Gordy v. Alexander

550 S.W.2d 146, 1977 Tex. App. LEXIS 2915
CourtCourt of Appeals of Texas
DecidedApril 18, 1977
Docket8727
StatusPublished
Cited by21 cases

This text of 550 S.W.2d 146 (Gordy v. Alexander) 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
Gordy v. Alexander, 550 S.W.2d 146, 1977 Tex. App. LEXIS 2915 (Tex. Ct. App. 1977).

Opinions

ON MOTION FOR REHEARING

ELLIS, Chief Justice.

Our opinion issued on March 23, 1977, is withdrawn, and the following opinion, issued subsequently to appellees’ motion for rehearing, is substituted therefor.

Jean Reece Gordy brought this suit to impose a constructive trust on the assets of the estate of Evelyn Howe, deceased. The district court sustained the defendant’s plea in abatement and dismissed the suit. In her appeal, Gordy has challenged the propriety of the trial court’s action in dismissing the cause and rendering final judgment that she take nothing in this suit. Reversed and remanded.

The cause was not heard on its merits and the facts were not fully developed. However, the record discloses the following matters:

It is alleged in Plaintiffs’ First Amended Original Petition that Mrs. Evelyn Howe was murdered on June 13,1973. Such petition further alleged that Mrs. Howe’s daughter, Marilyn Looney, was involved in the murder; however, there has been no adjudication concerning such allegation. Mrs. Howe’s will left all her property in trust for Looney. The will also provided that Mrs. Howe’s property should pass free of trust to plaintiff Jean Gordy, her sister, if Looney predeceased her mother.

The will was admitted to probate on July 9,1973. On March 12,1975, Gordy filed her action to impose a constructive trust upon the assets which were being held in trust for Looney’s benefit. Looney and the trustee of the testamentary trust interposed their “Plea in Abatement.” The tenor of this plea was that Shellie Looney, Marilyn’s illegitimate daughter, was the murder victim’s sole heir and is eligible to inherit the estate. They argued that Shellie was the only person with standing to impose the constructive trust and that failure to join her was fatal to Gordy’s case. The trial court agreed, and on June 18, 1975, it dismissed the case for failure to join an indis-pensible party. Gordy moved to reinstate the ease and on July 11, 1975, her motion was granted. In repleading her case, Gordy attempted to join Shellie, two-and-one-half years old, as a plaintiff. Her task was complicated by the fact that Shellie had been adopted away from Looney. The adoptive parents declined the opportunity to become involved in the lawsuit, but permitted their attorney to appear and represent Shellie in the lawsuit. After concluding that Gordy had failed in her attempt to join Shellie, the trial court, on [148]*148November 25, 1975, sustained Looney’s “Plea in Abatement” (except as to the contention that the cause should be heard in the probate court) and dismissed Gordy’s suit and rendered a final take-nothing judgment against her; however, the cause was dismissed as to Shellie without prejudice to prosecute any claim she may assert. Gor-dy’s appeal raises two points of error which attack the actions by the trial court in failing to consider Shellie as a party and in dismissing Gordy’s cause without prejudice. Preliminarily to passing upon Gordy’s points of error, we shall consider two jurisdictional attacks raised by Looney’s two cross points.

In her first cross point, Looney has argued that this court is without jurisdiction over this appeal. When it reinstated Gordy’s action on July 11, 1975, the trial court did so by announcing its decision in open court. Looney has argued that this oral order was ineffective to reinstate the cause and that the thirty day period for appeal lapsed without appeal being perfected. In our opinion, the trial court’s announcement constituted a rendition of its decree reinstating the cause. Farr v. McKinzie, 477 S.W.2d 672 (Tex.Civ.App.— Houston [14th Dist.] 1972, writ ref’d n. r. e.); Western Casualty and Surety Company v. Southard, 465 S.W.2d 238 (Tex.Civ.App. —Amarillo 1971, no writ). Also judgment nunc pro tunc regarding reinstatement of the case was entered and included in a supplemental transcript filed with this court. In this connection see : Panhandle Const. Co. v. Lindsey, 123 Tex. 613, 72 S.W.2d 1068 (1934, opinion adopted). In view of the foregoing, the trial court retained jurisdiction over the cause and Gor-dy’s first cross point is overruled.

Looney’s second cross point attacks the subject matter jurisdiction of the district court. Looney has argued that Section 5 of the Texas Probate Code vests exclusive subject matter jurisdiction over this action in the probate court of Dallas County.

Section 5(d) was amended in 1973 to read:
All courts exercising original probate jurisdiction shall have the power to hear all matters incident.to an estate, including but not limited to, all claims by or against an estate, all actions for trial of title to land incident to an estate and for the enforcement of liens thereon' incident to an estate, all actions for trial of the right of property incident to an estate, and actions to construe wills. Tex.Prob. Code Ann. § 5(d) (emphasis added)

Although the amendments were intended to broaden the jurisdiction of the probate court, decisions construing the amendments have not given them the effect of excluding the district court’s jurisdiction. Folliott v. Bozeman, 526 S.W.2d 577 (Tex.Civ.App.— Corpus Christi 1975, writ ref’d n. r. e.); Weatherly v. Byrd, 519 S.W.2d 504 (Tex. Civ.App.—Fort Worth 1975, no writ). Looney has argued that the imposition of a constructive trust is a matter “incident to an estate,” and that exclusive jurisdiction to hear such cases rests in the probate court. The record shows that the estate has already been probated and turned over to the testamentary trustee, and the present proceedings are to determine whether a constructive trust should be imposed and alternatively to construe the will.

A constructive trust is considered a “creature of equity” designed to correct an injustice. The district courts clearly have jurisdiction in actions to impose a constructive trust. Pope v. Garrett, 147 Tex. 18, 211 S.W.2d 559, 561 (1948); Pritchett v. Henry, 287 S.W.2d 546 (Tex.Civ.App.— Beaumont 1955, writ dism’d); Schwartzel and Wilshusen, Texas Probate Jurisdiction —There’s a Will, Where’s the Way?, 53 Tex.L.Rev, 323, 344-47 (1975). Amended Section 5 does not reflect any legislative intent to alter or overturn this well-established rule. Insofar as construction of the will may be involved, jurisdiction of such matter is exclusively in the district court. Power v. Landram, 424 S.W.2d 24 (Tex.Civ. App. — Houston [1st Dist.] 1968, no writ). We hold that the district court had subject matter jurisdiction over this cause. Looney’s second cross point is overruled.

Both of Gordy’s points of error attack the trial court’s action in dismissing the cause [149]*149pursuant to Looney’s “Plea in Abatement.” By that instrument, Looney requested that the court dismiss the suit because (1) Shellie Looney was not joined, and (2) Gordy had no standing to prosecute the action.

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Gordy v. Alexander
550 S.W.2d 146 (Court of Appeals of Texas, 1977)

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Bluebook (online)
550 S.W.2d 146, 1977 Tex. App. LEXIS 2915, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gordy-v-alexander-texapp-1977.