William Schulze and Susan Schulze v. Jonathan Cardenas

CourtCourt of Appeals of Texas
DecidedMarch 28, 2024
Docket09-22-00001-CV
StatusPublished

This text of William Schulze and Susan Schulze v. Jonathan Cardenas (William Schulze and Susan Schulze v. Jonathan Cardenas) 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
William Schulze and Susan Schulze v. Jonathan Cardenas, (Tex. Ct. App. 2024).

Opinion

In The

Court of Appeals

Ninth District of Texas at Beaumont

__________________

NO. 09-22-00001-CV __________________

WILLIAM SCHULZE AND SUSAN SCHULZE, Appellants

V.

JONATHAN CARDENAS, Appellee __________________________________________________________________

On Appeal from the 457th District Court Montgomery County, Texas Trial Cause No. 19-10-14090-CV __________________________________________________________________

MEMORANDUM OPINION

William and Susan Schulze (the Schulzes) appeal from a take-

nothing judgment following the bench trial of a case in which they alleged

they were rear-ended by a truck driven by Jonathan Cardenas. On

appeal, the Schulzes argue that the trial court abused its discretion by

imposing a death penalty sanction—excluding the testimony of the

surgeon who operated on William Schulze—for their attorney’s failure to

comply with the requirements of the trial court’s Scheduling Order. The 1 Scheduling Order required the parties to designate the pages and lines

of the deposition testimony the parties intended to offer into evidence

fourteen days before trial, and the Schulzes’ attorney didn’t file line-and-

page designations until the day of the trial.

To successfully reverse a trial court’s judgment based on an error

in excluding evidence, the appellant must demonstrate either that (1) the

trial court erred by excluding the evidence and the error “probably caused

the rendition of an improper judgment,” or (2) that the error “probably

prevented the appellant from properly presenting the case to the court of

appeals.” 1 The record shows that after the trial court announced that the 0 F

surgeon’s deposition testimony would not be admitted into evidence in

the trial, the trial court asked whether the parties had “any evidence that

you’re going to want to present?” The Appellants’ attorney (who also

represented the Schulzes in the trial) told the trial court that the trial

court’s ruling put her “in a difficult position because without [the

surgeon’s] deposition testimony, with reference to the injuries and the

causation, . . . it’s a very difficult case for us to be able to make at this

point.” Then, the attorney for Mr. Cardenas told the trial court that his

1Tex. R. App. P. 44.1(a).

2 client would try the matter to the bench and waive a jury. The Appellants’

attorney agreed to the suggestion to present the case to the bench. When

the Schulzes called no witnesses, Cardenas’s attorney moved for a

directed verdict based on the Schulzes’ attorney’s representation “that

they’re going to be unable to establish causation in this case.”

The record shows that before the trial court granted Cardenas’s

motion for directed verdict, the Schulzes’ attorney failed to make an offer

of proof by presenting evidence on the issues of Cardenas’s negligence

and evidence on whether Cardenas’s negligence was a proximate cause

of injuries the Schulzes alleged they suffered when their car was rear-

ended by Cardenas’s truck. “To preserve error concerning the exclusion

of evidence, the complaining party must actually offer the evidence and

secure an adverse ruling from the court.” 2 No offer of proof was made 1 F

here, as the record doesn’t show that the Schulzes’ attorney proffered any

depositions into evidence or summarized them by making a bystander’s

bill. Because we reject the Schulzes’ argument that the trial court’s ruling

excluding their surgeon’s testimony amounted to a death penalty

2Bobbora v. Unitrin Ins. Servs., 255 S.W.3d 331 (Tex. App.—Dallas

2008, no pet.); see also Tex. R. Evid. 103(c) (allowing a party to present the evidence to the trial court in an offer of proof “as soon as practical”). 3 sanction because they failed to create a record sufficient to establish that

the ruling precluded their ability to try the case on its merits, we will

affirm.

Background

The Schulzes sued Cardenas for negligence, alleging they were

injured when he rear-ended their car with his truck. 3 Their petition 2 F

includes a jury demand. After Cardenas was served, an attorney

appeared and answered the suit on Cardenas’s behalf.

In January 2020, the judge of the court in which the case was

initially filed—Judge Jennifer Robin of the 410th Judicial District

Court—signed a Scheduling Order, which required the parties to comply

with several deadlines before that Scheduling Order set the case for trial,

which was on October 12, 2020. Among other things, the Scheduling

Order provided that the parties file and serve “all deposition excerpts

that may be offered at trial in lieu of live testimony, with specific

designated page and line numbers” by October 1, 2020.

3Initially,the Schulzes sued Jonathan and his mother, Areli Cardenas, but they nonsuited Areli when they filed their First Amended Petition. 4 In August 2020, although no order of transfer to another trial court

is included in the Clerk’s Record, the case was apparently transferred to

the 410th District Court. In August, the judge of the 457th Judicial

District, Judge Vince Santini, on his own motion cancelled the

Scheduling Order of the 410th District Court and adopted another

Scheduling Order, which among other things established a fifteen-day

deadline for filing motions for continuance absent “exigent

circumstances.”

Under the August 2020 Scheduling Order, the parties were

required to submit a Joint Notice, which required the parties to advise

the trial court whether the case was ready for trial, how long they

estimated the trial would take, and whether there were any pending

motions before the court. The Joint Notice also required that the parties

exchange exhibit lists, witness lists, and “[a]ll deposition excerpts that

may be offered at trial in lieu of live testimony . . . by specific designated

pages and line numbers” no later than fourteen days before the trial.

Under Judge Santini’s Joint Notice, these lists were also required to be

filed with the court. In September 2020, the trial court set the case for

trial on January 19, 2021.

5 In January 2021, the parties missed the fourteen-day-before-trial

deadline for filing their Joint Notice by one day. On the day after the

Joint Notice was due (but not filed), the trial court dismissed the case for

want of prosecution. One day later, the Schulzes filed an unopposed

Verified Motion to Reinstate the case. In their Motion to Reinstate, the

Schulzes alleged that even though the parties had missed the trial court’s

deadline for filing the Joint Notice under the trial court’s Scheduling

Order, their failure had been unintentional, had resulted from a mistake,

and “it was not made with any conscious indifference” to the trial court’s

orders. The Schulzes also asked the trial court to continue the trial so

that the parties could enter settlement negotiations since the parties had

completed written discovery and had also just the day before completed

“the deposition of Plaintiff’s surgeon, Dr. [David] Tomaszek.”

The trial court granted the request to reinstate the case and signed

an order resetting the trial for March 2021. In the next ten months, the

trial court set and reset the case several more times, with the last trial

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William Schulze and Susan Schulze v. Jonathan Cardenas, Counsel Stack Legal Research, https://law.counselstack.com/opinion/william-schulze-and-susan-schulze-v-jonathan-cardenas-texapp-2024.