Robert Lansing Wakefield v. Rubio Digital Forensics, LLC

CourtCourt of Appeals of Texas
DecidedNovember 21, 2023
Docket05-22-00780-CV
StatusPublished

This text of Robert Lansing Wakefield v. Rubio Digital Forensics, LLC (Robert Lansing Wakefield v. Rubio Digital Forensics, LLC) 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
Robert Lansing Wakefield v. Rubio Digital Forensics, LLC, (Tex. Ct. App. 2023).

Opinion

Affirmed and Opinion Filed November 21, 2023

In The Court of Appeals Fifth District of Texas at Dallas No. 05-22-00780-CV

ROBERT LANSING WAKEFIELD, Appellant V. RUBIO DIGITAL FORENSICS, LLC, Appellee

On Appeal from the 219th Judicial District Court Collin County, Texas Trial Court Cause No. 219-02783-2020

MEMORANDUM OPINION Before Justices Molberg, Carlyle, and Smith Opinion by Justice Molberg Appellant Wakefield was a party to a family law dispute and engaged Tadlock

to be his attorney. Tadlock then engaged Appellee Rubio Digital Forensics, LLC

(Rubio), a computer forensics expert, via a written contract to provide expert

services to benefit Wakefield. After a bench trial between Rubio and Wakefield

concerning an unpaid balance under the contract, the trial court entered judgment in

Rubio’s favor.

In four issues, Wakefield challenges the trial court’s judgment based on: (1)

the sufficiency of the evidence to prove there was a contract between Wakefield and

Rubio; (2) the sufficiency of the evidence to prove Tadlock acted as an agent for Wakefield; (3) the availability of relief under quantum meruit where there was an

express contract; and (4) the non-segregation of Rubio’s attorney’s fees. We affirm.

I. RELEVANT BACKGROUND Tadlock believed Wakefield needed an expert to strengthen his family law

case, had previously retained Rubio on another case, and engaged Rubio on

Wakefield’s behalf. The contract stated it was between Rubio and “Law Office of

Gerald Tadlock, a(n) attorney for R.L. Wakefield (‘Client’).” The contract was

executed by Tadlock and Graciela Rubio, the owner of Rubio.

Wakefield then delivered an Apple watch, previously belonging to his ex-

wife, to Rubio for the purpose of extracting from it certain information and data

relevant to issues in Wakefield’s family law case. Graciela Rubio testified that

during this meeting, Wakefield instructed her “just to do whatever his attorney said”

and she performed the work requested. No estimate for this work was ever requested

or provided, but the contract did state Rubio’s hourly rate.

Wakefield testified that Tadlock told him the watch was important to his case,

that if he gave the watch to Rubio the court would admit it, “that it was a lot of

money but it will get in,” and that Wakefield agreed with Tadlock’s counsel.

Wakefield also testified that he learned Rubio’s bill was approaching $10,000 as he

was arriving to court for his hearing in the underlying litigation. Wakefield

nonetheless proceeded with the hearing, Tadlock called Rubio to testify in

Wakefield’s case as planned, and Wakefield prevailed.

–2– II. STANDARD OF REVIEW After Rubio prevailed at the bench trial at issue here, Wakefield did not

request findings of fact and conclusions of law. In the absence of any findings of

fact and conclusions of law, it is Wakefield’s burden as the appellant to show the

trial court’s judgment was not supported by any legal theory raised by the evidence.

Point Lookout West, Inc. v. Whorton, 742 S.W.2d 277, 279 (Tex. 1987). “When the

trial court does not make findings of fact and conclusions of law in a bench trial, the

judgment implies all necessary fact findings to support it.” N.Y. Underwriters Ins.

Co. v. State Farm Mut. Auto. Ins. Co., 856 S.W.2d 194, 205 (Tex. App.—Dallas

1993, no writ). We uphold the judgment on any applicable theory that finds support

in the record. Id. Because Wakefield did not have the burden of proof at trial, his

burden on appeal was to demonstrate “that no evidence exists to support the adverse

finding[s].” BBQ Blues Tex., Ltd. v. Affiliated Bus. Brokers, Inc., 183 S.W.3d 543,

545 (Tex. App.—Dallas 2006, pet. denied). “If more than a scintilla of evidence

exists to support the finding, the legal sufficiency challenge fails.” Brockie v. Webb,

244 S.W.3d 905, 909–10 (Tex. App.—Dallas 2008, pet. denied).

III. ANALYSIS We first dispose of Wakefield’s second issue and his arguments that Rubio

failed to introduce any evidence of agency between Wakefield and Tadlock.

Tadlock testified he was Wakefield’s lawyer in the litigation for which Rubio was

engaged, and Wakefield never disputed that fact in his testimony. This is more than

–3– a scintilla of evidence that Tadlock was Wakefield’s agent regarding the contract

with Rubio. See Dow Chem. Co. v. Benton, 357 S.W.2d 565, 567 (Tex. 1962) (“The

attorney-client relationship is one of principal and agent.”); see also Boozer v.

Fischer, 674 S.W.3d 314, 326 (Tex. 2023) (“Ordinarily . . . an attorney owes

fiduciary duties to—and serves as an agent for—his own client, not an adverse

party.”) (emphasis in original). We overrule Wakefield’s second issue.

Wakefield expresses his first issue as: “The trial court erred in entering

judgment for damages and attorney’s fees against Mr. Wakefield because there was

no evidence or insufficient evidence of a contract between Wakefield and Rubio.”

We are bound, however, to uphold the trial court’s ruling if it is correct on any theory

applicable to the case. See Gulf Land Co. v. Atl. Ref. Co., 131 S.W.2d 73, 84 (Tex.

1939). Here, a controlling theory at issue is ratification, not the existence of a

contract between Wakefield and Rubio.

Under principles of agency, Wakefield is responsible for the acts of Tadlock

if Wakefield ratified Tadlock’s acts. See Suzlon Energy Ltd. v. Trinity Structural

Towers, Inc., 436 S.W.3d 835, 841 (Tex. App.—Dallas 2014, no pet.) (“A principal

is liable for the acts of another acting as its agent only when the agent has actual or

apparent authority to do those acts or when the principal ratifies those acts.”);

RESTATEMENT (THIRD) OF THE LAW GOVERNING LAWYERS § 26(3) (“A lawyer’s act

is considered to be that of a client in proceedings before a tribunal or in dealings

with third persons when: . . . (3) the client ratifies the act.”). “Ratification may

–4– occur when a principal, though he had no knowledge originally of the unauthorized

act of his agent, retains the benefits of the transaction after acquiring full

knowledge.” Land Title Co. of Dall. v. F. M. Stigler, Inc., 609 S.W.2d 754, 756

(Tex. 1980).

The elements of ratification are (1) approval by act, word, or conduct, (2) with

full knowledge of the facts of the earlier act, and (3) with the intent to validate the

earlier act. Neese v. Lyon, 479 S.W.3d 368, 384 (Tex. App.—Dallas 2015, no pet.).

A party ratifies an agreement when—after learning all of the material facts—he

confirms or adopts an earlier act that did not then legally bind him and that he could

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Related

In Re Estate of Bean
206 S.W.3d 749 (Court of Appeals of Texas, 2006)
Point Lookout West, Inc. v. Whorton
742 S.W.2d 277 (Texas Supreme Court, 1987)
Land Title Co. of Dallas, Inc. v. F. M. Stigler, Inc.
609 S.W.2d 754 (Texas Supreme Court, 1980)
Stewart Title Guaranty Co. v. Sterling
822 S.W.2d 1 (Texas Supreme Court, 1992)
Dow Chemical Company v. Benton
357 S.W.2d 565 (Texas Supreme Court, 1962)
BBQ Blues Texas, Ltd. v. Affiliated Business Brokers, Inc.
183 S.W.3d 543 (Court of Appeals of Texas, 2006)
Brockie v. Webb
244 S.W.3d 905 (Court of Appeals of Texas, 2008)
Flint & Associates v. Intercontinental Pipe & Steel, Inc.
739 S.W.2d 622 (Court of Appeals of Texas, 1987)
Suzlon Energy Limited v. Trinity Structural Towers, Inc.
436 S.W.3d 835 (Court of Appeals of Texas, 2014)
Gulf Land Co. v. Atlantic Refining Co.
131 S.W.2d 73 (Texas Supreme Court, 1939)

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Robert Lansing Wakefield v. Rubio Digital Forensics, LLC, Counsel Stack Legal Research, https://law.counselstack.com/opinion/robert-lansing-wakefield-v-rubio-digital-forensics-llc-texapp-2023.