Tarris Woods v. Sandra T. Kenner and Charles E. Twymon, Jr.

501 S.W.3d 185, 2016 Tex. App. LEXIS 8411
Court of Appeals of Texas·Decided August 4, 2016·No. NO. 01-14-01029-CV, NO. 01-14-01030-CV·Published·Cited by 36 cases

Opinion

OPINION

Terry Jennings, Justice

Appellant, Tarris Woods, challenges the probate court’s orders admitting a copy of a lost will and granting a petition for bill of review 1 brought by appellees, Sandra T. Kenner and Charles E. Twymon, Jr. (“Charles Jr.”), to set aside a prior judgment declaring heirs and order appointing administrators for the estate of the decedent, Charles Twymon, Sr. In regard to the order granting the bill of review, Woods, in four issues, contends that the trial court erred in denying his special exceptions, granting the petition for bill of review, and removing the previously appointed administrators. 2 In regard to the order admitting the copy of the lost will, Woods, in four issues, contends that the evidence is insufficient to support the probate court’s finding that the decedent did not revoke his will and the probate court erred, in adjudicating the merits as to Charles Jr. and ruling that Kenner is not a party to the prior proceeding to declare heirs. 3

We affirm.

Background

The decedent died on July 7, 2012 and is survived by his two children, Charles Jr. and Robin Twymon, and his two stepchildren, Kenner and Leon Toussant. Because Charles Jr. and Robin could not locate the decedent’s will after he died, they filed an application for a determination of heirs and for appointment as co-administrators of his estate. The probate court appointed an ad litem to represent any unknown heirs and, on September 10, 2012, signed a “Judgment Declaring Heir-ship,” finding that the decedent had died intestate and declaring Charles Jr. and Robin to be the sole heirs. The probate court also signed an “Order Granting Letters of Administration,” appointing Charles Jr. and Robin as independent co-administrators of the decedent’s estate and authorizing the issuance of letters of administration. After the probate court closed the estate, Charles Jr. and Robin signed a deed transferring certain real property that they had inherited from the estate to Woods. 4

*189 Subsequently, a copy of a 1999 will of the decedent was located. In his will, the decedent devised all of his property to all four of his children and step-children “to share equally.” On May 12, 2014, Charles Jr. and Kenner filed an application in the probate court to admit the will “as a Mu-niment of [t]itle.” 5 And, on July 30, 2014, they filed a petition for a bill of review, seeking to set aside the probate court’s previous “Judgment Declaring Heirship.”

Woods filed special exceptions to Charles Jr. and Kenner’s petition, arguing that they, in support of the petition, had erroneously relied on Texas Estates Code section 55.251 because the issues in then-petition are governed by former Probate Code section 31. 6 Woods also argued that they were “not entitled to relief as currently pled” because they “were all represented” in the prior heirship proceeding and failed to “show any error [in] the September 10, 2012 Judgment Declaring Heir-ship” or “any extrinsic .fraud.”

At a hearing on Charles Jr. and Ken-ner’s application and petition, and Woods’s special exceptions, Penny Pope testified that the decedent, prior to his death, was her client, and she “prepared”. a will for him in 1999. She identified a copy of the will referenced in court as the will that she had prepared for the decedent. Pope further testified that in 2008, Hurricane Ike caused “six feet of water” to enter the decedent’s house and destroy its contents. Although the decedent had, in 2011, mentioned to her that he was “thinking about redoing his will,” he never did. After the decedent’s death, Pope learned that attorney Billy Williams had filed the previous heirship proceeding on behalf of Charles Jr. and Robin. Once Pope located her copy of the decedent’s will, she gave it to Williams.

Kenner testified that in 2008, when she and the decedent returned to his house after Hurricane Ike, she saw water “up to the ceiling fan” inside the house. She explained that the house was “gutted ... out” for “about two weeks” for repairs and all of the household contents, including “all the paperwork,” was “saturated” and “thrown away.” Kenner noted that although she and the decedent had talked about his will, they had not discussed whether it had been destroyed. After she received a copy of the decedent’s will from Williams, she and Charles Jr. filed the instant action.

Dale Minix testified that he had known the decedent for over twenty years prior to his death and, from 2008 to 2012, was “his primary caregiver.” The decedent had never indicated to him that he had lost his will or planned to execute a new will. And Minix noted that he would have known if the decedent had executed a new will. Minix explained that after the probate court had closed the decedent’s estate, Charles Jr. and Robin sold him one of the houses and a “couple of cars” from the estate. And they signed a deed transferring property to him and to Woods.

*190 The probate court admitted into evidence the portion of Charles Jr.’s testimony from the September 10, 2012 hearing in which he stated that Pope was the decedent’s attorney and had prepared his will; the decedent’s will “got washed away in [Hurricane] Ike”; and, after the decedent’s death, Pope told him that she did not have a copy of the decedent’s will; however, she later “found a copy of the will.”

During the hearing, the probate court orally denied Woods’s special exceptions as untimely filed. Then, on November 7, 2014, it signed an “Order Granting Application to Correct Error,” granting Charles Jr. and Kenner a bill of review and vacating its September 10, 2012 “Judgment Declaring Heirship” and “Order Granting Letters of Administration.” The probate court also signed an “Order Probating Last Will and Testament as a Muniment of Title,” admitting the copy of the decedent’s 1999 will to probate “as a Muniment of Title only.” It further directed:

this Order shall constitute sufficient legal authority to all persons owing money, having custody of any property, or acting as registrar or transfer agent of any evidence of interest, indebtedness, property, or right belonging to the Estate [the decedent], and to persons purchasing from or otherwise dealing with the Estate of [the decedent], for payment or transfer to the person described in said Will as entitled to receive the particular asset without administration; and further, that the persons entitled to receive a particular asset be further entitled to deal with and treat the properties to which they are entitled in the same manner as if the record title thereto were vested in their name.

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Tarris Woods v. Sandra T. Kenner and Charles E. Twymon, Jr., 501 S.W.3d 185, 2016 Tex. App. LEXIS 8411 (Tex. Ct. App. 2016).

501 S.W.3d 185 (Tarris Woods v. Sandra T. Kenner and Charles E. Twymon, Jr.) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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