Clarence Stumhoffer, Heir of the Estate of Robert Brian Stumhoffer v. Daniel Perales and Erin Perales

459 S.W.3d 158
CourtCourt of Appeals of Texas
DecidedFebruary 23, 2015
DocketNO. 01-12-00953-CV
StatusPublished
Cited by8 cases

This text of 459 S.W.3d 158 (Clarence Stumhoffer, Heir of the Estate of Robert Brian Stumhoffer v. Daniel Perales and Erin Perales) 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.

Bluebook
Clarence Stumhoffer, Heir of the Estate of Robert Brian Stumhoffer v. Daniel Perales and Erin Perales, 459 S.W.3d 158 (Tex. Ct. App. 2015).

Opinion

OPINION ON REHEARING

Evelyn V. Keyes, Justice

Appellees, Daniel and Erin Perales (collectively, “Perales”), sued the appellant, the independent administrator and heir of the Estate of Robert Brian Stumhoffer (“the Estate”), seeking to recover attorney’s fees and costs incurred in defending an adverse claim to title on real property sold to Perales by Robert Stumhoffer, decedent. In a single issue, the Estate challenges the trial court’s grant of summary judgment in favor of Perales. On September 25, 2014, we issued an opinion sustaining the Estate’s challenge to the trial court’s grant of summary judgment.

Perales subsequently moved for rehearing. We deny the motion for rehearing. However, we withdraw our September 25, 2014 opinion and judgment and issue this opinion and judgment in their place. Our disposition remains unchanged.

We reverse and remand.

Background

In December 2007, Perales purchased real property at 5246 Piping Rock in Houston, TX (“the Property”) from Stumhoffer pursuant to a general warranty deed. The deed provided, in relevant part, that Stum-hoffer, conveyed the Property to Perales and stated:

TO HAVE AND TO HOLD the above-described premises, together with all and singular the rights and appurtenances thereto in ¿nywise belonging unto said GRANTEE [Perales] and GRANTEE’S heirs and assigns forever, GRANTOR [Stumhoffer] does hereby bind GRANTOR and GRANTOR’S heirs, executors, and administrators to warrant and forever defend, all and singular, the said premises unto the said GRANTEE and GRANTEE’S heirs and assigns, against every person whomsoever lawfully claiming, or to claim the same, or any part thereof.

Perales had the Property surveyed and learned that the property line ran seven feet east of the existing fence that divided his yard from that of his neighbor, Allen Lewis. Perales informed Lewis of his intention to move the fence and install a sprinkler system. Lewis disputed the results of the boundary survey, claiming that he owned the seven-foot strip of land by adverse possession, or alternatively, that he had acquired an easement on it due to a sewer line that Lewis alleged ran from his home under the disputed land. Lewis filed suit against Perales to establish title to the land by adverse possession, claiming he owned the seven-foot strip of land. The suit was resolved in Perales’s favor. See Allen & Martha Lewis Revocable Trust v. Perales, No. 01-09-00140-CV, 2010 WL 3212125, at *9 (Tex.App.—Houston [1st Dist.] Aug. 12, 2010, no pet.). (mem.op.) (affirming trial court’s grant of summary judgment in favor of Perales). Perales contends that he incurred approximately $70,000 in attorney’s fees over the several years his dispute with Lewis (“Lewis’s suit”) remained pending.

While Lewis’s suit was on-going, Perales sought indemnification from Stumhoffer for “all costs and expenses incurred ... in the ... litigation” and for “an equivalent of the fair market value of any portion of [the Property] that might be successfully claimed by [Lewis] in the above suit.” Following Stu'mhoffer’s death and the final resolution of Lewis’s suit, Perales filed *161 suit against the Estate, alleging that it, owed a duty to defend him against Lewis’s claims, a duty which the Estate failed to acknowledge or discharge. Specifically, Perales alleged a cause of action for breach of the general warranty deed by' which Stumhoffer conveyed the Property to him. Based on that cause of action, Perales also alleged that “[t]here exists a real and substantial controversy involving' genuine conflict of tangible interests, and Perales requests this court to enter a determination of the parties’ obligations and rights pursuant to [Civil Practice and Remedies Code section] 37.010.” Perales also requested attorney’s fees under Civil Practice and Remedies Code chapters 37 and 38.

Perales moved for summary judgment on his claim against the Estate, arguing that Stumhoffer transferred the Property to him under a general warranty deed in which “Stumhoffer promised to warrant and defend,the property conveyed to Pe-rales against every person claiming the same or any part thereof.” Perales asserted that Stumhoffer “knew that he and his predecessors in interest had allowed conditions on the property, to develop so as to allow [Lewis] to encroach onto his land and allow Lewis to have a colorable adverse possession claim for a portion of the property.” Thus, Perales sought a declaration that the Estate had an obligation, arising under .the general warranty deed, to reimburse him for the attorney’s fees and other costs he had incurred in defending against Lewis’s suit and that the Estate breached that duty. Perales included exhibits setting out the amount of his costs and attorney’s fees, totaling $74,171.01, all of which Perales incurred in defending his title against Lewis’s adverse possession claim. In his post-hearing brief on the motion for summary judgment, Perales also argued that he was entitled to recover the attorney’s fees incurred in defending against Lewis’s suit from the Estate based on Civil Practice and Remedies Code sections 37.009 and 38.001, governing the award of attorney’s fees in declaratory judgment actions and breach of contract actions, respectively.

The trial court granted summary judgment in favor of Perales, and it entered final judgment awarding Perales $67,318.01, representing Perales’ “costs incurred in defending title to property sold to [him by Stumhoffer], which includes costs and attorney’s fees, plus 6% interest compounded annually from [the] date of judgment.”

Notice of Appeal

The original notice of appeal named the Estate as the party appealing the trial court’s final judgment, although the caption on the notice and all other pleadings filed in the trial court indicated that the lawsuit was brought against and was defended by the independent executor. An estate is not a legal entity that can sue or be sued. See Henson v. Estate of Crow, 734 S.W.2d 648, 649 (Tex.1987) (holding that estate is not legal entity and cannot be sued in that capacity); Casillas v. Cano, 79 S.W.3d 587, 590 (Tex.App.—Corpus Christi 2002, no pet.) (holding that “[a]n estate is not a legal entity and therefore cannot sue or be sued” in concluding that estate was not proper party to appeal where appellant died during pendency of case). Accordingly, the Estate sought leave to amend its notice of appeal to name the heir and proposed administrator of the Estate as the party appealing the trial court’s judgment on behalf of the Estate. Perales argues that we should not allow the Estate to amend its notice of appeal and that we should dismiss the appeal.

A. Facts Relevant to Notice of Appeal

The underlying suit was brought against, and defended by, Frieda Stumhof- *162 fer as the independent administrator of the Estate. However, Frieda Stumhoffer died while this ease was pending in the trial court, and the attorney for the Estate filed a suggestion of death, informing the trial court that Frieda Stumhoffer had died and that the Estate was seeking a substitute administrator.

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Bluebook (online)
459 S.W.3d 158, Counsel Stack Legal Research, https://law.counselstack.com/opinion/clarence-stumhoffer-heir-of-the-estate-of-robert-brian-stumhoffer-v-texapp-2015.