JoAnn Adele Brooks v. Paul Hedley Batchelor

CourtCourt of Appeals of Texas
DecidedMay 8, 2014
Docket05-13-00401-CV
StatusPublished

This text of JoAnn Adele Brooks v. Paul Hedley Batchelor (JoAnn Adele Brooks v. Paul Hedley Batchelor) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
JoAnn Adele Brooks v. Paul Hedley Batchelor, (Tex. Ct. App. 2014).

Opinion

AFFIRM; and Opinion Filed May 8, 2014.

S In The Court of Appeals Fifth District of Texas at Dallas No. 05-13-00401-CV

JOANN BROOKS AND MARY ROZANSKI, Appellants V. PAUL HEDLEY BATCHELOR, Appellee

On Appeal from the Probate Court No. 2 Dallas County, Texas Trial Court Cause No. PR10-1373-2

MEMORANDUM OPINION Before Justices Francis, Lang-Miers, and Lewis Opinion by Justice Lewis This appeal arises from the contentious probate of the estate of Susan Diane Barron. Pro

se appellants, JoAnn Brooks and Mary Rozanski, appeal from the trial court’s final order and

judgment on their motion to remove Paul Batchelor as the dependent executor of Susan Diane

Barron’s estate. In thirteen issues, appellants allege judicial misconduct and errors in the trial

court’s denial of their request to remove Batchelor as dependent executor. The background of

the case and the evidence are well known to the parties, and we therefore limit recitation of the

facts. Because all dispositive issues are settled in law, we issue this memorandum opinion. TEX.

R. APP. P. 47.2(a), 47.4. We affirm the judgment of the trial court.

On April 21, 2010, appellee Paul Batchelor filed an application for probate of will,

appointment of executor, and issuance of letters testamentary. Appellants, sisters of Susan Diane Barron, contested appellee’s application. Appellants filed a motion to remove Batchelor as

dependent executor with bond, and their motion was tried on November 9, 2012, and December

19, 2012. On December 22, 2012, appellants filed a letter with the trial court, asking for

reconsideration of certain rulings made by the trial court during the trial. On January 7, 2013,

the trial court signed its final order and judgment on appellants’ motion, denying appellants’

motion to remove Batchelor as dependent executor with bond, ordering that Brooks take nothing,

and ordering that Rozanski recover from Batchelor the sum of $7,061, plus interest. In a

separate order dated January 7, 2013, the trial court construed appellants’ December 22, 2012

letter as a motion for post-trial relief and denied the relief requested. Appellants filed a notice of

appeal on March 25, 2013. Batchelor continued to serve as executor until the administration of

the estate of Susan Diane Barron was closed. On March 27, 2013, the trial court signed an order

closing the administration of the estate and discharging Batchelor as administrator.

Representing themselves on appeal, Brooks and Rozanski filed an appellants’ brief on

June 5, 2013. We notified them that their brief did not meet the general requirements of Texas

Rule of Appellate Procedure 38.1, and identified eight areas in which their brief was deficient.

We gave them ten days within which to file an amended brief that complied with the Texas

Rules of Appellate Procedure. Although appellants filed an amended brief on June 18, 2013,

their amended brief is also deficient and fails to comply with long-established briefing rules.

In Texas, an individual who is a party to civil litigation has the right to represent himself

at trial and on appeal. TEX. R. CIV. P. 7; Ex parte Shaffer, 649 S.W.2d 300, 302 (Tex. 1983).

“The right of self-representation (or being what is commonly called a pro se litigant), carries

with it the responsibility to adhere to our rules of evidence and procedure, including our

appellate rules of procedure if the party chooses to represent himself at the appeal level.”

Bolling v. Farmers Branch Indep. Sch. Dist., 315 S.W.3d 893, 895 (Tex. App.—Dallas 2010, no

–2– pet.). Although we construe pro se pleadings and briefs liberally, we hold pro se litigants to the

same standards as licensed attorneys and require them to comply with all applicable laws and

rules of procedure. Peña v. McDowell, 201 S.W.3d 665, 667 (Tex. 2006); Hamilton v. Farmers

Tex. Cnty. Mut. Ins. Co., 328 S.W.3d 664, 667–68 (Tex. App.—Dallas 2010, no pet.). To apply

a different set of rules to pro se litigants would be to give an unfair advantage over litigants

represented by counsel. In re N.E.B., 251 S.W.3d 211, 212 (Tex. App.—Dallas 2008, no pet.).

Our appellate rules have specific requirements for briefing. See TEX. R. APP. P. 38.

These rules require appellants to state concisely any complaint they may have, provide

understandable, succinct, and clear argument for why their complaint has merit in fact and in

law, and cite and apply law that is applicable to the complaint being made along with appropriate

record references. Tex. R. App. P. 38.1(f), (h), and (i); see Bolling, 315 S.W.3d at 895. Only

when we are provided with proper briefing may we discharge our responsibility to review the

appeal and make a decision that disposes of the appeal one way or another. See Bolling, 315

S.W.3d at 895. We are not responsible for identifying possible trial court error. See Canton-

Carter v. Baylor Coll. of Med., 271 S.W.3d 928, 931 (Tex. App.—Houston [14th Dist.] 2008, no

pet.); Valadez v. Avitia, 238 S.W.3d 843, 845 (Tex. App.—El Paso 2007, no pet.). We are not

responsible for performing an independent review of the record and applicable law to determine

whether there was error. See Bullock v. Am. Heart Ass’n, 360 S.W.3d 661, 665 (Tex. App.—

Dallas 2012, pet. denied); Green v. Kaposta, 152 S.W.3d 839, 841 (Tex. App.—Dallas 2005, no

pet.). We have little latitude on appeal and cannot remedy deficiencies in a litigant’s brief.

Green, 152 S.W.3d at 841.

We first consider appellants’ statement of the issues. Appellants’ amended brief lists

thirteen issues for appeal. In their first and second issues, appellants allege “the trial court erred

in probating Susan Barron’s alleged will despite Batchelor’s clear criminal intent” and alleged

–3– “propensity to execute wills on terminally ill women.” In their fourth issue, appellants argue the

trial court erred by requiring business records affidavits for appellants’ trial exhibits. Appellants’

third, and fifth through thirteenth issues allege judicial misconduct by the trial court in making

various rulings throughout the probate proceedings that were adverse to appellants. Appellants’

issues fail to meet the requirements of the rules. They consist primarily of accusations against

counsel, the trial judge, and the opposing party; rely on alleged facts outside the record; are

unsupported by legal authority and application of the law to the facts; and seek to have this Court

make determinations outside the scope of our review on issues not properly before us. An

appellant’s brief “must state concisely all issues or points presented for review.” TEX. R. APP. P.

38.1(f). An issue presented for appellate review is sufficient if it directs the reviewing court’s

attention to the error about which the complaint is made. See Canton-Carter, 271 S.W.3d at 931;

Valadez, 238 S.W.3d at 845.

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Related

Pena v. McDowell
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Ex Parte Shaffer
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Canton-Carter v. Baylor College of Medicine
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Hamilton v. Farmers Texas County Mutual Insurance Co.
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Bullock v. American Heart Ass'n
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