Michael Lowman v. Linda Lowman Martini, Dependent Administrator of the Estate of Herman Bruce Lowman and Cora Sue Lowman

CourtCourt of Appeals of Texas
DecidedMay 26, 2022
Docket13-20-00359-CV
StatusPublished

This text of Michael Lowman v. Linda Lowman Martini, Dependent Administrator of the Estate of Herman Bruce Lowman and Cora Sue Lowman (Michael Lowman v. Linda Lowman Martini, Dependent Administrator of the Estate of Herman Bruce Lowman and Cora Sue Lowman) 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
Michael Lowman v. Linda Lowman Martini, Dependent Administrator of the Estate of Herman Bruce Lowman and Cora Sue Lowman, (Tex. Ct. App. 2022).

Opinion

NUMBER 13-20-00359-CV

COURT OF APPEALS

THIRTEENTH DISTRICT OF TEXAS

CORPUS CHRISTI – EDINBURG

MICHAEL LOWMAN, Appellant,

v.

LINDA LOWMAN MARTINI, DEPENDENT ADMINISTRATOR OF THE ESTATE OF HERMAN BRUCE LOWMAN AND CORA SUE LOWMAN, Appellees.

On appeal from the County Court at Law No. 1 of Nueces County, Texas.

MEMORANDUM OPINION Before Chief Justice Contreras and Justices Benavides and Tijerina Memorandum Opinion by Justice Tijerina

Appellant Michael Lowman appeals the trial court’s granting of summary

judgments in favor of appellees Linda Lowman Martini, dependent administrator of the

estate of Herman Bruce Lowman, and Cora Sue Lowman. By two issues, Michael asserts the trial court erred when it (1) sustained appellees’ objections to his affidavit, and (2)

granted appellees’ traditional and no-evidence summary judgments. We affirm.

I. BACKGROUND

Herman and Cora owned a brush clearing business and had two children: Michael

and Linda. According to Michael, in 2015, he entered into an oral agreement with Herman

under which Michael would clear brush for customers using Herman’s equipment, and

after deducting half of the expenses, “the parties would share 50% of the net income.”

In February 2017, Michael entered into a written contract with Herman for the

purchase of a bulldozer. The notarized contract, bearing both signatures, provides that

Michael would pay Herman $40,000 in exchange for the bulldozer.

Herman died on October 17, 2017. Linda was the dependent administrator of

Herman’s estate. On October 11, 2018, Michael filed a claim against Herman’s estate in

probate, which Linda rejected.

On November 22, 2019 Michael sued Linda, as dependent administrator of the

estate of Herman, alleging breach of contract. Michael claimed he was owed

“$215,008.36 less $40,000.00 which is the cost of the dozer and possession of it.” The

petition alleged that Linda wrongfully rejected Michael’s October 11, 2018 probate claim.

Michael also claimed that Cora was responsible for the debt as Herman’s surviving

spouse under a community debt obligation.

Appellees filed a partial traditional motion for summary judgment and partial no-

evidence summary judgment motion, asserting that, because Michael did not pay $40,000

for the bulldozer as the contract required, he did not meet the elements for a breach of

2 contract claim. As evidence, they attached the written contract which, according to

Michael, his daughter drafted “off a computer.” The contract provided that Herman as

seller authorized the sale of the bulldozer in the amount of $40,000, and “[a]fter exchange

of payment, the Buyer [sic] renders full right and ownership of the goods listed above.”

Cora similarly filed a separate no-evidence summary judgment motion asserting

there was no evidence to support Michael’s claim that she is liable for the alleged debt

pursuant to her marriage to Herman. Appellees subsequently filed another partial

traditional summary judgment motion asserting a statute of frauds (SOF) affirmative

defense as to Michael’s alleged oral agreement. They attached Michael’s live pleading,

his deposition transcript, a voluminous handwritten “tally ledger” regarding the brush

clearing business, and Michael’s responses to her requests for admission.

Michael responded to the summary judgment motions asserting the written

contract appellees attached to support their summary judgment motion cannot be used

as evidence because there is no affidavit authenticating it or making it admissible under

Texas Rules of Civil Procedure 166a(f). See TEX. R. CIV. P. 166a(f) (providing that

supporting and opposing affidavits shall be made on personal knowledge and shall show

affirmatively that the affiant is competent to testify on the matters stated therein). Instead,

Michael contended that the only summary judgment evidence was his attached affidavit,

wherein he averred that his oral agreement with Herman was that Michael would clear

brush, then deduct half the expenses, and be paid fifty percent of the net income. In his

affidavit, Michael further alleged that Linda withdrew $100,000 from Cora’s and Herman’s

checking account on November 30, 2016, and another $10,000 on December 15, 2016:

3 “Where this money went, I do not know. However, I was the owner of 50% of that

amount . . . less the $40,000.00 payment for the [bulldozer].”

Appellees objected to Michael’s summary judgment evidence and filed a motion to

strike, claiming his affidavit was conclusory, a sham, not readily controvertible as he was

an interested witness, and that Herman was unable to refute Michael’s allegations as he

was deceased. See id. R. 166a(c) (“A summary judgment may be based on

uncontroverted testimonial evidence of an interested witness . . . if the evidence is clear,

positive and direct, otherwise credible and free from contradictions and inconsistencies,

and could have been readily controverted.”). Appellees further stated Michael’s affidavit

was conclusory because it was unsupported by facts and a sham because it conflicted

with his prior responses to her requests for admission.

Michael responded to two of these allegations stating that Rule 166a(c) only

applies to affidavits in support of motions for summary judgment and does not apply to

opposing affidavits such as his. Compare id. R. 166a(f) with R. 166a(c). Additionally, he

denied that his affidavit was a sham because he only contradicated himself in “unsworn

testimony” as opposed to contradicting himself in “sworn testimony.” Michael did not

address the objection that his affidavit was conclusory.

On February 14, 2020, the trial court: (1) granted apepellees’ partial traditional

motion for summary judgment on the SOF affirmative defense; (2) granted Cora’s no-

evidence motion for summary judgment; (3) granted appellees’ no-evidence summary

judgments; and (4) sustained appellees’ objections and motion to strike Michael’s

affidavit. The trial court dismissed Michael’s claims with prejudice and signed a final

4 judgment disposing of all claims and all parties on July 16, 2020. Michael filed a motion

to reconsider, which the trial court denied. This appeal followed.

II. WAIVER

By his first issue, Michael argues the trial court erred in striking his affidavit—which

he solely relied on to defeat appellees’ motions for summary judgment—on the grounds

that it was not readily controvertible, a sham, and conclusory.

In the trial court, appellees filed a motion to strike Michael’s summary judgment

evidence on the basis that it was: (1) not readily controvertible, (2) conclusory, and (3) a

sham. Michael responded to only two of these objections. Regarding the first objection,

in a single sentence, Michael argued that the part of Texas Rule of Civil Procedure

166a(c)—requiring summary judgment evidence to be readily controvertible—“only

applies to affidavits filed by a movant for summary judgment, not responses to summary

judgment motions,” such as his opposing affidavit. Regarding the second objection,

Michael asserted that the sham rule did not apply because “[a] request for admissions is

not sworn testimony,” and therefore his affidavit did not conflict with prior testimony.

Michael did not address appellees’ argument that his summary judgment evidence

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Michael Lowman v. Linda Lowman Martini, Dependent Administrator of the Estate of Herman Bruce Lowman and Cora Sue Lowman, Counsel Stack Legal Research, https://law.counselstack.com/opinion/michael-lowman-v-linda-lowman-martini-dependent-administrator-of-the-texapp-2022.