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373 S.W.3d 610
Tex. App.
2012
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Background

  • Relators seek mandamus relief directing Karnes County to transfer venue to Tarrant County due to trustee administration in Tarrant County.
  • The underlying suit involves a title dispute and a mineral lease (Red Crest Lease) between Dorfmans, JP Morgan as trustee, and Orca.
  • Dorfmans allege ownership interest in minerals and challenge the deed relied on by JP Morgan as void in 1944.
  • JP Morgan and Mettham moved to transfer venue under Texas Property Code §115.002 to Tarrant County; the trial court denied.
  • The court must decide whether §115.002 (mandatory venue) controls over §15.011 (land-related venue) and §15.016 governs which provision applies.
  • The court ultimately holds that §115.002 prevails and mandamus requires transferring the case to Tarrant County.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Does §115.002 govern venue despite §15.011? JP Morgan asserts mandatory venue in Tarrant County. Dorfmans/Orca argue Karnes County venue stays due to land-claims rule. §115.002 prevails; mandatory venue applies in Tarrant County.
Does §115.001 apply to a proceeding by or against a trustee? Suit is against a trust’s trustee; §115.001 applies. The action does not concern the trust itself; §115.001 may be inapplicable. Section 115.001 applies to proceedings by or against a trustee; venue thus governed by §115.002.
Is mandamus the proper vehicle to enforce the mandatory venue provision? Mandamus available to enforce mandatory venue provisions (statutory authority). Not explicitly argued here; standard posture would require traditional remedies. Mandamus relief appropriate to enforce mandatory venue in this context.

Key Cases Cited

  • In re Tex. Dep’t of Transp., 218 S.W.3d 74 (Tex. 2007) (mandatory venue provisions prevail when different statutes apply)
  • In re Transcon. Realty Investors, Inc., 271 S.W.3d 270 (Tex. 2008) (mandamus to enforce mandatory venue provisions)
  • In re Adan Volpe Props., 306 S.W.3d 369 (Tex. App.—Corpus Christi 2010) (separate mandatory venue provisions govern where applicable)
  • In re Dole Food Co., 256 S.W.3d 851 (Tex. App.—Beaumont 2008) (hierarchy of venue statutes when multiple provisions exist)
  • In re Stark, 126 S.W.3d 635 (Tex. App.—Beaumont 2003) (trust-related proceedings and §115.001 interpretation)
Read the full case

Case Details

Case Name: In Re J.P. MORGAN CHASE BANK, N.A., in Its Individual Capacity, and as Trustee of the Red Crest Trust, and Philip Mettham
Court Name: Court of Appeals of Texas
Date Published: Apr 11, 2012
Citations: 373 S.W.3d 610; 2012 Tex. App. LEXIS 2814; 2012 WL 1194406; 04-12-00006-CV
Docket Number: 04-12-00006-CV
Court Abbreviation: Tex. App.
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