Court Opinion

ID: 2959355
Source: CourtListenerOpinion
Date Created: 2015-09-17 03:56:24.262869+00
Date Added: 2024-06-11T15:01:36.678551
License: Public Domain

TEXAS COURT OF APPEALS, THIRD DISTRICT, AT AUSTIN

                                   ON REHEARING

                                  NO. 03-14-00511-CV

                               Mary Blanchard, Appellant

                                           v.

       Grace McNeill, in her Capacity as Successor Trustee and Beneficiary of the
 Dixie Lee Hudlow Living Trust; Harold McNeill as Beneficiary of the Dixie Lee Hudlow
            Living Trust; and the Dixie Lee Hudlow Living Trust, Appellees

                  FROM PROBATE COURT NO. 1 OF TRAVIS COUNTY
        NO. C-1-PB-13-001179, HONORABLE GUY S. HERMAN, JUDGE PRESIDING

                                  NO. 03-15-00048-CV

                                 In re Mary Blanchard

                   ORIGINAL PROCEEDING FROM TRAVIS COUNTY

                         MEMORANDUM OPINION

              We withdraw the opinion and judgment dated January 23, 2015, and substitute

the following opinion and judgment in their place. We deny Blanchard’s motion for en banc

reconsideration.
               The appellees have moved to dismiss this appeal. For the following reasons, we

grant the motion and dismiss the appeal, dismiss appellant’s motion to stay as moot, and deny

appellant’s alternative petition for writ of mandamus.

               Appellant Mary Blanchard seeks review of the Travis County Probate Court’s order

transferring a suit to itself. Blanchard filed suit in Harris County District Court against the same

parties who are appellees in this case to contest the disposition of property through the Dixie Lee

Hudlow Living Trust and to impose a constructive trust against Dixie Lee Hudlow’s property based

on Blanchard’s allegation that the property was promised to her by Dixie Lee Hudlow in exchange

for lifetime care of Dixie Lee Hudlow. Blanchard’s suit in Harris County was filed after Hudlow

died and after her will had been probated in Travis County Probate Court Number One, but while

the probate proceeding was still pending.

               When the Probate Court probated the will, it appointed Grace McNeill as independent

executor of Hudlow’s estate. McNeill, as executor, filed in the Probate Court a motion to transfer

the Harris County suit to the Probate Court and to consolidate the Harris County suit with a pending

declaratory judgment action filed by McNeill in the Probate Court to declare the validity of the

Living Trust and its Third Amendment. See Tex. Est. Code § 34.001 (allowing statutory probate

court judge to “transfer to the judge’s court from a district, county, or statutory court a cause of

action related to a probate proceeding pending in the statutory probate court” and to “consolidate

the transferred cause of action” with other pending related proceedings). The Probate Court granted

the motion, and this appeal followed.

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               The appellees assert that the Probate Court’s transfer order is a non-appealable

interlocutory order, and therefore, this Court lacks jurisdiction to consider Blanchard’s appeal. In

response, Blanchard filed a motion for temporary stay of the transfer order and all proceedings in the

Probate Court pending the resolution of her appeal, responded to appellees’ arguments for dismissal,

and in the alternative, requested that we treat her appeal as a mandamus.

               Unless a statute authorizes an interlocutory appeal, the jurisdiction of this Court

is limited to the review of final judgments. See Tex. Civ. Prac. & Rem. Code §§ 51.012, .014;

Lehmann v. Har-Con Corp., 39 S.W.3d 191, 195 (Tex. 2001). Probate proceedings are an exception

to this rule because “‘multiple judgments final for purposes of appeal can be rendered on certain

discrete issues.’” De Ayala v. Mackie, 193 S.W.3d 575, 578 (Tex. 2006) (quoting Lehmann, 39
S.W.3d at 192). But not every interlocutory order in a probate case is appealable. The Texas

Supreme Court has adopted a test for determining whether an order in a probate proceeding is

interlocutory or final and appealable:

       If there is an express statute, such as the one for the complete heirship judgment,
       declaring the phase of the probate proceedings to be final and appealable, that statute
       controls. Otherwise, if there is a proceeding of which the order in question may
       logically be considered a part, but one or more pleadings also part of that proceeding
       raise issues or parties not disposed of, then the probate order is interlocutory.

Crowson v. Wakeham, 897 S.W.2d 779, 783 (Tex. 1995). Courts that have considered whether

orders granting or denying a transfer of a case to probate court are final and appealable

have determined that they are not. See, e.g., State v. Fernandez, 159 S.W.3d 678, 682 (Tex.

App.—Corpus Christi 2004, no pet.); Forlano v. Joyner, 906 S.W.2d 118, 120 (Tex. App.—Houston

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[1st Dist.] 1995, no writ). No express statute declares a decision to grant or deny a transfer of a case

to probate court to be final and appealable. Forlano, 906 S.W.2d at 120. In this case, the transfer

order did not dispose of any parties or issues in any particular phase of the proceedings. See id.

Instead, the order only changes the venue in which the issues raised in Blanchard’s Harris County

suit will be decided. See In re Guardianship of Murphy, 1 S.W.3d 171, 172 (Tex. App.—Fort Worth

1999, no pet.). Under Crowson, a transfer order standing alone can never be appealable because the

order does not resolve a severable claim. See Forlano, 906 S.W.2d at 120.

                We conclude that the transfer order is not final and appealable. Accordingly, we grant

appellees’ motion and dismiss the appeal for want of jurisdiction, and we dismiss Blanchard’s

motion for temporary stay of the transfer order and the probate proceedings as moot. See Tex. R.

App. P. 42.3.

                Because we conclude that we lack jurisdiction to consider the transfer order on direct

appeal, we will consider Blanchard’s alternative petition for writ of mandamus. See CMH Homes

v. Perez, 340 S.W.3d 444, 452 (Tex. 2011) (holding that party invoked appellate court’s original

jurisdiction by specifically requesting that its appeal be treated as mandamus petition). Having

reviewed Blanchard’s filings, McNeill’s response, and the record provided, we conclude that the

trial court did not abuse its discretion by transferring the Harris County suit to the statutory probate

court under the authority of Estates Code Section 34.001.1 See Tex. Estates Code §§ 31.002(c)(1)

(defining “matter related to a probate proceeding” as including “the interpretation and administration

       1
         Travis County Probate Court No. 1 is a statutory probate court. See Tex. Gov’t Code
§ 25.2291(c).

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of an inter vivos trust created by a decedent whose will has been admitted to probate in the court”),

34.001 (providing statutory probate court with discretionary authority to transfer from another

court “a cause of action related to a probate proceeding pending in the statutory probate court”).

Therefore, we deny Blanchard’s petition for mandamus relief. See Tex. R. App. P. 52.8(a).

                                              __________________________________________

                                              David Puryear, Justice

Before Justices Puryear, Pemberton, and Field

No. 03-14-00511-CV Dismissed for Want of Jurisdiction on Rehearing

No. 03-15-00048-CV Denied on Rehearing

Filed: April 1, 2015

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