Gerald Morris v. Robbie Morris

CourtCourt of Appeals of Texas
DecidedFebruary 14, 2018
Docket12-17-00120-CV
StatusPublished

This text of Gerald Morris v. Robbie Morris (Gerald Morris v. Robbie Morris) 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
Gerald Morris v. Robbie Morris, (Tex. Ct. App. 2018).

Opinion

NO. 12-17-00120-CV

IN THE COURT OF APPEALS

TWELFTH COURT OF APPEALS DISTRICT

TYLER, TEXAS

GERALD MORRIS, § APPEAL FROM THE 87TH APPELLANT

V. § JUDICIAL DISTRICT COURT

ROBBIE MORRIS, APPELLEE § ANDERSON COUNTY, TEXAS

MEMORANDUM OPINION Gerald Morris appeals the trial court’s grant of summary judgment in favor of Robbie Morris. On appeal, he presents three issues challenging the trial court’s summary judgment ruling. We reverse and remand.

BACKGROUND Robbie and Gerald were married in January 1970. In January 1988, Gerald entered into a contract to buy a piece of property consisting of 247.5 acres in Anderson County for $87,498.75 from Jon Gregg. Robbie was not a party to the contract. In February, Gerald assigned his rights as buyer to his brother, Michael Morris, via an assignment of buyer’s interest in contract. In May, Robbie filed for divorce. In her amended petition, she included claims against Michael alleging that the assignment to him was in fraud of the community. In December 1989, the divorce court held a hearing after which it verbally declared that it was granting the divorce and taking the property issue under advisement. In a December 8 letter ruling, the divorce court stated its intention to award both Robbie and Gerald each an undivided one-half equitable interest in the property, subject to debt. The divorce court signed a divorce decree, filed on August 10, 1990, reflecting the letter ruling and finding that Gerald’s conveyance to Michael constituted fraud on the community estate. On September 5, Gerald filed a motion to correct the judgment. That same day, Gerald executed a promissory note in the amount of $87,498.75, payable to Michael, and a deed of trust granting a lien against the property to secure the payment of the promissory note. On September 10, Gregg executed a warranty deed conveying the property to Gerald. The promissory note, deed of trust, and warranty deed are all dated August 31. On October 24, the divorce court entered an order vacating the divorce decree. In January 1991, Gerald filed a voluntary petition for Chapter 7 bankruptcy. Robbie was listed as a creditor in the bankruptcy proceeding. On May 21, Michael filed a motion for relief from the automatic bankruptcy stay. In his motion, Michael asserted that he was the holder of a promissory note executed by Gerald, dated August 31, 1990, and secured by a deed of trust. Michael requested the bankruptcy court lift the automatic stay so that he could foreclose on the note. After a hearing, the bankruptcy court granted Michael’s motion. The bankruptcy court’s order (1) reflects that Robbie was notified of Michael’s motion, and (2) specifically declared that Robbie did not own any interest in the property because she failed to exercise her option when the divorce court granted her an equitable right to purchase the property. The bankruptcy court then discharged Gerald and closed the bankruptcy case. Michael foreclosed on the property, and the trustee named in the deed of trust executed a trustee’s deed conveying the property to Michael.1 In September 1991, after the foreclosure, the divorce court signed a second divorce decree.2 This second decree duplicated the first decree but further ordered Gerald to execute a deed conveying an undivided one-half interest in the property to Robbie. In January 2000, Michael and his wife conveyed the property to Gerald via a warranty deed. On January 23, 2008, Robbie recorded an affidavit in the land records asserting that she owns an interest in the property. In January 2009, Robbie sued Gerald on grounds that she and Gerald each own an undivided one-half interest in the property based on the second divorce decree. She also asserted

1 Gerald asks us to take judicial notice of the trustee’s deed, a certified copy of which he attached to his brief. Robbie contends the trustee’s deed is irrelevant. However, a court must take judicial notice if a party requests it and the court is supplied with the necessary information. Office of Pub. Util. Counsel v. Pub. Util. Comm’n of Tex., 878 S.W.2d 598, 600 (Tex. 1994). Because we have the necessary information to do so, we take judicial notice of the trustee’s deed under Texas Rule of Evidence 201. See TEX. R. EVID. 201. 2 This decree states that it was signed on September 13, 1990. However, the decree is file stamped September 13, 1991 and the parties state in their briefs that the decree was signed in 1991.

2 a claim for partition of the property. Gerald filed a counterclaim alleging that he is the sole owner of the property. In November 2016, Robbie filed both a traditional and no evidence motion for summary judgment. Robbie argued that the second divorce decree established ownership of the property, res judicata and collateral estoppel barred relitigation of ownership, and she is entitled to partition of the property as a matter of law. The trial court granted the motion for summary judgment, dismissed Gerald’s counterclaim, and ordered the property be partitioned by sale. This appeal followed.

SUMMARY JUDGMENT EVIDENCE Before we reach Gerald’s arguments regarding the trial court’s summary judgment ruling, we first address Robbie’s contention that the trial court erred by denying her objections to Gerald’s summary judgment evidence. Specifically, she contends Gerald’s affidavit contains statements that lack foundation, are speculative, contain hearsay, and violate the best evidence rule. Robbie also argues that two documents attached to Gerald’s affidavit contain hearsay and are not properly authenticated. Standard of Review Evidence offered in response to a motion for summary judgment must be admissible under the rules of evidence to the same extent that would be required at trial. See TEX. R. CIV. P. 166a(f); United Blood Servs. v. Longoria, 938 S.W.2d 29, 30 (Tex. 1997). Decisions about the admissibility of evidence are left to the sound discretion of the trial court. Owens-Corning Fiberglas Corp. v. Malone, 972 S.W.2d 35, 42 (Tex. 1998). Accordingly, we review the trial court’s evidentiary rulings for abuse of discretion, which we gauge by whether the trial court acted without reference to any guiding rules or principles. Longoria, 938 S.W.2d at 30. Personal Knowledge In his response to Robbie’s traditional and no evidence motion for summary judgment, Gerald included his affidavit and several documents attached as exhibits. Exhibit seven contained Michael’s amended motion for relief from the automatic stay in the bankruptcy case and exhibit eight contained the order granting Michael’s motion. Robbie objected that several statements in the affidavit lacked foundation, were speculative, contained hearsay, and violated

3 the best evidence rule. Specifically, she objected to certain portions of Gerald’s affidavit and on appeal she specifically points to the following:

Robbie Morris was listed as a creditor and was notified of the hearing and the requested relief as shown on the order.

Robbie Morris, to my knowledge, never made an objection to the bankruptcy order. She never filed any type of motion with the federal court asking the order to be set aside. Robbie Morris never attempted to assert any type of interest in the subject property until January 23, 2008 when she filed an Affidavit of Ownership in the Official Public Records of Anderson County, Texas, which is recorded in Volume 2081, Page 652. In the affidavit she never mentions anything about the nature of her interest, the fact that a bankruptcy proceeding was held in which she was listed on the creditor matrix, and that a federal court entered an order declaring that she had no interest in the property.

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Gerald Morris v. Robbie Morris, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gerald-morris-v-robbie-morris-texapp-2018.