Marshall, E. Pierce, Ind. & v. Estate of J. Howard Marshall

Court of Appeals of Texas·Decided April 22, 2014·No. 01-02-00114-CV·Published

Opinion

Order issued April 22, 2014

In The

Court of Appeals

For The

First District of Texas

MARSHALL PETROLEUM, INC., STOCK HOLDING TRUST, AS TRUSTEE OF THE MARSHALL HERITAGE FOUNDATION, AND AS TRUSTEE OF THE MARSHALL LEGACY FOUNDATION; ROBERT MCINTYRE, AS TEMPORARY ADMINISTRATOR OF THE ESTATE OF J. HOWARD MARSHALL, II; MARSHALL PETROLEUM, INC. N/K/A TROF, INC.; TROF, INC., F/K/A MARSHALL PETROLEUM, INC.; FINLEY HILLIARD, INDIVIDUALLY, AS TRUSTEE OF THE GRANTOR RETAINED ANNUITY TRUST, AS TRUSTEE OF THE J. HOWARD MARSHALL CHARITABLE LEAD TRUST, AS TRUSTEE OF THE J. HOWARD MARSHALL, II, LIQUIDATING TRUST NUMBER TWO, AND AS TRUSTEE OF THE J. HOWARD MARSHALL, II, FAMILY TRUST; KEN FARRAR, AS TRUSTEE OF THE J. HOWARD MARSHALL, II, LIQUIDATING TRUST NUMBER ONE, AND AS TRUSTEE OF THE J. HOWARD MARSHALL, II, FAMILY TRUST; AND DR. STEPHEN COOK, AS TRUSTEE OF THE J. HOWARD MARSHALL, II, LIVING TRUST, Appellants V.

J. HOWARD MARSHALL, III; HOWARD STERN, AS EXECUTOR OF THE ESTATE OF VICKIE LYNN MARSHALL; HARVEY SORENSEN;

AND FOULSTON & SIEFKIN, L.L.P., Appellees

****

J. HOWARD MARSHALL, III, Appellant V.

ELAINE MARSHALL, INDIVIDUALLY, AS INDEPENDENT EXECUTRIX OF THE ESTATE OF E. PIERCE MARSHALL, AS TRUSTEE OF THE MARSHALL GRANDCHILDREN’S TRUST FOR THE BENEFIT OF E. PIERCE MARSHALL, JR., AS TRUSTEE OF THE MARSHALL GRANDCHILDREN’S TRUST FOR THE BENEFIT OF PRESTON MARSHALL, AS TRUSTEE OF THE BETTYE B. MARSHALL LIVING TRUST, AS TRUSTEE OF THE J. HOWARD MARSHALL, II, MARITAL TRUST NUMBER TWO, AS TRUSTEE OF THE J. HOWARD MARSHALL, II, LIVING TRUST, AS TRUSTEE OF THE E. PIERCE MARSHALL FAMILY TRUST CREATED UNDER THE BETTYE B. MARSHALL LIVING TRUST INDENTURE DATED OCTOBER 30, 1990, AS TRUSTEE OF THE MARSHALL PETROLEUM, INC., STOCK

HOLDING TRUST, AS TRUSTEE OF THE MARSHALL HERITAGE FOUNDATION, AND AS TRUSTEE OF THE MARSHALL LEGACY FOUNDATION; E. PIERCE MARSHALL, JR., INDIVIDUALLY, AS TRUSTEE OF THE MARSHALL PETROLEUM, INC., STOCK HOLDING TRUST, AS TRUSTEE OF THE MARSHALL HERITAGE FOUNDATION, AND AS TRUSTEE OF THE MARSHALL LEGACY FOUNDATION; PRESTON MARSHALL, INDIVIDUALLY, AS TRUSTEE OF THE MARSHALL PETROLEUM, INC., STOCK HOLDING TRUST, AS TRUSTEE OF THE MARSHALL HERITAGE FOUNDATION, AND AS TRUSTEE OF THE MARSHALL LEGACY FOUNDATION; ROBERT MCINTYRE, AS TEMPORARY ADMINISTRATOR OF THE ESTATE OF J. HOWARD MARSHALL, II; MARSHALL PETROLEUM, INC. N/K/A TROF, INC.; TROF, INC., F/K/A MARSHALL PETROLEUM, INC.; FINLEY HILLIARD, INDIVIDUALLY, AS TRUSTEE OF THE GRANTOR RETAINED ANNUITY TRUST, AS TRUSTEE OF THE J. HOWARD MARSHALL CHARITABLE LEAD TRUST, AS TRUSTEE OF THE J. HOWARD MARSHALL, II, LIQUIDATING TRUST NUMBER TWO, AND AS TRUSTEE OF THE J. HOWARD MARSHALL, II, FAMILY TRUST;

KEN FARRAR, AS TRUSTEE OF THE J. HOWARD MARSHALL, II, LIQUIDATING TRUST NUMBER ONE, AND AS TRUSTEE OF THE J. HOWARD MARSHALL, II, FAMILY TRUST; DR. STEPHEN COOK, AS TRUSTEE OF THE J. HOWARD MARSHALL, II, LIVING TRUST; HARVEY SORENSEN; FOULSTON & SIEFKIN, L.L.P.; CHARLES KOCH; DON CORDES; AND KOCH INDUSTRIES, INC., Appellees

****

HOWARD STERN, AS EXECUTOR OF THE ESTATE OF VICKIE LYNN MARSHALL, Appellant

V.

ELAINE MARSHALL, INDIVIDUALLY, AS INDEPENDENT EXECUTRIX OF THE ESTATE OF E. PIERCE MARSHALL, AS TRUSTEE OF THE MARSHALL GRANDCHILDREN’S TRUST FOR THE BENEFIT OF E. PIERCE MARSHALL, JR., AS TRUSTEE OF THE MARSHALL GRANDCHILDREN’S TRUST FOR THE BENEFIT OF PRESTON MARSHALL, AS TRUSTEE OF THE BETTYE B. MARSHALL LIVING TRUST, AS TRUSTEE OF THE J. HOWARD MARSHALL, II, MARITAL TRUST NUMBER TWO, AS TRUSTEE OF THE J. HOWARD MARSHALL, II, LIVING TRUST, AS TRUSTEE OF THE E. PIERCE

MARSHALL FAMILY TRUST CREATED UNDER THE BETTYE B. MARSHALL LIVING TRUST INDENTURE DATED OCTOBER 30, 1990, AS TRUSTEE OF THE MARSHALL PETROLEUM, INC., STOCK HOLDING TRUST, AS TRUSTEE OF THE MARSHALL HERITAGE FOUNDATION, AND AS TRUSTEE OF THE MARSHALL LEGACY FOUNDATION; E. PIERCE MARSHALL, JR., INDIVIDUALLY, AS TRUSTEE OF THE MARSHALL PETROLEUM, INC., STOCK HOLDING TRUST, AS TRUSTEE OF THE MARSHALL HERITAGE FOUNDATION, AND AS TRUSTEE OF THE MARSHALL LEGACY FOUNDATION; PRESTON MARSHALL, INDIVIDUALLY, AS TRUSTEE OF THE MARSHALL PETROLEUM, INC., STOCK HOLDING TRUST, AS TRUSTEE OF THE MARSHALL HERITAGE FOUNDATION, AND AS TRUSTEE OF THE MARSHALL LEGACY FOUNDATION; ROBERT MCINTYRE, AS TEMPORARY ADMINISTRATOR OF THE ESTATE OF J. HOWARD MARSHALL, II; MARSHALL PETROLEUM, INC. N/K/A TROF, INC.; TROF, INC., F/K/A MARSHALL PETROLEUM, INC.; FINLEY HILLIARD, INDIVIDUALLY, AS TRUSTEE OF THE GRANTOR RETAINED ANNUITY TRUST, AS TRUSTEE OF THE J. HOWARD MARSHALL CHARITABLE LEAD TRUST, AS TRUSTEE OF THE J. HOWARD MARSHALL, II, LIQUIDATING TRUST NUMBER TWO, AND AS TRUSTEE OF THE J. HOWARD MARSHALL, II, FAMILY TRUST; KEN FARRAR, AS TRUSTEE OF THE J. HOWARD MARSHALL, II, LIQUIDATING TRUST NUMBER ONE, AND AS TRUSTEE OF THE J. HOWARD MARSHALL, II, FAMILY TRUST; AND DR. STEPHEN COOK, AS TRUSTEE OF THE J. HOWARD MARSHALL, II, LIVING TRUST, Appellees

On Appeal from the Probate Court No. 2 Harris County, Texas

Trial Court Case No. 276,815-402

MEMORANDUM ORDER

Appellants and cross-appellees, Elaine Marshall, Individually, as

Independent Executrix of the Estate of E. Pierce Marshall, as trustee of the

Marshall Grandchildren’s Trust for the benefit of E. Pierce Marshall, Jr., as trustee

of the Marshall Grandchildren’s Trust for the Benefit of Preston Marshall, as

trustee of the Bettye B. Marshall Living Trust, as trustee of the J. Howard

Marshall, II, Marital Trust Number Two, as trustee of the J. Howard Marshall, II,

Living Trust, as trustee of the E. Pierce Marshall Family Trust created under the

Bettye B. Marshall Living Trust Indenture dated October 30, 1990, as trustee of the

Marshall Petroleum, Inc., Stock Holding Trust, as trustee of the Marshall Heritage

Foundation, and as trustee of the Marshall Legacy Foundation; E. Pierce Marshall,

Jr., Individually, as trustee of the Marshall Petroleum, Inc., Stock Holding Trust, as

trustee of the Marshall Heritage Foundation, and as trustee of the Marshall Legacy

Foundation; Preston Marshall, Individually, as trustee of the Marshall Petroleum,

Inc., Stock Holding Trust, as trustee of the Marshall Heritage Foundation, and as

trustee of the Marshall Legacy Foundation; Robert McIntyre, as temporary

administrator of the Estate of J. Howard Marshall, II; Marshall Petroleum, Inc.

n/k/a Trof, Inc.; Trof, Inc., f/k/a Marshall Petroleum, Inc.; Finley Hilliard,

individually, as trustee of the Grantor Retained Annuity Trust, as trustee of the J.

Howard Marshall Charitable Lead Trust, as trustee of the J. Howard Marshall, II,

Liquidating Trust Number Two, and as trustee of the J. Howard Marshall, II,

Family Trust; Ken Farrar, as trustee of the J. Howard Marshall, II, Liquidating

Trust Number One, and as trustee of the J. Howard Marshall, II, Family Trust; and

Dr. Stephen Cook, as trustee of the J. Howard Marshall, II, Living Trust

(collectively, “Marshall Family Defendants”), have filed a motion to dismiss their

appeal. No opinion has issued and no party has filed a response to the motion. See

TEX. R. APP. P. 10.1(b), 10.3.

Accordingly, we grant the motion and dismiss the Marshall Family

Defendants’ appeal. See TEX. R. APP. P. 42.1(a)(1). J. Howard Marshall, III’s

appeal and Howard Stern’s appeal remain pending.

PER CURIAM

Panel consists of Chief Justice Radack and Justices Massengale and Huddle.

Free access — add to your briefcase to read the full text and ask questions with AI

Marshall, E. Pierce, Ind. & v. Estate of J. Howard Marshall, (Tex. Ct. App. 2014).

Marshall, E. Pierce, Ind. & v. Estate of J. Howard Marshall (Marshall, E. Pierce, Ind. & v. Estate of J. Howard Marshall) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.