Gammill v. Fettner

297 S.W.3d 792, 2009 WL 1660476
CourtCourt of Appeals of Texas
DecidedJuly 23, 2009
Docket14-07-00705-CV
StatusPublished
Cited by23 cases

This text of 297 S.W.3d 792 (Gammill v. Fettner) 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
Gammill v. Fettner, 297 S.W.3d 792, 2009 WL 1660476 (Tex. Ct. App. 2009).

Opinion

OPINION

KEM THOMPSON FROST, Justice.

This suit involves a dispute as to whether the trustee of a testamentary trust holds title to certain real property. The trial court granted summary judgment regarding claims asserted by the trustee against various family members. Two family members appeal asserting that the trial court lacked subject-matter jurisdiction and that the trial court erred in granting summary judgment, denying the family members’ motion for new trial, and granting the severance that made the summary judgment final. We conclude that the district court had subject-matter jurisdiction and that the family members have not shown that the trial court erred in making these rulings. Accordingly, we affirm the trial court’s judgment.

I. Factual and PROCEDURAL Background

Cecil Gammill, Sr. (“Cecil Sr.”) died in 1995. In his will, he established the Gam-mill Family Trust (hereinafter “Family Trust”). 1 Under Article III of the will, entitled “Trust Distributions and Duration,” Cecil Sr. provided that, as soon as practicable after the death of his wife, Jackie Marie Gammill (“Jackie”), the Trustee shall distribute the assets, one of which was his interest in a piece of property described in the will as Lots One Hundred Six and One Hundred Seven of Garden Acres Subdivision (hereinafter “Property”). 2 In his will, Cecil Sr. also gave his wife a power of appointment, stating, “upon the death of my wife ... the Trustee shall distribute the remaining principal and income of the Family Trust in such manner, outright, in trust, or otherwise, to or for the benefit of any one or more of my issue as my wife may appoint only by specific reference thereto in her Will admitted to probate, provided that such power to appoint may not be exercised in favor of my wife, her estate, her creditors or the creditors of her estate.” Cecil Sr. further provided in his will that if Jackie failed to exercise the power of appointment with respect to the principal or income of the trust, then such portion not effectively appointed would be distributed as otherwise provided in Cecil Sr.’s will.

Jackie died in 2002. In her last will and testament, Jackie attempted to give the Property by specific devise to the Foundation for DePelchin Children’s Center (hereinafter the “Center”). In August 2002, Jackie’s will was admitted to probate in Cause No. 382,455, in Harris County Probate Court No. 2. In October 2004, Kathleen Rose Gammill Bungard filed an original petition in the 190th Judicial District Court in Harris County. In the petition, Kathleen asserted claims against Philip Donisi, the independent executor of the Estate of Jackie Marie Gammill, and *795 Kathleen’s two sisters, Janice Marie Gam-mill Philips and Laura May Gammill, individually and as joint trustees of the Family Trust. Kathleen also joined as parties two other siblings, John Edward Gammill and Daniel Andrew Gammill. Kathleen sought to compel the distribution of assets of the estates of Cecil Sr. and Jackie, including the Property, and also alleged Kathleen’s two sisters had taken possession over certain assets belonging to the Family Trust. Donisi filed a plea in abatement with the 190th District Court, stating that Kathleen had filed a claim with Harris County Probate Court Number 2 asserting the same basic allegations against him in Cause No. 332,455-401. Kathleen later nonsuited her claims against Donisi, and she entered into an interlocutory agreed order to dismiss all claims for damages against her sisters and the Family Trust. 3

In July 2005, the 190th District Court appointed David A. Fettner as successor trustee of the Family Trust. In June 2006, Fettner filed an original petition in the 333rd Judicial District Court in Harris County, joining for the first time Cecil Gammill, Jr. (“Cecil Jr.”) and Cecil Jr.’s daughter, Jaime Martinez, in the district court proceedings. In his petition, Fettner sought a declaratory judgment. Fettner stated that Cecil Sr. owned the Property at the time of his death by virtue of a special warranty gift deed from Jackie to Cecil Sr. 4 As independent executor of Cecil Sr.’s will, Jackie, according to the pleading, executed a special warranty distribution deed transferring the Property to the Family Trust, making the Property an asset of the Family Trust. The special warranty distribution deed shows that Jackie was the trustee of the Family Trust at the time. In the petition, Fettner asserted that Jackie’s attempted devise of the Property to the Center was not valid because her power of appointment was limited by the language in Cecil Sr.’s will. So that Fettner could distribute the assets of the Family Trust, he requested a determination as to whether the residuary language of Jackie’s will constituted a proper exercise of the powers of appointment afforded Jackie by Cecil Sr.’s will. In the same petition, Fettner also brought a trespass-to-try-title action, stating that as trustee he was the owner in fee simple of the Property and that Cecil Jr. unlawfully had entered upon and dispossessed the Family Trust of the Property.

Fettner filed a motion to consolidate his 2006 suit with the 2004 case in the 190th District Court. The 190th District Court, on November 7, 2006, granted Fettner’s motion to consolidate the case pending in the 333rd with what was pending in the 190th, merging the cases into Cause No. 2004-55686 and realigning the parties. 5 In *796 his second amended petition in the trial court below, Fettner asserted the following:

• The Family Trust has held title to the Property since March 26,1996.
• Before Fettner can distribute the assets of the Family Trust, it must be determined whether the residuary language of Jackie’s will constituted a proper exercise of the powers of appointment afforded Jackie by Cecil Sr.’s will or whether her attempt to exercise the power of appointment was invalid.
• Cecil Jr. unlawfully has entered upon the Property and dispossessed the Family Trust of the Property. Fett-ner, as trustee, is entitled to possession of the Property; however, Cecil Jr. still withholds possession.
• Fettner believes that Cecil Jr.’s claims to some ownership right in the Property are secondary and inferior to the title in the Property held by Fettner as trustee.
• Fettner sought declaratory-judgment relief and a judgment that he held title to the Property and was entitled to possession of the Property.

On February 8, 2006, Fettner moved for summary judgment, asserting- that he was entitled as a matter of law to a judgment declaring the following:

• The Family Trust is the owner in fee simple of the Property.
• Fettner, as trustee of the Family Trust, is entitled to possession of the Property.
• Fettner’s title in the Property is primary and superior to any claims to ownership and possession of the Property by any party in this case.

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Cite This Page — Counsel Stack

Bluebook (online)
297 S.W.3d 792, 2009 WL 1660476, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gammill-v-fettner-texapp-2009.