C.H. Canada AND W.R. Canada, Jr. v. W.R. Canada, Jr. AND C.H. Canada and Mark Lieberman

CourtCourt of Appeals of Texas
DecidedApril 25, 2013
Docket02-11-00483-CV
StatusPublished

This text of C.H. Canada AND W.R. Canada, Jr. v. W.R. Canada, Jr. AND C.H. Canada and Mark Lieberman (C.H. Canada AND W.R. Canada, Jr. v. W.R. Canada, Jr. AND C.H. Canada and Mark Lieberman) 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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C.H. Canada AND W.R. Canada, Jr. v. W.R. Canada, Jr. AND C.H. Canada and Mark Lieberman, (Tex. Ct. App. 2013).

Opinion

COURT OF APPEALS SECOND DISTRICT OF TEXAS FORT WORTH

NO. 02-11-00483-CV

C.H. CANADA APPELLANT

V.

W.R. CANADA, JR. APPELLEE

AND

W.R. CANADA, JR. APPELLANT

C.H. CANADA AND MARK APPELLEES LIEBERMAN

----------

FROM THE 393RD DISTRICT COURT OF DENTON COUNTY

MEMORANDUM OPINION1

1 See Tex. R. App. P. 47.4. I. INTRODUCTION

In 2011, Appellant C.H. Canada (Carol) filed a bill of review challenging an

agreed divorce decree that was signed on May 18, 2000. The trial court granted

a combined traditional and no-evidence motion for summary judgment filed by

W.R. Canada, Jr. (Ralph). Carol perfected an appeal, raising eleven issues

challenging the summary judgment. We will affirm.

The trial court also found that Carol‘s claims had been brought in bad faith

and in violation of Texas Rule of Civil Procedure 13 and signed an order

sanctioning Carol but declined to impose sanctions on Carol‘s attorney, Mark

Lieberman. Ralph perfected an appeal, raising one issue challenging the trial

court‘s refusal to sanction Lieberman. We will affirm.

II. FACTUAL BACKGROUND

Carol and Ralph married on December 31, 1993. Ralph asked Carol for a

divorce in November 1999, and Carol and Ralph executed an agreed decree of

divorce on May 18, 2000. The decree awarded Ralph

[a]ll sums of money and other assets held for the benefit of W.R. CANADA, JR., whether matured or unmatured, accrued or unaccrued, vested or otherwise, together with all increases thereof, the proceeds therefrom, and any other rights related to any profit- sharing plan, retirement plan, Keogh plan, pension plan, employee stock option plan, 401(k) plan, employee savings plan, accrued unpaid bonuses, salaries or commissions, disability plans, retirement plans, deferred compensation plans or other benefits existing by reason of W.R. CANADA, JR.‘s past, present, or future employment.

According to Carol, ten and a half years later, in December 2010, she ran

an internet search and discovered litigation between Ralph and his former

2 employer, The Heritage Organization, revealing that Ralph allegedly ―had earned

substantial income and had acquired substantial assets deferred income [sic]

that he had never disclosed to her during their marriage or prior to the entry of

the divorce decree.‖ Carol concluded that Ralph allegedly had misstated their

marital assets during the divorce by not revealing deferred compensation that he

was entitled to receive. Carol claims that if she had known about this

information, she would not have entered into the consent divorce agreement.

Carol sued Ralph in 2011, pleading various causes of action; she

contended that the statute of limitations applicable to her pleaded claims did not

accrue until December 2010 when she discovered them and that Ralph had

fraudulently concealed the compensation owed him from Heritage, tolling the

statute of limitations.

Ralph filed a general denial and alleged numerous affirmative defenses,

including limitations. He also moved for sanctions jointly and severally against

Carol and Lieberman. Eventually, Ralph filed a combined traditional and no-

evidence motion for summary judgment, asserting the affirmative defense of

limitations as one of his grounds for summary judgment.

The trial court granted Ralph‘s traditional and no-evidence motion for

summary judgment. The trial court later granted Ralph‘s motion for sanctions

against Carol and simultaneously denied Ralph‘s motion for sanctions against

Lieberman. These appeals followed.

3 III. SUMMARY JUDGMENT WAS PROPER ON RALPH’S STATUTE OF LIMITATIONS DEFENSE

In her second issue, Carol argues that Ralph failed to meet his summary

judgment burden to conclusively establish every element of the affirmative

defense of limitations as to each of her claims. Carol argues that she pleaded

the discovery rule and fraudulent concealment and that Ralph did not negate

these theories.

A. Standard of Review

We review a summary judgment de novo. Travelers Ins. Co. v. Joachim,

315 S.W.3d 860, 862 (Tex. 2010). We consider the evidence presented in the

light most favorable to the nonmovant, crediting evidence favorable to the

nonmovant if reasonable jurors could and disregarding evidence contrary to the

nonmovant unless reasonable jurors could not. Mann Frankfort Stein & Lipp

Advisors, Inc. v. Fielding, 289 S.W.3d 844, 848 (Tex. 2009). We indulge every

reasonable inference and resolve any doubts in the nonmovant‘s favor. 20801,

Inc. v. Parker, 249 S.W.3d 392, 399 (Tex. 2008). On appeal, we will affirm the

summary judgment if any ground raised by the prevailing party in its summary

judgment motion has merit. Bradley v. State ex. rel. White, 990 S.W.2d 245, 247

(Tex. 1999).

A defendant is entitled to summary judgment on an affirmative defense if

the defendant conclusively proves all the elements of the affirmative defense.

Frost Nat’l Bank v. Fernandez, 315 S.W.3d 494, 508–09 (Tex. 2010), cert.

4 denied, 131 S. Ct. 1017 (2011); see Tex. R. Civ. P. 166a(b), (c). To accomplish

this, the defendant-movant must present summary judgment evidence that

conclusively establishes each element of the affirmative defense. See Chau v.

Riddle, 254 S.W.3d 453, 455 (Tex. 2008). To conclusively establish the

affirmative defense of limitations, a defendant must (1) conclusively prove that

the cause of action accrued before the commencement of the statute of

limitations period, and (2) negate the discovery rule, if it applies and has been

pleaded or otherwise raised, by proving as a matter of law that there is no

genuine issue of material fact about when the plaintiff discovered, or in the

exercise of reasonable diligence should have discovered, the nature of her injury.

KPMG Peat Marwick v. Harrison Cnty. Hous. Fin. Corp., 988 S.W.2d 746, 748

(Tex. 1999). If the defendant establishes that the statute of limitations bars the

action, the plaintiff must then adduce summary judgment proof raising a fact

issue in avoidance of the statute of limitations. See id.

B. The Discovery Rule and Fraudulent Concealment

Two doctrines may apply to extend the statute of limitations: the discovery

rule, which delays accrual of the cause of action, and fraudulent concealment,

which tolls the statute of limitations after a cause of action has accrued. Shell Oil

Co. v. Ross, 356 S.W.3d 924, 927 (Tex. 2011); BP Am. Prod. Co. v. Marshall,

342 S.W.3d 59, 65–67 (Tex. 2011).

The discovery rule is applied categorically to instances in which ―the nature

of the injury incurred is inherently undiscoverable and the evidence of injury is

5 objectively verifiable.‖ Marshall, 342 S.W.3d at 65 (citing Computer Assoc. Int’l,

Inc. v.

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