ACCEPTED
01-15-00567-CV
FIRST COURT OF APPEALS
HOUSTON, TEXAS
12/14/2015 12:29:57 PM
CHRISTOPHER PRINE
CLERK
No. 01-15-00567-CV
FILED IN
1st COURT OF APPEALS
IN THE COURT OF APPEALS FOR THE FIRST DISTRICT
HOUSTON, TEXAS
HOUSTON, TEXAS 12/14/2015 12:29:57 PM
CHRISTOPHER A. PRINE
Clerk
MACKEY GLEN PETERSON, TONYA PETERSON, DON LESLIE
PETERSON AND LONNY PETERSON, APPELLANTS
v.
SILVERADO SENIOR LIVING, INC., D/B/A SILVERADO SENIOR
LIVING SUGAR LAND, APPELLEE
Appendix Tab 1 - 7
P. Alan Sanders
Tx. State Bar No: 17602100
Joshua Davis
Tx. State Bar No. 24031993
Lewis Brisbois Bisgaard & Smith, LLP
Weslayan Tower, Suite 1400
24 Greenway Plaza
Houston, Texas, 77046
(713) 659-6767
(713) 759-6830 – Fax
Alan.Sanders@LewisBrisbois.com
Josh.Davis@LewisBrisbois.com
TAB 1
INDEX TO SILVERADO’S APPENDIX, AND MATERIAL EVENT CHRONOLOGY
Appx. Appx. Item Type Clerk’s
Date Item Description Court1
Tab # Page ## Of Activity Record #2
0001-
1 N/A Index Index to Silverado’s Appendix, and Material Event Chronology 1st COA N/A
0010
0011-
2 N/A Chart Listing of Plaintiffs, Defendants and Counts Across Plaintiffs’ Petitions 1st COA N/A
0011
0012- Listing of all Orders Appealed in 1st COA 567 and 586, cross referenced
3 N/A Chart 1st COA N/A
0013 to Plaintiffs’ notices of appeal
0014- Compilation copies of all Orders Appealed in 1st COA 567 and 586, and
4 Misc. Orders 1st COA Misc.
0063 related items, as listed in Chart at Appx. Tab 3
0064- Application for Guardianship of Ruby S. Peterson, filed by Don and
5 12/11/13 Filed Probate 586:14
0076 Mack and naming as Respondents, Manley and David
0077-
6 02/25/14 Signed Order appointing Russ Jones as AAL for Ruby S. Peterson Probate 586:108
0077
0078-
7 03/27/14 Hearing Motion for Medical Examination and for Costs Probate RR Vol. 2
0080
0081-
8 03/28/14 Filed Original Answer by Russ Jones as AAL for Ruby S. Peterson Probate 586:191
0082
0083-
9 03/27/14 Signed Order appointing Jilly Young as GAL for Ruby S. Peterson Probate 586:195
0083
0084-
10 04/07/14 Filed Original Answer by Jill Young as GAL for Ruby S. Peterson Probate 586:196
0086
1
“District” refers to proceedings in the State District Court. “Probate” refers to proceedings in the Statutory Probate Court. “1st
COA” means the First District Court of Appeals.
2
The additional identifying numerical strings, e.g., 01-15-xxxx-cv, are omitted for brevity of reference in this Chart. For example,
567:15 refers to Clerk’s Record, page 15, in 1st COA Case Number 01-15-00567-CV. Hearing dates reflect the dates shown in the
Reporter’s Master Chronological Index in the Reporter’s Record. “RR” refers to the designated Volume and Pages of the Reporter’s
Record. In this column, only the first page of the Clerk’s Record is noted. RR Vol. 1 is the Reporter’s Master Index.
Silverado Appx. 0001
Appx. Appx. Item Type Clerk’s
Date Item Description Court
Tab # Page ## Of Activity Record #
0087-
11 07/17/14 Filed Plaintiffs’ Original Petition (excerpts) District 567:23
0088
Defendants, Manley and David, Original Answer to Plaintiffs’ Petition for
0089-
12 07/18/14 Filed Temporary and Permanent Guardianship and for other relief, and their Probate 586:260
0098
Cross Claim and Motion for Sanctions
0099-
13 07/21/14 Filed Motion to Transfer District Court Lawsuit to Probate Court Probate 586:299
0104
0105-
14 07/23/14 Filed Plaintiffs’ [First] Amended Petition and Jury Demand (excerpts) District 567:532
0105
0106- Defendants’ Manley and David Motion to Transfer from State District
15 07/24/14 Hearing Probate RR Vol. 3
0108 Court to Statutory Probate Court
0109-
16 07/24/14 Filed Plaintiffs’ Second Amended Petition and Jury Demand (excerpts) District 567:593
0109
0110-
17 07/25/14 Signed Order of Transfer from State District Court to Probate Court Probate 586:563
0112
0113-
18 07/25/14 Filed Notice of Nonsuit of Application for Guardianship Probate 586:558
0115
0116- Silverado’s Plea to the Jurisdiction, Original Answer to Plaintiffs’ Second
19 07/28/14 Filed Probate 586:813
0120 Amended Petition, and Request for Disclosure
0121-
20 07/28/14 Filed Plaintiffs’ Notice of Nonsuit Without Prejudice of all Federal Claims Probate 586:567
0122
Silverado Appx. 0002
Appx. Appx. Item Type Clerk’s
Date Item Description Court
Tab # Page ## Of Activity Record #
0123-
21 07/28/14 Hearing Hearing Day 1, Request for Temporary Injunction Probate RR Vol. 4
0126
0127-
22 07/29/14 Hearing Hearing Day 2, Request for Temporary Injunction Probate RR Vol. 5
0131
0132-
23 07/30/14 Hearing Hearing Day 3, Request for Temporary Injunction Probate RR Vol. 6
0136
0137- Motion to Transfer from District Court to Probate Court Pursuant to
24 08/04/14 Filed District 567:1052
0140 Probate Court Order
0141- Plaintiffs’ Third Amended Petition and Contest to Guardianship
25 08/07/14 Filed Probate 586:1309
0142 Application
0143-
26 08/08/14 Hearing Motions regarding Psychiatric Examination, to Compel and for Sanctions Probate RR Vol. 7
0145
0146-
27 08/11/14 Hearing Hearing Day 4, Request for Temporary Injunction Probate RR Vol. 8
0150
0151- Hearing Day 5, Request for Temporary Injunction
28 08/12/14 Hearing Probate RR Vol. 9
0156 [RR Vol. 9-A, Plaintiffs’ Exhibits; Vol. 9-B, Defendants’ Exhibits]
Order denying Plaintiffs’ application for Temporary Injunction. The
0157-
29 08/14/14 Signed December 18, 2013 Rule 11 Agreement remains a binding Rule 11 Probate 586:1650
0158
Agreement. Trial set for November 17, 2014.
0159-
30 08/19/14 Signed Order Transferring District Court Lawsuit to Probate Court District 567:15
0161
Silverado Appx. 0003
Appx. Appx. Item Type Clerk’s
Date Item Description Court
Tab # Page ## Of Activity Record #
0162-
31 09/25/14 Filed Silverado’s Rule 91a Motion to Dismiss Probate 586:2997
0170
0171- Silverado’s First Amended Plea to the Jurisdiction and First Amended
32 09/25/14 Filed Probate 586:3006
0176 Answer
0177-
33 10/02/14 Filed First Amended Answer of AAL Probate 586:3122
0183
0184- Plaintiffs’ Notice of Nonsuit of defendants, Tana McMillan, Linda
34 10/06/14 Filed Probate 586:3211
0186 Lavinson, Dr. Rebecca Clearman and Dr. Chris Merkl
0187- Plaintiffs’ Fourth Amended Petition and Contest to Guardianship
35 10/06/14 Filed Probate 586:3214
0197 Application
0198-
36 10/09/14 Hearing Motion for Security for Costs and for Sanctions Probate RR Vol. 10
0201
0202- AAL’s and GAL’s Motion to Dismiss Due to Plaintiffs’ Lack of Standing
37 10/17/14 Filed Probate 586:3320
0210 and Lack of Subject Matter Jurisdiction
0211-
38 10/27/14 Filed Plaintiffs’ Opposition to Silverado’s Rule 91a Motion to Dismiss Probate 586:3347
0219
0220- Plaintiffs’ Opposition to AAL’s and GAL’s Motion to Dismiss Due to
39 10/27/14 Filed Probate 586:3359
0229 Plaintiffs’ Lack of Standing
0230- Mediation conducted, resulting in Mediation Settlement Agreement; copy
40 10/29/14 Mediation Probate 567:1387
0233 of Mediation Settlement Agreement
Silverado Appx. 0004
Appx. Appx. Item Type Clerk’s
Date Item Description Court
Tab # Page ## Of Activity Record #
0234- Silverado’s Partial Withdrawal of Rule 91a Motion to Dismiss and Reply
41 11/06/14 Filed Probate 586:3514
0239 to Plaintiffs’ Opposition to Silverado’s Rule 91a Motion
Motion for Security for Costs and for Sanctions and for Silverado’s Rule
0240-
42 11/07/14 Hearing 91a Motion to Dismiss and for approval of Rule 11 Mediation Settlement Probate RR Vol. 11
0242
Agreement
0243- Order authorizing GAL and AAL to execute Rule 11 Mediation
43 11/07/14 Signed Probate 586:3541
0243 Settlement Agreement
0244- Order granting authority for GAL and AAL to execute Rule 11 Mediation
44 11/07/14 Signed Probate 567:1386
0244 Settlement Agreement
0245- Order for $10,000 Sanctions vs Candice Schwager (Motion for Sanctions
45 11/10/14 Signed Probate 567:1385
0245 by Manley and David)
0246- Order for $5,000 Sanctions vs Candice Schwager (Motion for Sanctions
46 11/10/14 Signed Probate 586:3538
0248 by AAL and GAL)
0249-
47 11/10/14 Signed Order granting Silverado’s Rule 91a Motion to Dismiss Probate 586:3546
0249
0250- Plaintiffs’ Motion to Reconsider 91a Dismissal of Silverado and for other
48 11/17/14 Filed Probate 567:1391
0267 relief
0268-
49 12/01/14 Filed Silverado’s Application for Attorney’s Fees under Rule 91a Dismissal Probate 586:3617
0409
0410- Silverado’s Rule 91a Motion to Dismiss for remaining claims of Breach
50 12/03/14 Filed Probate 567:1496
0420 of Trust and/or Breach of Fiduciary Duty
Silverado Appx. 0005
Appx. Appx. Item Type Clerk’s
Date Item Description Court
Tab # Page ## Of Activity Record #
0421-
51 12/04/14 Filed Fifth Amended Petition Probate 567:1537
0430
0431- Plaintiffs’ Brief supporting their Motion to Reconsider granting of
52 12/05/14 Filed Probate 567:1434
0444 Silverado’s original Rule 91a Motion to Dismiss
0445- Silverado’s First Supplement to its’ First Amended Plea to the
53 12/08/14 Filed Probate 567:1509
0448 Jurisdiction and First Amended Answer
Silverado’s Application for attorney’s fees for Rule 91a Motion,
0449-
54 12/09/14 Hearing Plaintiffs’ Motion to Reconsider and Rescind Rule 91a Dismissal and Probate RR Vol. 12
0451
Sanctions
0452-
55 12/09/14 Filed Silverado’s Response to Plaintiffs’ Motion to Reconsider Rulings Probate 567:1516
0459
0460-
56 12/09/14 Filed Silverado’s First Supplement to Application for Rule 91a Attorney’s Fees Probate 567:1464
0462
Plaintiffs’ Objection to Silverado’s Pending Rule 91a Motion to Dismiss
0463-
57 12/16/14 Filed Remaining Claims and Silverado’s Application for Rule 91a Attorney’s Probate 567:1481
0477
Fees
0478-
58 12/16/14 Filed Plaintiffs’ Objection to Silverado’s application for attorney’s fees Probate 586:3768
0489
0490- Silverado’s Response to Plaintiffs’ Objection to Silverado’s application
59 12/18/14 Filed Probate 586:3780
0501 for attorney’s fees
0502- Silverado’s Motion to Strike Plaintiffs’ Objection to Rule 91a Dismissal
60 12/18/14 Filed Probate 586:3792
0506 of Claims and Motion for Sanctions
Silverado Appx. 0006
Appx. Appx. Item Type Clerk’s
Date Item Description Court
Tab # Page ## Of Activity Record #
0507- Silverado’s Partial Withdrawal and Supplement to Rule 91a Motion to
61 01/07/15 Filed Probate 567:1525
0512 Dismiss Remaining Claims
0513-
62 01/09/15 Signed Order Granting Silverado’s First Amended Plea to the Jurisdiction Probate 567:1513
0513
0514-
63 01/09/15 Signed Order Awarding Rule 91a Attorneys Fees to Silverado Probate 567:1514
0515
0516- Order Denying Motion to Reconsider Rule 91a Dismissal of Silverado
64 01/09/15 Signed Probate 567:1524
0516 and Denying Sanctions Against Silverado and Josh Davis
0517- Order Granting Silverado’s Rule 91a Motion to Dismiss Remaining
65 01/09/15 Signed Probate 567:1531
0518 Claims of Breach of Trust and/or Breach of Fiduciary Duty
0519-
66 01/09/15 Signed Order Approving Appointee’s Fees & Expenses [Russ Jones] Probate 567:1614
0520
0521- Plaintiffs’ Motion to Dismiss Guardianship Proceeding due to death of
67 01/16/15 Filed Probate 586:3814
0525 Ruby as Proposed Ward
0526-
68 01/09/15 Signed Order to Pay GAL’s Fees and Expenses [Jill Young] Probate 586:3819
0527
0528- Plaintiffs’ Motion to Modify Orders related to Rule 91a Dismissal and
69 02/06/15 Filed Probate 567:1617
0572 related to Plea to the Jurisdiction and for Sanctions
0573-
70 02/09/15 Filed Schwager’s Notice of Appeal [1st COA 158] Probate 567:2043
0576
Silverado Appx. 0007
Appx. Appx. Item Type Clerk’s
Date Item Description Court
Tab # Page ## Of Activity Record #
0577-
71 02/09/15 Filed Plaintiffs’ Notice of Appeal [1st COA 157] Probate 586:3823
0580
0581-
72 03/04/15 Filed Plaintiffs’ First Amended Notice of Appeal [1st COA 157] Probate 586:3843
0584
0585-
73 03/23/15 Filed Plaintiffs’ Motion to Set Aside Rule 11 Agreement Probate 567:2058
0598
0599-
74 03/23/15 Filed Plaintiffs’ Amended Motion to Set Aside Rule 11 Agreement Probate 567:2078
0612
0613- GAL’s and AAL’s Motion for Entry of Judgment on Binding Non-
75 04/03/15 Filed Probate 586:3871
0628 Revocable Settlement Agreement
0629- Silverado’s Motion to Modify Order Granting First Amended Plea to the
76 04/07/15 Filed Probate 567:2128
0633 Jurisdiction
0634-
77 04/07/15 Filed Silverado’s Motion for Summary Judgment Probate 567:2136
0642
0643-
78 04/07/15 Signed Memorandum Opinion dismissing Schwager’s appeal [1st COA #158] Probate 567:2110
0644
0645-
79 04/07/15 Signed Judgment dismissing Schwager’s appeal [1st COA #158] Probate 567:2112
0645
0646-
80 04/24/15 Filed Plaintiffs’ First Amended Motion to Set Aside Rule 11 Agreement Probate 586:3889
0659
Silverado Appx. 0008
Appx. Appx. Item Type Clerk’s
Date Item Description Court
Tab # Page ## Of Activity Record #
0660- Motion for Entry of Final Judgment on Binding Non-Revocable
81 04/30/15 Hearing Probate RR Vol. 13
0662 Settlement Agreement
0663- Plaintiffs’ Opposition to Silverado’s Motion to Modify Order Granting
82 04/30/15 Filed Probate 586:3935
0672 First Amended Plea to the Jurisdiction
0673- Defendants, Manley and David, Joinder in GAL’s and AAL’s Motion for
83 05/01/15 Filed Probate 586:3913
0674 Entry of Judgment on Binding Non-Revocable Settlement Agreement
0675- Defendants, Manley and David, Response to Plaintiffs’ Motion to
84 05/07/15 Filed Probate 586:3918
0691 Dismiss Guardianship Proceeding
0692- Order granting Silverado’s Motion to Modify Order Granting First
85 05/12/15 Signed Probate 567:2133
0693 Amended Plea to the Jurisdiction
0694- Modified Order granting Silverado’s First Amended Plea to the
86 05/12/15 Signed Probate 567:2135
0694 Jurisdiction
0695- Final Judgment based upon Binding Non-Revocable Mediation
87 05/12/15 Signed Probate 586:3948
0698 Settlement Agreement
0699-
88 05/12/15 Signed Order granting Silverado’s Motion for Summary Judgment Probate 567:2145
0699
0700-
89 05/12/15 Signed Order Denying Plaintiffs’ Motion to Dismiss [Guardianship Proceeding] Probate 586:3952
0701
0702-
90 06/08/15 Filed Plaintiffs’ [Original] Notice of Appeal, with dual caption Probate 586:3955
0707
Silverado Appx. 0009
Appx. Appx. Item Type Clerk’s
Date Item Description Court
Tab # Page ## Of Activity Record #
0708-
91 06/16/15 Filed Plaintiffs’ Amended Notice of Appeal [#586] Probate 586:3961
0711
0712-
92 06/17/15 Filed Plaintiffs’ Amended Notice of Appeal [#567] Probate 567:2155
0716
0717- Memorandum Opinion dismissing Plaintiffs’ appeal
93 07/07/15 Signed Probate 586:3972
0718 [1st COA #157]
0719- Judgment dismissing Plaintiffs’ appeal
94 07/07/15 Signed Probate 586:3967
0719 [1st COA #157]
Silverado Appx. 0010
TAB 2
Description: POP 1st 2nd 3rd 4th 5th
Plaintiffs:
Ruby S. Peterson, Ind. X
Mack Peterson X X X X X X
Don Peterson X X X X X X
Lonny Peterson X X X X X X
Tonya Peterson X
Carol Jane Peterson X
Defendants:
Carol Peterson Manley X X X X X
David Peterson X X X X X
Silverado X X X X X X
Tana McMillan X X X X
Linda Lavinson X X X X
Dr. Rebecca Clearman X X X X
Dr. Chris Merkyl X X X
Counts:
False Imprisonment X X X X X X
Assault & Battery X X X X X X
Breach of Fiduciary Duty X X X X
Fraud X X X X
Conversion X
Conspiracy X X X X X X
Undue Influence X X X
Intentional Infliction of Emotional Distress X X X X
Duress X X
Discrimination X X
Retaliation X X
Invasion of Privacy X
Breach of Trust X X X
Silverado Appx. 0011
TAB 3
CHART SHOWING ORDERS APPEALED FROM AND RELATIONSHIP TO NOTICES OF APPEAL
Amended
Appx. Amended Clerk’s
Appx. Date / NOA NOA
Page Item Description NOA Item Record
Tab # Date Signed Item Item
## [567] #1
586
0014- Order Granting Authority for Guardian Ad Litem & Attorney E D 567:1386
4 11/07/2014
0018 Ad Litem to Execute Peterson Rule 11 Agreement -1390
0019- Order Granting Authority for Guardian Ad Litem & Attorney D D 586:3541
4 11/07/2014
0023 Ad Litem to Execute Peterson Rule 11 Agreement -3545
0245- Order on David Peterson and Carol Anne Manley’s Motion for B B
45 11/10/2014 567:1385
0245 Sanctions
0246- A A C 586:3538
46 Order for Sanctions 11/10/2014
0248 -3540
Order Granting Defendant Silverado Senior Living, Inc. d/b/a C C
0249-
47 Silverado Senior Living – Sugar Land’s Rule 91a Motion to 11/10/2014 586:3546
0249
Dismiss
0513- Order Granting Silverado’s First Amended Plea to the H G
62 01/09/2015 567:1513
0513 Jurisdiction
Order Authorizing Payment of Appointee’s Fees and F
0526- Expenses Pursuant to Texas Estates Code Section 1054.055 586:3819
68 01/09/2015
0527 for the Time Period March 27, 2014 through October 31, -3820
2014
0514- Order Granting Application for Attorney Fees Pursuant to G F 567:1514
63 01/09/2015
0515 Rule 91a Order Entered on November 10, 2014 -1515
0516- Order Denying Motion to Reconsider 91a Motion to Dismiss F E
64 01/09/2015 567:1524
0516 and Motion for Sanctions
1
The additional identifying numerical strings, e.g., 01-15-xxxx-cv, are omitted for brevity of reference in this Chart.
Silverado Appx. 0012
Amended
Appx. Amended Clerk’s
Appx. Date / NOA NOA
Page Item Description NOA Item Record
Tab # Date Signed Item Item
## [567] #
586
0517- Order Granting Silverado’s 91a Motion to Dismiss Plaintiffs’ I H 567:1531
65 01/09/2015
0518 Breach of Trust and/or Breach of Fiduciary Duty -1532
0519- I E 567:1614
66 Order Approving Appointee’s Fees & Expenses 01/09/2015
0520 -1615
0692- Order Granting Silverado’s Motion to Modify Order Granting L J 567:2133
85 05/12/2015
0693 First Amended Plea to the Jurisdiction -2134
0694- Modified Order Granting Silverado’s First M K 567:2135
86 05/12/2015
0694 Amended Plea to the Jurisdiction
0695- J A 586:3948
87 Final Judgment 05/12/2015
0698 -3951
0700- K B 586:3952
89 Order Denying Motion to Dismiss 05/12/2015
0701 -3953
0699- None None None
88 Order Granting Silverado’s Motion for Summary Judgment 05/12/2015 567:2145
0699
0702- Original Notice of Appeal (dual case caption, for Probate Court A-M 586:3955
90 06/08/2015
0707 Nos. 427,208 and 427,208-401) -3960
0712- A-K 567:2155
92 Amended Notice of Appeal (in 567) 06/17/2015
0716 -2159
0708- A-F 586:3961
91 Amended Notice of Appeal (in 586) 06/16/2015
0711 -3964
Silverado Appx. 0013
TAB 4
PROBATE
PROBATE COURT
COURT
NO.427,208
NO. 427,208-··
— /
C\.1 INRE: GUARDIANSHIP OF § COURT
IN RE: GUARDIANSHIP OF IN THE PROBATE
INTHE PROBATE COURT
0 .
0 RUBYPETERSON,
RUBY PETERSON, § NUMBER
NUMBER ONE(1)
ONE (I)OF
OF
ANINCAPACITATED
PERSON
AN INCAPACITATED PERSON § HARRIS
HARRIS COUNTY, TEXAS
COUNTY, TEXAS
ORDERGRANTING
ORDER GRANTINGAUTHORITY
AUTHORITY
. FOR
FOR GUADIAN
GUADIAN AD
AD LITEM &ATTORNEY
LITEM & ATTORNEY AD
AD LITEM
LITEM
TO EXECUTE
TO EXECUTEPETERSON
PETERSONRULE
RULE11AGREEMENT
11 AGREEMENT
OnthisdayJillW.Young
On andW.Russ
this day Jill W. Young and Jones,inintheir
W. Russ Jones, respective
their respective Guardian
asGuardian
capacities as Ad
Ad
Litemand
Litem andAttomey AdLitem
Attorney Ad RubyS.S.Peterson,
Litem for Ruby Incapacitated
anIncapacitated
Peterson, an requested
Person, requested thatthe
that the
Courtgrant
Court thempermission
grantthem to enter
permission to intothePeterson
enterinto Rulell
the Peterson Rule Agreement
I I Agreement heretoas
attached hereto as
Exhibit A,and
Exhibit A, considering
and after considering therequest
the andevidence
requestand submitted,
evidence submitted, theCourttindsthatthe
the request
Court finds that the request
should begranted.Itis
shouldbe granted. It is therefore,
thatJillW.Young
ORDERED that andW.Russ
Jill W. Young and W. Russ Jones, intheir
Jones,in respective
their respective capacities
capacities Guardian
asGuardian
as
Ad Litemand
Ad Litem andAttorney
Attorney Ad Litemfor
AdLitem forRubyS. Peterson,
Ruby S. Peterson, Incapacitated
anIncapacitated
an Person,
Person, hereby
arehereby
are
authorized
authorized toexecute
to thePeterson
execute the Rule11
Peterson Rule ll Agreement
Agreement attached
attached hereto
here as Exhibit
to as Exhibit A.
A.
SIGNED
SIGNED ENTERED this
andENTERED
and this 7
4-6 day
dayc) VC")-1,6
DG
RESIDING
DG. 'RESIDING
070200/000001
070200/000001
130 - 1291572v1
.
Silverado Appx. 0014
No. 1-15-567-CV 1386
C
C Rule
11Agreement
Peterson Rule 11 Agreement
Q.
1. Theparties
tothisagreement
are:
1. The parties to this agreement are:
a.
a. MackPeterson;
Mack Peterson;
b.
b. Don
Don Peterson
Peterson
c. LonnyPeterson;
Lonny Peterson;
r•
r..
d.
d. CarolA
Carol nnManley,
Ann Manley,individually,
individually,as agentfor
asagent forMrs. etersonand
Mrs.PPeterson cotrustee ofthe
andcotrustee of the
Peterson Family
Peterson Family Trust
Trust no. 2;and
no. 2; and
e.
e. DavidPeterson,
David Peterson, iindividually,
ndividually, agentfor
asasagent forMrs.
Mrs.PPeterson
etersonand
and cotrustee ofthe
cotrustee of the
Peterson Family T rustnno. 2.
i Peterson Family Trust o.2.
2. Carol
2. Carol AnnManley
Ann andDavid
Manley and Petersonshall
David Peterson shallcontinue
continueto
toact agentfor
asagent
actas forMrs.
Mrs. Peterson
Peterson pursuant
pursuant
to the Durable
to the DurablePower
Powerof Attorney,Appointmentof
of Attorney, Appointment of the Durable
DurablePower
Powerof Attorneyfor
of Attorney for Health
Health
Care,D
Care, irective
Directive to Physicians,
to Physicians,SaleofReal
Sale of RealPProperty,
roperty,etetal,document
al, document ddated
atedJune 23,
23,1993("1993
1993 ("1993
POA"). Thepartieswill
POA"). The jointlyrequest
parties will jointly thatthe
requestthat theCourt
Courtfind the
the1993
1993POA
POAto bevalid
to be valid and
and
remaining ineffectand
remaining in effect and that
that any revocation
anyrevocation ofthe
of 1993POA
the 1993 POA executed inNovember
executed in November of of 2013
2013to
to
beinvalid.
be invalid.
3. Carol
3. Carol AnnManley
Ann andDavid
Manley and Petersonagree
David Peterson agreeto locateaanew
to locate residential
newresidential forMrs.
facilityfor
facility Mrs.
Peterson.They
Peterson. will
They will investigate
investigate andlocate
and a new
locate a new facility
facility ininFort Bend
Fort Bend Harris
orHarris
or County
County with
with k,
comparable
comparable care andamenities.
careand TheParties
amenities. The acknowledge
Parties acknowledge thatthe
that thenew facility
newfacility wilt
memory care facility
memory care facility andmaybe as or more expensive
and maybe asormore expensive tthan
hanSilverado. CarolAnn
Silverado. Carol AnnManley and
Manley and _
David
David PPeterson
eterson will xecuteaallllnecessary
willeexecute necessaryadmission
admissiondocuments as Mrs.
documents as Mrs. P eterson's
Peterson's medical
medical
agents andnotify
agentsand notify the otherparties
the other partlesofthe
of the new facility.
newfacility. nl
°411(
4. Mrs.Peterson's
4. childrenshall
Mrs. Peterson's children shallhavetheright tovisitherat
have the right to theresidential
visit her at the facilityselected
residential facility selectedby
by
CarolA
Carol nnManley
Ann Manleyaand
ndDavid
DavidPeterson
Petersonas agent for
asagent for Mrs.Peterson duringnormal
Mrs. Peterson during normalvisiting
visitinghhours;
ours;
providedaallllvisitors
provided visitors sshall
hallcomply
complywiththe
with therulesand
rules and regulations
regulations ofthefacility.
of the facility. T heParties
The Parties agree
agree
that
that more thanone
morethan familyor
onefamily familiesm
orfamilies ayvisit
may visit ttogether.
ogether.
5. Carol
5. CarolA nnManley
Ann Manleyaand
ndDavid
DavidPeterson
Peterson as agent forMrs.
as agent Peterson
for Mrs. Peterson will notifyDon,
willnotify Don,Lonny
Lonnyand
and
MackPeterson
Mack Peterson of any significant
of any significant changes
changes iin
nMrs.
Mrs.PPeterson's
eterson'sm edicalccondition.
medical ondition.Don,
Don,Lonny
Lonnyand
and
Mack
Peterson
shall
designate
anemail forsuch
address notices.
i Mack Peterson shall designate an email address for such notices.
6.
6. Mrs.
Mrs. P etersons children
Peterson's
residential
childrenmay
maytakeherfor
facilitypprovided
take her for outings outside
rovidedthat
thatinitially
initially((i)i)the
outside the
the outings
the FleArbatfiVr-0111#4150FPRIMM
willbbee 4 hours less,and
e /
(ii)aa caregiver
t•
residential facility outings will hours or
or less, and(ii) caregiver
willaccompany
will accompany M rs.Peterson.Carol
Mrs. Peterson. Carol A nnManley
Ann ManleyandDavid
and DavidPeterson mayextend
Petersonmay extend thesetimes
these times off.
and/ordecide
and/or decidethataacaregiver
that caregiver isnotrequired
is afterthey
not required after theyare ableto
areable confirm
toconfirm sheisable
she to
is able to
remainmedically
remain medicallysstable.
table.Any
Anyperson removes
whoremoves
personwho Mrs.Peterson
Mrs. forsuch
Peterson for such an outing
anouting shall(i)give
shall (i)give
EXHIBIT
EXHIBIT A
Silverado Appx. 0015
No. 1-15-567-CV 1387
Mrs.
Mrs.Peterson
Petersonallprescribed medication
all prescribed that
medication to betakenduring
that needs theoutingand(ii)
to be taken during the outing and return
(ii) return
herto the facilitytimely.
her to the facility timely.
7.7. No
Nopersonor
person orentityshall
entity shallattemptto
have Mrs.Peterson
attempt to haveMrs. sign
Peterson any
sign legal,
any medical
legal, or other
medical or other
documents; providedthat nothingshallprevent
documents; provided that nothing shall MMrs.
prevent rs.Peterson signing
Peterson from personal
signing cards
personal or or
cards
lettersof personal
letters ofa a personal
non legalmatter.
non legal matter.
l
8. CarolAnnManleyandDavidPetersonshallcontinueto serveas trusteeofthe PetersonFamily
8. Carol Ann Manley and David Peterson shall continue to serve as trustee of the Peterson Family
Trustno.2. Don,LonnyandMackPetersonapproveCarolAnnManleyandDavidPeterson's
Trust no. 2. Don, Lonny and Mack Peterson approve Carol Ann Manley and David Peterson's
accounting of PetersonFamily Trustno.no.
2and agrees to dismisswith allclaimsrelating
accounting of Peterson Family Trust 2 and agrees to dismiss with prejudice all claims relating
to suchtrustto date. CarolAnnManleyandDavidPetersonshallcontinueto payanyexpenses
to such trust to date. Carol Ann Manley and David Peterson shall continue to pay any expenses
relatingto the trust from the trust estate.
relating to the trust from the trust estate.
9. Carol
AnnManley
andDavid shallcontinue
Peterson toserveasfinancial
powersofattorney
for
9. Carol Ann Manley and David Peterson shall continue to serve as financial powers of attorney for
Mrs.Peterson.CarolAnnManleyandDavidPetersonacknowledge andagreethat the Amegy
Mrs. Peterson. Carol Ann Manley and David Peterson acknowledge and agree that the Amegy
accountsinthe nameof CarolAnnManleyandDavidPetersonarepowerof attorneyaccounts
accounts in the name of Carol Ann Manley and David Peterson are power of attorney accounts
andtheywill confirmthe sametoAmegy.CarolAnnManleyandDavidPetersonshallcontinue
and they will confirm the same to Amegy. Carol Ann Manley and David Peterson shall continue
to payanyexpensesrelatingto Mrs.Petersonandherestate as agents.
to pay any expenses relating to Mrs. Peterson and her estate as agents.
10.ThePartiesagreeto submitthefollowing
feesandexpenses
relating inprobate
to proceedings
courttoProbate CourtNumber 1:
10. The Parties agree to submit the following fees and expenses relating to proceedings in probate
court to Probate Court Number 1:
a. CarolAnnPeterson and DavidPeterson's unpaidfees and expenses;
a. Carol Ann Peterson and David Peterson's unpaid fees and expenses;
b. Don,LonnyandMackPeterson'slegalfeesandexpenses(providedthereshall
b. Don, Lonny and Mack Peterson's legal fees and expenses (provided there shall
no rightto seekreimbursement relatingto claimstheyhavemadeagainst
Silverado);
no right to seek reimbursement relating to claims they have made against
Silverado);
c. RussJonesandJillYoung’s
unpaidfeesandexpenses.
c. Russ Jones and Jill Young's unpaid fees and expenses.
11.Anyfeesrelating
totheguardianship
andapproved
bytheCourtshallbepaidfromMrs.
Peterson's
Estate.
11. Any fees relating to the guardianship and approved by the Court shall be paid from Mrs.
Peterson's Estate.
12.MackPetersonandhiswife,DonPetersonandhiswifeand LonnyPetersonshallremoveand
12.direct
MackhPeterson
isattorneys
andto remove
his allsocial
wife, Don medial
Peterson and
and hisotherpublic
wife and postings
Lonny relating
Peterson shall Mrs. and
toremove
Peterson,
direct hisCattorneys
arolAnnManley, SteveManley,
to remove Davidaand
all social medial ndBettyPeterson or relating
other public postings to this
relating tocase.
Mrs.
Peterson, Carol Ann Manley, Steve Manley, David and Betty Peterson or relating to this case.
13.Don,LonnyandMackPetersonshallreleaseanddismisswithprejudiceanyclaimsagainstCarol
Don, LonnyandDavid
13.AnnManley Petersonishall
and MackPeterson, nallcapacities.
release and dismiss with prejudice any claims against Carol
Ann Manley and David Peterson, in all capacities.
14.RussJones,JillYoung,CarolAnnManleyandDavidPetersonagreeto withdrawand/ornotseek
14.sanctionsor costsfromMack
Russ Jones, Jill Young, CarolPetersonandhiswife,
Ann Manley DonPeterson
and David andhiswife,
Peterson agree Lonny
to withdraw Peterson
and/or not seek
and/or PhilRoss.
sanctions or costs from Mack Peterson and his wife, Don Peterson and his wife, Lonny Peterson
and/or Phil Ross.
15.RussJonesandJillYoungwillrequestcourtpermission
to ratifythisto Rule11Agreement
15. Russ Jones and Jill Young will request court permission to ratify this to Rule 11 Agreement
Silverado Appx. 0016
No. 1-15-567-CV 1388
15.Counsel
16. forCarol
Counsel for Carol A
Ann ManleyandDavid
nnManleyand DavidPeterson
Peterson will
will circulateaafinalrelease agreement a
final releaseagreement ndaa
and
proposedfinal
proposed finaljjudgment
udgmentaatt incorporates theforgoing
incorporates the forgoing tterms.
erms.
THE
PARTIES
AGREE
THAT
THIS
AGREEMENT
SHALL
BE
A
THE PARTIES AGREE THAT THIS AGREEMENT SHALL BE A
BINDING
BINDING NONREVOCABLE
NONREVOCABLE AGREEMENT
AGREEMENT UNDER
UNDER THETEXAS
THE TEXAS
ESTATES
ESTATESCODE
CODESSECTION
ECTION1055.151 AND
1055.151 AND ISNOT
IS SUBJECT
NOT SUBJECT TO
TO
REVOCATION
BYTHE
PARTIES.
REVOCATION BY THE PARTIES.
Agreed:
Agreed:
DonPeterson
Don Peterson
LonnyP| o|
Mack
Peterson
Mack Peterson
Phil Ross,aass counsel forDon,
Don,Lonny
Lonny
and
Mack
Peterson
Phil Ross, counsel for
and Mack Peterson
kA/vl 71/ a/14,y
CarolAnn
Carol AnnManley
Ma n ey
Davi
terson
Davi terson
Pacheco, as counsel
Pacheco, for for
CaroCarTianiley
an
an son
40,,.
.040,
Russ|neyAd
J·nes, Litem
ar
Russ J . nes, • • • ney Ad Litem
l
Silverado Appx. 0017
No. 1-15-567-CV 1389
0
as Ad
_ Y ung, as Guardian
_ Ad Li m
Silverado Appx. 0018
No. 1-15-567-CV 1390
COURT
PROBATE 1
PROBATE COURT 1
427,208
NO.427,208
NO.
INRE:
IN GUARDIANSHIP
RE: GUARDIANSHIP OF
OF § INTHE PROBATE
IN THE PROBATE COURT
COURT
§
·NUMBERONE(l) OF
RUBYPETERSON,
RUBY PETERSON, NUMBER ONE (1) OF
ANINCAPACITATED PERSON
AN INCAPACITATED PERSON § HARRIS
HARRIS COUNTY,
COUNTY, TEXAS
TEXAS
AUTHORITY
GRANTING
ORDER GRANTING AUTHORITY
GUADIAN
FOR ADLITEM
&ATTORNEY
ADLITEM
FOR GUADIAN AD LITEM & ATTORNEY AD LITEM
TOEXECUTE
TO PETERSON
EXECUTE PETERSON RULE 11AGREEMENT
RULE 11 AGREEMENT
Onthisday
On JillW.Young
this day Jill andW.Russ
W. Young and W. Russ Jones, intheir
Jones,in respective
their respective capacities as Guardian
asGuardian Ad
Ad
Litem
Litem andAttomey AdLitem
and Attorney Ad forRuby
Litem for S.Peterson,
Ruby S. Incapacitated
anIncapacitated
Peterson, an Person,
Person, requested
requested thatthe
that the
grantthem
Court grant permission
thempermission to intothePeterson
enterinto
to enter Rulell
the Peterson Rule Agreement
11 Agreement attached
attached heretoas
hereto as
Exhibit
Exhibit A, after considering the
andafter
A,and the request andevidence
request and submitted,
evidence submitted, theCourt thatthe
the Court finds that therequest
request
shouldbe
should granted. ItItis
begranted. therefore,
is therefore,
ORDERED
ORDERED thatJillW.
that Young
Jill W. Young andW.Russ
and W. Russ Jones, intheir
Jones,in respective
their respective capacities
capacities as Guardian
asGuardian
Litemand
Ad Litem
Ad AttomeyAd
and Attorney Litemfor
AdLitem RubyS.
for Ruby Peterson,
S. Peterson, an Incapacitated
anIncapacitated Person,are
Person, hereby
arehereby
authorized
authorized to execute
to execute the Peterson Rule
thePeterson Rule 11 Agreement
ll Agreement attached
attached here
here to
to as Exhibit
as Exhibit A.
A.
SIGNED
SIGNED and ENTERED this
andENTERED this 7 dayDG
day oV3/01,coskir-72
|RESIDING
DG• 'RESIDING
·
;
—
31.
rh
070200/000001
070200/000001
l29l572vl
130-- 1291572v1
130
Silverado Appx. 0019
No. 1-15-586-CV 3541
Peterson Rule11
Peterson Rule 11 Agreement
1. Theparties
tothisagreement
are:
1. The parties to this agreement are:
a.
a. Mack
Peterson;
Mack Peterson;
b.
b. DonPeterson
Don Peterson
_
c.
c. Lonny Peterson;
Lonny Peterson;
d.
d. CarolAnn
Carol Ann Manley,
Manley, individually, agentfor
asagent
individually,as forMrs.
Mrs.PPeterson
eterson aand
ndcotrustee
cotrustee ofthe
of the
1 PetersonFamily
Peterson FamilyTrustno.
Trust 2;and
no.2; and
e.
e. DavidPeterson,
David Peterson, iindividually,
ndividually,
as agentforMrs.Peterson
asagent for Mrs. Petersonand cotrustee ofthe
and cotrustee of the
PetersonFamily
Peterson FamilyTrustno.
Trust 2.
no.2.
2. Carol
2. Carol AnnManley
Ann andDavid
Manley and Peterson shall
David Peterson shallccontinue
ontinuetotoact agentfor
asagent
actas forMrs.Petersonpursuant
Mrs. Peterson pursuant
tothe
to DurablePower
the Durable ofAttorney,
Powerof Appointment
Attorney,Appointment oftheDurablePower ofAttorney
of the Durable Power of forHealth
Attorneyfor Health
Care, Directive
Care,Directive to Physicians,
to Physicians, SaleofReal
Sale of RealPProperty,
roperty,etetal,document
al, document ddated
atedJune23,1993("1993
June 23, 1993 ("1993
POA").The partieswill
POA"). The parties jointlyrequest
will jointly thatthe
requestthat the Court findthe
Courtfind 1993POA
the 1993 POA to bevalid
to be valid and
and
remaining in effect andthat
remaining in revocation
anyrevocation
and that any ofthe
of 1993POA
the 1993 POA executed inNovember
executed in November of of2013
2013 to
to
beinvalid.
be invalid.
3. Carol
3. Carol AnnManley
Ann andDavid
Manley and Petersonagree
David Peterson agreeto locateaanew
to locate residential
newresidential facilityfor
facility forMrs.
Mrs.
Peterson. They
Peterson. They willinvestigate
will investigateandlocate
and newfacility
locate aa new facilityinFortBend ororHarris
in Fort Bend County
Harris with
County with „,
1"
comparable
comparable careandamenities.
care The
and amenities. The Parties
Parties acknowledge
acknowledge thatthe
that facility
newfacility
the new viiiIH?&L /
'-
...
memory care facilityandmaybe asormore expensivet hanSilverado.Carol AnnManley
memory care facility and maybe as or more expensive than Silverado. Carol Ann and
Manley and
David will
Peterson allnecessary
execute admission
documents Peterson's
asMrs. medical
David Peterson will execute all necessary admission documents as Mrs. Peterson's medical
andnotify °411
agentsand
agents notify the otherpartiesofthe
the other facility.
newfacility.
parties of the new
4. Mrs.Peterson's
4. Mrs. childrenshall
Peterson's children shallhavetheright visither
to visit
have the right to at the
her at residential
the residential facilityselected
facility by
selected by
CarolA
Carol Ann ManleyandDavid
nnManley and DavidPeterson
Petersonas agentfor
asagent for Mrs.Peterson duringnormal
Mrs. Peterson during normalvisiting
visitinghours;
hours;
provided
provided all visitors shall
allvisitors shall ccomply
omplywith
withtherules
the rulesaand regulations ofthe
ndregulations facility. The
of the facility. The Parties
Parties a gree
agree
thatmore
that thanone
morethan family
onefamily familiesmay
orfamilies
or visit ttogether.
mayvisit ogether.
5. Carol
5. CarolAAnn Manley andDavid
nnManley and DavidPeterson agent for
as agent
Peterson as Mrs.Peterson
for Mrs. willnotifyDon,
Peterson will Lonnyaand
notify Don, Lonny nd
MackPeterson
Mack Peterson of any significant
of any significant changes
changes iin Mrs.PPeterson's
nMrs. eterson'sm edicalccondition.
medical ondition.Don,
Don,Lonny and
Lonnyand
Mack
Mack Peterson shall
Peterson shall designate email
anemail
designate an address
address for
for s uch
such nnotices.
otices. /‘‘
6. Mrs.Peterson.s
6. Mrs. Peterson's children may
maytakeherfor
take her for outings outside the
the DEW,
residential
residential facilityprovided
facility thatinitially
provided that (i)the
initially
(i) the outings willbbee44 hours
outings will hours or less,and(ii)
or less, and (ii) a caregiver
a caregiver
willa ccompany M rs.Peterson.Carol A nnManley andDavid Peterson may extendthesetimes
will accompany Mrs. Peterson. Carol Ann Manley and David Peterson may extend these times
and/ordecidethat
and/or decide thataacaregiver
caregiver isnot
is requiredafter
notrequired afterthey ableto
areable
they are confirmshe
toconfirm sheisable
is able to
to
remain medically sstable.
remainmedically table.Any
Anyperson
personwhowhoremoves Mrs.Mrs.Peterson
Peterson forsuch
for outingshall(i)give
anouting
such an shall (i)give
EXHIBIT
EXHIBIT A
-
Silverado Appx. 0020
No. 1-15-586-CV 3542
Mrs. all prescribed m
Mrs.Peterson allprescribed edicationtthat
medication hatneedsto betakenduring
needs to be theoutingand(ii)return
taken during the outing and (ii) return
her tothe
her to facility
the facility timely.
timely.
_
7. No
7. Noperson
personor entityshallattemptto
or entity haveMrs.
shall attempt to have Peterson
Mrs. Peterson signany
sign anylegal, medicaloorr other
legal,medical other
documents;
documents; providedthat
provided thatnothing shallprevent
nothing shall Mrs.Peterson
preventMrs. fromsigning
Petersonfrom personalcards
signing personal cardsor
or
lettersof
letters ofaa personal non legal
personal non legal m atter.
matter.
AnnManley
8. Carol andDavid shallcontinue
Peterson ofthePeterson
toserveastrustee Family
8. Carol Ann Manley and David Peterson shall continue to serve as trustee of the Peterson Family
Trust o.2.
Trustnno. Don,Lonny
2. Don, andMack
Lonnyand Petersonapprove
Mack Peterson approveCarol AnnManley
CarolAnn and David Peterson’s
Manley andDavid Peterson's
accounting
accounting of Peterson
of Family
PetersonFamily TTrust no. 2and
rustno. agrees to
2 and agrees to dismiss withprejudice all
dismisswith claims relating
allclaims relating
to suchtrust
to such trustto date.Carol
to date. CarolAnnManley
Ann andDavid
Manley and David P etersonshallcontinue
Peterson shall continue to payanyexpenses
to pay any expenses
N relatingto
relating to the trust from
the trust from the trust estate.
the trust estate.
N
9. Carol
9. Carol AnnManley
Ann andDavid
Manley and David Peterson shallcontinue
Petersonshall continue tto
o serve
serveas financialpowers
as financial powers of
of attorney for
attorney for
Mrs.PPeterson.
Mrs. eterson.Carol
CarolAnnManley
Ann andDavid
Manley and David P etersonacknowledge
Peterson acknowledge and
and agree thatthe
agree that Amegy
the Amegy
in the
accounts in
accounts of Carol
name of
the name Ann Manley and DavidPeterson
CarolAnnManleyand David Peterson are power of
are power of attorney accounts
attorney accounts
they will confirm the
andtheywillconfirm
and sameto
the same CarolAnn
Amegy.Carol
toAmegy. Manley andDavid
AnnManley Peterson shallcontinue
and David Peterson shall continue
to pay
to any expenses relating
payanyexpenses relating to Mrs. Peterson andherestate
to Mrs.Peterson as agents.
and her estate as agents.
10.
court
to Number
Probate
Court
1:
10.TheParties agree to
The Parties agree
a.
a.
submitthe
to submit following ffees
thefollowing
court to Probate Court Number 1:
CarolA
Carol Ann
eesand
Peterson andDavid
nnPeterson
expenses relating
and expenses
eterson’suunpaid
and DavidPPeterson's
to proceedings
relating to
npaidfeesand
fees and expenses;
expenses;
in probate
proceedings in probate
b.
b. Don,
Don, L onnyaand
Lonny MackPeterson’s
ndMack Peterson's legal
legalffees
eesand expenses (provided
and expenses (provided tthere
hereshall
shall
no
no right to seekreimbursement
rightto relatingto
seek reimbursement relating claimstthey
to claims heyhavemadeagainst
have made against
Silverado);
Silverado);
_Peterson’s
Estate. c.
c. Russ onesandJillYoung's
Russ JJones npaidfeesand
and Jill Young'suunpaid fees and expenses.
expenses.
Any feesrelating
11.Any
11. to theguardianship
fees relating to andapproved
the guardianship and bythe
approved by Courtshall
the Court shallbepaid fromMrs.
be paid from Mrs.
Peterson's Estate.
12.Mack
12. Mack Peterson andhiswife,Don
Peterson and his wife, Don Peterson andhiswifeandLonny
Peterson and Peterson shall
his wife and Lonny Peterson remove and
shall remove and
directhis
direct his attorneys to remove
attorneys to removeall social m
allsocial edialaand
medial otherpublic
nd other public postings relatingto
postingsrelating Mrs.
to Mrs.
Peterson, CarolA
Peterson, Carol nnManley,
Ann Steve Manley, David
Manley, SteveManley, Davidaand
ndBettyPeterson or relating
Betty Peterson or to this
relating to this case.
case.
13.Don,
13. LonnyandMack
Don, Lonny and Mack Petersonshallreleaseand dismisswith
Peterson shall release and dismiss withprejudice claimsagainst
anyclaims
prejudice any Carol
againstCarol
Manley andDavid
AnnManley
Ann and David Peterson, inallcapacities.
Peterson, in all capacities.
ones,JJill
Russ JJones,
14.Russ
14. illYoung,
Young,Carol
CarolAAnn ManleyandDavid
nnManley Peterson
and David agreetotowithdraw
Petersonagree
and/or not seek
withdraw and/or not seek
and/or
Phil
Ross.l
sanctions orcosts from Mack Peterson and his wife, Don Peterson and his wife, Lonny Peterson
sanctions or costs
and/or Phil Ross.
fromMack Peterson andhiswife, D onPeterson andhiswife,Lonny Peterson
15.Russ
15. Russ JJones and Jill Youngw
onesandJillYoung illrequestcourtpermission
will o ratify
request court permission tto ratify thisto Rule11
this to Rule 11 Agreement
Silverado Appx. 0021
No. 1-15-586-CV 3543
16.Counsel
16. forCarol
Counsel for Carol A nnManley and
Ann and DavidPeterson willccirculate
Peterson will irculateaafinal agreement a
final releaseagreement ndaa
and `
proposed finaljjudgment
proposed final udgmentaatt incorporates theforgoing
incorporates the forgoing tterms.
erms.
THEPARTIES
THE PARTIESAGREE
AGREE T HATTHIS
THAT THIS AGREEMENT SHALL
AGREEMENT SHALL BEA
BE A
BINDING
NONREVOCABLE
AGREEMENT
UNDERTEXAS
THE
BINDING NONREVOCABLE AGREEMENT UNDER THE TEXAS
ESTATES
ESTATESCODE
CODESECTION
SECTION1055.151 AND
1055.151 AND ISNOT
IS SUBJECT
NOT SUBJECT TO
TO
ry
REVOCATION BY THE PARTIES.
Agreed:
Agreed:
Don
Peterson
Don Peterson
LonnyP| · 0|
·l
Mack
Mack Petersonl
and
Mack
Petersonl
Peterson
Peterson
PhilRoss,
Phil Ross, aass counsel forDon,
counsel for Lonny
Don, Lonny
and Mack Peterson
Carol
Manleyll
Ann
Carol Ann Manley 711641
Davi|tersoniPacheco,
Davi. ••terson
as Caro nnManley
an son
Pacheco, as counsel for Caro nn Manley
son
|neyAd
Russ
nes, Lltem
Russ .1 nes, ney Ad Litem
Silverado Appx. 0022
No. 1-15-586-CV 3544
i
?-101
ii yung, as Guardian Ad Li m
RECORDER'S MEMORANDUM:
At the time of recordation, thinstrument was
found 63 be Inadequate for the best photographic
or
reproduction because of megteity, carbon
. photo copy, discolored paper, etc. All blockouts,
additions end changes wars present at Old 19110
210 kishument was Med end recorded,
Silverado Appx. 0023
No. 1-15-586-CV 3545
PRCEATE COURT tl
NO.427,208-401
NO. 427,208-401
INRE:
IN GUARDIANSHIP
RE: GUARDIANSHIP OF
OF § INTHE
IN PROBATE
THE PROBATE COURT
COURT
§
RUBY
RUBY PETERSON, § NUMBER ONE(1)
NUMBER ONE (1)OF
OF
ANINCAPACITATED
AN INCAPACITATEDPERSON
PERSON § HARRIS COUNTY,TEXAS
HARRIS COUNTY, TEXAS
ORDER
. ORDER ONDAVID
ON DAVIDPPETERSON
ETERSON ANDCAROL
AND ANNE M
CAROL ANNE ANLEY’S
MANLEY'S
MOTION
MOTION FORSANCTIONS
FOR SANCTIONS
Afterconsidering Movants David
After considering Movants David Peterson
Petersonaand
ndCarol
Carol A nneManley’s
Anne Motion
Manley's Motion for
for
Sanctionsaand
Sanctions ndall otherpertinent
all other pertinent pleadings, evidence
evidence and arguments o
and arguments off counsel, theCourtfinds
counsel, the Court finds
that saidMotion
that said Motionshould
should beGRANTED.
be GRANTED.
TheCourt
The thatCandice
Court finds that Schwager
Candice Schwager hasviolated
has violated R ule3.07
Rule oftheTexas
3.07 of Disciplinary
the Texas Disciplinary
RulesooffProfessional
Rules Professional Conduct
Conduct andthattheissuance
and that the issuance ofsanctions
of sanctions isappropriate. Itistherefore,
is appropriate. It is therefore,
ORDERED
ORDEREDthat
that Candice
Candice Schwager,
Schwager,individually,
is isordered
individually, pay the
orderedtotopay the sum of
sum of
UO
$ ief;) Movants
1totoMovants andCarol
Peersonand CarolAnne Manley
Manley
/ On°
$ Davicl Peterson (col ectively
!h-71— 0 r,Ncikpr — -4'k r 61
01,-) el Acme 7 Jcii
“Movants")c/o
"Movants") c/o Sarah atelPacheco,
Sarah atel Crain,Caton&
Pacheco, Crain, James,P.C.,1401McKinney
Caton & James, P.C., 1401 McKinney StreetFloor
Street Floor A
-11-er,sol
17,Houston,
17, Houston, T exas77010
Texas nolaterthan
77010no later than/\/O W./4er 3o ,,2014.
2014. It fs fut lifer,
·. , ac |etersonan|
ey |ac eterson an, onny •
andseverally
and severally liable forallsanctions
liablefor imposed
all sanctions imposed againstCandice
against Candice r, asthisCourt
|er, findsthat
this Court finds thatE
they participated iin
theyparticipated n oor withMs.
•· . |` · • with Schwager
Ms. Schwager inspreading
in spreading falseand
false defamatory
and defamatory
of
SIGNED
this
day
SIGNED this / day of
OPF
ITN,/"..
JUDGE PRESIDI|G
JUDG|PRESID G
___
` ··· .
RECORDER'S MEMORANDUM:
At the time of recordation, this instrument was
found to be inadequate for the best photo0raPilk
Csj 11 reproductkm because of IIIegtDllity, carbon or
hoto copy, discolonsd paper, etc. All blockade,
070200/000001 pdditi
aons end
changes were present at the time
376-
1237150vl
376 - 1237150vI the
Instrument wee filed end recorded.
Silverado Appx. 0024
No. 1-15-567-CV 1385
PROBATE COURT I
Cause
No.427208
Cause No. 427208
INTHE OF
IN THE GUARDIANSHIP OF § INTHE
IN THE PROBATE COURT
PROBATE COURT
RUBY
RUBY S.PETERSON,
S. PETERSON, § NUMBER
NUMBER ONE
ONE (1)OF
(1) OF
ANINCAPACITATED
AN INCAPACITATED PERSON
PERSON § HARRIS
HARRIS COUNTY, TEXAS
COUNTY, TEXAS
Cause
Cause No. 2014-40980
No. 2014-40980
MACKEY
MACKEY ("MACK")
("MACK") GLENPETERSON,
GLEN PETERSON, § INTHE DISTRICT
IN THE DISTRICT COURT OF
COURT OF
Individually
Individually and as Next
and as Next Friend ofRUBY
of RUBY § _
PETERSON,
PETERSON, DONLESLIE
DON LESLIE PETERSON,
PETERSON, §
Individually
Individually and asNext
and as Friend
Next Friend ofRUBY
of RUBY §
PETERSON,
PETERSON, andLONNY
and LONNY P ETERSON, §
PETERSON, <
Individually
Individually and as Next
and as FriendooffRUBY
Next Friend RUBY §
PETERSON,
PETERSON,
ti r
—03
Plaintiffs
§ ·
vs.
vs. § HARRIS
HARRIS COUNTY,
COUNTY, TEXAS
CAROLANNE
CAROL ANNEMANLEY,
MANLEY, DAVID
DAVID §
PETERSON,
PETERSON, SILVERADO
SILVERADO SENIORLIVING
SENIOR LIVING§
FACILITY,
FACILITY, TANAMCMILLON,
TANA MCMILLON, DR.
DR. §
REBECCA
REBECCA CLEARMAN,
CLEARMAN, andDR.CHRIS
and DR. CHRIS §
MERKL,
MERKL, §
Defendants
Defendants § 129thJUDICIAL
JUDICIAL DISTRICT
DISTRICT
ORDER
FORSAN
CTIONS
ORDER FOR SANCTIONS
BEITREMEMBERED
BE IT REMEMBERED that September
onSeptember
that on 18,22014
18, 014came to beconsidered
onto
came on be considered theMotion
the Motion
forSanctions byW.Russ
for Sanctions filed by W. Russ Jones, inhiscapacity
Jones,in Attomey
asCourt-appointed Attorney
his capacity as AdLitem
Ad Litem for
for
RubyS.
Ruby S.Peterson andbyJill
Peterson and Young,
by Jill Young, inher
in capacity
her capacity as the
as Guardian
the Court-appointed Guardian AdLitem
Ad Litem
forRuby S.Peterson,
for Ruby S. andtheCourt,
Peterson, and afterreviewing
the Court, after reviewingthepleadings,
the pleadings, theMotion forSanctions,
the Motion for Sanctions,
Plaintiffs’ Response
Plaintiffs' Response thereto,
thereto, andMovant’s
and Replyto
Movant's Reply Plaintiffs’
toPlaintiffs' Response,
Response, hearing
after hearing tthe
he
Silverado Appx. 0025
No. 1-15-586-CV 3538
arguments
arguments ofcounsel
of andafter considering the
counsel and theevidence thehearing,
atthe
evidence offered at hearing, the Courtisisofthe
the Court of the
opinion
opinion tthat
hattheMotion
the Motion ffor
orSanctions
Sanctions should
should b
beegranted. Specifically,
granted. Specifically, theCourt finds
the findsthat,
that,based
based
upon tthe
upon hetotality
totality oftheevidence during
of the evidence admitted during the
the hearing ontheMotions
hearing on forSanctions,
the Motions for each
Sanctions, each
andalloftheallegations
and brought
all of the allegations brought byPlaintiffs
by against
Plaintiffs against Defendants
Defendants CarolAnn
Carol AnnManley andDavid
Manley and David
TroyPeterson,
Troy Peterson, acting intheir
acting in capacity
their capacity agents // attomeys-in-fact
as agents
as attorneys-in-fact forRuby S.Peterson,
for Ruby S. Peterson, did
did not,
not,
at thetime
atthe offiling of
time of oftheoffensive pleading
the offensive pleading andmotion,
and anddo
motion, and do not haveevidentiary
now,have
not now, evidentiary
support;
support; norwere
nor theyat
were they thetime
atthe oftheirfiling,
time of likelyto
their filing, likely to have evidentiary
have evidentiary support after
support after a
reasonable forfurther
reasonable opportunity for investigation.
further investigation. Under
Under Chapter l0oftheTexas
Chapter 10 of the Texas Civil
Civil Practice
Practice
andRemedies
and Code,as
Remedies Code, established
asestablished intheMotions
in forSanctions,
the Motions for Sanctions, theallegations complained
the allegations complained of
of
didnot
did haveevidentiary
nothave evidentiarysupport
support norwere
nor theyat
were they atthetime ofsigning,
the time of likelyto
signing, likely haveevidentiary
to have evidentiaryl
support
support aftera reasonable
after reasonable opportunity for
for further investigation. TheCourt further
investigation. The furtherfinds that,
that, a
att
thetimeofsigning
the oftheoffensive
time of signing of pleading
the offensive pleading andmotion,
and motion, thisaction
this action h adbeen
had been on filefor
onfile
approximately
approximately eight((8)
eight 8)months,
months, thatRuby
that Ruby S.Peterson’s medical
S. Peterson's medical records
records andpertinent
and financial
pertinent financial
records
records hadbeen
had been provided
provided to Plaintiffs
to Plaintiffs andtheir
and their counsel, andthatthePlaintiff
counsel, and Respondents
that the Plaintiff Respondents andr
and
their Attorneys
their Attorneys had
had aareasonable opportunity
reasonable opportunity to investigate
to investigate the falsity
orfalsity
the truthfulness or oftheir
of their
claimsand
claims andallegations signing
tosigning
allegations prior to tthe
hepleading
pleading andmotion
and motion m adethesubject
made the subject ofthisMotion
of this Motion
forSanctions.
for lessersanctions
Sanctions. After considering lesser sanctions andtheir
and likelihood
their likelihood ofdeterring
of futureabuse,
deterring future abuse,
theCourt findsthat
the Court finds thataa reasonable
reasonable monetary
monetary sanction
sanction isjustified under
is undertthe
hetotality
totality o
offthe
the
circumstances
circumstances presented. Itis,therefore,
presented. It is, therefore, . ‘
tAi /-/- /4 1,vezriif C2-6)
ORDERED
that sanctions
monetary
ORDERED that monetary sanctionsA
_ assessed
against
assessed against I d
04"—IL/v_
|,ttomeyan1ce of
d'
Plaintiff3 Maekcy Clen Pctcr3on, Ben-Lc3lie Petersen, Lonny Petoraon, Attorney Candice
-M;-r
at...T -Po/ tv-,:,
- Order—are,
.
C 0-r) ·—
ID/I p 2.2,soo-oc,
Silverado Appx. 0026
No. 1-15-586-CV 3539
b„.1-1
771SIGNED
\ SIGNED onthis
on of
this the /1" Day of 2014.
,, 2014.
LOYD H. GHT, JUDGE PRESID
-1
-7" /s` r74 4-- 0 / .0 2 CD fAc---74 ..Said /7non
Cat-o / A cfr, icy ow c,--7/4.
C ts-Sc_.- and 6ae.-7C)f 0 let;4 17<-74e,-IrOn,
C/a Jai cAA Pc,- e e cA e_Szin
pc ./ / yo /7")G/c/' 7' -1
-1-re. / /-oor• 71716 rfb7,
7~x ,,s 770 71-A,2,‘ A/0 ve.,-,Z Z 0)
060/ ..1 C/c1:71-C. cr/C
)f. der
Silverado Appx. 0027
No. 1-15-586-CV 3540
E COURT 1
CAUSE
NO.427,208
CAUSE NO. 427,208
RUBY S.PETERSON,
RUBY S. PETERSON, Individually, §§ INPROBATE
IN PROBATE COURT
COURT NO. 1I
MACKEY
MACKEY (("MACK")
"MACK") GLEN
GLENPETERSON
PETERSON §§
PETERSON,
PETERSON, Individually,
Individually, Next Friend §§
Next Friend
Attomey-in
Attorney-in Factfor
Fact RUBY
forRUBY §
PETERSON,
PETERSON, DON
DONLESLIE
LESLIEPETERSON
PETERSON §§
Individually,
Individually, Next Attomey—in-§§
Friend,Attorney-in-
Next Friend,
Fact cfRUBY
of RUBYSS. .PPETERSON,
ETERSON, LONNY §
PETERSON,
PETERSON, Individually
IndividuallyandNext
and NextFFriend
riend§§ c^t
OfRUBY
S.Peterson
Of RUBY S. Peterson § --
VS.
VS. §§ OF
OF sc.
CAROL
ANNE
MANLEY,
CAROL ANNE MANLEY,
4,@
ro
DAVID
DAVID PETERSON,
PETERSON, SILVERADO
SILVERADO ior
SENIORLIVING,
SENIOR LIVING,INC.
INC.d/b/aSILVERADO§
d/b/a SILVERADO § `
SENIORLIVING
SENIOR LIVING——SUGAR
SUGAR LAND
LAND §§ HARRISCOUNTY,
HARRIS COUNTY,TEXAS
TEXAS
ORDER
ORDER GRANTING
GRANTING DEFENDANT SILVERADO
DEFENDANT SILVERADO SENIOR
SENIOR D/B/A
INC.D/B/A
LIVING, INC.
SILVERADO
SILVERADO SENIOR
SENIOR LIVING
LIVING -- SUGAR
SUGAR LAND’S RULE
LAND'S RULE 91a MOTION
MOTION TO DISMISS
TO DISMISS
BEITREMEMBERED
BE IT REMEMBERED that
that on thisday
on this cameon
day came onto beconsidered
tobe Defendant,
considered Defendant, Silverado
Silverado
Senior Living,Inc.
SeniorLiving, d/b/aSilverado
Inc.d/b/a Senior
Silverado Senior Living
Living SugarL
—Sugar
— and’sM
Land's otionttoo Dismiss
Motion Dismiss Pursuant to
Pursuant to
TRCPRule
TRCP Rule91a and the Court after reviewing
9laandtheCourt suchmotion
reviewing such motionisoftheopinion
is of the opinion tthat
hatthisMotion iswell
this Motion is well
takenshould
taken shouldbe
beinallthings GRANTED.
in all things GRANTED.
PLAINTIFFS’ claims
PLAINTIFFS' claims forfalse
for imprisonment,
false imprisonment, assault
assault and battery,
andbattery, andconspiracy
and hereby
arehereby
conspiracy are
DISMISSED
DISMISSED WITHPREJUDICE
WITH PREJUDICEsolelyas
solely
Silverado
SeniorLiving,
toSilverado Senior
asto Inc.dd/b/a
Living, Inc. /b/aSilverado
SilveradoSenior
Senior
Living Sugar L
—Sugar
Living — and.
Land.
IT IS
IT IS FURTHER
FURTHERORDERED, thatSilverado
ORDERED,that SeniorLiving,Inc.d/b/aSilverado
Silverado Senior Senior
Living, Inc. d/b/a Silverado Senior
Living
Living ——Sugar
SugarLLand be awardediits
andbeawarded tscosts and attorneys' feesafterconsidering
costsandattorneys’ evidence
fees after considering evidence within
within
thirty(30)
thirty (30)days thedateofthisorder.
fromthe
days from date of this order.
Allrelief
All relief n expressly
otexpressly
not granted
granted hherein
ereinisisdenied.
denied.
SIGNED
this day
of
SIGNED this /6/14 day of Alb 1/e,-,-)
|4. 20 4.
4847-2020-9184.1
4847-2020-9184.1
/ ° /
//7
Silverado Appx. 0028
No. 1-15-586-CV 3546
CAUSE NO. 427,208-401
MACKEY
MACKEY ("MACK")
("MACK") GLEN PETERSON
GLENPETERSON § INPROBATE
IN COURTNO.
PROBATE COURT NO.l1
PETERSON;
PETERSON; TONYA PETERSON
TONYA PETERSON §
Individually and as Next
and as Next F riend
Friend ooff §
RUBYPETERSON;
RUBY PETERSON; DON DONLESLIE PETERSON;§
LESLIE PETERSON;
CAROL
CAROL PETERSON,
PETERSON, andas
Individually and Next §
asNext
Friend
Friend ofRUBY
of RUBY P ETERSON;
PETERSON; and LONNY §
and LONNY
PETERSON, §
§
PETERSON,
§
PP
q
VS.
VS. §
SILVERADO
SILVERADO SENIOR
SENIOR LIVING,
LIVING, INC.
INC. §
d/b/a
SILVERADO
SENIOR
LIVING
—
d/b/a SILVERADO SENIOR LIVING — §
SUGARLAND
SUGAR LAND § HARRIS
HARRIS C OUNTY,
COUNTY, TEXAS
TEXAS
ORDER GRANTING SILVERADO’S
FIRST
AMENDED
PLEA
THE
TO
ORDER
JURISDICTION
GRANTING SILVERADO'S
FIRST AMENDED PLEA TO THE JURISDICTION
BEITREMEMBERED
BE IT REMEMBERED that thisday
onthis
that on cameon
day came on to beconsidered
tobe Defendant,
considered Defendant, Silverado
Silverado
SeniorLiving,
Senior Living,Inc.
Inc.d/b/aSilverado SeniorLiving
d/b/a Silverado Senior Living— SugarL
—Sugar and’sFFirst
Land's irstA mended
Amended Plea
Plea to the
to the
Jurisdiction and the Court after reviewing
Jurisdiction andtheCourt reviewing such
such motion
motion iissoftheopinion
of the opinion tthat
hattthis
hisMotion iswell
Motion is well
takenshould
taken should beinallthings GRANTED.
be in all things GRANTED.
ItisHEREBY ORDERED,
It is HEREBY ORDERED, ADJUDGED and
ADJUDGED and DECREED
DECREED that CAUSE
thatCAUSE NO.427,208
NO. 427,208is
is
DISMISSED
DISMISSED W ITHPREJUDICE
WITH PREJUDICE to as to
to refiling as Silverado
to Silverado SeniorLiving,
Senior Living,Inc.
Inc.d/b/aSilverado
d/b/a Silverado
Senior
Senior Living
Living —Sugar
— Sugar L and.
Land.
Allrelief expressly
notexpressly
All relief not granted
granted herein isdenied.
herein is denied.
SIGNED
SIGNED this
this dayof
'44 day of C-72.4 u 20 5-•
.
GEP SIDING
GE P '1 SIDING
4816-7740-7520.]
4816-7740-7520.1
Silverado Appx. 0029
No. 1-15-567-CV 1513
PROBATE COURT 11
No.427,208
No. 427,208
INTHE
IN GUARDIANSHIP
THE GUARDIANSHIP OF
OF §§ IN THE PROBATE
INTHE COURT
PROBATE COURT
RUBYPETERSON,
RUBY §§ NUMBER ONE(1)OF
NUMBER ONE (1) OF
fm
§
ANINCAPACITATED PERSON
AN INCAPACITATED PERSON §§ HARRIS
HARRIS COUNTY,
COUNTY, T:E)&S`
ORDER
ORDER AUTHORIZING
AUTHORIZING PAYMENT
PAYMENT OFAPPOINTEE’S
OFAPPOINTEE'S FEESAND
FEES AND ES
ra i S •11
PURSUANT
PURSUANT TO TEXAS ESTATESCODE
TOTEXAS SSECTION
CODE ECTION1054.05
1054.0554
ryi FORTHETIME
PERIOD 272014
MARCH OCTOBER
THROUGH
FOR THE TIME PERIOD MARCH 27, 2014 THROUGH OCTOBER 31%
tv Onthisday,
On he Courtconsidered
this day, tthe theAmended
considered forfor Payment oqkp 'nteet
the Amended Application
FeesandExpenses TexasEstates
to Texas CodeSection
EstatesCode 1054.055 fortheTime March
Fees and Expenses Pursuant to Section 1054.055 for the Time Period March
27, October31,
ThroughOctober
27,2014 Through 2014, (hereinafter referred
31,2014, referred to as the"Application")
to as of
on behalf of
the "Application") on
Applicant JILLW.
Applicant JILL YOUNG
W.YOUNG (hereinafter
(hereinafter referred
referred toas
to "Appointee"),
as"Appointee"), whowas
who appointed
wasappointed bythe
by the
Courton
Court onMarch 27,2014intheabove
March27, entitledand
2014 in the above entitled andnumbered guardianship
numbered guardianship proceeding
proceeding toserve
to serve
as the
as GuardianAd
theGuardian Litemtotorepresent
Ad Litem representtheinterests ofofRUBY
the RUBYPETERSON, alleged
analleged
PETERSON, an
(hereinafter
Person(hereinafter
Incapacitated Person sometimes referred
sometimes referred tto as "Ms.
o as Peterson")
"Ms. Peterson") herGuardian
asher
as Ad
Guardian Ad
Litem.
Litem. e3Q
-26 and of$293.28 to be
TheCourt findsthat
The Court finds the requested feesof
thattherequested expenses
fees of 934782044 and expenses of to be
reasonableand
reasonable compensation
necessarycompensation
and necessary for
for the
the services andthat
servicesrendered, and thatthe Application
theApplication
should
should begranted.
be Itistherefore,
granted. It is therefore,
ORDERED,
ORDERED, that Guardian AdLitem’s
and DECREED, thatGuardian
ADJUDGED andDECREED,
ADJUDGED feesand
Ad Litem's fees expenses
and expenses
51 613
inthetotal
in amount
the total amount of$38,113.28 are
of approved
areapproved andshall
and shall b
beepaid
paid to thelawfirm
to the ofMaclntyre
law firm of Maclntyre
McCulloch
McCulloch Stanfield
Stanfield & with funds fromMs.Peterson’s
LLPwithfunds
& Young, LLP from Ms. Peterson's estate.
estate.
SIGNED
SIGNED of
thisthis 41-Ay of' , 201k
0042432
100992 001723 0042432
Authorizing
OrderAuthorizing
Order ofAppointee’s
Payment of Appointee's Fees andExpenses
Feesand
Page I1l
Silverado Appx. 0030
No. 1-15-586-CV 3819
APPROVED:
APPROVED:
MACINTYRE MCCULLOCH STANFIELD
MACINTYRE MCCULLOCH STANFIELD
& YOUNG, LLP
&YOUNG, LLP _
—
By:
JIL . YOUNG
`il oun
1il oung@mmlawtexas.com
State BarN0.00797670
No. 00797670
2900 Weslayan, Suite 150
2900 150
0 Houston, Texas 77027 77027
(713) 572-2900
(713) 572-2900
(713)
(713) 5 72-2902
572-2902 (FAX)
(FAX)
GUARDIAN AD LITEM
GUARDIAN AD LITEM
FOR RUBY
FOR RUBY PETERSON
RECORDER'S MEMORANDUM:
deury.i. Pie instrument woo
At theto
timo e xA thotoorop
found beof
Inaequ
d ate Igo linc baiowbon or
sioniglity,
reproduction because of An btooltouto,
100992001723 0042432
100992 001723 0042432 of
photo copy, dkicalored paper, ota.
widNone ond amigos woro mead of tho VON
Order 2
Authorizing Payment of Appointee's Fees and Expenses was Mid Ind icardid.
the ipstorment
Page 12
Silverado Appx. 0031
No. 1-15-586-CV 3820
010BATE COURT
1
CAUSENO.
CAUSE NO. 427,208— 4o
MACKEY ("MACK") GLEN PETERSONPETERSON § PROBATE COURT
INPROBATE
IN COURT NO. 11
PETERSON;
PETERSON; TONYA
TONYA PETERSON
PETERSON §
Individually
Individually and asNext
and as Friendooff
NextFriend § on
RUBY PETERSON; DON LESLIE PETERSON;
CAROL
PETERSON,
CAROL PETERSON, Individually and as Next § 31.
"T1
FriendofRUBY
Friend of RUBY PETERSON;
PETERSON; and LONNY
and LONNY §
PETERSON,
PETERSON,
tv 7-7
rn
vs.
VS.
twa
SILVERADO SENIORLIVING, INC. "wa
SILVERADO SENIOR LIVING, INC. §
d/b/aSILVERADO
d/b/a SENIOR
SILVERADO SENIOR LIVING
LIVING —— §
SUGARLAND
SUGAR LAND § HARRISC
HARRIS OUNTY,
COUNTY, TEXAS
TEXAS
ORDER
GRANTING
APPLICATION
FORATTORNEY
FEES
PURSUANT
TO
ORDER GRANTING APPLICATION FOR ATTORNEY FEES PURSUANT TO
RULE91a ORDER
RULE ORDER ENTERED ONNOVEMBER
ENTERED ON 2014
NOVEMBER 10, 2014
BEITREMEMBERED thaton
BE IT REMEMBERED that thisday
onthis day came beconsidered
ontotobe
cameon Defendant,
considered Defendant, Silverado
Silverado
SeniorLiving,
Senior Inc.d/b/aSilverado
Living, Inc. SeniorLiving
d/b/a Silverado Senior Living —
—— SilveradoSeniorLiving,
Sugar Silverado Inc.d/b/a
Senior Living, Inc. d/b/a
SilveradoSenior
Silverado SeniorLivingSugar LandA
Living Sugar Land PP
licationforAttorney
Application for Attorney FeesPursuant Rule91aOrder
Fees Pursuant ttoo Rule 91a Order
Entered OnNovember
Entered On 10,2014
November 10, andtheCourt
2014 and after
the Court after reviewin
reviewing suchmotion,
such motion, supplement,
supplement, any
any
response
response thereto, objections
thereto, objections andresponse,
and response,andoral
and argument
oral argument isoftheopinion
is of the opinion tthat
hatthisMotion
this Motion iiss
welltaken
well takenshould
should beinallthings
be GRANTED.
in all things GRANTED.
ITISTHEREFORE
IT ORDERED,
IS THEREFORE ORDERED, thatSilverado
that SeniorL
Silverado Senior iving,IInc.
Living, nc.d/b/aSilverado Senior
d/b/a Silverado Senior
Living s.•••9
Living —Sugar
— SugarLand
Landbbe
eawarded
awardedits costsaand
itscosts ndattorneys’
attorneys' fees
fees iinnthe amount of$
the amount of $ 13 •
ITISFURTHER
IT ORDERED,
IS FURTHER ORDERED, that Silverado
thatSilverado Senior
Senior Living,
Living, d/b/aSilverado
Inc.d/b/a
Inc. Silverado Senior
Senior
Living
Living —Sugar
— SugarLLand
andbeawarded
be awardedits costsaand
itscosts ndattorneys’
attorneys' fees
fees inthe amount of$
in the amount of $ r) not, --in
an
theevent
the event of appeal, $$ 7S0 0 — ifplaintiff
of appeal, filesaa WritofError
if plaintiff files or Petition
Writ of Error or Petition forReview
for Review with
with
tr)
theSupreme
the SupremeCourt
Court ofTexas,
of and$
Texas, and ZSCIO =if the Writ ofError
the Writ or Petition
of Error or Petition for
for R eview
Review isGranted
is Granted
bytheSupreme CourtofTexas.
by the Supreme Court of Texas.
4811-0648·8097.1
4811-0648-8097.1
Silverado Appx. 0032
No. 1-15-567-CV 1514
Allrelief
All notexpressly
relief not granted
expressly granted hereinisisdenied.
herein denied.
SIGNEDthis
SIGNED 7 144 dayof
day of 2015.
GPR1I G
Approved andEntry
Approved and Requested
Entry Requested By:
By:
/S/Christian
IS/ Christian R.J0hns0n
R. Johnson
JOSH DAVIS
JOSH K. DAVIS
StateBarNo. 24031993
State Bar No. 24031993
CHRISTIAN
R.JOHNSON
CHRISTIAN R. JOHNSON
StateBarNo.24062345
State Bar No. 24062345
LEWISBRISBOIS
LEWIS BRISBOISBISGAARD
BISGAARD &SMITH,
& LLP
SMITH, LLP
WeslayanTower,
Weslayan Tower,Suite
Suite1400
1400
24Greenway
24 Plaza
Greenway Plaza
Houston,
Houston, Texas77046
Texas 77046
(713)659-6767
(713) 659-6767Telephone
Telephone
(713)759-6830
(713) 759-6830 Facsimile
Facsimile
ATTORNEYS FOR FORDEFENDANTS,
DEFENDANTS,
SILVERADO
SILVERADO SENIOR
SENIOR LIVING,
LIVING, INC. D
INC. /B/A
D/B/A
SILVERADO
SILVERADO SENIOR
SENIOR LIVING
LIVING SUGAR
SUGAR LAND
LAND
481
4811-0648-8097.1
Silverado Appx. 0033
No. 1-15-567-CV 1515
427,208
NO.
CAUSE 401
CAUSE NO. 427,208
MACKEY GLEN
MACKEY ("MACK") GLEN PETERSON
PETERSON INPROBATE NO.I
COURT
IN PROBATE COURT NO. 1
PETERSON;
PETERSON; TONYA PETERSON
TONYA PETERSON
Individually and Next F
as Next
and as riendooff
Friend §
RUBY PETERSON;DON
PETERSON; LESLIEPETERSON;
DONLESLIE
C1
ni RUBY PETERSON; § .0
0,1 PETERSON,
CAROLPETERSON,
CAROL andas
Individually and asNext
Next §§
Friend
Friend ofRUBY PETERSON; and
of RUBY PETERSON; LONNY
and LONNY §
PETERSON,
PETERSON,
Bl
vs.
VS.
SILVERADO
SILVERADO SENIOR
SENIOR LIVING,
LIVING, INC.
INC. §
SILVERADO
d/b/a SILVERADO SENIOR
SENIOR LIVING
LIVING — §
LAND
SUGAR
SUGAR LAND § HARRIS COUNTY,
HARRIS TEXAS
COUNTY, TEXAS
DENYING
ORDER TORECONSIDER
MOTION
9la DISMISS
TO
MOTION ANDMOTIONSANCTIONS
FOR
ORDER DENYING MOTION TO RECONSIDER
91a MOTION TO DISMISS AND MOTION FOR SANCTIONS
BEIT REMEMBERED
BE IT REMEMBERED that on thisday
that on cameon
this day came tobe
on to considered
beconsidered Plaintiffs Motionto
PlaintiffsMotion to
Reconsider Rulings
Reconsider with Affidavit ofInability
Rulings with of Inability to PayandCounter
to Pay Motion
and Counter Motion forSanctions
for and/or
Sanctions and/or
Application
Application ofClean
of Clean Hands Doctrine
HandsDoctrine andBrief
and Brief in ofMotion
inSupport of Motion to Reconsider
toReconsider andRescind
and Rescind
Rule 91A Dismissal
Rule9lA ofSilverado
Dismissal of Silverado and Sanctions Orders
andSanctions andthe
Orders and the Court after reviewing
after reviewing such motion,
suchmotion,
briefing and any responses isoftheopinion
and anyresponses thatthisMotion
is of the opinion that andBrief
this Motion and Brief in Support
inSupport should be
shouldbe
DENIED.
DENIED .
Itistherefore
ORDERED Motion
Plaintiffs’
that and Rule
Rescind
9la
toReconsider
It is therefore ORDERED that Plaintiffs' Motion to Reconsider and Rescind Rule 91a
Dismissal
Dismissal of Silverado andRequest
ofSilverado forSanctions
and Request for against
Sanctions against Silverado
Silverado andJosh
and DavisisisHEREBY
Josh Davis HEREBY
DENIED.
DENIED.
Allrelief
All relief not expressly
notexpressly granted
granted hereinisisdenied.
herein denied.
day of
this 7 744 day
SIGNED 7,1/2
IDING
GE
SIGNED this of 20447
4845-9192-5280.1
4845-9192-5280.1
Silverado Appx. 0034
No. 1-15-567-CV 1524
427,208
CAUSE NO. 427,208 —q-D
MACKEY
MACKEY ("MACK") GLEN PETERSON
("MACK") GLEN PETERSON § IN PROBATECCOURT
INPROBATE OURTNO.l
NO. 1
PETERSON; TONYA PETERSON
PETERSON; TONYA PETERSON §
Individually and asNext
and as NextF riendooff
Friend §
RUBY PETERSON;
RUBY DON LESLIEPETERSON;§
PETERSON;DONLESLIE PETERSON;
CAROL
CAROL PETERSON, Individuallyand
PETERSON, Individually asNext
andas Next §
FriendofRUBY
Friend PETERSON;and
of RUBYPETERSON; and LONNY
LONNY §
PETERSON, §
PETERSON,
§
VS.
SILVERADO SENIORLIVING,
SILVERADO SENIORLIVING,INC.
INC. §
d/b/a
d/b/a SILVERADO SENIOR
SILVERADO SENIOR LIVING
LIVING ——
— §
SUGAR
SUGAR LAND
LAND § HARRISCOUNTY,TEXAS
HARRISCOUNTY, TEXAS
ORDER
GRANTING
BREACH
OF
PLAINTIFFS’ 91aMOTION
SILVERADO’S
BREACH
AND/OR
TRUST OF DUTY
TODISMISS
FIDUCIARY
ORDER GRANTING SILVERADO'S 91a MOTION TO DISMISS
PLAINTIFFS' BREACH OF TRUST AND/OR BREACH OF FIDUCIARY DUTY
BE IT REMEMBEREDthat
BEITREMEMBERED onthisday
thaton to beconsidered
came onto
this daycameon
Defendant,Silverado
be considered Defendant,Silverado
Senior
Senior Living, Inc. d
Living, Inc. /b/aSilverado
d/b/a Senior Living
Silverado Senior Living — SugarLLand's
—Sugar and’sMotion
Motionto
DismissPursuanttoto
to DismissPursuant
TRCP R
TRCP Rule 91a andtheCourt
ule9laand afterrreviewing
the Courtafter eviewing motion,supplement
suchmotion,
such and anyresponse
supplement andany responsethereto
is
thereto is
oftheopinion thattthis
of the opinionthat hisMotion
Motioniis akenshould
wellttaken
swell shouldbbe
einallthings GRANTED.
in all things GRANTED.
claim forbreach
PLAINTIFFS'claimfor
PLAINTIFFS’ breachof
oftrust
and/orbreachof dutyis hereby
trust and/or breach of fiduciary duty is hereby
DISMISSED WITH PREJUDICE
DISMISSED WITH as to
PREJUDICE as
Silverado Senior Living, Inc.d/b/aSilverado SeniorLiving
to Silverado Senior Living, Inc. d/b/a Silverado Senior Living
—Sugar Land.
— Sugar Land.
IT IS FURTHER
IT IS
ORDERED, thatSilveradoSeniorLiving,Inc.d/b/aSilveradoSenior
FURTHER ORDERED, that Silverado Senior Living, Inc. d/b/a Silverado Senior
Living SugarLandbeawarded its costsaand
ndattomeys’ feesintheamount of$2,692.50.
— Sugar Land be awarded itscosts
Living — attorneys' fees in the amount of $2,692.50.
IT IS FURTHERORDERED, thatSilveradoSeniorLiving,Inc.d/b/aSilveradoSenior
IT IS FURTHER ORDERED, that Silverado Senior Living, Inc. d/b/a Silverado Senior
Living SugarLandbeawarded its costsandattomeys’
Living — Sugar Land be awarded itscosts
feesintheamount of$750intheevent
and attorneys' fees in the amount of $750 in the event
Plaintiffs’ motion reconsider, $10,000.00 intheeventofappeal, $7,500.00 ifplaintiff files
to reconsider, $10,000.00 in the event of appeal, $7,500.00 if plaintiff filesaa
Plaintiffs' file aa motion to
WritofErrororPetition
Writ of Erroror
forReview withtheSupreme Court ofTexas, and$7,500.00 iftheWritof
Petition for Review with the Supreme Court of Texas, and $7,500.00 if the Writ of
Error Petition forReview isGranted bytheSupreme CourtofTexas.
Error o
orr Petition for Review is Granted by the Supreme Court of Texas.
4836-8349-2129.1
4836-8349-2129.1
Silverado Appx. 0035
No. 1-15-567-CV 1531
All not expressly granted hereinis
All relief not is denied.
D.
this
SIGNED
SIGNED this 9 4-4 day of 2015.
0
ki J GE
.
a
4836-8349-2129.1
Silverado Appx. 0036
No. 1-15-567-CV 1532
Cause No. 4
Cause No. 27208
427208
INTHE GUARDIANSHIP OF
IN THE GUARDIANSHIP OF § IN THE PROBATE
INTHE PROBATE COURT
COURT
RUBY
RUBY S.PETERSON,
S. PETERSON, § NUMBER
NUMBER ONE
ONE (1)OF
(1) OF
§
AN INCAPACITATED PERSON
ANINCAPACITATED PERSON § HARRIS C
HARRIS OUNTY,
COUNTY, TEXAS
TEXAS
Cause No. 2
Cause No. 014-40980
2014-40980
MACKEY(“MACK”)
MACKEY ("MACK")GLENGLEN PETERSON,§
PETERSON, § IN THE DISTRICT
INTHE COURT O
DISTRICT COURT OFF
Individually
Individually and Next F
as Next
and as riendooffRUBY
Friend RUBY §
PETERSON, DONLESLIE
PETERSON, DON LESLIE PETERSON,
PETERSON, §
Individually
Individually and Next F
as Next
and as riend
Friend ofRUBY
of RUBY §§
0 PETERSON, andLONNY
PETERSON, and LONNY P ETERSON,
PETERSON, §
Individually and
Individually Next F
as Next
and as riendooffRUBY
Friend RUBY §
PETERSON,
PETERSON, §§
Plaintiffs
Plaintiffs §§
vs.
vs. § HARRIS COUNTY, TEXAS
HARRIS COUNTY, TEXAS
§
CAROL
CAROL A MANLEY, DAVID
NNEMANLEY,
ANNE DAVID §
PETERSON, SILVERADO
PETERSON, SILVERADO SENIOR IVING§§
SENIORLLIVING
FACILITY, TANA MCMILLON,
FACILITY, TANA MCMILLON, DR.
DR. §
andDR.
REBECCACLEARMAN,
REBECCA CHRIS §
MERKL,
MERKL,
CLEARMAN, and DR. CHRIS §
§§
Defendants
Defendants §§ JUDICIAL DISTRICT
129th JUDICIAL DISTRICT
ORDER A
ORDER PPROVING
APPROVING APPOINTEE’S
APPOINTEE'S FEES
FEES &EXPENSES
& EXPENSES
BE IT REMEMBERED that
BEITREMEMBERED on thisday
that on this day came on forconsideration
came on the Application for
for consideration theApplication for
Approval ofAppointee
Approval Fees &Expenses
of Appointee Fees & Expenses ofW.Russ Jones, who
of W. Russ Jones, who was appointed Attorney Ad
was appointed Ad
Litem Ward herein,
for the Proposed Ward
Litem fortheProposed by order o
herein, byorder Judge L
offJudge oydH.
Loyd on February
H. Wright on February 25,2014,
25, 2014,
and the Court, after reviewing
andtheCourt, and supporting evidence,
the application andsupporting
reviewing theapplication is of the opinion tthat
evidence, isoftheopinion hatthe
the
application
application should
should b granted; Itis,therefore,
beegranted; It is, therefore,
Silverado Appx. 0037
No. 1-15-567-CV 1614
.
ORDERED
ORDERED thattheApplication
that the Application for Approval ofAppointee
forApproval of Appointee Fees & Expenses of
Fees &Expenses of Attorney
Attorney
AdLitem
Ad W.Russ
Litem W. Jonesbe,
Russ Jones be,andthe sameisishereby
and the same hereby g ranted,
granted, and that Appointee W.Russ
andthatAppointee W. Russ Jones
Jones
bepaidfrom
be the Estate o
paid from theEstate offRuby
Ruby S.Peterson attorneys' feesand
S. Peterson attomeys’ expenses inthe
fees and expenses amount of
in the amount of
,. 00
$$u.9 forwhich
,, for let executionissue
whichletexecution ifnot
issue elypaid.
if not ely paid.
015,
SIGNED
SIGNED HarrisCounty,
atHarris
at County, Texas thisthe
onthis
Texas on of
the ci / bay of ,, ..
0
By:
DGESIDING
GE " SIDING
D
P1
04
*it
‘ GIS
Silverado Appx. 0038
No. 1-15-567-CV 1615
0
427,2081401
CAUSE NO. 427,208
0
0 MACKEY (“MACK")
MACKEY GLEN PETERSON
("MACK") GLEN PETERSON § IN PROBATECCOURT
INPROBATE OURTNO.I
NO. I
PETERSON;TONYA PETERSON
PETERSON; TONYA PETERSON §
Individuallyand
Individually asNext
and as Friendof
NextFriend of §
RUBY PETERSON;
RUBY DON LESLIEPETERSON;§
PETERSON;DONLESLIE PETERSON;
CAROL PETERSON,
CAROL Individuallyand
PETERSON, Individually asNext §
0
andas Next
Friend of RUBYPETERSON;
FriendofRUBY PETERSON;andand LONNY
LONNY §
PETERSON,
PETERSON, §
VS.
VS.
SENIORLIVING,INC.
SILVERADO
SILVERADO SENIOR LIVING, INC. §
· d/b/a
d/b/a SILVERADO SENIOR
SILVERADO SENIOR LIVING
LIVING -
— §
SUGAR
SUGAR LAND
LAND § HARRISCOUNTY,TEXAS
HARRISCOUNTY, TEXAS
ORDER
GRANTING TTO
TO
PLEA ORDER
MODIFY
MOTION
SILVERADO’S
JURISDICTION
HE
GRANTINAMENDED
GFIRST
ORDER GRANTING SILVERADO'S MOTION TO MODIFY ORDER
GRANTING FIRST AMENDED PLEA TO THE JURISDICTION
BEIT REMEMBEREDthat
BE IT REMEMBERED onthisday
thaton came onto
this daycameon
be consideredDefendant,Silverado
to be considered Defendant, Silverado
Senior Living,
Senior Inc. d
Living, Inc. /b/aSSilverado
d/b/a ilverado Senior
Senior Living
Living S ugar
Sugar
LandMotiontoModify
Land Motionto
OrderGranting First
Modify Order Granting First
AmendedPlea
Amended to theJurisdiction
Pleato
andtheCourtafterreviewing suchmotiontogether with any
the Jurisdiction and the Court after reviewing such motion together withany
response thereto
response isoftheopinion thatthisMotion iswelltakenshould beinallthingsGRANTED.
thereto is of the opinion that this Motion is well taken should be in all things GRANTED.
ItisHEREBY ORDERED, ADJUDGED andDECREEDthattheSecond ofthe
It is HEREBY ORDERED, ADJUDGED and DECREED that the Second Paragraph of the
OrderGranting FirstAmended PleatotheJurisdiction
Order Granting First Amended Pleato
isHEREBY STRICKEN and tobe
the Jurisdiction is HEREBY STRICKEN and modified to be
REPLACEDwiththefollowing:
REPLACED with the following:
ItisHEREBY ORDERED, andDECREEDthatPLAINTIFFS Carol
It is HEREBY ORDERED, ADJUDGED and DECREED that PLAINTIFFS Carol
PetersonandTonyaPeterson donothavestanding to bringclaimsonbehalfof
Peterson and Tonya Peterson do not have standing to bring claims on behalf of
RUBYPETERSON nextfriendsor otherwise.Thesolepersons withstanding to
as next friendsor
RUBY PETERSON as The sole persons with standing to
bringclaims behalfof RUBYPETERSONre DavidPeterson,CarolManley
on behalf of RUBY PETERSONaare
bring claimson David Peterson, Carol Manley
and/orherCourtappointed adlitems.
and/or her Court appointed ad !items.
Silverado Appx. 0039
No. 1-15-567-CV 2133
0 0
Allrelief expressly grantedherein
All relief not expressly hereiniis
sdenied.
denied.
this
SIGNED this /2- day of 2015.
•-,
JUDGE
Silverado Appx. 0040
No. 1-15-567-CV 2134
CAUSENo.427,208
NO. 427,208 -Ho \
MACKEY
MACKEY ("MACK")
("MACK") GLEN
GLEN PETERSON
PETERSON § INPROBATE COURTNNO.
IN PROBATECOURT O.lI
PETERSON;
PETERSON; TONYA
TONYA PETERSON
PETERSON §
andasNext of
Friend
Individually and as Next Friend of §
RUBY PETERSON;DONLESLIE
RUBY PETERSON; DON LESLIEPETERSON;§
PETERSON;
CAROL PETERSON,
CAROL PETERSON, Individually
Individuallyand asNext
andas Next §
0 FriendofRUBY
of RUBYPETERSON;
PETERSON;andand LONNY
LONNY §
PETERSON,
VS.
VS.
SILVERADO SENIOR
SILVERADO SENIOR LIVING,INC.
INC. §
d/b/a SILVERADO SENIOR
SILVERADO SENIOR LIVING
LIVING —
— §
n SUGAR LAND
SUGAR LAND §§ COUNTY,TEXAS
HARRISCOUNTY,TEXAS
MODIFIEDORDERGRANTINGSILVERADO’S
FIRST
FIRSTAMENDED
AMENDEDPLEA TOTHE
PLEATO THEJURISDICTION
MODIFIED ORDER GRANTING SILVERADO'S
JURISDICTION
BEITREMEMBERED
BE IT REMEMBEREDthat onthisday
thaton this daycame tobeconsidered
onto
cameon be consideredDefendant,
Defendant,Silverado
Silverado
SeniorLiving,Inc. d/b/a Silverado Senior
Senior Living, Inc.d/b/aSilverado
Living—Sugar
Senior Living—-
Land’sFirstAmended Plea tothe
Sugar Land's First Amended Pleato the
Jurisdiction
Jurisdiction andtheCourt
reviewing suchmotiontogether withsupplementation and any
and the Court after reviewing such motion together with supplementation andany
responsethereto isoftheopinion thatthisMotion iswelltakenshould beinallthingsGRANTED.
response thereto is of the opinion that this Motion is well taken should be in all things GRANTED.
ItisHEREBY ORDERED, ADJUDGED andDECREED thatPLAINTIFFS CarolPeterson
It is HEREBY ORDERED, ADJUDGED and DECREED that PLAINTIFFS Carol Peterson
andTonyaPeterson do nothave
and Tonya Peterson do not
standingtobring
have standingto
claimsonbehalf
bring claimson
ofRUBY PETERSON
behalf of RUBY PETERSONas
next
as next
friends
friends or
otherwise.Thesolepersonsw
or otherwise. The sole persons
ithstanding to bringclaims n behalf
with standing to bring claimsoon
of RUBY
behalf of RUBY
PETERSON areDavidPeterson, CarolManley and/orherCourtappointed adlitems.
PETERSON are David Peterson, Carol Manley and/or her Court appointed ad litems.
Allrelief notexpressly granted hereinisdenied.
All relief not expressly granted herein is denied.
SIGNEDthis dayof
SIGNED this /2,4-4 day of AA
2015.
2015.
J DGE
SIDING
ESIDING
4849-4764-0354.1
Silverado Appx. 0041
No. 1-15-567-CV 2135
‘ ENTRY
DATA
DATA ENTRY
PICK -UP THIS DATE
PROBATE COURT I 1
NO.427,208
NO. 427,208
INRE:GUARDIANSHIP
IN RE: GUARDIANSHIP OF
OF § INTHE
IN PROBATE
THE PROBATE COURT
COURT
RUBYPETERSON,
RUBY PETERSON, § NUMBER
NUMBER ONE(1)
ONE (1)OF
OF
ANINCAPACITATED
AN INCAPACITATED PERSON
PERSON § HARRIS COUNTY,TEXAS
HARRIS COUNTY, TEXAS
FINAL JUDGMENT
Onthis
day, ontobeheard
came theFourth
Amended
Original
Petition
and
Contest
to
On this day, came on to be heard the Fourth Amended Original Petition and Contest to
Guardianship
Guardianship Application, by Donny Leslie
Application, filed byDonny Leslie Peterson
Peterson aand
ndMackey
Mackey G lenPeterson,
Glen Peterson, andthe
and the
Answer,
Answer, Contest
Contest theOriginal
tothe
to Petition
Original Petition forAppointment
for ofTemporary
Appointment of TemporaryandPermanent
and Guardian
Permanent Guardian
of the
of thePerson andEstate
Person and ofRuby
Estate of RubyS. Peterson,
S. Peterson, forDeclaratory
for Judgment,
Declaratory Judgment, andforAltemative
and for Alternative
Restraining
Relief, Temporary Restraining Order,Temporary
Order, Temporary Injunction
Injunction andPermanent
and Injunction,
Permanent Injunction, and
and
supplements
supplements thereto, byCarol
thereto, filed by AnnManley
Carol Ann andDavid
Manley and Peterson,
David Peterson, individually,
individually, and
and as Ruby
as Ruby
Peterson’s
Peterson's underaa durable
agentunder
agent durablepower of attorney.
powerof attomey.This Court, having reviewed
havingreviewed thepleadings
the pleadings
makes thefollowing
makes the
1.
1. This
findings
following findings
ThisCourt
by
‘
byaapreponderance
preponderance
hasjurisdiction
Courthas
finalization oftheguardianship
Peterson”);
oftheevidence:
of
jurisdiction ofthis
the evidence:
causeandretains
of this cause
estate of
of the guardianship estate
and retains jjurisdiction
RubyS.
of Ruby
urisdiction
S.Peterson,
over the
over
Deceased
Peterson, Deceased
the
("Mrs.
("Mrs.
Peterson");
2.
2. ThisCourt
This Courthas underthe
venueunder
has venue provisions
the provisions of Section
of Section1023.001
1023.001 theTexas
ooff the Texas
EstatesCode Mrs.Peterson’s
as Mrs.
Estates Code as permanent
Peterson's permanent residencewas
residence inHarris County,
wasin County,
Texas;
Texas;
3.
3. Duenotice
Due notice o
offthepleading
the pleading hasbeen givenas
has been given asrequired
required b
byylaw;
law;
4.
4. Mrs.Peterson,
Mrs. Peterson,priorttooherdeath,
prior her death, was servedw
was served ithcitation
with citation as required
as required b
byylaw;
law;
5.
5. MackPeterson,
Mack Peterson, DonPeterson
Don andLonny
Peterson and Lonny P eterson
Peterson aappeared
ppeared through
through ttheir
heirattomey
attorney
ofrecord,
of record, Philip
Philip Ross;
Ross;
6.
6. CarolAnn
Carol Manley
AimManley andDavid
and Peterson
David Peterson appeared
appeared through
through their attorney
their attorney ofrecord,
of record,
Sarah
Sarah Patel
Patel Pacheco;
Pacheco;
Silverado Appx. 0042
No. 1-15-586-CV 3948
7.
7. Theguardianship
The estateooffMrs.
guardianship estate Mrs. P eterson
Peterson appeared
appearedbyandthrough herattorney
by and through her attomey
adlitem,
ad Russ
W.Russ
litem, W. Jones,
Jones, licensed
anattorney licensed
an practice
topractice
to law intheState
law of
in the State of
Texas;
Texas;
8.
8. Mrs.
Mrs. P eterson’s
Peterson's fatherand
father andmother aredeceased;
mother are deceased;
9.
9. Mrs.
Mrs. Peterson
Peterson iswidowed.
is widowed.
10.
10. Mrs.Peterson
Mrs. Peterson has livingchildren:
hasfive living MackPeterson,
children: Mack DonPeterson,
Peterson, Don Lonny
Peterson, Lonny
Peterson, Carol A nnManley a ndDavid Peterson(collectively,the"Parties”);
Peterson, Carol Ann Manley and David Peterson (collectively, the "Parties");
11.
11. Mrs. Peterson
Mrs. Peterson has no permanent
has no guardian ofher
permanent guardian of her person orrestate;
person o estate;
Mrs.Peterson
12. Mrs.
12. Peterson executed
executed Durable
aaDurable Power
Power ofAttorney,
of Attomey, Appointment
Appointment ofthe
of the Durable
Durable
Power
Power ofofAttomey
Attorney ffor
orHealth Directive
Care,Directive
Health Care, to Physicians,
to Physicians, SaleofReal
Sale Property,
of Real Property,
al.,on
etal.,
et June23,1993
onJune (collectively,
23, 1993 (collectively, "Powerof
"Power ofAttomey"), appointing
Attorney"), appointing CarolAnn
Carol
Manley
Manley andDavid
and David Peterson
Peterson aassher
her agents;
agents;
13.
13. Mrs.Peterson
Mrs. Peterson ppurported
mported revoke tthe
ttoo revoke Power o
hePower offAttomey
Attorney d
dated June 23, 1993 by
atedJune23,1993 by
instruments d atedNovember 1 5,2013;
instruments dated November 15, 2013;
14.
14. Theinstruments
The entitledRevocation
instruments entitled Revocationof Previous
of Previous P owerof
Power of Attorney signedby
Attomeysigned by
Mrs.Peterson
Mrs. datedNovember
Peterson dated 15,2013
November 15, are voidandof
2013 are no effect.
void and of no effect.
15.
15. ThePower
The Power of Attorney dated
ofAttorney June 23,1993
dated June and remains in
is valid andremains
23, 1993 isvalid in effect;
16.
16. ThePower
The ofAttomey
Power of datedJune
Attorney dated June23,1993 provides
23, 1993 provides aa least restrictive
leastrestrictive altemative
alternative
to theappointment
tothe guardian ofMrs.
of a guardian
appointment of of Mrs. P eterson’s
Peterson's person andestate;
person and estate;
17.
17. Peterson F
ThePeterson
The amilyTrust
Family Trust NNo. (the"T1ust”)
o.22 (the createdunder
wascreated
"Trust") was theLastWill
underthe Last Will
andTestament ofTroyPeterson, D eceased,dated 24, 1994.
and Testament of Troy Peterson, Deceased, dated June 24, 1994.
18.
18. CarolAnn
Carol Annand andDavid appointed
wereappointed
David were initialco-trustees
asinitial
as co-trusteesoftheTrust.
of Since
the Trust. Since
appointment andthrough
theirappointment
their and through thethe Effective Date,CarolAnn
Date, Carol Ann andandDavidhave
David have
acted
acted accordance with
inaccordance
in with tthe terms ofthe
heterms of the Trust and should
andshould bereleased
be from
released from all
all
liability
liability date.
ttoo date.
19.
19. October 29,2014,
OnOctober
On resolveany
to resolve
29, 2014, to disputes,
anydisputes, theParties enteredinto
the Parties entered binding
into aa binding
non-revocable mediated
non-revocable mediated ssettlement
ettlement agreement, pursuant
agreement, to TexasEstates
pursuant to Code
Texas Estates Code
Section 1 055.151,at theconclusion ofmediation (the“Agreement");
Section 1055.151, at the conclusion of mediation (the "Agreement");
20.
20. Agreement, which
TheAgreement,
The which is attachedhhereto
is attached as Exhibit
eretoas Exhibit A andincorporated
A and bythis
incorporated by this
reference
reference as if fully
as if fullyset
setout verbatim,
out verbatim, is valid,
is binding,
valid,binding, non-revocable,
non-revocable, andinthe
and in the
best interestooff the
best interest guardianship
theguardianship estate of
estate RubyS.
of Ruby S. Peterson, andisishereby
Peterson,and hereby
approved;
approved;
2
Silverado Appx. 0043
No. 1-15-586-CV 3949
21.
21. TheCourthastaken
The Court has takenjudicial noticeofofits
judicialnotice itsfileandthepriortestimony ininthis
file and the prior testimony this
proceeding.
proceeding.
22.
22. Theevidence
The evidenceddeveloped
eveloped the abovefindings
the findingsandsuchfindings
and such findings ereeachfully
wwere each fully
proved a ndwere soproved i n supportofthisFinal J udgment.
proved and were so proved in support of this Final Judgment.
23. This
23. Final udgment
This FinalJJudgment
should
shouldbbe
eentered totothe
entered pursuant theterms oftheSettlement
terms of the Settlement
Agreement,
Agreement,attached heretoasasExhibit
attachedhereto ExhibitA.
A.
The
TheC ourt
Court furtherfinds byclear
findsby clearand
andcconvincing
onvincingevidence that:
evidence that:
1.
1.
The ofMrs.Peterson’s willbeprotectedby thesefindings.
The rights of Mrs. Peterson's property will be protectedbythese findings.
Itisaccordingly,
It is accordingly,
ORDERED,
ORDERED,
thatFinalJudgmentis herebyenteredon the terms of the parties’
that Final Judgment is hereby entered on the terms of the parties'
binding,non—revocable
mediatedsettlementagreementwhichis attachedhereto as
binding, non-revocable mediated settlement agreement which is attached hereto as
ExhibitA, and whichis incorporatedhereinby referenceas if set forth verbatim,
Exhibit A, and which is incorporated herein by reference as if set forth verbatim,
pursuantto Section1055.151(c)of the TexasEstatesCode. Itisfurther,
pursuant to Section 1055.151(c) of the Texas Estates Code. It is further,
ORDERED
thatallreliefnotexpressly
grantedhereinisdenied.
ORDERED that all relief not expressly granted herein is denied.
SIGNED
onthis "AAdayof ,2
SIGNED on this 1 Z day of --
Mid
DGE
Alrated.
Ili • GE ' SIDIN
A
3
Silverado Appx. 0044
No. 1-15-586-CV 3950
APPROV |0FORM:
0 FORM:
C' ES,P
ES, .C.
P.C.
By:
By:
|ELEL PACHECO
PACHECO ROSS
PHILIP ROSS
:- (TBA
(TBA ##17304200)
17304200)
0 ~|acheco .com ross law(&,hotmail.com
R
R BEDUZE 1006 Road
1006 Holbrook Road
(TB ·
(TB 05)
5) San Antonio,
SanAntonio, Texas
Texas 78218
78218
ti
kbeduze@craincaton.com 326-2100
(210)326-2100
(210)
o Suite1700
1401McKinney, Suite 1700
1401
ui Houston,
Houston, Texas
Texas 77010-4035
77010-4035 CANDICE
CANDICE SCHWAGER
SCHWAGER
(713) 658-2323
(713)658-2323 (TBA#24005603)
(TBA #24005603)
(713)658-1921
(713) 658-1921 (Facsimile)
(Facsimile) schwagerlawfirmlive.com
1417Ramada Drive
1417
Attorneys
Attorneysfor DavidPeterson
for David Petersonand Ann
and Carol Ann Houston,
Houston, Texas 77062
Texas 77062
Manley (832) 315-8489
(832)315-8489
(713)583-0355
(713) 583-0355 (Facsimile)
(Facsimile)
Attorneys for
Attorneys MackPeterson,
for Mack Peterson,Lonny Peterson
LonnyPeterson
and
and Don
Don Peterson
Peterson
UNDERWOOD,
UNDERWOOD, JONES&
JONES &SCHERRER,
SCHERRER, MACINTYRE,
MACINTYRE, McCULLOCH,
McCULLOCH, STANFIELD
STANFIELD
PLLC
PLLC & YOUNG, LLP
&YOUNG, LLP
44'
RUSS
W. |NE|
W. RUSS OUN
(TBA#109|805|
(TBA #109 |A#0079
((|TrA #0079 %To|))
law.com
dones@ui law.com jill.young@mmlawtexas.com
5177Richmond
5177 Richmond Avenue, Suite505
Avenue, Suite 505 2900 Weslayan
2900Weslayan Street, Suite150
Street,Suite 150
Houston,
Houston, 77056
Texas77056
Texas Houston,
Houston, Texas 77027
Texas 77027
(713)552-1144
(713) 552-1144 (713) 572-2900
(713)572-2900
(281)768-8588
(281) 768-8588 (Facsimile)
(Facsimile) (713) 572-2902
(713)572-2902 (Facsimile)
(Facsimile)
Attorney Ad Litem forRuby
Attorney AdLitem for Ruby S. Peterson
Peterson Guardian
Guardian A
AddLitem for Ruby S
Litem forRuby S..Peterson
Peterson
4
4
Silverado Appx. 0045
No. 1-15-586-CV 3951
C
DMA ENTRY couRT1
PROBATE COURT I
PICKUPT
PICKUP HIS
THISDATE
DATE
NO.
NO.427,208
427,208
IN RE: GUARDIANSHIP
IN RE: GUARDIANSHIPOF
OF § IN THEP
INTHEPROBATECOURT
ROBATECOURT
RUBY
RUBY PETERSON,
PETERSON, § NUMBER
NUMBEROONE (1)OF
NE(I) OF
AN INCAPACITATED PERSON
ANINCAPACITATED PERSON § HARRIS TEXAS
HARRISCCOUNTY,
OUNTY, TEXAS
ORDERDENYINGMOTION
ORDERDENYINGMOTIONTO
TODISMISS
DISMISS
Onthis day,tthe
On this day, heCourt
Courtconsidered
consideredtheMotion toDismiss,
the Motionto by MackeyGlen
Dismiss, filedbyMackey GlenPeterson,
Peterson,
Donny L
Donny esliePPeterson,
Leslie eterson, and LonnyPPeterson
andLonny eterson (collectively, "Plaintiffs"). Afterconsidering
(collectively, consideringthe
the
motion, any
motion, any responses
responses thereto, and e
thereto, and vidence
evidence submitted,the
theC ourt
Court thatPlaintif`fs’
findsthat Plaintiffs'Motion
Motionto
to
Dismiss sshould
Dismiss houldbedenied
be denied initsentirety. istherefore,
in its entirety. IIttis therefore,
that Motion
ORDERED isDENIED.
toDismiss
ORDERED that Plaintiffs' Motion to Dismiss is DENIED.
SIGNED
SIGNEDandENTERED this
and ENTERED this J Z.. dayof
day of , 201
070200/0000013
-I496583vl
070200/000001
376-1496583v1
Silverado Appx. 0046
No. 1-15-586-CV 3952
0 0
ASTOFORM:
APPROVED
APPROVED AS TO FORM:
CRAIN,
CRAIN, CATON &JAMES
CATON & JAMES
A Professional Corporation
AProfessional Corporation
By:
SARAHPATEL
SARAH PACHECO
PATELPACHECO
#00788164)
(TBA#00788164)
(TBA
spacheco@craincaton.com
KATHLEEN TANNER
KATHLEEN TANNER BEDUZE
BEDUZE
(TBA#24052205)
(TBA# 24052205)
kbeduze@craincaton.com
kbeduze@craincaton.com
Five Center
Houston
Five Houston Center
1401McKinney,
1401 Floor
McKinney, 17th Floor
Houston,
Houston, Texas 77010
Texas 77010
658-2323
(713)658-2323
(713)
658-1921
(713)658-1921
(713) (Facsimile)
(Facsimile)
Attorneys for David
Attarneysfar David P eterson
Peterson and Carol Ann
andCarol Ann Manley
Manley
RECORDER'S MEMORANDUM:
thettme
of
At the time of recordation, this Instrument was
;2 2 be
found to be Inadequate for the best photographic
070200/000001 reproduction because of Illegibility, carbon or
1496583vl
376- 1496583y1 An
photo copy, discolored paper, etc. All blackouts,
additions and changes were present at the time
the Instrument was flied and recorded.
Silverado Appx. 0047
No. 1-15-586-CV 3953
0
CAUSENO.
CAUSENO. 427,208-14D
MACKEY
MACKEY ("MACK") PETERSON
GLENPETERSON
("MACK") GLEN §§ INPROBATE
IN COURTNO.
PROBATE COURT NO.I1
PETERSON;
PETERSON; TONYA PETERSON
TONYA PETERSON §§
Individually and Next F
asNext
and as riendof
Friend of §§
RUBY PETERSON;
RUBY PETERSON; LESLIE PETERSON;§
DONLESLIE
DON PETERSON; §
CAROL
CAROL PETERSON,
PETERSON, Individually
Individually andas
and asNext
Next §§
Friend
Friend ooffRUBY
RUBY PETERSON;
PETERSON; andLONNY
and LONNY §§
PETERSON,
PETERSON, §§
§
VS.
VS. §§
§
SILVERADO
SILVERADO SENIORLIVING,
SENIOR INC.
LIVING, INC. §§
d/b/a
d/b/a SILVERADO
SILVERADO SENIOR
SENIOR LIVING
LIVING —— §§
SUGAR
SUGAR LAND
LAND §§ HARRIS
HARRIS COUNTY, TEXAS
COUNTY, TEXAS
ORDER
ORDER GRANTING
GRANTING SILVERADO’S
SILVERADO'S MOTION
MOTION FOR SUMMARY
FORSUMMARY JUDGMENT
JUDGMENT
BE IT REMEMBERED that
BEITREMEMBERED thisday
onthis
that on daycame
cameontotobe
on considered
beconsidered Defendant,
Defendant, Silverado
Senior
Senior Living,
Living, Inc.d/b/a
Inc. Silverado
d/b/aSilverado Senior
Senior Living
Living —Sugar
— Land's Motion
SugarLand’s Motion ffor Summary Judgment,
orSummary Judgment,
theCourt
andthe
and Court after reviewing
afterreviewing such motion
suchmotion together
together withsupplementation
with supplementationandany
and response
anyresponse thereto
thereto is
is
oftheopinion
of the opinion that thisMotion
thatthis iswell
Motion is takenshould
well taken shouldbeinallthings
be GRANTED.I
in all things GRANTED.
ItisHEREBY
It ORDERED,
is HEREBY ORDERED, ADJUDGED andDECREED
ADJUDGED thatallremaining
and DECREED that claimsby
all remaining claims by
Plaintiffs
Plaintiffs against Defendant
against Defendant Silverado
Silverado dismissed
aredismissed
are with prejudice.
with prejudice.
Allrelief
All relief not expressly
notexpressly granted
granted hereinisisdenied.
herein denied.
this
SIGNED
SIGNED this / 2- day of
dayof
AO
GE P SIDINGOL5
CID
4834·9222·94 I
4834-9222.9410.1
Silverado Appx. 0048
No. 1-15-567-CV 2145
DV
DV ,
DATA-ENTRY
DATA-ENTRY FILED
PICK UP THIS DATE PM
6/8/2015 5:21:59 PM
StanStanart
Stan
County Clerk
County Clerk
Harris
Harris County
County
NO. 427,208 PROBATE COURT 1 1
INRE:GUARDIAN
IN SHIPOF
RE: GUARDIANSHIP OF §§ INTHEPROBATE
IN COURT
THE PROBATE COURT
§
RUBY PETERSON
RUBY PETERSON §§ NO.ONE
NO. ONE
§§
ANALLEGED
AN ALLEGEDINCAPACITATED
INCAPACITATED §
PERSON
PERSON §§ HARRIS
HARRIS COUNTY,
COUNTY, TEXAS
TEXAS
427,208
401
NO. 427,208 - 401
MACKEY("MACK")
MACKEY ("MACK")GGLEN
LENPETERSON,
PETERSON, § § ININTHEDISTRICT COURT
THE DISTRICT COURT
PETERSON,
PETERSON, Individually, Next Friend §§
Next Friend
of RUBY
of RUBYPETERSON, DONLESLIE
PETERSON, DON LESLIE §§
PETERSON,
PETERSON, Individually andandas Next
asNext §§
ofRUBY
Friend, of PETERSON,
RUBY PETERSON, and
and §§
LONNYPETERSON,
LONNY Individuallyand
PETERSON, Individually and §§
NextFriend
Next FriendofofRUBY S.PETERSON,
RUBY S. PETERSON, §§§
§
Plaintiffs,
Plaintiffs, §
§
V.
V. §§ HARRIS
HARRIS COUNTY, TEXAS
TEXAS
§
CAROLANNEMANLEY,
CAROL ANNE MANLEY, §
DAVID
DAVID PETERSON, SILVERADO §§§
PETERSON, SILVERADO
SENIOR
SENIOR LIVING,
LIVING, INC.,
INC., d/b/a
d/b/a Silverado §§
Senior L iving
Senior Living — Sugar L and,
—Sugar Land, §§
§
Defendants.
Defendants. § 129TH
§ JUDICIAL
DISTRICT
129TH JUDICIAL DISTRICT
NOTICE OFAPPEAL
NOTICE OF APPEAL
TO
TO THE HONORABLE
THE HONORABLE JUDGE
JUDGE PRESIDING
PRESIDING AND
AND TO
TO THE JUSTICES
THE JUSTICES OFT
OF HE
THE
FIRST
ANDFOURTEENTH
JUDICIAL
DISTRICT
COURTS
OFAPPEALS:E
FIRST AND FOURTEENTH JUDICIAL DISTRICT COURTS OF APPEALS:
1
Silverado Appx. 0049
No. 1-15-586-CV 3955
NOW COME,
NOW COME, MACKEY
MACKEY GLEN
GLEN PETERSON,
PETERSON, TONYA
TONYA PETERSON, DON
PETERSON, DON
LESLIE PETERSON,
LESLIE PETERSON, andLONNY PETERSON
and LONNY PETERSON (("Plaintiffs"),
"Plaintiffs”), by andthrough
by and through
undersigned
undersigned counsel, andfiletheirNotice ofAppeal pursuant to
and file their Notice of TRAPRule
toTRAP Rule25.1,
25.1,
andwould
and showthe
would show theCourt follows:
asfollows:
Court as
1
1 MACKEY
GLEN
PETERSON;
TONYA
PETERSON,
LESLIE
DON
MACKEY GLEN PETERSON; TONYA PETERSON, DON LESLIE
LONNY
PETERSON, andLONNY PETERSON
PETERSON, and PETERSON desireto
desire toAppeal
Appeal from
from thefollowing
the following
Orders:
A
A Orderfor
Order forSanctions inCause
Sanctions in Nos. 4
Cause Nos. 27,208,and/or
427,208, 2014-40980,
and/or 2014-40980,
signed
signed November
onNovember
on 10,2014;
10, 2014;
B
B Orderon
Order DavidPeterson
onDavid PetersonandCarol
and AnnManley's
Carol Ann Motionffor
Manley's Motion or
Sanctions
Sanctions inCause
in Nos.4427,208-401,
Cause Nos. 27,208-401, signedon
signed on November 10,2014;
November 10, 2014;
C
C Ordergranting
Order grantingDefendant
Defendant Silverado
Silverado SeniorL
Senior iving,Inc.
Living, Inc.d/b/a
d/b/a
Silverado
Silverado SeniorLiving
Senior Living—
—Sugar
SugarL and'sR
Land's ule91amotion
Rule to dismiss
91a motion to dismiss
inCause
in Cause Nos. 427,208,
Nos. 427,208, signedon
signed onNovember 10,2014;
November 10, 2014;
D
D OrderGranting
Order GrantingAuthority
Authority forGuadian (sic)adlitem
for Guadian (sic) andAttorney
ad litem and ad
Attorney ad
litem ExecutePeterson
toExecute
litem to Peterson Rule11Agreement
Rule 11 Agreement inCause Nos.427,208,
in Cause Nos. 427,208,
signedon
signed November
onNovember 7,2014;
7, 2014;
E
E OrderGranting
Order GrantingAuthority forGuadian (sic)adlitem
for Guadian (sic) andAttorney
ad litem and ad
Attorney ad
litem
toExecute
Peterson
Rule
llAgreement
inCause
Nos.
427,208-
litem to Execute Peterson Rule 11 Agreement in Cause Nos. 427,208-
401,signed November
onNovember
401, signed on 7,2014;
7, 2014;
2
Silverado Appx. 0050
No. 1-15-586-CV 3956
F
F Order
Order denying
denying motion
motion reconsider
toreconsider
to 91amotion
91a motion dismiss
todismiss
to andmotion
and motion
forsanctions, signed
for signedon
on January 9,2015;
9, 2015;
G
G Ordergranting application
Order application forattorney's
for attorney's fees
fees pursuant to Rule9la
pursuant to Rule 91a
Order
entered
onNovember
10,2014,
signed 9,2015;
onJanuary
Order entered on November 10, 2014, signed on January 9, 2015;
H
H Ordergranting
Order grantingSilverado's
Silverado's amended
first amended pleato
plea to thejurisdiction,
the jurisdiction,
signedon
signed onJanuary
January 9
9,,2015;
2015;
II Ordergranting
Order grantingSilverado's
Silverado's 9la motion
91a motionto dismissPlaintiffs'
todismiss Plaintiffs'breach of
breach of
trust and/orbbreach
trust and/or reachof
offiduciary duty,ssigned
fiduciary duty, ignedon
on January
January 9
9,,2015;
2015;
inCause
in CauseNo.
No.427,208 and/or
427,208 and/or No.427,208-401
No. styled
427,208-401 styled MACKEY
MACKEY
GLENPETERSON;
GLEN PETERSON;TONYA
TONYA PETERSON,
PETERSON, Individually
Individually and
and as Next
asNext
Friendof
Friend RUBYPETERSON;
of RUBY PETERSON;DON
DONLESLIEPETERSON; CAROL
LESLIE PETERSON; CAROL
PETERSON, Individually
PETERSON, Individually andas
and Friendof
NextFriend
asNext ofRUBY PETERSON;
RUBY PETERSON;
andLONNY PETERSON v.CAROL ANNE MANLEY,
and LONNY PETERSON v. CAROL ANNE MANLEY, DAVID DAVID
PETERSON,
PETERSON, SILVERADO
SILVERADO SENIOR
SENIOR LIVING,
LIVING, INC.,
INC., d/b/a
d/b/a Silverado
Silverado
Senior Living—
SeniorLiving —Sugar and,ppending
SugarLLand, endingiin
nProbate
Probate C ourtN
Court o.One,
No. One, Harris
County,
County, Texas.
Texas.
JJ FinalJudgment
Final Judgment approving mediatedsettlement
approvingmediated settlementagreement
agreement in the
in the
guardianship
guardianship of
of Ruby Peterson, Cause
RubyPeterson, Cause No.427,208, signedon
No. 427,208, signed May
onMay
l2,2015.
12, 2015.
3
Silverado Appx. 0051
No. 1-15-586-CV 3957
K
K Orderdenying
Order denyingmotion
motionto dismissthe
to dismiss ofRubyPeterson,
theguardianship of Ruby Peterson,
CauseNo.
Cause No.427,208, signedon
427,208, signed May12,2015.
onMay 12, 2015.
L
L Ordergranting
Order Silverado's
granting Silverado's motion
motion to modifyordergranting
to modify first
order granting first
amendedpplea
amended leato signedon
thejurisdiction, signed
to the on May12,2015, inCause
May 12, 2015, in Cause
No.427,208 and/orNo.
No. 427,208 and/or No.427,208-401
427,208-401 styled MACKEY
styledMACKEY GLEN
GLEN
PETERSON; TONYA
PETERSON; TONYA
PETERSON,
PETERSON, Individually
Individually and as Next
and as Next
Friend ofRUBY
Friend of PETERSON;
RUBY PETERSON; DONLESLIE
DON PETERSON;
LESLIE PETERSON; CAROL
CAROL
PETERSON, Individuallyand
PETERSON, Individually andas NextFriendofRUBYPETERSON;
as Next Friend of RUBY PETERSON;
andLONNY
and PETERSON
LONNY PETERSON CAROL
v.CAROL
v. ANNEMANLEY,
ANNE DAVID
MANLEY, DAVID
PETERSON, SILVERADO
PETERSON, SILVERADO SENIOR
SENIOR LIVING,
LIVING, INC.,d/b/a
INC., d/b/aSilverado
Silverado
Senior Living—
SeniorLiving —Sugar and,ppending
SugarLLand, endingiin Probate C
nProbate ourtN
Court No. One, H
o.One, arris
Harris
County,
County, Texas.
Texas.
M Modified Ordergranting
grantingSilverado'sfirst amended pleato the
tothe
M Modified Order Silverado's first amended plea
jurisdiction,
jurisdiction, signed on May12,2015,
signed on inCause
May 12, 2015, in CauseNo.
No.427,208 and/or
427,208 and/or
No. 427,208-40l
No. 427,208-401 styledMACKEY
styled GLENPETERSON;
MACKEY GLEN TONYA
PETERSON; TONYA
PETERSON, Individually
PETERSON, Individually andas
and Friendof
NextFriend
asNext ofRUBY PETERSON;
RUBY PETERSON;
DON PETERSON; CAROL
LESLIE PETERSON;
DONLESLIE PETERSON, Individually
CAROL PETERSON, and
Individually and
NextFriend
asNext
as ofRUBY
Friend of PETERSON;
RUBY PETERSON; andLONNY
and PETERSON
LONNY PETERSON v.
v.
CAROLANNE
CAROL ANNEMANLEY, DAVID
MANLEY, DAVID PETERSON,
PETERSON, SILVERADO
SILVERADO
4
Silverado Appx. 0052
No. 1-15-586-CV 3958
SENIOR LIVING,INC.,
SENIORLIVING, INC.,d/b/aSilverado SeniorLiving
d/b/a Silverado Senior Living — SugarLand,
—Sugar Land,
pendingin
pending inProbate CourtNo.
Probate Court No.One, HarrisCounty,
One, Harris County,Texas.
Texas.
22 Thedatesof theOrdersappealed
The dates of the fromare
Orders appealed from November7,
areNovember 2014,November
7, 2014, 10,
November 10,
2014,JJanuary
2014, 9,2015,
anuary9, andMay12,2015.
2015, and May 12, 2015.
MACKEYGLEN
3 MACKEY
3 PETERSON,TONYAPETERSON,DON
GLEN PETERSON, LESLIE
TONYA PETERSON, DON LESLIE
PETERSON, andLONNY
PETERSON, and PETERSON
LONNY PETERSON desireto
desire appeal.
to appeal.
MACKEY
44 MACKEY GLEN
GLEN PETERSON
PETERSON TONYA
TONYA PETERSON,
PETERSON, DONLESLIE
DON LESLIE
PETERSON,
PETERSON, andLONNY PETERSON d
and LONNY PETERSON esireto
desire to appeal theFirst
appeal ttoo the Fourteenth
orFourteenth
First or
CourtofAppeals,
Court Texas.
Houston,Texas.
of Appeals, Houston,
MACKEYGLEN
5 MACKEY
5 PETERSON,TONYAPETERSON,
GLEN PETERSON, DONLESLIE
TONYA PETERSON, DON LESLIE
PETERSON, andLONNY
PETERSON, and PETERSON
LONNY PETERSON are the parties filing thisappeal.
arethe this appeal.
66 ThisNotice
This ofAppeal
Notice of Appeal isbeing servedon
is being served on all to thecourt's
allparties to the court's O rders.
Orders.
WHEREFORE, MACKEYGLEN
WHEREFORE, MACKEY GLENPETERSON, TONYA
PETERSON, TONYA PETERSON,
PETERSON,
DONLESLIE PETERSON,
DON LESLIE PETERSON, and LONNY PETERSON
andLONNY erebyfilethisnoticeof
PETERSON hhereby file this notice of
Theyalsoclaim
appeal.They
appeal. suchfurther
also claim such reliefto
furtherrelief whichthey
towhich theymay bejustlyentitled.
maybe justly entitled.
Respectfully
Respectfully submitted,
submitted,
PhilipM.
Philip M.Ross
Ross
SBN17304200
SBN 17304200
1006Holbrook
1006 Holbrook Road
Road
SanAntonio,
San Texas78218
Antonio, Texas 78218
210/326-2100
Phone:210/326-2100
Phone:
Email:rross_law@hotmail.com
Email: oss_law@hotmail.com
By: /s/
By: /s/ Philip M.Ross
M. Ross
PhilipM.Ross
Philip M. Ross
55
Silverado Appx. 0053
No. 1-15-586-CV 3959
Candice
Candice Schwager
Schwager
Drive
1417Ramada Drive
1417
Houston,
Houston, TX77062
TX 77062
Phone:
Phone: 832—315—8489
832-315-8489
FAX: 713-583-0355
FAX: 713-583-0355
Attorneys GLEN
MACKEY
Attorneys for MACKEY GLEN
PETERSON,
PETERSON, TONYAPETERS
TONYA ON,
PETERSON,
DONLESLIE
DON LESLIE PETERSON,
PETERSON, andLONNY
and LONNY
PETERSON
PETERSON
CERTIFICATE
CERTIFICATE OFSERVICE
OF SERVICE
thataa true
herebycertify that
II hereby andcorrect copy
trueand oftheabove
copyof document
the above document wase-
was e-
filedand
filed byemail
sentby
and sent electronic
orelectronic
email or deliverybbyyagreement
delivery agreement to:
to:
SarahPacheco
Sarah Pacheco JillYoung
Jill Young
Kathleen B
Kathleen eduze
Beduze Maclntyre, McCulloch,
Maclntyre, McCulloch, Stanfield,
Stanfield, Young, LLP
Young,LLP
Crain,Caton
Crain, Caton&
&James, PC
James, PC 2900Weslayan,
2900 Suite150
Weslayan, Suite 150
1401 McKinney
1401McKinney St.,Suite1700
St., Suite 1700 Houston,TX77027
Houston, TX 77027
Houston,TX77010Josh
Houston, TX 77010
Davis
Josh Davis
RussJones
Russ Jones Lewis
Lewis Brisbois Bisgaard&
BrisboisBisgaard Smith,LLP
& Smith, LLP
Underwood,
Underwood, Jones, Scherrer&
Jones, Scherrer & Weslayan
Weslayan T ower,Suite1400
Tower, Suite 1400
Malouf,PLLC
Malouf, PLLC 24Greenway
24 Plaza
Greenway Plaza
5177 Richmond
5177Richmond Suite 5
Ave., Suite
Ave., 05
505 Houston,
Houston, TX77046
TX 77046
Houston,
Houston, TX77056
TX 77056
on June8,2015./s/
onJune 8, 2015.
M.Ross
/s/ Philip M. Ross
Philip M.Ross
Philip M. Ross
6
Silverado Appx. 0054
No. 1-15-586-CV 3960
DV FILED
6/17/201511:11;11 AM
6/17/2015 11:11:11 AM
Stan
Stan Stanart
County Clerk
Harris County
NO. 427,208 — 401 401 PROBATE COURT 1
[formerly
[formerlyCause
CauseN o.22014-40980]
No. 014-40980]
MACKEY
MACKEY(("MACK")
"MACK")GLEN
GLENPETERSON,
PETERSON,§§ INTHEPROBATE
IN THE PROBATECOURT
COURT
PETERSON,
PETERSON, Individually, Next
Next Friend §
ofRUBYPETERSON,
of RUBY PETERSON, DONLESLIE
DON LESLIE § [transferredfromthe
from the 12915
PETERSON,
PETERSON, Individually and asNext
and as Next § Judicial
JudicialDDistrict
istrictCourt]
Court]
Friend,of
Friend, of RUBYPETERSON,
RUBY PETERSON, andand
LONNY
LONNY PETERSON,
PETERSON, Individually
Individuallyaand
nd §
NextFriendofRUBYS.PETERSON,
Next Friend of RUBY S. PETERSON, §
Plaintiffs,
Plaintiffs, §
v.
V. NO. ONE
§
CAROL
CAROL ANNE
ANNE MANLEY, §
DAVID
DAVID PETERSON,
PETERSON, SILVERADO
SILVERADO
SENIOR
SENIOR LIVING,
LIVING, IINC.,
NC.,d/b/a
d/b/a Silverado §
Senior Living SugarLLand,
—Sugar
Living — and, §§
Defendants. § HARRIS
Defendants. HARRISCOUNTY,
COUNTY,TEXAS
TEXAS
. AMENDED NOTICE OFAPPEAL
AMENDED NOTICE OF APPEAL
TO THEHONORABLE JUDGEPRESIDING AND TOTHEJUSTICES OFTHE
TO THE HONORABLE JUDGE PRESIDING AND TO THE JUSTICES OF THE
FIRSTAND FOURTEENTH JUDICIAL DISTRICT COURTS OF APPEALS:
FIRST AND FOURTEENTH JUDICIAL DISTRICT COURTS OF APPEALS:
NOWCOME,MACKEYGLENPETERSON,
TONYAPETERSON,DON
NOW COME, MACKEY GLEN PETERSON, TONYA PETERSON, DON
LESLIEPETERSON,and LONNYPETERSON("Plaintiffs"),by_and through
LESLIE PETERSON, and LONNY PETERSON ("Plaintiffs"), by and through
undersignedcounsel,and theirAmended NoticeofAppeal ursuantto TRAP
undersigned counsel, and file their Amended Notice of Appealppursuant to TRAP
Rule25.1,andwould show theCourtasfollows:
Rule 25.1, and would show the Courtas follows:
1 MACKEYGLEN PETERSON;TONYAPETERSON,DON LESLIE
1 MACKEY GLEN PETERSON; TONYA PETERSON, DON LESLIE
PETERSON,andLONNY PETERSON timelyfiledtheirNoticeofAppealfrom
PETERSON, and LONNY PETERSON timely filed their Notice of Appeal fromaa
11
Silverado Appx. 0055
No. 1-15-567-CV 2155
finaljudgment
final judgment a nd various ordersof
and orders of thetrial inCause
courtin
the trial court CauseNos.427,208 and
Nos. 427,208 and
427,208-401
427,208-401 on June8,2015.OnJune15,2015,
on theProbate
June 8, 2015. On June 15, 2015, the Probate Clerk the
Clerknotified the
separate
undersigned
undersigned counsel that separate notices
counsel that notices o appeal n
offappeal need to befiledforeach
eedto case.
be filed for each case.
Therefore, Plaintiffs
Therefore, Plaintiffs are now filing
arenow amended
filing amended nnotices
oticesof appeal ffor
ofappeal oreach
each case.
case.
2
2 MACKEY
MACKEY GLEN
GLEN PETERSON;
PETERSON; TONYA
TONYA PETERSON, DON
PETERSON, LESLIE
DON LESLIE
Appeal
PETERSON, andLONNY
PETERSON, and PETERSON
LONNY PETERSON desire to Appeal from
desireto from thefollowing
the following
Orders:
Orders:
2014—40980,
A
A Orderfor
Order Sanctionsin
for Sanctions Cause Nos. 427,208, a
inCauseNos.427,208, nd/or2014-40980,
and/or
signedon
signed on November 10,2014;
November 10, 2014;
B
B Orderon
Order DavidPeterson
onDavid Petersonand Carol A
andCarol nnManley's
Ann Manley's Motion for
Motionfor
Sanctions
Sanctions inCause
in Nos.4427,208-401,
Cause Nos. 27,208-401, signed on November
signedon 10,2014;
November 10, 2014;
C
C Ordergranting
Order Defendant
grantingDefendant Silverado
Silverado Senior Living,Inc.
SeniorLiving, Inc.d/b/a
d/b/a
Silverado Living— SugarL and'sR ule91amotion to dismiss
SeniorLiving
Silverado Senior —Sugar Land's Rule 91a motion to dismiss
inCause
in Nos.4427,208
Cause Nos. and/or4427,208-401
27,208and/or 27,208-40l signedon
signed November
onNovember 10,
10,
2014;
2014;
D
D OrderGranting
Order Granting forGuadian
Authority for (sic)adlitem
Guadian (sic) andAttorney
ad litem and ad
Attorney ad
litemto
litem Peterson
ExecutePeterson
toExecute Rule 11 Agreement inCause
Rule11Agreement Nos.4427,208-
in Cause Nos. 27,208-
401,signed November 7
on November
401, signed on 2014;
7,, 2014;
E
E Order denyingmotion
Orderdenying motionto reconsider
toreconsider 91amotion
91a dismissand
todismiss
motion to andmotion
motion
forsanctions,
for signedon
sanctions, signed January 9
onJanuary 9,,2015;
2015;
2
Silverado Appx. 0056
No. 1-15-567-CV 2156
FF Order
Order granting applicationforattorney's
for attorney'sfees
feespursuant toRule91a
pursuantto Rule 91a ·
Order
Order eentered
nteredon November 10,2014,
onNovember 10, 2014,ssigned
ignedon January99,,2015;
onJanuary 2015;
G
G Order ggranting
Order rantingSSilverado's
ilverado‘sfirstamended
first amendedpplea
leato
tothejurisdiction,
the jurisdiction,
signed January99,,2015;
on January
signed on 2015;
H
H Order
Order ggranting
rantingSSilverado's
ilverado‘s 91amotion dismissPPlaintiffs'
todismiss
91a motionto laintiffs'
breach
breachof
of
trust and/or
trust and/or bbreach
reachoffiduciary
of fiduciarydduty
utyinCause
in CauseNo.427,208
No. 427,208aand/or
nd/orNNo.
o.
427,208—401,
427,208-401, signed January99,,2015;
onJanuary
signedon 2015;
II Order
Order A pproving
ApprovingAppointee Fees in CauseNos.
AppointeeFeesinCause Nos.4427,208
27,208aand/or
nd/or
2014—40980,
2014-40980, signed on January
signed on January99,,2015;
2015;
JJ Ordergranting
Order granting Silverado‘s
Silverado'smotion to modifyordergranting
motionto modify order grantingfirst
first
amendedplea to thejurisdiction
amended plea to the jurisdictioniin
n CauseNo.427,208
Cause No. 427,208 and/or
and/orN o.
No.
427,208—401,signedonMay12,2015;
427,208-401, signedon
and
May 12, 2015; and
K
K
ModifiedOrdergranting Silverado‘s firstamendedleato
Modified Order granting Silverado's first amendedpplea
the
to the
jurisdiction inCauseNo.427,208and/orNo.427,208-401, signedon
jurisdiction in Cause No. 427,208 and/or No. 427,208-401, signedon
May12,2015.
May 12, 2015.
33 Thedates of_theOrdersappealed fromareNovember
The dates of the Orders appealed fromare
7,2014,November 10,
November 7, 2014, November 10,
2014,January9,2015,andMay12,2015.
2014, January 9, 2015, and May 12, 2015.
44 MACKEY
MACKEY GLENPETERSON, TONYA PETERSON,DONLESLIE
GLEN PETERSON, TONYA PETERSON, DON LESLIE
PETERSON,andLONNY PETERSON desiretoappeal.
PETERSON, and LONNY PETERSON desire to appeal.
3
3
Silverado Appx. 0057
No. 1-15-567-CV 2157
55 MACKEY
MACKEY GLEN
GLEN PETERSON
PETERSON TONYA
TONYA PETERSON,
PETERSON, DON LESLIE
DON LESLIE
PETERSON,
PETERSON,and LONNYPETERSON
andLONNY PETERSONdesire appealtototheFirst
desiretotoappeal rFourteenth
the Firstoor Fourteenth
Texas.
CourtofAppeals,
of Appeals,H ouston, Texas.
Houston,
66 MACKEY
MACKEY GLEN
GLEN PETERSON,
PETERSON, TON
TONYA YAPETERSON,
PETERSON,DON
LESLIE
DON LESLIE
PETERSON, andLONNY PETERSON
PETERSON, and LONNY PETERSONare
the thisappeal.
are the parties filing this appeal.
77 ThisNotice ofAppealisbeingserved onallparties
This Notice of Appeal is being servedon
to thecourt'sOrders.
all parties to the court's Orders.
WHEREFORE,
MACKEY GLEN PETERSON, TONYA PETERSON,
WHEREFORE, MACKEY GLEN PETERSON, TONYA PETERSON,
DONLESLIE PETERSON,andLONNY PETERSONherebyfilethisamended
DON LESLIE PETERSON, and LONNY PETERSON hereby file this amended
noticeof appeal.Theyalsoclaimsuchfurther to whichtheymaybejustly
notice of appeal. They also claim such further relief to which they may be justly
entitled.
entitled.
Respectfully
submitted,
Respectfully submitted,
· 1006
Holbrook
1006
San
Road
PhilipM.Ross
SBN 17304200
Philip M. Ross
SBN 17304200
Holbrook
Antonio,
Phone:
Texas 78218
Road
210/326-2100
San Antonio, Texas 78218
ross_law@hotmail.com
Email:
Phone: 210/326-2100
By: /s/ M.Ross
Email: ross_law@hotmail.com
Philip
M.Ross
By: /s/ Philip M. Ross
Candice Schwager
Philip M. Ross
1417
Ramada
Drive
Candice Schwager
Houston, TX77062
1417 Ramada Drive
Phone: 832-315-8489
Houston, TX 77062
713-583-0355
FAX:
Phone: 832-315-8489
FAX: 713-583-0355
forMACKEY
Attomeys GLEN
PETERSON,
Attorneys forTONYAPETERSON,
MACKEY GLEN
DON LESLIE
PETERSON, PETERSON, andLONNY
TONYA PETERSON,
DON LESLIE PETERSON, and LONNY
PETERSON
44
Silverado Appx. 0058
No. 1-15-567-CV 2158
CERTIFICATE
CERTIFICATEOFSERVICE
OF SERVICE
I thata and copyoftheabove wasc-
I hereby certify that a true and correct copy of the above document was e-
filcd
filedand sentbby
andsent yemail
emailoror electronic deliveryby
by agreementto:
to:
Sarah Pacheco Jill
JillYYoung
oung
Kathleen
KathleenBBeduze
eduze Maclntyre,McCulloch,
Maclntyre, McCulloch, Stanfield,Young,
LLP
Young, LLP
Crain,
Crain,Caton
Caton&
&James,
James,PCPC 2900Weslayan, Suite
2900 Weslayan, Suite150
150
iP 1401McKinney St.,Suite
1401 McKinney St., Suite1700
1700 Houston,TX77027
Houston, TX 77027
Houston,
TX77010
Houston, TX 77010
JoshDavis
Josh Davis
RussJones
Russ Jones
LewisBrisboisBisgaard& LLP
Lewis Brisbois Bisgaard & Smith, LLP
Jones,Scherrer&
Underwood, Jones, Scherrer &
WeslayanTower,Suite1400
tt, Malouf,PLLC Weslayan Tower, Suite 1400
Plaza
24Greenway
Malouf, PLLC 24 Greenway Plaza
5177Richmond Ave.,Suite505 Houston,TX 77046
5177 Richmond
TX77056Ave., Suite 505 Houston, TX 77046
Houston,
Houston, TX 77056
onJune16,2015.
on June 16, 2015.
/s/ M.Ross
/s/ Philip
PhilipM.RossM. Ross
Philip M. Ross
5
Silverado Appx. 0059
No. 1-15-567-CV 2159
ANA)I
PROBATECOURT
PROBATE 16/16/2015
COURT 1
FILED
6/16/2015 9:50:35 AM
-Stan Stan Stanart
County Clerk
County
Harris County
427,208
NO.
NO. 427,208
INRE:GUARDIANSHIP OF § COURT
INTHEPROBATE
IN RE: GUARDIANSHIP OF
§§ IN THEONE
PROBATE COURT
RUBYPETERSON
RUBY PETERSON . NO.ONE
§§ NO. .
ANALLEGEDINCAPACITATED §
AN ALLEGED INCAPACITATED §
PERSON HARRIS
§ § HARRIS TEXAS
COUNTY,
PERSON COUNTY, TEXAS
NOTICEOFAPPEAL
AMENDED
AMENDED NOTICE OF APPEAL
TOTHEHONORABLE JUDGE PRESIDING ANDTOTHEJUSTICES OFTHE
AND FOURTEENTHJUDICIAL DISTRICT COURTS OFAPPEALS:
TO THE HONORABLE JUDGE PRESIDING AND TO THE JUSTICES OF THE
FIRST
FIRST AND FOURTEENTH JUDICIAL DISTRICT COURTS OF APPEALS:
NOWCOME,MACKEY GLEN PETERSON,TONYA PETERSON,DON
NOW COME, MACKEY GLEN PETERSON, TONYA PETERSON, DON
LESLIEPETERSON,and LONNYPETERSON by and through
LESLIE PETERSON, and LONNY PETERSON ("Plaintiffs"), by and through
counsel,and
undersigned NoticeofAppeal
Amended to TRAP
undersigned counsel, and file their Amended Notice of Appeal pursuant to TRAP
the
show
Rule25.1,andwould asfollows:
Rule 25.1, and would show the Court as follows:
1 GLEN PETERSON;TONYAPETERSON,DON LESLIE
1 MACKEY GLEN PETERSON; TONYA PETERSON, DON LESLIE
PETERSON
andLONNY
PETERSON, timely theirNoticeofAppealfroma
PETERSON, and LONNY PETERSON timely filed their Notice of Appeal from a
finaljudgmentandvariousordersof thetrialcourtin CauseNos.427,208and
final judgment and various orders of the trial court in Cause Nos. 427,208 and
427,208-40lon June8, 2015. On June15, 2015,the ProbateClerk the
427,208-401 on June 8, 2015. On June 15, 2015, the Probate Clerk notified the
noticesofappealneedto be
counselthatseparate
undersigned foreachcase.
Plaintiffs
Therefore, arenow
·
undersigned counsel that separate notices of appeal need to be filed for each case.
amended noticesofappealforeachcase.
2Therefore,
MACKEY GLEN PETERSON; TONYA PETERSON, DON LESLIE
Plaintiffs are now filing amended notices of appeal for each case.
2 MACKEY GLEN PETERSON; TONYA PETERSON, DON LESLIE
desireto Appealfromthe following
andLONNYPETERSON
PETERSON,
Orders:1
PETERSON, and LONNY PETERSON desire to Appeal from the following
Orders:
1
Silverado Appx. 0060
No. 1-15-586-CV 3961
A
A Judgment approvingmediated
Final Judgment mediatedsettlement agreementinthe
settlementagreement in the
guardianship
guardianship ofRuby Peterson,Cause
of RubyPeterson,CauseN
No. 427,208,signed
o.427,208, onMay
signedon May
12, 2015.
12, 2015.
B
B Order
Order ddenying
enying m odismiss
otiontto
motion the guardianshipofRuby
dismisstheguardianship of RubyPeterson,
Peterson,
Cause
Cause N 427,208, signed
o.427,208,
No. nMay12,2015.
signedoon May 12, 2015.
C
C Order for
Order for S anctions
Sanctions in
inCauseNos.427,208,
CauseNos. and/or2014-40980,
427,208,and/or2014-40980,
signed
signed on November 10,
on November 10,2014;
2014;
D
D Order
Order G rantingAuthorityforGuadian
Granting for Guadian((sic) and Attorneyad
ad litemandAttorney
sic)adlitem ad
litem Execute PPeterson
to Execute
litem to eterson RRule
ule11Agreement in CauseN
11 AgreementinCause o.427,208,
No. 427,208,
signed on November
signed on November77,,2014;
2014;
E
E Order A
Order ApprovingAppointee
pprovingAppointeeFees
inCauseNos.427,208and/or
Fees in Cause Nos. 427,208 and/or
2014-40980, signedoonnJanuary
2014-40980, signed
9,2015;and
January 9, 2015; and
FF PaymentofAppointee
Order AuthorizingPayment
Order FeesandExpenses Pursuant
of Appointee Fees and Expenses Pursuant
TexasEstates
to Texas
to Code Section 1054.055 fortheTime Period March
Estates Code Section 1054.055 for the Time Period March
27,2014 throughOctober 31,2014inCauseNo.427,208,signed n
27, 2014 through October 31, 2014 in Cause No. 427,208, signedoon
9,2015.
January 9, 2015.
33 ThedatesoftheOrdersappealed fromareNovember
The dates of the Orders appealed fromare
7,2014,November 10,
November 7, 2014, November 10,
2014,January9,2015,andMay12,2015.
2014, January 9, 2015, and May 12, 2015.
MACKEY
44 MACKEY GLENPETERSON, TONYA PETERSON,DONLESLIE
GLEN PETERSON, TONYA PETERSON, DON LESLIE
PETERSON, andLONNY PETERSON desiretoappeal.
PETERSON, and LONNY PETERSON desire to appeal.
2
Silverado Appx. 0061
No. 1-15-586-CV 3962
MACKEY
GLEN
5 MACKEY GLEN PETERSON TONYA PETERSON, DON LESLIE PETERSON,LESLIE
PETERSON, LONNY
PETERSON, and
and LONNY PETERSON
PETERSON desire
desire to
to appeal to theFirst
to the orFourteenth
First or
ofAppeals,
Court of Houston,Texas.
Appeals, Houston, Texas.
6 MACKEY
GLEN
PETERSON,
TONYA
PETERSON,
DONLESLIE
6 MACKEY GLEN PETERSON, TONYA PETERSON, DON LESLIE
PETERSON, andLONNY
PETERSON, and LONNYPETERSON are the
PETERSON are the parties filing this appeal.
this appeal.
77 ThisNotice
This Noticeof
ofAppeal
Appeal isbeing servedoonnall
is being served allparties
parties to thecourt's
tothe Orders.
court's Orders.
WHEREFORE,
WHEREFORE, MACKEYGLEN PETERSON,
MACKEY GLEN PETERSON, TONYAPETERSON,
TONYA PETERSON,
DONLESLIEPETERSON,
DON andLONNY
LESLIE PETERSON, and PETERSONherebyfile
LONNY PETERSON thisamended
hereby file this amended
noticeofappeal.
notice Theyalsoclaim
of appeal. They suchfurther
also claim such reliefto
further relief towhich theymay
whichthey bejustly
maybe justly
entitled.Respectfully
entitled.
submitted,
Respectfully submitted,
Philip
Philip M.Ross
M. Ross
17304200
SBN17304200
SBN
1006
1006 H olbrook
Holbrook Road
Road
San Antonio, T
SanAntonio, exas78218
Texas 78218
Phone: 210/326-2100
Phone: 210/326-2100
Email:
Email: ross__law@hotmai1.com
ross_law@hotmail.com
By: /s/
By: /s/ Philip M.Ross
M. Ross
PhilipM.Ross
Philip M. Ross
Candice
Schwager
Candice Schwager
1417Ramada
1417 Ramada Drive
Drive
Houston,
Houston, TX77062
TX 77062
Phone: 832—315—8489
7l3—583—0355
FAX:
Phone: 832-315-8489
FAX: 713-583-0355
Attomeys
Attorneys forMACKEY GLEN
for MACKEY GLEN
PETERSON,
PETERSON, TONYA
TONYA PETERSON,
PETERSON,
DONLESLIE
DON PETERSON,
LESLIE PETERSON, andLONNY
and LONNY
PETERSON
PETERSON
3
Silverado Appx. 0062
No. 1-15-586-CV 3963
CERTIFICATE
CERTIFICATEOFSERVICE
OF SERVICE
hereby certify
II hereby certify tthat
hataa true and
andcorrect copyoftheabove
correctcopyof the abovedocument
documentwase-
was e-
filed
filed a ndsent
and sent b
byyemail or electronic
email or electronicdelivery
deliveryby
byagreement
agreementto:
to:
r,C Sarah
Sarah Pacheco
Pacheco Jill
JillY oung
Young
Kathleen Beduze
Beduze Maclntyre,McCulloch,
Maclntyre,McCulloch,Stanfield,
Stanfield,Young,
Young,LLP
LLP
Crain,
Crain, Caton &James,
Caton & James,PCPC 2900
2900Weslayan,
Weslayan,Suite
Suite1150
50
1401
1401 McKinney
McKinney St.,Suite
St., Suite 1700
1700 Houston,
Houston,TX77027
TX 77027
Houston,
Houston, TX
TX 77010
77010
Josh
JoshD avis
Davis
Russ
Russ JJones
ones LewisBrisbois
Lewis BrisboisBisgaard
Bisgaard&Smith,
& Smith,LLP
LLP
Underwood, Jones, Scherrer
Underwood, Jones, Scherrer&& Weslayan
WeslayanTower,
Tower,Suite
Suite11400
400
C
Malouf,
Malouf, PLLC
PLLC 24Greenway
24 GreenwayPlaza
Plaza
5177 Richmond
5177 Richmond Ave., Suite5505
Ave.,Suite 05 Houston,
Houston,TX77046
TX 77046
Houston,
Houston, TX77056
TX 77056
on June
on June 16,
16, 2 015.
2015.
/s/
/s/ Philip M.Ross
M. Ross
Philip
PhilipM.Ross
M. Ross
4
Silverado Appx. 0063
No. 1-15-586-CV 3964