Carl "Stacey" Neese, Individually and A/N/F of Logen Neese, Cameron Neese v. Ted B. Lyon, Marquette Wolf

479 S.W.3d 368, 2015 Tex. App. LEXIS 8102, 2015 WL 4600046
CourtCourt of Appeals of Texas
DecidedJuly 31, 2015
Docket05-13-01597-CV
StatusPublished
Cited by29 cases

This text of 479 S.W.3d 368 (Carl "Stacey" Neese, Individually and A/N/F of Logen Neese, Cameron Neese v. Ted B. Lyon, Marquette Wolf) 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
Carl "Stacey" Neese, Individually and A/N/F of Logen Neese, Cameron Neese v. Ted B. Lyon, Marquette Wolf, 479 S.W.3d 368, 2015 Tex. App. LEXIS 8102, 2015 WL 4600046 (Tex. Ct. App. 2015).

Opinion

*374 OPINION

Opinion by

Justice Brown

Appellants sued appellees on several theories of liability including barratry. The trial court granted a take-nothing summary judgment in favor of appellees. Appellants raise thirteen issues on appeal. We affirm the trial court’s judgment in part, reverse it in part, and remand for further proceedings consistent with this opinion.

I. BACKGROUND

A. Factual allegations

Appellants alleged the following facts, which appellees assumed to be true solely for purposes of their summary-judgment motion. A natural-gas pipeline exploded in Johnson County, Texas, on June 7,2010. The explosion seriously injured appellants Carl “Stacey” Neese 2 and Irl Hooper. It also killed Neese’s brother James Robert Neese. Appellant Mitzi Renfroe is James Robert Neese’s mother, and the remaining appellants are James Robert Neese’s children. We sometimes collectively refer to appellants as the “Clients.”

Appellees Ted B. Lyon Jr. and Marquette W. Wolf are Texas lawyers. Lyon is the president and director of appellee Ted B. Lyon & Associates, P.C., and Wolf works for that law firm. Appellee William Heidelberg is a private investigator.

Although Lyon, Wolf, and the Lyon law firm had no prior relationship with the Neeses, they hired Heidelberg to solicit the Neese family to hire Lyon and his firm as their attorneys. Heidelberg traveled to Oklahoma and contacted Neese. He falsely told Neese that he was investigating the pipeline explosion for an organization called the Danielle Smalley Foundation and that he was not associated with any law firm. Heidelberg also told Neese that he should consider hiring Lyon, who had previously obtained a verdict of several hundred million dollars for a victim of a different pipeline explosion. On June 25, 2010, Lyon and Wolf flew to Tulsa and met with Neese and other Neese family members. The Neeses hired the Lyon firm to represent them in any pipeline-explosion litigation for a 40% contingency fee.

Heidelberg asked Neese if he knew anyone else who was injured in the explosion, and Neese referred him to Hooper. Heidelberg met with Hooper in the hospital and was introduced to Hooper as an investigator for the Danielle Smalley Foundation. According to Hooper’s summary-judgment affidavit, Neese told Hooper that Heidelberg was not associated with any law firm. Heidelberg did not deny these statements, and he told Hooper that he should consider hiring Lyon, again because of Lyon’s prior success. Another lawyer with the Lyon law firm later flew to Oklahoma and got Hooper to hire the Lyon law firm on a 40% contingency-fee basis. Hooper’s affidavit indicates this meeting took place on or after July 5, 2010, Heidelberg was paid a $50,000 bonus by the other appellees for successfully soliciting the Neeses and Hooper.

Lyon, Wolf, and the Lyon law firm filed a lawsuit for the Neeses and Hooper. That lawsuit eventually settled. The Clients paid attorneys’ fees and expenses to the Lyon appellees. The Clients later learned of Heidelberg’s relationship with the Lyon appellees.

B. Procedural history

The Clients sued appellees, asserting the following claims and requesting the *375 following remedies in their fifth amended petition: (1) barratry -and fee ■ forfeiture, (2) breach of fiduciary duty, (3) fraud by nondisclosure, omission, or concealment, (4) rescission, (5) unjust enrichment, (6) legal malpractice, (7) conspiracy, (8) violations of the Texas Deceptive Trade Practices Act, (9) suspension from the practice of law and revocation of license, and (10) an accounting. Appellees then filed a second amended summary-judgment 'motion, which was expressly a “traditional” motion under Rule 166a(c). The Clients timely responded and also timely filed a sixth amended petition in which they added a claim for “money had and received and/or quantum valebant.” Appellees addressed the new claim in a “supplement” to their second amended motion for summary judgment, and the Clients filed a special exception arid response to the supplement.

After a hearing, the trial judge signed a take-nothing summary judgment in favor of appellees. The Clients timely perfected this appeal.

II. STANDARD OF REVIEW

We review a traditional summary judgment under a de novo standard of review. Smith v. Deneme, 285 S.W.3d 904, 909 (Tex.App.-Dallas 2009, no pet.). When we review a traditional summary judgment for a defendant, we determine whether the defendant conclusively disproved an element of the plaintiffs claim or conclusively proved every element of an affirmative defense. Am. Tobacco Co. v. Grinnell, 951 S.W.2d 420, 425 (Tex.1997). We must take evidence favorable to the nonmovant as true, and we must indulge every reasonable inference and resolve every doubt in the nonmovant’s favor. Sysco Food Servs., Inc. v. Trapnell, 890 S.W.2d 796, 800 (Tex.1994). A matter is conclusively established if ordinary minds could not differ as to the conclusion to be drawn- from the evidence. In re Estate of Hendler, 316 S.W.3d 703, 707 (Tex.App.-Dallas 2010, no pet.).

Although appellees attached some evidence to their summary-judgment motion, such as the fee agreements and some evidence regarding the course of the underlying pipeline-explosion litigation, they relied principally on the averments in appellants’ live petition, the truth of which appellees accepted solely for purposes of summary judgment. .-Although pleadings -generally do not constitute summary-judgment evidence, a summary-judgment movant may rely on judicial admissions in the nonmov-ant’s live , pleading. See Commercial Structures & Interiors, Inc. v. Liberty Educ. Ministries, Inc., 192 S.W.3d 827, 835 (Tex.App.-Fort Worth 2006, no pet.) (“[I]f a plaintiffs pleadings contain judicial admissions negating a cause of action, summary judgment may properly be granted on the basis of the pleadings.”); see also Tex. Dep’t of Corr. v. Herring, 513 S.W.2d 6, 9 (Tex.1974) (“It is recognized that a party may plead himself out of court; e.g., the plaintiff may plead facts which affirmatively negate his cause of action.”). When we review a summary judgment against a plaintiff based on the pleadings, we view the facts in the pleadings in the light most favorable to the plaintiff. Murphy v. Gruber, 241 S.W.3d 689, 691 n. 2 (Tex.App.-Dallas 2007, pet. denied).

The Clients attached evidence to their summary-judgment response, principally affidavits by Neese, Hooper, and an attorney who worked for the Lyon law firm from 2007 until 2012. These affidavits largely repeat and elaborate on the facts pleaded in the Clients’ sixth amended petition.

III. Analysis

The Clients raise thirteen issues on appeal. The -first issue is a general aver- *376

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479 S.W.3d 368, 2015 Tex. App. LEXIS 8102, 2015 WL 4600046, Counsel Stack Legal Research, https://law.counselstack.com/opinion/carl-stacey-neese-individually-and-anf-of-logen-neese-cameron-neese-texapp-2015.