Eugene v. McMahon v. Marcia Zimmerman, Individually, and the Zimmerman Law Firm, LLP

433 S.W.3d 680, 2014 WL 1258815, 2014 Tex. App. LEXIS 3365
CourtCourt of Appeals of Texas
DecidedMarch 27, 2014
Docket01-12-01090-CV
StatusPublished
Cited by43 cases

This text of 433 S.W.3d 680 (Eugene v. McMahon v. Marcia Zimmerman, Individually, and the Zimmerman Law Firm, LLP) 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
Eugene v. McMahon v. Marcia Zimmerman, Individually, and the Zimmerman Law Firm, LLP, 433 S.W.3d 680, 2014 WL 1258815, 2014 Tex. App. LEXIS 3365 (Tex. Ct. App. 2014).

Opinion

OPINION

HARVEY BROWN, Justice.

This appeal arises out of a legal malpractice suit by Eugene McMahon against Marcia Zimmerman and the Zimmerman Law Firm (collectively Zimmerman) concerning Zimmerman’s representation of McMahon in his divorce. McMahon contended that Zimmerman’s negligent legal advice caused him to agree to assume nearly all of the community debt, resulting in approximately $300,000 in damages to him. Zimmerman asserted counterclaims, including breach of contract for failure to pay attorney’s fees in the divorce proceeding.

The trial court granted Zimmerman’s motion to strike portions of McMahon’s expert witness’s report and Zimmerman’s no-evidence motion for summary judgment on McMahon’s legal malpractice claim. Following a bench trial on the remaining counterclaims, Zimmerman obtained a judgment against McMahon for breach of contract and was awarded $6,000 in attorney’s fees.

In three issues, McMahon contends that the trial court erred by (1) striking portions of McMahon’s expert witness’s report, (2) granting Zimmerman’s no-evidence motion for summary judgment on the legal malpractice claim, and (3) awarding $6,000 in attorney’s fees to Zimmerman on her breach-of-contract claim without any testimony from Zimmerman’s counsel segregating the fee for defense of the legal malpractice claim from the fee for prosecuting the breach-of-contract claim.

We affirm.

Background

McMahon hired Zimmerman to represent him in a divorce. Before the divorce was finalized, Zimmerman withdrew her representation of McMahon. A short time later, McMahon and his wife entered into an Agreed Final Decree of Divorce. The decree was not included in the appellate record.

After his divorce was final, McMahon sued Zimmerman for legal malpractice. McMahon alleged that Zimmerman’s negligent representation of him caused him approximately $300,000 in damages because the division of community property under the terms of the agreed divorce decree was inequitable, leaving McMahon with the full amount of the community debt ($615,583) while giving his wife $30,000 in assets. McMahon retained an expert, Thomas Old-ham, “to testify on the elements of causation and damages regarding [his] claims for legal malpractice against Defendants.”

Oldham is a law professor at the University of Houston Law Center. His affidavit states that “the basic issue in the McMahon divorce was how to allocate the $600,000 in community debt that had been *685 incurred by the parties.” Oldham offered the following opinions:

If the issues had been litigated in the McMahon divorce ... the court would have asked [the wife] to bear a significant portion of the debt, particularly in light of her substantial premarital , savings that she retained after the divorce.
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In my expert opinion ... it was negligent for Ms. Zimmerman to recommend to Mr. McMahon that he accept the proposed settlement whereby he would be responsible for all the community debt. This proximately caused Mr. McMahon damage, because, after receiving the recommendation from Ms. Zimmerman that he agree to the proposed settlement, I have been told that he did agree to it and ... Mr. McMahon thereby became solely responsible for the $599,000 in community debt that accrued during the marriage.

Zimmerman filed a motion to exclude Oldham’s expert testimony, arguing that (1) Oldham’s opinions were unreliable; (2) he impermissibly sought to testify about “pure matters of law;” and (3) he was not adequately qualified. Zimmerman also filed a no-evidence motion for summary judgment on McMahon’s legal malpractice claim. After a hearing on both matters, the trial court entered an order striking key portions of Oldham’s testimony, including the opinions quoted above, and an order granting Zimmerman’s no-evidence motion for summary judgment on the legal-malpractice claim.

Zimmerman proceeded to trial on her counter-claims for breach of contract and defamation. At the conclusion of the bench trial, the trial court entered a final judgment for Zimmerman on the breach-of-contract claim, awarding her $3,107 in damages and $6,000 in attorney’s fees. McMahon timely appealed.

Expert Witness

McMahon contends that the trial court erred in-striking portions of his expert’s affidavit. The order striking Oldham’s opinions specifically states that the trial court sustained Zimmerman’s objections to the opinions “based on speculation, relevance, reliability, and matters purely of law.”

A. Standard of review

A trial court’s determination of whether an expert’s opinion is admissible under rule 702 of the Texas Rules of Evidence is reviewed for an abuse of discretion. See Tex.R. Evid. 702; Gammill v. Jack Williams Chevrolet, Inc., 972 S.W.2d 713, 718-19 (Tex.1998); Cooper Tire & Rubber Co. v. Mendez, 204 S.W.3d 797, 800-01 (Tex.2006). Under this standard, the trial court has broad discretion in deciding whether to admit or exclude expert testimony. Wilson v. Shanti, 333 S.W.3d 909, 913 (Tex.App.-Houston [1st Dist.] 2011, pet. denied). .The trial court abuses its discretion when its ruling is arbitrary, unreasonable, or without reference to any guiding rules or legal principles. See Bocquet v. Herring, 972 S.W.2d 19, 21 (Tex.1998). When a trial court excludes an expert’s testimony on multiple grounds, we will affirm the ruling so long as any one of the bases is legally valid. Buls v. Fuselier, 55 S.W.3d 204, 208 (Tex.App.-Texarkana 2001, no pet.) (“Because the trial court did not specify the grounds on which it excluded Naples’ testimony, we will affirm the trial court’s ruling if the ruling is correct on any theory supported by the pleadings and evidence.”).

B. Rule 702’s requirements

Under Rule 702, an expert’s opinion is admissible if it satisfies three re *686 quirements: the expert is qualified, the opinion is sufficiently reliable under Robinson and its progeny, and the testimony assists the trier of fact. Tex.R. Evid. 702; E.I. du Pont de Nemours & Co. v. Robinson, 923 S.W.2d 549, 556 (Tex.1995). The reliability inquiry also requires satisfaction of three requirements — “namely, the expert’s methodology, foundational data, and whether too great an analytical gap exists as the expert connects the foundational data or methodology with the opinion.” Wilson, 333 S.W.3d at 913; see also Harris Cnty. Appraisal Dist. v. Hous. 8th Wonder Prop., L.P., 395 S.W.3d 245, 253-54 (Tex.App.-Houston [1st Dist.] 2012, pet. denied) (“As to reliability, the court must examine the expert’s methodology, foundational data, and whether too great an analytical gap exists between the data and methodology, on the one hand, and the expert’s opinions, on the other.”).

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433 S.W.3d 680, 2014 WL 1258815, 2014 Tex. App. LEXIS 3365, Counsel Stack Legal Research, https://law.counselstack.com/opinion/eugene-v-mcmahon-v-marcia-zimmerman-individually-and-the-zimmerman-law-texapp-2014.