361 S.W.3d 703
Tex. App.2011Background
- Relators petitioned for writ of mandamus to compel venue transfer after trial court denied transfer.
- Orca sued relators in DeWitt County for real property and mineral interests; claims include quiet title, fraud, and specific performance among others.
- Relators argued Section 115.002 of the Texas Property Code requires venue in the county of administration of the trust (Tarrant County).
- Orca argued venue is mandatory under Section 15.011 (real property venue) because the action concerns real property and quiet title.
- Tribunal analyzed whether Section 115.001/115.002 apply to tort-like claims against a trustee and concluded they do not.
- Court held that the 2007 amendments to Section 15.011 do not broaden Section 115.001 to encompass tort claims against a trustee.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Does 115.001/115.002 mandatory venue apply to Orca's tort claims? | Orca: venue governed by real-property statute; DeWitt as proper county. | Relators: 115.002 requires transfer to the trust's situs (Tarrant). | No; tort claims are not within 115.001(a)'s scope. |
| Do the 2007 amendments to §15.011 overrule prior law and require DeWitt venue? | Amendment broadens scope of §15.011 to include more proceedings. | Amendment overrules only exclusive-list cases and not tort claims against a trustee. | Amendment does not convert tort claims into §15.011 proceedings; no mandatory DeWitt transfer. |
Key Cases Cited
- In re Transcon. Realty Investors, 271 S.W.3d 270 (Tex. 2008) (mandamus venue where statutory scheme controls; trusteeship context)
- In re Tex. Dep’t of Transp., 218 S.W.3d 74 (Tex. 2007) (orig. proceeding on mandamus; venue rules considerations)
- In re Guardianship of Gibbs, 253 S.W.3d 866 (Tex. App. Fort Worth 2008) (trust-related proceedings not necessarily ‘concerning trusts’)
- Mobil Oil Corp. v. Shores, 128 S.W.3d 718 (Tex. App. Fort Worth 2004) (mere involvement of a trustee does not make suit ‘concerning trusts’)
- In re Stark, 126 S.W.3d 635 (Tex. App. Beaumont 2004) (claims like fraud/breach not ‘concerning trusts’ under §115.001)
- Carroll v. Carroll, 304 S.W.3d 366 (Tex. 2010) (discusses scope of Section 15.011 amendments)
