in the Estate of Henry H. Blankenship

392 S.W.3d 249, 2012 WL 6028987, 2012 Tex. App. LEXIS 10011
CourtCourt of Appeals of Texas
DecidedDecember 5, 2012
Docket04-11-00820-CV
StatusPublished
Cited by31 cases

This text of 392 S.W.3d 249 (in the Estate of Henry H. Blankenship) 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 Henry H. Blankenship, 392 S.W.3d 249, 2012 WL 6028987, 2012 Tex. App. LEXIS 10011 (Tex. Ct. App. 2012).

Opinion

OPINION

Opinion by:

KAREN ANGELINI, Justice.

Lucia Blankenship Mooney appeals a summary judgment rendered against her in a suit she brought to avoid the effect of an order admitting a will to probate as a muniment of title and for declaratory judgment. We affirm.

BACKGROUND

When Lucia’s father, Henry H. Blankenship, died in Texas on May 17, 1973, he left behind two testamentary instruments. Blankenship’s first testamentary instrument, hereinafter referred to as the Mexican will, was executed by Blankenship on April 17, 1967. This will covered all of Blankenship’s property, wherever located, and devised his estate to his eleven children in equal shares. The second testamentary instrument, hereinafter referred to as the U.S. will/codicil, was executed by Blankenship on May 1, 1973. In the U.S. will/codicil, Blankenship stated his intent was “to dispose of my property in the United States of America and not any of my property in Mexico, all of my property in Mexico being covered by my Mexican will.” The U.S. will/codicil left Blankenship’s property in trust for his wife, Maria, and his three youngest children. In the U.S. will/codicil, Blankenship also stated, “I have made no provision herein for my older children because they are abundantly provided for in Mexico, and the children named in this Will are not.” He further stated, “By naming only three of my children herein as beneficiaries I do not in any way mean to express any preference or favoritism, but only to equalize the benefits to all my children ...”

Because Lucia, the appellant in this case, is not one of Blankenship’s three youngest children, she is not a beneficiary under the U.S. will/codicil. However, because Kathleen Blankenship Nicholas, the appellee in this case, is one of Blankenship’s three youngest children, she is a beneficiary under the U.S. will/codicil.

*253 At the time of his death, Blankenship owned real property in Texas, which included a house and a farm in Bexar County. On May 30, 1973, about two weeks after Blankenship died, his executor under the U.S. will/codicil, San Antonio Bank and Trust (SABT), filed an application to probate the U.S. will/codicil in the probate court in Bexar County, Texas. Service of citation was made by posting notice in accordance with the law in effect at the time. Shortly thereafter, Blankenship’s oldest son, Enrique Blankenship, filed a contest to the U.S. will/codicil, and a counter-application to probate the Mexican will under section 103 of the Texas Probate Code, which provides for the original probate of a foreign will in Texas. See Tex. Prob.Code Ann. § 103 (West 2003). These applications would remain unresolved and pending in the probate court for more than thirty years.

Meanwhile, Blankenship’s widow, Maria, filed an application to probate Blankenship’s Mexican will in Mexico. The Mexican will was admitted to probate in Mexico on November 28, 1973. A copy of the Mexican will was filed in the deed records in Bexar County, Texas, on January 23, 1978.

Maria died on June 16, 2003. In accordance with the requirements of Maria’s will, Kathleen’s two younger brothers quit-claimed their interests in the Bexar County farm to Kathleen. At about the same time, Lucia quitclaimed her interest in the Bexar county house to Kathleen. However, Lucia refused to deed her interest in the Bexar County fai’m to Kathleen.

On November 4, 2003, the probate court dismissed Enrique’s will contest and counter-application to probate the Mexican will for want of prosecution. On November 10, 2003, Lucia filed a motion asking the probate court to conclude the probate and distribute her father’s estate. On November 13, 2003, the U.S. will/codicil, was admitted to probate as a muniment of title. No appeal, bill of review, or will contest was filed to challenge this order.

Then, on July 26, 2006, Lucia filed the underlying suit in the probate court in Bexar County, Texas. Lucia named her sister, Kathleen, as the only defendant in the suit. In her petition, Lucia alleged the November 13, 2003, order admitting the U.S. will/codicil to probate was void because the probate court’s jurisdiction had expired. Lucia further alleged Kathleen and her counsel engaged in fraud by obtaining probate court orders in the absence of proper notice to opposing parties. Lucia asked the probate court to (1) impose monetary sanctions against Kathleen for fraud; (2) set aside its November 13, 2003, order admitting the U.S. will/codicil to probate; and (3) declare Lucia’s rights under the Mexican will filed in the county deed records.

Kathleen answered the suit, denying the allegations in Lucia’s petition. Kathleen also filed a plea to the jurisdiction, which was granted by the probate court. Lucia appealed this ruling. On appeal, this court reversed the probate court’s order granting the plea to the jurisdiction, and remanded the case to the probate court for further proceedings. See In re Estate of Blankenship, No. 04-08-00043-CV, 2009 WL 1232325, (Tex.App.-San Antonio 2009, pet. denied).

On remand, Kathleen moved for traditional summary judgment alleging, among other things, that Lucia’s suit constituted an improper collateral attack on a final judgment. Lucia filed a response, arguing Kathleen’s summary judgment motion should be denied because the November 13, 2003, order admitting the U.S. will/codicil to probate was void, and therefore, was subject to collateral attack. Lucia attached numerous documents to her sum *254 mary judgment response, including a copy of the Mexican will that was filed in the county deed records in 1978.

Kathleen objected in writing to the documents attached to Lucia’s response. Kathleen first objected to all the documents on the ground they were extrinsic evidence and therefore inadmissible to show the November 13, 2003, order was void. Kathleen then objected to each document on additional independent grounds. The probate court sustained virtually all of Kathleen’s objections, and excluded all of the evidence attached to Lucia’s summary judgment response.

Lucia also moved for traditional summary judgment. In her motion, Lucia asserted the family agreed to settle the dispute about her father’s wills in 1975, and this agreement was consummated by filing a copy of the Mexican will in the deed records. Lucia also asserted the November 13, 2003, order admitting the U.S. will/codicil to probate was void because the probate court lost jurisdiction over her father’s estate two years after the Mexican will was filed in the deed records. Finally, Lucia asserted she was entitled to a declaration that the Mexican will was the only valid and subsisting testamentary instrument determining the distribution of property from her father’s estate, and that she was entitled to a 1/llth interest in all her father’s real property in Texas.

The probate court granted Kathleen’s summary judgment motion, denied Lucia’s summary judgment motion, and rendered judgment that Lucia take nothing by her suit. This appeal ensued.

Issues PRESENTED on Appeal

Lucia presents six issues on appeal. Three of Lucia’s issues challenge the probate court’s granting of Kathleen’s summary judgment motion; three of Lucia’s issues challenge the probate court’s evi-dentiary rulings.

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Cite This Page — Counsel Stack

Bluebook (online)
392 S.W.3d 249, 2012 WL 6028987, 2012 Tex. App. LEXIS 10011, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-the-estate-of-henry-h-blankenship-texapp-2012.