Steve Wimberly, Individually and D/B/A Erection Company, and 300 Baylor, Inc. v. Fritz, Byrne & Head, L.L.P.

CourtCourt of Appeals of Texas
DecidedJuly 26, 2001
Docket03-00-00500-CV
StatusPublished

This text of Steve Wimberly, Individually and D/B/A Erection Company, and 300 Baylor, Inc. v. Fritz, Byrne & Head, L.L.P. (Steve Wimberly, Individually and D/B/A Erection Company, and 300 Baylor, Inc. v. Fritz, Byrne & Head, L.L.P.) 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.

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Steve Wimberly, Individually and D/B/A Erection Company, and 300 Baylor, Inc. v. Fritz, Byrne & Head, L.L.P., (Tex. Ct. App. 2001).

Opinion

TEXAS COURT OF APPEALS, THIRD DISTRICT, AT AUSTIN



NO. 03-00-00500-CV
Steve Wimberly, Individually and d/b/a Erection Company, and

300 Baylor, Inc., Appellants



v.



Fritz, Byrne & Head, L.L.P., Appellee



FROM THE COUNTY COURT AT LAW NO. 2 OF TRAVIS COUNTY

NO. 248,886, HONORABLE J. DAVID PHILLIPS, JUDGE PRESIDING

Fritz, Byrne & Head, L.L.P. ("the Firm") commenced this collection suit regarding fees and expenses for legal services rendered to Steve Wimberly both individually and doing business as Erection Company and 300 Baylor, Inc. (collectively "Wimberly"). See Tex. R. Civ. P. 185. After Wimberly answered by filing a general denial, the Firm moved for summary judgment. Wimberly then filed an amended answer and verified denial. The trial court granted the Firm's summary judgment motion. We will reverse the judgment and remand the cause to the trial court for further proceedings.

Factual and Procedural Background

On December 20, 1999, the Firm filed an original, unverified petition claiming that Wimberly executed an engagement agreement whereby it would pay the Firm for fees and expenses incurred in connection with the Firm's legal representation of Wimberly. The Firm attached a copy of the engagement agreement signed by Steve Wimberly and Ronald Houdyshell, a partner on behalf of the Firm. The engagement agreement provided the underlying basis for the charges and the work to be performed by setting out hourly rates for various law firm employees as well as charges for different services that might be rendered by the Firm on Wimberly's behalf. The Firm claimed that it performed legal services for Wimberly from March 1997 through August 1998, that Wimberly accepted these services and that the Firm kept a systematic record of these transactions and billed Wimberly accordingly. The Firm attached an affidavit from Marilynn Thompson, the law firm's administrator, stating that the amount of the account is due by Wimberly and that all just and lawful offsets, payments, and credits have been allowed. Attached to Thompson's affidavit were summaries of Wimberly's statements of account. The Firm claimed that Wimberly defaulted in making payments on the account and that in 1998 and 1999 the Firm sent Wimberly reminder notices of past due amounts owed. The Firm claimed that on October 14, 1999, it sent Wimberly a demand letter requesting $46,071.24 as payment in full and withdrew all previous settlement offers. The Firm attached a copy of the October 14 demand letter to its petition. The Firm also requested that Wimberly pay its attorney's fees made necessary by Wimberly's default and the filing of the underlying cause.

On January 11, 2000, Wimberly filed a general denial. On April 24, the Firm filed a motion for summary judgment. As its only summary judgment proof, the Firm submitted the same affidavit from Thompson and the same account summaries submitted with the original unverified petition and an affidavit from Bruce Perkins in support of the Firm's request for attorney's fees incurred in this action to collect the unpaid sums. The Firm contended as its basis for the motion that Wimberly failed to comply with the requirements of Texas Rules of Civil Procedure 93(10) and 185 in that the general denial was unverified and did not specifically deny the account. The Firm also alleged that it was entitled to judgment on its claim against Wimberly as a matter of law because there were no genuine issues about any material facts.

On June 9, Wimberly filed a first amended answer and verified denial in which it specifically denied each and every item in the Firm's sworn account. On June 20, Wimberly responded to the Firm's summary judgment motion alleging generally that the Firm did not carry its burden of proof on all the elements of its sworn account because there was no evidence to support or explain the services provided, whether the services were provided in connection with a specific agreement, and what the terms were of such an agreement. (1) Although Wimberly objected to Thompson's affidavit, it tendered no controverting proof. On June 26, the trial court granted judgment in favor of the Firm, ruling that the Firm recover from Wimberly $46,071.29 as the total amount due, plus prejudgment and postjudgment interest, and attorney's fees.



Discussion

Rule 185 of the Texas Rules of Civil Procedure sets out the criteria for a suit on account and defines an open account to include "any claim . . . for personal services rendered." Tex. R. Civ. P. 185. Under this rule, a plaintiff's petition on a sworn account must contain a systematic, itemized statement of the goods or services sold, reveal offsets made to the account, and be supported by an affidavit stating the claim is within the affiant's knowledge, and that it is "just and true." Powers v. Adams, 2 S.W.3d 496, 498 (Tex. App.--Houston [14th Dist.] 1999, no pet.). A defendant's denial must be written and supported by an affidavit denying the account. Tex. R. Civ. P. 93(10). When a defendant files a sworn denial of the plaintiff's account in the form required by Rule 185, the evidentiary presumption afforded the plaintiff's petition and affidavit is destroyed and the plaintiff is forced to introduce proof of its claim. Id. (citing Roberts Express, Inc. v. Expert Transp., Inc., 842 S.W.2d 766, 770 (Tex. App.--Dallas 1992, no writ)). Once a defendant files a verified denial in a sworn account action, a plaintiff must present summary judgment proof establishing the following:



(1) the sale and delivery of merchandise or performance of services;



(2) that the amount of the account is "just," that is, the prices charged are pursuant to an express agreement, or in the absence of an agreement, that the charges are usual, customary, or reasonable; and



(3) that the outstanding amounts remain unpaid.



Superior Derrick Servs., Inc. v. Anderson, 831 S.W.2d 868, 872 (Tex. App.--Houston [14th Dist.] 1992, writ denied).

Here, the Firm filed the underlying cause seeking to collect unpaid attorney's fees and expenses for services it rendered to Wimberly pursuant to Texas Rule of Civil Procedure 185. After Wimberly filed a verified denial, the Firm was required to present proof of its claim. (2) See Powers, 2 S.W.3d at 499. A party moving for summary judgment must establish its right to judgment on the issues expressly presented to the trial court by conclusively proving all elements of its cause of action as a matter of law. Elliott-Williams Co. v. Diaz, 9 S.W.3d 801, 803 (Tex. 1999).

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Steve Wimberly, Individually and D/B/A Erection Company, and 300 Baylor, Inc. v. Fritz, Byrne & Head, L.L.P., Counsel Stack Legal Research, https://law.counselstack.com/opinion/steve-wimberly-individually-and-dba-erection-compa-texapp-2001.