Parker v. Parker

131 S.W.3d 524, 2004 WL 221173
CourtCourt of Appeals of Texas
DecidedApril 1, 2004
Docket2-02-312-CV, 2-02-313-CV
StatusPublished
Cited by28 cases

This text of 131 S.W.3d 524 (Parker v. Parker) 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
Parker v. Parker, 131 S.W.3d 524, 2004 WL 221173 (Tex. Ct. App. 2004).

Opinion

OPINION ON REHEARING

TERRIE LIVINGSTON, Justice.

I. Introduction

After reviewing appellants’ ■ motion for rehearing, we deny the motion, withdraw our August 14, 2003 opinion and judgment, and substitute the following in their place.

Appellants Shannon Emily Parker and Kelli Parker appeal from the probate court’s denial of their motions for summary judgment and the court’s corresponding ruling granting appellees Christy Lynn Parker and Robert Clinton Parker’s motions for partial summary judgment. In three issues, appellants complain that the probate judge was without power to rule upon the parties’ summary judgment motions due to a previous oral recusal and that if the probate judge possessed such power, he erred by denying appellants’ motions and granting appellees’ motions. We affirm.

II. Factual and Procedural History

These are companion cases dealing with the disposition of the estates of Charles F. Roeser (“Roeser”) and Maxine Shannon Pavelic (“Pavelic”), respectively. The cases involve the construction of Roeser’s and Pavelic’s wills and whether or not adopted great-grandchildren are eligible beneficiaries of testamentary trusts created under them.

On July 27, 1999, Chase Bank of Texas (“Chase”), acting as trustee of the trusts created under the respective wills of Roes-er and Pavelic, filed an “Original Petition for Declaratory Judgment” under two cause numbers in Probate Court Number One of Tarrant County. 1 Chase sought a declaration in each case construing the terms of the testamentary trusts created under the respective wills and a determination of the interested parties’ rights under those trusts. The interested parties named by Chase who are now parties to this appeal include appellants, the biological daughters of Emily Roeser Parker and grandchildren of Roeser and Pavelic, and appellees, the adopted children of Earle Whitney Parker, Emily Roeser Parker’s son, and adopted great-grandchildren of .Roeser and Pavelic.

*526 Appellants and a third sibling, Patrick Allison Parker, 2 answered Chase’s petitions and asserted cross-claims against ap-pellees alleging that appellees possessed no rights to the trusts created under the Roeser and Pavelic wills because of their status as adopted children. Appellants requested a judicial declaration that appel-lees have no interest in either estate. On May 12, 2000, appellees answered and filed counterpetitions for declaratory judgment, in which they argued that the probate court should, as a matter of law, “construe the language of the Decedent’s Will in such a way as to treat all heirs of Decedent’s children the same, whether such heirs are adopted or not.” On the same day, appellees also filed motions for partial summary judgment requesting the court to hold that the Pavelic trusts did not exclude adopted great-grandchildren.

Thereafter, appellants filed motions for summary judgment on their cross-claims against appellees, asserting that summary judgment evidence presented by appellants proved as a matter of law that appel-lees possessed no interest in either estate and that there was no evidence either Roeser or Pavelic intended for adopted great-grandchildren to inherit under the terms of their wills. The evidence attached to appellants’ motions for summary judgment includes: Pavelic’s October 15, 1971 will, an October 31, 1971 handwritten codicil to Pavelic’s will, a March 25, 1977 second codicil to Pavelic’s will, a July 6, 1978 third codicil to Pavelic’s will, Roeser’s February 19, 1947 will, a February 19, 1947 first codicil to Roeser’s will, and a February 4, 1949 second codicil to Roes-er’s will, all of which bear the seal of the County Clerk of Tarrant County, Texas.

With the competing summary judgment motions pending before the probate court, the parties set forth the following agreed stipulation of facts regarding the estate of Roeser, which is part of the clerk’s record:

Charles F. Roeser (hereafter Decedent) died in 1949. His probated Will consisted, collectively, of a 1947 will and 1947 and 1948 codicils. Item Four of the Will created three trusts, one for the Decedent’s wife, Maxine Shannon Roes-er, and one for each of his two daughters, Emily and Ellen. The Will provided that if the Decedent’s wife failed to appoint those to whom the remaining assets of the trust for her benefit should pass at her death, then that trust is to continue for a period of 20 years following the death of the survivor of Emily and Ellen. The trusts for the benefit of the daughters likewise continue until 20 years following the death of the survivor of the two. The Decedent’s wife died in 1983 without exercising the power of appointment granted her under Item Four of the Will. Decedent’s daughter Emily Roeser Parker died in 1987. Decedent’s daughter Ellen Roeser is still living.
Under the Will’s provisions for distributions of trust income, and ultimately of trust corpus, as it relates to all three trusts, the Decedent’s grandchildren are beneficiaries or contingent beneficiaries. A deceased grandchild’s beneficial interest passes to the deceased grandchild’s children or their heirs. The Will uses the language “children born of her body”—Emily’s body or Ellen’s body— to describe the class of grandchildren beneficiaries. It uses the word[s] “the children, and their heirs, of any deceased child of her body to be entitled to their parent’s portion per stirpes” to describe the class of beneficiaries who may take through a deceased grandchild. The Will does not define “children,” neither does it contain any provi *527 sion explicitly including or excluding adopted children from the class of beneficiaries who may take through a deceased grandchild. The Decedent’s grandchildren include Earle Whitney Parker, who died in 1998. Earle Whitney Parker was the adoptive parent of two children, Christy Lynn Parker and Robert Clinton Parker.

An agreed stipulation of facts was also filed in the companion case regarding the estate of Pavelic, Roeser’s wife, which states:

Maxine Shannon Pavelic (hereafter Decedent) died in 1988. Her probated Will consisted, collectively, of a 1971 will with 1977 and 1978 codicils. Article Four of the Will created a trust from her residuary estate, to be divided into equal and separate shares/trusts for each of her grandchildren. Article Four defined “grandchildren” as “child or children born (including those hereafter born) to” the Decedent’s daughters by her marriage to Charles Roeser, Emily and Ellen. Article Four provides for distributions during the trust’s existence and for distribution of its remaining assets upon termination of the trust. Under Article Four, a deceased grandchild’s beneficial interest passes to his “descendant” or “descendants,” per stirpes. Article Five of the Will, which states that its provisions apply to every trust created by the will, except as otherwise provided in the Will, provides that “ ‘descendants’ and ‘descendant’ as used in this will, designate the lawful issue of a deceased person in the line of descent.” The Decedent’s grandchildren include Emily’s son Earle Whitney Parker, who died in 1998. Earle Whitney Parker was the adoptive parent of Christy Lynn Parker and Robert Clinton Parker.

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Bluebook (online)
131 S.W.3d 524, 2004 WL 221173, Counsel Stack Legal Research, https://law.counselstack.com/opinion/parker-v-parker-texapp-2004.