Index of Case Summaries by Topic

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[2005 Texas Cases]  [2006 Texas Cases]  [2007 Texas Cases]  [2008 Texas Cases]

  

This index is for reported cases from 2000 to the present.

 

[A] [B] [C] [D] [E] [F] [G] [H] [I] [J] [K] [L] [M] [N] [O] [P] [Q] [R] [S] [T] [U] [V] [W] [X] [Y] [Z]

 

-A-

Accountings (Estate):  Roach

Accountings (Trust):  Dillard, Faulkner

Ademption:  Filipp; Harris; Mattlage; San Antonio Area Foundation

Adoption:  Armstrong; Parker

Ad Valorem Taxes:  Andrews

Allocation Between Principal and Income:  Clifton

Ambiguity:  Bean 2; Eckels; Harris; Rogers; San Antonio Area Foundation; Steger

Anatomical Gifts:  Lions

Appeals:  Arrendell; Ayala; Bendtsen; Bozeman; Casillas; Churchill; Davidson; Garner; Gomez; Hersey; In re Estate of Figueroa-Gomez; Loveless, Navar; Padilla; Roach; Robinson 2; Shore; State; Velasco; Villarreal; Willett; Young

Appertaining to Estate:  Swepi

Appointment of Independent Executor:  Boone

Apportionment:  Patrick; Rosen

Appraisers:  Nadolney

Arbitration:  Weekley

Assignment:  Filipp; Krishnan

Assisted Reproduction:  Roman

Attestation:  Brown; Browne, Iversen; Pruitt

Attorney ad Litem:  Ajudani; Stanton

Attorney-Client Privilege:  Texas A&M

Attorney's Fees:  Arndt; Brown; Colonial; Combs; Conte; Garton; Hachar; Hartmann; Hawkins; Hope; Huff; Kanz; Longron; Paul; Ray; Stanton; Wilcox, Zapalac

[A] [B] [C] [D] [E] [F] [G] [H] [I] [J] [K] [L] [M] [N] [O] [P] [Q] [R] [S] [T] [U] [V] [W] [X] [Y] [Z]  Back to top

-B-

Bankruptcy:  Jarboe

Beneficiary, Binding:  Weekley

Beneficiary Designation:  Anton; Egelhoff; Heggy; Hubbard; Keen; Weaver

Beneficiary's Creditors:  Gorham

Benefits Rule:  Lee

Bill of Review:  Davidson; Kenedy; Nadolney; State

Boat (as homestead):  Norris

Bond:  Ayala; Colonial; Old Republic; Shore; Stanton

[A] [B] [C] [D] [E] [F] [G] [H] [I] [J] [K] [L] [M] [N] [O] [P] [Q] [R] [S] [T] [U] [V] [W] [X] [Y] [Z]  Back to top

-C-

Capacity (inter vivos gift):  Decker

Capacity (survival action):  Austin; Covington; Lorentz

Capacity (testamentary):   Blakes; Bracewell; Browne; Cornes; Dubree; Graham; Grimm; Long; Neville; Robinson 1; Trawick

Capacity (trust, to be sued):  Malooly

Certificate of Deposit:  Case

Chapter 142 Trusts:  Texas Commerce Bank

Charitable Trust:  Marsh

Choice of Law:  Garcia-Chapa

Class Certification:  Shell

Class Gift:  Armstrong; Martino

Claims of Estate:  Oakley

Classification of Claims:  Hope

Closing Independent Administration:  Texas Commerce

Closing Report:  Texas Commerce

Collateral Estoppel:  Dolenz (2006)

Collateral Source Rule:  Lee

Co-executors:   Lesikar

Common Law Marriage:  Armstrong; J.C. Penney; Wilson

Community Administration:  Coleman

Community Property:  Roman

Community Property Survivorship Agreements:  Beatty; Holmes

Compensation of Personal Representative:  In re Estate of Figueroa-Gomez Lee

Conditional Gifts:  Mangrum; Marion; Martino

Conditional Wills:  Perez

Construction (adopted individuals):  Parker

Construction (apportionment):  Patrick

Construction ("cash"):  Dillard

Construction ("beneficiary"):  Eisen

Construction (class gift):  Martino

Construction (conditional gift):  Martino

Construction ("continue formal education"):  Hurley

Construction ("corporate stocks and bonds"):  Longaker

Construction (defeasible fee subject to executory limitation):  Gutierrez

Construction ("descendants"):  Armstrong

Construction (determinable fee simple):  Cooley

Construction (devise):  Bean 2

Construction ("direct"):  Vinson

Construction (independent administration):  Bean; Bean 2

Construction (life estate or trust):  Rogers

Construction (life tenant's rights):  Singleton; Steger

Construction ("money in any financial institution"):  Dillard

Construction ("other financial resources"):  Keisling

Construction ("real property"):  San Antonio Area Foundation

Construction (res judicata):  Lorenz

Construction (restraint on alienation):  Williams

Construction (tax apportionment):  Patrick

Constructive Trust:  Baker Botts (Cailloux); Medford; Stark

Contracts (trustee):  Weekley

Contract to Convey:  Green

Contractual Wills (breach):  Meyer; Osborne; Pickett

Contractual Wills (declaratory judgment):  Friesenhahn, Hearn, Meyer

Contractual Wills (formalities):  Friesenhahn; Lorenz; McFatter; Olson

"Corporate Bonds" Defined:  Longaker

"Corporate Stock" Defined:  Longaker

Corruption of the Blood:  Medford

Costs:  Collins; Lee

Court/Judge Assignment:  Denison

Creditors:  Andrews; Ayala; Bayne; Clark; Fairfield; FCLT; Gorham; Herring; Hope

Cy Pres:  Marsh

[A] [B] [C] [D] [E] [F] [G] [H] [I] [J] [K] [L] [M] [N] [O] [P] [Q] [R] [S] [T] [U] [V] [W] [X] [Y] [Z]  Back to top

-D-

Declaratory Judgment:  Di Portanova; Meyer

Deed (ambiguity):  Panhandle

Deed (capacity):  Dubree

Deed (delivery):  Rothrock

Deed (fraud in procurement):  Collins

Deed (letter as deed):  Green

Deed (standing to contest):  Jansen

Default (late probate):  Cornes; Schlindler; Williams

Defeasible Fee Subject to Executory Limitation:  Gutierrez

Defending Will (costs):  Collins

Delivery of Deed:  Rothrock

Determinable Fee Simple:  Cooley

Determination of Heirship:  Jeter; Loveless; Parrish; Stanton

Deviation:  White

Disclaimer:  Badouh; Filipp; Krishnan; Phillips

Discovery:  Texas A&M

Discretion:  Dillard

Disqualification of Executor:  Robinson 2

Disqualification of Judge:  Orsagh

Distribution of Estate:  Kanz

Divorce:  Egelhoff; Heggy; Keen; Nash (appellate court); Nash (Texas Supreme Court); Weaver

Donative Intent:  Hayes

Drafting Attorney as Will Beneficiary:  Olson; Shields

Durable Power of Attorney:  Filipp; Hailey; Hardy; Musquiz; Plummer; Vogt

[A] [B] [C] [D] [E] [F] [G] [H] [I] [J] [K] [L] [M] [N] [O] [P] [Q] [R] [S] [T] [U] [V] [W] [X] [Y] [Z]  Back to top

-E-

Election Will:  Garner; McFatter

Embryos:  Roman

Equitable Conversion:  Mattlage

Equitable Trust:  Baker Botts (Cailloux)

ERISA:  Egelhoff; Heggy; Keen; Weaver

Error in Probate Judgment:  Garza

Estate as Party to Lawsuit:  Fairfield; Miller

Evidence:  Flores

Exculpatory Clause:  Clifton; Grizzle; Texas Commerce Bank

Executor, Disqualification:  Robinson 2

Executor, Removal:  Kappus; Miller

Executor's Duties:  Lee; Miller

Executor's Fees:  In re Estate of Figueroa-Gomez; Lee; Miller

Executor's Powers:  Vinson

Economic Contribution:  Rogers

Expenses:  In re Estate of Figueroa-Gomez

[A] [B] [C] [D] [E] [F] [G] [H] [I] [J] [K] [L] [M] [N] [O] [P] [Q] [R] [S] [T] [U] [V] [W] [X] [Y] [Z]  Back to top

-F-

Family Allowance:  Herring

Family Settlement Agreements:  Cooper; Halbert; Natural Gas

Federal Probate Exception:  Marshall

Fees (excessive executor):  Lee; Miller

Fiduciary Duty:  American Finance; Avary; Baker Botts (Cailloux); Collins; Combs; FCLT; Kuykendall; Lee; Lesikar; Longaker; Musquiz; Sierad; Sterling; Vogt

Filing Fee:  Lewis

Final Judgment:  See Appeals.

Final Order:  Navar; Villarreal

Foreclosure:  Texas Commerce

Foreign Will:  Ayala

Forgery:  Swanson

Forfeiture:  Marion; Medford

Formalities (will):  Ajudani; Browne; Capps; Cornes; Graham; Iversen; Luker; Pruitt; Schiwetz; Steed; Teal

Fraud (deed procurement):  Collins

Fraudulent Transfer:  FCLT

Frozen Embryos:  Roman

Funding of Trust:  FCLT; Kappus

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-G-

Gifts:  Case; Decker; Edwards; Green; Hayes; LaValle; Panhandle; Texas A&M; Vogt

Guardian-Executor Interface:  Bayne

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-H-

Heir Representing Estate:  Casillas; Kenseth

Heirship Determination:  Loveless

Holographic Wills:  Ajudani; Capps; Cornes

Homestead:  Casida; Churchill; Garner; Norris

[A] [B] [C] [D] [E] [F] [G] [H] [I] [J] [K] [L] [M] [N] [O] [P] [Q] [R] [S] [T] [U] [V] [W] [X] [Y] [Z]  Back to top

-I-

Incident to Estate:  Columbia; Lee; Schuld; Swepi

Inconsistency, Revocation by:  Cason

Incorporation by Reference:  Pickelner

Independent Administration (closing):  Texas Commerce

Independent Administration (construction):  Bean; Bean 2

Independent Administration (court involvement):  Kanz; Trevino

Independent Administration (distribution of estate):  Kanz

Independent Administration (partition and distribution):  Bean

Independent Administration (probate court authority):  Bayne

Independent Executor (appointment):  Boone

Independent Executor (attorney's fees):  Kanz

Independent Executor (fiduciary duty):  Avary

Independent Executor (removal):  Casida; Lee; Roy

Independent Executor (self-dealing):  American Finance

Individual Retirement Account:  Jarboe

Injunction:  Goldthorn; Wilson

In Limine Motion:  Boone; Jansen

Insurable Interest: Lloyd's

Insurance (Life):  Egelhoff; Heggy; J.C. Penney; Lloyd's

Intent, Donative:  Hayes

Intent, Testamentary:  Cason; Collins; Graham; Schiwetz; Steed

Intent, Trust:  Chapman; Hubbard; Jones; Filipp

In Terrorem Provision:  Badouh; Cason; ConteDi Portanova; Ferguson; Schiwetz

"Interested Person":  Bendtsen

Interested Witness:  Brown

Inter Vivos Deeds & Gifts, Contesting:  Jansen; Panhandle; Texas A&M

"Instituting Suit" Defined:  Ayala

Interlocutory Order:  Navar; State; Villarreal

Interpretation:  See Construction

Intestate Succession:  Coleman; Jeter; Loveless; Malone; Rogers; Wilson

Inventory:  Garner; Lee; Wilson

Investment Account:  Holley

IRA:  Anton

[A] [B] [C] [D] [E] [F] [G] [H] [I] [J] [K] [L] [M] [N] [O] [P] [Q] [R] [S] [T] [U] [V] [W] [X] [Y] [Z]  Back to top

-J-

Joinder of Beneficiaries to Will Contest: Wojcik

Joint Account:  Armstrong; A.G. Edwards (Tex. Sup. Ct.); A.G. Edwards (8th Dist); Beatty; Case; Dellinger; Dillard; Dubree; Edwards; Holmes; Plummer; Wilson

Joint Will:  Capps

Judge Disqualification:  Orsagh

Judicial Admission:  Lee

Judicial Immunity:  Alpert

Judgment Notwithstanding the Verdict:  Longron

Jurisdiction:  Alexander; Ayala; Columbia; Dallas; Davidson; Davis; Dillard; Dolenz (2004); Dolenz (2006); Garza; Garza; Gomez; Hailey; Herring; Jansen; Jeter; Krumnow; Kurtz; Lee; Mobil; Robinson 2; Sabine Gas; Saenz, Schuchmann; Schuele; Schuld; Shell; Stark; Supak; Texas Commerce; Tovias; Trevino; Walker; Waste

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-K-

[A] [B] [C] [D] [E] [F] [G] [H] [I] [J] [K] [L] [M] [N] [O] [P] [Q] [R] [S] [T] [U] [V] [W] [X] [Y] [Z]  Back to top

-L-

Latent Ambiguity:  Eckels

Late Probate:  Cornes; Schlindler; Williams

Legal Secretary:  Moser

Letters Testamentary:  Moore

Life Estate:  Singleton; Steger

Life Insurance:  Egelhoff; Heggy; Hubbard; J.C. Penney; Lloyd's; Stafford; Torrez

Limitations (will contest):  Stovall

Lost Trust Instruments: Berger

Lost Wills:  Berger; Brown; Capps; Cason; Garton; Jones; Steed

[A] [B] [C] [D] [E] [F] [G] [H] [I] [J] [K] [L] [M] [N] [O] [P] [Q] [R] [S] [T] [U] [V] [W] [X] [Y] [Z]  Back to top

-M-

Malpractice:  Belt; Combs; Moser; O'Donnell; O'Donnell (remand)

Marriage-Like Relationship Doctrine:  Ross

Mediated Settlement Agreement:  Spiegel

Mineral Lease:  Natural Gas

Mistake:  Graham

Mother Hubbard Clause:  Villarreal

Multiple-Party Account:  Armstrong; Case; Dillard; Holmes; Lee; Parker; Stogner; Wilson

"Municipal Bond Fund" Defined:  Longaker

Muniment of Title:  Kurtz; Kuykendall

Murder:  Medford; Stafford

"Mutual Fund" Defined:  Longaker

[A] [B] [C] [D] [E] [F] [G] [H] [I] [J] [K] [L] [M] [N] [O] [P] [Q] [R] [S] [T] [U] [V] [W] [X] [Y] [Z]  Back to top

-N-

No Contest Clause:  Badouh; Cason; Conte; Di Portanova; Ferguson; Schiwetz

Non-Marital Child:  Jeter; Malone; Villery; Wilson

Non-Resident Personal Representative:  Davis

Non-Testamentary Transfer:  Holley

Notice to Beneficiaries of Will Contest:  Wojcik

[A] [B] [C] [D] [E] [F] [G] [H] [I] [J] [K] [L] [M] [N] [O] [P] [Q] [R] [S] [T] [U] [V] [W] [X] [Y] [Z]  Back to top

-O-

[A] [B] [C] [D] [E] [F] [G] [H] [I] [J] [K] [L] [M] [N] [O] [P] [Q] [R] [S] [T] [U] [V] [W] [X] [Y] [Z]  Back to top

Oral Trusts:  Ayers; Hardy

Out-of-State Personal Representative:  Davis

-P-

Paralegal:  Moser

Partial Summary Judgment (appeal):  Willett

Partition & Distribution (independent administration):  Bean

Patent Ambiguity:  Harris

Paternity:  Malone; Villery

Pension Plan:  Egelhoff; Heggy; Keen; Weaver

Perpetuities, Rule Against:  Marsh

P.O.D. Account:  Armstrong; Parker; Punts

Power of Attorney:  Armstrong; Filipp; Hailey; Hardy; Musquiz; Plummer; Vogt

Preferred Debt and Lien:  Herring

Pretermitted Child:  Ozuna

Privilege, Attorney-Client:  Texas A&M

Probate Exception:  Marshall

Probate, Late:  Cornes; Williams

Professional Responsibility:  Olson; Shields; Taylor

Property Taxes:  Andrews

Pro Se:  Steele

Publication:  Brown

Purchase-Money Resulting Trust:  LaValle

[A] [B] [C] [D] [E] [F] [G] [H] [I] [J] [K] [L] [M] [N] [O] [P] [Q] [R] [S] [T] [U] [V] [W] [X] [Y] [Z]  Back to top

-Q-

[A] [B] [C] [D] [E] [F] [G] [H] [I] [J] [K] [L] [M] [N] [O] [P] [Q] [R] [S] [T] [U] [V] [W] [X] [Y] [Z]  Back to top

-R-

"Real Property" Defined:  San Antonio Area Foundation

Receiver:  Alpert; Krumnow; Trevino

Record, Appellate:  Arrendell

Reformation (trust):  Hearn

Reimbursement:  Clark

Removal of Personal Representative:  Ayala; Ayala; Casida; Clark; Kappus; Lee; Miller; Roy

Res Judicata:  Dolenz (2006); Lorenz

Restraint on Alienation:  Williams

Resulting Trust:  LaValle; Pickelner

Revocation -- By Inconsistency:  Cason

Revocation -- Trusts:  McClure; Moon

Rule Against Perpetuities:  Marsh

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-S-

Sale of Estate Property:  Hernandez; Mitchell; Walker

Same-Sex Couples:  Ross

Secretary:  Moser

Section 142 Trusts:  Amaro (lower court) (Texas Supreme Court)

Section 867 Trusts:  Bank of Texas

Self-Dealing:  American Finance; Hernandez

Self-Proving Affidavit:  Bracewell; Graham

Semi-Secret Trust:  Pickelner

Settled Legal Meaning:  San Antonio Area Foundation

Settlement Agreements:  Ferguson; Natural Gas; Pickelner; Spiegel

Settlements:  Hill

Signature:  Ajudani; Luker; Schiwetz

Spendthrift Provision:  FCLT; Faulkner

Spousal Determination:  Loveless; Wilson

Spousal Representation:  Taylor

Standing (appeal):  Velasco

Standing (contest accounting):  Roach

Standing (contest will):  Schlindler

Standing (contingent beneficiary of revocable trust):  Moon

Standing (intervene):  Armstrong

Standing (probate):  Boone

Standing (survival action):  Austin; Covington; Ferrer, Lorentz; Mayhew; Moore; Pratho

Standing (trust accounting): Faulkner

Statute of Limitations:  Blevins; Jeter; Robinson 1; Stovall

Substantial Right:  Navar

Substitute Fiduciary Act:  Wood

Successor Personal Representative:  Ayala

Suggestion of Death:  Moore

Suit Against Estate:  Fairfield; Waste

Supersedeas Bond:  Shore

Support Trust:  Dillard

Surety:  Old Republic; Sierad

Survival Actions:  Armes; Austin; Cooper; Covington; Dallas; Ferrer, Hill; Lorentz; Mayhew; Oakley; Pratho

Survivorship Rights:  A.G. Edwards; Beatty; Dillard; Holmes

[A] [B] [C] [D] [E] [F] [G] [H] [I] [J] [K] [L] [M] [N] [O] [P] [Q] [R] [S] [T] [U] [V] [W] [X] [Y] [Z]  Back to top

-T-

Tax Apportionment:  Patrick; Rosen

Temporary Administration:  Hill

Temporary Injunction:  Wilson

Testamentary Capacity:  Blakes; Bracewell; Browne; Cornes; Graham; Grimm; Long; Neville; Robinson 1; Schiwetz; Trawick

Testamentary Intent:  Cason; Collins; Graham; Steed

Tortious Interference With Inheritance Rights:  Kuykendall

Transfer:  Alexander; Azle; Gonzalez; Kenedy; Krumnow; Lewis; Ramsey; Reliant; Swepi; Terex

Trust Account:  Bank of America; Lee; Stogner

Trust Accountings:  Dillard

Trust Capacity:  Malooly

Trust Construction:  Eisen; Hurley; Keisling

Trust Creation:  Ayers; Barrientos; Filipp; Hardy; Kappus; McAnally; Rogers

Trust Intent:  Chapman; Hubbard; Jones

Trust Jurisdiction:  Dillard; Dolenz; Mobil; Schuchmann; Shell

Trust Reformation:  Hearn; Marsh

Trust Revocation:  McClure

Trust Termination:  Bank of Texas; White

Trustee (acceptance):  Kappus

Trustee (discretion):  Dillard

Trustee (duties):  FCLT; Sterling

Trustee (powers):  Casillas

Trustee (removal):  Barrientos; Eisen; Lee

Trustee (successor):  Barrientos; Wood

Trusts (attorney's fees):  Hachar

Trusts (charitable):  Marsh

Trusts (damage awards):  Lee

Trusts (exculpatory clause):  Grizzle

Trusts (lost instrument):  Berger

Trusts (oral):  Ayers; Hardy

Trusts (receiver): Krumnow

Trusts (section 142):  Amaro (lower court) (Texas Supreme Court)

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-U-

Undue Influence (inter vivos gift):  Decker

Undue Influence (will):  Butts; Cotten; Dubree; Graham; Grimm; Long; Longaker; Steed

Unqualified Community Administration:  Coleman

Unsuitability of Personal Representative:  Ayala; Robinson 2; Stanton

[A] [B] [C] [D] [E] [F] [G] [H] [I] [J] [K] [L] [M] [N] [O] [P] [Q] [R] [S] [T] [U] [V] [W] [X] [Y] [Z]  Back to top

-V-

Venue:  Gonzalez; Reliant; Steed; Terex

Void Gifts:  Jones; Olson; Shields

[A] [B] [C] [D] [E] [F] [G] [H] [I] [J] [K] [L] [M] [N] [O] [P] [Q] [R] [S] [T] [U] [V] [W] [X] [Y] [Z]  Back to top

-W-

Waiver:  Steed

Will, Capacity to Make:  Bracewell

Will, Conditional:  Perez

Will Construction:  Cooley; Dillard; Gutierrez; Longaker; San Antonio Area Foundation

Will Contests:  see specific ground

Will Contests -- Attorney's Fees:  Ray

Will Contests -- Briefing:  Proctor

Will Contests -- Evidence:  Flores

Will Contests -- Joinder of Beneficiaries:  Wojcik

Will Contests -- Limitations:  Stovall

Will Contests -- No-evidence Motion: Swanson

Will Contests -- Notice to Beneficiaries:  Wojcik

Will Contests -- Standing:  Schlindler

Will Contests -- Statute of Limitations:  Blevins; Robinson 1

Will Formalities:  Bracewell; Capps; Luker; Pruitt; Steed; Teal

Will, Lost:  Berger; Capps; Cason; Steed

Witnesses:  Brown; Browne; Iversen; Teal

Wrongful Death:  Hill

Wrongful Imprisonment:  Oakley

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-X-

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-Y-

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-Z-

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