Fernandez v. Bustamante

305 S.W.3d 333, 2010 Tex. App. LEXIS 361, 2010 WL 324381
CourtCourt of Appeals of Texas
DecidedJanuary 19, 2010
Docket14-08-00990-CV, 14-08-01035-CV
StatusPublished
Cited by14 cases

This text of 305 S.W.3d 333 (Fernandez v. Bustamante) 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
Fernandez v. Bustamante, 305 S.W.3d 333, 2010 Tex. App. LEXIS 361, 2010 WL 324381 (Tex. Ct. App. 2010).

Opinion

OPINION

JEFFREY V. BROWN, Justice.

This is both an interlocutory appeal and a petition for writ of mandamus from a trial-court order transferring the venue of probate proceedings from Bexar County to Harris County. We have consolidated these proceedings. In re Valero Energy Corp., 968 S.W.2d 916, 917 (Tex.1998) (orig.proceeding). We dismiss the appeal for want of jurisdiction and deny the petition for writ of mandamus.

I

Jose Francisco Ortiz-Vasquez, a/k/a Jose F. Ortiz, a/k/a J. Ortiz a/k/a Jose Francisco Ortiz a/k/a Francisco Ortiz (“the decedent”), a Mexican citizen, died on May 3, 2007, in San Antonio, Bexar County. According to the parties, the decedent died leaving no will in the United States. Rosa Maria Vazquez Bustamante, the decedent’s mother, contends a valid will exists in Mexico, and Mexican authorities are probating it there. There have been allegations challenging the authenticity of the Mexican will; however, they are not relevant to our consideration of this case.

Bustamante filed an application to open an estate and appoint a temporary administrator in Bexar County on September 14, 2007, and that same day, the Bexar County probate court granted the appointment. But Bustamante was unable to pay the bond according to the requirements in the court’s order and the Texas Probate Code. See Tex. Prob.Code Ann. 131A(e) (Vernon 2003 & Supp.2009). On November 20, Bustamante and her attorney filed an application for appointment as co-temporary administrators of the decedent’s estate in Bexar County. On December 3, the Bexar County probate court set aside the prior order appointing Bustamante sole temporary administrator, and it granted the appointments, but once again, the required bond was not paid. See id.

On February 20, 2008, Ana Cristina Fer-nández, the decedent’s former wife and mother of the decedent’s only child, filed an application to open an estate and to appoint a permanent administrator in Harris County. Fernández filed this application as next friend of the decedent’s ten-year-old son, J.A.O., a United States citizen who was born in Texas. Fernández was appointed and qualified as the permanent administrator of the decedent’s estate on March 5. Fernández contends she was unaware of the Bexar County proceedings, and learned of them only after her appointment as permanent administrator.

On March 13, 2008, Fernández filed a motion to terminate temporary administration subject to a motion to transfer venue in the Bexar County probate court. Fer-nández sought to move the probate proceedings to Harris County where, she alleges, the decedent resided before his death. The Bexar County probate court held hearings on this motion on April 14, June 9, and June 10. On July 11, the Bexar County probate court found that venue was proper in Bexar County; however, as a convenience to the estate, the court transferred venue to Harris County. The parties contend this decision was based on the fact that much of the decedent’s property is located in Harris County-

On August 8, 2008, Fernández filed a motion for rehearing or new trial in Harris County on the issue of the decedent’s domicile. The Harris County probate court denied this motion on October 14. Fer-nández then filed a notice of appeal on October 21 and a petition for writ of mandamus on November 12.

*337 II

In her brief, Fernández contends the Bexar County probate court’s venue transfer as well as the Harris County probate court’s denial of her motion for rehearing/new trial are erroneous because “overwhelming” evidence demonstrates that the decedent was domiciled and had a fixed place of residence in Harris County. Further, Fernández asserts the Bexar County probate court lacked jurisdiction to determine proper venue because there was no pending probate proceeding at the time she filed her application to open an estate in Harris County on February 20. Fer-nández’s petition for writ of mandamus is based on identical grounds.

A

As a preliminary matter, we must determine whether this court has jurisdiction to hear this case as a direct interlocutory appeal, or as a petition for writ of mandamus. Parties may appeal only from a final judgment as a general rule. Brittingham-Sada de Ayala v. Mackie, 19B S.W.3d 575, 578 (Tex.2006) (citing Lehmann v. Har-Con Corp., 39 S.W.3d 191, 195 (Tex.2001)); Bozeman v. Komblit, 232 S.W.3d 261, 262 (Tex.App.Houston [1st Dist.] 2007, no pet.); but see Tex. Civ. Prac. & Rem.Code Ann. 51.014(a) (Vernon 2008) (listing interlocutory orders that are appealable). Probate proceedings give rise to a recognized exception to that general rule since multiple judgments may be rendered on discrete issues before the entire probate proceeding is concluded. See Brittingham-Sada de Ayala, 193 S.W.3d at 578 (citing Lehmann, 39 S.W.3d at 192). But not all probate orders are appealable. Id. Courts assessing “sufficient attributes of finality to confer appellate jurisdiction” have looked to whether an order resulted from the adjudication of a “substantial right” or whether it disposed of “all issues in the phase of the proceeding for which it was brought.” Id. (reviewing authorities).

In both her appeal and petition, Fernán-dez states that she “believes that mandamus is the appropriate remedy, but has filed [an] appeal as a protective measure only.” At oral argument, Fernández argued for the first time that the July 11 venue-transfer order was a final order. Fernández now contends that under the rule of Crowson v. Wakeham, 897 S.W.2d 779, 783 (Tex.1995), the venue-transfer order was final because it disposed of a discrete issue — the determination of domicile in Texas. Specifically, Fernández had sought mandatory venue in Harris County based on her allegation that the decedent was domiciled in Harris County. After a hearing in which the Bexar County probate court reviewed considerable evidence from both sides purporting to demonstrate legal domicile in either Texas or Mexico, the court denied Fernández’s motion for mandatory venue, but transferred the ease for convenience purposes. This denial was based on the court’s finding that the decedent was not domiciled in Texas. It is this finding that lies at the heart of Fernán-dez’s plea to this court.

As the supreme court has pointed out on more than one occasion, determining the finality of a court order in probate has proven difficult and confusing. See Brittingham-Sada de Ayala, 193 S.W.3d at 578; Crowson, 897 S.W.2d at 783. To clarify this process, the supreme court adopted the following standard:

If there is an express statute, such as the one for the complete heirship judgment, declaring the phase of the probate proceedings to be final and appealable, that statute controls.

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Bluebook (online)
305 S.W.3d 333, 2010 Tex. App. LEXIS 361, 2010 WL 324381, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fernandez-v-bustamante-texapp-2010.