Accelerated Inventory Management, LLC v. Benjamin McElroy

CourtCourt of Appeals of Texas
DecidedMarch 28, 2024
Docket05-23-00017-CV
StatusPublished

This text of Accelerated Inventory Management, LLC v. Benjamin McElroy (Accelerated Inventory Management, LLC v. Benjamin McElroy) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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Accelerated Inventory Management, LLC v. Benjamin McElroy, (Tex. Ct. App. 2024).

Opinion

AFFIRMED and Opinion Filed March 28, 2024

In the Court of Appeals Fifth District of Texas at Dallas No. 05-23-00017-CV

ACCELERATED INVENTORY MANAGEMENT, LLC, Appellant V. BENJAMIN MCELROY, Appellee

On Appeal from the 68th Judicial District Court Dallas County, Texas Trial Court Cause No. DC-22-01519

MEMORANDUM OPINION Before Justices Reichek, Carlyle, and Miskel Opinion by Justice Carlyle

Appellant Accelerated Inventory Management, LLC sued appellee Benjamin

McElroy for breach of contract based on McElroy’s failure to repay a loan. On

appeal, Accelerated argues the trial court abused its discretion when it excluded

Accelerated’s evidence and witnesses and granted a take-nothing judgment in

McElroy’s favor. We affirm in this memorandum opinion. See TEX. R. APP. P. 47.4.

BACKGROUND

Accelerated’s initial disclosures (1) identified appellee Benjamin McElroy

and Daniel Laux, Accelerated’s representative, as people having knowledge of relevant facts and (2) included a business records affidavit authenticating copies of

the loan, payment schedule, and other documents concerning the loan. See TEX. R.

EVID. 902(10). Neither party filed mandatory pretrial disclosures. See TEX. R. CIV.

P. 194.4.

Both parties were represented by counsel at the October 27, 2022 bench trial.

McElroy timely objected to the introduction of any testimony based on Accelerated’s

nondisclosure of witnesses and exhibits. See id. The trial court confirmed

Accelerated had no witnesses available, granted McElroy’s objection, issued a take-

nothing judgment in his favor, and denied Accelerated’s Motion for New Trial.

On appeal, Accelerated argues in a single issue that the trial court abused its

discretion when it excluded Accelerated’s exhibits and witness testimony because

(1) its exclusion amounted to a death penalty sanction; (2) Accelerated’s failure to

file pretrial disclosures did not unfairly surprise or prejudice McElroy; and (3) Texas

Rule of Civil Procedure 194 does not mandate the exclusion of evidence and witness

testimony.

STANDARD OF REVIEW

“We review a trial court’s decision to admit or exclude evidence for an abuse

of discretion.” In re J.P.B., 180 S.W.3d 570, 575 (Tex. 2005). “A trial court abuses

its discretion if it acts in an arbitrary or unreasonable manner or acts without

reference to any guiding principles.” Bocquet v. Herring, 972 S.W.2d 19, 21 (Tex.

1998); see also In re Alford, 645 S.W.3d 315, 316 (Tex. App.—Dallas 2022, no pet.)

–2– (“An abuse of discretion occurs when a trial judge reaches a decision that is so

arbitrary and unreasonable that it amounts to a clear error of law or violates a

ministerial duty.”). “To determine if an abuse of discretion occurred, we must decide

whether the trial court (1) had sufficient information upon which to exercise its

discretion, and (2) erred in the exercise of its discretion.” Interest of J.A.A., No. 05-

22-00578-CV, 2023 WL 4944505, at *1 (Tex. App.—Dallas Aug. 3, 2023, no pet.)

(mem. op.).

APPLICABLE LAW

Under the Texas Rules of Civil Procedure, parties are required to provide

opposing parties with certain information about evidence they may present at trial,

other than solely for impeachment purposes, at least 30 days before trial. See TEX.

R. CIV. P. 194.4. A party may not introduce material or information that was not

timely disclosed unless the trial court finds that “(1) there was good cause for the

failure to timely make, amend, or supplement the discovery response; or (2) the

failure to timely make, amend, or supplement the discovery response will not

unfairly surprise or unfairly prejudice the other parties.” TEX. R. CIV. P. 193.6(a).

The party seeking to introduce the evidence carries the burden of establishing either

good cause for the failure to disclose or that the failure will not unfairly surprise or

prejudice the other party. TEX. R. CIV. P. 193.6(b).

ANALYSIS

–3– Accelerated first argues the trial court’s exclusion of its witnesses constituted

a death penalty sanction under Texas Rule of Civil Procedure 215 and that the trial

court abused its discretion when it levied this sanction. We disagree because the trial

court’s ruling was not a sanction under Rule 215.

First, the trial court’s ruling followed Texas Rule of Civil Procedure 193.6.

Second, Accelerated did not fail to comply with an order or a discovery request;

instead, it failed to comply with Rule 194.4. Third, Rule 193.6 contains its own

mandatory enforcement mechanism based on a specific condition precedent. Fourth,

there is no evidence the trial court viewed its ruling as a sanction or that it predicated

its ruling on Rule 215. Fifth, the trial court’s ruling did not eliminate Accelerated’s

option to request a continuance. See TEX. R. CIV. P. 193.6(c). Sixth, the trial court’s

ruling did not eliminate Accelerated’s option to nonsuit its claims. See TEX. R. CIV.

P. 162. Thus, we conclude the trial court’s ruling was not a sanction under Texas

Rule of Civil Procedure 215 and that even if it was, it neither adjudicated

Accelerated’s claim nor unilaterally precluded Accelerated from presenting the

merits of its case. See Chrysler Corp v. Blackmon, 841 S.W.2d 844, 845 (Tex. 1992).

Accelerated also argues that the trial court abused its discretion because

Accelerated’s failure to file pretrial disclosures did not unfairly surprise or prejudice

McElroy. Even when we assume that the trial court erred, Accelerated has not

preserved error. See Sink v. Sink, 364 S.W.3d 340, 346–47 (Tex. App.—Dallas 2012,

no pet.). As a general rule, a party is required to present a timely complaint to the

–4– trial court before being allowed to raise the issue on appeal. See TEX. R. APP. P.

33.1(a)(1). A timely objection is one that is made “at a point in the proceedings which

gives the trial court the opportunity to cure any alleged error.” Crews v. Dkasi Corp.,

469 S.W.3d 194, 201 (Tex. App.—Dallas 2015, pet. denied).

“A party may claim error in a ruling to . . . exclude evidence only if the error

affects a substantial right of the party and . . . a party informs the court of its

substance by an offer of proof, unless the substance was apparent from the context.”

TEX. R. EVID. 103(a)(2); see also Sink, 364 S.W.3d at 347 (complaining party must

offer the evidence and secure adverse ruling from the trial court). “Making an offer

of proof enables an appellate court to determine whether the exclusion of the

evidence was erroneous and harmful, and it allows the trial court to reconsider its

ruling in light of the actual evidence.” Talabera v. State, No. 05-21-00613-CR, 2023

WL 2300540, at *2 (Tex. App.—Dallas Mar. 1, 2023, no pet.) (mem. op.).

Accelerated did not make an offer of proof or a bill of exception and the issue of

whether the substance of its evidence is apparent from the context has not been

briefed. See TEX. R. APP. P. 38.1(i).

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Related

Guidry v. State
9 S.W.3d 133 (Court of Criminal Appeals of Texas, 1999)
Stewart v. State
686 S.W.2d 118 (Court of Criminal Appeals of Texas, 1984)
Bocquet v. Herring
972 S.W.2d 19 (Texas Supreme Court, 1998)
Owens-Corning Fiberglas Corp. v. Malone
972 S.W.2d 35 (Texas Supreme Court, 1998)
Chrysler Corp. v. Honorable Robert Blackmon
841 S.W.2d 844 (Texas Supreme Court, 1992)
Owens-Corning Fiberglas Corp. v. Malone
916 S.W.2d 551 (Court of Appeals of Texas, 1996)
Sink v. Sink
364 S.W.3d 340 (Court of Appeals of Texas, 2012)
in the Interest of J.P.B., a Child
180 S.W.3d 570 (Texas Supreme Court, 2005)

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