in the Estate of Manuel Arizola
2013 Tex. App. LEXIS 4992
| Tex. App. | 2013Background
- Pedrito Arizola (Pedro Sr.) is Manuel Arizola’s father and V.A.’s biological father; V.A.’s parental rights were terminated before the fatal crash that killed Manuel and Romen Arizola and injured V.A.
- On July 14, 2010 Rogelio Arizola filed for letters of administration of Manuel’s estate in Webb County; Pedro Sr. was not listed as an heir in the application; Manuel’s mother signed a renunciation.
- On July 26, 2010 the Webb County court appointed Rogelio as administrator of Manuel’s estate and ratified a July 7, 2010 contingent-fee employment contract for lawyers representing the estates.
- Manuel’s estate, Romen’s estate, and V.A. settled with Tutle & Tutle in a mediation; Pedro Sr. did not settle his own wrongful-death claim; La Salle County District Court later entered a final judgment approving the settlement and dismissing the estates’ and ward’s claims.
- Dora Sandoval was later appointed administratrix of Romen’s estate in Webb County; Rogelio and Dora sought ratification of the settlement in Webb County after La Salle County’s judgment.
- Pedro Sr. challenged various Webb County orders (appointment, discovery, removal, disqualification, employment contract) and sought to prevent ratification of the settlement; the Webb County court denied some motions and granted ratification, leading to this appeal.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Are the appointment orders final/appealable | Pedro Sr. challenges Rogelio/Dora appointments as improper and seeks appellate review. | Appointments properly established representation; any appealability depends on finality standards. | Appointments affirmed; appellate jurisdiction proper. |
| Did Rogelio’s failure to list Pedro Sr. as heir affect the appointment | Pedro Sr. argues lack of heir listing undermines validity of appointment. | Failure to list heir did not harm Pedro Sr.’s rights to challenge settlement or remedies. | No reversible error; issue overruled. |
| Was the denial of Balmer’s disqualification erroneous | Balmer’s dual role as guardian/witness could prejudice estates; should be disqualified. | No demonstrated essential-fact necessity; no abuse of discretion. | No abuse; disqualification denied. |
| Did the trial court abuse its discretion denying discovery about the settlement | Discovery needed to determine settlement terms and best-interest considerations. | Administrators controlled settlement; heir lacks entitlement to discovery beyond scope. | Discovery denial reversed; remand for full discovery on settlement. |
| Was there evidentiary error in ratifying the settlement without a hearing | Entitlement to an evidentiary hearing before ratification under Probate Code §10. | Ratification appropriate; prior notice adequate; hearing not required. | Remand for an evidentiary hearing; ratification orders reversed. |
Key Cases Cited
- Catlett v. Catlett, 630 S.W.2d 478 (Tex. App.—Fort Worth 1982) (unauthorized compromise voidable, not void; subsequent ratification cures)
- Brittingham– Sada de Ayala v. Mackie, 193 S.W.3d 575 (Tex. 2006) (probate interlocutory vs final judgments; phase finality standard)
- City of Keller v. Wilson, 168 S.W.3d 802 (Tex. 2005) (clear and convincing standard; evidentiary review framework)
- In re Colonial Pipeline Co., 968 S.W.2d 938 (Tex. 1998) (scope of discovery; party entitled to truth-seeking discovery)
- In re Sanders, 153 S.W.3d 54 (Tex. 2004) (attorney-witness conflict and abuse-of-discretion standard)
