in Re: Pauline Chesses and Sun Chesses-Szabos

388 S.W.3d 330, 2012 WL 1943764, 2012 Tex. App. LEXIS 4270
CourtCourt of Appeals of Texas
DecidedMay 30, 2012
Docket08-11-00285-CV
StatusPublished
Cited by3 cases

This text of 388 S.W.3d 330 (in Re: Pauline Chesses and Sun Chesses-Szabos) 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: Pauline Chesses and Sun Chesses-Szabos, 388 S.W.3d 330, 2012 WL 1943764, 2012 Tex. App. LEXIS 4270 (Tex. Ct. App. 2012).

Opinion

OPINION

ANN CRAWFORD McCLURE, Chief Justice.

This is a discovery dispute amidst a will contest. Relators Pauline Chesses and Sun Chesses-Szabos filed a petition for writ of mandamus, arguing that Respondent, the Honorable Judge Eduardo Gam-boa of Probate Court Number Two, clearly abused his discretion by: (1) refusing to order the disclosure of the Adult Protective Services (APS) file regarding Larry Chesses; and (2) refusing to allow the deposition of the APS case worker. Specifically, Relators contend that the trial court erred in finding that the disclosure of the APS records is not essential to the administration of justice. We conditionally grant the writ.

FACTUAL SUMMARY

The Early Years

In 1988, Larry Chesses executed a will which appointed Pauline Chesses, his daughter, as the executor of his estate. He left $30,000 to Sun Chesses-Szabos, his ex-wife, and the remainder of his estate to Pauline. Chesses had specifically told Pauline that if something happened to him, she should call an attorney by the name of William Collins. Over the years, Chesses and his daughter became estranged. At some point between 2004 and 2006, Pauline cut off all communication with her father at the recommendation of a therapist.

The New Will

Chesses was admitted to Providence Memorial Hospital on July 9, 2010, for acute renal failure, altered mental state, and dehydration. The hospital forms in *332 quired of religious affiliation. Chesses indicated both “Catholic” and “Jewish.” On July 23, while hospitalized, Chesses executed a Last Will and Testament which left $10,000 to Pauline and nothing to Sun. The remainder of the estate was divided between the Chabad Lubavitch and B’Nai Zion congregations, the El Paso Jewish Community Foundation, and the El Paso Community Foundation. The will appointed Herbert Ehrlich as executor of the estate and his son, William Ehrlich, as the alternate executor. The estate was valued between $600,000 and $800,000. Hospital records of July 24 reveal that Chesses was depressed. On the 26th, one of his doctors noted:

Fairly groomed in a hospital gown in a bed with decreased level of consciousness, ... remains with avoidance of the eye contact. Thought process very slow. His speech is very slow as well, very concrete, somewhat disjointed, remains fairly confused and disoriented ... Attention span and concentration fairly limited. Reality contact seems to be fairly fragile. Cognitive functions are overly disrupted. Insight and judgment is overly limited.

Pauline’s Story

A nurse named Maria called to tell Pauline of her father’s hospitalization and on July 22, Pauline, her husband, and Sun arrived in El Paso from Virginia. The trio went straight to the hospital and learned that Chesses refused to eat and wanted to die. Dr. George Walker-Jackson advised Pauline that Chesses was not eating, was depressed, and had a growth on his liver. Pauline visited her father twice each day over the course of four days and returned to Virginia on July 25. Pauline began trying to reach her father by telephone approximately two weeks later and spoke with several nurses at different medical facilities, as her father had been moved from ICU to a private room, from there to a specialty hospital, then back to Providence and another specialty hospital, and finally to hospice. One person, referred to in the record as Mary Ann, told Pauline that there were “suspicious people” around her father named Herbert Ehrlich and Brian Lee. Chesses passed away on September 4, although Pauline did not learn of his death until September 20.

Pauline received a telephone call on November 1 from America Devora, an Adult Protective Services Specialist. APS had been notified that Chesses was a “hoarder” and Devora was assigned to investigate. During this conversation, Devo-ra asked Pauline whether she had been contacted by anyone.

And I said, Well, I visited my dad in the hospital, and someone named Herbert Ehrlich called me and said that he was the executor.’
And she said, Well, did he tell you that he left you anything?’
And I said, ‘No, he didn’t tell me anything, but he told me that my dad was mad at me, and that he didn’t even want me to know that he died, but he was a family man, and as a family man, I should know.’
And what else did she say? She said— oh. Oh, I was — something like, T was worried about that. I’m concerned about this. I was very suspicious around the activities around your dad and about Herbert Ehrlich.’
And I said, ‘Herbert Ehrlich?’ And I said, Well, that reminds me of a conversation in the hospital, when I was trying to find my dad, someone else had mentioned Herbert Ehrlich as being suspicious, and he was, I think, fighting with someone else as being power of attorney.’
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*333 And she said my dad told her that Rabbi Greenberg pressured him to sign a will or — or, no, to hire Herbert Ehrlich, and that he — he or both pressured him to sign a will. He did not want to sign the will.... ‘And he wanted everything to go to you. He said he loved you.’
And I — and I — I started crying and I said, ‘But Herbert Ehrlich told me he was angry at me.’
And she said, ‘No, that’s not true. I cannot believe that. He said that he loved you.’ And then she said, ‘And he-he had regrets.’
And I said, ‘He was not a good father.’ And I go, ‘Is that what he meant?’
Okay. And then she said, T don’t know. I don’t know.’ She said, ‘All he said was he had regrets, and he didn’t want to sign this will and he — he needed me to find you.’

Devora also told Pauline that she had tried to meet with Ehrlich or talk to him because she was just trying to do her job. According to Devora, Ehrlich refused to talk to her and would not return her telephone calls until after Chesses died. After this conversation, Relators contested the will, alleging Chesses lacked testamentary capacity and alleging Chesses was unduly influenced by Ehrlich. Relators also sought a declaratory judgment that the purported July 23, 2010 will was invalid. They claimed that Ehrlich intentionally interfered with their inheritance rights, and that the Ehrlich Law Firm is vicariously liable for Ehrlich’s wrongful acts.

Brian Lee’s Story

Brian Lee met Chesses in 2001 and regularly played chess with him at the West-side library. Lee described Chesses as a non-practicing Jew who did not attend temple. When Lee learned Chesses was in the hospital, he began visiting him. Chesses told him that Rabbi Greenberg was pressuring him to sign documents that he did not want to sign. Chesses described himself as a “captive audience” because he could not get out of bed. During one of these visits, Chesses mentioned giving Lee a power of attorney. Chesses did not discuss his -former wife or his daughter, other than to say they had come to visit and brought a plant for him.

Ehrlich’s Story

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388 S.W.3d 330, 2012 WL 1943764, 2012 Tex. App. LEXIS 4270, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-pauline-chesses-and-sun-chesses-szabos-texapp-2012.