Uop LLC v. Shanda Kozak, Individually and as Personal Representative of the Heirs and Estate of Walter Scifres, and Keith Kozak

CourtCourt of Appeals of Texas
DecidedMay 20, 2010
Docket01-08-00896-CV
StatusPublished

This text of Uop LLC v. Shanda Kozak, Individually and as Personal Representative of the Heirs and Estate of Walter Scifres, and Keith Kozak (Uop LLC v. Shanda Kozak, Individually and as Personal Representative of the Heirs and Estate of Walter Scifres, and Keith Kozak) 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
Uop LLC v. Shanda Kozak, Individually and as Personal Representative of the Heirs and Estate of Walter Scifres, and Keith Kozak, (Tex. Ct. App. 2010).

Opinion

Opinion issued May 20, 2010





In The

Court of Appeals

For The

First District of Texas

____________



NO. 01-08-00896-CV



UOP, L.L.C. F/K/A UNIVERSAL OIL PRODUCTS, Appellant



V.



SHANDA KOZAK, INDIVIDUALLY AND AS PERSONAL REPRESENTATIVE OF THE HEIRS AND ESTATE OF WALTER SCIFRES, DECEASED, AND KEITH SCIFRES, Appellees



* * *



SHANDA KOZAK, INDIVIDUALLY AND AS PERSONAL REPRESENTATIVE OF THE HEIRS AND ESTATE OF WALTER SCIFRES, DECEASED, AND KEITH SCIFRES, Appellants





UOP, L.L.C. F/K/A UNIVERSAL OIL PRODUCTS, Appellee



On Appeal from the 11th District Court

Harris County, Texas

Trial Court Cause No. 2008-17991



MEMORANDUM OPINION



By motion to dismiss and motion for summary judgment, Universal Oil Products, L.L.C. ("UOP") moved against all claims asserted by Shanda Kozak, individually and as personal representative of the heirs and estate of Walter Scifres, deceased, and Keith Scifres ("the Kozak Plaintiffs") on the basis that the Kozak Plaintiffs had failed to obtain a certificate of merit (dismissal motion) and on the claims' merits or on the basis of the statute of repose (summary-judgment motion). By two interlocutory orders, the trial court dismissed or rendered judgment on all of the Kozak Plaintiffs' claims against UOP, except for a claim based on UOP's alleged failure to warn of the dangers of asbestos. Both parties appeal the ruling on the motion to dismiss. See Tex. Civ. Prac. & Rem. Code Ann. § 150.002(f) (Vernon Supp. 2009). We affirm the order in part, reverse it in part, and remand the case with instructions.

BACKGROUND

Walter Scifres worked at the Sun Oil refinery in Duncan, Oklahoma for several decades. The Kozak Plaintiffs alleged that UOP designed the Sun Oil refinery and acted afterwards as a general contractor at the refinery facility. In 2005, Walter died of mesothelioma, a form of cancer usually linked to asbestos exposure.

A. The Pleadings

Two years after Walter's death, the Kozak Plaintiffs, many of whom were his heirs, filed suit against UOP and another defendant who is not a party to this appeal under a variety of theories. Their first amended petition, the "live" pleading at the time of the dismissal ruling, asserted some allegations against UOP, some against the other defendant, and some against both defendants.

In the section of the first amended petition relating exclusively to UOP, the Kozak Plaintiffs claimed that UOP had "acted as an engineering design service provider [and] acted as a general contractor during construction by handling the bid process, evaluating the bids and communicating with the bid winner." The petition then alleged a claim against UOP for the failure to warn of the dangers of asbestos, in UOP's capacities both as designer and general contractor. The specifics of this claim will be set out further below. The petition also asserted claims against both defendants for gross negligence, fraud, conspiracy, and loss of consortium.

B. The Motion to Dismiss

UOP filed a "Motion to Dismiss for Failure to File a Certificate of Merit all Claims Brought by Plaintiffs," as required under former section 150.002 of the Texas Civil Practice and Remedies Code. See Act of May 18, 2005, 79th Leg., R.S., ch. 208, § 2, 2005 Tex. Gen. Laws 369, 370 (amended 2009) (current version at Tex. Civ. Prac. & Rem. Code Ann. § 150.002(a) (Vernon Supp. 2009)). The only evidence submitted in support was the affidavit of an employee, who averred:

UOP LLC is a limited liability company that employs licensed professional engineers who provide chemical and process engineering services for refineries. For more than ninety years, UOP has been developing licensing process technology for the refining industry. To develop its proprietary information, UOP employs licensed professional engineers to generate refinery process designs and refinery process technology.



At the hearing on the motion, the trial court granted the Kozak Plaintiffs an extra two weeks either to obtain a certificate of merit or "to come up with a real good cause" why they could not produce one.

The Kozak Plaintiffs did not procure a certificate of merit, but instead moved for leave to avoid filing one because the facility no longer existed. Alternatively, they asserted that they had sued UOP "under theories of negligence, gross negligence, and strict liability"; that the certificate requirement applied only to negligence claims, not non-negligence claims or claims not arising out of the provision of professional services; that UOP had acted not simply as a designer, but also "as a general contractor who purchased and supplied the asbestos-containing products to which [the decedent] was exposed"; and that the certificate requirement did not apply to their claims based on UOP's "negligent conduct in its capacity as a general contractor and in its failure to warn." In its response, UOP argued that former section 150.002 did not give the trial court discretion to waive the certificate, that it had provided only professional engineering design services, that UOP had never worked as a general contractor, and that the Kozak Plaintiffs were attempting to "plead their way" out of the requirement. However, UOP did not produce any evidence in support of its factual assertions.

The trial court ruled on both parties' motions on September 26, 2008. First, the trial court ruled that former section 150.002 was procedural, implicitly recognizing that it applied to the case. Second, the court ruled that UOP's motion to dismiss "should be GRANTED in part and DENIED in part . . . ." The portion of the motion that was granted was as follows:

[UOP's] Motion to Dismiss for Failure to File a Certificate of Merit is GRANTED with respect to [Plaintiffs'] claims for the personal injuries and wrongful death of Walter Scifres that arise from UOP's provision of professional engineering services for the Sunray/Sun Oil refinery . . . and are dismissed with prejudice.



Third, the trial court denied the Kozak Plaintiffs' request to avoid filing a certificate of merit.

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Uop LLC v. Shanda Kozak, Individually and as Personal Representative of the Heirs and Estate of Walter Scifres, and Keith Kozak, Counsel Stack Legal Research, https://law.counselstack.com/opinion/uop-llc-v-shanda-kozak-individually-and-as-persona-texapp-2010.