441 S.W.3d 430
Tex. App.2014Background
- Mae Dean Wheeler (relator) is sued by Circle X Camp Cooley, Ltd. over enforcement of a Purchase and Sale Agreement concerning property/mineral interests in Robertson County.
- Circle X’s petition sued Wheeler individually and as successor trustee of the Wheeler Family Trust, alleging breach and seeking specific performance.
- Wheeler moved to transfer venue to Harris County under Tex. Prop. Code §115.002, asserting she is a non‑corporate trustee and the trust was administered in Harris County within the four years before suit.
- Circle X opposed, arguing mandatory venue lies in Robertson County under Tex. Civ. Prac. & Rem. Code §15.011 because the suit concerns property located there and is a contract action, not a trust proceeding.
- Trial court denied the transfer; Wheeler sought mandamus relief from the Tenth Court of Appeals, which stayed the trial court proceedings and reviewed whether §115.002 controls venue.
Issues
| Issue | Plaintiff's Argument (Circle X) | Defendant's Argument (Wheeler) | Held |
|---|---|---|---|
| Whether §115.002 (Property Code) or §15.011 (C.P.R.C.) controls mandatory venue | §15.011 controls because the dispute is a contract/specific‑performance claim about property in Robertson County, not a trust action | §115.002 controls because the suit is against a trustee and the trust was administered in Harris County within the prior four years | §115.002 (Property Code) prevails under §15.016 C.P.R.C.; Property Code’s mandatory venue governs |
| Whether §115.001 applies to an action against a trustee that does not directly "concern" the trust instrument | §115.001 does not apply because the suit does not concern construction/admin of the trust | §115.001 applies to "all proceedings by or against a trustee" (as amended), so venue rules apply | §115.001 covers proceedings against a trustee; §115.002 mandatory venue applies |
| Whether mandamus is an appropriate remedy to enforce mandatory venue | Venue can be challenged on appeal | Relator sought mandamus to enforce mandatory venue immediately | Mandamus is appropriate to enforce a mandatory‑venue statute; relator need not show appeal is inadequate |
Key Cases Cited
- In re Prudential Ins. Co., 148 S.W.3d 124 (Tex. 2004) (mandamus standard and adequacy of appellate remedy)
- Walker v. Packer, 827 S.W.2d 833 (Tex. 1992) (mandamus review principles)
- In re J.P. Morgan Chase Bank, N.A., 373 S.W.3d 610 (Tex. App.—San Antonio 2012) (application of §115.002 and interplay with chapter 15 venue provisions)
- In re Transcon. Realty Investors, 271 S.W.3d 270 (Tex. 2008) (mandamus to enforce mandatory‑venue statute)
- In re Tex. Dep’t of Transp., 218 S.W.3d 74 (Tex. 2007) (statutory mandatory venue provisions prevail over conflicting chapter 15 provisions)
