In the Matter of the Estate of Georgina A. De Chavez v. the State of Texas

CourtCourt of Appeals of Texas
DecidedJune 21, 2024
Docket08-23-00072-CV
StatusPublished

This text of In the Matter of the Estate of Georgina A. De Chavez v. the State of Texas (In the Matter of the Estate of Georgina A. De Chavez v. the State of Texas) 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 Matter of the Estate of Georgina A. De Chavez v. the State of Texas, (Tex. Ct. App. 2024).

Opinion

COURT OF APPEALS EIGHTH DISTRICT OF TEXAS EL PASO, TEXAS

§ No. 08-23-00072-CV

IN THE ESTATE OF § Appeal from the

GEORGINA A. DE CHAVEZ, § Probate Court No. 2

Deceased. § of El Paso County, Texas

§ (TC# 2016-CPR00081)

MEMORANDUM OPINION

The genesis of this appeal is an apparent conflict between a decedent’s will executed in the

United States, and another will executed in Mexico. Appellant Alfonso Chavez, Jr. attempted to

probate his mother’s purported last will that was executed in Mexico with Probate Court No. 2 for

El Paso County, Texas. Six years earlier, Appellee Alfonso Chavez Pacheco, the decedent’s

husband and Appellant’s father, had admitted to probate in the same court a different will that was

executed in Texas. For clarity, we refer to Alfonso Chavez, Jr. as “Alfonso” and Appellee Alfonso

Chavez Pacheco as “Dr. Pacheco.” The probate court dismissed Alfonso’s application to probate

the Mexico Will by granting Dr. Pacheco’s Rule 91a motion to dismiss. The probate court

additionally awarded attorney’s fees and costs against Alfonso. He appeals, claiming that the

probate court erred: (1) in acting on the belief that the award of attorney’s fees and costs is

mandatory under Rule 91a; (2) in assessing those fees and costs against him personally; (3) in looking outside the pleadings in ruling on the motion to dismiss; and (4) in granting the motion to

dismiss. Because we ultimately find that the live, amended pleading is baseless in law, we affirm.

STATEMENT OF FACTS1 Georgina A. De Chavez died a domiciliary of El Paso, Texas on January 8, 2016. In March

of 2016, her 1997 will—which named her husband, Dr. Pacheco, as the executor of her estate—

was admitted to probate. The 1997 will contains language designating it the “United States Will,”2

and it contemplates the making of a separate will that would govern Georgina’s real and personal

property located in Mexico.3 What we refer to as the “Mexico Will” was executed under Mexican

procedures in 2005, and it was recognized by a Mexico probate court as Georgina’s last will in

December of 2021.

The Mexico Will and the Texas Will make different dispositions of Georgina’s property.

While the Texas Will makes certain bequests to Dr. Pacheco and the couple’s three children, the

Mexico Will designates Georgina’s three children as the “sole and universal heirs of all her

property.” Dr. Pacheco is named as executor of the estate under the Mexico Will but was not

named as a beneficiary. Additionally, the Mexico Will makes no distinction between property

owned in the United States and property owned in Mexico. It also revokes all prior wills.

1 As we explain below, Rule 91a requires a court to consider only the pleading for the cause of action being challenged and those limited documents which might be attached and considered with the pleading under Tex. R. Civ. P. 59. The parties cite to a great deal more from the Clerk’s and Reporter’s Record, which we reference only for the limited purpose of providing context to some of the arguments raised. To be clear, our decision is based only on what we are permitted to consider under Rule 91a. 2 For clarity, we adopt the parties’ designation of this will as the “Texas Will.”

3 Specifically, the Texas Will made explicit that “If there [was] any conflict between [her] Mexican Will and [the Texas Will], [the Texas] Will shall control as to all assets located in the United States, and [her] Mexican Will shall control as to all assets located outside the United States.”

2 A. Alfonso attempted to probate the Mexico Will in Texas

In June 2022, some six years after the probate of the Texas Will, Alfonso filed an

Application to probate the Mexico Will as a muniment of title (Original Application). His Original

Application attached a copy of the Mexico Will. In August of 2022, Alfonso filed an Amended

Application for Ancillary Probate of Foreign Will (Amended Application). The Amended

Application states that it attaches the Mexico Will and an order from a Mexican Court admitting

it to probate. No actual attachments, however, were included with the pleading.

Both the original and amended applications to probate the Mexico Will allege that

Georgina was a domiciliary of Texas at the time of her death; that her estate is valued above

$500,000; that the Mexico Will is an unrevoked written will dated April 30, 2005, and was

witnessed by three subscribing witnesses; that the will was notarized by an authorized notary

public in Mexico; and that the original of the Mexico Will is on file with the “notaria publica” in

Mexico pursuant to Mexican law. Both pleadings list Georgina’s three children as sole

beneficiaries under the Mexico Will and assert there are no charitable bequests, nor are there

outstanding debts, barring liens on real property, to be paid from the estate. Further, both pleadings

assert that the Mexico Will was made “self-proved as required by Section 251.101 of the Texas

Estates Code.”

However, the Original Application and Amended Application invoke different sections of

the Texas Estates Code to justify the admission of the Mexico Will to probate in Texas. The

Original Application seeks to probate the Mexico Will as a muniment of title.4 But the Amended

4 By definition, a muniment of title is “[d]ocumentary evidence of title, such as a deed or a judgment regarding the ownership of property.” Muniment of Title, BLACK’S LAW DICTIONARY 1038 (7th ed. 1999). One purpose for probating a will as a muniment of title “is to provide continuity in the chain of title to estate properties by placing the will on the public record.” In re Est. of Kurtz, 54 S.W.3d 353, 355 (Tex. App.—Waco 2001, no pet.). Generally, an applicant must file a will as a muniment of title within four years of the testator’s death. See Tex. Est. Code Ann. § 257.054 (requiring proof that four years have not elapsed since the date of testator’s death to probate as muniment of title). But if an applicant can show they were not in “default,” they may file the will after the four-year deadline. See Matter of Estate of Masters, 659 S.W.3d 145, 151 (Tex. App.—El Paso 2022, no pet.). Here, the Original

3 Application seeks to admit the Mexico Will to probate only under § 501.001 of the Texas Estates

Code. That section permits the probate of a foreign will of a testator who was not domiciled in the

state at the time of death if (1) the will would affect property in the state, and (2) the proponent

presents proof that the will was probated in any other U.S. state or foreign nation. Tex. Est. Code

Ann. § 501.001.

B. Dr. Pacheco opposes the filing

Dr. Pacheco filed an opposition to the Amended Application and a separate motion to

dismiss under Texas Rule of Civil Procedure 91a.5 Both motions set out similar legal arguments.

In his motion to dismiss, Dr. Pacheco argued the following reasons why Alfonso’s application to

probate the Mexico Will should be denied as baseless in law and fact:

• Because Georgina was domiciled in Texas at the time of death, the Mexico Will cannot be probated as a foreign will under Chapter 501 of the Texas Estates Code.

• The Mexico Will does not comply with the requirements of § 251.001 of the Texas Estates Code and cannot be admitted as a muniment of title because it is not a statutory will.

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