Olga Gutierrez, Individually & Independent Administrator With Will Annexed for the Estate of Enedina Gutierrez v. Don Lorenz and Judy Lorenz

CourtCourt of Appeals of Texas
DecidedApril 23, 2020
Docket14-18-00608-CV
StatusPublished

This text of Olga Gutierrez, Individually & Independent Administrator With Will Annexed for the Estate of Enedina Gutierrez v. Don Lorenz and Judy Lorenz (Olga Gutierrez, Individually & Independent Administrator With Will Annexed for the Estate of Enedina Gutierrez v. Don Lorenz and Judy Lorenz) 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
Olga Gutierrez, Individually & Independent Administrator With Will Annexed for the Estate of Enedina Gutierrez v. Don Lorenz and Judy Lorenz, (Tex. Ct. App. 2020).

Opinion

Affirmed and Memorandum Opinion filed April 23, 2020.

In The

Fourteenth Court of Appeals

NO. 14-18-00608-CV

OLGA GUTIERREZ, INDIVIDUALLY & AS INDEPENDENT ADMINISTRATOR WITH WILL ANNEXED FOR THE ESTATE OF ENEDINA GUTIERREZ, DECEASED, Appellant V.

DON LORENZ AND JUDY LORENZ, Appellees

On Appeal from the Probate Court Galveston County, Texas Trial Court Cause No. PR-0062112-D

MEMORANDUM OPINION

Appellant Olga Gutierrez filed suit against appellees Don and Judy Lorenz, seeking a declaration that a conveyance to the Lorenzes of property, previously owned by Olga’s mother, was void. The Lorenzes defended Olga’s claim and filed a counterclaim for a declaration and to quiet title based on a defense of limitations under the adverse-possession statutes. The trial court granted summary judgment and declared title in the Lorenzes’ favor based on adverse possession. Olga appeals the judgment denying relief on her claim and awarding title to the Lorenzes. The Lorenzes appeal orders denying them attorneys’ fees and sanctions. Because we conclude that no party has demonstrated reversible error, we affirm the court’s judgment.

Background

Enedina Gutierrez owned real property in Galveston County, which we refer to as the “Winnie Street Property.” Enedina died on April 4, 1998. Enedina had six children during her lifetime, five of whom survived her death: Olga Gutierrez (appellant), Jose Angel, Maria Julia, Maria Rosalia, and Jose Esteban.

Enedina’s will was admitted to probate on February 12, 1999, and Jose Esteban served as executor. The will devised the Winnie Street Property to Jose Angel and Jose Esteban “in equal shares.” The will also included a paragraph providing:

None of the real property is to be sold or mortgaged, all property is to be kept in the Gutierrez family. When one of my children dies, that individual’s property is to be divided equally among the survivors. When the last of my children is the only one remaining, then the property can be sold or do whatever that individual desires, without restrictions.

Olga refers to this paragraph as a “no sale clause.”

In 2000, Jose Angel and Jose Esteban conveyed the Winnie Street Property to the Lorenzes. Jose Angel died in 2011. In 2014, Olga, as part of a mediated settlement arising out of a prior suit against Jose Esteban, became executrix of Enedina’s estate.

In 2015, Olga filed a petition for declaratory judgment against the Lorenzes, alleging the sale of the Winnie Street Property was void because Jose Angel and Jose Esteban lacked authority to sell the property in 2000 under the “no sale 2 clause” in Enedina’s will.1 The Lorenzes answered, arguing that limitations barred Olga’s claim. The Lorenzes also asserted a counterclaim for adverse possession and sought a declaratory judgment to quiet title in their favor. The Lorenzes moved for summary judgment on their adverse possession limitations defense. They argued that they satisfied the requirements of the applicable statute of limitations, whether three, five, or ten years of adverse possession.

The trial court granted the Lorenzes’ motion, dismissed Olga’s claim with prejudice, and granted judgment in the Lorenzes’ favor for title to the property.

Olga’s Appeal

Olga argues that the trial court erred in granting judgment in the Lorenzes’ favor because the Lorenzes did not conclusively establish all the elements of their limitations defense under the adverse possession statutes.

A. Standard of Review

The trial court granted the Lorenzes’ traditional motion for summary judgment. We review a trial court’s grant of summary judgment de novo. Valence Operating Co. v. Dorsett, 164 S.W.3d 656, 661 (Tex. 2005). In the traditional summary judgment context, the movant has the burden to show there is no genuine issue of material fact and that the movant is entitled to judgment as a matter of law. Tex. R. Civ. P. 166a(c); Lopez v. Ensign U.S. S. Drilling, LLC, 524 S.W.3d 836, 841 (Tex. App.—Houston [14th Dist.] 2017, no pet.). A defendant seeking summary judgment on the basis of an affirmative defense, such as limitations,

1 In related litigation, Olga also sued the present owners of another piece of property devised to, and later sold by, Jose Angel and Jose Esteban, as well as the title company involved in the real estate transactions. As discussed more below, this court interpreted provisions of Enedina’s will that formed the basis of Olga’s suit against the title company. See Gutierrez v. Stewart Title, 550 S.W.3d 304, 314-17 (Tex. App.—Houston [14th Dist.] 2018, no pet.); see also infra Section C.1.

3 bears the burden to conclusively establish that defense. Diversicare Gen. Partner, Inc. v. Rubio, 185 S.W.3d 842, 846 (Tex. 2005); see also Sharp v. Kroger Tex. L.P., 500 S.W.3d 117, 119 (Tex. App.—Houston [14th Dist.] 2016, no pet.).

B. The Lorenzes’ Motion for Partial Summary Judgment

To acquire title under a statute of limitations, that statute’s requirements must be met. Nat. Gas Pipeline Co. of Am. v. Pool, 124 S.W.3d 188, 198 (Tex. 2003). The applicable time period to succeed on a limitations defense under the adverse possession statutes varies depending on the circumstances. A three-year limitation period applies to a suit “to recover real property held by another in peaceable and adverse possession under title or color of title,” and the claimant must file suit “not later than three years after the day the cause of action accrues.” Tex. Civ. Prac. & Rem. Code § 16.024. The five-year statute requires a person to bring suit within five years to recover property held by another in peaceable and adverse possession who cultivates, uses, or enjoys the property, pays applicable taxes, and claims the property under a duly registered deed. Id. § 16.025(a). The ten-year statute applies to suits “to recover real property held in peaceable and adverse possession by another who cultivates, uses, or enjoys the property.” Id. § 16.026(a).

If an action for the recovery of real property is barred by adverse possession limitations, the person who holds the property in peaceable and adverse possession has full title, precluding all claims. Id. § 16.030(a); Kazmir v. Benavides, 288 S.W.3d 557, 561 (Tex. App.—Houston [14th Dist.] 2009, no pet.). Any ouster by the record title holder after the applicable limitations period comes too late. See Kazmir, 288 S.W.3d at 561; Sterling v. Tarvin, 456 S.W.2d 529, 533 (Tex. App.— Fort Worth 1970, writ ref’d n.r.e.).

4 In their motion for partial summary judgment, the Lorenzes made two general arguments. First, they asserted that Olga’s claim fails as a matter of law because the Lorenzes met all statutory requirements for the necessary number of years no matter which limitations period applies. Second, because Olga’s claim is barred under all limitations periods, the Lorenzes argued they were entitled to judgment of title under Texas Civil Practice and Remedies Code section 16.030. The trial court agreed with the Lorenzes on both arguments. In their motion, the Lorenzes took no position on the validity of the 2000 deed.

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Olga Gutierrez, Individually & Independent Administrator With Will Annexed for the Estate of Enedina Gutierrez v. Don Lorenz and Judy Lorenz, Counsel Stack Legal Research, https://law.counselstack.com/opinion/olga-gutierrez-individually-independent-administrator-with-will-annexed-texapp-2020.