Lynn Foreman and Cesar Vasquez v. Patricia Whitty, J.D. Kidwell, Dale Johnson, Larry Maddux, Individually and the City of Junction, Texas and the Junction Texas Economic Development Corporation

CourtCourt of Appeals of Texas
DecidedDecember 12, 2012
Docket04-11-00841-CV
StatusPublished

This text of Lynn Foreman and Cesar Vasquez v. Patricia Whitty, J.D. Kidwell, Dale Johnson, Larry Maddux, Individually and the City of Junction, Texas and the Junction Texas Economic Development Corporation (Lynn Foreman and Cesar Vasquez v. Patricia Whitty, J.D. Kidwell, Dale Johnson, Larry Maddux, Individually and the City of Junction, Texas and the Junction Texas Economic Development Corporation) 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.

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Lynn Foreman and Cesar Vasquez v. Patricia Whitty, J.D. Kidwell, Dale Johnson, Larry Maddux, Individually and the City of Junction, Texas and the Junction Texas Economic Development Corporation, (Tex. Ct. App. 2012).

Opinion

Fourth Court of Appeals San Antonio, Texas

OPINION No. 04-11-00841-CV

Lynn FOREMAN and Cesar Vasquez, Appellants

v.

Patricia WHITTY, J.D. Kidwell, Dale Johnson, Larry Maddux, Individually and The City of Junction, Texas and The Junction Texas Economic Development Corporation, Appellees

From the 198th Judicial District Court, Kimble County, Texas Trial Court No. DCV-2010-1029 The Honorable M. Rex Emerson, Judge Presiding

Opinion by: Phylis J. Speedlin, Justice

Sitting: Phylis J. Speedlin, Justice Rebecca Simmons, Justice Steven C. Hilbig, Justice

Delivered and Filed: December 12, 2012

AFFIRMED IN PART; REVERSED AND REMANDED IN PART

This is an appeal from a summary judgment granted in favor of the governmental entity

and related defendants in a suit for violation of the Texas Open Meetings Act. We affirm in part,

and reverse and remand in part. 04-11-00841-CV

BACKGROUND

Lynn Foreman 1 and Cesar Vasquez 2 sued the Junction Texas Economic Development

Corporation (“JTEDC” or “the Board”) and the following individuals and city (collectively,

“Defendants”) claiming violations of the Texas Open Meetings Act (“the Act” or “TOMA”):

• Patricia Whitty—Board’s Executive Director 3 • J.D. Kidwell—Board president • Dale Johnson—Board member • Larry Maddux—Member of the Junction City Council and its Mayor Pro Tem • The City of Junction, Texas

See TEX. GOV’T CODE ANN. § 551.142(a) (West 2012) (providing an interested person may bring

an action by mandamus or injunction to stop, prevent, or reverse a violation or threatened

violation of the Act by members of a governmental body); see also id. § 551.002 (West 2012)

(providing that every regular, special, or called meeting of a governmental body shall be open to

the public, except as provided by Chapter 551 of the Texas Government Code).

The Board is comprised of seven voting members and operates pursuant to Bylaws which

state in part that: the Board shall have seven members; a simple majority constitutes a quorum

(i.e., four members); Junction City Council will hold the Board responsible for the proper

discharge of its duties under the Bylaws; and all Board meetings must be conducted in

accordance with the Act.

Viewing the evidence in the light most favorable to the non-movants, the record reflects

that the present dispute arose when Foreman, in her capacity as treasurer, questioned whether

Whitty utilized Board funds for unauthorized expenses. In January 2010, Foreman requested

1 Lynn Foreman served as secretary/treasurer of the Board. 2 Cesar Vasquez was elected vice president of the Board in March 2010, but never effectively served in that position because of the events underlying this suit. 3 Whitty, a salaried employee, was charged with attending and organizing all Board meetings, setting and posting the agenda for such meetings, and overseeing the Board’s compliance with the Act.

-2- 04-11-00841-CV

that Kidwell provide her with documentation regarding the questioned expenditures; Kidwell and

Whitty refused and the previously cordial relations “quickly soured.”

Around the same time, concerns arose regarding the Board’s failure to comply with the

Act. On January 18, 2010, City of Junction Mayor Shannon Bynum directed City Secretary

Vivian Saiz to send an email to the Board stating it had been called to the Mayor’s attention that

Board member(s) were discussing Board issues outside open Board meetings and that such was a

violation of the Act. The email included general advice regarding acceptable communications

between Board members and stated that if a Board member intentionally violated the Act, the

Mayor and City Council will consider removing them from their service on the Board.

Sometime after February 1, 2010, Kidwell telephoned Foreman and said that he wanted

to bring her “up to speed” on some Board matters. Foreman refused to engage in the

conversation on the grounds that such a non-quorum conference would violate the Act. Kidwell

replied that, as Board president, he was free to confer with whomever he wanted. Kidwell also

stated that Mayor Pro Tem Maddux had told him that such non-quorum discussions of Board

business were permissible.

On March 1, 2010, during a meeting of the Board, a closed executive session was held to

discuss Whitty’s employment contract, as well as the service contract with the Board’s legal

counsel, Keaton Blackburn. The minutes of the meeting reflect that, as a result of the closed

executive session, a motion was made to table Whitty’s employment contract until the April 1

Board meeting so that revisions discussed during the executive session could be reflected in the

draft contract and retirement plans could be further researched. The motion carried unanimously

after a vote. A motion was also made to accept Blackburn’s resignation. The minutes reflect

that Blackburn stated at the meeting that, in his opinion, Board members were having meetings

-3- 04-11-00841-CV

that were not being posted according to the Act; he recommended the Board “err on the side of

openness to the public by also posting the agenda of meetings where less than a quorum of Board

members was present.” A majority of the Board opposed Blackburn’s resignation, but his verbal

resignation was voluntary and did not require any approval.

Foreman subsequently met with Blackburn, the Board’s former legal counsel and then the

City Attorney, to discuss the alleged unauthorized expenditures by Whitty as well as the alleged

violations of the Act. Thereafter, on March 17, 2010, Whitty sent an email requesting alternative

dates for a future Board meeting, and Foreman replied to all recipients with some possible dates.

Johnson responded about an alternate date, but went on to write to all the email recipients:

. . . ALSO . . . why do I keep hearing that you [Foreman] and Cesar are STILL meeting with Mr. Blackburn about Patricia [Whitty] or any other reason??? I hope this is not true, but if it is and you guys are not happy with the resolutions of the Board and if you are still having discourse with Mr. Blackburn then you should resign as he did . . . we have better things to do than dealing with members trying to Back Stab each other . . . Hope I am wrong about all this and if so I apologize in advance.

Whitty quickly emailed all recipients, cautioning them not to respond to Johnson’s email because

doing so “may be in violation of the Open Meetings Act.” (emphasis in original). Foreman and

Vasquez construed Johnson’s email as a threat to remove them from the Board or to subject them

to official discipline.

At the next Board meeting on April 1, 2010, the following executive session item was

placed on the Board agenda at the request of Kidwell: “To Hear a Complaint or Charge against

an Officer(s).” Foreman and Vasquez believed they were the subject of the complaint and

retained an attorney who attended the meeting with them. The Board postponed acting on the

complaint because of concerns that the agenda item was not properly posted and because of the

“contentious” nature of the meeting.

-4- 04-11-00841-CV

The agenda for the next City Council meeting set for April 23, 2010 contained an item

regarding disciplining or removing unnamed Board members. The day before, on April 22,

2010, Foreman and Vasquez filed suit alleging that the Defendants, individually or in

conjunction with some or all other Defendants, acted in violation of the Act, misapplied fiduciary

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Lynn Foreman and Cesar Vasquez v. Patricia Whitty, J.D. Kidwell, Dale Johnson, Larry Maddux, Individually and the City of Junction, Texas and the Junction Texas Economic Development Corporation, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lynn-foreman-and-cesar-vasquez-v-patricia-whitty-jd-kidwell-dale-texapp-2012.