In Re Graham

251 S.W.3d 844, 2008 WL 820935
CourtCourt of Appeals of Texas
DecidedApril 18, 2008
Docket03-07-00705-CV
StatusPublished
Cited by17 cases

This text of 251 S.W.3d 844 (In Re Graham) 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
In Re Graham, 251 S.W.3d 844, 2008 WL 820935 (Tex. Ct. App. 2008).

Opinions

OPINION

DIANE HENSON, Justice.

Relator Preston Graham petitions for a writ of mandamus directing the county court at law to transfer a probate proceeding from Tom Green County to Travis County. Because we hold that venue of [847]*847the underlying proceeding is mandatory in Travis County, we conditionally grant Preston’s petition.1

A trial court’s denial of a motion to transfer venue pursuant to a mandatory venue provision is reviewable by mandamus. See Tex. Civ. Prac. & Rem.Code Ann. §§ 15.016, 15.0642 (West 2002). A mandamus involving mandatory venue is reviewed using an abuse-of-discretion standard. In re Missouri Pac. R.R. Co., 998 S.W.2d 212, 215 (Tex.1999). Because it is presumed that there is no adequate remedy for a failure to enforce a mandatory venue statute, the relator is not required to show a lack of adequate remedy on appeal. Id.

The probate code provides mandatory venue for the probate of wills and administration of estates. Tex. Prob.Code Ann. § 6 (West 2003). Mandatory venue lies in the county where the deceased resided, if the deceased had a domicile or fixed place of residence in Texas. Id. § 6(a). If the deceased died in Texas but had no domicile or fixed place of residence in the State, venue is proper either in the county where the deceased’s principal property was located at the time of her death, or in the county where she died. Id. § 6(b).

The deceased in this case, Dianne Hanks Graham, died on January 16, 2006, in Travis County. Her will was filed for probate in Tom Green County by her mother, Freda Nutt Hanks. When the will was filed for probate, Preston and Hanks each executed an affidavit stating, “Decedent was domiciled and her principal property was located in this county at the date of death.” The will was admitted to probate by the constitutional county court in Tom Green County on February 8,2006.

On March 15, 2006, Hanks disclaimed her interest in Dianne’s estate, with the result being that the estate would go to Dianne’s two sons, Preston and Barclay Graham. Barclay Graham died on October 19, 2006. On April 19, 2007, Hanks filed suit against Preston in Tom Green County, seeking a declaratory judgment that her disclaimer was invalid. The constitutional county court subsequently transferred the contested issue regarding Hanks’s disclaimer to County Court at Law No. 2 of Tom Green County.

Preston moved to transfer venue of all probate proceedings from Tom Green County to Travis County, asserting that Dianne was domiciled in Travis County at the time of her death. After a hearing, the county court at law denied Preston’s motion to transfer venue on November 26, 2007.2 Preston now seeks mandamus relief to compel the transfer of the entire probate proceeding to Travis County.

Section 6 of the probate code is titled, “Venue for probate of wills and administration of estates of decedents.” Hanks argues that Preston cannot move to transfer venue under section 6 because the suit regarding her disclaimer is a “matter incident to an estate,”3 rather than a pro[848]*848bate proceeding, and therefore section 6 does not apply. However, Preston’s motion to transfer venue was not limited to the contested matter of Hanks’s disclaimer, but requested transfer of “all proceedings connected with Cause Number 06P045, Estate of Dianna Hanks Graham.” As a result, the mandatory venue provisions of chapter 6 are applicable to this proceeding.4

Hanks further argues that Preston cannot now challenge venue because venue was determined by the constitutional county court’s order admitting the will to probate, and that order is a final decree that is not subject to collateral attack. See id. § 8(e) (stating that a court in which there has been filed an application for a probate proceeding has full jurisdiction to determine venue of the probate proceeding and any related proceeding, and its determination shall not be subject to collateral attack). However, because Preston’s motion to transfer venue seeks transfer of the entire probate proceeding as discussed above, it is not a collateral attack, but a direct challenge to the venue determination in the order admitting the will to probate.

Hanks further attacks Preston’s motion on a third and final procedural ground. The probate code provides for transfer of proceedings for want of venue “[ijf it appears to the court at any time before the final decree that the proceeding was commenced in a court which did not have priority of venue.” Id. § 8(c)(1). Hanks contends that the order admitting the will to probate was a “final decree” for purposes of section 8(c)(1), and therefore the proceeding may not be transferred for want of venue.

“Final decree” is not defined in the probate code. At least one court has upheld a venue challenge under section 8(c)(1) that was brought after the trial court entered an order admitting the will to probate. In re Estate of Izer, 693 S.W.2d 481, 482, 484 (Tex.App.-Corpus Christi 1985, writ refd n.r.e.). Like the party challenging venue in Izer, Preston sought a venue transfer of the probate proceeding after the will had been admitted to probate. An independent administration — the probate method employed for Dianne’s estate — is not considered closed until all property has been distributed and debts have been paid as fully as the assets allowed. See Texas Commerce Bank-Rio Grande Valley, N.A. v. Correa, 28 S.W.3d 723, 728 (Tex.App.-Corpus Christi 2000, pet. denied). Because Hanks has not provided, nor have we found, any substantial authority for the proposition that an order admitting a will to probate is a “final decree” for purposes of section 8(c)(1), we hold that section 8(c)(1) does not preclude Preston’s motion to transfer venue.

Preston contends that Dianne was domiciled in Travis County at the time of her death. Hanks asserts that venue is proper in Tom Green County because Dianne was domiciled there at the time of her death, or alternatively, because Dianne had no fixed place of residence in Texas at the time of her death, and her principal property was located in Tom Green County. See Tex. Prob.Code Ann. § 6(a), (b) (West 2003).

Before reviewing the evidence regarding domicile, we must first address whether Preston has waived his venue challenge. He initially executed an affidavit titled “Proof of Death and Other Facts,” when the will was filed for probate in Tom Green County, stating, “Decedent was domiciled [849]*849and her principal property was located in this county at the date of death.” Preston later filed an affidavit stating that his assertion of domicile in Tom Green County had been a mistake and was incorrect. Preston further stated that he was unsure whether he actually read the Proof of Death before he signed it, that he did not review it carefully due to his state of shock over his mother’s death, and that he only signed it at Hanks’s request.

At the time Preston signed the Proof of Death, he was not a party to the probate proceeding. A judicial admission results when a party makes a statement of fact which disproves his right of recovery or defense.

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In Re Graham
251 S.W.3d 844 (Court of Appeals of Texas, 2008)

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Bluebook (online)
251 S.W.3d 844, 2008 WL 820935, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-graham-texapp-2008.