Daisy Wanda Garcia v. Thomas Lee Baumgarten

ACCEPTED 03-14-00267-CV 4890613 THIRD COURT OF APPEALS AUSTIN, TEXAS 4/14/2015 9:03:23 PM JEFFREY D. KYLE CLERK No. 03-14-00267-CV FILED IN In the Third Court of Appeals 3rd COURT OF APPEALS AUSTIN, TEXAS 4/14/2015 9:03:23 PM Austin, Texas JEFFREY D. KYLE Clerk DAISY WANDA GARCIA, APPELLANT v. THOMAS LEE BAUMGARTEN, APPELLEE APPEAL FROM CAUSE NO. D-1-GN-12-002429 201ST DISTRICT COURT OF TRAVIS COUNTY, TEXAS HON. CHARLES RAMSEY PRESIDING APPELLANT’S EMERGENCY MOTION TO ABATE John L. Foster Stephen Casey Texas Bar No. 07289000 Texas Bar No. 24065015 FOSTER RAMSEY CASEY LAW OFFICE, P.C. 812 San Antonio Street 595 Round Rock West Drive Suite 400 Suite 102 Austin, Texas 78701 Round Rock, Texas 78681 512-476-4473 Telephone: 512-257-1324 512-474-1606 (Fax) Fax: 512-853-4098 jfoster@fosterramsey.com info@caseylawoffice.us Lead Counsel Counsel for Appellant Daisy Wanda Garcia Grounds 1. The primary issue in dispute of this case is a breach of property agreement between the parties. 2. During the pendency of this case, Appellee died, and a suggestion of death was filed. 3. The probate case for Appellee’s estate is Cause No. 435704, Estate of Thomas L. Baumgarten, Deceased. See Exh. 1. 4. In that case, the attached will, Exhibit 2, does not name the Exposition house, the subject of the breach of contract in this suit. 5. The Exposition house per the attached will is part of the residue of the estate. 6. A current will contest exists in Harris County Probate Court. This will contest was filed by Appellant, who had an informal marriage to Appellee since 1969. See Exhbit 3 (will contest). 7. The effect of this case could be made wholly moot at best by a determination of the will contest. 8. The will contest is based upon the 40 year informal marriage between Appellant and Appellee. The parties lived together in an informal marriage for 13 years, after which Appellant remained in the community property house, the subject of this breach of property agreement. 9. There are several possible outcomes to this will contest. a. The probate court in Harris County has jurisdiction to determine whether Appellant and Appellee had an informal marriage as it has statutory jurisdiction (pendent and ancillary jurisdiction) under Texas Estates Code § 32.001(b). See TEX. EST. CODE § 32.001(b). b. First, the probate court could determine that the informal marriage did exist. In that instance, the court could further find that the house, based on the agreement, was (1) separate property, or (2) community property. c. Should the probate court determine the parties had an informal Page 2 of 4 marriage, and find that this house was separate property, the Appellant would be entitled to one-half the land and all of the personalty because the parties had no children together and the Appellee had no surviving children. See TEX. EST. CODE § 201.002(c)(3). d. Should the probate court determine the parties had a formal marriage, and find that this house was community property, the Appellant would be entitled to all of the land because the parties had no children together and the Appellee had no surviving children. See TEX. EST. CODE § 201.003(b), (c). e. Second, if the probate court determines that there was no informal marriage, the Court should then lift the proposed stay on the appeal. 10. This factual posture presents a unique situation not readily apparent from case law discussing the intersection of probate cases, family law cases, and property suits in district court. Generally, the question is framed as one of dominant jurisdiction and the district court property suit, if filed first, should have dominant jurisdiction. See In re Puig, 351 S.W.3d 301, 306 (Tex. 2011). In Puig, however, the parties had already been divorced prior to one party’s death. Id. at 303. Here, there is a question as to the status of the marriage. 11. This marriage status question, while intertwined with the property question, is not the same issue, but a separate issue, the determination of which will necessarily guide this Court, and the determination of which should be made prior to this Court’s decision. If the probate court finds an informal marriage, and finds the house is community property, then this case would be mooted. If the marriage is informal and the house is separate property, then the case could be mooted or remanded depending on whether this property falls into the percentage of the estate awarded the spouse of the informal marriage. If the probate court rejects the challenge, this case should then proceed. Either way, this case should be abated until that election challenge is complete. 12. Abatement serves judicial efficiency and economy, as identified in Texas Estates Code 32.001(b), as this case has been set for oral argument on June 3, 2015, by designation this month. A delay in deciding the abatement would cost the parties time in preparation for oral argument that may be mooted. Abatement may very well save the parties time and expense at the appellate level that would result in a mooted decision on the underlying property, given the potential probate outcomes. Page 3 of 4 Prayer Appellant prays this Court grant this Motion to Abate. /s/ Stephen Casey John L. Foster Texas Bar No. 07289000 FOSTER RAMSEY 812 San Antonio Street Suite 400 Austin, Texas 78701 512-476-4473 512-474-1606 (Fax) jfoster@fosterramsey.com Stephen Casey Texas Bar No. 24065015 CASEY LAW OFFICE, P.C. 595 Round Rock West Drive Suite 102 Round Rock, Texas 78681 Telephone: 512-257-1324 Fax: 512-853-4098 stephen@caseylawoffice.us CERTIFICATE OF CONFERENCE I hereby certify that on April 14, 2015, I conferenced with opposing counsel who is opposed to this motion. /s/ Stephen Casey CERTIFICATE OF SERVICE I hereby certify that a true and correct copy of the foregoing motion was served upon counsel for Appellee on Tuesday, April 14, 2015, via electronic transmission: Nicholas Laurent, Counsel for Appellee nlaurent@mcginnislaw.com /s/ Stephen Casey Page 4 of 4 EXHIBIT 1 EXHIBIT 2 EXHIBIT 3