Querner v. Rindfuss

966 S.W.2d 661, 1998 WL 76003
CourtCourt of Appeals of Texas
DecidedMarch 31, 1998
Docket04-97-00190-CV
StatusPublished
Cited by38 cases

This text of 966 S.W.2d 661 (Querner v. Rindfuss) 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
Querner v. Rindfuss, 966 S.W.2d 661, 1998 WL 76003 (Tex. Ct. App. 1998).

Opinion

OPINION

HARDBERGER, Chief Justice.

This case pits the privilege afforded attorneys in litigation against claims of fraud, breach of fiduciary duty and other assorted acts of wrongdoing. We find that many communications and acts of an attorney are protected by the litigation privilege, but not everything. The privilege is broad, but not absolute. We are sensitive to the need and reasons for an attorney to have a broad litigation privilege defense to enable the attorney to vigorously represent his or her client. However, we reject the argument that public policy requires an absolute privilege for every act or communication of an attorney simply because it is part of the litigation process.

Appellants, Jimmie L. Querner (“Jimmie”) and Thera Querner (“Thera”), appeal a summary judgment granted in favor of appellee, James A. Rindfuss (“Rindfuss”). Jimmie and Thera (collectively referred to as the “Quemers”) raise thirteen points of error contending the trial court erred in granting summary judgment: (1) on their claims of civil conspiracies, fraud, unlawful conversion, unjust enrichment, DTPA, constructive *664 fraud, and breach of fiduciary duties because a material question of fact was presented as to each of these claims; (2) on all claims based on any alleged privilege; (3) on all claims based on any alleged res judicata or collateral estoppel; (4) on all claims based on the absence of standing or authority to sue; and (5) on all claims relating to Rindfuss’s violation of Rule 13 of the Texas Rules of Civil Procedure and section 9.001 of the Texas Civil Practice and Remedies Code. We affirm the trial court’s judgment in part and reverse the trial court’s judgment in part, and we remand the cause for trial.

Factual History

Patti Jean Quemer died on December 17, 1991. Her will designated the Quemers, her children, as her beneficiaries and named Welda Gay Zinn (“Zinn”) as independent executrix. On January 8, 1992, Rindfuss was retained to assist in the probate of the estate. Zinn was qualified to act as independent executrix on January 21,1992.

Each of the Quemers was represented by an independent attorney during the course of the probate proceedings. Conflict between the Quemers appears to have had an adverse effect on the probate proceedings, requiring an inordinate amount of legal work in administering the estate.

During the course of the estate’s administration, various accountings and an application for the sale of certain real estate were filed. Rindfuss signed these documents as the attorney for the estate.

A final accounting was filed on September 15, 1993. On October 1, 1993, the probate court held a hearing to consider objections to the final accounting. Before the hearing commenced, Rindfuss announced that he had been instructed to withdraw the final accounting and request a continuance because Zinn intended to withdraw as independent executrix. Dan Rutherford appeared as independent counsel for Zinn. Rindfuss explained that Zinn had informed him that she intended to file a claim against the estate and resign. Rindfuss informed Zinn that she would need to seek the advice of independent counsel because her assertion of a claim against the estate created a conflict of interest. Rindfuss then stated that the final accounting would actually be an accounting from Zinn to the successor administrator but would need to be amended to include Zinn’s unliquidated claim.

At the conclusion of the hearing, the probate court accepted Zinn’s resignation and appointed Charles Jackson as successor administrator of the estate. The trial court then directed that Zinn file an accounting and set a hearing on that accounting.

The hearing on the final accounting commenced on November 19,1992, and was continued and completed on November 30,1993. Rindfuss responded to the various objections that had been filed by the Quemers and Jackson, with the exception of the objections relating to the health care costs, stating that he would leave that issue to Zinn. On cross-examination, Rindfuss stated that the original cheeks written by Zinn during the course of the estate administration were in his possession once or twice. Rindfuss stated that he never went through each check. Rindfuss further stated that the original cheeks had been made available in the courtroom pursuant to a court order at one time during the probate proceedings.

Rindfuss was asked about the last time he saw the original cheeks. Rindfuss said that he saw the' original checks immediately before the checks were boxed and sent by courier to a copy business on the Friday before the hearing pursuant to the court’s order. Rindfuss said that he assisted Zinn in boxing the checks because she resisted complying with the court’s order based on her concern for her responsibility if any of the original checks were lost. Rindfuss stated that after the checks were returned to Zinn, she called and informed him that the original checks were in disarray and some checks were missing.

Prior to the hearing, the probate court ordered Zinn and Rindfuss to make all the original documents supporting the final accounting available at Rindfuss’s office from November 2, 1993, through November 17, 1993. Rindfuss said that the documents were in Zinn’s office because she needed them available to organize them. Rindfuss *665 stated that he could have had the documents in his office anytime anyone set an appointment during that period.

Rindfuss was also asked about the manner in which Zinn paid the estate’s bills and particularly about the bills from Paragon Healthcare. Rindfuss stated that he did not keep traek of the manner in which Zinn paid the bills because that was her responsibility as the executrix. When an objection was raised regarding the payment for Paragon’s services based on a statement rather than the actual invoices, Rindfuss stated that he became involved to see if the bill could be better documented by the invoice. Rindfuss said that he called Paragon to request the original invoices and subsequently received a call from Zinn stating that she had received all of the necessary invoices. Rindfuss testified that the invoices received by Zinn were never in his office, and he never examined them prior to the hearing.

When questioned regarding Paragon extending the decedent credit in excess of $100,000 before demanding payment, Rind-fuss stated that it seemed odd but that the decedent must have had wonderful credit. When questioned regarding the reason payments would be made to Paragon when a Paragon statement showed a zero balance prior to the decedent’s death, Rindfuss responded that he assumed additional bills came in later since there were numerous nurses that eared for the decedent.

The decedent’s personal attorney, Ron Johnson, also testified at the hearing regarding the reasonableness of Rindfuss’s fees. Johnson testified regarding the antagonism between the Querners and the difficulty in reaching any amicable resolution of issues as a result. Johnson stated that the Querners had taken a $25,000 bankruptcy and made it into the most complex bankruptcy case he had ever seen, resulting in a payment of $70,000 in attorney’s fees to the bankruptcy estate’s attorney.

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Bluebook (online)
966 S.W.2d 661, 1998 WL 76003, Counsel Stack Legal Research, https://law.counselstack.com/opinion/querner-v-rindfuss-texapp-1998.