Arlene Dahl Dillon, Dominik E. Moszkowicz and Karen R. Moszkowicz, and Madeline D. Sitzes v. Rosalie Dahl Estate Trust, Rosalie Dahl, Beneficiary of the Rosalie Dahl Estate Trust, and Ted Dahl, Trustee of the Rosalie Dahl Estate Trust

CourtCourt of Appeals of Texas
DecidedMarch 27, 2003
Docket14-01-01240-CV
StatusPublished

This text of Arlene Dahl Dillon, Dominik E. Moszkowicz and Karen R. Moszkowicz, and Madeline D. Sitzes v. Rosalie Dahl Estate Trust, Rosalie Dahl, Beneficiary of the Rosalie Dahl Estate Trust, and Ted Dahl, Trustee of the Rosalie Dahl Estate Trust (Arlene Dahl Dillon, Dominik E. Moszkowicz and Karen R. Moszkowicz, and Madeline D. Sitzes v. Rosalie Dahl Estate Trust, Rosalie Dahl, Beneficiary of the Rosalie Dahl Estate Trust, and Ted Dahl, Trustee of the Rosalie Dahl Estate Trust) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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Arlene Dahl Dillon, Dominik E. Moszkowicz and Karen R. Moszkowicz, and Madeline D. Sitzes v. Rosalie Dahl Estate Trust, Rosalie Dahl, Beneficiary of the Rosalie Dahl Estate Trust, and Ted Dahl, Trustee of the Rosalie Dahl Estate Trust, (Tex. Ct. App. 2003).

Opinion

Reversed in Part and Remanded and Opinion filed March 27, 2003

Reversed in Part and Remanded and Opinion filed March 27, 2003.

In The

Fourteenth Court of Appeals

____________

NO. 14-01-01240-CV

ARLEEN DAHL DILLON, DOMINIK E. MOSZKOWICZ,

KAREN MOSZKOWICZ, and MADELINE D. SITZES, Appellants

V.

ROSALIE DAHL ESTATE TRUST, ROSALIE DAHL, BENEFICIARY OF THE ROSALIE DAHL ESTATE TRUST, and TED DAHL, TRUSTEE OF THE ROSALIE DAHL ESTATE TRUST, Appellees

On Appeal from the 11th District Court

Harris County, Texas

Trial Court Cause No. 00-23660

M E M O R A N D U M    O P I N I O N


In the latest episode of a long-running family dispute, the Rosalie Dahl Estate Trust (“Trust”) brought suit to declare void a 1988 deed of property conveyed by Rosalie Dahl to two of her daughters and her son-in-law, appellants Arleen Dahl Dillon, Karen Moszkowicz, and Dominik E. Moszkowicz.  Several years earlier, Mrs. Dahl had sued Arleen, Karen, and Dominik over the same deed, and the trial court reformed the deed to grant her a life estate.  Mrs. Dahl then executed another deed to the property in 1997, this time to the Trust.  In 1998, Mrs. Dahl executed a “corrected deed” containing an amended legal description.  In the present lawsuit, appellees, the Trust, Rosalie Dahl as beneficiary of the Trust, and Ted Dahl[1] as trustee of the Trust (collectively, Rosalie) argued that the 1988 deed was void because the legal description of the property was defective.  The trial courtCthe same court that decided the earlier disputeCbegrudgingly agreed and declared the 1988 deed void.  On appeal, Arleen, Karen, and Dominik contend the trial court erred because the present suit was barred by res judicata, or, alternatively, the legal description of the property was not void and should have been reformed.

Separately, appellant Madeline D. Sitzes, an attorney who represented Arleen, Karen, and Dominik in the earlier lawsuit, and received from them an interest in the property as payment for legal fees, joins the other appellants in arguing that the deed is not void.  She also appeals the trial court=s dismissal of her counterclaims for want of prosecution and the assessment of costs against her.  Among other things, Sitzes contends that (1) the parties entered into a Rule 11 agreement to sever and abate the claims against Rosalie and Ted Dahl individually, (2) the judgment did not dispose of all parties and claims, and (3) the trial court erred by not permitting her to present evidence on a motion for sanctions filed after appellees nonsuited their claims against her.  Appellees have moved for sanctions against Sitzes for filing a frivolous appeal. 

We first address one of the issues raised by Arleen, Karen, and Dominik.  We next address attorney Sitzes= issues, and we conclude with a discussion of the motions for sanctions brought by Rosalie and Ted Dahl individually.  For the reasons stated below, we reverse the trial court=s judgment in part and remand, and we impose sanctions against Sitzes in the amount of $500.00 for filing a frivolous appeal.


ARLEEN, KAREN, AND DOMINIK=S APPEAL

Arleen, Karen, and Dominik present three issues on appeal: (1) the trial court erred in refusing to follow its ruling in the earlier suit; (2) the trial court erred in declaring the deed void; and (3) the trial court erred in denying a request to reform the deed.  Because we sustain their third issueCthat the trial court erred in refusing to reform the deedCwe will not discuss their other two issues.  We will address only their third issue, which we conclude disposes of the entire appeal.

1.         The trial court erred in refusing to reform the deed.

In their third issue, Arleen, Karen, and Dominik contend that the trial court erred in refusing to reform the deed.  We agree.

a.         The Record Reveals Mutual Mistake.

Appellants argue the trial court should have reformed the deed because, through a mutual mistake by both the mother and appellants, the original deed and the reformed deed from the first lawsuit did not accurately describe the property meant to be conveyed.  See Davis v. Grammar, 750 S.W.2d 766, 767B768 (Tex. 1988).  They claim this is evidenced by the fact that the parties went through the earlier lawsuit and obtained a judgment containing an erroneous legal description. 

A mutual mistake of fact in a deed may be grounds for reformation when the mistake constitutes a material inducement to the transaction.  Tex. Jur. 3d Deeds ' 167 (1998).

A mutual mistake is an erroneous Y conception or conviction induced by Y

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Arlene Dahl Dillon, Dominik E. Moszkowicz and Karen R. Moszkowicz, and Madeline D. Sitzes v. Rosalie Dahl Estate Trust, Rosalie Dahl, Beneficiary of the Rosalie Dahl Estate Trust, and Ted Dahl, Trustee of the Rosalie Dahl Estate Trust, Counsel Stack Legal Research, https://law.counselstack.com/opinion/arlene-dahl-dillon-dominik-e-moszkowicz-and-karen-r-moszkowicz-and-texapp-2003.