A.H. Farms, LLC, a Texas Limited Liability Company v. Star Creek Co., Eric H. Farley, Individually and as the Successor Independent of the Estate of Patricia Farley Hernandez, Gary D. Corley, John Henry Skotnik, Court Appointed Successor Dependent Administrator With the Will Annexed/Attached of the Estate of Efrin Arturo Hernandez, and W.M. Davis and Mary H. Davis
In the
Court of Appeals
Sixth Appellate District of Texas at Texarkana
No. 06-22-00081-CV
A.H. FARMS, LLC, A TEXAS LIMITED LIABILITY COMPANY, Appellant
V.
STAR CREEK CO., ERIC H. FARLEY, INDIVIDUALLY AND AS THE SUCCESSOR
INDEPENDENT EXECUTOR OF THE ESTATE OF PATRICIA FARLEY HERNANDEZ,
DECEASED, GARY D. CORLEY, JOHN HENRY SKOTNIK, COURT APPOINTED
SUCCESSOR DEPENDENT ADMINISTRATOR WITH THE WILL ANNEXED/ATTACHED
OF THE ESTATE OF EFRIN ARTURO HERNANDEZ, DECEASED, AND W.M. DAVIS
AND MARY H. DAVIS, Appellees
On Appeal from the 336th District Court
Fannin County, Texas
Trial Court No. CV-20-44563
Before Stevens, C.J., van Cleef and Rambin, JJ.
Memorandum Opinion by Justice Rambin
MEMORANDUM OPINION
In this third appeal of a dispute over the ownership of a 100-acre tract in Fannin County,
A.H. Farms, LLC (Farms), appeals the take-nothing judgment rendered against it by the trial
court it in its trespass to try title suit. This case is one of several that have been filed over the
years dealing with the Estate of Patricia Hernandez, and those claiming through her son by her
first marriage, Eric Farley, as opposed to those (including Farms) claiming through her husband
at the time of her death, Arturo Hernandez. The central issue in this case is Farms’s collateral
attack on the validity of a summary judgment entered by the County Court at Law No. 1 of
Grayson County (the Grayson Court) and affirmed by the Dallas Court of Appeals in the first
appeal of the dispute over the ownership of the 100-acre tract. See In re Est. of Hernandez, No.
05-16-01350-CV, 2018 WL 525762, at *8 (Tex. App.—Dallas Jan. 24, 2018, no pet.) (mem.
op.).1 Because we find that Farms’s collateral challenge to the Grayson Court’s final summary
judgment failed and that the final judgment divested Farms of any interest in the 100-acre tract,
we will affirm the trial court’s judgment.
I. Standard of Review and Relevant Caselaw
“Trespass to try title is the sole method to determine title to land or real property in cases
where there is no boundary dispute.” Great N. Energy, Inc. v. Circle Ridge Prod., Inc., 528
S.W.3d 644, 669 (Tex. App.—Texarkana 2017, pet. denied) (citing Martin v. Amerman, 133
1
We have not been provided the complete records from the probate of Patricia’s estate in the Grayson Court. In
particular, we have not been provided the applications to be appointed successor executor filed by Patricia’s son,
Eric Farley, and David Pena or the pleadings and motions filed by the parties in the Grayson Court that resulted in
the final summary judgment that was affirmed by the Dallas Court of Appeals. As a result, we rely on the brief
discussion in the opinion by the Dallas Court of Appeals of those pleadings and motions to provide relevant
background information. We recognize that that court’s discussion of those pleadings and motions, however, is not
a substitute for the record of the Grayson Court in answering the substantive issues on appeal.
2
S.W.3d 262, 267 (Tex. 2004), superseded on other grounds by TEX. CIV. PRAC. & REM. CODE
ANN. § 37.004(c); Berg v. Wilson, 353 S.W.3d 166, 180 (Tex. App.—Texarkana 2011, pet.
denied)). “In a trespass to try title suit, ‘it is “incumbent on the plaintiff to discharge the burden
of proof resting on him to establish superior title.”’” Id. (quoting Tipps v. Chinn Expl. Co.,
No. 06-13-00033-CV, 2014 WL 4377813, at *5 (Tex. App.—Texarkana Sept. 5, 2014, pets.
denied) (mem. op.)).
“To maintain an action of trespass to try title, the person bringing the suit must have title
to the land sought to be recovered.” Id. at 670 (quoting Tipps, 2014 WL 4377813, at *5). “A
plaintiff[’]s right to recover depends on the strength of his or her own title, not the weaknesses of
the title of his or her adversary.” Id. (alteration in original) (quoting Tipps, 2014 WL 4377813,
at *5). “A plaintiff is not entitled to recover unless the plaintiff’s own title is effectively
disclosed.” Id. (quoting Tipps, 2014 WL 4377813, at *5). “Recovery can be based on proof of
. . . superior title out of a common source . . . .” Id. (quoting Tipps, 2014 WL 4377813, at *5).
“On the failure of a plaintiff to establish superior title in a trespass to try title suit, the proper
course of action is for the trial court to enter a take-nothing judgment.” Id. (quoting Tipps, 2014
WL 4377813, at *5).
II. The Evidence at Trial and Procedural Background
Patricia Hernandez died on January 15, 2001, and left a will that devised the residuary of
her estate to her husband, Arturo Hernandez, “to do with as he desires.” The will further stated
that, upon Arturo’s death, any of her residuary estate that Arturo “may own or have any interest
in” would be devised to her son, Farley. Patricia’s residuary estate included, inter alia, the 100-
3
acre tract. On January 30, 2002, Arturo, who had been named independent executor under her
will, filed his application to probate Patricia’s will and for letters testamentary in cause number
2002-40P, in the County Court of Grayson County.2 On July 18, 2002, Arturo, as independent
executor of Patricia’s estate, conveyed some of the real property in her estate to himself,
individually.3 On June 18, 2009, Arturo, individually, conveyed the 100-acre tract to Farms, a
member-governed, limited-liability company of which Arturo was the sole member. Arturo died
on October 3, 2013, and Pena was appointed independent executor of Arturo’s estate on
December 15, 2014, by the County Court at Law of Fannin County (Fannin CCL).
According to the Dallas Court of Appeals,4
On October 22, 2014, Eric Farley filed an application requesting to be appointed
successor independent executor of the Patricia Hernandez estate because it had
not been closed and issues remained concerning the property owned by Patricia
Hernandez. On December 4, 2014, Pena filed an application requesting that he be
appointed the successor independent administrator and an application to close the
independent administration.
On February 17, 2015, Eric Farley filed his first petition for a declaratory
judgment and construction of the will. In part, he requested a declaration that
under Paragraph IV of the will Arturo Hernandez acquired a life estate, which
then passed to Eric Farley in fee simple absolute. On March 31, 2015, Pena filed
a counter-petition for declaratory judgment. . . .
On March 27, 2015, Eric Farley filed his motion for traditional summary
judgment arguing he was entitled to judgment, as a matter of law, because there
was no issue of material fact necessary to establish that the will created a life
estate in Arturo Hernandez. Pena responded, in part, that Patricia Hernandez’s
will left her property to Arturo Hernandez in fee simple absolute when she stated
2
Farms asserts in its brief, and Appellees do not dispute, that the case was almost immediately transferred to the
Grayson Court.
3
It is undisputed that this property included the 100-acre tract.
4
The opinion of the Dallas Court of Appeals was admitted into evidence at trial.
4
he could “use the property however he wishes . . . and [he] did just that when he
deeded the property to himself.” Further, Pena asserted that the property was
distributed and nothing remains to be distributed to Eric Farley.[5]
In re Est. of Hernandez, 2018 WL 525762, at *3 (alteration in original). The Grayson Court
initially denied Farley’s motion because it found Patricia’s will ambiguous. Id. After a jury
determined that Patricia intended to leave Arturo a life estate, the trial court entered a declaratory
judgment on October 26, 2016, that incorporated the jury’s verdict and awarded Farley attorney
fees (the Declaratory Judgment). Id. Farley then filed a motion for reconsideration of his motion
for summary judgment in light of the jury’s verdict and seeking “an order confirming that
Patricia[’s] . . . property possessed by [Arturo] at his death passed to him.” Id. at *4 n.8.
On November 10, 2016, the Grayson Court entered an order appointing Farley as the
successor independent executor of Patricia’s estate. On that same date, the Grayson Court
granted Farley’s motion for summary judgment, in which it (1) found three tracts of land,
including the 100-acre tract, were among “the real property belonging to [Patricia’s estate] which
was possessed by [Arturo], or in which [Arturo] had an interest . . . at the time of his death” and
(2) ordered that Farley, as successor independent executor of Patricia’s estate, have and recover
the three tracts, including the 100-acre tract, from Pena, as independent executor of Arturo’s
estate (the Summary Judgment).6
5
The court of appeals also noted that “[i]t was Pena’s position that [he] inherited the property . . . from Arturo.”
In re Est. of Hernandez, 2018 WL 525762, at *3 n.7.
6
Pena filed an inventory in Arturo’s estate that listed Farms as personal property owned by Arturo at the time of his
death, with a notation that Farms owned the 100-acre tract.
5
Pena filed a notice of appeal in the Dallas Court of Appeals that appealed both the
Declaratory Judgment and the Summary Judgment.7 However, Pena only asserted one issue in
his brief that related to the Declaratory Judgment and did not challenge the Summary Judgment.
Id. at *4, *8.
On appeal, the Dallas Court of Appeals construed the residuary clause of Patricia’s will
to “unambiguously, as a matter of law, convey[] the property of [Patricia] to [Arturo] in fee
simple determinable” and to “devise[] to [Farley] whatever interest [Arturo], upon his death, still
held in the property.” Id. at *8. It also noted that Arturo’s death “automatically divested his
estate of the remaining devised property operating as a fee simple determinable causing that
property to pass to [Farley] in fee simple absolute.” Id. As a result, the court of appeals reversed
the Declaratory Judgment and rendered judgment that Patricia’s will “conveyed the property in
fee simple determinable to [Arturo] with an executory interest to [Farley] in fee simple
absolute.” Id.
However, as to the Summary Judgment, the court of appeals noted that “it specifically
identifie[d] the real property belonging to [Patricia]’s estate ‘that was possessed by [Arturo] or in
which [Arturo] had an interest . . . at the time of his death’ and award[ed] that real property to
[Farley].” Id. Because Pena did not challenge the Summary Judgment on appeal, the court of
appeals affirmed the Summary Judgment. Id. The judgment of the Dallas Court of Appeals was
not appealed, and the court issued its mandate on April 6, 2018.
7
The Dallas Court of Appeals deemed the Declaratory Judgment and the Summary Judgment together to comprise
the final judgment. In re Est. of Hernandez, 2018 WL 525762, at *1 n.1.
6
On January 10, 2017, Farley, as successor independent executor of Patricia’s estate,
conveyed certain property to Farley, individually, and to Gary D. Corley by a special warranty
deed. On October 24, 2017, Pena was removed as independent executor of Arturo’s estate, and
John Skotnik was appointed as successor executor. The Fannin CCL then entered an order
granting an application for an order of sale on July 11, 2019, and based on the opinion of the
Dallas Court of Appeals, found that 313.37 acres of land8 that then stood in the names of Arturo
and Farms were not property of Arturo’s estate or of Pena’s, as sole beneficiary of Arturo’s
estate. The Fannin CCL went on to order Pena and Skotnik, as successor executor of Arturo’s
estate, to execute a deed conveying the 313.37 acres to Farley on behalf of Arturo’s estate and on
behalf of Farms.9 That order was not appealed. On August 14, 2019, Skotnik, as successor
executor of Arturo’s estate and on behalf of Farms, executed a special warranty deed conveying
the 313.37 acres to Farley.10 Thereafter, Farley and Corley conveyed the 313.37 acres to Star
Creek Co., Inc., which in turn conveyed it to W.M. and Mary H. Davis.
Farms filed this suit in the 336th Judicial District Court of Fannin County against Star
Creek; Farley, individually and as successor independent executor of Patricia’s estate; Corley;
Skotnik, as the successor administrator of Arturo’s estate; and the Davises. In its live petition for
trespass to try title, Farms sought to set aside the following deeds, as they relate to the 100-acre
tract:
8
These appear to be the same tracts of land that were awarded to Farley in the Summary Judgment.
9
The order also found that its purpose was “to clarify title.”
10
It is undisputed that the 313.37 acres included the 100-acre tract.
7
1. from Farley, as successor independent executor of Patricia’s estate, to Farley,
individually, and Corley;
2. from Skotnik, on behalf of Farms, to Farley;
3. from Farley and Corley to Star Creek; and
4. from Star Creek to the Davises.
It also sought judgment that its title was superior to any interest of the Appellees and a writ of
possession. After the parties filed opposing motions for summary judgment, on October 3, 2022,
the trial court granted Farley, individually, and Corley’s motion on the grounds of collateral
attack on the Summary Judgment that was affirmed by the Dallas Court of Appeals and granted
Star Creek’s motion on the grounds of res judicata, collateral estoppel, impermissible collateral
attack on the Summary Judgment affirmed by the Dallas Court of Appeals, and law of the case
doctrine. The trial court denied the other parties’ motions for summary judgment. The
defendants, other than Farley, individually, Corley and Star Creek, then filed amended answers,
entered pleas of not guilty, asserted a general denial, and asserted various special and affirmative
defenses, including res judicata, collateral estoppel, impermissible collateral attack on a valid
judgment, and law of the case doctrine.
At the final hearing, Farms introduced the deed from Arturo, as independent executor of
Patricia’s estate, to Arturo and the deed from Arturo to Farms, discussed above, and its response
to the defendants’ demand for abstract of title upon which Farms relied.11 The abstract of title
contained references to each of the deeds discussed above, the Summary Judgment, the opinion
See TEX. R. CIV. P. 791 (“[E]ither party may, by notice in writing, duly served on the opposite party or his attorney
11
of record, . . . demand an abstract in writing of the claim or title to the premises in question upon which he relies.”).
8
of the Dallas Court of Appeals, and the order of sale entered by the Fannin CCL. The Appellees
introduced the remaining evidence discussed above. After the final hearing, the trial court
entered a take-nothing judgment in favor of all of the Appellees and found that title vested in the
Davises.
III. Analysis
The central issue in this case is whether Farms is bound by the Summary Judgment, as
affirmed by the Dallas Court of Appeals. Farms asserts that, because the Summary Judgment is
void, it is not bound by it.12 “[A] litigant may attack a void judgment [either] directly or
collaterally.” In re Barber Fam. Corp., No. 06-22-00087-CV, 2022 WL 17843997, at *2 (Tex.
App.—Texarkana Dec. 22, 2022) (orig. proceeding) (mem. op.) (alterations in original) (quoting
PNS Stores, Inc. v. Rivera, 379 S.W.3d 267, 271 (Tex. 2012)). “A direct attack—such as an
appeal, a motion for new trial, or a bill of review—attempts to correct, amend, modify or vacate
a judgment and must be brought within a definite time period after the judgment’s rendition.” Id.
(quoting PNS Stores, Inc., 379 S.W.3d at 271). “A collateral attack is an attempt to avoid the
binding force of a judgment in a proceeding not instituted for the purpose of correcting,
modifying, or vacating the judgment, but in order to obtain some specific relief which the
12
The Appellees and the trial court characterized Farms’s collateral attack on the Summary Judgment as an
affirmative defense of “impermissible collateral attack on a valid judgment.” However, we construe the Appellees’
assertion of the Summary Judgment, which awarded title to Farley, as a bar to Farms’s title claim. See TEX. R. CIV.
P. 789 (“Under such plea of ‘not guilty’ the defendant may give in evidence any lawful defense to the action except
the defense of limitations . . . .”). When Appellees introduced into evidence the Summary Judgment, which awarded
title to Farley, and the opinion of the Dallas Court of Appeals affirming it, they established their prima facie case
that the Summary Judgment barred Farms’s title claim. Because Farms had the burden to establish its title, the
burden shifted to Farms to demonstrate that the Summary Judgment was void.
9
judgment currently stands as a bar against.” Browning v. Prostok, 165 S.W.3d 336, 346 (Tex.
2005) (citing Crawford v. McDonald, 33 S.W. 325, 327 (Tex. 1895)).
While “a void judgment may be collaterally attacked” at any time, “[a] judgment
is void only when it is apparent that the court rendering judgment ‘had no
jurisdiction of the parties or property, no jurisdiction of the subject matter, no
jurisdiction to enter the particular judgment, or no capacity to act.’”
In re Barber Fam. Corp., 2022 WL 17843997, at *2 (alteration in original) (quoting Browning,
165 S.W.3d at 346). “The record affirmatively demonstrates a jurisdictional defect sufficient to
void a judgment when it either: (1) establishes that the trial court lacked subject[-]matter
jurisdiction over the suit; or (2) exposes such personal jurisdictional deficiencies as to violate due
process.” PNS Stores, Inc. v. Rivera, 379 S.W.3d 267, 273 (Tex. 2012) (citing Alfonso v.
Skadden, 251 S.W.3d 52, 55 (Tex. 2008) (per curiam)).
Generally, a collateral attack on a judgment “must be based on evidence in the record of
that proceeding.” Bandy v. First State Bank, Overton, Tex., 835 S.W.2d 609, 614–15 (Tex.
1992). For that reason, “as a general rule, extrinsic evidence cannot be considered in a collateral
attack to set aside a final judgment.” Mitchell v. MAP Res., Inc., 649 S.W.3d 180, 190 (Tex.
2022) (citing Templeton v. Ferguson, 33 S.W. 329, 332–33 (Tex. 1895); Crawford, 33 S.W. at
328). “Where the record is silent as to facts concerning jurisdiction, it is conclusively presumed
that all the facts not appearing of record were found by the court in favor of its jurisdiction.”
McLeod v. Carroll, 109 S.W.2d 316, 321 (Tex. App.—Texarkana 1937) aff’d sub nom Carroll v.
McLeod, 130 S.W.2d 277, 282 (Tex. [Comm’n Op.] 1939) (citing Bouldin v. Miller, 28 S.W.
940, 941 (Tex. 1894)); see Templeton v. Ferguson, 33 S.W. 329, 333 (Tex. 1895) (“[I]f the
record . . . does not negative the existence of the facts authorizing the court to make the
10
particular order, the law conclusively presumes that such facts are established by the evidence
before the court when such orders or judgments were rendered.”). As a result, if the party
asserting the collateral attack on the judgment does not present the appellate court with the
record, “his collateral attack must fail.” Bandy, 835 S.W.2d at 615. However, if the court
rendering the challenged judgment has not been given subject-matter jurisdiction, whether by
statute or by the Constitution, then “[t]he law raises no presumptions in their support.”
Templeton, 33 S.W. at 332; see MAP Res., Inc., 649 S.W.3d at 190.
Farms challenges the Summary Judgment on two grounds. First, it asserts that the
Grayson Court did not have subject-matter jurisdiction to determine the title to the 100-acre tract.
Farms also asserts that the Grayson Court lacked personal jurisdiction over Farms.
A. Subject-Matter Jurisdiction of the Grayson Court
As we have previously noted, we have not been provided with the record of the Grayson
Court proceeding in which it entered the Summary Judgment. Ordinarily, our inquiry would end
there, and Farms’s collateral attack on the Summary Judgment would fail. Bandy, 835 S.W.2d at
614–15. However, Farms asserts that the Grayson Court was not given jurisdiction to determine
title of the 100-acre tract by the statute governing its jurisdiction. See Templeton, 33 S.W. at
332; MAP Res., Inc., 649 S.W.3d at 190. Consequently, we must first determine the extent of the
Grayson Court’s jurisdiction under the relevant statute.
Patricia’s estate was opened in January 2002. As Farms acknowledges in its brief, the
jurisdiction of a county court at law sitting in probate is determined by the law in effect on the
11
date the decedent’s estate was opened.13 Hailey v. Siglar, 194 S.W.3d 74, 78 n.1 (Tex. App.—
Texarkana 2006, pet. denied).14 In 2002, the jurisdiction of a county court at law sitting in
probate was governed by Sections 5 and 5A of the Texas Probate Code. Section 5 gave county
courts at law original probate jurisdiction, which included “the power to hear all matters incident
to an estate.” Act of May 1, 2001, 77th Leg., R.S., ch. 63, § 1, sec. 5(c), (f), 2001 Tex. Gen.
Laws 104, 104–05 (repealed 2009). Under Section 5A “incident to an estate” in proceedings in
county courts at law included, inter alia:
all actions for trial of title to land incident to an estate and for the enforcement of
liens thereon incident to an estate, all actions for trial of the right of property
incident to an estate, and actions to construe wills, and generally all matters
relating to the settlement, partition, and distribution of estates of deceased
persons.
Act of May 30, 1993, 73d Leg., R.S., ch. 957, § 6, sec. 5A(a), 1993 Tex. Gen. Laws 4081, 4161
(repealed 2009).
While Farms agrees that the Grayson Court had this jurisdiction under Section 5A, it
argues that its jurisdiction “incident to an estate” in regard to actions for trial of title to land only
extended to real property that was property of the estate. It notes that the Texas Estates Code
gives county courts at law sitting in probate jurisdiction over “all matters related to a probate
13
Farms also acknowledges that the Grayson Court had probate jurisdiction in the case. See TEX. GOV’T CODE ANN.
§ 25.0003(d) (Supp.), § 25.0932(a), (c)(2).
14
See Act of June 1, 2009, 81st Leg., R.S., ch. 1351, § 12(h), (i), sec. 4H, 2009 Tex. Gen. Laws 4273, 4279
(providing that a “proceeding commenced before the effective date of this Act is governed by the law in effect on
the date . . . the proceeding was commenced,” and continuing the former law, including repealed Sections 5 and 5A
of the Texas Probate Code, in effect for that purpose). Under the Section 2(e) of the Texas Probate Code in effect at
the time Patricia’s estate was filed, the administration of an estate was one proceeding in rem, “from the filing of the
application for probate and administration, . . . until the decree of final distribution and the discharge of the last
personal representative.” Act of May 30, 1993, 73d Leg., R.S., ch. 957, § 2, 1993 Tex. Gen. Laws 4081, 4158
(redesignated 2013) (current version at TEX. EST. CODE § 32.001(d)).
12
proceeding,” TEX. EST. CODE ANN. §§ 31.001(a), which includes “an action for trial of title to
real property that is estate property,” TEX. EST. CODE ANN. § 31.002(a)(5). See TEX. EST. CODE
ANN. § 31.002(b)(1). It reasons that, since the purpose of the Texas Estates Code was to
modernize the language without changing the substantive law, TEX. EST. CODE ANN. § 21.001(a),
(b)(4), then “trial for title of land incident to an estate” under Section 5A meant trial of title to
land that was “property of the estate.”
This brings us to the heart of the matter. Farms argues that none of the property awarded
by the Grayson Court in the Summary Judgment was property of Patricia’s estate because the
Dallas Court of Appeals, on appeal, determined that Arturo received a fee simple determinable
interest in Patricia’s residual estate. Consequently, Farms argues, since Arturo conveyed the
100-acre tract to it during his lifetime, and since the rest of the residual estate vested in Farley on
Arturo’s death, there was no property of Patricia’s estate involved.
However, Farms’s construction ignores that the Estates Code’s enacting legislation kept
the former law in effect for proceedings commenced before the date of its enactment. As has
been seen, the law in effect at the time the proceeding in Patricia’s estate was commenced gave a
county court at law sitting in probate jurisdiction over all matters incident to an estate. In
English v. Cobb, the Texas Supreme Court determined a county court at law’s jurisdiction under
the 1973 amendment to Section 5 of the Probate Code that first gave it jurisdiction to hear
“matters incident to an estate.” English v. Cobb, 593 S.W.2d 674, 676 (Tex. 1979). In that case,
the independent executor of Mae Cobb English’s estate filed suit in the County Court at Law of
Angelina County to determine the estate’s rights in a savings account held in the names of
13
English and her sister, Cobb. The executor alleged that Cobb had wrongfully withdrawn the
monies in the account and sought recovery of the money. Id. at 674. Cobb maintained that she
was entitled to the monies because the account was a joint tenancy with right of survivorship.
The trial court found no joint tenancy and entered judgment for the executor. Cobb appealed and
argued that the trial court did not have jurisdiction because the suit was a suit for conversion and
the amount of money exceeded $10,000.00. The court of appeals agreed. Id. at 675.
The Supreme Court first determined that the purpose of the 1973 amendments to
Section 5 “was to increase the jurisdiction of the county courts in ‘matters incident to an estate’
so that such courts could more fully and quickly settle a decedent’s estate in one proceeding.”
Id. at 676. It then examined the parties’ pleadings to determine whether the suit fell within that
jurisdiction:
In the instant case, Executor English’s central complaint is that the money in the
savings account has been wrongfully removed from the estate’s assets. Ms. Cobb
has responded to that complaint by claiming that the savings account was owned
jointly by the deceased and herself, with a right of survivorship. The first issue
that must be decided in resolving this dispute is the Nature and extent of
Mrs. English’s right to this savings account. The determination of a decedent’s
right to probate assets necessarily falls within the scope of being an action
“incident to an estate.”
Id. It also noted that the suit was incident to an estate because “the outcome of [the] suit [would]
have a direct bearing on the assimilation, collection, and distribution of Mrs. English’s estate.”15
Id.
15
As the court noted, Section 5A, which provided that “incident to an estate” included “all matters relating to the
settlement, partition, and distribution of estates,” was added effective August 27, 1979. English, 593 S.W.2d at 676,
n.3 (citing Act of May 17, 1979, 66th Leg., R.S., ch. 713, sec. 5A(a), 1979 Tex. Gen. Laws 1740, 1741.
14
While the 1973 amendments increased the jurisdiction of county courts at law to
determine matters incident to an estate, the Texas Supreme Court has also determined that the
delineation of what matters were included in matters appertaining to, or incident to, an estate
under Section 5A(a) limited the jurisdiction of a county court at law to those matters “in which
the ‘controlling issue’ was the settlement, partition, or distribution of an estate.” Seay v. Hall,
677 S.W.2d 19, 22 (Tex. 1984), superseded by statute on other grounds as recognized by Palmer
v. Coble Wall Tr. Co., 851 S.W.2d 178, 181 (Tex. 1992). Nevertheless, because Section 5A
defines specific matters as appertaining to or incident to an estate, “a cause of action is
appertaining to or incident to an estate if the Probate Code ‘explicitly defines it as such or if the
controlling issue in the suit is the settlement, partition, or distribution of an estate.’”16 In re
SWEPI, L.P., 85 S.W.3d 800, 805 (Tex. 2002) (orig. proceeding) (quoting In re Graham, 971
S.W.2d 56, 58 (Tex. 1998) (orig. proceeding)).
Section 5A(a) provides that for a county court at law appertaining to or incident to an
estate includes both “actions for trial of title to land incident to an estate” and “all matters
relating to the settlement, partition, and distribution of estates.” Act of May 30, 1993, 73d Leg.,
R.S., ch. 957, § 6, sec. 5A(a), 1993 Tex. Gen. Laws 4081, 4161. As a result, the Grayson Court
had jurisdiction over the challenged procedure under two possible theories: the action was for
trial of title to land incident to an estate, or the controlling issue related to the settlement,
partition, and distribution of Patricia’s estate. See In re Puig, 351 S.W.3d 301, 304–05 (Tex.
2011) (per curiam) (orig. proceeding).
16
The Texas Estates Code also provides that a “‘probate proceeding’ . . . includes: . . . any other matter related to the
settlement, partition, or distribution of an estate.” TEX. EST. CODE ANN. § 31.001(6).
15
In In re Puig, Puig Bros., a corporation owned by Luis F. Puig, Jr., and his six children,
acquired title to a Webb County ranch. In 1999, Luis filed for divorce from the children’s
mother, Alicia. Alicia filed a counterclaim, but Puig Bros. was not joined as a party. In 2003,
the trial court determined that Puig Bros. was Luis’s alter ego and awarded Alicia a sixty-percent
interest in the ranch. Alicia passed away shortly after the divorce, and the probate of her will,
which named her daughter, Alice, as independent administratrix and her sole beneficiary, was
opened in the County Court at Law of Fort Bend County (Fort Bend CCL). During the course of
her administration, because Luis refused to execute documents transferring the partial interest to
Alicia’s estate, Alice obtained a special warranty deed executed by a court-appointed special
master that transferred a sixty-percent interest in the ranch to Alicia. Id. at 303.
After the special warranty deed was recorded in Webb County, three of Alicia’s brothers
and Puig Bros. filed suit against Alice in a Webb County district court. Because Puig Bros. was
not joined as a party to the divorce proceeding, the suit sought to void the special warranty deed,
to quiet title, and a declaration that the three brothers and Puig Bros were the rightful owners of
title to the ranch. Alice filed a plea to the jurisdiction and a motion to transfer venue to the Fort
Bend CCL, where the administration of Alicia’s estate was pending. Id. After the Webb County
district court denied the plea to the jurisdiction, Alice filed a petition for a writ of mandamus. Id.
at 303–04.
To determine whether the Fort Bend CCL had jurisdiction, the Texas Supreme Court
examined the petition filed in the Webb County suit. Id. at 304. In finding that the Fort Bend
16
CCL had jurisdiction over the action under the “controlling issue test,” the Texas Supreme Court
explained:
The controlling issue presented in the real parties’ Webb County suit undoubtedly
involves the settlement, partition, and distribution of Alicia’s estate. The petition
seeks a declaratory judgment to void the [special warranty deed]. The real parties
also seek to quiet title in the ranch by asking the district court to remove the cloud
on Puig Bros.’ title created by recordation of the [special warranty deed], which
they allege was invalid due to the master in chancery’s lack of authority to
execute the deed and the fact that Puig Bros. did not authorize the conveyance to
Alicia.
Id. The court also found that the Fort Bend CCL had jurisdiction under an explicit provision of
Section 5A(a), noting that
the petition includes a trespass to try title claim, which requests that the court
“enter judgment [in favor of the real parties] for title to and possession” of the
ranch. Actions for trial of title to land are specifically listed in § 5A(a) as
“appertaining to” and “incident to” estates.
Id. at 304–05 (alteration in original) (citing Act of May 30, 1993, 73d Leg., R.S., ch. 957, § 6,
1993 Tex. Gen. Laws 4081, 4161).
The San Antonio Court of Appeals has also determined that a county court in which a
probate proceeding is pending has jurisdiction under Section 5A(a) under similar circumstances.
In Saenz v. Saenz, Jose Saenz executed a will in 1986 that addressed certain real property. He
subsequently executed three deeds relating to the same property. After his death in 1993, an
administration of his estate was opened in the County Court of Jim Hogg County. Saenz v.
Saenz, 49 S.W.3d 447, 448 (Tex. App.—San Antonio 2001, no pet.). The grantees under the
deeds filed suit in 1995 that sought “a recovery, a declaratory judgment of ownership, and a
judgment of partition awarding the Plaintiffs and others . . . title and possession to” the real
17
property. Id. at 449. In holding that “[t]itle to the land conveyed both by Jose’s will and by
subsequent deeds [was] a matter appertaining to Jose’s estate,” the court of appeals cited both the
explicit provision regarding suits for trial of title to land and the general provision of matters
involving the settlement, partition, and distribution of estates contained in Section 5A(a). Id.
The Grayson Court entered two judgments that comprised its final judgment, the
Declaratory Judgment and the Summary Judgment. In re Est. of Hernandez, 2018 WL 525762,
at *1 n.1. In the Declaratory Judgment, the Grayson Court construed the residuary clause of
Patricia’s will to devise a life estate to Arturo. Id. at *3. Farms concedes that the court had
jurisdiction to construe Patricia’s will under Section 5A(a).
In the Summary Judgment, the Grayson Court (1) found three tracts of land, including the
100-acre tract, were among “the real property belonging to [Patricia’s estate] which was
possessed by [Arturo], or in which [Arturo] had an interest . . . at the time of his death” and
(2) ordered that Farley, as successor independent executor of Patricia’s estate, have and recover
the three tracts, including the 100-acre tract, from Pena, as independent executor of Arturo’s
estate (the Summary Judgment). Because that judgment was not challenged and we have not
been provided with the record in the Grayson Court proceeding, there is a conclusive
presumption that the pleadings supported that judgment. McLeod, 109 S.W.2d at 321.
Under the terms of her will, Patricia devised to Farley any of her residuary estate that
Arturo owned or had any interest in at the time of his death. The Summary Judgment reflects
that the Grayson Court was asked to identify the property that was in Patricia’s residuary estate
and that passed to Farley under her will, in other words, to identify the property that Arturo
18
owned or had an interest at the time of his death and to award title to and possession of the
property. This necessarily required the determination of the title to the property and to award
title to and possession of the property.
As a result, the controlling issues involved the settlement, partition, and distribution of
Patricia’s estate and were therefore appertaining to or incident to her estate under Section 5A(a).
See In re Puig, 351 S.W.3d at 304; Saenz, 49 S.W.3d at 449. Further, actions to try title to land
are appertaining to or incident to an estate under Section 5A(a).17 See In re Puig, 351 S.W.3d at
304–05; Saenz, 49 S.W.3d at 449. As a result, the Grayson Court had jurisdiction to hear those
matters.18 In re Puig, 351 S.W.3d at 305.
Because the record does not affirmatively show that the Grayson Court lacked subject-
matter jurisdiction and Farms has not shown that the court lacked jurisdiction under Sections
5 and 5A to enter the Summary Judgment, we overrule this issue.
B. Personal Jurisdiction
Farms also asserts that the Summary Judgment was void because the Grayson Court did
not acquire personal jurisdiction over Farms because it was never served in that suit. Farms
notes that it argued repeatedly in the trial court that it was not a party in the Grayson Court.
17
Although the Fannin CCL also had jurisdiction to determine title to the property that Arturo inherited from Patricia
and owned at the time of his death, it did not have exclusive jurisdiction, but rather concurrent jurisdiction, to do so.
See In re Puig, 351 S.W.3d at 305.
18
Farms also complains that the Grayson Court had no jurisdiction to award the property it determined Arturo
possessed or had an interest in at the time of his death to Patricia’s estate because the estate had no interest in the
property. However, the question in this case is whether the Grayson Court had jurisdiction to determine the identity
of the property that Arturo inherited from Patricia and that he owned or had an interest in at the time of his death and
to make the award, not whether its determination and consequent award were correct.
19
However, it does not provide any citations to the record that affirmatively show that it was not
served or that it did not otherwise participate in the Grayson Court action.19
As we have previously noted, we have not been provided with the record of the Grayson
Court proceeding. As the party attacking the Summary Judgment, it was Farms’s responsibility
to provide that record. Bandy, 835 S.W.2d at 615. Because it did not, Farms’s “collateral attack
must fail.” Id.20 We overrule this issue.
19
We have reviewed all of the record citations that Farms referenced in support of its assertion that it was not served
citation in the Grayson Court action. Although some of the citations referred to pages in Farms’s briefs in the trial
court in which it maintained it was not a party in the Grayson Court action, none of the citations referred to evidence
in the record of the Grayson Court proceeding.
20
Neither the Summary Judgment nor the opinion of the Dallas Court of Appeals affirmatively show that Farms was
not a party to the suit. As discussed above, the Summary Judgment reflects that the Grayson Court was asked to the
identify the property that was in Patricia’s residuary estate and that passed to Farley under her will, in other words,
to identify the property that Arturo owned or had an interest at the time of his death. It made this determination and
ordered that Farley, as successor independent executor of Patricia’s estate, recover the 100-acre tract from Pena, as
independent executor of Arturo’s estate. The opinion of the Dallas Court of Appeals makes clear that the evidence
in the Grayson Court proceeding showed that Arturo had conveyed the 100-acre tract to Farms, a limited-liability
company of which Arturo was the sole member. In re Est. of Hernandez, 2018 WL 525762, at *2–3. Consequently,
the Summary Judgment and the Dallas Court of Appeals’s opinion show that Arturo’s interest in the 100-acre tract
was an issue in the Grayson Court proceeding. Under the Texas Estates Code, which governed Arturo’s estate,
Pena, as independent executor of Arturo’s estate, had the right and duty to recover possession of all of Arturo’s
estate and to pursue and defend suits to recover the estate’s personal property and title to and possession of land.
TEX. EST. CODE ANN. §§ 101.003, 351.054(a); see Chandler v. Welborn, 294 S.W.2d 801, 806 (Tex. 1956) (opinion
under prior statute). As we have previously stated, “The [executor or] administrator of the estate holds legal title
and a superior right to possess estate property.” Est. of Phillips, No. 06-22-00015-CV, 2022 WL 2919505, at
*5 (Tex. App.—Texarkana July 26, 2022, no pet.) (mem. op.) (alteration in original) (quoting Meekins v. Wisnoski,
404 S.W.3d 690, 698 (Tex. App.—Houston [14th Dist.] 2013, no pet.)). Because Arturo was the sole member of
Farms at the time of his death, Pena, as executor of his estate, was the proper party to protect and preserve Arturo’s
membership interest, which necessarily meant the protection of Farms’s interest in the 100-acre tract. See Chandler,
294 S.W.2d at 806; Smith v. O’Donnell, 288 S.W.3d 417, 421 (Tex. 2009) (“An executor is a personal representative
who ‘stands in the shoes’ of the decedent . . . [and] may bring the decedent’s survivable claims on behalf of the
estate.” (quoting Belt v. Oppenheimer, Blend, Harrison & Tate, Inc., 192 S.W.3d 780, 784, 787 (Tex. 2006));
RONALD R. CRESSWELL, ET AL, 3 Tex. Prac. Guide: Wills, Trusts, and Est. Plan. § 11:32 (West, Westlaw through
2023) (“On a member’s death, if the LLC is member managed, the management of the LLC will be shifted to the
decedent’s executor or administrator if the executor or administrator becomes a member”). In the trial and on
appeal, Farms unequivocally asserted that Pena, as independent executor of Arturo’s estate, was a party to the
Grayson Court action.
20
C. The Summary Judgment Divested Farms of Its Interest
As we have discussed, the Summary Judgment determined that Arturo either possessed or
had an interest in the 100-acre tract at the time of his death and awarded the property to Farley,
as successor independent executor of Patricia’s estate. This judgment became final when its
affirmance by the Dallas Court of Appeals was not appealed. In awarding the title to the 100-
acre tract to Farley, the Summary Judgment divested Farms of its interest in the property. As a
result, in order to show that it possessed superior title, Farms was required to establish that the
Summary Judgment was void. Because Farms failed to do so, the Summary Judgment was a bar
to its title, and Farms could not show that it possessed superior title. For that reason, we find that
this ground supported the trial court’s judgment.21
IV. Disposition
Because the Summary Judgment divested Farms of its interest in the 100-acre tract and
Farms did not demonstrate that it was a void judgment, we affirm the trial court’s judgment.
Jeff Rambin
Justice
Date Submitted: July 3, 2023
Date Decided: August 2, 2023
21
Because this ground supports the trial court’s judgment, we need not address Farms’s other issues.
21