Campbell Harrison & Dagley v. Albert Hill

CourtCourt of Appeals for the Fifth Circuit
DecidedOctober 26, 2012
Docket12-10417
StatusUnpublished

This text of Campbell Harrison & Dagley v. Albert Hill (Campbell Harrison & Dagley v. Albert Hill) is published on Counsel Stack Legal Research, covering Court of Appeals for the Fifth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Campbell Harrison & Dagley v. Albert Hill, (5th Cir. 2012).

Opinion

IN THE UNITED STATES COURT OF APPEALS FOR THE FIFTH CIRCUIT United States Court of Appeals Fifth Circuit

FILED October 26, 2012 No. 11-10348 Lyle W. Cayce Clerk ALBERT G. HILL, III, individually, and as a Beneficiary of the Margaret Hunt Trust Estate,derivatively on behalf of the Margaret Hunt Trust Estate, individually, as a beneficiary of the Haroldson Lafayette Hunt, Jr. Trust Estate, and derivately on Behalf of the Haroldson Lafayette Hunt, Jr. Trust Estate, Plaintiff - Appellant v.

WILLIAM SCHILLING, individually and in his capacity as a member of the Advisory Board M.H.T.E. and a member of the Advisory Board of the H.H.T.E.; IVAN IRWIN, JR.; ALBERT G. HILL, JR.; ALINDA H. WIKERT; LYDA HILL; HEATHER V. WASHBURNE; ELISA M. SUMMERS; MARGARET HUNT TRUST ESTATE; HAROLDSON LAFAYETTE HUNT JR. TRUST ESTATE; WILLIAM HERBERT HUNT, in his capacity as the personal representative of the estate of Tom Hunt; BRETT RINGLE, Individually and in his capacity as a member of the Advisory Board of the M.H.T.E.; JOHN W. CREECY, Individually and in his capacity as Trustee of the H.H.T.E.; MARGARET KELIHER, Individually and in her capacity as Trustee of the M.H.T.E. and a member of the Advisory Board of the H.H.T.E., Defendants - Appellees v.

STEPHEN MALOUF; LISA BLUE; BARON & BLUE; LAW OFFICES OF STEPHEN F. MALOUF, P.C.; ALDOUS LAW FIRM; CHARLA ALDOUS; CHARLA ALDOUS, P.C., Intervenors Plaintiffs - Appellees

CAMPBELL HARRISON & DAGLEY, L.L.P.; CALLOWAY, NORRIS, BURDETTE & WEBER, P.L.L.C., Intervenors - Appellees GUARDIAN AD LITEM Appellee consolidated with No. 12-10417

CAMPBELL HARRISON & DAGLEY, L.L.P., et al

Plaintiffs

LISA BLUE; BARON AND BLUE; CHARLA G. ALDOUS, doing business as Aldous Law Firm; LAW OFFICES OF STEPHEN F. MALOUF, P.C.,

Intervenor Plaintiffs - Appellees v.

ALBERT G. HILL, III, Individually, and as a Beneficiary of the Margaret Hunt Trust Estate, derivatively on behalf of the Margaret Hunt Trust Estate, individually, As a beneficiary of the Haroldson Lafayette Hunt, Jr. Trust Estate, and derivatively on behalf of the Haroldson Lafayette Hunt, Jr. Trust Estate, Defendant - Counter Claimant - Appellant ERIN NANCE HILL Defendant - Appellant v.

STEPHEN F. MALOUF, Counter Defendant - Appellee

consolidated with No. 12-10620

ALBERT G. HILL, III, individually, and as a Beneficiary of the Margaret Hunt Trust Estate, derivatively on behalf of the Margaret Hunt Trust Estate, individually, as a beneficiary of the Haroldson Lafayette Hunt, Jr. Trust Estate, and derivately on Behalf of the Haroldson Lafayette Hunt, Jr. Trust Estate, Plaintiff - Appellant v.

2 WILLIAM SCHILLING, individually and in his capacity as a member of the Advisory Board M.H.T.E. and a member of the Advisory Board of the H.H.T.E.; IVAN IRWIN, JR.; ALBERT G. HILL, JR.; ALINDA H. WIKERT; LYDA HILL; HEATHER V. WASHBURNE; ELISA M. SUMMERS; MARGARET HUNT TRUST ESTATE; HAROLDSON LAFAYETTE HUNT JR. TRUST ESTATE; WILLIAM HERBERT HUNT, in his capacity as the personal representative of the estate of Tom Hunt; BRETT RINGLE, Individually and in his capacity as a member of the Advisory Board of the M.H.T.E.; JOHN W. CREECY, Individually and in his capacity as Trustee of the H.H.T.E.; MARGARET KELIHER, Individually and in her capacity as Trustee of the M.H.T.E. and a member of the Advisory Board of the H.H.T.E., Defendants - Appellees v.

STEPHEN FERRIS MALOUF; LISA BLUE; BARON & BLUE; LAW OFFICES OF STEPHEN F. MALOUF, P.C.; ALDOUS LAW FIRM; CHARLA ALDOUS; CHARLA ALDOUS, P.C., Intervenor Plaintiffs - Appellees

GUARDIAN AD LITEM Appellee

Appeals from the United States District Court for the Northern District of Texas (07-CV-2020) (10-CV-2269)

Before REAVLEY, DENNIS, and CLEMENT, Circuit Judges. PER CURIAM:* The three appeals consolidated for review in this case arise from federal district court litigation that, in turn, formed part of a larger family of disputes relating to the management of two trusts created by the late Texas oil magnate H.L. Hunt. After several years, the litigation was brought to a close by a

* Pursuant to 5TH CIR. R. 47.5, the court has determined that this opinion should not be published and is not precedent except under the limited circumstances set forth in 5TH CIR. R. 47.5.4.

3 No. 11-10348, consol’d with Nos. 12-10417 & 12-10620

judgment effectuating a comprehensive settlement between the various parties, as well as a separate judgment in a related attorneys’ fees dispute that was severed from the trusts action. Dissatisfied with the district court’s implementation of the settlement and its resolution of the fees dispute, plaintiff- appellant Albert G. Hill, III, a descendant of H.L. Hunt and a beneficiary of the trusts, seeks to overturn the judgments in the trust and fees disputes. In a third appeal, he argues that the district court erroneously denied his post-judgment recusal motion filed in the trust litigation. For the reasons set forth herein, we affirm the district court’s judgment in the trusts dispute and its denial of the recusal motion, and dismiss the appeal from the district court’s judgment in the fees dispute. BACKGROUND H.L. Hunt established the trusts at issue — the Margaret Hunt Trust Estate (“MHTE”) and the H.L. Hunt, Jr. Trust Estate (“HHTE”) — in the names of his two eldest children. Margaret Hunt had three children, including Albert G. Hill, Jr. (“Al Hill, Jr.”), all of whom were beneficiaries of both the MHTE and HHTE. Al Hill, Jr. in turn also had three children — one of whom is appellant Albert G. Hill, III (“appellant” or “Al Hill, III”) — and all three of those children were also beneficiaries of both trusts. The appellees consist of the trustees and advisory boards of the MHTE and HHTE; other beneficiaries of those trusts, including Al Hill, Jr. and his two siblings and Al Hill, III’s two siblings; a guardian ad litem appointed by the district court to represent the interests of Al Hill, III’s minor children and other potential future beneficiaries; and several of Al Hill, III’s former attorneys in the underlying litigation, who seek affirmance of the district court’s resolution of a fee dispute with Al Hill, III. Appellant Al Hill, III initiated the instant litigation in Texas state court in December 2007, alleging various forms of wrongdoing in the management of the MHTE and HHTE trusts, and seeking, inter alia, a declaration that he was

4 No. 11-10348, consol’d with Nos. 12-10417 & 12-10620

a direct and vested beneficiary of the MHTE. After removal to federal district court and several years of extensive litigation — involving dozens of related lawsuits in various state trial courts in addition to the federal litigation — the parties on May 13, 2010 entered into a Global Settlement and Mutual Release Agreement (the “Settlement Agreement”) which left a number of details and considerable documentation to be implemented under the jurisdiction of the district court. On November 8, 2010, after considering various proposed judgments and arguments from the parties concerning the implementation of the Settlement Agreement, the district court entered its Final Judgment. Following entry of the Final Judgment, appellant filed a motion to alter or amend the Final Judgment, challenging the Final Judgment’s implementation of the Settlement Agreement on various grounds. Later, on March 12, 2012, appellant filed a recusal motion arguing that District Judge O’Connor should have recused himself because of Judge O’Connor’s spouse’s ownership of stock in ExxonMobil Corporation (“Exxon”), which, through acquisitions that took place during the course of the litigation, came to own the former Hunt Petroleum Company, which had been a major asset in the MHTE and HHTE trusts. The district court denied that motion as untimely filed and on the merits.

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Bluebook (online)
Campbell Harrison & Dagley v. Albert Hill, Counsel Stack Legal Research, https://law.counselstack.com/opinion/campbell-harrison-dagley-v-albert-hill-ca5-2012.