Weldon-Francke v. Fisher

237 S.W.3d 789, 2007 Tex. App. LEXIS 7389, 2007 WL 2592990
CourtCourt of Appeals of Texas
DecidedSeptember 11, 2007
Docket14-06-00834-CV
StatusPublished
Cited by31 cases

This text of 237 S.W.3d 789 (Weldon-Francke v. Fisher) 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
Weldon-Francke v. Fisher, 237 S.W.3d 789, 2007 Tex. App. LEXIS 7389, 2007 WL 2592990 (Tex. Ct. App. 2007).

Opinion

OPINION

KEM THOMPSON FROST, Justice.

A nonresident attorney and her nonresident law firm bring this interlocutory appeal from the trial court’s order denying their joint special appearance in a lawsuit filed against them by clients living in Texas. We reverse the trial court’s order and remand with instructions to the trial court *792 to dismiss the claims against both defendants for lack of personal jurisdiction.

I. Factual and Procedural Background

Appellant Susanne M. Weldon-Francke is a New Hampshire attorney. She resides in New Hampshire and practices law in Laconia, New Hampshire with appellant Normandin Cheney & O’Neil, PLLC, a New Hampshire law firm (the “Law Firm”). Appellees Seymour and Carmen Fisher are Texas residents who, at the time of the events made the subject of their claims, owned a second home in New Hampshire.

In conducting a personal-jurisdiction analysis, we review the claims in question and the evidence regarding the jurisdictional facts, but we do not adjudicate the merits of the claims. Bougie v. Technical Risks, Inc., No. 14-03-01222-CV, 2004 WL 2902508, at *5 (Tex.App.-Houston [14th Dist.] Dec. 16, 2004, no pet.) (mem.op.). Ultimate liability in tort is not a jurisdictional fact, and the merits of the Fishers’ claims are not at issue in determining whether the trial court erred in concluding that it could exercise personal jurisdiction over Weldon-Francke and the Law Firm (collectively “Lawyers”). See id.

In their live petition in the trial court, the Fishers make the following allegations:

• On or about August 5, 1998, the Fishers sought legal advice from Weldon-Francke. The Fishers were concerned about their potential federal estate tax liability. They sought legal and tax advice regarding a possible transfer of their New Hampshire home to their two sons. The Fishers retained the services of the Lawyers.
• Weldon-Francke was made aware that the Fishers were Texas residents.
• After discussing the Fishers’ desires and examining documents, Weldon-Francke prepared a trust document entitled the “Fisher Realty Trust.” Weldon-Francke also prepared the deed by which title to the Fishers’ New Hampshire home would be transferred to the trust. The beneficiaries of the trust were the Fishers and their two sons.
• Weldon-Francke gave the Fishers legal advice concerning the trust and their New Hampshire home. The Lawyers charged the Fishers for the legal services provided, and the Fishers paid these fees.
• The Lawyers gave the Fishers erroneous legal advice and failed to achieve their stated goal of minimizing estate tax liability, and the Lawyers are liable for negligence, negligence per se, and breach of fiduciary duty.
• Weldon-Francke breached her fiduciary duty (1) by not disclosing to the Fishers that the legal advice she had given them was flawed and (2) by sending them a December 2, 2005 letter in which she asserted that the trust did achieve the goal of avoiding federal estate taxes. The Fishers did not solicit the opinions contained in this letter.
• The Fishers and their Texas counsel made written inquiry to Weldon-Francke, requesting an explanation of her December 2, 2005 letter. Weldon-Francke further breached her fiduciary duty by failing to admit that she had erred years earlier and by trying to obscure her alleged acts of malpractice in two more phone conversations and in a second letter to the Fishers dated February 9, 2005. The two letters constitute negligent or intentional misrepresentations that proximately caused the Fishers damages.

In April 2006, the Fishers filed suit against the Lawyers in the trial court be *793 low. The Lawyers filed a joint special appearance contesting personal jurisdiction. The trial court denied the joint special appearance. The Lawyers now challenge the trial court’s ruling on personal jurisdiction.

II. Standard op Review

Whether the Lawyers are subject to personal jurisdiction in Texas is a question of law subject to de novo review. See BMC Software Belgium, N.V. v. Marchand, 83 S.W.3d 789, 794 (Tex.2002). The trial court did not issue any findings of fact or conclusions of law. Therefore, all facts necessary to support the trial court’s ruling and supported by the evidence are implied in favor of the trial court’s decision. Id. at 795. Parties can challenge the legal and factual sufficiency of these implied factual findings. Id. In conducting a no-evidence analysis, we review the evidence in the light most favorable to the challenged finding and indulge every reasonable inference that would support it. See City of Keller v. Wilson, 168 S.W.3d 802, 822 (Tex.2005). We must credit favorable evidence if a reasonable factfinder could and disregard contrary evidence unless a reasonable factfinder could not. See id. at 827. We must determine whether the evidence at trial would enable reasonable and fair-minded people to find the facts at issue. See id. The factfinder is the sole judge of the credibility of the witnesses and the weight of their testimony. See id. at 819.

III. Issues and Analysis

In three related issues, the Lawyers challenge the trial court’s implied findings of specific and general jurisdiction and its denial of the joint special appearance. More specifically, the Lawyers contend that the evidence is legally insufficient to support the trial court’s implied findings of specific jurisdiction and general jurisdiction. 1 Finally, they contend that exercising personal jurisdiction over them in a Texas court would offend traditional notions of fair play and substantial justice.

The Texas long-arm statute governs a Texas court’s exercise of jurisdiction over nonresident defendants. Tex. Civ. PRac. & Rem.Code Ann. §§ 17.041-045 (Vernon Supp.2005). It allows a court to exercise personal jurisdiction as far as the federal constitutional requirements of due process will permit. See BMC Software, 83 S.W.3d at 795. Personal jurisdiction over a nonresident defendant is constitutional when two conditions are met: (1) the defendant has established minimum contacts with the forum state and (2) the exercise of personal jurisdiction comports with traditional notions of fair play and substantial justice. Id. For a defendant to have sufficient contacts with the forum, it is essential that there be some act by which the defendant “purposefully avails” itself of the privilege of conducting activities in the forum state, thus invoking the benefits and protections of its laws. Michiana Easy Livin’ Country, Inc. v. Holten, 168 S.W.3d 777, 784 (Tex.2005).

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Bluebook (online)
237 S.W.3d 789, 2007 Tex. App. LEXIS 7389, 2007 WL 2592990, Counsel Stack Legal Research, https://law.counselstack.com/opinion/weldon-francke-v-fisher-texapp-2007.