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VALDEZ v. HOLLENBECK

No. 13-0709.

465 S.W.3d 217 (2015)

Robert VALDEZ, Individually and as Administrator of the Estate of Pierre V. Bernard, Deceased, and Fidelity and Casualty Company of New York, Petitioners, v. David HOLLENBECK, Individually and as Successor Administrator of the Estate of Pierre V. Bernard, Deceased, Will Frances Baron, John Bernard Baron, Bernard Rae Bernard Box, Daryl Bernard, Marcus Bernard, Barbara Streff Grachek, Pam Streff Myers, Steve Streff, Scott Streff, Yvonne Baron Fischer, Elizabeth Lamar, Kelly Lamar Loeffelholz, Jeanne Mary Lamar, John Lamar, David Lamar, Greg Lamar, Chris Lamar, Eric Lamar, Robert Rogers, Dana Rogers, John Rogers, Individually, and Dana Rogers and Sherrie Grogan, in their capacity as Joint Independent Executrix of the Estate of Charles Rogers, Deceased, Respondents.

Supreme Court of Texas.

OPINION DELIVERED: June 12, 2015.

Attorney(s) appearing for the Case

Nancy Hesse Hamren , Coats Rose Yale Ryman & Lee, P.C., 9 Greenway Plaza, Suite 1100, Houston TX 77046, (713) 653-7362, (713) 651-0220, [email protected] (Primary), for Petitioner Fidelity and Casualty Company of New York.

John D. Wennermark , Law Offices of John D. Wennermark, 1924 N Main Ave, San Antonio TX 78212- 3942, (210) 226-626, (210) 225-135, [email protected] (Primary), for Petitioner Robert Valdez.

Beth Elaine Watkins , [email protected] (Primary), Shannon Kathleen Dunn , [email protected] (Primary), Law Office of Beth Watkins, 926 Chulie Drive, San Antonio TX 78216, (210) 225-6666, (210) 225-2300, Vick Putman , Putman & Putman, Inc., Tower Life Bldg-28th Floor, 310 S Saint Marys St, San Antonio TX 78205-3172, (210) 226-022, [email protected] (Primary), for Respondent David Hollenbeck, et al.

For more than a decade, a rogue probate clerk looted millions of dollars from the estates of Bexar County residents who had died intestate. Discovery of the crime spree generated a number of civil disputes, including this case, which involves an intestate estate defrauded of more than half a million...

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