Reimbursement: Proving Enhancement of Value

The case of In re Marriage of McCoy & Els, 488 S.W.3d 430, 435 (Tex. App.-Houston [14th Dist.] 2016, no pet.) applied the pre-2023 reimbursement law but it is still probably applicable because both the old and new reimbursement statutes apply an “enhancement of value” measure to claims arising from improvements.  The court in this case […]

Pleadings Required for Waste Claim (which is NOT a reimbursement claim)

An October 2024 opinion says that a waste claim is not a reimbursement claim and holds that pleadings are required to recover on a waste claim. The court in Mohammed v. Mohammed, No. 02-23-00449-CV (Tex. App. – Fort Worth, 10/10/2024)(mem. op.) stated: From a procedural standpoint, it is axiomatic that “a judgment must be supported […]

No Right to Jury Trial on Reimbursement Claim?

A February 2025 opinion from the Corpus Christi-Edinburg Court of Appeals seems to say that a jury does not get to decide whether a reimbursement claim should be granted but may decide factual issues on which a reimbursement claim could be based upon.  For example, a jury could decide the specific question of whether community […]

Premarital Agreement Must Specifically Waive Reimbursement Claims

2025 decisions from the two Houston Courts of Appeals in Houston both say that reimbursement claims are waived by a premarital agreement only if the agreement specifically references reimbursement claims. McCartney v. McCartney, 14-24-00310-CV (Tex. App. – Houston [14th Dist.] 8/5/2025)(mem. op.) said: To release a claim effectively, the releasing instrument must “mention” the claim […]

How Not to Prove a Reimbursement Claim

A June 2025 case from the Dallas Court of Appeals shows how hard it is to prove “enhancement of value” in pursuing a reimbursement claim for funds expended on the property of another estate.  This case also reminds us that tracing is required when trying to prove a reimbursement claim owed by the community estate […]