Feltham v. Bell Helicopter Textron, Inc.

41 S.W.3d 384, 2001 Tex. App. LEXIS 1907, 2001 WL 280484
CourtCourt of Appeals of Texas
DecidedMarch 22, 2001
Docket2-99-095-CV
StatusPublished
Cited by7 cases

This text of 41 S.W.3d 384 (Feltham v. Bell Helicopter Textron, Inc.) 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
Feltham v. Bell Helicopter Textron, Inc., 41 S.W.3d 384, 2001 Tex. App. LEXIS 1907, 2001 WL 280484 (Tex. Ct. App. 2001).

Opinion

OPINION

HILL, Justice.

Appellants, Kim Gertrud Irmgard Felt-ham, individually and as natural guardian and next friend of Graham Lloyd Feltham, and Ryan Alexander Feltham, individually and as personal representative of the estate of Steven Lloyd Feltham, and Frank Joseph Yurkowski, intervenor, appeal from the trial court’s order dismissing their wrongful death action brought against Bell Helicopter Textron, Inc., (Bell Helicopter); Textron, Inc., (Textron); Hydraulic Research Textron, Inc.; Ronson Hydraulics Unit Corporation (Ronson Hydraulics); and Kaiser Aerospace & Electronics Corporation (Kaiser). Both Ronson Corporation and Ronson Hydraulics answered the suit in response to the allegations against Ronson Hydraulics. The trial court dismissed the case as to all appellees in response to Textron’s and Bell Helicopter’s motion to dismiss based upon the doctrine of forum non conveniens.

The appellants contend in four issues on appeal that: (1) the trial court abused its discretion in dismissing the lawsuit as to all defendants on the basis of forum non conveniens when only two of five defendants moved to dismiss on that ground; (2) there is no evidence or factually insufficient evidence that a dismissal on the ground of forum non conveniens as to the nonmoving defendants or Bell Helicopter and Textron was in the interest of justice; (3) the case should be reversed and remanded to the trial court, in light of the settlement of the intervenors’ claims and the dismissal of their appeal, to determine if the dismissal of the appellants’ case was in the interest of justice; and (4) the trial court erred in granting Ronson Corporation’s special appearance because the evidence proved that Ronson Corporation was subject to the jurisdiction of this court under both specific and general jurisdiction theories.

We affirm because the trial court did not abuse its discretion by dismissing the appellants’ claims as to Bell Helicopter and Textron on the basis of forum non conve-niens, nor as to those defendants who were not parties to the motion. Because of this determination, it is unnecessary to consider the appellants’ contention that the trial court erred in its ruling as to Ronson Corporation’s special appearance.

The appellants are the survivors and personal representative of Steven Lloyd *387 Feltham, who was tragically killed in the crash of a Bell 206L helicopter in January 1996. All of the appellants are Canadian residents and citizens, and the helicopter was manufactured, sold, maintained, and operated in Canada. The deceased pilot was a resident and citizen of Canada. Canadian authorities investigated the crash. The rotor system and the transmission of the helicopter were manufactured in Tar-rant County. There is a dispute as to whether the servo actuator, a part of the helicopter that the appellants contend was defective, was designed in Texas or in North Carolina, but there is no dispute that it was manufactured in the United States in a state other than Texas. Bell Helicopter designed the aircraft in Texas many years ago, and there are some records and witnesses connected with that design who reside in this state, although some of these witnesses have died or are retired.

The appellants contend in issue two that the trial court abused its discretion by dismissing this case against Bell Helicopter and Textron on the ground of forum non conveniens because the evidence did not show that such a dismissal was in the interest of justice.

Texas law, as it pertains to the doctrine of forum non conveniens, is set forth in the Texas Civil Practice and Remedies Code section 71.051. Tex. Civ. Prac. & Rem.Code Ann. § 71.051 (Vernon Supp.2001). Subsection (a) applies to plaintiffs who are not legal residents of the United States. That subsection provides that a trial court may dismiss a claim based upon the doctrine of forum non conveniens if it finds that in the interest of justice a claim would be more properly heard in a forum outside this state.

The applicable standard of our review is whether the trial court abused its discretion. Baker v. Bell Helicopter Tex-tron, Inc., 985 S.W.2d 272, 277 (Tex.App.— Fort Worth 1999, pet. denied). To determine whether the trial court abused its discretion, we must decide whether it acted without reference to any guiding rules or principles; in other words, whether the act was arbitrary or unreasonable. Id. Subsection (b) of section 71.051 includes certain factors that the movant must establish in order to have a case dismissed upon the doctrine of forum non conveniens where the plaintiff is a legal resident of the United States. Tex. Civ. Prac. & Rem.Code Ann. § 71.051(b). In such a case, the mov-ant must prove by a preponderance of the evidence that:

(1) an alternative forum exists in which the claim or action may be tried;

(2) the alternate forum provides an adequate remedy;

(3) maintenance of the claim or action in the courts of this state would work a substantial injustice to the moving party;

(4) the alternate forum, as a result of the submission of the parties or otherwise, can exercise jurisdiction over all the defendants properly joined to the plaintiffs claim;

(5) the balance of the private interest of the parties and the public interest of the state predominate in favor of the claim or action being brought in the alternate forum; and

(6) the stay or dismissal would not result in unreasonable duplication or proliferation of litigation.

Although these factors are not controlling where the plaintiff is not a resident of the United States, they are still instructive in our determination of whether the trial court abused its discretion by dismissing the appellants’ claims based upon the doctrine of forum non conveniens. Baker, 985 S.W.2d at 277.

*388 We first consider whether an alternative forum exists in which the claim or action may be tried and whether the alternate forum provides an adequate remedy. Canada is a nation with courts rooted, as are ours, in the common law. There is a presumption that foreign law is the same as that of Texas, in the absence of pleading and proof of such law. Jacobs v. Theimer, 519 S.W.2d 846, 851 (Tex.1975). The appellants presented the affidavit of Arthur Ellis Vertlieb, a barrister and solicitor from Vancouver, British Columbia, to the effect that the Supreme Court of British Columbia has no power, under either the British Columbia Rules of Court or its inherent jurisdiction, to compel witnesses who are residents of the United States to attend and give evidence for the purposes of trial or discovery in an action pending in British Columbia. While this could create problems of proof with respect to the appellants’ claims, it does not constitute evidence that the forum is inadequate because the appellees will have similar problems in the event that the case is tried in Texas. Insofar as we know, Texas state courts have no power to compel such testimony either.

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41 S.W.3d 384, 2001 Tex. App. LEXIS 1907, 2001 WL 280484, Counsel Stack Legal Research, https://law.counselstack.com/opinion/feltham-v-bell-helicopter-textron-inc-texapp-2001.