Jerry Valdez v. Bruce Robertson, Jr.

Case Information

FILED IN 1st COURT OF APPEALS HOUSTON, TEXAS 3/20/2015 5:07:56 PM CHRISTOPHER A. PRINE Clerk

ACCEPTED 01-14-000563-cv FIRST COURT OF APPEALS HOUSTON, TEXAS 3/20/2015 5:07:56 PM CHRISTOPHER PRINE

CLERK CAUSE NO. 01-14-000563-CV IN THE COtJRT OF APPEALS

FIRST COURT OF APPEALS DISTRICT HOUSTON, TEXAS JERRY VALDEZ, Appellant vs. BRUCE ROBERTSON, JR.,

Appellee APPEALED FROM PROBATE COURT NUMBER TWO BEXAR COUNTY, TEXAS TRIAL COURT NO. 2008-PC-3026 HONORABLE JOHN A. HUTCHISON, III, TRIAL JUDGE APPELLANT'S AMENDED BRIEF ARMANDO TREVINO State Bar No. 20211100 1519 Washington St., Suite One Laredo, Texas 78040-0544 Tel: (956) 726-1638 Email: armandotrevinolaw@hotmail.com Attorney for Appellant

CAUSE NO. 01-14-000563-CV IN THE COURT OF APPEALS

FIRST COURT OF APPEALS DISTRICT HOUSTON, TEXAS JERRY VALDEZ, Appellant vs. BRUCE ROBERTSON, JR.,

Appellee APPEALED FROM PROBATE COURT NUMBER TWO BEXAR COUNTY, TEXAS TRIAL COURT NO. 2008-PC-3026 HONORABLE JOHN A. HUTCHISON, III, TRIAL JUDGE

APPELLANT'S AMENDED BRIEF

ARMANDO TREVINO State Bar No. 20211100 1519 Washington St., Suite One Laredo, Texas 78040-0544 Tel: (956) 726-1638 E-mail: armandotrevinolaw@hotmail.com Attorney for Appellant

ii

IDENTITY OF PARTIES AND COUNSEL JERRY VALDEZ Appellant

ARMANDO TREVINO

Attorney for Appellant SBN 20211100 1519 Washington, Suite One Laredo, Texas 78040 Tel: (956) 726-1638 Email: am1andotrevinolawC(ilhotmail.com

BRUCE ROBERTSON, JR.

Appellee

Attorney Pro Se

BRUCE ROBERTSON, JR. SBN 17078000 8100 Broadway, Suite 102 San Antonio, Texas 78209 Tel: (210) 225-4001 Fax: (210) 227-2417 CLEMENS & SPENCER Attorneys for Appellee GEORGE H. SPENCER, JR. SBN 18821001 112 E. Pecan, Suite 1300 San Antonio, Texas 78205 Tel: (210) 227-7121 Fax: (210) 227-0732

iii INDEX OF AUTHORITIES Page(s) Cases Allen v. Nesmith, .................................................................................. . 15 525 S.W. 2d 963 (Tex. App. - Houston [1 st Dist.] 1975 writ refd n.r.e. 531 S.W. 2d 330 (Tex. 1975) Bank of Tex. V. Mexia, ........................................................ . 6 135 S.W. 3 rd 356,362 (Tex. App. - Dallas 2004, pet. denied)

Boyles v. Gresham, ............................................................ ..

15 263 S.W. 2d 935 (Tex. 1954) Brooks v. Northglen Ass'n, ................................................... . 12 141 S.W. 3 rd 138 (Tex. 2004)

Cooper v. Texas Gulf Indus., ................................................. ,

6, 7,

10. 12 513 S.W. 2d 200 (Tex. 1947) Cox v. Johnson, .................................................................. 7 638 S.W. 2d 867 (Tex. 1982) Jones v. LaFargue, ........................................................... ... 10 758 S.W. 2d 320 (Tex. App. - Houston [14 th Dist.] 1988, no writ

Laros v. Hartman, ...............................................................

6 260 S.W. 2d 22 (Tex. 1947) Long v. Thomason, ............................................................. 6 202 S.W. 2d 212 (Tex. 1947) Longoria v. Exxon Mobil Corp., .............................................. 8, 12 255 S.W. 3 rd 174 (Tex. App. - San Antonio 2008, pet. denied)

Paradigm Oil, Inc. v. Retamco Operators, Inc., .............................

8 372 S.W. 3 rd 177 (Tex. 2012)

iv INDEX OF AUTHORITIES Page(s) Cases Pledger v. SchoeUkopf, ......................................................... 8 762 S.W. 2d 145 (Tex. 1988) Pulte v. Gregory, ................................................................ 10 629 S.W. 2d 919 (Tex. 1982) Schott v. Oppenheimer, ..... ..... ......... ..................... ... .............. 8 344 S.W. 2d 250 (Tex. App. - San Antonio 1861, writ refd n.r.e.) Simpson v. Afton Oaks Civic Club, Inc., .................................... 8 145 S.W. 3 rd 169 (Tex. 2004)

Triestman v. Kilgore, ............................................................

15 838 S.W. 2d 547 (Tex. 1992) In re Estate of Wilson, .......................................................... 6 252 S.W. 3 rd 708, 712 (Tex. App. - Texarkana 2008, no pet.) Wojcik v. Wesolick, 97 S.W. 3 rd 335 (Tex. App. - Houston [l4 th Dist.]

6, 7 2003, no pet. Statutes and Rules Probate Code §3(r) ................................................................. ....... 3, 6, 10, 14 §10 ........................................................................ 3,6

§33 .................. .......................................................

5,7

§59 .........................................................................

6

v INDEX OF AUTHORITIES Page(s) Statutes and Rules Rules of Civil Procedure 39 ..................................................................... ...... 3, 5, 6,7,9 10-13

41 ....................................................................... ... 8, 12

93.2 and 93.4 . ... ... ... ........... .......... ..... ....... ....... ............ .

8

vi TABLE OF CONTENTS Page(s) Title Page. . . . . . . . .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... 11 Identity of Parties and Counsel ................................................ 111 Index of Authorities ............................................................. IV Table of Contents ................................................................ VB Statement of the Case. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ....... 1

Statement

of Facts ............................................................... 1

Issues Presented .................................................................

5

Summary

of the Argument ..................................................... 6 Argument

First Issue. . . . . . . . . . . .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 7 The Trial Court erred when it dismissed the application of JERRY VALDEZ to admit the Will of MARTHA JANE VALDEZ into probate.

Second Issue

............................................................. 13 BRUCE ROBERTSON, JR. does not have standing to contest the application to admit the 1997 Will into probate. Third Issue ................................................................ 14 The Trial Court should have admitted the Will of MARTHA JANE VALDEZ because it met the requirements of Probate Code §59 for a self-proving Will and the Will was not being contested by anyone who had standing to contest the Will.

vii TABLE OF CONTENTS Page(s) Prayer ............................................................. ................ 15

Certificate of Service ...........................................................

16

Certificate of Compliance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . .

17 Appendix

viii STATEMENT OF FACTS This case pertains to the probate of the estate of MARTHA JANE VALDEZ, who died on September 30,2008, at the age of98 and was survived by 12 children. DOROTHY MELLO's WILL CONTEST On October 10, 2008, Appellant JERRY VALDEZ filed an application to probate the February 22, 1997, self-proving Last Will and Testament of MARTHA JANE and to be appointed Independent Executor of the Will (CR 36, App. Exh. K). VALDEZ is the principal beneficiary of MARTHA JANE's estate under the Will. DOROTHY H. MELLO, one of the surviving children, filed a contest to the Will through her then attorney Appellee BRUCE ROBERTSON, JR (App. Exh. K). A jury trial was held, at which DOROTHY, her sisters ANGIE CONTRERAS, and ESTELLA PENA, testified, as well as DEBBIE ZAMARRIPA, and GERALDINE SMITH, grandchildren of MARTHA JANE. Also present at the trial were OLIVIA VALDEZ, JESSE VALDEZ, JULIO VALDEZ and GEORGE VALDEZ, other children of MARTHA JANE (App. Exh. K). The jury returned a verdict sustaining DOROTHY H. MELLO's will contest, and JERRY VALDEZ appealed to the Fourth Court of Appeals in Cause No. 04-13-00854-CV. While the appeal was pending, DOROTHY H. MELLO discharged ROBERTSON and withdrew her contest to the Will. The Court of Appeals, after noting there was no opposition to the dismissal of DOROTHY's will contest dismissed the appeal (App. Exh. K).

1 ROBERTSON's WILL CONTEST Appellee ROBERTSON filed a contest to the Will and to the appointment of VALDEZ as Independent Executor (CR 42, App. Exh. B), saying that he had standing through a judgment he had obtained against MARTHA JANE's estate on December 23, 2009, in Cause No. 2007-PC-2303, Estate of MARTHA JANE VALDEZ, An Incapacitated Person, in Probate Court Number Two of Bexar County, Texas.

VALDEZ objected to the contest, pointing out that the December 23, 2009, was on appeal in the Fourteenth Court of Appeals under Cause No. 14-10-00323- CV and was not final. The Fourteenth Court of Appeals set aside the December 23, 2009, judgment and remanded the case for ROBERTSON to prove what attorney's fees, if any, he was owed by MARTHA JANE's estate (CR 79, App. Exh. 10. Judge HUTCHISON entered an order that ROBERTSON had standing to contest the Will (App. Exh. F). On June 19, 2012, a final judgment was entered denying

ROBERTSON's claim against the guardianship estate (CR 73, App.

Exh. G), and ROBERTSON did not appeal.

ROBERTSON made a second attempt to obtain standing to contest the Will by filing a claim against Decedent's estate. The court-appointed temporary administrator denied the claim (App. Exh. G) and ROBERTSON then filed suit against the court-appointed administrator even though ROBERTSON, who is

2 board-certified and has vast experience in probate matters, knew that the court appointed administrator was protected by statutory immunity. The administrator waived compensation and withdrew from the case. In spite of all of the above Judge HUTCHISON continues to maintain that ROBERTSON has standing to contest the Will and to object to the appointment of VALDEZ as Independent Executor.

DISMISSAL OF THE APPLICATION ROBERTSON wrote to the Trial Court and asked that the heirs of MARTHA JANE who had not been joined be made parties to the probate of the estate but did not file a plea in abatement. The Trial Court agreed and, ostensibly acting under the authority of Rule 39 Tex. R. Civ. Proc. Ann., ordered VALDEZ to join as parties all heirs of MARTHA JANE (CR 45, App. Exh. C). VALDEZ responded, saying that all of the heirs of MARTHA JANE were already parties pursuant to §§3(r), 10, 37 and 38 of the Probate Code and that he had already notified all of the living children of MARTHA JANE of his application to probate the estate and to admit the February 22, 1997, self-proving will into probate (CR 63, App. Exh. D). The Trial Court disagreed with the response of VALDEZ and dismissed the application to probate the 1997 Will on May 21,2014 (CR 79, App. Exh. E).

3 FAILURE TO APPROVE THE WILL VALDEZ filed pleadings asking Judge HUTCHISON to admit the Will into probate, pointing out (l) that the Will met the requirements of Section 59 of the Probate Code for a self-proving Will, (2) none of the heirs of MARTHA JANE were contesting the Will and had even waived their rights to contest the Will, and (3) ROBERTSON did not have standing to contest the Will (CR 63,69). The Trial Court refused the request by VALDEZ (CR 79, App. Exh. K).

4 ISSUES PRESENTED FOR REVIEW First Issue: The Trial Judge erred when he held that he had authority under Rule 39 of the Texas Rules of Civil Procedure to dismiss the application to probate the Will because Appellant had failed to join all of the heirs of MARTHA JANE VALDEZ as parties to the application. This case is governed by the Probate Code and under the unambiguous language of Tex. Prob. Code Ann §33, it was not necessary to join all heirs of the Decedent.

Second Issue: BRUCE ROBERTSON, JR. does not have standing to contest the application to admit the 1997 Will into probate. Third Issue: The Trial Court should have admitted the Will of MARTHA JANE VALDEZ into probate because it met the requirements of Probate Code §59 for a self-proving will and the will was not being contested by anyone who had standing to contest the will.

5 SUMMARY OF THE ARGUMENT The Trial Court erred in dismissing the suit, which is a probate proceeding governed by Section 33(a) of the Probate Code and not by Rule 39 of the Texas Rules of Civil Procedure, and even then Rule 39(b) authorized the Court to retain jurisdiction of the case and to enter judgment as to the persons who were parties to the suit. See Wojcik v. Wesolick, 97 S.W. 3 rd 335, 337-338 (Tex. App. - Houston [14 th Dist.] 2003, no pet.) in which the Court held that the Probate Code did not require the joinder of all interested parties in will contests, and Rule 39 of the Texas Rules of Civil Procedure on joinder of parties needed for just adjudication did not apply because it conflicted with the unambiguous language of the Probate Code. See also In re Estate of Wilson, 252 S.W. 3 rd 708, 712 (Tex. App. - Texarkana 2008, no pet.); Bank of Tex. v. Mexia, 135 S.W. 3 rd 356, 362 (Tex. App. - Dallas 2004, pet. denied); Cooper v. Texas Gulf Indus., 513 S.W. 2d 200, 203 (Tex. 1947).

Appellee does not have standing to contest the Will. He is not an heir of Decedent, nor is he a confirmed creditor, therefore he does not meet the definition of an interest person as set out in Section 3(r) of the Probate Code nor does he meet the requirements of a contestant pursuant to Section 10 of the Probate Code as to persons entitled to contest probate proceedings. See Laros v. Hartman, 260 S.W. 2d 592,595 (Tex. 1953); Long v. Thomason, 202 S.W. 2d 212,215 (Tex. 1947).

6 The Trial Court had a ministerial duty to admit the 1997 Will into probate because (1) it met the requirements for a self-proving will and (2) no interested person was contesting the Will. See Probate Code §§10 and 59.

ARGUMENT First Issue: The Trial Judge erred when he held that he had authority under Rule 39 of the Texas Rules of Civil Procedure to dismiss the application to probate the Will because Appellant had failed to join all of the heirs of MARTHA JANE VALDEZ as parties to the application. This case is governed by the Probate Code and under the unambiguous language of Tex. Prob. Code Ann §33(a), it was not necessary to join all heirs of the Decedent as parties.

Argument and Authorities The Trial Judge erred when he held that Rule 39 of the Texas Rules of Civil Procedure Annotated authorized him to dismiss the application of Appellant to probate the Will (CR 45, 75, 79). This is a probate case and Article 33(a) of the Probate Code trumps Rule 39 Tex. R. Civ. Proc. because the unambiguous language of Tex. Prob. Code Ann. says it is not necessary to join any person as a party or give notice of probate proceedings unless the Texas Probate Code expressly so provides, and no provision of the Texas Probate Code expressly provides that will contestants must join or give notice to all will beneficiaries or any other parties. See Rule 39 Tex. R. Civ. Proc.; Art. 33(a) Texas Probate Code;

7 Wojcik v. Wesolick, 97 S.W. 3 rd 335 (Tex. App. - Houston [14 th Dist.] 2003, no pet.). See also Cooper v. Texas Gulf Indus., 513 S.W. 2d 200, 203 (Tex. 1947); Cox v. Johnson, 638 S.W. 2d 867, 868 (Tex. 1982); Simpson v. Afton Oaks Civic Club, Inc., 145 S.W. 3 rd 169, 170 (Tex. 2004).

PRECEDENTIAL VALUE A panel adjudicating a case is bound by the precedent set in a prior opinion unless the prior opinion has been overruled by the Texas Supreme Court or by an en banc opinion of the same court of appeals. See Paradigm Oil, Inc. v. Retamco Operators, Inc., 372 S.W. 3 rd 177, 185 (Tex. 2012). A fortiori, Trial Judges, attorneys and litigants are required to abide by the decisions of the Fourth Court of Appeals in cases tried within the Fourth Court of Appeals District. See Longoria v. Exxon Mobil Corp., 255 S.W. 3 rd 174, 180 (Tex. App. - San Antonio 2008, pet. denied); Schott v. Oppenheimer, 344 S.W. 2d 250, 251 (Tex. App. - San Antonio 1961, writ ref'd n.r.e.) (defining persons who are interested in an estate as heirs).

No Plea In Abatement

Assuming

arguendo that Appellee ROBERTSON had standing, he failed to file a plea in abatement. When a party complains that there has been a misjoinder of parties such as the failure to join an indispensable party, a verified plea in abatement must be filed. See Rules 41, 93.2, 93.4 of the Texas Rules of Civil Procedure; Pledger v. Schoellkopf, 762 S.W. 2d 145, 146 (Tex. 1988).

8 When VALDEZ filed his second application to admit the 1997 Will into probate, ROBERTSON filed his amended contest of the Will and asked the Court to order VALDEZ to join all the heirs of MARTHA JANE as parties (CR 42). The Court agreed and entered an order saying that it was acting under the authority of Rule 39 of the Texas Rules of Civil Procedure and ordered Appellant to join all of the heirs of MARTHA JANE as parties (CR 45, App. Exh. C). VALDEZ

responded by saying:

(l) all of the heirs of MARTHA JANE were already parties by virtue of Sections 3(4), 10,37 and 38 of the Probate Code; (2) he had on various occasions served all of the living children of MARTHA JANE with a copy of the 1997 Will and of his application to probate the Will; (3) DOROTHY H. MELLO had filed a contest to the Will and had appeared at a jury trial with several of her siblings in support of the Will Contest but had subsequently withdrawn her contest to the Will and the Court of Appeals, noting there was no opposition, had dismissed the contest to the Will (App. Exh. 1<); and (4) cited Rule 39 and Supreme Court and Court of Appeals cases proving that the Trial Court did not have authority to dismiss the application (CR 63, App. Exh. D).

A judicious review of the legal authorities applicable to the case readily discloses that the Trial Court did not have the authority to dismiss the application to probate the Will. If the 1997 Will is valid, JERRY VALDEZ is the main beneficiary of the estate. If the Will is invalid, the children (or their survivors) are

9 entitled to an equal share of the estate under Section 38 of the Probate Code. An allegation of a Constitutional violation is reviewed from a Constitutional perspective and not through an abuse of discretion standard.

RULE 39 Neither the Rules of Civil Procedure nor the Probate Code allow a Trial Court to dismiss the application to probate the Will upon the Trial Court's whim or fancy, and the Court misapplied Rule 39 when it dismissed the application of VALDEZ. It is not necessary that all of the heirs of MARTHA JANE be made parties. See Cooper v. Texas Gulf Indus., 513 S.W. 2d 200, 203 (Tex. 1974); PuIte v. Gregory, 629 S.W. 2d 919, 920 (Tex. 1982); Jones v. La Fargue, 758 S.W. 2d 320, 324 (Tex. App. - Houston [14 th Dist.] 1988, no writ).

There are several equally valid reasons that prove the Trial Court committed reversible error when it dismissed the lawsuit: Reason No.1: The dismissal violated Article 1, Section 13 and 19 of the Texas Constitution by denying to JERRY VALDEZ and his siblings open access to a Texas Court and by denying them due process of law in denying them this right to whatever property they are entitled to receive from Decedent's Estate.

Reason No.2: All of the heirs of MARTHA JANE were already parties as a matter oflaw pursuant to §3(r) of the Probate Code. 10 Reason No.3: All of the children of MARTHA JANE named in the Will were already parties as a matter of law under §37 of the Probate Code if the Will is valid.

Reason No.4: All of the heirs of MARTHA JANE are parties as a matter of law pursuant to §38 of the Probate Code if it is determined that MARTHA JANE died intestate.

Reason No.5: DOROTHY H. MELLO and all of the other children of MARTHA JANE who have made an appearance whether at the original will contest of DOROTHY H. MELLO or at any other time are already parties.

Reason No.6: All of the children of MARTHA JANE who have been served with a notice of the will contest by JERRY VALDEZ are already parties. Reason No.7: The Trial Court violated and ignored Rule 39(a) of the Texas Rules of Civil Procedure that says in relevant part: "If (a person to be joined has not been joined) the court shall order that he be made a party." The language is clear, unambiguous, and places the burden on the Trial Court to order the joinder. All it would have taken was an order signed by the Trial Court - which already had the names and addresses of all the children of decedent - to enter an order saying that they were now joined as parties and for the Clerk of the Probate Court to serve each of them with a copy of the order. There is nothing in §39(a) which says that the court shall order the plaintiff, the applicant, or any contestant to join all the

11 other children of Decedent as parties. See Rule 39(a) Tex. R. Civ. Proc.; Rule 41 Tex. R. Civ. Proc. ("Misjoinder of parties is not ground for dismissal of an action"); Brooks v. Northglen Ass'n, 141 S.W. 3 rd 158, 162 (Tex. 2004); Cooper v.

Texas Gulf Indus., 513 S.W. 2d 200, 204 (Tex. 1974); Longoria v. Exxon Mobil

Corp., 255 S.W. 3 rd 174, 180 (Tex. App. - San Antonio 2008, pet. denied).

Reason No.8: Whether from lack of interest, desire to avoid litigation,

ill health, penury, or agreement to have the will probated, no child of MARTHA JANE is contesting the Will.

Reason No.9: Instead of dismissing the suit, the Trial Court should have honored and abided by the spirit, letter and intent of Rules 39(b) and 41 of the Texas Rules of Civil Procedure and should have pursued the resolution of VALDEZ to admit the Will into probate. Instead of dismissing the suit the Trial Court should have determined in equity and good conscience to proceed among the parties already before it. See Brooks, Cooper, and Longoria, supra.

The Court of Appeals should set aside the order of dismissal and remand the case for further proceedings to determine the validity of the Will and to probate Decedent's Estate and settle the estate.

Conclusion As To Issue Number One The Trial Judge in this case is the Honorable JOHN A. HUTCHISON, III, a former statutory probate judge with expertise in Texas probate law who knew, or 12 by the exercise of reasonable diligence should have known, that Section 33 of the Probate Code trumps Rule 39 of the Texas Rules of Civil Procedure, and that Section 33 in combination with Rule 39(b) did not allow him to dismiss the application to probate the estate or the admission of the 1997 Will but instead authorized him to proceed as to the parties already joined.

Second Issue: BRUCE ROBERTSON, JR. does not have standing to contest the application to admit the 1997 Will into probate. Argument and Authorities Appellee BRUCE ROBERTSON, JR. contested the application to admit the 1997 Will and to be appointed Independent executor filed by JERRY VALDEZ; ROBERTSON claimed he had standing because of a judgment entered in his favor and against the guardianship estate of MARTHA JANE VALDEZ on December 23,2009, in Probate Court Number Two of Bexar County.

VALDEZ responded that the judgment was on appeal and was not final. For legally unsound and unfathomable reasons, the Trial Court held that ROBERTSON had standing. The December 23, 2009, was set aside by the 14th Court of Appeals under Cause No. 10-14-00323-CV, and the case was remanded for ROBERTSON to prove what fees and expenses, if any, he was owed by the Guardianship Estate. Probate Court Number Two held evidentiary hearings and held that ROBERTSON did not have a valid claim against the Guardianship Estate (CR 73, App. Exh. G).

13 ROBERTSON then filed a claim against Decedent's Estate, which was rejected by the court-appointed Temporary Administrator. ROBERTSON has repeatedly filed specious, spurious, bad-faith pleadings that his contract to represent MELLO in her application for appointment as guardian of MARTHA JANE was also a contract authorizing ROBERTSON to represent MARTHA JANE. NO jurisconsult, reasonable and competent attorney, Court or Justice - nay, not even a first-year law student - would agree with Appellee that his contract to represent MELLO was tantamount to a contract to represent the estate of MARTHA JANE VALDEZ.

The Trial Court obdurately and unreasonably refused to set aside its order that ROBERTSON had standing to contest the Will. Au contraire, the evidence is clear and the proof is ineluctable that ROBERTSON was not a contestant but was a mere interloper. See Sections 3(r) and 10 of the Probate Code; Womble v. Atkins, 331 S.W. 2d 294,297-98 (Tex. 1960); Logan v. Thomason, 202 S.W. 2d 212,215 (Tex. 1947) (One who claims a pecuniary interest that will not be affected by the probate or defeat of a will, is not a "person interested" in an estate).

Third Issue: The Trial Court had a ministerial duty to admit the 1997 Will into probate because the Will met the requirements of Section 59 of the Probate Code and there was no valid contest to the admission of the Will.

14 Argument and Authorities JERRY VALDEZ applied to have the 1997 Will of MARTHA JANE VALDEZ admitted into probate (CR 16, App. Exh. K). The Will meets the requirements of a self-proving Will. See §59 of the Probate Code; Boyles v. Gresham, 263 S.W. 2d 935, 939 (Tex. 1954); Triestman v. Kilgore, 838 S.W. 2d 547, 547 (Tex. 1992); Allen v. Nesmith, 525 S.W. 2d 943, 945 (Tex. App. - Houston [1 st Dist.] 1975) writ ref'd n.r.e. 531 S.W. 2d 330 (Tex. 1975) (Purpose of the attestation clause, considering the evidence in favor of the proponent). No person interested in Decedent's Estate filed a contest to the Will after VALDEZ submitted his second application to probate the Will and the Trial Court had a ministerial duty to admit the Will into probate.

PRAYER Premises Considered, Appellant JERRY VALDEZ prays: 1. That the May 21,2014, order dismissing his application to probate the

Will be set aside and the case be remanded to the Trial Court for further proceedings, with costs of the appeal assessed against Appellee BRUCE ROBERTSON, JR.;

2. That the order holding that Appellee has standing to contest the Will and the appointment of JERRY VALDEZ as Independent Executor be set aside and held for naught;

15 3. That the 1997 Will be admitted into probate; and

4.

That the Court of Appeals enter such other orders as may be

appropriate. Respectfully submitted, / /. i !! ,

' .. ~ ARMANDO TREVINO' State Bar No. 20211100 1519 Washington St., Suite One Laredo, Texas 7804Q-0544 Tel: (956) 726-1638 Fax: (956) 726-2034 Email: annandotrevinolaw@hotmail.com Attorney for Appellant

CERTIFICATE OF SERVICE A true copy of the above document was served on the __ day of March, 2015, on BRUCE ROBERTSON, JR., 8100 Broadway, Suite 102, San Antonio, Texas 78209; and on GEORGE H. SPENCER, JR., GEORGE H. SPENCER, JR., 112 E. Pecan, Suite 1300, San Antonio, Texas 78205.

/ ' , I ARMANDO TREVINO 16 CERTIFICATE OF COMPLIANCE Relying on the word count function in the word processing software used to produce this document, I certify that the number of words in this Petition (excluding any caption, identity of parties and counsel, statement regarding oral argument, table of contents, index of authorities, statement of the case, statement of issues presented, statement of jurisdiction, statement of procedural history, signature, proof of service, certification, certificate of compliance and appendix) is 2,504.

/ , ; ,c / /

ARMANDO

TREVI~97

/ '

17 CAUSE NO. Ol-14-000563-CV IN THE COURT OF APPEALS

FIRST COURT OF APPEALS DISTRICT HOUSTON, TEXAS JERRY VALDEZ, Appellant vs. BRUCE ROBERTSON, JR.,

Appellee

APPENDIX

LIST OF EXHIBITS IN THE APPENDIX EXHIBIT DESCRIPTION

Amended Application To Probate Will

A.

B.

ROBERTSON's Amended Will Contest

C.

Order To Join All Heirs As Parties

D.

Response To Order To Join All Heirs

E.

May 21,2014, Order of Dismissal

F.

Approval of ROBERTSON's Standing As Contestant

June 20, 2011, Denial Of ROBERTSON's Claim

G.

H.

Rejection of ROBERTSON's Claim

Rule 39, Texas Rule of Civil Procedure

I.

J.

Art. 33, Probate Code

Affidavit of Appellant JERRY VALDEZ

K.

Excerpts from July 22, 2013, Reporter's Record

L.

VERIFICATION OF EXHIBITS STATE OF TEXAS §

COUNTY OF BEXAR

§

My name is ARMANDO TREVINO. I am the attorney for Appellant JERRY VALDEZ. I hereby verify that each of the above Exhibits is an original or a true copy of the original of a record in this cause.

ARMANDO TREVrno--°'" -- II, SUBSCRIBED AND SWORN to before me on this the .. 1.< day of March,

2015.

Notary, ublic State fTexas

Exhibit A Amended Application To Probate Will

CAUSE NO. 2008-PC-3026

':;:1(1) 'TV " P

4:

~ I J , ESTATE OF IN PROBATE C9pRT ' . Ti:OFF • t COUR

V'._

t;::-'.' .;~·. TEXt

MARTHA JANE

VALDEZ,

NUMBERt>~ .

._- ~~!;--

DECEASED

BEXAR COUNTY, TEXAS SECOND AMENDED APPLICATION TO PROBATE 1997 WILL TO THE HONORABLE JUDGE OF SAID COURT: Comes Now JERRY VALDEZ and files this Second Amended Application to probate the self-proving February 22, 1997, Last Will and Testament of MARTHA JANE V ALDEZ. In support thereof Applicant shows:

1.

This amended application takes the place of the original and previously amended applications. Rules 63,64 and 65 Tex. R. Civ. Proc. 2. Applicant asks the Court, pursuant to Rule 201 Tex. R. Ev., to take judicial notice of the following: a. The self-proving February 22, 1997, Last Will and Testament of MARTHA JANE VALDEZ, that is on file in the records of this Cause. b. DOROTHY H. MELLO - and only DOROTHY H. MELLO - filed a contest to the 1997 Will but later withdrew the contest to the Will and the Fourth Court of Appeals issued its mandate in Cause No. 04-10-00417 -CV

1 112010. MJV, ESTATE, SECOND AMENDED APPUCAnON TO PROBATE 1997 Will approving the withdrawal of the contest of the Will. A copy of the August 11, 2010, Mandamus Opinion and mandate are on file in the records of this cause.

c. The June 9, 2010, Settlement Agreement between DOROTHY H. :MELLO and JERRY VALDEZ. 3. Applicant JERRY VALDEZ is an individual interested in this Estate. He resides at 3315 Buena Vista, San Antonio, Texas. The Will being offered for probate names JERRY VALDEZ as the Independent Executor and his wife MARY ALICE VALDEZ as the Alternate Independent Executor. MARY ALICE VALDEZ resides at 9126 Summer Wind, San Antonio, Texas.

4. The Decedent is MARTHA JANE VALDEZ, who was 98 years old when she died on September 30, 2008, while residing at 158 N. San Horacio, San Antonio, Texas.

5. This Court has jurisdiction and venue because Decedent was

domiciled in and had a fixed place

of residence in this County at the time of her death.

6. At the time of her death Decedent owned: a. Property One - 3307 Buena Vista S1., Lots 17 and 18 Block 4, New City Block 3040~ WEST IDGHLANDS,. City of San

Antonio, Bexar County, Texas, accor<liI1g to plat reconied

in

Volun;le

3(i8,. Page 276, Deed and Plat Records of Bexar County, Texas.

b. Property Two - 3315 Buena Vista SL,..Lots 21 and 22,. Block 4,

New City Block 3040, WEST HIGHLANDS, City of

San 2 112010. MJV. ESTATE. SECOND AMENDED APPUCATION TO PROBATE 1997 WILL Antonio, Bexar County, Texas, accordinE to plat recorded in VolllIU-e 3()8~ Pa&! 276, Deed and Plat Records of Bexar

County, Texas.

c. Property Three - 3600 W. Commerc~ Lots 8,. 9,. 10,. 11,. Block 79, New City Block 3675, Lakeview Edition, situated within the cQrporate limits of the City of San 4PioniO,. Bexar County,. Texas according to plat thereof recorded in VDlume 105, P. 190 of the Bexar County Deed and Plat Records.

d. Property Four - Lot 2, HIDDEN OAKS ESTATES SUBDIVISION, UNIT ONE,. A PLANNED UNIT DEVELOPMENT, situated in Bexar County, Texas, according to plat thereof recorded in Volume 9528,. Page 178-186,. Deed and Plat Records of Bexar County, Texas.

e. Personal Property consisting of jewelry,. clothing,. furniture and cash with a total approximate value of$15,000.00. 7 . INFORMATION REGARDING THE 1997 WILL.

a.

The February 22, 1997, Will is on file in the records of this cause and was never revoked. b. The subscribing witnesses to the Will and their present address IS: (1) ERNEST GUAJARDO 3722 W. Houston San Antonio, Texas 78207

(2)

JOSE LUIS ADAME (Deceased}, whose address was 3314 Buena Vista St. San Antonio, Texas 78207 when he witnessed the Will

8. No child was born to or adopted by Decedent after she executed the 1997 Will. 3 lU010. MJV. ESTATE. SECOND AMENDED APPUCATION TO PROBATE 1997 Will 9. Decedent was never divorced and was a widow at the time of her death. Her husband, JULIO VALDEZ, died on October 28, 1979. 10. A necessity exists for administration of this estate. There are existing claims for and against the estate. 11. The Will names Applicant as Independent Executor to serve without bond. Applicant is not disqualified by law from serving in such capacity or from accepting Letters Testamentary. Applicant is entitled to such Letters.

12. No state, government agency or charitable organization is named as a devisee in the Will. 13. The Vfill is self-proving under Sections 59 and 84(a) of the Probate Code. See Boyles v. Gresham, 263 S.W. 2d 935, 939 (Tex. 1954) (a properly executed will should be admitted to probate); Wick v. Fleming, 652 S.W. 2d 353, 354-55 (Tex. 1983) (proper attestation by two qualified witnesses validates an the otherwise properly executed will and eliminates the necessity for the testimony of the subscribing witnesses when the will is offered for probate).

14. The following persons were previously given notice pursuant to Section 28 of the Probate Code: a. MARTHA JANE BURROW, a daughter, who resides at 254 Banbridge, San Antonio, Texas 78223. b. ANGIE CONTRERAS, a daughter, who resides at 6815 Woodflame, San Antonio, Texas 78227. 4 112010, MJV, ESTATE, SECOND AMENDED APPUCATION TO PROBATE 1997 W1U c. OLIVIA HERNANDEZ, a daughter, who resides at 1427 Steves, San Antonio, Texas 78210. d. DOROTHY H. MELLO, a daughter, who resides at 158 N. San Horacio, San Antonio, Texas 78237. e. ESTELLA V. PENA, a daughter, who resides at 111 Dokes, San Antonio, Texas 78228. f. GABINO VALDEZ, a son, who resides at 12023 Piney Bend Dr., Tomball, Texas 77375-7578. g. GEORGE VALDEZ, a son, who resides at 8011 Pistol Ln., San Antonio, Texas 78227. h. JESSE VALDEZ, a son who resides at 3303 Buena Vista St., San Antonio, Texas 78207. JULIO H. VALDEZ, a son, who resides at 4927 Witt, San

1. Antonio, Texas 78228. EVA VASQUEZ, a daughter, who resides at 5116 Stacy Lane, J. Oklahoma City, Oklahoma 73150. 15. The admission of the 1997 Will to probate is not contested or subject to contest, therefore the Court is requested to admit the Will to probate promptly. Any contest as to the suitability of JERRY V ALDEZ for appointment or Independent Executor, if deemed necessary, should be set for a separate hearing pursuant to Sections 78 and 88 of the Probate Code.

16. PRAYER. Premises Considered, Applicant prays: a. That the application be set for a hearing;

b.

That after said hearing the Will be admitted to probate;

5 112010, MJV, ESTATE, SECOND AMENDED APPLICATION TO PROBATE 1997 WIU c. That Applicant be appointed as Independent Executor; and d. That the Court enter such other orders as may be appropriate,

including the settling of this motion within 30 days and not on February 11, 2011, as previously announced by the Court.

Respectfully submitted, 45l::i /iii2>- ARMANDO TREVINO State Bar No. 20211100 1519 Washington St., Suite One P.O. Box 544 Laredo, Texas 78040-0544 Tel: (956) 726-1638 Fax: (956) 726-2034 Attorney for Applicant JERRY VALDEZ

6 112010. MJV, ESTATE, SECOND AMENDED APPUCATION TO PROBATE 1997 WlU VERIFICATION My name is JERRY VALDEZ and I am the Applicant in this case. All of the facts stated in the foregoing Application are true and correct. STATE OF TEXAS §

§ COUNTY OF BEXAR §

-1J

SUBSCRIBED AND SWORN to before me on the /.s aay of November, , 2010. ~~Rdff~ Nota PublIc State of Texas

\\"""tt, .$'~W~~.'~f~'" LAURIE R, ALLEN ty ":"'§ Notary Public, State of Texas \'i"

"~.? My Commission Expires -"',f,f,f,:,~~~"" October 29, 2013 7

112010, MJV, ESTATE, SECOND AMENDED APPUCATION TO PROBATE 1997 WILL

Exhibit B ROBERTSON's Amended Will Contest

.,:;

" PILED l~~ HATin~S ~R8~AJE NO. 2008-PC-3026 INTHElRb~~Cb~f4 IN THE ESTATE OF ~kRARD RICKHOff NUMBE ~Gl.£Rii.PR08ArE COURTS MARTHA JANE VALDEZ, ~ COUNTY. TEXAS BEXAR ~l>-iOOrf--::-· ==r-:'::Il'IDXAS=--~- DECEASED . AMENDED OPPOSITION AND CONTEST TO PROBATE OF PURPORTED WILL AND APPLICATION TO APPOINT INDEPENDENT EXECUTOR TO THE HONORABLE JUDGE OF SAID COURT: Now comes BRUCE ROBERTSON, JR., a party interested in the Estate of MARTHA JANE V ALDEZ, Deceased, for the purpose of opposing the application to probate a will and to be appointed Independent Executor filed herein by JERRY VALDEZ, said purported will being dated

February 22, 1997, and in support thereof would show the Court the following:

1. The allegations in the application to probate the purported will of Martha Jane Valdez which set forth: a. The Decedent's name, age, and domicile;

b.

the facts, date, and place of the Decedent's death; and

c.

the facts showing jurisdiction and venue, are admitted.

2.

Except in the matters admitted above, Bruce Robertson, Jr. denies generally the allegations contained in the Proponent's Application for Probate and to be appointed Independent Executor and demands strict proof thereof by a preponderance of the believable evidence.

3. The instrument dated February 22,1997 purporting to be the will of Martha Jane Valdez, deceased, is not a lawful and valid will of the Decedent and should not be admitted to probate because of the facts and matters stated below.

4. On the date of the alleged execution of the purponed will, the Decedent was not of sound mind and lacked testamentary capacity. 5. The instrument dated February 22. 1997 was executed as a result of undue influence

exerted over the Decedent by Jerry Valdez.

The purported will was not executed by the Decedent with the present intent to create 6.

a revocable disposition of her property to take effect after her death. In

1997 her mental incapacity was such that she could not have formed testanlentary or donative intent or to be able to read and understand the will.

7. The purported will was executed while the Decedent did not know or understand the content of the instruments. 8. Jerry Valdez breached his fiduciary duties to decedent in connection with her execution of the will and one deed executed at the same time. 9. Jerry Valdez is disqualified and unsuitable to be appointed Independent Executor.

A

jury in the trespass to try title litigation in the decedent's guardianship found that Jerry Valdez and his wife purloined about $8,400 from the Decedent's bank accounts and that he breached his fiduciary duties to the incompetent decedent and defrauded her of her real properties.

10. Jerry Valdez has failed to join necessary parties and to obey the Court's ruling that

he do so.

Jerry Valdez is barred from prosecuting his application by res judicata and collateral 11. and judicial estoppel and the relevant statutes of limitation. WHEREFORE. Bruce Robertson, Jr. requests that upon hearing. this Court dismiss Jerry Valdez' application for his failure to join necessary parties and that it deny probate of the purported will of the Decedent dated February 22, 1997 and the appointment of Jerry Valdez as Independent

Executor; and that he recover his costs of court; and that he be granted such further reliefto which he may be justly entitled.

Respectfully submitted, 4(~~~ BRUCE ROBERTSON, JR. T.S.B.N. 17078000 8100 Broadway, Suite 102 San Antonio, Texas 78209 (210) 225-400 I Telephone (210) 224-2417 Facsimile Pro Se

Certificate of Service I certify that a true copy of this pleading was served upon applicant's attorney of record in accordance with the T.R.C.P. on this JJ.::' day of July, 2013. BRUCE ROBERTSON, JR.

Exhibit C

Order To Join All Heirs As Parties ;2102242417 17138509830 # 41 NO. 200B-PC-3026 INTBEESTATEOF IN THE PROBATE COURT MARTHA JANE VALDEZ, NUMBER ONE DECEASED BEXAR COUNTY, TEXAS ORDER BEOUlRING JOINDER OF TIm HElM QF THE DECEDENT AS fARnE5 TO THIS CAVSI On Fobruary 9, 2012, this Court signed its order requiring Jerry Valdez, the applicant for the

probate oftM will of the decedent

in this cause, to join as parties the heirs of the decedent. Jerry Vald~ has refused to comply with Court's order.

On JWle 4, 2013, the Court set a bearing to be held on July 22. 2013 on a motion for SU1lll1UllY judgment rued by Jerry Valdez to be followed by ajmy trial ofthc will contest. In said order the Court stated that before the commencement ofthc trial Jerry Valdez shall have complied

with

Court's original order ofFebtuary 9,2012. by joinin¥ the heirs of decedent as parties.

Upon determining from Jerry Valdez' attorney of record that Jerry Valdez had not joined as parties the heirs ofthc dcced.ent, the CoW't cancelled the scheduledjury trial tUld made the following

order:

It is ORDERED by the Court that Jerry Valdez shall join as parties in this case all of the heirs of the ~ent Martha. Jane Valdez within 30 days from the date of July 22.2013; and It is further ORDBRED that in the event Jerry Valdez fails to join as parties to this (lase the heirs of Martha Jane Valdez. his application for probate of her will shall be dismissed.

-t-"-

/") .- \ 17138509830 ; 2102242417 # 5/

APPROVBD AS TO FORM:

ARMANDO TREVINO

T.S.B.N.20211100

1S19 Washington Street Laredo, Texas 78042 (956) 726-1638 Te1ephono (956) 726-2034 Facsimile Attomcy for Jerry Valdez BRUCB ROBERTSON. JR.

T.S.B.N. 17078000

8100 Broadway, Suite 102 San Antonio, Texas 78209 (210) 2254001 Telephone

(210)

224·2411 Facsimile

NO.200S-PC-3026 IN RE: ESTATE OF § IN PROBATE COURT §

MARTHA JANE VALDEZ, § NUMBER ONE OF §

DECEASED § BEXAR COUNTY, TEXAS

AMENDED ORDER

Pursuant to Rule 39, Texas Rules of Civil Procedure, the Court hereby ORDERS that Applicant, Jerry Valdez, Proponent of the purported Will of Martha Jane Valdez, dated February 22, 1997, join all the heirs at law of Martha Jane Valdez, the Decedent, that are not already parties, as parties to the Will Contest pending under the above cause nwnber.

SIGNED ON TIDS THE 9 fltnA Y OF 1- d . . 2012 . . HUTCHISON ill S A TORY PROBATE JUDGE SmING PPOINTMENT E:\JAHOFPIa5tat. Probate Judl!es\Valdez·Belt2r Co\order panles.wpd Exhibit D --,----.-~,----- - - - - - - - - - Response To Order To Join All Heirs CAUSE NO. 04-13-00854-CV IN THE COURT OF APPEALS FOURTH COURT OF APPEALS

SAN ANTONIO, TEXAS

ESTATE

OF MARTHA JANE VALDEZ, DECEASED

RESPONSE

TO FEBRUARY 21,2014, ORDER TO SHOW CAUSE

TO THE HONORABLE COURT OF APPEALS:

1. Comes Now Appellant JERRY VALDEZ, files his response to the February 21, 2014, order of the Court, and says that his appeal of the September 9, 2013, self-executing order dismissing his motion to admit the self-proving February 22, 1997, Last Will and Testament of MARTHA JANE VALDEZ into probate is an appealable event.

2. A copy of the order is found in the Clerk's Record at CR 136, 137. The order says in clear, unmistakable language: "It is ORDERED by the Court that Jeny Valdez shall join as parties in this case all of the heirs of the decedent Martha Jane Valdez within 30 days from the date of July 22, 2013; and

1 02.2014. MJV, ESTATE, CAUSE NO. 04-l3-008S4-CV, RESPONSE TO FEBRUARY 21 , 2014, ORDER TO SHOW CAUSE It is further ordered that in the event Jerry Valdez fails to join as pruties to this case the heirs of Maltha Jane Valdez, his application for probate of her will shall be dismissed."

3. Neither Appellant nor his attorney have the power or authority to compel the Trial Court to enter a specific order dismissing the application of JERRY VALDEZ to probate the Febnlru'y 22, 1997, Will of MARTHA JANE VALDEZ. If entry of such an order is required, the Texas Rules of Civil Procedure, the Texas Probate Code and the Texas Rules of Judicial Administration compel the Trial Court to enter such an order; otherwise, the Court of Appeals can order the Tlial Court to show cause why he has not entered such an order or the Court of Appeals can issue a writ of mandamus on its own motion and authority.

4. The following documents are also relevant to the reply to the order to show cause: a. The February 7, 2012, order to include all heirs as pruties, CR 72. b. The May 29, 2012, objection by JERRY VALDEZ to the February 7, 2012, order. c. The September 28, 2013, motion by JERRY VALDEZ to set aside the September 9, 2013, order. 2 02.2014, MJV, ESTATE, CAUSE NO. Q.4·13·00SS4·CV, RESPONSE TO FEBRUARY 21, 2014, ORDER TO SHOW CAUSE 5. At the July 22, 2013, heruing, JERRY VALDEZ said that all of the heirs of MARTHA JANE V ALDEZ were pru1:ies and that it was thus unnecessary for him to take any further action to join them as pruties. See the Reporter's Record.

6. Section 4A of the Probate Code authorizes appeal of orders that might otherwise be considered interlocutory. See Womble v. Atkins, 331 S.W. 2d 294, 298 (Tex. 1962) (dismissal of an application for probate, or contest of a will); Krueger v. Williams, 359 S.W. 2d 48, 50 (Tex. 1962) (order modifying and approving the inventory of the estate).

7. Case law teaches that ''To be final and appealable, a probate order need not dispose of the entire proceeding. Because probate administration is a continuing process, its nature contemplates that future decisions must be based on intermediate decisions. Interlocutory appeal is necessary to provide practical review of erroneous decisions controlling intermediate decisions before their consequences become ilTeparable." Estate of Novar v. Fitzgerald, 14 S.W. 3 rd 378,

379 (Tex. App. - El Paso 2000, no pet.). See also Adjudru1i v. Walker, 232 S.W.

3 rd 219, 223 (Tex. App. - Houston [1 st Dist.] 2007, no pet.); In re Estate of Washington, 289 S.W. 3 rd 362, 365 (Tex. App. - Texru"kana 2009, pet. denied); In re Estate of Boren, 268 S.W. 3 rd 841, 845 (Tex. App. - Texru"kana 2008, pet. denied) (appeal of an order prior to the closing of the estate).

3 02.2014, MJV, ESTATE, CAUSE NO. 04-13-008S4-CV, RESPONSE TO FEBRUARV 21,2014, ORDER TO SHOW CAUSE 8. It is clear on the face of the record that the application of JERRY V ALDEZ to admit the 1997 Will into probate was dismissed 30 days after September 9, 2013, without the need of any further action by the Tlial Court. The dismissal is conectly reviewable by appeal under Section 4A of the AIIDotated Probate Code and the decisions of the Texas Supreme COUlt in Womble, supra and Krueger, supra, which are binding on this Court.

9. PRA YER: Premises Considered, Appellant JERRY VALDEZ asks the Court of Appeals to enter an order allowing Appellant to go forward with his appeal.

Respectfully submitted, /s/ ARMANDO TREVINO State Bar No. 20211100 1519 Washington St., Suite One Laredo, Texas 78040-0544 Tel: (956) 726-1638 Fax: (956) 726-2034 Attorney for JERRY VALDEZ

4 02.2014, MJV, ESTATE, CAUSE NO . 04-B-008S4-CV, RESPONSE TO FEBRUARY 21 , 2014, ORDER TO SHOW CAUSE CERTIFICATE OF SERVICE A true copy of the above document was served 011 the 27th day of February, 2014, on BRUCE ROBERTSON, JR., 8100 Broadway, Suite 102, San Antonio, Texas 78209, FCLX (210) 224-2417; and on GEORGE H. SPENCER, JR., GEORGE H. SPENCER, JR., 112 E. Pecan, Suite 1300, San Antonio, Texas 78205, Fax 2101227-0732.

/s/ ARMANDO TREVINO 5 02.2014, MJV, mATE, CAUSE NO. a.-13-00854-CV, RESPONSE TO FEBRUARV 21,2014, ORDER TO SHOW CAUSE Exhibit E May 21, 2014, Order of Dismissal

NO.2008-PC·3026

INRE: ESTATE OF § IN PROBATE COURT

§

MARTHA JANE VALDEZ, § NUMBER ONE OF

§

DECEASED § BEXAR COUNTY, TEXAS ORDER On this day, came to be considered the Motion of Jerry Valdez for entry of an appealable order regarding (1) his Application to Admit the 1997 Will of Martha Jane Valdez, dated February 22, 1997; and (2) the denial of his Application to be appointed Independent Executor of Decedent's Estate.

The Court finds that by Orders dated February 9, 2012, and August 5, 2013, copies of which are attached hereto and made a part hereof, Applicant, Jerry Valdez, was ordered to join as parties to this Will Contest, all of the heirs at law of Martha Jane Valdez, Deceased. Applicant has failed and refused to comply with the Orders of the Court dated February 9, 2012, and August 5, 2013.

The Court has found that all the heirs at law of Martha Jane Valdez, Deceased, are necessary parties for the complete adjudication of this case by the Court. The Application of Jerry Valdez to probate the Will of Decedent and Jerry Valdez's Application to be appointed Independent Executor of the Estate of Martha Jane Valdez, Deceased, should be dismissed for failing to comply with the Court's Orders dated February 9,2012, and August 5, 2013. It is therefore,

ORDERED thatthe Application to Admitthe February 22, 1997, Will of Martha Jane Valdez is hereby dismissed. E:\JAHOFFICElSt8t. Probate JudgeslValdez·Bexar Co\order dismissing appiication.wpd

SIGNED ON THIS THE .;)/ ~YOF M~ ,2014. JO~ONIII STATUTORY PROBATE JUDGE SITTING BY APPOINTMENT

E:\JAHOFFICE\Stat. Probato Judges\ Valdez-Bexar Co\order dismissing applic~lI.wpd Exhibit F Approval of ROBERTSON's Standing As Contestant RlE> IN MAnfRS PIIOBAII ~m rEP :? P) 20 INTBBISTATEOJ MAR'I'HA JANE V AtDU, DICBAUJ) BEXAR COUNTY. TEXAS

~t..Pl"",-e~ O<'clof(' S'~J\~.J... a.~~+ ~'4-k.~Cn ~_~ aUa QVQBllLWOrJIBKI YALUZ· DIIl:AMBNJlwMQflQli ~ mB II1MMABV.nmt:MIN'J' ANI) UQuut J!OB .Am_X" au Ou J\1ly 22. 2013, QID. em to b; beIrd the Pint Amoaded Motioa for S~ J\ldaTnont

IDd RocpaMt b Attumey'. , . 61ed hIrU by Sorry Vald~ the pcopoDAlBt ud eppliaDl fbt 1110 pI1)ba oftbe 1991 will ofMIriha J_ Va""" deeMled.

ltaY Valdez appeared DJ biI AUOnIQ7. BNaO RobcuoJl.1ho CODtoIfaDt ofdlo wiJ~ who had \imel)' tlIId hit Amedcd ~ co lllTY Valdcz' Pint Amended Motion for Sw:rmw)' Judament &ad 1leqY8lt tbt A.UDrIl8y'1 Fea, 'PJ*Nd In ptrIOL The parU6t ~ nsady.

Prior to the oomD1llDOOmcat of the bearIDa. Valdaz Jave to the C~ hi. wrtu.D objocciolll to WfbilllUlaAed to Ro'-t.loll'. l'Cep0Dlt to Valdez' motion tbr I\IIDZIWY judiment. The Coun. IftIt dWy OODIiderina Hid objecdoDi and ooutaa1', vpsaeat thcoou, betto), OVElU.LILaS said

oijlCliou.

The Co\U1. aftm bavlna CODIidtn:d VII.' motiou ad Roborucm's rca.ponto ~.ta, aDd a&r -viDa bcIIC'cl tbeir RIIPOOdvo ~ OBNIBS Sen)' V~ plzlt Amcz1ded Motion for SUlDDSll1 JQdllD*'t and. ~_ tor AUOtr\OYI , ...

Without deropdq ftom the ~ cndor dtnyiDa VaJdert' motion. the Court erwn the l'oJ1owiDa otdOC'l teprdiDa Valdez' ",oUcl1: The CO\&ft doDfes Valdez' sununuy .Iud __ t olaim tQt Rokrtson il not a creditor

1.

of. "'t·. eItaW lad cbal ba cSoa DOt bavtI stu4!na to \X)~ tile decedent's

VOll

!8P024Q · .

wiD.

The Court ~ Valdez' ~ &bat RobettJoa.'B daim apbut tbe ~tls

2.

..., b baawcI tJy rN,JwIbra. Tbc Couft daIIat V .... 1IIopIIoa !bat ~ •• IOIplo _ _ I wiIb ,j.4 '*

3.

Doro1b.v MIllo is ill 1aO'", iD'IIlid or =lI1fcnoab~. -4-rol~ atuct.. ~ t.Do l!r .... oll\, It ia tblI)' ORDBJUU) tbu Jeer, V lldez it not endtJod fog IWCXJYI:r his attoruy '. fecI in this

'7 (' •

APPkOVSD AS TO PORM: MMANDO TlUWINO

T.S.B.N. 20211100

IS 19 WIIbiqtoD S1reet lAredo, Tau18(N2

(956)

7260J638 Tet.pboue (956) m2014 Flr.ILaliIes Aftome:y for Jotry Valdez SiUes ROBERTSON. JR. T.S~~. J7018000

8100 BfOIIrIwar. Sidte 102

S&Q ADaomo. TCIUI1.209 (210) 225-4ooJ Telephone (210) 224-241? PlOIbDlle

V02 f 18P0250

Exhibit G

-_ ._ - - - - - - - - - - --~-- June 20, 2011, Denial of ROBERTSON's Claini

~

.~~ D~\0\ CAUSE NO. 2007-PC-2303

GUARDIANSHIP OF

IN PROBATE COURT

NUMBER TWO

MARTHA JANE VALDEZ

AN INCAPACITATED PERSON

BEXAR COUNTY, TEXAS

FINAL JUDGMENT IN BRUCE ROBERTSON's CLAIM FOR ATTORNEY'S FEES TO THE HONORABLE JUDGE OF SAID COURT: On the 16 th day of November 2011, and March 22, 2012, the COUlt held a hearing on BRUCE ROBERTSON's claim against the guardianship estate of MARTHA JANE VALDEZ for his att0111ey's fees after the judgment entered on December 23, 2009, had been remanded by the Fourteenth Court of Appeals in Cause No. 14-10-00323-CV.

The Court after considering the claim, the records of this cause, the evidence presented and the argument of counsel FINDS: 1. JERRY V ALDEZ does not appeal the award to DOROTHY H. MELLO for her own attorney's fees and expenses; 2. BRUCE ROBERTSON, JR. has failed to prove that he had a contract to represent the guardianship estate of MARTHA JANE VALDEZ; and tfiC\ 1 \~~

03 .2012, MJV, GUARDIANSHIP, FINAL JUDGMENT IN BR's ClAIM FOR ATTORNEY'S FEES

The claim of BRUCE ROBERTSON,

JR.

for attOlney's fees against 3.

the guardianship estate of MARTHA JANE VALDEZ should be DENIED.

It is therefore ORDERED:

1.

The claim of BRUCE ROBERTSON, JR. against the guardianship

estate of MARTHA JANE VALDEZ for attorney's fees is DENIED.

2. ~t are assessed against UCE ROBERTSON, JR., for f2 .' which l~texecution issue ifnot timely pai

.~'

3. ~ final judgment.

(L

I Cj-!Jl d~ 0 t JU:ne, Sl.3 neJ

-\-his

BRUCE ROBERTSON,

JR.

State Bar No. 20211100

State Bar No. 17078000

1519 Washington St., Suite

8100 Broadway, Suite 102

San Antonio, Texas 78209

Laredo, Texas 78040-0544

Tel: (956) 726-1638

Tel: (210) 225-4001

Fax: (956) 726-2034

Fax: (210) 224-2417

v 0 2 0'8 b P 2 a··5 2 ' 2 03.2012, MJV. GUARDIANSHIP. FINAL JUDGMENT IN BR's ClAIM FOR ATTORNEY'S FEES Exhibit H Rejection of ROBERTSON's Claim

NO. l008-PC-3026

IN THE ESTATE OF * MARTHA JANE VALDEZ, NUMBER t,

*

;) . DECEASED * BEXAR COUNTY, Tt MEMORANDUM OF PERSONAL REPRESENTATIVE The foregoing Unsecured Claim of Bruce Robertson, Jr. in the amount of$114,800.00 was presented to Marcus P. Rogers, Temporary Administrator of the Estate of MARTHA JANE MARCUS P. RO ERS State Bar No. 17179700 2135 E. Hildebrand San Antonio, Texas 78209 (210) 736-2222 (210) 881-0200 Temporary Administrator for the Estate of Martha Jane Valdez, Deceased

CERTIFICATE OF SERVICE I hereby certify that a true and correct copy of the above and foregoing Memorandum of Personal Representative has been forwarded to the following, on this the..fl day of June, 2011: Mr. Armando Trevino Mr. George Spencer

Attorney for Jerry Valdez

112 E. Pecan, Suite 1300

1519 Washington, Suite 1

San Antonio, Texas 78205

Laredo, Texas 78040

via fax (210) 227-0732 via fax (956) 726-2034 Mr. Bruce Robertson, Jr. Honorable John A. Hutchison, III

8100 Broadway, Suite 102

Statutory Probate Judge

815 Walker, Suite 240

San Antonio, Texas 78209

via fax (210) 224-2417

Houston, Tx. 77002

via fax (713) 850-9830

CMRRR #700916800001 01378203

" I' , . . -._,.-. ---_._._----------------------_._....- .. -.-

'"

.~., ...... . Exhibit I

- - - - - - -

Rule 39, Texas Rule of Civil Procedure TRCP 39. JOINDER OF PERSONS

NEEDED FOR JUST ADJUDICATION

(a) Persons to be Joined if Feasible. A perso n

who is subject to service of process shall be joined as a

party in the action if (1) in his absence complete relief

cannot be accorded among those already parties, or

(2) he claims an interest relating to the subject of the ~cti o n and is so situated that the disposition of the ac tion. in his absence may (i) as a practical matter impair Or Impede his ability to protect that interes t or (ii) lea\'e any of the persons already parties subject to a substantial risk of incurring double. multiple. or other ''\ise inconsistent obligations bv reason of his claimed interest. If he has not been so j~ined, the court shall 01'-

del' that he be made a party. If he should join as a plain tiff but refuses to do so. he may be made a defendant, or. in a proper case. an involuntary plaintiff.

(b) Determination by Court Whenever Joinder Not Feasible. If a person as described in subdivision (a)(l)-(:2) hereof cannot be made a party. the court shall determine whether in equity and good conscience the action should proceed among the parties before it. . or should be dismissed, the absent person being thus regarded as indispensable. The factors to be considered by the court include: first. to what extent a judgment rendered in the person's absence might be prejudicial to him or those already parties: second. the extent to which. by protective provisions in the judgment. by the shaping of relief. or other measures, the prejudice can be lessened or avoided; third. whether a judgment ren dered in the person 's absence will be adequate; fourth. : wh ether the plaintiff will have an adequate remedy if the action is dismissed for non-joinder.

( c) Pleading Reasons for Nonjoinder. A plead ing assertin g a claim for relief shall state the names. if known to the pleader. of any persons as described in subd i\'ision (a)(l)-(2) hereof who are not joined. and the reasons why they are not joined.

Cd) Exception of Class Actions. This rule is sub ipct to the provisions of Rule 42. Exhibit J Art. 33, Probate Code

PROB §33. ISSUANCE. CONTENTS .

SERVICE. & RETURN OF CITATION. NOTICES. & WRITS

IN

PROBATE MATTERS (a) When Citation or i\otice ;-';ecessal"}. \ 11 per· S')O need b.~ ('iiL'd or othi'l"'s i.';t' ~iH'n nl)tire txrept in situations in wh i;'h this Cod;: fxpr".~sl~ pro\,ides for ci· tation or the ~i\·ing of notice: PM idt'd. h,)we\ er. that even thflugh th i., COdl' does nnt E'xpressly prm ido:' fill' ri· .latinn. or thE' i,S clcl1ce or rr'turn of nt 1 tice in any prt)· batt' matter. the' CI)urt may. in· it:; di~crctit)r.. ro:'quire

that notice

be gi\ eii. and pri:'s.:ribt· the ftJrm ani.! man· ner of sen·ict' and rdurn therc'tJf.

(b) Is suance by the Clerk or by Personal Rep resentative. Th e lnU!!t:; cl-:.'rk sha~1 i;; . .;'.1O: necps..;al:. ri· tatinns . writs. and proce.,s in probate matters. and all notices not re~uired to) be is.-;u;:d by personal represt'n· latin's. with out any ordp r frur.! the court. un!(':'i"; su ch nrder i, reqljir~d b:: a pru\·i" iun Ijf thi~ Clldr'.

(.c) Contents of Citation. Writ. and :\otice. Ci [ertd or certified mail to the attorney of record for the tation and notires issu~d by the clerk shall bf signed personal ;'epresentatire or receil'er, but if there is ~ and sealed by him , c.::d shall be styled "The State of attorney of record, to the persona! representatiH' one: ~ Texas," \oiicfS r<:'qu irpd to be gil'en by a personal rep ceil'er, ,'I

I

r<:':>entatil'e sha!1 be in I\Titing and shal! be signed by (f) Methods of Sening Citations and i'iotices.; the rfprt'sentati '.'e in hi~ official capacity, All citation;; (1) Personal Senice. ere it is prol'ided thal 'lnd noticeS shai! be di reeted to the person or persons to

personal sE'lyice shall be had Idth respect to a citation

b l' cited or notified, she:]! he dated . and ,;hall stilte the

or

notice, any such citation or nntice must be served sl:,'le and numbu uf the procceding, the court in Il'hieh upnn the attorney of record for the person tf) be cited. it is pending, and shall desl ribe ~en e ra!ly tht' nature '.If \otwithstandin~ the requiremE'nt of per:;onal serlice. tht' pr0ct'edi n~ or matter tl) which th~ citatilln ur notice

serl'ice may be made upon such atlorn£'y by itny of the_ ,

rE'iatt's, \0 prcrt'pt dirC'rted tu an officer i~ nt'cessary, A methods hereinelfter spE'rified for sr:r\'ice upon an at ritatinn ur notice shall dirt'ct the p e r~nn 01' p€'l'sons torney, If there is no attorney of record in the proceed- , cited ill' notified to Gppr:ar by riling a Il'rittl'n C(liltest or ing for Stich persun. or if an attempt to make senice ans\\'('r. or tu perr')rJll ulher acts rf'quirt'd Ilf him (II' upon thE' attorney \\'as unsuccessful. a citation or notice

thf'rll and

shall statt' II'ht'fl find wheri' surh appE'arancf'

directed to a p('rson Il'ithin this State must be serredby

or pE·rformancp. is required, \u citation or nfltice shall

the sheriff or constable upon thE' pcrson to be cited or

be held to be defectil'e because' it contaill:;" prt.'!cept di notified, in pCl'son, by delilering to him a truE' copy of rertl'd to an tiffiet'r iluthr.rizL'd to Sl'rn' it. AlIlI'rils and such citation or notice at least tt'n (10) dal's before the ' , IJ thf'r proce ss e,\crpl citations Cinrl nnticrs shall he di

rE'turn da\' thrreof. l'xclusil'c of the

dat~ of serlice_'" n'ctl'd "To any ~heriff nr clJn~telblt within Iht' StiltE.' 1)1'

\\llt're

th~ pcr~on to be cited or notifiE'd is absent from ' Trxi!5," but Shidl nol be held d('feclil'{, heuluse dirertt'd th e State, or is a nonresident. such cilation or notice , til thl' sh('l'iff or (lny constahlt' of a specific ('()Unl~' if rnal' bE' sen'cd b\' ,l!1\' disintere;;ted person competenttu :, -

, -

Pl'llpcrly sened within thr' nalllrci cuunty b~' such of make oath of the fact. Said citation or notice shall be re- , '

fictr,

turnable at least tt'n (10) days after the date of service. " (d) \\'here !'\o Specific Form of ;\jotieC'. Ser E'xclusil'e of the date of sen'ice, The return or the per- , ,-ice. or Return is Prescribed. OJ' When Prol'isions son selYing the citation or notice shall be fndorsedon

or nttachE'd to same: it shall sho\\' the time and place of '

Are Insufficient or Inadequate. In all :;ituations in \I'hieh thi,., Code rl' qllirf'~ thilt notice bE' giH'n, or that a sen'ice, cerl ify that a true copy of the citation or notice , p e r~ ... n be ci!rrl, "nd in Il'hieh Ii sPeLific nit'tlwrl ,.'If gil' was deli\'ered to the persoil directed to be sen'ed. be ' in~ such nntice iJr of citing such person, iJr a specific subscribed and swurn to before some officer authorized .'4

bl' the la\l's of this State to take affidm'its, under the ! mdhnd of serl'ict' illid return flf sucl1 ritatif)n or notice i;; n,-,t gin'n, lir an insdfici en t or inadequilte pnJd,:;illo h-and and official seal of such officer, and returned to

j

the countHlerk who issued same, Ii in either case such ',' itppt'Ctrs I\'it b rbpt'ct tl) any of such matters, r,r when ilny inlE'restfd ptr$oli sn requ ests, such notice or cita citation o~ notice is returned with the notation that the :

liljn shall bo? issued, s.;'rll'-d, ar,d rdurned in surh man

person sought io be serl'ed, whether \\'ithin or without;: nEr as the ('Ijurt. by \\Titteil clrder, shall direct in a('Cor this State, cannot be found, the clerk shall issue a new ,;

citation

or notice directed to the person or persons : dance with tr,is CfJde Ctnd the TeXaS Rules rJf Cil'il PrGcc-du!'e, c_nd 5 ~cJi he,l'e t~c ~ame force arid effect as 50ught to be serl'ed and sen'ice shall be by publication. : if Ihe manner IJ s.,.nice and return had been specified

(2) Posting. en citation or notice is required to : be posted, it shall be posted by the sheriff or CO!istab le : in !,his COdE-, at the courthouse door of the count'.' in \\'hich the pro- :~ (e) Ser .... ice of Citation or \otice epon Per ceedings are pending, or at the pl~ce in or r.ear the '" sonal RepresentatiYes . Ex ~,=,pt in instances in I\'hirh courthouse where public notices custoii;uily are ;, this Code express!y p(lj\'ides a:lOther method of 3er\'ice, posted, for not less than ten (l Q) days before the retu~~: a!1Y notice or citction rEq:.J:red to be serl'ed lipon an:; day thereof. exclusiye of the date of posting, The cler ,,; per~,jna! !'epresentati':e iH recei\'tf .5haii be sen-ed by $hall de!in'r the original a:1d a copy of such cit,Jion o~:i'~ the c:erk iss:Jir.g ~:Jcn (';:a~jon IJr i1(,r!C/;, The clerk shall

notice to the sheri ff or a,,\, constable of the proper, ~fr;:e the sarr:e by "e:;d:r,~ (rH: or:g:r,a! thereof by regis-

,

, ~"jLh ci:ari'iil el;' n,)ticc'. t,)~e[he:- wirh a certificate of p,' who shali POSt said copy 2. . ., he rein prescribec co un - I h I I -. . . • . and return the origmal til t. e c err:. stating In ftwnrt<'n ,he per.;!):. s~l·:ir:; ~h" same .'~ljwjn!, th~ feet and time u( mailing. shan be fi!f'ct and r~cnrded. return thereon the time when and the place Wileri.:' he osted such copy. The datE' of posting shall be the date (( l \\'r:e!i $:'r.il'E: i~ made b:. ma:/' the datE' of maU ~f sen-ice. \\ n er posting of notice by a per"on?.! rep!":::

ir;~ ~~:;n D" h·.: d,~t-: 0;' ~er.·il'~. S er.i~e by nai! shall be sentati\'e is authoriz2d or required. the method herein n:act~ ~ .)[ I".~;; t1?n t's"nt:: 121)) dc::~ bff,)!'" the return prescribed shall bf' foll 0 \\"f:d. s~ch notices to bt: is:5l1:d day {h~~:'i)f. ~x(,!US: ·:f '1f tho? dat~ of SeiYlCe, in the name of the represe ntat l'·t'. addressed and drll'.

t D i [i Co ri~<:,i:):: or ne,L,'l' ser:"d hv I-::ailing is re ered tOI posted and returned by. the pnlper officer. ~nd turn':'c !Jr .. i.:ho:';"c. ~ 0.-: ',': cit:l'i!!:! L'r rl. 1 'ic? .~hall bi' i . .,

filed with the clerk.

:;u~;~_ ar~·~ ~ 'J -~ ,?:;:::t!'·lrl fl'- r:'Jt:r~ ~ha~1 b~~ s=-n'ed b\' (3) publicati on. Whe'n a person is to be cit.:-d or

p"J".;\i;-,~.

noti fied by pu blicatinn. the citati!)n or n'J!ice shall be' t g) Return of Citation or \ otirE:. \!j citations

published once in a nt'wspaper of g<:'Ot'ral cirruii!'inn in

;:;".:.: j: v; f-I.) i ~ "::F"~ :.:. ~~-, ,":;.·rk <:r:1 s~l\'t-'\d b:. pc·r:;oi1al the coun~ in which thl; proCeeding:; art' pendir.;,!. ilnd ""'!"" :: " . h:: r.~'!:: . :'. ~"'::::;:. II!' t·:. p ... ~!i ra! i . )r.. ,;hall be sa id publ icatio n shall be nut les:; than kn ( IIJ) day~ be

r;:t~:;r<; ~ " [.\ tilt' r'1u:-~ f:";n '.\hieh i~sut'd on tht' first fore the return da~ thereof. t'xciu:)ire of thP. d,lte' of pub · \j 'Jn:!d:. H:r,·: t~i'" :i-"',,;,:: is p,·r~·-'rit·d. lication. The date of publication which said ne\\~piiprr ( b ) Su fficiC: fl CY of Return in Cases of Posting. bears shall be the date' of sf>r.·ict'. If no nf·w . .;papt'r i .. i If: ai::: vob;;t: i["iW.·!" ·.·:rl"!''' (i:;~ti'lii \':' fi,)tice is rl'· publisht'd. printe d. or of ge neral rirc li latirJn. in tht' q~ird [I D-' ~~r-.pd hy p'~.;'ii l~. rl:!( sl!I'h r:itation or nn· county whe re citation or notice i$ tl) bl: hart. s('r\"ir' (' "I' tir',· i~ !., . .;y.;! irl l''1i'f'l:-rnit:. i'.;t~~ thc' applirah!r:' pro\"i such citation ur nlJticf' shall bt' by pfl . .;:in~. it')!'. fJ~' i~1::-: (",,:p. ir e: Li'(1L!IJ!: Ii;' n '~:"i: (~i1rt thr'\ SPt~:it'c (-I) Mailing. ,lr,d r-:m! j:l '(..-1';" .~h;.!1 h,_ :;'.1 [rit.'i"n l Wl~ Hliid it" any (.-\) \\'h,'n any citatillfl or notice i .. ; rrqllirr.d 1)( p~'r­ .";~Jlr ::· :· I)~ r~IJ:: ': ;l; 'j\.' pi)))) (1 t', -;J:. t,I:' \·"pir.) I'~' such rita·

mitted tl) be ser.·t'd b~ rt'gistered or Ci.'rtified mail. uth':'r tidi! <"JI' r:;lt; '.: tit t:h' pl:t -' l!( P:t,"I·.- p~r.-iITib:'d b~' this

"

than notiei';; rt'qui!'t'd tl) be gin'n b:. persr)nal rrpr,'s,'p C"..!" l~n ,: rJ,,~ :,':!·i ,. it i:i ~lIfr! . .'i"r'II:. prillr ttl tht' rdurn tati\·es. the rit' rk ~ha!l i.'sup surh ritatil)f1 vr notirt' an': dtt:: ;~d:Ti ~""'I d i~' ;-;'..I"~. l ! tfl~:Ii;; (J!' r",\if.'t' for tilt' period of shall serw thr :)(im" b:. spndin~ thp ori~ i nal then'of b:, t::~~~· C,'!' \\orl;' ~'I ""u.'h I'i~~lt!"=i ·l!' i "tk,.' i..; r,\quirt'c1 tli br registt' ro?d ()r r,'rtifit'd mail. Any notin: r.'quin:d til tot' ~·;· t?-:·' h-')'II"':' ~:lrl r--~ .; "i. dd~ I.I~· -;U::~ l ritati,)n

r·l.'~:·~~ ~

given by a pt'rsrrnal rc'pre:,entatirt b:: rL'gistpn:c! or c<,r· l·r r.II::,·r'. !!: ;.j ~:.~~. f I··j tL:~ ~:; 'f: 'l~· r;~·f t,,. l'lIn .jtablt\ tified mail shall b;' i:i.-;u?d b~ him. and r.f' sh,tli sC'r.:" tb-· sam p by s.~nding tne original th~r~of by rr?gi$~P.r,"d "r ~a:i:"- in~· , (old' L"'~ 0:":' tho p' ·ri.Hi III' linH~ ,'laps,;,; r'lr certified mail. In i'ithpr ra.-ir. th" ritil[jrJn or notiCt .'it1i!:i ''\"~,!,:h ,;:.!L'h .:'; ;,,: :,.r. tl:- n ~i , <: j; :···quin:zl to bt:' po:;tt;'d. be mailed \" ith iiistrU'-tions to deli"'N tn the addn's.w,· :-;haii :-1"" :l:':·"l~. l;-I~' .,_,(i(if"·nt·~. I,~' ... ,did:ty 1)[ ~IJ ·:-h rita only. and with r;:turn ri'('eipt rf'quested. The em't'IIJ~:: -:'t !' i'~ ;~.,~: -: I;' t.~:~, :: ... !-. i':' If !·('~:..r: fii, .. rtf,~·. e\en conta inin~ slich citation or noticP. shall be add rt's;ed t·, L~' :!~i- ~ !.! ' .:". r " ·~!.::Tl i.: ~::~G ··· . E:'~d ;-: 'J ~~I {:taU'I:1 fir i~;)tice ;.s r·:·~ij':.-'~ i. 'i' i ' , ;:-: f :': ~~! ~: S \~--:>'1 at'::. i~ L; ~.)}uerl. the at,·jrne:, I)f record in the procf.:,ding fllr thf p •. 'r;,,~ to be cired I)r notified. but if there is non<:,. or i:' re f i ) Pro(1f of Sei-:ic:e. Pi" II.: ,J oj'";, i'·t in ali cas~-; ;:,1' ,:tr:": J::. \t,.~ :::~.r::' b:, ~ 1.!~iir.f'Jil)::. turnee u-,d"!;':;;re(~. toP:; t'J the pers'.ln t,1 be citfd t)~ n'1-

r:'~J::" '-;, r.I.l~.·.> ·

; ..... , .. ::~. r:·i'.::~;-.; i..: '; ~.' ~"':::'-:" :'~~ : rr f: ;~,: b-:i·'..'ri:: U-.~ tified. A CIJP:' tj( such r:ita~ion (Jr r.oL,~c. t'Jgetht"~!' ',1, !:.h the certlfi"a:':: 0:' th .. cierk. or IJi th~ PffS , ii12,! ri:~:d":-.· -';'t~ ~-:- ;' P:-·)'-.:' l:·.':~:.:-r. :: c_·:--~ ~:. H ",~.-:!";(:f.:- .,:·..'--::;rab:::-

.;~.\.,' r-~ ~:".:1.,jr? J:. ~~.= ::-. _~.:"~ ': ~- ';-':-, :'>- . S(- ~ ..... j!:c ~ajf? b~ ta~i·\·e. c.,; :h.:- CC)~ ~.:E.~ br:-. snl)',\ !!ig rn:: fa~~ u:v: '::.i-:: t.;~' mai~i"~' 5~.(:!i be filed arId reCorG2Q. Ii:: r:-cr ;p: i i r~ ­ ~ :::-- ;'.~:'-: ~>:.:~ ~ i:": '_::. C~ J:J~.,:,W c:' r:-.:: d;::!ja-:!~ of the tnned. i: s~a.:: DE aCic.ched D t~te c~r::(;!:ate. p:a!'.~ :~. P:· ~. : :,:-: ... : ~~ :- :::. pj[,.::~. :i-,:-, ~~f:.~; b:- i:":cdc by ~;-.~ ;.:~·::C:,. I:~- I : ;::'.: ; .;)~:.~~.~: j~ - :.-,c.: ,'.:' f_:-: ei:!;i;()~. te of

(B ) \\1:e~. an:. citari'1:1or no~it:' e i,: :<:quirec (( p;:-r mitte::J to; G>: se:--:ed b:. o~dina:-y mai!. thE cierk. 0~ tt . .; (~!e ::~~:.\~~:.- ... '.'.~;,-~, a~~~·::6.·.:~ .~~(:~: :5~!11t,': t~lf. dar:: the pers0,.a! repr.:-s".;;rati,;;:: when reWked 0:: .)ra~!..i:-7 or by ~ ;'!~ ~.:-'~/ ::-.-:- :"1:'" ~~:..~~: :I'f:-. ~j':d ~~r;e a:~a·:r. ec t,) or -:-:,:·:···c:·:-.': i:- ~- c. Cl>P:, 'J :' ::::- pt;b;:~~t?: [·j~i('? 0:- eita order of thE: C·j:.!"t. shall sen'e the sa::;£: b:: r:!a 'l; ::f t:1~

:-: 1-. ::-.':' "C.,-'l r ~ :::::-.:-,.i.:-;.: j:. ~a:: p .... }( f 5h<"~~; ~~ IT.ade orig::-:a! tIl ;::<: p:>r.;I)' tn b-: ci:ed or not:::ed. :\ C':'P:' ";

~: I

[.~ the Ct·rt!f!CCi:-:.~ of the drr~:. t"·l' :r.r!l cJfid~~:dr u;' rre ;'r:~r­ s0:1al rfpresf'nra rirf !lf orhfr p-=r.':·:"! rL(:kir:~ ~iJch ,r-r rice, stCi,ing the f?ort [:r.d t;fl1e (d;H!l i !i~,I;l th~ ca~p r.f sE'r\"irt' by rt'~ i :;tcr<,d r,r CNiit'id m,tf;, [r,:? rt'~l::-~l r,_ ceipt shall r.(, attaLhed [I', tht, c('r~!r"i.,a:f, ii i:: rfc'('i;lt r,,::' bE't'r1 I'cturnpct,

(j ) RequE' st f Ol' \oti cE'. \1 "n:; [;:1'(' "trier i'tii "P' plication is fiifod fill' thE' purpllsP nf commFncing iir:1 pr()ceeding in probate. inliuci:"g. but n'l! lim itf'c (r •. it pnJ('reding f!lr the prohi.l!L· or a \\'ill. grc.nt pf IE't1,'1'; tt',': , tamentary !lr {·f "dmii;i~trilti r'l] enG df.'le)';-]!in;t! ;')[1 I·r" heirsh;p, clny ~"r~dn !:1[(:'rc'stf'ri in i~(' t'~!,,;e n1(::- fi:t \\'itl1 the rk:'k a rl:'qut's: in \\Titil!~ that ht' bi' n,'li:';ed (·r i!!1Y and all. lIr I I I' i\1,\ :-p€'cir"il a!l~ d l'~i g!la:f'rj, n", 'jr.:,'; , Ctp pl ications. f, r pleildini!s fili'd b~: iln~ pi· r~',Jr.. (,T by ,: ") particulilr pl')'S(ln~ specifiutl!~ (k~i~n,dfd in I!'.e rt' qUfSt. Th(' leps clnd (,fl:;ts fflr ~'Jlil nlflilf'~ ~h,d; !i\.' borne by thl:' pnSf\n n'QlIpslir.g ,Leill. (lnrillH' Cif'!'K r:, a~ rE'quin"' C": df-'p",it Ii) ("11\('r thl' .· .. ·: iini;"t~( \ d fll:) f .oo\ 'If fi.1 r r,ish inf,! ~u, ' h p('r-;'"n ililh thl ' n, fil(' , Ir n·)' ! " '.>

:'1' qu('stc'ci, The c1l' rk sh,.!1 tl,Hl',Jln sl'f.ri It, Wl h pc's If] h~ ordinal;' ili,dl ('(lpit'~ I)f a;l~ flf !l',t' dlll l!l llc rH . ., ~pr'ci fie-d in Il.t' rdl 'j f, ~i, Fitilun' ,)! it!-' I kl'K Iii Ctl;Jip!:. i\':'1! thp fl'llUi':O;! .: \:,,;1 fil,t if1\'tl~irl (!~f' all\ P:'''' '{·l·dir. :z,

Exhibit K - - - - - , ' - - Affidavit of Appellant JERRY V ALD EZ AFFIDAVIT OF APPELLANT JERRY VALDEZ STATE OF TEXAS §

§

COUNTY OF BEXAR § My name is JERRY VALDEZ. I am the Appellant in this cause and fully competent to make this Affidavit based upon my personal knowledge of the facts stated. All of the facts are true and correct. Upon my oath and upon penalty of peljury I depose as follows:

1. My mother MARTHA JANE VALDEZ died on September 30, 2008, at the age of 98. She was survived by 12 children born from her marriage to my father JULIO, who had predeceased her.

2. On October 14, 2008, I filed an application to probate her estate and to admit her February 22, 1997, Will into probate. 3. My sister DOROTHY H. MELLO, represented by BRUCE ROBERTSON, JR., successfully contested the Will. 4. The Will contest was tried before a jury. My siblings ESTELLA PENA, OLIVIA V ALDEZ and ANGIE CONTRERAS were present at the jury trial. ESTELLA PENA, OLIVIA VALDEZ and ANGIE CONTRERAS supported DOROTHY's contest of the Will.

1 07.2014, JV, SR, APPEAL, CAUSE NO. 01-14-000S63-CV, AFFIDAVIT OF APPELLANT JERRY VALDEZ 5. I appealed the judgment that had been rendered sustaining the will contest. 6. While the appeal was pending, DOROTHY and I entered into a written agreement wherein she agreed to withdraw her contest of the Will. 7. The Fourth Court of Appeals, noting there was no opposition, dismissed the Will contest. 8. I then filed a second application to probate the 1997 Will and BRUCE ROBERTSON, JR. filed a contest to my application, saying that he had standing because he had a judgment against my mother's guardianship estate. Judge HUTCHISON ruled that ROBERTSON had standing to contest the will because of the judgment.

9. The Fourteenth Court of Appeals set aside the judgment and remanded the case for ROBERTSON to prove what attorney's fees, if any, were owed to him by my mother's guardianship estate.

10. An evidentiary hearing was held. I was present at the hearing and I heard Judge RICKHOFF tell ROBERTSON he did not have a valid claim. 4... 11. On June 11, 2011, Judge RICKHOFF entered final judgment denying ROBERTSON's claim against the guardianship estate. 2 07.2014, N , SR, APPEAL, CAUSE NO. 01-14-()OOS63<V, AFFIDAVIT OF APPEllANT JERRY VALDEZ 12. ROBERTSON then filed a claim against Decedent's estate. The claim was rejected by the comt-appointed Temporary Administrator of my mother's estate.

13. ROBERTSON has never produced any competent evidence that he was ever retained or appointed to represent my mother's estate. 14. On various occasions I TI.llnished a copy of the 1997 Will to all of my siblings. 15. On various occasions I furnished a copy of the application to probate my mother's Will to each of my siblings. Further Affiant sayeth not. "

f

SUBSCRIBED AND SWORN to before me on this the (p-C:t..- day of

August, 2014.

,"\\"''''1,

ROSA YBARRA

'::""i;~~,! f~t.;~~~;- \b% Notary PUblic, Stat~ of Texas t~·· ~:~" /~i My Commission Expires "~~'f,'o;'\~~~ January 16, 2017 Notary Pu~jb

. IttU State of Texas 3 07.2014. lV, SR, APPEAL, CAUSE NO. 01-14-OOOS63-CV, AFFIDAVIT OF APPELLANT JERRY VALDEZ Exhibit L Excerpts .from

July

22, 2013, Reporter's Record REP 0 R T E R 'S R E COR D VOLUME 1 OF 1 TRIAL COURT CAUSE NO. 2008-PC-3026 IN THE ESTATE OF IN THE PROBATE COURT

MARTHA JANE VALDEZ,

NUMBER 1

DECEASED

BEXAR COUNTY, TEXAS

JERRY VALDEZ' FIRST AMENDED MOTION FOR SUMMARY JUDGMENT AND REQUEST FOR ATTORNEY'S FEE; COURT'S ORDER TO JOIN HEIRS A-T--L:A-W-AS- PARTIE8------ -- .-- -- JULY 22, 2013 .. 13

'.

14 15 16 17 18 19 20 21 On the 22nd day of July, 2013, the following

22

proceedings came on to be heard in the above-entitled and numbered cause before the HONORABLE JOHN A. HUTCHISON, III, 23

24

Judge Presiding, held in San Antonio, Bexar County, Texas: Proceedings reported by Machine Shorthand. 25

CHERYL D. HESTER, C.S.R. - PROBATE COURT NO. 1 BEXAR COUNTY COURTHOUSE SAN ANTONIO, TEXAS 78205 (210) 335-2359 1 A P PEA RAN C E S 2 3 MR. ARMANDO TREVINO 4

BAR

20211100 1519

Washington, Suite

1

5 Laredo, Texas 78040

(956) 726-1638;

Fax (956) 726-2034,

6 Attorney for Jerry Valdez; 7 8

MR. BRUCE ROBERTSON, JR. BAR 17078000

9 8100 Broadway, Suite 102

----.-.-- ---re-

San- Antoni-o, -' Texas- -'78-2-e-9- -- --- --._- --------------..

(210) 225-4001;

Fax (210) 224-2417,

Pro Se Attorney for Contestant.

CHERYL D. HESTER, C.S.R . - PROBATE COURT NO. 1 BEXAR COUNTY COURTHOUSE SAN ANTONIO, TEXAS 78205 (210) 335-2359

23

1 the Court of Appeals, it appeared to me, because there was a 2 remand sent back, and they haven't rule on it after the

3

remand. MR. ROBERTSON: Right. 4 THE COURT: All right. 5

6

Now, on the -- Mr. Robertson, if you'll prepare

7

that order and circulate it to counsel. 8 MR. ROBERTSON: I will, Your Honor. THE COURT: Then on our trial setting for our 9

.- -_._.- - - -1 EJ- "". jury trial-- that we' re --supposed- to start- todar,---I- -donLt- s-ee-- ------I- ----

11

anything in the file that indicates that the -- that the heirs

12

at law have been joined as parties. Is that correct, counsel?

13

MR. TREVINO: Yes. And Mr. Valdez's position, 14 pursuant to the case Helen Jones versus LaFargue on wills, on

the first statement it says although any person interested in the estate may bring a will contest, statute does not require that all interested persons be joined in the suit.

THE COURT: Well, I've ordered it to be done. MR. TREVINO: Well, we're not going to join

them, because we're not -- we're going to overrule we're going to disobey the Court on that because Mr. Valdez doesn't feel that he should . Because

THE COURT: Well, let me -- I'm going to give you 30 days to join them and serve them. And if they haven't been joined and served, then I'm going to dismiss your

CHERYL D. HESTER, C.S.R. - PROBATE COURT NO . 1 BEXAR COUNTY COURTHOUSE SAN ANTONIO, TEXAS 78205 (210) 335-2359

24

1

application to probate the will.

MR. TREVINO: That's fine. 2 THE COURT: Okay. 3 MR. TREVINO: Okay. 4 5 MR. ROBERTSON: Your Honor, I'm also a little

6

confused by who has to be joined. I think everyone of these 7 heirs has to be joined. 8 THE COURT: Yeah. The heirs at law need to be

9

served.

10 -· - --. _. _._ ._-_ .. _ . ... ---.- MR-. ROB-ERTBON :.- -- r- t:.hink· the-re-' O"tlght- ·t-o- be-'-seme- - 11 proof as to who those are. Affidavits. Because some are

dead. I think one is -- may be partially incapacitated and has a guardian or power of attorney. So it's -- they -- they

there has to be some proof to the Court to show that this is a correct name and number of the -- of the heirs and heirs at law. And Mr. Valdez knows what heirs at law are.

THE COURT: Well, I'm sure they know who they are. MR. TREVINO: Well, I object to counsel stating to the Court that he's aware of what somebody who's not even in the court knows.

THE COURT: Well, the Court wants them joined. MR. TREVINO: I'll grant that. THE COURT: If you're going to refuse to do

that, I mean, I've signed the order, then you're going to need

CHERYL D. HESTER, C.S.R. - PROBATE COURT NO. 1 BEXAR COUNTY COURTHOUSE SAN ANTONIO, TEXAS 78205 (210) 335-2359

26

1 And we're not going to try it -- you know, I don't know how 2 many of them there are, but we're not going to try it again.

MR. TREVINO: There's about sixteen. THE COURT: And I'm assuming your client knows

who they all are. MR. TREVINO: I assume that they do. THE COURT: And if you don't want to do it,

then there's an order in the file. You need to file an appeal.

MR. TREVINO: That's fine. I will consult with my-- THE COURT: And I'll get -- we'll get an order entered that says you've got 30 days to get them joined, and then you can appeal that.

MR. TREVINO: Okay. Certainly. And I believe that that's an interlocutory -- interlocutory appeal. We will go ahead and appeal it interlocutorily. So I'm giving the

18 Court notice as of right now I will be working on a notice of 19 appeal.

THE COURT:

Okay. 20

MR. TREVINO: To proceed. 21 THE COURT: All right. 22 MR. TREVINO: Okay. 23 working THE COURT: Mr. Robertson, while you're 24 that on those other orders, you want to prepare an order on

25

CHERYL D. HESTER, C.S.R. - PROBATE COURT NO. 1 BEXAR COUNTY COURTHOUSE SAN ANTONIO, TEXAS 78205 (210) 335-2359

30

1 THE STATE OF TEXAS 2 COUNTY OF BEXAR 3 4 I, Cheryl D. Hester, Official Court Reporter in

5

and for Probate Court Number 1 of Bexar County, State of 6 Texas, do hereby certify that the above and foregoing contains 7 a true and correct transcription of all portions of evidence 8 and other proceedings requested by counsel for the parties to 9 be included in this volume of the Reporter's Record, in the

10

above-styled and numbered cause, all of which occurred in open

11

court or in chambers and were reported by me.

12

I further certify that this Reporter's Record 13 of the proceedings truly and correctly reflects the exhibits, 14 if any, admitted by the respective parties.

15

I further certify that the total cost for the 16 preparation of this Reporter's Record is $150.00 and was 17 paid/will be paid by Jerry Valdez. 18 WITNESS MY OFFICIAL HAND this the 24th day of 19

January, 2014.

20 21 lsi Cheryl D. He~~~~ 22

CHERYL D. HESTER, C.S.R. Official Court Reporter, Probate Court No. 1

23 Bexar County, Texas 100 Dolorosa 24 San Antonio, Texas 78205 (210) 335-2359 25

Texas CSR #4519; Expires 12/31/15

CHERYL D. HESTER, C.S.R. - PROBATE COURT NO. 1 BEXAR COUNTY COURTHOUSE SAN ANTONIO, TEXAS 78205 (210) 335-2359

BEXAR COUNTY

COUNTY CLERK BEXAR COUNTY COURT HOUSE 100 DOLOROSA, SUITE 104 SAN ANTONIO , TEXAS 78205

FAX TRANSMISSION COVER SHEET DATE: 1llJr ( 14 THJSFA~JSBEINGSENTBY: 15l1K1t,1 ~ld.~--:- _ ___ _

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INiU -- SPECIAL INSTRUCTIONS: 11#0CIttd ~+I1t. Il~ -If>r appu..l.

~r ~O~])C,ao~

CONFIDENTIALITY NOTICE THIS COMMUNICATION IS INTENDED FOR THE SOLE USE OF THE INVIDUAL TO WHOM

IT IS DIRECTED ANn MAY CONtAIN INFORMATION THAT IS PRIVILEGED,

CONFIDENTIAL AND EXEMPT FROM DISCLOSURE UNDER APPLICA.BC~ LAW. IF THE

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INDEX CAPTION ...... -- 6 DOCKET SHEET ----------------...... 7-38 APPLICATON FOR PROBATE OF WILL AND ISSUANCE OF LETTERS TESTAMENTARY (FILED

10-10-2008) ------.. -........................ 39-44

SECOND AMENDED APPLICATION TO PROBATE 1997 WILL (FILED 11 .. 16 .. 2010) --------------- 45-53 MOTION FOR COURT TO SPECIFY GROUNDS FOR CLAIMING THAT JERRY VALDEZ IS UNSUITABLE FOR APPOINTMENT AS INDEPENDENT EXECUTOR (FILED 11·16 .. 2010) ..... 54-57 LETTER FROM JUDGE HUTCHISON TO ARMANDO TREVINO (FILED 12 .. 3-2010) ........... - 58·59 OBJECTION TO COURT'S FINDING OF UNSUITABILITY (FILED 12-15-2010) --------- 60 .. 64 MEMORANDUM OF PERSONAL REPRESENTATIVE (FILED 06-20-2011) ---.. ---.... -- 65·

66

DEFENDANT'S ORIGINAL ANSWER (FILED 06-24- 2011) -----------------.. -- 67·68 AMENDED OPPOSITION AND CONTEST TO PROBATE OF PURPORTED WILL AND APPLICATION TO APPOINT INDEPENDENT EXECUTOR (FILED 02·03·2012) ...... -------------- 69-71 ORDER PURSUANT TO RULE 39, TEXAS RULES OF CIVIL PROCEDURE (FILED 02·07-2012) ...... -........... .. .... --- 72 ORIGINAL ANSWER TO BRUCE ROBERTSON'S AMENDED OPPOSITION TO PROBATE OF PURPORTED WILL AND TO APPOINT INDEPENDENT EXECUTOR (FILED 04·13·2012) ••••• .................. --- 73 .. 75 FINAL JUDGMENT IN BRUCE ROBERTSON'S CLAIM FOR ATTORNEY'S FEES (FILED 06·19· 2012)---------------------- 76 .. 77 JERRY VALDEZ'S OBJECTIONS TO ORDER THAT HE JOIN ALL THE CHILDREN OF MARTHA JANE VALDEZ (FILED 06 .. 20-2011) ....... -..... ------- 78-87 AMENDED OPPOSITION AND CONTEST TO PROBATE OF PURPORTED WILL AND APPLICATION TO APPOINT INDEPENDENT EXECUTOR (FILED 07-11-2013) ----------............ 88-90 CONTESTANT'S AMENDED RESPONSE TO PROPONENT'S FIRST AMENDED MOTION FOR SUMMARY JUDGMENT AND REQUEST FOR ATTORNEY'S FEES (FILED 07-11-2013) ............. --- 91 .. 118 MOTION TO RECUSE (FILED 07 .. 31-2013) -------------

119 .. 127

ORDER DECLINING MOTION TO RECUSE AND ORDER OF REFERRAL REQUESTING ASSIGNMENT OF A JUDGE TO HEAR THE MOTION TO RECUSE JUDGE JOHN A. HUTCHISON, III (FILED 08 .. 23-2013) ---------------128 TRA VERSE 1'0 THE RESPONSE TO THE RECUSAL MOTION (FILED 08-28-2013) ----------- 129-133 ORDER DENYING MOTION TO RECUSE (FILED 09-03-2013) -------------------- 134-135 ORDER REQUIRlNG JOINDER OF THE HEIRS OF THE DECEDENT AS PARTIES TO THIS CAUSE (FILED 09 .. 12 .. 2013) ....................... 136·137 ORDER OVERRULING JERRY VALDEZ' FIRST AMENDED MOTION FOR SUMMARY JUD.GMENT . AND REQUEST FOR ATTORNEY'S FEES (FILED 09-12-2013) -------------.. -.. -............ 138·139 MOTION TO SET ASIDE ORDER THAT DENIED THE RECUSAL MOTION WITHOUT A HEARING (FILED 09-18-2013) ....... -------.. ---- 140·146

APPLICATOIN FOR HEARINGS AND RULINGS ON UNHEARD MOTION AND MOTION FOR

SANCTIONS

PURSUANT TO RULE 13, TEX. R. elv. PROC. AND CHAPTER 10 OF THE CIVIL PRACTICES AND REMEDIES CODE (FILED 09 .. 18 .. 2013) ............. '""'---------- 147-151 MOTION TO SET ASIDE SEPTEMBER 9,2013, ORDER (FILED 09-27-2013) ...... -...... -.. -----.. - 152-154 NOTICE OF APPEAL (FILED 12-13-2013) ------.... ---.. - 155-157 DESIGNATION OF CLERK'S RECORD (FILED 12- 13-2013) ---------------- 158-160 PREPARATIONS OF REPORTER'S RECORD (FILED 01-17-2014) ------------------ 161-162 BILL OF COST-.. --............ 163 CERTIFICATE ---.. ---- 164

CLERK'S RECORD VOLUME! OF1 Trial Court Case No. 2008PC3026 In the Probate Court No. 1 Of Bexar County, Texas,

Honorable, POLLY JACKSON SPENCER, Judge Presiding IN THE ESTATE OF MARTHA JANE VALDEZ DECEASED JERRY VALDEZ Vp ,RUCE ROBERTSON Appealed to the Court of Appeals for ~ District of Texas at Houston, Texas Attorney for Appellee (s): Name: ARMANDO TREVINO Address: 1519 WASHINGTON SUITE 1 LAREDO, TX 78040 Telephone No. (956)726-1638 Email: armando.trevino@hotmail.com Attorney for: JERRY VALDEZ Delive~C(a l\Qf ~he Court of Appeals for the ~ District of Texas, at Houston, Texas

\,\

"' f,

TH

on the 17 day of September, 2014. ",\ .h " , , ..-.. .J , ... A(" • ••• • ••• • " •

.......... ~ #, .#.. • "" ... C : t . GERARD RICKHOFF

,f! "'.I..,. ...... ,. :- ~'\) .. ' ... . ~ ...

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" , ( j. Appellate Court Cause No, 0l-14-000563-CV Filed in the Court of Appeals for the ~ District of Texas, at Houston, Texas this 17 th day of September, 2014. _ ___ ______ , Clerk By _ _ ______ -', Deputy

1 lUN DATE: Ot/111201~ a.Mar Count~ C.ntraliz.d Docket Syst •• PI: 1 PGJ1a Dl(a~'ODP RUN liME. 15:SS:.~ JCL: liP PROD

-DOCKET INfORMATIDN"

CAUSE NUH: 2008PC3D2.

DATE FILED: 10/10/2001 COURT: 001 UNP"! D IALANCE; 0.00

TYPE

OF DOCKET. CONTEST

· · ·S lYLE" · · MARTHA JIIHE VALDEZ. DECEASED VS ACCESS: 0 STATUS. PENDING DATE OF DEATH : 09lS0/2 . . 1 INFORMATION ·LJTIGA~ SEQ LAST 'FIRST 'HIDDLE NAME LIT. TYPE/ATTORNEY DATE onll VALDEZ MARTHA J4NE DECEASED 10/10/2001 01012 VALDEZ JERRY OTHER 10/1012008

00011 TREIiINO II. ARH.<INDO OTHER 10/10/2008 0"15 HELLO DOROTHY H. 00004 R08ERTSON. BRUCE JR. OTHER 05/17/2010 OOOOS ROGERS MARCUS P. ADMINISTRATRIX 01118/2011

00005 ROGERS. MARCUS

DODO. SHITH GUIILDI HE OTHER 0612712012

OOD01 TREVINO II.

ARMANDO

-SERVICES

INFORMATION" SEO SERVICE TYPE I DAlES DIST LI TI GANT NAME VALDEZ MARlHA 00001 NOT IAPPLN FOR PRDMTE WII 117

ISS: 1011412008 REC: 10/14/2008 EME. 10/1412008 RET: 1011012008 OOIDS PERS CIT BV PIIT SRV HELLO DOROTHY

ISS: 1011412108 REC.

EME : RET: ROBERlSOH. JR. MUCE 00004 AOVERSE CIT "11 ON BV PRIVA 182 ISS: 0511212110 REC: 05/1312010 EME: 05/1712010 RET: 05/18/2t10 VALDEZ JERRY 00005 NOT/APPLN fOR PRDaAlE Mil ISS: n/lS/2010 REC: "II ~/201 0 fiXE: 0911512010 RET: 091131201 0 ROGERS HAIICUS ~ODO. LETTERS OF TEMPORARV ADMI

RET:

ISS: D! 11812011 REC: EME: VALDEZ MARTHA 00007 NOliCE OF FILING OF CLAIM 5

EME:

RET: ISS: 0"0912011 REC:

I ••

VALDEZ MARTHA DO008 NOTICE OF FINAL ACCOUNT

ISS: 0912"2011

REC: 0912312011 EME: .,/2512011 RET : 0.123/2011

SHITH GERALOI WE

0000' NOTI CE TO APPT T£HP ADMIN I •• ISS: 08/0912012 REC: 06/09/2012 Of, 0810912012 RET; 08/"12112 2 RUH DATE, 09/17/2114 8.,..r C •• nty C.ntraliZl4 Oook,t Syato. Pt: 2 POll: 004tDOP ~LJII TIlE: 15:53 : '3 JCll SPPROO

.... TTORNEV

INFORMATION· SEQ DATE FilED aAlt NeR. NAME DATE STATUS .0001 10/10/2006 20211100 TREVINO II , ARMAHDO SELECTED 1111"2008 . . . . , 01116/2011 17179700 ROGERS, MARCUS P "/09/2011 SELECTED

'PROCEEDING

INFORMATION. SEQ DATE FILED VOlUI1E PADE PADE COUNT 00001 10/10I2,oa OUO 000'

....

DESC: APPL.

FOR PRDSATE WILL oa .. ooooz 10/10/210a 0012

DESC: WILL

DATED 12128/88 oooos 10/10/2008 OH8 0010

DESC: WILL

DATED 2/22197 DOID(j 10/10/200a 08U 0001

DESC :

ARMANDO TREVINO LEnu IN REGARD TO "PPl TO PROIIATE WILL

... 16 10/10lzooa 06a oua 0001

DESC : REQUES! FOR

PVT PROCESS PER$ CIT"TlON . . II OU07 10/1"2006 oea 0731 DESC: NOTICE OF APPl PRDIIATE MILL .... a I 0/2~/2tDa 6581 oel • DESC: CONTEST

DPPOSITION AND CONTEST TO PROSATE OF TWO PURPORTED WILLS AND "PPlICATION TO PROIAlE lULLS

oal7 DOD2 11/1'/2111 00'" DEse : JURV DEtoIANIl oooa 0617 7650 00010 11/I'1200a

OESC :

ORIOINAl RESPONSE TO OPPOSITION TO PRDSATE WillS AND PROPONENT'S MOTION

FOR

SAHCTI ONS ODOS oel7

IDOl I 11/1"2006 DESC : SPECIAL EXCEPTION TO OPPOSITION AND CONTEST 10 PRoe"TE OF TWO PURPORTED WillS AND APPLICATION 10 PROIAlE WILLS 12/0'/2"8 oel8 7711 '002

oeOl3 DESC: ..allON TO SET WilL CONTEST fOR TRIAL IIY JURY ,32S 0090 0818 . . 115 12"81200 • DESC : MOTION TO SET RECUSE OR DI SQU"LI FV 0005 08n .1017 12/1G/2'0e

DESC : MOT! ON TO

3 RUN DATE: 09/1112014 Boxor Co.ntll C.ntrallzed Dock.t SlIet •• PI: 3 PGM: 011.14900' RUN 111£, 15,53:43 JCl. SPPROD

COMPEL AND FOIl SANCTI OIlS 0001 , oe\9 1211 "200a .211 0002 DElIC ; ADVISORY TO TIlE COURT 00179 12130/20111 oal9 D002 "as

DESC: REQUEST FOR

A DECISION 011 HOTION TO RECUSE 00022 01/U/20n 0901 7900 0002

DESC: COURT CORRESPONDENCE

FROM STII<TUTOIIY PROBATE COURTS TO aOTH COUNTY PROlATE JUDGES Otol 9317 0012

OD023 01/20/2009 DESC: COURT CORRESPONDENCE TO MR, RICKHOFF FROM ARMANDO TREVINO

ABOUT HIS FILING EUOII

090' 0013

0311 0/200' DESC: HOT! 011 TO

COMPEL II<ND FOR SANCTIONS "7' 0001 0311 0/2.09 •• 025 DESC: NOTICE Of' IlE"RING Of'

HOTIOII TO COMPEL AND FOR SANCTIONS

0002 00027 05124/2009

DESC: ANSWER

TO MOll ON TO COMPEL ~ FOIl SANCTIONS II<ND HOTION TO SANCTION ARMANDO TREVINO AHD JERRV Vf.lDE2 FOR DISCOVERY A&USE 0000 03/24/2.09 OOt. 0000

010211 DESC: I£_~UM BRIEF IN SUPPORT OF HOlI ON TO COMPEL 2020 0003 01033 04/0112009 "22 DESC: HOllON FOR COIlT I NUANCE 20\9 lIa&9 0004 00030 04120/2009 DESC: MOTION FOIl COIlTI NUANCE unl 451e 0003 04/2112019 202'

DESC: MOT ION TO

COMPEL cDNlE·STI<NT TO AUSHEIl DISCOVER" REQUESTs(FIRST N1EHDED) 0003 2020

oooss 0412712009 DESC: RESPONSE TO CONTESTANT'S MOTION TO COMPEL AMSIERS TO REQUESTS FOIl DISCLOSURE II<ND COUNTER -MOll ON FOR SANClI ON, 1003 2020

D'/2112004) DESC : OaJECT! ON

Of' PROPONENT TO CONTESTANT'S RESPONSE TO REQUESTS FOR DISCLOSURE II<ND PROPONENT'S HOT! ON TO COMPEL 00011 05/2712009 2021 "91

08051 DESC: OBJEClI ON

TO ORDER REGARDING MAV " 2009, HEARING

4 RUN DATE : 0"1112114 a •• lr County Centralized Docket SY5t •• P, : 4 PGM: DKB4,.DP RUN TIME: IS:S5:~~ JCl I S,pROD

AND COUNTER-MOTlO!< FOIl SANCTIONS Hel 01039 0512112019 2021 0005

DESC : MOTION TO

ENTER OIIOER GRANT I NO SANCl! ONS 00042 0"04/2009 2022 4125 0002 DE5C : ADVISORV TO THE COURT REGAIIDING CONTESTANT'S PLEADING FOR ATTORNEV'S FEES 2025 U19 0002

0"U/20n DESC : MOTI OW TO

RESCHEDULE ORAL DEPOSITIOW 0005 00045 0712712009 ~'51

DESC : REQUEST FOR

FINDINGS OF FACT SUPPORTING 1"'OSITlON Of MONETARV SANCTIONS A(\j\I~T JERRV

VALDEZ FOR PLEADINGS SIGNED ONLV !IV HIS

AnORNEV - JERRV VALDEZ 2025 0002

0 .... 07/211/2009 S55~

DESC: MOTION TO

SET MILL CONTEST FOR lRlAL IIV JURV 0".' 0712612009 2025 55" OO~2 DESC : MOll ON TO COMPEL

ANO TO I"PDSE SANClIONS CPROPONEN'T'S I 0015 00049 07/26/20Ot 2025 5"9 DESC : MOTION FOR RU LE I " CONFERENCE (PROPONENTS) 0011 07/28/2009 2025 5U3 00051 DESC : DIIJECT I ()tj TO AFFIDAVITS Of' ANGIE CONTRERAS AND Of'

STELLA PENA

0 .. 5 0010 212. 011/05/2."

"'55 OESC: MOTI ON FOR PROTECTIVE ORDER AND OJIIECTION TO CERTAIN AFFIDAVITS - PROPONENT 'S 20U 0002 01111312009

00055

DESC : OB J ECT! ON

TO J ERRV VALDEZ ' REQUEST FOR FINDING Of' FACT SUPPQRllNG I"POSITION Of' MONETAIIV SANCTIONS AGAINST J ERRV VALDEZ FOR PLEADINGS SI_O ONLV !IV HIS ATTORNEV 0005 202. 06/1512009 ~2"58

OOOSl

DESC : OPPOSITION

AND CONTEST TO PROBATE Of' TWO PURPOII TED WIL LS AND APPl TO PRO!lATE WILLS ( F IRST AHENDED l 0010

202& 55U 00051 09l2~ / 20" OESC : MOTION TO COMPEL AND FOR SANCTIONS ( FILED !IV DOROTHY MELLO) 0005 2028 1O/0I/20Ot " ' 5

0105. DESC : Oa..JECTlON 5 RUN DATE: 0911712014 I . . or Co.ntlo' Cantro1l21d Doctat S),ot .. , Pa: S PGI1 : DKB4toOP

RUN TIME:

IS.S5 : '4 .JCL: SPPROD

OF DOItOTHY MELLO TO .JERRV VALDEZ' MOTION 10 COIIPEL AND TO I HPOSE SANCli ONS ANII FOR RULE I " COIoFERENCE AND TO SET .JURV .J URY TRIAL AND O&JECliONS TO AFFIDAVITS OF f.NCIlE CONTRERAS AND STELLA PE ......

00060 100nnoO! 2nD 1217 0003

DESC:IIOTIONFOR

RilLE I " COWFERENCE (PROPONENT ' $' 10/2512009 2030 1220 ODOZ 000.1

DESC . MOTION TO

II1PO$£ SANTIONS ON CONTESTIoNT'S AHORNEY FOR DISOBEVING JUNE 2, 2009

lOon 1012"2009 2030 1225 0002

DESC: REOUEST FOR

NEARING OF CERTAIN MOliONS FILED BV

PROPONENT JERRV VALDEZ

oo .. s 10&7 1110912009 2031 0002 DESC: HOllON TO PROPONENT'S DROP NOVEHaER 10, 20n

SETTING

OF CERTAIN MOTIONS oaoz

loa. 11/09/2109 2031 OOGH

DESC : RESPONSE

.JERRV VALDEZ'S 1lER1FlED TO MOTION TO COHPEL AND FOR SANC Tl OIlS 2031 0002

OOOH 11/25120" DESC: MOTIDII TO REFER WI LL CONTEST TO ARBITRATION OR

MEDIATION

,ass ooou 12129121., 20n 0003 DESC : TRAVERSE TO WI LL CONTEST aou 1212912009 00070

DESC , MOTI ON FOR

PARTIAL SUMMARV .J UDClMENl IN WILL CONTEST (PROPONENT '5) Oloa 4878 12129/2009 2033

00071

DESC :

OHtallS TO MOTION FOR PARTIAL SUMMARV JUDGMENT FILED &V PROPONENT JERRV

VALDEZ

toa2 20n UOS

OOOlS 1215012009

DESC :

LEnER FA ARHANDO TREVINO TO JUDGE

SPENCER

0003 01lOV20U

00072

DESC:

CONTEST

SECOND AMENDED OPPOSITION

AND CONTEST TO PROlATE OF TWO PURPORTED WILLS AND .PPL

TO PROBATE WILLS

1927 0111412010 2154

00074

DESC : RESPONSE

DOROTHY MELLO'S TO PROPONENT'S HOTiON 6 RUN DATE: '911112014 autr C •• nw C.ntrllUld Do.klt Sysu. P I : ' POI1: !Jt(a4toop RUN TIlE. 15.53:44 JCL : $PPROO

FOR PARTIAL SU_V JUDGIENT IN WILL

COf(IEST

10075 .1/211211' 61 0' 00" DESC: JERRV VALDEZ'S REPLY TO DOROTHY H. HEUO'S REPONSE TO PROPONENT'S MOTION FOR PARTIAL SU_Y JUDGHE .. T IN MILL CONTEST

un ,"2l12"0 2034 DD.2

DESC: REOUEST FOR

FINOI>IO OF FACT AND CONCLUSIONS OF LAN 2OS4 9399 00.2 00071 01/27/2010

DESC : COURT CORRESPONDEI4C£

TO HR. aRUCE ROBERTSON. JR. AND HR. ARHANDO TREVIIIO FROM HIt. DAVID aREM (RE. MOlION FOR PARliAL SU_Vl

ODOH 02/11/2.10 20SS 0595 0009

DESC: MOTION TO

IN LIMINE FI LED ay JERRY VALDEZ 0211112010 2OS5 0006 .0011 aD2'

DESC: CHARGE OF COURT

ODIe 0.017 .21111201. 2.:" ailS DESC : PROPONENT'S REQUESTED JURY OUESTIONS.

I NSTRUCTI ONS AND DEFINITIONS

0106

00086 02/111201 • lUI 2'3' DESC: MOTION FOR PROPONENT'S INSTRUCTED VEROICT OU82 02/22/211 0 20Sl 334. .0Ol DESC: MOTION TO ENTER JUDGHENT 4470 ODO", 00064 02124120 •• ZOS' DESC: MOTION TO TRANSFER CLAIM FOR ATTORNEY'S FEES AND EXPENSES FROM PRoeATE COURT NUHIIER TIfO TO PRoalHE COUR 1 NUMBER ONE 03102/201 0 U3. 7210 0002

0I06S DESC: OeJECTlON PRO~NTS TO ENTRY OF JUDGHENT zos. .3102/201 • 72Z1 000' • 0066

DESC: SUPPLEMENTAL

MOTION TO TRANSFER AND REQUEST FOR WRITTEN RULING 2.U 8137 0003 05/.212010

.006' DESC. AFFIDAVIT OF JERRY VALDEZ .OZ, 2UlI 76Z5 '"" .3/31/201 •

DESC: MOTION FOR

JUDGIIENT NON OISTANTE VEREDICTO

2OS8 7851 0012 OS/3112010 O.Dtl DESC : MOnON FOR

NEN TRIAL (PROPONE"T'S)

7 RUN DATE : n/17l201~ e ... r Count\' C.ntrali2ld Docket Sy.to .. PI' 1 PGI4 : D04"OP RUN TIME : 15 : 55 : 4' J CL : SPPROD .a2' ooos 00." 151071201 0 2041

lIEse : HOllOW TO AD\IANCE HEAR I Nri DATE OF HOT! OW FOI! HEll

TRIAL

00.,5 0510112111 Z041 111'11 0011 lIEse : OIUOINAL PETlTlOW TO RESCUI1l UNllRITTEN COWTRACTS FOI! E~CESSIVE, UNCOWSCIC»/AILE ATTV'S FEES

. . 162 0511 l/20 II 00D2 IlESC :

DOROTHV MELLO'S ANSIIER TO PROPDHENT'S

HOllOW FOIl NEil lAlAL

000 . . D5/1912110 2042 0001 lIESC : DEFENDANT'S OIlIGlNAL ANSNEI!-IRUCE ROIlERTSOW J R. 0101 DO.,7 05/2012011 2142 lIESC : PfRSOWAL CITATION aRUCE ROIEI!TSON JR. SfRV'D 0511112010 0002 05/2/1/211D 2042 'U2 000" IlESC : NOTICE

OF

APPEAL 2042 0002 01100 05/Z.,2011 "2~ OESe:

LETTER FROM

ARHANDO TREVI NO TO KEITH E .

HOTT LE

olin Don 0'" 0/211 0 IIESC: HOllOW Til

DISMISS ifill CDWTEST 06/1 I 1201 0 2045 !tlD 0001 00101 DESC : PRDOf' OF SERVICE CERTIFIED HAl 1IO!1 0001 001 O! 0611112010 2D~3 OESC : COURT COIlRESPONDENCE

FROM FOURTH COURT OF APPEALS

oon . . 111112010 2045 IOSI OOlH lIESC: "PPELLANT' S HOTI OW TO AlATE APPEAL 2044 0551 OOD I 00105 06l24n010 IIESC : COURl COIlRESPONDENCE FRo.! THE COURT OF APPEALS 2044 D719 DOOI 06124/201 D 001 O' DESC : COURT COI!RESPONDENCE FROM COUR T OF "PEALS 126S DDOI "/2S/21 1 0 2144 nl17 IlESC : COURT CORR.ESPONDENCE

FROM FOURTH COURT

OF APPEALS .. , ,,nOl 0 0003 204 • 4S96 "Ioe OESe : HOTIOW TO

SEVER

0001 011., / 20 10 2144 9411 001 " IlESC: COURT OF APPEALS 0005 2D45 069S 01112 / 20 10 DtllI OESe : 8 RUN DATE: U/17/201' lIoxer County Centralized Docklt Svst . . Pt: II PGH: DltIl4900P RUN TlI£: 15:S3:~' JCl: SPPAOD

LEnER FR JUDGE GUY HERMAN TO JUDGE SPENCER-RE: APPOINTIlETN OF STATUTORY

PROBATE JUDGE

01112 0711212010 1446 0002 20'5 DElIC: COUll" CORRESPONDENCE

FROM FOURTH COURT OF APPEALS

DOllS 0711912010 2045 5005 oODI

DESC: APPEAL

APPELlAIIT'S REQUEST FOR CLARIFICATION DR MODIFICATION OF 07/3012010

DOllS 071"/2010 2045 505' 0001 DESCI COU!lT CORIIESPDNO£NCE

FROII COURT

OF A"EALS 2U, 0764 0003 00116 07/301201 0 DE$C: HOTION TO DRDER NUNC PRO TUNC 00117 0./0212011 204' 1"2 DOl' DESC: AlENDEO FIRST PETITION TO RESCIND UWWRITlEN CONTRACT FOR EXCESS I VE, UNCONSC 1 DNAIIl E ATTORNEY' $ FEES

.7l' 0811212010 0002 Dill. 20" DESC: MANDATE 1521 0 . . 5 0910312011 204' lOll' DESC: MOTlDN FOR SUMMARY JUDGMENT

OF DEFENDANT IIRUCE ROIIERTSON, JR.

UOI 0020 00122 0911 01201 0 2".

DESC:

ADVISORY TO TtE COURT "" 0911 0/201 0 2041 0015 00124

DESC: MOTION FOR

JERRV VALDEZ REOUESTING BRUCE ROIlERTSDN.

JII. TO SHOW AUTHDRTTY TO ACT

OOQl ot/lSl2olo 00125 DESC I NOTICE OF APPl PROSATE Will FIRST AlEI/DED a"l S/ZDlI 204. OOlU DESC: AlENDED APPlN FDR PROeATE WIll

FIRST

a530 0002 00126 0911"2010 DESCt lETTER TO BEXAII COUNTY CLERk FOR TtE

HONORABLE JOHN A. HUTCHISON, III

0002 &5S2

01127 OESC I MOTlDN TO WITHDRAW AS ATTORNEV (BRUCE R. ROBERTSON. JR.l OOOS 0.,7 nl21 0912012010 20"

OESC: REQUEST FOR

A tEARING ON PRE-TRIAL MOTIONS 0 •• 0 "/2012110 20" ODD~ Ofl2'

DE$C:

HOT I 011 FOR RULE U' CONFERENCE 9 RUII DATE: 09f17l20U 1I ••• r Count~ C.nt .... llzod Do.k.t S"' . . . . PI : ' POll: 01(8000' RUII TIME: 15:M : ~~ JCL: SPPROD

"I' tol50 n/241201D 0001 20" DESC : NOTICE OF SUIIMISSION 92" 10151 1010512010 0002 2'" DESC: HOllON TO REQUIRE COURT REPORTER TO RECORD ALL PROCEEDI NOS

00132 10105/2010 214' 0004 '2" DESC : HOTION FOR COURT TO TAKE J UDICIAL NOTICE OF MANDATE ISSUED IN ifill CONTEST

use . . 134 1010712010 2050 0002 DESC : AFFIDAVIT TO SERVE ON J UDICIAL ASSIGNMENT 00135 1110712010 2050 0640 0003 DESC : PlAI NTI FF' S VERIFIED NOTION FOR CONlINU~E 1010712110 2050 0001

DESC,

DOCKET SHEET ON MINUTE ORDER 2010-00 00137 11/01/2010 2051 0002

DESC:

LETTER TO MS . lEE FRDM ARMANDO TREVINO oOl3e 11/01/2010 2051 0002 DESC : NOli CE OF IIoITENT TO RE - FllE NOTIONS FILED DURIIoIG THE PERIOD SEPTEHllERI. 2010 l'HROUOH OCTOBER 4, 2010 11101/2010 2051 3652 0003

0013'

DESC : HOTION TO

SET A PROMPT HEARIIoIG ON APPLICATION TO PROBATE ifILL AND TO APPOINT AN

I _PENDENT EXECUTOR

2051 0059

DOUO 11101/2010 DESC : HOlIONFOII NEIf TRIAL 0002 00141 11101/201. 2051

DESC:

LETTER TO HR. lEE FRDM ARMANDO TREVINO 2052 211a 0.02 00142 1111612010 DESC: PLAINTIFFtS FIRST SUPPLEMENT TO HIS HOllON FOIl NEW

TRIAL

20sa 2120 0001 1111 "201 0

DOlO

DESC :

LEllERS FRDM ARMANDO TREVI NO un 11/1l/2010 2052 2121 00144

DESC :

AMENDED APPlICAlION TO PRO .... TE 1,,7 WILL SECOND 2052 2130 IDOl 1111'/2010 00145 DESC : LETTER TO JUDGE HUTCH I SION 10 RUN DATE, 09/1712014 a. •• r Count)' C.ntraUzed Doc~.t Syst ... P,: 11 PGM: DlCB470" RUN liME: 15:53:~~ JCL: SPPROD 2052 2131 0002

1111'12'10 DESC : MOll ON TO

ENTER ORDER DENVIIIO MOll ON FOR

COWT I NUANCE

0.147 2052 11/1"201 0 0002

DESC :

lEllER FROM AAHANDO TREVINO 001411 1111612010 2052 2135 0001

DESC:

LEllER TO MS. LEE 1111 612010 2052 0004 DESC : MOTION FOR

COURT TO SPECIFV GROUNDS FOR CLAIMING THAT JERRV VALDEZ IS UNSUITABLE FOR APPOINTMENT AS INDEPENDENT EKECUTOR

00150 I2IU/21l0 2052 0002 DESC: LETTER HON JOHN A. HUTCHISON III TO AAHANOO TREVINO III 12/10/2UO 205S 4510

00151

DESC: ANSWER

TO AND HOllOWS TO STRIKE FIRST AMENDED APPL. TO PROBATE WI LL. TO DENY APPT. OF JERRV VALDEZ AS I NDEP. EXECUTOR. TO ENTER FINAL JUDOI1EIIT DENYIOIG PROIIATE OF THE I,all AND 1"7 WILLS, AND APPL. FOR "PPT . OF TEMP. 4OMINlSTR"TOR .. 70

00152 12/15/2010 2053 0005 DESC : OIlJEClI ON TO COURT'S FINDllIO OF UNSUITABILlTV .. 75 OODS 00155 12/15/2010 2055 DESC: APPL. FOR PROlATE WI LL

ROBERTSOW'S LACK OF ST AWDI NO

12/15/201. 2051 U79 0001 0.155 DESC : CERT I F I CATE OF REGISTRATIOW 2054 4107 0002 . . 157 12/2912110 DESC: REOUEST FOR PREPAAE THE REPORTER ' S RECORD 0002 1212912110 2.54 43" 00151 DESC : NOTICE OF APPEAL 0002 2.54 4511 1212"2010 to15' oliSe; REQUEST FOR PREPAAE CLERK '$ RECORD 4S!5 0002 12/2912.10 2.S4 .flU DESC. WOTiCE

OF APPEAL

12/3012' I' 2054 0001 .0161 4"11 DESC : LETTER FROM COURT OF APPEALS 0001 01/111/2011 2055 '1147 OOIU DESe: OATH 11 RUN DATE : 1'/11/201' ae •• r C."nt~ Cent r alized Docket Syst •• PI ; 1 1 PGM : DK&"OO' RUN TIME: 15:53 : " J Cl: $PPIIOD

MARC U$ P . RDGEU

01/111/2011 2055 0002 DESC : IIOIi!)

OOUS 01/2112011 20SS 0005 DESC : CONTEST OBJ ECT! ON TO ORDER "PPOI NT I NG TE"PORAAY A~INISTRATOR OR PENDING CONTEST OF "Ill

001 .. 01/20 / 2011 2055 0002

DESC :

lETTER TO J UDGE HUTCHISON FilCH ARI1AHDO TleVlNO

oou DOU7 0112012011 2055 37"

DESC :

LETR TO ~ III CItHOFF FRCH AR~NDO TREVINO Don OOIU 01120/2011 2055

DESC :

lETa TO COUNTV CLERK FilCH AIIIW«lO

TREVINO

DOln DIt2I/Z0l 1 0002 2055

DESC :

l ETR TO JUDGE HUTCHI NSON III FROI1

ARI1AHDO TREVI NO

01/21/2011 2055 4901 0002

00170 DESC: LETR TO JUDGE HUTCHINSON III FROI1 _ TREVINO 0004

00171 01 121 I2UI 2055 4903 DESC : HOTiON TO SHOt! AUTHORITY 00172 01 / 21/2 .. 1 2055 4907 0017 OESe . OBJECT! ON TO IIRUeE ROBERTsON JR, APPEARANCE IN

PERSON AND BV ATTORHEV

oDIn 01121120 11 20SS DESC : OeJECT! ON TO JANUARY 4 , 2011 ORDER THAT APPOINTEO A TEHPORARY AONINISTRATOR "ND 10 THE POIIERS A"ARDED TO THE TE"PORARY AONINISTRATOR 0145 0003 2056

00\" 01/211/20 11 DESC : HOTiON TO AllEGED WilL CONTEST FOR HEARING 01411 0102 01 / 2.I2UI 00175 DESC : COURT CORRESPONDENCE TO; JUOGE HUTCHISON FROM AAHANDO TREVINO COPY OF A NOli ON TO SET HEAA I NG 0150 0002

oOla 01/211/2011

DESC : COURT CORRESPONDENCE

TO JUDGE HUTCH I SON FR: AR~NOO TREVINO APPl I CANT' S OIlJ ECTION TO ORDER APPOI NT

I

NO TEHPORARV AONI NI STU TOR 2056 0152 0003

00171 0 1/ 211/20 11 DESC : OIlJ ECT I ON 12 RUN DATE: D'1l7/2"~ a'.lr CO\lntv Centr.112ed Docket Svstlll p. ; 12 PGH: Dt(a4'OOP RUlI TIME: 15:55:44 JCL: SPPROD

TO OROfR APPOINTI'4G TEM'ORARV 40111111ST

RATOR PENDING CONTEST OF WILL

0017a DI/2I1nOII 0155 0002 DESC: eOUIIT CORRESPONDENCE lO:JUDGE HUTCHISON Fit .ARMANDO lREVINO 001110 2057 112311 0002 DESC : COURT CORRESPONOENCE FROM I,R_OO TREVINO TO JOI1N A. HUTCHISON, III, STATUTORV PROBATE JUDGE

IOlal 05/04lZQII 2057 0005 DESC : APPLICANT'S COIIPLAINT REGARDING DUE PROCESS VIOLATIONS IIV THE COURT 2057 11245 0002

001112 03/04/2011 DESC: COURT CORRESPONDENCE FROM ARMANDO TREVINO TO JUDGE JOI1N A.

HUTCH I

SON, III

001&3 O,,04/2UI 2.57 11247 000. DESC: MOTION TO DISMISS HILL CONTEST AND FOR SANCTIONS 2059 a421 0002 0 .. a4 0"0I12t11 DESe: CONTEST tlflLLl 11595 Don DOIaS 04/01/2011 205'

DESC:

RESPONSE TO JERItV VALDEZ EI GHT SETS AND Oa.JECTlONS OF MOTIONS 04/0412011 2059 97110 0002

001117 DESC: LETTERS FROM ARMAIIDO TREVINO TO JUDGE JON A. HUTCHISON III ..oTI CE OF

HEARING

0007 04/0412011 205' '7114

00l1la

DESC: NOTION TO SET HEARI'4G

APPL I CANT HEHORANDU" aRIEF 04/04/2011 2059 91113 00\&9 DEIC: MOliON TO ABIDE BV AND TO EHFORCE MANOATE AND SUTLEI'IENT AGREEMENT 0004 20U

001 90 04/011/2011 3 . . ' OfSC: CONTEST 0002 04/Oa12011 2060 00191 DEse: OBJECTI ON TO HEAAtNG ON APPLICANT'S MEHORANDUM

BRIEF REGARDING NOT IONS SET FOR

APRIL a, 2011 HEARING AND HIS MOTION TO AlII DE IIV AND TO ENfORCE MANDAlE AND SETTLEHENTAGREEHENl 5 . . . ODDS 04(Oa/2011 20U

00192

DESC:

1I0BERl$ON'S LACK OF SlANDI NG TO COl/TEST 13 RUN OATE : n/l1l2014 Bu.r County C.ntrllald Docklt SYlt . . Pa : U PGM : DtlI'900P RUN TIME: 15 : 53:~4 J CL : SPPROO

III LL MEANS COURT DOES NOT HAVE

SUBJ ECT-MAllER JURISDICTION H/oallOll 20U 0002

01193

DESC : JURY DEMAND

UGARDING lULL CONTEST FILED 8V BRUCE ROIlERTSON, JR.

04/.1112011 20U U75 0004 DESC : APPL. FOR

APPLICANT'S SPECIAL EXCEPTIONS TO WILL CONTEST FI LED BY BRUCE ROIlERTON, JR. ODOI

GOl'S 2060 U7.

DESC : COURT CORRESPONDENCE

FROM JUDGE JOHN A. HUTCHISON III TO ARMANDO TREVINO, II , GEORGE SPENCER, JR., BRUCE ROBERTSON, SET FOR TRIAL ON

02-1S-20U AT 9:10A.M.

00U7 0411"2011 2060 7&73 0001

DESC:

IIOT! ON FOR EXT. OF TIME TO FILE aRIEF EXTENDED TO

05/1012011; FOURTH COURT

OF APPEALS !Ian 04/19/2011 0002

OOln 20"

DESC ;

LETTER FROM ARIIANOO TRElilNO 04/1 "2.11 ZOU 6692 OODS OU" DESC: 08J ECTION TO PROPOSED ORDER 0062 OOD< 00200 05/0612011 20n

DESC : MOTION TO

FULFILL MISTRERiAL DUllES 20'1 006 7 0002 0.201 05/0V20l1 DESC ; LETTER FROM ARMANDO TREYI NO 05/0612011 2262 006' 0004 00202 DESe : REOUEST FOR

FINDINGS

OF FACT. CONCLUSION OF LAW Don 0004 0510612011 20U 00203

DESC , COMPLAINT

REGARDING CERTAIN RULING OF TRIAL coun

• HOTION TO RECONSIDER '-20 - 2011 ORDER

2n2 OU7 Don

00204 05/0612011

DESC ; ORIGINAL ANSWER

TO III LL CONtEST F I LED BV BRUCE ROBERTSON, JR. AND ORIGINAL COUNTER-CLAIM FOR INTERFERENCE NTIH PROI'ERTY RIGHT 0103 0002 05/0,,2011 2062

00205 DESC; LETTER FROM ARMANDO TREIII NO 2062 0105 0002 05/0612011 0021' DESC ; LETTER FROM ARMANDO TREIII NO 0006 2062 0107 . . 207 05/ .. /2nl

DESC :

14 RUN DAT£: n/17/21l4 1I ... r County C.ntrol1 . . d D •• ket Syste. PI: 14 PGJI. DIUI4900P RUN TIME: 15:55:44 JCL: SPPROD

JERRY VALDEZ'S SECOt/O COMPLAINT REGARD- IUOll 05/06/2011 lOU 0115 0003

DESC:

LETTER FROI1 AR~DO TREVINO TO JUDGE 0020. 05/0'/2011 20U DIU 0004 DESC: OIIJECTION PROlATE NI LL

FILED IIY BRUCE ROIIERTSON, JR.

00210 0511212011 20lZ UII. 0004

DESC. INVENTORY

45911 0002 00211 05/1512011 2Ol2

DESC: ORIGINAL

ANSWER

COUNTER-DEFENDANT'S

OVOIlZoll 2065 5441 OODS "212 DESC: NOTICE PAST DUE FINDINGS OF F .. CT AND

CONCLUSIONS

OF LAN OVOI/2011 20U 544' 0022

01213 DESC: OIJECTION INVENTORY AND MOTI ON FOR SANCTIONS 2063 0005 00214 0'"712011 U'4 DEst: CLAII1

FI LED BY BRUCE ROIOTSON JR,

U 1'1100.00 0000 0000 0000 OO2IS 06/0912011

DESC: NOT.

OF CLAII1 FILED I1AI LED TO I1ARCUS ROGERS ON '11 Dill son 0001 002111 0"2012011 2064

DESC: IIEJECT! ON

OF CLAII1 FilED BV BRUC£ ROaEA;lSON • .JR-.114,600.00 un 0006 01217 0"21/2111 DESt: oaJECTI ON

TO JERRY VALDEZ' IIEQUEST FOR FINDINGS

OF

FACT

AND CONCLUSIONS OF LAN

(BRUCE ROBERTSON'S)

20U SHII 0007

00220 0"21/2011

DESC: PLAINTIFF'S ORIGINAL PETITION

"/24/2011 III" '002 01221 DEst: ORIGINAL ANSWER OF DEFENIlAlolT -lWItUS ROGERS 2065 0005 01101 12011 25S' 00222 DESt: MOTION FOR SUI1IWIY JUDGMENT

COIIIITER-DEFENDANT'S

0003 D0223 07101/2011 DESt. RESPONSE

TO COUNTER-PLAINTIFF'S REQUEST FOR

SANCTIONS (CROSS DEFENDAIoITS) 0012 07122/2011 20U

01224 DESC. ADVISORY TO COURT IY JERRY VALDEZ zou 0002 OU2ZIlOII 00225 DESt. ADVISORY TO COURT TO HONORABLE JOHN A. HUTCHISON III

15 RUN O"TE: 0"171Z0I4 II . . . . county ClntraliZld Ooc~at beta. PI: l!o POll: OU4,00P J CL : SPPROO JlUN TIME, 15,55'~4 0022t 0712212011 20U 4370 0002

DESC: GUARDIAN'S REJECTION OF CLAIM OF IIRUCE ROIIEIITSON,

JR'S CLAIM

00227 011/0212011 20U 0004 e'29

C£$C: INVENTORY

TEMPORAlty AMENDED (DOD) 09130/2008 Dl2211 01llOlI/2111 20U 0001 DESC: COURT CORRESPONDENCE FROM FOURTH COURT OF APPEALS 2067 2217 0008 002i' 011/0412011 DESC : FIRST SUPPLEMENT TO RESPONSE TO MOTION FOR SU_RV JUDGEMENT 0017

00230 011104/2011 2"7 2225 DESt: RESPONSE TO COUNTER-DEFENDENT'S I1OTlON FOR

SUI1HARY JUDGEMENT

oaos 0110412011 2067 2242

Denl DESC: MOTI ON TO REQUIRE ROIERTSON 10 AMEND HIS PLEADINGS REGAADING THE INVALlDITV OF THE DECEMBER 23, 2009 JUDGEMENT 2067 2245 0002

00232 01/1'12011 DESC : HEMORANlJUt4 FROM ARPIANOO TREVINO 10 THE HONOIIAIILE JOHN A. HUTCHISON, III. STATUTOIIY PRDD"lE .JUDGE 2067 2247

0810412011

DESC, OBJECTION

BY DOROTHV H. HELLO, TO CLAIt4 OF BRUCE

ROBERTSON, JR.

22110 0002 01llOV2011 20'1

002H

DESC : MEMORANDUM

FROII ARHAHDO TREVINO TO THE HONOIIAIIlE JOHN 1<. HUTCHISON, III, STATUTORV

PROIIATE JUDGE

22112 0005 20'7

00255 01l/0~/20l1 DESC : OBJECllON

TO CLAIM

OF IIRUCE ROIIERTSON, JR . 2067 2287 oon 011/0412011 00236

DESC: I1011ONFOR SUHHARY JUDGHENT

ADHlTllNG 1"7 WILL TO PROBATE 0001 2017 35t1 16/05/2011 002'7

DESC : NOTICE

FOURTH COURl OF APPEALS 00" 2067 0023e oell"2011 52~. DESC : IWVISORV TO THE COURT AND RENEWED OBJECTION TO HYIIRlD PRESENTATION 8568 0002 20,7

00241 08/15/2011

DESC: RESPONSE

16 RUN DATE: n/17l2D1~ IIOXlr CO.ntll Contrll1Z1d Docket Sl/&hll PI: a PQM: DIlll490DP J Cl: SPPROD IIV PUCE ROIlERTSCOI, TO JURV VALDEZ' IIOTiON TO REQUIRE ROIlERTSON TO .\MEND HIS PLEADINGS REGARDING THE INVAlIDITV Of'

THE DECEMIIER 23, 20., JUDGEMENT

IUSf Oe/17l2011 5274 0002

DESC: RESPONSE

TO OIlJECTI ONS TO CLAI M OF BRUCE ROIlERTSON, J R . FILE HEREIN BV JERRV

VALDEZ

0002

. . 240 oe/17/2111 20U

DESC' RESPONSE

TO OIlJECTlONS TO CLAIM OF aRUCE

ROIIERTSON, JR. F I LED HER£!

II IIV J ERRV

VALDEZ

2 .. e oou 5270 00242 011/2412011

DESC : OPPOSITION

TO TEMPORARY AllHlN INV 06/24/2011 0003 00243 DESC : TRAVERSE TO COUNTER DEFENDANT'S RES'ONSE TO COUNTER- PLAINTIFf'S HOTION FORSANCTI ONS

ooa 3279 00244 06/2'12011 2DU DESC: HOllON TO TRANSfER T~ SUITS 0012 0112,4/20 11 20U 32,. 00245 LETTER FROM AI._ TREVINO TO J UDGE DESC : COURT CORRESPONDENCE HUTCHISON III 52'. 0002 Oe124/2011 20 •• 0024~ DESC : COUltT CORRESPONDENCE LETTER FRllH ARMANDO TREVINO TO GERARD

RICJ(HOFF

IOn 2"11 00247 0813112011 ~"5 DESC : APPL TO RESIGN .... AS TEMPORARV AllHllilSTRATOI. 0005 0024. '''0712011 2 . . '

DESC :

CLAIM (OeJECTlONI OF aRUCE ROIIERTSON, JR . OIUI 0004 0910"2011 20" 00249 DesC : CLAIM TRAVERS RESPONSE TO OIlJECTI ON TO elM 11 Of' PUCE ROIIERTSON, JR . FILLED av JE~RY VIILDEZ, 0005 09/ 1 4/2011 20"

01250 DESC: HOT! ON fOR

BRUCE ROIIERTSON JR. TO

SI10W AUTHOIU TV TO FILE II PRO SE PEll TlON AOAI NST MARCUS p . ROGERS. J ERRV VALDEZ'S VERIFIED 00D4 20.,

01251 0"14120 1 1 D£SC , OaJECTION

AND SPECIAL EXCEPTIONS TO ORIGINAL

17 RUN DATE: "/17I201~ aonr County ClntrU1Z1d Oockot SysteM PI: 17 PGH : OK14'00P JeL : SPPROD PETITIOH OF IIIUCE ROIERTSOH JR • 2."

• .,0

• U52 0002 0"1~/2011

OESC :

LElTER TO JUDGE HUTCHI SOH FRot1 IIRIWWO

TREVINO

un 00255 "/14/2011 0002 20" OESe : REQUEST FOR

CLIIRIFIC"TIOH

OF THE TERM "STATUS

CONFERENCE"

.tl22/2011 20.,

0025' '340 DOOS

DESC: FI ..... L ACCOUNT

Ons. 0005 0'/22/2011 20U 9256

DESC:

DECLARATI OH OF DOROTH'I H. HEllO 0912212011 20., 0004 01257 ' i l l DESC : JERRV VALDE2 REQUEST TO SET VARIOUS HOTlDHS 09/22/2011 20., 0002

00259

DESC I

LETTER FRot1 AnV TO JUDGE HUTCHINSOH III 002.0 09122/2011 20., 0004 'U 7

DESC :

, ...

ADVISORY TO THE COURT

20., 0001 00255 ,,/2312011

DESC: NOTICE

OF APPL FINAL ACCOUNT 2070 0002 00256 0912612011 Oil'

DESC : NOTICE

Of SCOPE OF REPRESE14T ,\1 I OH 9U7 0002 G02n 10/31/2011 2071

OESC: RESPDHSE

TO MUtE ROBERTSON. JR.·S REQUEST FOR DISCLOSURE IflLEO BV DOROTHY H. HELLO ) 0002 10/31/2011 2071

U2U

DESC: COMPLAINT

DOROTH'I H . HELlO'S TO IEII4Cl SERVED MITH

... REQUEST FOR DISCLOSURE IV IIRUCE

R.OIEJlTSOH. J R. 0002 10/3112011 2071

002U lIESC: LETTER TO INSURERS FRot1 IIRHANDO lREVl140 0002 10/31/2011 2071 002.5

DESC :

LETTER TO J UDGE HUTCHINSDI< FROM IIRIWIDD

TREVINO

20 7 1 ,a45 0010

002U 10/51/2011

DESC: HQTI OH TO

SET HEARING JlEBARDII4Cl _DATE 0021 1015112011 2071 9855 oon7 DESC : MOTION FOR COUECTIOW OF I\IOOUNT OF SUPERSEDEAS

BOND AND FOR DEPOSIT IN DECEDENT'S

18 RUN TIlE, 15,53:45 JCL: SPPIIOO

ESTATE

11/0212111 2072 4U5 0002 DESC,

LETTER TO JUIIG£ HUTCHISON FRO" ARMANDO TilEY I NO 11102/2011

002" 2072 4117 0004 DESC : MOliON TO ABATE REGARDING lIRUCE ROBERTSON. JR.$ CLAIM AGAINST Tt£ ESTATE OF NARTHA JANE

VALDEZ

. . 211 121"12111 2074 27&1 0005 DESC: NOTICE OF t£ARING OF

JERRY VALDEZ' S COMPLA I NT

I2IU/2t1l 0013 00271 276' DESC: MOll ON TO SET ASIDE INTERlOCUTORV ORDER DENYING COUNTER PLI\IIITIFF'S MOTION FOR SANCTIONS

00272 1210612111 2074 276' 0004 DESC : MOTION TO SECOND MOTI ON 2014 01213 12/1"2011 27" DESC: OBJECTION TO ORDER 2014 5152 0002 00274 121"/2011

DESC:

LETTER FR ARMANDO TREVI NO TO

HON JONH A. HUTCHINSON III

1210612011 207' 0004

00275 5'54 DESC; REQUEST FOR (JERRY VALDEZ) FOR A HEARINCI OF VARIOUS MOTIONS PREVIOUSLV FILED BV HIM

D027i 2014 0002 1210"2111 5'58 DESC; LETTER FR ARMANDO TREYINO TO NON Jot< A HUTCH I SON III 55"

DOl71 1210612111 '103 DESC: HOTUJN FOft (RENEWED) IIIH rTEIi RULINGS ON MOTIONS 0005 1211 "2111 2075 00176 DESC: MOTION TO SET ASIDE INTERLOCUTORV ORDER DENYING COUNTER-PLAINTIFF'S MOTION FOR

SANCTIONS

0007 1211912111 2115

. . 279 DESC; MOTION FOR NEil TRIAL REGARDING ORDER OItANTING COUNTER DEFENDANT'S MOTION FOR SUMMARV JUDGMENT 2D75 0011

00261

DESC: COURT CORRESPONDENCE

19 RUN DATEI 09117/2114 BUlr C •• ntll Clntrll1Ud D.cket SIf,te. PI : U POM : OU,'OO, RUN TlltEl 15:53 : 45 JCL: SPPROD

COURT

OF APPEALS .OZ&. 1212&/2011 2075 51,4 0001 DESC: COURT OF APPEALS KEITH . HOTTLE 11282 01/nl2t12 2075 0002 "Ia

DESC: COURT CORUSPOIIDENCE

f1!011 FOURTH COURT OF "",EALS TO- ARIIANDO TREVINO, DINAH L GAINES,JOHN A HUTCHI SON III, GERARD RI CKHOFF ,GEORGE H. SPENCER

oozes 0111 0/2112 20H 1772 0004

DESC: COHPLAI NT

REGARD I NG ORDER ENTEltED WITHOUT NOli CE OR wrTHOIIT AN EVIDENTIARV HEARING

D1/10/lU2 20H 17H 0002 DESC: COURT CORRESPONDENCE

ATTORNEV TO JUDGE HUTCHISON D028S 011l0n012 177& DESC: MOll ON FOR secONI) COhIFERENCE PURSUANT TO RULE I U OF THE lEXAS RULES OF CIVIL PROCEDURE

01/1012012 2076 1782 0020 DESC: ANSWER

FIRST _OED TO ROBERTSON'S CLAIM, FIIlST AMENDED ANSWER TO ORIGINAL PETllION,AND FIRST AMENDED COUNTER-CLAIM

AGAINST ROBERTSON

ZOH

00287 01/10/2012 1802 0005 DESC: HOlI ON TO SET DOCKET AND TO ENTER WRITTEN RULINGS ON >lUHEROUS

HOTIONS FILED BV JERRV VALDEZ

0002

00288 01/1lllOl2 lOH 1807

OESC : COURT CORRESPONDENCE

ARHANDD TUVINO , AlTV TO JUDGE HUTCHISON 0016 01/1012012 Ian 0028' 20" DEse : SUPPLEHEIIT AL TO HOlIDli FOR SUMMARV JUDGHEIIT 72U 0005 00292 0111112012 207' DESC: OSJ ECT/ 011 SECONI) S£T OF ROSERT ROBERTSON'S COI(JEST

OF THE I "7 WILL

onn 0104 01/1212012 7271 201' DEac : RESPONSE DEFEHDAHT BRUCE ROBERTSOII, JR TO PLAINTIFF'S FIRST AMENDED SET OF REOUEST FOR ADMISSIONS 2077 IU7 0002

01/25/2"2 DEse: ANSWER

FIRST SU'PLEHEIITAL OF COU>lTER-DEFENDANT

BRUCE AOBERTSDII

saas 0002 02/02lZI12 Z077

002" DEse : COtiRT CORRESPONDEHCE 20 RUW DATE: D'/17/2U~ a.IC'~ County Clntr.1J.2.ld Doclctt Svst ... PI; 20 PGM: OK.~'oa' RUN lIP1E: 15155:~S JCL: SPP~OD

FROM ARIIANDO TREVINO,AllY TO JUDGE

HUTCHISON

00291 02/05/2012 2017 5565 0002 DESC: EFFECT OF DENIAL FO APPLICATION FOR MIlT OF HANOAJ!US

ooos 0129& .2103/2012 2017 5361 DESC: HOTION TO DISMISS ROBERTSON'S PETITION AGAINST ROGERS "2" 02103/2012 2071 53" ooo~

DESC:

SPECIAL EXCEPTIONS TO Mill CONTEST FILED BY BRUCE ROaERTSOH,J~

oosoo 02/03/2012 2071 ooo~ DEse: HOTiON TO DISHISS

Mill CONTEST FOR LACK OF JU~ISDICTION 02/05/2112 2017 "" OOO! 00315 DESC: Al£IIOEO

OPPOSITION AND CONTEST TO PROBATE OF

PURPORTED ifiLL AND APPLICATION 10

APPOINT IIIOEPENI)ENT EXECUTOR

onOl 02lOS/2012 21n 9923 0003

DESC: ORIGINAL

ANSWER fIRST AMENDED; TO ifIll CONTEST 00308 I2/OS/2012 2017 "26 0006 DESC: HOTION FOR CONTI NUCE .un 02108/2t12 2.17 9919 ooo~

DESC: RESPONSE

CONTESTANT'S TO PROPONENT' II MOll ON FOR SUMMARV JUOGP£NT AND SUPPLEPIENT 1>£RETO

onn 0002 02/1012012 2.17 '~i2 DESC: COlIRT COR~ESPONDENCE FRDH ARIIANDO TREVINO,Any '''4 0211012012 2011 0003 OOSl~

DESC: HOTION FOR NEN TRIAL

2286 0001 003" OZl10/2012 2076 DESC: COURT CORRESPONDENCE COURT OF APPEALS 2018 asiS 0102 00310 02/1"2012 DUC: NOTICE OF APPEAL 0002 2018 83'7 00311 02/21/2012

OESCI

CE1UIF1CATE

OF WRITTEN DISCOVERY

0002 12125/2012 207a 1297 00312 DESC: COURT CORRESPONDENCE FROM FOURTH COURT OF "PPEALS (IN RE : JERRY VALDEZ' HOTI ON TO CORRECTl 0001 .212412012 2078 8'SO

80322 DESC: COURT CO~RESPOND£NCE COU~T OF APPEALS 21 RUN DATE: 09117/2014 lit . . , e.u.t~ etntrtl1ud Docket SYSUM PI: 21 PGH: DOUOOP RUN TIlE: 15:55:45 JeL: SPPROD '1525 1212412012 2071 6951 0001

DESC, COUIIl CC41R£SPONDENCE eOUIIT OF APPEALS USU 0212&12012 Z076 "16 0002 OESC: COUltT CC41RESPONDENCE

FROH

ARHANDO TREVINO ATTV 0051' 02l26/ZI12 2078 0003 9'20 OESC: HOTIOIoI FOIl NEil TRIAL OURING COURT '$ PLE1<ARV JURISOICTlOH 2D78 "25 DOSIS D2I2612112 0002 DUC: eOUltT CORRESPOHDENCE

FR. ARMANDO TREVINO

0051' 02126/2012 2078 9425 0002

DESC : NOTICE DISHISSAL

OF APPLICATION TO lIE APPOINTED INDEPEUD

ENT EXECUTOR OR EXECUTRI X

DOSl7 02126/2012 201& 9427 0002 DESC: HOTlOIoI TO

ENTER C41DER REGARDI NG RULE I " HEAR I NG

Gl516 0212&/2012 2076 9429 DDl5 DESC, CCUIIT CC41RESPC1t4DENCE FR. ARHANOO TREVINO.AlTY OUlt 02128/2012 2076 9452 ODIO DESC: OIlJECT! 0loI TO ORDER THAT HE JOIN ALL THE CHI LOREW OF MARTHA JANE VALDEZ; JERRY VALDEZ'S 2076

00320 02128/2012 DOD3

DESC:

ADOPTION OF DOROTHY H. HELLD'S OIlEJECT IONS TO CLAIH OF aRUCE ROIlERTSON.JR, AND

REQUEST FOR A HEARING

02128/2012 2076 '454 0002

005Z1

DESC: COURT CORRESPONDENCE

FROM ARMI'NDO TREVlNO.Anv 05102I201Z 20H DOt! 00524 5'48 DESC: RECEI PT APPELLANT'S DOCKETING STATEHENT (COURT OF APPEALSI 0005

00525 05l02l201Z 20H

DESC:

LEnER FR JERRY VALDEZ 10 HOII, KEITH

E. HOTTLE

Of03

05/1'/2012 ZOllO DESC: C()tjTESTANT'S

RESPONSE TO JERRY VALDEZ' OBJECTION 10 ORDER THAT HE JOIN ALL THE CHI LOREN OF Ml'RTHA JANE \/ALDEZ ZOllO 61'6 0001

00$27 0512712012 OESC: COUIIT CORRESPONDENCE FROM FOURTH COURT OF APPEALS 2D62 DDU 0411 "2012 00526 DESC: ORIGINAL ANSWEIt 22 RUN DATE: n1l7l201~ Bt . . r county CtntrtllZtd Dooket Sy,toa PI: 22 PGH: DKB4900P RUN TIllE: 15:53:45 JCl: SPPROD

TO BRUCE ROBERTSON'S AlENDED OPPOSITION TO PROBATE OF PURPORTED ifill AND TO

APPOINT IND. EXECUTOR

04113/2012 20112 0002

f052' DESC: HOTION TO DISHISS HOTION FOR COLLECTION OF AI40UNT OF SUPERSEDEAS IIOND AND FOR DEPOSIT IN DECEDfNT'S U1AlE ooos

01330 0411312012 20112 2'59

DESC: SPECIAL EXCEPTIONS

TO AlENDED OPPOSITIONTO PROBATE OF 1997

WI LL OF HARTHA JANE VALDEZ

01531 21112 2'" 0002 0~/U/2012 DESC: '*'-ANDUM

FR . ARMANDO TREVINO ATTV 01332 04/1712012 ZOIlZ 411411 0001

DESC: HE_ANDUM

COURT OF APPEALSIAPPEllEE'S HOTION FOR EMTENSION OF TillE TO FILE IIRIEF

Dun OV25/Z012 20a3 "" 0002 DESC : COURT CORRESPONDENCE FR. JOHN A. HUTCHI SON. 11 I 05/02l2U2 20113 0001 On3' SIS' DESC: CDURT CORRESPONDENCE FROM FOURTH COURT OF APPEALS 0001 01335 0510712012 20113 7163 DESC: COURT COIIRESPCNDENCE FROM COURT APPEIILS 0133' 05/n/2U2 28113 all17 OOU

DESC:

TELEPHONIC HEARING TAKEN 04-12-2012 01337 05/14/2U2 20114 1925 0002 DESC: COURT CORRESPONDENCE LETTER TO JUDGE HUTCHI SON FROM ARMANDO " ..

TREVINO

20114 1927 08536 05/14/201 2 OESC: HOTiON FOR SUMMARV JUDGMENT AIIO REQUEST FOR ATTORNEV'S FEES (JERRV VALDEZ'S FIRST AMENDED) 05/1412012 20114 0007

0033' 1"3 DESC I SUPPLEHENT AL

TO JERRV VALDEZ'S OPPOSITION TO THE

JOINING OF HIS SIDlINGS AS CONTESTANTS

TO THE WILL

20&4 2DOO

00340 05/1 .. /2012 OESC: RESPONSE OPPOSING COURT ORDER THAT ALL HEIRS OF foWITHA JANE VALDEZ BE JOINED AS

CONTESTANTS TO HER WILL (VERIFIED)

2009 0004

00341 05/14/2812 201l~ DESC: SUPPLEIlENTAL

TO JERRV VALDEZ'S OPPOSITION TO THE

23 RUN DATE: 09117/2114 III ... C ••• ll<' ClntroU;ud Docklt SysteM PI: 23 POM : OU4'00P RUN TIlE: 15:55'45 JCL : SPPROO

JOINING OF HIS SllIlINGS AS CONTEST4H1S

TO THE HILL

00343 OS/29120\2 20lS 4371 0004 DnC: TRAVERSE TO BRUCE ROBERTSON'S ,"TEMPT TO FOIICE JERRY YALDEZ TO JOI N THE SURYI VOltS OF MARTHA JIUIE VALDEZ AS

PARTIES TO THE

WILL CONTEST

0610112012 208S 4311 tOOl

DESC: COURT CORRESPONDENCE

APPELLEE'S MOTION FOIl ElCTENSION TO FILE IIR IEF

00342 ur2712D12 2086 9026 0003

DESC : HE_ANDUH

U/27f2012 2086 ODO' DESC : APPL FOIl TEMPORARY ADM I NI STRA

(VERIFIEDl 003<5 U/2t12D12 2087 2811 0001 DESC: LETTER FROM 4TH COURT OF APPEALS US50 07/05/2012 2ot7 4795 0002 DESC: FOUTH COURTS OF APPEAL 00347 0710912012 2087 6042 0041 DESC: MOTION FOIl FOR SU_V JUDGMENT ON ROaElitTSONfS

CLAIM AOAINST DECEDENTS ESTATE

00341 0710912012 2017 70U 0005 DESC: SUPPLEP1ENT AL ANNUAL ...cCOUNT FIItST; FOR SUHHAIIV JUDO/ENT "54' 0002 0110912012 2087 7018 DESC: CERTI Fl CATE Of SERVICE; FROM ARMANDO TREVINO 07/10/2112 2088 0752 0002 OOSSI

DESC: HE_IINDUM

TO IEXAIt COUNTY CLER~ FROM CLE~ & SPENCER, "TTORJEYS "T Lilli (IN RE: NOTICE OF APPE"Ll 2088 3152 0001

00353 HIll/20l2 DESC: lIE_lINDON L TTIt FROM COURT OF "PPEALS 20ee 5151 0001 OOS52 07/17/2012 DESC: CERTIFICATION OF COMPENSATION AND E)(PENSES OF ASSIGNED STATUTORY PROlATE

JUDGE MINUTE ORDER 2010-4S

20e, 0001 07f2712012 45'5

OUS' DESC: coun CORRESPONDENCE FRDM 4Ht COURT OF AP'EALS ouu 2pe, 6925 0001 Oe/P2I2012

DESC:

COURT CORRES'OND£NCE FROM 'lH COUll OF AP'EALS 24 RUN PATE: 0911112014 80 . . . County C.ntral1ud Docket Slistu PI : 2~ PGI1, DttB"DOP ~UN TIME : 15 : n:~s JCL : SPPROD

011/0$/2'\2 2011a 9959 toGS DESt : RESPONSE

TO &IlUtE ROIIE~TSONS A HEMPT TO F~CE JERRY VALDEZ TO JOIN THE SURYl Y~S TO THE ifi L L CONTES T

00355 GelO3/2alZ 20l1li 0002

OESC : MOTION TO

SPECIFY MATTERS SET F~ ./271Z012 '''5 0&103/2012 20l1li OESC : COURT C~RESPONDE>lCE

anu .lI/n/2alZ 2089 IDOl OESC: REQUEST F~

POST NOTICE

D03U 08/03/2012 DOOI 2 •• ' "Z7

DESC : COURT CORRESPONDENCE

FROM FOURTH COURT a.' APPEALS 00358 •• /01l2DI2 2D89 D002 OESC : COIIRT C~RESPONDENCE HON JOHN A HU TCHI SON III onu 20.9 OOOZ all/07/2D12 "28 DESC : COURT C:~RESPONDENCE

FROM 4TH COURT

OF APPEALS OD357 01110912112 toOl 208' DESC: NOTI eE OF APPL FOR APPOI HTMENT AS TEMPORARV

AI)IIINISTRATOR

2 .. 3 4952 IDOl

Dn.4 '''2412112 DESC , COURT cORRESPONDENCE LT TR FROM trlH COURT OF APPEAlS aous 09l11l/ Z012 4402 1022 Z09~ onC: PETI TlON FOR WRIT OF MANDAMUS FItM 'lH CR T a.' IIPPEALS onu 2094 4434 0075 '911&12012 DESC:

APPENDIX FRM 4TH CR T OF APPEALS 2096 3248 0005 DUll 10/1612012

DES!; :

MOTION TO RENEWED APPOINT A>I ADHINISTRAT~ OF

DECEDENT'S ESTIITE

IIU2 ODOZ 1 01 2312Gl 2 2D"

01368 DESC : COIiRT CORRESPONDENCE fOURTH COURT OF APPEALS vou, 0003 2.,. 9821 11/2912Gl2

DESC : MOTION TO

ENTER ORDER SEl l iNG HEARINGS OR REFUSING

TO SET HEARINGS

0002 210. 010'

01370 OSI2"2013

DESC I

LETTER FRON ARMANDO TREVINO ATTV TO GUV HERMAN JU~ 01 11 0008 03/U/2D13 2106

00311

DESC :

25 RUN D"TE: 09/17/2DI~ lIulr County ContrlllZld Docklt SYlto. PI : 25 PGII: OIlI""P

JCL : SPPROD

VERIFIED ~TION FOR ACliON PURSUANT TO

SECTION 25.0022

01575 0i/25/201S 2112 0047 DESC . HOlI ON FOR SUItWIY JUDGf1ENT FIRST AlENDED REGARDING ROBERTSON'S ROaUlSON'S CLAIM 4GAINST DECEDENt'S

EST"TE.

Don

01111/2013 2112 9511 DESC : AlENDED

OPPOS III ON AND CotlTEST TO PROIIAlE OF PURPORTED WILL AND APPLICATION TO APPOINT INDEPENDENT EXECUTOR.

OOS75 07/1112113 2112 .514 0001 DESC : CONTESTANT'S AMENDED RESPONSE TO JERRY IIALDEZ' OIJECTION TO ORDER THAT 1£ JOIN ALL OF THE I£IRS AT LAW OF MARTHA JANE IIAlDEZ AND MOliON FOR ENFORCEMENT OF SAID ORDER

0137' 01111/2013 2112 '521 002&

DESC , CONTEST ANT'S

AMENDED RESPONSE 10 PROPONENT'S FlRSl AMENDED ~TII'N FOR SUMMARY J UDGEMENT

AND

REQUEST FOR ATTORNEV' S FEES

00577 07l51/2t13 0002 22" 211~ DESC : MEMORANDUM FROM ARMANDO TREVI NO Don 00571 01151120U ZI14 2Zle DESC : HOTION TO RECUSE 0057' OIl/OIl/ZIIS 2115 35.5 DDOZ

DESC . NOTICE

COIlAT FEGAROI NG JERRY VALDEZ' MOllON TO

RECUSE

. . 3110 DIIII.,ZII5 2115 OOOZ IIZS'

OESC . REQUEST FOR

FOR A HEARING OF THE MOliON TO RECUSE TI£ HONORABLE J DtiH A. MUTCHISON III. 011/2012113 ZIU 000.

nUl IOI~ DESC : OIJECliON AND RESPONSE TO JERRV VALDEZ HOllON TO

RECUSE

"" 01112&12113 21U 0005

"585 DESC : MOll ON lRAVERSE TO THE RESPONSE TO THE RECUSAL 0002 DtU4 0&121112015 2 1 U "74

DESC :

COliER LETTER FOR ARMANDO TREVINO 21U 0002 DOUS 011/21112015 "76 DESC . COVER LETTER FOR ARJIANI)() TREVINO 21ltl 003 •• '''12I201S 02" "01

DESC: COURT CORRESPONDENCE

26 RUllIlATE, "/17/201~ '"xar County Clntrallzld D •• klt Systl. Pt : 2' PGII: 1lIt'~"DP JlUII TIME: IS : 5S : ~5 JCL : SPPROO

F1tOM HDH . JOtfoI HUTCHISON, III TO GERAAD R I CKHQf F

OOS67 ,9I16/2I1S 2116 l isa 0007

DESC: HOT! ON TO

SET ASIDE ORDER THAT DENIED THE RECUSAL HOTiON WITHOUT A HEARING

OOS66 09116/2013 2116 I US OODS DESC : APPL. FOR HEAAINGS AND RUL INCIS ON UIH:ARD HOTI DNS AIoI) HOT I ON FOR SANCTIONS

00389 091271201' 211a 62al DOD' DESC : HOT/ON TO SET ASIDE $£'T .. ',2013. ORDER 00'90 11/26/201 3 2122 17 . . OODI DESC : PROOF OF SERVICE CERTIFIED HAl NGTICE FROM SUPREME CoUR T OF TEXAS Dntl 1 112l12U3 2122 7170 ODOI DESC , PROOF OF SERVICE CERTIFIED ""I NOTICE FROM SUPREME COURT OF TEXAS OOS'2 Il/U/2t1S 2122 1771 0001 DESC : PROOF OF SERVICE CERTIFIED HAl NOTICE FRDM SUPREME COURT OF TEXAS 2123 "S93 I2I09/2U' 3243 0002

DESC : _ATE

00'" 12110/2113 2123 4026 0002 DESC : COURT COUESPDNIlENCE

COURT OF APPE .. LS oosn 121111/2013 21lS 0001 '714

DESC: COURT CORRESPONDENCE

FOURTH COURT OF APPEALS 0.,,, 12/24/20lS 2124 2663 0001

DESC : MEMORANDUM

FROM JOtfoI A. HUTCHISON III TO SUSAN

VEATIS.

I2ISI/2013 212_ SUI 0003

DI'H DESC: REQUEST FOR PRE PARA TI ON OF CLERK'S RECORD ON APPEAL 0002 Du,a IUS I 1201S 2 1 24 SU4

DESC : RESPONSE

AND OeJECTI DNS TO JERRY VALDEZ'

APPPLICATION FOR HEARINGS AND RULI

NOS D/ 11112014 2125 321a 0002

003" DESt : MEMORANDUM

FRDM

ARMANDO TREVINO TO CHERYL D. HESTER 0211012014 212. 1002 10400 a72'

DESC:

APPEL LEE'S REQUEST FOR PREPARATION OF

CLERK'S SUPPLEMENTAL RECORD ON APPEAL

IS / oa/20H 2132 2D/1I 000'

00'01 DESC : HOTION FOR MDT! ON TO ENTER APPEALA6LE DRDERS REGAADING THE ADt1ISSION OF DECEDENT'S

27 RUN D.\TE: O'/17/201~ al.l,. County Clntr.lized Docket S'yat •• Pt: 21 PGf'. oc&".oap' R\.N TIlE, IS,S5:45 JeL : SPPROO

WILL INTO P~OBATE AND DENYING APPLICATION TO BE "PPOINTED INDEPENDENT EXECUTOR

01402 U1I5/2014 2US '0&5 0002

DESC: MANDATE

2131 0&/01/2014 119& 0001 DESC , RECEI PT

OF EXHIBITS PROB"TE COURT U COURT REPORTER - VEJlONICA LUGe _LES DATE OF HEARING - '510212'12

00404 01112112014 D003 21" DESC: DESIGNATION OF CLERKS RECORD -TRIAL INFOR"ATION" SEQ DATE FILED COURT SETT. OA TE TI HE All V on 0000' 10/unl01 10/211200& 02, OOPM

DESC : PROBATE HEARING

.0012 11114/2"11 OD2 1211912001 01 : 30P" AT DESC: ORDER SETTING HEARING ON APPLICANT'S SPECIAL EXCEPTIONS OOlH 12105/20011 002 12/19120011 01,30PH

DESC, ORDER SETTING HEARING

0001& 1211 0/2OD& 012 1211912006 01 :30P" DESC: ORDE~ SETTING HEARING 00021 1211912008 002 12150/200& OS:O"" OESC. PROBATE HEARING MOTION TO SET ASIDE THE INTERLOCUTORY ORDER OF 1111 olOe AUTHORIZING PAYHENT OF fEES TO "lTV AD LITEM. 011 U/24120n II : 3D,,"

0002. 03/1 DI200' DESC . ORDER SETTING HEARING HOTION TO COMPEL AND FOR SIINCTIONS UII5120 n 002 D4129120n n : 50AM 0002' DESC, ORDER SETTING HEARING MOTION TO COMPEL ANO FOR SANCTIONS 04/2712009 002 05/0.,2009 10: 30AM OOU2 DESC: ORDER SElliNG HEARING 1ST AMENDED HOllON TO COMPEL CONTESTANT

TO ANSWER DISCOVERV REQUESTS .

0412112009 001 05".,2009 10: OOAH

00034 DESC: ORDER SElliNG HEARING

MOTI ON FOR CONTI NUANCE

.IZ AT h/24/20n 10 : 00,," 00040 05/Ut20" DESC , PROBATE IEARING ON MOTION TO ENTER ORDER GRANTING h/24/2009 10 : 00AM ooosa 05/2112009 002 "T

DESC : PROBATE IEARING

ON 11£ OIlJECTION TO ORDER REGARDING

HAV •• 2009. HEARING AND COUNTEII - HOTION

28 RUN OATE, 09/1112114 a ... r C •• ntll C •• tr.llzod Oocket SlIlh. PI: ZII PGI1: DKU900P

JCL: SPPROD

FOR SANCTt ONS 00041 05/2112109 002 AT

DESC: PROBATE HEARING

ON I«lTl ON TO ENTER ORDER GRANTt NG

SANCTIOWS

16/H/zon 011

DESC : ORDER SETTING HEARING

I«lTtON TO RESCHEDULE ORAL DEPOSI TlON .,2 1004a 01lZ11/21n 10/01120., 02 : 00PM oESC : ORDER SETTING HEARING I«lTl ON TO COMPEL AND FOR SANCTI ONS 10050 07/211/20., 012 10101/2009 02:00PM

DESC: ORDER SETTING HEARING

HOTION FOR A RULE I" CONFERENCE 002 1010112009 02 : 00PM 00052 07/2a/2009

DESC: ORDER SETTING HEARING

O.aJECTlONS TO THE AFFIDAVITS OF _ IE

CONTRERAS AND STELA PENA

01054 oa/OS/20n 002 oa/osnoo. 02:00PI1

DESC : ORDER SETTING HEARING

I1DTtON FOR PROTECTIVE ORDER 1010112009 02 : 00PM liB UOSII nns/zo" 002

DESC: PROIIATE HEARINO

ON DOROTHY HELLO'S I«lTlON TO COMPEL AND FOR !lANeTt ONS 002

ooou 10123/2019 12130/200' 02 : 00PM

DESC: ORDER SETTING HEARING

""4 10/23/2D" 002 12/30/200' 02:00PM DESC: ORDER SETTING HEARING ' 12130/2009 02: OOPI1

OOOU 11/2312009 002

DESC: PRDIIATE HEARING

uoao 1212"2009 101 11121/201 0 09: SOAM DESC: ORDER SETTI~G HEARING 1«l1lON FOR PARTIAL $~V JUDGHENT InLL liE HEARD IIY WRITTEN SUBMISSION 02122/2010 002 03/02/2010 10 : 00AM

000113

DESC: PRDIIATE HEARING

05/25/20 I 0 02 : OOPI1 non 03/2912010 001 DESC : NOTt CE OF HEARl ... I1DTlON FOR NEil TRIAL FILED

IIY PROPONENT JERRY VALDEZ

002 0511312010 02 : 00PI1

60094 0510112010

OESC : ORDER SETTING HEARING

'.lOa/201 0 10 : OOAM oao.a 05/2012010 002

DESC: ORDER SETTING HEARINO

10/0712110 09 , $OAM UUS 1010112010 002

DESC: HEARING HELD

MTII FOR CONTI IlUANCE 002 1211512010 Il;OOA" 001 S. 12/a/20ID

DESC: HEAR I NG HELD

APP FDR TEI1P AOMI~ISTRATION 0211512012 09 , 00"" 001,. 001 0~/la/201l DESe ; ORDER SETTING HEARING 29 RUN DAlE . 091171201' III . . r County ClntraUzoG Docklt $ysta. P, . 2' PGII : 1lII.1I4901P RUN TIlE: 15 : 53:45 JCL ; SPPROO

WIlL CONTEST 002U 10/11/2'11 102 II/U/20ll 01 : 30PM

DESC: ORDER SETTING HEARING

HOTiON TO SET FACT - F1IG:IING HEARING PURSUANT TO .IUDGIENT Of COURT Of APPEALS

00290 01/1911012 002 02/05l201211 , ooAM DESC. ORDER SETliNG HEARING 00291 0112112012 002 02105/2012 II : OOAM DESC : ORIl£R SElliNG HEARING 00501 02116120 1 2 002 0"25/2012 09 : 00AM JAM

DESC: ORDER SETTING HEARING

00302 02/"12012 002 1612512012 09:00AM

DESC : ORDER SETTING HEARING

00572 "11 5/2015 002 07122120\3 02 : 00PM DESC , ORDER SEllING HEARING

• 0 ROE

NFORMATION- SEQ DATE FILEO .IUDGE HAlE VOL UHf PAGE PAGE OIT AMOUNT SOF 00001 12/50/200e TOM RICKHDFF OHI 123! 0001 0 . 00

DESC: ORDER

OF

REFERRAL

00002 06102/200' POLL V J ACKSON SPENCE 2022 4952 0005 0 . 00

DESC: ORDER

ON PROPOfENT'S S'EC1~L EXCEPTIONS 2. 5. 4, AND , ARE SUSTAINED AND I, S, AND 7

ARE DENIED.

2023 U50 0005 O. 00

1000S 0./24/2'0' TOM RICKHQFF Il£SC : ORDER GRANTI NG

CONTESTANT ' S MOTIONS FOR SANCTIONS

0 . 00 01004 1111 "ZOO, TOM RICKHDFF 2031 0101

DESC: ORDER

HOTiON OF PROPONENT J ERRV VALDEZ TO DROP THE HEARING OF THE HOTiONS SET FOIl

NOVEMBER 10,200'

O. 00

0I00S 0210112010 POLLY JACKSON SPENCE 2U5 lUI 0001 DESC: OIlDER OVERRUL.ING PROPONENT·S f«)TION FOR PARTIAL SUHllAAV J U_NT I N WILL CONTEST 0 . 00

0"06 02110/2010 POLLV JACKSON SPENCE 20)5 6029 DESC : OIlDER APPROVI NG

CHAJUIE

OF THE COURT 0 . 00 2056 7441 0002 "007 0310212010 POllY JACKSON SPENCE DEst : .IU_NT

DENVING APPLICATIONS TO PRO.ATE TIOO

WillS 000 1 0 . 00

OlOoe 0)113/2010 POLLY JACUOH SPENCE

DESC :

ORDER A'PROVING

PROPONENT'S REQUESTED JURY QUESTIONS,

I NSTR UClI ONS AND DEF I NIT I ONS 2045 0'2 0002 0 . 00

0000' U/1l/201D POl l Y JAC~SON SPENCE

DESC : ORDER

30 RUN DATE: 09117/201. •••• r COl,lnty Clntr.llz.d Docket Syst •• PI : SO POM: DU4900P RUN TIlE: 15:5S.4' JCL: SPPROD

OF RECUSAL

NW ORDEII OF REFERRAL UNDER

SECTION 25.00255 TEXAS GOVER_NT CODE

00010 01111/2010 POLLY JACKSON SPENCE 0001 0.00 214~ 47'2 DESe: ORDER OF RECUSAL AND ORDER 01' REFERRAL UNDER SECTION 25.00255 TEXAS GOVERNMENT CODE

00011 0"50/2010 SANDEE "YAN KAlIl ON 2044 94112 0001 0.00 DESC. ORDER TI£ APPELLANT'S MOTION TO ABATE APPEAL I S HEREBY MOOT. 204,

01012 1010112010 JOHN HUTCHINSON as04 0001 0.00

DESC , ORDER AUTHOR

III NG "UCE ROBERTSON. JR' J WITHDRAW AS .. " DOli

ATTDRWEY OF RECORD

00015 10/0112010 JOHN HUTCHINSON 2150 0 . 00

DESC: ORDER GRANTING

CONll NUANCE WAS DENIED 01014 10/11/2010 JOHN HUTCHINSON 5412 0002 0.00 2050 oESC: JUDCII£NT

(FINAL SUMMARY)

00015 1211512010 JOHN HIlTCHI IISON 7152 0001 0 . 00 205~ oESC: ORDER DENYING

MOTI ON FOR WEW TRIAL

1001. 01/U120ll JOHN HUTCHINSON 2054 35211 OODZ 0.00 DESC: ORDER REINSTATING PLAINTIFF'S NOTIONS 2054 7044 0005 '.00 00017 01/04/2011 JOHN HUTCHINSON DEse. ORDER APPOI NT I NG TE"PORARY I\DH 205_ 70<4 0004 •• 00 tOOla Dl/U/2.11 JOHN HUTCHINSON DESC: ORDER APPOINTI NO TE"PORARY "'011

PEH!)ING CONTEST OF WILL

00019 01/1S/2011 JOHN HUTCH I NSON 2055 0848 0002 10000 . 00 DESC: ORDER APPROVI>IG aOND 20.1 5135 0001 0 . 00 00020 04/20/2011 JOHN HUTCHINSON DESC: ORDER OVERRULING OBJECTIONS TO PROPOSED ORDER unl 07113/2011 JOHN HUTCHINSON 20i5 a,u 0001 0 . 00 DESC: ORDER DENVI>IG

JERRY VALDEZ REQUEST FOR FINDI NGS OF

FACT AND CONCLUSION 01' LAW 0002 0.10 JOHN HUTCHI WSON 20U 9271

OU22 0912212011

DESC: ORDER APPROVING

RESJ ....... TlDN OF TEMPORAllY ADf1INlSTRATOR 0001 25~. 77 00025 n/~.IZOII JOHN HUTCHI NSON 207. 70U DESC. OItDER AUTHORIZING 0001 0.00 oe024 091,,/2011 JOHN HUTCHINSON 2070 70~.

DESC : ORDER TER"INATING

2072 UZI 0002 0.00 00025 II /I 0/2011 JOHN HUTCHI NSON DESCz ORDER APPROVING TEI4PORARY AIlIIIIoiISTRATOII'S ACCOUNT

FOR FINAL SETTLEHEWT AND AUTHORIZING

31 .UN nAT£ : .9/17/2014 alxl r County Clntraliz.ed Dock.et SYlt •• PI : 51 PGM ~ OU~9'OP RUN TIME : 15 : 55 : 46 JCl : SPPROO

E)(PENDI TURES

zon 051' OOOZ. 11/10/2011 JDI*j HUTCHINSON 0001 0,00

OESC : OROEII D£NVING

JERRY VALDEZ HOTiON TO ABIDE AND TO

ENFORCE MANDATE

AND SETTLEMENT AGREEMENT

OOOZl I lnll20lI J OHN HUTCHI NSON 0002 0 , 00

DESC : ORDER

DENYING COUNTER-PlANITIFF JERRY VALDEZ HOTION FOR SA!lCTlON$

0I0Z11 11121/2011 J OHN HUTCHINSON 2015 0002 0.00 1 ~1I2 OESC: ORDER GRANTI NG COUNTER-DEFENOAlllS HOTION FOR SU_Y

J UDGMENT

00029 OI/" / UI2 JDI*j HUT CHINSON 20n 5915 0002 O. OD DESe : ORDER

SETTING HEARING

nosl 01/2012012 JDI*j HUTCHINSON ZOH 113511 0002 0 . 00 DESC. ORDER SETT I NG HEARING OIOlf 01/21 / Z0lZ J OHN HUTCHINSON 0,00 20H 0002 10~' DESC: AGREED ORDER SETTING HEARING 2011 "U DlDSS OUOS/20lZ JOHN HUTCHINSON 0001 0 . 00 DESC: ORDER AUTHOR12IMB DISMISSAL PET IT ION AGAINST ROGERS AND DENIES OOOS~ 02l05/ZI12 JOHN HUTCHINSON 2011 "15 0001 O • ••

OESC : ORDER APPROVING INVENTORY

DIns 02/11/2012 JDI*j HUTCHINSON 21111 0001 0 . 00 ZIII~

DESC : ORDER

PURSUANT TO RULE 59 00052 0211312012 J OHN HUTCH I NSON 2111 0001 0 . 00 ,,~S DESC : AGREED ORDER PURSUANT TO RULE 3' IOU. 02l2012t12 0.00 J OHN HUTCHINSON 20711 11'., 0005

DESC: ORDER

ON VAAIOUS ""TI ONS. OaJECTI ON$ & OTHER " AlTERS

00031 0~/Z4I2012 JOHN HUTCHINSON 20115 0986 0001 0 , 00 DESC: ORDER OF DISMISSAL WITHOUT PREJUOICE O • • 0 000'5 0"I"Z0I2 TON RICKHOf F ZIII' Z651 0002 DESC : JUDGMEm FINAL JUDGJ1ENT I N .RUCE ROI£R1$ON'$ CLAI" FOR ATT ORNEY'S FEES 2017 07511 0001 O •• 0

DIose 0'/261Z0I2 TON RICKHOFF DESC . ORDER DENYING HOTION TO SET ASIDE I NTERLOCUTORY ORDER DENYING COUNTER-PLMNTIFF'S HOTION FOR SANCTIONS SIGNED BY JOHN A . HUTCHISON II I 0001 0 . 00

00'" 011/0112013 JOHN HUTCHINSON 211~ "III

DESC : ORDER REQUIRING

32 RUN DAle: 0911112014 eooar County C •• tral1ud D •• kot Sy.teM PI: 52 PGM: DKU90eP

RUN TIME: 1S:53:4'

JCL: SPPROD

JOINDER Of' THE HE 1 RS Of' THE DECEDENT AS PAliTi ES TO THI S CAUSE

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REQUEST FOR ATTORIEY' S

FEES

.0041 08/1.,2015 JOHN HUTCHINSON DOOI D.DO 211' SS"

DESC: ORDER

DECLINING HOllON TO RECUSE AND ORDER Of' REFERRAL REQUESlING ASSIG_NT OF A JUDGE 1 0 HEAR "THE HOllON TO RECUSE

JUDGE JOHN A. HU1CHISON, III

01042 0"09/2115 JOHN HUTCHINSON 2118 0247 0002 0.00

DESC: OIIDER

REQUIRING JOINDER Of' THE HEIRS OF THE

DECEDENT

AS PART! ES TO THI S CAUSE

REPLACES OIIDER SIGHED ",UG 5.2013

D. eo OD04S 0""12015 JOHN HUTCHINSON 2118 02" 0002

DESC: ORDER

OIIDER OVERRULING JERRY V4lDEZ' FIRST AMENDED HOTiON FOR SU_V J UDGEMENT

AND REQUEST FOR ATTOIIIEY ' S FEES

REPLACES ORDER SIGHED oa-'S·20IS

000" 05/21/2014 JOHN HUTCHINSON 2140 6592 0002 O. DO DEse: OIIDER 015"ISSING JERRY VAlDE.Z·S APPLICATION TO AOtIIT MILL INTO PROIlATE

III .0 N I) INFOR "AT ION "

SEQ

DATE FILED PRINCIPAL

ODODI

01/18/20\1 MARCUS P . ROGERS 10000.00

AGENT : SHERRI SCHRAER """UN1: SURETY: CAPITOL INDEMNITY CORPOIIATION FOR": COIIP REASON: ADMINISTRATOR OF ESTATE

RELEASE DATE:

33 2014 OCT 17 Ml g. 28 . . ', i~;I: .. -:HGr:- NO.2008-PC-3026 : . : • I i.~. E,· I; . l~lJ'3 i,T[ COUf\iS 3D ;',n '~CUfi T Y. Ti::X AS

IN THE ESTATE OF IN ~_PROBATE CQ!1JlT

UEIJUT Y

MARTHA JANE VALDEZ, NUMBER ONE DECEASED BEXAR COUNTY, TEXAS

APPELLEE'S REQUEST FOR PREPARATION OF CLERK'S SECOND SUPPLEMENTAL RECORD ON APPEAL To: Honorable Gerry Rickhoff Bexar County Clerk Probate Section Bexar County Courthouse San Antonio, Texas 78205 Bruce Robertson, Jr., the Appellee in this cause now on appeal, requests that the following

documents in your file be included in the clerk's second supplemental record to be filed with the First Court of A12peals in Houston (Cause No. 01-14-00563-CV) on or before October 23,2014.

1. Plaintiff's Original Petition filed on June 21, 2011.

2.

Order signed by Judge Tom Rickhoff on September 5, 2012, in Cause No. 2007-PC-

2303, styled

In re the Guardianship of Martha Jane Valdez, an Incapacitated Person, Volume 2093, Page 6894. (This is in Probate Court No. 2.)

3.

Appellee's Request for Preparation of Clerk's Second Supplemental Record on

Appeal (this document).

If you have q~estions about this request, please, let me know. Dated this ~ 1 day of October, 2014.

Respectfully submitted,

~ /4'6 ell'. TSdv' /AI'

BRUCE ROBERTSON,

JR. T.S.B.N. 17078000 8100 Broadway, Suite 102 San Antonio, Texas 78209 (210) 225-4001 Telephone (210) 224-2417 Facsimile brucerobertsonlaw@sbcglobal.net Attorney and ProSe

Certificate of Service I certify that a true copy of this request has been served upon Mr. Armando Trevino, attorney of record for Jerry Valdez, by facsimile transmission on this j ·1 day of October, 2014. ~ ~CI'L1?d1I. BRUCE ROBERTSON, JR. 8100 Broadway, Suite 102 Board Certified Board Certified BRUCE ROBERTSON, JR. San Antonio, Texas 78209 Civil Trial Law Personal Injury Trial Law (210) 225-4001 Telephone Texas Board Legal Specialization Texas Board Legal Specialization ATTORNEY AT LAW

(210) 224-2417 Facsimile

brucerobertsonlaw@sbcglobal.net

October 22, 2014 Mr. Armando Trevino Ramos - Trevino 1519 Washington Street Laredo, Texas 78042

Re: No. 2008-PC-3026 Probate Court No. Two, Bexar County, Texas Dear Mr. Trevino: Enclosed is Appellee's Request for Preparation of Clerk's Second Supplemental Record on Appeal. We have been unsuccessfully trying to send this to you by fax. Yours truly, I~ J ~ (lV~ll~r · ./ /~

Bruce Robertson, Jr.

Case Details

Case Name: Jerry Valdez v. Bruce Robertson, Jr.

Court Name: Court of Appeals of Texas

Date Published: Mar 20, 2015

Docket Number: 01-14-00563-CV

Court Abbreviation: Tex. App.