Trevania Dudley Henderson v. Robert Dwayne Johnson

CourtCourt of Appeals of Tennessee
DecidedFebruary 27, 2025
DocketM2024-00270-COA-R3-CV
StatusPublished

This text of Trevania Dudley Henderson v. Robert Dwayne Johnson (Trevania Dudley Henderson v. Robert Dwayne Johnson) is published on Counsel Stack Legal Research, covering Court of Appeals of Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Trevania Dudley Henderson v. Robert Dwayne Johnson, (Tenn. Ct. App. 2025).

Opinion

02/27/2025 IN THE COURT OF APPEALS OF TENNESSEE AT NASHVILLE February 5, 2025 Session

TREVANIA DUDLEY HENDERSON v. ROBERT DWAYNE JOHNSON ET AL.

Appeal from the Chancery Court for Davidson County No. 23-0065-III I’Ashea L. Myles, Chancellor ___________________________________

No. M2024-00270-COA-R3-CV ___________________________________

This appeal involves a property dispute between the decedent’s husband and the decedent’s only daughter, who is a child born of a prior marriage. The chancery court concluded that the husband had no interest in the property under the decedent’s will, as the property had instead passed directly to the daughter, not the decedent, under the terms of the grandmother’s will. Additionally, the chancery court concluded that any claim by the husband was also barred by an earlier settlement agreement reached by the parties. Under the terms of that settlement agreement, the chancery court also awarded attorney’s fees and costs to the daughter. The husband appeals. We affirm

Tenn. R. App. P. 3 Appeal as of Right; Judgment of the Chancery Court Affirmed

JEFFREY USMAN, J., delivered the opinion of the Court, in which ANDY D. BENNETT and W. NEAL MCBRAYER, JJ., joined.

Grayson Smith Cannon, Nashville, Tennessee, for the appellant, Robert Dwayne Johnson.

Taylor J. Askew & David J. Zeitlin, Nashville, Tennessee, for the appellee, Trevania Dudley Henderson.1

OPINION

I.

At the epicenter of this appeal is an intra-family dispute over a residential property

1 Appellee Rudy Title and Escrow, LLC, did not participate in this appeal. located on Sheppard Place in Nashville, Tennessee. The parties disagree about whether Appellant Robert Dwayne Johnson, the second husband of Jane A. Dudley, is entitled to ten percent of the value of the property by operation of Ms. Dudley’s will. Mr. Johnson insists that he is. Appellee Trevania Dudley Henderson, Ms. Dudley’s daughter from a prior marriage, asserts that he is not. Ms. Henderson brought a declaratory judgment action in Davidson County Chancery Court to resolve the dispute. The Chancery Court agreed with Ms. Henderson that Mr. Johnson has no interest in the property and awarded attorney’s fees and costs to Ms. Henderson. Mr. Johnson asserts error and appeals to this court.

The origins of this case reach decades into the past. Approximately thirty years before Ms. Dudley died, her mother, Ms. William J. Alexander, Sr., died. Ms. Alexander was survived by five children, including Ms. Dudley and Nancy Anderson Landstreet. Item II of Ms. Alexander’s will expressly referenced the property at issue in this case and also Ms. Landstreet. It states:

The home in which I have lived at 4426 Sheppard Place in Nashville since 1939 was conveyed by the sellers to my son, Thomas J. Anderson, as Trustee. My son, Thomas J. Anderson, has removed to the State of North Carolina and for that reason has been succeeded as Trustee, holding legal title to the property at 4426 Sheppard Place, by my son, Charles M. Anderson. All of my children know that I am the owner of the beneficial interest in the property. I therefore direct that Charles M. Anderson as Trustee, or his successor trustee, hold the property in trust for the use and benefit of my daughter, Nancy Anderson Landstreet, during her lifetime with the remainder upon her death to be transferred in equal shares to my children with the issue of a deceased child of mine to take the parent’s share per stirpes.

Mr. Johnson acknowledges that the language of Ms. Alexander’s will on its own does not convey to him any ownership interest in the property. Any claim that he has to the property instead arises from the will of his wife, Ms. Dudley.

Ms. Dudley died in 2017, thereby predeceasing her husband, Mr. Johnson; her daughter, Ms. Henderson; and her sister, Ms. Landstreet, who held a life estate in the property. Mr. Johnson’s ownership claim originates from the language of Article VI of Ms. Dudley’s will, which concerns the residue of Ms. Dudley’s estate. Section One of Article VI expressly mentions Mr. Johnson and Ms. Henderson by name:

If my husband, DWAYNE JOHNSON, shall survive me, my Executor shall determine the total value of my residence and all money, cash, stocks, bonds, mutual funds, accounts, notes, investments, and other intangible personal property including, without limitation, all of my right, title and -2- interest, if any, in the real property located at 4426 Sheppard Place, Nashville, Tennessee 37205. I give, devise, and bequeath one-half of this amount to my said husband in fee. I give, devise, and bequeath all of the rest, residue and remainder of the property which I may own at the time of my death, real, personal, and mixed, tangible and intangible, of whatsoever nature and wheresoever situated, including all property which I may acquire or become entitled to after the execution of this Will, to my daughter, TREVANIA DUDLEY HENDERSON, in fee.

Mr. Johnson’s position is that this section of Ms. Dudley’s will evinces an intention on the part of Ms. Dudley to devise to him one-half of whatever ownership interest in the Sheppard Place property Ms. Dudley owned at her death. He contends that, despite the terms of Ms. Alexander’s will and Ms. Landstreet having outlived Ms. Dudley, Ms. Dudley actually did have a vested 1/5 ownership interest in the Sheppard Place property at the time of her death.

In the immediate aftermath of Ms. Dudley’s death, Mr. Johnson and Ms. Henderson disagreed as to the administration of Ms. Dudley’s will. Hoping to avoid “further protracted litigation and expense,” the parties executed a settlement agreement in 2018. The parties expressly stated that they “mutually desire to enter into this Agreement in full settlement, satisfaction, discharge, and release of claims between the Parties and/or Decedent’s Estate.”

The settlement agreement includes a recital stating “[t]he only assets owned by [Ms. Dudley] at her death were her residence at 8621 McCrory Lane, Nashville, Davidson County, Tennessee (the “Residence”) and [the Deceased’s] tangible personal property located on or about the Residence.” Despite an express reference to the Sheppard Place property in Ms. Dudley’s will (“all of my right, title and interest, if any, in the real property located at 4426 Sheppard Place”) and Mr. Johnson’s later contention that the Sheppard Place property is an asset owned by Ms. Dudley at the time of her death, this property was not included among what purported to be a complete list of Ms. Dudley’s assets at the time of her death.

There are four provisions of the settlement agreement that are particularly relevant to this appeal. One, Mr. Johnson and Ms. Henderson, the parties to the agreement, included a provision in their agreement entitled “Release of Claims.” It states in relevant part,

[T]he Parties release the Estate and each other from any and all Claims. For purposes of this Agreement, the term ‘Claims’ means any and all actions, accounts, covenants, agreements, debts, liabilities, offsets, demands, costs, expenses, obligations, or causes of action of every nature (other than to enforce the obligations contained in this Agreement), whether -3- known or unknown, suspected or unsuspected, arising in contract or in tort, or at law, in equity, or pursuant to administrative rule or regulation, that have or could have been asserted by either party or the Estate at any time.

Two, the parties included a provision that speaks to their mutual understanding and assent to the terms of the agreement, which states:

Full Understanding and Opportunity to Consult Counsel.

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Bluebook (online)
Trevania Dudley Henderson v. Robert Dwayne Johnson, Counsel Stack Legal Research, https://law.counselstack.com/opinion/trevania-dudley-henderson-v-robert-dwayne-johnson-tennctapp-2025.