Stephen G. Rudisill, Ronald B. Coolley and Slawormir Z. Szczepanski v. Arnold, White & Durkee, P.C.

Court of Appeals of Texas·Decided September 30, 2004·No. 14-03-00508-CV·Published

Opinion

Affirmed and Majority and Concurring Opinions filed September 30, 2004

Affirmed and Majority and Concurring Opinions filed September 30, 2004.

In The

Fourteenth Court of Appeals

____________

NO. 14-03-00508-CV

____________

STEPHEN G. RUDISILL, RONALD B. COOLLEY, AND

SLAWOMIR Z. SZCZEPANSKI, Appellants

V.

ARNOLD WHITE & DURKEE, P.C., Appellee

_______________________________________________________

On Appeal from the 189th District Court

Harris County, Texas

Trial Court Cause No. 00-47589

_______________________________________________________

C O N C U R R I N G   O P I N I O N


Texas, like most other states, affords shareholders both the right to approve transactions that are not in the usual and regular course of the corporation=s business[1] and the right to seek an appraisal remedy and fair value for their shares if they vote against such a transaction and it is nevertheless effected.[2]  Texas, however, is unique in defining Ausual and regular course of business@ in a way that includes the most unusual, irregular, and extraordinary events in the life of a corporation.  Texas= singular definition of this well-worn term in article 5.09(B) of the Texas Business Corporation Act[3] effectively eliminates the necessity for shareholder approval in many transactions that, in common parlance and understanding, would never be considered in the Ausual and regular course of business.@

Under Texas= unique statutory scheme, a corporation is given great latitude to structure a sale of all or substantially all of its assets in a way that does not require shareholder approval.  As a result, minority shareholders are vulnerable to the actions of majority shareholders, who may freely configure a transaction effecting a fundamental corporate change in a way that avoids triggering the statutory shareholder protections.  As illustrated in this case, shareholders can easily lose their ability to vote on a fundamental corporate change and their opportunity to benefit from an appraisal remedy.  Although this statutory scheme may seem unfairly weighted against dissenting shareholders, this is the considered policy choice of the Texas Legislature, and we must construe the statute in accordance with the Legislature=s intent. 

The Legislature=s intent, though not clear on the face of the statute, is apparent after application of the appropriate rules of statutory construction:  A sale of all or substantially all of a corporation=s assets is deemed to be in the Ausual and regular course of business@ as long as the corporation engages, directly or indirectly, in some business after the sale B even if the corporation did not engage in that business before the sale. 


The court is correct to conclude that appellee Arnold White & Durkee, P.C. continued to engage in business after selling substantially all of its assets, but the court need not determine whether the law firm=s passive receipt of income as a partner in the newly created Howrey Simon Arnold & White, L.L. P. (AHowery Simon@) constitutes engaging, directly or indirectly, in the legal services business.  As explained below, article 5.09(B) does not require a corporation to engage in the same business after the asset sale for the transaction to qualify as one consummated in the Ausual and regular course of business.@  Because Arnold White & Durkee continued in some business after the asset sale, shareholder approval was not required for this transaction.  Therefore, appellants Stephen G. Rudisill, Ronald B. Coolley, and Slawomir Z. Szczepanski (collectively referred to as the AShareholders@) cannot prevail and the court is correct to overrule the issues they raise on appeal.  Though I do not embrace all of the majority=s reasoning, I respectfully concur in the court=s judgment.

Statutory Construction

Is article 5.09(B) ambiguous?

The majority does not address whether article 5.09(B) is ambiguous.  As a threshold matter, the court should examine the text of the statute and determine if it is ambiguous.  See In re Mo. Pac. Ry. Co., 998 S.W.2d 212, 217 (Tex. 1999).  Under article 5.09, the board of directors generally has the power to sell all or substantially all of the corporation=s assets without shareholder approval only if the sale is in the usual and regular course of the corporation=

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Stephen G. Rudisill, Ronald B. Coolley and Slawormir Z. Szczepanski v. Arnold, White & Durkee, P.C., (Tex. Ct. App. 2004).

Stephen G. Rudisill, Ronald B. Coolley and Slawormir Z. Szczepanski v. Arnold, White & Durkee, P.C. (Stephen G. Rudisill, Ronald B. Coolley and Slawormir Z. Szczepanski v. Arnold, White & Durkee, P.C.) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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