Emory B. Perry, James R. Palmersheim, Thomas Palmersheim, John Kee, David J. Herbert, Paul Bowman, John Chambers, Bradley P. Nordgren, Craig S. Nordgren, Rex Madion, William J. Drasky, Samantha Paulson, Kenneth Paulson, and Fred Ananian v. Darryl R. Cohen Andrew M. Brown Jenkens & Gilchrist Parker Chapin, L.L.P. And Jenkens & Gilchrist, P.C.

CourtCourt of Appeals of Texas
DecidedMarch 26, 2009
Docket03-05-00786-CV
StatusPublished

This text of Emory B. Perry, James R. Palmersheim, Thomas Palmersheim, John Kee, David J. Herbert, Paul Bowman, John Chambers, Bradley P. Nordgren, Craig S. Nordgren, Rex Madion, William J. Drasky, Samantha Paulson, Kenneth Paulson, and Fred Ananian v. Darryl R. Cohen Andrew M. Brown Jenkens & Gilchrist Parker Chapin, L.L.P. And Jenkens & Gilchrist, P.C. (Emory B. Perry, James R. Palmersheim, Thomas Palmersheim, John Kee, David J. Herbert, Paul Bowman, John Chambers, Bradley P. Nordgren, Craig S. Nordgren, Rex Madion, William J. Drasky, Samantha Paulson, Kenneth Paulson, and Fred Ananian v. Darryl R. Cohen Andrew M. Brown Jenkens & Gilchrist Parker Chapin, L.L.P. And Jenkens & Gilchrist, P.C.) 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
Emory B. Perry, James R. Palmersheim, Thomas Palmersheim, John Kee, David J. Herbert, Paul Bowman, John Chambers, Bradley P. Nordgren, Craig S. Nordgren, Rex Madion, William J. Drasky, Samantha Paulson, Kenneth Paulson, and Fred Ananian v. Darryl R. Cohen Andrew M. Brown Jenkens & Gilchrist Parker Chapin, L.L.P. And Jenkens & Gilchrist, P.C., (Tex. Ct. App. 2009).

Opinion

TEXAS COURT OF APPEALS, THIRD DISTRICT, AT AUSTIN

ON REMAND

NO. 03-05-00786-CV

Emory B. Perry, James R. Palmersheim, Thomas Palmersheim, John Kee, David J. Herbert, Paul Bowman, John Chambers, Bradley P. Nordgren, Craig S. Nordgren, Rex Madion, William J. Drasky, Samantha Paulson, Kenneth Paulson, and Fred Ananian, Appellants

v.

Darryl R. Cohen, Andrew M. Brown; Jenkens & Gilchrist Parker Chapin, L.L.P.; and Jenkens & Gilchrist, P.C., Appellees

FROM THE DISTRICT COURT OF TRAVIS COUNTY, 98TH JUDICIAL DISTRICT NO. GN403943, HONORABLE PAUL DAVIS, JUDGE PRESIDING

OPINION

We consider this appeal on remand from the supreme court. See Perry v. Cohen,

272 S.W.3d 585, 586 (Tex. 2008) (per curiam). Appellants contend that the trial court erred in

granting appellees’ special exceptions and in dismissing appellants’ claims. Because we conclude

the trial court did not err in granting appellees’ special exceptions or in dismissing appellants’ claims

with prejudice, we affirm the trial court’s orders. FACTS AND PROCEDURAL BACKGROUND

Appellants are fourteen individual shareholders1 of RAMP Corporation (collectively

“shareholders”), a now-defunct company that developed communications technologies for the health

care industry. Appellees Darryl R. Cohen and Andrew M. Brown are former directors of RAMP,

and appellees Jenkens & Gilchrist Parker Chapin, L.L.P., and Jenkens & Gilchrist, P.C., are law

firms that represented RAMP in securities matters.2 The shareholders filed suit in December 2004

alleging negligence, common law fraud, statutory fraud, and conspiracy. In their original petition,

the shareholders alleged that the defendants made numerous misrepresentations on which the

shareholders relied to their detriment.3 The shareholders alleged that these misrepresentations

induced them to hold and refrain from selling their RAMP stock. The shareholders did not specify

which misrepresentations by which defendant each shareholder relied upon, nor did the shareholders

specify the maximum amount of damages requested by each shareholder.

In response to the original petition, the defendants filed special exceptions4 on the

ground that the shareholders failed to give fair notice to the defendants as to which of the alleged

claims each defendant must defend. The defendants also excepted to the shareholders’ failure to

1 Although six of the shareholders reside in Texas, the other eight shareholders reside in Alabama (1), California (1), Colorado (1), Florida (1), Massachusetts (2), and Virginia (2). 2 We refer to the appellees collectively as the “defendants.” 3 In their original petition, the shareholders named Cohen, Brown, and the Blackhills Investment Corporation as defendants. The shareholders added Jenkens & Gilchrist Parker Chapin, L.L.P., and Jenkens & Gilchrist, P.C., as defendants in their first amended petition filed March 31, 2005. 4 Special exceptions inform the opposing party of defects in its pleadings, so the party may have an opportunity to cure the defect. See Horizon v. Auld, 34 S.W.3d 887, 897 (Tex. 2000).

2 allege specific acts of negligence or identify with particularity the statements made by each

defendant. In addition, the defendants excepted to the shareholders’ failure to plead all elements of

their stated causes of action and the shareholders’ failure to set forth their request for damages with

particularity as required by rule 47 of the Texas Rules of Civil Procedure, to break down the amount

of damages requested, or to plead the maximum amount of damages requested.

Amended Petitions

The shareholders filed an amended petition, and the defendants again filed special

exceptions. The defendants reasserted their previous special exceptions and also excepted to the

shareholders’ claims on the ground that the shareholders’ claims were derivative claims5 that

belonged to the corporation and therefore the shareholders lacked standing. The shareholders filed

a second amended petition alleging claims of negligent misrepresentation, common law fraud,

statutory fraud, violations of the Texas Securities Act,6 and conspiracy. The defendants again filed

special exceptions re-urging the exceptions that the shareholders’ claims were derivative in nature

because they were predicated on the decline in value of RAMP stock. The defendants further

excepted to the shareholders’ claims on the ground that, even if they were derivative in nature, the

shareholders had failed to plead with specificity the allegations supporting each cause of action by

each shareholder against each defendant and that the shareholders had failed to specify the maximum

5 The American Law Institute describes a derivative claim as “a wrongful act that depletes corporate assets and thereby injures shareholders only indirectly.” Principles of Corporate Governance: Analysis and Recommendation § 7.01 cmt. c (2005). “Conversely, a wrongful act that is separate and distinct from any corporate injury, such as one that denies or interferes with the rightful incidents of share ownership, gives rise to a direct action.” Id. 6 Tex. Rev. Civ. Stat. Ann. arts. 581-1 to -43 (West 1964 & Supp. 2008).

3 damages requested by each shareholder. The defendants also excepted to the shareholders’ second

amended petition on the grounds that the shareholders failed to allege any transaction in which they

were “in privity” with the defendants—that is, the shareholders failed to allege that they purchased

their shares of RAMP stock from the defendants—and therefore failed to allege a cognizable claim

under the Texas Securities Act.

The trial court signed an order sustaining the defendants’ special exceptions and

ordered the shareholders to replead within 45 days as follows:

It is ORDERED that Plaintiffs must replead specifically the allegations supporting each cause of action by each Plaintiff against each Defendant.

It is ORDERED that each Plaintiff must replead specifically identifying the maximum amount each Plaintiff seeks in damages.

It is ORDERED that each Plaintiff must replead specifically to identify any alleged harm, damage, or injury distinct from any injury to the corporation, if possible.

The trial court’s order further specified that if the shareholders failed to replead in accordance with

the order granting special exceptions, their claims would be dismissed.

Although the shareholders filed a third amended petition in an attempt to comply with

the trial court’s order, the defendants filed a motion to dismiss and enforce the trial court’s order

sustaining special exceptions. After a hearing on the defendants’ motion, the trial court entered an

order dismissing all of the shareholders’ claims with prejudice for failure to comply with the trial

court’s order on special exceptions. In its order of dismissal, the trial court expressly found that the

shareholders’ third amended petition “fail[ed] to replead specifically the allegations supporting each

4 cause of action by each Plaintiff against each Defendant and . . . fail[ed] to replead specifically to

identify any alleged harm, damage or injury distinct from any injury to the Corporation.”

In their notice of appeal, the shareholders challenged only the trial court’s order of

dismissal. Concluding that the shareholders failed to challenge the trial court’s order granting

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Emory B. Perry, James R. Palmersheim, Thomas Palmersheim, John Kee, David J. Herbert, Paul Bowman, John Chambers, Bradley P. Nordgren, Craig S. Nordgren, Rex Madion, William J. Drasky, Samantha Paulson, Kenneth Paulson, and Fred Ananian v. Darryl R. Cohen Andrew M. Brown Jenkens & Gilchrist Parker Chapin, L.L.P. And Jenkens & Gilchrist, P.C., Counsel Stack Legal Research, https://law.counselstack.com/opinion/emory-b-perry-james-r-palmersheim-thomas-palmersheim-john-kee-david-texapp-2009.