in Re Ford Motor Company

442 S.W.3d 265, 57 Tex. Sup. Ct. J. 1027, 2014 WL 2994622, 2014 Tex. LEXIS 573
Texas Supreme Court·Decided July 3, 2014·No. 12-0957·Published·Cited by 90 cases

Opinions

Justice WILLETT

delivered the opinion of the Court,

in which Chief Justice HECHT, Justice GREEN, Justice GUZMAN, and Justice LEHRMANN joined.

This case requires us to interpret the definition of “plaintiff’ in the Texas-resident exception to the forum non conve-niens statute. A deféndant estate was sued in Texas regarding a Mexican decedent’s alleged responsibility for a car accident in Mexico. The estate filed a third-party claim against Ford. Wrongful-death [268]*268beneficiaries — some of whom are legal residents of Texas — intervened and also filed claims against Ford. Ford moved to dismiss under forum non conveniens, and the trial court denied the motion. Ford moved for mandamus relief, which the court of appeals denied, concluding that the decedent’s beneficiaries could lay hold of the Texas-resident exception to forum non conveniens. The exception allows plaintiffs who are legal residents of Texas to anchor a case in a Texas forum even if forum non conveniens would otherwise favor dismissal. We must determine whether the intervening wrongful-death beneficiaries are “plaintiffs” within the meaning of the exception. We agree with the court of appeals that the wrongful-death beneficiaries are distinct plaintiffs that can rely on the Texas-resident exception. Accordingly, we deny mandamus relief.

I. Background

This case arises from a fatal single-car accident. Juan Tueme Mendez, his brother Cesar Tueme Mendez, and two other passengers were traveling in a-Ford Explorer in the Mexican state of Nuevo Leon when the left rear tire burst and the vehicle careened off the road. Juan (the driver) was injured, and Cesar (the passenger) was killed.

Juan, who is not a legal resident of Texas, sued his deceased brother’s estate in Hidalgo County, where Cesar’s estate was being administered.1 Juan alleged in his petition that Cesar had failed to properly maintain the vehicle and the tires. Cesar’s estate in turn filed a third-party claim against Ford and Michelin,2 alleging defective design and negligence. The estate’s petition sought survival damages for Cesar’s, pre-death pain and suffering, plus the costs of his funeral and burial.

On the same day, Yuri Tueme, the estate’s administrator and Cesar’s daughter, and two others filed, their own. claims against Ford and Michelin as wrongful-death beneficiaries. Soon after, Cesar’s minor daughter J.T., with her mother Melva Uranga acting as next friend and guardian, also intervened in the lawsuit as a wrongful-death beneficiary of Cesar, asserting claims against Ford and Michelin. The intervening claims mirrored the theories of liability in the estate’s claims, but the intervenors alleged different damages from the estate. The intervening wrongful-death beneficiaries sought damages allowed for wrongful death, such as emotional pain and suffering, loss of consortium, loss of society, loss of support, and so on. Ford does not seem to dispute that Yuri, J.T., and Uranga are legal residents of Texas.3 Several months later, Juan amended his petition to add Ford as a defendant in his personal-injury claim. Ford moved to dismiss under forum non conveniens. Following a hearing, the trial court denied the motion without explanation.

Ford filed a petition for writ of mandamus in the Thirteenth Court of Appeals. Ford argued that the trial court had abused its discretion in denying the motion to dismiss and that Ford had no adequate remedy by appeal. Specifically, Ford contended that the intervening beneficiaries are not “plaintiffs” within the meaning of the Texas-resident exception. Thus, the forum non conveniens factors would apply, [269]*269and our decision in In re Pirelli Tire, L.L.C.4 would favor dismissal.

The court of appeals denied relief.5 The court agreed that a refusal to dismiss on forum non conveniens grounds could not be adequately remedied by appeal. However, the court held that the wrongful-death beneficiaries are plaintiffs that can take advantage of the Texas-resident exception. Since at least one of the beneficiaries is a legal resident of Texas, the court of appeals concluded that the trial court did not abuse its discretion in denying Ford’s motion to dismiss. We agree.

II. Discussion

Mandamus relief is only proper when the trial court abused its discretion and the relator lacks an adequate remedy by appeal.6 We note at the outset that Ford does not have an adequate remedy by appeal. We have held that no adequate remedy by appeal can rectify an erroneous denial of a forum non conveniens motion.7 Neither party questions the propriety of this holding.

The sole issue before us is whether the trial court abused its discretion by denying Ford’s motion. “[A] clear failure by the trial court to analyze or apply the law correctly will constitute an abuse of discretion, and may result in appellate reversal by extraordinary writ.”8 We conclude, however, that the trial court did not misinterpret the statute at issue.

A. The Texas-resident exception allows plaintiffs who are legal residents of Texas to keep their cases in the state.

The Legislature has codified the common-law doctrine of forum non conve-niens as follows:

If a court of this state, on written motion of a party, finds that in the interest of justice and for the convenience of the parties a claim or action to which this section applies would be more properly heard in a forum outside this state, the court shall decline to exercise jurisdiction under the doctrine of forum non conveniens and shall stay or dismiss the claim or action.9

The statute then lists six factors that courts must consider in determining whether to stay or dismiss under forum non conveniens.10

In order to ensure access to Texas courts for Texas plaintiffs, the Legislature created an exception to the forum non conveniens rule. The Texas-resident exception reads:

The court may not stay or dismiss a plaintiff’s claim under Subsection (b) if the plaintiff is a legal resident of this state. If an action involves both plaintiffs who are legal residents of this state and plaintiffs who are not, the court may not stay or dismiss the action under Subsection (b) if the plaintiffs who are legal residents of this state are properly joined in the action and the action arose out of a single occurrence.11

[270]*270The formula is «imple: plaintiff + legal residence = right to a Texas forum. But the terms “plaintiff’ and “legal resident” require clarification. Both are defined in the statute, but only the former is directly at issue here. “Plaintiff’ is defined as follows:

“Plaintiff’ means a party seeking recovery of damages for personal injury or wrongful death. In a cause of action in which a party seeks recovery of damages for personal injury to or the wrongful death of another person, “plaintiff’ includes both that other person and the party seeking such recovery.

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in Re Ford Motor Company, 442 S.W.3d 265, 57 Tex. Sup. Ct. J. 1027, 2014 WL 2994622, 2014 Tex. LEXIS 573 (Tex. 2014).

442 S.W.3d 265 (in Re Ford Motor Company) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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