Commonwealth County Mutual Insurance Co. v. Moctezuma

900 S.W.2d 798, 1995 Tex. App. LEXIS 1526, 1995 WL 240689
CourtCourt of Appeals of Texas
DecidedApril 26, 1995
Docket04-93-00689-CV
StatusPublished
Cited by1 cases

This text of 900 S.W.2d 798 (Commonwealth County Mutual Insurance Co. v. Moctezuma) 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
Commonwealth County Mutual Insurance Co. v. Moctezuma, 900 S.W.2d 798, 1995 Tex. App. LEXIS 1526, 1995 WL 240689 (Tex. Ct. App. 1995).

Opinions

HARDBERGER, Justice.

This is a case arising out of a car wreck, and a subsequent bad faith lawsuit against the insurance company. Both sides engaged in extensive legal maneuvering before the jury trial started. The insurance company first took a default judgment against its insured, Sanchez (the Defendant). Then the plaintiff entered into a settlement agreement with Sanchez, who owned the car, and Ocejo, who was driving the car. This agreed judgment was for $100,000 and included an agreement that recovery would only be sought against the insurance company, Viking. Sanchez and Ocejo then assigned over any rights they might have against the insurance company to the plaintiff Moctezuma. The insurance company responded by taking a second default judgment — this time against Ocejo. Then the plaintiff got a final judgment for $100,000 against Sanchez and Ocejo based on the earlier settlement agreement. A year passed, and finally the parties met in a contested hearing: a trial on the merits. Each was already armed with judgments against the other, claiming the matter had already been decided. The trial court put them to trial anyway, and Moctezuma, the plaintiff, won three out of four issues. Significantly, however, the jury failed to find bad faith on the part of the insurance company. The trial court entered a verdict for $100,000, plus another $40,000 in attorney’s fees. None of the jury issues inquired about the actual damages suffered by Moctezuma.

This court is not impressed with the unilateral documents collected by both parties. We also do not believe that extracontractual damages may be awarded in the absence of a bad faith finding. We affirm and reform the verdict for the policy limits of $20,050, plus attorney fees of 40% of the amount recovered ($8,020).

The Facts

Rosa Ocejo, driving a car owned by her step-father, Manuel Sanchez, rear-ended Lauro Moctezuma. There is conflicting evidence on the seriousness of the injuries received by Moctezuma. Sanchez had liability insurance with a $20,050 limit of liability for each person injured. The insurance company was Viking County Mutual Insurance Company a/k/a Commonwealth County Mutual Insurance Company (Viking). Viking decided that they might have a coverage defense because of conflicting statements made by Sanchez as to his giving the car to Ocejo. Viking got a legal opinion from an independent law firm which said that registration of the transferred title is not required to validly transfer ownership. With the matter still in dispute, Viking hired one lawyer, William Hubbard, to defend Sanchez and Ocejo. Viking then hired another lawyer, Charles King, to sue Sanchez and Ocejo for a declaratory judgment. Neither Sanchez, Ocejo or their Viking attorney, Hubbard showed up for this declaratory judgment hearing. Viking took a default judgment against both Sanchez and Ocejo. This document found, naturally enough, that Viking had no duty to defend the lawsuit.

Following these events, Moctezuma entered into an agreed judgment with Sanchez and Ocejo for $100,000. Moctezuma signed a covenant not to execute on the judgment, and Sanchez and Ocejo assigned any and all causes of action they had against Viking to [800]*800Moctezuma. Viking, of course, was not a part of this agreement, and was not present. Consequently, it too was self serving, but this time to the advantage of Moctezuma. Interestingly enough, Hubbard was there in his capacity as the defense lawyer for Sanchez and Ocejo (but being paid by Viking), and signed the settlement agreement.

When the case went to trial, the jury was only asked four questions, all of which they answered, and all of which we feel there was sufficient evidence to support their findings:

1. Sanchez had not given his car to Ocejo.
2. Viking had waived its right to deny liability coverage to Sanchez or Ocejo.
3. Viking did not knowingly commit an unfair act or practice that resulted in a monetary judgment against Sanchez and Ocejo.
4. A reasonable attorney’s fee for the plaintiffs attorney is 40% of the recovery.

The trial court rendered judgment for $140,000 on the verdict: $100,000 plus a 40% attorney’s fee.

Viking’s Default Judgment Against Sanchez and Ocejo

Viking filed a petition for declaratory judgment against Sanchez, Ocejo and Moctezuma in June, 1991 asking for a judicial declaration that it had no duty to defend and that there was no coverage. The relief sought was overly broad. At that point the court could only rule on the duty to defend, as will be explained later. No doubt realizing this, Viking then amended their petition, dropped the coverage request, and simply asked for a declaration on the duty to defend. Moctezu-ma answered the suit, and for a period of time Ocejo could not be served. Sanchez was served, and a default judgment was taken against him “for all relief requested in Plaintiffs Original Petition.” But the original petition had been amended, and therefore the effect of the judgment was limited to the request asked for in the amended petition that was then before the court, i.e., a declaration on the duty to defend. Viking then severed this judgment, making it final. Viking finally got service on Ocejo and in Feb., 1992, got a default judgment against her “for all relief requested in Plaintiff’s petition.” This order did not refer to which petition, but the only petition before the court was the amended petition seeking a declaration on the duty to defend. This judgment was also severed and made final.

The trial judge’s ruling only encompassed what was asked for in the amended petition, namely a ruling on the duty to defend. The court did not, and could not, have ruled on the superseded request for a declaration on the coverage or indemnity question because it would have been nothing more than an advisory opinion. This has been prohibited in general, and in these specific fact patterns for several years.

In the Supreme Court case of Firemen’s Insurance Company of Newark, New Jersey v. Burch, 442 S.W.2d 331 (Tex.1968), a trial court had ruled on both the duty to defend, as well as the coverage/indemnity question. The court was reversed.

The question of the insurance company’s duty to defend presented a justiciable issue ... However, that portion of the decree which attempts to declare the liability of the insurance company upon any judgment which may hereafter be rendered in the case of Burch v. Butler is purely advisory in nature and beyond the power and jurisdiction of the district court to render. Accordingly, such portion of the trial court’s judgment is vacated.

Id. at 332-333.

Several Texas cases have followed Burch. See Providence Lloyds v. Blevins, 741 S.W.2d 604 (Tex.App. — Austin 1987); Freeport Operators, Inc. v. Home Insurance Company, 666 S.W.2d 566 (Tex.App. — Houston [14th Dist.] 1984); Granite Construction Company, Inc. v. Bituminous Insurance Companies, 832 S.W.2d 427 (Tex.App.— Amarillo 1992).

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Related

Commonwealth County Mutual Insurance Co. v. Moctezuma
900 S.W.2d 798 (Court of Appeals of Texas, 1995)

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Bluebook (online)
900 S.W.2d 798, 1995 Tex. App. LEXIS 1526, 1995 WL 240689, Counsel Stack Legal Research, https://law.counselstack.com/opinion/commonwealth-county-mutual-insurance-co-v-moctezuma-texapp-1995.