Paul Mundheim, Marla Mundheim, and the Mundheim Firm, PLLC v. Scott Lepp and Amy Torres Lepp

CourtCourt of Appeals of Texas
DecidedMay 13, 2021
Docket05-19-01490-CV
StatusPublished

This text of Paul Mundheim, Marla Mundheim, and the Mundheim Firm, PLLC v. Scott Lepp and Amy Torres Lepp (Paul Mundheim, Marla Mundheim, and the Mundheim Firm, PLLC v. Scott Lepp and Amy Torres Lepp) 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
Paul Mundheim, Marla Mundheim, and the Mundheim Firm, PLLC v. Scott Lepp and Amy Torres Lepp, (Tex. Ct. App. 2021).

Opinion

AFFIRMED in part; REVERSE and RENDER in part; REMAND and Opinion Filed May 13, 2021

S In The Court of Appeals Fifth District of Texas at Dallas No. 05-19-01490-CV

PAUL MUNDHEIM, MARLA MUNDHEIM, AND THE MUNDHEIM FIRM, PLLC, Appellants V. SCOTT LEPP AND AMY TORRES LEPP, Appellees

On Appeal from the County Court at Law No. 4 Dallas County, Texas Trial Court Cause No. CC-18-01169-D

MEMORANDUM OPINION Before Justices Molberg, Goldstein, and Smith Opinion by Justice Smith Paul Mundheim, Marla Mundheim, and the Mundheim Firm, PLLC, appeal

the trial court’s judgment in favor of Scott Lepp and Amy Torres Lepp. The

Mundheims challenge the legal and factual sufficiency of the evidence to support

the jury’s findings regarding (1) Scott’s recovery of damages for the Mundheims’

fraud, (2) Scott’s recovery of exemplary damages, (3) Amy’s recovery on her breach

of contract claim, (4) Amy’s recovery of damages for the Mundheims’ fraud, and

(5) Amy’s recovery of exemplary damages. The Mundheims also complain the trial

court erred in not requiring Amy to elect her remedies and awarding Amy attorney’s fees. We affirm the trial court’s judgment in part, reverse and render in part, and

reverse and remand in part.

The record shows Amy was employed by Fidelity Title Company beginning

in 1997, and she first met Paul in approximately 2005. Paul was a fee attorney at

Fidelity. In 2013, Paul and Amy discussed their frustrations at work, and Paul said

he wanted to go back out on his own but did not have any money. Amy assured Paul

that she “could take care of it.” Amy and Paul decided they were going to go into

business together and open a title company. Paul did not mention his belief that non-

lawyers such as Amy and Scott, Amy’s husband at the time of trial, could not

actually be owners of a title company. A few weeks later, Amy and Scott met with

Paul, and it was discussed that Scott was going to put up the $50,000, and Amy was

going to work at the company full time. In return, Scott was going to be a twenty

percent owner, and Amy was going to be a forty percent owner. The terms of the

partnership and the parties’ interests in the company were never put in writing. Scott

gave Amy $50,000 in cash, and Amy gave Paul the money. Over the next few

months, Paul deposited the cash in the bank in a series of deposits under $10,000

each.

For four years, the title company was very successful, earning between

$450,000 and $500,000 per month. During that time, Scott and Amy were treated

as owners of the company and received distributions in keeping with what they

believed were their percentage ownership interests and were also given access to the

–2– company’s profit and loss statements. In the summer of 2017, Paul indicated to Amy

that he hated the business and wanted out. Paul said he was not sure the company

was “going to have the income that we’ve always had moving forward,” and he

thought the market was “going to crash.”

Instead of getting out of the business, Paul became an employee of Alamo and

Fidelity and received a $400,000 “bonus,” document preparation fees of

approximately $250,000 per year, and commissions of approximately $3000 per

month. The company in which Amy and Scott invested their time and money thus

effectively ceased to exist, and Amy and Scott received nothing.

On October 20, 2017, Amy entered into a “settlement agreement and mutual

release” with the Mundheim Firm and Paul and Marla. Among other things, the

agreement divested Amy of any interest in the company and provided: (1) the parties

waived all claims for fraud; (2) Amy would receive payments totaling $301,000; (3)

the parties would bear their own “costs, expenses, and attorney’s fees incurred in

connection with any future Litigation”; and (4) the parties would keep the terms and

contents of the agreement confidential. Scott was not a party to the agreement.

Amy received an initial $100,000 payment and a second $50,000 payment.

However, Amy received no further payments. On March 2, 2018, Scott sued Paul,

Marla, and the Mundheim Firm asserting they failed to pay Scott his share from the

company. Among other things, Scott asserted causes of action for breach of contract,

breach of fiduciary duty, and fraud. In April 2018, Amy intervened in the suit

–3– asserting causes of action for breach of contract. Amy later added claims of fraud

and fraudulent inducement. The case was tried before a jury, which returned a

unanimous verdict in favor of Scott and Amy awarding Amy damages for the

Mundheims’ breach of the agreement and awarding Scott and Amy damages for the

Mundheims’ fraud, exemplary damages, and attorney’s fees. This appeal followed.

Evidentiary challenges to jury findings

Appellants challenge both the legal and factual sufficiency of the evidence to

support the adverse jury findings. “When an appellant challenges the legal

sufficiency of an adverse finding on which he did not have the burden of proof at

trial, he must demonstrate there is no evidence to support the adverse finding.”

Fulgham v. Fischer, 349 S.W.3d 153, 157 (Tex. App.—Dallas 2011, no pet.). We

view the evidence in the light most favorable to the fact finding, indulging every

reasonable inference that would support it and disregarding contrary evidence unless

a reasonable factfinder could not. Bos v. Smith, 556 S.W.3d 293, 300 (Tex. 2018).

“When reviewing the record, we determine whether any evidence supports the

challenged finding.” Fulgham, 349 S.W.3d at 157. “If more than a scintilla of

evidence exists to support the finding, the legal sufficiency challenge fails.” Id.; see

Formosa Plastics Corp. USA v. Presidio Eng’rs & Contractors, Inc., 960 S.W.2d

41, 48 (Tex. 1998); see also King Ranch, Inc. v. Chapman, 118 S.W.3d 742, 751

(Tex. 2003) (more than a scintilla of evidence exists when evidence “rises to a level

that would enable reasonable and fair-minded people to differ in their conclusions”).

–4– In a challenge to the factual sufficiency of the evidence on an issue, we

consider all the evidence supporting and contradicting the finding in a neutral light.

Fulgham, 349 S.W.3d at 157 (citing Plas–Tex, Inc. v. U.S. Steel Corp., 772 S.W.2d

442, 445 (Tex. 1989)). “We set aside the finding for factual insufficiency only if the

finding is so contrary to the evidence as to be clearly wrong and manifestly unjust.”

Id. (citing Cain v. Bain, 709 S.W.2d 175, 176 (Tex. 1986) (per curiam)). The fact

finder is the sole judge of the credibility of the witnesses and the weight to be given

their testimony. Golden Eagle Archery, Inc. v. Jackson, 116 S.W.3d 757, 761 (Tex.

2003). We defer to the jury’s implicit determinations of credibility and the weight

to be given to the evidence. Wise v. SR Dallas, LLC, 436 S.W.3d 402, 408 (Tex.

App.—Dallas 2014, no pet.). As long as the evidence falls within the “zone of

reasonable disagreement,” we will not substitute our judgment for that of the fact-

finder. City of Keller v. Wilson, 168 S.W.3d 802, 822 (Tex. 2005). In conducting a

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

Related

Golden Eagle Archery, Inc. v. Jackson
116 S.W.3d 757 (Texas Supreme Court, 2003)
Forest Oil Corp. v. McAllen
268 S.W.3d 51 (Texas Supreme Court, 2008)
Intercontinental Group Partnership v. KB Home Lone Star L.P.
295 S.W.3d 650 (Texas Supreme Court, 2009)
Plas-Tex, Inc. v. U.S. Steel Corp.
772 S.W.2d 442 (Texas Supreme Court, 1989)
Stewart Title Guaranty Co. v. Sterling
822 S.W.2d 1 (Texas Supreme Court, 1992)
Fortune Production Co. v. Conoco, Inc.
52 S.W.3d 671 (Texas Supreme Court, 2000)
Waite Hill Services, Inc. v. World Class Metal Works, Inc.
959 S.W.2d 182 (Texas Supreme Court, 1998)
Schlumberger Technology Corp. v. Swanson
959 S.W.2d 171 (Texas Supreme Court, 1997)
SAS & Associates, Inc. v. Home Marketing Servicing, Inc.
168 S.W.3d 296 (Court of Appeals of Texas, 2005)
City of Keller v. Wilson
168 S.W.3d 802 (Texas Supreme Court, 2005)
King Ranch, Inc. v. Chapman
118 S.W.3d 742 (Texas Supreme Court, 2003)
Foley v. Parlier
68 S.W.3d 870 (Court of Appeals of Texas, 2002)
Green International, Inc. v. Solis
951 S.W.2d 384 (Texas Supreme Court, 1997)
Dallas Farm MacHinery Company v. Reaves
307 S.W.2d 233 (Texas Supreme Court, 1957)
ST. PAUL SURPLUS LINES INS. CO. INC. v. Dal-Worth Tank Co.
974 S.W.2d 51 (Texas Supreme Court, 1998)
Cain v. Bain
709 S.W.2d 175 (Texas Supreme Court, 1986)
Fulgham v. Fischer
349 S.W.3d 153 (Court of Appeals of Texas, 2011)
Hernandez v. Sovereign Cherokee Nation Tejas
343 S.W.3d 162 (Court of Appeals of Texas, 2011)

Cite This Page — Counsel Stack

Bluebook (online)
Paul Mundheim, Marla Mundheim, and the Mundheim Firm, PLLC v. Scott Lepp and Amy Torres Lepp, Counsel Stack Legal Research, https://law.counselstack.com/opinion/paul-mundheim-marla-mundheim-and-the-mundheim-firm-pllc-v-scott-lepp-texapp-2021.