Court Opinion

ID: 4142112
Source: CourtListenerOpinion
Date Created: 2017-02-18 03:18:18.029089+00
Date Added: 2024-06-11T14:36:08.432996
License: Public Domain

Dismissed; Opinion Filed February 15, 2017.

                                            In The
                               Court of Appeals
                        Fifth District of Texas at Dallas
                                     No. 05-16-00683-CV

     THE MANAGEMENT TRUST OF CLARENCE LAMAR NORSWORTHY, AN
                     INCAPACITATED PERSON

                          On Appeal from the Probate Court No. 2
                                  Dallas County, Texas
                           Trial Court Cause No. PR-16-1331-2

                            MEMORANDUM OPINION
             Before Chief Justice Wright, Justice Lang-Miers, and Justice Stoddart
                                  Opinion by Justice Stoddart
       This appeal from five probate court rulings was filed by Clarence Lamar Norsworthy’s

wife, Jeanette, individually and as guardian of Norsworthy’s person. The rulings appealed are:

(1) the April 12, 2016 order requiring prior court approval for disbursements greater than $2500,

(2) the May 4, 2016 oral denial of motions to stay or vacate the disbursement approval order, (3)

the May 4, 2016 interim order establishing a budget from May 1, 2016 through September 30,

2016, (4) the May 4, 2016 oral denial of motion to compel ex-parte communications, and (5) the

May 20, 2016 order denying motion for recusal. These rulings followed the probate court’s

review of the trustee’s 2008 through 2013 accountings of Norsworthy’s management trust and

the trustee’s petition for approval to enter into an agreement with Norsworthy’s wife to make

regular distributions to her for certain recurring expenses. At our request, Norsworthy’s wife,

the trustee, and the guardian ad litem for Norsworthy’s grandchildren filed letter briefs
addressing our concern that it appeared we lacked jurisdiction over the appeal because no final

judgment has been signed and none of the challenged orders appeared appealable.

       Three general principles are at issue here. First, although appeals may generally be taken

only from final judgments, and only one final judgment may be rendered in any cause, multiple

judgments on discrete issues may be rendered in probate proceedings before the entire probate

proceeding is concluded. TEX. R. CIV. P. 301; De Ayala v. Mackie, 193 S.W.3d 575, 578 (Tex.

2006). Specifically, an order in a probate case is deemed an appealable judgment if it is entered

in a phase of the probate proceeding that a statute has declared final or in which no issues

remain. See De Ayala, 193 S.W.3d at 578. Second, an order denying a motion to recuse may be

reviewed only on appeal from the final judgment. TEX. R. CIV. P. 18a(j)(1)(A). Third, an

appellant may file a notice of appeal before the trial court reduces the appealable order to writing

and signs it, but the appellate court will not proceed until a written signed order has been filed.

See TEX. R. APP. P. 26.1, 27; Fed. Underwriters Exch. v. Bailey, 175 S.W.2d 618, 621 (Tex. Civ.

App.—Dallas 1943, writ ref’d w.o.m.) (judgment becomes appealable when reduced to writing,

signed by judge, and entered in minutes of court) (quoting Loper v. Hosier, 148 S.W.2d 889, 894

(Tex. Civ. App.—Dallas 1941, writ dism’d judgm’t cor.)).

       In their briefs, Norsworthy’s wife and the trustee address only the April 12 th

disbursement approval order and May 4th interim budget order, asserting both are appealable. In

arguing the two orders are appealable, they do not contend a statute controls. Rather, they each

characterize the orders as independent “phases” of the proceedings. Specifically, with regard to

the disbursement order, Norsworthy’s wife and the trustee note the probate court signed the order

on its own motion and without a hearing. Because the order was not sought by any party, they

reason the trial court presumably resolved all issues as to that phase of the proceeding, and the

order is final. The trustee also argues the probate court’s refusal to vacate the order is further

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indication of the order’s finality. With regard to the interim budget order, Norsworthy’s wife

and the trustee argue the order determines the amount allowed for certain expenses for a set

period of time, and nothing indicates the court will revisit the amount set. Additionally, the

trustee argues it “makes no sense” to revisit the set amount after the timeframe the order

encompasses has passed.      The grandchildren’s ad litem responds these two orders are not

appealable because they “set the stage” for further proceedings. He notes that since the interim

budget order was signed, the parties have continued to file pleadings and motions, and the court

has held several hearings, signed an additional order regarding a budget, and set future hearings.

As to the May 4th denial of the motions to stay or vacate the disbursement approval order and the

May 4th denial of the motion to compel ex-parte communications, the ad litem argues that

because they have not been reduced to writing, they are not appealable. As to the order denying

recusal, he argues it is not appealable because no final judgment has been entered.

       We agree with the ad litem that none of the orders are appealable. Because the ruling on

the motions to stay or vacate and motion to compel have not been reduced to writing, we

conclude they are not ripe for review. See TEX. R. APP. P. 26.1; Ganesan v. Reeves, 236 S.W.3d
816, 817 (Tex. App.—Waco 2007, pet. denied) (appellate court not required to hold appeal open

until appealable judgment or order is signed). As to the disbursement and interim budget orders,

we conclude Norsworthy’s wife and the trustee’s view of those orders as independent “phases” is

too narrow. From the record before us, the overall issue appears to be the management of the

trust, and while those orders stem from that issue, they do not finally decide the issue. See De

Ayala, 193 S.W.3d 578. Finally, as to the order denying the recusal motion, because none of the

other challenged orders are appealable, it also is not appealable.         See TEX. R. CIV. P.

18a(j)(1)(A); In re Guardianship of Hart, 460 S.W.3d 742, 743 (Tex. App.—Fort Worth 2015,

                                               –3–
no pet.) (per curiam) (order denying recusal motion not appealable because no final order entered

in guardianship case).

       Because none of the challenged orders are appealable, we dismiss the appeal. See TEX.

R. APP. P. 42.3(a).

                                                    /Craig Stoddart/
                                                    CRAIG STODDART
                                                    JUSTICE

160683F.P05

                                              –4–
                              Court of Appeals
                       Fifth District of Texas at Dallas
                                      JUDGMENT

THE MANAGEMENT TRUST OF                             On Appeal from the Probate Court No. 2,
CLARENCE LAMAR NORSORTHY, AN                        Dallas County, Texas
INCAPACITATED PERSON,                               Trial Court Cause No. PR-16-1331-2.
No. 05-16-00683-CV                                  Opinion delivered by Justice Stoddart. Chief
                                                    Justice Wright and Justice Lang-Miers
                                                    participating.

       In accordance with this Court’s opinion of this date, we DISMISS the appeal.

       We ORDER appellee Turtle Creek Trust Company, LTA recover its costs, if any, of this
appeal from appellant Jeanette Norsworthy.

Judgment entered this 15th day of February, 2017.

                                             –5–