Henry v. LaGrone

842 S.W.2d 324, 1992 Tex. App. LEXIS 2584, 1992 WL 247454
CourtCourt of Appeals of Texas
DecidedOctober 1, 1992
Docket07-92-0247-CV
StatusPublished
Cited by32 cases

This text of 842 S.W.2d 324 (Henry v. LaGrone) 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
Henry v. LaGrone, 842 S.W.2d 324, 1992 Tex. App. LEXIS 2584, 1992 WL 247454 (Tex. Ct. App. 1992).

Opinion

POFF, Justice.

In this original mandamus proceeding, relators ask this court to direct Judge John LaGrone of the 69th District Court in Hart-ley County to withdraw a writ of prohibition. Additionally, relators ask this court to direct Diane Thompson, 69th District Clerk, to transfer a certain cause pending in the 69th District Court to Tarrant County. We will conditionally grant the writ of mandamus.

A review of pertinent procedural facts is necessary to a proper understanding of the case. Vernie Rawlings is an elderly woman who is legally incompetent. On June 22, 1988, the Tarrant County Probate Court No. 2 entered an agreed judgment naming John and Katie Liebriech, Ms. Rawlings’ grandson and wife, as her personal guardians. The same judgment found that all of Ms. Rawlings’ property was in a trust established by Ms. Rawlings for her use and benefit. John R. Frantz was found to be the trustee of the trust. The court found no need for a guardianship of Ms. Rawl-ings’ estate.

According to the annual report of Ms. Rawlings’ guardians made on August 17, 1990, Frantz had informed the nursing home where Ms. Rawlings resided that she was “out of money.” The probate court appointed Thomas J. Henry as Ms. Rawl-ings’ attorney ad litem to investigate Frantz’s claim. Henry concluded that the trust was not yet depleted and that Frantz had possibly violated fiduciary duties owed to Ms. Rawlings. Henry recommended that the court “authorize suit against John Frantz to remove him as trustee.”

On May 2, 1991, the court ordered the trust to pay attorney’s fees to Henry. Frantz, as trustee of the trust, ignored the order to pay Henry. Motions for contempt were filed to compel Frantz to obey the May 2 order as well as a previous order. As part of his response to the motions for contempt, Frantz filed a motion to transfer venue from Tarrant County Probate Court No. 2 to a court of appropriate jurisdiction in Hartley County. The probate court denied Frantz’s motion.

Subsequently, Henry filed an application to appoint a guardian of Ms. Rawlings’ estate. On August 16, 1991, Frantz filed a response to the application. Henry was eventually appointed as guardian of the estate. Also on August 16, Frantz filed an original petition for declaratory judgment in the 69th District Court of Hartley County. By means of his petition, Frantz requested the 69th District Court to approve the trust agreement and validate various transfers from Ms. Rawlings to Frantz. Henry and the Liebrieches filed in the 69th District Court a motion to transfer venue to Tarrant County. Nearly six months later, the 69th District Court denied the motion.

In April of 1992, the proceedings in Tar-rant County Probate Court No. 2 were transferred to Tarrant County Probate Court No. 1. On April 16,1992, Henry and the Liebrieches filed in the probate court their “Motion for Transfer and for Consolidation of Proceedings Pursuant to Section 5B, Texas Probate Code.” Seven days later, the Tarrant County Probate Court No. 1 entered an order that the declaratory judgment action in the 69th District Court be transferred to the probate court. The order also commanded the clerk of the 69th District Court to deliver all orders and papers regarding the declaratory judgment action to the probate court within ten days.

On May 4, 1992, Frantz filed documents in the 69th District Court seeking a writ of prohibition prohibiting the 69th District Clerk from transferring “Cause No. 3423” (the declaratory judgment action) to Tar-rant County Probate Court No. 1. The court granted the writ of prohibition at an ex parte hearing the same day.

Subsequently, Henry and the Liebrieches (relators) have come to this court seeking *326 extraordinary relief against the judge and clerk of the 69th District Court (respondents). Relators implore us to issue a writ of mandamus directing the judge to withdraw his writ of prohibition and directing the clerk to transfer the declaratory judgment cause of action to Tarrant County Probate Court No. 1. In deciding whether a writ of mandamus should issue, we must examine section 5B of the Texas Probate Code.

Section 5B declares:

A judge of a statutory probate court on the motion of a party to the action or on the motion of a person interested in an estate, may transfer to his court from a district, county, or statutory court a cause of action appertaining to or incident to an estate pending in the statutory probate court and may consolidate the transferred cause of action with other proceedings in the statutory probate court relating to that estate.

Tex.Prob.Code Ann. § 5B (Vernon Supp. 1992). Relators contend that, pursuant to section 5B, the judge of the Tarrant County Probate Court No. 1 properly ordered the transfer of the declaratory judgment action in the 69th District Court to the probate court. Therefore, relators argue that the 69th District Court’s writ of prohibition should not have issued. We agree.

Section 5B authorizes the judge of a statutory probate court to transfer a cause of action to his court when the following four conditions exist:

1. The court exercising the power to transfer a cause of action under section 5B is a statutory probate court.
2. There is an estate pending in the statutory probate court.
3. There is a cause of action pending in a district, county or statutory court; and
4. That cause of action is appertaining to or incident to the estate pending in the statutory probate court.

In the present case, it is undisputed that the first and third conditions exist. Respondents initially contend, however, that there was no estate pending in the statutory probate court.

As mentioned earlier, Henry filed an application to appoint a guardian of Ms. Rawlings’ estate. This application was filed on July 26, 1991. Less than a month later, Frantz filed his declaratory judgment action in the 69th District Court. On the basis of these facts, relators maintain “[tjhere is no question that there was a guardianship proceeding pending in Probate Court Number One of Tarrant County, Texas, at the time the Petition for Declaratory Judgment was filed in Hartley County.”

The basis for respondents’ contention that there was no estate pending in the probate court is that the probate court’s agreed judgment of June 22, 1988, recited that “[n]o guardian of the Estate shall be appointed and that there is no necessity for a Guardianship of the Estate of the Ward.” Respondents argue that the agreed judgment disposed of all property issues and closed the administration of Ms. Rawlings’ estate. Therefore, respondents contend there was no estate of Vernie Rawlings and there were “no pleadings appertaining to an estate or incident to an estate or otherwise to which [the declaratory judgment action] can be transferred or consolidated.” Respondents’ position is that the agreed judgment declared there was no estate of Vernie Rawlings, that the agreed judgment operated to end all controversy between the parties, and that the agreed judgment forecloses any further litigation regarding the estate of Ms. Rawlings. There being no estate, the probate court had no authority by which to transfer to itself any pending matter pursuant to section 5B.

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Cite This Page — Counsel Stack

Bluebook (online)
842 S.W.2d 324, 1992 Tex. App. LEXIS 2584, 1992 WL 247454, Counsel Stack Legal Research, https://law.counselstack.com/opinion/henry-v-lagrone-texapp-1992.