in the Estate of Cecelia Margaret Gibbons

451 S.W.3d 115
Court of Appeals of Texas·Decided November 7, 2014·No. 14-13-00078-CV·Published·Cited by 11 cases

Opinion

OPINION

KEM THOMPSON FROST, Chief Justice.

This appeal arises from a core probate matter involving a contest as to which of three wills executed by the testatrix should be admitted to probate. The attorney who drafted the first two wills in dispute filed an application to probate the second will and later amended that application to seek probate of the first will. The testatrix’s husband filed an application to probate the third will, and also sought declaratory relief. Two beneficiaries under the first two wills in dispute, as well as the attorney who drafted the first two wills, opposed admission of the third will to probate. After a jury trial, the trial court admitted the third will to probate, granted the testatrix’s husband letters testamentary, and signed a final order granting declaratory relief requested by the testatrix’s husband and awarding attorney’s fees to the testatrix’s husband under the Declaratory Judgments Act. Before signing the final order, the trial court signed two orders finding counsel for the parties contesting the third will to be in contempt of court for disobeying a prior court order. On appeal, the three parties who contested the admission of the third will to probate assert various challenges to the trial court’s contempt orders and its final order. We dismiss the appeal to.the extent the appellants attempt to challenge the contempt orders, and, except to this extent, we affirm the trial court’s final order.

I. Factual and Procedural Background

Dr. Cecelia Gibbons (hereinafter “Cecelia”), 1 was diagnosed with brain cancer. 2 On the day of her diagnosis, May 18, 2010, Cecelia contacted her friend, appellant Christine S. Willie (hereinafter “Christine”), 3 an estate planning attorney, and talked to her about estate planning. Christine prepared a will, and the next day Cecelia executed it (hereinafter the “May Will”). Six days later, Cecelia had surgery to remove a brain tumor.

Two weeks later, on June 3, 2010, Cecelia executed another will that had been prepared by Christine (hereinafter the “June Will”). Shortly thereafter, Christine sent Cecelia an email explaining the gifts under the June Will and the beneficiary designations on Cecelia’s life-insurance policies. This email showed that Christine had been designated as one of the beneficiaries under two life-insurance policies. Christine’s husband, appellee John Richard Shanks, testified that Cecelia was shocked and surprised to see that Christine was a beneficiary under these two life-insurance policies.

Cecelia and Shanks went to Christine’s office on June 21, 2010, to pick up Cecelia’s file. Christine testified that she did not see Cecelia again after that day. Within a few days, Cecelia met with attorney Car-bett J. Duhon, III. Two months later, on August 26, 2010, Cecelia executed a third *119 will that had been prepared by Duhon (hereinafter the “August Will”).

Cecelia passed away on- December 9, 2010. Within the week, Christine filed an application td probate the June Will, in which Cecelia named Christine as the independent executrix of her estate. Two weeks later, Shanks filed an application in the same case to probate the August Will, in which Cecelia named Shanks as the independent executor of her estate. Six months later, Christine amended her application so that she sought to probate the May Will rather than the June Will. Christine alleged that Cecelia lacked testamentary capacity after May 20, 2010, and therefore lacked testamentary capacity when she executed the June Will and the August Will.

Shanks timely amended his application adding a number of new parties on whom citation would be served but from whom Shanks did not seek any affirmative relief. Among these parties was (1) appellant Raven A. Pitre, Cecelia’s daughter, (2) appellant Gwen Stribling Henderson, a beneficiary under the May Will and the June Will but not under the August Will, (3) appellee Glenn Gibbons, Cecelia’s brother, and (4) appellee Annabella Gibbons, Cecelia’s mother. Glenn filed an answer and appeared in the case individually and as attorney-in-fact for Cecelia’s mother Anna-bella. Shanks asked that the trial court admit the August Will to probate, grant him letters testamentary, and appoint him independent executor of Cecelia’s estate. Shanks also sought declaratory relief under the Texas Declaratory Judgments Act and sought recovery of reasonable and necessary attorney’s fees under that statute. Pitre and Henderson each filed oppositions to the probate of the August Will, alleging lack of testamentary capacity and undue influence by Shanks.

The case proceeded to trial. During trial, Henderson, Pitre, and Christine non-suited “their entire cause of action against all other [a]pplicants.” The trial court granted Shanks a directed verdict as to the validity of the August Will and on the issue of Cecelia’s capacity to execute the August Will. In answering the questions submitted in the jury charge, the jury found that Christine and Pitre did not have probable cause to contest the August Will. The jury also found the amount of a reasonable fee for the necessary services of Shanks’s attorneys.

The trial court signed an order admitting the August Will to probate, denying probate as to the May Will and the June Will, and granting letters testamentary to Shanks as independent executor upon taking of the required oath. The trial court signed a final order in which it granted declaratory relief requested by Shanks. The trial court declared that, under the no-contest clause of the August Will and in light of the jury’s findings that Christine and Pitre did not have probable cause to contest the August Will, the bequests to Christine and Pitre in the August Will were revoked and would pass as if the Christine and Pitre had predeceased Cecelia. The trial court also made declarations relating to the beneficiary designations under two of Cecelia’s life-insurance policies. The trial court ordered Christine and Pitre to pay Shanks his reasonable and necessary attorney’s fees and expenses under Section 87.009 of the Texas Civil Practice and Remedies Code.

Before signing the final order, the trial court signed two separate orders in which the court granted a motion for contempt filed by Shanks and found that attorney Joseph Willie, II (hereinafter “Joseph”), attorney for Henderson, Pitre, and Christine, was in contempt of court for disobeying a prior court order.

*120 II. Issues and Analysis

On appeal, Henderson, Pitre, and Christine (hereinafter collectively the “Contestants”) present seven issues challenging the trial court’s final order and two issues challenging the trial court’s two contempt orders. 4 We address the seven issues challenging the final order and the arguments under them seriatim. We then address the challenges to the contempt orders.

A. Did the trial court have subject-matter jurisdiction to grant declaratory relief regarding the life-insurance policies?

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in the Estate of Cecelia Margaret Gibbons, 451 S.W.3d 115 (Tex. Ct. App. 2014).

451 S.W.3d 115 (in the Estate of Cecelia Margaret Gibbons) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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