Lead Opinion
OPINION
Appellant Linda Ferreira, in her capacity as the executrix of Norman Ferreira’s estate, applied to probate the will of Norman’s deceased wife, Patricia Ann. Hill, nine years after Patricia’s death. The ap-pellees—Patricia’s children from a previous marriage—-contested the application, asserting that Linda did not, meet her burden to probate the will. The Texas Estates Code provides that a will may not be probated more than four years after the death of a testator “unless it is shown by proof that the • applicant for the probate of the will was not in default in failing to present the will.” Tex. Est. Code Ann. § 256.003(a) (West Supp. 2016). . ■
After considering summary judgment motions filed by both parties, the probate court granted appellees’ motion for summary judgment and dismissed Linda’s application to probate -the will. On appeal, Linda argues that she was not in default because she applied to probate the will approximately one month after discovering it. Appellees argue that the default-inquiry should include Norman rather than Linda, and thus the summary judgment should be affirmed because there is no evidence Norman was not in default.
We conclude that (1) the default- inquiry should include Norman because . Linda
Background
Patricia Ann Hill died on January 12, 2006. Patricia was survived by her husband, Norman Ferreira. Patricia’s children from a prior marriage, appellees Douglas and Debra Butler, also survived her. In her will, Patricia left all of her property to Norman. Norman did not- probate Patri-. cia’s will before he died on February 22, 2016. .
Norman was previously married to appellant Linda Ferreira, but they divorced before Norman married Patricia. Norman’s will devised real property and the residue of his estate to Linda, and she was appointed as independent executrix for Norman’s estate. As Linda was going through documents in Norman’s home, she found Patricia’s will. About one month later, 'she applied to probate the will as a muniment of title in her capacity as executrix of Norman’s estate. Appellees contested the application.
• Appellees filed a hybrid no-evidence and traditional motion for summary judgment seeking to dismiss the application for probate of Patricia’s will. Appellees’ motion asserted there was no evidence the applicant was not in default in, failing to present the will on or before the fourth anniversary of the testator’s death, as required by section 266.003(a) of the Texas Estates Code. Linda responded with evidence that she discovered Patricia’s will in July 2016 and offered it for probate as . a .muniment of title one month later.
Linda also filed a cross-motioii for summary judgment, arguing that tHis evidence conclusively proved she met her burden to admit Patricia’s will to probate. In response, appellees argued that because Linda appeared in her capacity, as the representative of Norman’s estate, the default inquiry should focus on. Norman rather than Linda, and there was no evidence showing Norman did not default in probating Patricia’s will.
The probate court granted appellees’hy-brid no-evidence and. traditional summary judgment motion and dismissed the application for probate of the will. Linda appealed.
Analysis
Linda’s appeal presents two issues. First, Linda argues the probate court erred in granting appellees’ no-evidence and traditional motion for summary judgment. Second, Linda argues the probate court erred in denying her cross-motion for summary judgment.
I. Standard of review and applicable law
We review a trial court’s grant of summary judgment de novo. Lyda Swinerton Builders, Inc. v. Cathay Bank,
In a no-evidence motion for summary judgment, the movant asserts that there is no evidence of one or more essential elements of the claims the non-movant has the burden of proving. See Tex. R. Civ. P. 166a(i). To defeat the motion, the non-movant has the burden to respond with more than a scintilla of evidence raising a genuine issue of material fact as to the challenged elements. Grant v. Joe Myers Toyota, Inc.,
A party filing a traditional motion for summary judgment has the initial burden of showing that there is no genuine issue of material fact and it is entitled to judgment as a matter of law. Tex. R. Civ. P. 166a(c); Mann Frankfort Stein & Lipp Advisors, Inc. v. Fielding,
The various motions for summary judgment focus on section 256.003 of the Texas Estates Code, which provides:
... a will may not be admitted to probate after the fourth anniversary of the testator’s death unless it is shown by proof that the applicant for the probate of the will was not in default in failing to present the will for probate on or before the fourth anniversary of the testator’s death.
Tex. Est. Code Ann. § 256.003(a) (West Supp. 2016).
“Default” under section 256.003 means a failure to probate a will due to the absence of reasonable diligence of the party offering the will. See Schindler v. Schindler,
II. The trial court properly granted ap-pellees’ no-evidence motion for summary judgment.
A. Norman’s conduct is relevant in determining whether the applicant was in default in failing to probate the will.
It is undisputed that Patricia’s will was offered for probate more than four years after her death. Therefore, Linda must show the applicant was not in default in failing to probate the will within the four-year period. We begin our analysis of the summary judgments by determining whose conduct is relevant in the default analysis. Linda argues she was not in default because she probated the will about one month after she found it. Appellees argue that the default inquiry should include Norman’s conduct because Linda appeared in her capacity as executrix of Norman’s estate. Linda responds that the capacity in which she appears is not relevant and that she, as the applicant, must be judged by her own conduct.
We conclude that the default inquiry must include Norman’s conduct for two reasons. First, Linda applied to probate the will in her capacity as executrix of Norman’s estate. Second, even if Linda had applied in her individual capacity, we would still consider Norman’s conduct because Linda can claim no greater interest in Patricia’s will than Norman had when he died.
1. As executrix, Linda stands in the shoes of Norman’s estate.
A personal representative of an estate has the capacity to act on behalf of the estate to recover personal property, debts, damages, or title to or possession of land. See Tex. Est. Code § 351.054(a) (West 2014); Austin Nursing Ctr., Inc. v. Lovato,
In her capacity as executrix of Norman’s estate, Linda applied to probate Patricia’s will as a muniment 'of title. As executrix, Linda is acting on behalf of the estate to perfect title in property that Patricia’s will left to Norman. See Lovato,
Linda argues that section 256.003(a) is not conditioned on the capacity in which the applicant comes before the court, but merely requires that the applicant is not in default. We disagree. The term “applicant” in the statute refers to someone who is eligible to probate the will. See Tex. Est. Code Ann. §§ 256.003(a), 256.051. Linda chose to apply to probate the will as an eligible “applicant” in her capacity as the executrix of Norman’s estate. See id. § 256.051. Because Linda’s status as the “applicant” depends oil her capacity as the executrix of Norman’s estate, our inquiry includes whether Norman was in default.
2. Even as an individual devisee under Norman’s will, Linda can claim no interest greater than Norman had.
Although Linda did not apply in her individual capacity to probate Patricia’s will, Linda is a devisee under Norman’s will and Norman is a devisee under Patricia’s will. Linda is therefore a devisee of a devisee of Patricia’s will, and Linda could qualify to probate Patricia’s will as an - interested person on that basis. Dickson v. Dickson,
There is - a split among the courts of appeals regarding whether any default by a devisee under a will is attributed to that devisee’s own heirs or devisees. Compare Campbell,
In Campbell,- James Campbell died in 2002 and left all his property to his wife, Freda, in his will. Freda did not probate his will before she died in 2008. Freda’s son from a previous marriage, Danny Ray Rumsey, found James’s will in Freda’s lock box and sought to probate it in 2009. James’s daughter from a previous marriage, Eva Brown, challenged the application to probate the will. The trial court admitted James’s will to probate, finding that Rumsey was not aware of James’s will until he found it and concluding Rumsey was not in default for failing to probate the will within four years of Campbell’s death. The Amarillo Court of Appeals affirmed, holding that the default of a devisée under a will does not preclude that devisee’s devisee from probating the will if admitting the will to probate would not work an injustice or frustrate the testator’s intent. Campbell,
Although Campbell and Schindler are not binding precedent, we are required to follow Faris v. Faris,
On appeal, the Dallas Court of Appeals rejected Ellsworth’s argument that he was not personally in default and therefore the will should be probated." Id. The court of appeals agreed with the trial court in.concluding that because Sophia had abandoned her rights under George’s will, she had no interest in his estate to devise in her own will except what she had inherited through intestate succession. Id. Therefore, Ellsworth could claim no greater interest in George’s will than Sophia. Id. The court affirmed the denial of probate for George’s will. Id.
It is unclear whether the proponents of the wills in Faris, Schindler, and Campbell attempted to probate those wills individually or in their capacity as executors of a devisee’s estate. But even if Linda had sought to probate Patricia’s will individually, Faris would be precedent we must follow. Like Sophia in Faris, Norman did not probate Patricia’s will and therefore had no interest in Patricia’s estate other than what passed to him by intestate succession. See Faris,
Linda also argues that other courts have interpreted section 256.003(a) to mean that .the default of another does not preclude a non-defaulting applicant from' offering a will to probate as a muniment of title. See, e.g., In re Estate of Williams,
Masterson is also inapposite because, as Faris explains, the proponents of the will in Masterson were purchasers from a devi-see. Compare Masterson,
B. Linda failed to raise a genuine issue of material fact that Norman was not in default for failing to probate Patricia’s will.
Texas courts are quite willing to admit a will to probate as a muniment of title after the four-year statute of limitations has expired if the applicant shows an excuse. E.g., Poppe v. Poppe, No. 01-08-00021-CV,
. In the trial court, Linda failed to present any summary judgment evidence raising a genuine issue of material fact that Norman was not in default in failing to probate Patricia’s will within the four-year -limitations period. Linda showed only that she found Patricia’s will when she was reviewing documents in Norman’s home, and that she offered the will for probate as a muniment of title about one month later. Linda did not address why Norman failed to probate Patricia’s will during the eight years that elapsed between her death and his. Therefore, we overrule Linda’s first issue and affirm the trial court’s order
Conclusion
Having overruled Linda’s issues on appeal, we'affirm the trial court’s judgment.
(Christopher, J., concurring)
Notes
. Although the probate court did not specifically rule on Linda's cross-motion for summary judgment, the cross-motions were mutually exclusive, and the order granting appellees’ motion implicitly denied Linda’s motion. See Gen. Agents Ins. Co. of Am., Inc. v. El Naggar,
. The Legislature repealed the Probate Code and re-codified its provisions in the Estates Code, effective January 1, 2014, without making substantive changes to section 256.003. See In re Estate of Hammack, No. 12-15-00246-CV,
. We note that Linda applied to probate Patricia’s will as a muniment of title under section 257.054 of the Estates Code. Unlike section 256.003, which contains an express exception to the four-year deadline if the applicant can show no default, section 257.054 contains no exceptions of any kind. Compare Tex. Est. Code Ann. § 256.003(a), with Tex. Est. Code Ann. § 257.054(2) (West 2014) (requiring that applicant to probate will as muniment of title prove "four years have not elapsed since the date of the testator’s death and before the application”). We need not decide whether the section 256.003 exception is available when applying to probate a will as a muniment of title under section 257.054 because even if it were available, we hold below that Linda does not qualify for the exception.
, Linda and the court in Campbell attempt to distinguish Faris by pointing out that the trial court found Ellsworth knew of George's will before George died. See Campbell,
. We note that Masterson s precedential value is not equal to that of Faris, even though the supreme court refused the writ in both cases. Before 1927, refusing a writ signaled that the result reached was correct but did not necessarily indicate approval of the court of appeals’ opinion or reasoning. See Tex. St. Bd. of Med. Examiners v. Koepsel,
Concurrence Opinion
concurring.
I join the majority opinion with a complementary observation. Our holding today, in addition to being compelled by
Concurrence Opinion
concurring.
I join the majority opinion, but I write separately to urge the Texas Supreme Court to take this case so that it may resolve a split among the courts of appeals and consider whether this opinion, in effect, abrogates section 256.003 of the Estates Code. I also disagree with Justice Jewell’s concurring opinion.
I agree with Justice Busby that there is a split among the courts of appeals. Compare In re Estate of Campbell,
I also agree that we are bound to follow Faris v. Faris,
But by requiring Linda to show that Norman was not in default, rather than to limit it to her own default, we effectively preclude the application of the statute to Linda. I cannot imagine any factual scenario that would allow admissible'testimony to prove that Norman was not in default. Nor can the appellees. When asked at oral argument how Linda could ever prove that Norman was not in default, they had no answer. As a result, Linda cannot take advantage of the statute that allows for late filing of a will to probate.
While Justice Jewell is correct that a statute of limitations is intended to timely resolve estates, not allowing Patricia’s will to be probated does not timely resolve her estate. In fact, it only complicates matters because now her estate will be governed by the laws of intestacy. One of the main assets of Norman’s estate was apparently the home that he lived in with Patricia. (The record dobs not contain the title information for the property.) Instead of title resting solely in Norman, the title issue may be complicated by separate'versus community property issues. Norman’s estate may be entitled to compensation for the years he paid taxes on the property or for other improvements. The status of the real property will be in legal limbo while these issues are litigated. Attorney’s fees will be much higher.
Patricia left her estate to Norman—not to the appellees. By sitting quietly all these years, the appellees gain a windfall. Patricia’s intent will not be honored. Applying the statute of limitations to Linda’s application does not result in justice, nor does it further a legislative goal of timely resolving estates.
(Jewell, J., concurring).
