Estate of Dora Josephine Melton

CourtCourt of Appeals of Texas
DecidedApril 1, 2020
Docket05-18-01245-CV
StatusPublished

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Bluebook
Estate of Dora Josephine Melton, (Tex. Ct. App. 2020).

Opinion

AFFIRM and Opinion Filed April 1, 2020

In The Court of Appeals Fifth District of Texas at Dallas No. 05-18-01245-CV

IN RE: ESTATE OF DORA JOSEPHINE MELTON, DECEASED

On Appeal from the Probate Court No 1 Tarrant County, Texas Trial Court Cause No. 2017-PR01689-1

MEMORANDUM OPINION Before Justices Osborne, Partida-Kipness, and Pedersen, III Opinion by Justice Partida-Kipness Linda LaRue Hannah, the decedent’s daughter, appeals the trial court’s

grant of summary judgment to Michael Henderson, the decedent’s grandson, on her

claim to set aside a deed that decedent Dora Josephine Melton executed shortly

before her death. Ms. Hannah alleged that Ms. Melton lacked intent to execute the

deed and did so only because of Mr. Henderson’s undue influence, duress, and fraud.

In four issues, Ms. Hannah contends the trial court erred in granting Mr. Henderson’s

motion for no-evidence summary judgment because an adequate time for discovery

had not passed, the motion did not specify the elements on which no evidence existed, and the trial court ruled without permitting her to file a late response to the

motion. We affirm the trial court’s judgment.

BACKGROUND

Ms. Hannah filed an application for determination of heirship and for letters

of administration regarding Ms. Melton’s estate on June 14, 2017. Included with

her application, she filed a suit to set aside a deed executed by Ms. Melton on

December 15, 2016. The deed conveyed Ms. Melton’s Fort Worth home to Mr.

Henderson with a life estate reserved for Ms. Melton. Ms. Melton died on January

13, 2017.

Ms. Hannah alleges that Ms. Melton had no intent to execute the deed and

only did so because Mr. Henderson exerted undue influence and duress on her.

According to Ms. Hannah, Ms. Melton had suffered “numerous strokes” and “did

not possess all of her mental faculties.” Thus, Ms. Melton “was under close

supervision of doctors and nurses.” Mr. Henderson allegedly brought two friends to

witness the deed execution, in light of Ms. Melton’s diminished mental state, and

“bolster” his claim to legal title. Ms. Melton was allegedly not of sound mind, did

not understand what she signed, and would not have executed the deed but for Mr.

Henderson’s undue influence, duress, and fraud.

Mr. Henderson filed an answer and plea to the jurisdiction, contending Ms.

Melton’s death extinguished any cause of action to rescind the deed. Mr. Henderson

also filed a motion for no-evidence summary judgment on June 25, 2018. In his –2– motion, Mr. Henderson detailed the elements of Ms. Hannah’s claims, contending

that no evidence existed to support any element. Ms. Hannah did not file a response.

The trial court granted Mr. Henderson’s motion on August 14, 2018, dismissing Ms.

Hannah’s claims and severing the application for determination of heirship and for

letters of administration. This appeal followed.1

STANDARD OF REVIEW

We review a trial court’s summary judgment ruling de novo. Travelers Ins.

Co. v. Joachim, 315 S.W.3d 860, 862 (Tex. 2010). We consider the evidence

presented in the light most favorable to the nonmovant, crediting evidence favorable

to the nonmovant if reasonable jurors could, and disregarding evidence contrary to

the nonmovant unless reasonable jurors could not. Mann Frankfort Stein & Lipp

Advisors, Inc. v. Fielding, 289 S.W.3d 844, 848 (Tex. 2009). We indulge every

reasonable inference and resolve any doubts in the nonmovant’s favor. 20801, Inc.

v. Parker, 249 S.W.3d 392, 399 (Tex. 2008).

After an adequate time for discovery, a party without the burden of proof may,

without presenting evidence, move for summary judgment on the ground that there

is no evidence to support an essential element of the nonmovant’s claim or defense.

TEX. R. CIV. P. 166a(i). The motion must specifically state the elements for which

1 This appeal was originally filed in the Second Court of Appeals of Texas in Fort Worth. It was transferred to this Court by the Texas Supreme Court pursuant to a September 26, 2018 docket equalization order. See TEX. GOV’T CODE ANN. § 73.001. –3– there is no evidence. Id.; Timpte Indus., Inc. v. Gish, 286 S.W.3d 306, 310 (Tex.

2009). The trial court must grant the motion unless the nonmovant produces

summary judgment evidence that raises a genuine issue of material fact. See TEX.

R. CIV. P. 166a(i) & cmt.; Hamilton v. Wilson, 249 S.W.3d 425, 426 (Tex. 2008). If

the nonmovant brings forward more than a scintilla of probative evidence that raises

a genuine issue of material fact, then a no-evidence summary judgment is not proper.

Smith v. O’Donnell, 288 S.W.3d 417, 424 (Tex. 2009); King Ranch, Inc. v.

Chapman, 118 S.W.3d 742, 751 (Tex. 2003), cert. denied, 541 U.S. 1030 (2004).

ANALYSIS

Ms. Hannah raises four issues on appeal. The first issue, however, merely

states that the trial court’s judgment is final and appealable. It does not present a

question or error for this Court to review. See TEX. R. APP. P. 38.1(f).

In her remaining issues, Ms. Hannah contends the trial court erred in granting

Mr. Henderson’s motion for no-evidence summary judgment because adequate time

for discovery had not passed, the motion did not specify the elements of the claims

on which no evidence existed, and the trial court ruled without permitting her to file

a late response to the motion.

In her second issue, Ms. Hannah contends that the trial court erred by

conducting the hearing on Mr. Henderson’s motion for summary judgment before

the end of the discovery period. The hearing was held sixteen days before the end

of the discovery period. –4– There is no bright-line requirement that the discovery period must have passed

before a no-evidence motion can be filed. Dishner v. Huitt-Zollars, Inc., 162 S.W.3d

370, 376 (Tex. App.—Dallas 2005, no pet.). A party contending that it has not had

an adequate opportunity for discovery before a no-evidence summary judgment

hearing must file either an affidavit explaining the need for further discovery or a

verified motion for continuance. Tenneco Inc. v. Enter. Products Co., 925 S.W.2d

640, 647 (Tex. 1996); Killingsworth v. Hous. Auth. of City of Dallas, 447 S.W.3d

480, 495 (Tex. App.—Dallas 2014, pet. denied); see also TEX. R. CIV. P. 166a(g),

251, 252.

The record does not reflect that Ms. Hannah objected to the date of the hearing

or filed a motion for continuance to conduct additional discovery. Consequently,

she has waived any objection to proceeding with the summary judgment hearing

without further discovery. See Tenneco Inc., 925 S.W.2d at 647; AT&T Corp. v. Sw.

Bell Tel. Co., No. 05-99-00186-CV, 2000 WL 14711, at *6 (Tex. App.—Dallas Jan.

11, 2000, no pet.) (not designated for publication) (“By proceeding with the

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Related

Hamilton v. Wilson
249 S.W.3d 425 (Texas Supreme Court, 2008)
20801, INC. v. Parker
249 S.W.3d 392 (Texas Supreme Court, 2008)
Mann Frankfort Stein & Lipp Advisors, Inc. v. Fielding
289 S.W.3d 844 (Texas Supreme Court, 2009)
Timpte Industries, Inc. v. Gish
286 S.W.3d 306 (Texas Supreme Court, 2009)
Travelers Insurance Co. v. Joachim
315 S.W.3d 860 (Texas Supreme Court, 2010)
Huey v. Huey
200 S.W.3d 851 (Court of Appeals of Texas, 2006)
Fredonia State Bank v. General American Life Insurance Co.
881 S.W.2d 279 (Texas Supreme Court, 1994)
Tenneco Inc. v. Enterprise Products Co.
925 S.W.2d 640 (Texas Supreme Court, 1996)
Dishner v. Huitt-Zollars, Inc.
162 S.W.3d 370 (Court of Appeals of Texas, 2005)
King Ranch, Inc. v. Chapman
118 S.W.3d 742 (Texas Supreme Court, 2003)
Tello v. Bank One, N.A.
218 S.W.3d 109 (Court of Appeals of Texas, 2007)
Killingsworth, Jerry v. the Housing Authority of the City of Dallas
447 S.W.3d 480 (Court of Appeals of Texas, 2014)
Pratt v. State
907 S.W.2d 38 (Court of Appeals of Texas, 1995)
Carpenter v. Cimarron Hydrocarbons Corp.
98 S.W.3d 682 (Texas Supreme Court, 2002)

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