Thorson v. Aviall Services Inc
3:15-cv-00571
N.D. Tex.Dec 2, 2015Background
- Don Thorson sued Aviall and Conexis for breach of contract and ERISA-related claims; after Don died, his mother Rachel and sister Sonya moved under Fed. R. Civ. P. 25(a)(1) to substitute as plaintiffs.
- Rachel and Sonya assert Don died intestate, they are his sole heirs (mother and one sibling), no estate administration is pending, and none is necessary.
- Aviall opposed substitution, arguing heirs can only sue absent estate administration and that Rachel and Sonya have not proved administration is unnecessary; Aviall pointed to allegations of multiple debts and the heirs’ admission a probate proceeding might later be needed.
- The complaint alleges substantial debts and business losses, suggesting more than two debts against the estate.
- The court evaluated Texas law governing survivors’ suits and estate administration and considered whether Sonya (the sibling) has standing/capacity to be substituted.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether heirs can substitute as plaintiffs without estate administration | Rachel and Sonya: no administration pending and none necessary; they are successors under Texas survival and common law | Aviall: complaint shows multiple debts; heirs admitted probate may be needed, so administration is necessary | Denied—heirs failed to prove administration unnecessary; granted leave to amend to show no administration needed or that a personal representative has been appointed |
| Whether Texas law permits heirs to sue on decedent's contract/property claims during pendency of no administration | Heirs: survival and common-law claims can be prosecuted by heirs if no administration is pending or necessary | Aviall: recognizes exception but contends requirement to allege and prove no administration pending/necessary was not met | Court: confirms Texas exception but enforces requirement that heirs allege/prove no administration pending and none necessary; here requirement not met |
| Whether Sonya (sibling) has standing/capacity to be substituted | Sonya: as an intestate heir (one parent + one sibling), she holds an equal share and can assert surviving contract/property claims | Aviall: Sonya lacks standing/capacity; only the parent should substitute | Held: Sonya has standing/capacity to be substituted to the extent of common-law surviving claims; court did not decide broader capacities |
Key Cases Cited
- Shepherd v. Ledford, 962 S.W.2d 28 (Tex. 1998) (personal representative generally sole party to sue for estate property; heirs may sue during statutory period if no administration pending/necessary)
- Frazier v. Wynn, 472 S.W.2d 750 (Tex. 1971) (heirs must allege and prove no administration pending and none necessary)
- Smith v. O’Donnell, 288 S.W.3d 417 (Tex. 2009) (common-law actions for damage to property survive the owner’s death)
- Belt v. Oppenheimer, Blend, Harrison & Tate, Inc., 192 S.W.3d 780 (Tex. 2006) (contractual claims and those affecting property rights survive the death of a party)
- Thomes v. Porter, 761 S.W.2d 592 (Tex. App. 1988) (recognition that breach of contract claims survive death)
