IN THE COURT OF APPEALS OF THE STATE OF MISSISSIPPI
NO. 2020-CP-00259-COA
MICHAEL D. BARTZ APPELLANT
v.
RHONDA C. ROBERTS APPELLEE
DATE OF JUDGMENT: 02/14/2020 TRIAL JUDGE: HON. DEBORAH J. GAMBRELL COURT FROM WHICH APPEALED: LAMAR COUNTY CHANCERY COURT ATTORNEY FOR APPELLANT: MICHAEL D. BARTZ (PRO SE) ATTORNEY FOR APPELLEE: S. CHRISTOPHER FARRIS NATURE OF THE CASE: CIVIL - WILLS, TRUSTS, AND ESTATES DISPOSITION: REVERSED AND REMANDED - 05/25/2021 MOTION FOR REHEARING FILED: MANDATE ISSUED:
BEFORE CARLTON, P.J., LAWRENCE AND SMITH, JJ.
CARLTON, P.J., FOR THE COURT:
¶1. Michael Bartz appeals from the Lamar County Chancery Court’s order granting
summary judgment and dismissing Bartz’s case with prejudice. After our review, we find
that the chancellor erred in dismissing Bartz’s case without first providing him with notice
or an opportunity to amend his complaint. We also find that Bartz’s complaint complied with
the requirements to request an heirship determination as set forth in Mississippi Code
Annotated section 91-1-27 (Rev. 2018). We therefore reverse this case and remand with
instructions for the chancellor to consider the issue of Bartz’s request for an heirship
determination. Upon consideration of the heirship determination, we further instruct the
chancellor to dismiss Bartz’s remaining claims without prejudice and to allow Bartz to amend his complaint if leave to amend is requested in accordance with Mississippi Rule of
Civil Procedure 15(a).1
FACTS
¶2. Patricia Bartz died on December 27, 2017. At the time of her death, Patricia had two
children: a son, Bartz, and a daughter, Rhonda Roberts. The record reflects that Bartz has
been incarcerated in Wisconsin since 1993.
¶3. On September 17, 2019, Bartz, representing himself pro se, filed a complaint against
Roberts. In his complaint, Bartz argued that Roberts “has intentionally interfered” with his
inheritance. Bartz claimed that as Patricia’s natural-born son, he was an “heir-at-law” to her
estate, and therefore he possessed “a reasonable expectation of inheriting [his] rightful
distributive share of the trust,” along with any other gifts his mother intended that he receive.
Bartz asserted numerous causes of action against Roberts, including that she grossly
maladministered Patricia’s estate, breached “the trust,” committed fraud, failed to properly
marshal trust assets, converted trust assets, concealed trust assets, embezzled from the trust,
acted in bad faith, and breached her “covenant” with Bartz. Bartz also alleged undue
influence and that Robert “unlawfully possess[ed]” and “unlawfully converted” some of his
personal property.
¶4. On October 8, 2019, Roberts filed an answer. In her answer, Roberts asserted the
1 See Moawad v. Childs, 673 F.2d 850, 851 (5th Cir. 1982) (“If dismissal of a pro se complaint is warranted, it should be without prejudice to allow [the party] to file an amended complaint.”).
2 following affirmative defenses: failure of the complaint to state a claim for which relief can
be granted pursuant to Mississippi Rule of Civil Procedure 12(b)(6); “any and all defenses
that might be applicable to this matter under Rule 12 and Rule 8 of the Mississippi Rules of
Civil Procedure”; Bartz filed his complaint beyond the statute of limitations; and that Bartz
filed a frivolous lawsuit. Roberts also specifically “move[d] for judgment on the pleadings”
pursuant to Mississippi Rule of Civil Procedure 12(c) “o[r,] in the alternative[,] [for]
summary judgment based upon the allegations contained in the complaint and any other
information that may be revealed once the parties engage in discovery.”
¶5. Over the next four months, Bartz proceeded to file numerous other motions and
subpoenas. The record reflects that the chancellor held a telephonic hearing on January 27,
2020, regarding Bartz’s motion to enlarge the time for discovery and for leave to serve
additional interrogatories, and Bartz’s motion to compel discovery and to determine
sufficiency of answers. Neither a transcript nor an order from that hearing appears in the
record.2
¶6. On February 7, 2020, Roberts filed a motion for summary judgment, and she attached
the following documents in support of her motion: a copy of the complaint, a copy of the
answer to the complaint, her affidavit, the affidavit of her cousin, a letter from Bartz to
Roberts, and two joint bank account statements. In her motion, Roberts argued that Bartz
2 In the chancellor’s order granting summary judgment, she acknowledged that this hearing occurred and stated that “Mr. Bartz was unable to effectively present his motions” at the hearing.
3 failed to properly allege a cause of action and that “it is impossible to determine exactly what
cause[s] of action he has filed.” Roberts maintained that Bartz’s “entire complaint is based
upon assumptions that are not true.” Roberts specifically stated as follows:
If [Bartz] is alleging a breach of her duties as an administrator of his mother’s estate then he would have to first prove that an estate was opened and she served in that capacity. He can not prove this allegations [(sic)]. He alleges that there was a trust. He can not prove this allegation.
Roberts also argued that Bartz failed to plead his fraud claim with particularity. Roberts
recognized that Bartz claimed that she possessed his personal property, and she admitted that
she did possess his property. However, Roberts explained that because Bartz is incarcerated
in Wisconsin, she does not know how to provide the items to him.
¶7. On February 14, 2020, seven days after Roberts filed her motion, the chancellor
entered an order granting Roberts’s motion for summary judgment and dismissed the case
with prejudice. In her order, the chancellor found that Bartz “has failed to properly plead his
causes of action and has failed to state with particularity the acts that constitute fraud on the
part of [Roberts].” The chancellor therefore held that Bartz’s complaint “fails to state a claim
upon which relief may be granted.” The chancellor explained:
[Bartz] makes a number of allegations as causes of action, none of which are properly pled. He seeks to be declared an heir at law and have [Roberts] held responsible for an estate that has never been probated, and which no evidence of the need for probate has been presented, and mentions a “trust” in several instances without any documentation or explanation of the existence of any trust.
¶8. On March 3, 2020, Bartz filed a motion for reconsideration and argued that the
4 chancellor erred in granting summary judgment before Bartz could serve his response
opposing the motion and without Bartz receiving notice of any hearing. Bartz asserted that
the chancellor’s order is therefore void. Bartz argued that he must be afforded “an
opportunity to serve opposing affidavits and other proofs in accordance with . . . Rule 56(c).”
The chancellor ultimately denied Bartz’s motion.3
¶9. On May 5, 2020, Bartz filed a motion titled “Plaintiff’s Second Statement of the
Evidence.” In this motion, Bartz asserted that on February 10, 2020, he, “through his
attorney-in-fact,” mailed several documents to the chancery court, including a motion to
transfer venue. Bartz attached his motion to transfer venue to his Second Statement of the
Evidence. The motion to transfer venue is dated February 10, 2020. However, this motion
does not appear on the trial court’s docket or in the record before us—except as attached to
Bartz’s May 5, 2020 “Second Statement of the Evidence.”
¶10. Bartz now appeals and asserts the following assignments of error: (1) the chancellor
erred in dismissing the case without providing Bartz an opportunity to respond to the motion
for summary judgment; (2) the chancellor erred in ruling that she would not set Bartz’s
discovery motions for hearing unless he retained counsel to represent him; (3) the chancellor
erred by failing to file or grant Bartz’s motion to transfer venue; and (4) the chancellor’s
findings “were unsupported by the greater weight of the evidence.”
3 The chancellor entered her order denying Bartz’s motion for reconsideration on June 5, 2020.
5 DISCUSSION
¶11. Bartz appeals the chancellor’s order granting summary judgment in favor of Roberts.
As a preliminary matter, our review of the chancellor’s order reflects that the chancellor did
not treat Roberts’s motion as one for summary judgment under Mississippi Rule of Civil
Procedure 56(c), but rather as a judgment on the pleadings in accordance with Mississippi
Rule of Civil Procedure 12(c). “A motion for judgment on the pleadings under [Rule] 12(c)
serves a similar function to the Rule 12(b)(6) motion to dismiss for failure to state a claim.”
Hartford Cas. Ins. Co. v. Halliburton Co., 826 So. 2d 1206, 1210 (¶8) (Miss. 2001). The
Mississippi Supreme Court has explained that
On a Rule 12(c) motion, the allegations in the complaint must be taken as true, and the motion should not be granted unless it appears beyond any reasonable doubt that the non-moving party will be unable to prove any set of facts in support of the claim which would entitle the non-movant to relief.
R.J. Reynolds Tobacco Co. v. King, 921 So. 2d 268, 271 (¶10) (Miss. 2005). However,
unlike a Rule 12(b)(6) motion, which “must be judged on the face of the complaint alone,”
a Rule 12(c) “motion for judgment on the pleadings permits consideration of the complaint
and answer.” 61A Am. Jur. 2d Pleading § 483 (May 2021 update).
¶12. Because a Rule 12(c) motion is the proper vehicle for challenging the legal sufficiency
of a complaint at the time in the proceedings when all of the required pleadings have been
filed, we find that Roberts’s motion therefore falls under Rule 12(c). Fortenberry v. City of
Hattiesburg, 758 So. 2d 1023, 1026 (¶14) (Miss. Ct. App. 2000). This Court has clarified
that “a Rule 12(c) motion is premature until all necessary responsive pleadings have been
6 filed. Any other view makes Rule 12(c) serve the same purpose as Rule 12(b)(6).” Id.4
¶13. In distinguishing between a Rule 56 motion for summary judgment and a Rule 12(c)
motion, the supreme court has explained that “[u]nlike a Rule 56 motion for summary
judgment, a Rule 12(c) motion for judgment on the pleadings is decided on the face of the
pleadings alone.” Huff-Cook, Inc. v. Dale, 913 So. 2d 988, 990 (¶10) (Miss. 2005).
“[W]here a motion for summary judgment is filed and the court determines that it may
appropriately be acted upon without reference to matters outside the pleadings, the judgment
entered shall be a judgment on the pleadings” pursuant to Rule 12(c). Kountouris v.
Varvaris, 476 So. 2d 599, 603 n.3 (Miss. 1985). “Frequently, . . . little turns on whether the
motion has been treated as a motion for judgment on the pleadings or a motion for summary
judgment.” Id.; see also Millican v. Turner, 503 So. 2d 289, 292 (Miss. 1987).
¶14. In the present case, the chancellor’s order stated that Bartz’s complaint “makes a
number of allegations as causes of action, none of which are properly pled.” The chancellor
found that Bartz “has not provided a scintilla of evidence that any of the assets he lists in the
complaint actually existed at the time of their mother’s death.” The chancellor also stated
that Roberts’s motion “correctly asserts that [Bartz] has failed to properly plead his causes
of action and has failed to state with particularity the acts that constitute fraud on the part of
4 We also recognize that Rule 12(h)(2) provides that the “defense of failure to state a claim upon which relief can be granted . . . may be made in any pleading permitted or ordered under Rule 7(a), or by motion for judgment on the pleadings, or at the trial on the merits.” M.R.C.P. 12(h)(2).
7 [Roberts].” The chancellor accordingly held that Bartz’s complaint “fails to state a claim
upon which relief may be granted” and dismissed the case with prejudice.
¶15. In Patel v. Hill-Rom Co., 194 So. 3d 898, 899 (¶5) (Miss. Ct. App. 2016), the circuit
court converted a defendant’s motion to dismiss into a motion for summary judgment. In its
order granting summary judgment, the circuit court included a footnote explaining that
because the circuit court considered “facts and evidence outside of the [c]omplaint,” the
circuit court would therefore treat the motion to dismiss as one for summary judgment. Id.
On appeal, the plaintiff argued that he did not receive proper notice under Rule 56(c)
regarding his motion to dismiss being converted to a motion for summary judgment. Id.
Upon review, this Court found that despite the circuit court’s statement to the contrary, “there
is no indication that the circuit court actually considered anything other than the pleadings.”
Id. at 900 (¶5). This Court cited to Mississippi Rule of Civil Procedure 615 and “conclude[d]
that the circuit court’s order simply contains a misstatement.” Id. at (¶7). This Court held
the chancellor’s characterization of the motion to dismiss “as one for summary judgment was
5 Mississippi Rule of Civil Procedure 61 states as follows:
No error in either the admission or the exclusion of evidence and no error in any ruling or order or in anything done or omitted by the court or by any of the parties is ground for granting a new trial or for setting aside a verdict or for vacating, modifying, or otherwise disturbing a judgment or order, unless refusal to take such action appears to the court inconsistent with substantial justice. The court at every stage of the proceeding must disregard any error or defect in the proceeding which does not affect the substantial rights of the parties.
8 harmless error that did not affect either party’s substantial rights,” explaining that “[t]o find
otherwise would be favoring form over substance.” Id.
¶16. In Hartford, 826 So. 2d at 1209 (¶2), the defendant filed a successful motion for
summary judgment. The defendant later filed a motion to alter or amend the opinion and
order to reflect that the judgment entered was actually incident to a Rule 12(b)(6) motion to
dismiss or a Rule 12(c) motion for judgment on the pleadings. Id. at (¶3). The trial court
ultimately denied the motion, and the defendant appealed. Id. at (¶¶3-4). On appeal, the
supreme court examined the different burdens for motions filed under Rules 12(b)(6), 12(c),
and 56. Id. at 1214-15 (¶29). The supreme court held that because the defendant’s motion
for summary judgment addressed the merits of the case, and because the arguments on the
motion “went beyond the face of the pleadings and crossed the line to addressing the merits
of the case[,]” the motion was one for summary judgment. Id. at 1214 (¶28), 1216 (¶33).
¶17. In the present case, the chancellor titled her order as one granting summary judgment,
and she stated that she “considered the [m]otion and the other pleadings and answers.” Upon
review, we find no evidence in the order that the chancellor considered “facts and evidence
outside” of Bartz’s complaint or considered anything other than the pleadings. Although
Roberts attached several documents to her motion for summary judgment, including two
affidavits, bank statements, and Patricia’s insurance policy, the chancellor’s order does not
refer to these documents or to any discovery. Instead, the chancellor addressed only Bartz’s
complaint. The chancellor’s order reflects no discussion of the merits of the case, and the
9 chancellor made no finding regarding whether Roberts showed the existence of a genuine
issue of material fact. See M.R.C.P. 56(c).
¶18. In determining that the chancellor treated Roberts’s motion as one for judgment on
the pleadings pursuant to Rule 12(c), we now turn to address Bartz’s argument on appeal
regarding notice.
I. Notice of Dismissal
¶19. On appeal, Bartz asserts that Roberts failed to properly serve him with a copy of her
motion pursuant to Mississippi Rule of Civil Procedure 66 or Rule 56.7 Bartz asserts that
Roberts did not mail him a copy of her motion until February 12, 2020, five days after she
filed the motion with the chancery court. Bartz also asserts that Roberts failed to serve Bartz
with any notice of hearing on her motion.8
6 Mississippi Rule of Civil Procedure 6(d) provides, in part, that “[a] written motion, other than one which may be heard ex parte, and notice of the hearing thereof shall be served not later than five days before the time fixed for the hearing, unless a different period is fixed by these rules or by order of the court.” 7 Mississippi Rule of Civil Procedure 56(c) states that a motion for summary judgment “shall be served at least ten days before the time fixed for the hearing. The adverse party prior to the day of the hearing may serve opposing affidavits.” 8 Regarding Bartz’s claim that Roberts failed to serve him with notice of a hearing on her motion, the record reflects that Roberts did not notice her motion for a hearing, and no hearing was held. In Tunica County v. Town of Tunica, 227 So. 3d 1007, 1026 (¶45) (Miss. 2017), the supreme court addressed a claim that the trial court erred in granting a summary judgment without first holding a hearing. On appeal, the supreme court found no error, explaining that “Rule 56 of the Mississippi Rules of Civil Procedure neither explicitly nor implicitly provides the right to a hearing on a motion for summary judgment.” Id. at (¶46). As explained by the supreme court, “[m]otion practice is more generally governed by Rule 78[.]” Id. Rule 78 allows the trial court to rule on a motion for summary judgment
10 ¶20. Additionally, Bartz argues that the chancellor erred in granting summary judgment
only seven days after Roberts filed her motion, and without allowing Bartz to file a motion
or affidavits in opposition. Bartz asserts that this lack of notice and failure to allow Bartz to
respond to Roberts’s motion deprived him of his right to be heard in the matter.
¶21. Roberts filed her motion for summary judgment on February 7, 2020. Roberts’s
motion contained a certificate of service reflecting that on February 7, 2020, Roberts served
a copy of her motion “upon all counsel of record” through the court’s electronic filing
system. The record also contains an envelope from Roberts’s attorney addressed to Bartz.9
The envelope is stamped by the United States Postal Service to reflect that the envelope was
mailed to Bartz on February 12, 2020. Bartz asserts that the envelope contained Roberts’s
motion for summary judgment. The envelope appears in the record as Exhibit C to Bartz’s
Second Statement of the Evidence, which he filed on May 5, 2020. However, Bartz
maintains that because he was incarcerated, he did not receive the envelope containing
Roberts’s motion for summary judgment until February 18, 2020.
without holding a hearing. Id. at 1027 (¶46). The supreme court further explained that even if a hearing was required, an appellate court can review a trial court’s failure to hold a hearing on a motion for summary judgment for harmless error. Id. at (¶47). The supreme court held that the “trial court’s error in failing to hold an oral hearing on the defendant’s summary judgment motion was harmless because the plaintiff presented no evidence which could have defeated the defendant’s motion . . . [and that] it [was] highly unlikely that any material or pertinent facts would have been disclosed at a summary judgment hearing had it been held.” Id. 9 The envelope was addressed and mailed to the Jackson Correctional Institution in Wisconsin, where Bartz is incarcerated.
11 ¶22. The chancellor entered the order granting summary judgment on February 14, 2020.
The record contains an envelope from the chancery clerk addressed to Bartz. The envelope
is stamped by the United States Postal Service to reflect that the envelope was mailed to
Bartz on February 14, 2010. This envelope purportedly contains the chancellor’s order
granting summary judgment. Bartz maintains that he received this order on February 18,
2020, “alongside a copy of Roberts’[s] motion.”
¶23. In her appellate brief, Roberts agrees that the chancellor “jumped the gun on granting
the motion prior to allowing time for a response.” However, Roberts maintains that this
amounts to harmless error because Bartz does not possess sufficient evidence “to rebut the
overwhelming proof in this case that supported the granting of summary judgment.” Roberts
further asserts that Bartz’s motion for reconsideration does not include any affidavits that
would rebut Roberts’s motion.
¶24. As stated, we have determined that despite the title of the order, the chancellor
characterized Roberts’s motion as one for judgment on the pleadings. We reiterate that “[a]
motion for judgment on the pleadings under [Rule] 12(c) serves a similar function to the Rule
12(b)(6) motion to dismiss for failure to state a claim.” Hartford, 826 So. 2d at 1210 (¶8).
Although we have no Mississippi precedent that addresses the particular facts of the case
before us, we recognize that relevant to the issue of notice, the supreme court has held that
“under Rule 12(b)(6) itself, trial courts possess the authority to dismiss complaints which fail
to state a claim—on the court’s own motion.” Trigg v. Farese, 266 So. 3d 611, 619 (¶16)
12 (Miss. 2018). The supreme court has clarified that the only limitation on a trial court’s
authority to sua sponte dismiss a claim pursuant to Rule 12(b)(6) “is that the court must
proceed in a way that is fair to the parties.” Id. (citing 5B Wright & Miller § 1357). In
Trigg, the supreme court held that because the non-moving parties were “on notice that the
legal sufficiency of their complaint had been challenged and were given numerous
opportunities to respond, we can find no unfairness in the dismissal.” Id.
¶25. Further helpful to the disposition of the issue before us, we recognize that the United
States Court of Appeals for the Fifth Circuit has held that “[g]enerally a district court errs in
dismissing a pro se complaint for failure to state a claim under Rule 12(b)(6) without giving
the plaintiff an opportunity to amend.” Bazrowx v. Scott, 136 F.3d 1053, 1054 (5th Cir.
1998). Similar to the standard set forth by the Mississippi Supreme Court, the Fifth Circuit
has conditioned that “[t]he district court may dismiss an action on its own motion under Rule
12(b)(6) ‘as long as the procedure employed is fair.’” Id.
¶26. In Bazrowx, the Fifth Circuit found that “the district court erred in failing to give
Appellant notice of the court’s intention to dismiss his suit or an opportunity to amend his
complaint[,]” but held that “[s]uch error may be ameliorated . . . if the plaintiff has alleged
his best case, or if the dismissal was without prejudice.” Id. (footnote omitted). The Fifth
Circuit has clarified that a court can consider a plaintiff to have asserted his best case when
the plaintiff has had a “fair opportunity to make out [his] case.” Jacquez v. Procunier, 801
F.2d 789, 792 (5th Cir. 1986). In Bazrowx, the district court dismissed the appellant’s case
13 without prejudice. Bazrowx, 136 F.3d at 1054. The Bazrowx court also explained that “our
careful and thorough de novo review satisfies us that, as it stands, Appellant’s complaint does
fail to state a claim for which relief could be granted.” Id. at 1054-55. The Bazrowx court
held that in that case, because the appellant’s complaint failed to state a claim for which
relief could be granted and because the district court dismissed the case without prejudice,
“any error in failing to give notice and allow amendment [was] harmless.” Id.
¶27. In Lerma v. Falks, 338 F. App’x 472, 474 (5th Cir. 2009) , the Fifth Circuit reiterated
its statement that “generally a district court errs in dismissing a pro se complaint for failure
to state a claim under Rule 12(b)(6) without giving the plaintiff an opportunity to amend.”
(Quoting Bazrowx, 136 F.3d at 1054). The Lerma court recognized, however, that “when
a pro se petitioner has been given several opportunities to amend his claims, dismissal is
proper.” Id. (citing Castro Romero v. Becken, 256 F.3d 349, 353 (5th Cir. 2001)).
¶28. In the present case, the record shows that Roberts raised the affirmative defenses of
failure to state a claim and judgment on the pleadings in her answer, and therefore we find
that Bartz was “on notice that the legal sufficiency of [his] complaint had been challenged[.]”
Trigg, 266 So. 3d at 619 (¶16). However, the record clearly establishes that the chancellor
granted Roberts’s motion without providing Bartz with an opportunity to respond to the
motion or to amend his complaint. Unlike in Bazrowx, the chancellor here dismissed the case
with prejudice. Given the particular facts of the case before us, we cannot say that the
chancellor’s dismissal of Bartz’s case without notice to Bartz was fair or harmless.
14 ¶29. The record reflects that at no point in the proceedings below did Bartz seek leave to
amend his complaint. Regardless, Rule 12(c) and Rule 15(a) both provide that “[o]n
sustaining a motion . . . for judgment on the pleadings, pursuant to Rule 12(c), leave to
amend shall be granted when justice so requires[.]” Hinton v. Rolison, 175 So. 3d 1281,
1286 (¶16) (Miss. 2015). The supreme court has explained that
in the absence of any apparent or declared reason[—]such as undue delay, bad faith or dilatory motive on the part of the movant, repeated failure to cure deficiencies by amendments previously allowed, undue prejudice to the opposing party by virtue of allowance of the amendment, futility of the amendment, etc.[—] . . . leave [to amend the complaint] . . . should, as the rules require, be “freely given.”
Moeller v. Am. Guar. & Liab. Ins. Co., 812 So. 2d 953, 962 (¶28) (Miss. 2002).
¶30. In Breeden v. Buchanan, 164 So. 3d 1057, 1060, 1064 (¶¶12, 30) (Miss. Ct. App.
2015), this Court held that a trial court abused its discretion where it dismissed the plaintiff’s
complaint pursuant to Rule 12(b)(6) but then denied the plaintiff’s motion for leave to amend
his complaint. This Court explained that it based its decision “primarily on the principle that
Mississippi courts have liberally permitted amended pleadings.” Id. at 1064 (¶30). We
accordingly reversed the trial court’s decision to dismiss the claims and directed the trial
court to allow the appellant leave to file his amended complaint. Id. at (¶31).
¶31. Therefore, in accordance with caselaw, and to allow for fairness in the proceedings
below, we must reverse this case and remand to the chancellor with instructions to dismiss
Bartz’s complaint without prejudice and to allow Bartz to amend his complaint if leave to
15 amend is requested in accordance with Rule 15(a).10
II. Bartz’s Remaining Assignments of Error
¶32. First, Bartz argues that the chancery court erred by declining to set Bartz’s discovery
motions for hearings and decreeing that it would not hear any of Bartz’s motions unless he
retained counsel to represent him. Bartz asserts that the court administrator for the chancery
court informed Bartz’s “attorney-in-fact” that she “had been directed by the [c]ourt’s staff
attorney not to set Bartz’s motions for hearings due to his pro se status.” According to Bartz,
the chancellor “decreed that the [c]ourt would hear none of Bartz’s motions unless he first
obtained a licensed attorney to represent him.” In support of his claim, Bartz cites to his
“Statement of the Evidence,” which he filed on March 30, 2020. In this document, Bartz
provides a summary of the January 27, 2020 hearing in which he claims that the chancellor
told him, “[t]his court will not hear any further motions from you unless you first obtain
representation.”
¶33. Other than Bartz’s “Statement of the Evidence,” we find no support in the record for
10 Although Bartz does not raise this issue on appeal, we find that Bartz’s complaint complied with the requirements to request an heirship determination as set forth in Mississippi Code Annotated section 91-1-27. Bartz did not file a separate petition requesting to be determined an heir at law; however, the supreme court has found that a complaint “was sufficient as a request for determination of heirship.” Dees v. Est. of Moore, 562 So. 2d 109, 112 (Miss. 1990). We therefore reverse the chancellor’s judgment and remand the case with instructions for the chancellor to consider the issue of Bartz’s request for an heirship determination. Upon consideration of the heirship determination, we instruct the chancellor to dismiss Bartz’s remaining claims without prejudice and to allow Bartz to amend his complaint if leave to amend is requested.
16 Bartz’s assertion. In the chancellor’s order granting summary judgment, she correctly stated:
“The Court notes that in this state, an attorney is required to probate an estate.” Regardless,
we find that Bartz failed to properly raise this particular issue before the trial court. The
supreme court has held that issues not raised before the trial court are procedurally barred
from consideration on appeal. Brown v. Thompson, 927 So. 2d 733, 738 (¶16) (Miss. 2006).
¶34. Bartz next argues that the chancery court erred by failing to both file and grant his
motion to transfer venue. In his appellate brief, Bartz asserts that he mailed the motion to
transfer venue to the chancery court to file, but he claims that the chancery clerk declined to
file the motion and returned it to him. Bartz admits that the chancellor’s failure to file or
grant his motion for venue was “never fully raised before the trial court,” but he asserts that
this Court can review this issue for plain error.
¶35. As stated, on May 5, 2020, Bartz filed a motion titled “Plaintiff’s Second Statement
of the Evidence” and he attached his motion to transfer venue to this document. The motion
to transfer venue is dated February 10, 2020. However, this motion does not appear on the
trial court’s docket or in the record before us—except as attached to Bartz’s May 5, 2020
“Second Statement of the Evidence.” The record contains no ruling from the chancellor on
this motion.
¶36. The supreme court has held that
a party making a motion must follow up that action by bringing it to the attention of the judge and by requesting a hearing upon it. It is the responsibility of the movant to obtain a ruling from the court on motions filed by him, and failure to do so constitutes a waiver of same.
17 Billiot v. State, 454 So. 2d 445, 456 (Miss. 1984) (citation and internal quotation marks
omitted). We therefore find that Bartz has waived this issue on appeal.
¶37. Bartz next asserts that the chancellor’s findings “were unsupported by the greater
weight of the evidence” and argues that the chancellor erred in granting summary judgment.
Because we are remanding this case to the chancellor for further proceedings consistent with
this opinion, we decline to address this issue.
¶38. REVERSED AND REMANDED.
GREENLEE, WESTBROOKS, LAWRENCE, SMITH AND EMFINGER, JJ., CONCUR. BARNES, C.J., WILSON, P.J., McDONALD AND McCARTY, JJ., CONCUR IN PART AND IN THE RESULT WITHOUT SEPARATE WRITTEN OPINION.