David B.T. Myrick, Jr., Edna Archer, Haden Beardsley, and Sarah Kathryn Pacheco v. Linda Moody, Elizabeth Moody and W.L. Moody, V

Opinion

ACCEPTED 14-15-00945-CV FOURTEENTH COURT OF APPEALS Appellate Docket Number: 14-15-00945-CV HOUSTON, TEXAS 11/12/2015 5:02:07 PM CHRISTOPHER PRINE Appellate Case Style: David B.T. Myrick, Jr., Edna Archer, Haden Beardsley, and Sarah Kathryn Pacheco CLERK

Vs. Linda Moody, Elizabeth Moody, and W.L. Moody, V

Companion Case No.: FILED IN 14th COURT OF APPEALS HOUSTON, TEXAS 11/12/2015 5:02:07 PM Amended/corrected statement: DOCKETING STATEMENT (Civil) CHRISTOPHER A. PRINE Clerk Appellate Court:14th Court of Appeals (to be filed in the court of appeals upon perfection of appeal under TRAP 32)

I. Appellant II. Appellant Attorney(s) Person Organization (choose one) Lead Attorney First Name: Thomas First Name: David Middle Name: C. Middle Name: B.T. Last Name: Wright Last Name: Myrick, Jr. Suffix: Suffix: Law Firm Name: Wright & Close, LLP

Pro Se: Address 1: One Riverway Address 2: Suite 2200 City: Houston State: Texas Zip+4: 77056 Telephone: 713-572-4321 ext. Fax: 713-572-4320 Email: wright@wrightclose.com SBN: 22059400

I. Appellant II. Appellant Attorney(s) Person Organization (choose one) Lead Attorney First Name: Bradley First Name: Middle Name: W. Middle Name: Last Name: Snead Last Name: Suffix: Suffix: Law Firm Name: Wright & Close, LLP

Pro Se: Address 1: One Riverway Address 2: Suite 2200

Page 1 of 13 City: Houston State: Texas Zip+4: 77056 Telephone: 713-572-4321 ext. Fax: 713-572-4320 Email: snead@wrightclose.com SBN: 24049835

I. Appellant II. Appellant Attorney(s) Person Organization (choose one) Lead Attorney First Name: Thomas First Name: Edna Middle Name: C. Middle Name: Last Name: Wright Last Name: Archer Suffix: Suffix: Law Firm Name: Wright & Close, LLP

Pro Se: Address 1: One Riverway Address 2: Suite 2200 City: Houston State: Texas Zip+4: 77056 Telephone: 713-572-4321 ext. Fax: 713-572-4320 Email: wright@wrightclose.com SBN: 22059400

I. Appellant II. Appellant Attorney(s) Person Organization (choose one) Lead Attorney First Name: Bradley First Name: Middle Name: W. Middle Name: Last Name: Snead Last Name: Suffix: Suffix: Law Firm Name: Wright & Close, LLP

Pro Se: Address 1: One Riverway Address 2: Suite 2200 City: Houston State: Texas Zip+4: 77056 Telephone: 713-572-4321 ext. Fax: 713-572-4320 Email: snead@wrightclose.com SBN: 24049835

Page 2 of 13 I. Appellant II. Appellant Attorney(s) Person Organization (choose one) Lead Attorney First Name: Van First Name: Middle Name: H. Middle Name: Last Name: Archer, III Last Name: Suffix: Suffix: Law Firm Name: The Law Office of Van H. Archer, III

Pro Se: Address 1: 115 East Travis Address 2: Suite 533 City: San Antonio State: Texas Zip+4: 78205 Telephone: 210-222-0973 ext. Fax: 210-222-0975 Email: chiparcher@satx.rr.com SBN: 01294100

I. Appellant II. Appellant Attorney(s) Person Organization (choose one) Lead Attorney First Name: Thomas First Name: Haden Middle Name: C. Middle Name: Last Name: Wright Last Name: Beardsley Suffix: Suffix: Law Firm Name: Wright & Close, LLP

Pro Se: Address 1: One Riverway Address 2: Suite 2200 City: Houston State: Texas Zip+4: 77056 Telephone: 713-572-4321 ext. Fax: 713-572-4320 Email: wright@wrightclose.com SBN: 22059400

I. Appellant II. Appellant Attorney(s) Person Organization (choose one) Lead Attorney First Name: Bradley First Name: Middle Name: W. Middle Name: Last Name: Snead Last Name: Suffix: Suffix: Law Firm Name: Wright & Close, LLP

Page 3 of 13 City: Houston State: Texas Zip+4: 77056 Telephone: 713-572-4321 ext. Fax: 713-572-4320 Email: snead@wrightclose.com SBN: 24049835

I. Appellant II. Appellant Attorney(s) Person Organization (choose one) Lead Attorney First Name: Charles First Name: Middle Name: Middle Name: Last Name: Grigson Last Name: Suffix: Suffix: Law Firm Name: The Law Office of Charles Grigson

Pro Se: Address 1: 604 W. 12th Street Address 2: City: Austin State: Texas Zip+4: 78701 Telephone: 512-447-5791 ext. Fax: 512-479-6417 Email: grigson@flash.net SBN: 08492500

I. Appellant II. Appellant Attorney(s) Person Organization (choose one) Lead Attorney First Name: Thomas First Name: Sarah Middle Name: C. Middle Name: Kathryn Last Name: Wright Last Name: Pacheco Suffix: Suffix: Law Firm Name: Wright & Close, LLP

Pro Se: Address 1: One Riverway Address 2: Suite 2200 City: Houston State: Texas Zip+4: 77056 Telephone: 713-572-4321 ext. Fax: 713-572-4320 Email: wright@wrightclose.com SBN: 22059400

Page 4 of 13 I. Appellant II. Appellant Attorney(s) Person Organization (choose one) Lead Attorney First Name: Bradley First Name: Middle Name: W. Middle Name: Last Name: Snead Last Name: Suffix: Suffix: Law Firm Name: Wright & Close, LLP

Pro Se: Address 1: One Riverway Address 2: Suite 2200 City: Houston State: Texas Zip+4: 77056 Telephone: 713-572-4321 ext. Fax: 713-572-4320 Email: snead@wrightclose.com SBN: 24049835

I. Appellant II. Appellant Attorney(s) Person Organization (choose one) Lead Attorney First Name: Joseph First Name: Middle Name: S. Middle Name: Last Name: Horrigan Last Name: Suffix: Suffix: Law Firm Name: Horrigan & Goehrs, LLP

Pro Se: Address 1: 5020 Montrose Blvd. Address 2: Suite 500 City: Houston State: Texas Zip+4: 77006 Telephone: 713-659-4200 ext. Fax: 713-659-3804 Email: joe@hgprobate.com SBN: 10012000

III. Appellee IV. Appellee Attorney(s) Person Organization (choose one) Lead Attorney First Name: H. First Name: Linda Middle Name: David Middle Name: Last Name: Hughes Last Name: Moody Suffix:

Page 5 of 13 Suffix: Law Firm Name: Hughes, Vanderburg, Williams & Bartoletti Pro Se: Address 1: Frost Bank Tower Address 2: 401 Congress Ave., Suite 2424 City: Austin State: Texas Zip+4: 78701 Telephone: ext. Fax: Email: SBN:

III. Appellee IV. Appellee Attorney(s) Person Organization (choose one) Lead Attorney First Name: Sarah First Name: Middle Name: Middle Name: Last Name: Pacheco Last Name: Suffix: Suffix: Law Firm Name: Crain, Caton & James Pro Se: Address 1: Five Houston Center Address 2: 1401 McKinney Street, Suite 170 City: Houston State: Texas Zip+4: 77010 Telephone: ext. Fax: Email: SBN:

III. Appellee IV. Appellee Attorney(s) Person Organization (choose one) Lead Attorney First Name: Keith First Name: Elizabeth Middle Name: Middle Name: Last Name: Morris Last Name: Moody Suffix: Suffix: Law Firm Name: Ostrom Morris, PLLC Pro Se: Address 1: 6363 Woodway Address 2: Suite 300 City: Houston State: Texas Zip+4: 77057 Telephone: ext. Fax: Email: SBN:

Page 6 of 13 III. Appellee IV. Appellee Attorney(s) Person Organization (choose one) Lead Attorney First Name: Gregory First Name: W. Middle Name: N. Middle Name: L. Last Name: Jones Last Name: Moody, V Suffix: Suffix: Law Firm Name: Oaks, Hartline & Daly, LLP Pro Se: Address 1: 2323 S. Shepherd Address 2: 14th Floor City: Houston State: Texas Zip+4: 77019 Telephone: ext. Fax: Email: SBN:

III. Appellee IV. Appellee Attorney(s) Person Organization (choose one) Lead Attorney First Name: Scott First Name: Middle Name: Middle Name: Last Name: Morrison Last Name: Suffix: Suffix: Law Firm Name: Oaks, Hartline & Daly, LLP Pro Se: Address 1: 2323 S. Shepherd Address 2: 14th Floor City: Houston State: Texas Zip+4: 77019 Telephone: ext. Fax: Email: SBN:

Page 7 of 13 V. Perfection Of Appeal And Jurisdiction

Nature of Case (Subject matter or type of case): Estate proceedings and Administration

Date order or judgment signed: October 8, 2015 Type of judgment: Summary Judgment Date notice of appeal filed in trial court: November 5, 2015 If mailed to the trial court clerk, also give the date mailed: Interlocutory appeal of appealable order: Yes No If yes, please specify statutory or other basis on which interlocutory order is appealable (See TRAP 28):

Accelerated appeal (See TRAP 28): Yes No If yes, please specify statutory or other basis on which appeal is accelerated:

Parental Termination or Child Protection? (See TRAP 28.4): Yes No

Permissive? (See TRAP 28.3): Yes No If yes, please specify statutory or other basis for such status:

Agreed? (See TRAP 28.2): Yes No If yes, please specify statutory or other basis for such status:

Appeal should receive precedence, preference, or priority under statute or rule: Yes No If yes, please specify statutory or other basis for such status:

Does this case involve an amount under $100,000? Yes No Judgment or order disposes of all parties and issues: Yes No Appeal from final judgment: Yes No Does the appeal involve the constitutionality or the validity of a statute, rule, or ordinance? Yes No

VI. Actions Extending Time To Perfect Appeal

Motion for New Trial: Yes No If yes, date filed: Motion to Modify Judgment: Yes No If yes, date filed: Request for Findings of Fact Yes No If yes, date filed: and Conclusions of Law: Yes No If yes, date filed: Motion to Reinstate: Yes No If yes, date filed: Motion under TRCP 306a: Other: Yes No If other, please specify:

VII. Indigency Of Party: (Attach file-stamped copy of affidavit, and extension motion if filed.)

Affidavit filed in trial court: Yes No If yes, date filed:

Contest filed in trial court: Yes No If yes, date filed:

Date ruling on contest due:

Ruling on contest: Sustained Overruled Date of ruling:

Page 8 of 15 VIII. Bankruptcy

Has any party to the court's judgment filed for protection in bankruptcy which might affect this appeal? Yes No If yes, please attach a copy of the petition.

Date bankruptcy filed: Bankruptcy Case Number:

IX. Trial Court And Record

Court: Probate Court Clerk's Record: County: Galveston Trial Court Clerk: District County Trial Court Docket Number (Cause No.): PR76077 Was clerk's record requested? Yes No If yes, date requested: November 12, 2015 Trial Judge (who tried or disposed of case): If no, date it will be requested: First Name: Kimberly Were payment arrangements made with clerk? Middle Name: Yes No Indigent Last Name: Sullivan (Note: No request required under TRAP 34.5(a),(b)) Suffix: Address 1: 600 59th Street Address 2 : 2nd Floor City: Galveston State: Texas Zip + 4: 77551 Telephone: 409-766-2200 ext. Fax: Email:

Reporter's or Recorder's Record:

Is there a reporter's record? Yes No Was reporter's record requested? Yes No

Was there a reporter's record electronically recorded? Yes No If yes, date requested:

If no, date it will be requested: Were payment arrangements made with the court reporter/court recorder? Yes No Indigent

Page 9 of 15 Court Reporter Court Recorder Official Substitute

First Name: Middle Name: Last Name: Suffix: Address 1: Address 2: City: State: Texas Zip + 4: Telephone: ext. Fax: Email:

X. Supersedeas Bond Supersedeas bond filed: Yes No If yes, date filed:

Will file: Yes No

XI. Extraordinary Relief

Will you request extraordinary relief (e.g. temporary or ancillary relief) from this Court? Yes No If yes, briefly state the basis for your request:

XII. Alternative Dispute Resolution/Mediation (Complete section if filing in the 1st, 2nd, 4th, 5th, 6th, 8th, 9th, 10th, 11th, 12th, 13th, or 14th Court of Appeal) Should this appeal be referred to mediation? Yes No

If no, please specify:Successful mediation is unlikely of the specific issue here: construction of a will. Has the case been through an ADR procedure? Yes No If yes, who was the mediator? What type of ADR procedure? At what stage did the case go through ADR? Pre-Trial Post-Trial Other

If other, please specify:

Type of case? Estate proceedings and Administration Give a brief description of the issue to be raised on appeal, the relief sought, and the applicable standard for review, if known (without prejudice to the right to raise additional issues or request additional relief): Construction of a Will

How was the case disposed of? Summary Judgment Summary of relief granted, including amount of money judgment, and if any, damages awarded. Probate Court granted summary judgment in favor of Appellees If money judgment, what was the amount? Actual damages: Punitive (or similar) damages:

Page 10 of 15 Attorney's fees (trial): Attorney's fees (appellate): Other: If other, please specify:

Will you challenge this Court's jurisdiction? Yes No Does judgment have language that one or more parties "take nothing"? Yes No Does judgment have a Mother Hubbard clause? Yes No Other basis for finality? Court's severance order expressly makes summary judgment a "final and appealable judgment" Rate the complexity of the case (use 1 for least and 5 for most complex): 1 2 3 4 5 Please make my answer to the preceding questions known to other parties in this case. Yes No Can the parties agree on an appellate mediator? Yes No If yes, please give name, address, telephone, fax and email address: Name Address Telephone Fax Email

Languages other than English in which the mediator should be proficient: Name of person filing out mediation section of docketing statement:

XIII. Related Matters List any pending or past related appeals before this or any other Texas appellate court by court, docket number, and style.

Docket Number: Trial Court:

Style:

Vs.

Page 11 of 15 XIV. Pro Bono Program: (Complete section if filing in the 1st, 3rd, 5th, or 14th Courts of Appeals) The Courts of Appeals listed above, in conjunction with the State Bar of Texas Appellate Section Pro Bono Committee and local Bar Associations, are conducting a program to place a limited number of civil appeals with appellate counsel who will represent the appellant in the appeal before this Court.

The Pro Bono Committee is solely responsible for screening and selecting the civil cases for inclusion in the Program based upon a number of discretionary criteria, including the financial means of the appellant or appellee. If a case is selected by the Committee, and can be matched with appellate counsel, that counsel will take over representation of the appellant or appellee without charging legal fees. More information regarding this program can be found in the Pro Bono Program Pamphlet available in paper form at the Clerk's Office or on the Internet at www.tex-app.org. If your case is selected and matched with a volunteer lawyer, you will receive a letter from the Pro Bono Committee within thirty (30) to forty-five (45) days after submitting this Docketing Statement. Note: there is no guarantee that if you submit your case for possible inclusion in the Pro Bono Program, the Pro Bono Committee will select your case and that pro bono counsel can be found to represent you. Accordingly, you should not forego seeking other counsel to represent you in this proceeding. By signing your name below, you are authorizing the Pro Bono committee to transmit publicly available facts and information about your case, including parties and background, through selected Internet sites and Listserv to its pool of volunteer appellate attorneys. Do you want this case to be considered for inclusion in the Pro Bono Program? Yes No

Do you authorize the Pro Bono Committee to contact your trial counsel of record in this matter to answer questions the committee may have regarding the appeal? Yes No

Please note that any such conversations would be maintained as confidential by the Pro Bono Committee and the information used solely for the purposes of considering the case for inclusion in the Pro Bono Program.

If you have not previously filed an affidavit of Indigency and attached a file-stamped copy of that affidavit, does your income exceed 200% of the U.S. Department of Health and Human Services Federal Poverty Guidelines? Yes No

These guidelines can be found in the Pro Bono Program Pamphlet as well as on the internet at http://aspe.hhs.gov/poverty/06poverty.shtml.

Are you willing to disclose your financial circumstances to the Pro Bono Committee? Yes No If yes, please attach an Affidavit of Indigency completed and executed by the appellant or appellee. Sample forms may be found in the Clerk's Office or on the internet at http://www.tex-app.org. Your participation in the Pro Bono Program may be conditioned upon your execution of an affidavit under oath as to your financial circumstances.

Give a brief description of the issues to be raised on appeal, the relief sought, and the applicable standard of review, if known (without prejudice to the right to raise additional issues or request additional relief; use a separate attachment, if necessary).

XV. Signature

Signature of counsel (or pro se party) Date: 11/12/2015

Printed Name: Bradley W. Snead State Bar No.: 24049835

Electronic Signature: /s/ Bradley W. Snead (Optional)

Page 12 of 15 XVI. Certificate of Service

The undersigned counsel certifies that this docketing statement has been served on the following lead counsel for all parties to the trial court's order or judgment as follows on November 12, 2015 .

Signature of counsel (or pro se party) Electronic Signature: /s/ Bradley W. Snead (Optional)

State Bar No.: 24049835 Person Served Certificate of Service Requirements (TRAP 9.5(e)): A certificate of service must be signed by the person who made the service and must state: (1) the date and manner of service; (2) the name and address of each person served, and (3) if the person served is a party's attorney, the name of the party represented by that attorney

Please enter the following for each person served:

Date Served: November 12, 2015 Manner Served: eServed

First Name: H.

Middle Name: David Last Name: Hughes Suffix: Law Firm Name: Hughes, Vanderburg, Williams & Bartoletti Address 1: Frost Bank Tower Address 2: 401 Congress Ave., Suite 2424

City: Austin State Texas Zip+4: 78701 Telephone: ext. Fax: Email: dhughes@hvwlaw.com

If Attorney, Representing Party's Name: Linda Moody Please enter the following for each person served:

Page 13 of 15 Date Served: November 12, 2015 Manner Served: eServed

First Name: Sarah

Middle Name: Last Name: Pacheco Suffix: Law Firm Name: Crain, Caton & James Address 1: Five Houston Center Address 2: 1401 McKinney Street, Suite 170

City: Houston State Texas Zip+4: 77010 Telephone: ext. Fax: Email: spacheco@craincaton.com

If Attorney, Representing Party's Name: Linda Moody Please enter the following for each person served:

First Name: Keith

Middle Name: Last Name: Morris Suffix: Law Firm Name: Ostrom Morris, PPC Address 1: 6363 Woodway Address 2: City: Houston State Texas Zip+4: 77057 Telephone: ext. Fax: Email: keith@ostrommorris.com

If Attorney, Representing Party's Name: Elizabeth Moody Please enter the following for each person served:

Page 14 of 15 Date Served: November 12, 2015 Manner Served: eServed

First Name: Gregory

Middle Name: N. Last Name: Jones Suffix: Law Firm Name: Oaks, Hartline & Daly, LLP Address 1: 2323 S. Shepherd Address 2: 14th Floor

City: Houston State Texas Zip+4: 77019 Telephone: ext. Fax: Email: gjones@gnjlaw.net

If Attorney, Representing Party's Name: W.L. Moody, V Please enter the following for each person served:

First Name: Scott

Middle Name: Last Name: Morrison Suffix: Law Firm Name: Oaks, Hartline & Daly, LLP Address 1: 2323 S. Shepherd Address 2: City: Houston State Texas Zip+4: 77019 Telephone: ext. Fax: Email: morrison@ohdlegal.com

If Attorney, Representing Party's Name: W.L. Moody, V

Page 15 of 15