In the Estate of Emily D. Prieto v. .

CourtCourt of Appeals of Texas
DecidedAugust 28, 2024
Docket04-22-00038-CV
StatusPublished

This text of In the Estate of Emily D. Prieto v. . (In the Estate of Emily D. Prieto v. .) 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 the Estate of Emily D. Prieto v. ., (Tex. Ct. App. 2024).

Opinion

Fourth Court of Appeals San Antonio, Texas MEMORANDUM OPINION

No. 04-22-00038-CV

IN THE ESTATE OF EMILY D. PRIETO, Deceased

From the County Court at Law No. 1, Webb County, Texas Trial Court No. 2008-PB7-000086L1 Honorable Hugo Martinez, Judge Presiding

Opinion by: Liza A. Rodriguez, Justice

Sitting: Irene Rios, Justice Liza A. Rodriguez, Justice Lori I. Valenzuela, Justice

Delivered and Filed: August 28, 2024

REVERSED AND REMANDED

Eduardo David Prieto (“Eduardo”) appeals from the trial court’s final judgment denying

his claims related to his mother’s estate. We reverse and remand.

BACKGROUND

On August 21, 2008, Eduardo’s mother, Emily D. Prieto (“Prieto”), died leaving a will that

distributed “all the rest, residue and remainder” of her property to an inter vivos trust she had

created and “any amendments . . . thereto.” About five weeks later, on September 29, 2008, the

trial court admitted Prieto’s will to probate and appointed Eduardo’s brother, Victor G. Prieto,

independent executor of the estate. More than six years later, on October 27, 2014, Eduardo filed

the underlying suit in the County Court at Law No. 1, Webb County, Texas. In his original petition, 04-22-00038-CV

Eduardo contested the validity of the trust and sought declaratory relief related to his mother’s

estate. Additionally, he brought claims against Victor for breach of fiduciary duty and conversion.

Victor answered the suit, denying Eduardo’s allegations and raising the affirmative defense

of limitations. Victor filed a motion to dismiss, arguing the trial court lacked jurisdiction over the

suit because it involved trust claims and the district court had exclusive jurisdiction over those

claims. See TEX. PROP. CODE § 115.001. Additionally, Victor filed a traditional motion for

summary judgment, which advanced the same jurisdictional arguments as to the declaratory

judgment claims. In his summary judgment motion, Victor argued that the statute of limitations

barred the trust contest claim and that he could conclusively disprove at least one element of the

breach of fiduciary duty and conversion claims.

After the summary judgment motion was filed, Eduardo amended his petition, omitting the

breach of fiduciary duty and conversion claims and adding a will contest claim. The amended

petition retained the trust contest and declaratory judgment claims. 1 Eduardo also filed a response

to the summary judgment motion, arguing that Victor did not conclusively prove his limitations

defense and, alternatively, that fraudulent concealment precluded the granting of summary

judgment based on limitations.

The trial court granted both the dismissal and summary judgment motions and signed a

final judgment denying Eduardo relief on his claims. The trial court’s judgment did not state the

ground or grounds on which its ruling was based. Eduardo appealed.

1 The declaratory judgment claims were closely related to the trust and will contest claims. Specifically, the amended petition asked the trial court to (1) set aside the decedent’s will because it was executed when she lacked testamentary capacity and because it was the result of undue influence exerted over her; (2) declare the Prieto Living Trust First Amendment void because the decedent lacked the capacity to make a trust and because the trust documents were the product of undue influence; (3) declare Eduardo “an heir” to the trust and the decedent’s estate; (4) direct the executor to distribute him his share of the trust and estate; (5) restrain Victor from making any future distributions until Eduardo received his rightful distribution; (6) direct the executor to recover the distributions made in the past; (7) determine that the Prieto Living Trust First Amendment is invalid; and (8) determine the construction of the decedent’s will and any trust documents.

-2- 04-22-00038-CV

STANDARD OF REVIEW

We review a trial court’s grant of summary judgment de novo. Eagle Oil & Gas Co. v.

TRO-X, L.P., 619 S.W.3d 699, 705 (Tex. 2021) “The standard for reviewing a summary judgment

under Texas Rule of Civil Procedure 166a(c) is whether the successful movant at the trial level

carried [his] burden of showing that there is no genuine issue of material fact and that judgment

should be granted as a matter of law.” KPMG Peat Marwick v. Harrison Cnty. Hous. Fin. Corp.,

988 S.W.2d 746, 748 (Tex. 1999); see TEX. R. CIV. P. 166a(c). “In reviewing a summary judgment,

we take as true all evidence favorable to the nonmovant, and we make all reasonable inferences in

the nonmovant’s favor.” KPMG Peat Marwick, 988 S.W.2d at 748.

“Whether a trial court has subject-matter jurisdiction over a case is a question of law and,

therefore, we review de novo a trial court’s ruling on a motion to dismiss for lack of jurisdiction.”

Sonne v. Harris Cnty. Appraisal Dist., No. 01-12-00749-CV, 2014 WL 2933227, at *2 (Tex.

App.—Houston [1st Dist.] June 26, 2014, no pet.).

TRIAL COURT’S JURISDICTION

In his fifth issue, Eduardo argues the trial court erred in granting Victor’s motion to dismiss

his suit. In his sixth issue, Eduardo argues the trial court erred in granting his summary judgment

motion on the ground the trial court lacked jurisdiction over his declaratory judgment claims.

Victor’s jurisdictional arguments were based on section 115.001(a) of the Texas Property

Code, which provides: “Except as provided by Subsection (d) of this section, a district court has

original and exclusive jurisdiction over all proceedings by or against a trustee and all proceedings

concerning trusts.” TEX. PROP. CODE § 115.001(a). Notably, subsection 115.001(d)(5) of the Texas

Property Code expressly provides that the district court’s jurisdiction over trust proceedings is

exclusive, “except for jurisdiction conferred by law on . . . a county court at law.” Id. § 115.001.

-3- 04-22-00038-CV

The trial court is one of three statutory county courts in Webb County, which is a county

that does not have a statutory probate court. See TEX. GOV’T CODE §§ 25.2421, 25.2422.

Accordingly, the trial court has original probate jurisdiction. See TEX. GOV’T CODE § 25.0003(d)

(noting statutory county courts generally have the same probate jurisdiction as the county courts);

Jurgens v. Martin, 631 S.W.3d 385, 399–400 (Tex. App.—Eastland 2021, no pet.) (“County courts

at law also have concurrent original probate jurisdiction with the county court in counties that do

not have a statutory probate court.”). Section 32.001 of the Texas Estates Code provides that all

probate proceedings must be filed and heard in a court exercising original probate jurisdiction, and

a “court exercising original probate jurisdiction also has jurisdiction of all matters related to the

probate proceeding as specified in [s]ection 31.002 for that type of court.” TEX. EST. CODE

§ 32.001(a). Section 31.002(b)(3) states that, in a county in which there is no statutory probate

court, the jurisdiction of a county court at law exercising original probate jurisdiction includes the

interpretation and administration of an inter vivos trust created by a decedent whose will has been

admitted to probate in the court. Id. § 31.002(b)(3).

Here, the trial court, which has original probate jurisdiction, is the court that admitted

Prieto’s will to probate. See TEX. GOV’T CODE § 25.0003(d); Jurgens, 631 S.W.3d at 399–400.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

FKM Partnership, Ltd. v. Board of Regents
255 S.W.3d 619 (Texas Supreme Court, 2008)
G & H TOWING CO. v. Magee
347 S.W.3d 293 (Texas Supreme Court, 2011)
Neill v. Yett
746 S.W.2d 32 (Court of Appeals of Texas, 1988)
McConnell v. Southside Independent School District
858 S.W.2d 337 (Texas Supreme Court, 1993)
Science Spectrum, Inc. v. Martinez
941 S.W.2d 910 (Texas Supreme Court, 1997)
Little v. Smith
943 S.W.2d 414 (Texas Supreme Court, 1997)
Mooney v. Harlin
622 S.W.2d 83 (Texas Supreme Court, 1981)
Pace Concerts, Ltd. v. Resendez
72 S.W.3d 700 (Court of Appeals of Texas, 2002)
Wilson v. Davis
305 S.W.3d 57 (Court of Appeals of Texas, 2009)
King Ranch, Inc. v. Chapman
118 S.W.3d 742 (Texas Supreme Court, 2003)
KPMG Peat Marwick v. Harrison County Housing Finance Corp.
988 S.W.2d 746 (Texas Supreme Court, 1999)
DiGrazia v. Atlantic Mutual Insurance
944 S.W.2d 731 (Court of Appeals of Texas, 1997)
Escontrias v. Apodaca
629 S.W.2d 697 (Texas Supreme Court, 1982)
Evans v. Allen
358 S.W.3d 358 (Court of Appeals of Texas, 2012)
Aston v. Lyons
577 S.W.2d 516 (Court of Appeals of Texas, 1979)

Cite This Page — Counsel Stack

Bluebook (online)
In the Estate of Emily D. Prieto v. ., Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-the-estate-of-emily-d-prieto-v-texapp-2024.