Jeffery I. Rosin, Vinetta Rosin, Berco James Rosin, and Meliora Brielle Rosin, Minors by Next Friend Earle Cobb, Jr. v. the Berco & Leja Rosin Trust, Rose Rosin, Trustee, Individlually and as Independent of the Estate of Bernard Rosin, Rosalyn Rosin, and Stanley Blend

CourtCourt of Appeals of Texas
DecidedJuly 8, 2009
Docket04-08-00601-CV
StatusPublished

This text of Jeffery I. Rosin, Vinetta Rosin, Berco James Rosin, and Meliora Brielle Rosin, Minors by Next Friend Earle Cobb, Jr. v. the Berco & Leja Rosin Trust, Rose Rosin, Trustee, Individlually and as Independent of the Estate of Bernard Rosin, Rosalyn Rosin, and Stanley Blend (Jeffery I. Rosin, Vinetta Rosin, Berco James Rosin, and Meliora Brielle Rosin, Minors by Next Friend Earle Cobb, Jr. v. the Berco & Leja Rosin Trust, Rose Rosin, Trustee, Individlually and as Independent of the Estate of Bernard Rosin, Rosalyn Rosin, and Stanley Blend) 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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Jeffery I. Rosin, Vinetta Rosin, Berco James Rosin, and Meliora Brielle Rosin, Minors by Next Friend Earle Cobb, Jr. v. the Berco & Leja Rosin Trust, Rose Rosin, Trustee, Individlually and as Independent of the Estate of Bernard Rosin, Rosalyn Rosin, and Stanley Blend, (Tex. Ct. App. 2009).

Opinion

i i i i i i

MEMORANDUM OPINION

No. 04-08-00601-CV

Jeffery I. ROSIN, Vinetta Rosin, Berco James Rosin and Meliora Brielle Rosin, Minors By Next Friend Earle Cobb, Jr., Appellants

v.

THE BERCO & LEJA ROSIN TRUST, Rose Rosin, Trustee, Individually, and as Independent Executrix of the Estate of Bernard Rosin, Deceased, Rosalyn Rosin, and Stanley Blend, Appellees

From the Probate Court No. 1, Bexar County, Texas Trial Court No. 2004-PC-3255 Honorable Polly Jackson Spencer, Judge Presiding

Opinion by: Karen Angelini, Justice

Sitting: Catherine Stone, Chief Justice Karen Angelini, Justice Phylis J. Speedlin, Justice

Delivered and Filed: July 8, 2009

DISMISSED IN PART FOR LACK OF JURISDICTION, AFFIRMED IN PART

This appeal from the probate court is brought by two sets of appellants. First, Berco James

Rosin and Meliora Brielle Rosin, minors, by next friend, Earle Cobb, Jr., appeal the trial court’s

granting of a motion in limine in a will contest case in which the trial court found that the two minors 04-08-00601-CV

lacked standing to contest their grandfather’s will. Second, Jeffery Rosin and Vinetta Rosin appeal

the trial court’s granting of summary judgment on the basis of limitations in their suit for an

accounting of a trust and for damages. After the notice of appeal was filed, appellees filed a motion

to dismiss the appeal as to Berco James Rosin and Meliora Brielle Rosin, minors by next friend,

Earle Cobb, Jr. We grant the motion to dismiss and affirm the trial court’s summary judgment as to

Jeffery Rosin and Vinetta Rosin.

MOTION TO DISMISS

Berco James Rosin and Meliora Brielle Rosin (“the minor plaintiffs”) are Bernard Rosin’s

grandchildren. Bernard died in 2004, and his will was admitted to probate. In 2006, the minor

plaintiffs filed a will contest in the probate court against Rose Rosin, individually and as independent

executrix of the Estate of Bernard Rosin, Rosalyn Rosin, individually, and Stanley L. Blend,

individually (“appellees”). Rose is Bernard’s widow, Rosalyn is Rose and Bernard’s daughter, and

Stanley L. Blend is an attorney who represented Bernard’s estate. Also in 2006, Jeffery Rosin, who

is Rose and Bernard’s son and the father of the minor plaintiffs, along with his wife Vinetta Rosin,

filed a petition in district court for accounting and for damages against Rose, individually and as

trustee for the Berco and Leja Rosin Trust. Berco and Leja Rosin were Bernard’s parents and

Jeffery’s grandparents. That suit was then transferred to the probate court and was consolidated with

the cause involving Bernard’s estate.

Appellees filed a motion in limine as to the minor plaintiffs’ claims, contending that the

minor plaintiffs lacked standing to contest the will because they were not interested persons pursuant

to the express terms of the will. The trial court conducted a hearing and granted the motion in limine.

In its order dated July 13, 2007, the trial court found that the minor plaintiffs did not have standing

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to contest Bernard’s will or to seek damages related to the contest of the will because they were not

interested persons. The court dismissed the minor plaintiffs’ claims with prejudice. The minor

plaintiffs took no steps to appeal the granting of the motion in limine until after summary judgment

was granted against Jeffery and Vinetta in their suit for an accounting and damages. That order was

signed by the trial court on May 7, 2008.

Appellees have now filed a motion to dismiss the minor plaintiffs’ appeal as untimely,

arguing that the granting of the motion in limine on July 13, 2007, was a final and appealable order.

Therefore, according to appellees, the notice of appeal, which was filed on June 19, 2008, was

untimely. The minor plaintiffs respond that the order granting the motion in limine was an

interlocutory order. Further, they argue that because there was no severance, the trial court’s July 13,

2007, order granting the motion in limine did not become final until all parties and claims were

disposed of on May 7, 2008, through the trial court’s signing of the summary judgment.

Final orders from the probate court are appealable to the courts of appeals. TEX . PROB. CODE

ANN . § 5(g) (Vernon Supp. 2008). To authorize an appeal in a probate matter, however, “it is not

necessary that the decision, order, decree, or judgment referred to therein be one [that] fully and

finally disposes of the entire proceeding.” Crowson v. Wakeham, 897 S.W.2d 779, 781 (Tex. 1995).

“[I]t must be one [that] finally disposes of and is conclusive of the issue or controverted question for

which that particular part of the proceedings is brought . . . .” Id. Recognizing the confusion caused

by the manner in which probate appeals have been treated, the supreme court adopted the following

test for probate appeals:

If there is an express statute, such as the one for the complete heirship judgment, declaring the phase of the probate proceedings to be final and appealable, that statute controls. Otherwise, if there is a proceeding of which the order in question may

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logically be considered a part, but one or more pleadings also part of that proceeding raise issues or parties not disposed of, then the probate order is interlocutory.

Id. at 783.

There is no express statute that declares an order dismissing a plaintiff’s claim for lack of

standing to be final and appealable. See A & W Indus. v. Day, 977 S.W.2d 738, 740 (Tex. App.—Fort

Worth 1998, no pet.). The proceeding involving the minor plaintiffs related to their contesting

Bernard’s will. Once the trial court found that the minor plaintiffs lacked standing to bring the will

contest, all issues in the phase of the proceeding for which it was brought had been disposed by the

trial court. Id.; see also Womble v. Atkins, 331 S.W.2d 294, 297 (Tex. 1960) (holding that in probate

action, dismissal because party is not an interested person is a final, appealable judgment). Thus, the

order granting the motion in limine was a final appealable order, and the minor plaintiffs’ notice of

appeal was untimely. We, therefore, grant the appellees’ motion to dismiss the minor plaintiffs’

appeal for lack of jurisdiction.

We note that appellees, in their motion to dismiss the appeal, have also requested fees and

costs, arguing that the minor plaintiffs’ appeal is frivolous. See TEX . R. APP . P. 45. The minor

plaintiffs, represented by their next friend and attorney, Earle Cobb, apparently were acting under

the assumption, albeit incorrect, that a severance was necessary in order to make the order of

dismissal a final appealable judgment. Under these circumstances, we decline to assess fees and

costs.

Additionally, in their response to the motion to dismiss the appeal, the minor plaintiffs have

moved to disqualify appellees’ attorneys “because they are witnesses and represent conflicting

interests.” We find nothing in the record upon which to order disqualification and, therefore, we deny

the motion.

-4- 04-08-00601-CV

MOTION FOR SUMMARY JUDGMENT

A. Standard of Review

To obtain a traditional summary judgment, a party moving for summary judgment must show

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Jeffery I. Rosin, Vinetta Rosin, Berco James Rosin, and Meliora Brielle Rosin, Minors by Next Friend Earle Cobb, Jr. v. the Berco & Leja Rosin Trust, Rose Rosin, Trustee, Individlually and as Independent of the Estate of Bernard Rosin, Rosalyn Rosin, and Stanley Blend, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jeffery-i-rosin-vinetta-rosin-berco-james-rosin-and-meliora-brielle-texapp-2009.