William David Holliday v. Joseph Wicker Gray, Individually, and in His Capacities as Officer, Director, Shareholder, Beneficiary or Plan Sponsor of Any Corporation, or Any IRA or Pension Plan Into Which Funds Made Payable to Payable to the Terminated J W Gray MD Inc Profit Sharing Trust

CourtCourt of Appeals of Texas
DecidedApril 24, 2020
Docket05-18-01146-CV
StatusPublished

This text of William David Holliday v. Joseph Wicker Gray, Individually, and in His Capacities as Officer, Director, Shareholder, Beneficiary or Plan Sponsor of Any Corporation, or Any IRA or Pension Plan Into Which Funds Made Payable to Payable to the Terminated J W Gray MD Inc Profit Sharing Trust (William David Holliday v. Joseph Wicker Gray, Individually, and in His Capacities as Officer, Director, Shareholder, Beneficiary or Plan Sponsor of Any Corporation, or Any IRA or Pension Plan Into Which Funds Made Payable to Payable to the Terminated J W Gray MD Inc Profit Sharing Trust) 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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William David Holliday v. Joseph Wicker Gray, Individually, and in His Capacities as Officer, Director, Shareholder, Beneficiary or Plan Sponsor of Any Corporation, or Any IRA or Pension Plan Into Which Funds Made Payable to Payable to the Terminated J W Gray MD Inc Profit Sharing Trust, (Tex. Ct. App. 2020).

Opinion

AFFIRMED and Opinion Filed April 24, 2020

S In The Court of Appeals Fifth District of Texas at Dallas No. 05-18-01146-CV

WILLIAM DAVID HOLLIDAY, Appellant V. JOSEPH WICKER GRAY, Appellee

On Appeal from the 160th Judicial District Court Dallas County, Texas Trial Court Cause No. DC-17-10117

MEMORANDUM OPINION Before Justices Osborne, Partida-Kipness, and Pedersen, III Opinion by Justice Osborne Appellant William David Holliday, an attorney, sued appellee Joseph Wicker

Gray for breach of a contract to pay attorney’s fees. Gray filed a counterclaim

seeking to void the contract, alleging it was procured by barratry. After a bench trial,

the trial court rendered judgment for Gray on Holliday’s claims and on Gray’s

counterclaim. In four issues, Holliday contends the trial court erred by (1) permitting

Gray to testify at trial, (2) concluding that Gray was not estopped from asserting his

barratry cause of action, (3) overruling Holliday’s motion for new trial, and

(4) concluding that Holliday’s conduct violated the barratry provisions of the penal code and the Texas Disciplinary Rules of Professional Conduct. We affirm the trial

court’s judgment.

BACKGROUND

Gray is a retired physician. Holliday is an attorney. The two had not met

before the events giving rise to this lawsuit. While in Austin “researching an

unrelated case” in 2015, Holliday discovered that Gray had unsuccessfully attempted

to retrieve property—funds remaining in a profit-sharing trust from Gray’s medical

practice—that had escheated to the State of Texas. Holliday called Gray to see if he

had been able to reclaim the property and found he had not. Holliday and Gray met

to discuss the matter, and Holliday told Gray he would need an attorney to get his

property back from the state.

About a year later, Holliday again contacted Gray to ask if he had been able

to reclaim the property. Gray told Holliday he had not done so, and the two agreed

to meet again to discuss Holliday’s representation of Gray in the matter. Gray signed

a contingency fee contract on December 5, 2016, in which he agreed to pay Holliday

one-third of any recovery. In June, 2017, Gray received a check in the amount of

$281,539.54 from the Texas Comptroller, and Holliday demanded his fee of

$93,846.51. Gray refused to pay, and Holliday brought this suit alleging causes of

action for breach of contract and money had and received, among others.

Gray filed a counterclaim to void the contract, alleging it was procured as a

result of conduct violating section 38.12(a) or (b) of the Texas Penal Code and Rule –2– 7.03 of the Texas Disciplinary Rules of Professional Conduct of the State Bar of

Texas. While the case was pending, Gray’s attorney filed a grievance with the Office

of the Chief Disciplinary Counsel of the State Bar of Texas regarding Holliday’s

conduct leading up to the signing of the contingency fee contract with Gray.

The case proceeded to trial before the court. The trial court rendered judgment

declaring the contract void and ordering that Gray recover from Holliday a civil

penalty in the amount of $10,000, $42,400.00 in attorney’s fees, and conditional

appellate fees.

After the trial court heard and overruled Holliday’s initial motion for new trial

and more than thirty days after judgment was rendered, Holliday received a letter

from the Office of the Chief Disciplinary Counsel of the State Bar of Texas

informing him that the Commission for Lawyer Discipline had decided to dismiss

the disciplinary proceeding against him. Holliday filed a motion for new trial based

on this information. The trial court did not rule on the motion.

This appeal followed.

STANDARDS OF REVIEW

“A trial court’s findings of fact issued after a bench trial have the same weight,

and are judged by the same appellate standards, as a jury verdict.” Tex. Outfitters

Ltd., LLC v. Nicholson, 572 S.W.3d 647, 653 (Tex. 2019). When the appellate record

contains a reporter’s record, as in this case, findings of fact are not conclusive and

are binding only if supported by the evidence. Wyde v. Francesconi, 566 S.W.3d –3– 890, 894 (Tex. App.—Dallas 2018, no pet.). When an appellant challenges the legal

sufficiency of an adverse finding on which he did not have the burden of proof at

trial, he must demonstrate there is no evidence to support the adverse finding. Sheetz

v. Slaughter, 503 S.W.3d 495, 502 (Tex. App.—Dallas 2016, no pet.). When

reviewing the record, we determine whether any evidence supports the challenged

finding. Id. If more than a scintilla of evidence exists to support the finding, the legal

sufficiency challenge fails. Id.; see also King Ranch, Inc. v. Chapman, 118 S.W.3d

742, 751 (Tex. 2003) (more than a scintilla of evidence exists when evidence “rises

to a level that would enable reasonable and fair-minded people to differ in their

conclusions”).

When an appellant challenges the factual sufficiency of the evidence on an

issue, we consider all the evidence supporting and contradicting the finding. Sheetz,

503 S.W.3d at 502. We set aside the finding for factual insufficiency only if the

finding is so contrary to the overwhelming weight of the evidence as to be clearly

wrong and manifestly unjust. Cain v. Bain, 709 S.W.2d 175, 176 (Tex. 1986) (per

curiam). The trial court, as factfinder, is the sole judge of the credibility of the

witnesses. Sheetz, 503 S.W.3d at 502. As long as the evidence falls “within the zone

of reasonable disagreement,” we will not substitute our judgment for that of the fact-

finder. Id. (quoting City of Keller v. Wilson, 168 S.W.3d 802, 822 (Tex. 2005)).

We review de novo a trial court’s conclusions of law. See Compass Bank v.

Goodman, 416 S.W.3d 715, 718–19 (Tex. App.—Dallas 2013, pet. denied). We are –4– not bound by the trial court’s legal conclusions, but conclusions of law will be upheld

on appeal if the judgment can be sustained on any legal theory supported by the

evidence. Sheetz, 503 S.W.3d at 502. Incorrect conclusions of law will not require

reversal if the controlling findings of fact will support a correct legal

theory. Id. Moreover, conclusions of law may not be reversed unless they are

erroneous as a matter of law. Id.

We review the denial of a motion for new trial for an abuse of discretion.

Waffle House, Inc. v. Williams, 313 S.W.3d 796, 813 (Tex. 2010). Under this

standard, we may not overrule the trial court’s decision unless the trial court acted

unreasonably or in an arbitrary manner, without reference to guiding rules and

principles. James v. Witherite, No. 05-17-00799-CV, 2018 WL 5869641, at *11

(Tex. App.—Dallas Nov. 9, 2018, no pet.) (mem. op).

We review a trial court’s evidentiary rulings for abuse of discretion.

Horizon/CMS Healthcare Corp. v. Auld, 34 S.W.3d 887, 906 (Tex. 2000). We must

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William David Holliday v. Joseph Wicker Gray, Individually, and in His Capacities as Officer, Director, Shareholder, Beneficiary or Plan Sponsor of Any Corporation, or Any IRA or Pension Plan Into Which Funds Made Payable to Payable to the Terminated J W Gray MD Inc Profit Sharing Trust, Counsel Stack Legal Research, https://law.counselstack.com/opinion/william-david-holliday-v-joseph-wicker-gray-individually-and-in-his-texapp-2020.