Estate of Norma L. Bessire

399 S.W.3d 642, 2013 WL 1319802, 2013 Tex. App. LEXIS 4214
CourtCourt of Appeals of Texas
DecidedApril 2, 2013
Docket07-12-00141-CV
StatusPublished
Cited by11 cases

This text of 399 S.W.3d 642 (Estate of Norma L. Bessire) 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 Norma L. Bessire, 399 S.W.3d 642, 2013 WL 1319802, 2013 Tex. App. LEXIS 4214 (Tex. Ct. App. 2013).

Opinion

OPINION

MACKEY K. HANCOCK, Justice.

Jack Alsdurf, appellant, appeals the trial court’s orders that denied his motion for sanctions against Rhonda K. Stadler, ap-pellee, granted Stadler’s motion that Als-durf not be reimbursed from the estate for his attorney’s fees in the amount of $82,121.08 incurred during this litigation, and removed Alsdurf as Independent Executor of the Estate of Norma L. Bessire. We will affirm the judgments of the trial court.

Factual and Procedural Background

Norma Bessire, the mother of Alsdurf and Stadler, died on February 19, 2010. Prior to her death, she executed a will, which was admitted to probate on March 1, 2010. In the will, Bessire named Als-durf as Independent Executor of the Estate. There was no action on the Estate, other than the routine matters attendant to an independent administration of a decedent’s estate until late in 2010, when Alsdurf called Stadler on the telephone and accused her of taking money from Bessire’s estate prior to the death of Bes-sire.

After the phone call in question, Stadler first personally requested that Alsdurf forward any documentation that supported his allegation. When nothing was forthcoming from Alsdurf, Stadler contacted an attorney, who sent a letter to Alsdurf demanding copies of any documentation that supported Alsdurf s allegations. Alsdurfs attorney then sent a letter to Stadler’s attorney requesting to take Stadler’s deposition. Stadler’s attorney refused to provide Stadler for the deposition without knowing the basis of the allegations against her.

After receiving no response to the request for information regarding the accusations, Stadler filed her petition in intervention in the estate proceedings. The petition in intervention requested a declaratory judgment “as to whether any basis *645 exists for the independent executor’s allegations of misappropriation from the estate of Norma Bessire.” Included within the petition was one interrogatory requesting Alsdurf to identify documents relied upon to support the allegations and a request for production of those documents.

Alsdurf responded to the petition in intervention by filing a general denial and noticing Stadler for a deposition. Stadler then filed a motion to quash the notice of oral deposition. This was then followed by Stadler’s motion for summary judgment. Though the motion does not explicitly cite which of the Texas Rules of Civil Procedure the movant is relying on, it is apparent from its face that it is a no-evidence motion for summary judgment. 1 At the time of filing the motion for summary judgment, Alsdurf had not responded to the one interrogatory and one request for production contained within the original petition in intervention. At this time, the case was transferred from the County Court of Potter County to the County Court at Law as a contested proceeding. 2

Ultimately, Alsdurf responded to the interrogatory and production request with some 1800 pages of bank records. On April 29, 2011, Stadler’s oral deposition was taken for 5 hours and 51 minutes, according to the court reporter’s certification. Alsdurf then took the deposition by written questions of Arne Kay Reynolds of the Amarillo Community Federal Credit Union, where Norma Bessire banked. Then, the deposition of Charles Kessie was taken. Kessie was the original attorney for the estate and the attorney who prepared the last will and testament of Norma Bessire.

After the discovery listed above was completed, Alsdurf filed a motion to strike the intervention, and Stadler filed a motion to remove the independent executor and renewed her motion for summary judgment. A hearing was held on these motions October 4, 2011. 3 At the conclusion of the hearing, the trial court denied inter-vener’s motion for summary judgment, dismissed the intervention, and denied the motion to remove the independent executor. Additionally, the trial court ordered Alsdurf to amend the inventory and list of claims and either specifically state the dollar amount of the claim against Stadler or remove the claim from the list of claims. The trial court further ordered that no additional attorney’s fees be paid from the estate without the approval of the court. The trial court made no ruling on attorney’s fees already paid and any right any party had to object to those fees. The trial court entered this order on November 21, 2011, after an original proposed order was objected to and an amended order was substituted for the original.

On October 25, 2011, Stadler filed an objection to Alsdurf paying the attorney’s fees he incurred out of the estate and requested the trial court order Alsdurf to pay the fees from his individual portion of the estate. Alsdurf filed a motion for sanctions against Stadler. On December 7, 2011, the trial court conducted a hearing on the pending motions. At the conclusion of presentation of testimony and argument of counsel, the trial court took the matter under advisement. On Febru *646 ary 8, 2012, the trial court entered its order regarding the matters heard on December 7, 2011. The order denied Als-durfs motion for sanctions against Sta-dler, ordered Alsdurf to file his affidavit closing the estate within 30 days of the date of the order, and ordered that Als-durfs bequest under the will be charged with $82,121.08. The order further stated that, if Alsdurfs bequest was insufficient to absorb the $82,121.08 expense, then judgment would be entered against Als-durf in favor of Stadler for one-third of any balance remaining. After the judgment was entered, Alsdurf requested findings of fact and conclusions of law be prepared and filed by the trial court. The findings of fact and conclusions of law were filed by the trial court on March 7, 2012. Additionally, Alsdurf filed a motion for new trial. The motion for new trial was overruled by written order filed on April 17, 2012.

On March 13, 2012, Stadler filed a motion to remove the independent executor. Alsdurf responded with written pleadings, and a hearing was held on April 11, 2012. Subsequently, the trial court entered an order removing Alsdurf as independent executor and appointing Stadler as successor independent executor on April 16, 2012. Alsdurf gave notice of appeal on April 17, 2012.

Alsdurf appeals asserting four issues. First, Alsdurf contends that res judicata or issue preclusion prevented the trial court from re-litigating the issues which were or could have been litigated at the hearing that resulted in the amended order being entered. Second, Alsdurf maintains that the trial court abused its discretion in granting Stadler’s motion objecting to the attorney’s fees previously incurred by Alsdurf. Third, Alsdurf contends that the trial court abused its discretion in denying Alsdurfs motion for sanctions against Stadler. Fourth, Alsdurf complains that the trial court abused its discretion in removing Alsdurf as independent executor. We will affirm the trial court’s judgments.

Res Judicata and Issue Preclusion

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Bluebook (online)
399 S.W.3d 642, 2013 WL 1319802, 2013 Tex. App. LEXIS 4214, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-norma-l-bessire-texapp-2013.