Cagle v. United States Fidelity & Guaranty Co.

386 S.W.2d 149, 1964 Tex. App. LEXIS 2856
CourtCourt of Appeals of Texas
DecidedDecember 18, 1964
DocketNo. 16584
StatusPublished
Cited by4 cases

This text of 386 S.W.2d 149 (Cagle v. United States Fidelity & Guaranty Co.) 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
Cagle v. United States Fidelity & Guaranty Co., 386 S.W.2d 149, 1964 Tex. App. LEXIS 2856 (Tex. Ct. App. 1964).

Opinions

MASSEY, Chief Justice.

Workmen’s Compensation Case. Clarence L, Cagle, the employee, obtained answers to special issues by the jury which found that on or about February 17, 1962, he sustained an accidental injury resulting in permanent total disability having its inception at such time. His employer’s insurance carrier was the defendant United States Fidelity and Guaranty Company. An amount was found as an average weekly wage, based upon which said employee’s compensation rate was computable. In other answers the jury found that the total disability of said employee was not solely caused by a prior injury he had experi[150]*150enced on August 29, 1961, and the treatment and surgery he had received on account thereof, but that said prior injury contributed to his total disability in the amount of 15%.

On January 27, 1964, the trial court rendered a judgment granting the employee $9,470.68 in compensation benefits, to be paid in a lump sum and accordingly reduced pursuant to statute. By motion and amended motion for new trial and motion for judgment notwithstanding the verdict, the court’s jurisdiction was continued

On April 2, 1964, the trial court entered an order setting aside the January 27th judgment. Finding that it should have granted the motions of the United States Fidelity and Guaranty Company for instructed verdict and to disregard findings of the jury and for judgment notwithstanding the verdict, the trial court entered judgment that the employee take nothing. In other words, the ultimate judgment was for the Insurance Company.

Therefrom the employee appealed, seeking to have the verdict of the jury sustained and judgment as first rendered reinstated through action of this appellate court reversing and rendering. The Insurance Company countered, seeking first to have us affirm the judgment, but, alternatively in the event we should reverse, to remand the cause for another trial.

We affirm the judgment.

Based upon the decision in Long v. Knox, 155 Tex. 581, 291 S.W.2d 292 (1956), the rule in Texas is stated to be: “A party who has made a sworn statement in the course of judicial proceedings may not be heard afterward to maintain a contrary position in the absence of proof that the averment was made inadvertently, or by mistake, fraud, or duress.” 22 Tex.Jur.2d 689, “Estoppel”, § 18, “Judicial estoppel”.

In 11 Southwestern Law Journal 96 (1957), under the title “Procedure — Judicial Estoppel — Sworn Statements”, David M. Woolley has discussed the case cited in relation to the matter of judicial estoppel along with many Tennessee cases in which the doctrine had origin. Some of these were referred to in Long v. Knox. Mr. Woolley concluded from all the opinions that application of the doctrine has been effected in conformity with its basic idea— that when a person willfully swears under oath to one thing in an attempt to gain an advantage, he will not be allowed subsequently to maintain an inconsistent position.

In 8 Baylor Law Review 41 (1956), under the title “Bars to Recovery by the Grantor of Fraudulent Conveyances in Texas”, Mr. John Webb has also discussed Long v. Knox, though somewhat more narrowly — as indicated by such title.

Public policy has been declared and established, pursuant to the decision in Long v. Knox. It seems to us that logical application of the rule to questions of the nature of that before us would require that a court disregard evidence in the record before it, whenever it is established by undisputed evidence that such was in contradiction of a previous oath (made in the course of judicial proceedings) made in an attempt to gain an advantage in the proceedings pursuant to which it had been made.

It would not matter whether the trial court had recognized the doctrine nor even whether the doctrine had been drawn to> the attention of such court. Upon discovery of the situation by an appellate court, after appeal, even independently of the litigants’ points and counterpoints, the-doctrine would have application which in a proper case would control its disposition. Public policy constitutes a condition of which the rules of society demand enforcement whenever and wherever requisite therefor is made to appear. See 4 C.J.S. Appeal and Error § 242, p. 748 “Limitations of, and Exceptions to, Rule (as to adherence to theory pursued below)”. [151]*151subdivision on “Questions of public policy or public interest”; and S C.J.S. Appeal and Error § 1503, p. 872 “ — Nature and Theory of Cause and Grounds of Action or Defense”, sub. (b), “Limitations and Qualifications of Rule” (n. 77.5 and 77.10).

As applied to the case before us, once the doctrine is recognized and honored, the question remains: “In the test to be made of the sworn statement of the employee seeking compensation — relative to the event (s) and circumstance (s) giving rise to the disability by reason of which he ■claims entitlement — is same a categorical denial of his previous sworn statement of event(s) and circumstance(s) giving rise to the same disability?”

The employee sustained an injury to his back on August 29, 1961. By reason of incapacity allegedly flowing therefrom, he claimed right to compensation benefits for total and permanent disability of the Pacific Indemnity Company. By an appeal from the Industrial Accident Board, perfected in Federal Court on April 9, 1962, the pleadings filed in behalf of the employee alleged that the injury sustained on August 29, 1961 “was of such a nature that he has been rendered unable to perform the usual tasks of a working man in such a manner as to enable him to obtain or retain employment wherein he is required to perform the usual tasks of a working man, such as bending, lifting and stooping. He is, therefore, totally disabled within the meaning of the Workmen’s Compensation Act of the State of Texas. This disability will be permanent.” It is to be remembered that the case in which these pleadings appeared is not that from which any appeal was taken. It was finally disposed of in Federal Court ere that before us was ever filed.

On April 14, 1962, in said case, the attorney for the Pacific Indemnity Company took the employee’s deposition under the Federal Rules. During the process the employee testified to the fact that he had been in an automobile collision on February 17, 1962. It was also established that at time of the automobile collision the employee was recuperating from a “disc fusion”, an operation undergone to remedy the injured condition of his back caused by his injury of August 29, 1961. It was established that questions and answers incident to the taking of the deposition included the following:

Q. “Were you injured in that accident (the later automobile accident of February 17, 1962)?”

A. “No, sir. I don’t know that I was. My back was hurting, wasn’t hurting any worse before than it was after, only the accident did shake me up and sort of scared me.”

Q. “Before you had this accident, was the pain going up to your shoulder blade?”

A. “Yes, sir.”

Q. “Has it been that way all the time since the accident, since the time you got hurt in August of 1961?”

A. “Yes, sir. When I was over to see Dr. McDonald in February I told him about this up here and he said, well, don’t blame, and I said, you can’t blame all of that on me, he said, What I done to you, he says, you are going to feel like a mule walked up and down your back.”

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Related

Cole v. Cohen
464 P.2d 620 (Arizona Supreme Court, 1970)
In Re Estate of Cohen
464 P.2d 620 (Arizona Supreme Court, 1970)
Cagle v. United States Fidelity & Guaranty Co.
389 S.W.2d 945 (Texas Supreme Court, 1965)

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Bluebook (online)
386 S.W.2d 149, 1964 Tex. App. LEXIS 2856, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cagle-v-united-states-fidelity-guaranty-co-texapp-1964.