Sonja A. Campbell v. Craig Goeckeritz and Rachel Goeckeritz

CourtCourt of Appeals of Texas
DecidedDecember 11, 2024
Docket04-23-01091-CV
StatusPublished

This text of Sonja A. Campbell v. Craig Goeckeritz and Rachel Goeckeritz (Sonja A. Campbell v. Craig Goeckeritz and Rachel Goeckeritz) 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
Sonja A. Campbell v. Craig Goeckeritz and Rachel Goeckeritz, (Tex. Ct. App. 2024).

Opinion

Fourth Court of Appeals San Antonio, Texas MEMORANDUM OPINION

No. 04-23-01091-CV

Sonja A. CAMPBELL, Appellant

v.

Craig GOECKERITZ and Rachel Goeckeritz, Appellees

From the Probate Court No. 2, Bexar County, Texas Trial Court No. 2015PC1378 Judge Sandee Bryan Marion, Judge Presiding

Opinion by: Lori I. Valenzuela, Justice

Sitting: Irene Rios, Justice Beth Watkins, Justice Lori I. Valenzuela, Justice

Delivered and Filed: December 11, 2024

AFFIRMED

In this appeal, appellant Sonja Campbell (“Sonja”) complains about the trial court’s order

granting appellees Craig Goeckeritz and Rachel Goeckeritz’s motion to dismiss and for sanctions.

On appeal, Sonja argues the trial court’s order amounts to an abuse of discretion. We affirm.

BACKGROUND

Dennis Campbell (“Dennis”) died in 2015, leaving his estate to his four children: Sonja,

Carol Campbell, James Campbell, and David Campbell (“David”). Per Dennis’s will, the trial court 04-23-01091-CV

appointed David as the independent executor of Dennis’s estate. Dennis’s estate included certain

real property (the “Property”). Sonja resided on the Property.

On April 10, 2019, Sonja filed a pro se petition seeking to remove David as independent

executor and to recover damages due to David’s alleged mishandling of Dennis’s estate. Sonja’s

petition alleged, among other things: that David had mismanaged Dennis’s estate; a verbal lease

existed between her and “both parties’ mother”; she had purchased materials to build an apartment

on the Property; she was being forced to sell the materials; and that David had filed a retaliatory

eviction suit against her seeking to remove her from the Property. In one cause of action, Sonja

alleged David had breached his fiduciary duties as the estate’s independent executor. David filed

a pro se answer in which he averred Sonja had a history of hostility and attached a judgment of

eviction from the Property levied against Sonja.

The following month, on May 8, 2019, Sonja filed a pro se original petition seeking to

partition the Property (the “Partition suit”). Sonja claimed that although she and her siblings held

“an equal shared interest in the Property,” she had lived on the Property “since April 2012”; she

“bore the burden” for the “cost and labor and upkeep of the [Property]”; the “sentimental value for

the [Property]” purchased by Dennis for the siblings “rest[s] solely with” her; the Property was

gifted to her by Dennis; and the siblings were going to sell the Property below what she perceived

to be the market value. On September 3, 2020, the trial court, on its own motion, removed David

as independent executor because he failed to file an accounting of Dennis’s estate.

On March 25, 2022, Sonja, pro se, filed “Plaintiff’s Original Petition for Declaratory

Judgment” (the “Declaratory Judgment suit”). In addition to generally reasserting her allegations

against David and her other siblings, Sonja alleged the Goeckeritzes were liable to her as third

parties because they purchased the Property from the estate while her Partition suit was ongoing.

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Despite the estate selling the Property to the Goeckeritzes, Sonja alleged she was still entitled to a

partition of the Property. Sonja prayed the trial court render an order voiding the sale of the

Property to the Goeckeritzes and issue a declaratory judgment that she has the right to partition the

Property. Although Sonja opined that her requested relief would make it so a “Trespass to Title

action” would no longer be necessary, she did not plead any such claim.

On May 5, 2022, the Goeckeritzes filed a motion to dismiss under Texas Rule of Civil

Procedure 91a asserting Sonja’s Declaratory Judgment suit had no basis in law or fact. See TEX.

R. CIV. P. 91a. After Sonja filed a response, on June 14, 2022, the trial court granted the

Goeckeritzes’ motion, dismissed Sonja’s Declaratory Judgment suit against the Goeckeritzes, and

awarded the Goeckeritzes costs and attorney’s fees.

After the trial court signed the Rule 91a dismissal order, on May 24, 2023, Sonja, pro se,

filed an “Original Verified Petition to Trespass to Try Title to Real Property; Additionally, and in

the Alternative, Petitions to Quiet Title” (the “Title suit”). The Goeckeritzes were named

defendants. Relevant to this appeal, the substance of Sonja’s Title suit mirrors the arguments and

claims she asserted in her Declaratory Judgment suit. That is, Sonja alleged the estate’s sale of the

Property to the Goeckeritzes was void and that the trial court should order a partition of her interest

in the Property. Sonja pled two causes of action against the Goeckeritzes, one for trespass to try

title and the second to quiet title. In addition to filing her Title suit, Sonja also filed a notice of lis

pendens on the Property.

On September 1, 2023, the Goeckeritzes filed a motion to dismiss and for sanctions. The

Goeckeritzes’ motion alleged the Title suit, like the Declaratory Judgment suit, failed “to state a

cause of action or a factual allegation that would support one.” The Goeckeritzes also moved to

-3- 04-23-01091-CV

expunge the lis pendens that Sonja had placed on the Property and represented that they were

preparing the Property for sale.

The Goeckeritzes moved to dismiss the Title suit and sought sanctions under Texas Rule

of Civil Procedure 13 and Chapter 10 of the Texas Civil Practices & Remedies Code. See TEX. R.

CIV. P. 13; TEX. CIV. PRAC. & REM. CODE § 10.001, et seq. Specifically, the Goeckeritzes alleged

Sonja’s Title suit was groundless, harassing, and filed in bad faith and for an improper purpose

because it was based on the same grounds, facts, and legal arguments alleged and adjudicated in

the Declaratory Judgment suit. The Goeckeritzes claimed dismissal of the Title suit with prejudice

was appropriate because the trial court had “already used a lesser sanction to attempt to secure

compliance with the rules of procedure by previously entering the [R]ule 91a order of dismissal.

Not to mention, a final judgment dated May 3, 2019 was rendered against [Sonja], in another

proceeding, evicting her from the [Property].” The Goeckeritzes prayed the trial court dismiss

Sonja’s Title suit with prejudice and enter an order requiring Sonja to refrain from filing any other

claims against the Goeckeritzes, pay a penalty to the trial court, and award the Goeckeritzes

reasonable costs and attorney’s fees.

Sonja filed a response arguing nothing in the Rule 91a dismissal order precluded her from

filing the Title suit and that she had no notice that the Rule 91a dismissal order could be considered

by the trial court when determining the Goeckeritzes’ motion to dismiss and for sanctions in the

Title suit. Sonja additionally contended the relief in the two lawsuits was not the same because the

aim of the Declaratory Judgment suit “was a declaration on status, legal relationship and rights of

the Goeckeritz[es] as bona-fide purchasers” and the Title suit “requested [] possession of the

[P]roperty [Dennis] left her by declaring the Goeckeritz[es’] deed is void and conveyed no title

and a deed issued in her name as owner.”

-4- 04-23-01091-CV

On October 26, 2023, the trial court held a hearing on the Goeckeritzes’ motion to dismiss

and for sanctions. After hearing arguments from the parties and reviewing the Goeckeritzes’

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