Natalie Schwarz v. Schwarz Webb Holdings, Ltd., Roger J. Schwarz, Benjamin Joseph Schwarz and Isaac Scott Schwarz

CourtTexas Court of Appeals, 4th District (San Antonio)
DecidedJuly 8, 2026
Docket04-25-00233-CV
StatusPublished

This text of Natalie Schwarz v. Schwarz Webb Holdings, Ltd., Roger J. Schwarz, Benjamin Joseph Schwarz and Isaac Scott Schwarz (Natalie Schwarz v. Schwarz Webb Holdings, Ltd., Roger J. Schwarz, Benjamin Joseph Schwarz and Isaac Scott Schwarz) is published on Counsel Stack Legal Research, covering Texas Court of Appeals, 4th District (San Antonio) primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Natalie Schwarz v. Schwarz Webb Holdings, Ltd., Roger J. Schwarz, Benjamin Joseph Schwarz and Isaac Scott Schwarz, (Tex. Ct. App. 2026).

Opinion

Fourth Court of Appeals San Antonio, Texas MEMORANDUM OPINION

No. 04-25-00233-CV

Natalie SCHWARZ, Appellant

v.

SCHWARZ WEBB HOLDINGS, LTD., Roger J. Schwarz, Benjamin Joseph Schwarz and Isaac Scott Schwarz, Appellees

From the 111th Judicial District Court, Webb County, Texas Trial Court No. 2018-CVG-002345-D2 Honorable Monica Z. Notzon, Judge Presiding

Opinion by: Rebeca C. Martinez, Chief Justice

Sitting: Rebeca C. Martinez, Chief Justice Lori Massey Brissette, Justice Velia J. Meza, Justice

Delivered and Filed: July 8, 2026

AFFIRMED

This is an appeal from a final judgment that enforces a Rule 11 agreement between three

siblings — Natalie, Trey, and Joe Schwarz 1 — who sought to partition real property. In five issues,

Natalie argues that the trial court erred in granting Trey and Joe a summary judgment because: (1)

1 “Trey” Schwarz is Harry “Trey” Schwarz, and he transferred his interest to Marybeth Schwarz as trustee of the S&R Webb County Trust. Joe Schwarz’s interest is now held by his three sons — Benjamin, Joseph, and Isaac Scott — and Schwarz Webb Holdings, Ltd. For simplicity, we refer to the brothers as “Trey and Joe.” 04-25-00233-CV

the Rule 11 agreement fails to adequately describe the real property she was apportioned in

accordance with the statute of frauds; (2-3) the Rule 11 agreement is indefinite and ambiguous;

(4) Trey and Joe failed to establish as a matter of law that Natalie did not pay her share of the

surveying fees; and (5) the trial court abused its discretion in refusing to grant Natalie leave to file

additional summary judgment evidence the day before the summary judgment hearing. We affirm.

I. BACKGROUND

Natalie, Trey, and Joe each inherited an undivided, one-third interest in the Pescadita

Ranch, an approximately 8,000-acre tract of land in Webb County, Texas. The Pescadita Ranch

encompasses an approximately 460-acre tract of land commonly referred to as the “test track.”

The siblings, along with other family members, co-own the test track. In 2018, Natalie sought a

judicial partition of the Pescadita Ranch under Chapter 23A of the Texas Property Code. See TEX.

PROP. CODE ANN. § 23A.001. In 2021, the trial court signed a decree ordering partition and

appointing commissioners.

After two slates of commissioners, the siblings remained at an impasse regarding how to

partition the Pescadita Ranch. At a status conference, the trial court offered to host an informal

mediation. The parties agreed, and the trial court later conducted a mediation. As a starting point,

the trial court used an aerial photograph of the Pescadita Ranch that had three proposed shares

demarcated by Valbridge Property Advisors. 2 The trial court interlineated and annotated parts of

Share 1 (Natalie’s share, demarcated by a black line in the Valbridge photograph) and Share 2

(Trey’s share, demarcated by a blue line). The interlineation and notes at the center of this dispute,

as typewritten in Trey and Joe’s brief and unobjected-to by Natalie, provide:

2 Valbridge is a real estate appraisal firm that the trial court had appointed earlier in the dispute to help determine the fair market value of the property.

-2- 04-25-00233-CV

The trial court announced the Rule 11 agreement 3 on the record, stating:

The parties have conducted a settlement conference with their attorneys, and it looks like we’ve been able to work on settlement for this case. I am going to read it into the record, and I’m also submitting an exhibit into the record with the partition lines that have been agreed to by the parties. There are going to be some slight changes, probably, when the final survey gets done, just because of the tweaks of the features of the road, but here it goes, Counsel:

All right. So, the parties have agreed that Plaintiff, Natalie Schwarz, receive the east tract of the property known as Share Number 1, according to the Valbridge Property Advisors Partition Exhibit marked as “A,” and it is the one marked as “Share Number 1.” Share Number 2 will be going to [Trey]; and, Share Number 3 will be going to Mr. Joe Schwarz; and, as for Share Number 1, it’s going to be

3 TEX. R. CIV. P. 11 (“Unless otherwise provided in these rules, no agreement between attorneys or parties touching any suit pending will be enforced unless it be in writing, signed and filed with the papers as part of the record, or unless it be made in open court and entered of record.”).

-3- 04-25-00233-CV

configured in the amount of 2,912 acres, plus 2-2-3-1. So, it’s 2912.2231; and so, after the parties negotiated today, they’ve adjusted a little bit of the acreage.

The Defendants [Trey and Joe] have agreed to give their sister, the Plaintiff, their 1/6th ownership of that test tract, and so some of that additional acreage will result in the acreage coming off of the bottom, being reconfigured. So, the total acreage will be that 2,912; and then, she will also have the corner frontage acreage in exchange for giving her brother, [Trey], the bottom corner acreage as I have in Exhibit A; and, that’s to make sure that he has access for a road; and she will also have access from the main gate to the test track. The access will be for her and her use only. If she sells the ranch in the future, that access or easement would go away.

Later at the settlement hearing, the parties, including Natalie’s counsel, discussed the expenses

associated with the post-settlement survey:

NATALIE’S COUNSEL: What other surveying other than what is already owed?

TREY’S COUNSEL: Well, there is no actual survey, like the metes and bounds for the purposes of doing these partition deeds. We need a description.

COURT: Right. For the deed. So, they need to be paid up because they are owed a balance.

TREY’S COUNSEL: That’s going to be some work, and I don’t have a number.

NATALIE’S COUNSEL: So, the additional surveying costs to survey these three shares for the Valbridge proposal that we are talking about, that’s going to be paid . . . [ellipses in original]

COURT: 1/3, 1/3, and 1/3. Yes.

At the conclusion of the hearing, Natalie personally thanked the trial court:

NATALIE: You know what? I was so glad to finally have this time with you.

COURT: Absolutely.

NATALIE: You know why? I was just was so impressed with you this entire time.

-4- 04-25-00233-CV

COURT: Thank you.

The trial court asked the parties to coordinate with the court coordinator on a date for the trial court

to enter the final judgment.

After the settlement hearing, James Ornelas, a land surveyor, reviewed the settlement

hearing transcript and “Exhibit A.” Ornelas conferred with all counsel in an attempt to prepare a

survey with a metes and bounds description of the final partition. Ornelas’ survey of the hotly-

contested area between Natalie’s and Joe’s shares as compared to Exhibit A provides:

Exhibit A Ornelas’ Survey

At the hearing for entry of final judgment, Natalie’s counsel indicated that Natalie had issues with the settlement. Counsel for Trey summarized the conflict:

Your Honor, the issue became — just to clarify — we met with the surveyors several times, and here’s the issue — and if we can clear this up today, I think we’re done — but they are contending that their acreage that they receive should all be fee simple acreage; and in the settlement agreement that was read into the record, it’s very clear that they’re getting acreage out of the test tract, which is undivided acreage.

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Natalie Schwarz v. Schwarz Webb Holdings, Ltd., Roger J. Schwarz, Benjamin Joseph Schwarz and Isaac Scott Schwarz, Counsel Stack Legal Research, https://law.counselstack.com/opinion/natalie-schwarz-v-schwarz-webb-holdings-ltd-roger-j-schwarz-benjamin-txctapp4-2026.