Mark H. Pine v. Catherine Deblieux

405 S.W.3d 140, 2013 WL 634695
Court of Appeals of Texas·Decided February 21, 2013·No. 01-11-00957-CV, 01-13-00008-CV·Published·Cited by 7 cases

Opinion

OPINION

SHERRY RADACK, Chief Justice.

In this probate case, (1) appellant Jennifer Pine challenges the trial court’s Final Judgment on Petition for Declaratory Judgment, incorporating several interim rulings related to property of the deceased, Robert Pine, 1 and (2) appellant Mark Pine’s counsel challenges the trial court’s imposition of sanctions. 2

We affirm the sanctions and reverse and remand the final judgment to the trial court.

JENNIFER PINE V. DEBLIEUX

Robert Pine (Pine) died intestate. While Mark Pine (Pine’s son) was serving as Independent Administrator of Pine’s estate, appellee Catherine deBlieux (Pine’s daughter) filed a Petition for Declaratory Judgment claiming, among other things, individual ownership in a Certificate of Deposit (the P.O.D. Account) and a certain rights under a purported trust (World Trading Trust) created by her father during his lifetime. Shortly thereafter, Mark resigned and the trial court appointed de-Blieux as Successor Administrator over the objection of Pine’s other children, Robin Pine and appellant Jennifer Pine. Robin and Jennifer claimed that all the children knew that their father used numerous trusts and property transfers to his children’s names to keep assets out of his name with the understanding that he still owned the property. Accordingly, Robin and Jennifer argued that deBlieux’s claiming individual title to 40% of their father’s property rendered her unsuitable to represent the estate against those same claims.

After deBlieux was appointed administrator, she individually filed a motion for summary judgment on her declaratory judgment action, seeking a ruling about what property was subject to probate and a declaration that the P.O.D. account and rights under the World Trading Trust passed to her outside of probate. The estate did not respond to deBlieux’s motion (as deBlieux also was the representative of the estate as administrator), but Jennifer and Robin filed a response, arguing that deBlieux had abandoned the estate because of her conflict of interest and contending that fact issues existed about the ownership of the properties that de-Blieux sought.

A. This Court’s Prior Opinion

Jennifer and Robin appealed to this Court, arguing that the trial court abused its discretion by appointing deBlieux as Successor Administrator of Robert Pine’s estate because she has an active conflict of interest that renders her unsuitable as a matter of law. We agreed, bringing our Court in line with the other courts of appeals that have considered the issue: 3

*143 In this case, there exists a real dispute over the validity of deBlieux’s individual claims to ownership of substantial assets of her father’s such that her “personal interests are so adverse to those of the estate [and] the beneficiaries ... that both cannot be fairly represented by the same person.” Bays, 622 S.W.2d at 149 (quoting Haynes, 257 S.W.2d at 792). Accordingly, we sustain Jennifer’s and Robin’s point of error and hold that deBlieux’s nontestamentary claims to property owned by Pine upon his death render her unsuitable as a matter of law to serve as administrator. The trial court thus abused its discretion in appointing her as such.

Pine v. deBlieux, 360 S.W.3d 45, 51 (Tex.App.-Houston [1st Dist.] 2012, pet. denied).

Although our opinion issued July 14, 2011, because deBlieux filed motions for rehearing and en banc reconsideration in this Court (which were denied), and then a petition for review in the supreme court (which was denied) our mandate did not issue until November 21, 2012.

B. Further Proceedings in the Trial Court

Shortly after our opinion issued, Jennifer and Robin again sought to have de-Blieux replaced as administrator based on our holding that conflicts of interests rendered her unsuitable to serve as administrator as a matter of law. The trial court denied that request. After the trial court signed an October 23, 2011 final judgment into which several earlier orders merged— including an order concluding that the P.O.D. account and the World Trading Trust that deBlieux claimed title to were nontestamentary assets — Robin and Jennifer Pine filed a motion for new trial. Among other things, the motion challenged the court’s decision to award deBlieux these assets “to the exclusion of the estate, despite the fact that, as administrator, she was duty bound to defend the estate’s interests in those assets.” The motion reasoned that, while this Court’s opinion had not become technically final, the trial court should not render a final judgment disposing of Robert Pine’s assets with de-Blieux serving as administrator in light of our ruling she was unsuitable as a matter of law. The trial court denied that motion as well, and Jennifer appealed.

B. Issues in Jennifer Pine’s Appeal

Appellant Jennifer Pine identifies the “central issue presented [a]s whether the trial court may undertake acts contrary to and/or that constitute an interference with the Court’s judgment, after the judgment is issued but before the trial court receives a mandate.” Her appellant’s brief presents the following specific related sub-issues:

1. “Whether the trial court erred in denying Appellant’s motion for removal of Appellee as administrator on the basis of the Court’s judgment of 7/14/11?”
*144 2. “Whether the trial court erred in denying Appellant’s motion for an order requiring Appellee to undertake discovery of the facts surrounding the overseas trust claimed by Appellee?”
3. “Whether the trial court erred in granting a summary judgment awarding deBlieux, individually, the certificate of deposit and the overseas trust.”
4. “Whether the trial court erred in granting its final judgment on 9/23/11 without a qualified administrator being appointed to defend the estate.”

In response, deBlieux argues that the court’s orders were not erroneous, and designates the following issues as cross-points:

1. “Jennifer’s appeal should be dismissed for violation of the briefing rules”
2. “Jennifer should be sanctioned for filing a frivolous appeal”

C. Parties’ Arguments

Jennifer’s arguments focus on the effect of this Court’s July 11, 2011 opinion and judgment before our mandate issued on November 21, 2012. Jennifer insists that the opinion was “law of the case” on the date of the judgment, i.e., July 14, 2011, because the supreme court has admonished that “if an appellate court expressly states the time for its decision to take effect, that statement controls.” Edwards Aquifer Auth. v. Chem. Lime Ltd., 291 S.W.3d 392, 393 (Tex.2009).

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Mark H. Pine v. Catherine Deblieux, 405 S.W.3d 140, 2013 WL 634695 (Tex. Ct. App. 2013).

405 S.W.3d 140 (Mark H. Pine v. Catherine Deblieux) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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