Oscar Ortega, Roggie Law, Steven Murdock, and Don Egdorf v. Alan Pean

CourtCourt of Appeals of Texas
DecidedApril 11, 2019
Docket01-18-00249-CV
StatusPublished

This text of Oscar Ortega, Roggie Law, Steven Murdock, and Don Egdorf v. Alan Pean (Oscar Ortega, Roggie Law, Steven Murdock, and Don Egdorf v. Alan Pean) 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
Oscar Ortega, Roggie Law, Steven Murdock, and Don Egdorf v. Alan Pean, (Tex. Ct. App. 2019).

Opinion

Opinion issued April 11, 2019

In The

Court of Appeals For The

First District of Texas ———————————— NO. 01-18-00249-CV ——————————— OSCAR ORTEGA, ROGGIE LAW, STEVEN MURDOCK, AND DON EGDORF, Appellants V. ALAN PEAN, Appellee

On Appeal from the 127th District Court Harris County, Texas Trial Court Case No. 2016-43519

MEMORANDUM OPINION

While working off-duty as security officers at St. Joseph Medical Center1

(“SJMC”), two City of Houston Police Department (“HPD”) officers tasered and

1 SJ Medical Center, LLC d/b/a St. Joseph Medical Center. shot Alan Pean in his hospital room while he was in the throes of a mental health

episode. Pean sued the two officers for the use of excessive force under 42 U.S.C. §

1983 (“section 1983”). He also brought claims against two additional HPD officers

for fabrication of evidence under section 1983 and for malicious prosecution and

civil conspiracy under Texas common law, alleging the officers worked with SJMC

to file charges against him to exonerate their colleagues, HPD, and SJMC.2

In this interlocutory appeal,3 we consider whether the trial court erred in

denying the four individual police officers’ motion for summary judgment based on

qualified immunity from Pean’s excessive force and fabrication of evidence claims,

and official immunity from his malicious prosecution and civil conspiracy claims.4

We reverse and render in part and affirm in part.

Background

The Incident

2 Pean also sued SJMC, IASIS Healthcare Corporation (“IASIS”), and the HPD, none of whom are parties to this appeal. 3 TEX. CIV. PRAC. & REM. CODE § 51.014(a)(5) (providing for interlocutory appeal of order that “denies a motion for summary judgment that is based on an assertion of immunity by an individual who is an officer or employee of the state or a political subdivision of the state”). 4 We will refer to Officers Ortega and Law as “Responding Officers,” and Sergeant Murdock and Officer Egdorf as “Investigating Officers.”

2 On August 26, 2015, Pean, who is bipolar, began experiencing what he

described as “a psychotic episode,” including delusional thoughts and mania. As the

episode escalated, Pean began to believe that there were people after him, and he

was about to be captured. He decided he needed to escape his apartment, so he got

into his car and began driving. In a moment of clarity, Pean decided he needed his

medication, so he began driving to SJMC.

Hospital security video of the street outside of SJMC captured Pean driving

up onto a sidewalk and hitting several cars near pedestrians before coming to a stop

by crashing into the hospital building.

Pean was taken into SJMC, where he was examined and then admitted for

overnight observation. The next morning, SJMC ordered Pean discharged, and a

nurse informed him that he should take a shower and get dressed. Pean was still

experiencing symptoms of his psychotic episode, including mania and anxiety.

According to his testimony, he showered, and although he had come to SJMC with

only jeans and a shirt, began looking for a suit to wear because he believed he was

going to be on television. When he could not find a suit, he left his room, naked, to

ask for help finding one.

Nurse N. Sitompul told him to go back into his room, and he complied. But

shortly thereafter, he came out of his room naked again, which he did “about three

3 or four more times,” each time returning to his room when told to do so. Although

she did not feel threatened by his behavior, Nurse Sitompul called hospital security.

HPD Officers R. Law and O. Ortega received the call asking them to report to

Pean’s room because he was naked and walking in and out of his room. Willie Jones,

a retired pastor and hospital volunteer, accompanied them to Pean’s room but stayed

outside. When they arrived on Pean’s floor, Law and Ortega told Nurse S. Contreras

that they had come in response to a call, and she directed them to Pean’s room,

asking them “to let [Pean] know that it’s not appropriate to come out of the room

naked.”

Pean’s narrative is contained in his deposition testimony. According to Pean,

Officers Law and Ortega entered the room and began “loudly” asking for things, and

“screaming” things that were unintelligible to him. He did not understand that they

were security officers. When Pean did not respond, Ortega started clapping his hands

together loudly and continued shouting commands at Pean. Law walked out of the

room to ask the nurses what Pean’s name was, and he returned telling Ortega that it

was “Alan.” Ortega continued shouting commands at Pean, and after “a certain

amount of time,” charged at Pean. Pean then “pushed him to the side,” and as he

began to turn toward the door, Law shot him with a taser. Pean felt “excruciating

pain” and roared and screamed. He stumbled, and as he was falling to his left knee,

while the taser was still administering shock, Ortega stood up, drew his gun, and

4 shot Pean in the chest. Pean felt a “force jolt [his] body to the right,” and the next

thing he remembered was coughing up blood and losing consciousness.

Officers Law and Ortega presented evidence describing a markedly different

version of what happened in Pean’s hospital room. They rely primarily on their

accounts of the incident, as reflected in their deposition testimony and sworn police

reports.

According to Officer Ortega, when he and Officer Law entered Pean’s

hospital room, Pean was “playing with the oxygen valves.” Ortega asked him to step

away from the valves, put his clothes on, and get in bed, but Pean did not pay

attention or even look at Ortega. Law went out of the room to ask Pean’s name,

which Law shouted from the hall to Ortega. Ortega then clapped his hands together

and told Pean to stay in the room and get dressed because someone was coming to

pick him up. Pean then said to Ortega, “I’m going to get you.” Pean clapped his

hands and pointed at Ortega. He then charged at Ortega and punched him in the

chest. Ortega grabbed Pean by the shoulder and called to Law. According to Ortega,

he and Law pushed Pean away from Ortega. Pean then tried to leave the room, but

they told him to relax and stop resisting. They tried to grab him but he was too

slippery with sweat.

Pean then started punching Officer Ortega, and Ortega punched back. Ortega

testified that this happened near the bed, but that they were never on the bed. When

5 Pean hit Ortega in the head, Ortega felt his “skin just pop” and “started blacking

out,” but he never fell to the floor. When he turned around, Ortega saw that Pean had

Officer Law in a headlock and was hitting him. Ortega ran and jumped on Pean’s

back, and Pean said to him, “Now I’m really going to hurt you. I’m going to hurt

you bad.” Law walked toward the door, and Pean “bucked” Ortega off of his back.

Law called to Ortega to get out of the way and discharged his taser into Pean’s chest.

Pean “stumbled,” “roared,” and started pulling on the tasers and “launching” toward

Law. While the taser was still administering shock, Ortega shot Pean in the chest

with his pistol. Ortega walked out of the room and fainted.

Officer Law testified that when he and Officer Ortega arrived at Pean’s room,

Pean was “just standing there . . . facing the wall.” Ortega asked Law to get Pean’s

first name, so he left the room and asked a nurse for Pean’s first name. When he

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Oscar Ortega, Roggie Law, Steven Murdock, and Don Egdorf v. Alan Pean, Counsel Stack Legal Research, https://law.counselstack.com/opinion/oscar-ortega-roggie-law-steven-murdock-and-don-egdorf-v-alan-pean-texapp-2019.