Dennis Steven Pertolanitz v. Damon Salone Waldroup

Court of Appeals of Texas·Decided June 17, 2025·No. 01-24-00033-CV·Published

Opinion

Opinion issued June 17, 2025

In The

Court of Appeals

For The

First District of Texas

The appellant, Dennis Steven Pertolanitz, appeals from the trial court’s order granting summary judgment in favor of the appellee, Damon Salone Waldroup, in a dispute over ownership of a one-acre parcel of land. Pertolanitz argues the trial court erred in granting summary judgment because there are genuine issues of material fact regarding the property transfer. He also contends that the trial court erred in granting summary judgment based on his lack of an attached affidavit. We disagree on both and affirm.

BACKGROUND

This case concerns a dispute between two cousins, Pertolanitz and Waldroup, regarding the ownership of a parcel of land in Bastrop County, Texas. A. Pertolanitz signs a General Bill of Sale, agreeing to sell the property.

Before 2021, Pertolanitz owned an unsubdivided ten-acre tract of land, which included the one-acre subject property. In 2021, Pertolanitz agreed to sell Waldroup the subject property.

On October 8, 2021, Waldroup made a $4,500 payment on Pertolanitz’s behalf to the Bastrop County Tax Office for delinquent property taxes burdening Pertolanitz’s ten-acre tract of land.

On October 23, 2021, Pertolanitz and Waldroup signed a General Bill of Sale in front of a notary public, in which Pertolanitz agreed to sell Waldroup one acre out of Pertolanitz’s ten-acre tract of land “for the purchase price of $12,000.”

The parties do not dispute that the $12,000 purchase price included the initial $4,500 tax payment, leaving a remaining balance of $7,500.

On November 22, 2021, Waldroup hired a professional land surveyor who prepared a plat describing the metes and bounds of the one-acre subject property.

Shortly after, Waldroup presented the Bill of Sale to his attorney, who informed him that the document was insufficient to transfer title to the real property and that the parties needed to execute a deed.

B. Pertolanitz executes and delivers a General Warranty Deed conveying the property to Waldroup.

In May 2022, Waldroup’s attorney prepared a General Warranty Deed. The Deed describes the property using the surveyor’s metes and bounds description. The Deed states that Pertolanitz is conveying the property to Waldroup and recites “[c]ash and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged” as consideration for the conveyance.

On May 13, 2022, Pertolanitz executed the Deed and delivered it to Waldroup. The parties agree that the Deed was not properly notarized, preventing the Deed from being recorded in the county property records.

By the summer of 2022, the parties’ relationship had deteriorated, and Pertolanitz sought to cancel the transfer of the property.

C. Summary Judgment Proceedings Waldroup filed a trespass to try title action against Pertolanitz, seeking a declaratory judgment confirming title to and ownership of the subject property. Waldroup subsequently filed a traditional motion for summary judgment, asserting that the Deed is valid and binding on the parties as a matter of law. As summary judgment evidence, Waldroup attached the surveyor’s metes and bounds description and plat, the tax payment receipt, the Bill of Sale, the Deed, and two affidavits of Waldroup.

Pertolanitz responded that there were genuine disputes of material fact as to the terms and obligations of the parties, whether Waldroup fulfilled his obligation to pay the remaining balance for the property, and whether Waldroup threatened to harm Pertolanitz. Pertolanitz did not submit an affidavit or evidence.

After a hearing, the trial court granted Waldroup’s motion for summary judgment. The trial court did not specify the basis for its ruling.

Pertolanitz moved for a new trial. Among other arguments, Pertolanitz urged the court to grant a new trial because he remedied the “procedural technicality” of his affidavit being missing before; he attached his affidavit to the motion for new trial. In it, Pertolanitz stated, among other things, that Waldroup never paid the remaining balance for the subject property.

The trial court denied Pertolanitz’s motion for a new trial without specifying the basis for the denial. Pertolanitz appealed.

DISCUSSION

Pertolanitz argues the trial court erred in granting summary judgment because there are genuine issues of material fact regarding the conveyance of the property. He also contends the trial court erred in granting summary judgment based on his lack of an attached affidavit. We disagree and affirm. A. Standard of Review We review de novo a trial court’s order granting summary judgment. Hillis v. McCall, 602 S.W.3d 436, 439 (Tex. 2020). Under traditional summary judgment procedure, the movant has the initial burden of showing that no genuine issue of material fact exists, and the court should grant a judgment as a matter of law. See id. at 439–40; TEX. R. CIV. P. 166a(c). When the movant presents summary judgment proof of each element of the claim or defense upon which it seeks summary judgment, the burden shifts to the nonmovant to disprove or raise an issue of fact as to at least one element of the movant’s claim or defense. See City of Houston v. Clear Creek Basin Auth., 589 S.W.2d 671, 678–79 (Tex. 1979).

In reviewing a grant of summary judgment, we “examine the entire record in the light most favorable to the nonmovant, indulging every reasonable inference and resolving any doubts against the motion.” Sudan v. Sudan, 199 S.W.3d 291,

292 (Tex. 2006). And when, as here, the trial court does not specify the grounds on which it granted a summary judgment, we must uphold the trial court’s judgment if any of the grounds properly presented are meritorious. Merriman v. XTO Energy, Inc., 407 S.W.3d 244, 248 (Tex. 2013).

B. Pertolanitz did not raise a genuine issue of material fact regarding conveyance of the property.

Pertolanitz argues the court erred in granting summary judgment because there are genuine issues of material fact regarding the conveyance of the subject property. Specifically, Pertolanitz argues there are issues of fact regarding the sufficiency of the Deed, whether Waldroup fully paid the agreed-upon consideration for the sale of the property, and whether Waldroup’s threatening verbal and physical behavior harmed Pertolanitz. None supports reversal.

1. Applicable law for conveying an interest in real property.

To validly convey an interest in real property, the instrument of conveyance must satisfy the requirements of the statute of conveyances (codified at TEX. PROP. CODE § 5.021) and the statute of frauds (codified at TEX. BUS. & COM. CODE § 26.01). Gordon v. W. Houston Trees, Ltd., 352 S.W.3d 32, 43 (Tex. App.— Houston [1st Dist.] 2011, no pet.); accord ConocoPhillips Co. v. Hahn, 704 S.W.3d 515, 530 (Tex. 2024). To do so, the instrument must be in writing, signed by the grantor, and delivered to the grantee. TEX. PROP. CODE § 5.021; see TEX. BUS. & COM. CODE. § 26.01(a), (b)(4); Gordon, 352 S.W.3d at 43.

In addition to those statutory requirements, to accomplish a legally effective conveyance, a deed should contain the following:

• a grantor and grantee can be ascertained from the instrument;

• there are operative words or words of grant showing an intention by the grantor to convey to the grantee title to a real property interest;

• the interest is sufficiently described; and • the instrument is signed and acknowledged by the grantor.

Gordon, 352 S.W.3d at 43; see ConocoPhillips, 704 S.W.3d at 531–32.

Is it not required that the deed be notarized or acknowledged. See Haile v.

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