Scrivner v. Hobson

854 S.W.2d 148, 1993 WL 57756
CourtCourt of Appeals of Texas
DecidedFebruary 25, 1993
Docket01-92-01011-CV
StatusPublished
Cited by14 cases

This text of 854 S.W.2d 148 (Scrivner v. Hobson) 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
Scrivner v. Hobson, 854 S.W.2d 148, 1993 WL 57756 (Tex. Ct. App. 1993).

Opinion

OPINION ON MOTION FOR REHEARING

WILSON, Justice.

We have considered the motion for rehearing filed by the real parties in interest. We now grant the motion and, without hearing oral argument, withdraw our opinion of January 28, 1993, and substitute the following opinion. Relators Vernon and Josette Scrivner, plaintiffs in the underlying lawsuit, seek relief from respondent’s order of May 20, 1992, which grants defendants’ motion for protection of documents sought by relators in the underlying lawsuit. Real parties in interest are Anthony Roisman and the law firm of Cohen, Mil-stein, Hausfeld & Toll, a partnership, and Anthony Roisman, Jerry S. Cohen, Herbert E. Milstein, Michael D. Hausfeld, Stephen J. Toll, Ann C. Yahner, and Lisa M. Mezzet-ti (collectively, Roisman), who are defendants, along with James and Ola Mae Syn-nott.

The Scrivners allege Roisman settled an environmental lawsuit without their authority, thereby committing legal malpractice. Roisman represented the Scrivners and 100 other families, including the Sy-notts, who sued corporations that allegedly caused or contributed to a toxic waste site known as the French Limited Site, in the cases styled Wkiddon et al. v. Reichhold Chemicals Co., et al. and Whiddon et al v. ARCO, et al. The Scrivners contend that Roisman incorrectly calculated the value of their share of the settlement proceeds and impermissibly divided the share of the settlement attributable to their property with the prior land owners. They also claim Roisman fraudulently apportioned the settlement proceeds by paying certain landowners “bonuses.”

In conjunction with the legal malpractice action, the Scrivners’ attorney requested, by duces tecum to the deposition notice of Anthony Roisman, certain parts of Rois-man’s file, including information regarding the actual basis for calculations of the amounts due each plaintiff. Roisman objected and filed a motion for protection claiming the documents were not relevant to the claims asserted by the Scrivners, were privileged under Texas Rules of Civil Evidence 503, the attorney-client privilege, and were exempt from discovery under Texas Rules of Civil Procedure 166b(3)(a), *150 the attorney-work product privilege. He filed a motion for protection on these bases. Judge Hobson ordered the documents produced for in camera inspection and held a hearing on April 23, 1992. She signed Roisman’s order for protection on May 20, 1992. The order provides, in pertinent part:

[BJecause good cause has been shown ... the deponent is not required to produce any documents:
1) Relating to agreements between Anthony Z. Roisman and/or Cohen, Mil-stein, Hausfeld & Toll and Melvin and Margarette Whiddon, Mr. and Ms. Tony Spence, Mr. and Ms. Dave Shade, Mr. and Ms. Jake McCallister and Mr. and Ms. Wilbur Collins;
2) Used by Anthony Z. Roisman and/or Cohen, Milstein, Hausfeld & Toll to calculate the amount of money Melvin and Margarette Whiddon, Mr. and Ms. Tony Spence, Mr. and Ms. Dave Shade, Mr. and Ms. Jake McCallister and Mr. and Ms. Wilbur Collins were entitled to receive in the settlements with the Defendants in the case styled Whiddon v. Arco and Whiddon v. Reichhold; and
3) Relating to the settlements of Melvin and Margarette Whiddon, Mr. and Ms. Tony Spence, Mr. and Ms. Dave Shade, Mr. and Ms. Jake McCallister and Mr. and Ms. Wilbur Collins, including documents used to calculate said settlements.

The Scrivners maintain this order effectively makes their claim to recoup the allegedly misapplied funds impossible to prove. They assert 10 bases for relief by way of mandamus, including the following:

1. The documents sought by plaintiffs are not privileged because they concern the aggregate settlement of the underlying case.
2. The documents sought by plaintiffs do not fall within the attorney-client privilege because they do not contain advice given by the attorney to the client, nor do they concern secret information related to the attorney by the client.
3. The documents sought by plaintiffs fall within the crime-fraud exception to privilege found in Texas Rule of Civil Evidence 503(d)(1).
4. The documents sought by plaintiffs fall within the breach of duty by a lawyer exception to privilege found in Texas Rules of Civil Evidence 503(d)(3).
5. The documents sought by plaintiffs fall within the joint clients exception to privilege found in Texas Rules of Civil Evidence 503(d)(5).
6. The defendants are estopped from raising any privilege of the plaintiffs’ former colitigants because they failed to raise that privilege against an attorney representing the minors in the underlying case.
7. The documents sought by plaintiffs fall within the “contents of settlement agreements” work product exception found in Texas Rules of Civil Procedure 166b(2)(f)(2).
8. Defendants waived their privilege claims by failure to plead, prove, and preserve the alleged privileges.
9. The trial court abused its discretion in granting protection to all of the documents because the defendants waived any exemption by having already produced documents showing their “mental processes, conclusions and/or legal theories.”
10. The trial court abused its discretion by failing to order the defendants to produce redacted copies of the documents sought by the Scrivners, on motion for rehearing by the Scrivners.

Roisman argues that a remedy by way of writ of mandamus is improper because the trial court did not abuse its discretion in granting the protective order and that the Scrivners have other legal remedies. We granted relators’ motion for leave to file petition for writ of mandamus and heard argument of the parties.

Abuse of Discretion

Mandamus is a proper remedy only when the trial court has clearly abused its discretion, and the offended party has no other adequate remedy by law. Johnson v. Fourth Court of Appeals, 700 S.W.2d 916, 917 (Tex.1985). In the case of Walker v. *151 Packer, 827 S.W.2d 833 (Tex.1992), the Texas Supreme Court articulated the standard to which a litigant must be held in order to obtain a writ of mandamus in a discovery dispute. The court noted that the Rules of Civil Procedure require a “flexible approach to discovery.” Id. 827 S.W.2d at 838. A party is afforded the opportunity to seek any information that “appears reasonably calculated to lead to the discovery of admissible evidence.” Id. at 838-39; Tex.R.Civ.P. 166b(2)(a).

. With respect to resolution of factual issues or matters committed to the trial court’s discretion, the reviewing court may not substitute its judgment for that of the trial court. Walker,

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Cite This Page — Counsel Stack

Bluebook (online)
854 S.W.2d 148, 1993 WL 57756, Counsel Stack Legal Research, https://law.counselstack.com/opinion/scrivner-v-hobson-texapp-1993.