Drilex Systems, Inc. v. Flores

1 S.W.3d 112, 42 Tex. Sup. Ct. J. 1121, 1999 Tex. LEXIS 103, 1999 WL 645156
CourtTexas Supreme Court
DecidedAugust 26, 1999
Docket98-0322
StatusPublished
Cited by105 cases

This text of 1 S.W.3d 112 (Drilex Systems, Inc. v. Flores) is published on Counsel Stack Legal Research, covering Texas Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Drilex Systems, Inc. v. Flores, 1 S.W.3d 112, 42 Tex. Sup. Ct. J. 1121, 1999 Tex. LEXIS 103, 1999 WL 645156 (Tex. 1999).

Opinions

[115]*115Justice ABBOTT

delivered the opinion of the Court,

in which Justice ENOCH, Justice BAKER, Justice HANKINSON, Justice O’NEILL, and Justice GONZALES join.

We grant the Flores family’s motion for rehearing. We withdraw our opinion dated July 1, 1999, and substitute the following in its place.

This case concerns the exclusion of an expert witness’s testimony for violating “the Rule”1 by discussing the case with a corporate representative. In addition, we clarify the proper procedure for applying settlement credits under Chapter 33 of the Civil Practice and Remedies Code when all of the plaintiffs are seeking damages for injury to the same person. Based on our resolution of these issues, we affirm the court of appeals’ judgment, as reformed, and remand this cause to the trial court to render judgment in accordance with this opinion.

I

Jorge Flores was employed as a roughneck/floorhand for Helmerick and Payne, a drilling contractor. Jorge’s hand was severely injured during a well-drilling operation for Amoco Production Company. Jorge, his wife Maria, and their three children Gina, Jose, and Georgette, sued Amoco, Drilex Systems, Inc., MASX Energy Services Group, and MASCO Industries, Inc. for Jorge’s injury.

Before trial, Amoco settled with all of the plaintiffs for a total of $774,675. The case proceeded to trial against Drilex, MASX, and MASCO (“Drilex”). On the first day of trial, Drilex invoked the Rule and asked that any witnesses present in the courtroom be sworn. The trial court swore in Jorge and Maria Flores and Tom Bailey, Drilex’s corporate representative. The court noted that these individuals were parties, and instructed that “anybody else” who stayed in the courtroom for a considerable time would not be allowed to testify. Although Texas Rule of Civil Procedure 267(d) requires the trial court to instruct witnesses placed under the Rule “that they are not to converse with each other or with any other person about the case other than the attorneys” and that “they are not to read any report of or comment upon the testimony in the case,” Tex.R. Civ. P. 267(d), the trial court did not give such an admonishment at that time. Drilex did not attempt to have the trial court exempt its expert witnesses from the Rule.

Plaintiffs then called their first witness, Tom Bailey. During Bailey’s testimony, one of Drilex’s testifying expert witnesses, Randy Acock, remained present. On the second day of trial, counsel for the Flores family moved to strike Acock as a witness, arguing that Acock had violated the Rule by being present during part of Bailey’s testimony. Drilex’s counsel argued that [116]*116Acock was exempt from the Rule because he was an expert. The trial court made no ruling at the time, and Acock left the courtroom.

When Drilex later called Acock to testify, counsel for the Flores family again objected to Acock’s testimony on the basis that Acock was present for a portion of Bailey’s testimony. After listening to counsel’s arguments and discussing the substance of Acock’s testimony, the court stated that it would allow Acock to testify. However, the court was then informed that Acock had also discussed the case with Bailey after Bailey had testified. Acock also admitted talking to another expert after hearing Bailey’s testimony, but stated that they did not discuss Bailey’s testimony. Based on this additional information, the trial court excluded Acock’s testimony.

At the conclusion of the trial, the jury returned a verdict finding that Drilex was sixty percent responsible, Amoco was thirty percent responsible, and Jorge Flores was ten percent responsible for causing Jorge’s injuries, and awarded a total of $2,145,000 in damages. After applying a credit for the Flores family’s settlement with Amoco, the trial court awarded Jorge $1,929,048, and ordered that all other plaintiffs take nothing.

Drilex appealed, arguing, among other things, that the trial court improperly excluded Acock’s testimony and failed to properly apply the settlement credit. The Fourth Court of Appeals affirmed the trial court’s exclusion of Acock’s testimony, but reformed the judgment after reallocating the settlement credit. Drilex petitioned for review in this Court. The Flores family filed a conditional petition for review solely on the settlement credit allocation issue.

II

Drilex argues that the trial court abused its discretion by excluding Acock’s testimony for violating the Rule, and that this error was harmful because Acock’s testimony was necessary to the presentation of its defense. We agree with the court of appeals that the trial court did not abuse its discretion, and in any event, the excluded testimony would have been cumulative.

A

Sequestration minimizes witnesses’ tailoring their testimony in response to that of other witnesses and prevents collusion among witnesses testifying for the same side. See Century 21 Real Estate Corp. v. Hometown Real Estate Co., 890 S.W.2d 118, 130 (Tex.App.—Texarkana 1994, writ denied); Gordon v. State, 796 S.W.2d 319, 323 (Tex.App.—Austin 1990, pet. ref'd); 1 Goode et al„ Texas PRACTICE: Guide to the Texas Rules of Evidence: Civil and CRIMINAL § 614.1, at 656-57 (2d ed.1993). The expediency of sequestration as a mechanism for preventing and detecting fabrication has been recognized for centuries. See 6 WigmoRe, Evidence § 1837, at 455-56 (Chadbourn rev., 1976). English courts incorporated sequestration long ago, and the practice came to the United States as part of our inheritance of the common law. Id. at 456; see also Geders v. United States, 425 U.S. 80, 87, 96 S.Ct. 1330, 47 L.Ed.2d 592 (1976). Today, most jurisdictions have expressly provided for witness sequestration by statute or rule. See 6 WigmoRe, supra § 1837, at 458.

In Texas, sequestration in civil litigation is governed by Texas Rule of Evidence 614 and Texas Rule of Civil Procedure 267. These rules provide that, at the request of any party,2 the witnesses on both sides shall be removed from the courtroom to some place where they cannot hear the testimony delivered by any other witness in the cause. Tex.R. Civ. P. 267(a); Tex.R. Evtd. 614. Certain classes of prospective witnesses, however, are exempt from exclusion from the courtroom, including: (1) a party who is a natural person or his or her spouse; (2) an officer or employee of a [117]*117party that is not a natural person and who is designated as its representative by its attorney; or (3) a person whose presence is shown by a party to be essential to the presentation of the cause. Tex.R. Civ. P. 267(b); Tex.R. Evm 614.

When the Rule is invoked, all parties should request the court to exempt any prospective witnesses whose presence is essential to the presentation of the cause. The burden rests with the party seeking to exempt an expert witness from the Rule’s exclusion requirement to establish that the witness’s presence is essential. See Burrhus v. M & S Supply, Inc., 933 S.W.2d 635, 643 n. 7 (Tex.App.—San Antonio 1996, writ denied); Kelley v. State, 817 S.W.2d 168, 172 (Tex.App.—Austin 1991, pet. ref'd); Texas Employers’ Ins. Ass’n v. Cervantes, 584 S.W.2d 376, 381 (Tex.Civ.App.—San Antonio 1979, writ ref'd n.r.e.).

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Bluebook (online)
1 S.W.3d 112, 42 Tex. Sup. Ct. J. 1121, 1999 Tex. LEXIS 103, 1999 WL 645156, Counsel Stack Legal Research, https://law.counselstack.com/opinion/drilex-systems-inc-v-flores-tex-1999.