Aaron Jordan, Michael Jordan, Heather Jordan, Gilbert Jordan, Phyllis Ann Woods and Donna Joyce Curtis v. Cynthia Kay Lyles

455 S.W.3d 785, 2015 Tex. App. LEXIS 911, 2015 WL 393791
Court of Appeals of Texas·Decided January 30, 2015·No. NO. 12-13-00035-CV·Published·Cited by 22 cases

Opinion

OPINION ON REHEARING

JAMES T. WORTHEN, Chief Justice

Cynthia Kay Lyles has filed a motion for rehearing, which is overruled. We with *789 draw the opinion dated December 10, 2014, and substitute the following opinion in its place.

Aaron Jordan, Michael Jordan, Heather Jordan, Gilbert Jordan, Phyllis Ann Woods, and Donna Joyce Curtis appeal the trial court’s judgment notwithstanding the verdict entered in favor of Cynthia Kay Lyles. In two issues, Appellants argue that the trial court erroneously rendered judgment notwithstanding the jury’s verdict and, alternatively, the evidence supports the jury’s verdict for interference with inheritance rights. We reverse and render.

Background

Melvin “Bud” Jordan and Joy Jordan married in the late 1960s. Both had children prior to their marriage to one another. Bud’s three children are Harold Jordan, Gilbert Jordan, and Melvin Jordan Jr. Melvin, Jr. also had three children — Aaron Jordan, Michael Jordan, and Heather Jordan. Joy’s children are Donna Curtis, Phyllis Woods, Cynthia “Cyndi” Lyles, Johnny Lyles, and Lynda Lyles. Cyndi lived with Bud and Joy from an early age and, by all accounts, had a very close relationship with Bud. On the other hand, Bud was estranged from his sons until they reconciled on his seventieth birthday in 1983.

In 2001, Bud and Joy executed wills that were, in pertinent part, identical to one another. By their wills, each left his or her estate to the other. In the event the decedent was not survived by a spouse, one-half of his or her estate would pass to the decedent’s own children and one-half to the decedent’s spouse’s children. The wills further provided that if any child predeceased the decedent, that deceased child’s share would go to the child’s surviving descendants. On or about March 15, 2004, Bud executed a codicil changing the disposition of his estate in the event Joy predeceased him. Under the codicil, Bud left one-half of his estate to his two then-living sons as follows: 20% to Gilbert and 80% in trust to Melvin Jr. with. Cyndi serving as trustee.

Joy died on December 14, 2004. The next day, Bud signed a power of attorney form appointing Cyndi as his attorney in fact.

In late January 2006, Bud executed change forms making Cyndi the sole beneficiary of three annuities worth in excess of $249,000. Cyndi filled out portions of the forms at Bud’s direction and mailed them to the respective financial institutions after Bud signed them.

On February 25, 2009, Melvin Jr. died. Two days later, Bud, who had been ill, signed a new power of attorney form appointing Cyndi as his attorney in fact. That same day, Cyndi drove Bud to Bank Texas, where Bud and Melvin Jr. had maintained a joint money market account. Because Bud could not go inside due to his catheter, a bank employee came out to the car to assist him. As he sat in the car, Bud signed a form making Cyndi a joint account holder with right of survivorship. 1

On March 1, 2009, Bud died. Cyndi used her beneficiary designations and right of survivorship to withdraw approximately $275,000 from Bud’s annuities and bank accounts. Bud’s probate estate comprised less than $30,000 in assets.

On February 25, 2011, Appellants filed the instant suit against Cyndi for breach of fiduciary duty and interference with inheritance rights. 2 The matter proceeded to a *790 jury trial. After considering the evidence, the jury determined that Cyndi . failed to comply with her fiduciary duty to Bud and tortiously interfered with Appellants’ inheritance rights. As a result, the jury awarded Appellants $156,016 in compensatory damages and $50,000 in exemplary damages.

Thereafter, Cyndi moved for judgment notwithstanding the verdict. On January 2, 2018, the trial court conducted a hearing on her motion. On January 14, 2018, the trial court granted Cyndi’s motion and rendered judgment that Appellants take nothing by their suit. This appeal followed.

Standing

In her brief, Cyndi challenges Appellants’ standing to assert their claim for breach of fiduciary duty. A plaintiff must have both standing and capacity to bring a lawsuit. Coastal Liquids Transp. L.P. v. Harris Cnty. Appraisal Dist., 46 S.W.3d 880, 884 (Tex.2001); R & R White Family Ltd. P’ship v. Jones, 182 S.W.3d 454, 457 (Tex.App.-Texarkana 2006, no pet.). Standing is implicit in the concept of subject matter jurisdiction, which is essential to the authority of a court to decide a case. See Tex.Ass’n of Bus. v. Tex. Air Control Bd., 852 S.W.2d 440, 443-44 (Tex.1993). Subject matter jurisdiction is never presumed and cannot be waived. Id.

Whether a court has subject matter jurisdiction is a question of law. Hendee v. Dewhurst, 228 S.W.3d 354, 366 (Tex.App.-Austin 2007, pet. denied). The determination of whether a trial court has subject matter jurisdiction begins with the pleadings. Id. The pleader has the initial burden of alleging facts that affirmatively demonstrate the trial court’s jurisdiction to hear the cause. Id. Whether the pleader has met its burden is a question of law that we review de novo. Id. When an appellate court questions jurisdiction for the first time on appeal, it must construe the petition in favor of the party, and, if necessary, review the entire record to determine if any evidence supports standing. Tex. Air Control Bd., 852 S.W.2d at 446.

The general test for standing in Texas requires that there (1) shall be a real controversy between the parties, which (2) will be actually determined by the judicial declaration sought. See Nootsie, Ltd. v. Williamson Cnty. Appraisal Dist., 925 S.W.2d 659, 662 (Tex.1996) (citing Tex. Air Control Bd., 852 S.W.2d at 446). Standing pertains to a person’s jus-ticiable interest in a suit and is a component of subject matter jurisdiction. See Tex. Air Control Bd., 852 S.W.2d at 443, 445-46. A controversy is justiciable only if there exists a real and substantial controversy involving a genuine conflict of tangible interests and not merely a theoretical dispute. See Bonham State Bank v. Beadle, 907 S.W.2d 465, 467 (Tex.1995).

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Aaron Jordan, Michael Jordan, Heather Jordan, Gilbert Jordan, Phyllis Ann Woods and Donna Joyce Curtis v. Cynthia Kay Lyles, 455 S.W.3d 785, 2015 Tex. App. LEXIS 911, 2015 WL 393791 (Tex. Ct. App. 2015).

455 S.W.3d 785 (Aaron Jordan, Michael Jordan, Heather Jordan, Gilbert Jordan, Phyllis Ann Woods and Donna Joyce Curtis v. Cynthia Kay Lyles) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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