Henry Clay Heirs v. James A. Bouligny and Larry Sallee, as Independent of the Estate of Elsie Sallee ( 2009 )

NUMBER 13-08-00566-CV
COURT OF APPEALS
THIRTEENTH DISTRICT OF TEXAS
CORPUS CHRISTI - EDINBURG
HENRY CLAY HEIRS, Appellants,
v.
JAMES A. BOULIGNY AND LARRY
SALLEE, AS INDEPENDENT EXECUTOR
OF THE ESTATE OF ELSIE SALLEE, Appellees.
On appeal from the 130th District Court of Matagorda County, Texas.
MEMORANDUM OPINION
Before Chief Justice Valdez and Justices Garza and Vela
Memorandum Opinion by Justice Garza
Appellants, the Henry Clay Heirs (the “Clay Heirs”), appeal the 130th Judicial District
Court’s granting of a motion for summary judgment in favor of appellees, James A.
Bouligny and Larry Sallee, as Independent Executor of the Estate of Elsie Sallee. By five
issues, the Clay Heirs contend that the court erred in granting Bouligny and Sallee’s motion
for summary judgment premised on the doctrine of res judicata. We affirm.
I. BACKGROUND
The underlying dispute pertains to a fifty-acre tract of land located in Matagorda
County, Texas, also known as the Henry Clay Tract.1 In 1983, Mamie Clay Washington,
Pearlean Higgins, and others filed a trespass to try title suit—trial court cause number 84-
C-0849-C—against Bouligny and others in the 23rd Judicial District Court in Matagorda
County. Bouligny and the other defendants in trial court cause number 84-C-0849-C filed
a traditional motion for summary judgment, which the trial court granted on April 10, 1990.
In its summary judgment order, the 23rd Judicial District Court stated that:
Plaintiffs [the Clay Heirs] have been duly noticed and appeared in Court
represented by counsel of record.
Defendant, JAMES A. BOULIGNY, is ordered to be vested with full fee
simple title to the surface of the 50 acre tract of land out of the lower quarter
of League No. 31, Caney Surveys, known as the Freeman George Leagues
in Matagorda County, Texas, as said land is described and conveyed by
Deed from L. L. Duckett et al to James A. Bouligny et al, dated March 31,
1968 of record in Volume 561, Page 613 of the Matagorda County Deed
Records.
Defendants, L. L. DUCKETT, J. J. DUCKETT (now JESSE JAMES
DUCKETT, JR. and MARY JANE DUCKETT), and WILLIAM A CLINE, SR.
(now Wm. A. CLINE, JR.[,] PEGGY C. MARR, ROBERT C. CLINE and
CAROLYN CLINE)[,] are ordered vested with full fee simple title to the oil,
gas, and other minerals in and to the 50 acre tract of land out of the lower
quarter of League 31, Caney Surveys, known as the Freeman George
1
In its order granting Bouligny and Sallee’s m otion for sum m ary judgm ent, the trial court described
the Henry Clay Tract as follows:
All that certain tract of land out of the lower quarter of League No. 31, Caney Surveys and
known as the Freem an George League land, said tract of land containing Fifty (50) acres of
land and is bounded as follows:
Com m encing on the division line between m yself and the Mrs. Arm strong land, at
the W est corner of the tract of land sold by m e to George Harrison;
Thence S. 45 degrees E. five hundred and sixty-four varas;
Thence S. 45 degrees W . five hundred varas;
Thence N. 45 degrees W . five hundred sixty-four varas;
Thence N. 45 degrees E. five hundred varas, to the place of beginning . . . .
2
League, Matagorda County, Texas, as described and reserved in a Deed
from L. L. Duckett et al to James A. Bouligny et al, dated March 31, 1968 of
record in Volume 561, Page 613 of the Matagorda County Deed Records,
SUBJECT to whatever interests in said oil, gas and other minerals were
previous[ly] conveyed and were outstanding as of March 31, 1968 as shown
by the Matagorda County Deed Records.[2]
The trial court further stated that:
Plaintiffs, being all of the heirs of Henry Clay, Sr., deceased, as listed in
Plaintiffs’ Fourth Amended Petition[3] . . . are ordered divested of any and all
right, title or interest in and to said 50 acre tract of land out of the lower
quarter of League No. 31, Caney Surveys, known as the Freeman George
Leagues as described and conveyed in a Deed from L.L. Duckett et al[.] to
James A. Bouligny et al. dated March 21, 1968 of record in Volume 461,
2
The April 10, 1990 order contained a handwritten edit entered by the 23rd Judicial District Court
reflecting that the deed from L. L. Duckett to Jam es A. Bouligny was dated March 21, 1968. The court also
edited the volum e num ber to reflect that the deed was located in volum e 461 of the Matagorda County Deed
Records. However, the above m entioned recital from the order was not changed to reflect the previous edits.
3
The 23rd Judicial District Court listed the following individuals as heirs of Henry Clay, Sr.:
HENRY CLAY, SR., HEIRS OF HENRY CLAY SR., DECEASED, ROBERTA CLAY, HEIRS
OF ROBERTA CLAY, DECEASED, ELLA CLAY SIMMONS, HEIRS OF ELLA CLAY
SIMMONS, DECEASED, CARROLL CLAY, HEIRS OF CARROLL CLAY, DECEASED,
CLIFTON CLAY, HEIRS OF CLFITON [sic] CLAY, DECEASED, EDDIE CLAY, HEIRS OF
EDDIE CLAY, DECEASED, LETHA CLAY HOBBS, HEIRS OF LETHA CLAY HOBBS,
DECEASED, MAGGIE CLAY, HEIRS OF MAGGIE CLAY, DECEASED, MARTHA CLAY,
HEIRS OF MARTHA CLAY, DECEASED, GILES CLAY, HEIRS OF GILES CLAY,
DECEASED, MARY CLAY, HEIRS OF MARY CLAY, DECEASED, LUCY CLAY, HEIRS OF
LUCY CLAY, DECEASED, MELBE LEE FREEMAN, NATHAN CLAY, HEIRS OF NATHAN
CLAY, DECEASED, NATHAN CLAY, JR., HENRY CLAY, JR., H EIRS OF HENRY CLAY,
JR., JASPER CLAY, OSCAR CLAY, B.G. CLAY, SEARS CLAY, HEIRS OF SEARS CLAY,
DECEASED, PEARLEE [sic] CLAY HIGGINS, FRAZIER CLAY, LEOLA CLAY CHESTER,
EDW ARD JAMES CLAY, RUBY V. W ATSON, HEIRS OF RUBY V. W ATSON, DECEASED,
ROSALEE CLAY CASEY, Q UEEN ESTHER CLAY ROY, CLIFTON CLAY, DOROTHY
CLAY, FLORA D EAN CLAY HERNDON, GERTRUDE CLAY CHAVIS, CHARLIE CLAY,
HEIRS OF CHARLIE CLAY, DECEASED, ALONIA CLAY, DAVID CLAY, HUBERT CLAY,
IRA CLAY, MAGGIE CLAY DENSON, IRA JEAN CLAY ELLISON, ANNE CLAY JACKSON,
MAGNOLIA CLAY HUNTER, MAMIE CLAY W ASGHINGTON [sic], A.C. CLAY, CEOLIA
CLAY, HENRY CLAY, JR., H EIRS OF HENRY CLAY, JR., DECEASED, MARY CLAY
THOMAPSON [sic]; DORIS LEE CLAY; IRA CLAY; HUBERT CLAY, HARTFIELD, OSCAR
CLAY, HEIRS OF OSCAR CLAY, DECEASED, CLERONIA MORGAN CLAY, REE FRASIER
SEARS CLAY, B.T. CLAY, MAMIE CLAY W ASHINGTO N, HEIRS OF MAMIE CLAY
W ASHINGTON, DECEASED, EUGEN W ASHINGTON, RUBY W ASHINGTON JAMES,
W ILMA W ASHINGTON W ATKINS, SAMUEL CLAY, IDA MAE CLAY, CLAYTON DEAN
CLAY, MARY ELIZABETH CLAY, IRA CLAY, JR., VANILLA CLAY SCROGGINS, DOUGLAS
CLAY, HUBERT CLAY, JR., BERNICE CLAY . . . .
(Em phasis added.) The Clay Heirs, in their live pleading, identified them selves as the heirs of Henry Clay and
Lucy Clay.
3
Page 613 of the Matagorda County Deed Records.
(Emphasis added.) The plaintiffs in trial court cause number 84-C-0849-C did not file a
motion for new trial, a bill of review, or an appeal with respect to the 23rd Judicial District
Court‘s April 10, 1990 order.
On May 7, 2003, Bouligny and Elsie Sallee filed an original petition in the 130th
Judicial District Court of Matagorda County, alleging that they had adversely possessed
approximately 200 acres of land from Mac C. Milner, Jr., Marlin D. Milner, and others,
including the Clay Heirs. The 200 acres in dispute included parts of three tracts of land
owned by three different families: (1) the Simmons 100-acre tract, known as the Berry
Simmons Tract; (2) the Clay family fifty-acre tract, known as the Henry Clay Tract; and (3)
the Harrison family fifty-acre tract, known as the George Harrison Tract. Bouligny and
Sallee served the Simmons, Clay, and Harrison heirs by publication.4
The Clay Heirs filed an original answer and later filed cross-actions against Bouligny
and Sallee seeking to recover possession of the land in dispute.5 Bouligny and Sallee
subsequently filed a motion to nonsuit all of their claims in their adverse possession
lawsuit. The 130th Judicial District Court granted Bouligny and Sallee’s motion for nonsuit
on September 22, 2004. Thereafter, the court severed the cross-actions of the Clay Heirs
and assigned the dispute a new trial court cause number—03-E-0287-C-A.
On October 4, 2004, Chris Williams, on behalf of several parties, filed an original
4
Trial counsel for Bouligny and Sallee executed an affidavit in support of substituted service by
publication stating that: “A m ajority of the Defendants are presum ed to be deceased. In addition, the
whereabouts of any heirs are also unknown to m e and Plaintiffs. Attem pts to locate the Defendants or their
heirs by using directories have failed.” Am ong the things attached to the affidavit was a list of 116 individuals
that he had discovered were m em bers of the Clay fam ily and, therefore, heirs to the land in dispute.
5
The Sim m ons heirs and the Harrison heirs also filed cross-actions against Bouligny and Sallee.
However, neither the Sim m ons heirs nor the Harrison heirs are parties to this appeal.
4
petition in intervention, asserting cross-actions to quiet title to the disputed land, for
damages for desecration of a cemetery located on the Henry Clay Tract, for accounting
and reimbursement for oil and gas royalties received, and for continuing fraud damages.6
Bouligny and Sallee responded to the Clay Heirs’ cross-actions and the Williams cross-
actions by filing a traditional motion for summary judgment, asserting the affirmative
defense of res judicata.7 Specifically, Bouligny and Sallee contended that the 23rd Judicial
District Court’s April 10, 1990 order vested fee simple title in the Henry Clay Tract in
Bouligny and that the Clay Heir’s cross-actions were an impermissible attempt to void that
order.
The Clay Heirs filed a response to Bouligny and Sallee’s motion for summary
judgment, alleging, among other things, that: (1) a question of fact remains as to
possession of the land in dispute because of the location of the Clay family cemetery and
as to whether they were in continuous possession of the land; (2) they did not receive
proper notice in trial court cause number 84-C-0849-C; (3) they were Bouligny’s cotenants;
and (4) the April 10, 1990 order is void because all proper parties were not served,
Pearlean Higgins and Mamie Clay Washington misrepresented to the 23rd Judicial District
Court that they represented all of the Clay Heirs, the deeds relied upon by Bouligny and
6
In his original petition in intervention, Chris W illiam s identified him self as a Clay heir and stated that
he was filing suit on behalf of the following individuals:
Louis Herndon, Jarvis Herndon Tim es, Rhonda Herndon, Arvin Herndon, Sheryl Herndon
Ashton, Carolyn Herndon, Linda Herndon Godley, Oliver Johnson, Jr., Rosa Lee Clay Casey,
Frasier Sear Clay, Jr., Clifton Clay, and Geneva Jones (the heirs of Henry Clay and son Sear
Clay) AND Lowell W ayne Roy, Stella Kay Byrd, Clevona “Roy” Adam s, Thurm an Roy, Pam
Roy, Rene Roy, Gladys Fay “Roy” W ilson, Carl Lee Roy, Sr., Evangela Roy, Jam es Roy,
Helen Pinkston, Myrtle Hudgins, Donnell Roy, Ethel Clay, Cleveland O. Roy, Helen Pinkston,
Em m agene Clay Ellison, Maggie Clay Denison, Darlene Roy Marshall, Jeaniece Roy Harris,
Johnnie Mae Davis, Vanilla C. Scroggins, [and] Bernice Clay Johnson . . . .
7
W e collectively refer to the Clay Heirs and the parties listed in the W illiam s plea in intervention as
the Clay Heirs.
5
others in the original trespass to try title suit were deficient, and the 23rd Judicial District
Court did not have the authority to divest the Clay Heirs of right and title to the property.
The 130th Judicial District Court granted the motion for summary judgment filed by
Bouligny and Sallee on August 4, 2008. The Clay Heirs filed a motion for new trial on
August 26, 2008, which was denied on September 9, 2008. This appeal followed.
II. STANDARD OF REVIEW
The function of summary judgment is to eliminate patently unmeritorious claims and
defenses, not to deprive litigants of the right to a trial by jury. Tex. Dep't of Parks & Wildlife
v. Miranda, 133 S.W.3d 217, 228 (Tex. 2004); Alaniz v. Hoyt, 105 S.W.3d 330, 345 (Tex.
App.–Corpus Christi 2003, no pet.). We review a trial court's grant or denial of a traditional
motion for summary judgment under a de novo standard of review. Creditwatch, Inc. v.
Jackson, 157 S.W.3d 814, 816 n.7 (Tex. 2005) (citing Schneider Nat'l Carriers, Inc. v.
Bates, 147 S.W.3d 264, 290 n.137 (Tex. 2004)); Alaniz, 105 S.W.3d at 345.
To obtain relief via a traditional motion for summary judgment, the movant must
establish that no material fact issue exists and that it is entitled to judgment as a matter of
law. TEX . R. CIV. P. 166a(c); Sw. Elec. Power Co. v. Grant, 73 S.W.3d 211, 215 (Tex.
2002); Mowbray v. Avery, 76 S.W.3d 663, 690 (Tex. App.–Corpus Christi 2002, pet.
denied). After the movant produces evidence sufficient to show it is entitled to summary
judgment, the non-movant must then present evidence raising a fact issue. See Walker
v. Harris, 924 S.W.2d 375, 377 (Tex. 1996). In deciding whether there is a disputed fact
issue that precludes summary judgment, evidence favorable to the non-movant will be
taken as true. Am. Tobacco Co. v. Grinnell, 951 S.W.2d 420, 425 (Tex. 1997) (citing Nixon
v. Mr. Prop. Mgmt. Co., 690 S.W.2d 546, 548-49 (Tex. 1985)). Evidence favorable to the
6
movant, however, will not be considered unless it is uncontroverted. Great Am. Reserve
Ins. Co. v. San Antonio Plumbing Supply Co., 391 S.W.2d 41, 47 (Tex. 1965). Moreover,
every reasonable inference must be indulged in favor of the non-movant and any doubts
resolved in its favor. Grinnell, 951 S.W.2d at 425 (citing Nixon, 690 S.W.2d at 549).
III. ANALYSIS
On appeal, the Clay Heirs assert that the April 10, 1990 order is void because: (1)
it contained an inadequate description of the land in dispute; (2) the 130th Judicial District
Court’s description of the land varied from the description in the April 10, 1990 order; (3)
several Clay Heirs were allegedly unserved, and these individuals were indispensable
parties in trial court cause number 84-C-0849-C; (4) an attorney ad litem was allegedly not
appointed to represent the served and unserved Clay Heirs in trial court cause number 84-
C-0849-C; and (5) the Clay Heirs and Bouligny were cotenants. Bouligny and Sallee argue
that they proved each and every element of the affirmative defense of res judicata as a
matter of law, thus entitling them to summary judgment. They further argue that the Clay
Heirs’ claims constitute an impermissible collateral attack on the April 10, 1990 order.
A. Res Judicata
Because res judicata is an affirmative defense, see TEX R. CIV. P. 94, we must
determine whether Bouligny and Sallee met their burden of establishing that they were
entitled to judgment as a matter of law by affirmatively establishing each element. See id.
at R. 166a(c); Sw. Elec. Power Co., 73 S.W.3d at 215. Res judicata precludes claims by
parties on matters actually litigated in a previous suit, as well as “causes of action and
defenses which arise out of the same subject matter and which might have been litigated
in the first suit.” Barr v. Resolution Trust Corp., 837 S.W.2d 627, 630 (Tex. 1992) (quoting
7
Tex. Water Rights Comm’n v. Crow Iron Works, 582 S.W.2d 768, 771-72 (Tex. 1979)).
The party claiming res judicata must establish the following: (1) a prior and final judgment
on the merits by a court of competent jurisdiction; (2) identity of the parties or those in
privity with them; and (3) a second action based on the same claims as were raised or
could have been raised in the first action. Amstadt v. U.S. Brass Corp., 919 S.W.2d 644,
652 (Tex. 1996).
B. Prior and Final Judgment on the Merits by a Court of Competent Jurisdiction
In their traditional motion for summary judgment, Bouligny and Sallee assert that the
23rd Judicial District Court in Matagorda County was a court of competent jurisdiction
because the land in dispute was located in Matagorda County. See TEX . PROP. CODE ANN .
§ 15.011 (Vernon 2002) (stating that actions involving the recovery of real property or to
remove encumbrances from the title to real property must be brought in the county in which
the property is located). They attached several deeds pertaining to the transfer of the land
in dispute and a copy of a survey detailing the boundaries of the land in dispute, both of
which indicated that the land was located in Matagorda County. We find that, because the
land in dispute is located in Matagorda County, the 23rd Judicial District Court had
jurisdiction over the land in dispute. See id. Bouligny and Sallee also attached copies of
the April 10, 1990 order, the Clay Heirs’ live pleading filed on December 13, 2006, and the
Williams plea in intervention filed on October 4, 2004. The April 10, 1990 order predates
both the Clay Heirs’ live pleading and the Williams plea in intervention in this matter, and
it is undisputed that it is a final judgment. Accordingly, the first prong of res judicata is
satisfied. See Amstadt, 919 S.W.2d at 652.
C. Identity of the Parties
8
Generally, parties are not bound by a judgment in a suit to which they were not
parties. See id. at 652 (citing TEX . CIV. PRAC . & REM . CODE ANN . § 37.006(a)). The doctrine
of res judicata creates an exception to this rule by prohibiting a second suit arising out of
the same subject matter on an earlier suit by those in privity with the parties to the original
suit. See id. (citing Crow Iron Works, 582 S.W.2d at 771-72). The purposes of this
exception are to ensure that a “defendant is not twice vexed for the same acts, and to
achieve judicial economy by precluding those who have had a fair trial from relitigating
claims.” Id. (citing Benson v. Wanda Petroleum Co., 468 S.W.2d 361, 363 (Tex. 1971)).
Parties can be in privity in at least three ways: “(1) they can control an action even
if they are not parties to it; (2) their interests can be represented by a party to the action;
or (3) they can be successors in interest, deriving their claims through a party to the prior
action.” Id. (citing Getty Oil Co. v. Ins. Co. of N. Am., 845 S.W.2d 794, 800 (Tex. 1992);
Benson, 468 S.W.2d at 363). To determine whether subsequent plaintiffs are in privity with
prior plaintiffs, we must examine the interests the parties shared. Id. (citing Tex. Real
Estate Comm’n v. Nagle, 767 S.W.2d 691, 694 (Tex. 1989)). “Privity exists if the parties
share an identity of interests in the basic legal right that is the subject of litigation.” Id. Res
judicata bars a second lawsuit even if the second plaintiffs do not allege causes of action
identical to those asserted by the first plaintiffs. Id.
In his motion for summary judgment, Bouligny referenced the April 10, 1990 order
which stated that “all of the heirs of Henry Clay, Sr.” were “ordered divested of any and all
right, title or interest in and to said 50 acres tract of land . . . ” and established that the Clay
Heirs were in privity with the original plaintiffs as successors in interest. See id.
“‘All persons are privy to a judgment whose succession to the rights of property
9
therein adjudicated are derived through or under one or the other of the parties to the
action, and which accrued subsequent to the commencement of the action.’” Id. (quoting
Kirby Lumber Corp. v. S. Lumber Co., 145 Tex. 151, 196 S.W.2d 387, 388 (1946); Cain
v. Balcom, 130 Tex. 497, 109 S.W.2d 1044, 1046 (1937)). As a matter of law, the Clay
Heirs were in privity with the original plaintiffs because they would have succeeded to the
property rights of “the heirs of Henry Clay, Sr.” had the 23rd Judicial District Court not
divested them of those rights. See id. (“‘Privity, in this connection, means the mutual or
successive relationship to the same rights of property.’”) (quoting Kirby Lumber Corp., 196
S.W.2d at 388)). Moreover, as the supreme court held in Crow Iron Works, “one acquiring
an interest in the property involved in a lawsuit takes the interest subject to the parties’
rights as finally determined by the court.” 582 S.W.2d at 771. Accordingly, the second
prong of res judicata is satisfied. See Amstadt, 919 S.W.2d at 652.
D. The Character of the Claims Raised in the Second Lawsuit
In determining whether res judicata bars a subsequent lawsuit, Texas follows the
“transactional” approach of the Restatement (Second) of Judgments section 24. Barr, 837
S.W.2d at 631; see RESTATEMENT (SECOND ) OF JUDGMENTS § 24 (1982). The transactional
approach “provides that a final judgment on an action extinguishes the right to bring suit
on the transaction, or series of connected transactions, out of which the action arose.”
Barr, 837 S.W.2d at 631 (citing RESTATEMENT (SECOND ) OF JUDGMENTS § 24(1)). A
“‘transaction or series of connected transactions’ connotes a natural grouping or common
nucleus of operative facts.” RESTATEMENT (SECOND ) OF JUDGMENTS § 24 cmt. b. In
deciding whether a common nucleus of operative facts exists, we look to the factual
predicate of the claims asserted and not the legal theory claimed by the plaintiff. Collins
10
v. City of Corpus Christi, 188 S.W.3d 415, 424 (Tex. App.–Corpus Christi 2006, no pet.).
We determine whether a transaction or series of transactions exist by “pragmatically,
‘giving weight to such considerations as whether the facts are related in time, space, origin,
or motivation, whether they form a convenient trial unit, and whether their treatment as a
trial unit conforms to the parties’ expectations or business understanding or usage.’” Barr,
837 S.W.2d at 631 (quoting RESTATEMENT (SECOND ) OF JUDGMENTS § 24(2)). “A
determination of what constitutes the subject matter of a suit necessarily requires an
examination of the factual basis of the claim or claims in the prior litigation.” Id. at 630.
In their motion for summary judgment, Bouligny and Sallee alleged that the Clay
Heirs’ claims in the instant matter involve the same facts as those asserted in the original
1983 action. In support of this contention, Bouligny executed an affidavit stating the
following:
I was a Defendant in Cause No. 84-C-0849-C styled Mamie Clay
Washington and Pearlean Higgins, et al[.] v. Reuben W. Polk, et al[.] in the
23rd Judicial District Court of Matagorda County, Texas wherein the Court’s
judgment entered on March 26, 1990[8] ordered that all of the heirs of Henry
Clay, Sr. were divested of any right, title or interest in and to a 50 acre tract
of land out of the lower quarter of League No. 31, Caney Surveys, known as
the Freeman George League, Matagorda County, Texas (hereinafter referred
to as the “1990 judgment”). . . . I am a Plaintiff/Cross-Defendant in the
above-referenced cause of action involving, in part, a 50 acre tract of land
referred to as the Henry Clay 50 Acre Tract. This 50 acre tract of land is the
same 50 acre tract of land described in the 1990 judgment.
See TEX . R. CIV. P. 166a(c); Haynes v. City of Beaumont, 35 S.W.3d 166, 178 (Tex.
App.–Texarkana 2000, no pet.) (noting that an affidavit that is clear, positive, direct,
credible, free from contradiction, and could have been readily controverted can serve as
8
The April 10, 1990 order states that on March 26, 1990, the 23rd Judicial District Court heard
argum ents on the original m otion for sum m ary judgm ent. The record indicates that the order was signed on
April 10, 1990. Regardless, it is clear that Bouligny, in his affidavit, is referencing the April 10, 1990 order on
the original m otion for sum m ary judgm ent.
11
competent summary judgment proof); see also Galvan v. Pub. Utils. Bd., 778 S.W.2d 580,
583 (Tex. Civ. App.–Corpus Christi 1989, no writ) (holding that an uncontroverted affidavit
of an interested party will support a summary judgment in the absence of a controverting
affidavit). In their live pleadings, both the Clay Heirs and the Williams parties requested
that the 130th Judicial District Court declare the April 10, 1990 order void, award them
ownership of the Henry Clay Tract, and award them damages for oil and gas royalties they
did not receive and for desecration of a cemetery located on the property as a result of
Bouligny’s occupation of the land.
Applying the transactional approach to res judicata, which requires any cause of
action arising out of the same facts to be litigated in the same lawsuit if practicable, Barr,
837 S.W.2d at 630-31, we conclude that the present allegations merely assert new
theories based on the same nucleus of operative facts—ownership of the Henry Clay
Tract—previously considered by the 23rd Judicial District Court. See Barr, 837 S.W.2d at
631; see also Collins, 188 S.W.3d at 424. Furthermore, after examining the factual basis
of the claims “pragmatically, ‘giving weight to such consideration as whether the facts are
related in time, space, origin, or motivation, whether they form a convenient trial unit, and
whether their treatment as a trial unit conforms to the parties’ expectations or business
understanding or usage,’” we conclude that the two actions constitute the same cause of
action for res judicata purposes. See Barr, 837 S.W.2d at 631.
Because Bouligny and Sallee have established their affirmative defense of res
judicata, and because the Clay Heirs have not raised an issue of material fact, Bouligny
and Sallee are entitled to summary judgment as a matter of law on that basis. See TEX .
R. CIV. P. 166a(c); Sw. Elec. Power Co., 73 S.W.3d at 215; Mowbray, 76 S.W.3d at 690.
12
Therefore, the trial court did not err in granting summary judgment based on res judicata
in favor of Bouligny and Sallee. Accordingly, we overrule all of the Clay Heirs’ issues on
appeal.9
IV. CONCLUSION
We affirm the judgment of the trial court.
DORI CONTRERAS GARZA,
Justice
Memorandum Opinion delivered and
filed this the 26th day of March, 2009.
9
In light of our disposition, we need not address the m erits of the Clay H eirs’ issues. See Barr v.
Resolution Trust Corp., 837 S.W .2d 627, 628 (Tex. 1992) (“Res judicata, or claim s preclusion, prevents the
relitigation of a claim or cause of action that has been finally adjudicated, as well as related m atters that, with
the use of diligence, should have been litigated in the prior suit.”); see also T EX . R. A PP . P. 47.1.
13