Angelina Guerrero v. Silvia Salinas

Court of Appeals of Texas·Decided March 14, 2023·No. 01-21-00563-CV·Published

Opinion

Opinion issued March 14, 2023

In The

Court of Appeals For The

First District of Texas ———————————— NO. 01-21-00563-CV ——————————— ANGELINA GUERRERO, Appellant V. SILVIA SALINAS, Appellee

On Appeal from Probate Court No. 3 Harris County, Texas Trial Court Case No. 444,621

MEMORANDUM OPINION

This appeal arises from a dispute over the Last Will and Testament of Oralia

K. Salinas (Oralia). Appellant Angelina Guerrero (Guerrero), Oralia’s

granddaughter, challenges the probate court’s judgment admitting the will to probate

and appointing a permanent administrator of Oralia’s estate. In three issues, Guerrero contends that (1) the evidence was legally and factually insufficient to

support the probate court’s judgment; (2) the probate court erred by omitting

findings of fact requested by Guerrero; and (3) the probate court abused its discretion

in denying Guerrero’s motion for new trial. Because the record does not reflect the

errors of which Guerrero complains, we affirm the probate court’s judgment.

Background

On September 28, 2002, Oralia signed her Last Will and Testament. Oralia

died on November 19, 2014, when she was 77 years old. Oralia’s daughter, appellee

Silvia Ann Salinas (Silvia), filed Oralia’s Last Will and Testament (Will) with the

Harris County probate court in December 2015. Silvia also filed an application to

admit the Will to probate.

The Will was two pages in length. The bottom of the first page had a signature

line for Oralia to sign, and the Will reflected that Oralia signed the first page. The

provisions of the Will, including those devising Oralia’s property, filled the Will’s

first page. After those provisions, Oralia signed the Will near the top of the second

page above the attestation clause signed by two witnesses. Attached to the Will was

a self-proving affidavit signed by Oralia and the same two witnesses. The affidavit

indicated that the two witnesses and Oralia had signed the Will in the presence of a

notary public.

2 With respect to Oralia’s property, the Will required Oralia’s house “to be put

up for sale” with the proceeds “to be divided equally among [Oralia’s] four children,

[1] Silvia, [2] Oralia S. Trevino, [3] Daniel K. Salinas, Jr., and [4] Silvester K.

Salinas.” The Will required that stock in two corporations was “[to] be divided

between Oralia S. Trevino and Silvia Ann Salinas.” The Will mandated that “any

other property” that Oralia had at the time of her death was “to be divided equally

between [her two daughters] Silvia Ann Salinas and Oralia S. Trevino.”

Oralia’s daughter, Oralia S. Trevino, died in 2015. Guerrero is Trevino’s

daughter. After Trevino’s death, the probate court in Hidalgo County appointed

Guerrero as the dependent administrator of Trevino’s estate.

In 2016, Guerrero filed a contest to Silvia’s application to probate Oralia’s

Will. On June 28, 2019, Silvia filed her “First Amended Application to Probate Will

and for Issuance of Letters of Administration with Will Annexed.” In the amended

application, Silvia explained that the Will had named her to serve as the independent

executrix without bond or security but had not named a successor executor. Silvia

had applied to serve as independent executrix “but [her application] was objected

to” by Guerrero. Silvia had “then filed an Application for Temporary

Administration,” which the probate court granted. The probate court also “appointed

Eduardo Saucedo as Temporary Administrator” for Oralia’s estate.

3 In her amended application, Silvia asked the probate court to appoint “Mr.

Saucedo as the Permanent Administrator with Will Annexed.” She asserted that the

“only substantial asset” in the estate was Oralia’s home. Silvia pointed out that the

Will required the home to be sold. She asserted that Saucedo had “secured a

contract” to sell the home but was “unable to close the sale” because Guerrero was

“squatting in the home.” Silvia asked the probate court to admit the Will to probate

and to issue “Letters of Administration with Will Annexed” to Saucedo.

On September 3, 2019, Guerrero filed an objection to Silvia’s amended

application to probate the Will and an objection to Saucedo’s appointment as

permanent administrator. Guerrero also requested that she be appointed independent

executrix of Oralia’s estate.

On October 22, 2020, Guerrero filed a supplement to her objection to Silvia’s

amended application. Guerrero asserted that she had “recently discovered [Oralia’s]

original and true will” (Discovered Will). Guerrero attached the Discovered Will to

her supplemental objection. Guerrero acknowledged that the provisions of the

Discovered Will were the same as the Will filed on the probate court by Silvia in

2015. But Guerrero pointed out one difference between the Discovered Will and the

Will: Oralia’s signature appeared on the signature line at the bottom of the Will’s

first page, but the signature line at the bottom of the Discovered Will’s first page

was blank. Oralia asserted that, because the Discovered Will was Oralia’s “original”

4 will and lacked Oralia’s signature at the bottom of its first page, that meant that the

Will filed by Silvia was “a forgery.” Guerrero claimed that the Will should not be

admitted to probate “on the grounds it [was] not the original and because of fraud as

it contain[ed] a forged signature on the first page.” More specifically, Guerrero

alleged that Silvia was the person who had forged Oralia’s signature on the first

page.

On May 26, 2021, Silvia filed a “Motion in Limine and Objection.” In the

motion, Silvia asserted that, under Texas Estates Code section 304.003, Guerrero

was “disqualified from serving as personal representative of [Oralia’s] Estate”

because she was “a convicted felon” whose civil rights had not been restored under

federal law. See TEX. ESTATES CODE § 304.003(2) (providing that “[a] person is not

qualified to serve as an executor or administrator if the person is . . . a felon convicted

under the laws of the United States or of any state of the United States” but may

serve if, inter alia, “the person . . . has had the person’s civil rights restored”).

The probate court signed an order setting Guerrero’s objection to Silvia’s

amended application to probate the Will and Guerrero’s request to be appointed

independent executrix for trial on July 29, 2021. Beginning on that date, the case

was tried to the bench by Zoom teleconferencing.

At trial, Guerrero continued to assert, as she had in her supplemental

objections, that the Discovered Will, which she claimed she found in a storage bin,

5 was Oralia’s original will and that the Will filed by Silvia with the probate court in

2015 was not the original will. Guerrero also continued to assert that Oralia’s

signature on the first page of the Will (filed by Silvia) was a forgery. Guerrero

claimed that the allegedly forged signature invalidated the entirety of the Will. The

probate court suggested that the parties’ attorneys come in person to the probate

court to view the Will filed by Silvia and the Discovered Will filed by Guerrero to

assist in resolving the issue of which was Oralia’s original will. The court told the

parties that the dispute regarding whether Guerrero was qualified to serve as

administrator or executor of Oralia’s estate would also be determined when trial

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