Doggett v. Robinson

345 S.W.3d 94, 2011 Tex. App. LEXIS 3364, 2011 WL 1675994
CourtCourt of Appeals of Texas
DecidedMay 5, 2011
Docket14-10-00006-CV
StatusPublished
Cited by17 cases

This text of 345 S.W.3d 94 (Doggett v. Robinson) 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
Doggett v. Robinson, 345 S.W.3d 94, 2011 Tex. App. LEXIS 3364, 2011 WL 1675994 (Tex. Ct. App. 2011).

Opinion

OPINION

WILLIAM J. BOYCE, Justice.

Robert R. Doggett, Florence E. Pollard, Paul R. Doggett, Paul Randolph Doggett, Jr., Mark Edward Doggett, and Matthew Joseph Doggett appeal the trial court’s summary judgment in favor of Mary Rob *96 inson, as independent executor of the estate of John M. Robinson. We reverse and remand.

BACKGROUND

I. John Doggett’s Will

John Doggett executed a will prepared by attorney John M. Robinson. John Dog-gett was married to his second wife, Sylvia, when he executed the will in 1983. John had four children from his first marriage — John III, Robert, Florence, and Paul. Sylvia had one child from a prior marriage — Beverly Longuet.

John’s will directs that Sylvia receive his personal effects and distributes his remaining assets to two trusts: the Unlimited Marital Deduction Trust (“Marital Trust”) and the Family Trust. The will names John M. Robinson as the trustee of both trusts. 1

The will directs that Marital Trust income be paid to Sylvia during her lifetime, with the principal available for her support if necessary. Section 3.4 of John’s will grants Sylvia testamentary power of appointment over the Marital Trust principal by “specific reference” in Sylvia’s will. 2 John’s will provides in section 3.6 that any unappointed Marital Trust assets will be distributed upon Sylvia’s death as specified:

John Rentz Doggett III 35%
Beverly Ann Longuet 35%
Robert Raymond Doggett 10%
Florence Emily Pollard 5%
Paul Randolph Doggett 5%
Paul Randolph Doggett, Jr. 3-1/2%
Mark Edward Doggett 3-1/2%
Matthew Joseph Doggett 3-1/2% 3

The will also states that Family Trust assets may be distributed during Sylvia’s lifetime to Sylvia or to John’s descendants as necessary for their support. In section 4.3, John’s will grants Sylvia a lifetime power of appointment over the Family Trust income and principal, as well as a testamentary power of appointment by “specific reference” in her will. 4 John’s will states that the Family Trust will terminate “when my wife dies or when no child of mine is living and under age 40, whichever is later.” John’s will directs any unappointed Family Trust assets existing upon termination to be distributed according to the same schedule as the unappointed Marital Trust assets.

With respect to both the Marital Trust and the Family Trust, John’s will places an *97 express limitation on Sylvia’s power of appointment. Section 3.4 of John’s will, which governs the Marital Trust, states that Sylvia “shall not have the power to appoint trust principal to herself, her estate, her creditors or the creditors of her estate.” Section 4.3 of John’s will, which governs the Family Trust, states that Sylvia “shall not appoint trust property to herself, her creditors, her estate, or the creditors of her estate.”

John Doggett died in 1987. His will was probated, and Sylvia was appointed executor of his estate. It is alleged that neither trust was funded during Sylvia’s lifetime or after her death. John M. Robinson died in 2002.

II. Sylvia Doggett’s Will

Sylvia executed a will in 2002. After she died in 2006, her will was admitted to probate and Beverly was appointed executor of Sylvia’s estate.

This appeal focuses in significant part on sections 2.1 and 2.4 of Sylvia’s will. These sections provide as follows:

2.1 I give, devise and bequeath all of my property, real, personal and mixed, of every kind and character and description, and wherever situated, and any other property over which I may have a power of appointment or power of testamentary disposition, according to the provisions of this Article II.
* * *
2.1p I give, devise and bequeath all the rest, residue, and remainder of my estate and property to my daughter, Beverly Ann Longuet.

Sylvia’s will also provides in section 2.3 for the distribution of Sylvia’s personal effects, and makes three monetary bequests in section 2.2 to persons other than John’s children, John’s grandchildren, or Beverly.

III. Suit by John Doggett’s Children and Grandchildren

John’s surviving children — Robert Dog-gett, Florence Doggett Pollard, and Paul R. Doggett — sued Beverly individually and in her capacity as executor of Sylvia’s estate in 2007. 5 They alleged, among other things, that (1) Sylvia failed to establish and operate the trusts properly; and (2) Beverly failed to provide an accounting of the assets in Sylvia’s estate and information about assets that should have been used to fund the trusts. Three of John’s grandchildren — Paul, Mark, and Matthew Doggett — filed a petition in intervention. We refer collectively to the original plaintiffs and intervenors as the “Doggett claimants.”

The Doggett claimants also sued Mary Robinson in her capacity as executor of John M. Robinson’s estate. The Doggett claimants alleged that John M. Robinson accepted appointment as trustee of the Marital Trust and the Family Trust under John’s will. They further alleged, among other things, that John M. Robinson failed to fulfill his obligations as trustee; assisted Sylvia in taking assets belonging to the trusts; failed to require assets to be segregated; made misrepresentations; and breached his fiduciary duties as trustee. The Doggett claimants contend that, as a result of this alleged conduct, Beverly improperly obtained trust property intended for them under John’s will. The Doggett claimants sought actual damages, punitive *98 damages, costs and attorney’s fees, interest, the imposition of a constructive trust, and declaratory relief.

Beverly settled with the Doggett claimants on behalf of herself and Sylvia’s estate in 2008, leaving Robinson’s estate as the only defendant.

Robinson’s estate filed a traditional summary judgment motion under Rule 166a(c), arguing that it was not liable to the Dog-gett claimants because Sylvia in her will properly exercised her power of appointment in favor of Beverly. The Doggett claimants also filed a traditional summary judgment motion, arguing that (1) John’s will authorized Sylvia to exercise her power of appointment only in favor of John’s “descendants” as that term is defined in section 9.3 of John’s will; and (2) Beverly is not among John’s defined “descendants.”

The trial court granted partial summary judgment in favor of Robinson’s estate and denied the Doggett claimants’ motion.

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Cite This Page — Counsel Stack

Bluebook (online)
345 S.W.3d 94, 2011 Tex. App. LEXIS 3364, 2011 WL 1675994, Counsel Stack Legal Research, https://law.counselstack.com/opinion/doggett-v-robinson-texapp-2011.