Justin M. Thomas, Independent of the Estate of James Henry Thomas v. Lois Doolittle

CourtCourt of Appeals of Texas
DecidedOctober 4, 2024
Docket03-23-00498-CV
StatusPublished

This text of Justin M. Thomas, Independent of the Estate of James Henry Thomas v. Lois Doolittle (Justin M. Thomas, Independent of the Estate of James Henry Thomas v. Lois Doolittle) 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
Justin M. Thomas, Independent of the Estate of James Henry Thomas v. Lois Doolittle, (Tex. Ct. App. 2024).

Opinion

TEXAS COURT OF APPEALS, THIRD DISTRICT, AT AUSTIN

NO. 03-23-00498-CV

Justin M. Thomas, Independent Executor of the Estate of James Henry Thomas, Appellant

v.

Lois Doolittle, Appellee

FROM THE COUNTY COURT AT LAW NO. 2 OF HAYS COUNTY NO. 22-0099-P, THE HONORABLE CHRISTOPHER P. JOHNSON, JUDGE PRESIDING

MEMORANDUM OPINION

Appellant Justin M. Thomas (Justin), independent executor of the estate of

Dr. James Henry Thomas (Thomas), challenges the legal and factual sufficiency of the evidence

in support of the trial court’s order granting appellee Lois Doolittle’s petition for declaratory

judgment, in which the court ordered that Thomas and Doolittle were to be considered

informally married. We affirm the trial court’s order.

BACKGROUND

Thomas died in March 2021. In July 2022, the trial court admitted to probate

Thomas’s 2015 will, in which he had attested, “At the time of the execution of this Will, I am not

married.” The will bequeathed his personal property to his two children, Justin and

Stephanie Thomas (Stephanie); bequeathed the remainder of his estate to the James Henry

Thomas Living Trust; and appointed Justin as independent executor of Thomas’s estate. The trust agreement, which was executed on the same day as the will, named Justin and Stephanie as

Thomas’s beneficiaries; awarded each child half of the trust amount and provided each with a

monthly allotment of $5,000; appointed Justin as successor trustee on Thomas’s death; scheduled

a $2,500 monthly allotment to Doolittle until her death; and entitled her, if she survived Thomas,

to reside for the rest of her life in the home that the two had purchased in San Antonio in 2012

but had sold in 2019. The trust agreement did not address Thomas’s interest in the home that he

and Doolittle had purchased in San Marcos, Texas, in 2019, and in which they had resided until

his death. 1

In November 2022, Doolittle filed a petition for declaratory judgment asking that

the trial court find that she and Thomas had been informally married from July 5, 2012, until his

death. The court held a hearing on the petition, at which Doolittle; her brother; members of

Thomas’s family; Justin’s friend; and Thomas’s ex-wife, Carolyn Thomas (Carolyn), testified.

A video deposition of Dr. Murray Holcomb, a friend and former student of Thomas’s, was

admitted at the hearing. The trial court also admitted deeds to the two homes purchased by

Doolittle and Thomas, marital status affidavits executed by the couple in 2019, the trust

agreement, Thomas’s death certificate, and a reporter’s record from the July 2022 probate

hearing on Thomas’s will.

Doolittle testified about the nature of her and Thomas’s relationship. The two met

at work in 1983 and began dating in 1987 when Thomas, who was “estranged” from Carolyn at

the time, “left his wife and got his own home for a period of time.” Doolittle and Thomas were

“attached at the hip”; they worked together, spent their evenings and weekends together, and

1Doolittle testified at the petition hearing that “with Covid and [Thomas’s] illness and everything else, we didn’t even realize that it didn’t state our current residence in his trust after we moved.” 2 “[t]raveled the wor[l]d.” Thomas and Carolyn divorced in January 2011, and Doolittle and

Thomas agreed to marry around July 2012, shortly before moving to Texas and jointly

purchasing a home in San Antonio. Doolittle testified that she and Thomas “felt that way for a

very, very long time” but in 2012 had “said we are husband and wife. We’ve basically been

acting as husband and wife for a long, long time.” Thomas bought her a wedding ring, which

she showed the trial court during the hearing. 2

After purchasing their home in San Antonio, Doolittle and Thomas lived together

and “presented [them]selves as [married] to everyone in town.” Asked why he had not referred

to her as his wife in his 2015 will, she testified that they had both been “very ignorant of the law

in Texas” and that although they had known “there was such a thing as common law,” Thomas

might have said that he was single to indicate that they had not been formally married.

In 2019, after Thomas was diagnosed with prostate cancer, he and Doolittle sold

their San Antonio home and purchased one in San Marcos. The general warranty deed

conveying the San Antonio property referred to the grantors as “JAMES HENRY THOMAS and

LOIS KAY DOOLITTLE, husband and wife.” 3 As part of the purchasing process for their new

home, Doolittle and Thomas executed marital status affidavits, in which they swore under oath

they had been “continuously married” to each other since 2001. Doolittle testified that she had

been present when Thomas signed his affidavit, that they had not been confused about the

affidavits’ meaning, that he had been “bad about dates,” and that he might have “mixed up 2001

and 2011.”

2 The trial court excluded a purported receipt for the ring on hearsay grounds. 3 The 2012 warranty deed for the San Antonio property, which named the grantors as “Daniel D. Smith and wife, Kristen I. Smith,” referred to the grantees only as “James Henry Thomas and Lois Kay Doolittle.” 3 Doolittle and Thomas continued to live together until his death in March 2021.

They paid their bills together, shared a strongbox and joint checking and savings accounts, took

many photographs together, and listed both their names on their checks. She was good friends

with his immediate relatives, attended two of his family reunions and a “Vietnam reunion” with

his friends, was his medical power of attorney, and considered his grandson to be hers. She

referred to Thomas as her husband or spouse, and he referred to her as his wife or spouse.

However, Justin and Stephanie referred to her as “Ms. Doolittle” and “Lois,” respectively.

Near the end of his life, Thomas asked Doolittle to read his will aloud in Justin’s

presence. Doolittle testified that Thomas’s cancer had metastasized to his brain, that “his moods

were going in and out,” that he had been taking a “variety of medications,” and that “he was

getting demented.” When she noticed that Justin had stated that Thomas was unmarried on his

death certificate, she called the funeral home to have it changed but was told that only Justin

could do so. At Thomas’s funeral in April 2021, she represented herself as his wife, thanked

attendees, and told them “how much Jim loved them.”

Asked on cross-examination about a May 2, 2022 letter from her attorney, in

which the attorney referred to Doolittle and Thomas’s co-ownership of the San Marcos property

but did not assert a marital relationship, Doolittle testified that “[a]t the time, . . . this . . . wasn’t

about establishing a marriage” and that she had been “trying to help pay for some of the taxes

and things that [she felt] . . . the trust should be paying for.” Similarly, she testified that she had

not asserted a marital relationship to Thomas during the probate hearing because she had not had

an attorney present, had not anticipated addressing the trial court, and “didn’t figure th[at] was

the place [or] time.” At the probate hearing, Doolittle—who was sitting in the gallery—denied

having an interest in Thomas’s estate other than the San Marcos residence. She agreed that her

4 informal marriage to Thomas had first been raised in a letter written by her attorney to Justin’s

attorney on September 1, 2022.

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Justin M. Thomas, Independent of the Estate of James Henry Thomas v. Lois Doolittle, Counsel Stack Legal Research, https://law.counselstack.com/opinion/justin-m-thomas-independent-of-the-estate-of-james-henry-thomas-v-lois-texapp-2024.