CourtListener 10651243•Darrell Wayne Henry v. Senter Lee Henry, III, as Dependent Administrator of the Estate of Mozelle Henry
Darrell Wayne Henry v. Senter Lee Henry, III, as Dependent Administrator of the Estate of Mozelle Henry
CourtListener 10651243Txctapp2Aug 7, 2025
Full text
In the
Court of Appeals
Second Appellate District of Texas
at Fort Worth
___________________________
No. 02-24-00507-CV
___________________________
DARRELL WAYNE HENRY, Appellant
V.
SENTER LEE HENRY, III, AS DEPENDENT ADMINISTRATOR OF THE
ESTATE OF MOZELLE HENRY, DECEASED, Appellee
On Appeal from the 97th District Court
Montague County, Texas
Trial Court No. 2021-0180M-CV
Before Sudderth, C.J.; Kerr and Walker, JJ.
Memorandum Opinion by Justice Walker
MEMORANDUM OPINION
I. INTRODUCTION
Following his mother’s death, Appellant Darrell Wayne Henry recorded a
deed—ten years after its alleged execution—that he claimed his mother, Mozelle
Henry, had delivered to him a few months before her passing.1
The deed purported to convey the entirety of Mozelle’s 912-acre ranch solely to
him and divest his siblings of their anticipated inheritance to the ranch under her will.
Darrell’s siblings learned that Darrell had recorded the deed after Mozelle’s death
when they sought to pay the taxes on the ranch and probate her will. After recording
the deed, Darrell sold 70 acres of the ranch to an unrelated third party and received
$257,151 in profit. The oldest sibling, Appellee Senter Lee Henry III, as dependent
administrator of the estate of Mozelle Henry, sued Darrell for (1) removal of cloud on
title and (2) breach of fiduciary duty to Mozelle.
Following a bench trial, the trial court found that the deed had not been
delivered to Darrell, that Mozelle had lacked the legal capacity or physical ability to
deliver the deed,2 and that the deed was fraudulent. Consequently, the trial court
1
The appellant and appellee are brothers who share a common surname. To
avoid confusion, we will refer to them by their given names.
2
Section 5.021 of the Texas Property Code requires conveyances of land to be
in writing and delivered by the conveyor or by the conveyor’s agent authorized in
writing. Tex. Prop. Code Ann. § 5.201. “Two elements must be established to prove
delivery of a deed: (1) the deed must be delivered into the control of the grantee, and
(2) the grantor must intend the deed to become operative as a conveyance.” Maayeh v.
2
concluded that the deed was null and void and that it constituted cloud on title and
should be removed. The trial court further found that Darrell had owed a fiduciary
duty to Mozelle and that he had breached that duty to her. Finally, the trial court
ordered Darrell to pay $257,151 for disgorgement of profit and $514,302 in exemplary
damages.
Darrell raises thirteen issues3 and makes a myriad of complaints regarding the
sufficiency of the evidence and the trial court’s findings of fact and conclusions of
law. We will affirm in part and reverse in part.
II. FACTUAL AND PROCEDURAL BACKGROUND
Mozelle died on November 6, 2019. At the time of her death, she was
unmarried and had four children: Senter, John Mark Henry, Darrell, and Laura Lea
Hefley.4
Mozelle owned a ranch (the Ranch) composed of several tracts that totaled
912 acres. In December 2009, Mozelle conveyed an undivided one-half interest in a
Curry, No. 05-19-01466-CV, 2022 WL 1089913, at *3 (Tex. App.—Dallas Apr. 12,
2022, no pet.) (citing Binford v. Snyder, 189 S.W.2d 471, 475 (Tex. 1945).
3
Darrell’s brief enumerates fourteen issues, but his thirteenth issue is a verbatim
repetition of his twelfth issue.
4
Mozelle married Senter Lee Henry Jr. who died in 1990, and she never
remarried.
3
2.25-acre tract—not part of the Ranch—to Darrell. An attorney, Greg Underwood,
prepared the deed. Then, in April 2010, Underwood prepared two more deeds.5
The first deed conveyed the remaining one-half interest to the 2.25-acre tract to
Darrell. The second deed (Disputed Deed) conveyed the entirety of the Ranch to
Darrell. Darrell promptly recorded the two deeds to the 2.25-acre tract after their
executions, but he did not record the Disputed Deed to the Ranch.
In the later years of her life, Mozelle suffered from numerous health problems
that resulted in several hospitalizations. In the spring of 2019, she briefly moved into
a rehabilitation facility after a hospital stay but left against medical advice after only a
few weeks. Mozelle—then ninety-one-years-old—required the assistance of
caretakers when she returned home. She frequently stayed in her home and required
medical assistance to walk and perform household activities. Throughout 2019,
Darrell helped manage the Ranch and negotiated pipeline easements on Mozelle’s
behalf.
In April 2019, while driving by Mozelle’s home, Darrell claimed that he saw
Mozelle sitting outside on her electric scooter. Darrell claimed that he stopped his
vehicle and that Mozelle drove her scooter into her home, returned with a manilla
envelope containing the Disputed Deed, and handed it to him. His siblings later
disputed whether Mozelle was physically capable of doing this.
Darrell said that he paid Underwood “250 dollars and a bottle of Jameson
5
whiskey” to prepare the deeds. Underwood died in 2019 before Mozelle.
4
On November 6, 2019, Mozelle died, leaving behind a will dated February 2,
2016 (Will). The Will devised all her property to her children in equal shares and
named Senter as the executor of her estate. A month after her death, Darrell recorded
the Disputed Deed. The Disputed Deed contained a front page—which Mozelle had
signed—and two pages describing the seven tracts that constituted the Ranch. The
two pages that described the Ranch were labeled as Exhibit A. Meanwhile, there was
no evidence that Mozelle had ever amended or revoked her 2016 Will, and on
September 23, 2020, the 2016 Will was admitted to probate.
Darrell did not tell his siblings that he had recorded the Disputed Deed.
Instead, they learned of Darrell’s actions after Mozelle’s death when Laura went to the
county tax office to pay the property taxes on the Ranch and was told that Mozelle
had deeded the property to Darrell. In 2021, Darrell sold 70.16 acres of the Ranch to
unrelated third persons and collected $257,151 in net proceeds. Senter, as dependent
administrator of Mozelle’s estate, sued Darrell, seeking to remove the cloud on the
Ranch’s title and for breaching his fiduciary duty to Mozelle.
The case proceeded to trial. Laura and a doctor who specializes in geriatric
psychiatry presented testimony on Mozelle’s lack of capacity to convey and deliver the
Disputed Deed to Darrell. A forensic document and handwriting examiner provided
testimony on the likelihood of alteration of the Disputed Deed.6 The document
6
The document examiner’s testimony was admitted through a videotaped
deposition.
5
examiner compared the Disputed Deed’s first page and the two deeds to the 2.25-acre
tract against Exhibit A, and she explained that, in her opinion, Exhibit A was not
originally included with the first page of the Disputed Deed. Her opinion was based
on several considerations, including Exhibit A’s spacing, font, style, paragraphing, and
lack of pen indentations.
The trial court found that Exhibit A had not been attached to the Disputed
Deed on the date that it was executed and that the Disputed Deed was not valid, was
fraudulent, and should be set aside. The trial court further found that the forensic
document examiner’s testimony was credible but that Darrell’s testimony was not
credible or consistent with the evidence presented at trial.
The trial court also found that Mozelle had lacked capacity in 2019 to deliver
the Disputed Deed to Darrell, that she never intended to convey the Ranch, and that
she did not physically deliver the Disputed Deed to him. The trial court further
found that Mozelle had a relationship of trust and confidence with Darrell, which
relationship was based on and related to her ownership of the Ranch. The trial court
concluded that Darrell had defrauded Mozelle by deceiving her of his intentions with
the Ranch and by selling seventy acres of the Ranch and retaining the proceeds. The
trial court ordered Darrell to pay $257,151 to Mozelle’s estate as disgorgement of
6
profit from his sale of the seventy acres and granted Senter $514,302 in exemplary
damages.7 Darrell brought this appeal.
III. DISCUSSION
Although Darrell raises thirteen issues, his complaints can be effectively
consolidated into two groups: (1) the Disputed Deed being cloud on title and (2) the
breach of fiduciary duty. Both groups of challenges center on the sufficiency of the
evidence. There is legally and factually sufficient evidence to support the trial court’s
finding that the Disputed Deed was fraudulent and thereby null and void. However,
there is legally insufficient evidence to support the trial court’s finding that Darrell
owed Mozelle a fiduciary duty.
A. THE DISPUTED DEED
1. Standard of Review and Applicable Law
“A trial court’s findings of fact issued after a bench trial have the same weight,
and are judged by the same appellate standards, as a jury verdict.” Tex. Outfitters Ltd.,
LLC v. Nicholson, 572 S.W.3d 647, 653 (Tex. 2019). Accordingly, when reviewing the
legal or factual sufficiency of the evidence to support a trial court’s findings of fact,
we apply the same standards used to review jury findings. Catalina v. Blasdel,
881 S.W.2d 295, 297 (Tex. 1994); Okon v. Levy, 612 S.W.2d 938, 941 (Tex. App.—
7
The trial court’s conclusions of law describe the award of $257,151 to Senter
as actual damages, but the trial court’s final judgment describes the award as a
disgorgement of profit.
7
Dallas 1981, writ ref’d n.r.e.) (citing Hall v. Villarreal Dev. Corp., 522 S.W.2d 195, 195–
96 (Tex. 1975)).
We may sustain a legal-sufficiency challenge—that is, a no-evidence
challenge—only when (1) the record bears no evidence of a vital fact, (2) the rules of
law or of evidence bar the court from giving weight to the only evidence offered to
prove a vital fact, (3) the evidence offered to prove a vital fact is no more than a mere
scintilla, or (4) the evidence establishes conclusively the opposite of a vital fact. Gunn
v. McCoy, 554 S.W.3d 645, 658 (Tex. 2018). In determining whether legally sufficient
evidence supports the challenged finding, we must consider evidence favorable to the
finding if a reasonable factfinder could, and we must disregard contrary evidence
unless a reasonable factfinder could not. Cent. Ready Mix Concrete Co. v. Islas,
228 S.W.3d 649, 651 (Tex. 2007); City of Keller v. Wilson, 168 S.W.3d 802, 827
(Tex. 2005). We indulge “every reasonable inference deducible from the evidence” in
support of the challenged finding. Gunn, 554 S.W.3d at 658 (quoting Bustamante v.
Ponte, 529 S.W.3d 447, 456 (Tex. 2017)).
Anything more than a scintilla of evidence is legally sufficient to support a
finding. Marathon Corp. v. Pitzner, 106 S.W.3d 724, 727–28 (Tex. 2003). More than a
scintilla exists if the evidence rises to a level that would enable reasonable and fair-
minded people to differ in their conclusions. Gunn, 554 S.W.3d at 658. On the other
hand, no more than a scintilla exists when the evidence offered to prove a vital fact is
so weak that it creates no more than a mere surmise or suspicion of its existence.
8
McAllen Hosps., L.P. v. Lopez, 576 S.W.3d 389, 397 (Tex. 2019); Kindred v. Con/Chem,
Inc., 650 S.W.2d 61, 63 (Tex. 1983).
When reviewing an assertion that the evidence is factually insufficient to
support a finding, we set aside the finding only if, after considering and weighing all
the pertinent record evidence, we determine that the credible evidence supporting the
finding is so weak, or so contrary to the overwhelming weight of all the evidence, that
the finding should be set aside and a new trial ordered. Pool v. Ford Motor Co.,
715 S.W.2d 629, 635 (Tex. 1986) (op. on reh’g); Cain v. Bain, 709 S.W.2d 175, 176
(Tex. 1986); Garza v. Alviar, 395 S.W.2d 821, 823 (Tex. 1965). When, as here, the
party without the burden of proof on a fact issue complains of an adverse fact
finding, that party must show that “insufficient evidence” supports the finding; that is,
that the credible evidence supporting the finding is too weak or that the finding is
against the great weight and preponderance of contrary credible evidence. See Gooch v.
Am. Sling Co., 902 S.W.2d 181, 184 (Tex. App.—Fort Worth 1995, no writ).
In performing evidentiary-sufficiency reviews, we must be mindful that the
fact-finder is the sole judge of the credibility of the witnesses and the weight to be
given their testimony. McGalliard v. Kuhlmann, 722 S.W.2d 694, 696–97 (Tex. 1986);
Nwokedi v. Unlimited Restoration Specialists, Inc., 428 S.W.3d 191, 199, 205 (Tex. App.—
Houston [1st Dist.] 2014, pet. denied). The fact-finder is responsible for resolving
conflicts in the evidence, and it may believe one witness and disbelieve another.
McGalliard, 722 S.W.2d at 697. We may not reweigh the evidence and set aside a
9
finding merely because we are of the opinion that a different result is more
reasonable. Pool, 715 S.W.2d at 634.
We review de novo a trial court’s conclusions of law. See Compass Bank v.
Goodman, 416 S.W.3d 715, 718–19 (Tex. App.—Dallas 2013, pet. denied). Although
we are not bound by the trial court’s legal conclusions, we will uphold conclusions of
law on appeal if the judgment can be sustained on any legal theory supported by the
evidence. Sheetz v. Slaughter, 503 S.W.3d 495, 502 (Tex. App.—Dallas 2016, no pet.).
Thus, incorrect conclusions of law do not require reversal if the controlling findings
of fact support a correct legal theory. Id.
2. Sufficient Evidence that the Disputed Deed is Fraudulent
In his first through fourth issues, Darrell challenges the legal and factual
sufficiency of the trial court’s findings that (1) the deed was not physically or legally
delivered, (2) the deed was fraudulent, (3) Mozelle lacked capacity to deliver the deed,
and (4) the deed was null and void. Because the evidence is legally and factually
sufficient to support the trial court’s finding that the Disputed Deed is fraudulent, and
because this issue is dispositive of this first group of challenges, we focus our
discussion on that issue.
A forged deed is void as a matter of law and passes no title. Morris v. Wells
Fargo Bank, N.A., 334 S.W.3d 838, 843 (Tex. App.—Dallas 2011, no pet.); Bellaire
Kirkpatrick Joint Venture v. Loots, 826 S.W.2d 205, 209 (Tex. App.—Fort Worth 1992,
writ denied). The term “forge” means: “to alter, make, complete, execute, or
10
authenticate any writing so that it purports: (i) to be the act of another who did not
authorize that act; (ii) to have been executed at a time or place or in a numbered
sequence other than was in fact the case; or (iii) to be a copy of an original when no
such original existed.” Tex. Penal Code Ann. § 32.21(a)(1)(A); see Solano v. Landamerica
Com. Title of Fort Worth, Inc., No. 02-07-152-CV, 2008 WL 5115294, at *4 (Tex. App.—
Fort Worth Dec. 4, 2008, no pet.) (mem. op.) (applying definition in civil proceeding);
In re Estate of Flores, 76 S.W.3d 624, 630 (Tex. App.—Corpus Christi–Edinburg 2002,
no pet.) (same).
The trial court was presented with considerable evidence related to the alleged
forgery of the Disputed Deed. A forensic document and handwriting examiner
testified that it was her professional opinion that Exhibit A—pages two and three of
the Disputed Deed—was “probably more likely not attached” to the first page of the
Disputed Deed—the page bearing Mozelle’s signature—because of anomalies that
showed it was not reliable or an intact document. The forensic document examiner
explained that the first page of the Disputed Deed was a heavier quality paper with a
watermark while Exhibit A was copy paper without a watermark. The first page was
printed from a laser printer while Exhibit A “w[as] photocopies and many generations
away from the first generation.” There was also font differences, spacing
abnormalities, and typographical variances between the Disputed Deed’s first page
and Exhibit A. The document examiner further explained that the Disputed Deed’s
first page had a footer that was absent in Exhibit A.
11
The document examiner opined that the two deeds to the 2.25-acre tract—
unrelated to the Ranch—likewise supported her conclusion that the Disputed Deed
did not include Exhibit A when Mozelle signed it. All three deeds were allegedly
prepared by the same attorney, and the first page of all three deeds had the same font.
But, unlike Exhibit A in the Disputed Deed, each subsequent page of the two 2.25-
acre tract deeds had the same font, spacing, paper quality, footers, and paragraphing.
Additionally, Exhibit A did not describe or refer to the instrument to which it was an
exhibit, but by contrast, the two 2.25-acre tract deeds contained such a description.
Moreover, there was no pen indentations on Exhibit A from Mozelle’s signature on
the first page of the Disputed Deed.
The forensic document examiner testified that she believed Exhibit A “was
created at a different time and in a different manner than the first page of the
[D]isputed [D]eed.” She explained that there was “a lot of red flags” and that there
was overwhelming evidence that Exhibit A was “not following the same credible,
intact document.”
The trial court found that the Disputed Deed was fraudulent. Because the trial
court determined that the Disputed Deed was fraudulent, it found that the Disputed
Deed was null and void and that it constituted a cloud on title. See Dyson Descendant
Corp. v. Sonat Expl. Co., 861 S.W.2d 942, 947 (Tex. App.—Houston [1st Dist.] 1993,
no writ); see also Commonwealth Land Title Ins. Co. v. Nelson, 889 S.W.2d 312, 318 (Tex.
App.—Houston [14th Dist.] 1994, writ denied) (“[W]hen a document is void or void
12
ab initio it is as if it did not exist because it has no effect from the outset.”); Nobles v.
Marcus, 533 S.W.2d 923, 925–26 (Tex. 1976).
Indulging “every reasonable inference deducible from the evidence” in support
of the challenged finding, we conclude that there is legally sufficient evidence to
support the trial court’s finding that Exhibit A was fraudulent. Gunn, 554 S.W.3d at
658. Here, the evidence rises to a level that would enable reasonable and fair-minded
people to differ in their conclusions on whether the Disputed Deed was fraudulent.
See id. The trial court was the judge of the credibility of the witnesses and the weight
to be given their testimony. McGalliard, 722 S.W.2d at 696–97 (Tex. 1986); see In re
Estate of Flores, 76 S.W.3d at 630; Nwokedi, 428 S.W.3d at 205. Thus, the trial court
was responsible for resolving conflicts in the evidence, and it was free to believe one
witness—such as the forensic document examiner—and disbelieve another.
McGalliard, 722 S.W.2d at 697. Darrell has failed to show that insufficient evidence
supports the trial court’s finding. See Gooch, 902 S.W.2d at 184. Darrell has not
demonstrated that the credible evidence supporting the finding is too weak or that the
finding is against the great weight and preponderance of contrary credible evidence.
See id. Accordingly, we hold that there is legally and factually sufficient evidence to
support the trial court’s finding that the Disputed Deed was fraudulent. See Cain,
709 S.W.2d at 176. We overrule Darrell’s second issue.
13
Darrell’s first, third and fourth issues are disposed by our holding that there is
legally and factually sufficient evidence to support the trial court’s finding that the
Disputed Deed was fraudulent.
His fourth issue—the trial court’s finding that the Disputed Deed is null and
void—stems from the Disputed Deed being fraudulent, as a forged deed is void.
Bellaire Kirkpatrick Joint Venture, 826 S.W.2d at 209. Here, because we have held that
there is sufficient evidence to support the trial court’s finding that the Disputed Deed
was fraudulent, we hold that the trial court did not err by concluding that the
Disputed Deed was null and void. Id. Accordingly, we overrule Darrell’s fourth issue.
As for his first and third issues—challenges to the trial court findings that the
Disputed Deed was not delivered and that Mozelle lacked capacity to deliver the
deed—those issues are likewise resolved by the trial court’s finding that the Disputed
Deed was fraudulent. Because the Disputed Deed was fraudulent, it was void, and it
matters not whether the Disputed Deed was delivered or whether Mozelle possessed
the capacity to deliver it to Darrell. Accordingly, we do not reach these issues because
they are not necessary to the final disposition of this appeal. See Tex. R. App. P. 47.1
(requiring appellate court to hand down written opinion disposing of every issue
necessary to final disposition of appeal).
B. BREACH OF FIDUCIARY DUTY
In his second group of issues—five through thirteen—Darrell challenges the
breach of fiduciary duty judgment and its accompanying damages. Because there is
14
legally insufficient evidence to support the trial court’s finding that Darrell owed a
fiduciary duty to Mozelle, we agree that the judgment must be reversed.
1. Standard of Review and Applicable Law
The elements of a claim for breach of fiduciary duty are: (1) existence of a
fiduciary duty; (2) breach of the duty; (3) causation; and (4) damages. First United
Pentecostal Church of Beaumont v. Parker, 514 S.W.3d 214, 220 (Tex. 2017). We will
reverse a judgment for breach of fiduciary duty if it is supported by legally insufficient
evidence, meaning that there is no more than a mere scintilla of evidence. Gunn,
554 S.W.3d at 658; see McAllen Hosps., L.P., 576 S.W.3d at 397 (clarifying that evidence
is insufficient if it is so weak that it does no more than create a surmise or suspicion).
As previously noted, when evaluating legal sufficiency, we view the evidence in a light
most favorable to the judgment, indulging every reasonable inference in the
judgment’s favor. See Gunn, 554 S.W.3d at 658; City of Keller, 168 S.W.3d at 827.
There are two types of fiduciary relationships in Texas: (1) a formal fiduciary
relationship arising as a matter of law, such as between partners or an attorney and a
client; and (2) an informal or confidential fiduciary relationship arising from a moral,
social, domestic, or merely personal relationship where one person trusts in and relies
upon another. Crim Truck & Tractor v. Navistar Int’l Transp. Corp., 823 S.W.2d 591, 594
(Tex. 1992), superseded by statute on other grounds as recognized in Subaru of Am., Inc. v. David
McDavid Nissan, Inc., 84 S.W.3d 212, 225–26 (Tex. 2002). Informal fiduciary
15
relationships are not created lightly. Schlumberger Tech. Corp. v. Swanson, 959 S.W.2d
171, 177 (Tex. 1997).
Fiduciary relationships juxtapose trust and dependence on one side with
dominance and influence on the other. See Tex. Bank & Tr. Co. v. Moore, 595 S.W.2d
502, 508 (Tex. 1980). Whether a confidential relationship exists is “determined from
the actualities of the relationship between the persons involved.” Thigpen v. Locke,
363 S.W.2d 247, 253 (Tex. 1962). “The problem is one of equity,” and the
circumstances giving rise to the confidential relationship “are not subject to hard and
fast lines.” Tex. Bank & Tr. Co., 595 S.W.2d at 508.
We consider a variety of factors to determine whether an informal fiduciary
relationship exists. See Gregan v. Kelly, 355 S.W.3d 223, 228 (Tex. App.—Houston [1st
Dist.] 2011, no pet.). A confidential fiduciary relationship may exist where influence
has been acquired and abused or where confidence has been reposed and betrayed.
Crim Truck & Tractor, 823 S.W.2d at 594. A confidential relationship “exists where a
special confidence is reposed in another who in equity and good conscience is bound
to act in good faith and with due regard to the interest of the one reposing
confidence.” Tex. Bank & Tr. Co., 595 S.W.2d at 507; see also Pope v. Darcey,
667 S.W.2d 270, 275 (Tex. App.—Houston [14th Dist.] 1984, writ ref’d n.r.e.) (“A
confidential relationship exists where one person has a special confidence in another
to the extent that the parties do not deal with each other equally, either because of
dominance on one side or weakness, dependence, or justifiable trust on the other.”).
16
We also consider whether the person to whom the duty is allegedly owed
justifiably relied on the other for support, the person’s physical and mental condition,
and evidence of the person’s trust. See Lee v. Hasson, 286 S.W.3d 1, 14–16 (Tex.
App.—Houston [14th Dist.] 2007, pet. denied); Trostle v. Trostle, 77 S.W.3d 908, 914–
15 (Tex. App.—Amarillo 2002, no pet.). However, subjective trust alone is not
sufficient to establish a confidential relationship. Thigpen, 363 S.W.2d at 253. Rather,
the trust must be justifiable. See id.
In examining whether the plaintiff’s trust is justified, we examine whether she
actually relied on the other “for moral, financial, or personal support or guidance.”
Trostle, 77 S.W.3d at 915. We examine whether, because of a close or special
relationship, the plaintiff was “in fact accustomed to being guided by the judgment or
advice” of the other. Gregan, 355 S.W.3d at 228 (quoting Thigpen, 363 S.W.2d at 253).
Another factor is the length and depth of the parties’ relationship, although a
long personal relationship alone is insufficient to create a fiduciary relationship. See
Lee, 286 S.W.3d at 15. For example, a familial relationship, while considered a factor,
does not by itself establish a fiduciary relationship. Tex. Bank & Tr. Co., 595 S.W.2d
at 508. Fiduciary relationships may arise when the parties have dealt with each other
in such a manner for a sufficient period of time that one party is justified in expecting
the other to act in her best interest. See Ins. Co. of N. Am. v. Morris, 981 S.W.2d 667,
674 (Tex. 1998).
17
2. Insufficient Evidence of a Fiduciary Duty
Senter contends that Darrell owed Mozelle a fiduciary duty because an informal
relationship of trust and confidence existed between them.8 In support of this claim,
he points us to the following facts that were presented at trial:
(1) Mozelle was then 91 years old.
(2) She was immobile, weak, and suffering from many serious illnesses.
(3) Darrell was one of her sons.
(4) His relationship with Mozelle had been good since 2014.
(5) In 2015, Darrell represented Mozelle in negotiations with pipeline
companies that sought easements on the Ranch.
(6) In so doing, Darrell had earned Mozelle’s trust and confidence.
(7) Darrell was taking care of the Ranch for Mozelle.
(8) Because of his relationship with Mozelle at that time and what he
was doing on her behalf, it was reasonable for Mozelle to put her trust
and confidence in him.
Although this evidence addressed Mozelle’s physical and mental condition, the
record is missing evidence of additional circumstances that demonstrate Darrell’s
relationship with Mozelle caused her to relax the care and vigilance that she would
have ordinarily exercised for her own protection. See R.R. St. & Co., Inc., 81 S.W.3d at
306. Moreover, Senter failed to present evidence that Mozelle’s trust in Darrell was
8
Senter does not assert that there was a formal fiduciary relationship between
Darrell and Mozelle.
18
justified; that she actually relied upon Darrell for moral, financial, or personal support
or guidance; or that they dealt with each other in such a manner that she expected him
to act in her best interest. See Trostle, 77 S.W.3d at 915. Mozelle may have trusted
Darrell to negotiate pipeline easements or perform work on the Ranch, but at best,
that evidence merely demonstrated subjective trust. See id. at 914. Likewise, the fact
that Darrell was one of Mozelle’s children and that he had a good relationship with
her does not—absent additional circumstances—give rise to a fiduciary duty. See Tex.
Bank & Tr. Co., 595 S.W.2d at 508. Here, the circumstantial evidence presented at
trial does not demonstrate that Mozelle was “accustomed to being guided by the
judgment or advice” of Darrell.9 See Thigpen, 363 S.W.2d at 253.
Viewing this evidence in a light most favorable to the judgment and indulging
every reasonable inference in its favor, it fails to show that an informal relationship of
trust and confidence existed between Mozelle and Darrell. Again, we note that the
formation of such a relationship is not created lightly. Schlumberger Tech. Corp.,
959 S.W.2d at 177. We conclude that Senter did not present legally sufficient
evidence to show that a relationship of trust and confidence had been established
between Mozelle and Darrell and that he owed her a fiduciary duty.
9
Contrary to his contention that a fiduciary relationship existed between Darrell
and Mozelle, in the part of Senter’s brief addressing the Disputed Deed, he argues
that “Laura was carrying the heavy burden of managing Mozelle’s healthcare; Darrell
was not. Laura was helping Mozelle with her finances; Darrell was not.”
19
Moreover, even if we were to presume that Darrell had owed a fiduciary duty
to Mozelle, there is likewise insufficient evidence of a breach. Senter asserts that
Darrell breached his duty to Mozell during her lifetime because he “deceived [her]
regarding his intent to claim ownership” of the Ranch.10 However, the record is
devoid of any evidence that Darrell made a material representation of fact to
Mozelle—much less, that it was false, that Darrell knew it was false, or that Mozelle
had relied upon it. See Hall v. Douglas, 380 S.W.3d 860, 870 (Tex. App.—Dallas 2012,
no pet.) (discussing the elements of fraud).
10
Senter also asserts that Darrell breached his fiduciary duty to Mozelle by
(1) recording the Disputed Deed and (2) selling 70 acres of the Ranch. We note that
both of these alleged breaches transpired well after Mozelle’s death. Essentially,
Senter contends that Darrell breached a duty to a deceased person.
Senter cites, however, no case finding a breach of fiduciary duty for actions
occurring after the principal died and no case where an agent has a fiduciary duty in
the absence of a fiduciary relationship. We are aware of no such case. Conversely,
there are many cases that hold that the fiduciary relationship between individuals ends
upon the death of the person to whom the fiduciary duty is owed. See Shearer v.
Shearer, No. 06-12-00096-CV, 2013 WL 3771409, at *8 (Tex. App.—Texarkana
July 16, 2013, no pet.) (mem. op.) (holding that agent owes no fiduciary duty to
administrator of estate of deceased principal); Pace v. McEwen, 574 S.W.2d 792, 797
(Tex. Civ. App.—El Paso 1978, writ ref’d n.r.e.); see also Malone v. Sewell, 168 S.W.3d
243, 251 (Tex. App.—Fort Worth 2005, pet denied) (holding therapist owes no
fiduciary duty to patient after their professional relationship ended); Kilpatrick v.
Kilpatrick, No. 02-12-00206-CV, 2013 WL 3874767, at *4 (Tex. App.—Fort Worth
July 25, 2013, no pet.) (mem. op.) (holding that after partnership ends, partners owe
no fiduciary duties to one another except duties related to winding up partnership);
Biesel v. Furrh, No. 05-94-01429-CV, 1995 WL 447532, at *3 (Tex. App.—Dallas 1995,
no pet.) (holding that lawyer owes no fiduciary duty to executor in negotiating
settlement of claims of and against deceased client).
20
Accordingly, we hold that the evidence is legally insufficient to support the trial
court’s judgment for breach of fiduciary duty because there is less than a scintilla of
evidence that Darrell had owed Mozelle a fiduciary duty. Accordingly, we sustain
Darrell’s fifth issue. Having sustained his fifth issue, we do not reach his sixth
through thirteen issues because those issues are wholly contingent upon the existence
of a fiduciary duty, and we have held that there is insufficient evidence to conclude
that such a duty existed. See Tex. R. App. P. 47.1.
IV. CONCLUSION
Having overruled Darrell’s first through fourth issues, we affirm that part of
the trial court’s judgment declaring the deed null and void and removing the cloud on
title to the Ranch. Having sustained Darrell’s fifth issue, we reverse that portion of
the trial court’s judgment regarding the breach of fiduciary duty—including the
awards of $257,151 as disgorgement of profit and $514,302 in exemplary damages—
and we render judgment that Senter take nothing on that claim.
/s/ Brian Walker
Brian Walker
Justice
Delivered: August 7, 2025
21
Continue your research in ChatGPT or Claude
Connect Omnilex to search the legal corpus from your AI assistant.