Jerry Valdez v. Bruce Robertson, Jr.

• Court: Court of Appeals of Texas
• Decided: March 20, 2015
• Docket: 01-14-00563-CV
• Status: Published

Opinion

ACCEPTED 01-14-000563-cv FIRST COURT OF APPEALS HOUSTON, TEXAS 3/20/2015 5:07:56 PM CHRISTOPHER PRINE CLERK

CAUSE NO. 01-14-000563-CV IN THE COtJRT OF APPEALS FIRST COURT OF APPEALS DISTRICT FILED IN HOUSTON, TEXAS 1st COURT OF APPEALS HOUSTON, TEXAS 3/20/2015 5:07:56 PM CHRISTOPHER A. PRINE Clerk

JERRY VALDEZ, Appellant

vs.

BRUCE ROBERTSON, JR., Appellee

APPEALED FROM PROBATE COURT NUMBER TWO BEXAR COUNTY, TEXAS TRIAL COURT NO. 2008-PC-3026 HONORABLE JOHN A. HUTCHISON, III, TRIAL JUDGE

APPELLANT'S AMENDED BRIEF

ARMANDO TREVINO State Bar No. 20211100 1519 Washington St., Suite One Laredo, Texas 78040-0544 Tel: (956) 726-1638 Email: armandotrevinolaw@hotmail.com Attorney for Appellant CAUSE NO. 01-14-000563-CV IN THE COURT OF APPEALS FIRST COURT OF APPEALS DISTRICT HOUSTON, TEXAS

APPEALED FROM PROBATE COURT NUMBER TWO BEXAR COUNTY, TEXAS TRIAL COURT NO. 2008-PC-3026 HONORABLE JOHN A. HUTCHISON, III, TRIAL JUDGE

ARMANDO TREVINO State Bar No. 20211100 1519 Washington St., Suite One Laredo, Texas 78040-0544 Tel: (956) 726-1638 E-mail: armandotrevinolaw@hotmail.com Attorney for Appellant

ii IDENTITY OF PARTIES AND COUNSEL

JERRY VALDEZ Appellant

ARMANDO TREVINO Attorney for Appellant SBN 20211100 1519 Washington, Suite One Laredo, Texas 78040 Tel: (956) 726-1638 Email: am1andotrevinolawC(ilhotmail.com

BRUCE ROBERTSON, JR. Appellee

BRUCE ROBERTSON, JR. Attorney Pro Se SBN 17078000 8100 Broadway, Suite 102 San Antonio, Texas 78209 Tel: (210) 225-4001 Fax: (210) 227-2417

CLEMENS & SPENCER Attorneys for Appellee GEORGE H. SPENCER, JR. SBN 18821001 112 E. Pecan, Suite 1300 San Antonio, Texas 78205 Tel: (210) 227-7121 Fax: (210) 227-0732

iii INDEX OF AUTHORITIES

Page(s)

Cases

Allen v. Nesmith, .................................................................................. . 15 525 S.W. 2d 963 (Tex. App. - Houston [1 st Dist.] 1975 writ refd n.r.e. 531 S.W. 2d 330 (Tex. 1975)

Bank of Tex. V. Mexia, ........................................................ . 6 rd 135 S.W. 3 356,362 (Tex. App. - Dallas 2004, pet. denied)

Boyles v. Gresham, ............................................................ .. 15 263 S.W. 2d 935 (Tex. 1954)

Brooks v. Northglen Ass'n, ................................................... . 12 141 S.W. 3rd 138 (Tex. 2004)

Cooper v. Texas Gulf Indus., ................................................. , 6, 7, 10. 12 513 S.W. 2d 200 (Tex. 1947)

Cox v. Johnson, .................................................................. 7 638 S.W. 2d 867 (Tex. 1982)

Jones v. LaFargue, ........................................................... ... 10 758 S.W. 2d 320 (Tex. App. - Houston [14th Dist.] 1988, no writ

Laros v. Hartman, ............................................................... 6 260 S.W. 2d 22 (Tex. 1947)

Long v. Thomason, ............................................................. 6 202 S.W. 2d 212 (Tex. 1947)

Longoria v. Exxon Mobil Corp., .............................................. 8, 12 255 S.W. 3rd 174 (Tex. App. - San Antonio 2008, pet. denied)

Paradigm Oil, Inc. v. Retamco Operators, Inc., ............................. 8 372 S.W. 3rd 177 (Tex. 2012)

iv INDEX OF AUTHORITIES

Pledger v. SchoeUkopf, ......................................................... 8 762 S.W. 2d 145 (Tex. 1988)

Pulte v. Gregory, ................................................................ 10 629 S.W. 2d 919 (Tex. 1982)

Schott v. Oppenheimer, ..... ..... ......... ..................... ... .............. 8 344 S.W. 2d 250 (Tex. App. - San Antonio 1861, writ refd n.r.e.)

Simpson v. Afton Oaks Civic Club, Inc., .................................... 8 145 S.W. 3rd 169 (Tex. 2004)

Triestman v. Kilgore, ............................................................ 15 838 S.W. 2d 547 (Tex. 1992)

In re Estate of Wilson, .......................................................... 6 252 S.W. 3rd 708, 712 (Tex. App. - Texarkana 2008, no pet.)

Wojcik v. Wesolick, 97 S.W. 3rd 335 (Tex. App. - Houston [l4th Dist.] 6, 7 2003, no pet.

Statutes and Rules

Probate Code §3(r) ................................................................. ....... 3, 6, 10, 14 §10 ........................................................................ 3,6 §33 .................. ....................................................... 5,7 §59 ......................................................................... 6

v INDEX OF AUTHORITIES

Rules of Civil Procedure 39 ..................................................................... ...... 3, 5, 6,7,9 10-13 41 ....................................................................... ... 8, 12 93.2 and 93.4 . ... ... ... ........... .......... ..... ....... ....... ............ . 8

vi TABLE OF CONTENTS

Title Page. . . . . . . . .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... 11

Identity of Parties and Counsel ................................................ 111

Index of Authorities ............................................................. IV

Table of Contents ................................................................ VB

Statement of the Case. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ....... 1

Statement of Facts ............................................................... 1

Issues Presented ................................................................. 5

Summary of the Argument ..................................................... 6

Argument

First Issue. . . . . . . . . . . .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 7 The Trial Court erred when it dismissed the application of JERRY VALDEZ to admit the Will of MARTHA JANE VALDEZ into probate.

Second Issue ............................................................. 13 BRUCE ROBERTSON, JR. does not have standing to contest the application to admit the 1997 Will into probate.

Third Issue ................................................................ 14 The Trial Court should have admitted the Will of MARTHA JANE VALDEZ because it met the requirements of Probate Code §59 for a self-proving Will and the Will was not being contested by anyone who had standing to contest the Will.

vii TABLE OF CONTENTS

Prayer ............................................................. ................ 15

Certificate of Service ........................................................... 16

Certificate of Compliance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . 17

Appendix

viii STATEMENT OF FACTS

This case pertains to the probate of the estate of MARTHA JANE VALDEZ,

who died on September 30,2008, at the age of98 and was survived by 12 children.

DOROTHY MELLO's WILL CONTEST

On October 10, 2008, Appellant JERRY VALDEZ filed an application to

probate the February 22, 1997, self-proving Last Will and Testament of MARTHA

JANE and to be appointed Independent Executor of the Will (CR 36, App. Exh. K).

VALDEZ is the principal beneficiary of MARTHA JANE's estate under the Will.

DOROTHY H. MELLO, one of the surviving children, filed a contest to the Will

through her then attorney Appellee BRUCE ROBERTSON, JR (App. Exh. K). A

jury trial was held, at which DOROTHY, her sisters ANGIE CONTRERAS, and

ESTELLA PENA, testified, as well as DEBBIE ZAMARRIPA, and GERALDINE

SMITH, grandchildren of MARTHA JANE. Also present at the trial were OLIVIA

VALDEZ, JESSE VALDEZ, JULIO VALDEZ and GEORGE VALDEZ, other

children of MARTHA JANE (App. Exh. K). The jury returned a verdict sustaining

DOROTHY H. MELLO's will contest, and JERRY VALDEZ appealed to the

Fourth Court of Appeals in Cause No. 04-13-00854-CV. While the appeal was

pending, DOROTHY H. MELLO discharged ROBERTSON and withdrew her

contest to the Will. The Court of Appeals, after noting there was no opposition to

the dismissal of DOROTHY's will contest dismissed the appeal (App. Exh. K).

1 ROBERTSON's WILL CONTEST

Appellee ROBERTSON filed a contest to the Will and to the appointment of

VALDEZ as Independent Executor (CR 42, App. Exh. B), saying that he had

standing through a judgment he had obtained against MARTHA JANE's estate on

December 23, 2009, in Cause No. 2007-PC-2303, Estate of MARTHA JANE

VALDEZ, An Incapacitated Person, in Probate Court Number Two of Bexar

County, Texas.

VALDEZ objected to the contest, pointing out that the December 23, 2009,

was on appeal in the Fourteenth Court of Appeals under Cause No. 14-10-00323-

CV and was not final. The Fourteenth Court of Appeals set aside the December 23,

2009, judgment and remanded the case for ROBERTSON to prove what attorney's

fees, if any, he was owed by MARTHA JANE's estate (CR 79, App. Exh. 10. Judge HUTCHISON entered an order that ROBERTSON had standing to contest

the Will (App. Exh. F). On June 19, 2012, a final judgment was entered denying

ROBERTSON's claim against the guardianship estate (CR 73, App. Exh. G), and

ROBERTSON did not appeal.

ROBERTSON made a second attempt to obtain standing to contest the Will

by filing a claim against Decedent's estate. The court-appointed temporary

administrator denied the claim (App. Exh. G) and ROBERTSON then filed suit

against the court-appointed administrator even though ROBERTSON, who is

2 board-certified and has vast experience in probate matters, knew that the court-

appointed administrator was protected by statutory immunity. The administrator

waived compensation and withdrew from the case. In spite of all of the above

Judge HUTCHISON continues to maintain that ROBERTSON has standing to

contest the Will and to object to the appointment of VALDEZ as Independent

Executor.

DISMISSAL OF THE APPLICATION

ROBERTSON wrote to the Trial Court and asked that the heirs of

MARTHA JANE who had not been joined be made parties to the probate of the

estate but did not file a plea in abatement. The Trial Court agreed and, ostensibly

acting under the authority of Rule 39 Tex. R. Civ. Proc. Ann., ordered VALDEZ to

join as parties all heirs of MARTHA JANE (CR 45, App. Exh. C). VALDEZ

responded, saying that all of the heirs of MARTHA JANE were already parties

pursuant to §§3(r), 10, 37 and 38 of the Probate Code and that he had already

notified all of the living children of MARTHA JANE of his application to probate

the estate and to admit the February 22, 1997, self-proving will into probate (CR

63, App. Exh. D). The Trial Court disagreed with the response of VALDEZ and

dismissed the application to probate the 1997 Will on May 21,2014 (CR 79, App.

Exh. E).

3 FAILURE TO APPROVE THE WILL

VALDEZ filed pleadings asking Judge HUTCHISON to admit the Will into

probate, pointing out (l) that the Will met the requirements of Section 59 of the

Probate Code for a self-proving Will, (2) none of the heirs of MARTHA JANE

were contesting the Will and had even waived their rights to contest the Will, and

(3) ROBERTSON did not have standing to contest the Will (CR 63,69). The Trial

Court refused the request by VALDEZ (CR 79, App. Exh. K).

4 ISSUES PRESENTED FOR REVIEW

First Issue: The Trial Judge erred when he held that he had authority under

Rule 39 of the Texas Rules of Civil Procedure to dismiss the application to probate

the Will because Appellant had failed to join all of the heirs of MARTHA JANE

VALDEZ as parties to the application. This case is governed by the Probate Code

and under the unambiguous language of Tex. Prob. Code Ann §33, it was not

necessary to join all heirs of the Decedent.

Second Issue: BRUCE ROBERTSON, JR. does not have standing to contest

the application to admit the 1997 Will into probate.

Third Issue: The Trial Court should have admitted the Will of MARTHA

JANE VALDEZ into probate because it met the requirements of Probate Code §59

for a self-proving will and the will was not being contested by anyone who had

standing to contest the will.

5 SUMMARY OF THE ARGUMENT

The Trial Court erred in dismissing the suit, which is a probate proceeding

governed by Section 33(a) of the Probate Code and not by Rule 39 of the Texas

Rules of Civil Procedure, and even then Rule 39(b) authorized the Court to retain

jurisdiction of the case and to enter judgment as to the persons who were parties to

the suit. See Wojcik v. Wesolick, 97 S.W. 3rd 335, 337-338 (Tex. App. - Houston

[14 th Dist.] 2003, no pet.) in which the Court held that the Probate Code did not

require the joinder of all interested parties in will contests, and Rule 39 of the

Texas Rules of Civil Procedure on joinder of parties needed for just adjudication

did not apply because it conflicted with the unambiguous language of the Probate

Code. See also In re Estate of Wilson, 252 S.W. 3rd 708, 712 (Tex. App. -

Texarkana 2008, no pet.); Bank of Tex. v. Mexia, 135 S.W. 3rd 356, 362 (Tex.

App. - Dallas 2004, pet. denied); Cooper v. Texas Gulf Indus., 513 S.W. 2d 200,

203 (Tex. 1947).

Appellee does not have standing to contest the Will. He is not an heir of

Decedent, nor is he a confirmed creditor, therefore he does not meet the definition

of an interest person as set out in Section 3(r) of the Probate Code nor does he meet

the requirements of a contestant pursuant to Section 10 of the Probate Code as to

persons entitled to contest probate proceedings. See Laros v. Hartman, 260 S.W.

2d 592,595 (Tex. 1953); Long v. Thomason, 202 S.W. 2d 212,215 (Tex. 1947).

6 The Trial Court had a ministerial duty to admit the 1997 Will into probate

because (1) it met the requirements for a self-proving will and (2) no interested

person was contesting the Will. See Probate Code §§10 and 59.

First Issue: The Trial Judge erred when he held that he had authority under

Rule 39 of the Texas Rules of Civil Procedure to dismiss the application to probate

the Will because Appellant had failed to join all of the heirs of MARTHA JANE

VALDEZ as parties to the application. This case is governed by the Probate Code

and under the unambiguous language of Tex. Prob. Code Ann §33(a), it was not

necessary to join all heirs of the Decedent as parties.

Argument and Authorities

The Trial Judge erred when he held that Rule 39 of the Texas Rules of Civil

Procedure Annotated authorized him to dismiss the application of Appellant to

probate the Will (CR 45, 75, 79). This is a probate case and Article 33(a) of the

Probate Code trumps Rule 39 Tex. R. Civ. Proc. because the unambiguous

language of Tex. Prob. Code Ann. says it is not necessary to join any person as a

party or give notice of probate proceedings unless the Texas Probate Code

expressly so provides, and no provision of the Texas Probate Code expressly

provides that will contestants must join or give notice to all will beneficiaries or

any other parties. See Rule 39 Tex. R. Civ. Proc.; Art. 33(a) Texas Probate Code;

7 rd Wojcik v. Wesolick, 97 S.W. 3 335 (Tex. App. - Houston [14th Dist.] 2003, no

pet.). See also Cooper v. Texas Gulf Indus., 513 S.W. 2d 200, 203 (Tex. 1947);

Cox v. Johnson, 638 S.W. 2d 867, 868 (Tex. 1982); Simpson v. Afton Oaks Civic

Club, Inc., 145 S.W. 3rd 169, 170 (Tex. 2004).

PRECEDENTIAL VALUE

A panel adjudicating a case is bound by the precedent set in a prior opinion

unless the prior opinion has been overruled by the Texas Supreme Court or by an

en banc opinion of the same court of appeals. See Paradigm Oil, Inc. v. Retamco

Operators, Inc., 372 S.W. 3rd 177, 185 (Tex. 2012). A fortiori, Trial Judges,

attorneys and litigants are required to abide by the decisions of the Fourth Court of

Appeals in cases tried within the Fourth Court of Appeals District. See Longoria v.

Exxon Mobil Corp., 255 S.W. 3rd 174, 180 (Tex. App. - San Antonio 2008, pet.

denied); Schott v. Oppenheimer, 344 S.W. 2d 250, 251 (Tex. App. - San Antonio

1961, writ ref'd n.r.e.) (defining persons who are interested in an estate as heirs).

No Plea In Abatement

Assuming arguendo that Appellee ROBERTSON had standing, he failed to

file a plea in abatement. When a party complains that there has been a misjoinder

of parties such as the failure to join an indispensable party, a verified plea in

abatement must be filed. See Rules 41, 93.2, 93.4 of the Texas Rules of Civil

Procedure; Pledger v. Schoellkopf, 762 S.W. 2d 145, 146 (Tex. 1988).

8 When VALDEZ filed his second application to admit the 1997 Will into

probate, ROBERTSON filed his amended contest of the Will and asked the Court

to order VALDEZ to join all the heirs of MARTHA JANE as parties (CR 42). The

Court agreed and entered an order saying that it was acting under the authority of

Rule 39 of the Texas Rules of Civil Procedure and ordered Appellant to join all of

the heirs of MARTHA JANE as parties (CR 45, App. Exh. C). VALDEZ

responded by saying: (l) all of the heirs of MARTHA JANE were already parties

by virtue of Sections 3(4), 10,37 and 38 of the Probate Code; (2) he had on various

occasions served all of the living children of MARTHA JANE with a copy of the

1997 Will and of his application to probate the Will; (3) DOROTHY H. MELLO

had filed a contest to the Will and had appeared at a jury trial with several of her

siblings in support of the Will Contest but had subsequently withdrawn her contest

to the Will and the Court of Appeals, noting there was no opposition, had

dismissed the contest to the Will (App. Exh. 1<); and (4) cited Rule 39 and Supreme

Court and Court of Appeals cases proving that the Trial Court did not have

authority to dismiss the application (CR 63, App. Exh. D).

A judicious review of the legal authorities applicable to the case readily

discloses that the Trial Court did not have the authority to dismiss the application

to probate the Will. If the 1997 Will is valid, JERRY VALDEZ is the main

beneficiary of the estate. If the Will is invalid, the children (or their survivors) are

9 entitled to an equal share of the estate under Section 38 of the Probate Code. An

allegation of a Constitutional violation is reviewed from a Constitutional

perspective and not through an abuse of discretion standard.

RULE 39

Neither the Rules of Civil Procedure nor the Probate Code allow a Trial

Court to dismiss the application to probate the Will upon the Trial Court's whim or

fancy, and the Court misapplied Rule 39 when it dismissed the application of

VALDEZ. It is not necessary that all of the heirs of MARTHA JANE be made

parties. See Cooper v. Texas Gulf Indus., 513 S.W. 2d 200, 203 (Tex. 1974); PuIte

v. Gregory, 629 S.W. 2d 919, 920 (Tex. 1982); Jones v. La Fargue, 758 S.W. 2d

320, 324 (Tex. App. - Houston [14th Dist.] 1988, no writ).

There are several equally valid reasons that prove the Trial Court committed

reversible error when it dismissed the lawsuit:

Reason No.1: The dismissal violated Article 1, Section 13 and 19 of the

Texas Constitution by denying to JERRY VALDEZ and his siblings open access to

a Texas Court and by denying them due process of law in denying them this right

to whatever property they are entitled to receive from Decedent's Estate.

Reason No.2: All of the heirs of MARTHA JANE were already parties as a

matter oflaw pursuant to §3(r) of the Probate Code.

10 Reason No.3: All of the children of MARTHA JANE named in the Will

were already parties as a matter of law under §37 of the Probate Code if the Will is

valid.

Reason No.4: All of the heirs of MARTHA JANE are parties as a matter of

law pursuant to §38 of the Probate Code if it is determined that MARTHA JANE

died intestate.

Reason No.5: DOROTHY H. MELLO and all of the other children of

MARTHA JANE who have made an appearance whether at the original will

contest of DOROTHY H. MELLO or at any other time are already parties.

Reason No.6: All of the children of MARTHA JANE who have been served

with a notice of the will contest by JERRY VALDEZ are already parties.

Reason No.7: The Trial Court violated and ignored Rule 39(a) of the Texas

Rules of Civil Procedure that says in relevant part: "If (a person to be joined has

not been joined) the court shall order that he be made a party." The language is

clear, unambiguous, and places the burden on the Trial Court to order the joinder.

All it would have taken was an order signed by the Trial Court - which already had

the names and addresses of all the children of decedent - to enter an order saying

that they were now joined as parties and for the Clerk of the Probate Court to serve

each of them with a copy of the order. There is nothing in §39(a) which says that

the court shall order the plaintiff, the applicant, or any contestant to join all the

11 other children of Decedent as parties. See Rule 39(a) Tex. R. Civ. Proc.; Rule 41

Tex. R. Civ. Proc. ("Misjoinder of parties is not ground for dismissal of an

action"); Brooks v. Northglen Ass'n, 141 S.W. 3rd 158, 162 (Tex. 2004); Cooper v.

Texas Gulf Indus., 513 S.W. 2d 200, 204 (Tex. 1974); Longoria v. Exxon Mobil

Corp., 255 S.W. 3rd 174, 180 (Tex. App. - San Antonio 2008, pet. denied).

Reason No.8: Whether from lack of interest, desire to avoid litigation, ill

health, penury, or agreement to have the will probated, no child of MARTHA

JANE is contesting the Will.

Reason No.9: Instead of dismissing the suit, the Trial Court should have

honored and abided by the spirit, letter and intent of Rules 39(b) and 41 of the

Texas Rules of Civil Procedure and should have pursued the resolution of

VALDEZ to admit the Will into probate. Instead of dismissing the suit the Trial

Court should have determined in equity and good conscience to proceed among the

parties already before it. See Brooks, Cooper, and Longoria, supra.

The Court of Appeals should set aside the order of dismissal and remand the

case for further proceedings to determine the validity of the Will and to probate

Decedent's Estate and settle the estate.

Conclusion As To Issue Number One

The Trial Judge in this case is the Honorable JOHN A. HUTCHISON, III, a

former statutory probate judge with expertise in Texas probate law who knew, or

12 by the exercise of reasonable diligence should have known, that Section 33 of the

Probate Code trumps Rule 39 of the Texas Rules of Civil Procedure, and that

Section 33 in combination with Rule 39(b) did not allow him to dismiss the

application to probate the estate or the admission of the 1997 Will but instead

authorized him to proceed as to the parties already joined.

Second Issue: BRUCE ROBERTSON, JR. does not have standing to

contest the application to admit the 1997 Will into probate.

Appellee BRUCE ROBERTSON, JR. contested the application to admit the

1997 Will and to be appointed Independent executor filed by JERRY VALDEZ;

ROBERTSON claimed he had standing because of a judgment entered in his favor

and against the guardianship estate of MARTHA JANE VALDEZ on December

23,2009, in Probate Court Number Two of Bexar County.

VALDEZ responded that the judgment was on appeal and was not final. For

legally unsound and unfathomable reasons, the Trial Court held that ROBERTSON

had standing. The December 23, 2009, was set aside by the 14th Court of Appeals

under Cause No. 10-14-00323-CV, and the case was remanded for ROBERTSON

to prove what fees and expenses, if any, he was owed by the Guardianship Estate.

Probate Court Number Two held evidentiary hearings and held that ROBERTSON

did not have a valid claim against the Guardianship Estate (CR 73, App. Exh. G).

13 ROBERTSON then filed a claim against Decedent's Estate, which was rejected by

the court-appointed Temporary Administrator. ROBERTSON has repeatedly filed

specious, spurious, bad-faith pleadings that his contract to represent MELLO in her

application for appointment as guardian of MARTHA JANE was also a contract

authorizing ROBERTSON to represent MARTHA JANE. NO jurisconsult,

reasonable and competent attorney, Court or Justice - nay, not even a first-year law

student - would agree with Appellee that his contract to represent MELLO was

tantamount to a contract to represent the estate of MARTHA JANE VALDEZ.

The Trial Court obdurately and unreasonably refused to set aside its order

that ROBERTSON had standing to contest the Will. Au contraire, the evidence is

clear and the proof is ineluctable that ROBERTSON was not a contestant but was a

mere interloper. See Sections 3(r) and 10 of the Probate Code; Womble v. Atkins,

331 S.W. 2d 294,297-98 (Tex. 1960); Logan v. Thomason, 202 S.W. 2d 212,215

(Tex. 1947) (One who claims a pecuniary interest that will not be affected by the

probate or defeat of a will, is not a "person interested" in an estate).

Third Issue: The Trial Court had a ministerial duty to admit the 1997 Will

into probate because the Will met the requirements of Section 59 of the Probate

Code and there was no valid contest to the admission of the Will.

14 Argument and Authorities

JERRY VALDEZ applied to have the 1997 Will of MARTHA JANE

VALDEZ admitted into probate (CR 16, App. Exh. K). The Will meets the

requirements of a self-proving Will. See §59 of the Probate Code; Boyles v.

Gresham, 263 S.W. 2d 935, 939 (Tex. 1954); Triestman v. Kilgore, 838 S.W. 2d

547, 547 (Tex. 1992); Allen v. Nesmith, 525 S.W. 2d 943, 945 (Tex. App. -

Houston [1 st Dist.] 1975) writ ref'd n.r.e. 531 S.W. 2d 330 (Tex. 1975) (Purpose of

the attestation clause, considering the evidence in favor of the proponent). No

person interested in Decedent's Estate filed a contest to the Will after VALDEZ

submitted his second application to probate the Will and the Trial Court had a

ministerial duty to admit the Will into probate.

PRAYER

Premises Considered, Appellant JERRY VALDEZ prays:

1. That the May 21,2014, order dismissing his application to probate the

Will be set aside and the case be remanded to the Trial Court for further

proceedings, with costs of the appeal assessed against Appellee BRUCE

ROBERTSON, JR.;

2. That the order holding that Appellee has standing to contest the Will

and the appointment of JERRY VALDEZ as Independent Executor be set aside

and held for naught;

15 3. That the 1997 Will be admitted into probate; and

4. That the Court of Appeals enter such other orders as may be

appropriate.

Respectfully submitted, /

/. . ,i !! ~ '

ARMANDO TREVINO' State Bar No. 20211100 1519 Washington St., Suite One Laredo, Texas 7804Q-0544 Tel: (956) 726-1638 Fax: (956) 726-2034 Email: annandotrevinolaw@hotmail.com Attorney for Appellant

CERTIFICATE OF SERVICE

A true copy of the above document was served on the _ _ day of March,

2015, on BRUCE ROBERTSON, JR., 8100 Broadway, Suite 102, San Antonio,

Texas 78209; and on GEORGE H. SPENCER, JR., GEORGE H. SPENCER, JR.,

112 E. Pecan, Suite 1300, San Antonio, Texas 78205.

/ ' , I

ARMANDO TREVINO

16 CERTIFICATE OF COMPLIANCE

Relying on the word count function in the word processing software used to

produce this document, I certify that the number of words in this Petition

(excluding any caption, identity of parties and counsel, statement regarding oral

argument, table of contents, index of authorities, statement of the case, statement

of issues presented, statement of jurisdiction, statement of procedural history,

signature, proof of service, certification, certificate of compliance and appendix) is

2,504.

, ; / ,c//

ARMANDO TREVI~97 /'

17 CAUSE NO. Ol-14-000563-CV IN THE COURT OF APPEALS FIRST COURT OF APPEALS DISTRICT HOUSTON, TEXAS

APPENDIX LIST OF EXHIBITS IN THE APPENDIX

EXHIBIT DESCRIPTION A. Amended Application To Probate Will B. ROBERTSON's Amended Will Contest C. Order To Join All Heirs As Parties D. Response To Order To Join All Heirs E. May 21,2014, Order of Dismissal F. Approval of ROBERTSON's Standing As Contestant G. June 20, 2011, Denial Of ROBERTSON's Claim H. Rejection of ROBERTSON's Claim I. Rule 39, Texas Rule of Civil Procedure J. Art. 33, Probate Code K. Affidavit of Appellant JERRY VALDEZ L. Excerpts from July 22, 2013, Reporter's Record

VERIFICATION OF EXHIBITS STATE OF TEXAS § COUNTY OF BEXAR § My name is ARMANDO TREVINO. I am the attorney for Appellant JERRY VALDEZ. I hereby verify that each of the above Exhibits is an original or a true copy of the original of a record in this cause.

ARMANDO TREVrno--°'" -- II, SUBSCRIBED AND SWORN to before me on this the . 1.< day of March, 2015.

Notary, ublic State fTexas Exhibit A

Amended Application To Probate Will CAUSE NO. 2008-PC-3026 'TV ~, " J P 4: ':;:1(1) I

ESTATE OF IN PROBATE C9pRT ' . Ti:OFF V'._ • t COUR t;::-'.' .;~·. TEXt MARTHA JANE VALDEZ, NUMBERt>~ . ._- ~~! ;--

DECEASED BEXAR COUNTY, TEXAS

SECOND AMENDED APPLICATION TO PROBATE 1997 WILL

TO THE HONORABLE JUDGE OF SAID COURT:

Comes Now JERRY VALDEZ and files this Second Amended Application

to probate the self-proving February 22, 1997, Last Will and Testament of

MARTHA JANE VALDEZ. In support thereof Applicant shows:

1. This amended application takes the place of the original and

previously amended applications. Rules 63,64 and 65 Tex. R. Civ. Proc.

2. Applicant asks the Court, pursuant to Rule 201 Tex. R. Ev., to take

judicial notice of the following:

a. The self-proving February 22, 1997, Last Will and Testament

of MARTHA JANE VALDEZ, that is on file in the records of this Cause.

b. DOROTHY H. MELLO - and only DOROTHY H. MELLO -

filed a contest to the 1997 Will but later withdrew the contest to the Will and the

Fourth Court of Appeals issued its mandate in Cause No. 04-10-00417-CV

1 112010. MJV, ESTATE, SECOND AMENDED APPUCAnON TO PROBATE 1997 Will approving the withdrawal of the contest of the Will. A copy of the August 11,

2010, Mandamus Opinion and mandate are on file in the records of this cause.

c. The June 9, 2010, Settlement Agreement between DOROTHY

H. :MELLO and JERRY VALDEZ.

3. Applicant JERRY VALDEZ is an individual interested in this Estate.

He resides at 3315 Buena Vista, San Antonio, Texas. The Will being offered for

probate names JERRY VALDEZ as the Independent Executor and his wife MARY

ALICE VALDEZ as the Alternate Independent Executor. MARY ALICE

VALDEZ resides at 9126 Summer Wind, San Antonio, Texas.

4. The Decedent is MARTHA JANE VALDEZ, who was 98 years old

when she died on September 30, 2008, while residing at 158 N. San Horacio, San

Antonio, Texas.

5. This Court has jurisdiction and venue because Decedent was

domiciled in and had a fixed place of residence in this County at the time of her

death.

6. At the time of her death Decedent owned:

a. Property One - 3307 Buena Vista S1., Lots 17 and 18 Block 4, New City Block 3040~ WEST IDGHLANDS,. City of San Antonio, Bexar County, Texas, accor

b. Property Two - 3315 Buena Vista SL,..Lots 21 and 22,. Block 4, New City Block 3040, WEST HIGHLANDS, City of San

2 112010. MJV. ESTATE. SECOND AMENDED APPUCATION TO PROBATE 1997 WILL Antonio, Bexar County, Texas, accordinE to plat recorded in VolllIU-e 3()8~ Pa&! 276, Deed and Plat Records of Bexar County, Texas.

c. Property Three - 3600 W. Commerc~ Lots 8,. 9,. 10,. 11,. Block 79, New City Block 3675, Lakeview Edition, situated within the cQrporate limits of the City of San 4PioniO,. Bexar County,. Texas according to plat thereof recorded in VDlume 105, P. 190 of the Bexar County Deed and Plat Records.

d. Property Four - Lot 2, HIDDEN OAKS ESTATES SUBDIVISION, UNIT ONE,. A PLANNED UNIT DEVELOPMENT, situated in Bexar County, Texas, according to plat thereof recorded in Volume 9528,. Page 178-186,. Deed and Plat Records of Bexar County, Texas.

e. Personal Property consisting of jewelry,. clothing,. furniture and cash with a total approximate value of$15,000.00.

7. INFORMATION REGARDING THE 1997 WILL.

a. The February 22, 1997, Will is on file in the records of this

cause and was never revoked.

b. The subscribing witnesses to the Will and their present address

IS:

(1) ERNEST GUAJARDO 3722 W. Houston San Antonio, Texas 78207

(2) JOSE LUIS ADAME (Deceased}, whose address was 3314 Buena Vista St. San Antonio, Texas 78207 when he witnessed the Will

8. No child was born to or adopted by Decedent after she executed the

1997 Will.

3 lU010. MJV. ESTATE. SECOND AMENDED APPUCATION TO PROBATE 1997 Will 9. Decedent was never divorced and was a widow at the time of her

death. Her husband, JULIO VALDEZ, died on October 28, 1979.

10. A necessity exists for administration of this estate. There are existing

claims for and against the estate.

11. The Will names Applicant as Independent Executor to serve without

bond. Applicant is not disqualified by law from serving in such capacity or from

accepting Letters Testamentary. Applicant is entitled to such Letters.

12. No state, government agency or charitable organization is named as a

devisee in the Will.

13. The Vfill is self-proving under Sections 59 and 84(a) of the Probate

Code. See Boyles v. Gresham, 263 S.W. 2d 935, 939 (Tex. 1954) (a properly

executed will should be admitted to probate); Wick v. Fleming, 652 S.W. 2d 353,

354-55 (Tex. 1983) (proper attestation by two qualified witnesses validates an the

otherwise properly executed will and eliminates the necessity for the testimony of

the subscribing witnesses when the will is offered for probate).

14. The following persons were previously given notice pursuant to

Section 28 of the Probate Code:

a. MARTHA JANE BURROW, a daughter, who resides at 254 Banbridge, San Antonio, Texas 78223.

b. ANGIE CONTRERAS, a daughter, who resides at 6815 Woodflame, San Antonio, Texas 78227.

4 112010, MJV, ESTATE, SECOND AMENDED APPUCATION TO PROBATE 1997 W1U c. OLIVIA HERNANDEZ, a daughter, who resides at 1427 Steves, San Antonio, Texas 78210.

d. DOROTHY H. MELLO, a daughter, who resides at 158 N. San Horacio, San Antonio, Texas 78237.

e. ESTELLA V. PENA, a daughter, who resides at 111 Dokes, San Antonio, Texas 78228.

f. GABINO VALDEZ, a son, who resides at 12023 Piney Bend Dr., Tomball, Texas 77375-7578.

g. GEORGE VALDEZ, a son, who resides at 8011 Pistol Ln., San Antonio, Texas 78227.

h. JESSE VALDEZ, a son who resides at 3303 Buena Vista St., San Antonio, Texas 78207.

1. JULIO H. VALDEZ, a son, who resides at 4927 Witt, San Antonio, Texas 78228.

J. EVA VASQUEZ, a daughter, who resides at 5116 Stacy Lane, Oklahoma City, Oklahoma 73150.

15. The admission of the 1997 Will to probate is not contested or subject

to contest, therefore the Court is requested to admit the Will to probate promptly.

Any contest as to the suitability of JERRY VALDEZ for appointment or

Independent Executor, if deemed necessary, should be set for a separate hearing

pursuant to Sections 78 and 88 of the Probate Code.

16. PRAYER. Premises Considered, Applicant prays:

a. That the application be set for a hearing;

b. That after said hearing the Will be admitted to probate;

5 112010, MJV, ESTATE, SECOND AMENDED APPLICATION TO PROBATE 1997 WIU c. That Applicant be appointed as Independent Executor; and

d. That the Court enter such other orders as may be appropriate,

including the settling of this motion within 30 days and not on February 11, 2011,

as previously announced by the Court.

Respectfully submitted,

45l::i /iii2>- ARMANDO TREVINO State Bar No. 20211100 1519 Washington St., Suite One P.O. Box 544 Laredo, Texas 78040-0544 Tel: (956) 726-1638 Fax: (956) 726-2034 Attorney for Applicant JERRY VALDEZ

6 112010. MJV, ESTATE, SECOND AMENDED APPUCATION TO PROBATE 1997 WlU VERIFICATION

My name is JERRY VALDEZ and I am the Applicant in this case. All of

the facts stated in the foregoing Application are true and correct.

STATE OF TEXAS § § COUNTY OF BEXAR §

-1J SUBSCRIBED AND SWORN to before me on the ,/.s aay of November,

2010.

~~Rdff~ Nota PublIc State of Texas

\\"""tt, .$'~W~~.'~f~'" LAURIE R, ALLEN ty ":"'§Notary Public, State of Texas \'i" "~.? My Commission Expires -"',f,f,f,:,~~~"" October 29, 2013

7 112010, MJV, ESTATE, SECOND AMENDED APPUCATION TO PROBATE 1997 WILL Exhibit B

ROBERTSON's Amended Will Contest .,:; "

PILED NO. 2008-PC-3026 l~~ HATin~S ~R8~AJE

IN THE ESTATE OF INTHElRb~~Cb~f4 ~kRARD RICKHOff MARTHA JANE VALDEZ, ~Gl.£Rii.PR08ArE COURTS NUMBE ~ COUNTY. TEXAS DECEASED BEXAR ~l>-iOOrf--::- · ==r-:'::Il'IDXAS=--~- . AMENDED OPPOSITION AND CONTEST TO PROBATE OF PURPORTED WILL AND APPLICATION TO APPOINT INDEPENDENT EXECUTOR

Now comes BRUCE ROBERTSON, JR., a party interested in the Estate of MARTHA JANE

V ALDEZ, Deceased, for the purpose of opposing the application to probate a will and to be

appointed Independent Executor filed herein by JERRY VALDEZ, said purported will being dated

February 22, 1997, and in support thereof would show the Court the following:

1. The allegations in the application to probate the purported will ofMartha Jane Valdez

which set forth:

a. The Decedent's name, age, and domicile;

b. the facts, date, and place of the Decedent's death; and

c. the facts showing jurisdiction and venue, are admitted.

2. Except in the matters admitted above, Bruce Robertson, Jr. denies generally the

allegations contained in the Proponent's Application for Probate and to be appointed Independent

Executor and demands strict proof thereof by a preponderance of the believable evidence.

3. The instrument dated February 22,1997 purporting to be the will of Martha Jane

Valdez, deceased, is not a lawful and valid will of the Decedent and should not be admitted to

probate because of the facts and matters stated below. 4. On the date of the alleged execution of the purponed will, the Decedent was not of

sound mind and lacked testamentary capacity.

5. The instrument dated February 22. 1997 was executed as a result of undue influence

exerted over the Decedent by Jerry Valdez.

6. The purported will was not executed by the Decedent with the present intent to create

a revocable disposition of her property to take effect after her death. In 1997 her mental incapacity

was such that she could not have formed testanlentary or donative intent or to be able to read and

understand the will.

7. The purported will was executed while the Decedent did not know or understand the

content of the instruments.

8. Jerry Valdez breached his fiduciary duties to decedent in connection with her

execution of the will and one deed executed at the same time.

9. Jerry Valdez is disqualified and unsuitable to be appointed Independent Executor.

A jury in the trespass to try title litigation in the decedent's guardianship found that Jerry Valdez and

his wife purloined about $8,400 from the Decedent's bank accounts and that he breached his

fiduciary duties to the incompetent decedent and defrauded her of her real properties.

10. Jerry Valdez has failed to join necessary parties and to obey the Court's ruling that

he do so.

11. Jerry Valdez is barred from prosecuting his application by res judicata and collateral

and judicial estoppel and the relevant statutes of limitation.

WHEREFORE. Bruce Robertson, Jr. requests that upon hearing. this Court dismiss Jerry

Valdez' application for his failure to join necessary parties and that it deny probate of the purported

will of the Decedent dated February 22, 1997 and the appointment of Jerry Valdez as Independent Executor; and that he recover his costs of court; and that he be granted such further reliefto which

he may be justly entitled.

4(~~~ BRUCE ROBERTSON, JR. T.S.B.N. 17078000 8100 Broadway, Suite 102 San Antonio, Texas 78209 (210) 225-400 I Telephone (210) 224-2417 Facsimile Pro Se

I certify that a true copy of this pleading was served upon applicant's attorney of record in

accordance with the T.R.C.P. on this JJ.::'day of July, 2013.

BRUCE ROBERTSON, JR. Exhibit C Order To Join All Heirs As Parties 17138509830 ;2102242417 # 41

NO. 200B-PC-3026

INTBEESTATEOF IN THE PROBATE COURT MARTHA JANE VALDEZ, NUMBER ONE DECEASED BEXAR COUNTY, TEXAS

ORDER BEOUlRING JOINDER OF TIm HElM QF THE DECEDENT AS fARnE5 TO THIS CAVSI

On Fobruary 9, 2012, this Court signed its order requiring Jerry Valdez, the applicant for the

probate oftM will of the decedent in this cause, to join as parties the heirs of the decedent. Jerry

Vald~ has refused to comply with Court's order.

On JWle 4, 2013, the Court set a bearing to be held on July 22. 2013 on a motion for

SU1lll1UllY judgment rued by Jerry Valdez to be followed by ajmy trial ofthc will contest. In said

order the Court stated that before the commencement ofthc trial Jerry Valdez shall have complied

with Court's original order ofFebtuary 9,2012. by joinin¥ the heirs of decedent as parties.

Upon determining from Jerry Valdez' attorney of record that Jerry Valdez had not joined as

parties the heirs ofthc dcced.ent, the CoW't cancelled the scheduledjury trial tUld made the following

order:

It is ORDERED by the Court that Jerry Valdez shall join as parties in this case all of the heirs

of the ~ent Martha. Jane Valdez within 30 days from the date of July 22.2013; and

It is further ORDBRED that in the event Jerry Valdez fails to join as parties to this (lase the

heirs of Martha Jane Valdez. his application for probate of her will shall be dismissed. -t-"- /") .- \ 17138509830 ; 2102242417 # 5/

APPROVBD AS TO FORM:

ARMANDO TREVINO T.S.B.N.20211100 1S19 Washington Street Laredo, Texas 78042 (956) 726-1638 Te1ephono (956) 726-2034 Facsimile Attomcy for Jerry Valdez

BRUCB ROBERTSON. JR. T.S.B.N. 17078000 8100 Broadway, Suite 102 San Antonio, Texas 78209 (210) 2254001 Telephone (210) 224·2411 Facsimile NO.200S-PC-3026

IN RE: ESTATE OF § IN PROBATE COURT § MARTHA JANE VALDEZ, § NUMBER ONE OF § DECEASED § BEXAR COUNTY, TEXAS

AMENDED ORDER

Pursuant to Rule 39, Texas Rules of Civil Procedure, the Court hereby ORDERS that

Applicant, Jerry Valdez, Proponent of the purported Will of Martha Jane Valdez, dated February

22, 1997, join all the heirs at law of Martha Jane Valdez, the Decedent, that are not already

parties, as parties to the Will Contest pending under the above cause nwnber.

SIGNED ON TIDS THE 9fltnA Y OF1- d.. 2012 .

. HUTCHISON ill S A TORY PROBATE JUDGE SmING PPOINTMENT

E:\JAHOFPIa5tat. Probate Judl!es\Valdez·Belt2r Co\order panles.wpd Exhibit D --,----.-~,----- --------- Response To Order To Join All Heirs CAUSE NO. 04-13-00854-CV IN THE COURT OF APPEALS FOURTH COURT OF APPEALS SAN ANTONIO, TEXAS

ESTATE OF MARTHA JANE VALDEZ, DECEASED

RESPONSE TO FEBRUARY 21,2014, ORDER TO SHOW CAUSE

TO THE HONORABLE COURT OF APPEALS:

1. Comes Now Appellant JERRY VALDEZ, files his response to the

February 21, 2014, order of the Court, and says that his appeal of the September 9,

2013, self-executing order dismissing his motion to admit the self-proving

February 22, 1997, Last Will and Testament of MARTHA JANE VALDEZ into

probate is an appealable event.

2. A copy of the order is found in the Clerk's Record at CR 136, 137.

The order says in clear, unmistakable language:

"It is ORDERED by the Court that Jeny Valdez shall join as parties in this

case all of the heirs of the decedent Martha Jane Valdez within 30 days from the

date of July 22, 2013; and

1 02.2014. MJV, ESTATE, CAUSE NO. 04-l3-008S4-CV, RESPONSE TO FEBRUARY 21 , 2014, ORDER TO SHOW CAUSE It is further ordered that in the event Jerry Valdez fails to join as pruties to

this case the heirs of Maltha Jane Valdez, his application for probate of her will

shall be dismissed."

3. Neither Appellant nor his attorney have the power or authority to

compel the Trial Court to enter a specific order dismissing the application of

JERRY VALDEZ to probate the Febnlru'y 22, 1997, Will of MARTHA JANE

VALDEZ. If entry of such an order is required, the Texas Rules of Civil

Procedure, the Texas Probate Code and the Texas Rules of Judicial Administration

compel the Trial Court to enter such an order; otherwise, the Court of Appeals can

order the Tlial Court to show cause why he has not entered such an order or the

Court of Appeals can issue a writ of mandamus on its own motion and authority.

4. The following documents are also relevant to the reply to the order to

show cause:

a. The February 7, 2012, order to include all heirs as pruties, CR

72.

b. The May 29, 2012, objection by JERRY VALDEZ to the

February 7, 2012, order.

c. The September 28, 2013, motion by JERRY VALDEZ to set

aside the September 9, 2013, order.

2 02.2014, MJV, ESTATE, CAUSE NO. Q.4·13·00SS4·CV, RESPONSE TO FEBRUARY 21, 2014, ORDER TO SHOW CAUSE 5. At the July 22, 2013, heruing, JERRY VALDEZ said that all of the

heirs of MARTHA JANE VALDEZ were pru1:ies and that it was thus unnecessary

for him to take any further action to join them as pruties. See the Reporter's

Record.

6. Section 4A of the Probate Code authorizes appeal of orders that might

otherwise be considered interlocutory. See Womble v. Atkins, 331 S.W. 2d 294,

298 (Tex. 1962) (dismissal of an application for probate, or contest of a will);

Krueger v. Williams, 359 S.W. 2d 48, 50 (Tex. 1962) (order modifying and

approving the inventory of the estate).

7. Case law teaches that ''To be final and appealable, a probate order

need not dispose of the entire proceeding. Because probate administration is a

continuing process, its nature contemplates that future decisions must be based on

intermediate decisions. Interlocutory appeal is necessary to provide practical

review of erroneous decisions controlling intermediate decisions before their

consequences become ilTeparable." Estate of Novar v. Fitzgerald, 14 S.W. 3rd 378,

379 (Tex. App. - El Paso 2000, no pet.). See also Adjudru1i v. Walker, 232 S.W.

3rd 219, 223 (Tex. App. - Houston [1 st Dist.] 2007, no pet.); In re Estate of

Washington, 289 S.W. 3rd 362, 365 (Tex. App. - Texru"kana 2009, pet. denied); In

re Estate of Boren, 268 S.W. 3rd 841, 845 (Tex. App. - Texru"kana 2008, pet.

denied) (appeal of an order prior to the closing of the estate).

3 02.2014, MJV, ESTATE, CAUSE NO. 04-13-008S4-CV, RESPONSE TO FEBRUARV 21,2014, ORDER TO SHOW CAUSE 8. It is clear on the face of the record that the application of JERRY

V ALDEZ to admit the 1997 Will into probate was dismissed 30 days after

September 9, 2013, without the need of any further action by the Tlial Court. The

dismissal is conectly reviewable by appeal under Section 4A of the AIIDotated

Probate Code and the decisions of the Texas Supreme COUlt in Womble, supra and

Krueger, supra, which are binding on this Court.

9. PRA YER: Premises Considered, Appellant JERRY VALDEZ asks

the Court of Appeals to enter an order allowing Appellant to go forward with his

appeal.

/s/ ARMANDO TREVINO State Bar No. 20211100 1519 Washington St., Suite One Laredo, Texas 78040-0544 Tel: (956) 726-1638 Fax: (956) 726-2034 Attorney for JERRY VALDEZ

4 02.2014, MJV, ESTATE, CAUSE NO . 04-B-008S4-CV, RESPONSE TO FEBRUARY 21 , 2014, ORDER TO SHOW CAUSE CERTIFICATE OF SERVICE

A true copy of the above document was served 011 the 27th day of February,

2014, on BRUCE ROBERTSON, JR., 8100 Broadway, Suite 102, San Antonio,

Texas 78209, FCLX (210) 224-2417; and on GEORGE H. SPENCER, JR., GEORGE

H. SPENCER, JR., 112 E. Pecan, Suite 1300, San Antonio, Texas 78205, Fax

2101227-0732.

/s/ ARMANDO TREVINO

5 02.2014, MJV, mATE, CAUSE NO. a.-13-00854-CV, RESPONSE TO FEBRUARV 21,2014, ORDER TO SHOW CAUSE Exhibit E

May 21, 2014, Order of Dismissal NO.2008-PC·3026

INRE: ESTATE OF § IN PROBATE COURT § MARTHA JANE VALDEZ, § NUMBER ONE OF § DECEASED § BEXAR COUNTY, TEXAS

ORDER

On this day, came to be considered the Motion of Jerry Valdez for entry of an appealable

order regarding (1) his Application to Admit the 1997 Will of Martha Jane Valdez, dated February

22, 1997; and (2) the denial of his Application to be appointed Independent Executor of Decedent's

Estate.

The Court finds that by Orders dated February 9, 2012, and August 5, 2013, copies of which

are attached hereto and made a part hereof, Applicant, Jerry Valdez, was ordered to join as parties

to this Will Contest, all of the heirs at law of Martha Jane Valdez, Deceased. Applicant has failed

and refused to comply with the Orders of the Court dated February 9, 2012, and August 5, 2013.

The Court has found that all the heirs at law of Martha Jane Valdez, Deceased, are necessary

parties for the complete adjudication of this case by the Court. The Application of Jerry Valdez to

probate the Will of Decedent and Jerry Valdez's Application to be appointed Independent Executor

of the Estate of Martha Jane Valdez, Deceased, should be dismissed for failing to comply with the

Court's Orders dated February 9,2012, and August 5, 2013. It is therefore,

ORDERED thatthe Application to Admitthe February 22, 1997, Will of Martha Jane Valdez

is hereby dismissed.

E:\JAHOFFICElSt8t. Probate JudgeslValdez·Bexar Co\order dismissing appiication.wpd SIGNED ON THIS THE .;)/ ~YOF M~ ,2014.

JO~ONIII STATUTORY PROBATE JUDGE SITTING BY APPOINTMENT

E:\JAHOFFICE\Stat. Probato Judges\Valdez-Bexar Co\order dismissing applic~lI.wpd Exhibit F

Approval of ROBERTSON's Standing As Contestant RlE> IN MAnfRS PIIOBAII

~m rEP :? P) 20 INTBBISTATEOJ MAR'I'HA JANE VAtDU,

DICBAUJ) BEXAR COUNTY. TEXAS ~t..Pl"",-e~ S'~J\~.J... a.~~+ ~'4-k.~Cn O<'clof(' ~_~ aUa QVQBllLWOrJIBKI YALUZ· DIIl:AMBNJlwMQflQli ~ mB II1MMABV.nmt:MIN'J' ANI) UQuut J!OB .Am_X" au Ou J\1ly 22. 2013, QID. em to b; beIrd the Pint Amoaded Motioa for S~ J\ldaTnont

IDd RocpaMt b Attumey'. , . 61ed hIrU by Sorry Vald~ the pcopoDAlBt ud eppliaDl fbt 1110

pI1)ba oftbe 1991 will ofMIriha J_ Va""" deeMled. ltaY Valdez appeared DJ biI AUOnIQ7. BNaO RobcuoJl.1ho CODtoIfaDt ofdlo wiJ~ who had \imel)' tlIId hit Amedcd ~ co lllTY Valdcz' Pint Amended Motion for Sw:rmw)' Judament

&ad 1leqY8lt tbt A.UDrIl8y'1 Fea, 'PJ*Nd In ptrIOL The parU6t ~ nsady.

Prior to the oomD1llDOOmcat of the bearIDa. Valdaz Jave to the C~ hi. wrtu.D objocciolll

to WfbilllUlaAed to Ro'-t.loll'. l'Cep0Dlt to Valdez' motion tbr I\IIDZIWY judiment. The Coun.

IftIt dWy OODIiderina Hid objecdoDi and ooutaa1', vpsaeat thcoou, betto), OVElU.LILaS said

oijlCliou.

The Co\U1. aftm bavlna CODIidtn:d VII.' motiou ad Roborucm's rca.ponto ~.ta, aDd a&r -viDa bcIIC'cl tbeir RIIPOOdvo ~ OBNIBS Sen)' V~ plzlt Amcz1ded Motion for

SUlDDSll1 JQdllD*'t and. ~_ tor AUOtr\OYI , ...

Without deropdq ftom the ~ cndor dtnyiDa VaJdert' motion. the Court erwn the l'oJ1owiDa otdOC'l teprdiDa Valdez' ",oUcl1:

1. The CO\&ft doDfes Valdez' sununuy .Iud __t olaim tQt Rokrtson il not a creditor

of. "'t·. eItaW lad cbal ba cSoa DOt bavtI stu4!na to \X)~ tile decedent's

VOll !8P024Q · . wiD.

2. The Court ~ Valdez' ~ &bat RobettJoa.'B daim apbut tbe ~tls ..., b baawcI tJy rN,JwIbra.

3. Tbc Couft daIIat V.... 1IIopIIoa !bat ~•• IOIplo_ _I wiIb ,j.4 '* Doro1b.v MIllo is ill 1aO'", iD'IIlid or =lI1fcnoab~. -4-rol~ atuct.. It ia tblI)' ORDBJUU) tbu Jeer, Vlldez it not endtJod fog IWCXJYI:r his attoruy '. fecI~int.Do this l!r....oll\, '7 (' •

APPkOVSD AS TO PORM:

MMANDO TlUWINO T.S.B.N. 20211100 IS 19 WIIbiqtoD S1reet lAredo, Tau18(N2 (956) 7260J638 Tet.pboue (956) m2014 Flr.ILaliIes Aftome:y for Jotry Valdez

SiUes ROBERTSON. JR. T.S~~. J7018000 8100 BfOIIrIwar. Sidte 102 S&Q ADaomo. TCIUI1.209 (210) 225-4ooJ Telephone (210) 224-241? PlOIbDlle

V02 f 18P0250 Exhibit G -_._---------- --~--

June 20, 2011, Denial of ROBERTSON's Claini ~ .~~ D~\0\ CAUSE NO. 2007-PC-2303

GUARDIANSHIP OF IN PROBATE COURT

MARTHA JANE VALDEZ NUMBER TWO

AN INCAPACITATED PERSON BEXAR COUNTY, TEXAS

FINAL JUDGMENT IN BRUCE ROBERTSON's CLAIM FOR ATTORNEY'S FEES

On the 16th day of November 2011, and March 22, 2012, the COUlt held a

hearing on BRUCE ROBERTSON's claim against the guardianship estate of

MARTHA JANE VALDEZ for his att0111ey's fees after the judgment entered on

December 23, 2009, had been remanded by the Fourteenth Court of Appeals in

Cause No. 14-10-00323-CV.

The Court after considering the claim, the records of this cause, the evidence

presented and the argument of counsel FINDS:

1. JERRY VALDEZ does not appeal the award to DOROTHY H.

MELLO for her own attorney's fees and expenses;

2. BRUCE ROBERTSON, JR. has failed to prove that he had a contract

to represent the guardianship estate of MARTHA JANE VALDEZ; and

1 tfiC\ \~~ 03 .2012, MJV, GUARDIANSHIP, FINAL JUDGMENT IN BR's ClAIM FOR ATTORNEY'S FEES 3. The claim of BRUCE ROBERTSON, JR. for attOlney's fees against

the guardianship estate of MARTHA JANE VALDEZ should be DENIED.

It is therefore ORDERED:

1. The claim of BRUCE ROBERTSON, JR. against the guardianship

estate of MARTHA JANE VALDEZ for attorney's fees is DENIED.

2. ~t are assessed against UCE ROBERTSON, JR., for .'

which l~texecution issue ifnot timely pai .~' f2 3. ~ final judgment. (L Sl.3neJ -\-his I Cj-!Jl d~ 0 t JU:ne,

BRUCE ROBERTSON, JR. State Bar No. 20211100 State Bar No. 17078000 1519 Washington St., Suite 8100 Broadway, Suite 102 Laredo, Texas 78040-0544 San Antonio, Texas 78209 Tel: (956) 726-1638 Tel: (210) 225-4001 Fax: (956) 726-2034 Fax: (210) 224-2417

03.2012, MJV. GUARDIANSHIP. FINAL JUDGMENT IN BR's ClAIM FOR ATTORNEY'S FEES v020'8bP2a·· 52 ' 2 Exhibit H

Rejection of ROBERTSON's Claim NO. l008-PC-3026

IN THE ESTATE OF * MARTHA JANE VALDEZ, * NUMBER t, ;) . DECEASED * BEXAR COUNTY, Tt

MEMORANDUM OF PERSONAL REPRESENTATIVE

The foregoing Unsecured Claim of Bruce Robertson, Jr. in the amount of$114,800.00 was

presented to Marcus P. Rogers, Temporary Administrator of the Estate of MARTHA JANE

MARCUS P. RO ERS State Bar No. 17179700 2135 E. Hildebrand San Antonio, Texas 78209 (210) 736-2222 (210) 881-0200 Temporary Administrator for the Estate of Martha Jane Valdez, Deceased

I hereby certify that a true and correct copy of the above and foregoing Memorandum of Personal Representative has been forwarded to the following, on this the..fl day of June, 2011:

Mr. Armando Trevino Mr. George Spencer Attorney for Jerry Valdez 112 E. Pecan, Suite 1300 1519 Washington, Suite 1 San Antonio, Texas 78205 Laredo, Texas 78040 via fax (210) 227-0732 via fax (956) 726-2034

Mr. Bruce Robertson, Jr. Honorable John A. Hutchison, III 8100 Broadway, Suite 102 Statutory Probate Judge San Antonio, Texas 78209 815 Walker, Suite 240 via fax (210) 224-2417 Houston, Tx. 77002 CMRRR #700916800001 01378203 via fax (713) 850-9830 ,. " I'

---_._._----------------------_._....- .-._,.-. .. -.- .~., ...... . '" Exhibit I ------- Rule 39, Texas Rule of Civil Procedure TRCP 39. JOINDER OF PERSONS NEEDED FOR JUST ADJUDICATION (a) Persons to be Joined if Feasible. A perso n who is subject to service of process shall be joined as a party in the action if (1) in his absence complete relief cannot be accorded among those already parties, or (2) he claims an interest relating to the subject of the ~cti o n and is so situated that the disposition of the ac- tion.in his absence may (i) as a practical matter impair Or Impede his ability to protect that interes t or (ii) lea\'e any of the persons already parties subject to a substantial risk of incurring double. multiple. or other- ''\ise inconsistent obligations bv reason of his claimed interest. If he has not been so j~ined, the court shall 01'-

del' that he be made a party. If he should join as a plain- tiff but refuses to do so. he may be made a defendant, or. in a proper case. an involuntary plaintiff. (b) Determination by Court Whenever Joinder Not Feasible. If a person as described in subdivision (a)(l)-(:2) hereof cannot be made a party. the court shall determine whether in equity and good conscience the action should proceed among the parties before it. . or should be dismissed, the absent person being thus regarded as indispensable. The factors to be considered by the court include: first. to what extent a judgment rendered in the person's absence might be prejudicial to him or those already parties: second. the extent to which. by protective provisions in the judgment. by the shaping of relief. or other measures, the prejudice can be lessened or avoided; third. whether a judgment ren- dered in the person 's absence will be adequate; fourth. : wh ether the plaintiff will have an adequate remedy if the action is dismissed for non-joinder. ( c) Pleading Reasons for Nonjoinder. A plead- ing assertin g a claim for relief shall state the names. if known to the pleader. of any persons as described in subd i\'ision (a)(l)-(2) hereof who are not joined. and the reasons why they are not joined. Cd) Exception of Class Actions. This rule is sub- ipct to the provisions of Rule 42. Exhibit J

Art. 33, Probate Code PROB §33. ISSUANCE. CONTENTS . SERVICE. & RETURN OF CITATION. NOTICES. & WRITS IN PROBATE MATTERS (a) When Citation or i\otice ;-';ecessal"}. \ 11 per· S')O need b.~ ('iiL'd or othi'l"'s i.';t' ~iH'n nl)tire txrept in situations in wh i;'h this Cod;: fxpr".~sl~ pro\,ides for ci· tation or the ~i\·ing of notice: PM idt'd. h,)we\ er. that even thflugh th i., COdl' does nnt E'xpressly prm ido:' fill' ri· .latinn. or thE' i,S clcl1ce or rr'turn of nt1 tice in any prt)· batt' matter. the' CI)urt may. in· it:; di~crctit)r.. ro:'quire that notice be gi\ eii. and pri:'s.:ribt· the ftJrm ani.! man· ner of sen·ict' and rdurn therc'tJf. (b) Is suance by the Clerk or by Personal Rep- resentative. Th e lnU!!t:; cl-:.'rk sha~1 i;; ..;'.1O: necps..;al:. ri· tatinns . writs. and proce.,s in probate matters. and all notices not re~uired to) be is.-;u;:d by personal represt'n· latin's. with out any ordp r frur.! the court. un!(':'i"; su ch nrder i, reqljir~d b:: a pru\·i" iun Ijf thi~ Clldr'. (.c) Contents of Citation. Writ. and :\otice. Ci- [ertd or certified mail to the attorney of record for the tation and notires issu~d by the clerk shall bf signed personal ;'epresentatire or receil'er, but if there is ~ and sealed by him , c.::d shall be styled "The State of attorney of record, to the persona! representatiH' one: ~ Texas," \oiicfS r<:'qu irpd to be gil'en by a personal rep- ceil'er, ,'I I r<:':>entatil'e sha!1 be in I\Titing and shal! be signed by (f) Methods of Sening Citations and i'iotices.; the rfprt'sentati '.'e in hi~ official capacity, All citation;; (1) Personal Senice. \\nere it is prol'ided thal 'lnd noticeS shai! be di reeted to the person or persons to personal sE'lyice shall be had Idth respect to a citation bl' cited or notified, she:]! he dated . and ,;hall stilte the or notice, any such citation or nntice must be served sl:,'le and numbu uf the procceding, the court in Il'hieh upnn the attorney of record for the person tf) be cited. it is pending, and shall desl ribe ~en e ra!ly tht' nature '.If \otwithstandin~ the requiremE'nt of per:;onal serlice. tht' pr0ct'edi n~ or matter tl) which th~ citatilln ur notice serl'ice may be made upon such atlorn£'y by itny of the_ , rE'iatt's, \0 prcrt'pt dirC'rted tu an officer i~ nt'cessary, A methods hereinelfter spE'rified for sr:r\'ice upon an at- ritatinn ur notice shall dirt'ct the p e r~nn 01' p€'l'sons torney, If there is no attorney of record in the proceed- , cited ill' notified to Gppr:ar by riling a Il'rittl'n C(liltest or ing for Stich persun. or if an attempt to make senice ans\\'('r. or tu perr')rJll ulher acts rf'quirt'd Ilf him (II' upon thE' attorney \\'as unsuccessful. a citation or notice thf'rll and shall statt' II'ht'fl find wheri' surh appE'arancf' directed to a p('rson Il'ithin this State must be serredby or pE·rformancp. is required, \u citation or nfltice shall the sheriff or constable upon thE' pcrson to be cited or be held to be defectil'e because' it contaill:;" prt.'!cept di- notified, in pCl'son, by delilering to him a truE' copy of rertl'd to an tiffiet'r iluthr.rizL'd to Sl'rn' it. AlIlI'rils and such citation or notice at least tt'n (10) dal's before the ' , IJ thf'r proce ss e,\crpl citations Cinrl nnticrs shall he di - rE'turn da\' thrreof. l'xclusil'c of the dat~ of serlice_'" n'ctl'd "To any ~heriff nr clJn~telblt within Iht' StiltE.' 1)1' \\llt're th~ pcr~on to be cited or notifiE'd is absent from ' Trxi!5," but Shidl nol be held d('feclil'{, heuluse dirertt'd th e State, or is a nonresident. such cilation or notice , til thl' sh('l'iff or (lny constahlt' of a specific ('()Unl~' if rnal'- bE' sen'cd b\',,l!1\' - disintere;;ted person competenttu :, Pl'llpcrly sened within thr' nalllrci cuunty b~' such of- make oath of the fact. Said citation or notice shall be re- , ' fictr, turnable at least tt'n (10) days after the date of service. " (d) \\'here !'\o Specific Form of ;\jotieC'. Ser- E'xclusil'e of the date of sen'ice, The return or the per- , ,-ice. or Return is Prescribed. OJ' When Prol'isions son selYing the citation or notice shall be fndorsedon Are Insufficient or Inadequate. In all :;ituations in or nttachE'd to same: it shall sho\\' the time and place of ' \I'hieh thi,., Code rl' qllirf'~ thilt notice bE' giH'n, or that a sen'ice, cerl ify that a true copy of the citation or notice , p e r~ ... n be ci!rrl, "nd in Il'hieh Ii sPeLific nit'tlwrl ,.'If gil'- was deli\'ered to the persoil directed to be sen'ed. be ' in~ such nntice iJr of citing such person, iJr a specific subscribed and swurn to before some officer authorized .'4 mdhnd of serl'ict' illid return flf sucl1 ritatif)n or notice bl' the la\l's of this State to take affidm'its, under the ! i;; n,-,t gin'n, lir an insdfici en t or inadequilte pnJd,:;illo h-and and official seal of such officer, and returned to j itppt'Ctrs I\'it b rbpt'ct tl) any of such matters, r,r when the countHlerk who issued same, Ii in either case such ',' ilny inlE'restfd ptr$oli sn requ ests, such notice or cita- citation o~ notice is returned with the notation that the : liljn shall bo? issued, s.;'rll'-d, ar,d rdurned in surh man- person sought io be serl'ed, whether \\'ithin or without;: nEr as the ('Ijurt. by \\Titteil clrder, shall direct in a('Cor- this State, cannot be found, the clerk shall issue a new ,; dance with tr,is CfJde Ctnd the TeXaS Rules rJf Cil'il citation or notice directed to the person or persons : PrGcc-du!'e, c_nd 5 ~cJi he,l'e t~c ~ame force arid effect as 50ught to be serl'ed and sen'ice shall be by publication. : if Ihe manner IJ s.,.nice and return had been specified (2) Posting. \\nen citation or notice is required to : in !,his COdE-, be posted, it shall be posted by the sheriff or CO!istable : (e) Ser.... ice of Citation or \otice epon Per- at the courthouse door of the count'.' in \\'hich the pro- :~ sonal RepresentatiYes . Ex ~,=,pt in instances in I\'hirh ceedings are pending, or at the pl~ce in or r.ear the '" this Code express!y p(lj\'ides a:lOther method of 3er\'ice, courthouse where public notices custoii;uily are ;, a!1Y notice or citction rEq:.J:red to be serl'ed lipon an:; posted, for not less than ten (l Q) days before the retu~~: per~,jna! !'epresentati':e iH recei\'tf .5haii be sen-ed by day thereof. exclusiye of the date of posting, The cler ,,; the c:erk iss:Jir.g ~:Jcn (';:a~jon IJr i1(,r!C/;, The clerk shall $hall de!in'r the original a:1d a copy of such cit,Jion o~:i'~ ~fr;:e the sarr:e by "e:;d:r,~ (rH: or:g:r,a! thereof by regis- notice to the sheri ff or a,,\, constable of the proper,, , p,' who shali POSt said copy 2. .., he rein prescribec ~"jLh ci:ari'iil el;' n,)ticc'. t,)~e[he:- wirh a certificate of co un - I -. h I I . . • . ,he per.;!):. s~l·:ir:; ~h" same .'~ljwjn!, th~ feet and time and return the origmal til t. e c err:. stating In ftwnrt<'n return thereon the time when and the place Wileri.:' he u( mailing. shan be fi!f'ct and r~cnrded. osted such copy. The datE' of posting shall be the date (( l \\'r:e!i $:'r.il'E: i~ made b:. ma:/' the datE' of maU - ~f sen-ice. \\ n er posting of notice by a per"on?.! rep!":::- ir;~ ~~:;n D" h·.: d,~t-: 0;' ~er.·il'~. S er.i~e by nai! shall be sentati\'e is authoriz2d or required. the method herein n:act~ ~ .)[ I".~;; t1?n t's"nt:: 121)) dc::~ bff,)!'" the return prescribed shall bf' foll 0 \\"f:d. s~ch notices to bt: is:5l1:d day {h~~:'i)f. ~x(,!US: ·:f '1f tho? dat~ of SeiYlCe, in the name of the represe ntat l'·t'. addressed and drll'.- t D i [i Co ri~<:,i:):: or ne,L,'l' ser:"d hv I-::ailing is re- ered tOI posted and returned by. the pnlper officer. ~nd turn':'c !Jr..i.:ho:';"c. ~ 0.-: ',': cit:l'i!!:! L'r rl.1'ic? .~hall bi' i..,- filed with the clerk. :;u~;~_ ar~·~ ~ 'J -~ ,?:;:::t!'·lrl fl'- r:'Jt:r~ ~ha~1 b~~ s=-n'ed b\' (3) publicati on. Whe'n a person is to be cit.:-d or p"J".;\i;-,~. noti fied by pu blicatinn. the citati!)n or n'J!ice shall be' t g) Return of Citation or \ otirE:. \!j citations published once in a nt'wspaper of g<:'Ot'ral cirruii!'inn in ;:;".:.: j: v; f-I.) i ~ "::F"~ :.:. ~~-, ,":;.·rk <:r:1 s~l\'t-'\d b:. pc·r:;oi1al the coun~ in which thl; proCeeding:; art' pendir.;,!. ilnd ""'!"" :: " . h:: r.~'!:: . :'. ~"'::::;:. II!' t·:. p... ~!i ra! i . )r.. ,;hall be sa id publ icatio n shall be nut les:; than kn ( IIJ) day~ be- r;:t~:;r<; ~ " [.\ tilt' r'1u:-~ f:";n '.\hieh i~sut'd on tht' first fore the return da~ thereof. t'xciu:)ire of thP. d,lte' of pub · \j 'Jn:!d:. H:r,·: t~i'" :i-"',,;,:: is p,·r~·-'rit·d. lication. The date of publication which said ne\\~piiprr ( b ) Su fficiC: fl CY of Return in Cases of Posting. bears shall be the date' of sf>r.·ict'. If no nf·w..;papt'r i. i If: ai::: vob;;t: i["iW.·!" ·.·:rl"!''' (i:;~ti'lii \':' fi,)tice is rl'· publisht'd. printe d. or of ge neral rirc li latirJn. in tht' q~ird [I D-' ~~r-.pd hy p'~.;'ii l~. rl:!( sl!I'h r:itation or nn· county whe re citation or notice i$ tl) bl: hart. s('r\"ir' (' "I' tir',· i~ !., ..;y.;! irl l''1i'f'l:-rnit:. i'.;t~~ thc' applirah!r:' pro\"i- such citation ur nlJticf' shall bt' by pfl ..;:in~. it')!'. fJ~' i~1::-: (",,:p. ir e: Li'(1L!IJ!: Ii;' n '~:"i: (~i1rt thr'\ SPt~:it'c (-I) Mailing. ,lr,d r-:m! j:l '(..-1';" .~h;.!1 h,_ :;'.1 [rit.'i"n l Wl~ Hliid it" any (.-\) \\'h,'n any citatillfl or notice i. ; rrqllirr.d 1)( p~'r­ .";~Jlr ::· :· I)~ r~IJ:: ': ;l; 'j\.' pi)))) (1 t', -;J:. t,I:' \·"pir.) I'~' such rita· mitted tl) be ser.·t'd b~ rt'gistered or Ci.'rtified mail. uth':'r tidi! <"JI' r:;lt; '.: tit t:h' pl:t -' l!( P:t,"I·.- p~r.-iITib:'d b~' this " than notiei';; rt'qui!'t'd tl) be gin'n b:. persr)nal rrpr,'s,'p- C"..!" l~n ,: rJ,,~ :,':!·i ,. it i:i ~lIfr! ..'i"r'II:. prillr ttl tht' rdurn tati\·es. the rit' rk ~ha!l i.'sup surh ritatil)f1 vr notirt' an': dtt:: ;~d:Ti ~""'I d i~' ;-;'..I"~. l ! tfl~:Ii;; (J!' r",\if.'t' for tilt' period of shall serw thr :)(im" b:. spndin~ thp ori~ i nal then'of b:, t::~~~· C,'! ' \\orl;' ~'I ""u.'h I'i~~lt!"=i ·l!' i "tk,.' i..; r,\quirt'c1 tli br registt' ro?d ()r r,'rtifit'd mail. Any notin: r.'quin:d til tot' r·l.'~:·~~ ~ ~·;· t?-:·' h-')'II"':' ~:lrl r--~ .; "i. dd~ I.I~· -;U::~ l ritati,)n given by a pt'rsrrnal rc'pre:,entatirt b:: rL'gistpn:c! or c<,r· l·r r.II::,·r'. !!: ;.j ~:.~~. f I··j tL:~ ~:; 'f: 'l~· r;~·f t,,. l'lIn .jtablt\ tified mail shall b;' i:i.-;u?d b~ him. and r.f' sh,tli sC'r.:" tb-· sam p by s.~nding tne original th~r~of by rr?gi$~P.r,"d "r ~a:i:"- in~· , (old' L"'~ 0:":' tho p' ·ri.Hi III' linH~ ,'laps,;,; r'lr certified mail. In i'ithpr ra.-ir. th" ritil[jrJn or notiCt .'it1i!:i ''\"~,!,:h ,;:.!L'h .:'; ;,,: :,.r. tl:- n ~i , <: j; :···quin:zl to bt:' po:;tt;'d. be mailed \" ith iiistrU'-tions to deli"'N tn the addn's.w,· :-;haii :-1"" :l:':·"l~. l;-I~' .,_,(i(if"·nt·~. I,~' ... ,did:ty 1)[ ~IJ ·:-h rita- only. and with r;:turn ri'('eipt rf'quested. The em't'IIJ~:: -:'t !' i'~ ;~.,~: -: I;' t.~:~, :: ... !-. i':' If !·('~:..r: fii,.. rtf,~·. e\en conta inin~ slich citation or noticP. shall be add rt's;ed t·, L~' :!~i- ~ !.! ' .:". r " ·~!.::Tl i.: ~::~G ··· . E:'~d ;-: 'J ~~I {:taU'I:1 fir i~;)tice the at,·jrne:, I)f record in the procf.:,ding fllr thf p•.'r;,,~ ;.s r·:·~ij':.-'~ i. 'i' i ' , ;:-: f :': ~~! ~: S \~--:>'1 at'::. i~ L; ~.)}uerl. to be cired I)r notified. but if there is non<:,. or i:' re- f i ) Pro(1f of Sei-:ic:e. Pi" II.: ,J oj'";, i'·t in ali cas~-; turnee u-,d"!;':;;re(~. toP:; t'J the pers'.ln t,1 be citfd t)~ n'1- r:'~J::" '-;, r.I.l~.·.> · ;:,1' ,:tr:": J::. \t,.~ :::~.r::' b:, ~ 1.!~iir.f'Jil)::. tified. A CIJP:' tj( such r:ita~ion (Jr r.oL,~c. t'Jgetht"~!' ',1, !:.h ; ....., .. ::~. r:·i'.::~;-.; i..: '; ~.' ~"':::'-:" :'~~ : rr f: ;~,: b-:i·'..'ri:: U-.~ the certlfi"a:':: 0:' th .. cierk. or IJi th~ PffS , ii12,! ri:~:d":-.· -';'t~ ~-:- ;' P:-·)'-.:' l:·.':~:.:-r. :: c_·:--~ ~:. H ",~.-:!";(:f.:- .,:·..'--::;rab:::- ta~i·\·e. c.,; :h.:- CC)~ ~.:E.~ br:- . snl)',\ !!ig rn:: fa~~ u:v: '::.i-:: t.;~' .;~.\.,' r-~ ~:".:1.,jr? J:. ~~.= ::-._~.:"~ ': ~- ';-':-, :'>- . S(- ~. . . j!:c ~ajf? b~ mai~i"~' 5~.(:!i be filed arId reCorG2Q. Ii:: r:-cr ;p: i i r~ ­ ~ :::-- ;'.~:'-: ~>:.:~ ~ i:": '_::. C~ J:J~.,:,W c:' r:-.:: d;::!ja-:!~ of the tnned. i: s~a.:: DE aCic.ched D t~te c~r::(;!:ate. p:a!'.~ :~. P:· ~. : :,:-:... : ~~ :- :::. pj[,.::~. :i-,:-, ~~f:.~; b:- i:":cdc by (B ) \\1:e~. an:. citari'1:1or no~it:' e i,: :<:quirec (( p;:-r- ~;-.~ ;.:~·::C:,. I:~- I : ;::'.: ; .;)~:.~~.~: j~ - :.-,c.: ,'.:' f_:-: ei:!;i;()~. te of mitte::J to; G>: se:--:ed b:. o~dina:-y mai!. thE cierk. 0~ tt..; (~!e ::~~:.\~~:.- ... '.'.~;,-~, a~~~·::6.·.:~ .~~(:~: :5~!11t,': t~lf. dar:: the pers0,.a! repr.:-s".;;rati,;;:: when reWked 0:: .)ra~!..i:-7 or by ~ ;'!~ ~.:-'~/ ::-.-:- :"1:'" ~~:..~~: :I'f:-. ~j':d ~~r;e a:~a·:r. ec t,) or order of thE: C·j:.!"t. shall sen'e the sa::;£: b:: r:!a 'l; ::f t:1~ -:-:,:·:···c:·:-.': i:- ~- c. Cl>P:, 'J :' ::::- pt;b;:~~t?: [·j~i('? 0:- eita- orig::-:a! tIl ;::<: p:>r.;I)' tn b-: ci:ed or not:::ed. :\ C':'P:' "; ~: I :-: 1-. ::-.':' "C.,-'l r ~ :::::-.:-,.i.:-;.: j:. ~a:: p. . }( f 5h<"~~; ~~ IT.ade [.~ the Ct·rt!f!CCi:-:.~ of the drr~:. t"·l' :r.r!l cJfid~~:dr u;' rre ;'r:~r­ s0:1al rfpresf'nra rirf !lf orhfr p-=r.':·:"! rL(:kir:~ ~iJch ,r-r- rice, stCi,ing the f?ort [:r.d t;fl1e (d;H!l i !i~,I;l th~ ca~p r.f sE'r\"irt' by rt'~ i :;tcr<,d r,r CNiit'id m,tf;, [r,:? rt'~l::-~l r,_ ceipt shall r.(, attaLhed [I', tht, c('r~!r"i.,a:f, ii i:: rfc'('i;lt r,,::' bE't'r1 I'cturnpct, (j ) RequE' st f Ol' \oti cE'. \1 "n:; [;:1'(' "trier i'tii "P' plication is fiifod fill' thE' purpllsP nf commFncing iir:1 pr()ceeding in probate. inliuci:"g. but n'l! lim itf'c (r •. it or pnJ('reding f!lr the prohi.l!L· a \\'ill. grc.nt pf IE't1,'1'; tt',': , tamentary !lr {·f "dmii;i~trilti r'l] enG df.'le)';-]!in;t! ;')[1 I·r" heirsh;p, clny ~"r~dn !:1[(:'rc'stf'ri in i~(' t'~!,,;e n1(::- fi:t \\'itl1 the rk:'k a rl:'qut's: in \\Titil!~ that ht' bi' n,'li:';ed (·r i!!1Y and all. lIr I I I' i\1,\ :-p€'cir"il a!l~ d l'~i g!la:f'rj, n", 'jr.:,'; , Ctp pl ications. f, r pleildini!s fili'd b~: iln~ pi· r~',Jr.. (,T by ,: ") particulilr pl')'S(ln~ specifiutl!~ (k~i~n,dfd in I!'.e rt'- qUfSt. Th(' leps clnd (,fl:;ts fflr ~'Jlil nlflilf'~ ~h,d; !i\.' borne by thl:' pnSf\n n'QlIpslir.g ,Leill. (lnrillH' Cif'!'K r:, a~ rE'quin"' C": df-'p",it Ii) ("11\('r thl' .· . ·: iini;"t~( \ d fll:) f .oo\ 'If fi.1 r- r,ish inf,! ~u, ' h p('r-;'"n ililh thl ' n, fil(' , Ir n·)' ! " '.> :'1'- qu('stc'ci, The c1l' rk sh,.!1 tl,Hl',Jln sl'f.ri It, Wl h pc's If] h~ ordinal;' ili,dl ('(lpit'~ I)f a;l~ flf !l',t' dlll l!l llc rH .., ~pr'ci fie-d in Il.t' rdl 'j f, ~i, Fitilun' ,)! it!-' I kl'K Iii Ctl;Jip!:. i\':'1! thp fl'llUi':O;! .: \:,,;1fil,t if1\'tl~irl (!~f' all\ P:'''' '{·l·dir. :z, Exhibit K -----,'--

Affidavit of Appellant JERRY V ALD EZ AFFIDAVIT OF APPELLANT JERRY VALDEZ

My name is JERRY VALDEZ. I am the Appellant in this cause and fully

competent to make this Affidavit based upon my personal knowledge of the facts

stated. All of the facts are true and correct. Upon my oath and upon penalty of

peljury I depose as follows:

1. My mother MARTHA JANE VALDEZ died on September 30, 2008,

at the age of 98. She was survived by 12 children born from her marriage to my

father JULIO, who had predeceased her.

2. On October 14, 2008, I filed an application to probate her estate and

to admit her February 22, 1997, Will into probate.

3. My sister DOROTHY H. MELLO, represented by BRUCE

ROBERTSON, JR., successfully contested the Will.

4. The Will contest was tried before a jury. My siblings ESTELLA

PENA, OLIVIA V ALDEZ and ANGIE CONTRERAS were present at the jury

trial. ESTELLA PENA, OLIVIA VALDEZ and ANGIE CONTRERAS supported

DOROTHY's contest of the Will.

1 07.2014, JV, SR, APPEAL, CAUSE NO. 01-14-000S63-CV, AFFIDAVIT OF APPELLANT JERRY VALDEZ 5. I appealed the judgment that had been rendered sustaining the will

contest.

6. While the appeal was pending, DOROTHY and I entered into a

written agreement wherein she agreed to withdraw her contest of the Will.

7. The Fourth Court of Appeals, noting there was no opposition,

dismissed the Will contest.

8. I then filed a second application to probate the 1997 Will and BRUCE

ROBERTSON, JR. filed a contest to my application, saying that he had standing

because he had a judgment against my mother's guardianship estate. Judge

HUTCHISON ruled that ROBERTSON had standing to contest the will because of

the judgment.

9. The Fourteenth Court of Appeals set aside the judgment and

remanded the case for ROBERTSON to prove what attorney's fees, if any, were

owed to him by my mother' s guardianship estate.

10. An evidentiary hearing was held. I was present at the hearing and I

heard Judge RICKHOFF tell ROBERTSON he did not have a valid claim. 4... 11. On June 11, 2011, Judge RICKHOFF entered final judgment denying

ROBERTSON's claim against the guardianship estate.

2 07.2014, N , SR, APPEAL, CAUSE NO. 01-14-()OOS63

was rejected by the comt-appointed Temporary Administrator of my mother's

13. ROBERTSON has never produced any competent evidence that he

was ever retained or appointed to represent my mother's estate.

14. On various occasions I TI.llnished a copy of the 1997 Will to all of my

siblings.

15. On various occasions I furnished a copy of the application to probate

my mother's Will to each of my siblings.

Further Affiant sayeth not.

" f SUBSCRIBED AND SWORN to before me on this the (p-C:t..- day of

August, 2014.

,"\\"''''1, '::""i;~~,! f~t.;~~~;- ROSA YBARRA t~·· \b% Notary PUblic, Stat~ of Texas ~:~" /~i My Commission Expires "~~'f,'o;'\~~~ . IttU January 16, 2017 Notary Pu~jb State of Texas

3 07.2014. lV, SR, APPEAL, CAUSE NO. 01-14-OOOS63-CV, AFFIDAVIT OF APPELLANT JERRY VALDEZ Exhibit L

Excerpts .from July 22, 2013, Reporter's Record 1 REP 0 R T E R 'S R E COR D

2 VOLUME 1 OF 1

3 TRIAL COURT CAUSE NO. 2008-PC-3026 4

5 IN THE ESTATE OF IN THE PROBATE COURT

6 MARTHA JANE VALDEZ, NUMBER 1 7 DECEASED BEXAR COUNTY, TEXAS

9 JERRY VALDEZ' FIRST AMENDED MOTION FOR SUMMARY JUDGMENT AND REQUEST FOR ATTORNEY'S FEE; 10 COURT'S ORDER TO JOIN HEIRS A-T--L:A-W-AS- PARTIE8------ -- .-- --- JULY 22, 2013 11

. '. 13

21 On the 22nd day of July, 2013, the following

22 proceedings came on to be heard in the above-entitled and

23 numbered cause before the HONORABLE JOHN A. HUTCHISON, III,

24 Judge Presiding, held in San Antonio, Bexar County, Texas:

25 Proceedings reported by Machine Shorthand.

CHERYL D. HESTER, C.S.R. - PROBATE COURT NO. 1 BEXAR COUNTY COURTHOUSE SAN ANTONIO, TEXAS 78205 (210) 335-2359 1

2 A P PEA RAN C E S 3

4 MR. ARMANDO TREVINO BAR 20211100 5 1519 Washington, Suite 1 Laredo, Texas 78040 6 (956) 726-1638; Fax (956) 726-2034, Attorney for Jerry Valdez; 7

8 MR. BRUCE ROBERTSON, JR. 9 BAR 17078000 8100 Broadway, Suite 102 ----.-. -- ---re- San- Antoni-o, -' Texas- -'78-2-e-9- -- --- --._- --------------.. (210) 225-4001; Fax (210) 224-2417, 11 Pro Se Attorney for Contestant.

CHERYL D. HESTER, C.S.R . - PROBATE COURT NO. 1 BEXAR COUNTY COURTHOUSE SAN ANTONIO, TEXAS 78205 (210) 335-2359 23

1 the Court of Appeals, it appeared to me, because there was a

2 remand sent back, and they haven't rule on it after the 3 remand.

4 MR. ROBERTSON: Right. 5 THE COURT: All right.

6 Now, on the -- Mr. Robertson, if you'll prepare 7 that order and circulate it to counsel. 8 MR. ROBERTSON: I will, Your Honor. 9 THE COURT: Then on our trial setting for our .- -_._.- - - -1 EJ- "". jury trial-- that we' re --supposed- to start- todar,---I- -donLt- s-ee-- ------I- ----

11 anything in the file that indicates that the -- that the heirs 12 at law have been joined as parties. Is that correct, counsel? 13 MR. TREVINO: Yes. And Mr. Valdez's position, 14 pursuant to the case Helen Jones versus LaFargue on wills, on

15 the first statement it says although any person interested in 16 the estate may bring a will contest, statute does not require 17 that all interested persons be joined in the suit. 18 THE COURT: Well, I've ordered it to be done.

19 MR. TREVINO: Well, we're not going to join

20 them, because we're not -- we're going to overrule we're

21 going to disobey the Court on that because Mr. Valdez doesn't 22 feel that he should . Because 23 THE COURT: Well, let me -- I'm going to give

24 you 30 days to join them and serve them. And if they haven't

25 been joined and served, then I'm going to dismiss your

CHERYL D. HESTER, C.S.R. - PROBATE COURT NO . 1 BEXAR COUNTY COURTHOUSE SAN ANTONIO, TEXAS 78205 (210) 335-2359 24

1 application to probate the will.

2 MR. TREVINO: That's fine. 3 THE COURT: Okay. 4 MR. TREVINO: Okay. 5 MR. ROBERTSON: Your Honor, I'm also a little

6 confused by who has to be joined. I think everyone of these 7 heirs has to be joined.

8 THE COURT: Yeah. The heirs at law need to be 9 served. 10 -· - --. _. _._ ._-_.. _. ... ---.- MR-. ROB-ERTBON :.- -- r- t:.hink· the-re-' O"tlght- ·t-o- be-'-seme- -

11 proof as to who those are. Affidavits. Because some are 12 dead. I think one is -- may be partially incapacitated and 13 has a guardian or power of attorney. So it's -- they -- they 14 there has to be some proof to the Court to show that this 15 is a correct name and number of the -- of the heirs and heirs

16 at law. And Mr. Valdez knows what heirs at law are.

17 THE COURT: Well, I'm sure they know who they

18 are. 19 MR. TREVINO: Well, I object to counsel stating 20 to the Court that he's aware of what somebody who's not even 21 in the court knows.

22 THE COURT: Well, the Court wants them joined.

23 MR. TREVINO: I'll grant that.

24 THE COURT: If you're going to refuse to do

25 that, I mean, I've signed the order, then you're going to need

CHERYL D. HESTER, C.S.R. - PROBATE COURT NO. 1 BEXAR COUNTY COURTHOUSE SAN ANTONIO, TEXAS 78205 (210) 335-2359 26

1 And we're not going to try it -- you know, I don't know how

2 many of them there are, but we're not going to try it again.

3 MR. TREVINO: There's about sixteen.

4 THE COURT: And I'm assuming your client knows

5 who they all are.

6 MR. TREVINO: I assume that they do.

7 THE COURT: And if you don't want to do it,

8 then there's an order in the file. You need to file an

9 appeal.

10 MR. TREVINO: That's fine. I will consult with

11 my--

12 THE COURT: And I'll get -- we'll get an order

13 entered that says you've got 30 days to get them joined, and

14 then you can appeal that.

15 MR. TREVINO: Okay. Certainly. And I believe

16 that that's an interlocutory -- interlocutory appeal. We will

17 go ahead and appeal it interlocutorily. So I'm giving the

18 Court notice as of right now I will be working on a notice of

19 appeal.

20 THE COURT: Okay.

21 MR. TREVINO: To proceed.

22 THE COURT: All right.

23 MR. TREVINO: Okay.

24 THE COURT: Mr. Robertson, while you're working

25 on those other orders, you want to prepare an order on that

CHERYL D. HESTER, C.S.R. - PROBATE COURT NO. 1 BEXAR COUNTY COURTHOUSE SAN ANTONIO, TEXAS 78205 (210) 335-2359 30

1 THE STATE OF TEXAS 2 COUNTY OF BEXAR

4 I, Cheryl D. Hester, Official Court Reporter in

5 and for Probate Court Number 1 of Bexar County, State of

6 Texas, do hereby certify that the above and foregoing contains 7 a true and correct transcription of all portions of evidence 8 and other proceedings requested by counsel for the parties to 9 be included in this volume of the Reporter's Record, in the 10 above-styled and numbered cause, all of which occurred in open 11 court or in chambers and were reported by me. 12 I further certify that this Reporter's Record 13 of the proceedings truly and correctly reflects the exhibits, 14 if any, admitted by the respective parties. 15 I further certify that the total cost for the 16 preparation of this Reporter's Record is $150.00 and was

17 paid/will be paid by Jerry Valdez.

19 WITNESS MY OFFICIAL HAND this the 24th day of

20 January, 2014.

He~~~~ 21 22 lsi Cheryl D. CHERYL D. HESTER, C.S.R. 23 Official Court Reporter, Probate Court No. 1 Bexar County, Texas 24 100 Dolorosa San Antonio, Texas 78205 25 (210) 335-2359 Texas CSR #4519; Expires 12/31/15

CHERYL D. HESTER, C.S.R. - PROBATE COURT NO. 1 BEXAR COUNTY COURTHOUSE SAN ANTONIO, TEXAS 78205 (210) 335-2359 COUNTY CLERK BEXAR COUNTY

BEXAR COUNTY COURT HOUSE 100 DOLOROSA, SUITE 104 SAN ANTONIO , TEXAS 78205

FAX TRANSMISSION COVER SHEET DATE: 1llJr (14 THJSFA~JSBEINGSENTBY: 15l1K1t,1 ~ld.~--:-_____ DEPARTMENT:~~ PHONE:J,'D-85~-U-41 FAX#: ~/D-3S5....z''t1 THIS FAX IS DIRECTED TO: jrrv VAld.t. Z"----__ .. -_ LOCATIONIDEPARTMENT: _ _ _ _ _ _._ _ __ _

PHONE#: ------------------- FAX#-: J,ID-~t(- POll TOTAL NUMBER OF PAGES INCLUDING COVER SHEE;::::......, INiU -- SPECIAL INSTRUCTIONS: 11#0CIttd ~+I1t. Il~ -If>r appu..l. ~r ~O~])C,ao~

CONFIDENTIALITY NOTICE

THIS COMMUNICATION IS INTENDED FOR THE SOLE USE OF THE INVIDUAL TO WHOM IT IS DIRECTED ANn MAY CONtAIN INFORMATION THAT IS PRIVILEGED, CONFIDENTIAL AND EXEMPT FROM DISCLOSURE UNDER APPLICA.BC~ LAW. IF THE READER OF THIS COMMUNICATION IS NOT TilE lNTRNDED RECIPIENT, YOU ARE HEREBY NOTIFIED TRA T ANY DISSEMlNAnON, DISTRiBUTION; OR COPYING OF THIS COMMUNICATION MAY BE STRICTLY PROHmITED. 1.1." YOU HAVE RECEIVED TIns COMMUNICATION IN ERROR. PLEASE NOTJF.Y THE SENDER IMMEDlATELY BY T.ELEPHONE CALL AND RETURN COMMUNICAnON TO THE ADDRESS A60VE VIA THE UNITED STATF.-S POSTAL SERVICE. INDEX CAPTION ...... -- 6

DOCKET SHEET ----------------...... 7-38

APPLICATON FOR PROBATE OF WILL AND ISSUANCE OF LETTERS TESTAMENTARY (FILED 10-10-2008) ------.. -........................ 39-44

SECOND AMENDED APPLICATION TO PROBATE 1997 WILL (FILED 11 ..16..2010) --------------- 45-53

MOTION FOR COURT TO SPECIFY GROUNDS FOR CLAIMING THAT JERRY VALDEZ IS UNSUITABLE FOR APPOINTMENT AS INDEPENDENT EXECUTOR (FILED 11·16..2010) ..... 54-57

LETTER FROM JUDGE HUTCHISON TO ARMANDO TREVINO (FILED 12 .. 3-2010) ........... - 58·59

OBJECTION TO COURT'S FINDING OF UNSUITABILITY (FILED 12-15-2010) --------- 60 .. 64

MEMORANDUM OF PERSONAL REPRESENTATIVE (FILED 06-20-2011) ---.. ---.... -- 65· 66

DEFENDANT'S ORIGINAL ANSWER (FILED 06-24- 2011) -----------------.. -- 67·68 AMENDED OPPOSITION AND CONTEST TO PROBATE OF PURPORTED WILL AND APPLICATION TO APPOINT INDEPENDENT EXECUTOR (FILED 02·03·2012) ......-------------- 69-71

ORDER PURSUANT TO RULE 39, TEXAS RULES OF CIVIL PROCEDURE (FILED 02·07-2012) ...... -............. .... --- 72

ORIGINAL ANSWER TO BRUCE ROBERTSON'S AMENDED OPPOSITION TO PROBATE OF PURPORTED WILL AND TO APPOINT INDEPENDENT EXECUTOR (FILED 04·13·2012) ••••• .................. --- 73 .. 75

FINAL JUDGMENT IN BRUCE ROBERTSON'S CLAIM FOR ATTORNEY'S FEES (FILED 06·19· 2012)---------------------- 76 .. 77

JERRY VALDEZ'S OBJECTIONS TO ORDER THAT HE JOIN ALL THE CHILDREN OF MARTHA JANE VALDEZ (FILED 06 .. 20-2011) ....... -..... ------- 78-87

AMENDED OPPOSITION AND CONTEST TO PROBATE OF PURPORTED WILL AND APPLICATION TO APPOINT INDEPENDENT EXECUTOR (FILED 07-11-2013) ----------............ 88-90

CONTESTANT'S AMENDED RESPONSE TO PROPONENT'S FIRST AMENDED MOTION FOR SUMMARY JUDGMENT AND REQUEST FOR ATTORNEY'S FEES (FILED 07-11-2013) ............. --- 91 .. 118

MOTION TO RECUSE (FILED 07 ..31-2013) ------------- 119 .. 127

ORDER DECLINING MOTION TO RECUSE AND ORDER OF REFERRAL REQUESTING ASSIGNMENT OF A JUDGE TO HEAR THE MOTION TO RECUSE JUDGE JOHN A. HUTCHISON, III (FILED 08 ..23-2013) ---------------128

TRAVERSE 1'0 THE RESPONSE TO THE RECUSAL MOTION (FILED 08-28-2013) ----------- 129-133

ORDER DENYING MOTION TO RECUSE (FILED 09-03-2013) -------------------- 134-135

ORDER REQUIRlNG JOINDER OF THE HEIRS OF THE DECEDENT AS PARTIES TO THIS CAUSE (FILED 09 .. 12.. 2013) ....................... 136·137

ORDER OVERRULING JERRY VALDEZ' FIRST AMENDED MOTION FOR SUMMARY JUD.G MENT . AND REQUEST FOR ATTORNEY'S FEES (FILED 09-12-2013) -------------.. -.. -............ 138·139

MOTION TO SET ASIDE ORDER THAT DENIED THE RECUSAL MOTION WITHOUT A HEARING (FILED 09-18-2013) ....... -------.. ---- 140·146 APPLICATOIN FOR HEARINGS AND RULINGS ON UNHEARD MOTION AND MOTION FOR SANCTIONS PURSUANT TO RULE 13, TEX. R. elv. PROC. AND CHAPTER 10 OF THE CIVIL PRACTICES AND REMEDIES CODE (FILED 09 .. 18.. 2013) .... ........ '""'---------- 147-151

MOTION TO SET ASIDE SEPTEMBER 9,2013, ORDER (FILED 09-27-2013) ...... -...... -.. -----.. - 152-154

NOTICE OF APPEAL (FILED 12-13-2013) ------.... ---.. - 155-157

DESIGNATION OF CLERK'S RECORD (FILED 12- 13-2013) ---------------- 158-160

PREPARATIONS OF REPORTER'S RECORD (FILED 01-17-2014) ------------------ 161-162

BILL OF COST-.. --............ 163

CERTIFICATE ---.. ---- 164 CLERK'S RECORD VOLUME! OF1 Trial Court Case No. 2008PC3026 In the Probate Court No. 1 Of Bexar County, Texas, Honorable, POLLY JACKSON SPENCER, Judge Presiding

IN THE ESTATE OF MARTHA JANE VALDEZ DECEASED

JERRY VALDEZ Vp ,RUCE ROBERTSON

Appealed to the Court of Appeals for ~ District of Texas at Houston, Texas

Attorney for Appellee (s): Name: ARMANDO TREVINO Address: 1519 WASHINGTON SUITE 1 LAREDO, TX 78040 Telephone No. (956)726-1638 Email: armando.trevino@hotmail.com Attorney for: JERRY VALDEZ

Delive~C(a l\Qf ~he Court of Appeals for the ~ District of Texas, at Houston, Texas ",\ \,\ .h "' f, " , on the 17TH day of September, 2014. , ..-.. .J

, ... A(" • ••• • ••• • " • ..... ~ #, .#.. • "" : t. ... C :- ~'\) .. ' ,f! "'.I..,. . . . ,. GERARD RICKHOFF ... ..~. . ~ ...

:;- : .; : \. ',,- I _ / -: - . =. : ¥' ,,/' 'i"~ ~ ~: ~ -..

, . ,. . );: ._. \ 4

\, ....

, " (

j.

Appellate Court Cause No, 0l-14-000563-CV Filed in the Court of Appeals for the ~ District of Texas, at Houston, Texas this 17th day of September, 2014.

_ _ _ _ _ __ _ _ _, Clerk

By _ _ _ _ _ _ _ _-', Deputy

1 lUN DATE: Ot/111201~ a.Mar Count~ C.ntraliz.d Docket Syst •• PI: 1 PGJ1a Dl(a~'ODP

RUN liME. 15:SS:.~ JCL: liP PROD

-DOCKET INfORMATIDN"

CAUSE NUH: 2008PC3D2.

DATE FILED: 10/10/2001 COURT: 001 UNP"! D IALANCE; 0.00

TYPE OF DOCKET. CONTEST

···SlYLE"·· MARTHA JIIHE VALDEZ. DECEASED

VS

ACCESS: 0 STATUS. PENDING DATE OF DEATH : 09lS0/2. . 1

·LJTIGA~ INFORMATION-

SEQ LAST 'FIRST 'HIDDLE NAME LIT. TYPE/ATTORNEY DATE

onll VALDEZ MARTHA J4NE DECEASED 10/10/2001

01012 VALDEZ JERRY OTHER 10/1012008

00011 TREIiINO II. ARH.

0"15 HELLO DOROTHY H. OTHER 10/10/2008

00004 R08ERTSON. BRUCE JR. OTHER 05/17/2010

OOOOS ROGERS MARCUS P. ADMINISTRATRIX 01118/2011

00005 ROGERS. MARCUS

DODO. SHITH GUIILDI HE OTHER 0612712012

OOD01 TREVINO II. ARMANDO

-SERVICES INFORMATION"

SEO SERVICE TYPE I DAlES DIST LI TI GANT NAME

00001 NOT IAPPLN FOR PRDMTE WII 117 VALDEZ MARlHA

ISS: 1011412008 REC: 10/14/2008 EME. 10/1412008 RET: 1011012008

OOIDS PERS CIT BV PIIT SRV HELLO DOROTHY

ISS: 1011412108 REC. EME : RET:

00004 AOVERSE CIT "11 ON BV PRIVA 182 ROBERlSOH. JR. MUCE

ISS: 0511212110 REC: 05/1312010 EME: 05/1712010 RET: 05/18/2t10

00005 NOT/APPLN fOR PRDaAlE Mil VALDEZ JERRY

ISS: n/lS/2010 REC: "II ~/201 0 fiXE: 0911512010 RET: 091131201 0

~ODO. LETTERS OF TEMPORARV ADMI ROGERS HAIICUS

ISS: D! 11812011 REC: EME: RET:

00007 NOliCE OF FILING OF CLAIM 5 VALDEZ MARTHA

ISS: 0"0912011 REC: EME: RET:

DO008 NOTICE OF FINAL ACCOUNT I •• VALDEZ MARTHA

ISS: 0912"2011 REC: 0912312011 EME: .,/2512011 RET : 0.123/2011

0000' NOTI CE TO APPT T£HP ADMIN I •• SHITH GERALOI WE

ISS: 08/0912012 REC: 06/09/2012 Of, 0810912012 RET; 08/"12112

2 RUH DATE, 09/17/2114 8.,..r C•• nty C.ntraliZl4 Oook,t Syato. Pt: 2 POll: 004tDOP

~LJII TIlE: 15:53 : '3 JCll SPPROO

.... TTORNEV INFORMATION·

SEQ DATE FilED aAlt NeR. NAME STATUS DATE

.0001 10/10/2006 20211100 TREVINO II , ARMAHDO SELECTED 1111"2008

. . . . , 01116/2011 17179700 ROGERS, MARCUS P SELECTED "/09/2011

'PROCEEDING INFORMATION.

SEQ DATE FILED VOlUI1E PADE PADE COUNT

00001 10/10I2,oa OUO 000'

ooooz DESC: APPL. FOR PRDSATE WILL

10/10/210a DESC: WILL oa .. .... 0012

DATED 12128/88

oooos 10/10/2008 OH8 0010

DESC: WILL

DATED 2/22197

DOID(j 10/10/200a 08U 0001

DESC :

ARMANDO TREVINO LEnu IN REGARD TO

"PPl TO PROIIATE WILL

... 16 10/10lzooa 06a oua 0001

DESC : REQUES! FOR

PVT PROCESS PER$ CIT"TlON

OU07 10/1"2006 oea 0731 . . II

DESC: NOTICE OF APPl PRDIIATE MILL

.... a I 0/2~/2tDa oel • 6581

DESC: CONTEST DPPOSITION AND CONTEST TO PROSATE OF TWO

PURPORTED WILLS AND "PPlICATION TO

PROIAlE lULLS

00'" 11/1'/2111 oal7 DOD2 DEse : JURV DEtoIANIl

00010 11/I'1200a 0617 7650 oooa OESC :

ORIOINAl RESPONSE TO OPPOSITION TO

PRDSATE WillS AND PROPONENT'S MOTION

FOR SAHCTI ONS

IDOl I 11/1"2006 oel7 ODOS

SPECIAL EXCEPTION TO OPPOSITION AND

CONTEST 10 PRoe"TE OF TWO PURPORTED

WillS AND APPLICATION 10 PROIAlE WILLS

oeOl3 12/0'/2"8 oel8 7711 '002

DESC: ..allON TO SET WilL CONTEST fOR TRIAL IIY JURY

. . 115 12"81200• 0818 ,32S 0090

DESC : MOTION TO SET RECUSE OR DI SQU"LI FV

.1017 12/1G/2'0e 08n 0005

DESC : MOT! ON TO

3 RUN DATE: 09/1112014 Boxor Co.ntll C.ntrallzed Dock.t SlIet •• PI: 3 PGM: 011.14900'

RUN 111£, 15,53:43 JCl. SPPROD

COMPEL AND FOIl SANCTI OIlS 0001 , 1211 "200a oe\9 .211 0002

DElIC ;

ADVISORY TO TIlE COURT

00179 12130/20111 oal9 "as D002

DESC: REQUEST FOR

A DECISION 011 HOTION TO RECUSE

00022 01/U/20n 0901 7900 0002

DESC: COURT CORRESPONDENCE

FROM STII

TO aOTH COUNTY PROlATE JUDGES

OD023 01/20/2009 Otol 9317 0012

TO MR, RICKHOFF FROM ARMANDO TREVINO

ABOUT HIS FILING EUOII

0311 0/200' 090' 0013

DESC: HOT! 011 TO

COMPEL II

•• 025 0311 0/2.09 "7' 0001

DESC: NOTICE Of' IlE"RING Of'

HOTIOII TO COMPEL AND FOR SANCTIONS

00027 05124/2009 0002

DESC: ANSWER

TO MOll ON TO COMPEL ~ FOIl SANCTIONS

II

010211 03/24/2.09 OOt. 0000 0000

DESC: I£_~UM

BRIEF IN SUPPORT OF HOlI ON TO COMPEL

01033 04/0112009 2020 "22 0003

DESC: HOllON FOR

COIlT I NUANCE

00030 04120/2009 20\9 lIa&9 0004

DESC: MOTION FOIl

COIlTI NUANCE

unl 04/2112019 202' 451e 0003

DESC: MOT ION TO COMPEL cDNlE·STI

REQUESTs(FIRST N1EHDED)

oooss 0412712009 2020 0003

DESC: RESPONSE

TO CONTESTANT'S MOTION TO COMPEL

AMSIERS TO REQUESTS FOIl DISCLOSURE II

COUNTER -MOll ON FOR SANClI ON,

D'/2112004) 2020 1003

DESC : OaJECT! ON

Of' PROPONENT TO CONTESTANT'S RESPONSE

TO REQUESTS FOR DISCLOSURE II

PROPONENT'S HOT! ON TO COMPEL

05/2712009 2021 "91 00011 08051 DESC: OBJEClI ON

TO ORDER REGARDING MAV " 2009, HEARING

4 RUN DATE : 0"1112114 a •• lr County Centralized Docket SY5t •• P, : 4 PGM: DKB4,.DP

RUN TIME: IS:S5:~~ JCl I S,pROD

AND COUNTER-MOTlO!< FOIl SANCTIONS

01039 0512112019 2021 Hel 0005

DESC : MOTION TO

ENTER OIIOER GRANT I NO SANCl! ONS

00042 0"04/2009 2022 4125 0002

DE5C : ADVISORV TO THE COURT REGAIIDING

CONTESTANT'S PLEADING FOR ATTORNEV'S

FEES

0"U/20n 2025 U19 0002

DESC : MOTI OW TO RESCHEDULE ORAL DEPOSITIOW

00045 0712712009 ~'51 0005

DESC : REQUEST FOR FINDINGS OF FACT SUPPORTING 1"'OSITlON Of MONETARV SANCTIONS A(\j\I~T JERRV

VALDEZ FOR PLEADINGS SIGNED ONLV !IV HIS

AnORNEV - JERRV VALDEZ

0.... 07/211/2009 2025 S55~ 0002

DESC: MOTION TO SET MILL CONTEST FOR lRlAL IIV JURV

0".' 0712612009 2025 55" OO~2

DESC : MOll ON TO COMPEL

ANO TO I"PDSE SANClIONS CPROPONEN'T'S I

00049 07/26/20Ot 2025 5"9 0015

DESC : MOTION FOR

RU LE I " CONFERENCE (PROPONENTS)

00051 07/28/2009 2025 5U3 0011

DESC : DIIJECT I ()tj TO AFFIDAVITS Of' ANGIE CONTRERAS AND Of'

STELLA PENA

"'55 011/05/2." 212. 0.. 5 0010

OESC: MOTI ON FOR PROTECTIVE ORDER AND OJIIECTION TO CERTAIN AFFIDAVITS -

PROPONENT 'S

00055 01111312009 20U 0002

DESC : OB J ECT! ON TO J ERRV VALDEZ ' REQUEST FOR FINDING Of' FACT SUPPQRllNG I"POSITION Of' MONETAIIV SANCTIONS AGAINST J ERRV VALDEZ FOR PLEADINGS SI_O ONLV !IV HIS ATTORNEV

OOOSl 06/1512009 202. ~2"58 0005

DESC : OPPOSITION AND CONTEST TO PROBATE Of' TWO PURPOII TED

WIL LS AND APPl TO PRO!lATE WILLS ( F IRST AHENDED l

00051 09l2~ / 20" 202& 55U 0010

OESC : MOTION TO COMPEL AND FOR SANCTIONS ( FILED !IV DOROTHY MELLO)

0105. 1O/0I/20Ot 2028 "'5 0005

DESC : Oa..JECTlON

5 RUN DATE: 0911712014 I . .or Co.ntlo' Cantro1l21d Doctat S),ot .., Pa: S PGI1 : DKB4toOP RUN TIME: IS.S5 : '4 .JCL: SPPROD

OF DOItOTHY MELLO TO .JERRV VALDEZ' MOTION

10 COIIPEL AND TO I HPOSE SANCli ONS ANII

FOR RULE I " COIoFERENCE AND TO SET .JURV

.J URY TRIAL AND O&JECliONS TO AFFIDAVITS

OF f.NCIlE CONTRERAS AND STELLA PE ......

00060 100nnoO! 2nD 1217 0003

DESC:IIOTIONFOR

RilLE I " COWFERENCE (PROPONENT ' $'

000.1 10/2512009 2030 1220 ODOZ

DESC . MOTION TO II1PO$£ SANTIONS ON CONTESTIoNT'S

AHORNEY FOR DISOBEVING JUNE 2, 2009

lOon 1012"2009 2030 1225 0002

DESC: REOUEST FOR NEARING OF CERTAIN MOliONS FILED BV PROPONENT JERRV VALDEZ

oo .. s 1110912009 2031 10&7 0002

DESC: HOllON TO PROPONENT'S DROP NOVEHaER 10, 20n

SETTING OF CERTAIN MOTIONS

OOGH 11/09/2109 2031 loa. oaoz DESC : RESPONSE .JERRV VALDEZ'S 1lER1FlED TO MOTION TO

COHPEL AND FOR SANC Tl OIlS

OOOH 11/25120" 2031 0002

DESC: MOTIDII TO REFER WI LL CONTEST TO ARBITRATION OR MEDIATION

ooou 12129121., 20n ,ass 0003

DESC : TRAVERSE TO WI LL CONTEST

00070 1212912009 aou DESC , MOTI ON FOR PARTIAL SUMMARV .J UDClMENl IN WILL CONTEST (PROPONENT '5)

00071 12129/2009 2033 4878 Oloa DESC : OHtallS TO MOTION FOR PARTIAL SUMMARV JUDGMENT FILED &V PROPONENT JERRV

VALDEZ

OOOlS 1215012009 20n UOS toa2

DESC : LEnER FA ARHANDO TREVINO TO JUDGE

SPENCER

00072 01lOV20U 0003

DESC: CONTEST SECOND AMENDED OPPOSITION AND CONTEST TO PROlATE OF TWO PURPORTED WILLS AND .PPL

TO PROBATE WILLS

00074 0111412010 2154 1927

DESC : RESPONSE DOROTHY MELLO'S TO PROPONENT'S HOTiON

6 RUN DATE: '911112014 autr C•• nw C.ntrllUld Do.klt Sysu. P I : ' POI1: !Jt(a4toop

RUN TIlE. 15.53:44 JCL : $PPROO

FOR PARTIAL SU_V JUDGIENT IN WILL

COf(IEST

10075 .1/211211' 61 0' 00" DESC:

JERRV VALDEZ'S REPLY TO DOROTHY H.

HEUO'S REPONSE TO PROPONENT'S MOTION

FOR PARTIAL SU_Y JUDGHE..T IN MILL

CONTEST

,"2l12"0 2034 un DD.2

DESC: REOUEST FOR

FINOI>IO OF FACT AND CONCLUSIONS OF LAN

00071 01/27/2010 2OS4 9399 00.2 DESC : COURT CORRESPONDEI4C£

TO HR. aRUCE ROBERTSON. JR. AND HR.

ARHANDO TREVIIIO FROM HIt. DAVID aREM

(RE. MOlION FOR PARliAL SU_Vl

ODOH 02/11/2.10 20SS 0595 0009

DESC: MOTION TO

IN LIMINE FI LED ay JERRY VALDEZ

.0011 0211112010 2OS5 aD2' 0006 DESC: CHARGE OF COURT

0.017 .21111201. 2.:" ailS ODIe DESC :

PROPONENT'S REQUESTED JURY OUESTIONS.

I NSTRUCTI ONS AND DEFINITIONS

00086 02/111201 • 2'3' lUI 0106 DESC: MOTION FOR

PROPONENT'S INSTRUCTED VEROICT

OU82 02/22/211 0 20Sl 334. .0Ol

ENTER JUDGHENT

00064 02124120 •• ZOS' 4470 ODO",

TRANSFER CLAIM FOR ATTORNEY'S FEES AND

EXPENSES FROM PRoeATE COURT NUHIIER TIfO

TO PRoalHE COUR 1 NUMBER ONE

0I06S 03102/201 0 U3. 7210 0002

DESC: OeJECTlON

PRO~NTS TO ENTRY OF JUDGHENT

• 0066 .3102/201 • zos. 72Z1 000'

DESC: SUPPLEMENTAL

MOTION TO TRANSFER AND REQUEST FOR

WRITTEN RULING

.006' 05/.212010 2.U 8137 0003

DESC. AFFIDAVIT OF JERRY VALDEZ

.3/31/201 • 2UlI 76Z5 .OZ, '"" DESC: MOTION FOR

JUDGIIENT NON OISTANTE VEREDICTO

O.Dtl OS/3112010 2OS8 7851 0012

DESC : MOnON FOR

NEN TRIAL (PROPONE"T'S)

7 RUN DATE : n/17l201~ e... r Count\' C.ntrali2ld Docket Sy.to .. PI' 1 PGI4 : D04"OP

RUN TIME : 15 : 55 : 4' J CL : SPPROD

00." 151071201 0 2041 .a2' ooos lIEse : HOllOW TO

AD\IANCE HEAR I Nri DATE OF HOT! OW FOI! HEll TRIAL 00.,5 0510112111 Z041 111'11 0011

lIEse : OIUOINAL PETlTlOW

TO RESCUI1l UNllRITTEN COWTRACTS FOI!

E~CESSIVE, UNCOWSCIC»/AILE ATTV'S FEES

. . 162 0511 l/20 II 00D2

IlESC : DOROTHV MELLO'S ANSIIER TO PROPDHENT'S HOllOW FOIl NEil lAlAL

000 . . D5/1912110 2042 0001

lIESC : DEFENDANT'S OIlIGlNAL ANSNEI!-IRUCE ROIlERTSOW J R.

DO.,7 05/2012011 2142 0101

lIESC : PfRSOWAL CITATION

aRUCE ROIEI!TSON JR. SfRV'D 0511112010

000" 05/2/1/211D 2042 'U2 0002

IlESC : NOTICE OF APPEAL

01100 05/Z.,2011 2042 "2~ 0002

OESe: LETTER FROM ARHANDO TREVI NO TO KEITH E .

HOTT LE

olin 0'" 0/211 0 Don IIESC: HOllOW Til

DISMISS ifill CDWTEST

00101 06/1 I 1201 0 2045 !tlD 0001

DESC : PRDOf' OF SERVICE CERTIFIED HAl

001 O! 0611112010 2D~3 1IO!1 0001

OESC : COURT COIlRESPONDENCE

FROM FOURTH COURT OF APPEALS

OOlH . . 111112010 2045 IOSI oon lIESC:

"PPELLANT' S HOTI OW TO AlATE APPEAL

00105 06l24n010 2044 0551 OOD I

IIESC : COURl COIlRESPONDENCE FRo.! THE COURT OF APPEALS

001 O' 06124/201 D 2044 D719 DOOI

DESC : COURT COI!RESPONDENCE FROM COUR T OF "PEALS

nl17 "/2S/21 1 0 2144 126S DDOI

IlESC : COURT CORR.ESPONDENCE

"Ioe .. , ,,nOl 0 204 • 4S96 0003

OESe : HOTIOW TO SEVER 011., / 20 10 2144 9411 0001 001 " IlESC: COURT OF APPEALS

DtllI 01112 / 20 10 2D45 069S 0005

OESe :

8 RUN DATE: U/17/201' lIoxer County Centralized Docklt Svst . . Pt: II PGH: DltIl4900P

RUN TlI£: 15:S3:~' JCl: SPPAOD

LEnER FR JUDGE GUY HERMAN TO JUDGE

SPENCER-RE: APPOINTIlETN OF STATUTORY

PROBATE JUDGE

01112 0711212010 20'5 1446 0002

DElIC: COUll" CORRESPONDENCE

DOllS 0711912010 2045 5005 oODI

DESC: APPEAL

APPELlAIIT'S REQUEST FOR CLARIFICATION

DR MODIFICATION OF 07/3012010

DOllS 071"/2010 2045 505' 0001

DESCI COU!lT CORIIESPDNO£NCE

FROII COURT OF A"EALS

00116 07/301201 0 2U, 0764 0003

DE$C: HOTION TO

DRDER NUNC PRO TUNC

00117 0./0212011 204' 1"2 DOl' DESC: AlENDEO FIRST PETITION TO RESCIND UWWRITlEN

CONTRACT FOR EXCESS I VE, UNCONSC 1 DNAIIl E

ATTORNEY' $ FEES

Dill. 0811212010 20" .7l' 0002

DESC: MANDATE

lOll' 0910312011 204' 1521 0 . .5

DESC: MOTlDN FOR SUMMARY JUDGMENT

OF DEFENDANT IIRUCE ROIIERTSON, JR.

00122 0911 01201 0 2". UOI 0020

DESC: ADVISORY TO TtE COURT

0015 00124 0911 0/201 0

DESC: MOTION FOR 2041 "" JERRV VALDEZ REOUESTING BRUCE ROIlERTSDN.

JII. TO SHOW AUTHDRTTY TO ACT

00125 ot/lSl2olo OOQl DESC I NOTICE OF APPl PROSATE Will

FIRST AlEI/DED

OOlU a"l S/ZDlI 204. DESC: AlENDED APPlN FDR PROeATE WIll

FIRST

00126 0911"2010 a530 0002

DESCt

lETTER TO BEXAII COUNTY CLERk FOR TtE

HONORABLE JOHN A. HUTCHISON, III

01127 &5S2 0002

OESC I MOTlDN TO WITHDRAW AS ATTORNEV

(BRUCE R. ROBERTSON. JR.l

nl21 0912012010 20" 0.,7 OOOS

OESC: REQUEST FOR A tEARING ON PRE-TRIAL MOTIONS

"/2012110 20" 0 •• 0 ODD~ Ofl2' DE$C: HOT I 011 FOR RULE U' CONFERENCE

9 RUII DATE: 09f17l20U 1I ••• r Count~ C.nt .... llzod Do.k.t S"'. . . . PI : ' POll: 01(8000'

RUII TIME: 15:M : ~~ JCL: SPPROD

tol50 n/241201D 20" "I' 0001

DESC : NOTICE

OF SUIIMISSION

10151 1010512010 2'" 92" 0002

DESC: HOllON TO

REQUIRE COURT REPORTER TO RECORD ALL

PROCEEDI NOS

00132 10105/2010 214' '2" 0004

DESC : HOTION FOR

COURT TO TAKE J UDICIAL NOTICE OF

MANDATE ISSUED IN ifill CONTEST

. . 134 1010712010 2050 use 0002

DESC : AFFIDAVIT

TO SERVE ON J UDICIAL ASSIGNMENT

00135 1110712010 2050 0640 0003

DESC : PlAI NTI FF' S

VERIFIED NOTION FOR CONlINU~E

1010712110 2050 0001

DESC,

DOCKET SHEET ON MINUTE ORDER 2010-00

00137 11/01/2010 2051 0002

DESC:

LETTER TO MS . lEE FRDM ARMANDO TREVINO

oOl3e 11/01/2010 2051 0002

DESC : NOli CE

OF IIoITENT TO RE - FllE NOTIONS FILED

DURIIoIG THE PERIOD SEPTEHllERI. 2010

l'HROUOH OCTOBER 4, 2010

0013' 11101/2010 2051 3652 0003

DESC : HOTION TO

SET A PROMPT HEARIIoIG ON APPLICATION TO

PROBATE ifILL AND TO APPOINT AN

I _PENDENT EXECUTOR

DOUO 11101/2010 2051 0059

DESC : HOlIONFOII

NEIf TRIAL

00141 11101/201. 2051 0002

LETTER TO HR. lEE FRDM ARMANDO TREVINO

00142 1111612010 2052 211a 0.02

DESC: PLAINTIFFtS

FIRST SUPPLEMENT TO HIS HOllON FOIl NEW

TRIAL

DOlO 1111 "201 0 20sa 2120 0001

DESC : LEllERS FRDM ARMANDO TREVI NO

00144 11/1l/2010 2052 2121 un DESC : AMENDED APPlICAlION TO PRO.... TE 1,,7 WILL SECOND

00145 1111'/2010 2052 2130 IDOl

LETTER TO JUDGE HUTCH I SION

10 RUN DATE, 09/1712014 a. •• r Count)' C.ntraUzed Doc~.t Syst ... P,: 11 PGM: DlCB470"

RUN liME: 15:53:~~ JCL: SPPROD

1111'12'10 2052 2131 0002

DESC : MOll ON TO

ENTER ORDER DENVIIIO MOll ON FOR COWT I NUANCE

0.147 11/1"201 0 2052 0002

lEllER FROM AAHANDO TREVINO

001411 1111612010 2052 2135 0001

LEllER TO MS. LEE 1111 612010 2052 0004

DESC : MOTION FOR COURT TO SPECIFV GROUNDS FOR CLAIMING THAT JERRV VALDEZ IS UNSUITABLE FOR APPOINTMENT AS INDEPENDENT EKECUTOR

00150 I2IU/21l0 2052 0002

LETTER HON JOHN A. HUTCHISON III TO

AAHANOO TREVINO III

00151 12/10/2UO 205S 4510

DESC: ANSWER TO AND HOllOWS TO STRIKE FIRST AMENDED

APPL. TO PROBATE WI LL. TO DENY APPT. OF JERRV VALDEZ AS I NDEP. EXECUTOR. TO ENTER FINAL JUDOI1EIIT DENYIOIG PROIIATE OF THE I,all AND 1"7 WILLS, AND APPL. FOR

"PPT . OF TEMP. 4OMINlSTR"TOR

00152 12/15/2010 2053 .. 70 0005

DESC : OIlJEClI ON

TO COURT'S FINDllIO OF UNSUITABILlTV

00155 12/15/2010 2055 .. 75 OODS DESC: APPL. FOR PROlATE WI LL ROBERTSOW'S LACK OF ST AWDI NO

0.155 12/15/201. 2051 U79 0001

DESC : CERT I F I CATE OF REGISTRATIOW

. . 157 12/2912110 2054 4107 0002

DESC: REOUEST FOR PREPAAE THE REPORTER ' S RECORD

00151 1212912110 2.54 43" 0002

DESC : NOTICE OF APPEAL

to15' 1212"2010 2.54 4511 0002

oliSe; REQUEST FOR PREPAAE CLERK '$ RECORD

.flU 12/2912.10 2.S4 4S!5 0002

DESC. WOTiCE OF APPEAL

.0161 12/3012' I' 2054 4"11 0001

DESC : LETTER FROM COURT OF APPEALS

OOIU 01/111/2011 2055 '1147 0001

DESe: OATH

11 RUN DATE : 1'/11/201' ae •• r C."nt~ Cent r alized Docket Syst •• PI ; 1 1 PGM : DK&"OO'

RUN TIME: 15:53 : " J Cl: $PPIIOD

MARC U$ P . RDGEU

01/111/2011 2055 0002

DESC : IIOIi!)

OOUS 01/2112011 20SS 0005 DESC : CONTEST

OBJ ECT! ON TO ORDER "PPOI NT I NG TE"PORAAY A~INISTRATOR OR PENDING CONTEST OF "Ill

001 .. 01/20 / 2011 2055 0002

lETTER TO J UDGE HUTCHISON FilCH ARI1AHDO TleVlNO

DOU7 0112012011 2055 37" oou DESC : LETR TO ~ III CItHOFF FRCH AR~NDO TREVINO

OOIU 01120/2011 2055 Don DESC :

lETa TO COUNTV CLERK FilCH AIIIW«lO

TREVINO

DOln DIt2I/Z0l 1 2055 0002

DESC : l ETR TO JUDGE HUTCHI NSON III FROI1

ARI1AHDO TREVI NO

00170 01/21/2011 2055 4901 0002

DESC: LETR TO JUDGE HUTCHINSON III FROI1 _ TREVINO

00171 01 121 I2UI 2055 4903 0004

DESC : HOTiON TO SHOt! AUTHORITY

00172 01 / 21/2 .. 1 2055 4907 0017

OESe . OBJECT! ON TO IIRUeE ROBERTsON JR, APPEARANCE IN

PERSON AND BV ATTORHEV

oDIn 01121120 11 20SS

DESC : OeJECT! ON TO JANUARY 4 , 2011 ORDER THAT APPOINTEO

A TEHPORARY AONINISTRATOR "ND 10 THE

POIIERS A"ARDED TO THE TE"PORARY

AONINISTRATOR

00\" 01/211/20 11 2056 0145 0003

DESC : HOTiON TO AllEGED WilL CONTEST FOR HEARING

00175 01 / 2.I2UI 01411 0102

DESC : COURT CORRESPONDENCE TO; JUOGE HUTCHISON FROM AAHANDO TREVINO

COPY OF A NOli ON TO SET HEAA I NG

oOla 01/211/2011 0150 0002

DESC : COURT CORRESPONDENCE TO JUDGE HUTCH I SON FR: AR~NOO TREVINO APPl I CANT' S OIlJ ECTION TO ORDER APPOI NT -

I NO TEHPORARV AONI NI STU TOR

00171 0 1/ 211/20 11 2056 0152 0003

DESC : OIlJ ECT I ON

12 RUN DATE: D'1l7/2"~ a'.lr CO\lntv Centr.112ed Docket Svstlll p. ; 12 PGH: Dt(a4'OOP

RUlI TIME: 15:55:44 JCL: SPPROD

TO OROfR APPOINTI'4G TEM'ORARV 40111111ST-

RATOR PENDING CONTEST OF WILL

0017a DI/2I1nOII 0155 0002

DESC: eOUIIT CORRESPONDENCE

lO:JUDGE HUTCHISON Fit .ARMANDO lREVINO

001110 2057 112311 0002

DESC : COURT CORRESPONOENCE

FROM I,R_OO TREVINO TO JOI1N A.

HUTCHISON, III, STATUTORV PROBATE

JUDGE

IOlal 05/04lZQII 2057 0005

APPLICANT'S COIIPLAINT REGARDING DUE

PROCESS VIOLATIONS IIV THE COURT

001112 03/04/2011 2057 11245 0002

FROM ARMANDO TREVINO TO JUDGE JOI1N A.

HUTCH I SON, III

001&3 O,,04/2UI 2.57 11247 000.

DESC: MOTION TO DISMISS

HILL CONTEST AND FOR SANCTIONS

0 .. a4 0"0I12t11 2059 a421 0002

DESe: CONTEST

tlflLLl

DOIaS 04/01/2011 205' 11595 Don

RESPONSE TO JERItV VALDEZ EI GHT SETS

OF MOTIONS AND Oa.JECTlONS

001117 04/0412011 2059 97110 0002

LETTERS FROM ARMAIIDO TREVINO TO

JUDGE JON A. HUTCHISON III ..oTI CE OF

HEARING

00l1la 04/0412011 205' '7114 0007

DESC: NOTION TO SET HEARI'4G

APPL I CANT HEHORANDU" aRIEF

00\&9 04/04/2011 2059 91113

DEIC: MOliON TO ABIDE BV AND TO EHFORCE MANOATE AND

SUTLEI'IENT AGREEMENT

001 90 04/011/2011 20U 3 .. ' 0004

OfSC: CONTEST

00191 04/Oa12011 2060 0002

DEse: OBJECTI ON TO HEAAtNG ON APPLICANT'S MEHORANDUM

BRIEF REGARDING NOT IONS SET FOR

APRIL a, 2011 HEARING AND HIS MOTION

TO AlII DE IIV AND TO ENfORCE MANDAlE

AND SETTLEHENTAGREEHENl

00192 04(Oa/2011 20U 5 ... ODDS

DESC: 1I0BERl$ON'S LACK OF SlANDI NG TO COl/TEST

13 RUN OATE : n/l1l2014 Bu.r County C.ntrllald Docklt SYlt . . Pa : U PGM : DtlI'900P

RUN TIME: 15 : 53:~4 J CL : SPPROO

III LL MEANS COURT DOES NOT HAVE

SUBJ ECT-MAllER JURISDICTION

01193 H/oallOll 20U 0002

DESC : JURY DEMAND

UGARDING lULL CONTEST FILED 8V

BRUCE ROIlERTSON, JR.

04/.1112011 20U U75 0004

DESC : APPL. FOR

APPLICANT'S SPECIAL EXCEPTIONS TO WILL

CONTEST FI LED BY BRUCE ROIlERTON, JR.

GOl'S 2060 U7. ODOI

DESC : COURT CORRESPONDENCE

FROM JUDGE JOHN A. HUTCHISON III TO

ARMANDO TREVINO, II , GEORGE SPENCER, JR.,

BRUCE ROBERTSON, SET FOR TRIAL ON

02-1S-20U AT 9:10A.M.

00U7 0411"2011 2060 7&73 0001

DESC: IIOT! ON FOR

EXT. OF TIME TO FILE aRIEF EXTENDED TO

05/1012011; FOURTH COURT OF APPEALS

OOln 04/19/2011 20" !Ian 0002

DESC ;

LETTER FROM ARIIANOO TRElilNO

OU" 04/1 "2.11 ZOU 6692 OODS

DESC: 08J ECTION TO PROPOSED ORDER

00200 05/0612011 20n 0062 OOD< DESC : MOTION TO

FULFILL MISTRERiAL DUllES

0.201 05/0V20l1 20'1 006 7 0002

DESC ; LETTER FROM ARMANDO TREYI NO

00202 05/0612011 2262 006' 0004

DESe : REOUEST FOR

FINDINGS OF FACT. CONCLUSION OF LAW

00203 0510612011 20U Don 0004

DESC , COMPLAINT REGARDING CERTAIN RULING OF TRIAL coun • HOTION TO RECONSIDER '-20 - 2011 ORDER

00204 05/0612011 2n2 OU7 Don

DESC ; ORIGINAL ANSWER

TO III LL CONtEST F I LED BV

BRUCE ROBERTSON, JR. AND ORIGINAL

COUNTER-CLAIM FOR INTERFERENCE NTIH

PROI'ERTY RIGHT

00205 05/0,,2011 2062 0103 0002

DESC;

LETTER FROM ARMANDO TREIII NO

0021' 05/0612011 2062 0105 0002

. . 207 05/ .. /2nl 2062 0107 0006

14 RUN DAT£: n/17/21l4 1I... r County C.ntrol1 . . d D•• ket Syste. PI: 14 PGJI. DIUI4900P

RUN TIME: 15:55:44 JCL: SPPROD

JERRY VALDEZ'S SECOt/O COMPLAINT REGARD-

IUOll 05/06/2011 lOU 0115 0003

LETTER FROI1 AR~DO TREVINO TO JUDGE

0020. 05/0'/2011 20U DIU 0004

DESC: OIIJECTION PROlATE NI LL

FILED IIY BRUCE ROIIERTSON, JR.

00210 0511212011 20lZ UII. 0004

DESC. INVENTORY

00211 05/1512011 2Ol2 45911 0002

DESC: ORIGINAL ANSWER

COUNTER-DEFENDANT'S

"212 OVOIlZoll 2065 5441 OODS

DESC: NOTICE

PAST DUE FINDINGS OF F ..CT AND

CONCLUSIONS OF LAN

01213 OVOI/2011 20U 544' 0022

DESC: OIJECTION INVENTORY

AND MOTI ON FOR SANCTIONS

00214 0'"712011 2063 U'4 0005

DEst: CLAII1

FI LED BY BRUCE ROIOTSON JR, U 1'1100.00

OO2IS 06/0912011 0000 0000 0000

DESC: NOT. OF CLAII1 FILED

I1AI LED TO I1ARCUS ROGERS ON '11 Dill

002111 0"2012011 2064 son 0001

DESC: IIEJECT! ON OF CLAII1

FilED BV BRUC£ ROaEA;lSON • .JR-.114,600.00

01217 0"21/2111 un 0006

DESt: oaJECTI ON

TO JERRY VALDEZ' IIEQUEST FOR FINDINGS OF

FACT AND CONCLUSIONS OF LAN

(BRUCE ROBERTSON'S)

00220 0"21/2011 20U SHII 0007

DESC: PLAINTIFF'S ORIGINAL PETITION

01221 "/24/2011 III" '002

DEst: ORIGINAL ANSWER

OF DEFENIlAlolT -lWItUS ROGERS

00222 01101 12011 2065 25S' 0005

DESt: MOTION FOR SUI1IWIY JUDGMENT

COIIIITER-DEFENDANT'S

D0223 07101/2011 0003

DESt. RESPONSE

TO COUNTER-PLAINTIFF'S REQUEST FOR

SANCTIONS (CROSS DEFENDAIoITS)

01224 07122/2011 20U 0012

DESC. ADVISORY TO COURT IY JERRY VALDEZ

00225 OU2ZIlOII zou 0002

DESt. ADVISORY TO COURT TO HONORABLE JOHN

A. HUTCHISON III

15 RUN O"TE: 0"171Z0I4 II . . . . county ClntraliZld Ooc~at beta. PI: l!o POll: OU4,00P JlUN TIME, 15,55'~4 J CL : SPPROO

0022t 0712212011 20U 4370 0002

DESC: GUARDIAN'S

REJECTION OF CLAIM OF IIRUCE ROIIEIITSON,

JR'S CLAIM

00227 011/0212011 20U e'29 0004

C£$C: INVENTORY TEMPORAlty AMENDED (DOD) 09130/2008

Dl2211 01llOlI/2111 20U 0001

002i' 011/0412011 2067 2217 0008

DESC : FIRST SUPPLEMENT TO RESPONSE TO MOTION FOR SU_RV JUDGEMENT

00230 011104/2011 2"7 2225 0017

DESt: RESPONSE TO COUNTER-DEFENDENT'S I1OTlON FOR

SUI1HARY JUDGEMENT

Denl 0110412011 2067 2242 oaos DESC: MOTI ON TO REQUIRE ROIERTSON 10 AMEND HIS PLEADINGS

REGAADING THE INVALlDITV OF THE DECEMBER

23, 2009 JUDGEMENT

00232 01/1'12011 2067 2245 0002

DESC : HEMORANlJUt4 FROM ARPIANOO TREVINO 10 THE HONOIIAIILE

JOHN A. HUTCHISON, III. STATUTOIIY PRDD"lE .JUDGE

0810412011 2067 2247

DESC, OBJECTION BY DOROTHV H. HELLO, TO CLAIt4 OF BRUCE

ROBERTSON, JR.

002H 01llOV2011 20'1 22110 0002

DESC : MEMORANDUM FROII ARHAHDO TREVINO TO THE HONOIIAIIlE JOHN 1<. HUTCHISON, III, STATUTORV

PROIIATE JUDGE

00255 01l/0~/20l1 20'7 22112 0005

DESC : OBJECllON

TO CLAIM OF IIRUCE ROIIERTSON, JR .

00236 011/0412011 2067 2287 oon

DESC: I1011ONFOR SUHHARY JUDGHENT

ADHlTllNG 1"7 WILL TO PROBATE

16/05/2011 2017 35t1 0001 002'7 DESC : NOTICE FOURTH COURl OF APPEALS

0023e oell"2011 2067 52~. 00" DESC : IWVISORV TO THE COURT AND RENEWED OBJECTION TO HYIIRlD PRESENTATION

00241 08/15/2011 20,7 8568 0002

16 RUN DATE: n/17l2D1~ IIOXlr CO.ntll Contrll1Z1d Docket Sl/&hll PI: a PQM: DIlll490DP

J Cl: SPPROD

IIV PUCE ROIlERTSCOI, TO JURV VALDEZ'

IIOTiON TO REQUIRE ROIlERTSON TO .\MEND HIS

PLEADINGS REGARDING THE INVAlIDITV Of'

THE DECEMIIER 23, 20., JUDGEMENT

IUSf Oe/17l2011 5274 0002

TO OIlJECTI ONS TO CLAI M OF BRUCE

ROIlERTSON, J R . FILE HEREIN BV JERRV

. . 240 oe/17/2111 20U 0002

DESC' RESPONSE TO OIlJECTlONS TO CLAIM OF aRUCE

ROIIERTSON, JR. F I LED HER£! II IIV J ERRV

00242 011/2412011 2 .. e 5270 oou DESC : OPPOSITION

TO TEMPORARY AllHlN INV

00243 06/24/2011 0003

TRAVERSE TO COUNTER DEFENDANT'S

RES'ONSE TO COUNTER- PLAINTIFf'S HOTION

FORSANCTI ONS

00244 06/2'12011 2DU 3279 ooa DESC: HOllON TO

TRANSfER T~ SUITS

00245 0112,4/20 11 20U 32,. 0012

LETTER FROM

HUTCHISON III AI._ DESC : COURT CORRESPONDENCE TREVINO TO J UDGE

0024~ Oe124/2011 20 •• 52'. 0002

DESC : COUltT CORRESPONDENCE

LETTER FRllH ARMANDO TREVINO TO GERARD

RICJ(HOFF

00247 0813112011 2"11 ~"5 IOn DESC : APPL TO RESIGN

0024. AS TEMPORARV AllHllilSTRATOI.

'''0712011 DESC : CLAIM 2 . .' .... 0005

(OeJECTlONI OF aRUCE ROIIERTSON, JR .

00249 0910"2011 20" OIUI 0004

DesC : CLAIM TRAVERS RESPONSE TO OIlJECTI ON TO elM 11

Of' PUCE ROIIERTSON, JR . FILLED av

JE~RY VIILDEZ,

01250 09/ 1 4/2011 20" 0005

DESC: HOT! ON fOR BRUCE ROIIERTSON JR. TO SI10W AUTHOIU TV

TO FILE II PRO SE PEll TlON AOAI NST MARCUS

p . ROGERS. J ERRV VALDEZ'S VERIFIED

01251 0"14120 1 1 20., 00D4

D£SC , OaJECTION

AND SPECIAL EXCEPTIONS TO ORIGINAL

17 RUN DATE: "/17I201~ aonr County ClntrU1Z1d Oockot SysteM PI: 17 PGH : OK14'00P

JeL : SPPROD

PETITIOH OF IIIUCE ROIERTSOH JR •

• U52 0"1~/2011 2." • .,0 0002

OESC :

LElTER TO JUDGE HUTCHI SOH FRot1 IIRIWWO

00255 "/14/2011 20" un 0002

OESe : REQUEST FOR

CLIIRIFIC"TIOH OF THE TERM "STATUS

CONFERENCE"

0025' .tl22/2011 20., '340 DOOS

DESC: FI ..... L ACCOUNT

Ons. 0'/22/2011 20U 9256 0005

DESC: DECLARATI OH OF DOROTH'I H. HEllO

01257 0912212011 20., 'ill 0004

JERRV VALDE2 REQUEST TO SET VARIOUS

HOTlDHS

00259 09/22/2011 20., 0002

DESC I LETTER FRot1 AnV TO JUDGE HUTCHINSOH III

002.0 09122/2011 20., 'U 7 0004

00255 ADVISORY TO THE COURT

,,/2312011 20.,

DESC: NOTICE OF APPL FINAL ACCOUNT , ... 0001

00256 0912612011 2070 Oil' 0002

Of SCOPE OF REPRESE14T ,\1 I OH

G02n 10/31/2011 2071 9U7 0002

OESC: RESPDHSE TO MUtE ROBERTSON. JR.·S REQUEST FOR

DISCLOSURE IflLEO BV DOROTHY H. HELLO )

U2U 10/31/2011 2071 0002

DESC: COMPLAINT DOROTH'I H . HELlO'S TO IEII4Cl SERVED MITH

... REQUEST FOR DISCLOSURE IV IIRUCE

R.OIEJlTSOH. J R.

002U 10/3112011 2071 0002

lIESC: LETTER TO INSURERS FRot1 IIRHANDO lREVl140

002.5 10/31/2011 2071 0002

DESC : LETTER TO J UDGE HUTCHINSDI< FROM IIRIWIDD

002U 10/51/2011 20 7 1 ,a45 0010

DESC: HQTI OH TO SET HEARING JlEBARDII4Cl _DATE

oon7 1015112011 2071 9855 0021

DESC : MOTION FOR COUECTIOW OF I\IOOUNT OF SUPERSEDEAS BOND AND FOR DEPOSIT IN DECEDENT'S

18 RUN TIlE, 15,53:45 JCL: SPPIIOO

ESTATE

11/0212111 2072 4U5 0002 DESC,

LETTER TO JUIIG£ HUTCHISON FRO" ARMANDO TilEY I NO

002" 11102/2011 2072 4117 0004

DESC : MOliON TO

ABATE REGARDING lIRUCE ROBERTSON. JR.$

CLAIM AGAINST Tt£ ESTATE OF NARTHA JANE

VALDEZ . . 211 121"12111 2074 27&1 0005

DESC: NOTICE OF t£ARING OF

JERRY VALDEZ' S COMPLA I NT

00271 I2IU/2t1l 276' 0013

DESC: MOll ON TO SET ASIDE INTERlOCUTORV ORDER

DENYING COUNTER PLI\IIITIFF'S MOTION FOR

SANCTIONS

00272 1210612111 2074 276' 0004

DESC : MOTION TO SECOND MOTI ON

01213 12/1"2011 2014 27" DESC: OBJECTION TO ORDER

00274 121"/2011 2014 5152 0002

DESC: LETTER FR ARMANDO TREVI NO TO HON JONH A. HUTCHINSON III

00275 1210612011 207' 5'54 0004

DESC; REQUEST FOR

(JERRY VALDEZ) FOR A HEARINCI OF VARIOUS

MOTIONS PREVIOUSLV FILED BV HIM

D027i 1210"2111 2014 5'58 0002

DESC; LETTER FR ARMANDO TREYINO TO NON Jot< A HUTCH I SON III

DOl71 1210612111 55" '103

DESC: HOTUJN FOft

(RENEWED) IIIH rTEIi RULINGS ON MOTIONS

00176 1211 "2111 2075 0005

DESC: MOTION TO SET ASIDE INTERLOCUTORV ORDER DENYING COUNTER-PLAINTIFF'S MOTION FOR SANCTIONS

. . 279 1211912111 2115 0007

DESC; MOTION FOR NEil TRIAL REGARDING ORDER OItANTING COUNTER-

DEFENDANT'S MOTION FOR SUMMARV

JUDGMENT

00261 2D75 0011

19 RUN DATEI 09117/2114 BUlr C•• ntll Clntrll1Ud D.cket SIf,te. PI : U POM : OU,'OO, RUN TlltEl 15:53 : 45 JCL: SPPROD

COURT OF APPEALS

.OZ&. 1212&/2011 2075 51,4 0001 DESC:

COURT OF APPEALS KEITH . HOTTLE

11282 01/nl2t12 2075 "Ia 0002

DESC: COURT CORUSPOIIDENCE

f1!011 FOURTH COURT OF "",EALS TO- ARIIANDO

TREVINO, DINAH L GAINES,JOHN A

HUTCHI SON III, GERARD RI CKHOFF ,GEORGE H.

oozes 0111 0/2112 20H 1772 0004

DESC: COHPLAI NT REGARD I NG ORDER ENTEltED WITHOUT NOli CE OR wrTHOIIT AN EVIDENTIARV HEARING

D1/10/lU2 20H 17H 0002

DESC: COURT CORRESPONDENCE ATTORNEV TO JUDGE HUTCHISON

D028S 011l0n012 177&

DESC: MOll ON FOR secONI) COhIFERENCE PURSUANT TO RULE I U

OF THE lEXAS RULES OF CIVIL PROCEDURE

01/1012012 2076 1782 0020

FIRST _OED TO ROBERTSON'S CLAIM,

FIIlST AMENDED ANSWER TO ORIGINAL PETllION,AND FIRST AMENDED COUNTER-CLAIM

AGAINST ROBERTSON

00287 01/10/2012 ZOH 1802 0005

DESC: HOlI ON TO SET DOCKET AND TO ENTER WRITTEN RULINGS ON >lUHEROUS

HOTIONS FILED BV JERRV VALDEZ

00288 01/1lllOl2 lOH 1807 0002

OESC : COURT CORRESPONDENCE ARHANDD TUVINO , AlTV TO JUDGE HUTCHISON

0028' 01/1012012 20" Ian 0016

DEse : SUPPLEHEIIT AL TO HOlIDli FOR SUMMARV JUDGHEIIT

00292 0111112012 207' 72U 0005

DESC: OSJ ECT/ 011 SECONI) S£T OF ROSERT ROBERTSON'S COI(JEST

OF THE I "7 WILL

onn 01/1212012 201' 7271 0104

DEac : RESPONSE DEFEHDAHT BRUCE ROBERTSOII, JR TO

PLAINTIFF'S FIRST AMENDED SET OF REOUEST FOR ADMISSIONS

01/25/2"2 2077 IU7 0002

DEse: ANSWER FIRST SU'PLEHEIITAL OF COU>lTER-DEFENDANT

BRUCE AOBERTSDII

002" 02/02lZI12 Z077 saas 0002

DEse : COtiRT CORRESPONDEHCE

20 RUW DATE: D'/17/2U~ a.IC'~ County Clntr.1J.2.ld Doclctt Svst ... PI; 20 PGM: OK.~'oa'

RUN lIP1E: 15155:~S JCL: SPP~OD

FROM ARIIANDO TREVINO,AllY TO JUDGE

HUTCHISON

00291 02/05/2012 2017 5565 0002

EFFECT OF DENIAL FO APPLICATION FOR

MIlT OF HANOAJ!US

0129& .2103/2012 2017 5361 ooos DESC: HOTION TO DISMISS

ROBERTSON'S PETITION AGAINST ROGERS

"2" 02103/2012 2071 53" ooo~

SPECIAL EXCEPTIONS TO Mill CONTEST FILED

BY BRUCE ROaERTSOH,J~

oosoo 02/03/2012 2071 ooo~

DEse: HOTiON TO DISHISS

Mill CONTEST FOR LACK OF JU~ISDICTION

02/05/2112 2017 OOO! 00315

DESC: Al£IIOEO "" OPPOSITION AND CONTEST TO PROBATE OF

PURPORTED ifiLL AND APPLICATION 10

APPOINT IIIOEPENI)ENT EXECUTOR

onOl 02lOS/2012 21n 9923 0003

fIRST AMENDED; TO ifIll CONTEST

00308 I2/OS/2012 2017 "26 0006

DESC: HOTION FOR

CONTI NUCE

.un 02108/2t12 2.17 9919 ooo~

CONTESTANT'S TO PROPONENT' II MOll ON FOR

SUMMARV JUOGP£NT AND SUPPLEPIENT 1>£RETO

onn 02/1012012 2.17 '~i2 0002

DESC: COlIRT COR~ESPONDENCE

FRDH ARIIANDO TREVINO,Any

OOSl~ 0211012012 2011 '''4 0003

DESC: HOTION FOR NEN TRIAL

003" OZl10/2012 2076 2286 0001

00310 02/1"2012 2018 asiS 0102

DUC: NOTICE

OF APPEAL

00311 02/21/2012 2018 83'7 0002

OESCI CE1UIF1CATE

OF WRITTEN DISCOVERY

00312 12125/2012 207a 1297 0002

FROM FOURTH COURT OF "PPEALS (IN RE :

JERRY VALDEZ' HOTI ON TO CORRECTl

80322 .212412012 2078 8'SO 0001

DESC: COURT CO~RESPOND£NCE

COU~T OF APPEALS

21 RUN DATE: 09117/2014 lit . . , e.u.t~ etntrtl1ud Docket SYSUM PI: 21 PGH: DOUOOP

RUN TIlE: 15:55:45 JeL: SPPROD

'1525 1212412012 2071 6951 0001 DESC, COUIIl CC41R£SPONDENCE

eOUIIT OF APPEALS

USU 0212&12012 Z076 "16 0002

OESC: COUltT CC41RESPONDENCE

FROH ARHANDO TREVINO ATTV

0051' 02l26/ZI12 2078 9'20 0003

OESC: HOTIOIoI FOIl NEil TRIAL

OURING COURT '$ PLE1

DOSIS D2I2612112 2D78 "25 0002

DUC: eOUltT CORRESPOHDENCE

FR. ARMANDO TREVINO

0051' 02126/2012 2078 9425 0002

DESC : NOTICE DISHISSAL

OF APPLICATION TO lIE APPOINTED INDEPEUD-

ENT EXECUTOR OR EXECUTRI X

DOSl7 02126/2012 201& 9427 0002

DESC: HOTlOIoI TO

ENTER C41DER REGARDI NG RULE I " HEAR I NG

Gl516 0212&/2012 2076 9429 DDl5

DESC, CCUIIT CC41RESPC1t4DENCE

FR. ARHANOO TREVINO.AlTY

OUlt 02128/2012 2076 9452 ODIO

DESC: OIlJECT! 0loI

TO ORDER THAT HE JOIN ALL THE CHI LOREW

OF MARTHA JANE VALDEZ; JERRY VALDEZ'S

00320 02128/2012 2076 DOD3

ADOPTION OF DOROTHY H. HELLD'S OIlEJECT-

IONS TO CLAIH OF aRUCE ROIlERTSON.JR, AND

REQUEST FOR A HEARING

005Z1 02128/2012 2076 '454 0002

DESC: COURT CORRESPONDENCE FROM ARMI'NDO TREVlNO.Anv

00524 05102I201Z 20H 5'48 DOt!

DESC: RECEI PT APPELLANT'S DOCKETING STATEHENT (COURT

OF APPEALSI

00525 05l02l201Z 20H 0005

LEnER FR JERRY VALDEZ 10 HOII, KEITH

E. HOTTLE

05/1'/2012 ZOllO Of03

DESC: C()tjTESTANT'S RESPONSE TO JERRY VALDEZ' OBJECTION 10

ORDER THAT HE JOIN ALL THE CHI LOREN OF

Ml'RTHA JANE \/ALDEZ

00$27 0512712012 ZOllO 61'6 0001

OESC: COUIIT CORRESPONDENCE FROM FOURTH COURT OF APPEALS

00526 0411 "2012 2D62 DDU

DESC: ORIGINAL ANSWEIt

22 RUN DATE: n1l7l201~ Bt . . r county CtntrtllZtd Dooket Sy,toa PI: 22 PGH: DKB4900P

RUN TIllE: 15:53:45 JCl: SPPROD

TO BRUCE ROBERTSON'S AlENDED OPPOSITION

TO PROBATE OF PURPORTED ifill AND TO

APPOINT IND. EXECUTOR

f052' 04113/2012 20112 0002

DESC: HOTION TO DISHISS

HOTION FOR COLLECTION OF AI40UNT OF

SUPERSEDEAS IIOND AND FOR DEPOSIT IN

DECEDfNT'S U1AlE

01330 0411312012 20112 2'59 ooos DESC: SPECIAL EXCEPTIONS

TO AlENDED OPPOSITIONTO PROBATE OF 1997

WI LL OF HARTHA JANE VALDEZ

01531 0~/U/2012 21112 2'" 0002

DESC: '*'-ANDUM

FR . ARMANDO TREVINO ATTV

01332 04/1712012 ZOIlZ 411411 0001

DESC: HE_ANDUM

COURT OF APPEALSIAPPEllEE'S HOTION FOR

EMTENSION OF TillE TO FILE IIRIEF

Dun OV25/Z012 20a3 0002 DESC : COURT CORRESPONDENCE "" FR. JOHN A. HUTCHI SON. 11 I

On3' 05/02l2U2 20113 SIS' 0001

DESC: CDURT CORRESPONDENCE

01335 0510712012 20113 7163 0001

DESC: COURT COIIRESPCNDENCE

FROM COURT APPEIILS

0133' 05/n/2U2 28113 all17 OOU

TELEPHONIC HEARING TAKEN 04-12-2012

01337 05/14/2U2 20114 1925 0002

LETTER TO JUDGE HUTCHI SON FROM ARMANDO

08536 TREVINO

05/14/201 2 20114

OESC: HOTiON FOR SUMMARV JUDGMENT 1927 " .. AIIO REQUEST FOR ATTORNEV'S FEES (JERRV

VALDEZ'S FIRST AMENDED)

0033' 05/1412012 20114 1"3 0007

DESC I SUPPLEHENT AL

TO JERRV VALDEZ'S OPPOSITION TO THE

JOINING OF HIS SIDlINGS AS CONTESTANTS

TO THE WILL

00340 05/1 .. /2012 20&4 2DOO

OESC: RESPONSE

OPPOSING COURT ORDER THAT ALL HEIRS OF

foWITHA JANE VALDEZ BE JOINED AS

CONTESTANTS TO HER WILL (VERIFIED)

00341 05/14/2812 201l~ 2009 0004

DESC: SUPPLEIlENTAL

23 RUN DATE: 09117/2114 III ... C••• ll<' ClntroU;ud Docklt SysteM PI: 23 POM : OU4'00P

RUN TIlE: 15:55'45 JCL : SPPROO

JOINING OF HIS SllIlINGS AS CONTEST4H1S

TO THE HILL

00343 OS/29120\2 20lS 4371 0004

DnC: TRAVERSE TO BRUCE ROBERTSON'S ,"TEMPT

TO FOIICE JERRY YALDEZ TO JOI N THE

SURYI VOltS OF MARTHA JIUIE VALDEZ AS

PARTIES TO THE WILL CONTEST

0610112012 208S 4311 tOOl

APPELLEE'S MOTION FOIl ElCTENSION TO FILE

IIR IEF

00342 ur2712D12 2086 9026 0003

DESC : HE_ANDUH

U/27f2012 2086 ODO'

DESC : APPL FOIl TEMPORARY ADM I NI STRA

(VERIFIEDl

003<5 U/2t12D12 2087 2811 0001

LETTER FROM 4TH COURT OF APPEALS

US50 07/05/2012 2ot7 4795 0002

FOUTH COURTS OF APPEAL

00347 0710912012 2087 6042 0041

FOR SU_V JUDGMENT ON ROaElitTSONfS

CLAIM AOAINST DECEDENTS ESTATE

00341 0710912012 2017 70U 0005

DESC: SUPPLEP1ENT AL ANNUAL ...cCOUNT

FIItST; FOR SUHHAIIV JUDO/ENT

"54' 0110912012 2087 7018 0002

DESC: CERTI Fl CATE

Of SERVICE; FROM ARMANDO TREVINO

OOSSI 07/10/2112 2088 0752 0002

DESC: HE_IINDUM

TO IEXAIt COUNTY CLER~ FROM CLE~ &

SPENCER, "TTORJEYS "T Lilli

(IN RE: NOTICE OF APPE"Ll

00353 HIll/20l2 2088 3152 0001

DESC: lIE_lINDON

L TTIt FROM COURT OF "PPEALS

OOS52 07/17/2012 20ee 5151 0001

CERTIFICATION OF COMPENSATION AND

E)(PENSES OF ASSIGNED STATUTORY PROlATE

JUDGE MINUTE ORDER 2010-4S

OUS' 07f2712012 20e, 45'5 0001

DESC: coun CORRESPONDENCE

FRDM 4Ht COURT OF AP'EALS

ouu Oe/P2I2012 2pe, 6925 0001

DESC: COURT CORRES'OND£NCE

FROM 'lH COUll OF AP'EALS

24 RUN PATE: 0911112014 80 . . . County C.ntral1ud Docket Slistu PI : 2~ PGI1, DttB"DOP

~UN TIME : 15 : n:~s JCL : SPPROD

011/0$/2'\2 2011a 9959 toGS

DESt : RESPONSE

TO &IlUtE ROIIE~TSONS AHEMPT TO F~CE

JERRY VALDEZ TO JOIN THE SURYl Y~S TO

THE ifi L L CONTES T

00355 GelO3/2alZ 20l1li 0002

OESC : MOTION TO

SPECIFY MATTERS SET F~ ./271Z012

0&103/2012 20l1li '''5 OESC : COURT C~RESPONDE>lCE

anu .lI/n/2alZ 2089 IDOl OESC: REQUEST F~

POST NOTICE

D03U 08/03/2012 2 •• ' "Z7 DOOI

FROM FOURTH COURT a.' APPEALS

00358 •• /01l2DI2 2D89 D002

OESC : COIIRT C~RESPONDENCE

HON JOHN A HU TCHI SON III

onu all/07/2D12 20.9 "28 OOOZ

DESC : COURT C:~RESPONDENCE

FROM 4TH COURT OF APPEALS

OD357 01110912112 208' toOl

DESC: NOTI eE OF APPL

FOR APPOI HTMENT AS TEMPORARV

AI)IIINISTRATOR

Dn.4 '''2412112 2 .. 3 4952 IDOl

DESC , COURT cORRESPONDENCE

LT TR FROM trlH COURT OF APPEAlS

aous 09l11l/ Z012 Z09~ 4402 1022

onC: PETI TlON FOR

WRIT OF MANDAMUS FItM 'lH CR T a.' IIPPEALS

onu '911&12012 2094 4434 0075

APPENDIX FRM 4TH CR T OF APPEALS

DUll 10/1612012 2096 3248 0005

DES!; : MOTION TO

RENEWED APPOINT A>I ADHINISTRAT~ OF

DECEDENT'S ESTIITE

01368 1 01 2312Gl 2 2D" IIU2 ODOZ

DESC : COIiRT CORRESPONDENCE

fOURTH COURT OF APPEALS

vou, 11/2912Gl2 2.,. 9821 0003

ENTER ORDER SEl l iNG HEARINGS OR REFUSING

TO SET HEARINGS

01370 OSI2"2013 210. 010' 0002

DESC I

LETTER FRON ARMANDO TREVINO ATTV TO

GUV HERMAN JU~

00311 03/U/2D13 2106 01 11 0008

25 RUN D"TE: 09/17/2DI~ lIulr County ContrlllZld Docklt SYlto. PI : 25 PGII: OIlI""P JCL : SPPROD

VERIFIED ~TION FOR ACliON PURSUANT TO

SECTION 25.0022 01575 0i/25/201S 2112 0047 DESC . HOlI ON FOR SUItWIY JUDGf1ENT

FIRST AlENDED REGARDING ROBERTSON'S

ROaUlSON'S CLAIM 4GAINST DECEDENt'S

EST"TE. 01111/2013 2112 9511 Don DESC : AlENDED

OPPOS III ON AND CotlTEST TO PROIIAlE OF

PURPORTED WILL AND APPLICATION TO APPOINT INDEPENDENT EXECUTOR.

OOS75 07/1112113 2112 .514 0001 DESC : CONTESTANT'S

AMENDED RESPONSE TO JERRY IIALDEZ'

OIJECTION TO ORDER THAT 1£ JOIN ALL OF

THE I£IRS AT LAW OF MARTHA JANE IIAlDEZ

AND MOliON FOR ENFORCEMENT OF SAID ORDER

0137' 01111/2013 2112 '521 002&

DESC , CONTEST ANT'S

AMENDED RESPONSE 10 PROPONENT'S FlRSl

AMENDED ~TII'N FOR SUMMARY J UDGEMENT

AND REQUEST FOR ATTORNEV' S FEES

00577 07l51/2t13 211~ 22" 0002

DESC : MEMORANDUM

FROM ARMANDO TREVI NO

00571 01151120U ZI14 2Zle Don DESC : HOTION TO

RECUSE

0057' OIl/OIl/ZIIS 2115 35.5 DDOZ DESC . NOTICE

COIlAT FEGAROI NG JERRY VALDEZ' MOllON TO

. . 3110 DIIII.,ZII5 2115 IIZS' OOOZ OESC . REQUEST FOR

FOR A HEARING OF THE MOliON TO RECUSE

TI£ HONORABLE J DtiH A. MUTCHISON III.

nUl 011/2012113 ZIU IOI~ 000.

DESC : OIJECliON

AND RESPONSE TO JERRV VALDEZ HOllON TO

"585 01112&12113 21U "" 0005

DESC : MOll ON lRAVERSE TO THE RESPONSE TO THE RECUSAL

DtU4 0&121112015 21U "74 0002

COliER LETTER FOR ARMANDO TREVINO

DOUS 011/21112015 21U "76 0002

DESC .

COVER LETTER FOR ARJIANI)() TREVINO

003 •• '''12I201S 21ltl 02" "01 DESC: COURT CORRESPONDENCE

26 RUllIlATE, "/17/201~ '"xar County Clntrallzld D•• klt Systl. Pt : 2' PGII: 1lIt'~"DP

JlUII TIME: IS : 5S : ~5 JCL : SPPROO

F1tOM HDH . JOtfoI HUTCHISON, III TO

GERAAD RI CKHQf F

OOS67 ,9I16/2I1S 2116 l isa 0007

DESC: HOT! ON TO

SET ASIDE ORDER THAT DENIED THE

RECUSAL HOTiON WITHOUT A HEARING

OOS66 09116/2013 2116 I US OODS DESC : APPL. FOR

HEAAINGS AND RUL INCIS ON UIH:ARD HOTI DNS

AIoI) HOT I ON FOR SANCTIONS

00389 091271201' 211a 62al DOD' DESC : HOT/ON TO

SET ASIDE $£'T .. ',2013. ORDER

00'90 11/26/201 3 2122 17 . . OODI DESC : PROOF OF SERVICE CERTIFIED HAl

NGTICE FROM SUPREME CoUR T OF TEXAS

Dntl 1 112l12U3 2122 7170 ODOI DESC , PROOF OF SERVICE CERTIFIED ""I

NOTICE FROM SUPREME COURT OF TEXAS

OOS'2 Il/U/2t1S 2122 1771 0001

DESC : PROOF OF SERVICE CERTIFIED HAl

NOTICE FRDM SUPREME COURT OF TEXAS

"S93 I2I09/2U' 2123 3243 0002 DESC : _ATE

00'" 12110/2113 2123 4026 0002 DESC : COURT COUESPDNIlENCE

COURT OF APPE.. LS

oosn 121111/2013 21lS '714 0001

0.,,, 12/24/20lS 2124 2663 0001 DESC : MEMORANDUM

FROM JOtfoI A. HUTCHISON III TO SUSAN

VEATIS.

DI'H I2ISI/2013 212_ SUI 0003

PRE PARA TI ON OF CLERK'S RECORD ON APPEAL

Du,a IUS I 1201S 2 1 24 SU4 0002

DESC : RESPONSE

AND OeJECTI DNS TO JERRY VALDEZ'

APPPLICATION FOR HEARINGS AND RULI NOS

003" D/ 11112014 2125 321a 0002

DESt : MEMORANDUM

FRDM ARMANDO TREVINO TO CHERYL D. HESTER

10400 0211012014 212. a72' 1002

APPEL LEE'S REQUEST FOR PREPARATION OF

CLERK'S SUPPLEMENTAL RECORD ON APPEAL

00'01 IS / oa/20H 2132 2D/1I 000'

MDT! ON TO ENTER APPEALA6LE DRDERS

REGAADING THE ADt1ISSION OF DECEDENT'S

27 RUN D.\TE: O'/17/201~ al.l,. County Clntr.lized Docket S'yat •• Pt: 21 PGf'. oc&".oap' R\.N TIlE, IS,S5:45 JeL : SPPROO

WILL INTO P~OBATE AND DENYING

APPLICATION TO BE "PPOINTED INDEPENDENT

EXECUTOR

01402 U1I5/2014 2US '0&5 0002 DESC: MANDATE

0&/01/2014 2131 119& 0001

DESC , RECEI PT

OF EXHIBITS

PROB"TE COURT U

COURT REPORTER - VEJlONICA LUGe _LES

DATE OF HEARING - '510212'12 00404 01112112014 21" D003

DESC: DESIGNATION OF CLERKS RECORD

-TRIAL INFOR"ATION" SEQ DATE FILED COURT SETT. OATE TI HE All V

0000' 10/unl01 on 10/211200& 02, OOPM

DESC : PROBATE HEARING

.0012 11114/2"11 OD2 1211912001 01 : 30P" AT

DESC: ORDER SETTING HEARING

ON APPLICANT'S SPECIAL EXCEPTIONS

OOlH 12105/20011 002 12/19120011 01,30PH

DESC, ORDER SETTING HEARING

0001& 1211 0/2OD& 012 1211912006 01 :30P"

DESC: ORDE~ SETTING HEARING

00021 1211912008 002 12150/200& OS:O"" OESC. PROBATE HEARING

MOTION TO SET ASIDE THE INTERLOCUTORY

ORDER OF 1111 olOe AUTHORIZING PAYHENT OF

fEES TO "lTV AD LITEM.

0002. 03/1 DI200' 011 U/24120n II : 3D,,"

DESC . ORDER SETTING HEARING

HOTION TO COMPEL AND FOR SIINCTIONS

0002' UII5120 n 002 D4129120n n : 50AM

MOTION TO COMPEL ANO FOR SANCTIONS

OOU2 04/2712009 002 05/0.,2009 10: 30AM

DESC: ORDER SElliNG HEARING

1ST AMENDED HOllON TO COMPEL CONTESTANT

TO ANSWER DISCOVERV REQUESTS .

00034 0412112009 001 05".,2009 10: OOAH

DESC: ORDER SElliNG HEARING MOTI ON FOR CONTI NUANCE

00040 05/Ut20" .IZ h/24/20n 10 : 00,," AT

DESC , PROBATE IEARING

ON MOTION TO ENTER ORDER GRANTING

ooosa 05/2112009 002 h/24/2009 10 : 00AM "T DESC : PROBATE IEARING ON 11£ OIlJECTION TO ORDER REGARDING HAV •• 2009. HEARING AND COUNTEII - HOTION

28 RUN OATE, 09/1112114 a... r C•• ntll C•• tr.llzod Oocket SlIlh. PI: ZII PGI1: DKU900P

JCL: SPPROD

FOR SANCTt ONS

00041 05/2112109 002 AT

DESC: PROBATE HEARING

ON I«lTl ON TO ENTER ORDER GRANTt NG

SANCTIOWS

16/H/zon 011

DESC : ORDER SETTING HEARING

I«lTtON TO RESCHEDULE ORAL DEPOSI TlON

1004a 01lZ11/21n .,2 10/01120., 02 : 00PM

oESC : ORDER SETTING HEARING

I«lTl ON TO COMPEL AND FOR SANCTI ONS

10050 07/211/20., 012 10101/2009 02:00PM

HOTION FOR A RULE I" CONFERENCE

00052 07/2a/2009 002 1010112009 02 : 00PM

O.aJECTlONS TO THE AFFIDAVITS OF _ I E

CONTRERAS AND STELA PENA

01054 oa/OS/20n 002 oa/osnoo. 02:00PI1

I1DTtON FOR PROTECTIVE ORDER

UOSII nns/zo" 002 1010112009 02 : 00PM liB

DESC: PROIIATE HEARINO

ON DOROTHY HELLO'S I«lTlON TO COMPEL AND

FOR !lANeTt ONS

ooou 10123/2019 002 12130/200' 02 : 00PM

""4 10/23/2D" 002 12/30/200' 02:00PM

DESC: ORDER SETTING HEARING '

OOOU 11/2312009 002 12130/2009 02: OOPI1

DESC: PRDIIATE HEARING

uoao 1212"2009 101 11121/201 0 09: SOAM

DESC: ORDER SETTI~G HEARING

1«l1lON FOR PARTIAL $~V JUDGHENT InLL

liE HEARD IIY WRITTEN SUBMISSION

000113 02122/2010 002 03/02/2010 10 : 00AM

non 03/2912010 001 05/25/20 I 0 02 : OOPI1

DESC : NOTt CE OF HEARl ... I1DTlON FOR NEil TRIAL FILED

IIY PROPONENT JERRY VALDEZ

60094 0510112010 002 0511312010 02 : 00PI1

oao.a 05/2012010 002 '.lOa/201 0 10 : OOAM

DESC: ORDER SETTING HEARINO

UUS 1010112010 002 10/0712110 09 , $OAM

DESC: HEARING HELD MTII FOR CONTI IlUANCE

001 S. 12/a/20ID 002 1211512010 Il;OOA"

DESC: HEAR I NG HELD APP FDR TEI1P AOMI~ISTRATION

001,. 0~/la/201l 001 0211512012 09 , 00""

DESe ; ORDER SETTING HEARING

29 RUN DAlE . 091171201' III . . r County ClntraUzoG Docklt $ysta. P, . 2' PGII : 1lII.1I4901P

RUN TIlE: 15 : 53:45 JCL ; SPPROO

WIlL CONTEST

002U 10/11/2'11 102 II/U/20ll 01 : 30PM

HOTiON TO SET FACT - F1IG:IING HEARING

PURSUANT TO .IUDGIENT Of COURT Of APPEALS

00290 01/1911012 002 02/05l201211 , ooAM

DESC. ORDER SETliNG HEARING

00291 0112112012 002 02105/2012 II : OOAM

DESC : ORIl£R SElliNG HEARING

00501 02116120 1 2 002 0"25/2012 09 : 00AM JAM

00302 02/"12012 002 1612512012 09:00AM

00572 "11 5/2015 002 07122120\3 02 : 00PM

DESC , ORDER SEllING HEARING

• 0 ROE NFORMATION-

SEQ DATE FILEO .IUDGE HAlE VOL UHf PAGE PAGE OIT AMOUNT SOF

00001 12/50/200e TOM RICKHDFF OHI 123! 0001 0 . 00

DESC: ORDER OF

REFERRAL

00002 06102/200' POLL V J ACKSON SPENCE 2022 4952 0005 0 . 00

DESC: ORDER

ON PROPOfENT'S S'EC1~L EXCEPTIONS 2. 5.

4, AND , ARE SUSTAINED AND I, S, AND 7 ARE DENIED.

1000S 0./24/2'0' TOM RICKHQFF 2023 U50 0005 O. 00

Il£SC : ORDER GRANTI NG

CONTESTANT ' S MOTIONS FOR SANCTIONS

01004 1111 "ZOO, TOM RICKHDFF 2031 0101 0 . 00

HOTiON OF PROPONENT J ERRV VALDEZ TO DROP

THE HEARING OF THE HOTiONS SET FOIl

NOVEMBER 10,200'

0I00S 0210112010 POLLY JACKSON SPENCE 2U5 lUI 0001 O. 00

DESC: OIlDER OVERRUL.ING PROPONENT·S f«)TION FOR

PARTIAL SUHllAAV J U_NT I N WILL CONTEST

0"06 02110/2010 POLLV JACKSON SPENCE 20)5 6029 0 . 00

DESC : OIlDER APPROVI NG

CHAJUIE OF THE COURT

"007 0310212010 POllY JACKSON SPENCE 2056 7441 0002 0 . 00

DEst : .IU_NT DENVING APPLICATIONS TO PRO.ATE TIOO

WillS

OlOoe 0)113/2010 POLLY JACUOH SPENCE 000 1 0 . 00

DESC : ORDER A'PROVING PROPONENT'S REQUESTED JURY QUESTIONS,

I NSTR UClI ONS AND DEF I NIT I ONS

0000' U/1l/201D POl l Y JAC~SON SPENCE 2045 0'2 0002 0 . 00

DESC : ORDER

30 RUN DATE: 09117/201. •••• r COl,lnty Clntr.llz.d Docket Syst •• PI : SO POM: DU4900P

RUN TIlE: 15:5S.4' JCL: SPPROD

OF RECUSAL NW ORDEII OF REFERRAL UNDER

SECTION 25.00255 TEXAS GOVER_NT CODE

00010 01111/2010 POLLY JACKSON SPENCE 214~ 47'2 0001 0.00

DESe: ORDER

OF RECUSAL AND ORDER 01' REFERRAL

UNDER SECTION 25.00255 TEXAS GOVERNMENT

CODE

00011 0"50/2010 SANDEE "YAN KAlIl ON 2044 94112 0001 0.00

DESC. ORDER

TI£ APPELLANT'S MOTION TO ABATE APPEAL

I S HEREBY MOOT.

01012 1010112010 JOHN HUTCHINSON 204, as04 0001 0.00

DESC , ORDER AUTHOR III NG

"UCE ROBERTSON. JR' J WITHDRAW AS

00015 ATTDRWEY OF RECORD

10/0112010 JOHN HUTCHINSON

DESC: ORDER GRANTING 2150 ." DOli 0 . 00

CONll NUANCE WAS DENIED

01014 10/11/2010 JOHN HUTCHINSON 2050 5412 0002 0.00

oESC: JUDCII£NT

(FINAL SUMMARY)

00015 1211512010 JOHN HIlTCHI IISON 205~ 7152 0001 0 . 00

oESC: ORDER DENYING

MOTI ON FOR WEW TRIAL

1001. 01/U120ll JOHN HUTCHINSON 2054 35211 OODZ 0.00

REINSTATING PLAINTIFF'S NOTIONS

00017 01/04/2011 JOHN HUTCHINSON 2054 7044 0005 '.00

DEse. ORDER APPOI NT I NG TE"PORARY I\DH

tOOla Dl/U/2.11 JOHN HUTCHINSON 205_ 70<4 0004 •• 00

DESC: ORDER APPOINTI NO TE"PORARY "'011

PEH!)ING CONTEST OF WILL

00019 01/1S/2011 JOHN HUTCH I NSON 2055 0848 0002 10000 . 00

DESC: ORDER APPROVI>IG aOND

00020 04/20/2011 JOHN HUTCHINSON 20.1 5135 0001 0 . 00

OVERRULING OBJECTIONS TO PROPOSED ORDER

unl 07113/2011 JOHN HUTCHINSON 20i5 a,u 0001 0 . 00

DESC: ORDER DENVI>IG

JERRY VALDEZ REQUEST FOR FINDI NGS OF

FACT AND CONCLUSION 01' LAW

OU22 0912212011 JOHN HUTCHI WSON 20U 9271 0002 0.10

DESC: ORDER APPROVING

RESJ .......TlDN OF TEMPORAllY ADf1INlSTRATOR

00025 n/~.IZOII JOHN HUTCHI NSON 207. 70U 0001 25~. 77

DESC. OItDER AUTHORIZING

oe024 091,,/2011 JOHN HUTCHINSON 2070 70~. 0001 0.00

DESC : ORDER TER"INATING

00025 II /I 0/2011 JOHN HUTCHI NSON 2072 UZI 0002 0.00

DESCz ORDER APPROVING

TEI4PORARY AIlIIIIoiISTRATOII'S ACCOUNT

FOR FINAL SETTLEHEWT AND AUTHORIZING

31 .UN nAT£ : .9/17/2014 alxl r County Clntraliz.ed Dock.et SYlt •• PI : 51 PGM ~ OU~9'OP

RUN TIME : 15 : 55 : 46 JCl : SPPROO

E)(PENDI TURES

OOOZ. 11/10/2011 JDI*j HUTCHINSON zon 051' 0001 0,00

OESC : OROEII D£NVING

JERRY VALDEZ HOTiON TO ABIDE AND TO

ENFORCE MANDATE AND SETTLEMENT AGREEMENT

OOOZl I lnll20lI J OHN HUTCHI NSON 0002 0 , 00

DENYING COUNTER-PlANITIFF JERRY VALDEZ

HOTION FOR SA!lCTlON$

0I0Z11 11121/2011 J OHN HUTCHINSON 2015 1 ~1I2 0002 0.00

OESC: ORDER GRANTI NG

COUNTER-DEFENOAlllS HOTION FOR SU_Y

J UDGMENT

00029 OI/" / UI2 JDI*j HUT CHINSON 20n 5915 0002 O. OD

DESe : ORDER

SETTING HEARING

nosl 01/2012012 JDI*j HUTCHINSON ZOH 113511 0002 0 . 00

SETT I NG HEARING

OIOlf 01/21 / Z0lZ J OHN HUTCHINSON 20H 10~' 0002 0,00

DESC: AGREED ORDER

DlDSS OUOS/20lZ JOHN HUTCHINSON 2011 "U 0001 0 . 00

DESC: ORDER AUTHOR12IMB DISMISSAL

PET IT ION AGAINST ROGERS AND DENIES

OOOS~ 02l05/ZI12 JOHN HUTCHINSON 2011 "15 0001 O• ••

OESC : ORDER APPROVING INVENTORY

DIns 02/11/2012 JDI*j HUTCHINSON 21111 ZIII~ 0001 0 . 00

PURSUANT TO RULE 59

00052 0211312012 J OHN HUTCH I NSON 2111 ,,~S 0001 0 . 00

DESC : AGREED ORDER

PURSUANT TO RULE 3' IOU. 02l2012t12 J OHN HUTCHINSON 20711 11'., 0005 0.00

ON VAAIOUS ""TI ONS. OaJECTI ON$ & OTHER "

AlTERS

00031 0~/Z4I2012 JOHN HUTCHINSON 20115 0986 0001 0 , 00

OF DISMISSAL WITHOUT PREJUOICE

000'5 0"I"Z0I2 TON RICKHOf F ZIII' Z651 0002 O• • 0

DESC : JUDGMEm

FINAL JUDGJ1ENT I N .RUCE ROI£R1$ON'$

CLAI" FOR ATT ORNEY'S FEES

DIose 0'/261Z0I2 TON RICKHOFF 2017 07511 0001 O•• 0

DESC . ORDER DENYING

HOTION TO SET ASIDE I NTERLOCUTORY

ORDER DENYING COUNTER-PLMNTIFF'S HOTION

FOR SANCTIONS

SIGNED BY JOHN A . HUTCHISON II I

00'" 011/0112013 JOHN HUTCHINSON 211~ "III 0001 0 . 00

DESC : ORDER REQUIRING

32 RUN DAle: 0911112014 eooar County C•• tral1ud D•• kot Sy.teM PI: 52 PGM: DKU90eP

RUN TIME: 1S:53:4' JCL: SPPROD

JOINDER Of' THE HE 1RS Of' THE DECEDENT

AS PAliTi ES TO THI S CAUSE

eo.,. .8/0112015 JOHN HUTCHINSON 2114 "2' 0002 O.DD

OVERRULING JERRV VALDEZ 1S1 AMENDED

HOlI ON FOIl SU_V JUDGMENT AND

REQUEST FOR ATTORIEY' S FEES

.0041 08/1.,2015 JOHN HUTCHINSON 211' SS" DOOI D.DO

DECLINING HOllON TO RECUSE AND ORDER Of'

REFERRAL REQUESlING ASSIG_NT OF A

JUDGE 1 0 HEAR "THE HOllON TO RECUSE

JUDGE JOHN A. HU1CHISON, III

01042 0"09/2115 JOHN HUTCHINSON 2118 0247 0002 0.00

DESC: OIIDER

REQUIRING JOINDER Of' THE HEIRS OF THE

DECEDENT AS PART! ES TO THI S CAUSE

REPLACES OIIDER SIGHED ",UG 5.2013

OD04S 0""12015 JOHN HUTCHINSON 2118 02" 0002 D. eo DESC: ORDER

OIIDER OVERRULING JERRY V4lDEZ' FIRST

AMENDED HOTiON FOR SU_V J UDGEMENT AND REQUEST FOR ATTOIIIEY ' S FEES

REPLACES ORDER SIGHED oa-'S·20IS

000" 05/21/2014 JOHN HUTCHINSON 2140 6592 0002 O. DO

DEse: OIIDER

015"ISSING JERRY VAlDE.Z ·S APPLICATION

TO AOtIIT MILL INTO PROIlATE

III . 0 N I) INFOR"ATION"

SEQ DATE FILED PRINCIPAL

ODODI 01/18/20\1 MARCUS P . ROGERS

AGENT : SHERRI SCHRAER """UN1: 10000.00

SURETY: CAPITOL INDEMNITY CORPOIIATION

REASON: ADMINISTRATOR OF ESTATE FOR": COIIP

RELEASE DATE:

33 2014 OCT 17 Ml g. 28 NO.2008-PC-3026 :.: • I . .', i~;I: ..-:HGr:- i.~. E,· I; . l~lJ'3 i,T[ COUf\iS 3D ;',n '~CUfi T Y. Ti::X AS IN THE ESTATE OF IN ~_PROBATE CQ!1JlT UEIJUT Y MARTHA JANE VALDEZ, NUMBER ONE

APPELLEE'S REQUEST FOR PREPARATION OF CLERK'S SECOND SUPPLEMENTAL RECORD ON APPEAL

To: Honorable Gerry Rickhoff Bexar County Clerk Probate Section Bexar County Courthouse San Antonio, Texas 78205

Bruce Robertson, Jr., the Appellee in this cause now on appeal, requests that the following

documents in your file be included in the clerk's second supplemental record to be filed with the

First Court of A12peals in Houston (Cause No. 01-14-00563-CV) on or before October 23,2014.

1. Plaintiff's Original Petition filed on June 21, 2011.

2. Order signed by Judge Tom Rickhoff on September 5, 2012, in Cause No. 2007-PC-

2303, styled In re the Guardianship ofMartha Jane Valdez, an Incapacitated Person,

Volume 2093, Page 6894. (This is in Probate Court No. 2.)

3. Appellee's Request for Preparation of Clerk's Second Supplemental Record on

Appeal (this document).

If you have q~estions about this request, please, let me know.

Dated this ~ 1 day of October, 2014. Respectfully submitted,

~ /4'6 ell'. TSdv' /AI' BRUCE ROBERTSON, JR. T.S.B.N. 17078000 8100 Broadway, Suite 102 San Antonio, Texas 78209 (210) 225-4001 Telephone (210) 224-2417 Facsimile brucerobertsonlaw@sbcglobal.net Attorney and ProSe

I certify that a true copy of this request has been served upon Mr. Armando Trevino, attorney

of record for Jerry Valdez, by facsimile transmission on this j ·1 day of October, 2014.

~ ~CI'L1?d1I. BRUCE ROBERTSON, JR. 8100 Broadway, Suite 102 Board Certified Board Certified BRUCE ROBERTSON, JR. San Antonio, Texas 78209 Civil Trial Law Personal Injury Trial Law (210) 225-4001 Telephone Texas Board Legal Specialization Texas Board Legal Specialization ATTORNEY AT LAW (210) 224-2417 Facsimile brucerobertsonlaw@sbcglobal.net

October 22, 2014

Mr. Armando Trevino Ramos - Trevino 1519 Washington Street Laredo, Texas 78042

Re: No. 2008-PC-3026 Probate Court No. Two, Bexar County, Texas

Dear Mr. Trevino:

Enclosed is Appellee's Request for Preparation of Clerk's Second Supplemental Record on Appeal. We have been unsuccessfully trying to send this to you by fax.

Yours truly,

I~ J ~ (lV~ll~r · ./ /~ Bruce Robertson, Jr.