In Re Frances Spanos Shelton v. the State of Texas

Court of Appeals of Texas·Decided October 6, 2025·No. 15-25-00152-CV·Published

Opinion

ACCEPTED 15-25-00152-CV FIFTEENTH COURT OF APPEALS AUSTIN, TEXAS 10/6/2025 12:28 PM No. 15-25-____-CV CHRISTOPHER A. PRINE CLERK FILED IN IN THE COURT OF APPEALS 15th COURT OF APPEALS FOR THE FIFTEENTH DISTRICT AUSTIN, TEXAS 10/6/2025 12:28:00 PM AT AUSTIN CHRISTOPHER A. PRINE Clerk

IN RE FRANCES SPANOS SHELTON, Relator.

On Mandamus from the 414th District Court of McLennan County, Texas, Cause No. 2024-3035-5

RECORD IN SUPPORT OF PETITION FOR WRIT OF MANDAMUS

Kirk L. Pittard Craig D. Cherry State Bar No. 24010313 State Bar No. 24012419 kpittard@dpslawgroup.com ccherry@cjsjlaw.com Rick Thompson Ryan C. Johnson State Bar No. 00788537 State Bar No. 24048574 rthompson@dpslawgroup.com rjohnson@cjsjlaw.com DURHAM, PITTARD & SPALDING, LLP Scott H. James P.O. Box 224626 State Bar No. 24037848 Dallas, Texas 75222 sjames@cjsjlaw.com (214) 946-8000 CHERRY JOHNSON SIEGMUND (214) 946-8433 (fax) JAMES, PLLC 7901 Fish Pond Road, 2nd Floor Waco, Texas 76710 (254) 732-2242 (866) 627-3509 (fax)

COUNSEL FOR RELATOR ORAL ARGUMENT REQUESTED TAB A

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MR 00224 1 VOLUME 2 OF 3 VOLUMES 2 TRIAL COURT CAUSE NO. 2024-3035-5 COURT OF APPEALS CAUSE NO. 10-25-00108-CV 3 FRANCES SPANOS SHELTON, )( IN THE DISTRICT COURT OF 4 Plaintiff, )( )( )( AND AS DURABLE POWER OF )( LEUSCHNER, ROBERT LEE SPANOS, )( 414TH JUDICIAL DISTRICT Intervenors, )( 9 )( VS. )( 10 )( VERNON LEUSCHNER,INDIVIDUALLY,)( Defendants. )( MCLENNAN COUNTY, TEXAS 12 ______________________________________________________

13 MOTION TO RE-AFFIRM AND/OR DESIGNATE TRUSTEE OF THE DOROTHY SPANOS LIVING TRUST 14

______________________________________________________ 16

18 On the 4th day of March, 2025, the following proceedings

19 came on to be held in the above-titled and numbered cause

20 before the Honorable Ryan Luna, Judge Presiding, held in Waco,

21 McLennan County, Texas.

22 Proceedings reported by oral stenography.

Jennifer Murphy, CSR, CVR MR 00225 77 1 there been any discussion with Judge Stem about who he thinks

2 ought to replace Malone?

3 MR. MCSWAIN: We're gonna talk about that.

4 That's one of the things. I'm gonna put Judge Stem on the

5 stand. I'm happy to do it now, or I'm happy to do it in

6 connection with the Receivership. Whatever you want to do.

7 THE COURT: Let's do it now.

8 MR. MCSWAIN: Do it now?

9 THE COURT: Yeah.

10 You need a break? Okay. Let's take a

11 five-minute break.

12 MR. MCSWAIN: Okay.

13 (Recess taken from 3:14 p.m. to 3:22 p.m.)

14 THE COURT: We are back on the record in

15 2024-3035-5.

16 (Witness sworn.)

17 THE COURT: If you'll have a seat, please.

19 having been first duly sworn, testified as follows:

21 BY MR. MCSWAIN:

22 Q. Would you please state your name for the record,

23 Judge Stem.

24 A. Robert Stem.

25 Q. Okay. How long were you a district judge?

Jennifer Murphy, CSR, CVR MR 00226 79 1 case. We've got the order that's already in evidence, where

2 you appointed the trust advisor in March of 2022.

3 Did you begin to serve at that point in time?

4 A. I did.

5 Q. As you sit here today, do you believe that that

6 order was issued by Judge Vik --

7 (Speaking simultaneously.)

8 A. Absolutely.

9 Q. (BY MR. MCSWAIN) -- jurisdiction? You think it was

10 issued with jurisdiction --

11 MR. CHERRY: Objection, Your Honor; calls for a

12 legal conclusion.

13 THE COURT: I'm sorry, can you ask the question

14 again so we can have a clean -- please?

15 Q. (BY MR. MCSWAIN) Do you think that Judge Vik had

16 jurisdiction when he issued that order?

17 MR. CHERRY: Objection, Your Honor; legal

18 conclusion.

19 THE COURT: Overruled.

20 A. Yes, sir.

21 Q. (BY MR. MCSWAIN) Have you done a lot of work since

22 March 2022, on this estate and this trust and trying to sort

23 things out?

24 A. Yes, sir.

25 Q. Tell the judge a little bit about what you have done

Jennifer Murphy, CSR, CVR MR 00227 92 1 powers under 4.7 --

2 A. Yes.

3 Q. -- of the trust?

4 A. Correct.

5 Q. And did you feel, at the time, that -- based on her

6 actions, that you had the ability to remove her for cause?

7 A. Yes.

8 Q. There's been some discussion, and Ms. Shelton has

9 provided an audio recording of you -- I don't know, six or

10 eight or nine months later -- in a discussion with Josh White

11 and Ms. Shelton, where you told Ms. Shelton, "I did not remove

12 you for cause," or words to that effect?

13 A. Words to that effect.

14 Q. Okay. Did you tell her that?

15 A. Yeah.

16 Q. Okay.

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In Re Frances Spanos Shelton v. the State of Texas, (Tex. Ct. App. 2025).

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