Estate of Willard Wallace

CourtCourt of Appeals of Texas
DecidedDecember 13, 2006
Docket04-05-00567-CV
StatusPublished

This text of Estate of Willard Wallace (Estate of Willard Wallace) 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 Willard Wallace, (Tex. Ct. App. 2006).

Opinion

MEMORANDUM OPINION

No. 0 4-05-00567-CV

IN THE MATTER OF THE ESTATE OF Willard WALLACE

From the County Court, Uvalde County, Texas

Trial Court No. 5964-01

Honorable Polly Jackson Spencer , Judge Presiding (1)



Opinion by: Karen Angelini , Justice

Sitting: Catherine Stone , Justice

Karen Angelini , Justice

Rebecca Simmons , Justice

Delivered and Filed: December 13, 2006

AFFIRMED

This is a suit for unjust enrichment and for imposition of a constructive trust upon property claimed to be the subject of an oral agreement to make a will. William Riddick asserts that the trial court erred in granting summary judgment dismissing his causes of action. We disagree.

Factual And Procedural Background



Riddick and the decedent, Willard Wallace, were distant cousins. (2) Wallace owned approximately 500 acres of land in Uvalde County, a large portion of which comprises a park otherwise known as Chalk Park Bluff. Beginning around 1973, Riddick began visiting the park with regularity, during which time, he claims, "a close personal relationship developed between [him] and Wallace." According to Riddick, Wallace had no children of his own and viewed him as the son he never had. Riddick claims that in 1977, Wallace spoke to him of future plans to sell the property, whereupon Riddick expressed an interest in buying the property himself. Riddick states that Wallace agreed to sell the entire 500 acre tract to him at a later unspecified date and that the underlying consideration for this promise to sell was Riddick's performance of personal services. (3) Additionally, Riddick claims to have purchased, at Wallace's request, 160 acres of land across the river from the park "to protect and preserve the Park's beauty and sanctity." (4)

In 1991, Wallace contracted to sell 400 of the approximately 500 acres in the park to Claude E. Arnold, an unrelated third party. Riddick, who is a lawyer, admits that he assisted Wallace in "properly document[ing] the sale"; but, after Arnold defaulted, Riddick contends he threatened Wallace with legal action if he did not live up to his promise to sell him the property. Riddick claims that in exchange for his promise not to sue, Wallace and his wife, Sibyl, agreed to bequeath Riddick an undivided one-half interest in 100 acres, rather than selling him the entire 500 acres as previously promised. (5) Indeed, in 1993, Wallace and his wife provided Riddick with a copy of their newly executed mutual wills wherein they devised to Riddick an undivided one-half interest in 100 acres.

Wallace died on October 12, 2001, and on December 3, 2001, his widow, Sibyl, filed an Application to Probate the Last Will and Testament of Willard Wallace and for Letters Testamentary. The will offered for probate, however, was not the 1993 will that left Riddick an undivided one-half interest in the 100 acres, but rather, a 1996 will that completely excluded Riddick from receiving any interest in the estate. (6) In response, Riddick filed an Opposition to Probate of Will and to Issuance of Letters Testamentary, claiming undue influence. On February 14, 2002, the trial court admitted the 1996 will to probate and authorized the letters testamentary. Riddick did not appeal this order but instead brought this suit. During a three year period, the following petitions and dispositive motions were filed and heard:

June 24, 2002 Plaintiff's Original Petition, which alleged breach of contract and sought the imposition of a constructive trust upon the property allegedly promised to Riddick;

January 27, 2004 Defendant's Motion for Summary Judgment, which argued that Riddick's claims were barred as a matter of law and public policy pursuant to § 59A of the Probate Code;

May 6, 2004 Plaintiff's First Amended Petition, which continued to assert breach of contract, but added a claim of promissory estoppel, and alternatively, breach of fiduciary duties;

July 7, 2004 Plaintiff's Second Amended Petition, which discarded his cause of action for breach of contract and instead, plead fiduciary relationship or alternatively, a relationship of special trust and confidence, unjust enrichment, and constructive trust;

September 17, 2004 Defendants' Amended Motion for Summary Judgment, which argued that there was no legal contract to make a will and no fiduciary relationship;

April 26, 2005 Trial court's order, granting partial summary judgment, dismissing all of Plaintiff's causes of action with the exception of unjust enrichment, which the court found the defendant had not addressed in its amended motion;

May 6, 2005 Defendants' Motion for Final Summary Judgment, which addressed the issue of unjust enrichment;

June 17, 2005 Plaintiff's Third Amended Petition, which alleged unjust enrichment and constructive trust; and,

July 13, 2005 Trial court's order which granted Defendants' Motion for Final Summary Judgment.

Riddick now brings this appeal, raising the following issues: the trial court erred in granting the Final Summary Judgment and dismissing Riddick's claim for unjust enrichment without affording him an opportunity to replead; and, the trial court erred in granting summary judgment because there was an issue of material fact regarding whether a fiduciary relationship existed between Riddick and Wallace "sufficient to support the imposition of a constructive trust."

Standard of Review



To obtain a traditional summary judgment, a party moving for summary judgment must show that no genuine issue of material fact exists and that the party is entitled to judgment as a matter of law. Tex. R. Civ. P. 166a (c); Randall's Food Mkts., Inc. v. Johnson, 891 S.W.2d 640, 644 (Tex. 1995); Nixon v. Mr. Prop. Mgmt. Co., 690 S.W.2d 546, 548 (Tex. 1985). In reviewing the grant of a summary judgment, we must indulge every reasonable inference and resolve any doubts in favor of the respondent. Johnson, 891 S.W.2d at 644; Nixon, 690 S.W.2d at 549. In addition, we must assume all evidence favorable to the respondent is true. Johnson, 891 S.W.2d at 644; Nixon, 690 S.W.2d at 548-49. A defendant is entitled to summary judgment if the evidence disproves as a matter of law at least one element of the plaintiff's cause of action. Lear Siegler, Inc. v. Perez, 819 S.W.2d 470, 471 (Tex. 1991). Once the movant has established a right to summary judgment, the burden shifts to the respondent to present evidence that would raise a genuine issue of material fact. City of Houston v. Clear Creek Basin Auth., 589 S.W.2d 671, 678 (Tex. 1979). When the order granting summary judgment does not specify the grounds upon which the trial court relied, we must affirm the judgment if any of the theories raised in the motion for summary judgment are meritorious. See State Farm Fire & Cas. Co.

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