Lincoln Property Company, SP II Limited Partnership, and San Antonio Housing Authority Foundation, Inc. v. Leticia Herrera as Representative of the Estate of Maria L. Herrera

Court of Appeals of Texas·Decided January 30, 2025·No. 13-23-00276-CV·Published

Opinion

NUMBER 13-23-00276-CV

COURT OF APPEALS

THIRTEENTH DISTRICT OF TEXAS CORPUS CHRISTI – EDINBURG

LINCOLN PROPERTY COMPANY, SP II LIMITED PARTNERSHIP, AND SAN ANTONIO HOUSING AUTHORITY FOUNDATION, INC., Appellants,

v.

LETICIA HERRERA AS REPRESENTATIVE OF THE ESTATE OF MARIA L. HERRERA, Appellee.

ON APPEAL FROM THE 73RD DISTRICT COURT OF BEXAR COUNTY, TEXAS

MEMORANDUM OPINION

Before Justices Silva, Peña, and Cron Memorandum Opinion by Justice Peña

Appellants Lincoln Property Company (Lincoln), SP II Limited Partnership (SP II),

and San Antonio Housing Authority Foundation, Inc. (SAHA) appeal the denial of their motion to dismiss and plea to the jurisdiction filed against appellee Leticia Herrera, as Representative of the Estate of Maria L. Herrera. By one issue, appellants argue that the trial court erred in denying their plea to the jurisdiction. We reverse and remand.

I. BACKGROUND 1

On May 31, 2022, Herrera filed suit against appellants. Herrera’s original petition raised a premise-liability claim and alleged that Maria Herrera, Leticia’s mother, was injured at Legacy at Science Park, an apartment complex dedicated to public housing located in San Antonio. Relevant here, the petition alleged as follows:

At all times material to this cause of action, [SAHA] owned the premises in question, and [Lincoln] managed, controlled, and/or operated the premises in question. On or about June 2, 2020, [Maria] tripped and fell hard on the sidewalk/entryway walking toward her apartment. The sidewalk/entryway upon which [Maria] fell w[as] uneven in many places, broken, and in need of repair to avoid catching tenant’s and/or guest’s shoes and causing them to fall. There were no warning signs posted in the area to warn [Maria] of this dangerous condition, and no equipment or materials for the purposes of preventing or reducing the risk of tripping and/or falling as a result of the uneven, broken, unreasonably dangerous sidewalk/entryway.

The petition further alleged that the “uneven, broken sidewalk/entryway” was the “sole means of ingress and egress” to Maria’s residence; appellants “knew or should have known of the uneven, broken sidewalk/entryway”; “[a]n owner or occupier of ordinary prudence under the same or similar circumstances would have warned tenants and guests like [Maria] of the danger presented by the uneven, broken sidewalk/entryway”;

1 This case is before this Court on transfer from the Fourth Court of Appeals in San Antonio pursuant to a docket-equalization order issued by the Supreme Court of Texas. See TEX. GOV’T CODE ANN. §§ 22.220(a) (delineating the jurisdiction of appellate courts), 73.001 (granting the supreme court the authority to transfer cases from one court of appeals to another at any time that there is “good cause” for the transfer). Because this is a transfer case, we apply the precedent of the Fourth Court of Appeals to the extent it differs from our own. See TEX. R. APP. P. 41.3.

“[a]n owner or occupier of ordinary prudence under the same or similar circumstances would have made the premises reasonably safe”; appellants “made no effort to warn [Maria] of the uneven, broken sidewalk/entryway”; appellants “made no effort to fix the floor”; appellants “should have anticipated it would be unreasonable for [Maria] to take precautions that could have reduced her risk of encountering the uneven, broken sidewalk/entryway”; and “[a]n owner or occupier of ordinary prudence under the same or similar circumstances would have foreseen that [Maria’s] injuries . . . might reasonably result from a broken, uneven sidewalk/entryway immediately in front of the sole means of ingress and egress to an apartment.”

On April 3, 2023, appellants filed their “motion to dismiss for lack of jurisdiction,”

alternatively styled a “plea to the jurisdiction.” Appellants, in their motion to dismiss, argue that the trial court lacks subject matter jurisdiction because Herrera “has not — and cannot — plead sufficient facts to show” a waiver of immunity. In particular, appellants argued that Herrera “has not alleged that [appellants] had actual knowledge of the alleged defective condition,” and “the facts show that [Herrera] cannot cure this defect in pleading by repleading her claims.” As an exhibit, appellants attached a copy of Herrera’s discovery responses, wherein Herrera states that: Maria “did not notify [appellants] of [the] uneven pavement/step” prior to the accident, and Maria “had never tripped or fell on [the] sidewalk/step till the day of the incident.” The motion also included two verified affidavits. Gary McLaurin, a representative of SAHA, attested as follows:

[SP II] was created in 2001 for the sole purpose of holding title to real property for the benefit of SAHA. On October 10, 2001, SAHA transferred title to the Property to [SP II].

[SP II] owns and operates the Property solely upon the direction of

SAHA and exercises no discretion in its activities. [SP II] has no discretion to engage in any activity such as capital improvements like replacing sidewalks or apartment foundations without SAHA’s direction and approval.

The location where [Herrera] claims [Maria] fell is a portion of the Property that was leased by [Maria] and would only be used by [Maria] and her guests. Additionally, the lease describes patios and porches as areas reserved for the occupant’s use only.

Less than two years prior to the alleged accident on October 19, 2018, the Texas Department of Housing and Community Affairs completed an inspection of the Property and did not report any defects in the sidewalks or entryways of any apartment on the Property.

Appellants also provided the affidavit of Teresa Ring-Rooney, Lincoln’s regional property manager. This affidavit provided as follows:

[Lincoln] manages [the Property] for SAHA, according to a management agreement that reserves all rights to approve and direct capital improvements in SAHA. With regard to capital improvements, Lincoln operates solely upon the direction of SAHA, and exercises no discretion in such activities.

....

Lincoln does not have independent authority to replace the portion of the Property that [Herrera] alleges was defective. Lincoln was never notified that the defect [Herrera] alleges existed. However, if [Maria] did so notify Lincoln, Lincoln would have required authority from SAHA to replace the broken sidewalk/entryway.

Lincoln uses Yardi Property Management Software to maintain records of all requests for service and repairs, complaints, and checks or maintenance performed by the department throughout the city.

[Ring-Rooney] searched the Yardi Property Management Software database and found there had been no requests for service or repairs, complaints, of the part of the Property about which [Herrera] complains in the two years preceding [the] fall.

In their motion to dismiss, appellants argued that SAHA is entitled to governmental immunity as a housing authority under Texas Local Government Code § 392.006, which

provides that “a housing authority is a unit of government” under the Texas Tort Claims Act (TTCA). See TEX. LOCAL GOV’T CODE § 392.006. Appellants also argued that SP II and Lincoln, although private entities, are entitled to share in SAHA’s governmental immunity because both lacked any discretion to have addressed the complained-of defect. They further argued that they are entitled to immunity because Maria was a licensee and Herrera “cannot plead facts to establish that [appellants] had actual notice of the alleged dangerous condition.”

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Lincoln Property Company, SP II Limited Partnership, and San Antonio Housing Authority Foundation, Inc. v. Leticia Herrera as Representative of the Estate of Maria L. Herrera, (Tex. Ct. App. 2025).

Lincoln Property Company, SP II Limited Partnership, and San Antonio Housing Authority Foundation, Inc. v. Leticia Herrera as Representative of the Estate of Maria L. Herrera (Lincoln Property Company, SP II Limited Partnership, and San Antonio Housing Authority Foundation, Inc. v. Leticia Herrera as Representative of the Estate of Maria L. Herrera) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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