In In re Est. of Lopez, Guadalupe Lopez, Jr. applied for independent administration and heirship determination after his father’s death. 724 S.W.3d 847 (Tex. 2025). Gonzalez filed a petition claiming to be Lopez Senior’s common-law wife. At trial, the court allowed former judge Alicia York to testify as an expert that Gonzalez and Lopez Senior were informally married. York emphasized her judicial experience and stated she was using the same methodology she employed when presiding over informal marriage cases. The jury found that Lopez Senior and Gonzalez were married, and Lopez Junior appealed. The court of appeals affirmed, and Lopez Junior appealed to the Texas Supreme Court.

The Texas Supreme Court reversed the lower courts and the jury verdict due to the admission of York’s testimony. The Court reasoned that determining whether an informal marriage existed did not require specialized knowledge beyond an average juror’s understanding. The elements of informal marriage (agreement, cohabitation, and representation) are not technical or specialized concepts. Judge York’s testimony served only to provide an official endorsement of Gonzalez’s position, which was improper. The Court emphasized that former judges are not categorically prohibited from testifying as experts, but their judicial status should not be repeatedly emphasized to sway the jury. The Court’s summary of its opinion is:

“[T]he expert witness paints a powerful image on the litigation canvas,” possessing a “vast potential for influence.” In re Christus Spohn Hosp. Kleberg, 222 S.W.3d 434, 440 (Tex. 2007). The expert in this case is a former family court judge who opined on the central disputed issue in the case, testifying before the jury that, in her view, the parties were informally married. She expressed that opinion repeatedly and emphatically, though none of the relevant evidence was technical, specialized, or otherwise beyond an ordinary person’s understanding. Compounding the problem, she lent her opinion credibility by explaining that she formed it using the same methodology she employed when she presided over informal-marriage cases as a judge. Unsurprisingly, the jury was persuaded and found an informal marriage existed.

We hold that the trial court erred in admitting the expert’s testimony and that the error was harmful, warranting a new trial. The evidence was within the average juror’s common knowledge, so the expert’s opinions did not help the jury as Rule of Evidence 702 contemplates. See Tex. R. Evid. 702. The expert instead improperly opined on a legal presumption and explained that, if she were sitting as the judge, she would find that the parties were informally married. Mindful that the appearance of a judge as a witness carries the potential both to sway the jury improperly and to “threaten[] . . . public confidence in the integrity and impartiality of the judiciary,” Joachim v. Chambers, 815 S.W.2d 234, 238 (Tex. 1991) (quotation marks omitted), we conclude that admitting this testimony amounted to harmful error. Accordingly, we reverse the court of appeals’ judgment and remand the case to the trial court for a new trial.

Id. at 848-49.

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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