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Roberts v. Roper
2012 Tex. App. LEXIS 5502
| Tex. App. | 2012
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Background

  • Roberts signed a $50,000 promissory note payable to Roper due January 3, 2008, secured by Roberts's 3% membership interest in Your Town Yellow Pages, L.L.C. (YTYP).
  • Roper assigned two $25,000 CDs as collateral for an $800,000 City Bank Texas loan to Clear Fork Joint Venture, with City Bank holding a security interest in the CDs.
  • City Bank's security agreement authorized application of the CDs to repay the indebtedness to City Bank, including obligations tied to the Clear Fork loan.
  • Roberts did not pay the note at maturity and made no payments; Roper claimed she held the note and that the collateral yielded no value to her directly.
  • Roper moved for summary judgment; Roberts opposed, arguing a third party (John Woodall) had 'taken care of' Roper and that discovery would reveal more evidence.
  • The trial court granted summary judgment for Roper for the principal plus interest and $10,000 in attorney’s fees; Roberts unsuccessfully moved for new trial based on newly discovered evidence.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Balance due on the note Roper established balance due after offsets and credits. Roberts asserts Woodall paid or offset the balance. No genuine issue; balance due proven; Roper entitled to judgment.
Attorney’s fees award Note allows recovery of attorney’s fees; Baskind’s affidavit supports reasonableness. Affidavits insufficient to prove reasonableness/necessity under standards. Affidavits sufficient; $10,000 award proper.
New trial based on newly discovered evidence Defendant seeks relief due to a City Bank letter; evidence could change outcome. Letter not material; discovery not omitted; no different result likely. No abuse of discretion; denial affirmed.

Key Cases Cited

  • Lehmann v. Har-Con Corp., 39 S.W.3d 191 (Tex. 2001) (finality and appellate preservation of errors in final judgments)
  • Provident Life & Accident Ins. Co. v. Knott, 128 S.W.3d 211 (Tex. 2003) (summary-judgment standards and burdens of proof)
  • Nixon v. Mr. Property Mgmt. Co., 690 S.W.2d 546 (Tex. 1985) (summary-judgment standards and evidentiary burdens)
  • Slavin v. Citizens State Bank of Frost, 567 S.W.2d 928 (Tex.Civ.App.-Dallas 1978) (payment defense requires specific credits/offsets numerical amounts)
  • Arthur Andersen & Co. v. Perry Equipment Corp., 945 S.W.2d 812 (Tex. 1997) (DTPA attorney’s fees evidentiary requirements; factors for reasonableness)
  • Lesikar v. Rappeport, 33 S.W.3d 282 (Tex.App.-Texarkana 2000) (expert testimony required to prove reasonable attorney’s fees)
  • City of Houston v. Clear Creek Basin Auth., 589 S.W.2d 671 (Tex. 1979) (summary-judgment framework and burden shifting)
Read the full case

Case Details

Case Name: Roberts v. Roper
Court Name: Court of Appeals of Texas
Date Published: Jul 11, 2012
Citation: 2012 Tex. App. LEXIS 5502
Docket Number: No. 05-09-01311-CV
Court Abbreviation: Tex. App.