-
In The Court of Appeals
Ninth District of Texas at Beaumont
____________________
NO. 09-01-348 CV ____________________
JANICE ELLEN SMITH, Appellant
V.
ALLSTATE INDEMNITY COMPANY, Appellee
On Appeal from the 172nd District Court Jefferson County, Texas Trial Cause No. E-157,388
OPINION Janice Smith sought underinsured motorist benefits from Allstate Indemnity Company under her insurance policy. Allstate filed suit requesting a declaratory judgment that it had no obligation to pay the benefits. Smith filed a counterclaim. A jury returned a verdict in Smith's favor, but the trial court entered a judgment in Allstate's favor notwithstanding the verdict.
Smith contends the trial court erred in granting Allstate's motion for judgment notwithstanding the verdict. Allstate based its motion on three grounds, but we consider only the ground challenging Smith's right to recover as a bystander as it is dispositive. Because Smith was not present when the injury occurred and did not contemporaneously perceive the accident, we affirm the trial court's judgment. See United Servs. Auto. Ass'n v. Keith, 970 S.W.2d 540 (Tex. 1998).
The Law Of The Case Doctrine Smith first relies on the law of the case doctrine. She does so because of this court's earlier opinion in a case arising out of the same car accident. See Allstate Indem. Co. v. Smith, No. 09-98-119-CV, 2000 WL 85337 (Tex. App.--Beaumont Jan. 27, 2000, pet. denied)(not designated for publication). The law of the case doctrine is "that principle under which questions of law decided on appeal to a court of last resort will govern the case throughout its subsequent stages." Hudson v. Wakefield, 711 S.W.2d 628, 630 (Tex. 1986). The doctrine applies to questions of law, not questions of fact. Id. Discretionary with the court, the law of the case doctrine does not apply to dicta, earlier holdings that are clearly erroneous, or a later stage of litigation that presents different parties, different issues, or more fully developed facts. See Brown Forman Corp. v. Brune, 893 S.W.2d 640, 648 (Tex. App.--Corpus Christi 1994, writ denied) (application of doctrine discretionary with court); Huckabay v. Irving Hosp. Auth., 879 S.W.2d 64, 66 n.1 (Tex. App.--Dallas 1993, writ dism'd by agr.) (doctrine not applicable to dicta); Turboff v. Gertner, Aron & Ledet Invs., 840 S.W.2d 603, 608 (Tex. App.--Corpus Christi 1992, writ dism'd) (doctrine not applicable if prior opinion is clearly erroneous); Hudson, 711 S.W.2d at 630 (doctrine not applicable if issues or facts presented on subsequent appeals not substantially same as in first trial).
A short procedural history of the case is required. Allstate filed this declaratory judgment action against Smith in Jefferson County in July 1997 to determine its liability, if any, under the underinsured motorist coverage provision in the Smith policy. Some three weeks later, Smith and her husband filed a breach of contract suit against Allstate in Jasper County. The Jefferson County court granted Smith's plea in abatement. The case then proceeded to trial in Jasper County, and a Jasper County jury returned a verdict in favor of the Smiths. Allstate appealed to this court, which issued an opinion stating, in part, as follows: "[T]here was more than a scintilla of evidence that Janice Smith contemporaneously perceived the accident." Smith, 2000 WL 85337 at *1.
As supporting authority, this court cited City of Austin v. Davis, 693 S.W.2d 31, 33-34 (Tex. App.--Austin 1985, writ ref'd n.r.e.), a case dealing with bystander recovery by a father who discovered his son's body at the bottom of an air shaft after three hours of searching. The Davis court held that "contemporaneous perception" does not require actual presence at the accident scene; the Davis court held an experience that brings the bystander "so close to the reality of the accident as to render her experience an integral part of it" will suffice. Id. (quoting General Motors Corp. v. Grizzle, 642 S.W.2d 837, 844 (Tex. App.--Waco 1982, writ dism'd)). This court relied on the construct in Davis in holding there was more than a scintilla of evidence that Janice Smith "contemporaneously perceived the accident." The law of the case doctrine does not apply to questions of fact. But even if the holding in the prior opinion could be construed as a ruling on an issue of law, giving the holding preclusive effect would be inconsistent with the ultimate jurisdictional holding in the prior opinion.
Allstate's first issue on appeal in the Jasper County case was the assertion of error in the trial court's denial of Allstate's plea in abatement filed in the Jasper County court. In ruling on the jurisdictional challenge, this court held that the Jasper County trial court erred in denying the plea in abatement; and this court remanded the case to the Jasper County court with instructions to vacate its judgment and abate all proceedings until the final disposition of the case in Jefferson County. Smith, 2001 WL 85337 at *1. The opinion properly remanded the Jasper County case to the trial court "with instructions to vacate its judgment and abate all proceedings pending final disposition of the Jefferson County case." But the opinion first addressed two rendition points, including the legal sufficiency of the evidence concerning "contemporaneous perception."
As the Texas Supreme Court stated in Perry v. Del Rio, "[O]nce a matter is before a court of competent jurisdiction, 'its action must necessarily be exclusive' because it is 'impossible that two courts can, at the same time, possess the power to make a final determination of the same controversy between the parties.'" Perry v. Del Rio, 66 S.W.3d 239, 252 (Tex. 2001) (quoting Cleveland v. Ward, 116 Tex. 1, 285 S.W. 1063, 1071 (1926)). This case was filed in the Jefferson County court first, and "'its action must necessarily be exclusive.'" See id. By reversing the Jasper County court and ordering it to abate all proceedings and vacate its judgment, the prior opinion correctly acknowledged the dominant jurisdiction of the Jefferson County court. Giving preclusive effect to the Jasper County trial would be inconsistent with the dominant jurisdiction of the Jefferson County court.
Furthermore, we cannot ignore a governing case from the Texas Supreme Court. Not cited in the prior opinion is the Supreme Court decision in Keith. See Keith, 970 S.W.2d 540. In Keith, the Court held the bystander must be present when the injury occurs and must contemporaneously perceive the accident. Id. at 542. Smith, like Keith, was not present when the injury occurred and did not contemporaneously perceive the accident.
The Judgment Notwithstanding the Verdict A judgment notwithstanding the verdict is properly granted when there is no evidence to support one or more of the jury findings on an issue necessary to liability. See Brown v. Bank of Galveston, Nat'l Ass'n, 963 S.W.2d 511, 513 (Tex. 1998); see also Tex. R. Civ. P. 301. To determine if there is no evidence to support the jury verdict and uphold the judgment, a reviewing court considers the evidence in the light most favorable to the verdict and any reasonable inferences that tend to support the verdict. Brown, 963 S.W.2d at 513. If there is more than a scintilla of evidence supporting the jury's finding, the judgment notwithstanding the verdict must be denied. See Guzman v. Synthes (USA), 20 S.W.3d 717, 720 (Tex. App.--San Antonio 1999, pet. denied). When the trial court's order states no reason why the judgment notwithstanding the verdict was granted and the motion presents multiple grounds, as is the case here, the appellant has the burden of showing the judgment cannot be sustained on any of the grounds stated in the motion. Fort Bend County Drainage Dist. v. Sbrusch, 818 S.W.2d 392, 394 (Tex. 1991). If the judgment of the trial court can be upheld on any of the grounds stated in Allstate's motion, the judgment notwithstanding the verdict must be affirmed. Id.
Here, the jury found that Smith was a bystander to the accident. Allstate's motion for judgment notwithstanding the verdict stated as one ground that Smith was not legally entitled to recover as a bystander because she offered no evidence that would support her bystander claim.
The Bystander Claim As an element of a bystander claim, Smith must establish she was present when the injury occurred and contemporaneously perceived the accident. See Keith, 970 S.W.2d at 542. In Keith, the Texas Supreme Court rendered a take-nothing judgment in an uninsured/underinsured claim based on a bystander theory of recovery. Id. As in this case, the claimant in Keith was not at the scene of the accident and did not see or hear the accident. Id. at 541. As in this case, the claimant in Keith arrived at the scene of the accident as rescue operations were underway. Id. In Keith, the Texas Supreme Court held as follows:
The emotional impact that she undoubtedly suffered did not result from a sensory and contemporaneous observance of the accident . . . . The fact that Diana Keith arrived on the scene while rescue operations were underway and witnessed her daughter's pain and suffering at the site of the accident rather than at the hospital or some other location does not affect the analysis. Although we have not insisted that a bystander must be within a 'zone of danger' to recover, Texas law still requires the bystander's presence when the injury occurred and the contemporaneous perception of the accident.
Id. at 542 (citing Freeman, 744 S.W.2d at 923).
Smith was in her residence approximately 400 yards from the accident when the collision occurred. She did not see or hear the crash. She testified as follows in the trial court below:
Q. Did you perceive your husband's accident at the same time it occurred?
A. I did not see the accident happen, no.
Q. Did you perceive it, hear it, feel it, in any way?
A. I did not see the accident happen.
Q. I guess what I am saying is with your senses, your sight, sound, feel; did you have any indication that your husband had been involved in an accident at the contemporaneous moment that it occurred?
A. At the point in time?
Q. Yes, ma'am.
A. The accident? No.
Smith first observed what she now believes was the accident from her kitchen window approximately a quarter mile away. All she saw was traffic backed up on the highway. She did not think anything about it at the time. She went into the living room to eat ice cream, and she believes she probably watched television. When she next looked out the kitchen window, she saw a police vehicle on the highway four hundred yards away. She then suspected her husband was involved in an accident. Smith's suspicion -- arising after the accident occurred and based on a view from a kitchen window a quarter mile away from the accident -- was not a contemporaneous perception sufficient to support a bystander claim.
The Texas Supreme Court's decision in Keith governs this case. Keith, 970 S.W.2d at 542 (citing Freeman, 744 S.W.2d at 923). The trial court's judgment is affirmed.
AFFIRMED.
_________________________________
DAVID B. GAULTNEY
Justice
Submitted on May 22, 2002
Opinion Delivered November 21, 2002
Do Not Publish
Before Walker, C.J., Burgess and Gaultney, JJ.
CONCURRING OPINION I am the only Justice on the present panel who participated in our earlier opinion which arose out of the same car accident. See Allstate Indem. Co. v. Smith, No. 09-98-119 CV, 2000 WL 85337 (Tex. App.--Beaumont Jan. 27, 2000, pet. denied) (not designated for publication). At that time, I joined in that portion of the opinion that stated, "[T]here was more than a scintilla of evidence that Janice Smith contemporaneously perceived the accident." Smith, 2000 WL 85337 at *1. After careful reconsideration of the law applicable to the particular facts before us at that time and in the instant case, I erred.
As the lead opinion points out, our prior opinion in Smith relied upon City of Austin v. Davis, 693 S.W.2d 31, 33-34 (Tex. App.--Austin 1985, writ ref'd n.r.e.). Davis, of course, was issued by the Austin Court of Appeals. As the lead opinion points out, and I now too am convinced, we cannot ignore a case of superior precedential value from the Texas Supreme Court; that being United Services Auto. Ass'n v. Keith, 970 S.W.2d 540, 542 (Tex. 1998).
Recall that Keith was an appeal from the granting of summary judgment by the trial court in favor of the insurance company. The Austin Court of Appeals reversed finding a fact issue as to whether Mrs. Keith had a contemporaneous perception of her daughter's accident. Id. at 542. The Supreme Court in Keith reversed and rendered a take nothing judgment against Mrs. Keith on her bystander claim. Id. The Keith Court set out the bystander elements Texas jurisprudence has adopted, viz:
(1) The plaintiff was located near the scene of the accident, as contrasted with one who was a distance away from it;
(2) The plaintiff suffered shock as a result of a direct emotional impact upon the plaintiff from a sensory and contemporaneous observance of the accident, as contrasted with learning of the accident from others after its occurrence; and
(3) The plaintiff and the victim were closely related, as contrasted with an absence of any relationship or the presence of only a distant relationship.
Id. See also Freeman v. City of Pasadena, 744 S.W.2d 923, 924 (Tex. 1988).
The facts in the instant case are virtually identical with those in both Keith and Freeman. In both Keith and Freeman, the plaintiffs were not at the scene when the accidents occurred. Neither plaintiff saw or heard the crash. As the Keith Court concluded in summing up the bystander "status" of Mrs. Keith:
The emotional impact that she undoubtedly suffered did not result from a sensory and contemporaneous observance of the accident. In this regard, Dianna Keith is in the same position as any other close relative who sees and experiences the immediate aftermath of a serious injury to a loved one. For example, we have not recognized bystander recovery simply because a relative arrived on the scene in time to see an injured loved one placed in an ambulance. See Freeman, 744 S.W.2d at 923. The fact that Dianna Keith arrived on the scene while rescue operations were underway and witnessed her daughter's pain and suffering at the site of the accident rather than at the hospital or some other location does not affect the analysis. Although we have not insisted that a bystander must be within a "zone of danger" to recover, Texas law still requires the bystander's presence when the injury occurred and the contemporaneous perception of the accident. See id. at 923.
Keith, 970 S.W.2d at 542.
While I fully agree with the dissent's position that the law of appellate review requires a reviewing court to first address any appellate issues that would afford a party the greatest relief, i.e., rendition issues before remand issues, nevertheless, in our prior opinion in Smith, we were simply wrong in our application of the facts to the controlling law, which I now believe to be Keith. As such, I disapprove of that portion of our prior Smith opinion which virtually finds Janice Smith a bystander eligible for recovery as a matter of law. Indeed, the undisputed facts of the instant case make Janice Smith no more a "bystander" under Texas law as were the plaintiffs in Keith or Freeman. I therefore concur in the result reached by the lead opinion which affirms the judgment of the trial court.
______________________________
RONALD L. WALKER
Chief Justice
Concurrence Delivered
November 21, 2002
Do Not Publish
DISSENTING OPINION I respectfully dissent.
THE RENDITION POINTS IN THE JASPER COUNTY APPEAL The lead opinion chides the original opinion for considering the rendition points and concludes the two rendition points "amounted to dicta." This is clearly a misunderstanding of this court's duty. In Cigna Lloyds Insurance Co. v. Bradley's Electric, Inc., 993 S.W.2d 673 (Tex. App.--Corpus Christi 1998), the Court of Appeals had originally decided a rendition point before reviewing the venue issue, but withdrew that opinion, then reversed and remanded solely on the venue issue. The Supreme Court reversed and remanded the case stating:
We conclude that the court of appeals erred by not deciding the rendition issue before the remand issue. Generally, when a party presents multiple grounds for reversal of a judgment on appeal, the appellate court should first address those points that would afford the party the greatest relief. Rule 43.3 incorporates this principle. See TEX.R.APP. P. 43.3. And, we have held that the precursors of Rule 43.3 are mandatory and that courts of appeals are not at liberty to disregard them. See Lone Star Gas Co. v. Railroad Comm'n, 767 S.W.2d 709, 710-11 (Tex.1989) (per curiam) (considering former Texas Rules of Appellate Procedure 81(c) and 90(a)).
Bradleys' Elec., Inc., v. Cigna Lloyds Ins. Co., 995 S.W.2d 675, 677 (Tex. 1999).
As noted in the Jasper County opinion (1) Allstate sought rendition on two issues: the Smiths were not allowed to recover under the policy because there was no evidence Janice Smith suffered a bodily injury (2) and there was no evidence that Janice Smith contemporaneously perceived the accident. (3) The court (4) was required to address these issues and concluded the Smiths were not required to prove that Janice Smith suffered bodily injury to recover under the policy for her bystander claim and there was more than a scintilla of evidence that Janice Smith contemporaneously perceived the accident. I believe this conclusion was correct.
LAW OF THE CASE The lead opinion initially declares the law of the case does not apply because the two holdings are dicta. As noted above, the holdings were necessary, thus certainly not dicta. They then declare that "we cannot ignore a governing case from the Texas Supreme Court" and note that United Services Automobile Ass'n v. Keith, 970 S.W.2d 540 (Tex. 1998), was not cited in the prior opinion. Although Keith was not cited, I do not believe it was ignored by the prior panel. Allstate relied upon Keith in their brief and the Smiths distinguished Keith in their brief.
Application of law of the case doctrine is discretionary. See In re Estate of Chavana, 993 S.W.2d 311, 314-15 (Tex. App.--San Antonio 1999, no pet.). In determining whether to apply law of the case, a court must be mindful of the underlying public policy - to prevent useless relitigation of issues already decided, to insure consistency, and to promote judicial economy. (5) See Gonzalez v. San Jacinto Methodist Hosp., 905 S.W.2d 416, 420 (Tex. App.--El Paso 1995), rev'd on other grounds sub nom., Calvillo v. Gonzalez, 922 S.W.2d 928 (Tex. 1996). A court should apply law of the case if the facts in the second trial are substantially the same as in the first trial or so nearly the same that they do not materially affect the legal issues involved in the second trial. See City of Longview v. Head, 33 S.W.3d 47, 51 (Tex. App.--Tyler 2000, no pet.). A court should not apply law of the case where the prior appellate ruling is clearly erroneous. See Texas Employers Ins. Ass'n v. Tobias, 740 S.W.2d 1, 2 (Tex. App.--San Antonio 1986, writ denied). The doctrine only applies to questions of law and does not apply to questions of fact. See Hudson v. Wakefield, 711 S.W.2d 628, 630 (Tex. 1986). "[A] question of law decided on appeal will govern throughout subsequent stages of the case, including decisions that determine the sufficiency of the evidence to raise or establish an issue, where the facts on each appeal are substantially the same." Publix Theatres Corp. v. Carpenter, 56 S.W.2d 248, 249 (Tex. Civ. App.--Dallas 1932, writ dism'd). See also Hughes Prod. Co. v. Hagan, 144 S.W.2d 953, 954 (Tex. Civ. App.--Texarkana 1940, writ dism'd); Clem v. Fulghum, 37 S.W.2d 201, 203-04 (Tex. Civ. App.--Dallas 1931), aff'd, 58 S.W.2d 15 (Tex. Comm'n App. 1933); Bower v. Yellow Cab Co., 35 S.W.2d 519, 520 (Tex. Civ. App.--Dallas 1931, writ dism'd). In a later appellate proceeding, a court should not revisit matters of law disposed of in a former appeal. See Hallmark v. Hand, 885 S.W.2d 471, 474 (Tex. App.--El Paso 1994, writ denied). A court may take judicial notice of our judgments and records in the same or related cases. See Izaguirre v. Texas Employers' Ins. Ass'n, 749 S.W.2d 550, 552 (Tex. App.--Corpus Christi 1988, writ denied). Consequently, when relevant to the issues raised, a court should consider the materials on file in the prior appeal. See id.
My review of the materials on file demonstrates the facts adduced in the second trial are substantially the same as in the first trial or so nearly the same that they do not affect the legal issues involved in the second trial. To insure consistency we should therefore apply the doctrine of law of the case to those questions of law raised here which were previously determined on appeal.
At least twice the lead opinion concludes that recognizing the law of the case would be inconsistent with the jurisdictional issue decided in the first trial. Absolutely not. Clearly the second trial has legal effect. For example, Allstate could have prevailed on the factual issues. (6) It is only the two limited legal issues of "no evidence" that are affected by the law of the case doctrine.
THE JUDGMENT NOTWITHSTANDING THE VERDICT
Allstate's motion asserted three grounds for JNOV: (1) Charles and Janice Smith were entitled to recover, at the most, the per-person limit of $25,000 and not the per-occurrence limit of $50,000, because Janice did not sustain a bodily injury; (2) Janice Smith was not "legally entitled to recover" from the owner or operator of the uninsured motor vehicle because she did not offer any evidence proving that she was located at or near the scene of the accident or that she contemporaneously perceived the accident; (3) Janice Smith did not sustain a bodily injury as required under the policy.
Because Allstate's first ground for JNOV was not an issue in the first appeal, we should consider it. Allstate paid the claim submitted by Charles under his UIM coverage in the amount of $25,000. Allstate contends Janice is not entitled to an additional $25,000 payment because she did not sustain a bodily injury. Allstate argues Janice's recovery is limited to the per person recovery and the total sum of $25,000. In effect, Allstate is contending Charles is the only covered person legally entitled to recover because he is the only person who suffered bodily injury. However, under my analysis herein, Janice is a covered person, legally entitled to recover as a bystander, without proving she sustained bodily injury. As a covered person, Janice is entitled to the per-person limit of $25,000, as was Charles. As we determined on the prior appeal, Janice was not required to prove she sustained a bodily injury in order to recover as a bystander under the policy. Accordingly, neither Allstate's first nor third ground for JNOV could be the basis of the trial court's judgment.
Regarding Allstate's second ground, our prior determination that there was some evidence Janice contemporaneously perceived the accident controls that issue here. Smith, 2000 WL 85337. In the first appeal, we did not determine whether there was some evidence that Janice was located at or near the scene of the accident. According to the evidence adduced at trial, Janice was approximately 400 yards from the accident when the collision occurred and could see the scene of the accident from the kitchen window, before she proceeded to the scene of the accident itself. I find this constitutes some evidence from which the jury could find Janice was located at or near the scene of the accident. For these reasons, the trial court could not have granted JNOV on the basis that Janice failed to offer any evidence to support her bystander claim. Having concluded the trial court could not have properly granted Allstate's motion on any of the grounds presented, I would hold the trial court erred in setting aside the jury's verdict.
My inquiry does not end here, however. Allstate raises several cross-points which have not previously been addressed as Allstate's rendition points were decided in the prior appeal. Allstate's first cross-point claims "[t]here was no evidence, or in the alternative, insufficient evidence to support the jury's verdict." Allstate's argument challenges the jury's finding that Janice suffered a bystander injury and the jury's award of attorney's fees.
The issue of legal sufficiency of the evidence to support Janice's bystander claim has already been addressed. Regarding factual sufficiency, Allstate's entire argument states, "When considered with the facts set forth in pages 1-4 of this brief and the authority set forth in pages 14-20 of this brief, it is abundantly clear that there was no evidence, or in the alternative, insufficient evidence to support the jury's decision. It is also clear that the decision of the jury was against the great weight and preponderance of the credible evidence." Leaving aside the fact that this court does not, and is proscribed from, determining the credibility of evidence, Allstate's brief makes no attempt at explaining why the jury's finding is so against the evidence as to be manifestly unjust. Allstate's brief merely sets forth a conclusion. See Tex. R. App. P. 38.1(h), 38.2. Pages 14-20 of Allstate's brief, incorporated under this argument, contend Janice offered no evidence to support her bystander claim. The cases cited in support of this claim are not applied to the facts of this case. Allstate does apply the facts of this case to the cases cited by Janice to distinguish the authority cited in her brief. These cases are not discussed in the context of insufficient evidence, and Allstate refers to no contrary evidence. In short, there is no substantive analysis of the contention that the evidence is insufficient. See Keever v. Finlan, 988 S.W.2d 300, 314 (Tex. App.--Dallas 1999, pet. dism'd) (op. on reh'g). Consequently, I would conclude that Allstate has failed to preserve this argument for review.
Regarding attorney's fees, Allstate's argument wholly overlooks the testimony of Curtis Leister regarding reasonable and necessary attorney's fees. Allstate's brief contains no citations to the record, ignores Leister's testimony, and fails to apply the only authority cited to the facts of this case. Allstate defaults on its obligation to fashion a clear and concise argument for the contention made, with appropriate citations to the record. See Tex. R. App. P. 38.1(h). Accordingly, I would find the issue has been waived, see Haas v. George, 71 S.W.3d 904, 914 (Tex. App.--Texarkana 2002, no pet.), and overrule cross-point one.
In its second cross-point, Allstate argues the trial court erred in admitting certain evidence. The only references to the record are to Dr. Kenneth Parsons' deposition testimony. Allstate's only allegation of harm is that the evidence "led the jury to return a decision based on sympathy." To support that claim, Allstate asserts the deposition included information about Charles Smith's injuries and his treatment and testimony that Charles would never completely recover. Similar evidence was introduced during Janice's testimony without objection. Generally, any error in admitting testimony is deemed harmless if the same or similar evidence is introduced elsewhere without objection. See Richardson v. Green, 677 S.W.2d 497, 501 (Tex. 1984). See also Tex. R. App. P. 44.1(a). Accordingly, I would overrule cross-point two.
Allstate's final cross-point contends the trial court submitted an erroneous instruction to the jury. The complained-of question reads:
Did Janice Ellen Smith suffer a bystander injury, as that term is defined below?
To suffer a bystander injury, all of the following requirements must be satisfied:
1) the bystander must have been located near the scene of the accident;
2) the shock must result from a direct emotional impact on the bystander from a sensory and contemporaneous observance of the accident; and
3) the bystander and the victim must be closely related.
You are instructed that actual observance of the incident is unnecessary if there is some sensory perception of the incident other than learning of it from others after it has happened.
The charge submitted by Allstate provided:
Did Janice Ellen Smith suffer a bystander injury, as that term is defined below?
To suffer a bystander injury, all of the following requirements must be satisfied:
1. the bystander must have been located near the scene of the accident;
2. the shock must result from a direct emotional impact on the bystander from a sensory and contemporaneous observance of the accident; and
3. the bystander and the victim must be closely related.
A comparison reveals the only difference between this charge and the one presented to the jury is the additional language "You are instructed that actual observance of the incident is unnecessary if there is some sensory perception of the incident other than learning of it from others after it has happened." It is Allstate's contention that under Keith, 970 S.W.2d at 542, if there is no contemporaneous observance, there is no recovery and that the purported bystander must be present when the injury occurs. Allstate argues the instruction submitted does not comport with Texas law in light of Keith. The court in Keith held:
To recover as a bystander, a plaintiff is required to establish that:
(1) The plaintiff was located near the scene of the accident, as contrasted with one who was a distance away from it;
(2) The plaintiff suffered shock as a result of a direct emotional impact upon the plaintiff from a sensory and contemporaneous observance of the accident, as contrasted with learning of the accident from others after its occurrence; and
(3) The plaintiff and the victim were closely related, as contrasted with an absence of any relationship or the presence of only a distant relationship.
Keith, 970 S.W.2d at 541-42 (citing Freeman v. City of Pasadena, 744 S.W.2d 923, 923-24 (Tex. 1988)). Keith relied heavily upon Freeman which set forth these same requirements. In Freeman, the court noted, "In our case it is undisputed that Freeman did not contemporaneously perceive the accident or otherwise experience the shock of unwittingly coming upon the accident scene." Freeman, 744 S.W.2d at 924 (emphasis added). Texas law has long recognized that a bystander need not have been an eyewitness to the initial event in order to recover. See Freeman, 744 S.W.2d at 923; Washington v. Knight, 887 S.W.2d 211, 215 (Tex. App.--Texarkana 1994, writ denied); National County Mut. Fire Ins. Co. v. Howard, 749 S.W.2d 618, 622 (Tex. App.--Fort Worth 1988, writ denied); City of Austin v. Davis, 693 S.W.2d 31, 33 (Tex. App.--Austin 1985, writ ref'd n.r.e.); Dawson v. Garcia, 666 S.W.2d 254, 260 (Tex. App.--Dallas 1984, no writ); General Motors Corp. v. Grizzle, 642 S.W.2d 837, 844 (Tex. App.--Waco 1982, writ dism'd w.o.j.); Bedgood v. Madalin, 589 S.W.2d 797, 802 (Tex. Civ. App.--Corpus Christi 1979), rev'd in part on other grounds, 600 S.W.2d 773, 776 (Tex. 1980); and Landreth v. Reed, 570 S.W.2d 486, 490 (Tex. Civ. App.--Texarkana 1978, no writ).
The charge submitted by the trial court contains all of the elements set forth by Keith, and, in accordance with Texas law, recognizes that sensory observance does not require actual observance. Accordingly, I would hold the trial court did not err in instructing the jury and overrule cross-point three.
In summary, I would reverse the judgment of the trial court and render judgment in favor of Smith for $25,000 UIM policy benefits plus 18% interest and attorney's fees pursuant to Tex. Ins. Code Ann. art. 21.55 (Vernon Supp. 2002). In accordance with Henson v. Southern Farm Bureau Casualty Insurance Co., 17 S.W.3d 652 (Tex. 2000), the interest should run from the date of judgment, June 19, 2001. Attorney's fees should be awarded in the amount of $10,000 (constituting 40% of plaintiff's damages) for trial, $2,500 for appeal to this court, $1,500 if petition for review is made to the Texas Supreme Court, and $2,500 if petition for review is granted by the Texas Supreme Court, per the jury's verdict.
Because the majority holds otherwise, I respectfully dissent.
DON BURGESS
Justice
Dissent Delivered
November 21, 2002
Do Not Publish
In The
Court of Appeals
Ninth District of Texas at Beaumont
____________________
NO. 09-98-119 CV ____________________
ALLSTATE INDEMNITY COMPANY, Appellant
V.
CHARLES D. SMITH AND WIFE, JANICE E. SMITH, Appellees
On Appeal from the 1st District Court Jasper County, Texas Trial Cause No. 19582
OPINION Allstate raises several issues but we address only those necessary to a final disposition of this case.
We overrule Allstate's two issues seeking reversal of the trial court's judgment and a judgment rendered for Allstate, denying the Smiths all recovery. We overrule issue two because we conclude that the Smiths were not required to prove that Janice Smith suffered
APPENDIX bodily injury to recover under the policy for her bystander claim. Cf. City of Austin v. Davis, 693 S.W.2d 31, 33-34 (Tex. App.--Austin 1985, writ ref'd n.r.e.). We overrule issue three because there was more than a scintilla of evidence that Janice Smith contemporaneously perceived the accident. Id.
We sustain Allstate's first issue complaining that the trial court erred in overruling its plea in abatement because that issue is well settled. Because of the inherent interrelation between this case and that pending in Jefferson County, the trial court was required to abate this case. See Wyatt v. Shaw Plumbing Co., 760 S.W.2d 245, 247-48 (Tex. 1988). Accordingly, we reverse the trial court's judgment and remand the case to the trial court with instructions to vacate its judgment and abate all proceedings pending final disposition of the Jefferson County case.
REVERSED AND REMANDED.
____________________________
DAVID FARRIS (7)
Justice
Submitted on October 28, 1999
Opinion Delivered January 27, 2000
Do Not Publish
Before Walker, C.J., Stover and Farris, JJ.
1.
As the opinion was originally unpublished, it is attached as an appendix.2.
Issue two of Allstate's brief.3.
Issue three of Allstate's brief.4.
I did not participate in the Jasper County case. The court consisted of Chief Justice Ronald L. Walker, Justice Earl B. "Smokey" Stover (now deceased) and Justice David Farris, sitting by assignment.5.
Concerning the prior case, Smith sought a petition for review in the Supreme Court, which was denied; however, Allstate sought no such review.6.
Although of no legal effect; two juries have found in favor of Ms. Smith.7. The Honorable David Farris, sitting by assignment pursuant to Tex. Gov't Code Ann. § 74.003(b) (Vernon 1998).
Document Info
Docket Number： 09-01-00348-CV
Filed Date： 11/21/2002
Precedential Status： Precedential
Modified Date： 9/9/2015