Debra Liska, Individually and in Her Capacity as the of the Estate of Eugene J. Dworaczyk, Mark A. Williamson And Stephen J. Williamson v. Patricia Dworaczyk Anthony L. Dworaczyk, Jr. Kellie Ann Dworaczyk Patrick Dworaczyk Jaqueline Leavy Kayla Jendrusch And Edward Jendrusch, III

CourtCourt of Appeals of Texas
DecidedJanuary 24, 2024
Docket04-22-00170-CV
StatusPublished

This text of Debra Liska, Individually and in Her Capacity as the of the Estate of Eugene J. Dworaczyk, Mark A. Williamson And Stephen J. Williamson v. Patricia Dworaczyk Anthony L. Dworaczyk, Jr. Kellie Ann Dworaczyk Patrick Dworaczyk Jaqueline Leavy Kayla Jendrusch And Edward Jendrusch, III (Debra Liska, Individually and in Her Capacity as the of the Estate of Eugene J. Dworaczyk, Mark A. Williamson And Stephen J. Williamson v. Patricia Dworaczyk Anthony L. Dworaczyk, Jr. Kellie Ann Dworaczyk Patrick Dworaczyk Jaqueline Leavy Kayla Jendrusch And Edward Jendrusch, III) 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
Debra Liska, Individually and in Her Capacity as the of the Estate of Eugene J. Dworaczyk, Mark A. Williamson And Stephen J. Williamson v. Patricia Dworaczyk Anthony L. Dworaczyk, Jr. Kellie Ann Dworaczyk Patrick Dworaczyk Jaqueline Leavy Kayla Jendrusch And Edward Jendrusch, III, (Tex. Ct. App. 2024).

Opinion

Fourth Court of Appeals San Antonio, Texas MEMORANDUM OPINION

No. 04-22-00170-CV

Debra LISKA, Individually; Leigh Williamson; and Stephen J. Williamson; Appellants

v.

Patricia DWORACZYK; Anthony L. Dworaczyk, Jr.; Kellie Ann Dworaczyk; Patrick Dworaczyk; Jaqueline Leavy; Kayla Jendrusch; and Edward Jendrusch, III; Appellees

From the 81st Judicial District Court, Karnes County, Texas Trial Court No. 20-09-00165CVK Honorable Lynn Ellison, Judge Presiding

Opinion by: Liza A. Rodriguez, Justice

Sitting: Irene Rios, Justice Liza A. Rodriguez, Justice Sandee Bryan Marion, Chief Justice (Ret.) 1

Delivered and Filed: January 24, 2024

REVERSED AND RENDERED IN PART, MODIFIED IN PART AND AFFIRMED AS MODIFIED IN PART, REVERSED AND REMANDED IN PART

This is an appeal from a final judgment construing the will of Eugene J. Dworaczyk

(“Eugene”) and declaring portions of a mineral deed null and void. We reverse and render in part,

modify in part and affirm as modified in part, and reverse and remand in part.

1 Sitting by assignment pursuant to section 74.003(b) of the Texas Government Code 04-22-00170-CV

FACTUAL AND PROCEDURAL BACKGROUND

Eugene J. Dworaczyk died on March 22, 2019, leaving a will that appointed Debra Liska

as the independent executrix of his estate. Eugene’s will, which he signed on February 12, 2019,

was admitted into probate, and Liska qualified and assumed the role of independent executrix of

Eugene’s estate.

Eugene’s will devised Liska cash and certain real property and named her as the sole

beneficiary of the residuary estate. The will also contained the following bequest:

I hereby give, devise and bequeath to the hereinafter named individuals a ONE-TENTH (1/10) interest in the Mineral Interest I own in 118.4 acres near Gillet, Karnes County, Texas, known as the Dragon Unit;

To PATRICIA DWORACZYK a ONE-TENTH (1/10),

To ANTHONY L. DWORACZYK a ONE-TENTH (1/10) INTEREST,

To KELLIE ANN DWORACZYK a ONE-TENTH (1/10) INTEREST,

To PATRICK DWORACZYK a ONE-TENTH (1/10) INTEREST,

To WALTER DOTY a ONE-TENTH (1/10) INTEREST,

To JAQUELINE LEAVY a ONE-TENTH (1/10) INTEREST,

To KAYLA JENDRUSCH a ONE-TENTH (1/10) INTEREST,

To ED JENDRUSCH, III a ONE-TENTH (1/10) INTEREST,

To MARK A. WILLIAMSON a ONE-TENTH (1/10) INTEREST,

To STEPHEN J. WILLIAMSON a ONE-TENTH (1/10) INTEREST.

On August 9, 2019, Liska, as independent executrix of Eugene’s estate, executed a deed

purporting to distribute certain mineral interests in accordance with Eugene’s will. With respect to

the above-quoted bequest, the deed conveyed an undivided one-hundredth share of the mineral

interests underlying the entire 118.4 acres to each of the nine surviving devisees named in the

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bequest. 2 Furthermore, because Liska was the sole beneficiary of the residuary estate, the deed

conveyed the remainder of the mineral interests underlying the entire 118.4 acres to Liska in her

individual capacity. The mineral distribution deed was recorded in the real property records of

Karnes County, Texas.

Will Construction and Quiet Title Claims

Seven of the devisees 3 named in the bequest (collectively, “the Dworaczyk beneficiaries,”)

filed a declaratory judgment action asking the trial court to construe the bequest and to remove the

cloud on their title created by the mineral distribution deed. See TEX. CIV. PRAC. & REM. CODE

§ 37.005 (“Declarations Relating to Trust or Estate”). The Dworaczyk beneficiaries alleged that

the deed was correct in conveying the mineral interests underlying the entire 118.4 acres, but it

was incorrect in conveying to each of the devisees a one-hundredth interest because Eugene

devised each of the named beneficiaries a one-tenth interest. The Dworaczyk beneficiaries asked

the trial court to “declar[e] the portions of the Executrix’s Mineral Distribution Deed a nullity and

[to] quiet[] title to those interests in [them], save and except for the one[-]tenth interest bequeathed

to Walter Doty, which is likely a part of the residual estate.”

Liska, in her individual capacity, and two other devisees 4 named in the bequest

(collectively, “Liska and the Williamson beneficiaries,”) answered the suit and counterclaimed for

construction of the will. However, Liska and the Williamson beneficiaries took the position that

the mineral interest described in the bequest was limited to the part of the 118.4 acres that had been

designated as the Dragon Unit, and therefore, the deed improperly conveyed the mineral interests

2 Walter Doty predeceased Eugene and the parties stipulated that the bequest to him lapsed. 3 The seven devisees are Patricia Dworaczyk; Anthony L. Dworaczyk, Jr.; Kellie Ann Dworaczyk; Patrick Dworaczyk; Jaqueline Leavy; Kayla Jendrusch; and Edward Jendrusch, II. 4 The two devisees are Stephen J. Williamson and Mark A. Williamson. The clerk’s record contains a suggestion of death stating that Mark A. Williamson died on April 10, 2021, and that Leigh Williamson appeals in his stead.

-3- 04-22-00170-CV

underlying the entire 118.4 acres to the devisees. Liska and the Williamson beneficiaries also asked

the trial court to quiet title by declaring the mineral distribution deed invalid as it related to the

bequest in question.

Liska, in her capacity as independent executrix, answered the suit and counterclaimed for

construction of the bequest and reformation of the mineral distribution deed.

Summary Judgment Proceedings

The Dworaczyk beneficiaries and Liska and the Williamson beneficiaries filed cross-

motions for traditional summary judgment. In their respective motions, the parties asserted that

the bequest was unambiguous and should be construed as a matter of law. However, they took

different positions on the proper construction of the bequest. The Dworaczyk beneficiaries argued

the bequest devised each of the listed devisees an undivided one-tenth interest in the mineral

interest underlying the entire 118.4 acres described in the bequest. Alternatively, the Dworaczyk

beneficiaries argued that the doctrine of estoppel by deed barred Liska from taking a position

contrary to the mineral distribution deed that she had executed.

By contrast, Liska and the Williamson beneficiaries argued the bequest gave each of the

listed devisees an undivided one-hundredth interest in the Dragon Unit, which was the mineral

interest underlying only part of the 118.4 acres described in the bequest.

Liska, in her capacity as independent executrix, filed a response to both summary judgment

motions, agreeing that the case should be resolved through summary judgment, but taking no

position as to the bequest’s construction.

After a hearing on the summary judgment motions, the trial court signed an interlocutory

order in which it found both parts of the bequest ambiguous. Because the trial court concluded that

the bequest was ambiguous, it considered extrinsic evidence in construing the bequest, namely,

-4- 04-22-00170-CV

the deposition testimony of the attorney who had drafted the will. The interlocutory summary

judgment order shows that the trial court based its ruling on its construction of the bequest.

In its interlocutory order granting summary judgment in favor of the Dworaczyk

beneficiaries, the trial court declared:

B.

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Debra Liska, Individually and in Her Capacity as the of the Estate of Eugene J. Dworaczyk, Mark A. Williamson And Stephen J. Williamson v. Patricia Dworaczyk Anthony L. Dworaczyk, Jr. Kellie Ann Dworaczyk Patrick Dworaczyk Jaqueline Leavy Kayla Jendrusch And Edward Jendrusch, III, Counsel Stack Legal Research, https://law.counselstack.com/opinion/debra-liska-individually-and-in-her-capacity-as-the-of-the-estate-of-texapp-2024.