Opinion issued February 19, 2026
In The
Court of Appeals For The
First District of Texas ———————————— NO. 01-24-00229-CV ——————————— BONTERRA AT CROSS CREEK RANCH COMMUNITY ASSOCIATION, INC.; DARLING HOMES OF TEXAS, L.L.C, AVH DFW, L.L.C.; W.L.H. COMMUNITIES—TEXAS, L.L.C; TAYLOR MORRISON, INC.; AND TAYLOR MORRISON OF TEXAS, INC., Appellants V. MARIE LAUGHLIN AND STEVEN MARINCHAK, INDIVIDUALLY, AND AS HEIRS OF THE ESTATE OF ANTOINETTE MARINCHAK (DECEASED) AND ON BEHALF OF ALL WRONGFUL DEATH BENEFICIARIES, Appellees
On Appeal from the 11th District Court Harris County, Texas Trial Court Case No. 2023-42205 MEMORANDUM OPINION
Antoinette Marinchak died from an illness she allegedly contracted at her
gated community’s recreation center. Her children, Steven Marinchak and Marie
Laughlin, brought wrongful death and survival claims against Bonterra at Cross
Creek Ranch Community Association, Inc., Darling Homes of Texas, LLC; AVH
DFW, LLC; WLH Communities—Texas, LLC, Taylor Morrison, Inc., and Taylor
Morrison of Texas, Inc. (collectively, the appellants), alleging that the appellants
failed to safely maintain the community clubhouse and its pool and spa.
The appellants moved to compel arbitration based on the arbitration clause in
Antoinette’s home purchase agreement. The trial court denied the motion to compel.
We reverse and render the trial court’s order and remand the case for further
proceedings.
Background
Bonterra at Cross Creek Ranch is an age-qualified, gated community in
Fulshear, Texas. In 2018, Taylor Morrison of Texas sold Marie a home to be built
in the community. The purchase agreement signed by the parties1 contains an
arbitration provision that applies to:
[a]ny and all claims, controversies, breaches or disputes by or between the buyer and seller, arising out of or related to this purchase agreement, the property, the community, the sale of the property by seller, or any transaction related hereto, whether such dispute is based on contract
1 Both Antoinette and Steven signed the purchase agreement. Marie did not. 2 tort, statute, or equity, including, without limitation, any dispute over: (a) the disposition of any deposit; (b) breach of contract: (c) negligent or intentional misrepresentation or fraud; (d) nondisclosure, (e) breach of any alleged duty of good faith and fair dealing; (f) allegations of latent or patent design or construction defects including without limitation any claims for damages pursuant to the Texas Residential Construction Liability Act (Chapter 27 of the Texas Property Code); (g) the property, including, without limitation, the planning, surveying, design, engineering, grading, specifications, construction or other development of the property or the community, (h) deceptive trade practices (i) the limited warranty, or (j) any other matter arising out of or related to the interpretation of any term or provision of this purchase agreement, or any defense going to the formation or validity of this purchase agreement, or any provision of this purchase agreement, including deposit disputes, this arbitration provision, allegations of unconscionability, fraud in the inducement, or fraud in the execution, whether such dispute arises before or after closing (each a “dispute”), shall be arbitrated pursuant to the Federal Arbitration Act . . . .
The purchase agreement states that it was “binding on buyer and seller and their
respective heirs, executors, administrators and successors.” Further, “buyer and
seller expressly agree[d] . . . that this purchase agreement involves and concerns
interstate commerce and is governed by the provisions of the Federal Arbitration
Act . . . , to the exclusion of any different or inconsistent state or local law,
ordinance, regulation, or judicial rule.”
The purchase agreement also expressly incorporates by reference a
“community disclosure addendum,” which explains that the buyer will
“automatically become a member” of the community homeowner’s association and
generally describes rights, responsibilities, fees, assessments, and use restrictions
3 that apply to the homeowners. The addendum contemplates the development of
various amenities and recreation facilities in the community, including:
[an] approximately 10,000 square foot clubhouse with lifestyle director, stimulating activities and events just for members, lagoon-style pool, hike and bike trails, pickle and bocce ball courts. . . . Homeowners of Lots within Bonterra at Cross Creek Ranch will have trail access and privileges to all Cross Creek Ranch amenities and recreation facilities.
Steven and Marie brought wrongful death and survival claims against the
appellants, alleging that their mother died as a result of Legionnaire’s Disease, which
she contracted at the community recreation center in 2023 while using the clubhouse
facilities. According to Steven and Marie, the appellants owned, operated, managed,
inspected, maintained, and developed the community clubhouse, its pool, and its
water systems and all equipment associated with the water systems and were
responsible for their purchase, installation, maintenance, testing, control, service,
repairs, and monitoring.
In their motion to compel arbitration, the appellants argued that Steven and
Marie were bound by the purchase agreement’s arbitration provision because their
claims were derivative of Antoinette’s rights under Texas law. They also asserted
that “Taylor Morrison of Texas can enforce the arbitration provision in its capacity
as Seller, and as explained below, the Taylor Morrison Defendants can enforce the
provision in their capacity as entities affiliated with and related to Seller, while
[Bonterra] can enforce the provision in its capacity as an entity related to Seller.”
4 And the appellants noted that in both the survival and wrongful death claims, Steven
and Marie would need to prove the “same nucleus of facts” involving the
circumstances of Antoinette’s alleged infection with Legionnaires’ Disease at the
community recreation center and improper actions by the appellants that allegedly
caused the infection.
In their response, Steven and Marie maintained that the purchase agreement’s
arbitration provision did not cover their claims because it did not mention personal
injury or wrongful death claims. They also argued that the arbitration agreement was
not valid as to those claims under the Texas Arbitration Act (TAA) because it was
not signed by an attorney representing Antoinette.
The appellants replied that the arbitration provision expressly covered “any
and all” claims, whether they were “based on contract, tort, statute, or equity” and
requires arbitration of such claims “related to . . . the Community.” “Tort claims”
include wrongful death and personal injury claims. As to Steven and Marie’s
argument about the TAA’s signature requirement, the appellants pointed out that
because the arbitration provision was governed by the Federal Arbitration Act
(FAA), the TAA’s signature requirement was preempted and did not affect the
arbitration provision’s validity. Further, Steven and Marie’s wrongful death and
personal injury claims arise from Antoinette’s use of the community center and thus
5 depend on her status as a homeowner in the community, which is derived from the
purchase agreement and its arbitration provision.
The trial court denied the motion to compel arbitration.
Standard of Review and Applicable Law
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Opinion issued February 19, 2026
In The
Court of Appeals For The
First District of Texas ———————————— NO. 01-24-00229-CV ——————————— BONTERRA AT CROSS CREEK RANCH COMMUNITY ASSOCIATION, INC.; DARLING HOMES OF TEXAS, L.L.C, AVH DFW, L.L.C.; W.L.H. COMMUNITIES—TEXAS, L.L.C; TAYLOR MORRISON, INC.; AND TAYLOR MORRISON OF TEXAS, INC., Appellants V. MARIE LAUGHLIN AND STEVEN MARINCHAK, INDIVIDUALLY, AND AS HEIRS OF THE ESTATE OF ANTOINETTE MARINCHAK (DECEASED) AND ON BEHALF OF ALL WRONGFUL DEATH BENEFICIARIES, Appellees
On Appeal from the 11th District Court Harris County, Texas Trial Court Case No. 2023-42205 MEMORANDUM OPINION
Antoinette Marinchak died from an illness she allegedly contracted at her
gated community’s recreation center. Her children, Steven Marinchak and Marie
Laughlin, brought wrongful death and survival claims against Bonterra at Cross
Creek Ranch Community Association, Inc., Darling Homes of Texas, LLC; AVH
DFW, LLC; WLH Communities—Texas, LLC, Taylor Morrison, Inc., and Taylor
Morrison of Texas, Inc. (collectively, the appellants), alleging that the appellants
failed to safely maintain the community clubhouse and its pool and spa.
The appellants moved to compel arbitration based on the arbitration clause in
Antoinette’s home purchase agreement. The trial court denied the motion to compel.
We reverse and render the trial court’s order and remand the case for further
proceedings.
Background
Bonterra at Cross Creek Ranch is an age-qualified, gated community in
Fulshear, Texas. In 2018, Taylor Morrison of Texas sold Marie a home to be built
in the community. The purchase agreement signed by the parties1 contains an
arbitration provision that applies to:
[a]ny and all claims, controversies, breaches or disputes by or between the buyer and seller, arising out of or related to this purchase agreement, the property, the community, the sale of the property by seller, or any transaction related hereto, whether such dispute is based on contract
1 Both Antoinette and Steven signed the purchase agreement. Marie did not. 2 tort, statute, or equity, including, without limitation, any dispute over: (a) the disposition of any deposit; (b) breach of contract: (c) negligent or intentional misrepresentation or fraud; (d) nondisclosure, (e) breach of any alleged duty of good faith and fair dealing; (f) allegations of latent or patent design or construction defects including without limitation any claims for damages pursuant to the Texas Residential Construction Liability Act (Chapter 27 of the Texas Property Code); (g) the property, including, without limitation, the planning, surveying, design, engineering, grading, specifications, construction or other development of the property or the community, (h) deceptive trade practices (i) the limited warranty, or (j) any other matter arising out of or related to the interpretation of any term or provision of this purchase agreement, or any defense going to the formation or validity of this purchase agreement, or any provision of this purchase agreement, including deposit disputes, this arbitration provision, allegations of unconscionability, fraud in the inducement, or fraud in the execution, whether such dispute arises before or after closing (each a “dispute”), shall be arbitrated pursuant to the Federal Arbitration Act . . . .
The purchase agreement states that it was “binding on buyer and seller and their
respective heirs, executors, administrators and successors.” Further, “buyer and
seller expressly agree[d] . . . that this purchase agreement involves and concerns
interstate commerce and is governed by the provisions of the Federal Arbitration
Act . . . , to the exclusion of any different or inconsistent state or local law,
ordinance, regulation, or judicial rule.”
The purchase agreement also expressly incorporates by reference a
“community disclosure addendum,” which explains that the buyer will
“automatically become a member” of the community homeowner’s association and
generally describes rights, responsibilities, fees, assessments, and use restrictions
3 that apply to the homeowners. The addendum contemplates the development of
various amenities and recreation facilities in the community, including:
[an] approximately 10,000 square foot clubhouse with lifestyle director, stimulating activities and events just for members, lagoon-style pool, hike and bike trails, pickle and bocce ball courts. . . . Homeowners of Lots within Bonterra at Cross Creek Ranch will have trail access and privileges to all Cross Creek Ranch amenities and recreation facilities.
Steven and Marie brought wrongful death and survival claims against the
appellants, alleging that their mother died as a result of Legionnaire’s Disease, which
she contracted at the community recreation center in 2023 while using the clubhouse
facilities. According to Steven and Marie, the appellants owned, operated, managed,
inspected, maintained, and developed the community clubhouse, its pool, and its
water systems and all equipment associated with the water systems and were
responsible for their purchase, installation, maintenance, testing, control, service,
repairs, and monitoring.
In their motion to compel arbitration, the appellants argued that Steven and
Marie were bound by the purchase agreement’s arbitration provision because their
claims were derivative of Antoinette’s rights under Texas law. They also asserted
that “Taylor Morrison of Texas can enforce the arbitration provision in its capacity
as Seller, and as explained below, the Taylor Morrison Defendants can enforce the
provision in their capacity as entities affiliated with and related to Seller, while
[Bonterra] can enforce the provision in its capacity as an entity related to Seller.”
4 And the appellants noted that in both the survival and wrongful death claims, Steven
and Marie would need to prove the “same nucleus of facts” involving the
circumstances of Antoinette’s alleged infection with Legionnaires’ Disease at the
community recreation center and improper actions by the appellants that allegedly
caused the infection.
In their response, Steven and Marie maintained that the purchase agreement’s
arbitration provision did not cover their claims because it did not mention personal
injury or wrongful death claims. They also argued that the arbitration agreement was
not valid as to those claims under the Texas Arbitration Act (TAA) because it was
not signed by an attorney representing Antoinette.
The appellants replied that the arbitration provision expressly covered “any
and all” claims, whether they were “based on contract, tort, statute, or equity” and
requires arbitration of such claims “related to . . . the Community.” “Tort claims”
include wrongful death and personal injury claims. As to Steven and Marie’s
argument about the TAA’s signature requirement, the appellants pointed out that
because the arbitration provision was governed by the Federal Arbitration Act
(FAA), the TAA’s signature requirement was preempted and did not affect the
arbitration provision’s validity. Further, Steven and Marie’s wrongful death and
personal injury claims arise from Antoinette’s use of the community center and thus
5 depend on her status as a homeowner in the community, which is derived from the
purchase agreement and its arbitration provision.
The trial court denied the motion to compel arbitration.
Standard of Review and Applicable Law
We review an order denying a motion to compel arbitration for abuse of
discretion. Henry v. Cash Biz, LP, 551 S.W.3d 111, 115 (Tex. 2018). A trial court
abuses its discretion if it acts in an arbitrary or unreasonable manner or acts without
reference to any guiding rules or principles. Downer v. Aquamarine Operators, Inc.,
701 S.W.2d 238, 241–42 (Tex. 1985). “We defer to the trial court’s factual
determinations if they are supported by evidence but review its legal determinations
de novo.” Henry, 551 S.W.3d at 115. Where, as here, an order denying a motion to
compel arbitration does not state the grounds for the denial, we must affirm the order
if any of the grounds asserted in the trial court for denying the motion are
meritorious. U-Haul Co. of Tex. v. Toro, No. 01-22-00883-CV, 2023 WL 8262720,
at *7 (Tex. App.—Houston [1st Dist.] Nov. 30, 2023, no pet.).
A party seeking to compel arbitration must establish that (1) a valid arbitration
agreement exists and (2) the parties’ dispute falls within the agreement’s scope.
Rocha v. Marks Transp., Inc., 512 S.W.3d 529, 535 (Tex. 2016). If the movant
satisfies this initial burden, the burden then shifts to the party opposing arbitration
to establish a defense to the arbitration agreement. Id. “Once the movant establishes
6 a valid arbitration agreement encompassing the claims at issue, a trial court has no
discretion to deny the motion to compel arbitration unless the opposing party proves
a defense to arbitration.” Id.
Analysis
In their sole issue, the appellants contend that the trial court erred in denying
their motion to compel arbitration. We consider whether they met their initial burden
and whether Steven and Marie proved any defense.
A. Validity
The parties generally agree that the arbitration agreement is valid, but they
disagree about whether it could include a valid agreement to arbitrate personal injury
claims because it was not signed by the parties’ attorneys. The TAA applies to
personal injury claims only if “(1) each party to the claim, on the advice of counsel,
agrees in writing to arbitrate; and (2) the agreement is signed by each party and each
party’s attorney.” TEX. CIV. PRAC. & REM. CODE § 171.002(a)(3), (c). The FAA,
though, has no such requirement. And if the FAA applies, it preempts the TAA’s
requirement of signatures by each party’s attorneys. See In re Nexion Health at
Humble, Inc. 173 S.W.3d 67, 69 (Tex. 2005).
The purchase agreement states that “buyer and seller expressly agree and
acknowledge that this purchase agreement involves and concerns interstate
commerce and is governed by the provisions of the [FAA] . . ., to the exclusion of
7 any different or inconsistent state or local law, ordinance, regulation, or judicial
rule.” Because the FAA governs here, the TAA’s signature requirement has no
application and thus has no effect on the validity of the arbitration agreement. See
id.
B. Scope
The appellants also assert that they satisfied their burden to establish that the
scope of the arbitration provision encompassed Steven and Marie’s claims. This is a
question of law that we review de novo. See Toro, 2023 WL 8262720, at *12. In
determining whether the claims at issue fall within the scope of the arbitration
provision, we must focus on the facts alleged in the petition rather than the legal
causes of action asserted. In re FirstMerit Bank, N.A., 52 S.W.3d 749, 754 (Tex.
2001) (orig. proceeding); FD Frontier Drilling (Cyprus), Ltd. v. Didmon, 438
S.W.3d 688, 695 (Tex. App.—Houston [1st Dist.] 2014, pet. denied). Generally, the
claims will be arbitrable “if the facts alleged ‘touch matters,’ have a significant
relationship’ to, are ‘inextricably enmeshed’ with, or are ‘factually intertwined’ with
the contract that is subject to the arbitration agreement.” Boring Co. v. 304 Constr.,
LLC, No. 03-23-00394-CV, 2024 WL 2220716, at *7 (Tex. App.—Austin May 17,
2024, no pet.) (quoting Hou-Scape, Inc. v. Lloyd, 945 S.W.2d 202, 205–06 (Tex.
App.—Houston [1st Dist.] 1997, orig. proceeding)).
8 “Under the FAA, a presumption exists favoring agreements to arbitrate.”
Henry, 551 S.W.3d at 115. Thus, we resolve any doubts about a valid arbitration
agreement’s scope in favor of arbitration. See id.; Toro, 2023 WL 8262720, at *12.
“The presumption in favor of arbitration ‘is so compelling that a court should not
deny arbitration unless it can be said with positive assurance that an arbitration
clause is not susceptible of an interpretation which would cover the dispute at
issue.’” Henry, 551 S.W.3d at 115 (quoting Prudential Sec. Inc. v. Marshall, 909
S.W.2d 896, 899 (Tex. 1995) (emphasis in original)).
“Generally, when an arbitration provision uses the language ‘any dispute,’ it
is considered broad.” Didmon, 438 S.W.3d at 695. The purchase agreement’s
arbitration provision covers “[a]ny and all claims, controversies, breaches or
disputes” between the buyer and seller, “arising out of or related to” the “purchase
agreement, the property, the community, the sale of the property by seller, or any
transaction related hereto, whether such dispute is based on contract tort, statute, or
equity.” Steven and Marie assert that the arbitration provision’s reference to tort
claims does not mean that their wrongful death and personal injury claims are
included in its scope but cite no authority to support that assertion.2 The provision’s
2 This Court reversed an order denying a motion to compel arbitration of a work-related personal injury claim under a benefits agreement with an arbitration provision containing similar language. See H-E-B, LP v. Saenz, No. 01-20-00850-CV, 2021 WL 4733460, at *1, 7 (Oct. 12, 2021, pet. denied) (“Partners 9 plain language shows the contrary: Steven and Marie’s wrongful death and personal
injury claims are tort claims related to the community.
The facts alleged in the petition confirm that Steven and Marie’s claims fall
within the arbitration provision’s scope. According to the petition, Antoinette “lived
in the community and went to the clubhouse and its facilities often.” She allegedly
contracted Legionnaire’s Disease when she was “exposed to water vapors from the
clubhouse, its pool and spa, and its other water systems located within the Bonterra
at Cross Creek Ranch community.” These facts “aris[e] out of or relate[] to” the
purchase agreement and the community.
The cases that Steven and Marie rely on to argue otherwise are inapposite. In
re Weekley Homes, L.P. involved “direct benefits estoppel,” which generally
requires a non-signatory to arbitrate a claim “if liability arises from a contract with
an arbitration clause” or if the non-signatory “deliberately seeks and obtains
substantial benefits from the contract.” 180 S.W.3d 127, 130, 134 (Tex. 2005). A
non-signatory is not required to arbitrate “if liability arises from general obligations
imposed by law,” such as tort claims, and not the contract. Id. The supreme court
did not address whether a party’s claims came within the scope of an arbitration
clause.
agree that any and all disputes, claims (whether tort, contract, statutory, or otherwise) . . . .”).
10 Here, the only non-signatory is Marie, and we need not consider whether
direct benefits estoppel requires her to arbitrate claims because, as the appellants
point out, Texas law otherwise requires her to do so. Wrongful death and survival
claims are “entirely derivative of the decedent’s rights.” In re Labatt Food Serv.,
L.P., 279 S.W.3d 640, 646 (Tex. 2009). So Marie, as one of Antoinette’s
beneficiaries, “still stand[s] in [her] legal shoes” and is bound by her agreement. See
id. (citing TEX. CIV. PRAC. & REM. CODE §§ 71.003(a)).
Steven and Marie also cite to Ford v. NYLCare Health Plans of the Gulf Coast,
Inc., which determined that parties could “designate state law to govern the scope of
an arbitration clause in an agreement otherwise covered by the FAA.” 141 F.3d 243,
247 (5th Cir. 1998). The Fifth Circuit then applied Texas law, in its 1998 iteration,
for determining whether a medical services agreement required a surgeon to arbitrate
his claims. See id. at 250. Because the purchase agreement is governed by the FAA,
the analysis used in Ford does not apply here.
Steven and Marie raise no other defenses to arbitration. We conclude that the
appellants satisfied their burden to establish that the claims at issue fall within the
scope of the purchase agreement’s arbitration provision.
For these reasons, we hold that the trial court erred in denying the appellants’
motion to compel arbitration of Steven and Marie’s claims. Thus, we sustain the
appellants’ sole issue.
11 Conclusion
We reverse the trial court’s order denying the motion to compel arbitration.
We render judgment granting the motion to compel arbitration and ordering the
referral to arbitration of the appellees’ claims against the appellants. We remand this
case to the trial court for further proceedings consistent with this opinion.
Clint Morgan Justice
Panel consists of Chief Justice Adams and Justices Guiney and Morgan.