Doris Imogene Baker, Carol Beck, Daniel Beck, Patricia Brooks, Robert Brooks, Evelyn Elliott, Judy Evans, Connie Fickle, Dorothy Milberger, and Lionel Milberger v. Energy Transfer Company, D/B/A ETC Texas Pipeline, LTD. and Burlington Resources Oil & Gas Company, LP

CourtCourt of Appeals of Texas
DecidedSeptember 28, 2011
Docket10-09-00214-CV
StatusPublished

This text of Doris Imogene Baker, Carol Beck, Daniel Beck, Patricia Brooks, Robert Brooks, Evelyn Elliott, Judy Evans, Connie Fickle, Dorothy Milberger, and Lionel Milberger v. Energy Transfer Company, D/B/A ETC Texas Pipeline, LTD. and Burlington Resources Oil & Gas Company, LP (Doris Imogene Baker, Carol Beck, Daniel Beck, Patricia Brooks, Robert Brooks, Evelyn Elliott, Judy Evans, Connie Fickle, Dorothy Milberger, and Lionel Milberger v. Energy Transfer Company, D/B/A ETC Texas Pipeline, LTD. and Burlington Resources Oil & Gas Company, LP) 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
Doris Imogene Baker, Carol Beck, Daniel Beck, Patricia Brooks, Robert Brooks, Evelyn Elliott, Judy Evans, Connie Fickle, Dorothy Milberger, and Lionel Milberger v. Energy Transfer Company, D/B/A ETC Texas Pipeline, LTD. and Burlington Resources Oil & Gas Company, LP, (Tex. Ct. App. 2011).

Opinion

WITHDRAWN 10-19-11 REISSUED 10-19-11 IN THE TENTH COURT OF APPEALS

No. 10-09-00214-CV

DORIS IMOGENE BAKER, CAROL BECK, DANIEL BECK, PATRICIA BROOKS, ROBERT BROOKS, EVELYN ELLIOTT, JUDY EVANS, CONNIE FICKLE, DOROTHY MILBERGER, AND LIONEL MILBERGER, Appellants v.

ENERGY TRANSFER COMPANY, D/B/A ETC TEXAS PIPELINE, LTD. AND BURLINGTON RESOURCES OIL & GAS COMPANY, LP, Appellees

From the 82nd District Court Robertson County, Texas Trial Court No. 06-09-17,609-CV

MEMORANDUM OPINION

In September 2006, Appellants sued Energy Transfer Company (ETC) and

Burlington Resources Oil & Gas Company, LP (Burlington), alleging numerous causes

of action pertaining to the venting of hydrogen sulfide from ETC’s natural gas treating plant, which is near Appellants’ residences. After the trial court denied Appellants’

request for a temporary injunction, the case lay dormant for a year and a half.

In May 2008, the trial court entered an agreed scheduling order that required

Appellants to designate experts and provide expert reports by November 15, 2008. That

deadline was extended by agreement to December 15. After Appellants unsuccessfully

sought another extension of that deadline from the trial court on December 14, they

served their designation of experts on December 15 and hand-delivered alleged reports

and supporting documents the next day.

ETC and Burlington jointly moved to strike Appellants’ expert designation on

the grounds that it was inadequate and incomplete. After a hearing, the trial court

granted the motion to strike. ETC and Burlington then filed traditional and no-evidence

motions for summary judgment, which the trial court granted. The trial court also

sustained ETC and Burlington’s objections to Appellants’ summary-judgment evidence.

Raising five issues, Appellants assert that the trial court erred in granting the motions to

strike and for summary judgment and in sustaining the objections. By cross-appeal,

ETC and Burlington assert that the trial court erred in not awarding them their court

costs.

Expert Designation

Under the agreed scheduling order, Appellants were required “to designate

experts and provide reports with all materials required by Rule 194.2(f).” See TEX. R.

APP. P. 194.2(f); 195.5. The purpose of Rule 194.2(f) is “to give the opposing party

sufficient information about the expert’s opinions to prepare to cross-examine the

Baker v. Energy Transfer Company Page 2 expert and to prepare expert rebuttal evidence.” Miller v. Kennedy & Minshew, P.C., 142

S.W.3d 325, 348 (Tex. App.—Fort Worth 2003, pet. denied). Expert reports serve a

similar purpose; such disclosures and expert reports not only prevent trial by ambush,

but affect the opposing party’s preparation for trial. See Baize v. Scott & White Clinic, No.

03-05-00780-CV, 2007 WL 135956, at *7 (Tex. App.—Austin Jan. 22, 2007, pet. denied)

(mem. op.); see also Hull v. South Coast Catamarans, L.P., --- S.W.3d ---, ---, 2011 WL

1835309, at *5 (Tex. App.—Houston [1st Dist.] May 12, 2011, pet. filed).

A failure to properly designate expert witnesses results in the automatic

exclusion of the expert testimony unless the offering party demonstrates good cause for

the failure or a lack of unfair surprise. See TEX. R. APP. P. 193.6(a); Perez v. Embree Constr.

Group, Inc., 228 S.W.3d 875, 884 (Tex. App.—Austin 2007, pet. denied). We review the

trial court’s striking of Appellants’ designation of experts for an abuse of discretion. See

Mentis v. Barnard, 870 S.W.2d 14, 16 (Tex. 1994); Perez, 228 S.W.3d at 884.

ETC and Burlington contend that Appellants’ expert designation failed to meet

the requirements of Rule 194.2(f) and that Appellants failed to provide final expert

reports. Appellants contend that they met the rules’ requirements and provided the

reports that were required.

Rule 194.2(f) provides for the disclosure of the following for testifying experts:

(1) the expert’s name, address, and telephone number; (2) the subject matter on which the expert will testify; (3) the general substance of the expert’s mental impressions and opinions and a brief summary of the basis for them, or if the expert is not retained by, employed by, or otherwise subject to the control of the responding party, documents reflecting such information;

Baker v. Energy Transfer Company Page 3 (4) if the expert is retained by, employed by, or otherwise subject to the control of the responding party: (A) all documents, tangible things, reports, models, or data compilations that have been provided to, reviewed by, or prepared by or for the expert in anticipation of the expert’s testimony; and (B) the expert’s current resume and bibliography;

TEX. R. APP. P. 194.2(f)

Appellants designated experts in four areas: (1) medical; (2) engineering and

scientific; (3) environmental health; and (4) real estate valuation.

Medical: For their medical experts, which Appellants assert are non-retained

experts, Appellants designated over twenty health-care providers and their custodians

of records. Appellants stated that the subject matter on which these persons would

testify included the matters in their records and incorporated by reference all the

information in their records, including opinions about Appellants’ “pain, mental

anguish, medical care, medical expenses, limitations, disfigurement, physical

impairment, wage earning capacity, surgery, or any other medical issue in this case.”

Appellants did not provide any mental impressions or opinions of these persons or a

brief summary of their bases, instead referring to previously tendered medical and

billing records that reflect the opinions.

But as ETC and Burlington point out, Appellants did not identify any particular

document containing opinions about the many above topics, and none of the allegedly

“previously tendered” documents were included with the documents tendered with the

expert designation. And for the two dozen or so identified health-care providers,

Appellants did not state which type of care or medical field was involved. Under all of

Baker v. Energy Transfer Company Page 4 these circumstances, we cannot say that the trial court abused its discretion in striking

the designation of medical experts. See, e.g., Cirlos v. Gonzalez, No. 04-02-00095, 2002 WL

31423885, at *2 (Tex. App.—San Antonio Oct. 30, 2002, pet. denied) (mem. op.) (holding

trial court did not abuse its discretion in excluding non-retained physician’s expert

opinion where plaintiff had directed the opposing party to physician’s records).

Engineering and scientific: In the engineering and scientific area, Appellants

identified two experts, Galen Hartman and Lionel Milberger, one of the appellants, and

produced their purported reports. We agree with ETC and Burlington that one of

Hartman’s produced reports is actually just a pre-suit interim memorandum to

Appellants’ original attorney. It is dated March 17, 2006 and contains mostly detailed

background information and a host of recommendations regarding what information

and documents should be obtained. It plainly is not an expert report that discloses

Hartman’s mental impressions and opinions and the basis for them. The other alleged

Hartman report (it references Hartman’s company and office address) is an undated

and unsigned two-page document with no heading or letterhead. While it does contain

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Doris Imogene Baker, Carol Beck, Daniel Beck, Patricia Brooks, Robert Brooks, Evelyn Elliott, Judy Evans, Connie Fickle, Dorothy Milberger, and Lionel Milberger v. Energy Transfer Company, D/B/A ETC Texas Pipeline, LTD. and Burlington Resources Oil & Gas Company, LP, Counsel Stack Legal Research, https://law.counselstack.com/opinion/doris-imogene-baker-carol-beck-daniel-beck-patricia-brooks-robert-texapp-2011.