Maria Balboa, as Trustee of the Robert & Ofelia Bierbauer Trust and of the Estate of Ofelia Bierbauer v. Joshua Willoughby, Xiomara Pene and Khalil Saad

CourtCourt of Appeals of Texas
DecidedOctober 22, 2024
Docket01-23-00395-CV
StatusPublished

This text of Maria Balboa, as Trustee of the Robert & Ofelia Bierbauer Trust and of the Estate of Ofelia Bierbauer v. Joshua Willoughby, Xiomara Pene and Khalil Saad (Maria Balboa, as Trustee of the Robert & Ofelia Bierbauer Trust and of the Estate of Ofelia Bierbauer v. Joshua Willoughby, Xiomara Pene and Khalil Saad) 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.

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Maria Balboa, as Trustee of the Robert & Ofelia Bierbauer Trust and of the Estate of Ofelia Bierbauer v. Joshua Willoughby, Xiomara Pene and Khalil Saad, (Tex. Ct. App. 2024).

Opinion

Opinion issued October 22, 2024

In The

Court of Appeals For The

First District of Texas ———————————— NO. 01-23-00395-CV ——————————— MARIA BALBOA, AS TRUSTEE OF THE ROBERT & OFELIA BIERBAUER TRUST AND EXECUTOR OF THE ESTATE OF OFELIA BIERBAUER, Appellant V. JOSHUA WILLOUGHBY, Appellee

On Appeal from the 127th District Court Harris County, Texas Trial Court Case No. 2021-17865

MEMORANDUM OPINION

Appellant Maria Balboa, as Trustee of The Robert & Ofelia Bierbauer Trust

and Executor of the Estate of Ofelia Bierbauer (Balboa), filed a notice of appeal from

the trial court’s “Order Granting Defendant Joshua Willoughby’s Traditional Motion for Summary Judgment,” signed on April 25, 2023. Because the clerk’s record

indicated that the trial court had not disposed of all parties in the underling lawsuit,

we notified Balboa that her appeal could be dismissed for lack of jurisdiction unless,

within 10 days, she demonstrated that we have jurisdiction over the appeal. See TEX.

R. APP. P. 42.3(a), 43.2(f). In response, Balboa filed a letter agreeing that the

challenged order is “a non-appealable interlocutory order” and that the appeal should

be dismissed for lack of jurisdiction.

Because we hold that the order granting Willoughby’s motion for summary

judgment is not a final, appealable judgment, we dismiss the appeal.

Discussion

Texas appellate courts have jurisdiction to review a trial court’s order by

appeal if the order constitutes a final judgment or if a statute authorizes an

interlocutory appeal. See Bison Bldg. Materials, Ltd. v. Aldridge, 422 S.W.3d 582,

585 (Tex. 2012). Because no statute authorizes an interlocutory appeal of the order

granting Willoughby’s motion for summary judgment, we have jurisdiction over the

appeal only if the order is final for purposes of appeal. See CMH Homes v. Perez,

340 S.W.3d 444, 447–48 (Tex. 2011); Stary v. DeBord, 967 S.W.2d 352, 352–53

(Tex. 1998); see also TEX. CIV. PRAC. & REM. CODE § 51.014 (authorizing appeals

from certain interlocutory orders).

2 “There are two paths for an order to become a final judgment without a trial:

the order can (1) dispose of all remaining parties and claims then before the court,

regardless of its language; or (2) include unequivocal finality language that expressly

disposes of all claims and parties.” Sealy Emergency Room, L.L.C. v. Free Standing

Emergency Room Managers of Am., L.L.C., 685 S.W.3d 816, 820 (Tex. 2024) (citing

Lehmann v. Har–Con Corp., 39 S.W.3d 191, 200 (Tex. 2001)). Here, neither path

was followed to make the challenged order a final judgment.

The record reflects that Balboa filed a bill of review petition naming three

defendants: (1) Joshua Willoughby, (2) Xiomara Pena, and (3) Khalil Saad. Only

Willoughby moved for summary judgment on Balboa’s claims. Neither Pena nor

Saad filed a dispositive motion. The trial court signed an order granting

Willoughby’s motion for summary judgment, but the order does not dispose of Pena

and Saad, and there are no other dispositive orders in the record.

A summary judgment order, such as the one signed by the trial court,

disposing of claims against only some parties is interlocutory. See Ehresman v. LF

Tech. Dev. Corp. Ltd., No. 03-22-00433-CV, 2022 WL 17070807, at *1 (Tex.

App.—Austin Nov. 18, 2022, no pet.) (mem. op.) (“[A]n order granting summary

judgment in favor of only some of multiple defendants is not an appealable

interlocutory order.”). We also note that the record does not reflect that the trial court

severed the summary judgment order into a separate cause to make it final and

3 appealable. See Sealy Emergency Room, 685 S.W.3d at 820 (recognizing that

severance of interlocutory judgment into separate cause makes it final).

The summary judgment order also does not contain “unequivocal finality

language that expressly disposes of all claims and parties.” See id.; see also

Lehmann, 39 S.W.3d at 206 (“A statement like, ‘This judgment finally disposes of

all parties and all claims and is appealable’, would leave no doubt about the court’s

intention.”). To the contrary, the trial court stated in the order that it granted

Willoughby’s “Traditional Motion for Partial Summary Judgment,” indicating that

the order was not final. (Emphasis added.)

Because the order granting summary judgment in favor of Willoughby is

neither a final judgment nor subject to review by interlocutory appeal, we hold that

we do not have jurisdiction over the appeal. See Dall. Symphony Ass’n, Inc. v. Reyes,

571 S.W.3d 753, 763 (Tex. 2019) (“An interlocutory order granting summary

judgment is not subject to appeal.”); Doan v. Great Venture Properties, LP, No. 01-

24-00306-CV, 2024 WL 4152715, at *3 (Tex. App.—Houston [1st Dist.] Sept. 12,

2024, no pet. h.) (mem. op.) (per curiam) (dismissing appeal from interlocutory order

granting summary judgment in favor of only one of five defendants); see also

Falkenhorst v. Metro. Escrow & Title, LLC, No. 01-22-00370-CV, 2023 WL

2576452, at *2 (Tex. App.—Houston [1st Dist.] Mar. 21, 2023, no pet.) (mem. op.)

4 (per curiam) (holding that court lacked jurisdiction over appeal of summary

judgment order that did not dispose of all claims against all parties).

Conclusion

We dismiss the appeal for lack of jurisdiction. See TEX. R. APP. P. 42.3(a),

43.2(f).

PER CURIAM

Panel consists of Chief Justice Adams and Justices Hightower and Countiss.

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Related

CMH HOMES v. Perez
340 S.W.3d 444 (Texas Supreme Court, 2011)
Lehmann v. Har-Con Corp.
39 S.W.3d 191 (Texas Supreme Court, 2001)
Stary v. DeBord
967 S.W.2d 352 (Texas Supreme Court, 1998)
Bison Building Materials, Ltd. v. Aldridge
422 S.W.3d 582 (Texas Supreme Court, 2012)

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Maria Balboa, as Trustee of the Robert & Ofelia Bierbauer Trust and of the Estate of Ofelia Bierbauer v. Joshua Willoughby, Xiomara Pene and Khalil Saad, Counsel Stack Legal Research, https://law.counselstack.com/opinion/maria-balboa-as-trustee-of-the-robert-ofelia-bierbauer-trust-and-of-the-texapp-2024.