Geoffrey Dugger v. Mary Ann Arredondo, Individually and as Representative of the Estate of Joel Martinez

408 S.W.3d 825, 56 Tex. Sup. Ct. J. 1099, 2013 WL 4608741, 2013 Tex. LEXIS 680
CourtTexas Supreme Court
DecidedAugust 30, 2013
Docket11-0549
StatusPublished
Cited by71 cases

This text of 408 S.W.3d 825 (Geoffrey Dugger v. Mary Ann Arredondo, Individually and as Representative of the Estate of Joel Martinez) 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
Geoffrey Dugger v. Mary Ann Arredondo, Individually and as Representative of the Estate of Joel Martinez, 408 S.W.3d 825, 56 Tex. Sup. Ct. J. 1099, 2013 WL 4608741, 2013 Tex. LEXIS 680 (Tex. 2013).

Opinions

[827]*827Justice GREEN

delivered the opinion of the Court,

in which Chief Justice JEFFERSON, Justice JOHNSON, Justice GUZMAN, Justice LEHRMANN, and Justice BOYD joined.

In this wrongful death suit, we consider the viability of the common law “unlawful acts doctrine” as an affirmative defense in light of Texas’s proportionate responsibility scheme and the statutory affirmative defense provided in section 93.001 of the Texas Civil Practice and Remedies Code. Under the unlawful acts doctrine, a plaintiff cannot recover damages if it can be shown that, at the time of injury, the plaintiff was engaged in an illegal act that contributed to the injury. See Gulf, C. & S.F. Ry. Co. v. Johnson, 71 Tex. 619, 9 S.W. 602, 603 (1888). The trial court rendered summary judgment for the defendant on his affirmative defense based on the unlawful acts doctrine. The court of appeals reversed, holding that section 93.001 superseded the unlawful acts doctrine. Arredondo v. Dugger, 347 S.W.3d 757, 768-69 (Tex.App.-Dallas 2011, pet. granted). We affirm the judgment of the court of appeals, but on different grounds. We hold that the Legislature’s adoption of the proportionate responsibility scheme in Chapter 33 of the Civil Practice and Remedies Code evidenced its clear intention that a plaintiffs illegal conduct not falling within a statutorily-recognized affirmative defense be apportioned rather than barring recovery completely. The common law unlawful acts doctrine cannot coexist with this scheme. Accordingly, we affirm the court of appeals’ judgment that reversed the summary judgment and remanded the case to the trial court for further proceedings.

I. Factual and Procedural Background

On February 2, 2007, Geoffrey Dugger went to his friend Joel Martinez’s house. While getting ready to leave the house, Dugger saw Martinez put in his pocket “cheese” — a mixture of black-tar heroin and Tylenol PM. After purchasing tequila and a cigar, which they later filled with marijuana to make a “blunt,” the two men returned to the house where Dugger lived with his parents. While in Dugger’s bedroom and backyard, both men consumed several tequila drinks, snorted lines of cheese, and smoked marijuana. Later in the evening, Martinez fell asleep while watching television. About thirty minutes later, Dugger noticed that Martinez was making a choking sound and subsequently began vomiting. Dugger yelled for his parents, and they came down the hall to his bedroom. Instead of calling 911, Dug-ger called Martinez’s mother, Mary Ann Arredondo, and told her that Martinez had been drinking and was throwing up. Ar-redondo told Dugger to let Martinez sleep it off. After another fifteen minutes had passed, Dugger’s father called 911. The police arrived about five minutes later, shortly after midnight. The paramedics arrived about ten minutes after the police. Dugger did not tell the police or paramedics that Martinez had ingested heroin, only that he drank tequila and smoked marijuana. The paramedics treated Martinez for alcohol poisoning, but their efforts proved unavailing. Martinez died less than two hours after the call to 911.

Arredondo sued Dugger under the wrongful death and survival statutes, alleging that Dugger was negligent both in failing to call 911 immediately and in failing to disclose Martinez’s heroin use to the paramedics. See Tex. Civ. Prac. & Rem. Code §§ 71.002(a)-(b), .021. In his answer, Dugger asserted an affirmative defense based on the common law unlawful acts doctrine, which bars a plaintiff from recovery if, at the time of injury, he was engaged in an unlawful act that was “inex[828]*828tricably intertwined with the claim and the alleged damages would not have occurred but for the illegal act.” Sharpe v. Turley, 191 S.W.3d 362, 366 (Tex.App.-Dallas 2006, pet. denied); accord Johnson, 9 S.W. at 603; Russell v. Ingersoll-Rand Co., 841 S.W.2d 343, 347 (Tex.1992) (providing that any defenses that would be available against the decedent if he or she were alive may be asserted against his or her estate). Dugger then moved for summary .judgment on his affirmative defense based on the unlawful acts doctrine, which the trial court granted.1 The trial court denied Arredondo’s motion for rehearing and motion for new trial. Arredondo appealed, arguing that section 93.001 of the Civil Practice and Remedies Code replaced the common law unlawful acts doctrine, and that the statutory affirmative defense did not apply in this case.2 The court of appeals reversed, holding that section 93.001 supersedes the common law unlawful acts doctrine.3 347 S.W.3d at 769. We granted Dugger’s petition. 55 Tex.Sup.Ct.J. 757 (Tex. June 8, 2012).

II. Analysis of Unlawful Acts Doctrine Jurisprudence

The issue before us is whether the common law unlawful acts doctrine remains available as an affirmative defense to completely bar a plaintiffs recovery in tort cases in light of Texas’s proportionate responsibility scheme and the Legislature’s more recent enactment providing for an affirmative defense based on a plaintiffs felonious conduct. Dugger argues that an affirmative defense based on the unlawful acts doctrine is available in personal injury and wrongful death cases even when the elements of section 93.001’s statutory affirmative defense are not satisfied. Arredon-[829]*829do argues that the unlawful acts doctrine conflicts not only with section 93.001, but also with the proportionate responsibility scheme in Chapter SB of the Civil Practice and Remedies Code, which replaced former common law defenses that provided a complete bar to recovery in tort cases. See Tex. Civ. Prac. & Rem.Code §§ 33.001-.004. We agree with Arredondo that the Legislature’s enactment of Chapter 33’s proportionate responsibility scheme and section 93.001 are dispositive in this case.

“[Statutes can modify common law rules, but before we construe one to do so, we must look carefully to be sure that was what the Legislature intended.” Energy Serv. Co. of Bowie v. Superior Snubbing Servs., Inc., 236 S.W.3d 190, 194 (Tex.2007). In construing statutes, our goal is to give effect to the intent expressed by the language in the statute. City of Rockwall v. Hughes, 246 S.W.3d 621, 625 (Tex.2008) (citing State v. Shumake, 199 S.W.3d 279, 284 (Tex.2006)). We begin our analysis by reviewing the common law unlawful acts doctrine.

A. The Unlawful Acts Doctrine

More than 120 years ago, this Court recognized the common law unlawful acts doctrine as barring a plaintiff from recovering damages if it could be shown that, at the time of injury, the plaintiff was engaged in an illegal act that contributed to the injury.4 See Johnson, 9 S.W. at 603. The doctrine originated with the principle of in pari delicto or “unclean hands” in the contract context, but was extended to tort causes of action. See Rico v. Flores, 405 F.Supp.2d 746, 759-61 (S.D.Tex.2005) (describing the use of the unlawful acts and in pari delicto doctrines in Texas jurisprudence),

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408 S.W.3d 825, 56 Tex. Sup. Ct. J. 1099, 2013 WL 4608741, 2013 Tex. LEXIS 680, Counsel Stack Legal Research, https://law.counselstack.com/opinion/geoffrey-dugger-v-mary-ann-arredondo-individually-and-as-representative-tex-2013.