Barker v. Roelke

105 S.W.3d 75, 2003 Tex. App. LEXIS 2442, 2003 WL 1391843
CourtCourt of Appeals of Texas
DecidedMarch 20, 2003
Docket11-01-00270-CV
StatusPublished
Cited by62 cases

This text of 105 S.W.3d 75 (Barker v. Roelke) 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
Barker v. Roelke, 105 S.W.3d 75, 2003 Tex. App. LEXIS 2442, 2003 WL 1391843 (Tex. Ct. App. 2003).

Opinion

Opinion

W.G. ARNOT, III, Chief Justice.

This appeal involves an effort to set aside release agreements executed to settle tort claims arising from a serious automobile accident. A vehicle operated by Jackie Jay collided with a vehicle operated by Ronald Henry Roelke on February 13, 1995, in Sherman. Jackie Jay’s children, Kirsten Barker and Ryan Jay, were passengers in her vehicle at the time of the collision. Jackie Jay and her two children were all seriously injured as a result of the collision. Kirsten died from the injuries she received in the accident.

Appellant, Melvin Barker, is Kirsten’s surviving father and Jackie Jay’s former husband. He initiated the underlying proceedings by filing suit against Ronald Roelke asserting wrongful death and survival claims arising from Kirsten’s death. Appellant did not assert a wrongful death claim on behalf of Jackie Jay in the action. Ronald Jay, Ryan’s father and Jackie Jay’s husband at the time of the accident, intervened in appellant’s suit against Ronald Roelke seeking damages resulting from the injuries suffered by Ryan. Appellant and Ronald Jay subsequently added Elroy G. Roelke as a defendant to the action for the purpose of asserting a negligent en-trustment claim against him based on the allegation that he was the owner of the vehicle operated by Ronald Roelke. Jackie Jay did not file suit against either of the Roelkes within the two-year period following the accident either for her own physical injuries or for damages arising from the death of Kirsten and the severe injuries received by Ryan.

The Roelkes were insured by two insurance policies issued by State Farm Mutual Automobile Insurance Company, consisting of an automobile liability policy and an excess (umbrella) policy. The automobile liability policy provided policy limits of $100,000 per claimant and $300,000 per accident. The excess policy provided umbrella coverage of $1,000,000. Appellant forwarded a Stowers 1 demand to the Roelkes’ attorney on January 27, 1997, seeking to settle his claims for an amount within policy limits. See American Physicians Insurance Exchange v. Garcia, 876 S.W.2d 842, 848-49 (Tex.1994)(outlining the elements of a Stowers demand). Ronald Jay also forwarded a Stowers demand to the Roelkes’ attorney. The Roelkes’ attorney responded to appellant’s and Ronald Jay’s settlement demands immediately following the two-year anniversary of the accident in a letter dated February 14, 1997. The response letter stated as follows:

I have received each of your settlement demands in the above-referenced case, copies of which I have attached (without exhibits) to this correspondence. You have both demanded the $100,000.00 per person policy limits under the applicable automobile liability policy and $1,000,000.00 policy limits under the excess (umbrella) policy.
On behalf of my clients, Ronald Henry Roelke and Elroy Gene Roelke, and on behalf of State Farm, I accept each of your $100,000.00 demands under the ap *80 plicable automobile liability policy. In addition, I am authorized to pay the full $1,000,000.00 policy limits under the applicable excess (umbrella) insurance policy to all Plaintiffs, Intervenors and potential claimants/Plaintiffs/Intervenors in full and final settlement of this lawsuit and all potential claims arising out of the accident made the basis of this lawsuit against Ronald Henry Roelke, Elroy Gene Roelke and State Farm.
Both of you have demanded the policy limits under the excess (umbrella) insurance policy. Accordingly, it will be necessary for you [Melvin Barker and Ronald Jay] both to reach an agreement with regard to the division of the policy limits under the excess (umbrella) insurance policy. In addition, a Guardian Ad Litem must be appointed to represent the interests of Ryan Jay. Such Guardian Ad Litem must fully approve the terms of the settlement and division of the policy limits of the excess (umbrella) insurance policy. Further, although it is our position that the statute of limitations has run as to any claims she may have against the Roelkes or State Farm with regard to the accident made the basis of this lawsuit, Jackie Jay must also sign a full release and approve the settlement as to her son, Ryan Jay.
I will need to know in the next seven days if you both can come to an agreement with regard to the division of the policy limits under the excess (umbrella) insurance policy of $1,000,000.00. Also, please give me a call immediately to discuss the appointment of the Guardian Ad Litem and other issues with regard to the settlement of this case. Also, I want to stress again that the $1,200,000.00 which the Roelkes, by and through State Farm, have agreed to tender in this case is contingent upon a full release by all Intervenors, Plaintiffs and potential claimants/Plaintiffs/Interve-nors, including and not limited to Jackie Jay. Independent of her potential individual claim, Jackie Jay is also a necessary party to any settlement on behalf of Ryan Jay, as she is Ryan’s natural mother and legal guardian, and is also a necessary party to any settlement for the estate of Kirsten Barker, as she is a statutory beneficiary of Kirsten Barker.

Appellant and Ronald Jay each accepted the respective offers of $100,000 in settlement under the automobile liability policy. They also agreed to accept the offer of $1,000,000 under the excess insurance policy to collectively resolve their claims. Appellant and Ronald Jay submitted the issue of apportioning the $1,000,000 settlement proceeds to the trial court for determination at a hearing which occurred on April 3, 1997. The trial court ultimately apportioned $400,000 of the $1,000,000 settlement proceeds to appellant in a letter dated June 19, 1997. Appellant therefore received a total of $500,000.00 in settlement for the survival and wrongful death claims that he asserted.

Jackie Jay testified at the apportionment hearing conducted on April 3, 1997. Several of the questions which were directed to her concerned her competency to forego pursuing her claims arising from the accident. She testified that she was aware of her potential claims and that she agreed to the settlement which had been reached by the Roelkes with appellant and Ronald Jay. The trial court later entered an order entitled “Order for Determination of Competency” on April 25, 1997, wherein the court declared that “Jackie Jay is competent in all respects to enter agreements with regard to the settlement and resolution of this lawsuit.”

Appellant executed two written settlement agreements releasing the Roelkes from claims arising from the accident. *81 Appellant executed the first release on March 28, 1997, upon receiving $100,000 paid under the automobile liability policy. He executed the second release on July 2, 1997, upon receiving the $400,000 apportioned to him by the trial court on June 19, 1997, from the $1,000,000 tendered under the excess policy. Both of the releases provided for appellant’s release of any and all claims arising from the accident which he might have against the Roelkes and their insurer.

On July 9, 1997, a plea in intervention was filed on behalf of Jackie Jay by Karen Coleman. 2

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Cite This Page — Counsel Stack

Bluebook (online)
105 S.W.3d 75, 2003 Tex. App. LEXIS 2442, 2003 WL 1391843, Counsel Stack Legal Research, https://law.counselstack.com/opinion/barker-v-roelke-texapp-2003.