In the Matter of the Guardianship of Judy R. Semrad, an Incapacitated Person v. the State of Texas

CourtCourt of Appeals of Texas
DecidedAugust 29, 2023
Docket01-21-00491-CV
StatusPublished

This text of In the Matter of the Guardianship of Judy R. Semrad, an Incapacitated Person v. the State of Texas (In the Matter of the Guardianship of Judy R. Semrad, an Incapacitated Person 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 Guardianship of Judy R. Semrad, an Incapacitated Person v. the State of Texas, (Tex. Ct. App. 2023).

Opinion

Opinion issued August 29, 2023

In The

Court of Appeals For The

First District of Texas ———————————— NO. 01-21-00491-CV ——————————— IN THE MATTER OF THE GUARDIANSHIP OF JUDY R. SEMRAD, AN INCAPACITATED PERSON

On Appeal from the County Court at Law No. 4 Fort Bend County, Texas Trial Court Case No. 20-CPR-034009

MEMORANDUM OPINION

Staci Semrad appeals from the county court’s final judgment closing the

guardianship of her late mother. In a dozen issues, she challenges the final judgment

and various rulings the county court made before or after the entry of judgment. For

the reasons explained below, we reverse the county court’s judgment and remand

this cause to the county court for further proceedings consistent with our opinion. BACKGROUND

In 2015, Probate Court No. 1 of Bexar County appointed David Semrad as the

permanent guardian of his wife, Judy Semrad, and as the permanent community

administrator of their community estate.

In 2019, David and Judy moved to Katy to be closer to family, and the

guardianship was transferred to Fort Bend County.

In January 2021, David died. One of David and Judy’s daughters, Staci

Semrad, applied in County Court at Law No. 4 of Fort Bend County to be appointed

successor guardian of Judy’s person and community administrator. Their other

daughter, Tavi Sellers, subsequently applied for appointment as well, resulting in a

contested guardianship proceeding.

Staci and Tavi contemporaneously executed a Rule 11 agreement regarding

the guardianship proceeding. Among other things, they agreed that:

• Staci would be appointed guardian of Judy’s person at the final hearing and would make all treatment and residential decisions in the interim;

• Tavi would be appointed guardian of Judy’s estate at the final hearing, which consisted of a retirement account, motor vehicles, and a home; and

• Tavi, as executor of David’s will, would probate his will so that the home could be sold “in the guardianship and in decedent’s estate.”

Staci and Tavi also agreed the latter would seek appointment of an attorney

ad litem to represent Judy in the contested guardianship proceeding. Tavi did so, and

the county court appointed Alicia Klosowsky as attorney ad litem.

2 In April 2021, Klosowsky moved for the appointment of a guardian ad litem

to represent Judy’s interest. The county court appointed Amber Homolka to this

position, and it directed Homolka to interview Judy, investigate the need for

guardianship, and file a written report concerning Judy’s best interest.

In May 2021, Staci twice supplemented her guardianship application. In her

supplements, she stated she had incurred expenses in caring for her mother. She also

stated she had incurred legal fees due to her need for representation in the

guardianship proceeding. Staci requested reimbursement of her expenses and the

award of her fees.

That same month, the county court held an emergency hearing at Homolka’s

request due to concerns that had been expressed about Judy’s medical care. At the

hearing, the county court heard testimony from three witnesses: Staci, Tavi, and

Homolka. Afterward, the county court discharged Homolka as guardian ad litem and

appointed her as the temporary guardian of Judy’s person. Within a week or so, the

county court also entered an order approving $2,633.75 in fees to Homolka for the

legal services she had rendered in her capacity as guardian ad litem. The court

ordered the county to pay these fees.

Judy died later in May, while the proceeding remained pending.

In early June 2021, Klosowsky applied for payment of her legal fees as

attorney ad litem in the amount of $3,637.50. The county court approved her fee

3 application and ordered this amount to be paid from Judy’s estate. In the same order,

the court discharged Klosowsky as attorney ad litem.

On June 10, Tavi nonsuited her guardianship application.

The same day that Tavi filed her nonsuit, she and Homolka earlier filed a joint

final report seeking to discharge Homolka as temporary guardian and close the

guardianship and community administration. Tavi joined the final report in her

capacity as the independent executor of David’s estate.

On June 11, the county court signed an order approving the joint final report

and decreed that Judy’s “guardianship of the person, her community administration,

and her temporary guardianship are closed.” In the same order, the court also

discharged Homolka as temporary guardian of Judy’s person. A date-time stamp on

the court’s order reflects that it was not filed until June 30.

In the interim between the signing of the order closing the guardianship

proceeding on June 11 and the filing of the order on June 30, Staci filed an

application for reimbursement on June 23. In total, she sought to be reimbursed for

$6,716.69 in expenses from Judy’s estate. This amount primarily consisted of travel

and lodging expenses incurred in caring for Judy during the pendency of the

contested guardianship proceeding. Staci attached various receipts.

Staci contemporaneously filed a separate application for the payment of

attorney’s fees she incurred in the contested guardianship proceeding. She sought

4 $17,772.81. She relied on section 1155.054 of the Texas Estates Code and sought

payment from Judy’s estate. Staci supported her fee application with an affidavit

made by her lawyer and his billing records.

Tavi moved to dismiss Staci’s applications on the ground that Judy’s death

made all guardianship-related matters moot and deprived the county court of

jurisdiction, with the exception of addressing the fees of court-appointed lawyers.

Tavi maintained that Staci’s applications for reimbursement and fees instead had to

be presented to the administrator of Judy’s probate estate.

In response, Staci argued that Tavi had nonsuited her guardianship application

and thus was a nonparty without standing to oppose the relief Staci sought. Staci

further argued that the county court presiding over the guardianship proceeding was

the only forum with the authority to entertain her applications for reimbursement

and fees, even if an award must ultimately be paid out of Judy’s probate estate.

The record does not contain rulings on Staci’s applications for reimbursement

or fees. Nor does it contain a ruling on Tavi’s motion to dismiss these applications.

In early July 2021, Staci moved for reconsideration of the county court’s order

closing the contested guardianship proceeding without considering her applications

for reimbursement and fees. Staci argued that because the court’s order was signed

June 11 but only filed June 30, she did not have the opportunity to object to either

the closure of the guardianship proceeding or the approval of the temporary

5 guardian’s final report. Tavi opposed the motion for reconsideration. Both parties

briefed the issues, primarily focusing on whether the county court had jurisdiction

to consider Staci’s applications for reimbursement and fees after Judy’s death.

The county court held a hearing on Staci’s motion for reconsideration in late

August 2021. Two days later, on August 25, the court denied her motion for

reconsideration. In doing so, the county court explained that it had only ever

appointed a temporary guardian of Judy’s person, but not a guardian as to Judy’s

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