Opinion
No. 07-09-0261-CV
October 2, 2009.
Appealed from the 181st District Court of Randall County; No. 60,121-B; Honorable John Board, Judge.
Before QUINN, C.J., and CAMPBELL and PIRTLE, JJ.
ORDER GRANTING IN PART AND DENYING IN PART APPELLEE'S MOTION TO DISMISS FOR WANT OF JURISDICTION
Appellee, Karen Sue Pietsch, moves this Court to dismiss this appeal for want of jurisdiction. The judgment the subject of this appeal is a take-nothing judgment granted in favor of Appellee, pursuant to Rule 166a(i) of the Texas Rules of Civil Procedure, on Appellants' cause of action seeking: (1) to set aside an unprobated will and a general warranty deed, on the basis that the instruments were obtained by fraud and/or undue influence; (2) a declaratory judgment establishing the rights of the parties to the property in question; (3) damages for tortious conduct; and (4) recovery of reasonable and necessary attorney's fees. As to those claims pertaining to the will, Appellee maintains that this Court is without jurisdiction because the trial court was without original jurisdiction. As to those claims pertaining to the general warranty deed, Appellee maintains those claims are moot because the will Appellants seek to set aside by this proceeding (the "contested will") divested them of any interest in the estate of the grantor and they failed to contest the admission of that will in a subsequently filed probate proceeding. As to those claims pertaining to the will, we grant Appellee's motion to dismiss; and, as to those claims pertaining to the deed, we deny Appellee's motion to dismiss.
Appellee contends that the contested will was subsequently admitted to probate in Cause No. 2009-191-P in the County Court in and for Randall County, Texas. Appellants filed their Objection to Alteration of Appellate Record by which they maintain Appellee is attempting to submit and argue evidence which is not a part of the appellate record. Because we reach the merits of Appellee's Motion to Dismiss Appeal for Want of Jurisdiction without consideration of any evidence outside the appellate record, our disposition moots Appellants' objection.
Background
Because the judgment being appealed was obtained through the summary judgment process, we will recite only those undisputed facts necessary to an understanding of the issues presented.
On June 18, 2008, Appellants, Dale Winfield, Gloria Johnson and James Winfield, filed this suit seeking to set aside both a will and a general warranty deed executed by Jena Beth Winfield, on the basis that the instruments were obtained by fraud and/or undue influence. Appellee, filed a general denial and a special exception, noting that the contested will had not been filed for probate and the trial court lacked jurisdiction over a probate proceeding.
The contested deed, executed on or about December 15, 2005, conveyed certain real property to Appellee and the contested will, executed on or about July 17, 2007, leaves the bulk of Jena's estate to Appellee. Jena died on May 24, 2008. Appellants and Appellee are the only surviving children of Jena Beth Winfield.
Although raising the issue of the trial court's jurisdiction by her special exception, Appellee never sought to have the proceeding dismissed on that basis. Instead, she filed a no-evidence motion for summary judgment as to all claims. On May 4, 2009, the trial court granted that motion and this appeal followed.
Analysis
Under the Texas Probate Code, a definite plan has been provided for contesting the last will and testament of a deceased person. See generally Tex. Probate Code Ann. §§ 5, 10, 74, 89, 93 (Vernon Supp. 2008 Vernon 2003). Section 5 determines jurisdiction with respect to probate proceedings, while section 10 establishes those persons entitled to contest a will. Section 89 provides for the action a court should take upon the completion of a hearing on an application for probate of a will. Section 74 provides that all applications for the grant of letters testamentary or of administration must be filed within four years after the death of the testator; and, section 93 provides that any suit to contest the validity of a will, filed after the will has been admitted to probate, must be filed within two years after such will shall have been admitted to probate.
In the absence of original probate jurisdiction granted by section 5 of the probate code, to allow the declaratory judgment mechanism to determine the validity of a will prior to expiration of the time allowed by law for the institution of probate proceedings or the filing of a suit to contest the validity of a will would "impermissibly subvert the statutory scheme and time limitations established by the probate code." Howard Hughes Medical Institute v. Lummis, 596 S.W.2d 171, 173 (Tex.App.-Houston [14th Dist.] 1980, writ ref'd n.r.e.). Any declaratory judgment would constitute an impermissible advisory opinion before the issue could be properly joined in a will contest proceeding before a court of competent probate jurisdiction. Id.; See Harkins v. Crews, 907 S.W.2d 51, 57 (Tex.App.-San Antonio 1995, writ denied) (declaratory judgment concerning validity of will not offered for probate was proper where district court exercised probate jurisdiction, Declaratory Judgments Act was comprehensive and probate code expressed preference to determine all rights incident to an estate in a single proceeding).
Randall County has two county courts at law and no statutory probate court. Tex. Gov't Code Ann. § 25.1931 (Vernon Supp. 2008). The Randall County courts at law have probate jurisdiction concurrent with the constitutional county court. Tex. Gov't Code Ann. §§ 25.0003(d), 25.1932 (Vernon Supp. 2008). In those counties in which there is no statutory probate court, but in which there is a county court at law or other statutory court exercising the jurisdiction of a probate court, all applications, petitions, and motions regarding probate or administration shall be filed and heard in those courts and the constitutional county court, unless otherwise provided by law. Tex. Prob. Code § 5(c) (Vernon Supp. 2008). The trial court herein, the 181st District Court in and for Randall County, does not have original probate jurisdiction. Therefore, in this proceeding, the trial court was without subject matter jurisdiction to grant the relief requested by Appellants as it pertained to the validity of the last will and testament of Jena Beth Winfield. Lack of subject matter jurisdiction renders a judgment void, rather than merely voidable. Miller v. Woods, 872 S.W.2d 343, 346 (Tex.App.-Beaumont 1994, no writ) (holding that a district court lacked subject matter jurisdiction to enter judgment in will contest proceeding). Accordingly, as to those claims pertaining to the validity of the will, we vacate the judgment of the trial court and dismiss that portion of the appeal for want of jurisdiction. See Tex. R. App. P. 43.2.
As to the remaining claims, the trial court had jurisdiction to grant the relief requested. Tex. Gov't Code Ann. §§ 24.007, 24.361 (Vernon 2004). Appellee further argues that, even if the deed were to be set aside, because the property in question would revert to Jena's estate, and because Appellants have no personal interest in that estate, they have lost standing to pursue this appeal. Appellee's argument fails for two reasons: (1) whether or not Appellants have a personal interest in Jena's estate is a matter for a probate court to determine, and (2) resolution of that issue would call upon this Court to consider matters outside of our appellate record. Accordingly, we deny Appellee's motion to dismiss as to those claims.
Appellants further ask this Court to consider the imposition of sanctions against Appellee on the basis that her request for dismissal was groundless. Under the facts of this case, we decline to grant Appellants' request.
It is so ordered.