Humphreys v. Caldwell

881 S.W.2d 940, 1994 Tex. App. LEXIS 2155, 1994 WL 459227
CourtCourt of Appeals of Texas
DecidedAugust 25, 1994
Docket13-94-298-CV
StatusPublished
Cited by23 cases

This text of 881 S.W.2d 940 (Humphreys v. Caldwell) 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
Humphreys v. Caldwell, 881 S.W.2d 940, 1994 Tex. App. LEXIS 2155, 1994 WL 459227 (Tex. Ct. App. 1994).

Opinion

OPINION

YÁÑEZ, Justice.

By the present mandamus proceeding, re-lators, Danny Humphreys, Harlan Holiner, and State Farm Mutual Automobile Insurance Company (collectively “State Farm”), complain that the trial court abused its discretion in ordering the production of certain documents and other information in the course of discovery. We granted relators’ motion for leave to file petition for writ of mandamus. We are now of the opinion that the motion for leave to file petition for writ of mandamus was improvidently granted.

Following a 1991 automobile collision in Dallas between the real party in interest, Charlotte Farley, and Jill Mullinax, Farley asserted a claim for her injuries against Mul-linax and State Farm, Mullinax’s liability insurance carrier. Farley sued Mullinax in Dallas County, but quickly settled and dismissed that lawsuit. Farley also sued State Farm in the underlying Matagorda County suit based on allegations of bad faith and unfair settlement practices under Texas Insurance Code article 21.21.

State Farm moved for summary judgment on the ground that it had no duty to Farley under article 21.21. See Allstate v. Watson, 876 S.W.2d 145 (Tex.1994) (third-party claimant lacks standing to sue other driver’s insurer directly for unfair claim settlement practices). The trial court denied summary judgment and discovery continued in the underlying lawsuit. Farley requested numerous documents in State Farm’s claims file concerning the lawsuit against Mullinax. Farley also sought to discover other lawsuits and complaints against State Farm, and requested production of certain personnel files. State Farm objected to discovery of the claims file on various grounds including attorney-client privilege, work product, party communication, and harassment. State Farm also objected to discovery of other lawsuits and complaints against it and to production of the personnel files. The trial court overruled State Farm’s objections and allowed the discovery sought by Farley, from which State Farm brings the present mandamus proceeding.

CLAIMS FILE

State Farm initially asserts that the trial court abused its discretion in ordering production of the claims file because the underlying lawsuit against it is invalid and thus any discovery would be unnecessary and irrelevant. We disagree.

Mandamus will issue only to correct a clear abuse of discretion or violation of a duty imposed by law when that abuse cannot be remedied by appeal. Walker v. Packer, 827 S.W.2d 833, 840 (Tex.1992). Generally, the courts of appeals lack jurisdiction to issue writs of mandamus to supervise or correct incidental rulings of a trial judge when there is an adequate remedy by appeal. See Canadian Helicopters Ltd. v. Wittig, 876 S.W.2d 304, 306 (Tex.1994); Abor v. Black, 695 S.W.2d 564, 566 (Tex.1985); Pope v. Ferguson, 445 S.W.2d 950, 954 (Tex.1969).

In the present case, the trial court’s denial of State Farm’s motion for summary judgment was an interlocutory ruling that is subject to neither an immediate appeal nor mandamus relief. Though Farley may in fact have no legal right to relief against State Farm, this determination must be made through the normal process of trial, or appeal after the case has proceeded to final judgment. Mandamus relief is thus not available to review the denial of the summary judgment. See Abor, 695 S.W.2d at 566; Pope, 445 S.W.2d at 954.

Similarly, we cannot condone mandamus relief in the present case to review the propriety of the underlying cause of action under the guise of judging the relevance of the discovery sought. Discovery is generally permitted into any matter not privileged that is relevant to the subject matter and is reasonably calculated to lead to the discovery of admissible evidence. This broad grant is limited only by the legitimate interests of the opposing party to avoid overly broad requests, harassment, or disclosure of privileged information. Axelson, Inc. v. McIlhany, 798 S.W.2d 550, 553 (Tex.1990); Jampole *943 v. Touchy, 673 S.W.2d 569, 573 (Tex.1984). Accordingly, so long as the discovery sought is relevant to the subject matter of the lawsuit, i.e., the claims alleged by plaintiff, and is not otherwise unduly harassing or burdensome, there is no basis for presently denying discovery, even though the claims in question may ultimately be declared invalid either by the trial court or on appeal.

State Farm also argues that the documents in the claims file are subject to various privileges that the trial court ignored when it ordered production. However, we conclude that State Farm has failed to bring a sufficient record before this Court in order for us to review the trial court’s actions.

The relator has the burden of providing this Court with a sufficient record to establish its right to mandamus relief. Walker, 827 S.W.2d at 837.

With regard to a discovery dispute of the present nature, the party seeking to exclude matters from discovery must specifically plead the particular privilege or immunity claimed and request a hearing, at which he has the burden to produce evidence supporting such claim. The trial court should then determine whether an in camera inspection is necessary, in which case those materials for which the inspection is sought must be segregated and produced to the court. Weisel Enterprises, Inc. v. Curry, 718 S.W.2d 56, 58 (Tex.1986); Peeples v. Honorable Fourth Supreme Judicial District, 701 S.W.2d 635, 637 (Tex.1985).

The record in the present mandamus proceeding fails to show that State Farm met its burden under the above test, because of the absence of properly certified or verified exhibits, the absence of a statement of facts from the hearings held, and a failure to properly bring forward the in camera documents submitted to the trial court.

1. Exhibits.

Texas Rule of Appellate Procedure 121(a)(2)(C) requires the petition for writ of mandamus to be accompanied by a certified or sworn copy of the order complained of and other relevant exhibits. Rule 121(a)(2)(C) is satisfied by an affidavit to the effect that the exhibits in question are true and correct copies of documents on file with the trial court. See Witherspoon v. Pouland, 784 S.W.2d 951, 952-53 (Tex.App.—Dallas 1990, orig. proceeding); Smith v. Caldwell, 754 S.W.2d 692, 693-94 (Tex.App.—Houston [1st Dist.] 1987, orig. proceeding).

In the present case, however, State Farm’s exhibits volume 1

Free access — add to your briefcase to read the full text and ask questions with AI

Related

in Re: James Alan Barnes
Court of Appeals of Texas, 2022
in Re Chubb Lloyd's Insurance Company of Texas
Court of Appeals of Texas, 2019
in Re: Rosa Maria Trujillo
Court of Appeals of Texas, 2015
in Re Rosario Gallegos
Court of Appeals of Texas, 2013
In Re Nolle
265 S.W.3d 487 (Court of Appeals of Texas, 2008)
In Re Conseco Finance Servicing Corp.
19 S.W.3d 562 (Court of Appeals of Texas, 2000)
In Re Mission Consolidated Independent School District
990 S.W.2d 459 (Court of Appeals of Texas, 1999)

Cite This Page — Counsel Stack

Bluebook (online)
881 S.W.2d 940, 1994 Tex. App. LEXIS 2155, 1994 WL 459227, Counsel Stack Legal Research, https://law.counselstack.com/opinion/humphreys-v-caldwell-texapp-1994.