# Jerry Valdez v. Bruce Robertson, Jr. > Texas Court of Appeals, 1st District (Houston) · March 20, 2015 URL: https://www.frixlaw.com/law-library/cases/4053581 ## Case - **Court:** Texas Court of Appeals, 1st District (Houston) - **Decided:** March 20, 2015 - **Precedential status:** Published - **Opinion:** Opinion - **Cited by:** 0 later opinions in the Frix Law Library ## Citator (automated) - No negative treatment found by the automated citator. That is not the same as a confirmation that the case is good law; read the citing cases. - Full citator and citing cases: https://www.frixlaw.com/law-library/cases/4053581 ## Opinion text 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 FILED IN HOUSTON, TEXAS 1st COURT OF APPEALS HOUSTON, TEXAS 3/20/2015 5:07:56 PM CHRISTOPHER A. PRINE Clerk 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 BRUCE ROBERTSON, JR. Attorney Pro Se 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 rd 135 S.W. 3 356,362 (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. 3rd 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 [14th 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. 3rd 174 (Tex. App. - San Antonio 2008, pet. denied) Paradigm Oil, Inc. v. Retamco Operators, Inc., ............................. 8 372 S.W. 3rd 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. 3rd 169 (Tex. 2004) Triestman v. Kilgore, ............................................................ 15 838 S.W. 2d 547 (Tex. 1992) In re Estate of Wilson, .......................................................... 6 252 S.W. 3rd 708, 712 (Tex. App. - Texarkana 2008, no pet.) Wojcik v. Wesolick, 97 S.W. 3rd 335 (Tex. App. - Houston [l4th 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. 3rd 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. 3rd 708, 712 (Tex. App. - Texarkana 2008, no pet.); Bank of Tex. v. Mexia, 135 S.W. 3rd 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 rd Wojcik v. Wesolick, 97 S.W. 3 335 (Tex. App. - Houston [14th 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. 3rd 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. 3rd 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. 3rd 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~ . ._- ~~! ;-- 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 VALDEZ. 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- 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 NO. 2008-PC-3026 l~~ HATin~S ~R8~AJE IN THE ESTATE OF INTHElRb~~Cb~f4 ~kRARD RICKHOff MARTHA JANE VALDEZ, ~Gl.£Rii.PR08ArE COURTS NUMBE ~ COUNTY. TEXAS DECEASED BEXAR ~l>-iOOrf--::- · ==r-:'::Il'IDXAS=--~- . 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 ofMartha 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. 6. The purported will was not executed by the Decedent with the present intent to create 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. 11. Jerry Valdez is barred from prosecuting his application by res judicata and collateral 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 17138509830 ;2102242417 # 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 9fltnA Y OF1- 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 VALDEZ 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. 3rd 378, 379 (Tex. App. - El Paso 2000, no pet.). See also Adjudru1i v. Walker, 232 S.W. 3rd 219, 223 (Tex. App. - Houston [1 st Dist.] 2007, no pet.); In re Estate of Washington, 289 S.W. 3rd 362, 365 (Tex. App. - Texru"kana 2009, pet. denied); In re Estate of Boren, 268 S.W. 3rd 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 VAtDU, DICBAUJ) BEXAR COUNTY. TEXAS ~t..Pl"",-e~ S'~J\~.J... a.~~+ ~'4-k.~Cn Oentatil'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. \\nere 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 bl' 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 Are Insufficient or Inadequate. In all :;ituations in or nttachE'd to same: it shall sho\\' the time and place of ' \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 mdhnd of serl'ict' illid return flf sucl1 ritatif)n or notice bl' the la\l's of this State to take affidm'its, under the ! 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 itppt'Ctrs I\'it b rbpt'ct tl) any of such matters, r,r when the countHlerk who issued same, Ii in either case such ',' 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 ,; dance with tr,is CfJde Ctnd the TeXaS Rules rJf Cil'il citation or notice directed to the person or persons : 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. \\nen citation or notice is required to : in !,his COdE-, be posted, it shall be posted by the sheriff or CO!istable : (e) Ser.... ice of Citation or \otice epon Per- at the courthouse door of the count'.' in \\'hich the pro- :~ sonal RepresentatiYes . Ex ~,=,pt in instances in I\'hirh ceedings are pending, or at the pl~ce in or r.ear the '" this Code express!y p(lj\'ides a:lOther method of 3er\'ice, courthouse where public notices custoii;uily are ;, a!1Y notice or citction rEq:.J:red to be serl'ed lipon an:; posted, for not less than ten (l Q) days before the retu~~: per~,jna! !'epresentati':e iH recei\'tf .5haii be sen-ed by day thereof. exclusiye of the date of posting, The cler ,,; the c:erk iss:Jir.g ~:Jcn (';:a~jon IJr i1(,r!C/;, The clerk shall $hall de!in'r the original a:1d a copy of such cit,Jion o~:i'~ ~fr;:e the sarr:e by "e:;d:r,~ (rH: or:g:r,a! thereof by regis- notice to the sheri ff or a,,\, constable of the proper,, , p,' who shali POSt said copy 2. .., he rein prescribec ~"jLh ci:ari'iil el;' n,)ticc'. t,)~e[he:- wirh a certificate of co un - I -. h I I . . • . ,he per.;!):. s~l·:ir:; ~h" same .'~ljwjn!, th~ feet and time and return the origmal til t. e c err:. stating In ftwnrtr.·ict'. If no nf·w..;papt'r i. i If: ai::: vob;;t: i["iW.·!" ·.·:rl"!''' (i:;~ti'lii \':' fi,)tice is rl'· publisht'd. printe d. or of ge neral rirc li latirJn. in tht' q~ird [I D-' ~~r-.pd hy p'~.;'ii l~. rl:!( sl!I'h r:itation or nn· county whe re citation or notice i$ 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! '1 at'::. i~ L; ~.)}uerl. to be cired I)r notified. but if there is non · ;:,1' ,:tr:": J::. \t,.~ :::~.r::' b:, ~ 1.!~iir.f'Jil)::. tified. A CIJP:' tj( such r:ita~ion (Jr r.oL,~c. t'Jgetht"~!' ',1, !:.h ; ....., .. ::~. r:·i'.::~;-.; i..: '; ~.' ~"':::'-:" :'~~ : rr f: ;~,: b-:i·'..'ri:: U-.~ the certlfi"a:':: 0:' th .. cierk. or IJi th~ PffS , ii12,! ri:~:d":-.· -';'t~ ~-:- ;' P:-·)'-.:' l:·.':~:.:-r. :: c_·:--~ ~:. H ",~.-:!";(:f.:- .,:·..'--::;rab:::- ta~i·\·e. c.,; :h.:- CC)~ ~.:E.~ br:- . snl)',\ !!ig rn:: fa~~ u:v: '::.i-:: t.;~' .;~.\.,' r-~ ~:".:1.,jr? J:. ~~.= ::-._~.:"~ ': ~- ';-':-, :'>- . S(- ~. . . j!:c ~ajf? b~ 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 (B ) \\1:e~. an:. citari'1:1or no~it:' e i,: :: 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 order of thE: C·j:.!"t. shall sen'e the sa::;£: b:: r:!a 'l; ::f t:1~ -:-:,:·:···c:·:-.': i:- ~- c. Cl>P:, 'J :' ::::- pt;b;:~~t?: [·j~i('? 0:- eita- orig::-:a! tIl ;::r.;I)' tn b-: ci:ed or not:::ed. :\ C':'P:' "; ~: I :-: 1-. ::-.':' "C.,-'l r ~ :::::-.:-,.i.:-;.: j:. ~a:: p. . }( f 5h :'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;! .: \:,,;1fil,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-()OOS63r 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 READER OF THIS COMMUNICATION IS NOT TilE lNTRNDED RECIPIENT, YOU ARE HEREBY NOTIFIED TRA T ANY DISSEMlNAnON, DISTRiBUTION; OR COPYING OF THIS COMMUNICATION MAY BE STRICTLY PROHmITED. 1.1." YOU HAVE RECEIVED TIns COMMUNICATION IN ERROR. PLEASE NOTJF.Y THE SENDER IMMEDlATELY BY T.ELEPHONE CALL AND RETURN COMMUNICAnON TO THE ADDRESS A60VE VIA THE UNITED STATF.-S POSTAL SERVICE. 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 TRAVERSE 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.G MENT . 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 ",\ \,\ .h "' f, " , on the 17TH day of September, 2014. , ..-.. .J , ... A(" • ••• • ••• • " • ..... ~ #, .#.. • "" : t. ... C :- ~'\) .. ' ,f! "'.I..,. . . . ,. GERARD RICKHOFF ... ..~. . ~ ... :;- : .; : \. ',,- I _ / -: - . =. : ¥' ,,/' 'i"~ ~ ~: ~ -.. , . ,. . );: ._. \ 4 \, .... , " ( j. Appellate Court Cause No, 0l-14-000563-CV Filed in the Court of Appeals for the ~ District of Texas, at Houston, Texas this 17th 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 ···SlYLE"·· MARTHA JIIHE VALDEZ. DECEASED VS ACCESS: 0 STATUS. PENDING DATE OF DEATH : 09lS0/2. . 1 ·LJTIGA~ INFORMATION- 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.IO OF FACT AND CONCLUSIONS OF LAN 00071 01/27/2010 2OS4 9399 00.2 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 .0011 0211112010 2OS5 aD2' 0006 DESC: CHARGE OF COURT 0.017 .21111201. 2.:" ailS ODIe DESC : PROPONENT'S REQUESTED JURY OUESTIONS. I NSTRUCTI ONS AND DEFINITIONS 00086 02/111201 • 2'3' lUI 0106 DESC: MOTION FOR PROPONENT'S INSTRUCTED VEROICT OU82 02/22/211 0 20Sl 334. .0Ol DESC: MOTION TO ENTER JUDGHENT 00064 02124120 •• ZOS' 4470 ODO", DESC: MOTION TO TRANSFER CLAIM FOR ATTORNEY'S FEES AND EXPENSES FROM PRoeATE COURT NUHIIER TIfO TO PRoalHE COUR 1 NUMBER ONE 0I06S 03102/201 0 U3. 7210 0002 DESC: OeJECTlON PRO~NTS TO ENTRY OF JUDGHENT • 0066 .3102/201 • zos. 72Z1 000' DESC: SUPPLEMENTAL MOTION TO TRANSFER AND REQUEST FOR WRITTEN RULING .006' 05/.212010 2.U 8137 0003 DESC. AFFIDAVIT OF JERRY VALDEZ .3/31/201 • 2UlI 76Z5 .OZ, '"" DESC: MOTION FOR JUDGIIENT NON OISTANTE VEREDICTO O.Dtl OS/3112010 2OS8 7851 0012 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 00." 151071201 0 2041 .a2' ooos 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. DO.,7 05/2012011 2142 0101 lIESC : PfRSOWAL CITATION aRUCE ROIEI!TSON JR. SfRV'D 0511112010 000" 05/2/1/211D 2042 'U2 0002 IlESC : NOTICE OF APPEAL 01100 05/Z.,2011 2042 "2~ 0002 OESe: LETTER FROM ARHANDO TREVI NO TO KEITH E . HOTT LE olin 0'" 0/211 0 Don IIESC: HOllOW Til DISMISS ifill CDWTEST 00101 06/1 I 1201 0 2045 !tlD 0001 DESC : PRDOf' OF SERVICE CERTIFIED HAl 001 O! 0611112010 2D~3 1IO!1 0001 OESC : COURT COIlRESPONDENCE FROM FOURTH COURT OF APPEALS OOlH . . 111112010 2045 IOSI oon lIESC: "PPELLANT' S HOTI OW TO AlATE APPEAL 00105 06l24n010 2044 0551 OOD I IIESC : COURl COIlRESPONDENCE FRo.! THE COURT OF APPEALS 001 O' 06124/201 D 2044 D719 DOOI DESC : COURT COI!RESPONDENCE FROM COUR T OF "PEALS nl17 "/2S/21 1 0 2144 126S DDOI IlESC : COURT CORR.ESPONDENCE FROM FOURTH COURT OF APPEALS "Ioe .. , ,,nOl 0 204 • 4S96 0003 OESe : HOTIOW TO SEVER 011., / 20 10 2144 9411 0001 001 " IlESC: COURT OF APPEALS DtllI 01112 / 20 10 2D45 069S 0005 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 20'5 1446 0002 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 00116 07/301201 0 2U, 0764 0003 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 Dill. 0811212010 20" .7l' 0002 DESC: MANDATE lOll' 0910312011 204' 1521 0 . .5 DESC: MOTlDN FOR SUMMARY JUDGMENT OF DEFENDANT IIRUCE ROIIERTSON, JR. 00122 0911 01201 0 2". UOI 0020 DESC: ADVISORY TO TtE COURT 0015 00124 0911 0/201 0 DESC: MOTION FOR 2041 "" JERRV VALDEZ REOUESTING BRUCE ROIlERTSDN. JII. TO SHOW AUTHDRTTY TO ACT 00125 ot/lSl2olo OOQl DESC I NOTICE OF APPl PROSATE Will FIRST AlEI/DED OOlU a"l S/ZDlI 204. DESC: AlENDED APPlN FDR PROeATE WIll FIRST 00126 0911"2010 a530 0002 DESCt lETTER TO BEXAII COUNTY CLERk FOR TtE HONORABLE JOHN A. HUTCHISON, III 01127 &5S2 0002 OESC I MOTlDN TO WITHDRAW AS ATTORNEV (BRUCE R. ROBERTSON. JR.l nl21 0912012010 20" 0.,7 OOOS OESC: REQUEST FOR A tEARING ON PRE-TRIAL MOTIONS "/2012110 20" 0 •• 0 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 tol50 n/241201D 20" "I' 0001 DESC : NOTICE OF SUIIMISSION 10151 1010512010 2'" 92" 0002 DESC: HOllON TO REQUIRE COURT REPORTER TO RECORD ALL PROCEEDI NOS 00132 10105/2010 214' '2" 0004 DESC : HOTION FOR COURT TO TAKE J UDICIAL NOTICE OF MANDATE ISSUED IN ifill CONTEST . . 134 1010712010 2050 use 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 0013' 11101/2010 2051 3652 0003 DESC : HOTION TO SET A PROMPT HEARIIoIG ON APPLICATION TO PROBATE ifILL AND TO APPOINT AN I _PENDENT EXECUTOR DOUO 11101/2010 2051 0059 DESC : HOlIONFOII NEIf TRIAL 00141 11101/201. 2051 0002 DESC: LETTER TO HR. lEE FRDM ARMANDO TREVINO 00142 1111612010 2052 211a 0.02 DESC: PLAINTIFFtS FIRST SUPPLEMENT TO HIS HOllON FOIl NEW TRIAL DOlO 1111 "201 0 20sa 2120 0001 DESC : LEllERS FRDM ARMANDO TREVI NO 00144 11/1l/2010 2052 2121 un DESC : AMENDED APPlICAlION TO PRO.... TE 1,,7 WILL SECOND 00145 1111'/2010 2052 2130 IDOl 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 1111'12'10 2052 2131 0002 DESC : MOll ON TO ENTER ORDER DENVIIIO MOll ON FOR COWT I NUANCE 0.147 11/1"201 0 2052 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 00151 12/10/2UO 205S 4510 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 00152 12/15/2010 2053 .. 70 0005 DESC : OIlJEClI ON TO COURT'S FINDllIO OF UNSUITABILlTV 00155 12/15/2010 2055 .. 75 OODS DESC: APPL. FOR PROlATE WI LL ROBERTSOW'S LACK OF ST AWDI NO 0.155 12/15/201. 2051 U79 0001 DESC : CERT I F I CATE OF REGISTRATIOW . . 157 12/2912110 2054 4107 0002 DESC: REOUEST FOR PREPAAE THE REPORTER ' S RECORD 00151 1212912110 2.54 43" 0002 DESC : NOTICE OF APPEAL to15' 1212"2010 2.54 4511 0002 oliSe; REQUEST FOR PREPAAE CLERK '$ RECORD .flU 12/2912.10 2.S4 4S!5 0002 DESC. WOTiCE OF APPEAL .0161 12/3012' I' 2054 4"11 0001 DESC : LETTER FROM COURT OF APPEALS OOIU 01/111/2011 2055 '1147 0001 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 DOU7 0112012011 2055 37" oou DESC : LETR TO ~ III CItHOFF FRCH AR~NDO TREVINO OOIU 01120/2011 2055 Don DESC : lETa TO COUNTV CLERK FilCH AIIIW«lO TREVINO DOln DIt2I/Z0l 1 2055 0002 DESC : l ETR TO JUDGE HUTCHI NSON III FROI1 ARI1AHDO TREVI NO 00170 01/21/2011 2055 4901 0002 DESC: LETR TO JUDGE HUTCHINSON III FROI1 _ TREVINO 00171 01 121 I2UI 2055 4903 0004 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 00\" 01/211/20 11 2056 0145 0003 DESC : HOTiON TO AllEGED WilL CONTEST FOR HEARING 00175 01 / 2.I2UI 01411 0102 DESC : COURT CORRESPONDENCE TO; JUOGE HUTCHISON FROM AAHANDO TREVINO COPY OF A NOli ON TO SET HEAA I NG oOla 01/211/2011 0150 0002 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 00171 0 1/ 211/20 11 2056 0152 0003 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 001112 03/04/2011 2057 11245 0002 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 0 .. a4 0"0I12t11 2059 a421 0002 DESe: CONTEST tlflLLl DOIaS 04/01/2011 205' 11595 Don DESC: RESPONSE TO JERItV VALDEZ EI GHT SETS OF MOTIONS AND Oa.JECTlONS 001117 04/0412011 2059 97110 0002 DESC: LETTERS FROM ARMAIIDO TREVINO TO JUDGE JON A. HUTCHISON III ..oTI CE OF HEARING 00l1la 04/0412011 205' '7114 0007 DESC: NOTION TO SET HEARI'4G APPL I CANT HEHORANDU" aRIEF 00\&9 04/04/2011 2059 91113 DEIC: MOliON TO ABIDE BV AND TO EHFORCE MANOATE AND SUTLEI'IENT AGREEMENT 001 90 04/011/2011 20U 3 .. ' 0004 OfSC: CONTEST 00191 04/Oa12011 2060 0002 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 00192 04(Oa/2011 20U 5 ... ODDS 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 01193 H/oallOll 20U 0002 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. GOl'S 2060 U7. ODOI 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 OOln 04/19/2011 20" !Ian 0002 DESC ; LETTER FROM ARIIANOO TRElilNO OU" 04/1 "2.11 ZOU 6692 OODS DESC: 08J ECTION TO PROPOSED ORDER 00200 05/0612011 20n 0062 OODlUHEROUS HOTIONS FILED BV JERRV VALDEZ 00288 01/1lllOl2 lOH 1807 0002 OESC : COURT CORRESPONDENCE ARHANDD TUVINO , AlTV TO JUDGE HUTCHISON 0028' 01/1012012 20" Ian 0016 DEse : SUPPLEHEIIT AL TO HOlIDli FOR SUMMARV JUDGHEIIT 00292 0111112012 207' 72U 0005 DESC: OSJ ECT/ 011 SECONI) S£T OF ROSERT ROBERTSON'S COI(JEST OF THE I "7 WILL onn 01/1212012 201' 7271 0104 DEac : RESPONSE DEFEHDAHT BRUCE ROBERTSOII, JR TO PLAINTIFF'S FIRST AMENDED SET OF REOUEST FOR ADMISSIONS 01/25/2"2 2077 IU7 0002 DEse: ANSWER FIRST SU'PLEHEIITAL OF COU>lTER-DEFENDANT BRUCE AOBERTSDII 002" 02/02lZI12 Z077 saas 0002 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 0129& .2103/2012 2017 5361 ooos 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 02/1012012 2.17 '~i2 0002 DESC: COlIRT COR~ESPONDENCE FRDH ARIIANDO TREVINO,Any OOSl~ 0211012012 2011 '''4 0003 DESC: HOTION FOR NEN TRIAL 003" OZl10/2012 2076 2286 0001 DESC: COURT CORRESPONDENCE COURT OF APPEALS 00310 02/1"2012 2018 asiS 0102 DUC: NOTICE OF APPEAL 00311 02/21/2012 2018 83'7 0002 OESCI CE1UIF1CATE OF WRITTEN DISCOVERY 00312 12125/2012 207a 1297 0002 DESC: COURT CORRESPONDENCE FROM FOURTH COURT OF "PPEALS (IN RE : JERRY VALDEZ' HOTI ON TO CORRECTl 80322 .212412012 2078 8'SO 0001 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 9'20 0003 OESC: HOTIOIoI FOIl NEil TRIAL OURING COURT '$ PLE1lCE anu .lI/n/2alZ 2089 IDOl OESC: REQUEST F~ POST NOTICE D03U 08/03/2012 2 •• ' "Z7 DOOI DESC : COURT CORRESPONDENCE FROM FOURTH COURT a.' APPEALS 00358 •• /01l2DI2 2D89 D002 OESC : COIIRT C~RESPONDENCE HON JOHN A HU TCHI SON III onu all/07/2D12 20.9 "28 OOOZ DESC : COURT C:~RESPONDENCE FROM 4TH COURT OF APPEALS OD357 01110912112 208' toOl DESC: NOTI eE OF APPL FOR APPOI HTMENT AS TEMPORARV AI)IIINISTRATOR Dn.4 '''2412112 2 .. 3 4952 IDOl DESC , COURT cORRESPONDENCE LT TR FROM trlH COURT OF APPEAlS aous 09l11l/ Z012 Z09~ 4402 1022 onC: PETI TlON FOR WRIT OF MANDAMUS FItM 'lH CR T a.' IIPPEALS onu '911&12012 2094 4434 0075 DESC: APPENDIX FRM 4TH CR T OF APPEALS DUll 10/1612012 2096 3248 0005 DES!; : MOTION TO RENEWED APPOINT A>I ADHINISTRAT~ OF DECEDENT'S ESTIITE 01368 1 01 2312Gl 2 2D" IIU2 ODOZ DESC : COIiRT CORRESPONDENCE fOURTH COURT OF APPEALS vou, 11/2912Gl2 2.,. 9821 0003 DESC : MOTION TO ENTER ORDER SEl l iNG HEARINGS OR REFUSING TO SET HEARINGS 01370 OSI2"2013 210. 010' 0002 DESC I LETTER FRON ARMANDO TREVINO ATTV TO GUV HERMAN JU~ 00311 03/U/2D13 2106 01 11 0008 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. 01111/2013 2112 9511 Don 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 211~ 22" 0002 DESC : MEMORANDUM FROM ARMANDO TREVI NO 00571 01151120U ZI14 2Zle Don 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 IIZS' OOOZ OESC . REQUEST FOR FOR A HEARING OF THE MOliON TO RECUSE TI£ HONORABLE J DtiH A. MUTCHISON III. nUl 011/2012113 ZIU IOI~ 000. DESC : OIJECliON AND RESPONSE TO JERRV VALDEZ HOllON TO RECUSE "585 01112&12113 21U "" 0005 DESC : MOll ON lRAVERSE TO THE RESPONSE TO THE RECUSAL DtU4 0&121112015 21U "74 0002 DESC : COliER LETTER FOR ARMANDO TREVINO DOUS 011/21112015 21U "76 0002 DESC . COVER LETTER FOR ARJIANI)() TREVINO 003 •• '''12I201S 21ltl 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 RI 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 "S93 I2I09/2U' 2123 3243 0002 DESC : _ATE 00'" 12110/2113 2123 4026 0002 DESC : COURT COUESPDNIlENCE COURT OF APPE.. LS oosn 121111/2013 21lS '714 0001 DESC: COURT CORRESPONDENCE FOURTH COURT OF APPEALS 0.,,, 12/24/20lS 2124 2663 0001 DESC : MEMORANDUM FROM JOtfoI A. HUTCHISON III TO SUSAN VEATIS. DI'H I2ISI/2013 212_ SUI 0003 DESC: REQUEST FOR PRE PARA TI ON OF CLERK'S RECORD ON APPEAL Du,a IUS I 1201S 2 1 24 SU4 0002 DESC : RESPONSE AND OeJECTI DNS TO JERRY VALDEZ' APPPLICATION FOR HEARINGS AND RULI NOS 003" D/ 11112014 2125 321a 0002 DESt : MEMORANDUM FRDM ARMANDO TREVINO TO CHERYL D. HESTER 10400 0211012014 212. a72' 1002 DESC: APPEL LEE'S REQUEST FOR PREPARATION OF CLERK'S SUPPLEMENTAL RECORD ON APPEAL 00'01 IS / oa/20H 2132 2D/1I 000' 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 0&/01/2014 2131 119& 0001 DESC , RECEI PT OF EXHIBITS PROB"TE COURT U COURT REPORTER - VEJlONICA LUGe _LES DATE OF HEARING - '510212'12 00404 01112112014 21" D003 DESC: DESIGNATION OF CLERKS RECORD -TRIAL INFOR"ATION" SEQ DATE FILED COURT SETT. OATE TI HE All V 0000' 10/unl01 on 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. 0002. 03/1 DI200' 011 U/24120n II : 3D,," DESC . ORDER SETTING HEARING HOTION TO COMPEL AND FOR SIINCTIONS 0002' UII5120 n 002 D4129120n n : 50AM DESC, ORDER SETTING HEARING MOTION TO COMPEL ANO FOR SANCTIONS OOU2 04/2712009 002 05/0.,2009 10: 30AM DESC: ORDER SElliNG HEARING 1ST AMENDED HOllON TO COMPEL CONTESTANT TO ANSWER DISCOVERV REQUESTS . 00034 0412112009 001 05".,2009 10: OOAH DESC: ORDER SElliNG HEARING MOTI ON FOR CONTI NUANCE 00040 05/Ut20" .IZ h/24/20n 10 : 00,," AT DESC , PROBATE IEARING ON MOTION TO ENTER ORDER GRANTING ooosa 05/2112009 002 h/24/2009 10 : 00AM "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 1004a 01lZ11/21n .,2 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 00052 07/2a/2009 002 1010112009 02 : 00PM DESC: ORDER SETTING HEARING O.aJECTlONS TO THE AFFIDAVITS OF _ I E CONTRERAS AND STELA PENA 01054 oa/OS/20n 002 oa/osnoo. 02:00PI1 DESC : ORDER SETTING HEARING I1DTtON FOR PROTECTIVE ORDER UOSII nns/zo" 002 1010112009 02 : 00PM liB DESC: PROIIATE HEARINO ON DOROTHY HELLO'S I«lTlON TO COMPEL AND FOR !lANeTt ONS ooou 10123/2019 002 12130/200' 02 : 00PM DESC: ORDER SETTING HEARING ""4 10/23/2D" 002 12/30/200' 02:00PM DESC: ORDER SETTING HEARING ' OOOU 11/2312009 002 12130/2009 02: OOPI1 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 000113 02122/2010 002 03/02/2010 10 : 00AM DESC: PRDIIATE HEARING non 03/2912010 001 05/25/20 I 0 02 : OOPI1 DESC : NOTt CE OF HEARl ... I1DTlON FOR NEil TRIAL FILED IIY PROPONENT JERRY VALDEZ 60094 0510112010 002 0511312010 02 : 00PI1 OESC : ORDER SETTING HEARING oao.a 05/2012010 002 '.lOa/201 0 10 : OOAM DESC: ORDER SETTING HEARINO UUS 1010112010 002 10/0712110 09 , $OAM DESC: HEARING HELD MTII FOR CONTI IlUANCE 001 S. 12/a/20ID 002 1211512010 Il;OOA" DESC: HEAR I NG HELD APP FDR TEI1P AOMI~ISTRATION 001,. 0~/la/201l 001 0211512012 09 , 00"" 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. 1000S 0./24/2'0' TOM RICKHQFF 2023 U50 0005 O. 00 Il£SC : ORDER GRANTI NG CONTESTANT ' S MOTIONS FOR SANCTIONS 01004 1111 "ZOO, TOM RICKHDFF 2031 0101 0 . 00 DESC: ORDER HOTiON OF PROPONENT J ERRV VALDEZ TO DROP THE HEARING OF THE HOTiONS SET FOIl NOVEMBER 10,200' 0I00S 0210112010 POLLY JACKSON SPENCE 2U5 lUI 0001 O. 00 DESC: OIlDER OVERRUL.ING PROPONENT·S f«)TION FOR PARTIAL SUHllAAV J U_NT I N WILL CONTEST 0"06 02110/2010 POLLV JACKSON SPENCE 20)5 6029 0 . 00 DESC : OIlDER APPROVI NG CHAJUIE OF THE COURT "007 0310212010 POllY JACKSON SPENCE 2056 7441 0002 0 . 00 DEst : .IU_NT DENVING APPLICATIONS TO PRO.ATE TIOO WillS OlOoe 0)113/2010 POLLY JACUOH SPENCE 000 1 0 . 00 DESC : ORDER A'PROVING PROPONENT'S REQUESTED JURY QUESTIONS, I NSTR UClI ONS AND DEF I NIT I ONS 0000' U/1l/201D POl l Y JAC~SON SPENCE 2045 0'2 0002 0 . 00 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 214~ 47'2 0001 0.00 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. 01012 1010112010 JOHN HUTCHINSON 204, as04 0001 0.00 DESC , ORDER AUTHOR III NG "UCE ROBERTSON. JR' J WITHDRAW AS 00015 ATTDRWEY OF RECORD 10/0112010 JOHN HUTCHINSON DESC: ORDER GRANTING 2150 ." DOli 0 . 00 CONll NUANCE WAS DENIED 01014 10/11/2010 JOHN HUTCHINSON 2050 5412 0002 0.00 oESC: JUDCII£NT (FINAL SUMMARY) 00015 1211512010 JOHN HIlTCHI IISON 205~ 7152 0001 0 . 00 oESC: ORDER DENYING MOTI ON FOR WEW TRIAL 1001. 01/U120ll JOHN HUTCHINSON 2054 35211 OODZ 0.00 DESC: ORDER REINSTATING PLAINTIFF'S NOTIONS 00017 01/04/2011 JOHN HUTCHINSON 2054 7044 0005 '.00 DEse. ORDER APPOI NT I NG TE"PORARY I\DH tOOla Dl/U/2.11 JOHN HUTCHINSON 205_ 70IG aOND 00020 04/20/2011 JOHN HUTCHINSON 20.1 5135 0001 0 . 00 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 OU22 0912212011 JOHN HUTCHI WSON 20U 9271 0002 0.10 DESC: ORDER APPROVING RESJ .......TlDN OF TEMPORAllY ADf1INlSTRATOR 00025 n/~.IZOII JOHN HUTCHI NSON 207. 70U 0001 25~. 77 DESC. OItDER AUTHORIZING oe024 091,,/2011 JOHN HUTCHINSON 2070 70~. 0001 0.00 DESC : ORDER TER"INATING 00025 II /I 0/2011 JOHN HUTCHI NSON 2072 UZI 0002 0.00 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 OOOZ. 11/10/2011 JDI*j HUTCHINSON zon 051' 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 1 ~1I2 0002 0.00 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 20H 10~' 0002 0,00 DESC: AGREED ORDER SETTING HEARING DlDSS OUOS/20lZ JOHN HUTCHINSON 2011 "U 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 ZIII~ 0001 0 . 00 DESC : ORDER PURSUANT TO RULE 59 00052 0211312012 J OHN HUTCH I NSON 2111 ,,~S 0001 0 . 00 DESC : AGREED ORDER PURSUANT TO RULE 3' IOU. 02l2012t12 J OHN HUTCHINSON 20711 11'., 0005 0.00 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 000'5 0"I"Z0I2 TON RICKHOf F ZIII' Z651 0002 O• • 0 DESC : JUDGMEm FINAL JUDGJ1ENT I N .RUCE ROI£R1$ON'$ CLAI" FOR ATT ORNEY'S FEES DIose 0'/261Z0I2 TON RICKHOFF 2017 07511 0001 O•• 0 DESC . ORDER DENYING HOTION TO SET ASIDE I NTERLOCUTORY ORDER DENYING COUNTER-PLMNTIFF'S HOTION FOR SANCTIONS SIGNED BY JOHN A . HUTCHISON II I 00'" 011/0112013 JOHN HUTCHINSON 211~ "III 0001 0 . 00 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 1RS Of' THE DECEDENT AS PAliTi ES TO THI S CAUSE eo.,. .8/0112015 JOHN HUTCHINSON 2114 "2' 0002 O.DD DESC: ORDER OVERRULING JERRV VALDEZ 1S1 AMENDED HOlI ON FOIl SU_V JUDGMENT AND REQUEST FOR ATTORIEY' S FEES .0041 08/1.,2015 JOHN HUTCHINSON 211' SS" DOOI D.DO 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 OD04S 0""12015 JOHN HUTCHINSON 2118 02" 0002 D. eo 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"ATION" SEQ DATE FILED PRINCIPAL ODODI 01/18/20\1 MARCUS P . ROGERS AGENT : SHERRI SCHRAER """UN1: 10000.00 SURETY: CAPITOL INDEMNITY CORPOIIATION REASON: ADMINISTRATOR OF ESTATE FOR": COIIP RELEASE DATE: 33 2014 OCT 17 Ml g. 28 NO.2008-PC-3026 :.: • I . .', i~;I: ..-:HGr:- 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 ofMartha 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. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/cases/4053581. Public record. Not legal advice.