Lead Opinion
delivered the opinion of the Court,
This original mandamus action involves the overruling of a special appearance filed pursuant to Tex.R.Civ.P. 120a. Relator, the defendant in a wrongful death suit, requests this Court to direct the trial court to with
The underlying cause of action concerns a fatal helicopter crash that occurred on April 17, 1990, in Blue River, British Columbia, Canada. The helicopter was owned by relator, Canadian Helicopters Limited [“CHL”], a Canadian corporation that provides helicopter services. CHL’s principal place of business is in Canada; it is not licensed to do business in Texas and has never had an office or agent for service of process in this state. CHL had leased the helicopter to Mike Wie-gele Skiing, another Canadian corporation in the business of conducting “heli-ski” trips. The helicopter was manufactured by Bell Helicopter Textron [“Bell”] and piloted by a Canadian. The flight occurred wholly within the borders of Canada. None of the real parties in interest, plaintiffs in the underlying litigation, are Texas residents.
The plaintiffs filed a wrongful death suit against CHL and defendant Bell Helicopter Textron on August 30, 1991, in the 125th District Court of Harris County, Texas. CHL entered a special appearance pursuant to Rule 120a, contesting the personal jurisdiction of the trial court. CHL argued that the assertion of personal jurisdiction by the trial court would not comport with the requirements of due process under the United States Constitution.
CHL filed a motion for leave to file a petition for writ of mandamus in the 14th Court of Appeals in Houston, seeking relief from the April 2 order. On July 22, 1993, the court of appeals overruled the motion, and CHL subsequently filed a motion for leave to file a petition for writ of mandamus in this Court. We granted the motion and stayed proceedings in the trial court pending disposition of this petition. CHL argues that it is entitled to the relief sought because the trial court abused its discretion in overruling the special appearance and because its remedy by appeal is inadequate.
Mandamus is “an extraordinary remedy, available only in limited circumstances.” See Walker v. Packer,
We focus today on the second prong of this test, the requirement that relator lack
Although this Court has not considered the specific issue of whether appeal is an adequate remedy to address the denial of a special appearance, we have considered the issue in the context of pleas to the jurisdiction, by which objections to a court’s subject matter jurisdiction are raised. We have held that appeal is an adequate remedy to address a trial court’s denial of a plea to the jurisdiction, and therefore a writ of mandamus will not issue to correct it. See Bell Helicopter,
CHL points to our decision in United Mexican States v. Ashley,
Our holding that a challenge to personal jurisdiction may ordinarily be adequately reviewed on appeal is in line with the majority of court of appeals opinions that have considered the issue. See Hoechst Aktienggesellschaft v. Kirk,
CHL contends that it is the due process rights implicated by a special appearance that render appeal an inadequate remedy. It argues that in the context of personal jurisdiction, due process “protects the defendant against the burdens of litigating in a distant or inconvenient forum,” World-Wide Volkswagen Corp. v. Woodson,
We believe CHL reads too much into this language. In Van Cauwenberghe v. Biard,
We also note the inapplicability of our holding in Walker that “appeal will not be an adequate remedy where the party’s ability to present a viable claim or defense at trial is vitiated or severely compromised” by the trial court’s erroneous ruling. Walker,
We do not foreclose the possibility that a trial court, in denying a special appearance, may act with such disregard for guiding principles of law that the harm to the defendant becomes irreparable, exceeding mere ki-
Our approach of allowing mandamus review of special appearances only where truly extraordinary circumstances exist follows the trend in several other states. For example, the Arkansas Supreme Court recently held that a writ of prohibition
Notes
. Two of the original plaintiffs in this suit claimed to have established part-time residency in Texas subsequent to the crash. However, while this proceeding was pending before this Court, nine of the original thirteen plaintiffs settled their claims against CHL and are no longer parties to the underlying litigation, including one of the plaintiffs claiming part-time Texas residency.
. See generally Asahi Metal Indus. Co., Ltd. v. Superior Court,
. In Walker, we listed several cases applying mandamus review of discovery orders which failed to consider this requirement. See, e.g., Loftin v. Martin,
. In Walker, we disapproved of cases requiring the remedy by appeal to be “equally convenient, beneficial, and effective as mandamus.” Walker,
. In Ashley, a Texas resident and United States citizen filed suit against Mexico seeking to establish a lien by attachment on certain pre-Colum-bian artifacts claimed by Mexico but currently located on American soil. The plaintiff made no claim of title to the artifacts, but rather sought them as compensation for the expropriation of land he owned in Mexico by the Mexican government in the previous decade. Ashley,
. We approve of the reasoning of the Dallas Court of Appeals in N.H. Helicopters, Inc. v. Brown,
. The Court in Ashley stated: "Mexico brings this case as a mandamus because, in effect, its motions for special appearance were overruled by the action of the trial court. The order which overruled the special appearances cannot be appealed; therefore, it was necessary for Mexico to bring this cause as a mandamus. Carpenter Body Works, Inc. v. McCulley,
. See also Phillips Petroleum Co. v. Shutts,
. We note that Burger King, like the instant case, involved the denial of a special appearance by a trial court. Although the defendants chose to defend the suit on the merits and reassert their jurisdictional objections on appeal, the Court made no mention of the fact that they endured a full trial before the personal jurisdiction issue was finally resolved.
. Although Sorren was a criminal case, the court analyzed the adequacy of relator's appellate remedy by examining both civil and criminal case law. The court held that the fact that this was a criminal case did not alter its conclusion that relator's remedy by appeal was adequate. Sorren,
.The mere fact that a trial court's erroneous denial of a special appearance will result in an eventual reversal on appeal does not mean that the trial will be a “waste of judicial resources," as that term was used in Walker. Walker,
. The writ of prohibition is distinct from the writ of mandamus in that the former commands an inferior court not to do some act, whereas the latter commands the doing of some act. However, substantially identical principles control the use of both writs when they are invoked to correct the unlawful assumption of jurisdiction by a lower court. See 63A AmJur.2d Prohibition § 3 (1984).
. Several jurisdictions have statutes or rules providing for interlocutory review of personal jurisdiction rulings. See, e.g., Malcom v. Superior Court,
Dissenting Opinion
joined by GONZALEZ, Justice, dissenting.
The core principle of our mandamus jurisprudence is that the extraordinary writ will issue only to correct a clear abuse of discretion or to compel performance of a legal duty, and only when appeal is an inadequate remedy. Walker v. Packer,
The Court attempts the second approach, but with exceptions. One is for cases involving “the rights of children and parents in family law situations.” Ante
We do not foreclose the possibility that a trial court, in denying a special appearance, may act with such disregard for guiding principles of law that the harm to the defendant becomes irreparable, exceeding mere increased cost and delay. In such a situation, a defendant’s remedy by appeal may be inadequate and mandamus therefore appropriate.
Ante at 308.
The difficulty with the third exception is that it creates two novel notions in mandamus jurisprudence. One is that there are different degrees of abuse of discretion, clear and super-clear. A clear abuse, sufficient for mandamus relief in some cases, is not enough in the case of a denial of a special appearance; in the latter case, the abuse of discretion must be super-clear. We have never recognized such a distinction before, and the Court does not say whether it is specially created for this case or whether it may have broader application. The other new concept is that a super-clear abuse of discretion can make appeal an inadequate remedy when a merely clear abuse cannot. Ordinarily, whether there has been a clear abuse of discretion and whether there is an adequate remedy by appeal are discrete inquiries, and neither has anything to do with the other. In other words, in determining whether a party’s appellate remedy is adequate, it makes no difference that the trial court’s ruling was merely arguably wrong, or probably wrong, or even blatantly wrong. The two prerequisites for mandamus relief are logically independent and treated accordingly, except now in cases involving special appearances.
Even if clarity is not important, consistency should be. We have recently held that a party who is denied a federal right to arbitration may obtain relief by mandamus. Jack B. Anglin Co. v. Tipps,
The entire difficulty with the Court’s approach can be avoided one of two ways. The third exception, for rulings that are really clearly wrong as opposed to merely clearly wrong, could be abandoned. Following the Court’s rule, this would leave a trial court’s denial of a special appearance unreviewable except by appeal. No matter how few contacts a defendant might have with Texas, and even if there were none at all, a trial court could exercise personal jurisdiction over him until judgment was rendered. The Court is unwilling to go this far, and in my view, wisely so.
The other alternative is to hold that remedy by appeal is inadequate when a special appearance is denied and focus instead on whether the ruling involves a clear abuse of discretion, applying the same standards in determining that issue as would be applied in any other mandamus case. This approach is so plainly preferable that I cannot understand why the Court does not follow it. None of the cases from other jurisdictions which the Court cites reflect a dual standard of mandamus review, with a higher test for personal jurisdiction cases than other cases. The Court’s goal, as I perceive it, is to restrict mandamus relief for denial of a special appearance to very exceptional cases. This goal, with which I am fully sympathetic, can be fully attained by strictly applying the traditional mandamus prerequisite of a clear abuse of discretion. It is attained in this manner in the other states whose opinions the Court cites. It is not necessary to inject new and illogical distinction into mandamus law. Mandamus applications will not be discouraged any more effectively by holding that appeal is an adequate remedy except in rare cases, than by holding that no clear abuse of discretion will be found except in rare cases.
As for whether the district court clearly abused its discretion in this case, I believe it plainly did. Personal jurisdiction over a party may be established by proving either specific or general contacts between the party and the forum state. Guardian Royal Exch. Assurance, Ltd. v. English China Clays,
The district court appointed a master to hear evidence on Canadian Helicopters’ special appearance. The master found not only that Canadian Helicopters’ contacts with Texas were never continuous or systematic, but also that it attempted specifically to avoid subjecting itself to the jurisdiction of Texas courts. The district court received no evidence other than that heard by the master and made no contrary findings, but nonetheless concluded that it had personal jurisdiction over Canadian Helicopters.
The line between contacts which are continuous and systematic and those which are not is indistinct in some cases, but not this one. The master was right: there is simply no evidence here of the contacts required for general personal jurisdiction. The district court’s contrary conclusion was, I think rather plainly, a clear abuse of discretion. Indeed, I should think this case would even meet the Court’s super-clear test. Obviously, the Court does not agree, but it fails to explain its conclusion. The Court never alludes to the evidence of general jurisdiction.
If, as it appears, the Court’s principal purpose is to discourage mandamus applications, the Court would make its point very effectively, I think, by holding that even when the trial court’s denial of a special appearance is as dubious as this one, the ruling will not be disturbed except on appeal. While I share a similar purpose, I do not think it much encouraging of mandamus to hold that only in a case as clear as this one will relief be granted. Indeed, in cases turning upon disputed factual issues, mandamus would not be proper. Brady v. Fourteenth Court of Appeals,
