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Monk v. Pomberg

Court of Appeals of Texas, First District, Houston
Mar 29, 2007
263 S.W.3d 199 (Tex. App. 2007)

Summary

holding that evidence supported an inconvenient forum finding where the child lived, had extensive family connections, attended school, participated in extracurricular activities, and received psychiatric treatment in Iowa

Summary of this case from In re Minschke

Opinion

No. 01-05-00429-CV.

March 29, 2007.

Appeal from the 245th District Court, Harris County, Annette Galik, J.

Joseph Daniel Monk, Cypress, TX, pro se.

Sandra D. Hachem, Sr. Asst. Co. Atty., Shawn Casey, Shawn Casey Associates, Houston, TX, for Appellee.

Panel consists of Justices TAFT, ALCALA, and HANKS.



OPINION


Appellant, Joseph Daniel Monk, has filed a motion for rehearing of our opinion issued February 8, 2007. After due consideration, we deny his motion for rehearing, but withdraw our opinion of February 8, 2007, and issue the following opinion in its stead. Our judgment of the same day remains unchanged.

Appellant, Joseph Daniel Monk, appeals a declaratory judgment in favor of appellee Lisa Jo Pomberg, Joseph's ex-wife, in which the trial court ordered that it was declining jurisdiction on matters addressing conservatorship of the child and deferring jurisdiction to the State of Iowa, where Lisa and her child reside. See TEX. FAM. CODE ANN. § 152.207 (Vernon 2002) ("A court of this state . . . may decline to exercise its jurisdiction" in suit affecting parent-child relationship). Joseph also appeals the trial court's award of attorney's fees relating to Lisa's declaratory judgment action. In six issues, Joseph contends that (1) the trial court did not have subject matter jurisdiction; (2) Lisa had no standing to bring the action; (3) the judgment serves "no useful purpose"; (4) the trial court erred by determining the home state of the child when there was no pending suit affecting the parent-child relationship; (5) the trial court incorrectly found that substantial evidence was no longer available in Texas concerning the child's personal relationships; and (6) the trial court's award of attorney's fees incorrectly included "expenses."

The former Mrs. Monk married John Lloyd Pomberg in December 2003.

We conclude that the trial court had jurisdiction to enter a declaratory judgment, that the evidence is factually sufficient to support the trial court's judgment and that Monk did not preserve his attorney's fees complaint for appeal. We further conclude that although there is a variance between the trial court's findings and its order declining jurisdiction, we have sufficient information to reform the judgment to accurately reflect the court's findings. We modify the trial court's judgment and affirm it as modified. See TEX.R.APP. P. 43.2(b).

Background

Lisa Pomberg left her husband Joseph Monk in Texas and moved to Iowa with their son in January 2002. The two divorced a few months later. Their child has attended first through fourth grade in Iowa; he participates in Boy Scouts, sports, and religious education in Iowa; and he receives psychological care in Iowa. In addition, Lisa is employed in Iowa and her parents and a number of other relatives live there. Joseph remains in Texas, and his son visits for several weeks each summer. The 245th District Court presided over the 2002 divorce and custody order.

In November 2003, Joseph filed a lawsuit in the 245th District Court to modify terms of the conservatorship of the child. The court's order "stayed" the motions that were filed by Joseph, declined jurisdiction, and deferred jurisdiction to the State of Iowa. Further, the trial court found that Texas was an inconvenient forum for the litigation; that substantial evidence is no longer available in Texas concerning the child's care, protection, training, and personal relationships; and that Iowa is a more appropriate forum for the litigation. The trial court also found that the child and the child's mother have lived in Iowa since January 2002, Iowa is the child's home state, and that neither the child nor his mother have a significant connection with Texas.

More specifically, the trial court's order states, in pertinent part, that it finds that:

1. neither the child, nor the child and one parent, nor the child and a person acting as a parent, have a significant connection with this state and that substantial evidence is no longer available in this state concerning the child's care, protection, training, and person[al] relationships;

2. the child and the child's mother have lived in the State of Iowa since January of 2002 and the State of Iowa is the child's home state; and

3. the relief requested by JOSEPH DANIEL MONK in his Motion for Enforcement Orders for Medical Child Support and Conservatorship and Application for Protective Order addresses the terms and conditions of rights, powers, and duties of conservatorship of the child and additionally finds that, pursuant to Section 152.207, Texas Family Code, Texas is an inconvenient forum to rule on JOSEPH DANIEL MONK'S Motion for Enforcement Orders under the circumstances in this case as Respondent and the minor child and necessary witnesses reside in the State of Iowa, and Iowa is a more appropriate forum for this determination.

About two months later, in January 2004, Joseph filed a voluntary petition under Chapter 13 of the Bankruptcy Code in the Houston Division of the United States bankruptcy court for the Southern District of Texas. The bankruptcy court concluded that the filing for bankruptcy by Joseph automatically stayed legal proceedings against him, including any suit affecting the parent-child relationship.

Lisa filed a petition in May 2004 for termination of Joseph's parental rights in district court in Iowa. She alleged that Joseph had failed to pay court-ordered child support. Concerned that the petition in Iowa might have been in violation of the stay, Lisa dismissed the petition pending in the Iowa court.

Lisa then filed a motion with the bankruptcy court that requested that the automatic stay be lifted so that she could pursue the petition to terminate Joseph's parental rights. The bankruptcy court in July 2004 lifted its stay to permit Lisa to commence an action in the court that entered the divorce decree for that court to hear Lisa's petition to seek termination of the parent-child relationship, or for that court to refer the matter to another forum after it conducted a hearing.

In accordance with the bankruptcy court's order, Lisa filed suit in October 2004 in the court in which the decree of divorce was entered, the 245th District Court. Her original petition for declaratory relief requested "that the Court enter a declaratory judgment providing that Iowa is the Home State of the child, and that LISA JO POMBERG's petition to terminate the parental rights of JOSEPH DANIEL MONK would not be properly commenced in Harris County, Texas, and that Iowa is the proper jurisdiction and a convenient forum to hear such termination proceeding[.]" The petition asserted that circumstances have not changed since the trial court declined jurisdiction in its November 2003 order. The petition also requested attorney's fees.

The trial court granted declaratory judgment in favor of Lisa. The trial court found that (1) Iowa was the home state of Lisa and Joseph's child; (2) Iowa was "the proper jurisdiction to address conservatorship of the child, including, but not limited to the filing of a suit to terminate the parent-child relationship"; (3) Texas was "an inconvenient forum to rule on matters addressing conservatorship of the child, including but not limited to a suit to terminate the parent-child relationship"; and (4) circumstances had not changed since November 2003. The trial court declined jurisdiction "in the above-styled and numbered cause" and deferred jurisdiction to the State of Iowa. The trial court's order awarded $5989.13 "as attorney's fees, expenses, and costs" plus attorney's fees contingent on appeals to this Court and to the supreme court. Upon Joseph's request, the trial court entered findings of fact and conclusions of law supporting its ruling.

Jurisdiction in a Declaratory Judgment Action

In his first two issues, Joseph contends that the trial court did not have subject matter jurisdiction to order the declaratory judgment and that Lisa did not have standing to pursue the action. Joseph asserts that Lisa's petition for declaratory judgment does not constitute a motion to raise the issue of inconvenient forum under the Family Code. Joseph also contends that the trial court had continuing jurisdiction over suits affecting the parent-child relationship, but that no such suit was pending, and therefore the court lacked jurisdiction over the declaratory judgment action.

A. Subject Matter Jurisdiction

Subject matter jurisdiction may be raised for the first time on appeal either by the parties or by the court of appeals. Univ. of Tex. Sw. Med. Ctr. at Dallas v. Loutzenhiser, 140 S.W.3d 351, 358 (Tex. 2004). Subject matter jurisdiction is a question of law, which we review de novo. See May hew v. Town of Sunnyvale, 964 S.W.2d 922, 928 (Tex. 1998).

Whether a court has subject matter jurisdiction in a declaratory judgment action depends on whether the underlying controversy is within the jurisdiction of the court; the Declaratory Judgment Act does not confer additional jurisdiction upon courts. Fort Bend County v. Martin-Simon, 177 S.W.3d 479, 483 (Tex.App.-Houston [1st Dist.] 2005, no pet.) (citing Rush v. Barrios, 56 S.W.3d 88, 105 (Tex.App.-Houston [14th Dist.] 2001, pet. denied)). Standing is a component of subject matter jurisdiction. See Tex. Ass'n of Bus. v. Tex. Air Control Bd., 852 S.W.2d 440, 445-46 (Tex. 1993). "The general test for standing in Texas requires that there `(a) shall be a real controversy between the parties, which (b) will be actually determined by the judicial declaration sought.'" Id. at 446 (citing Bd. of Water Eng'rs v. City of San Antonio, 155 Tex. Ill, 283 S.W.2d 722, 724 (1955)). We consider standing under the same standard by which we review subject matter jurisdiction generally. See Tex. Ass'n of Bus., 852 S.W.2d at 446. "That standard requires the pleader to allege facts that affirmatively demonstrate the court's jurisdiction to hear the cause." Id.

B. The Uniform Declaratory Judgment Act

The purpose of a declaratory judgment action is to establish existing "rights, status, and other legal relations whether further relief is claimed or could be claimed." TEX. CIV. PRAC. REM. CODE ANN. § 37.003(a) (Vernon 1997); see also Bonham State Bank v. Beadle, 907 S.W.2d 465, 467 (Tex. 1995); Martin-Simon, 177 S.W.3d at 482. The Uniform Declaratory Judgments Act provides that it is to "be liberally construed and administered" to fulfill its purpose "to settle and to afford relief from uncertainty and insecurity with respect to rights, status, and other legal relations." See TEX. CIV. PRAC. REM. CODE ANN. § 37.002(b) (Vernon 1997). The court issuing the declaratory judgment must act "within its jurisdiction" to "declare rights, status, and other legal relations whether or not further relief is or could be claimed." See id. § 37.003(a) (Vernon 1997). The declaratory judgment may be "either affirmative or negative in form and effect." See id. § 37.003(b). The subject matter of a declaratory judgment action includes a "declaration of rights, status, or other legal relations" of any question of construction or validity arising under a statute when the person's "rights, status, or other legal relations are affected by [the] statute." See id. § 37.004(a) (Vernon 1997).

The Uniform Declaratory Judgment Act provides, in pertinent part:

§ 37.002. Short Title, Construction, Interpretation

(b) This chapter is remedial; its purpose is to settle and to afford relief from uncertainty and insecurity with respect to rights, status, and other legal relations; and it is to be liberally construed and administered.

§ 37.003. Power of Courts to Render Judgment; Form and Effect

(a) A court of record within its jurisdiction has power to declare rights, status, and other legal relations whether or not further relief is or could be claimed. . . .

(b) The declaration may be either affirmative or negative in form and effect, and the declaration has the force and effect of a final judgment or decree.

§ 37.004. Subject Matter of Relief

(a) A person interested under a deed, will, written contract, or other writings constituting a writing or whose rights, status, or other legal relations are affected by a statute, municipal ordinance, contract, or franchise may have determined any question of construction or validity arising under the instrument, statute, ordinance, contract, or franchise and obtain a declaration of rights, status, or other legal relations thereunder.

§ 37.006. Parties

(a) When declaratory relief is sought, all persons who have or claim any interest that would be affected by the declaration must be made parties. . . .

Uniform Declaratory Judgments Act, TEX. CIV. PRAC. REM. CODE ANN. §§ 37.002-37.004, 37.006 (Vernon 1997).

C. The Texas Family Code

Lisa sought a declaration of her rights under the Uniform Child Custody Jurisdiction and Enforcement Act (UCCJEA), specifically section 152.207 of the Family Code. See TEX. FAM. CODE ANN. § 152.207. The UCCJEA provides that a court in Texas that has jurisdiction to make a child custody determination may, at any time, decline to exercise its jurisdiction if it determines that it is an inconvenient forum under the circumstances and that a court of another state is a more appropriate forum. Id. § 152.207(a). "The issue of inconvenient forum may be raised upon motion of a party, the court's own motion, or request of another court." Id.

The Uniform Child Custody Jurisdiction and Enforcement Act states,

§ 152.207. Inconvenient Forum

(a) A court of this state which has jurisdiction under this chapter to make a child custody determination may decline to exercise its jurisdiction at any time if it determines that it is an inconvenient forum under the circumstances and that a court of another state is a more appropriate forum. The issue of inconvenient forum may be raised upon motion of a party, the court's own motion, or request of another court. TEX. FAM. CODE ANN. § 152.207(a) (Vernon 2002).

D. No Motions Asserted the Issue of Inconvenient Forum

In his second issue, Joseph asserts that Lisa's petition for declaratory judgment does not constitute "a motion by a party to a child custody proceeding" to raise the issue of inconvenient forum under the Family Code. See id. Joseph challenges Lisa's standing and the subject matter jurisdiction of the trial court on the ground that no motion raises the issue of inconvenient forum.

Lisa responds by asserting that because the trial court had continuing jurisdiction over the issue of custody over the child, the trial court had subject matter jurisdiction over the declaratory action. Lisa further responds that the 245th District Court was required to follow the bankruptcy court's directions to address the issue of inconvenient forum.

The litigation here does not comply with the procedural requirements in section 152.207 of the Family Code because the litigation was not brought by motion or the request of another court. See id. Lisa did not bring a motion to the trial court; she brought a petition for declaratory judgment. The trial court did not bring its own motion.

Lisa contends that the trial court addressed the issue of inconvenient forum at the request of the bankruptcy court. The bankruptcy court, however, did not request that the trial court conduct a hearing on the issue of inconvenient forum. The bankruptcy court's order states,

the stay is lifted to permit Lisa Pomberg to commence an action to seek termination of the parent-child relationship between Joseph D. Monk and his child in the court in which the decree of divorce was entered, and she may proceed in that court, or in some other forum to which the court which entered the divorce decree may, after hearing, refer such action.

Under the terms of the order, the bankruptcy court lifted its stay and gave Lisa permission to go to the court where the decree of divorce was entered to (1) commence an action to seek termination of the parent-child relationship, or (2) request that the trial court conduct a hearing to decide whether to refer the matter to "some other forum[.]" The bankruptcy court did not request or require Lisa or the trial court to seek another forum, but rather left it up to Lisa whether to seek termination of Joseph's parental rights in the 245th District Court or in another forum. Because the matter was not brought to the trial court by motion or the request of another court, Lisa has not complied with the procedural requirements in section 152.207 of the Family Code. See id. § 152.207(a).

Lisa, however, did not file an action under section 152.207 of the Family Code, but instead filed a petition for declaratory judgment that asserted her rights under that section of the Family Code. Therefore, we must next address Joseph's assertion that the petition for a declaratory judgment does not constitute a motion under section 152.207 of the Family Code. In other words, may a litigant pursue declaratory judgment to raise the issue of inconvenient forum under section 152.207 of the Family Code or must a litigant proceed in the manner described by the Family Code to raise that issue?

E. Propriety of Declaratory Judgment to Declare Rights Under Family Code

We conclude that a declaratory judgment may be used to declare rights under Section 152.207 of the Family Code. Under Section 37.004 of the Declaratory Judgments Act, to obtain relief under a declaratory action, the subject matter must concern a statute, municipal ordinance, contract, or franchise. See TEX. CIV. PRAC. REM. CODE ANN. § 37.004. Here, the subject matter concerns a statute, section 152.207 of the Family Code. See TEX. FAM. CODE ANN. § 152.207. The Declaratory Judgments Act states, "A person . . . whose rights, status, or other legal relations are affected by a statute . . . may have determined any question of construction or validity arising under the . . . statute . . . and obtain a declaration of rights, status, or other legal relations thereunder." TEX CIV. PRAC. REM. CODE ANN. § 37.004(a). Lisa is a person whose rights, status, or other legal relations are affected by section 152.207 of the Family Code. Lisa's petition sought to obtain a declaration of rights, status, or other legal relations under Section 152.207 of the Family Code. The only remaining question is whether Lisa's petition seeks determination of "any question of construction or validity arising under" the statute. See TEX. CIV. PRAC. REM. CODE ANN. § 37.004(a).

Construing the Declaratory Judgments Act liberally to fulfill its purpose "to settle and to afford relief from uncertainty and insecurity with respect to rights, status, and other legal relations," as required by section 37.002(b) of the act, we conclude that the Declaratory Judgments Act allows Lisa to have the trial court declare her rights, status and other legal relations under section 152.207 of the Family Code. See id. § 37.002(b); TEX. FAM. CODE ANN. § 152.207.

We note further that the trial court had jurisdiction over the declaratory judgment action asserted here. The trial court had continuing jurisdiction over the custody of the child because it made the initial determination of custody of the child and no Iowa court had assumed jurisdiction under the trial court's prior inconvenient forum ruling. See TEX. FAM. CODE ANN. § 152.202 (continuing exclusive jurisdiction remains with court making initial determination). The trial court was thus acting "within its jurisdiction" to "declare rights, status, and other legal relations" because it had continuing jurisdiction over the underlying subject matter, the conservatorship of the child. See TEX. CIV. PRAC. REM. CODE ANN. § 37.003(a); see also Bonham State Bank, 907 S.W.2d at 467; Martin-Simon, 177 S.W.3d at 482.

We overrule Joseph's second issue.

F. No Pending Petitions Asserting a Suit Affecting the Parent-Child Relationship

In his first issue, Joseph asserts that the trial court had no jurisdiction to order a declaratory judgment because there were no pending petitions asserting a suit affecting the parent-child relationship. Joseph contends that the trial court has continuing jurisdiction over suits affecting the parent-child relationship, but it does not have continuing jurisdiction over a declaratory judgment that concerns the forum for such a lawsuit.

"The Declaratory Judgments Act does not permit a court to pass on hypothetical or contingent situations, or to determine questions not then essential to the resolution of an actual controversy, even though such questions may in the future require adjudication." Peacock v. Schroeder, 846 S.W.2d 905, 912 (Tex.App.-San Antonio 1993, no pet.); see also Empire Life Ins. Co. of Am. v. Moody, 584 S.W.2d 855, 858 (Tex. 1979). A declaratory action need not concern a present lawsuit but may include "threatened litigation in the immediate future that seems unavoidable." See Peacock, 846 S.W.2d at 912. In other words, an action for declaratory judgment is appropriate when the fact situation manifests the present "ripening seeds" of a controversy. See Save Our Springs Alliance v. City of Austin, 149 S.W.3d 674, 683 (Tex.App.-Austin 2004, no pet.); see also Gray v. Bush, 430 S.W.2d 258, 263 (Tex.Civ.App.-Fort Worth 1968, writ ref'd n.r.e.) ("ripening seeds" means "state of facts indicating imminent and inevitable litigation").

Since custody of the child was determined in 2002, three lawsuits have been filed to attempt to change that custody arrangement. In November 2003, the 245th District Court declined to hear the motion to modify the custody arrangement that was filed by Joseph, and referred the matter to Iowa. In May 2004, Lisa filed a petition to terminate Joseph's parental rights, which she dismissed. Lisa filed this petition for declaratory judgment in October 2004 after obtaining an order from the bankruptcy court that lifted the stay for her to seek termination of Joseph's parental rights. Lisa's petitions in Iowa, the bankruptcy court, and in the 245th District Court evidence imminent and inevitable litigation by her to seek the termination of Joseph's parental rights. These "ripening seeds of . . . controversy" are sufficient to confer subject matter jurisdiction on the trial court and standing on Lisa in this declaratory judgment action. See Save Our Springs Alliance, 149 S.W.3d at 683.

We overrule Joseph's first issue.

Modification of Trial Court's Order

In his third issue, Joseph contends that the order issued by the trial court "serves no useful purpose" because the order states that the trial court "declines jurisdiction in the above-styled and numbered cause." Joseph accurately notes that the "above-styled and numbered cause" refers to this declaratory judgment action, rather than to the suit to terminate the parent-child relationship. Joseph is further correct that under this portion of the order, the trial court is declining jurisdiction over the declaratory judgment action. We conclude that there is a conflict between this portion of the trial court's order and the remainder of the trial court's order.

When an appellant raises an issue challenging a matter that may be resolved by the modification of the trial court's judgment, a court of appeals may modify the trial court's judgment. See TEX.R.APP. P. 43.2(b); See Mobil Oil Corp. v. Ellender, 968 S.W.2d 917, 926 (Tex. 1998) (stating, "A court of appeals cannot modify a judgment without a point of error asking it to do so."); Tex. Nat'l Bank v. Karnes, 717 S.W.2d 901, 903 (Tex. 1986). A court of appeals is empowered to modify the judgment in accord with the findings of the trial court, when there is a conflict between the finding and the judgment of the trial court. See In re Marriage of Edwards, 79 S.W.3d 88, 101 (Tex.App.-Texarkana 2002, no pet.).

Excluding the language that Joseph complains of in this appeal, the trial court's order finds that Iowa is the proper jurisdiction to address the conservatorship of the child, including but not limited to the filing of a suit to terminate the parent-child relationship; Texas remains an inconvenient forum to rule on matters addressing conservatorship of the child, including but not limited to a suit to terminate the parent-child relationship; and the Petition for Declaratory Relief should be granted. The trial court also orders that Iowa is the home state of the child, that Iowa is the proper jurisdiction to address the conservatorship of the child, and that Texas is an inconvenient forum to rule on matters addressing conservatorship of the child, including but not limited to a suit to terminate the parent-child relationship. The trial court further orders that it defers jurisdiction to the State of Iowa.

The trial court's order states,

DECLARATORY JUDGMENT

The Court, having considered the pleadings, testimony of the parties, and argument of counsel, finds that:

. . .

E. Iowa is still the proper jurisdiction to address the conservatorship of the child, including but not limited to the filing of a suit to terminate the parent-child relationship between JOSEPH DANIEL MONK and the child . . .;

F. Texas remains an inconvenient forum to rule on matters addressing conservatorship of the child, including but not limited to a suit to terminate the parent-child relationship;

G. The Petition for Declaratory Relief should be granted; and

. . .

IT IS THEREFORE ORDERED, ADJUDGED AND DECREED that Iowa is the Home State of the child, that Iowa is the proper jurisdiction to address the conservatorship of the child and that Texas is an inconvenient forum to rule on matters addressing conservatorship of the child, including but not limited to a suit to terminate the parent-child relationship.

IT IS FURTHER ORDERED, ADJUDGED AND DECREED that this Court declines jurisdiction in the above-styled and numbered cause and defers jurisdiction to the State of Iowa.

We conclude that the trial court erroneously stated that it "declines jurisdiction in the above-styled and numbered cause" because the remainder of the order and the findings by the trial court plainly refer to the trial court's decision to decline jurisdiction on matters addressing conservatorship of the child. We therefore modify the order to reflect that the trial court declined jurisdiction "in matters addressing conservatorship of the child, including but not limited to a suit to terminate the parent-child relationship."

Inconvenient Forum

In his fourth and fifth issues, Joseph challenges the trial court's findings that Iowa is the home state of his and Lisa's child and that substantial evidence no longer exists in Texas concerning the child's personal relationships. See TEX. FAM. CODE ANN. §§ 152.102(7) (defining "home state"), 152.202(a)(1) (lack of substantial evidence necessary element of finding lack of continuing exclusive jurisdiction). Specifically, in his fourth issue he contends that the trial court erred by failing to consider the child's "physical presence" in Texas to determine "home state," as is required by the supreme court. See Powell v. Stover, 165 S.W.3d 322, 326, 328 (Tex. 2005) (physical presence is "central factor" that trial court "must consider" in determining home state). And in his fifth issue, he asserts that "there is plenty of substantial evidence in Texas regarding his and [his son's] relationship."

Under the UCCJEA, a child's home state is an element in determining which court has initial jurisdiction in a child custody matter, and substantial evidence is an element concerning a trial court's continuing exclusive jurisdiction. See TEX. FAM. CODE ANN. §§ 152.201(a) ("a court of this state has jurisdiction to make an initial child custody determination only if . . . this state is the home state of the child on the date of the commencement of the proceeding, or was the home state of the child within six months before the commencement of the proceeding and the child is absent from this state but a parent or person acting as a parent continues to live in this state"), 152.202(a) ("a court of this state . . . has exclusive continuing jurisdiction . . . [until] a court of this state determines that . . . substantial evidence is no longer available in this state concerning the child's care, protection, training, and personal relationships") (emphasis added). Neither initial jurisdiction nor continuing exclusive jurisdiction are at issue in this case. The trial court found that Texas was an inconvenient forum, implicating the multi-factor test described by section 152.207(b) of the family code. Id. § 152.207(b).

§ 152.207. Inconvenient Forum

(b) Before determining whether it is an inconvenient forum, a court of this state shall consider whether it is appropriate for a court of another state to exercise jurisdiction. For this purpose, the court shall allow the parties to submit information and shall consider all relevant factors, including:

(1) whether domestic violence has occurred and is likely to continue in the future and which state could best protect the parties and the child;

(2) the length of time the child has resided outside this state;

(3) the distance between the court in this state and the court in the state that would assume jurisdiction;

(4) the relative financial circumstances of the parties;

(5) any agreement of the parties as to which state should assume jurisdiction;

(6) the nature and location of the evidence required to resolve the pending litigation, including testimony of the child;

(7) the ability of the court of each state to decide the issue expeditiously and the procedures necessary to present the evidence; and

(8) the familiarity of the court of each state with the facts and issues in the pending litigation.

TEX. FAM. CODE ANN. § 152.207(b) (Vernon 2002).

We are directed to construe issues on appeal liberally in order to obtain a just, fair, and equitable adjudication of the rights of the litigants. El Paso Natural Gas Co. v. Minco Oil Gas, Inc., 8 S.W.3d 309, 316 (Tex. 1999); see also Segal v. Emmes Capital, L.L.C., 155 S.W.3d 267, 274 n. 8 (Tex.App.-Houston [1st Dist.] 2004, pet. dism'd). In her brief to this court, Lisa treats Joseph's fifth issue as "one challenging the sufficiency of the evidence to support the trial court's judgment." Therefore, considering Lisa's treatment of Joseph's first issue, and construing Joseph's issues liberally in order to obtain a just, fair, and equitable adjudication of the rights of the litigants, we consider appellant's assertions as challenges to the factual sufficiency of the evidence in support of the trial court's finding that Texas is an inconvenient forum. See Pool v. Ford Motor Co., 715 S.W.2d 629, 632-33 (Tex. 1986) (applying liberal construction to conclude appellant intended point of error "to be a complaint of factual insufficiency.").

Lisa also contends that because Joseph failed to provide this Court with a complete reporter's record, Joseph has waived this point of error. However, the appellate record has been supplemented with the trial exhibits that were missing from the first reporter's record supplied to this court.

Because this matter was determined by a bench trial, Joseph was not required to preserve error to challenge legal or factual sufficiency. See Bass v. Walker, 99 S.W.3d 877, 883 (Tex.App.-Houston [14th Dist.] 2003, pet. denied).

Findings of fact in a case tried to the court have the same force and effect as a jury's verdict on questions and are reviewable for legal and factual sufficiency. Anderson v. City of Seven Points, 806 S.W.2d 791, 794 (Tex. 1991); Min v. Avila, 991 S.W.2d 495, 500 (Tex.App.-Houston [1st Dist.] 1999, no pet.). The trial court's conclusions of law are reviewable de novo. McDermott v. Cronin, 31 S.W.3d 617, 623 (Tex.App.-Houston [1st Dist.] 2000, no pet.).

When, as here, the appellate record contains a complete reporter's record of the trial, the trial court's findings of fact are not conclusive, but subject to the same, well-settled standards that govern factual sufficiency challenges to jury findings. Comm'n of Contracts v. Arriba, Ltd., 882 S.W.2d 576, 582 (Tex.App.-Houston [1st Dist.] 1994, no writ); In the Interest of M.J.Z., 874 S.W.2d 724, 728 (Tex.App.-Houston [1st Dist.] 1994, no writ).

In determining factual sufficiency of the evidence to support the trial court's finding that Texas is an inconvenient forum — an issue on which Lisa had the burden of proof — and that the court should therefore decline jurisdiction and defer to the state of Iowa, we must weigh all the evidence, both supporting and conflicting with the finding, and may set the finding aside only if it is so contrary to the overwhelming weight of the evidence as to be clearly wrong and manifestly unjust. See Cain v. Bain, 709 S.W.2d 175, 176 (Tex. 1986); In re King's Estate, 150 Tex. 662, 244 S.W.2d 660, 661 (1951); Arriba, 882 S.W.2d at 582. In reviewing this challenge, we again examine the evidence to determine whether some evidence supports the trial court's finding. See Croucher v. Croucher, 660 S.W.2d 55, 58 (Tex. 1983). If some evidence supports the finding, we determine, in light of the entire record, whether the finding is so contrary to the great weight and preponderance of the evidence that the finding is clearly wrong and manifestly unjust, or whether the great weight and preponderance of the evidence supports nonexistence of the finding. Cain, 709 S.W.2d at 176.

In the present case, the trial court issued findings of fact that included

6. [Lisa] and the child have lived in the State of Iowa since January of 2002.

7. At the time of [Lisa's] filing this suit, [Lisa] and the child the subject of this action were residents of the State of Iowa.

8. At the time of [Lisa's] filing this suit, [Joseph] was a resident of Harris County, Texas.

. . .

12. On November 21, 2003 . . . this court signed an Order Declining Jurisdiction and deferred jurisdiction to the State of Iowa.

. . .

16. Substantial evidence is no longer available in Texas concerning the child's care, protection, training, and personal relationships.

17. Substantial evidence is available in Iowa concerning the child's care, protection, training, and personal relationships.

18. Texas is and remains an inconvenient forum to rule on matters addressing conservatorship of the child, including but not limited to a suit to terminate the parent-child relationship.

In addition, the record of the hearing before the trial court shows that the child has lived in Iowa since January 2002. See TEX. FAM. CODE ANN. § 152.207(b)(2) (time), (b)(3) (distance). In addition, Lisa presented testimony and documentary evidence that the child has extensive family connections, attends school, participates in extracurricular activities, and undergoes psychiatric therapy in Iowa. See id. § 152.207(b)(6) (nature and location of evidence, including testimony of the child). The record also shows that the child visits Joseph for several weeks every summer, and that Joseph calls his son on most Sundays. See id. The record shows that Lisa is employed, but does not show whether Joseph is employed, or what he does for a living. See id. § 152.207(b)(4) (relative financial circumstances of the parties). The record does not indicate that any domestic violence has occurred. See id. § 152.207(b)(1). The present appeal shows that the parties do not agree which state should assume jurisdiction. See id. § 152.207(b)(5).

Having reviewed the entire record, we conclude that there is ample evidence in support of the trial court's ruling, and reviewing all evidence for and against the trial court's determination, we conclude that the issuance of declaratory relief is neither clearly wrong nor manifestly unjust. We overrule Joseph's fourth and fifth issues.

Attorney's Fees

In his final issue, Joseph contends that the trial court erred by including "expenses" in its attorney's fee award. To preserve for appeal a complaint of error in a judgment, an appellant must have made the trial court aware of his objection "by a motion to amend or correct the judgment, a motion for new trial, or some [other] method." Dai-Chrome v. Brenntag Sw., Inc., 183 S.W.3d 133, 144 (Tex.App.-Dallas 2006, no pet.); see also TEX.R.APP. P. 33.1(a). In his "Motion to Reform and Correct Declaratory Judgment[,]" Joseph raises the following complaint to the trial court's attorney's fee award:

The provision of the Declaratory Judgments Act that authorizes attorney's fees states

§ 37.009. Costs

In any proceeding under this chapter, the court may award costs and reasonable and necessary attorney's fees as are equitable and just.

TEX. CIV. PRAC. REM. CODE ANN. § 37.009 (Vernon 1997).

15. Respondent requests the Court to reform its DECLARATORY JUDGMENT and provide for remittitur of all attorney fees awarded to [Lisa's counsel]. It was not necessary for [Lisa] to bring a declaratory judgment action to determine that the Home State of the child is Texas, and the Court[']s jurisdiction has not been properly invoked with a child custody proceeding.

Joseph's motion does not make the trial court aware of any possible error in the inclusion of the word "expenses" in the attorney's fee award. He has therefore failed to preserve for appeal this complaint of the language of the judgment. We overrule Joseph's final issue.

Conclusion

We modify the judgment of the trial court to reflect that the trial court declined jurisdiction on matters addressing conservatorship of the child, including but not limited to a suit to terminate the parent-child relationship. We affirm the judgment as modified.


Summaries of

Monk v. Pomberg

Court of Appeals of Texas, First District, Houston
Mar 29, 2007
263 S.W.3d 199 (Tex. App. 2007)

holding that evidence supported an inconvenient forum finding where the child lived, had extensive family connections, attended school, participated in extracurricular activities, and received psychiatric treatment in Iowa

Summary of this case from In re Minschke

holding that evidence supported inconvenient forum finding when child had lived in Iowa for approximately two years before trial; evidence was presented that child had extensive family connections, attended school, participated in extracurricular activities, and received psychiatric treatment in Iowa; child visited non-custodial parent in Texas for several weeks each summer and spoke with him “most Sundays”; custodial parent was employed in Iowa and record was silent about noncustodial parent's employment in Texas; record contained no indication of domestic violence; and parties did not agree on which state should assume jurisdiction

Summary of this case from Lesem v. Mouradian
Case details for

Monk v. Pomberg

Case Details

Full title:Joseph Daniel MONK, Appellant, v. Lisa Jo POMBERG (f/k/a Lisa Jo Monk)…

Court:Court of Appeals of Texas, First District, Houston

Date published: Mar 29, 2007

Citations

263 S.W.3d 199 (Tex. App. 2007)

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