in the Guardianship of Otilia Patlan, an Incapacitated Person

CourtCourt of Appeals of Texas
DecidedMay 11, 2011
Docket04-10-00616-CV
StatusPublished

This text of in the Guardianship of Otilia Patlan, an Incapacitated Person (in the Guardianship of Otilia Patlan, an Incapacitated Person) 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.

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in the Guardianship of Otilia Patlan, an Incapacitated Person, (Tex. Ct. App. 2011).

Opinion

OPINION

No. 04-10-00616-CV

IN THE GUARDIANSHIP OF Otilia PATLAN, an incapacitated person

From the Probate Court No 2, Bexar County, Texas

Trial Court No. 2007-PC-0832

Honorable Tom Rickhoff, Judge Presiding

Opinion by:   Karen Angelini, Justice

Sitting:                     Catherine Stone, Chief Justice

                     Karen Angelini, Justice

                     Marialyn Barnard, Justice

Delivered and Filed:  May 11, 2011

AFFIRMED

           Appellant Mary Pena, Otilia Patlan’s guardian, appeals the trial court’s granting of Appellee Jesus Patlan Jr.’s no-evidence and traditional motion for summary judgment. The main issue in this appeal is whether the time period a previous lawsuit is pending before being dismissed for want of prosecution, when that lawsuit is between the same parties and contains the same allegations, should be considered in determining whether an adequate time for discovery has passed in the subsequent suit pursuant to Texas Rule of Civil Procedure 166a(i). Because we hold such time can be considered in determining whether an adequate time for discovery has passed under Rule 166a(i), we find the trial court did not abuse its discretion in denying Mary Pena’s motion to continue the summary judgment hearing. Further, because Mary Pena did not produce sufficient evidence in response to the no-evidence motion for summary judgment, we hold the trial court did not err in granting the no-evidence motion for summary judgment. Thus, we affirm the judgment of the trial court.[1]

Background

           Otilia Patlan is a ninety-six-year-old woman who suffers from senile dementia. Otilia and her husband, Jesus Patlan Sr., married in 1971, but had no children together. However, they each had children from previous marriages. Appellant Mary Pena (“Mary”), who was appointed Otilia’s guardian on June 20, 2007, is Otilia’s daughter.

           At the time of Otilia and Jesus Sr.’s marriage, Appellee Jesus Patlan Jr. (“Jesus Jr.”) was the youngest in this blended family and considered Otilia to be his mother, not a step-mother. He lived with his parents until his mid-twenties, and as his parents grew older, he began taking care of them and managing their affairs. He and his father even had a joint bank account set up so that Jesus Jr. could pay his father’s bills. When his father died in 2005, he took over the same role for his mother. Thus, Jesus Jr., who was an employee of Broadway National Bank, had a joint account set up in his and his mother’s names. Otilia signed all the necessary documents to set up the joint account. The funds from his father’s pension, which now belonged to his mother as survivorship benefits, were deposited into that joint account. Also deposited were proceeds from his father’s life insurance policy under which Otilia was the beneficiary.

           In January 2007, Otilia’s condition deteriorated to such an extent that she had to be admitted to a hospital. She was later transferred to a nursing home for rehabilitation. On June 20, 2007, her daughter Mary was appointed her guardian. In looking at Otilia’s personal affairs, Mary became suspicious that Jesus Jr. was using Otilia’s funds for his own personal benefit, and not for Otilia’s. Mary hired an attorney who, on January 31, 2008, filed an original petition and application for a temporary restraining order. That same day, the trial court signed the temporary restraining order and set the cause for a temporary injunction hearing. In response Jesus Jr. filed an answer to the lawsuit.

           At the temporary injunction hearing on March 4, 2008, Jesus Jr. took the stand and testified. He testified that the culture of his family was such that everyone helped whoever needed the help. He testified that before his father’s death, his wife had lost her job, and his father had been helping them through a tough period. After his father died, he testified that his mother also wanted to help them. Jesus Jr. admitted that some of his mother’s money was used for the benefit of his own family, but he claimed that these were gifts from his parents. He further testified his mother knew he was taking money out of the joint account and wanted him to do so because of his family’s situation.

           According to Jesus Jr., he was not aware his mother suffered from dementia. He testified that Mary, who worked for Otilia’s treating doctor, took care of Otilia’s medical care and that Mary never told him about Otilia’s condition. He also testified that in 2007, at some point before Mary was appointed Otilia’s guardian, Adult Protective Services got involved in Otilia’s case, and the case worker told him that he was not keeping a proper accounting of Otilia’s bank account. The caseworker told him that he needed to be more “formal” and should not commingle funds. Jesus Jr. also testified that Mary had taken the approximate $6,000 left in Otilia’s bank account and that he had nothing left of Otilia’s money.

           Jesus Jr. further testified about the family home. According to Jesus Jr., his father had owned the family home before his marriage to Otilia and thus, the family home was his father’s separate property. And, because his father did not have a will, he and his four siblings now owned the house as his father’s heirs. He testified that Otilia signed a deed transferring all her interest in the family home to him. However, under Texas intestate laws, Otilia had only a life-estate interest in the home and no longer lived there, as she was living with Mary. Jesus Jr. also testified that in keeping with his family’s “culture,” one of his step-sisters (the youngest of Otilia’s daughters) now lived in the family home with her son and paid only $250 per month in rent, which was below the rental value of the house in the open market. Finally, according to Jesus Jr., his parents would not want him to pay back the money he took because it was not part of their family culture to require repayment. At the hearing, copies of the bank statements from the joint bank account were not available. At the end of the injunction hearing, the trial court dissolved the TRO and denied the temporary injunction.

           A month later, on April 8, 2008, Jesus Jr.’s attorney sent Mary’s attorney copies of the bank statements related to Jesus Jr. and Otilia’s joint bank account. Then, there was no activity in the case for almost a year.

           On March 4, 2009, Mary’s current attorneys[2] filed in probate court an “Application for Authority to Retain Counsel and to Enter into a Contingent Fee Contract.” On May 8, 2009, the trial court granted the application. Then, on July 15, 2009, Mary’s current attorneys filed in district court, not probate court, a “Verified Petition to Take a Deposition Before Suit,” requesting authority to take presuit depositions of Jesus Jr. and Broadway National Bank.

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