Baker Hughes Inc. v. Brooks

405 S.W.3d 246, 2013 WL 2996754, 2013 Tex. App. LEXIS 6795
CourtCourt of Appeals of Texas
DecidedJune 4, 2013
DocketNo. 14-12-00534-CV
StatusPublished
Cited by14 cases

This text of 405 S.W.3d 246 (Baker Hughes Inc. v. Brooks) 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.

Bluebook
Baker Hughes Inc. v. Brooks, 405 S.W.3d 246, 2013 WL 2996754, 2013 Tex. App. LEXIS 6795 (Tex. Ct. App. 2013).

Opinions

OPINION

MARTHA HILL JAMISON, Justice.

This appeal asks whether an individual who signs a contract on behalf of a Delaware corporation that has forfeited its corporate charter concedes personal jurisdiction in Texas under the contract’s forum selection clause. Baker Hughes Inc. sued Robert E. Brooks on a promissory note that he signed as president of Delphi Consulting, Inc. The trial court granted Brooks’s special appearance and dismissed Baker’s Hughes’s lawsuit. We affirm.

[248]*248 Background

The parties generally agree on the underlying facts pertinent to this appeal. As president of Delphi, Brooks signed both a settlement agreement — settling a dispute between Delphi and BJ Services Company, U.S.A. (a Baker Hughes subsidiary) — and a promissory note required by the settlement agreement. In the promissory note, Delphi promised to pay Baker Hughes $123,302.04 in 24 monthly installments of $5,464.82 each, beginning on January 31, 2011. The note also contained a forum selection clause stating that the “venue for any dispute concerning this note shall be in Harris County, Texas.” 1

Delphi made the monthly payments through September 30, 2011, but on the due date for the October installment, Delphi informed Baker Hughes that it would not be able to make the payment. In November, Baker Hughes advised Delphi that it was in default on the note. On December 21, 2011, Delphi sent a check for $5,464.82, but on December 22, Baker Hughes sent a letter to Delphi accelerating all payments due under the note as authorized in the note.2 When Delphi did not pay the full amount owed, Baker Hughes filed suit against Brooks on January 13, 2012 in Harris County, Texas.3

On February 16, 2012, Brooks filed a special appearance contesting personal jurisdiction over him in Texas. In the special appearance and accompanying affidavit, Brooks, a Louisiana citizen, described in detail his connections with Louisiana and his lack of appreciable contact or connection with Texas. Although the settlement agreement and promissory note identified Delphi as a Louisiana corporation, Brooks states in his special appearance and affidavit that Delphi is incorporated in Delaware. In his special appearance, Brooks further states that “[w]hen suit was filed, it was learned that Delphi Consulting had fallen out of good standing in the State of Delaware; however, it has been reinstated and is now in good standing.” The record also contains a certification from the Delaware Secretary of State explaining that “Delphi Consulting, Inc.” was incorporated in that state in 1988 and was in good standing (with all franchise taxes paid) as of February 7, 2012.

In its response to the special appearance, Baker Hughes argued that because Delphi had forfeited its Delaware corporate charter by failing to pay franchise taxes prior to execution of the settlement agreement and note, Brooks effectively became a party to the contract and should be held to the forum selection clause contained therein. The trial court granted Brooks’s special appearance and dismissed the lawsuit. The parties renew their arguments on appeal.

Standards of Review

Determining whether a trial court has personal jurisdiction over a defendant presents a question of law subject to de [249]*249novo review. BMC Software Belg., N.V. v. Marchand, 88 S.W.3d 789, 794 (Tex.2002). The plaintiff bears the initial burden of pleading sufficient allegations to bring a nonresident within the provisions of the Texas long-arm statute. Id.; Cerbone v. Farb, 225 S.W.3d 764, 766-67 (Tex.App.Houston [14th Dist.] 2007, no pet.). The burden then shifts to the nonresident defendant to negate all bases of personal jurisdiction asserted by the plaintiff. Moki Mac River Expeditions v. Drugg, 221 S.W.3d 569, 574 (Tex.2007).

Trial courts frequently must resolve fact questions before deciding jurisdictional issues. BMC Software, 83 S.W.3d at 794. When, as occurred here, the trial court does not file findings of fact and conclusions of law, all facts necessary to support the trial court’s ruling and supported by the evidence are implied in favor of the trial court’s decision. Id. at 794-95. When the appellate record includes the reporter’s record, if any, and the clerk’s record, parties may challenge the legal and factual sufficiency of these implied findings. Id. at 795. If the appellate court determines that the trial court’s findings are supported by sufficient evidence, or if the material facts are undisputed, then the appellate court decides as a matter of law whether those facts negate all bases for personal jurisdiction. Id. If evidence supports the implied findings of fact, we must uphold the trial court’s judgment on any legal theory supported by the findings. Aduli v. Aduli, 368 S.W.3d 805, 814 (Tex.App.-Houston [14th Dist.] 2012, no pet.) (citing Worford v. Stamper, 801 S.W.2d 108, 109 (Tex.1990)).

Texas courts may not exercise personal jurisdiction over a nonresident defendant unless federal due process requirements and the Texas long-arm statute are satisfied. See Tex. Civ. Prac. & Rem.Code § 17.042(1); Helicopteros Nacionales de Colombia, S.A. v. Hall, 466 U.S. 408, 412-13, 104 S.Ct. 1868, 80 L.Ed.2d 404 (1984). Texas courts may exercise jurisdiction over a nonresident defendant if the Texas long-arm statute authorizes the exercise of jurisdiction and the exercise of jurisdiction is consistent with federal and state due process guarantees. Max Protetch, Inc. v. Herrin, 340 S.W.3d 878, 884 (Tex.App.Houston [14th Dist.] 2011, no pet.) (citing Moki Mac, 221 S.W.3d at 574).

Discussion

The only basis for personal jurisdiction Baker Hughes alleges in this lawsuit is that Brooks signed a settlement agreement and a promissory note containing provisions mandating Texas as the forum for deciding any disputes under the instruments. A mandatory forum selection clause is one of several ways a party may expressly or impliedly consent to personal jurisdiction within a forum. Burger King Corp. v. Rudzewicz, 471 U.S. 462, 473 n. 14, 105 S.Ct. 2174, 85 L.Ed.2d 528 (1985); Tri-State Bldg. Specialties, Inc. v. NCI Bldg. Sys., L.P., 184 S.W.3d 242, 248 (Tex.App.-Houston [1st Dist.] 2005, no pet.). Forum-selection clauses are generally enforceable and presumptively valid. In re Laibe Corp., 307 S.W.3d 314, 316 (Tex.2010) (per curiam).

Baker Hughes acknowledges that Brooks signed the settlement agreement and promissory note in his capacity as president of Delphi and not in his individual capacity.

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Bluebook (online)
405 S.W.3d 246, 2013 WL 2996754, 2013 Tex. App. LEXIS 6795, Counsel Stack Legal Research, https://law.counselstack.com/opinion/baker-hughes-inc-v-brooks-texapp-2013.