Judy Allen, Independent Administratix of the Estate of Marvin Fred Allen and Individually as the Surviving Spouse v. John F. Havens

CourtCourt of Appeals of Texas
DecidedMarch 15, 2007
Docket02-05-00318-CV
StatusPublished

This text of Judy Allen, Independent Administratix of the Estate of Marvin Fred Allen and Individually as the Surviving Spouse v. John F. Havens (Judy Allen, Independent Administratix of the Estate of Marvin Fred Allen and Individually as the Surviving Spouse v. John F. Havens) 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
Judy Allen, Independent Administratix of the Estate of Marvin Fred Allen and Individually as the Surviving Spouse v. John F. Havens, (Tex. Ct. App. 2007).

Opinion

                                               COURT OF APPEALS

                                                 SECOND DISTRICT OF TEXAS

                                                                FORT WORTH

                                        NO. 2-05-318-CV

JUDY ALLEN, INDEPENDENT                                                 APPELLANT

ADMINISTRATRIX OF THE

ESTATE OF MARVIN FRED

ALLEN, AND INDIVIDUALLY,

AS THE SURVIVING SPOUSE                                                                

                                                   V.

JOHN F. HAVENS                                                                   APPELLEE

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

               FROM PROBATE COURT NO. 2 OF TARRANT COUNTY

                                MEMORANDUM OPINION[1]

I.  Introduction


In this interlocutory appeal, Appellant Judy Allen, independent administratrix of the estate of Marvin Fred Allen (AFred Allen@), and individually, as the surviving spouse, challenges the trial court=s order granting the special appearance of Appellee John F. Havens.  Before we address the merits of the trial court=s special appearance ruling, we must address two preliminary issues raised by the parties.  First, we must address whether Allen timely perfected her appeal; Havens claims that she did not.  Second, we must determine exactly what evidence the trial court considered in granting Havens=s special appearance.  For the reasons discussed below, we hold that Allen=s appeal is timely and that the trial court properly did not consider Allen=s exhibits A, B, and D through M at the special appearance hearing.  Concerning the merits of the trial court=s ruling granting Havens=s special appearance, we affirm.

II.  Factual and Procedural Background 

At issue in the underlying case is the payment of the proceeds of a $1,000,000 life insurance policy on the life of Fred Allen, who is now deceased.  The insurance company paid the proceeds to CreditWatch, a group of entities owned by Havens, instead of to Fred Allen=s estate as Judy Allen contends should have occurred.


Allen sued Havens in his individual capacity, as well as other people and entities, asserting that Athrough his agents,@ Havens committed fraud, tortious interference with an inheritance, and conspiracy.  Havens entered a rule 120(a) special appearance, arguing that because he resides in Florida and does not have sufficient Texas contacts, Texas courts have no jurisdiction over him individually.  On June 7, 2005, after holding a hearing on the special appearance, the probate court granted Havens=s motion and signed an order dismissing for want of personal jurisdiction the claims asserted against Havens individually.  On September 1, 2005, Allen perfected this appeal. 

III.  Timeliness of Allen=s Notice of Appeal

In a single cross issue, Havens contends that Allen failed to timely perfect this interlocutory appeal because she failed to file a notice of appeal within twenty days after the trial court signed the order granting Havens=s special appearance and because she failed to comply with the requisites set forth in rule 306a(4) and (5).  See Tex. R. Civ. P. 306a(4), (5).


Allen filed her notice of appeal on September 1, 2005.  Five days later, on September 6, 2005, Allen filed a sworn motion to establish the applicability of rule 306a(4) and (5).  The motion alleged that Allen did not receive actual notice of the trial court=s order granting Havens=s special appearance and dismissing the suit against Havens until August 19, 2005Cmore than twenty days after the trial court signed the orderCso that under rule 306a(4), the time period for filing a notice of appeal began to run on that date.  On January 9, 2006, pursuant to rule 306a(4) and (5), the trial court made a specific finding that August 18, 2005 was the date on which Allen received notice and actual knowledge of the order granting Havens=s special appearance.  Because Allen=s notice of appeal was filed on September 1, a date within twenty days of the August 18, 2005 date-of-actual-knowledge, her notice of appeal was timely filed.  See Tex. R. Civ. P. 306a(4) (providing that when notice of a judgment or order is not received until between twenty and ninety days after it is signed, filing deadlines begin to run on date notice or actual knowledge is acquired); Tex. R. App. P. 26.1 (requiring notice of appeal to be filed within twenty days of the date on which the order or judgment being appealed is signed).

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Judy Allen, Independent Administratix of the Estate of Marvin Fred Allen and Individually as the Surviving Spouse v. John F. Havens, Counsel Stack Legal Research, https://law.counselstack.com/opinion/judy-allen-independent-administratix-of-the-estate-texapp-2007.