Lucie Carr Armstrong, Jr. v. Sarita Storey Armstrong Hixon

CourtCourt of Appeals of Texas
DecidedOctober 26, 2006
Docket13-05-00320-CV
StatusPublished

This text of Lucie Carr Armstrong, Jr. v. Sarita Storey Armstrong Hixon (Lucie Carr Armstrong, Jr. v. Sarita Storey Armstrong Hixon) 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
Lucie Carr Armstrong, Jr. v. Sarita Storey Armstrong Hixon, (Tex. Ct. App. 2006).

Opinion



NUMBER 13-05-320-CV

COURT OF APPEALS



THIRTEENTH DISTRICT OF TEXAS



CORPUS CHRISTI - EDINBURG



LUCIE CARR ARMSTRONG, JR., ET AL., Appellants,



v.



SARITA STOREY ARMSTRONG HIXON, ET AL., Appellees.



On appeal from the 105th District Court

of Kenedy County, Texas.



O P I N I O N


Before Justices Hinojosa, Yañez, and Castillo

Opinion by Justice Castillo



Appellants Lucie Carr Armstrong, Jr., and her adult-adopted daughter, Katherine Poulis (collectively "Lucie"), raise seven issues challenging the trial court's judgment granting summary judgment in favor of appellees (collectively "Hixon"), (1) and denying summary judgment in favor of Lucie. We affirm.

I. Background



Basic facts of this case are not in dispute. Tom Armstrong was married to Henrietta R. K. Armstrong, who predeceased him. He had no children. Tom died on March 3, 1986, leaving a written will dated April 30, 1964, as well as a first codicil dated March 22, 1977, and a second codicil dated March 31, 1997 (the "Will"). The 1964 will provides that the remainder of the estate shall be held in trust for the surviving children of Tom's brother, Charles Armstrong ("Charles"), or that child's descendants. The first codicil states it was drafted because, at that time, Tom feared the original copy of the 1964 will could not be located. The codicil expressly states the 1964 will is not revoked; all terms of the will are reaffirmed, and a copy is attached. (2) The second codicil (3) includes the following statement: "It is my hope that the Armstrong Ranch will be held together and operated as a unit as long as reasonably possible."

Tom's residuary estate (the "Residuary Trust") passed to his brother Charles's then-living children, John, Tobin, and Lucie. Tobin was appointed under the Will as the sole trustee of the Residuary Trust, which would terminate upon the death of the last survivor of Charles's children. If one of the children died prior to termination of the trust, that child's share of the income would pass to that child's descendants. John is now deceased, survived by his children and grandchildren. Tobin is still living and has both children and grandchildren. Lucie is still living, but has never married or had a natural child. Recently, Lucie adopted an adult woman, Katherine Poulis.

Subsequent to the adoption, some of the descendants ("Hixon") brought suit on January 2, 2004, to declare that the adopted adult, Katherine Poulis, was not entitled to take as a descendant under the Will. Tobin, Trustee of the Residuary Trust, similarly sought a court interpretation of the term "descendant," and of whether Lucie could take as a beneficiary under the Residuary Trust. In a counterclaim, Lucie requested a declaration that the term descendant did include Katherine Poulis, the adult-adoptee.

The parties filed competing motions for summary judgment. On April 11, 2005, the trial court entered two orders. The first order grants summary judgment in favor of Hixon and denies Lucie's motion. (4) The court declares that "Katherine Poulis, and any other person adopted as an adult . . . is not and cannot be a remainder or contingent beneficiary of the Trust." A second order issued that same date finds "that the Will of Tom Armstrong is unambiguous," sustains Lucie's objections to Hixon's exhibits 4, 13, and 14, and overrules Lucie's objections as to Hixon's exhibits 5-12, 15, and 16. This appeal ensued.



II. Issues Presented

Lucie brings seven issues for review. Issues one and two challenge the trial court's granting of Hixon's motion for summary judgment, denial of Lucie's motion, and its declaration that Lucie, as an adopted adult, is not a remainder or contingent beneficiary under the Trust. In issue three, Lucie challenges the trial court's decisions regarding attorney fees. In issues four through seven, Lucie challenges the court's failure to sustain Lucie's objections to all extrinsic evidence. We consider the issues in the order presented.

III. Will Construction in the Context of the Declaratory Judgments Act

A. Standards of Review

Suits for declaratory judgment are intended to determine the rights of parties when a controversy has arisen, before any wrong actually has been committed. Montemayor v. City of San Antonio Fire Dep't, 985 S.W.2d 549, 551 (Tex. App.-San Antonio 1998, pet. denied). A declaratory judgment is appropriate if a justiciable controversy exists as to the rights and status of the parties, and the declaration sought will resolve the controversy. Tex. Dep't of Pub. Safety v. Moore, 985 S.W.2d 149, 153 (Tex. App.-Austin 1998, no pet.); see also Tex. Civ. Prac. & Rem. Code Ann. § 37.003(c) (Vernon 1997).

We review declaratory judgments under the same standards as other judgments and decrees. Tex. Civ. Prac. & Rem. Code Ann. § 37.010 (Vernon 1997); Guthery v. Taylor, 112 S.W.3d 715, 720 (Tex. App.--Houston [14th Dist.] 2003, no pet.); Roberts v. Squyres, 4 S.W.3d 485, 488 (Tex. App.-Beaumont 1999, pet. denied). We look to the procedure used to resolve the issue at trial to determine the standard of review on appeal. Guthery, 112 S.W.3d at 720; Roberts, 4 S.W.3d at 488. Here, the trial court determined the declaratory judgment issue through summary judgment proceedings. The function of summary judgment is to eliminate patently unmeritorious claims and defenses, not to deprive litigants of the right to a jury by trial. Tex. Dep't of Parks & Wildlife v. Miranda, 133 S.W.3d 217, 228 (Tex. 2004) (citing Casso v. Brand, 776 S.W.2d 551, 556 (Tex. 1989)); Alaniz v. Hoyt, 105 S.W.3d 330, 344 (Tex. App.-Corpus Christi 2003, no pet.). We review de novo a trial court's grant or denial of a traditional motion for summary judgment. Creditwatch, Inc. v. Jackson, 157 S.W.3d 814, 816 n.7 (Tex. 2005) (citing Schneider Nat'l Carriers, Inc. v. Bates, 147 S.W.3d 264, 290 n.137 (Tex. 2004)); Alaniz, 105 S.W.2d at 345. The movant bears the burden of showing that there is no genuine issue of material fact and that it is entitled to judgment as a matter of law. Tex. R. Civ. P. 166a(c); Alaniz, 105 S.W.2d at 345; Mowbray v. Avery, 76 S.W.3d 663, 690 (Tex. App.--Corpus Christi 2002, pet.

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