In In re Est. of Wheatfall, a trial court entered an order admitting a will to probate and denying a will contestant’s claims. No. 01-22-00920-CV, 2024 Tex. App. LEXIS 5503 (Tex. App.—Houston [1st Dist.] August 1, 2024, no pet. history). The contestant had alleged additional objections to the will that was not expressly overruled by the trial court’s order. After additional motions in the trial court, the contestant then filed an appeal of the order three months later.

The court of appeals discussed the finality of probate orders:

[A]ppeals from probate courts involve an exception to the final-judgment rule because multiple final judgments may be rendered on discrete issues before an entire probate proceeding is concluded. Two categories of probate court orders are considered final for purposes of appeal even when they do not dispose of all pending parties and claims. First, if a statute expressly declares that the particular phase of the probate proceedings is final and appealable, that statute controls. Second, in the absence of a statute, the order is final if it disposes of all parties and all issues in “the phase of the proceeding for which it was brought.”

Id. The court of appeals held that the order was an appealable order as it disposed of all parties and all issues for that phase:

In asserting that the September 5, 2019 filing was a will contest that initiated a new phase of the proceeding, Wheatfall relies on Texas Estates Code section 55.001, which provides that any “person interested in an estate may, at any time before the court decides an issue in a [probate] proceeding, file written opposition regarding the issue.” We find pertinent to the proceeding Texas Estates Code section 256.101, which provides:

(a) If, after an application for the probate of a decedent’s will or the appointment of a personal representative for the decedent’s estate has been filed but before the application is heard, an application is filed for the probate of a will of the same decedent that has not previously been presented for probate, the court shall: (1) hear both applications together; and (2) determine: (A) if both applications are for the probate of a will, which will should be admitted to probate, if either, or whether the decedent died intestate; or (B) if only one application is for the probate of a will, whether the will should be admitted to probate or whether the decedent died intestate.

This provision requires that a challenge to the validity of one or more wills be adjudicated in a single proceeding. Here, the record shows that the trial court consolidated Wheatfall’s application for letters of administration, in which Wheatfall alleged that the decedent died intestate, with DeBose’s application to admit the 2009 will to probate. Once joined in the same proceeding, these competing applications established a contest about the validity of the 2009 will. Thus, although Wheatfall’s September 5, 2019 filing may be a “written opposition,” it was not a new “contest.” A will contest is a direct attack on the order admitting a will to probate. Wheatfall filed his opposition before the trial court signed its order admitting the 2009 will to probate.

Wheatfall also asserts that the September 16, 2019 order admitting the 2009 will to probate was not final because in stating that it was not ruling on any objections to the probate of the will asserted after September 4, 2019, the trial court left the September 5, 2019 filing unadjudicated. We disagree… In finding that the 2009 will was valid, the trial court also impliedly rejected any claim of undue influence. Further, the trial court rejected Wheatfall’s claim that the decedent died without a valid will by denying his application for letters of administration, his application for determination of heirship, and his motion for appointment of an attorney ad litem. The language of the trial court’s September 16, 2019 order admitting the 2009 will to probate thus shows that the trial court disposed of Wheatfall’s contest to the validity of the 2009 will, including the issues he raised in his September 5, 2019 filing. Because the September 16, 2019 order admitting the 2009 will to probate disposed of all parties and all issues in “the phase of the proceeding for which it was brought” we conclude that it was a final, appealable judgment.

Id. Because the notice of appeal was filed after the thirty-day deadline, the notice of appeal was untimely and the court of appeals held that it lacked jurisdiction.

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Photo of David Fowler Johnson David Fowler Johnson

[email protected]
817.420.8223

David maintains an active trial and appellate practice and has consistently worked on financial institution litigation matters throughout his career. David is the primary author of the The Fiduciary Litigator blog, which reports on legal cases and issues impacting the fiduciary…

[email protected]
817.420.8223

David maintains an active trial and appellate practice and has consistently worked on financial institution litigation matters throughout his career. David is the primary author of the The Fiduciary Litigator blog, which reports on legal cases and issues impacting the fiduciary field in Texas. Read More

David’s financial institution experience includes (but is not limited to): breach of contract, foreclosure litigation, lender liability, receivership and injunction remedies upon default, non-recourse and other real estate lending, class action, RICO actions, usury, various tort causes of action, breach of fiduciary duty claims, and preference and other related claims raised by receivers.

David also has experience in estate and trust disputes including will contests, mental competency issues, undue influence, trust modification/clarification, breach of fiduciary duty and related claims, and accountings. David’s recent trial experience includes:

  • Representing a bank in federal class action suit where trust beneficiaries challenged whether the bank was the authorized trustee of over 220 trusts;
  • Representing a bank in state court regarding claims that it mismanaged oil and gas assets;
  • Representing a bank who filed suit in probate court to modify three trusts to remove a charitable beneficiary that had substantially changed operations;
  • Represented an individual executor of an estate against claims raised by a beneficiary for breach of fiduciary duty and an accounting; and
  • Represented an individual trustee against claims raised by a beneficiary for breach of fiduciary duty, mental competence of the settlor, and undue influence.

David is one of twenty attorneys in the state (of the 84,000 licensed) that has the triple Board Certification in Civil Trial Law, Civil Appellate and Personal Injury Trial Law by the Texas Board of Legal Specialization.

Additionally, David is a member of the Civil Trial Law Commission of the Texas Board of Legal Specialization. This commission writes and grades the exam for new applicants for civil trial law certification.

David maintains an active appellate practice, which includes:

  • Appeals from final judgments after pre-trial orders such as summary judgments or after jury trials;
  • Interlocutory appeals dealing with temporary injunctions, arbitration, special appearances, sealing the record, and receiverships;
  • Original proceedings such as seeking and defending against mandamus relief; and
  • Seeking emergency relief staying trial court’s orders pending appeal or mandamus.

For example, David was the lead appellate lawyer in the Texas Supreme Court in In re Weekley Homes, LP, 295 S.W.3d 309 (Tex. 2009). The Court issued a ground-breaking opinion in favor of David’s client regarding the standards that a trial court should follow in ordering the production of computers in discovery.

David previously taught Appellate Advocacy at Texas Wesleyan University School of Law located in Fort Worth. David is licensed and has practiced in the U.S. Supreme Court; the Fifth, Seventh, and Eleventh Federal Circuits; the Federal District Courts for the Northern, Eastern, and Western Districts of Texas; the Texas Supreme Court and various Texas intermediate appellate courts. David also served as an adjunct professor at Baylor University Law School, where he taught products liability and portions of health law. He has authored many legal articles and spoken at numerous legal education courses on both trial and appellate issues. His articles have been cited as authority by the Texas Supreme Court (twice) and the Texas Courts of Appeals located in Waco, Texarkana, Beaumont, Tyler and Houston (Fourteenth District), and a federal district court in Pennsylvania. David’s articles also have been cited by McDonald and Carlson in their Texas Civil Practice treatise, William v. Dorsaneo in the Texas Litigation Guide, and various authors in the Baylor Law ReviewSt. Mary’s Law JournalSouth Texas Law Review and Tennessee Law Review.

Representative Experience

  • Civil Litigation and Appellate Law