Wendolyn Messner, as Dependent Administrator v. Mark L. Boon, and Boon Shaver Echols Coleman & Goolsby, P.L.L.C.
06-14-00020-CV
| Tex. App. | Feb 12, 2015Background
- Decedent Delbert's estate involved trusts (including "Trust C") and a dispute over distribution to LeTourneau University and other beneficiaries.
- Mark L. Boon represented the prior personal representative, Juanita Bengel, in probate litigation and later was deposed; appellant alleges Boon gave false deposition testimony about his concerns regarding Delbert's power of appointment.
- Wendolyn Messner succeeded as personal representative and brought claims against Boon for breach of fiduciary duty and legal malpractice arising from his representation of Bengel and related conduct.
- The trial court decided on motions for summary judgment; the court of appeals issued an opinion addressing some issues but (according to appellant) omitted or misstated certain facts and legal arguments.
- Appellant moved for rehearing, arguing the court failed to address (1) whether false deposition testimony can constitute a breach of fiduciary duty, and (2) whether Texas Probate Code §224 (now Tex. Estates Code §361.153) permits a successor personal representative to sue for malpractice arising during a predecessor's administration.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether Boon's alleged false deposition testimony can constitute a breach of fiduciary duty | Messner: False testimony and self‑dealing are dishonest, intentional acts supporting a breach of fiduciary duty | Boon: Allegations amount to negligence/non‑disclosure, not the type of intentional dishonesty needed for fiduciary breach | Court addressed only non‑disclosure theory (finding it insufficient); it did not resolve the false‑testimony theory (appellant faults the court for failing to rule) |
| Whether successor PR (Messner) may sue for malpractice for attorney acts during predecessor Bengel's administration under Probate Code §224 | Messner: §224 transfers predecessor’s rights to successor, overcoming privity bar to malpractice claims on behalf of the estate | Boon: Lack of privity bars malpractice claims by successor for work performed for predecessor | Court rejected Messner’s arguments and sustained defendant’s privity defense for malpractice occurring during predecessor’s administration (appellant asks court to reconsider under §224) |
Key Cases Cited
- Belt v. Oppenheimer, Blend, Harrison & Tate, Inc., 192 S.W.3d 780 (Tex. 2006) (privity rationale in malpractice context; estate interests mirror decedent’s)
- Smith v. O’Donnell, 288 S.W.3d 417 (Tex. 2009) (estate interests mirror decedent; relevant to privity and standing arguments)
- West v. Robinson, 180 S.W.3d 575 (Tex. 2005) (requiring courts of appeals to address all issues necessary to disposition)
- Lujan v. Houston General Insurance Co., 756 S.W.2d 295 (Tex. 1988) (on appellate obligation to explain rulings when issues are raised)
- Vinson & Elkins v. Moran, 946 S.W.2d 381 (Tex. App.—Houston [14th Dist.] 1997) (successor representative can "step into the shoes" of predecessor under former Probate Code §224 for malpractice claims)
- Isaacs v. Schleier, 356 S.W.3d 548 (Tex. App.—Texarkana 2011) (discussing fiduciary‑duty standards and the level of dishonesty required)
- Borissoff v. Taylor & Faust, 15 Cal. Rptr. 3d 735 (Cal. Ct. App. 2004) (California authority interpreting a statute similar to §224 to overcome privity defense)
- Bookman v. Davidson, 136 So. 3d 1276 (Fla. Dist. Ct. App. 2014) (Florida authority holding a similar statute overcame privity for successor representative malpractice claims)
