate June 8, 2015. On June 15, 2015, the Probate Clerk the Clerknotified the separate undersigned undersigned counsel that separate notices counsel that notices o appeal n offappeal need to befiledforeach eedto case. be filed for each case. Therefore, Plaintiffs Therefore, Plaintiffs are now filing arenow amended filing amended nnotices oticesof appeal ffor ofappeal oreach each case. case. 2 2 MACKEY MACKEY GLEN GLEN PETERSON; PETERSON; TONYA TONYA PETERSON, DON PETERSON, LESLIE DON LESLIE Appeal PETERSON, andLONNY PETERSON, and PETERSON LONNY PETERSON desire to Appeal from desireto from thefollowing the following Orders: Orders: 2014—40980, A A Orderfor Order Sanctionsin for Sanctions Cause Nos. 427,208, a inCauseNos.427,208, nd/or2014-40980, and/or signedon signed on November 10,2014; November 10, 2014; B B Orderon Order DavidPeterson onDavid Petersonand Carol A andCarol nnManley's Ann Manley's Motion for Motionfor Sanctions Sanctions inCause in Nos.4427,208-401, Cause Nos. 27,208-401, signed on November signedon 10,2014; November 10, 2014; C C Ordergranting Order Defendant grantingDefendant Silverado Silverado Senior Living,Inc. SeniorLiving, Inc.d/b/a d/b/a Silverado Living— SugarL and'sR ule91amotion to dismiss SeniorLiving Silverado Senior —Sugar Land's Rule 91a motion to dismiss inCause in Nos.4427,208 Cause Nos. and/or4427,208-401 27,208and/or 27,208-40l signedon signed November onNovember 10, 10, 2014; 2014; D D OrderGranting Order Granting forGuadian Authority for (sic)adlitem Guadian (sic) andAttorney ad litem and ad Attorney ad litemto litem Peterson ExecutePeterson toExecute Rule 11 Agreement inCause Rule11Agreement Nos.4427,208- in Cause Nos. 27,208- 401,signed November 7 on November 401, signed on 2014; 7,, 2014; E E Order denyingmotion Orderdenying motionto reconsider toreconsider 91amotion 91a dismissand todismiss motion to andmotion motion forsanctions, for signedon sanctions, signed January 9 onJanuary 9,,2015; 2015; 2 Silverado Appx. 0056 No. 1-15-567-CV 2156 FF Order Order granting applicationforattorney's for attorney'sfees feespursuant toRule91a pursuantto Rule 91a · Order Order eentered nteredon November 10,2014, onNovember 10, 2014,ssigned ignedon January99,,2015; onJanuary 2015; G G Order ggranting Order rantingSSilverado's ilverado‘sfirstamended first amendedpplea leato tothejurisdiction, the jurisdiction, signed January99,,2015; on January signed on 2015; H H Order Order ggranting rantingSSilverado's ilverado‘s 91amotion dismissPPlaintiffs' todismiss 91a motionto laintiffs' breach breachof of trust and/or trust and/or bbreach reachoffiduciary of fiduciarydduty utyinCause in CauseNo.427,208 No. 427,208aand/or nd/orNNo. o. 427,208—401, 427,208-401, signed January99,,2015; onJanuary signedon 2015; II Order Order A pproving ApprovingAppointee Fees in CauseNos. AppointeeFeesinCause Nos.4427,208 27,208aand/or nd/or 2014—40980, 2014-40980, signed on January signed on January99,,2015; 2015; JJ Ordergranting Order granting Silverado‘s Silverado'smotion to modifyordergranting motionto modify order grantingfirst first amendedplea to thejurisdiction amended plea to the jurisdictioniin n CauseNo.427,208 Cause No. 427,208 and/or and/orN o. No. 427,208—401,signedonMay12,2015; 427,208-401, signedon and May 12, 2015; and K K ModifiedOrdergranting Silverado‘s firstamendedleato Modified Order granting Silverado's first amendedpplea the to the jurisdiction inCauseNo.427,208and/orNo.427,208-401, signedon jurisdiction in Cause No. 427,208 and/or No. 427,208-401, signedon May12,2015. May 12, 2015. 33 Thedates of_theOrdersappealed fromareNovember The dates of the Orders appealed fromare 7,2014,November 10, November 7, 2014, November 10, 2014,January9,2015,andMay12,2015. 2014, January 9, 2015, and May 12, 2015. 44 MACKEY MACKEY GLENPETERSON, TONYA PETERSON,DONLESLIE GLEN PETERSON, TONYA PETERSON, DON LESLIE PETERSON,andLONNY PETERSON desiretoappeal. PETERSON, and LONNY PETERSON desire to appeal. 3 3 Silverado Appx. 0057 No. 1-15-567-CV 2157 55 MACKEY MACKEY GLEN GLEN PETERSON PETERSON TONYA TONYA PETERSON, PETERSON, DON LESLIE DON LESLIE PETERSON, PETERSON,and LONNYPETERSON andLONNY PETERSONdesire appealtototheFirst desiretotoappeal rFourteenth the Firstoor Fourteenth Texas. CourtofAppeals, of Appeals,H ouston, Texas. Houston, 66 MACKEY MACKEY GLEN GLEN PETERSON, PETERSON, TON TONYA YAPETERSON, PETERSON,DON LESLIE DON LESLIE PETERSON, andLONNY PETERSON PETERSON, and LONNY PETERSONare the thisappeal. are the parties filing this appeal. 77 ThisNotice ofAppealisbeingserved onallparties This Notice of Appeal is being servedon to thecourt'sOrders. all parties to the court's Orders. WHEREFORE, MACKEY GLEN PETERSON, TONYA PETERSON, WHEREFORE, MACKEY GLEN PETERSON, TONYA PETERSON, DONLESLIE PETERSON,andLONNY PETERSONherebyfilethisamended DON LESLIE PETERSON, and LONNY PETERSON hereby file this amended noticeof appeal.Theyalsoclaimsuchfurther to whichtheymaybejustly notice of appeal. They also claim such further relief to which they may be justly entitled. entitled. Respectfully submitted, Respectfully submitted, · 1006 Holbrook 1006 San Road PhilipM.Ross SBN 17304200 Philip M. Ross SBN 17304200 Holbrook Antonio, Phone: Texas 78218 Road 210/326-2100 San Antonio, Texas 78218 ross_law@hotmail.com Email: Phone: 210/326-2100 By: /s/ M.Ross Email: ross_law@hotmail.com Philip M.Ross By: /s/ Philip M. Ross Candice Schwager Philip M. Ross 1417 Ramada Drive Candice Schwager Houston, TX77062 1417 Ramada Drive Phone: 832-315-8489 Houston, TX 77062 713-583-0355 FAX: Phone: 832-315-8489 FAX: 713-583-0355 forMACKEY Attomeys GLEN PETERSON, Attorneys forTONYAPETERSON, MACKEY GLEN DON LESLIE PETERSON, PETERSON, andLONNY TONYA PETERSON, DON LESLIE PETERSON, and LONNY PETERSON 44 Silverado Appx. 0058 No. 1-15-567-CV 2158 CERTIFICATE CERTIFICATEOFSERVICE OF SERVICE I thata and copyoftheabove wasc- I hereby certify that a true and correct copy of the above document was e- filcd filedand sentbby andsent yemail emailoror electronic deliveryby by agreementto: to: Sarah Pacheco Jill JillYYoung oung Kathleen KathleenBBeduze eduze Maclntyre,McCulloch, Maclntyre, McCulloch, Stanfield,Young, LLP Young, LLP Crain, Crain,Caton Caton& &James, James,PCPC 2900Weslayan, Suite 2900 Weslayan, Suite150 150 iP 1401McKinney St.,Suite 1401 McKinney St., Suite1700 1700 Houston,TX77027 Houston, TX 77027 Houston, TX77010 Houston, TX 77010 JoshDavis Josh Davis RussJones Russ Jones LewisBrisboisBisgaard& LLP Lewis Brisbois Bisgaard & Smith, LLP Jones,Scherrer& Underwood, Jones, Scherrer & WeslayanTower,Suite1400 tt, Malouf,PLLC Weslayan Tower, Suite 1400 Plaza 24Greenway Malouf, PLLC 24 Greenway Plaza 5177Richmond Ave.,Suite505 Houston,TX 77046 5177 Richmond TX77056Ave., Suite 505 Houston, TX 77046 Houston, Houston, TX 77056 onJune16,2015. on June 16, 2015. /s/ M.Ross /s/ Philip PhilipM.RossM. Ross Philip M. Ross 5 Silverado Appx. 0059 No. 1-15-567-CV 2159 ANA)I PROBATECOURT PROBATE 16/16/2015 COURT 1 FILED 6/16/2015 9:50:35 AM -Stan Stan Stanart County Clerk County Harris County 427,208 NO. NO. 427,208 INRE:GUARDIANSHIP OF § COURT INTHEPROBATE IN RE: GUARDIANSHIP OF §§ IN THEONE PROBATE COURT RUBYPETERSON RUBY PETERSON . NO.ONE §§ NO. . ANALLEGEDINCAPACITATED § AN ALLEGED INCAPACITATED § PERSON HARRIS § § HARRIS TEXAS COUNTY, PERSON COUNTY, TEXAS NOTICEOFAPPEAL AMENDED AMENDED NOTICE OF APPEAL TOTHEHONORABLE JUDGE PRESIDING ANDTOTHEJUSTICES OFTHE AND FOURTEENTHJUDICIAL DISTRICT COURTS OFAPPEALS: TO THE HONORABLE JUDGE PRESIDING AND TO THE JUSTICES OF THE FIRST FIRST AND FOURTEENTH JUDICIAL DISTRICT COURTS OF APPEALS: NOWCOME,MACKEY GLEN PETERSON,TONYA PETERSON,DON NOW COME, MACKEY GLEN PETERSON, TONYA PETERSON, DON LESLIEPETERSON,and LONNYPETERSON by and through LESLIE PETERSON, and LONNY PETERSON ("Plaintiffs"), by and through counsel,and undersigned NoticeofAppeal Amended to TRAP undersigned counsel, and file their Amended Notice of Appeal pursuant to TRAP the show Rule25.1,andwould asfollows: Rule 25.1, and would show the Court as follows: 1 GLEN PETERSON;TONYAPETERSON,DON LESLIE 1 MACKEY GLEN PETERSON; TONYA PETERSON, DON LESLIE PETERSON andLONNY PETERSON, timely theirNoticeofAppealfroma PETERSON, and LONNY PETERSON timely filed their Notice of Appeal from a finaljudgmentandvariousordersof thetrialcourtin CauseNos.427,208and final judgment and various orders of the trial court in Cause Nos. 427,208 and 427,208-40lon June8, 2015. On June15, 2015,the ProbateClerk the 427,208-401 on June 8, 2015. On June 15, 2015, the Probate Clerk notified the noticesofappealneedto be counselthatseparate undersigned foreachcase. Plaintiffs Therefore, arenow · undersigned counsel that separate notices of appeal need to be filed for each case. amended noticesofappealforeachcase. 2Therefore, MACKEY GLEN PETERSON; TONYA PETERSON, DON LESLIE Plaintiffs are now filing amended notices of appeal for each case. 2 MACKEY GLEN PETERSON; TONYA PETERSON, DON LESLIE desireto Appealfromthe following andLONNYPETERSON PETERSON, Orders:1 PETERSON, and LONNY PETERSON desire to Appeal from the following Orders: 1 Silverado Appx. 0060 No. 1-15-586-CV 3961 A A Judgment approvingmediated Final Judgment mediatedsettlement agreementinthe settlementagreement in the guardianship guardianship ofRuby Peterson,Cause of RubyPeterson,CauseN No. 427,208,signed o.427,208, onMay signedon May 12, 2015. 12, 2015. B B Order Order ddenying enying m odismiss otiontto motion the guardianshipofRuby dismisstheguardianship of RubyPeterson, Peterson, Cause Cause N 427,208, signed o.427,208, No. nMay12,2015. signedoon May 12, 2015. C C Order for Order for S anctions Sanctions in inCauseNos.427,208, CauseNos. and/or2014-40980, 427,208,and/or2014-40980, signed signed on November 10, on November 10,2014; 2014; D D Order Order G rantingAuthorityforGuadian Granting for Guadian((sic) and Attorneyad ad litemandAttorney sic)adlitem ad litem Execute PPeterson to Execute litem to eterson RRule ule11Agreement in CauseN 11 AgreementinCause o.427,208, No. 427,208, signed on November signed on November77,,2014; 2014; E E Order A Order ApprovingAppointee pprovingAppointeeFees inCauseNos.427,208and/or Fees in Cause Nos. 427,208 and/or 2014-40980, signedoonnJanuary 2014-40980, signed 9,2015;and January 9, 2015; and FF PaymentofAppointee Order AuthorizingPayment Order FeesandExpenses Pursuant of Appointee Fees and Expenses Pursuant TexasEstates to Texas to Code Section 1054.055 fortheTime Period March Estates Code Section 1054.055 for the Time Period March 27,2014 throughOctober 31,2014inCauseNo.427,208,signed n 27, 2014 through October 31, 2014 in Cause No. 427,208, signedoon 9,2015. January 9, 2015. 33 ThedatesoftheOrdersappealed fromareNovember The dates of the Orders appealed fromare 7,2014,November 10, November 7, 2014, November 10, 2014,January9,2015,andMay12,2015. 2014, January 9, 2015, and May 12, 2015. MACKEY 44 MACKEY GLENPETERSON, TONYA PETERSON,DONLESLIE GLEN PETERSON, TONYA PETERSON, DON LESLIE PETERSON, andLONNY PETERSON desiretoappeal. PETERSON, and LONNY PETERSON desire to appeal. 2 Silverado Appx. 0061 No. 1-15-586-CV 3962 MACKEY GLEN 5 MACKEY GLEN PETERSON TONYA PETERSON, DON LESLIE PETERSON,LESLIE PETERSON, LONNY PETERSON, and and LONNY PETERSON PETERSON desire desire to to appeal to theFirst to the orFourteenth First or ofAppeals, Court of Houston,Texas. Appeals, Houston, Texas. 6 MACKEY GLEN PETERSON, TONYA PETERSON, DONLESLIE 6 MACKEY GLEN PETERSON, TONYA PETERSON, DON LESLIE PETERSON, andLONNY PETERSON, and LONNYPETERSON are the PETERSON are the parties filing this appeal. this appeal. 77 ThisNotice This Noticeof ofAppeal Appeal isbeing servedoonnall is being served allparties parties to thecourt's tothe Orders. court's Orders. WHEREFORE, WHEREFORE, MACKEYGLEN PETERSON, MACKEY GLEN PETERSON, TONYAPETERSON, TONYA PETERSON, DONLESLIEPETERSON, DON andLONNY LESLIE PETERSON, and PETERSONherebyfile LONNY PETERSON thisamended hereby file this amended noticeofappeal. notice Theyalsoclaim of appeal. They suchfurther also claim such reliefto further relief towhich theymay whichthey bejustly maybe justly entitled.Respectfully entitled. submitted, Respectfully submitted, Philip Philip M.Ross M. Ross 17304200 SBN17304200 SBN 1006 1006 H olbrook Holbrook Road Road San Antonio, T SanAntonio, exas78218 Texas 78218 Phone: 210/326-2100 Phone: 210/326-2100 Email: Email: ross__law@hotmai1.com ross_law@hotmail.com By: /s/ By: /s/ Philip M.Ross M. Ross PhilipM.Ross Philip M. Ross Candice Schwager Candice Schwager 1417Ramada 1417 Ramada Drive Drive Houston, Houston, TX77062 TX 77062 Phone: 832—315—8489 7l3—583—0355 FAX: Phone: 832-315-8489 FAX: 713-583-0355 Attomeys Attorneys forMACKEY GLEN for MACKEY GLEN PETERSON, PETERSON, TONYA TONYA PETERSON, PETERSON, DONLESLIE DON PETERSON, LESLIE PETERSON, andLONNY and LONNY PETERSON PETERSON 3 Silverado Appx. 0062 No. 1-15-586-CV 3963 CERTIFICATE CERTIFICATEOFSERVICE OF SERVICE hereby certify II hereby certify tthat hataa true and andcorrect copyoftheabove correctcopyof the abovedocument documentwase- was e- filed filed a ndsent and sent b byyemail or electronic email or electronicdelivery deliveryby byagreement agreementto: to: r,C Sarah Sarah Pacheco Pacheco Jill JillY oung Young Kathleen Beduze Beduze Maclntyre,McCulloch, Maclntyre,McCulloch,Stanfield, Stanfield,Young, Young,LLP LLP Crain, Crain, Caton &James, Caton & James,PCPC 2900 2900Weslayan, Weslayan,Suite Suite1150 50 1401 1401 McKinney McKinney St.,Suite St., Suite 1700 1700 Houston, Houston,TX77027 TX 77027 Houston, Houston, TX TX 77010 77010 Josh JoshD avis Davis Russ Russ JJones ones LewisBrisbois Lewis BrisboisBisgaard Bisgaard&Smith, & Smith,LLP LLP Underwood, Jones, Scherrer Underwood, Jones, Scherrer&& Weslayan WeslayanTower, Tower,Suite Suite11400 400 C Malouf, Malouf, PLLC PLLC 24Greenway 24 GreenwayPlaza Plaza 5177 Richmond 5177 Richmond Ave., Suite5505 Ave.,Suite 05 Houston, Houston,TX77046 TX 77046 Houston, Houston, TX77056 TX 77056 on June on June 16, 16, 2 015. 2015. /s/ /s/ Philip M.Ross M. Ross Philip PhilipM.Ross M. Ross 4 Silverado Appx. 0063 No. 1-15-586-CV 3964
Document Info
Docket Number： 01-15-00567-CV
Filed Date： 12/14/2015
Precedential Status： Precedential
Modified Date： 9/30/2016