Estate of Julia Hope Gerald Hood

CourtCourt of Appeals of Texas
DecidedNovember 17, 2016
Docket02-16-00036-CV
StatusPublished

This text of Estate of Julia Hope Gerald Hood (Estate of Julia Hope Gerald Hood) 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
Estate of Julia Hope Gerald Hood, (Tex. Ct. App. 2016).

Opinion

COURT OF APPEALS SECOND DISTRICT OF TEXAS FORT WORTH

NO. 02-16-00036-CV

ESTATE OF JULIA HOPE GERALD HOOD, DECEASED

----------

FROM PROBATE COURT NO. 2 OF TARRANT COUNTY TRIAL COURT NO. 2012-PR02962-2-F

MEMORANDUM OPINION1

In this interlocutory appeal, Appellants David Ringer and the Ringer Law

Firm appeal from the trial court’s order denying their special appearance. See

Tex. Civ. Prac. & Rem. Code Ann. § 51.014(a)(7) (West Supp. 2016). We

1 See Tex. R. App. P. 47.4. reverse and render judgment dismissing Appellees’ claims against Appellants for

lack of personal jurisdiction.

I. INTRODUCTION

On July 18, 2006, Julia Hope Hood died. She was a Mississippi resident

at the time of her death, and she left a will naming her niece, Lola Rose Gerald

Webb, as executrix of her estate. With the exception of a few special bequests

of personal property, Julia’s will directed that as soon as possible after her death,

Webb convert her estate to cash and then distribute the cash estate to the

beneficiaries named in the will. Julia’s estate at the time of her death included an

approximately fifteen-acre parcel of real property situated in Tarrant County,

Texas (Texas Property), and her will named several individual and corporate

beneficiaries who were scattered across the states of Mississippi, Indiana, South

Carolina, Tennessee, Ohio, and Texas. The Appellees here—James Hood;

Sowers of Seed, a Charitable Corporation; John “Jackie” Hood; Patricia Hood

Ritchie; Billy Ray Hood; Tim Hood; and Cheryl Hood Key—are all of the Texas

beneficiaries named in Julia’s will.

The probate of Julia’s estate took several years and involved court

proceedings in both Mississippi and Texas. Along the way, disputes between

Appellees and Webb emerged, particularly with respect to Webb’s handling of

the Texas property, and Appellees eventually sued her in a Texas court as a

result. But Appellees’ dispute with Webb is not what this appeal is about; that

particular dispute was settled in September 2014 and dismissed. This appeal is

2 about another case Appellees filed in a Texas court related to the probate of

Julia’s will. In March 2015, Appellees sued Appellants, the Mississippi lawyer

and law firm who assisted Webb in probating Julia’s will in Mississippi. Appellees

allege that Ringer assisted in wrongfully forcing them to release their claims

against Webb before they could receive their inheritance. They claim that

Ringer’s conduct constituted fraudulent inducement, tortious interference with

inheritance, and extortion.2 The sole issue we must decide is whether a Texas

court has jurisdiction to hear those claims.

II. BACKGROUND AND PROCEDURAL FACTS

We begin in Mississippi. After Julia’s death, Webb hired Ringer to assist

her in probating Julia’s will. Ringer is a lawyer who is licensed to practice law in

Mississippi, and he operates a law firm that does business as the Ringer Law

Firm. The Ringer Law Firm has three office locations, all of which are situated in

Mississippi, and it does business exclusively in Mississippi. Ringer initiated

probate proceedings in a Mississippi chancery court (Mississippi Probate

Proceeding), which admitted Julia’s will to probate on November 1, 2006. During

the course of the Mississippi Probate Proceeding, Ringer filed petitions on

Webb’s behalf asking the Mississippi chancery court to authorize her to manage

the Texas property in various respects. The Mississippi chancery court granted

those petitions.

Appellees claim that the Ringer Law Firm is liable for Ringer’s allegedly 2

wrongful conduct based upon the theory of respondeat superior.

3 Relying on the Mississippi chancery court’s orders, Webb took substantial

action with respect to the Texas Property. She retained a Texas attorney, who

advised her about the title to the surface and mineral estates, the potential of

granting a pipeline easement on the surface estate, and the potential of granting

an oil and gas lease. She secured two appraisals in 2009, executed an oil and

gas lease in November 2009, extended that lease in May 2012, secured another

appraisal in November 2012, entered into multiple listing agreements with a

Texas realtor to sell the property, and marketed the property for sale. She did all

of those things without ever being appointed as representative of Julia’s Texas

estate by a Texas court or informing Appellees of her actions.

Appellees eventually filed an application for ancillary probate of a foreign

will in the Tarrant County, Texas probate court, apparently in November 2012

(Texas Probate Proceeding). See Tex. Est. Code Ann. § 501.001 (West Supp.

2016), § 501.002 (West 2014) (formerly Tex. Prob. Code. Ann. §§ 95(a), (b)).

They then filed four ancillary suits against Webb in the Texas Probate

Proceeding, advancing claims related to her alleged unauthorized handling of the

Texas Property.

By late September 2013, all of the Appellees except Billy had retained a

Mississippi lawyer to appear and represent their interests in the Mississippi

Probate Proceeding. On October 11, 2013, while Appellees’ claims against

Webb were still pending in the Tarrant County probate court, Ringer filed a

petition in the Mississippi chancery court seeking to close Julia’s estate. The

4 petition stated that other than the Texas Property, the only remaining assets in

Julia’s estate were two checking accounts containing a little more than $125,000.

Ringer sought authority from the Mississippi chancery court to withhold those

remaining assets until Julia’s beneficiaries delivered a full and final release of any

claims they may have had against Webb as a result of her handling of Julia’s

estate, specifically including any claims arising under the laws of Mississippi or

the laws of Texas. Ringer’s petition to close Julia’s estate was set for hearing on

December 2, 2013.

Ringer served the petition and hearing notice on the then-represented

Appellees by mailing the petition and notice to their counsel of record at his

Mississippi mailing address. Because Billy was not yet represented, Ringer

directly mailed him a copy of the October 11, 2013 petition, hearing notice, and a

draft release that he could execute to release any claims he may have against

Webb as a result of her handling of Julia’s estate. Ringer also included a cover

letter which stated, in pertinent part, that a release was enclosed that Billy would

need to date, sign, have notarized, and return to Ringer in an enclosed postage-

paid envelope, and which would “be held until [Billy’s] next distribution check

issue[d] from . . . Webb.” Within a few days after he received this

correspondence, Billy retained a Texas lawyer to represent him. By November

27, 2013, Billy had also joined with the other Appellees in retaining a Mississippi

lawyer, who filed Appellees’ response to Ringer’s October 11, 2013 petition in the

Mississippi Probate Proceeding, and who appeared on their behalf at the

5 December 2, 2013 hearing. At the hearing, the Mississippi chancery court

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