John Charles Ulrickson v. Kelcie A. Hibbs, Individually, and Loe, Warren, Rosenfield, Kaitcer & Hibbs, P.C.

CourtCourt of Appeals of Texas
DecidedNovember 6, 2003
Docket02-02-00161-CV
StatusPublished

This text of John Charles Ulrickson v. Kelcie A. Hibbs, Individually, and Loe, Warren, Rosenfield, Kaitcer & Hibbs, P.C. (John Charles Ulrickson v. Kelcie A. Hibbs, Individually, and Loe, Warren, Rosenfield, Kaitcer & Hibbs, P.C.) 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
John Charles Ulrickson v. Kelcie A. Hibbs, Individually, and Loe, Warren, Rosenfield, Kaitcer & Hibbs, P.C., (Tex. Ct. App. 2003).

Opinion

John Charles Ulrickson v. Kelcie A. Hibbs, Individually, and Loe, Warren, Rosenfield, Kaitcer & Hibbs, P.C.

COURT OF APPEALS (comment: 1)

SECOND DISTRICT OF TEXAS

FORT WORTH

NO. 2-02-161-CV

JOHN CHARLES ULRICKSON APPELLANT

V.

KELCIE A. HIBBS, INDIVIDUALLY, APPELLEES

AND LOE, WARREN, ROSENFIELD,

KAITCER & HIBBS, P.C.

------------

FROM THE 141 ST DISTRICT COURT OF TARRANT COUNTY

MEMORANDUM OPINION (footnote: 1)

This case involves allegations of legal malpractice, breach of fiduciary duty, and violations of the DTPA.  Appellant John Charles Ulrickson sued attorney Kelcie A. Hibbs (“Hibbs”) individually and the law firm for which she works, Loe, Warren, Rosenfield, Kaitcer & Hibbs, P.C. (collectively “Appellees”) over their representation of him in guardianship and probate proceedings.  We affirm the trial court’s judgment in part and reverse and remand it in part.

I.  Background Facts

Appellant’s mother, Varina Ulrickson, owned the title to property known as 1800 Forest Park Boulevard, Fort Worth, Texas (“the Forest Park Property”), and allegedly owned the title to property known as 1215 E. Peach Street, Fort Worth, Texas (“the Peach Street Property”).  According to Appellant, on or about February 23, 1992, Varina executed a warranty deed on the Forest Park Property in favor of Appellant, reserving a life estate for herself.  Appellant contends that Varina delivered the deed to him sometime between late August 1993 and early 1994.  In late 1994, Varina suffered a series of debilitating strokes, and Appellant, via attorney Randall Lyle, filed an application for guardianship of Varina’s person and estate.  The inventory listing filed with the application included the Forest Park Property but omitted the Peach Street Property.  Temporary letters of guardianship were issued to Appellant on November 8, 1994.  Permanent letters of guardianship were issued on February 15, 1995.

On March 29, 1995, Appellees assumed representation of Appellant in the guardianship proceeding.  They prepared a document entitled “INVENTORY, APPRAISEMENT AND LIST OF CLAIMS AS OF DATE OF TEMPORARY GUARDIAN’S QUALIFICATION - NOVEMBER 8, 1994” in accordance with the controlling section of the Texas Probate Code in effect at the time. (footnote: 2)  This document included the Forest Park Property in Varina’s estate but not the Peach Street Property.

On April 11, 1995, Appellees filed an inventory and accounting for the guardianship estate that was effective as of February 15, 1995, (footnote: 3) the day the permanent letters of guardianship were issued.  Varina died November 24, 1995.  Appellees filed the final inventory and accounting for the guardianship estate on February 12, 1996.  Each document filed by Appellees included the Forest Park Property in Varina’s estate but omitted the Peach Street Property.

Appellees also represented Appellant in his capacity as the executor of Varina’s estate.  Appellees filed an inventory of the estate, including a list of claims, which was effective as of November 24, 1995, the date of Varina’s death.

Joe Ulrickson, Appellant’s brother and a beneficiary under Varina’s will,  filed a petition for an accounting and distribution of the assets in Varina’s estate.  On March 10, 1998, he served Appellant with the petition and a request for production of documents.  Appellees made the requested documents available for inspection, filed an answer on Appellant’s behalf on March 24, 1998, and filed a motion to withdraw as counsel for Appellant on April 29, 1998.  Ross Griffith took over as Appellant’s counsel and filed an accounting on Appellant’s behalf.  Appellant ultimately settled the dispute with his brother on March 13, 1999.  Appellant brought this suit on February 12, 2001.  The trial court granted summary judgment in favor of Appellees on all of Appellant’s causes of action, from which Appellant timely appeals.

II.  Legal Analysis

In his amended petition, Appellant sued Appellees for negligence, breach of fiduciary duty, gross negligence, breach of implied warranty, filing a fraudulent lien, and violations of the DTPA.  Appellees filed a motion for summary judgment, contending that all of the claims were barred by various affirmative defenses, or, instead, were not cognizable causes of action.  They also alleged lack of evidence on some of the specific negligence and gross negligence claims.  The trial court granted summary judgment on all causes of action.  Appellant now concedes that summary judgment was correct as to the breach of implied warranty claim and the filing of a fraudulent lien, leaving the DTPA claims, breach of fiduciary duty claims, and negligence and gross negligence claims at issue.

A.  Standard of Review

In his first issue, Appellant argues that Appellees’ motion is a traditional motion for summary judgment.  Appellees concede that it is.  “The standards for reviewing a motion for summary judgment are well established.” (footnote: 4)  “The movant has the burden of showing that there is no genuine material fact issue and that it is entitled to judgment as a matter of law.” (footnote: 5)  A defendant is entitled to summary judgment if the summary judgment evidence establishes, as a matter of law, that at least one element of a plaintiff’s cause of action cannot be established. (footnote: 6)   Once the defendant produces sufficient evidence to establish the right to summary judgment, the burden shifts to the plaintiff to come forward with competent controverting evidence raising a genuine issue of material fact with regard to the element challenged by the defendant. (footnote: 7)

A defendant is entitled to summary judgment on an affirmative defense if the defendant conclusively proves all the elements of the affirmative defense. (footnote: 8)  To accomplish this, the defendant-movant must present summary judgment evidence that establishes each element of the affirmative defense as a matter of law. (footnote: 9)   When a trial court's order granting summary judgment does not specify the ground or grounds relied on for its ruling, summary judgment will be affirmed on appeal if any of the theories advanced are meritorious. (footnote: 10)  

A motion for summary judgment must state the specific grounds upon which the motion is to be granted. (footnote: 11)  “The motion for summary judgment must stand or fall on the grounds it specifically and expressly sets forth.” (footnote: 12)  “[I]f the grounds upon which the motion for summary judgment is based are presented in a single document that contains both the motion and brief, the requirements of Rule 166a have been met.” (footnote: 13)

B.  DTPA Claims

In his fourth issue, Appellant contends that Appellees are not entitled to summary judgment as a matter of law.  We hold that the trial court correctly granted summary judgment on Appellant’s DTPA claims.

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John Charles Ulrickson v. Kelcie A. Hibbs, Individually, and Loe, Warren, Rosenfield, Kaitcer & Hibbs, P.C., Counsel Stack Legal Research, https://law.counselstack.com/opinion/john-charles-ulrickson-v-kelcie-a-hibbs-individual-texapp-2003.