Jerry Valdez v. Bruce Robertson, Jr. ( 2015 )

ACCEPTED
01-14-000563-cv
FIRST COURT OF APPEALS
HOUSTON, TEXAS
3/20/2015 5:07:56 PM
CHRISTOPHER PRINE
CLERK
CAUSE NO. 01-14-000563-CV
IN THE COtJRT OF APPEALS
FIRST COURT OF APPEALS DISTRICT FILED IN
HOUSTON, TEXAS 1st COURT OF APPEALS
HOUSTON, TEXAS
3/20/2015 5:07:56 PM
CHRISTOPHER A. PRINE
Clerk
JERRY VALDEZ,
Appellant
vs.
BRUCE ROBERTSON, JR.,
Appellee
APPEALED FROM PROBATE COURT NUMBER TWO
BEXAR COUNTY, TEXAS
TRIAL COURT NO. 2008-PC-3026
HONORABLE JOHN A. HUTCHISON, III, TRIAL JUDGE
APPELLANT'S AMENDED BRIEF
ARMANDO TREVINO
State Bar No. 20211100
1519 Washington St., Suite One
Laredo, Texas 78040-0544
Tel: (956) 726-1638
Email: armandotrevinolaw@hotmail.com
Attorney for Appellant
CAUSE NO. 01-14-000563-CV
IN THE COURT OF APPEALS
FIRST COURT OF APPEALS DISTRICT
HOUSTON, TEXAS
JERRY VALDEZ,
Appellant
vs.
BRUCE ROBERTSON, JR.,
Appellee
APPEALED FROM PROBATE COURT NUMBER TWO
BEXAR COUNTY, TEXAS
TRIAL COURT NO. 2008-PC-3026
HONORABLE JOHN A. HUTCHISON, III, TRIAL JUDGE
APPELLANT'S AMENDED BRIEF
ARMANDO TREVINO
State Bar No. 20211100
1519 Washington St., Suite One
Laredo, Texas 78040-0544
Tel: (956) 726-1638
E-mail: armandotrevinolaw@hotmail.com
Attorney for Appellant
ii
IDENTITY OF PARTIES AND COUNSEL
JERRY VALDEZ Appellant
ARMANDO TREVINO Attorney for Appellant
SBN 20211100
1519 Washington, Suite One
Laredo, Texas 78040
Tel: (956) 726-1638
Email: am1andotrevinolawC(ilhotmail.com
BRUCE ROBERTSON, JR. Appellee
BRUCE ROBERTSON, JR. Attorney Pro Se
SBN 17078000
8100 Broadway, Suite 102
San Antonio, Texas 78209
Tel: (210) 225-4001
Fax: (210) 227-2417
CLEMENS & SPENCER Attorneys for Appellee
GEORGE H. SPENCER, JR.
SBN 18821001
112 E. Pecan, Suite 1300
San Antonio, Texas 78205
Tel: (210) 227-7121
Fax: (210) 227-0732
iii
INDEX OF AUTHORITIES
Page(s)
Cases
Allen v. Nesmith, .................................................................................. . 15
525 S.W.2d 963 (Tex. App. - Houston [1 st Dist.] 1975
writ refd n.r.e. 531 S.W.2d 330 (Tex. 1975)
Bank of Tex. V. Mexia, ........................................................ . 6
rd
135 S.W. 3 356,362 (Tex. App. - Dallas 2004, pet. denied)
Boyles v. Gresham, ............................................................ .. 15
263 S.W.2d 935 (Tex. 1954)
Brooks v. Northglen Ass'n, ................................................... . 12
141 S.W. 3rd 138 (Tex. 2004)
Cooper v. Texas Gulf Indus., ................................................. , 6, 7,
10. 12
513 S.W.2d 200 (Tex. 1947)
Cox v. Johnson, .................................................................. 7
638 S.W.2d 867 (Tex. 1982)
Jones v. LaFargue, ........................................................... ... 10
758 S.W.2d 320 (Tex. App. - Houston [14th Dist.] 1988, no writ
Laros v. Hartman, ............................................................... 6
260 S.W.2d 22 (Tex. 1947)
Long v. Thomason, ............................................................. 6
202 S.W.2d 212 (Tex. 1947)
Longoria v. Exxon Mobil Corp., .............................................. 8, 12
255 S.W. 3rd 174 (Tex. App. - San Antonio 2008, pet. denied)
Paradigm Oil, Inc. v. Retamco Operators, Inc., ............................. 8
372 S.W. 3rd 177 (Tex. 2012)
iv
INDEX OF AUTHORITIES
Page(s)
Cases
Pledger v. SchoeUkopf, ......................................................... 8
762 S.W.2d 145 (Tex. 1988)
Pulte v. Gregory, ................................................................ 10
629 S.W.2d 919 (Tex. 1982)
Schott v. Oppenheimer, ..... ..... ......... ..................... ... .............. 8
344 S.W.2d 250 (Tex. App. - San Antonio 1861, writ refd n.r.e.)
Simpson v. Afton Oaks Civic Club, Inc., .................................... 8
145 S.W. 3rd 169 (Tex. 2004)
Triestman v. Kilgore, ............................................................ 15
838 S.W.2d 547 (Tex. 1992)
In re Estate of Wilson, .......................................................... 6
252 S.W. 3rd 708, 712 (Tex. App. - Texarkana 2008, no pet.)
Wojcik v. Wesolick, 97 S.W. 3rd 335 (Tex. App. - Houston [l4th Dist.] 6, 7
2003, no pet.
Statutes and Rules
Probate Code
§3(r) ................................................................. ....... 3, 6,
10, 14
§10 ........................................................................ 3,6
§33 .................. ....................................................... 5,7
§59 ......................................................................... 6
v
INDEX OF AUTHORITIES
Page(s)
Statutes and Rules
Rules of Civil Procedure
39 ..................................................................... ...... 3, 5,
6,7,9
10-13
41 ....................................................................... ... 8, 12
93.2 and 93.4 . ... ... ... ........... .......... ..... ....... ....... ............ . 8
vi
TABLE OF CONTENTS
Page(s)
Title Page. . . . . . . . .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... 11
Identity of Parties and Counsel ................................................ 111
Index of Authorities ............................................................. IV
Table of Contents ................................................................ VB
Statement of the Case. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ....... 1
Statement of Facts ............................................................... 1
Issues Presented ................................................................. 5
Summary of the Argument ..................................................... 6
Argument
First Issue. . . . . . . . . . . .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 7
The Trial Court erred when it dismissed the application
of JERRY VALDEZ to admit the Will of MARTHA
JANE VALDEZ into probate.
Second Issue ............................................................. 13
BRUCE ROBERTSON, JR. does not have standing to
contest the application to admit the 1997 Will into
probate.
Third Issue ................................................................ 14
The Trial Court should have admitted the Will of
MARTHA JANE VALDEZ because it met the
requirements of Probate Code §59 for a self-proving Will
and the Will was not being contested by anyone who had
standing to contest the Will.
vii
TABLE OF CONTENTS
Page(s)
Prayer ............................................................. ................ 15
Certificate of Service ........................................................... 16
Certificate of Compliance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . 17
Appendix
viii
STATEMENT OF FACTS
This case pertains to the probate of the estate of MARTHA JANE VALDEZ,
who died on September 30,2008, at the age of98 and was survived by 12 children.
DOROTHY MELLO's WILL CONTEST
On October 10, 2008, Appellant JERRY VALDEZ filed an application to
probate the February 22, 1997, self-proving Last Will and Testament of MARTHA
JANE and to be appointed Independent Executor of the Will (CR 36, App. Exh. K).
VALDEZ is the principal beneficiary of MARTHA JANE's estate under the Will.
DOROTHY H. MELLO, one of the surviving children, filed a contest to the Will
through her then attorney Appellee BRUCE ROBERTSON, JR (App. Exh. K). A
jury trial was held, at which DOROTHY, her sisters ANGIE CONTRERAS, and
ESTELLA PENA, testified, as well as DEBBIE ZAMARRIPA, and GERALDINE
SMITH, grandchildren of MARTHA JANE. Also present at the trial were OLIVIA
VALDEZ, JESSE VALDEZ, JULIO VALDEZ and GEORGE VALDEZ, other
children of MARTHA JANE (App. Exh. K). The jury returned a verdict sustaining
DOROTHY H. MELLO's will contest, and JERRY VALDEZ appealed to the
Fourth Court of Appeals in Cause No. 04-13-00854-CV. While the appeal was
pending, DOROTHY H. MELLO discharged ROBERTSON and withdrew her
contest to the Will. The Court of Appeals, after noting there was no opposition to
the dismissal of DOROTHY's will contest dismissed the appeal (App. Exh. K).
1
ROBERTSON's WILL CONTEST
Appellee ROBERTSON filed a contest to the Will and to the appointment of
VALDEZ as Independent Executor (CR 42, App. Exh. B), saying that he had
standing through a judgment he had obtained against MARTHA JANE's estate on
December 23, 2009, in Cause No. 2007-PC-2303, Estate of MARTHA JANE
VALDEZ, An Incapacitated Person, in Probate Court Number Two of Bexar
County, Texas.
VALDEZ objected to the contest, pointing out that the December 23, 2009,
was on appeal in the Fourteenth Court of Appeals under Cause No. 14-10-00323-
CV and was not final. The Fourteenth Court of Appeals set aside the December 23,
2009, judgment and remanded the case for ROBERTSON to prove what attorney's
fees, if any, he was owed by MARTHA JANE's estate (CR 79, App. Exh. 10.
Judge HUTCHISON entered an order that ROBERTSON had standing to contest
the Will (App. Exh. F). On June 19, 2012, a final judgment was entered denying
ROBERTSON's claim against the guardianship estate (CR 73, App. Exh. G), and
ROBERTSON did not appeal.
ROBERTSON made a second attempt to obtain standing to contest the Will
by filing a claim against Decedent's estate. The court-appointed temporary
administrator denied the claim (App. Exh. G) and ROBERTSON then filed suit
against the court-appointed administrator even though ROBERTSON, who is
2
board-certified and has vast experience in probate matters, knew that the court-
appointed administrator was protected by statutory immunity. The administrator
waived compensation and withdrew from the case. In spite of all of the above
Judge HUTCHISON continues to maintain that ROBERTSON has standing to
contest the Will and to object to the appointment of VALDEZ as Independent
Executor.
DISMISSAL OF THE APPLICATION
ROBERTSON wrote to the Trial Court and asked that the heirs of
MARTHA JANE who had not been joined be made parties to the probate of the
estate but did not file a plea in abatement. The Trial Court agreed and, ostensibly
acting under the authority of Rule 39 Tex. R. Civ. Proc. Ann., ordered VALDEZ to
join as parties all heirs of MARTHA JANE (CR 45, App. Exh. C). VALDEZ
responded, saying that all of the heirs of MARTHA JANE were already parties
pursuant to §§3(r), 10, 37 and 38 of the Probate Code and that he had already
notified all of the living children of MARTHA JANE of his application to probate
the estate and to admit the February 22, 1997, self-proving will into probate (CR
63, App. Exh. D). The Trial Court disagreed with the response of VALDEZ and
dismissed the application to probate the 1997 Will on May 21,2014 (CR 79, App.
Exh. E).
3
FAILURE TO APPROVE THE WILL
VALDEZ filed pleadings asking Judge HUTCHISON to admit the Will into
probate, pointing out (l) that the Will met the requirements of Section 59 of the
Probate Code for a self-proving Will, (2) none of the heirs of MARTHA JANE
were contesting the Will and had even waived their rights to contest the Will, and
(3) ROBERTSON did not have standing to contest the Will (CR 63,69). The Trial
Court refused the request by VALDEZ (CR 79, App. Exh. K).
4
ISSUES PRESENTED FOR REVIEW
First Issue: The Trial Judge erred when he held that he had authority under
Rule 39 of the Texas Rules of Civil Procedure to dismiss the application to probate
the Will because Appellant had failed to join all of the heirs of MARTHA JANE
VALDEZ as parties to the application. This case is governed by the Probate Code
and under the unambiguous language of Tex. Prob. Code Ann §33, it was not
necessary to join all heirs of the Decedent.
Second Issue: BRUCE ROBERTSON, JR. does not have standing to contest
the application to admit the 1997 Will into probate.
Third Issue: The Trial Court should have admitted the Will of MARTHA
JANE VALDEZ into probate because it met the requirements of Probate Code §59
for a self-proving will and the will was not being contested by anyone who had
standing to contest the will.
5
SUMMARY OF THE ARGUMENT
The Trial Court erred in dismissing the suit, which is a probate proceeding
governed by Section 33(a) of the Probate Code and not by Rule 39 of the Texas
Rules of Civil Procedure, and even then Rule 39(b) authorized the Court to retain
jurisdiction of the case and to enter judgment as to the persons who were parties to
the suit. See Wojcik v. Wesolick, 97 S.W. 3rd 335, 337-338 (Tex. App. - Houston
[14 th Dist.] 2003, no pet.) in which the Court held that the Probate Code did not
require the joinder of all interested parties in will contests, and Rule 39 of the
Texas Rules of Civil Procedure on joinder of parties needed for just adjudication
did not apply because it conflicted with the unambiguous language of the Probate
Code. See also In re Estate of Wilson, 252 S.W. 3rd 708, 712 (Tex. App. -
Texarkana 2008, no pet.); Bank of Tex. v. Mexia, 135 S.W. 3rd 356, 362 (Tex.
App. - Dallas 2004, pet. denied); Cooper v. Texas Gulf Indus., 513 S.W.2d 200,
203 (Tex. 1947).
Appellee does not have standing to contest the Will. He is not an heir of
Decedent, nor is he a confirmed creditor, therefore he does not meet the definition
of an interest person as set out in Section 3(r) of the Probate Code nor does he meet
the requirements of a contestant pursuant to Section 10 of the Probate Code as to
persons entitled to contest probate proceedings. See Laros v. Hartman, 260 S.W.
2d 592,595 (Tex. 1953); Long v. Thomason, 202 S.W.2d 212,215 (Tex. 1947).
6
The Trial Court had a ministerial duty to admit the 1997 Will into probate
because (1) it met the requirements for a self-proving will and (2) no interested
person was contesting the Will. See Probate Code §§10 and 59.
ARGUMENT
First Issue: The Trial Judge erred when he held that he had authority under
Rule 39 of the Texas Rules of Civil Procedure to dismiss the application to probate
the Will because Appellant had failed to join all of the heirs of MARTHA JANE
VALDEZ as parties to the application. This case is governed by the Probate Code
and under the unambiguous language of Tex. Prob. Code Ann §33(a), it was not
necessary to join all heirs of the Decedent as parties.
Argument and Authorities
The Trial Judge erred when he held that Rule 39 of the Texas Rules of Civil
Procedure Annotated authorized him to dismiss the application of Appellant to
probate the Will (CR 45, 75, 79). This is a probate case and Article 33(a) of the
Probate Code trumps Rule 39 Tex. R. Civ. Proc. because the unambiguous
language of Tex. Prob. Code Ann. says it is not necessary to join any person as a
party or give notice of probate proceedings unless the Texas Probate Code
expressly so provides, and no provision of the Texas Probate Code expressly
provides that will contestants must join or give notice to all will beneficiaries or
any other parties. See Rule 39 Tex. R. Civ. Proc.; Art. 33(a) Texas Probate Code;
7
rd
Wojcik v. Wesolick, 97 S.W. 3 335 (Tex. App. - Houston [14th Dist.] 2003, no
pet.). See also Cooper v. Texas Gulf Indus., 513 S.W.2d 200, 203 (Tex. 1947);
Cox v. Johnson, 638 S.W.2d 867, 868 (Tex. 1982); Simpson v. Afton Oaks Civic
Club, Inc., 145 S.W. 3rd 169, 170 (Tex. 2004).
PRECEDENTIAL VALUE
A panel adjudicating a case is bound by the precedent set in a prior opinion
unless the prior opinion has been overruled by the Texas Supreme Court or by an
en banc opinion of the same court of appeals. See Paradigm Oil, Inc. v. Retamco
Operators, Inc., 372 S.W. 3rd 177, 185 (Tex. 2012). A fortiori, Trial Judges,
attorneys and litigants are required to abide by the decisions of the Fourth Court of
Appeals in cases tried within the Fourth Court of Appeals District. See Longoria v.
Exxon Mobil Corp., 255 S.W. 3rd 174, 180 (Tex. App. - San Antonio 2008, pet.
denied); Schott v. Oppenheimer, 344 S.W.2d 250, 251 (Tex. App. - San Antonio
1961, writ ref'd n.r.e.) (defining persons who are interested in an estate as heirs).
No Plea In Abatement
Assuming arguendo that Appellee ROBERTSON had standing, he failed to
file a plea in abatement. When a party complains that there has been a misjoinder
of parties such as the failure to join an indispensable party, a verified plea in
abatement must be filed. See Rules 41, 93.2, 93.4 of the Texas Rules of Civil
Procedure; Pledger v. Schoellkopf, 762 S.W.2d 145, 146 (Tex. 1988).
8
When VALDEZ filed his second application to admit the 1997 Will into
probate, ROBERTSON filed his amended contest of the Will and asked the Court
to order VALDEZ to join all the heirs of MARTHA JANE as parties (CR 42). The
Court agreed and entered an order saying that it was acting under the authority of
Rule 39 of the Texas Rules of Civil Procedure and ordered Appellant to join all of
the heirs of MARTHA JANE as parties (CR 45, App. Exh. C). VALDEZ
responded by saying: (l) all of the heirs of MARTHA JANE were already parties
by virtue of Sections 3(4), 10,37 and 38 of the Probate Code; (2) he had on various
occasions served all of the living children of MARTHA JANE with a copy of the
1997 Will and of his application to probate the Will; (3) DOROTHY H. MELLO
had filed a contest to the Will and had appeared at a jury trial with several of her
siblings in support of the Will Contest but had subsequently withdrawn her contest
to the Will and the Court of Appeals, noting there was no opposition, had
dismissed the contest to the Will (App. Exh. 1<); and (4) cited Rule 39 and Supreme
Court and Court of Appeals cases proving that the Trial Court did not have
authority to dismiss the application (CR 63, App. Exh. D).
A judicious review of the legal authorities applicable to the case readily
discloses that the Trial Court did not have the authority to dismiss the application
to probate the Will. If the 1997 Will is valid, JERRY VALDEZ is the main
beneficiary of the estate. If the Will is invalid, the children (or their survivors) are
9
entitled to an equal share of the estate under Section 38 of the Probate Code. An
allegation of a Constitutional violation is reviewed from a Constitutional
perspective and not through an abuse of discretion standard.
RULE 39
Neither the Rules of Civil Procedure nor the Probate Code allow a Trial
Court to dismiss the application to probate the Will upon the Trial Court's whim or
fancy, and the Court misapplied Rule 39 when it dismissed the application of
VALDEZ. It is not necessary that all of the heirs of MARTHA JANE be made
parties. See Cooper v. Texas Gulf Indus., 513 S.W.2d 200, 203 (Tex. 1974); PuIte
v. Gregory, 629 S.W.2d 919, 920 (Tex. 1982); Jones v. La Fargue, 758 S.W.2d
320, 324 (Tex. App. - Houston [14th Dist.] 1988, no writ).
There are several equally valid reasons that prove the Trial Court committed
reversible error when it dismissed the lawsuit:
Reason No.1: The dismissal violated Article 1, Section 13 and 19 of the
Texas Constitution by denying to JERRY VALDEZ and his siblings open access to
a Texas Court and by denying them due process of law in denying them this right
to whatever property they are entitled to receive from Decedent's Estate.
Reason No.2: All of the heirs of MARTHA JANE were already parties as a
matter oflaw pursuant to §3(r) of the Probate Code.
10
Reason No.3: All of the children of MARTHA JANE named in the Will
were already parties as a matter of law under §37 of the Probate Code if the Will is
valid.
Reason No.4: All of the heirs of MARTHA JANE are parties as a matter of
law pursuant to §38 of the Probate Code if it is determined that MARTHA JANE
died intestate.
Reason No.5: DOROTHY H. MELLO and all of the other children of
MARTHA JANE who have made an appearance whether at the original will
contest of DOROTHY H. MELLO or at any other time are already parties.
Reason No.6: All of the children of MARTHA JANE who have been served
with a notice of the will contest by JERRY VALDEZ are already parties.
Reason No.7: The Trial Court violated and ignored Rule 39(a) of the Texas
Rules of Civil Procedure that says in relevant part: "If (a person to be joined has
not been joined) the court shall order that he be made a party." The language is
clear, unambiguous, and places the burden on the Trial Court to order the joinder.
All it would have taken was an order signed by the Trial Court - which already had
the names and addresses of all the children of decedent - to enter an order saying
that they were now joined as parties and for the Clerk of the Probate Court to serve
each of them with a copy of the order. There is nothing in §39(a) which says that
the court shall order the plaintiff, the applicant, or any contestant to join all the
11
other children of Decedent as parties. See Rule 39(a) Tex. R. Civ. Proc.; Rule 41
Tex. R. Civ. Proc. ("Misjoinder of parties is not ground for dismissal of an
action"); Brooks v. Northglen Ass'n, 141 S.W. 3rd 158, 162 (Tex. 2004); Cooper v.
Texas Gulf Indus., 513 S.W.2d 200, 204 (Tex. 1974); Longoria v. Exxon Mobil
Corp., 255 S.W. 3rd 174, 180 (Tex. App. - San Antonio 2008, pet. denied).
Reason No.8: Whether from lack of interest, desire to avoid litigation, ill
health, penury, or agreement to have the will probated, no child of MARTHA
JANE is contesting the Will.
Reason No.9: Instead of dismissing the suit, the Trial Court should have
honored and abided by the spirit, letter and intent of Rules 39(b) and 41 of the
Texas Rules of Civil Procedure and should have pursued the resolution of
VALDEZ to admit the Will into probate. Instead of dismissing the suit the Trial
Court should have determined in equity and good conscience to proceed among the
parties already before it. See Brooks, Cooper, and Longoria, supra.
The Court of Appeals should set aside the order of dismissal and remand the
case for further proceedings to determine the validity of the Will and to probate
Decedent's Estate and settle the estate.
Conclusion As To Issue Number One
The Trial Judge in this case is the Honorable JOHN A. HUTCHISON, III, a
former statutory probate judge with expertise in Texas probate law who knew, or
12
by the exercise of reasonable diligence should have known, that Section 33 of the
Probate Code trumps Rule 39 of the Texas Rules of Civil Procedure, and that
Section 33 in combination with Rule 39(b) did not allow him to dismiss the
application to probate the estate or the admission of the 1997 Will but instead
authorized him to proceed as to the parties already joined.
Second Issue: BRUCE ROBERTSON, JR. does not have standing to
contest the application to admit the 1997 Will into probate.
Argument and Authorities
Appellee BRUCE ROBERTSON, JR. contested the application to admit the
1997 Will and to be appointed Independent executor filed by JERRY VALDEZ;
ROBERTSON claimed he had standing because of a judgment entered in his favor
and against the guardianship estate of MARTHA JANE VALDEZ on December
23,2009, in Probate Court Number Two of Bexar County.
VALDEZ responded that the judgment was on appeal and was not final. For
legally unsound and unfathomable reasons, the Trial Court held that ROBERTSON
had standing. The December 23, 2009, was set aside by the 14th Court of Appeals
under Cause No. 10-14-00323-CV, and the case was remanded for ROBERTSON
to prove what fees and expenses, if any, he was owed by the Guardianship Estate.
Probate Court Number Two held evidentiary hearings and held that ROBERTSON
did not have a valid claim against the Guardianship Estate (CR 73, App. Exh. G).
13
ROBERTSON then filed a claim against Decedent's Estate, which was rejected by
the court-appointed Temporary Administrator. ROBERTSON has repeatedly filed
specious, spurious, bad-faith pleadings that his contract to represent MELLO in her
application for appointment as guardian of MARTHA JANE was also a contract
authorizing ROBERTSON to represent MARTHA JANE. NO jurisconsult,
reasonable and competent attorney, Court or Justice - nay, not even a first-year law
student - would agree with Appellee that his contract to represent MELLO was
tantamount to a contract to represent the estate of MARTHA JANE VALDEZ.
The Trial Court obdurately and unreasonably refused to set aside its order
that ROBERTSON had standing to contest the Will. Au contraire, the evidence is
clear and the proof is ineluctable that ROBERTSON was not a contestant but was a
mere interloper. See Sections 3(r) and 10 of the Probate Code; Womble v. Atkins,
331 S.W.2d 294,297-98 (Tex. 1960); Logan v. Thomason, 202 S.W.2d 212,215
(Tex. 1947) (One who claims a pecuniary interest that will not be affected by the
probate or defeat of a will, is not a "person interested" in an estate).
Third Issue: The Trial Court had a ministerial duty to admit the 1997 Will
into probate because the Will met the requirements of Section 59 of the Probate
Code and there was no valid contest to the admission of the Will.
14
Argument and Authorities
JERRY VALDEZ applied to have the 1997 Will of MARTHA JANE
VALDEZ admitted into probate (CR 16, App. Exh. K). The Will meets the
requirements of a self-proving Will. See §59 of the Probate Code; Boyles v.
Gresham, 263 S.W.2d 935, 939 (Tex. 1954); Triestman v. Kilgore, 838 S.W.2d
547, 547 (Tex. 1992); Allen v. Nesmith, 525 S.W.2d 943, 945 (Tex. App. -
Houston [1 st Dist.] 1975) writ ref'd n.r.e. 531 S.W.2d 330 (Tex. 1975) (Purpose of
the attestation clause, considering the evidence in favor of the proponent). No
person interested in Decedent's Estate filed a contest to the Will after VALDEZ
submitted his second application to probate the Will and the Trial Court had a
ministerial duty to admit the Will into probate.
PRAYER
Premises Considered, Appellant JERRY VALDEZ prays:
1. That the May 21,2014, order dismissing his application to probate the
Will be set aside and the case be remanded to the Trial Court for further
proceedings, with costs of the appeal assessed against Appellee BRUCE
ROBERTSON, JR.;
2. That the order holding that Appellee has standing to contest the Will
and the appointment of JERRY VALDEZ as Independent Executor be set aside
and held for naught;
15
3. That the 1997 Will be admitted into probate; and
4. That the Court of Appeals enter such other orders as may be
appropriate.
Respectfully submitted,
/
/.
.
,i !! ~
'
ARMANDO TREVINO'
State Bar No. 20211100
1519 Washington St., Suite One
Laredo, Texas 7804Q-0544
Tel: (956) 726-1638
Fax: (956) 726-2034
Email: annandotrevinolaw@hotmail.com
Attorney for Appellant
CERTIFICATE OF SERVICE
A true copy of the above document was served on the _ _ day of March,
2015, on BRUCE ROBERTSON, JR., 8100 Broadway, Suite 102, San Antonio,
Texas 78209; and on GEORGE H. SPENCER, JR., GEORGE H. SPENCER, JR.,
112 E. Pecan, Suite 1300, San Antonio, Texas 78205.
/ '
, I
ARMANDO TREVINO
16
CERTIFICATE OF COMPLIANCE
Relying on the word count function in the word processing software used to
produce this document, I certify that the number of words in this Petition
(excluding any caption, identity of parties and counsel, statement regarding oral
argument, table of contents, index of authorities, statement of the case, statement
of issues presented, statement of jurisdiction, statement of procedural history,
signature, proof of service, certification, certificate of compliance and appendix) is
2,504.
, ;
/ ,c//
ARMANDO TREVI~97
/'
17
CAUSE NO. Ol-14-000563-CV
IN THE COURT OF APPEALS
FIRST COURT OF APPEALS DISTRICT
HOUSTON, TEXAS
JERRY VALDEZ,
Appellant
vs.
BRUCE ROBERTSON, JR.,
Appellee
APPENDIX
LIST OF EXHIBITS IN THE APPENDIX
EXHIBIT DESCRIPTION
A. Amended Application To Probate Will
B. ROBERTSON's Amended Will Contest
C. Order To Join All Heirs As Parties
D. Response To Order To Join All Heirs
E. May 21,2014, Order of Dismissal
F. Approval of ROBERTSON's Standing As Contestant
G. June 20, 2011, Denial Of ROBERTSON's Claim
H. Rejection of ROBERTSON's Claim
I. Rule 39, Texas Rule of Civil Procedure
J. Art. 33, Probate Code
K. Affidavit of Appellant JERRY VALDEZ
L. Excerpts from July 22, 2013, Reporter's Record
VERIFICATION OF EXHIBITS
STATE OF TEXAS §
COUNTY OF BEXAR §
My name is ARMANDO TREVINO. I am the attorney for Appellant
JERRY VALDEZ. I hereby verify that each of the above Exhibits is an original or
a true copy of the original of a record in this cause.
ARMANDO TREVrno--°'" --
II,
SUBSCRIBED AND SWORN to before me on this the . 1.< day of March,
2015.
Notary, ublic
State fTexas
Exhibit A
Amended Application To Probate Will
CAUSE NO. 2008-PC-3026
'TV
~,
" J P 4:
':;:1(1)
I
ESTATE OF IN PROBATE C9pRT ' . Ti:OFF
V'._ • t COUR
t;::-'.' .;~·. TEXt
MARTHA JANE VALDEZ, NUMBERt>~ .
._- ~~! ;--
DECEASED BEXAR COUNTY, TEXAS
SECOND AMENDED APPLICATION TO PROBATE 1997 WILL
TO THE HONORABLE JUDGE OF SAID COURT:
Comes Now JERRY VALDEZ and files this Second Amended Application
to probate the self-proving February 22, 1997, Last Will and Testament of
MARTHA JANE VALDEZ. In support thereof Applicant shows:
1. This amended application takes the place of the original and
previously amended applications. Rules 63,64 and 65 Tex. R. Civ. Proc.
2. Applicant asks the Court, pursuant to Rule 201 Tex. R. Ev., to take
judicial notice of the following:
a. The self-proving February 22, 1997, Last Will and Testament
of MARTHA JANE VALDEZ, that is on file in the records of this Cause.
b. DOROTHY H. MELLO - and only DOROTHY H. MELLO -
filed a contest to the 1997 Will but later withdrew the contest to the Will and the
Fourth Court of Appeals issued its mandate in Cause No. 04-10-00417-CV
1
112010. MJV, ESTATE, SECOND AMENDED APPUCAnON TO PROBATE 1997 Will
approving the withdrawal of the contest of the Will. A copy of the August 11,
2010, Mandamus Opinion and mandate are on file in the records of this cause.
c. The June 9, 2010, Settlement Agreement between DOROTHY
H. :MELLO and JERRY VALDEZ.
3. Applicant JERRY VALDEZ is an individual interested in this Estate.
He resides at 3315 Buena Vista, San Antonio, Texas. The Will being offered for
probate names JERRY VALDEZ as the Independent Executor and his wife MARY
ALICE VALDEZ as the Alternate Independent Executor. MARY ALICE
VALDEZ resides at 9126 Summer Wind, San Antonio, Texas.
4. The Decedent is MARTHA JANE VALDEZ, who was 98 years old
when she died on September 30, 2008, while residing at 158 N. San Horacio, San
Antonio, Texas.
5. This Court has jurisdiction and venue because Decedent was
domiciled in and had a fixed place of residence in this County at the time of her
death.
6. At the time of her death Decedent owned:
a. Property One - 3307 Buena Vista S1., Lots 17 and 18 Block 4,
New City Block 3040~ WEST IDGHLANDS,. City of San
Antonio, Bexar County, Texas, accor1997 Will.
3
lU010. MJV. ESTATE. SECOND AMENDED APPUCATION TO PROBATE 1997 Will
9. Decedent was never divorced and was a widow at the time of her
death. Her husband, JULIO VALDEZ, died on October 28, 1979.
10. A necessity exists for administration of this estate. There are existing
claims for and against the estate.
11. The Will names Applicant as Independent Executor to serve without
bond. Applicant is not disqualified by law from serving in such capacity or from
accepting Letters Testamentary. Applicant is entitled to such Letters.
12. No state, government agency or charitable organization is named as a
devisee in the Will.
13. The Vfill is self-proving under Sections 59 and 84(a) of the Probate
Code. See Boyles v. Gresham, 263 S.W.2d 935, 939 (Tex. 1954) (a properly
executed will should be admitted to probate); Wick v. Fleming, 652 S.W.2d 353,
354-55 (Tex. 1983) (proper attestation by two qualified witnesses validates an the
otherwise properly executed will and eliminates the necessity for the testimony of
the subscribing witnesses when the will is offered for probate).
14. The following persons were previously given notice pursuant to
Section 28 of the Probate Code:
a. MARTHA JANE BURROW, a daughter, who resides at 254
Banbridge, San Antonio, Texas 78223.
b. ANGIE CONTRERAS, a daughter, who resides at 6815
Woodflame, San Antonio, Texas 78227.
4
112010, MJV, ESTATE, SECOND AMENDED APPUCATION TO PROBATE 1997 W1U
c. OLIVIA HERNANDEZ, a daughter, who resides at 1427
Steves, San Antonio, Texas 78210.
d. DOROTHY H. MELLO, a daughter, who resides at 158 N. San
Horacio, San Antonio, Texas 78237.
e. ESTELLA V. PENA, a daughter, who resides at 111 Dokes,
San Antonio, Texas 78228.
f. GABINO VALDEZ, a son, who resides at 12023 Piney Bend
Dr., Tomball, Texas 77375-7578.
g. GEORGE VALDEZ, a son, who resides at 8011 Pistol Ln., San
Antonio, Texas 78227.
h. JESSE VALDEZ, a son who resides at 3303 Buena Vista St.,
San Antonio, Texas 78207.
1. JULIO H. VALDEZ, a son, who resides at 4927 Witt, San
Antonio, Texas 78228.
J. EVA VASQUEZ, a daughter, who resides at 5116 Stacy Lane,
Oklahoma City, Oklahoma 73150.
15. The admission of the 1997 Will to probate is not contested or subject
to contest, therefore the Court is requested to admit the Will to probate promptly.
Any contest as to the suitability of JERRY VALDEZ for appointment or
Independent Executor, if deemed necessary, should be set for a separate hearing
pursuant to Sections 78 and 88 of the Probate Code.
16. PRAYER. Premises Considered, Applicant prays:
a. That the application be set for a hearing;
b. That after said hearing the Will be admitted to probate;
5
112010, MJV, ESTATE, SECOND AMENDED APPLICATION TO PROBATE 1997 WIU
c. That Applicant be appointed as Independent Executor; and
d. That the Court enter such other orders as may be appropriate,
including the settling of this motion within 30 days and not on February 11, 2011,
as previously announced by the Court.
Respectfully submitted,
45l::i /iii2>-
ARMANDO TREVINO
State Bar No. 20211100
1519 Washington St., Suite One
P.O. Box 544
Laredo, Texas 78040-0544
Tel: (956) 726-1638
Fax: (956) 726-2034
Attorney for Applicant
JERRY VALDEZ
6
112010. MJV, ESTATE, SECOND AMENDED APPUCATION TO PROBATE 1997 WlU
VERIFICATION
My name is JERRY VALDEZ and I am the Applicant in this case. All of
the facts stated in the foregoing Application are true and correct.
STATE OF TEXAS §
§
COUNTY OF BEXAR §
-1J
SUBSCRIBED AND SWORN to before me on the ,/.s aay of November,
2010.
~~Rdff~
Nota PublIc
State of Texas
\\"""tt,
.$'~W~~.'~f~'" LAURIE R, ALLEN
ty ":"'§Notary Public, State of Texas
\'i" "~.? My Commission Expires
-"',f,f,f,:,~~~"" October 29, 2013
7
112010, MJV, ESTATE, SECOND AMENDED APPUCATION TO PROBATE 1997 WILL
Exhibit B
ROBERTSON's Amended Will Contest
.,:;
"
PILED
NO. 2008-PC-3026 l~~ HATin~S ~R8~AJE
IN THE ESTATE OF INTHElRb~~Cb~f4
~kRARD RICKHOff
MARTHA JANE VALDEZ,
~Gl.£Rii.PR08ArE COURTS
NUMBE ~ COUNTY. TEXAS
DECEASED BEXAR ~l>-iOOrf--::-
· ==r-:'::Il'IDXAS=--~-
. AMENDED OPPOSITION AND CONTEST TO PROBATE OF PURPORTED
WILL AND APPLICATION TO APPOINT INDEPENDENT EXECUTOR
TO THE HONORABLE JUDGE OF SAID COURT:
Now comes BRUCE ROBERTSON, JR., a party interested in the Estate of MARTHA JANE
V ALDEZ, Deceased, for the purpose of opposing the application to probate a will and to be
appointed Independent Executor filed herein by JERRY VALDEZ, said purported will being dated
February 22, 1997, and in support thereof would show the Court the following:
1. The allegations in the application to probate the purported will ofMartha Jane Valdez
which set forth:
a. The Decedent's name, age, and domicile;
b. the facts, date, and place of the Decedent's death; and
c. the facts showing jurisdiction and venue, are admitted.
2. Except in the matters admitted above, Bruce Robertson, Jr. denies generally the
allegations contained in the Proponent's Application for Probate and to be appointed Independent
Executor and demands strict proof thereof by a preponderance of the believable evidence.
3. The instrument dated February 22,1997 purporting to be the will of Martha Jane
Valdez, deceased, is not a lawful and valid will of the Decedent and should not be admitted to
probate because of the facts and matters stated below.
4. On the date of the alleged execution of the purponed will, the Decedent was not of
sound mind and lacked testamentary capacity.
5. The instrument dated February 22. 1997 was executed as a result of undue influence
exerted over the Decedent by Jerry Valdez.
6. The purported will was not executed by the Decedent with the present intent to create
a revocable disposition of her property to take effect after her death. In 1997 her mental incapacity
was such that she could not have formed testanlentary or donative intent or to be able to read and
understand the will.
7. The purported will was executed while the Decedent did not know or understand the
content of the instruments.
8. Jerry Valdez breached his fiduciary duties to decedent in connection with her
execution of the will and one deed executed at the same time.
9. Jerry Valdez is disqualified and unsuitable to be appointed Independent Executor.
A jury in the trespass to try title litigation in the decedent's guardianship found that Jerry Valdez and
his wife purloined about $8,400 from the Decedent's bank accounts and that he breached his
fiduciary duties to the incompetent decedent and defrauded her of her real properties.
10. Jerry Valdez has failed to join necessary parties and to obey the Court's ruling that
he do so.
11. Jerry Valdez is barred from prosecuting his application by res judicata and collateral
and judicial estoppel and the relevant statutes of limitation.
WHEREFORE. Bruce Robertson, Jr. requests that upon hearing. this Court dismiss Jerry
Valdez' application for his failure to join necessary parties and that it deny probate of the purported
will of the Decedent dated February 22, 1997 and the appointment of Jerry Valdez as Independent
Executor; and that he recover his costs of court; and that he be granted such further reliefto which
he may be justly entitled.
Respectfully submitted,
4(~~~
BRUCE ROBERTSON, JR.
T.S.B.N. 17078000
8100 Broadway, Suite 102
San Antonio, Texas 78209
(210) 225-400 I Telephone
(210) 224-2417 Facsimile
Pro Se
Certificate of Service
I certify that a true copy of this pleading was served upon applicant's attorney of record in
accordance with the T.R.C.P. on this JJ.::'day of July, 2013.
BRUCE ROBERTSON, JR.
Exhibit C
Order To Join All Heirs As Parties
17138509830 ;2102242417 # 41
NO. 200B-PC-3026
INTBEESTATEOF IN THE PROBATE COURT
MARTHA JANE VALDEZ, NUMBER ONE
DECEASED BEXAR COUNTY, TEXAS
ORDER BEOUlRING JOINDER OF TIm HElM
QF THE DECEDENT AS fARnE5 TO THIS CAVSI
On Fobruary 9, 2012, this Court signed its order requiring Jerry Valdez, the applicant for the
probate oftM will of the decedent in this cause, to join as parties the heirs of the decedent. Jerry
Vald~ has refused to comply with Court's order.
On JWle 4, 2013, the Court set a bearing to be held on July 22. 2013 on a motion for
SU1lll1UllY judgment rued by Jerry Valdez to be followed by ajmy trial ofthc will contest. In said
order the Court stated that before the commencement ofthc trial Jerry Valdez shall have complied
with Court's original order ofFebtuary 9,2012. by joinin¥ the heirs of decedent as parties.
Upon determining from Jerry Valdez' attorney of record that Jerry Valdez had not joined as
parties the heirs ofthc dcced.ent, the CoW't cancelled the scheduledjury trial tUld made the following
order:
It is ORDERED by the Court that Jerry Valdez shall join as parties in this case all of the heirs
of the ~ent Martha. Jane Valdez within 30 days from the date of July 22.2013; and
It is further ORDBRED that in the event Jerry Valdez fails to join as parties to this (lase the
heirs of Martha Jane Valdez. his application for probate of her will shall be dismissed.
-t-"- /") .- \
17138509830 ; 2102242417 # 5/
APPROVBD AS TO FORM:
ARMANDO TREVINO
T.S.B.N.20211100
1S19 Washington Street
Laredo, Texas 78042
(956) 726-1638 Te1ephono
(956) 726-2034 Facsimile
Attomcy for Jerry Valdez
BRUCB ROBERTSON. JR.
T.S.B.N. 17078000
8100 Broadway, Suite 102
San Antonio, Texas 78209
(210) 2254001 Telephone
(210) 224·2411 Facsimile
NO.200S-PC-3026
IN RE: ESTATE OF § IN PROBATE COURT
§
MARTHA JANE VALDEZ, § NUMBER ONE OF
§
DECEASED § BEXAR COUNTY, TEXAS
AMENDED ORDER
Pursuant to Rule 39, Texas Rules of Civil Procedure, the Court hereby ORDERS that
Applicant, Jerry Valdez, Proponent of the purported Will of Martha Jane Valdez, dated February
22, 1997, join all the heirs at law of Martha Jane Valdez, the Decedent, that are not already
parties, as parties to the Will Contest pending under the above cause nwnber.
SIGNED ON TIDS THE 9fltnA Y OF1- d.. 2012 .
. HUTCHISON ill
S A TORY PROBATE JUDGE SmING
PPOINTMENT
E:\JAHOFPIa5tat. Probate Judl!es\Valdez·Belt2r Co\order panles.wpd
Exhibit D
--,----.-~,----- ---------
Response To Order To Join All Heirs
CAUSE NO. 04-13-00854-CV
IN THE COURT OF APPEALS
FOURTH COURT OF APPEALS
SAN ANTONIO, TEXAS
ESTATE OF MARTHA JANE VALDEZ, DECEASED
RESPONSE TO FEBRUARY 21,2014, ORDER TO SHOW CAUSE
TO THE HONORABLE COURT OF APPEALS:
1. Comes Now Appellant JERRY VALDEZ, files his response to the
February 21, 2014, order of the Court, and says that his appeal of the September 9,
2013, self-executing order dismissing his motion to admit the self-proving
February 22, 1997, Last Will and Testament of MARTHA JANE VALDEZ into
probate is an appealable event.
2. A copy of the order is found in the Clerk's Record at CR 136, 137.
The order says in clear, unmistakable language:
"It is ORDERED by the Court that Jeny Valdez shall join as parties in this
case all of the heirs of the decedent Martha Jane Valdez within 30 days from the
date of July 22, 2013; and
1
02.2014. MJV, ESTATE, CAUSE NO. 04-l3-008S4-CV, RESPONSE TO FEBRUARY 21 , 2014, ORDER TO SHOW CAUSE
It is further ordered that in the event Jerry Valdez fails to join as pruties to
this case the heirs of Maltha Jane Valdez, his application for probate of her will
shall be dismissed."
3. Neither Appellant nor his attorney have the power or authority to
compel the Trial Court to enter a specific order dismissing the application of
JERRY VALDEZ to probate the Febnlru'y 22, 1997, Will of MARTHA JANE
VALDEZ. If entry of such an order is required, the Texas Rules of Civil
Procedure, the Texas Probate Code and the Texas Rules of Judicial Administration
compel the Trial Court to enter such an order; otherwise, the Court of Appeals can
order the Tlial Court to show cause why he has not entered such an order or the
Court of Appeals can issue a writ of mandamus on its own motion and authority.
4. The following documents are also relevant to the reply to the order to
show cause:
a. The February 7, 2012, order to include all heirs as pruties, CR
72.
b. The May 29, 2012, objection by JERRY VALDEZ to the
February 7, 2012, order.
c. The September 28, 2013, motion by JERRY VALDEZ to set
aside the September 9, 2013, order.
2
02.2014, MJV, ESTATE, CAUSE NO. Q.4·13·00SS4·CV, RESPONSE TO FEBRUARY 21, 2014, ORDER TO SHOW CAUSE
5. At the July 22, 2013, heruing, JERRY VALDEZ said that all of the
heirs of MARTHA JANE VALDEZ were pru1:ies and that it was thus unnecessary
for him to take any further action to join them as pruties. See the Reporter's
Record.
6. Section 4A of the Probate Code authorizes appeal of orders that might
otherwise be considered interlocutory. See Womble v. Atkins, 331 S.W.2d 294,
298 (Tex. 1962) (dismissal of an application for probate, or contest of a will);
Krueger v. Williams, 359 S.W.2d 48, 50 (Tex. 1962) (order modifying and
approving the inventory of the estate).
7. Case law teaches that ''To be final and appealable, a probate order
need not dispose of the entire proceeding. Because probate administration is a
continuing process, its nature contemplates that future decisions must be based on
intermediate decisions. Interlocutory appeal is necessary to provide practical
review of erroneous decisions controlling intermediate decisions before their
consequences become ilTeparable." Estate of Novar v. Fitzgerald, 14 S.W. 3rd 378,
379 (Tex. App. - El Paso 2000, no pet.). See also Adjudru1i v. Walker, 232 S.W.
3rd 219, 223 (Tex. App. - Houston [1 st Dist.] 2007, no pet.); In re Estate of
Washington, 289 S.W. 3rd 362, 365 (Tex. App. - Texru"kana 2009, pet. denied); In
re Estate of Boren, 268 S.W. 3rd 841, 845 (Tex. App. - Texru"kana 2008, pet.
denied) (appeal of an order prior to the closing of the estate).
3
02.2014, MJV, ESTATE, CAUSE NO. 04-13-008S4-CV, RESPONSE TO FEBRUARV 21,2014, ORDER TO SHOW CAUSE
8. It is clear on the face of the record that the application of JERRY
V ALDEZ to admit the 1997 Will into probate was dismissed 30 days after
September 9, 2013, without the need of any further action by the Tlial Court. The
dismissal is conectly reviewable by appeal under Section 4A of the AIIDotated
Probate Code and the decisions of the Texas Supreme COUlt in Womble, supra and
Krueger, supra, which are binding on this Court.
9. PRA YER: Premises Considered, Appellant JERRY VALDEZ asks
the Court of Appeals to enter an order allowing Appellant to go forward with his
appeal.
Respectfully submitted,
/s/
ARMANDO TREVINO
State Bar No. 20211100
1519 Washington St., Suite One
Laredo, Texas 78040-0544
Tel: (956) 726-1638
Fax: (956) 726-2034
Attorney for JERRY VALDEZ
4
02.2014, MJV, ESTATE, CAUSE NO . 04-B-008S4-CV, RESPONSE TO FEBRUARY 21 , 2014, ORDER TO SHOW CAUSE
CERTIFICATE OF SERVICE
A true copy of the above document was served 011 the 27th day of February,
2014, on BRUCE ROBERTSON, JR., 8100 Broadway, Suite 102, San Antonio,
Texas 78209, FCLX (210) 224-2417; and on GEORGE H. SPENCER, JR., GEORGE
H. SPENCER, JR., 112 E. Pecan, Suite 1300, San Antonio, Texas 78205, Fax
2101227-0732.
/s/
ARMANDO TREVINO
5
02.2014, MJV, mATE, CAUSE NO. a.-13-00854-CV, RESPONSE TO FEBRUARV 21,2014, ORDER TO SHOW CAUSE
Exhibit E
May 21, 2014, Order of Dismissal
NO.2008-PC·3026
INRE: ESTATE OF § IN PROBATE COURT
§
MARTHA JANE VALDEZ, § NUMBER ONE OF
§
DECEASED § BEXAR COUNTY, TEXAS
ORDER
On this day, came to be considered the Motion of Jerry Valdez for entry of an appealable
order regarding (1) his Application to Admit the 1997 Will of Martha Jane Valdez, dated February
22, 1997; and (2) the denial of his Application to be appointed Independent Executor of Decedent's
Estate.
The Court finds that by Orders dated February 9, 2012, and August 5, 2013, copies of which
are attached hereto and made a part hereof, Applicant, Jerry Valdez, was ordered to join as parties
to this Will Contest, all of the heirs at law of Martha Jane Valdez, Deceased. Applicant has failed
and refused to comply with the Orders of the Court dated February 9, 2012, and August 5, 2013.
The Court has found that all the heirs at law of Martha Jane Valdez, Deceased, are necessary
parties for the complete adjudication of this case by the Court. The Application of Jerry Valdez to
probate the Will of Decedent and Jerry Valdez's Application to be appointed Independent Executor
of the Estate of Martha Jane Valdez, Deceased, should be dismissed for failing to comply with the
Court's Orders dated February 9,2012, and August 5, 2013. It is therefore,
ORDERED thatthe Application to Admitthe February 22, 1997, Will of Martha Jane Valdez
is hereby dismissed.
E:\JAHOFFICElSt8t. Probate JudgeslValdez·Bexar Co\order dismissing appiication.wpd
SIGNED ON THIS THE .;)/ ~YOF M~ ,2014.
JO~ONIII
STATUTORY PROBATE JUDGE SITTING
BY APPOINTMENT
E:\JAHOFFICE\Stat. Probato Judges\Valdez-Bexar Co\order dismissing applic~lI.wpd
Exhibit F
Approval of ROBERTSON's Standing As Contestant
RlE>
IN MAnfRS PIIOBAII
~m rEP :? P) 20
INTBBISTATEOJ
MAR'I'HA JANE VAtDU,
DICBAUJ) BEXAR COUNTY. TEXAS
~t..Pl"",-e~ S'~J\~.J... a.~~+ ~'4-k.~Cn
O<'clof(' ~_~
aUa QVQBllLWOrJIBKI YALUZ· DIIl:AMBNJlwMQflQli ~
mB II1MMABV.nmt:MIN'J' ANI) UQuut J!OB .Am_X" au
Ou J\1ly 22. 2013, QID. em to b; beIrd the Pint Amoaded Motioa for S~ J\ldaTnont
IDd RocpaMt b Attumey'. , . 61ed hIrU by Sorry Vald~ the pcopoDAlBt ud eppliaDl fbt 1110
pI1)ba oftbe 1991 will ofMIriha J_ Va""" deeMled.
ltaY Valdez appeared DJ biI AUOnIQ7. BNaO RobcuoJl.1ho CODtoIfaDt ofdlo wiJ~ who had
\imel)' tlIId hit Amedcd ~ co lllTY Valdcz' Pint Amended Motion for Sw:rmw)' Judament
&ad 1leqY8lt tbt A.UDrIl8y'1 Fea, 'PJ*Nd In ptrIOL The parU6t ~ nsady.
Prior to the oomD1llDOOmcat of the bearIDa. Valdaz Jave to the C~ hi. wrtu.D objocciolll
to WfbilllUlaAed to Ro'-t.loll'. l'Cep0Dlt to Valdez' motion tbr I\IIDZIWY judiment. The Coun.
IftIt dWy OODIiderina Hid objecdoDi and ooutaa1', vpsaeat thcoou, betto), OVElU.LILaS said
oijlCliou.
The Co\U1. aftm bavlna CODIidtn:d VII.' motiou ad Roborucm's rca.ponto ~.ta, aDd
a&r -viDa bcIIC'cl tbeir RIIPOOdvo ~ OBNIBS Sen)' V~ plzlt Amcz1ded Motion for
SUlDDSll1 JQdllD*'t and. ~_ tor AUOtr\OYI , ...
Without deropdq ftom the ~ cndor dtnyiDa VaJdert' motion. the Court erwn the
l'oJ1owiDa otdOC'l teprdiDa Valdez' ",oUcl1:
1. The CO\&ft doDfes Valdez' sununuy .Iud __t olaim tQt Rokrtson il not a creditor
of. "'t·. eItaW lad cbal ba cSoa DOt bavtI stu4!na to \X)~ tile decedent's
VOll !8P024Q
· .
wiD.
2. The Court ~ Valdez' ~ &bat RobettJoa.'B daim apbut tbe ~tls
..., b baawcI tJy rN,JwIbra.
3. Tbc Couft daIIat V.... 1IIopIIoa !bat ~•• IOIplo_ _I wiIb ,j.4 '*
Doro1b.v MIllo is ill 1aO'", iD'IIlid or =lI1fcnoab~. -4-rol~ atuct..
It ia tblI)' ORDBJUU) tbu Jeer, Vlldez it not endtJod fog IWCXJYI:r his attoruy '. fecI~int.Do
this l!r....oll\,
'7 (' •
APPkOVSD AS TO PORM:
MMANDO TlUWINO
T.S.B.N. 20211100
IS 19 WIIbiqtoD S1reet
lAredo, Tau18(N2
(956) 7260J638 Tet.pboue
(956) m2014 Flr.ILaliIes
Aftome:y for Jotry Valdez
SiUes ROBERTSON. JR.
T.S~~. J7018000
8100 BfOIIrIwar. Sidte 102
S&Q ADaomo. TCIUI1.209
(210) 225-4ooJ Telephone
(210) 224-241? PlOIbDlle
V02 f 18P0250
Exhibit G
-_._---------- --~--
June 20, 2011, Denial of ROBERTSON's Claini
~
.~~
D~\0\ CAUSE NO. 2007-PC-2303
GUARDIANSHIP OF IN PROBATE COURT
MARTHA JANE VALDEZ NUMBER TWO
AN INCAPACITATED PERSON BEXAR COUNTY, TEXAS
FINAL JUDGMENT IN BRUCE ROBERTSON's CLAIM
FOR ATTORNEY'S FEES
TO THE HONORABLE JUDGE OF SAID COURT:
On the 16th day of November 2011, and March 22, 2012, the COUlt held a
hearing on BRUCE ROBERTSON's claim against the guardianship estate of
MARTHA JANE VALDEZ for his att0111ey's fees after the judgment entered on
December 23, 2009, had been remanded by the Fourteenth Court of Appeals in
Cause No. 14-10-00323-CV.
The Court after considering the claim, the records of this cause, the evidence
presented and the argument of counsel FINDS:
1. JERRY VALDEZ does not appeal the award to DOROTHY H.
MELLO for her own attorney's fees and expenses;
2. BRUCE ROBERTSON, JR. has failed to prove that he had a contract
to represent the guardianship estate of MARTHA JANE VALDEZ; and
1
tfiC\
\~~
03 .2012, MJV, GUARDIANSHIP, FINAL JUDGMENT IN BR's ClAIM FOR ATTORNEY'S FEES
3. The claim of BRUCE ROBERTSON, JR. for attOlney's fees against
the guardianship estate of MARTHA JANE VALDEZ should be DENIED.
It is therefore ORDERED:
1. The claim of BRUCE ROBERTSON, JR. against the guardianship
estate of MARTHA JANE VALDEZ for attorney's fees is DENIED.
2. ~t are assessed against UCE ROBERTSON, JR., for
.'
which l~texecution issue ifnot timely pai
.~'
f2
3. ~ final judgment.
(L
Sl.3neJ -\-his I Cj-!Jl d~ 0 t JU:ne,
BRUCE ROBERTSON, JR.
State Bar No. 20211100 State Bar No. 17078000
1519 Washington St., Suite 8100 Broadway, Suite 102
Laredo, Texas 78040-0544 San Antonio, Texas 78209
Tel: (956) 726-1638 Tel: (210) 225-4001
Fax: (956) 726-2034 Fax: (210) 224-2417
03.2012, MJV. GUARDIANSHIP. FINAL JUDGMENT IN BR's ClAIM FOR ATTORNEY'S FEES v020'8bP2a·· 52 ' 2
Exhibit H
Rejection of ROBERTSON's Claim
NO. l008-PC-3026
IN THE ESTATE OF *
MARTHA JANE VALDEZ, * NUMBER t,
;) .
DECEASED * BEXAR COUNTY, Tt
MEMORANDUM OF PERSONAL REPRESENTATIVE
The foregoing Unsecured Claim of Bruce Robertson, Jr. in the amount of$114,800.00 was
presented to Marcus P. Rogers, Temporary Administrator of the Estate of MARTHA JANE
MARCUS P. RO ERS
State Bar No. 17179700
2135 E. Hildebrand
San Antonio, Texas 78209
(210) 736-2222
(210) 881-0200
Temporary Administrator for the Estate of Martha
Jane Valdez, Deceased
CERTIFICATE OF SERVICE
I hereby certify that a true and correct copy of the above and foregoing Memorandum of
Personal Representative has been forwarded to the following, on this the..fl day of June, 2011:
Mr. Armando Trevino Mr. George Spencer
Attorney for Jerry Valdez 112 E. Pecan, Suite 1300
1519 Washington, Suite 1 San Antonio, Texas 78205
Laredo, Texas 78040 via fax (210) 227-0732
via fax (956) 726-2034
Mr. Bruce Robertson, Jr. Honorable John A. Hutchison, III
8100 Broadway, Suite 102 Statutory Probate Judge
San Antonio, Texas 78209 815 Walker, Suite 240
via fax (210) 224-2417 Houston, Tx. 77002
CMRRR #700916800001 01378203 via fax (713) 850-9830 ,.
" I'
---_._._----------------------_._....-
.-._,.-. .. -.- .~., ...... . '"
Exhibit I
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Rule 39, Texas Rule of Civil Procedure
TRCP 39. JOINDER OF PERSONS
NEEDED FOR JUST ADJUDICATION
(a) Persons to be Joined if Feasible. A perso n
who is subject to service of process shall be joined as a
party in the action if (1) in his absence complete relief
cannot be accorded among those already parties, or
(2) he claims an interest relating to the subject of the
~cti o n and is so situated that the disposition of the ac-
tion.in his absence may (i) as a practical matter impair
Or Impede his ability to protect that interes t or
(ii) lea\'e any of the persons already parties subject to a
substantial risk of incurring double. multiple. or other-
''\ise inconsistent obligations bv reason of his claimed
interest. If he has not been so j~ined, the court shall 01'-
del' that he be made a party. If he should join as a plain-
tiff but refuses to do so. he may be made a defendant,
or. in a proper case. an involuntary plaintiff.
(b) Determination by Court Whenever Joinder
Not Feasible. If a person as described in subdivision
(a)(l)-(:2) hereof cannot be made a party. the court
shall determine whether in equity and good conscience
the action should proceed among the parties before it. .
or should be dismissed, the absent person being thus
regarded as indispensable. The factors to be considered
by the court include: first. to what extent a judgment
rendered in the person's absence might be prejudicial
to him or those already parties: second. the extent to
which. by protective provisions in the judgment. by the
shaping of relief. or other measures, the prejudice can
be lessened or avoided; third. whether a judgment ren-
dered in the person 's absence will be adequate; fourth. :
wh ether the plaintiff will have an adequate remedy if
the action is dismissed for non-joinder.
( c) Pleading Reasons for Nonjoinder. A plead-
ing assertin g a claim for relief shall state the names. if
known to the pleader. of any persons as described in
subd i\'ision (a)(l)-(2) hereof who are not joined. and
the reasons why they are not joined.
Cd) Exception of Class Actions. This rule is sub-
ipct to the provisions of Rule 42.
Exhibit J
Art. 33, Probate Code
PROB §33. ISSUANCE. CONTENTS .
SERVICE. & RETURN OF
CITATION. NOTICES. & WRITS
IN PROBATE MATTERS
(a) When Citation or i\otice ;-';ecessal"}. \ 11 per·
S')O need b.~ ('iiL'd or othi'l"'s i.';t' ~iH'n nl)tire txrept in
situations in wh i;'h this Cod;: fxpr".~sl~ pro\,ides for ci·
tation or the ~i\·ing of notice: PM idt'd. h,)we\ er. that
even thflugh th i., COdl' does nnt E'xpressly prm ido:' fill' ri·
.latinn. or thE' i,S clcl1ce or rr'turn of nt1 tice in any prt)·
batt' matter. the' CI)urt may. in· it:; di~crctit)r.. ro:'quire
that notice be gi\ eii. and pri:'s.:ribt· the ftJrm ani.! man·
ner of sen·ict' and rdurn therc'tJf.
(b) Is suance by the Clerk or by Personal Rep-
resentative. Th e lnU!!t:; cl-:.'rk sha~1 i;; ..;'.1O: necps..;al:. ri·
tatinns . writs. and proce.,s in probate matters. and all
notices not re~uired to) be is.-;u;:d by personal represt'n·
latin's. with out any ordp r frur.! the court. un!(':'i"; su ch
nrder i, reqljir~d b:: a pru\·i" iun Ijf thi~ Clldr'.
(.c) Contents of Citation. Writ. and :\otice. Ci- [ertd or certified mail to the attorney of record for the
tation and notires issu~d by the clerk shall bf signed personal ;'epresentatire or receil'er, but if there is ~
and sealed by him , c.::d shall be styled "The State of attorney of record, to the persona! representatiH' one: ~
Texas," \oiicfS r<:'qu irpd to be gil'en by a personal rep- ceil'er, ,'I
I
r<:':>entatil'e sha!1 be in I\Titing and shal! be signed by (f) Methods of Sening Citations and i'iotices.;
the rfprt'sentati '.'e in hi~ official capacity, All citation;; (1) Personal Senice. \\nere it is prol'ided thal
'lnd noticeS shai! be di reeted to the person or persons to personal sE'lyice shall be had Idth respect to a citation
bl' cited or notified, she:]! he dated . and ,;hall stilte the or notice, any such citation or nntice must be served
sl:,'le and numbu uf the procceding, the court in Il'hieh upnn the attorney of record for the person tf) be cited.
it is pending, and shall desl ribe ~en e ra!ly tht' nature '.If \otwithstandin~ the requiremE'nt of per:;onal serlice.
tht' pr0ct'edi n~ or matter tl) which th~ citatilln ur notice serl'ice may be made upon such atlorn£'y by itny of the_ ,
rE'iatt's, \0 prcrt'pt dirC'rted tu an officer i~ nt'cessary, A methods hereinelfter spE'rified for sr:r\'ice upon an at-
ritatinn ur notice shall dirt'ct the p e r~nn 01' p€'l'sons torney, If there is no attorney of record in the proceed- ,
cited ill' notified to Gppr:ar by riling a Il'rittl'n C(liltest or ing for Stich persun. or if an attempt to make senice
ans\\'('r. or tu perr')rJll ulher acts rf'quirt'd Ilf him (II' upon thE' attorney \\'as unsuccessful. a citation or notice
thf'rll and shall statt' II'ht'fl find wheri' surh appE'arancf' directed to a p('rson Il'ithin this State must be serredby
or pE·rformancp. is required, \u citation or nfltice shall the sheriff or constable upon thE' pcrson to be cited or
be held to be defectil'e because' it contaill:;" prt.'!cept di- notified, in pCl'son, by delilering to him a truE' copy of
rertl'd to an tiffiet'r iluthr.rizL'd to Sl'rn' it. AlIlI'rils and such citation or notice at least tt'n (10) dal's before the ' ,
IJ thf'r proce ss e,\crpl citations Cinrl nnticrs shall he di - rE'turn da\' thrreof. l'xclusil'c of the dat~ of serlice_'"
n'ctl'd "To any ~heriff nr clJn~telblt within Iht' StiltE.' 1)1' \\llt're th~ pcr~on to be cited or notifiE'd is absent from '
Trxi!5," but Shidl nol be held d('feclil'{, heuluse dirertt'd th e State, or is a nonresident. such cilation or notice ,
til thl' sh('l'iff or (lny constahlt' of a specific ('()Unl~' if rnal'- bE' sen'cd b\',,l!1\'
- disintere;;ted person competenttu :,
Pl'llpcrly sened within thr' nalllrci cuunty b~' such of- make oath of the fact. Said citation or notice shall be re- , '
fictr, turnable at least tt'n (10) days after the date of service. "
(d) \\'here !'\o Specific Form of ;\jotieC'. Ser- E'xclusil'e of the date of sen'ice, The return or the per- ,
,-ice. or Return is Prescribed. OJ' When Prol'isions son selYing the citation or notice shall be fndorsedon
Are Insufficient or Inadequate. In all :;ituations in or nttachE'd to same: it shall sho\\' the time and place of '
\I'hieh thi,., Code rl' qllirf'~ thilt notice bE' giH'n, or that a sen'ice, cerl ify that a true copy of the citation or notice ,
p e r~ ... n be ci!rrl, "nd in Il'hieh Ii sPeLific nit'tlwrl ,.'If gil'- was deli\'ered to the persoil directed to be sen'ed. be '
in~ such nntice iJr of citing such person, iJr a specific subscribed and swurn to before some officer authorized .'4
mdhnd of serl'ict' illid return flf sucl1 ritatif)n or notice bl' the la\l's of this State to take affidm'its, under the !
i;; n,-,t gin'n, lir an insdfici en t or inadequilte pnJd,:;illo h-and and official seal of such officer, and returned to j
itppt'Ctrs I\'it b rbpt'ct tl) any of such matters, r,r when the countHlerk who issued same, Ii in either case such ','
ilny inlE'restfd ptr$oli sn requ ests, such notice or cita- citation o~ notice is returned with the notation that the :
liljn shall bo? issued, s.;'rll'-d, ar,d rdurned in surh man- person sought io be serl'ed, whether \\'ithin or without;:
nEr as the ('Ijurt. by \\Titteil clrder, shall direct in a('Cor- this State, cannot be found, the clerk shall issue a new ,;
dance with tr,is CfJde Ctnd the TeXaS Rules rJf Cil'il citation or notice directed to the person or persons :
PrGcc-du!'e, c_nd 5 ~cJi he,l'e t~c ~ame force arid effect as 50ught to be serl'ed and sen'ice shall be by publication. :
if Ihe manner IJ s.,.nice and return had been specified (2) Posting. \\nen citation or notice is required to :
in !,his COdE-, be posted, it shall be posted by the sheriff or CO!istable :
(e) Ser.... ice of Citation or \otice epon Per- at the courthouse door of the count'.' in \\'hich the pro- :~
sonal RepresentatiYes . Ex ~,=,pt in instances in I\'hirh ceedings are pending, or at the pl~ce in or r.ear the '"
this Code express!y p(lj\'ides a:lOther method of 3er\'ice, courthouse where public notices custoii;uily are ;,
a!1Y notice or citction rEq:.J:red to be serl'ed lipon an:; posted, for not less than ten (l Q) days before the retu~~:
per~,jna! !'epresentati':e iH recei\'tf .5haii be sen-ed by day thereof. exclusiye of the date of posting, The cler ,,;
the c:erk iss:Jir.g ~:Jcn (';:a~jon IJr i1(,r!C/;, The clerk shall $hall de!in'r the original a:1d a copy of such cit,Jion o~:i'~
~fr;:e the sarr:e by "e:;d:r,~ (rH: or:g:r,a! thereof by regis- notice to the sheri ff or a,,\, constable of the proper,,
,
p,' who shali POSt said copy 2. .., he rein prescribec ~"jLh ci:ari'iil el;' n,)ticc'. t,)~e[he:- wirh a certificate of
co un - I -. h I I . . • .
,he per.;!):. s~l·:ir:; ~h" same .'~ljwjn!, th~ feet and time
and return the origmal til t. e c err:. stating In ftwnrt<'n
return thereon the time when and the place Wileri.:' he u( mailing. shan be fi!f'ct and r~cnrded.
osted such copy. The datE' of posting shall be the date (( l \\'r:e!i $:'r.il'E: i~ made b:. ma:/' the datE' of maU -
~f sen-ice. \\ n er posting of notice by a per"on?.! rep!":::- ir;~ ~~:;n D" h·.: d,~t-: 0;' ~er.·il'~. S er.i~e by nai! shall be
sentati\'e is authoriz2d or required. the method herein n:act~ ~ .)[ I".~;; t1?n t's"nt:: 121)) dc::~ bff,)!'" the return
prescribed shall bf' foll 0 \\"f:d. s~ch notices to bt: is:5l1:d day {h~~:'i)f. ~x(,!US: ·:f '1f tho? dat~ of SeiYlCe,
in the name of the represe ntat l'·t'. addressed and drll'.- t D i [i Co ri~<:,i:):: or ne,L,'l' ser:"d hv I-::ailing is re-
ered tOI posted and returned by. the pnlper officer. ~nd turn':'c !Jr..i.:ho:';"c. ~ 0.-: ',': cit:l'i!!:! L'r rl.1'ic? .~hall bi' i..,-
filed with the clerk. :;u~;~_ ar~·~ ~ 'J -~ ,?:;:::t!'·lrl fl'- r:'Jt:r~ ~ha~1 b~~ s=-n'ed b\'
(3) publicati on. Whe'n a person is to be cit.:-d or p"J".;\i;-,~.
noti fied by pu blicatinn. the citati!)n or n'J!ice shall be' t g) Return of Citation or \ otirE:. \!j citations
published once in a nt'wspaper of g<:'Ot'ral cirruii!'inn in ;:;".:.: j: v; f-I.) i ~ "::F"~ :.:. ~~-, ,":;.·rk <:r:1 s~l\'t-'\d b:. pc·r:;oi1al
the coun~ in which thl; proCeeding:; art' pendir.;,!. ilnd ""'!"" :: " . h:: r.~'!:: . :'. ~"'::::;:. II!' t·:. p... ~!i ra! i . )r.. ,;hall be
sa id publ icatio n shall be nut les:; than kn ( IIJ) day~ be- r;:t~:;r<; ~ " [.\ tilt' r'1u:-~ f:";n '.\hieh i~sut'd on tht' first
fore the return da~ thereof. t'xciu:)ire of thP. d,lte' of pub · \j 'Jn:!d:. H:r,·: t~i'" :i-"',,;,:: is p,·r~·-'rit·d.
lication. The date of publication which said ne\\~piiprr ( b ) Su fficiC: fl CY of Return in Cases of Posting.
bears shall be the date' of sf>r.·ict'. If no nf·w..;papt'r i. i If: ai::: vob;;t: i["iW.·!" ·.·:rl"!''' (i:;~ti'lii \':' fi,)tice is rl'·
publisht'd. printe d. or of ge neral rirc li latirJn. in tht' q~ird [I D-' ~~r-.pd hy p'~.;'ii l~. rl:!( sl!I'h r:itation or nn·
county whe re citation or notice i$ tl) bl: hart. s('r\"ir' (' "I' tir',· i~ !., ..;y.;! irl l''1i'f'l:-rnit:. i'.;t~~ thc' applirah!r:' pro\"i-
such citation ur nlJticf' shall bt' by pfl ..;:in~. it')!'. fJ~' i~1::-: (",,:p. ir e: Li'(1L!IJ!: Ii;' n '~:"i: (~i1rt thr'\ SPt~:it'c
(-I) Mailing. ,lr,d r-:m! j:l '(..-1';" .~h;.!1 h,_ :;'.1 [rit.'i"n l Wl~ Hliid it" any
(.-\) \\'h,'n any citatillfl or notice i. ; rrqllirr.d 1)( p~'r­ .";~Jlr ::· :· I)~ r~IJ:: ': ;l; 'j\.' pi)))) (1 t', -;J:. t,I:' \·"pir.) I'~' such rita·
mitted tl) be ser.·t'd b~ rt'gistered or Ci.'rtified mail. uth':'r tidi! <"JI' r:;lt; '.: tit t:h' pl:t -' l!( P:t,"I·.- p~r.-iITib:'d b~' this
"
than notiei';; rt'qui!'t'd tl) be gin'n b:. persr)nal rrpr,'s,'p- C"..!" l~n ,: rJ,,~ :,':!·i ,. it i:i ~lIfr! ..'i"r'II:. prillr ttl tht' rdurn
tati\·es. the rit' rk ~ha!l i.'sup surh ritatil)f1 vr notirt' an': dtt:: ;~d:Ti ~""'I d i~' ;-;'..I"~. l ! tfl~:Ii;; (J!' r",\if.'t' for tilt' period of
shall serw thr :)(im" b:. spndin~ thp ori~ i nal then'of b:, t::~~~· C,'! ' \\orl;' ~'I ""u.'h I'i~~lt!"=i ·l!' i "tk,.' i..; r,\quirt'c1 tli br
registt' ro?d ()r r,'rtifit'd mail. Any notin: r.'quin:d til tot' r·l.'~:·~~ ~ ~·;· t?-:·' h-')'II"':' ~:lrl r--~ .; "i. dd~ I.I~· -;U::~ l ritati,)n
given by a pt'rsrrnal rc'pre:,entatirt b:: rL'gistpn:c! or c<,r· l·r r.II::,·r'. !!: ;.j ~:.~~. f I··j tL:~ ~:; 'f: 'l~· r;~·f t,,. l'lIn .jtablt\
tified mail shall b;' i:i.-;u?d b~ him. and r.f' sh,tli sC'r.:" tb-·
sam p by s.~nding tne original th~r~of by rr?gi$~P.r,"d "r ~a:i:"- in~· , (old' L"'~ 0:":' tho p' ·ri.Hi III' linH~ ,'laps,;,; r'lr
certified mail. In i'ithpr ra.-ir. th" ritil[jrJn or notiCt .'it1i!:i ''\"~,!,:h ,;:.!L'h .:'; ;,,: :,.r. tl:- n ~i , <: j; :···quin:zl to bt:' po:;tt;'d.
be mailed \" ith iiistrU'-tions to deli"'N tn the addn's.w,· :-;haii :-1"" :l:':·"l~. l;-I~' .,_,(i(if"·nt·~. I,~' ... ,did:ty 1)[ ~IJ ·:-h rita-
only. and with r;:turn ri'('eipt rf'quested. The em't'IIJ~:: -:'t !' i'~ ;~.,~: -: I;' t.~:~, :: ... !-. i':' If !·('~:..r: fii,.. rtf,~·. e\en
conta inin~ slich citation or noticP. shall be add rt's;ed t·, L~' :!~i- ~ !.! ' .:". r " ·~!.::Tl i.: ~::~G ··· . E:'~d ;-: 'J ~~I {:taU'I:1 fir i~;)tice
the at,·jrne:, I)f record in the procf.:,ding fllr thf p•.'r;,,~ ;.s r·:·~ij':.-'~ i. 'i' i ' , ;:-: f :': ~~! ~: S \~--:>'1 at'::. i~ L; ~.)}uerl.
to be cired I)r notified. but if there is non<:,. or i:' re- f i ) Pro(1f of Sei-:ic:e. Pi" II.: ,J oj'";, i'·t in ali cas~-;
turnee u-,d"!;':;;re(~. toP:; t'J the pers'.ln t,1 be citfd t)~ n'1- r:'~J::" '-;, r.I.l~.·.> · ;:,1' ,:tr:": J::. \t,.~ :::~.r::' b:, ~ 1.!~iir.f'Jil)::.
tified. A CIJP:' tj( such r:ita~ion (Jr r.oL,~c. t'Jgetht"~!' ',1, !:.h ; ....., .. ::~. r:·i'.::~;-.; i..: '; ~.' ~"':::'-:" :'~~ : rr f: ;~,: b-:i·'..'ri:: U-.~
the certlfi"a:':: 0:' th .. cierk. or IJi th~ PffS , ii12,! ri:~:d":-.· -';'t~ ~-:- ;' P:-·)'-.:' l:·.':~:.:-r. :: c_·:--~ ~:. H ",~.-:!";(:f.:- .,:·..'--::;rab:::-
ta~i·\·e. c.,; :h.:- CC)~ ~.:E.~ br:- . snl)',\ !!ig rn:: fa~~ u:v: '::.i-:: t.;~' .;~.\.,' r-~ ~:".:1.,jr? J:. ~~.= ::-._~.:"~ ': ~- ';-':-, :'>- . S(- ~. . . j!:c ~ajf? b~
mai~i"~' 5~.(:!i be filed arId reCorG2Q. Ii:: r:-cr ;p: i i r~ ­ ~ :::-- ;'.~:'-: ~>:.:~ ~ i:": '_::. C~ J:J~.,:,W c:' r:-.:: d;::!ja-:!~ of the
tnned. i: s~a.:: DE aCic.ched D t~te c~r::(;!:ate. p:a!'.~ :~. P:· ~. : :,:-:... : ~~ :- :::. pj[,.::~. :i-,:-, ~~f:.~; b:- i:":cdc by
(B ) \\1:e~. an:. citari'1:1or no~it:' e i,: :<:quirec (( p;:-r- ~;-.~ ;.:~·::C:,. I:~- I : ;::'.: ; .;)~:.~~.~: j~ - :.-,c.: ,'.:' f_:-: ei:!;i;()~. te of
mitte::J to; G>: se:--:ed b:. o~dina:-y mai!. thE cierk. 0~ tt..; (~!e ::~~:.\~~:.- ... '.'.~;,-~, a~~~·::6.·.:~ .~~(:~: :5~!11t,': t~lf. dar:: the
pers0,.a! repr.:-s".;;rati,;;:: when reWked 0:: .)ra~!..i:-7 or by ~ ;'!~ ~.:-'~/ ::-.-:- :"1:'" ~~:..~~: :I'f:-. ~j':d ~~r;e a:~a·:r. ec t,) or
order of thE: C·j:.!"t. shall sen'e the sa::;£: b:: r:!a 'l; ::f t:1~ -:-:,:·:···c:·:-.': i:- ~- c. Cl>P:, 'J :' ::::- pt;b;:~~t?: [·j~i('? 0:- eita-
orig::-:a! tIl ;::<: p:>r.;I)' tn b-: ci:ed or not:::ed. :\ C':'P:' "; ~: I :-: 1-. ::-.':' "C.,-'l r ~ :::::-.:-,.i.:-;.: j:. ~a:: p. . }( f 5h<"~~; ~~ IT.ade
[.~ the Ct·rt!f!CCi:-:.~ of the drr~:. t"·l' :r.r!l cJfid~~:dr u;' rre ;'r:~r­
s0:1al rfpresf'nra rirf !lf orhfr p-=r.':·:"! rL(:kir:~ ~iJch ,r-r-
rice, stCi,ing the f?ort [:r.d t;fl1e (d;H!l i !i~,I;l th~ ca~p r.f
sE'r\"irt' by rt'~ i :;tcr<,d r,r CNiit'id m,tf;, [r,:? rt'~l::-~l r,_
ceipt shall r.(, attaLhed [I', tht, c('r~!r"i.,a:f, ii i:: rfc'('i;lt r,,::'
bE't'r1 I'cturnpct,
(j ) RequE' st f Ol' \oti cE'. \1 "n:; [;:1'(' "trier i'tii "P'
plication is fiifod fill' thE' purpllsP nf commFncing iir:1
pr()ceeding in probate. inliuci:"g. but n'l! lim itf'c (r •. it
or
pnJ('reding f!lr the prohi.l!L· a \\'ill. grc.nt pf IE't1,'1'; tt',': ,
tamentary !lr {·f "dmii;i~trilti r'l] enG df.'le)';-]!in;t! ;')[1 I·r"
heirsh;p, clny ~"r~dn !:1[(:'rc'stf'ri in i~(' t'~!,,;e n1(::- fi:t
\\'itl1 the rk:'k a rl:'qut's: in \\Titil!~ that ht' bi' n,'li:';ed (·r
i!!1Y and all. lIr I I I' i\1,\ :-p€'cir"il a!l~ d l'~i g!la:f'rj, n", 'jr.:,'; ,
Ctp pl ications. f, r pleildini!s fili'd b~: iln~ pi· r~',Jr.. (,T by ,: ")
particulilr pl')'S(ln~ specifiutl!~ (k~i~n,dfd in I!'.e rt'-
qUfSt. Th(' leps clnd (,fl:;ts fflr ~'Jlil nlflilf'~ ~h,d; !i\.'
borne by thl:' pnSf\n n'QlIpslir.g ,Leill. (lnrillH' Cif'!'K r:, a~
rE'quin"' C": df-'p",it Ii) ("11\('r thl' .· . ·: iini;"t~( \ d fll:) f .oo\ 'If fi.1 r-
r,ish inf,! ~u, ' h p('r-;'"n ililh thl ' n, fil(' , Ir n·)' ! " '.> :'1'-
qu('stc'ci, The c1l' rk sh,.!1 tl,Hl',Jln sl'f.ri It, Wl h pc's If]
h~ ordinal;' ili,dl ('(lpit'~ I)f a;l~ flf !l',t' dlll l!l llc rH .., ~pr'ci
fie-d in Il.t' rdl 'j f, ~i, Fitilun' ,)! it!-' I kl'K Iii Ctl;Jip!:. i\':'1!
thp fl'llUi':O;! .: \:,,;1fil,t if1\'tl~irl (!~f' all\ P:'''' '{·l·dir. :z,
Exhibit K
-----,'--
Affidavit of Appellant JERRY V ALD EZ
AFFIDAVIT OF APPELLANT JERRY VALDEZ
STATE OF TEXAS §
§
COUNTY OF BEXAR §
My name is JERRY VALDEZ. I am the Appellant in this cause and fully
competent to make this Affidavit based upon my personal knowledge of the facts
stated. All of the facts are true and correct. Upon my oath and upon penalty of
peljury I depose as follows:
1. My mother MARTHA JANE VALDEZ died on September 30, 2008,
at the age of 98. She was survived by 12 children born from her marriage to my
father JULIO, who had predeceased her.
2. On October 14, 2008, I filed an application to probate her estate and
to admit her February 22, 1997, Will into probate.
3. My sister DOROTHY H. MELLO, represented by BRUCE
ROBERTSON, JR., successfully contested the Will.
4. The Will contest was tried before a jury. My siblings ESTELLA
PENA, OLIVIA V ALDEZ and ANGIE CONTRERAS were present at the jury
trial. ESTELLA PENA, OLIVIA VALDEZ and ANGIE CONTRERAS supported
DOROTHY's contest of the Will.
1
07.2014, JV, SR, APPEAL, CAUSE NO. 01-14-000S63-CV, AFFIDAVIT OF APPELLANT JERRY VALDEZ
5. I appealed the judgment that had been rendered sustaining the will
contest.
6. While the appeal was pending, DOROTHY and I entered into a
written agreement wherein she agreed to withdraw her contest of the Will.
7. The Fourth Court of Appeals, noting there was no opposition,
dismissed the Will contest.
8. I then filed a second application to probate the 1997 Will and BRUCE
ROBERTSON, JR. filed a contest to my application, saying that he had standing
because he had a judgment against my mother's guardianship estate. Judge
HUTCHISON ruled that ROBERTSON had standing to contest the will because of
the judgment.
9. The Fourteenth Court of Appeals set aside the judgment and
remanded the case for ROBERTSON to prove what attorney's fees, if any, were
owed to him by my mother' s guardianship estate.
10. An evidentiary hearing was held. I was present at the hearing and I
heard Judge RICKHOFF tell ROBERTSON he did not have a valid claim.
4...
11. On June 11, 2011, Judge RICKHOFF entered final judgment denying
ROBERTSON's claim against the guardianship estate.
2
07.2014, N , SR, APPEAL, CAUSE NO. 01-14-()OOS63r appu..l.
~r ~O~])C,ao~
CONFIDENTIALITY NOTICE
THIS COMMUNICATION IS INTENDED FOR THE SOLE USE OF THE INVIDUAL TO WHOM
IT IS DIRECTED ANn MAY CONtAIN INFORMATION THAT IS PRIVILEGED,
CONFIDENTIAL AND EXEMPT FROM DISCLOSURE UNDER APPLICA.BC~ LAW. IF THE
READER OF THIS COMMUNICATION IS NOT TilE lNTRNDED RECIPIENT, YOU ARE
HEREBY NOTIFIED TRA T ANY DISSEMlNAnON, DISTRiBUTION; OR COPYING OF THIS
COMMUNICATION MAY BE STRICTLY PROHmITED. 1.1." YOU HAVE RECEIVED TIns
COMMUNICATION IN ERROR. PLEASE NOTJF.Y THE SENDER IMMEDlATELY BY
T.ELEPHONE CALL AND RETURN COMMUNICAnON TO THE ADDRESS A60VE VIA THE
UNITED STATF.-S POSTAL SERVICE.
INDEX
CAPTION ...... -- 6
DOCKET SHEET ----------------...... 7-38
APPLICATON FOR PROBATE OF WILL AND
ISSUANCE OF LETTERS TESTAMENTARY (FILED
10-10-2008) ------.. -........................ 39-44
SECOND AMENDED APPLICATION TO PROBATE
1997 WILL (FILED 11 ..16..2010) --------------- 45-53
MOTION FOR COURT TO SPECIFY GROUNDS
FOR CLAIMING THAT JERRY VALDEZ IS
UNSUITABLE FOR APPOINTMENT AS
INDEPENDENT EXECUTOR (FILED 11·16..2010) .....
54-57
LETTER FROM JUDGE HUTCHISON TO
ARMANDO TREVINO (FILED 12 .. 3-2010) ........... - 58·59
OBJECTION TO COURT'S FINDING OF
UNSUITABILITY (FILED 12-15-2010) --------- 60 .. 64
MEMORANDUM OF PERSONAL
REPRESENTATIVE (FILED 06-20-2011) ---.. ---.... -- 65·
66
DEFENDANT'S ORIGINAL ANSWER (FILED 06-24-
2011) -----------------.. -- 67·68
AMENDED OPPOSITION AND CONTEST TO
PROBATE OF PURPORTED WILL AND
APPLICATION TO APPOINT INDEPENDENT
EXECUTOR (FILED 02·03·2012) ......-------------- 69-71
ORDER PURSUANT TO RULE 39, TEXAS RULES
OF CIVIL PROCEDURE (FILED 02·07-2012) ...... -.............
.... --- 72
ORIGINAL ANSWER TO BRUCE ROBERTSON'S
AMENDED OPPOSITION TO PROBATE OF
PURPORTED WILL AND TO APPOINT
INDEPENDENT EXECUTOR (FILED 04·13·2012) •••••
.................. --- 73 .. 75
FINAL JUDGMENT IN BRUCE ROBERTSON'S
CLAIM FOR ATTORNEY'S FEES (FILED 06·19·
2012)---------------------- 76 .. 77
JERRY VALDEZ'S OBJECTIONS TO ORDER THAT
HE JOIN ALL THE CHILDREN OF MARTHA JANE
VALDEZ (FILED 06 .. 20-2011) ....... -..... ------- 78-87
AMENDED OPPOSITION AND CONTEST TO
PROBATE OF PURPORTED WILL AND
APPLICATION TO APPOINT INDEPENDENT
EXECUTOR (FILED 07-11-2013) ----------............ 88-90
CONTESTANT'S AMENDED RESPONSE TO
PROPONENT'S FIRST AMENDED MOTION FOR
SUMMARY JUDGMENT AND REQUEST FOR
ATTORNEY'S FEES (FILED 07-11-2013) ............. ---
91 .. 118
MOTION TO RECUSE (FILED 07 ..31-2013) -------------
119 .. 127
ORDER DECLINING MOTION TO RECUSE AND
ORDER OF REFERRAL REQUESTING
ASSIGNMENT OF A JUDGE TO HEAR THE
MOTION TO RECUSE JUDGE JOHN A.
HUTCHISON, III (FILED 08 ..23-2013) ---------------128
TRAVERSE 1'0 THE RESPONSE TO THE
RECUSAL MOTION (FILED 08-28-2013) -----------
129-133
ORDER DENYING MOTION TO RECUSE (FILED
09-03-2013) -------------------- 134-135
ORDER REQUIRlNG JOINDER OF THE HEIRS OF
THE DECEDENT AS PARTIES TO THIS CAUSE
(FILED 09 .. 12.. 2013) ....................... 136·137
ORDER OVERRULING JERRY VALDEZ' FIRST
AMENDED MOTION FOR SUMMARY JUD.G MENT .
AND REQUEST FOR ATTORNEY'S FEES (FILED
09-12-2013) -------------.. -.. -............ 138·139
MOTION TO SET ASIDE ORDER THAT DENIED
THE RECUSAL MOTION WITHOUT A HEARING
(FILED 09-18-2013) ....... -------.. ---- 140·146
APPLICATOIN FOR HEARINGS AND RULINGS ON
UNHEARD MOTION AND MOTION FOR
SANCTIONS PURSUANT TO RULE 13, TEX. R. elv.
PROC. AND CHAPTER 10 OF THE CIVIL
PRACTICES AND REMEDIES CODE (FILED 09 .. 18..
2013) .... ........ '""'---------- 147-151
MOTION TO SET ASIDE SEPTEMBER 9,2013,
ORDER (FILED 09-27-2013) ...... -...... -.. -----.. - 152-154
NOTICE OF APPEAL (FILED 12-13-2013) ------.... ---.. -
155-157
DESIGNATION OF CLERK'S RECORD (FILED 12-
13-2013) ---------------- 158-160
PREPARATIONS OF REPORTER'S RECORD
(FILED 01-17-2014) ------------------ 161-162
BILL OF COST-.. --............ 163
CERTIFICATE ---.. ---- 164
CLERK'S RECORD
VOLUME! OF1
Trial Court Case No. 2008PC3026
In the Probate Court No. 1
Of Bexar County, Texas,
Honorable, POLLY JACKSON SPENCER, Judge Presiding
IN THE ESTATE OF
MARTHA JANE VALDEZ
DECEASED
JERRY VALDEZ Vp ,RUCE ROBERTSON
Appealed to the
Court of Appeals for ~ District of Texas at Houston, Texas
Attorney for Appellee (s):
Name: ARMANDO TREVINO
Address: 1519 WASHINGTON SUITE 1
LAREDO, TX 78040
Telephone No. (956)726-1638
Email: armando.trevino@hotmail.com
Attorney for: JERRY VALDEZ
Delive~C(a l\Qf ~he Court of Appeals for the ~ District of Texas, at Houston, Texas
",\
\,\ .h "' f, " , on the 17TH day of September, 2014.
, ..-.. .J
, ... A(" • ••• • ••• • " •
..... ~ #, .#.. • ""
: t. ... C
:- ~'\) .. ' ,f! "'.I..,. . . . ,. GERARD RICKHOFF
... ..~. . ~ ...
:;-
: .; : \. ',,- I _ / -: -
. =. : ¥' ,,/' 'i"~
~ ~: ~ -..
, . ,.
.
);: ._. \ 4
\, ....
, " (
j.
Appellate Court Cause No, 0l-14-000563-CV
Filed in the Court of Appeals for the ~ District of Texas, at Houston, Texas
this 17th day of September, 2014.
_ _ _ _ _ __ _ _ _, Clerk
By _ _ _ _ _ _ _ _-', Deputy
1
lUN DATE: Ot/111201~ a.Mar Count~ C.ntraliz.d Docket Syst •• PI: 1 PGJ1a Dl(a~'ODP
RUN liME. 15:SS:.~ JCL: liP PROD
-DOCKET INfORMATIDN"
CAUSE NUH: 2008PC3D2.
DATE FILED: 10/10/2001 COURT: 001 UNP"! D IALANCE; 0.00
TYPE OF DOCKET. CONTEST
···SlYLE"··
MARTHA JIIHE VALDEZ. DECEASED
VS
ACCESS: 0 STATUS. PENDING DATE OF DEATH : 09lS0/2. . 1
·LJTIGA~ INFORMATION-
SEQ LAST 'FIRST 'HIDDLE NAME LIT. TYPE/ATTORNEY DATE
onll VALDEZ MARTHA J4NE DECEASED 10/10/2001
01012 VALDEZ JERRY OTHER 10/1012008
00011 TREIiINO II. ARH.IO OF FACT AND CONCLUSIONS OF LAN
00071 01/27/2010 2OS4 9399 00.2
DESC : COURT CORRESPONDEI4C£
TO HR. aRUCE ROBERTSON. JR. AND HR.
ARHANDO TREVIIIO FROM HIt. DAVID aREM
(RE. MOlION FOR PARliAL SU_Vl
ODOH 02/11/2.10 20SS 0595 0009
DESC: MOTION TO
IN LIMINE FI LED ay JERRY VALDEZ
.0011 0211112010 2OS5 aD2' 0006
DESC: CHARGE OF COURT
0.017 .21111201. 2.:" ailS ODIe
DESC :
PROPONENT'S REQUESTED JURY OUESTIONS.
I NSTRUCTI ONS AND DEFINITIONS
00086 02/111201 • 2'3' lUI 0106
DESC: MOTION FOR
PROPONENT'S INSTRUCTED VEROICT
OU82 02/22/211 0 20Sl 334. .0Ol
DESC: MOTION TO
ENTER JUDGHENT
00064 02124120 •• ZOS' 4470 ODO",
DESC: MOTION TO
TRANSFER CLAIM FOR ATTORNEY'S FEES AND
EXPENSES FROM PRoeATE COURT NUHIIER TIfO
TO PRoalHE COUR 1 NUMBER ONE
0I06S 03102/201 0 U3. 7210 0002
DESC: OeJECTlON
PRO~NTS TO ENTRY OF JUDGHENT
• 0066 .3102/201 • zos. 72Z1 000'
DESC: SUPPLEMENTAL
MOTION TO TRANSFER AND REQUEST FOR
WRITTEN RULING
.006' 05/.212010 2.U 8137 0003
DESC. AFFIDAVIT
OF JERRY VALDEZ
.3/31/201 • 2UlI 76Z5 .OZ,
'"" DESC: MOTION FOR
JUDGIIENT NON OISTANTE VEREDICTO
O.Dtl OS/3112010 2OS8 7851 0012
DESC : MOnON FOR
NEN TRIAL (PROPONE"T'S)
7
RUN DATE : n/17l201~ e... r Count\' C.ntrali2ld Docket Sy.to .. PI' 1 PGI4 : D04"OP
RUN TIME : 15 : 55 : 4' J CL : SPPROD
00." 151071201 0 2041 .a2' ooos
lIEse : HOllOW TO
AD\IANCE HEAR I Nri DATE OF HOT! OW FOI! HEll
TRIAL
00.,5 0510112111 Z041 111'11 0011
lIEse : OIUOINAL PETlTlOW
TO RESCUI1l UNllRITTEN COWTRACTS FOI!
E~CESSIVE, UNCOWSCIC»/AILE ATTV'S FEES
. . 162 0511 l/20 II 00D2
IlESC :
DOROTHV MELLO'S ANSIIER TO PROPDHENT'S
HOllOW FOIl NEil lAlAL
000 . . D5/1912110 2042 0001
lIESC : DEFENDANT'S
OIlIGlNAL ANSNEI!-IRUCE ROIlERTSOW J R.
DO.,7 05/2012011 2142 0101
lIESC : PfRSOWAL CITATION
aRUCE ROIEI!TSON JR. SfRV'D 0511112010
000" 05/2/1/211D 2042 'U2 0002
IlESC : NOTICE
OF APPEAL
01100 05/Z.,2011 2042 "2~ 0002
OESe:
LETTER FROM ARHANDO TREVI NO TO KEITH E .
HOTT LE
olin 0'" 0/211 0 Don
IIESC: HOllOW Til
DISMISS ifill CDWTEST
00101 06/1 I 1201 0 2045 !tlD 0001
DESC : PRDOf' OF SERVICE CERTIFIED HAl
001 O! 0611112010 2D~3 1IO!1 0001
OESC : COURT COIlRESPONDENCE
FROM FOURTH COURT OF APPEALS
OOlH . . 111112010 2045 IOSI oon
lIESC:
"PPELLANT' S HOTI OW TO AlATE APPEAL
00105 06l24n010 2044 0551 OOD I
IIESC : COURl COIlRESPONDENCE
FRo.! THE COURT OF APPEALS
001 O' 06124/201 D 2044 D719 DOOI
DESC : COURT COI!RESPONDENCE
FROM COUR T OF "PEALS
nl17 "/2S/21 1 0 2144 126S DDOI
IlESC : COURT CORR.ESPONDENCE
FROM FOURTH COURT OF APPEALS
"Ioe .. , ,,nOl 0 204 • 4S96 0003
OESe : HOTIOW TO
SEVER
011., / 20 10 2144 9411 0001
001 "
IlESC:
COURT OF APPEALS
DtllI 01112 / 20 10 2D45 069S 0005
OESe :
8
RUN DATE: U/17/201' lIoxer County Centralized Docklt Svst . . Pt: II PGH: DltIl4900P
RUN TlI£: 15:S3:~' JCl: SPPAOD
LEnER FR JUDGE GUY HERMAN TO JUDGE
SPENCER-RE: APPOINTIlETN OF STATUTORY
PROBATE JUDGE
01112 0711212010 20'5 1446 0002
DElIC: COUll" CORRESPONDENCE
FROM FOURTH COURT OF APPEALS
DOllS 0711912010 2045 5005 oODI
DESC: APPEAL
APPELlAIIT'S REQUEST FOR CLARIFICATION
DR MODIFICATION OF 07/3012010
DOllS 071"/2010 2045 505' 0001
DESCI COU!lT CORIIESPDNO£NCE
FROII COURT OF A"EALS
00116 07/301201 0 2U, 0764 0003
DE$C: HOTION TO
DRDER NUNC PRO TUNC
00117 0./0212011 204' 1"2 DOl'
DESC: AlENDEO
FIRST PETITION TO RESCIND UWWRITlEN
CONTRACT FOR EXCESS I VE, UNCONSC 1 DNAIIl E
ATTORNEY' $ FEES
Dill. 0811212010 20" .7l' 0002
DESC: MANDATE
lOll' 0910312011 204' 1521 0 . .5
DESC: MOTlDN FOR SUMMARY JUDGMENT
OF DEFENDANT IIRUCE ROIIERTSON, JR.
00122 0911 01201 0 2". UOI 0020
DESC:
ADVISORY TO TtE COURT
0015
00124 0911 0/201 0
DESC: MOTION FOR
2041
""
JERRV VALDEZ REOUESTING BRUCE ROIlERTSDN.
JII. TO SHOW AUTHDRTTY TO ACT
00125 ot/lSl2olo OOQl
DESC I NOTICE OF APPl PROSATE Will
FIRST AlEI/DED
OOlU a"l S/ZDlI 204.
DESC: AlENDED APPlN FDR PROeATE WIll
FIRST
00126 0911"2010 a530 0002
DESCt
lETTER TO BEXAII COUNTY CLERk FOR TtE
HONORABLE JOHN A. HUTCHISON, III
01127 &5S2 0002
OESC I MOTlDN TO WITHDRAW AS ATTORNEV
(BRUCE R. ROBERTSON. JR.l
nl21 0912012010 20" 0.,7 OOOS
OESC: REQUEST FOR
A tEARING ON PRE-TRIAL MOTIONS
"/2012110 20" 0 •• 0 ODD~
Ofl2'
DE$C: HOT I 011 FOR
RULE U' CONFERENCE
9
RUII DATE: 09f17l20U 1I ••• r Count~ C.nt .... llzod Do.k.t S"'. . . . PI : ' POll: 01(8000'
RUII TIME: 15:M : ~~ JCL: SPPROD
tol50 n/241201D 20"
"I' 0001
DESC : NOTICE
OF SUIIMISSION
10151 1010512010 2'" 92" 0002
DESC: HOllON TO
REQUIRE COURT REPORTER TO RECORD ALL
PROCEEDI NOS
00132 10105/2010 214' '2" 0004
DESC : HOTION FOR
COURT TO TAKE J UDICIAL NOTICE OF
MANDATE ISSUED IN ifill CONTEST
. . 134 1010712010 2050 use 0002
DESC : AFFIDAVIT
TO SERVE ON J UDICIAL ASSIGNMENT
00135 1110712010 2050 0640 0003
DESC : PlAI NTI FF' S
VERIFIED NOTION FOR CONlINU~E
1010712110 2050 0001
DESC,
DOCKET SHEET ON MINUTE ORDER 2010-00
00137 11/01/2010 2051 0002
DESC:
LETTER TO MS . lEE FRDM ARMANDO TREVINO
oOl3e 11/01/2010 2051 0002
DESC : NOli CE
OF IIoITENT TO RE - FllE NOTIONS FILED
DURIIoIG THE PERIOD SEPTEHllERI. 2010
l'HROUOH OCTOBER 4, 2010
0013' 11101/2010 2051 3652 0003
DESC : HOTION TO
SET A PROMPT HEARIIoIG ON APPLICATION TO
PROBATE ifILL AND TO APPOINT AN
I _PENDENT EXECUTOR
DOUO 11101/2010 2051 0059
DESC : HOlIONFOII
NEIf TRIAL
00141 11101/201. 2051 0002
DESC:
LETTER TO HR. lEE FRDM ARMANDO TREVINO
00142 1111612010 2052 211a 0.02
DESC: PLAINTIFFtS
FIRST SUPPLEMENT TO HIS HOllON FOIl NEW
TRIAL
DOlO 1111 "201 0 20sa 2120 0001
DESC :
LEllERS FRDM ARMANDO TREVI NO
00144 11/1l/2010 2052 2121 un
DESC : AMENDED
APPlICAlION TO PRO.... TE 1,,7 WILL SECOND
00145 1111'/2010 2052 2130 IDOl
DESC :
LETTER TO JUDGE HUTCH I SION
10
RUN DATE, 09/1712014 a. •• r Count)' C.ntraUzed Doc~.t Syst ... P,: 11 PGM: DlCB470"
RUN liME: 15:53:~~ JCL: SPPROD
1111'12'10 2052 2131 0002
DESC : MOll ON TO
ENTER ORDER DENVIIIO MOll ON FOR
COWT I NUANCE
0.147 11/1"201 0 2052 0002
DESC :
lEllER FROM AAHANDO TREVINO
001411 1111612010 2052 2135 0001
DESC:
LEllER TO MS. LEE
1111 612010 2052 0004
DESC : MOTION FOR
COURT TO SPECIFV GROUNDS FOR CLAIMING
THAT JERRV VALDEZ IS UNSUITABLE FOR
APPOINTMENT AS INDEPENDENT EKECUTOR
00150 I2IU/21l0 2052 0002
DESC:
LETTER HON JOHN A. HUTCHISON III TO
AAHANOO TREVINO III
00151 12/10/2UO 205S 4510
DESC: ANSWER
TO AND HOllOWS TO STRIKE FIRST AMENDED
APPL. TO PROBATE WI LL. TO DENY APPT. OF
JERRV VALDEZ AS I NDEP. EXECUTOR. TO
ENTER FINAL JUDOI1EIIT DENYIOIG PROIIATE OF
THE I,all AND 1"7 WILLS, AND APPL. FOR
"PPT . OF TEMP. 4OMINlSTR"TOR
00152 12/15/2010 2053 .. 70 0005
DESC : OIlJEClI ON
TO COURT'S FINDllIO OF UNSUITABILlTV
00155 12/15/2010 2055 .. 75 OODS
DESC: APPL. FOR PROlATE WI LL
ROBERTSOW'S LACK OF ST AWDI NO
0.155 12/15/201. 2051 U79 0001
DESC : CERT I F I CATE
OF REGISTRATIOW
. . 157 12/2912110 2054 4107 0002
DESC: REOUEST FOR
PREPAAE THE REPORTER ' S RECORD
00151 1212912110 2.54 43" 0002
DESC : NOTICE
OF APPEAL
to15' 1212"2010 2.54 4511 0002
oliSe; REQUEST FOR
PREPAAE CLERK '$ RECORD
.flU 12/2912.10 2.S4 4S!5 0002
DESC. WOTiCE
OF APPEAL
.0161 12/3012' I' 2054 4"11 0001
DESC :
LETTER FROM COURT OF APPEALS
OOIU 01/111/2011 2055 '1147 0001
DESe: OATH
11
RUN DATE : 1'/11/201' ae •• r C."nt~ Cent r alized Docket Syst •• PI ; 1 1 PGM : DK&"OO'
RUN TIME: 15:53 : " J Cl: $PPIIOD
MARC U$ P . RDGEU
01/111/2011 2055 0002
DESC : IIOIi!)
OOUS 01/2112011 20SS 0005
DESC : CONTEST
OBJ ECT! ON TO ORDER "PPOI NT I NG TE"PORAAY
A~INISTRATOR OR PENDING CONTEST OF "Ill
001 .. 01/20 / 2011 2055 0002
DESC :
lETTER TO J UDGE HUTCHISON FilCH ARI1AHDO
TleVlNO
DOU7 0112012011 2055 37" oou
DESC :
LETR TO ~ III CItHOFF FRCH AR~NDO TREVINO
OOIU 01120/2011 2055 Don
DESC :
lETa TO COUNTV CLERK FilCH AIIIW«lO
TREVINO
DOln DIt2I/Z0l 1 2055 0002
DESC :
l ETR TO JUDGE HUTCHI NSON III FROI1
ARI1AHDO TREVI NO
00170 01/21/2011 2055 4901 0002
DESC:
LETR TO JUDGE HUTCHINSON III FROI1
_ TREVINO
00171 01 121 I2UI 2055 4903 0004
DESC : HOTiON TO
SHOt! AUTHORITY
00172 01 / 21/2 .. 1 2055 4907 0017
OESe . OBJECT! ON
TO IIRUeE ROBERTsON JR, APPEARANCE IN
PERSON AND BV ATTORHEV
oDIn 01121120 11 20SS
DESC : OeJECT! ON
TO JANUARY 4 , 2011 ORDER THAT APPOINTEO
A TEHPORARY AONINISTRATOR "ND 10 THE
POIIERS A"ARDED TO THE TE"PORARY
AONINISTRATOR
00\" 01/211/20 11 2056 0145 0003
DESC : HOTiON TO
AllEGED WilL CONTEST FOR HEARING
00175 01 / 2.I2UI 01411 0102
DESC : COURT CORRESPONDENCE
TO; JUOGE HUTCHISON FROM AAHANDO TREVINO
COPY OF A NOli ON TO SET HEAA I NG
oOla 01/211/2011 0150 0002
DESC : COURT CORRESPONDENCE
TO JUDGE HUTCH I SON FR: AR~NOO TREVINO
APPl I CANT' S OIlJ ECTION TO ORDER APPOI NT -
I NO TEHPORARV AONI NI STU TOR
00171 0 1/ 211/20 11 2056 0152 0003
DESC : OIlJ ECT I ON
12
RUN DATE: D'1l7/2"~ a'.lr CO\lntv Centr.112ed Docket Svstlll p. ; 12 PGH: Dt(a4'OOP
RUlI TIME: 15:55:44 JCL: SPPROD
TO OROfR APPOINTI'4G TEM'ORARV 40111111ST-
RATOR PENDING CONTEST OF WILL
0017a DI/2I1nOII 0155 0002
DESC: eOUIIT CORRESPONDENCE
lO:JUDGE HUTCHISON Fit .ARMANDO lREVINO
001110 2057 112311 0002
DESC : COURT CORRESPONOENCE
FROM I,R_OO TREVINO TO JOI1N A.
HUTCHISON, III, STATUTORV PROBATE
JUDGE
IOlal 05/04lZQII 2057 0005
DESC :
APPLICANT'S COIIPLAINT REGARDING DUE
PROCESS VIOLATIONS IIV THE COURT
001112 03/04/2011 2057 11245 0002
DESC: COURT CORRESPONDENCE
FROM ARMANDO TREVINO TO JUDGE JOI1N A.
HUTCH I SON, III
001&3 O,,04/2UI 2.57 11247 000.
DESC: MOTION TO DISMISS
HILL CONTEST AND FOR SANCTIONS
0 .. a4 0"0I12t11 2059 a421 0002
DESe: CONTEST
tlflLLl
DOIaS 04/01/2011 205' 11595 Don
DESC:
RESPONSE TO JERItV VALDEZ EI GHT SETS
OF MOTIONS AND Oa.JECTlONS
001117 04/0412011 2059 97110 0002
DESC:
LETTERS FROM ARMAIIDO TREVINO TO
JUDGE JON A. HUTCHISON III ..oTI CE OF
HEARING
00l1la 04/0412011 205' '7114 0007
DESC: NOTION TO SET HEARI'4G
APPL I CANT HEHORANDU" aRIEF
00\&9 04/04/2011 2059 91113
DEIC: MOliON TO
ABIDE BV AND TO EHFORCE MANOATE AND
SUTLEI'IENT AGREEMENT
001 90 04/011/2011 20U 3 .. ' 0004
OfSC: CONTEST
00191 04/Oa12011 2060 0002
DEse: OBJECTI ON
TO HEAAtNG ON APPLICANT'S MEHORANDUM
BRIEF REGARDING NOT IONS SET FOR
APRIL a, 2011 HEARING AND HIS MOTION
TO AlII DE IIV AND TO ENfORCE MANDAlE
AND SETTLEHENTAGREEHENl
00192 04(Oa/2011 20U 5 ... ODDS
DESC:
1I0BERl$ON'S LACK OF SlANDI NG TO COl/TEST
13
RUN OATE : n/l1l2014 Bu.r County C.ntrllald Docklt SYlt . . Pa : U PGM : DtlI'900P
RUN TIME: 15 : 53:~4 J CL : SPPROO
III LL MEANS COURT DOES NOT HAVE
SUBJ ECT-MAllER JURISDICTION
01193 H/oallOll 20U 0002
DESC : JURY DEMAND
UGARDING lULL CONTEST FILED 8V
BRUCE ROIlERTSON, JR.
04/.1112011 20U U75 0004
DESC : APPL. FOR
APPLICANT'S SPECIAL EXCEPTIONS TO WILL
CONTEST FI LED BY BRUCE ROIlERTON, JR.
GOl'S 2060 U7. ODOI
DESC : COURT CORRESPONDENCE
FROM JUDGE JOHN A. HUTCHISON III TO
ARMANDO TREVINO, II , GEORGE SPENCER, JR.,
BRUCE ROBERTSON, SET FOR TRIAL ON
02-1S-20U AT 9:10A.M.
00U7 0411"2011 2060 7&73 0001
DESC: IIOT! ON FOR
EXT. OF TIME TO FILE aRIEF EXTENDED TO
05/1012011; FOURTH COURT OF APPEALS
OOln 04/19/2011 20" !Ian 0002
DESC ;
LETTER FROM ARIIANOO TRElilNO
OU" 04/1 "2.11 ZOU 6692 OODS
DESC: 08J ECTION
TO PROPOSED ORDER
00200 05/0612011 20n 0062 OOD<
DESC : MOTION TO
FULFILL MISTRERiAL DUllES
0.201 05/0V20l1 20'1 006 7 0002
DESC ;
LETTER FROM ARMANDO TREYI NO
00202 05/0612011 2262 006' 0004
DESe : REOUEST FOR
FINDINGS OF FACT. CONCLUSION OF LAW
00203 0510612011 20U Don 0004
DESC , COMPLAINT
REGARDING CERTAIN RULING OF TRIAL coun
• HOTION TO RECONSIDER '-20 - 2011 ORDER
00204 05/0612011 2n2 OU7 Don
DESC ; ORIGINAL ANSWER
TO III LL CONtEST F I LED BV
BRUCE ROBERTSON, JR. AND ORIGINAL
COUNTER-CLAIM FOR INTERFERENCE NTIH
PROI'ERTY RIGHT
00205 05/0,,2011 2062 0103 0002
DESC;
LETTER FROM ARMANDO TREIII NO
0021' 05/0612011 2062 0105 0002
DESC ;
LETTER FROM ARMANDO TREIII NO
. . 207 05/ .. /2nl 2062 0107 0006
DESC :
14
RUN DAT£: n/17/21l4 1I... r County C.ntrol1 . . d D•• ket Syste. PI: 14 PGJI. DIUI4900P
RUN TIME: 15:55:44 JCL: SPPROD
JERRY VALDEZ'S SECOt/O COMPLAINT REGARD-
IUOll 05/06/2011 lOU 0115 0003
DESC:
LETTER FROI1 AR~DO TREVINO TO JUDGE
0020. 05/0'/2011 20U DIU 0004
DESC: OIIJECTION PROlATE NI LL
FILED IIY BRUCE ROIIERTSON, JR.
00210 0511212011 20lZ UII. 0004
DESC. INVENTORY
00211 05/1512011 2Ol2 45911 0002
DESC: ORIGINAL ANSWER
COUNTER-DEFENDANT'S
"212 OVOIlZoll 2065 5441 OODS
DESC: NOTICE
PAST DUE FINDINGS OF F ..CT AND
CONCLUSIONS OF LAN
01213 OVOI/2011 20U 544' 0022
DESC: OIJECTION INVENTORY
AND MOTI ON FOR SANCTIONS
00214 0'"712011 2063 U'4 0005
DEst: CLAII1
FI LED BY BRUCE ROIOTSON JR, U 1'1100.00
OO2IS 06/0912011 0000 0000 0000
DESC: NOT. OF CLAII1 FILED
I1AI LED TO I1ARCUS ROGERS ON '11 Dill
002111 0"2012011 2064 son 0001
DESC: IIEJECT! ON OF CLAII1
FilED BV BRUC£ ROaEA;lSON • .JR-.114,600.00
01217 0"21/2111 un 0006
DESt: oaJECTI ON
TO JERRY VALDEZ' IIEQUEST FOR FINDINGS OF
FACT AND CONCLUSIONS OF LAN
(BRUCE ROBERTSON'S)
00220 0"21/2011 20U SHII 0007
DESC: PLAINTIFF'S ORIGINAL PETITION
01221 "/24/2011 III" '002
DEst: ORIGINAL ANSWER
OF DEFENIlAlolT -lWItUS ROGERS
00222 01101 12011 2065 25S' 0005
DESt: MOTION FOR SUI1IWIY JUDGMENT
COIIIITER-DEFENDANT'S
D0223 07101/2011 0003
DESt. RESPONSE
TO COUNTER-PLAINTIFF'S REQUEST FOR
SANCTIONS (CROSS DEFENDAIoITS)
01224 07122/2011 20U 0012
DESC.
ADVISORY TO COURT IY JERRY VALDEZ
00225 OU2ZIlOII zou 0002
DESt.
ADVISORY TO COURT TO HONORABLE JOHN
A. HUTCHISON III
15
RUN O"TE: 0"171Z0I4 II . . . . county ClntraliZld Ooc~at beta. PI: l!o POll: OU4,00P
JlUN TIME, 15,55'~4 J CL : SPPROO
0022t 0712212011 20U 4370 0002
DESC: GUARDIAN'S
REJECTION OF CLAIM OF IIRUCE ROIIEIITSON,
JR'S CLAIM
00227 011/0212011 20U e'29 0004
C£$C: INVENTORY
TEMPORAlty AMENDED (DOD) 09130/2008
Dl2211 01llOlI/2111 20U 0001
DESC: COURT CORRESPONDENCE
FROM FOURTH COURT OF APPEALS
002i' 011/0412011 2067 2217 0008
DESC :
FIRST SUPPLEMENT TO RESPONSE TO MOTION
FOR SU_RV JUDGEMENT
00230 011104/2011 2"7 2225 0017
DESt: RESPONSE
TO COUNTER-DEFENDENT'S I1OTlON FOR
SUI1HARY JUDGEMENT
Denl 0110412011 2067 2242 oaos
DESC: MOTI ON TO
REQUIRE ROIERTSON 10 AMEND HIS PLEADINGS
REGAADING THE INVALlDITV OF THE DECEMBER
23, 2009 JUDGEMENT
00232 01/1'12011 2067 2245 0002
DESC : HEMORANlJUt4
FROM ARPIANOO TREVINO 10 THE HONOIIAIILE
JOHN A. HUTCHISON, III. STATUTOIIY
PRDD"lE .JUDGE
0810412011 2067 2247
DESC, OBJECTION
BY DOROTHV H. HELLO, TO CLAIt4 OF BRUCE
ROBERTSON, JR.
002H 01llOV2011 20'1 22110 0002
DESC : MEMORANDUM
FROII ARHAHDO TREVINO TO THE HONOIIAIIlE
JOHN 1<. HUTCHISON, III, STATUTORV
PROIIATE JUDGE
00255 01l/0~/20l1 20'7 22112 0005
DESC : OBJECllON
TO CLAIM OF IIRUCE ROIIERTSON, JR .
00236 011/0412011 2067 2287 oon
DESC: I1011ONFOR SUHHARY JUDGHENT
ADHlTllNG 1"7 WILL TO PROBATE
16/05/2011 2017 35t1 0001
002'7
DESC : NOTICE
FOURTH COURl OF APPEALS
0023e oell"2011 2067 52~. 00"
DESC :
IWVISORV TO THE COURT AND RENEWED
OBJECTION TO HYIIRlD PRESENTATION
00241 08/15/2011 20,7 8568 0002
DESC: RESPONSE
16
RUN DATE: n/17l2D1~ IIOXlr CO.ntll Contrll1Z1d Docket Sl/&hll PI: a PQM: DIlll490DP
J Cl: SPPROD
IIV PUCE ROIlERTSCOI, TO JURV VALDEZ'
IIOTiON TO REQUIRE ROIlERTSON TO .\MEND HIS
PLEADINGS REGARDING THE INVAlIDITV Of'
THE DECEMIIER 23, 20., JUDGEMENT
IUSf Oe/17l2011 5274 0002
DESC: RESPONSE
TO OIlJECTI ONS TO CLAI M OF BRUCE
ROIlERTSON, J R . FILE HEREIN BV JERRV
VALDEZ
. . 240 oe/17/2111 20U 0002
DESC' RESPONSE
TO OIlJECTlONS TO CLAIM OF aRUCE
ROIIERTSON, JR. F I LED HER£! II IIV J ERRV
VALDEZ
00242 011/2412011 2 .. e 5270 oou
DESC : OPPOSITION
TO TEMPORARY AllHlN INV
00243 06/24/2011 0003
DESC :
TRAVERSE TO COUNTER DEFENDANT'S
RES'ONSE TO COUNTER- PLAINTIFf'S HOTION
FORSANCTI ONS
00244 06/2'12011 2DU 3279 ooa
DESC: HOllON TO
TRANSfER T~ SUITS
00245 0112,4/20 11 20U 32,. 0012
LETTER FROM
HUTCHISON III
AI._
DESC : COURT CORRESPONDENCE
TREVINO TO J UDGE
0024~ Oe124/2011 20 •• 52'. 0002
DESC : COUltT CORRESPONDENCE
LETTER FRllH ARMANDO TREVINO TO GERARD
RICJ(HOFF
00247 0813112011 2"11 ~"5 IOn
DESC : APPL TO RESIGN
0024.
AS TEMPORARV AllHllilSTRATOI.
'''0712011
DESC : CLAIM
2 . .' .... 0005
(OeJECTlONI OF aRUCE ROIIERTSON, JR .
00249 0910"2011 20" OIUI 0004
DesC : CLAIM
TRAVERS RESPONSE TO OIlJECTI ON TO elM 11
Of' PUCE ROIIERTSON, JR . FILLED av
JE~RY VIILDEZ,
01250 09/ 1 4/2011 20" 0005
DESC: HOT! ON fOR
BRUCE ROIIERTSON JR. TO SI10W AUTHOIU TV
TO FILE II PRO SE PEll TlON AOAI NST MARCUS
p . ROGERS. J ERRV VALDEZ'S VERIFIED
01251 0"14120 1 1 20., 00D4
D£SC , OaJECTION
AND SPECIAL EXCEPTIONS TO ORIGINAL
17
RUN DATE: "/17I201~ aonr County ClntrU1Z1d Oockot SysteM PI: 17 PGH : OK14'00P
JeL : SPPROD
PETITIOH OF IIIUCE ROIERTSOH JR •
• U52 0"1~/2011 2." • .,0 0002
OESC :
LElTER TO JUDGE HUTCHI SOH FRot1 IIRIWWO
TREVINO
00255 "/14/2011 20" un 0002
OESe : REQUEST FOR
CLIIRIFIC"TIOH OF THE TERM "STATUS
CONFERENCE"
0025' .tl22/2011 20., '340 DOOS
DESC: FI ..... L ACCOUNT
Ons. 0'/22/2011 20U 9256 0005
DESC:
DECLARATI OH OF DOROTH'I H. HEllO
01257 0912212011 20., 'ill 0004
DESC :
JERRV VALDE2 REQUEST TO SET VARIOUS
HOTlDHS
00259 09/22/2011 20., 0002
DESC I
LETTER FRot1 AnV TO JUDGE HUTCHINSOH III
002.0 09122/2011 20., 'U 7 0004
DESC :
00255
ADVISORY TO THE COURT
,,/2312011 20.,
DESC: NOTICE OF APPL FINAL ACCOUNT
, ... 0001
00256 0912612011 2070 Oil' 0002
DESC : NOTICE
Of SCOPE OF REPRESE14T ,\1 I OH
G02n 10/31/2011 2071 9U7 0002
OESC: RESPDHSE
TO MUtE ROBERTSON. JR.·S REQUEST FOR
DISCLOSURE IflLEO BV DOROTHY H. HELLO )
U2U 10/31/2011 2071 0002
DESC: COMPLAINT
DOROTH'I H . HELlO'S TO IEII4Cl SERVED MITH
... REQUEST FOR DISCLOSURE IV IIRUCE
R.OIEJlTSOH. J R.
002U 10/3112011 2071 0002
lIESC:
LETTER TO INSURERS FRot1 IIRHANDO lREVl140
002.5 10/31/2011 2071 0002
DESC :
LETTER TO J UDGE HUTCHINSDI< FROM IIRIWIDD
TREVINO
002U 10/51/2011 20 7 1 ,a45 0010
DESC: HQTI OH TO
SET HEARING JlEBARDII4Cl _DATE
oon7 1015112011 2071 9855 0021
DESC : MOTION FOR
COUECTIOW OF I\IOOUNT OF SUPERSEDEAS
BOND AND FOR DEPOSIT IN DECEDENT'S
18
RUN TIlE, 15,53:45 JCL: SPPIIOO
ESTATE
11/0212111 2072 4U5 0002
DESC,
LETTER TO JUIIG£ HUTCHISON FRO" ARMANDO
TilEY I NO
002" 11102/2011 2072 4117 0004
DESC : MOliON TO
ABATE REGARDING lIRUCE ROBERTSON. JR.$
CLAIM AGAINST Tt£ ESTATE OF NARTHA JANE
VALDEZ
. . 211 121"12111 2074 27&1 0005
DESC: NOTICE OF t£ARING OF
JERRY VALDEZ' S COMPLA I NT
00271 I2IU/2t1l 276' 0013
DESC: MOll ON TO
SET ASIDE INTERlOCUTORV ORDER
DENYING COUNTER PLI\IIITIFF'S MOTION FOR
SANCTIONS
00272 1210612111 2074 276' 0004
DESC : MOTION TO
SECOND MOTI ON
01213 12/1"2011 2014 27"
DESC: OBJECTION
TO ORDER
00274 121"/2011 2014 5152 0002
DESC:
LETTER FR ARMANDO TREVI NO TO
HON JONH A. HUTCHINSON III
00275 1210612011 207' 5'54 0004
DESC; REQUEST FOR
(JERRY VALDEZ) FOR A HEARINCI OF VARIOUS
MOTIONS PREVIOUSLV FILED BV HIM
D027i 1210"2111 2014 5'58 0002
DESC;
LETTER FR ARMANDO TREYINO TO
NON Jot< A HUTCH I SON III
DOl71 1210612111 55" '103
DESC: HOTUJN FOft
(RENEWED) IIIH rTEIi RULINGS ON MOTIONS
00176 1211 "2111 2075 0005
DESC: MOTION TO
SET ASIDE INTERLOCUTORV ORDER
DENYING COUNTER-PLAINTIFF'S MOTION FOR
SANCTIONS
. . 279 1211912111 2115 0007
DESC; MOTION FOR NEil TRIAL
REGARDING ORDER OItANTING COUNTER-
DEFENDANT'S MOTION FOR SUMMARV
JUDGMENT
00261 2D75 0011
DESC: COURT CORRESPONDENCE
19
RUN DATEI 09117/2114 BUlr C•• ntll Clntrll1Ud D.cket SIf,te. PI : U POM : OU,'OO,
RUN TlltEl 15:53 : 45 JCL: SPPROD
COURT OF APPEALS
.OZ&. 1212&/2011 2075 51,4 0001
DESC:
COURT OF APPEALS KEITH . HOTTLE
11282 01/nl2t12 2075 "Ia 0002
DESC: COURT CORUSPOIIDENCE
f1!011 FOURTH COURT OF "",EALS TO- ARIIANDO
TREVINO, DINAH L GAINES,JOHN A
HUTCHI SON III, GERARD RI CKHOFF ,GEORGE H.
SPENCER
oozes 0111 0/2112 20H 1772 0004
DESC: COHPLAI NT
REGARD I NG ORDER ENTEltED WITHOUT NOli CE
OR wrTHOIIT AN EVIDENTIARV HEARING
D1/10/lU2 20H 17H 0002
DESC: COURT CORRESPONDENCE
ATTORNEV TO JUDGE HUTCHISON
D028S 011l0n012 177&
DESC: MOll ON FOR
secONI) COhIFERENCE PURSUANT TO RULE I U
OF THE lEXAS RULES OF CIVIL PROCEDURE
01/1012012 2076 1782 0020
DESC: ANSWER
FIRST _OED TO ROBERTSON'S CLAIM,
FIIlST AMENDED ANSWER TO ORIGINAL
PETllION,AND FIRST AMENDED COUNTER-CLAIM
AGAINST ROBERTSON
00287 01/10/2012 ZOH 1802 0005
DESC: HOlI ON TO SET DOCKET
AND TO ENTER WRITTEN RULINGS ON >lUHEROUS
HOTIONS FILED BV JERRV VALDEZ
00288 01/1lllOl2 lOH 1807 0002
OESC : COURT CORRESPONDENCE
ARHANDD TUVINO , AlTV TO JUDGE HUTCHISON
0028' 01/1012012 20" Ian 0016
DEse : SUPPLEHEIIT AL
TO HOlIDli FOR SUMMARV JUDGHEIIT
00292 0111112012 207' 72U 0005
DESC: OSJ ECT/ 011
SECONI) S£T OF ROSERT ROBERTSON'S COI(JEST
OF THE I "7 WILL
onn 01/1212012 201' 7271 0104
DEac : RESPONSE
DEFEHDAHT BRUCE ROBERTSOII, JR TO
PLAINTIFF'S FIRST AMENDED SET OF REOUEST
FOR ADMISSIONS
01/25/2"2 2077 IU7 0002
DEse: ANSWER
FIRST SU'PLEHEIITAL OF COU>lTER-DEFENDANT
BRUCE AOBERTSDII
002" 02/02lZI12 Z077 saas 0002
DEse : COtiRT CORRESPONDEHCE
20
RUW DATE: D'/17/2U~ a.IC'~ County Clntr.1J.2.ld Doclctt Svst ... PI; 20 PGM: OK.~'oa'
RUN lIP1E: 15155:~S JCL: SPP~OD
FROM ARIIANDO TREVINO,AllY TO JUDGE
HUTCHISON
00291 02/05/2012 2017 5565 0002
DESC:
EFFECT OF DENIAL FO APPLICATION FOR
MIlT OF HANOAJ!US
0129& .2103/2012 2017 5361 ooos
DESC: HOTION TO DISMISS
ROBERTSON'S PETITION AGAINST ROGERS
"2" 02103/2012 2071 53" ooo~
DESC:
SPECIAL EXCEPTIONS TO Mill CONTEST FILED
BY BRUCE ROaERTSOH,J~
oosoo 02/03/2012 2071 ooo~
DEse: HOTiON TO DISHISS
Mill CONTEST FOR LACK OF JU~ISDICTION
02/05/2112 2017 OOO!
00315
DESC: Al£IIOEO
""
OPPOSITION AND CONTEST TO PROBATE OF
PURPORTED ifiLL AND APPLICATION 10
APPOINT IIIOEPENI)ENT EXECUTOR
onOl 02lOS/2012 21n 9923 0003
DESC: ORIGINAL ANSWER
fIRST AMENDED; TO ifIll CONTEST
00308 I2/OS/2012 2017 "26 0006
DESC: HOTION FOR
CONTI NUCE
.un 02108/2t12 2.17 9919 ooo~
DESC: RESPONSE
CONTESTANT'S TO PROPONENT' II MOll ON FOR
SUMMARV JUOGP£NT AND SUPPLEPIENT 1>£RETO
onn 02/1012012 2.17 '~i2 0002
DESC: COlIRT COR~ESPONDENCE
FRDH ARIIANDO TREVINO,Any
OOSl~ 0211012012 2011
'''4 0003
DESC: HOTION FOR NEN TRIAL
003" OZl10/2012 2076 2286 0001
DESC: COURT CORRESPONDENCE
COURT OF APPEALS
00310 02/1"2012 2018 asiS 0102
DUC: NOTICE
OF APPEAL
00311 02/21/2012 2018 83'7 0002
OESCI CE1UIF1CATE
OF WRITTEN DISCOVERY
00312 12125/2012 207a 1297 0002
DESC: COURT CORRESPONDENCE
FROM FOURTH COURT OF "PPEALS (IN RE :
JERRY VALDEZ' HOTI ON TO CORRECTl
80322 .212412012 2078 8'SO 0001
DESC: COURT CO~RESPOND£NCE
COU~T OF APPEALS
21
RUN DATE: 09117/2014 lit . . , e.u.t~ etntrtl1ud Docket SYSUM PI: 21 PGH: DOUOOP
RUN TIlE: 15:55:45 JeL: SPPROD
'1525 1212412012 2071 6951 0001
DESC, COUIIl CC41R£SPONDENCE
eOUIIT OF APPEALS
USU 0212&12012 Z076 "16 0002
OESC: COUltT CC41RESPONDENCE
FROH ARHANDO TREVINO ATTV
0051' 02l26/ZI12 2078 9'20 0003
OESC: HOTIOIoI FOIl NEil TRIAL
OURING COURT '$ PLE1lCE
anu .lI/n/2alZ 2089 IDOl
OESC: REQUEST F~
POST NOTICE
D03U 08/03/2012 2 •• ' "Z7 DOOI
DESC : COURT CORRESPONDENCE
FROM FOURTH COURT a.' APPEALS
00358 •• /01l2DI2 2D89 D002
OESC : COIIRT C~RESPONDENCE
HON JOHN A HU TCHI SON III
onu all/07/2D12 20.9 "28 OOOZ
DESC : COURT C:~RESPONDENCE
FROM 4TH COURT OF APPEALS
OD357 01110912112 208' toOl
DESC: NOTI eE OF APPL
FOR APPOI HTMENT AS TEMPORARV
AI)IIINISTRATOR
Dn.4 '''2412112 2 .. 3 4952 IDOl
DESC , COURT cORRESPONDENCE
LT TR FROM trlH COURT OF APPEAlS
aous 09l11l/ Z012 Z09~ 4402 1022
onC: PETI TlON FOR
WRIT OF MANDAMUS FItM 'lH CR T a.' IIPPEALS
onu '911&12012 2094 4434 0075
DESC:
APPENDIX FRM 4TH CR T OF APPEALS
DUll 10/1612012 2096 3248 0005
DES!; : MOTION TO
RENEWED APPOINT A>I ADHINISTRAT~ OF
DECEDENT'S ESTIITE
01368 1 01 2312Gl 2 2D" IIU2 ODOZ
DESC : COIiRT CORRESPONDENCE
fOURTH COURT OF APPEALS
vou, 11/2912Gl2 2.,. 9821 0003
DESC : MOTION TO
ENTER ORDER SEl l iNG HEARINGS OR REFUSING
TO SET HEARINGS
01370 OSI2"2013 210. 010' 0002
DESC I
LETTER FRON ARMANDO TREVINO ATTV TO
GUV HERMAN JU~
00311 03/U/2D13 2106 01 11 0008
DESC :
25
RUN D"TE: 09/17/2DI~ lIulr County ContrlllZld Docklt SYlto. PI : 25 PGII: OIlI""P
JCL : SPPROD
VERIFIED ~TION FOR ACliON PURSUANT TO
SECTION 25.0022
01575 0i/25/201S 2112 0047
DESC . HOlI ON FOR SUItWIY JUDGf1ENT
FIRST AlENDED REGARDING ROBERTSON'S
ROaUlSON'S CLAIM 4GAINST DECEDENt'S
EST"TE.
01111/2013 2112 9511 Don
DESC : AlENDED
OPPOS III ON AND CotlTEST TO PROIIAlE OF
PURPORTED WILL AND APPLICATION TO
APPOINT INDEPENDENT EXECUTOR.
OOS75 07/1112113 2112 .514 0001
DESC : CONTESTANT'S
AMENDED RESPONSE TO JERRY IIALDEZ'
OIJECTION TO ORDER THAT 1£ JOIN ALL OF
THE I£IRS AT LAW OF MARTHA JANE IIAlDEZ
AND MOliON FOR ENFORCEMENT OF SAID ORDER
0137' 01111/2013 2112 '521 002&
DESC , CONTEST ANT'S
AMENDED RESPONSE 10 PROPONENT'S FlRSl
AMENDED ~TII'N FOR SUMMARY J UDGEMENT
AND REQUEST FOR ATTORNEV' S FEES
00577 07l51/2t13 211~ 22" 0002
DESC : MEMORANDUM
FROM ARMANDO TREVI NO
00571 01151120U ZI14 2Zle Don
DESC : HOTION TO
RECUSE
0057' OIl/OIl/ZIIS 2115 35.5 DDOZ
DESC . NOTICE
COIlAT FEGAROI NG JERRY VALDEZ' MOllON TO
RECUSE
. . 3110 DIIII.,ZII5 2115 IIZS' OOOZ
OESC . REQUEST FOR
FOR A HEARING OF THE MOliON TO RECUSE
TI£ HONORABLE J DtiH A. MUTCHISON III.
nUl 011/2012113 ZIU IOI~ 000.
DESC : OIJECliON
AND RESPONSE TO JERRV VALDEZ HOllON TO
RECUSE
"585 01112&12113 21U
"" 0005
DESC : MOll ON
lRAVERSE TO THE RESPONSE TO THE RECUSAL
DtU4 0&121112015 21U "74 0002
DESC :
COliER LETTER FOR ARMANDO TREVINO
DOUS 011/21112015 21U "76 0002
DESC .
COVER LETTER FOR ARJIANI)() TREVINO
003 •• '''12I201S 21ltl 02" "01
DESC: COURT CORRESPONDENCE
26
RUllIlATE, "/17/201~ '"xar County Clntrallzld D•• klt Systl. Pt : 2' PGII: 1lIt'~"DP
JlUII TIME: IS : 5S : ~5 JCL : SPPROO
F1tOM HDH . JOtfoI HUTCHISON, III TO
GERAAD RI CKHQf F
OOS67 ,9I16/2I1S 2116 l isa 0007
DESC: HOT! ON TO
SET ASIDE ORDER THAT DENIED THE
RECUSAL HOTiON WITHOUT A HEARING
OOS66 09116/2013 2116 I US OODS
DESC : APPL. FOR
HEAAINGS AND RUL INCIS ON UIH:ARD HOTI DNS
AIoI) HOT I ON FOR SANCTIONS
00389 091271201' 211a 62al DOD'
DESC : HOT/ON TO
SET ASIDE $£'T .. ',2013. ORDER
00'90 11/26/201 3 2122 17 . . OODI
DESC : PROOF OF SERVICE CERTIFIED HAl
NGTICE FROM SUPREME CoUR T OF TEXAS
Dntl 1 112l12U3 2122 7170 ODOI
DESC , PROOF OF SERVICE CERTIFIED ""I
NOTICE FROM SUPREME COURT OF TEXAS
OOS'2 Il/U/2t1S 2122 1771 0001
DESC : PROOF OF SERVICE CERTIFIED HAl
NOTICE FRDM SUPREME COURT OF TEXAS
"S93 I2I09/2U' 2123 3243 0002
DESC : _ATE
00'" 12110/2113 2123 4026 0002
DESC : COURT COUESPDNIlENCE
COURT OF APPE.. LS
oosn 121111/2013 21lS '714 0001
DESC: COURT CORRESPONDENCE
FOURTH COURT OF APPEALS
0.,,, 12/24/20lS 2124 2663 0001
DESC : MEMORANDUM
FROM JOtfoI A. HUTCHISON III TO SUSAN
VEATIS.
DI'H I2ISI/2013 212_ SUI 0003
DESC: REQUEST FOR
PRE PARA TI ON OF CLERK'S RECORD ON APPEAL
Du,a IUS I 1201S 2 1 24 SU4 0002
DESC : RESPONSE
AND OeJECTI DNS TO JERRY VALDEZ'
APPPLICATION FOR HEARINGS AND RULI NOS
003" D/ 11112014 2125 321a 0002
DESt : MEMORANDUM
FRDM ARMANDO TREVINO TO CHERYL D. HESTER
10400 0211012014 212. a72' 1002
DESC:
APPEL LEE'S REQUEST FOR PREPARATION OF
CLERK'S SUPPLEMENTAL RECORD ON APPEAL
00'01 IS / oa/20H 2132 2D/1I 000'
DESC : HOTION FOR
MDT! ON TO ENTER APPEALA6LE DRDERS
REGAADING THE ADt1ISSION OF DECEDENT'S
27
RUN D.\TE: O'/17/201~ al.l,. County Clntr.lized Docket S'yat •• Pt: 21 PGf'. oc&".oap'
R\.N TIlE, IS,S5:45 JeL : SPPROO
WILL INTO P~OBATE AND DENYING
APPLICATION TO BE "PPOINTED INDEPENDENT
EXECUTOR
01402 U1I5/2014 2US '0&5 0002
DESC: MANDATE
0&/01/2014 2131 119& 0001
DESC , RECEI PT
OF EXHIBITS
PROB"TE COURT U
COURT REPORTER - VEJlONICA LUGe _LES
DATE OF HEARING - '510212'12
00404 01112112014 21" D003
DESC: DESIGNATION
OF CLERKS RECORD
-TRIAL INFOR"ATION"
SEQ DATE FILED COURT SETT. OATE TI HE All V
0000' 10/unl01 on 10/211200& 02, OOPM
DESC : PROBATE HEARING
.0012 11114/2"11 OD2 1211912001 01 : 30P" AT
DESC: ORDER SETTING HEARING
ON APPLICANT'S SPECIAL EXCEPTIONS
OOlH 12105/20011 002 12/19120011 01,30PH
DESC, ORDER SETTING HEARING
0001& 1211 0/2OD& 012 1211912006 01 :30P"
DESC: ORDE~ SETTING HEARING
00021 1211912008 002 12150/200& OS:O""
OESC. PROBATE HEARING
MOTION TO SET ASIDE THE INTERLOCUTORY
ORDER OF 1111 olOe AUTHORIZING PAYHENT OF
fEES TO "lTV AD LITEM.
0002. 03/1 DI200' 011 U/24120n II : 3D,,"
DESC . ORDER SETTING HEARING
HOTION TO COMPEL AND FOR SIINCTIONS
0002' UII5120 n 002 D4129120n n : 50AM
DESC, ORDER SETTING HEARING
MOTION TO COMPEL ANO FOR SANCTIONS
OOU2 04/2712009 002 05/0.,2009 10: 30AM
DESC: ORDER SElliNG HEARING
1ST AMENDED HOllON TO COMPEL CONTESTANT
TO ANSWER DISCOVERV REQUESTS .
00034 0412112009 001 05".,2009 10: OOAH
DESC: ORDER SElliNG HEARING
MOTI ON FOR CONTI NUANCE
00040 05/Ut20" .IZ h/24/20n 10 : 00,," AT
DESC , PROBATE IEARING
ON MOTION TO ENTER ORDER GRANTING
ooosa 05/2112009 002 h/24/2009 10 : 00AM "T
DESC : PROBATE IEARING
ON 11£ OIlJECTION TO ORDER REGARDING
HAV •• 2009. HEARING AND COUNTEII - HOTION
28
RUN OATE, 09/1112114 a... r C•• ntll C•• tr.llzod Oocket SlIlh. PI: ZII PGI1: DKU900P
JCL: SPPROD
FOR SANCTt ONS
00041 05/2112109 002 AT
DESC: PROBATE HEARING
ON I«lTl ON TO ENTER ORDER GRANTt NG
SANCTIOWS
16/H/zon 011
DESC : ORDER SETTING HEARING
I«lTtON TO RESCHEDULE ORAL DEPOSI TlON
1004a 01lZ11/21n .,2 10/01120., 02 : 00PM
oESC : ORDER SETTING HEARING
I«lTl ON TO COMPEL AND FOR SANCTI ONS
10050 07/211/20., 012 10101/2009 02:00PM
DESC: ORDER SETTING HEARING
HOTION FOR A RULE I" CONFERENCE
00052 07/2a/2009 002 1010112009 02 : 00PM
DESC: ORDER SETTING HEARING
O.aJECTlONS TO THE AFFIDAVITS OF _ I E
CONTRERAS AND STELA PENA
01054 oa/OS/20n 002 oa/osnoo. 02:00PI1
DESC : ORDER SETTING HEARING
I1DTtON FOR PROTECTIVE ORDER
UOSII nns/zo" 002 1010112009 02 : 00PM liB
DESC: PROIIATE HEARINO
ON DOROTHY HELLO'S I«lTlON TO COMPEL AND
FOR !lANeTt ONS
ooou 10123/2019 002 12130/200' 02 : 00PM
DESC: ORDER SETTING HEARING
""4 10/23/2D" 002 12/30/200' 02:00PM
DESC: ORDER SETTING HEARING '
OOOU 11/2312009 002 12130/2009 02: OOPI1
DESC: PRDIIATE HEARING
uoao 1212"2009 101 11121/201 0 09: SOAM
DESC: ORDER SETTI~G HEARING
1«l1lON FOR PARTIAL $~V JUDGHENT InLL
liE HEARD IIY WRITTEN SUBMISSION
000113 02122/2010 002 03/02/2010 10 : 00AM
DESC: PRDIIATE HEARING
non 03/2912010 001 05/25/20 I 0 02 : OOPI1
DESC : NOTt CE
OF HEARl ... I1DTlON FOR NEil TRIAL FILED
IIY PROPONENT JERRY VALDEZ
60094 0510112010 002 0511312010 02 : 00PI1
OESC : ORDER SETTING HEARING
oao.a 05/2012010 002 '.lOa/201 0 10 : OOAM
DESC: ORDER SETTING HEARINO
UUS 1010112010 002 10/0712110 09 , $OAM
DESC: HEARING HELD
MTII FOR CONTI IlUANCE
001 S. 12/a/20ID 002 1211512010 Il;OOA"
DESC: HEAR I NG HELD
APP FDR TEI1P AOMI~ISTRATION
001,. 0~/la/201l 001 0211512012 09 , 00""
DESe ; ORDER SETTING HEARING
29
RUN DAlE . 091171201' III . . r County ClntraUzoG Docklt $ysta. P, . 2' PGII : 1lII.1I4901P
RUN TIlE: 15 : 53:45 JCL ; SPPROO
WIlL CONTEST
002U 10/11/2'11 102 II/U/20ll 01 : 30PM
DESC: ORDER SETTING HEARING
HOTiON TO SET FACT - F1IG:IING HEARING
PURSUANT TO .IUDGIENT Of COURT Of APPEALS
00290 01/1911012 002 02/05l201211 , ooAM
DESC. ORDER SETliNG HEARING
00291 0112112012 002 02105/2012 II : OOAM
DESC : ORIl£R SElliNG HEARING
00501 02116120 1 2 002 0"25/2012 09 : 00AM JAM
DESC: ORDER SETTING HEARING
00302 02/"12012 002 1612512012 09:00AM
DESC : ORDER SETTING HEARING
00572 "11 5/2015 002 07122120\3 02 : 00PM
DESC , ORDER SEllING HEARING
• 0 ROE NFORMATION-
SEQ DATE FILEO .IUDGE HAlE VOL UHf PAGE PAGE OIT AMOUNT SOF
00001 12/50/200e TOM RICKHDFF OHI 123! 0001 0 . 00
DESC: ORDER OF
REFERRAL
00002 06102/200' POLL V J ACKSON SPENCE 2022 4952 0005 0 . 00
DESC: ORDER
ON PROPOfENT'S S'EC1~L EXCEPTIONS 2. 5.
4, AND , ARE SUSTAINED AND I, S, AND 7
ARE DENIED.
1000S 0./24/2'0' TOM RICKHQFF 2023 U50 0005 O. 00
Il£SC : ORDER GRANTI NG
CONTESTANT ' S MOTIONS FOR SANCTIONS
01004 1111 "ZOO, TOM RICKHDFF 2031 0101 0 . 00
DESC: ORDER
HOTiON OF PROPONENT J ERRV VALDEZ TO DROP
THE HEARING OF THE HOTiONS SET FOIl
NOVEMBER 10,200'
0I00S 0210112010 POLLY JACKSON SPENCE 2U5 lUI 0001 O. 00
DESC: OIlDER
OVERRUL.ING PROPONENT·S f«)TION FOR
PARTIAL SUHllAAV J U_NT I N WILL CONTEST
0"06 02110/2010 POLLV JACKSON SPENCE 20)5 6029 0 . 00
DESC : OIlDER APPROVI NG
CHAJUIE OF THE COURT
"007 0310212010 POllY JACKSON SPENCE 2056 7441 0002 0 . 00
DEst : .IU_NT
DENVING APPLICATIONS TO PRO.ATE TIOO
WillS
OlOoe 0)113/2010 POLLY JACUOH SPENCE 000 1 0 . 00
DESC : ORDER A'PROVING
PROPONENT'S REQUESTED JURY QUESTIONS,
I NSTR UClI ONS AND DEF I NIT I ONS
0000' U/1l/201D POl l Y JAC~SON SPENCE 2045 0'2 0002 0 . 00
DESC : ORDER
30
RUN DATE: 09117/201. •••• r COl,lnty Clntr.llz.d Docket Syst •• PI : SO POM: DU4900P
RUN TIlE: 15:5S.4' JCL: SPPROD
OF RECUSAL NW ORDEII OF REFERRAL UNDER
SECTION 25.00255 TEXAS GOVER_NT CODE
00010 01111/2010 POLLY JACKSON SPENCE 214~ 47'2 0001 0.00
DESe: ORDER
OF RECUSAL AND ORDER 01' REFERRAL
UNDER SECTION 25.00255 TEXAS GOVERNMENT
CODE
00011 0"50/2010 SANDEE "YAN KAlIl ON 2044 94112 0001 0.00
DESC. ORDER
TI£ APPELLANT'S MOTION TO ABATE APPEAL
I S HEREBY MOOT.
01012 1010112010 JOHN HUTCHINSON 204, as04 0001 0.00
DESC , ORDER AUTHOR III NG
"UCE ROBERTSON. JR' J WITHDRAW AS
00015
ATTDRWEY OF RECORD
10/0112010 JOHN HUTCHINSON
DESC: ORDER GRANTING
2150
." DOli 0 . 00
CONll NUANCE WAS DENIED
01014 10/11/2010 JOHN HUTCHINSON 2050 5412 0002 0.00
oESC: JUDCII£NT
(FINAL SUMMARY)
00015 1211512010 JOHN HIlTCHI IISON 205~ 7152 0001 0 . 00
oESC: ORDER DENYING
MOTI ON FOR WEW TRIAL
1001. 01/U120ll JOHN HUTCHINSON 2054 35211 OODZ 0.00
DESC: ORDER
REINSTATING PLAINTIFF'S NOTIONS
00017 01/04/2011 JOHN HUTCHINSON 2054 7044 0005 '.00
DEse. ORDER APPOI NT I NG TE"PORARY I\DH
tOOla Dl/U/2.11 JOHN HUTCHINSON 205_ 70<4 0004 •• 00
DESC: ORDER APPOINTI NO TE"PORARY "'011
PEH!)ING CONTEST OF WILL
00019 01/1S/2011 JOHN HUTCH I NSON 2055 0848 0002 10000 . 00
DESC: ORDER APPROVI>IG aOND
00020 04/20/2011 JOHN HUTCHINSON 20.1 5135 0001 0 . 00
DESC: ORDER
OVERRULING OBJECTIONS TO PROPOSED ORDER
unl 07113/2011 JOHN HUTCHINSON 20i5 a,u 0001 0 . 00
DESC: ORDER DENVI>IG
JERRY VALDEZ REQUEST FOR FINDI NGS OF
FACT AND CONCLUSION 01' LAW
OU22 0912212011 JOHN HUTCHI WSON 20U 9271 0002 0.10
DESC: ORDER APPROVING
RESJ .......TlDN OF TEMPORAllY ADf1INlSTRATOR
00025 n/~.IZOII JOHN HUTCHI NSON 207. 70U 0001 25~. 77
DESC. OItDER AUTHORIZING
oe024 091,,/2011 JOHN HUTCHINSON 2070 70~. 0001 0.00
DESC : ORDER TER"INATING
00025 II /I 0/2011 JOHN HUTCHI NSON 2072 UZI 0002 0.00
DESCz ORDER APPROVING
TEI4PORARY AIlIIIIoiISTRATOII'S ACCOUNT
FOR FINAL SETTLEHEWT AND AUTHORIZING
31
.UN nAT£ : .9/17/2014 alxl r County Clntraliz.ed Dock.et SYlt •• PI : 51 PGM ~ OU~9'OP
RUN TIME : 15 : 55 : 46 JCl : SPPROO
E)(PENDI TURES
OOOZ. 11/10/2011 JDI*j HUTCHINSON zon 051' 0001 0,00
OESC : OROEII D£NVING
JERRY VALDEZ HOTiON TO ABIDE AND TO
ENFORCE MANDATE AND SETTLEMENT AGREEMENT
OOOZl I lnll20lI J OHN HUTCHI NSON 0002 0 , 00
DESC : ORDER
DENYING COUNTER-PlANITIFF JERRY VALDEZ
HOTION FOR SA!lCTlON$
0I0Z11 11121/2011 J OHN HUTCHINSON 2015 1 ~1I2 0002 0.00
OESC: ORDER GRANTI NG
COUNTER-DEFENOAlllS HOTION FOR SU_Y
J UDGMENT
00029 OI/" / UI2 JDI*j HUT CHINSON 20n 5915 0002 O. OD
DESe : ORDER
SETTING HEARING
nosl 01/2012012 JDI*j HUTCHINSON ZOH 113511 0002 0 . 00
DESC. ORDER
SETT I NG HEARING
OIOlf 01/21 / Z0lZ J OHN HUTCHINSON 20H 10~' 0002 0,00
DESC: AGREED ORDER
SETTING HEARING
DlDSS OUOS/20lZ JOHN HUTCHINSON 2011 "U 0001 0 . 00
DESC: ORDER AUTHOR12IMB DISMISSAL
PET IT ION AGAINST ROGERS AND DENIES
OOOS~ 02l05/ZI12 JOHN HUTCHINSON 2011 "15 0001 O• ••
OESC : ORDER APPROVING INVENTORY
DIns 02/11/2012 JDI*j HUTCHINSON 21111 ZIII~ 0001 0 . 00
DESC : ORDER
PURSUANT TO RULE 59
00052 0211312012 J OHN HUTCH I NSON 2111 ,,~S 0001 0 . 00
DESC : AGREED ORDER
PURSUANT TO RULE 3'
IOU. 02l2012t12 J OHN HUTCHINSON 20711 11'., 0005 0.00
DESC: ORDER
ON VAAIOUS ""TI ONS. OaJECTI ON$ & OTHER "
AlTERS
00031 0~/Z4I2012 JOHN HUTCHINSON 20115 0986 0001 0 , 00
DESC: ORDER
OF DISMISSAL WITHOUT PREJUOICE
000'5 0"I"Z0I2 TON RICKHOf F ZIII' Z651 0002 O• • 0
DESC : JUDGMEm
FINAL JUDGJ1ENT I N .RUCE ROI£R1$ON'$
CLAI" FOR ATT ORNEY'S FEES
DIose 0'/261Z0I2 TON RICKHOFF 2017 07511 0001 O•• 0
DESC . ORDER DENYING
HOTION TO SET ASIDE I NTERLOCUTORY
ORDER DENYING COUNTER-PLMNTIFF'S HOTION
FOR SANCTIONS
SIGNED BY JOHN A . HUTCHISON II I
00'" 011/0112013 JOHN HUTCHINSON 211~ "III 0001 0 . 00
DESC : ORDER REQUIRING
32
RUN DAle: 0911112014 eooar County C•• tral1ud D•• kot Sy.teM PI: 52 PGM: DKU90eP
RUN TIME: 1S:53:4' JCL: SPPROD
JOINDER Of' THE HE 1RS Of' THE DECEDENT
AS PAliTi ES TO THI S CAUSE
eo.,. .8/0112015 JOHN HUTCHINSON 2114 "2' 0002 O.DD
DESC: ORDER
OVERRULING JERRV VALDEZ 1S1 AMENDED
HOlI ON FOIl SU_V JUDGMENT AND
REQUEST FOR ATTORIEY' S FEES
.0041 08/1.,2015 JOHN HUTCHINSON 211' SS" DOOI D.DO
DESC: ORDER
DECLINING HOllON TO RECUSE AND ORDER Of'
REFERRAL REQUESlING ASSIG_NT OF A
JUDGE 1 0 HEAR "THE HOllON TO RECUSE
JUDGE JOHN A. HU1CHISON, III
01042 0"09/2115 JOHN HUTCHINSON 2118 0247 0002 0.00
DESC: OIIDER
REQUIRING JOINDER Of' THE HEIRS OF THE
DECEDENT AS PART! ES TO THI S CAUSE
REPLACES OIIDER SIGHED ",UG 5.2013
OD04S 0""12015 JOHN HUTCHINSON 2118 02" 0002 D. eo
DESC: ORDER
OIIDER OVERRULING JERRY V4lDEZ' FIRST
AMENDED HOTiON FOR SU_V J UDGEMENT
AND REQUEST FOR ATTOIIIEY ' S FEES
REPLACES ORDER SIGHED oa-'S·20IS
000" 05/21/2014 JOHN HUTCHINSON 2140 6592 0002 O. DO
DEse: OIIDER
015"ISSING JERRY VAlDE.Z ·S APPLICATION
TO AOtIIT MILL INTO PROIlATE
III . 0 N I) INFOR"ATION"
SEQ DATE FILED PRINCIPAL
ODODI 01/18/20\1 MARCUS P . ROGERS
AGENT : SHERRI SCHRAER """UN1: 10000.00
SURETY: CAPITOL INDEMNITY CORPOIIATION
REASON: ADMINISTRATOR OF ESTATE FOR": COIIP
RELEASE DATE:
33
2014 OCT 17 Ml g. 28
NO.2008-PC-3026 :.: • I . .', i~;I: ..-:HGr:-
i.~.
E,· I; . l~lJ'3 i,T[ COUf\iS
3D ;',n '~CUfi T Y. Ti::X AS
IN THE ESTATE OF IN ~_PROBATE CQ!1JlT
UEIJUT Y
MARTHA JANE VALDEZ, NUMBER ONE
DECEASED BEXAR COUNTY, TEXAS
APPELLEE'S REQUEST FOR PREPARATION OF
CLERK'S SECOND SUPPLEMENTAL RECORD ON APPEAL
To: Honorable Gerry Rickhoff
Bexar County Clerk
Probate Section
Bexar County Courthouse
San Antonio, Texas 78205
Bruce Robertson, Jr., the Appellee in this cause now on appeal, requests that the following
documents in your file be included in the clerk's second supplemental record to be filed with the
First Court of A12peals in Houston (Cause No. 01-14-00563-CV) on or before October 23,2014.
1. Plaintiff's Original Petition filed on June 21, 2011.
2. Order signed by Judge Tom Rickhoff on September 5, 2012, in Cause No. 2007-PC-
2303, styled In re the Guardianship ofMartha Jane Valdez, an Incapacitated Person,
Volume 2093, Page 6894. (This is in Probate Court No. 2.)
3. Appellee's Request for Preparation of Clerk's Second Supplemental Record on
Appeal (this document).
If you have q~estions about this request, please, let me know.
Dated this ~ 1 day of October, 2014.
Respectfully submitted,
~ /4'6 ell'. TSdv' /AI'
BRUCE ROBERTSON, JR.
T.S.B.N. 17078000
8100 Broadway, Suite 102
San Antonio, Texas 78209
(210) 225-4001 Telephone
(210) 224-2417 Facsimile
brucerobertsonlaw@sbcglobal.net
Attorney and ProSe
Certificate of Service
I certify that a true copy of this request has been served upon Mr. Armando Trevino, attorney
of record for Jerry Valdez, by facsimile transmission on this j ·1 day of October, 2014.
~ ~CI'L1?d1I.
BRUCE ROBERTSON, JR.
8100 Broadway, Suite 102 Board Certified Board Certified
BRUCE ROBERTSON, JR. San Antonio, Texas 78209 Civil Trial Law Personal Injury Trial Law
(210) 225-4001 Telephone Texas Board Legal Specialization Texas Board Legal Specialization
ATTORNEY AT LAW (210) 224-2417 Facsimile
brucerobertsonlaw@sbcglobal.net
October 22, 2014
Mr. Armando Trevino
Ramos - Trevino
1519 Washington Street
Laredo, Texas 78042
Re: No. 2008-PC-3026
Probate Court No. Two, Bexar County, Texas
Dear Mr. Trevino:
Enclosed is Appellee's Request for Preparation of Clerk's Second Supplemental Record on
Appeal. We have been unsuccessfully trying to send this to you by fax.
Yours truly,
I~ J ~ (lV~ll~r ·
./ /~
Bruce Robertson, Jr.