*1 admission, (Tex.1993). By his own Here, the trial court based a monitor- poured diesel fuel down bad faith and Marshall appellants’ dismissal on the he discloses discovery 1993. Until comply ing order. well on June refusal to with may poured preclude presenta much diesel fuel he so severe as to how Sanctions occasions, appel- assessed tion of the merits should be the wells on other down party displayed flagrant adequate bad defense. unless a has formulate an lees cannot TransAmerican, at 919. рrivilege faith. was considered Marshall’s claim of evidence, key Tampering appel- indeed the rejected by trial court. Two evidence, litigation only during and then re the issue and re- late courts also examined fusing questions regarding that to answer the trial court’s order. fused to overturn very tampering seems to this Court be reme- The Marshalls exhausted flagrant Appellants faith. definition of bad dies, defy trial court. continued to but depo present were ordered to themselves for nothing short of Marshalls’ сonduct is The date, specific yet they refused to sition extraordinary, of no effective and we know comply. of the cause apart sanction from dismissal have been of action that would discovery sought by appellees The cannot presented here. under the circumstances be narrowed avoid the self-incrimination points error Appellants’ first and fourth dilemma. The information so essential are overruled. very appellees’ defense is the information appellаnts divulge. To allow refuse relationship ap- Finding a direct between discovery the trial to continue without this conduct, pellants’ fraudulent their offensive unjust. privileged would be information privilege, Fifth Amendment use very appellees’ forms the basis for defense. imposed, do not find the the sanction individual, rights Neither the the dic- sanction to excessive under the facts of be public policy, nor interests of tates this case. The trial court’s order of dismissal justice by allowing appel- would be served is affirmed. proceed divulging to trial lants without they privileged. information claim is
Nothing suggests in the record that an
abatement would be effective to secure com-
pliance. apparently has The State dismissed charges
the criminal due to Mr. Marshall’s state, prosecution may
mental now be Marshalls, by limitations. The how- barred COMPANY, H.E. BUTT GROCERY ever, trial, did not indicate at and have not Appellant, suggested appeal, they will abandon privilege. We find the trial court acted discretion, appel- within its and we overrule BILOTTO, Appellee. Vinnie second, third, points of lant’s and fifth error. No. 04-94-00116-CV.
Appellants’ remaining points of trial court’s asserted fail error concern the Texas, Appeals Court before dismiss ure to “test” lesser sanctions San Antonio. sure, imposition To be the case. 10, 1996. July penalty” as a first sanction is a the “death step. Generally, drastic lesser sanctions Rehearing Aug. Overruled imposed. Chrysler Corp. v. must first be Blackmon, 844, 850 eases, sanctions exceptional determinative
may imposed in first instance when be clearly justified sanc
they are and no lesser compliance. Commu promote
tion will GTE Tanner, Sys. Coup.
nications *2 Shelton, Shelton, Valadez, B. Lotz
Wade & Antonio, P.C., Jefferson, San B. Wallace Crofts, Jefferson, P.C., Callaway An- & San tonio, appellant. for Mendelsohn, Poole, Speiser, Ricky Les Krause, Mendelsohn, Jackson, Madole & San Antonio, appellee. for LÓPEZ, Justice. Bilotto recovered
Vinnie (HEB) Grocery Company Butt against H.E. injuries Bilotto as a result of a suffered contends, in slip-and-fall accident. HEB point of trial court erred sole informing the effect of its by conditioning damage answers negligent. Bilotto 50% or less disagree HEB affirm the trial with and decision. court’s trial specifically HEB asserts that informing that a court erred finding in excess of percent-responsibility from preclude for Bilotto would Bilotto 1(a) Questions recovering damages. (b) requested that in the court’s Bilotto or HEB’s determine whether proximate cause of the acci- negligence was 1(a) Questions If the answer dent. to both 1(b) “yes”, jury was instructed 2(a) (b), Questions to continue parties’ respective percentages determine (SCAC), Jury in- responsibility. was further Procedure the Texas Charges, language structed: of Rule If, Question you in answer to have an- Transcripts meetings from can SCAC BILOTTO, swered “NO” for VINNIE interpreting particular be instructive *3 if, Question you 2 in answer to No. Ramirez, 836, R.K. v. rule. See 887 S.W.2d percent negli- found that 50 or less of the Christley, 755 841 Smith gence that caused the occurrence is attrib- 525, (Tex.App 528-29 S.W.2d . —Houston BILOTTO, utable to then answer VINNIE denied). 1988, excerpts Dist.] writ The [14th Otherwise, Question No. 3. do not answer regarding are an instruction on the 50% rule Question No. 3. proposed to a amend mentioned reference Question jury 3No. asked the to assess 277, allowing in ment to Rule the court to damages. Bilotto’s jury form the of the effect of its answers. part conference, Because this amendment did not become
During charge HEB ob- 277, excerpts pertinent of Rule are not jected following to the 50% bar instruction interpretation Question of the Rule its current argued 2. HEB that the instruction form. impermissibly jury informed the of the answer, thereby violating Grieger effect of its question The submitted to the fol- 498, (1954), Vega, 271 153 Tex. S.W.2d 85 80.01, Jury Charge Texas In- lowed Pattern and Texas Rule of Civil Procedure 277. The struction 2: objection judge. was overruled the trial If, Question_[the negli- in answer to deliberating,
While a sent note gence question], you hаve answered “No” requesting judge “clarify that the trial if, [plaintiff] Question or in answer to ifybr _ question situation at the end of 2.” The percentage question], [the causation judge responded by asking clarify you percent have answered 50 or less for question. The did not send out [plaintiff], following ques- then answer the further communication and returned a 10-2 Otherwise, tion. do not answer the follow- verdict HEB and Bilotto each 50% ing question. negligent. jury’s findings, Based on the Jury Texas, 2 Bar State Texas Pattern trial court awarding rendered Bi- Charges (1990). PJC 80.01 $135,346.73, appealed.
lotto and HEB Although we are aware that the Tex “law”,
Error
in the
is
Jury Charges
they
reviewed
as Pattern
are
under an abuse of discretion
heavily
upon by
standard. Texas are
relied
both the bench
E.B.,
ept.
See,
Buick,
D
Human Serv. v.
802
e.g.,
S.W.2d and
Inc. v.
bar.
Gunn
Rosa
(Tex.1990).
647,
rio,
628,
649
To establish reversible
(Tex.App.—San
907
632
to
An
complaining party
1995, writ);
must show that
nio
no
Westchester Fire Ins.
Lowe,
arbitrarily,
243,
the trial court
(Tex.App.
acted
unreason Co. v.
888 S.W.2d
253
ably,
guiding
1994, writ);
or
Baptist
without consideration of
—Beaumont
no
Memorial
(Tex.
Smith,
67,
principles.
Aquama
rules and
Downer v.
Hosp. Sys. v.
Inc.,
238,
Operatоrs
denied);
rine
241-42 App.
701 S.W.2d
Antonio
writ
Dion
— San
(Tex.1985),
denied,
(Tex.
Co.,
cert.
476 U.S.
106 v. Ford Motor
(1986).
denied);
S.Ct.
Co., J. 266-67 GREEN, J., Keetch, separately), (writing in- the court recommended different negligence dissenting. and ordi- structions to define both liability nary premises care in a case. DUNCAN, Justice, dissenting. only аlso able to locate one case
We were appellate court has addressed which a Texas proper applica- appeal turns This Jury Charge H.E. Butt 80.01. See appropriate standard of review for tion of the Paez, Grocery Co. v. presented error. denied). (Tex.App.-Corpus writ Christi discretion whether the trial court abuses its Paez, trial court the court held that the submitting Jury Charge instruc- a Pattern damage question condition- could submit the instruction has been held tion when similar *4 fifty ally upоn liability finding of “at least by error the Texas to be reversible (50) percent or more.” majority the trial The holds Court. trial court expressly prohibits Rule 277 the an in- has discretion to submit such court informing from the of the effect of wording the of “follow[s] struction because it 277; P. Mobil Chem. Jury Charge, answers. appropriate Pattern wide- Tex.R. Civ. (Tex.1974); Bell, 245, Co. v. 517 S.W.2d 256 ly accepted throughout the com- source However, view, at 87. Rule Grieger, 271 S.W.2d and its munity.” In our provides: dangerous 277 also only wrong but a rationale are not of review for pеrversion of the standard required any is cause which Accordingly, we dissent. charge error. among parties apportion loss to questions court shall submit a or any, inquiring percentage, if of the what Applicable of Review Law Standard causation, may case negligence or as the such “shall submit The trial court’s be, injury in occurrence or that caused the to enable proper ... as shall be instructions per- of the question is attributable each Tex.R. Civ. P. to render a verdict.” culpable. to havе been The sons found proper, to be 277. “For an instruction jury to answer court shall also instruct the (1) (2) jury; accurately state assist the must: questions or without re- (3) law; pleadings support find percentage negli- of duction because of the Shop European Crossroads’ and evidence.” causation, person gence any, if of the or Criswell, 45, Center, 910 S.W.2d ping Ltd. v. may predicate the injured. The court denied). 1995, (Tex.App writ 53 . —Dallas questions upon affir- damage question or ... Additionally, “shall not an instruction liability. findings of mative effеct of their an advise the of the given We find that the instruction swers,” “incidentally.” Tex.R. Civ. P. except prohibited by Rule 277 because the is not 498, 277; compare Grieger Vega, v. 153 Tex. loss requires apportionment of the Rule itself (1954) 85, Ball 271 87 with Cannon S.W.2d predi by percentages and allows the court Grasso, 59 S.W.2d Freight Lines v. Motor liability. of damages on a See cate 337, (Tex.Civ.App. Antonio 338-39 — San 825; Paez, v. Exce 742 S.W.2d at Sanchez cf. 482, 1933), 487 aff'd, 125 Tex. Maintenance, Bldg. lo (1935). writ). Fur no (Tex.App Antonio . —San distinguished commentators thermore, As two trial court fоllowed the word “[ujntil noted, recently, great exist confusion Jury Charge,
ing
of
for com
regarding the standard of review
throughout the le
ed
widely accepted source
Roger
therefore,
charge.”
plaints about
the court’s
community.
say,
cannot
gal
Townsend,
Review: Cor
State Standards
of the 50% bar instruc
that the submission
of
Appeal, in 6th Annual
trial
nerstone
“a clear failure
tion amounted to
Conference
of
1-9,
analyze
apply
App
the law.” See
eals
Federal
on
Stateand
1996)
(University
of Law
Walkеr,
of Texas School
at
HEB’s sole
Townsend]; see also W. Wendell
[hereinafter
point
is overruled and the
of error
Hall,
Review in Civ-
Revisiting Standards
affirmed.
of
Mary’s
Appeals,
usually applied
questions
of
il
St.
L.J.
1108 standard
law.
(1998)
(when
21;
Hall]. “This confusion was
at
Hall at 1110
[hereinafter
See Townsend
complaint
explanatory
due to the existence
different standards
is that
instruction is
aspects
charge practice,
for
weight
different
evidence
direct comment
simplistieally
which courts sometimes
fail to in violation оf Rule
standard of review is
proper procedural
novo)
limit to their
context.”
(citing City
de
Pearland v. Alexan
20;
(citing, e.g., der,
Townsend at
Hall at 1108
Ameri
E.B.,
Dept.
Human
v.
Caruth,
Serv.
can Bankers Ins. Co.
(Tex.1990) (“The
647, 649
standard
(Tex.App
434-35
no
. —Dallas
review
is abuse of discre writ)).
tion,
only
[which] occurs
when the trial court
holds, however,
majority effectively
any guiding princi
acts without reference to
that an abuse of discretion —error of law—
ples.”)).
cannot be shown when the trial court submits
Fortunately,
surrounding
the confusion
an instruction recоmmended
a Pattern
dispelled
abuse
discretion standard was
Jury Charge
disagree.
committee. We
court’s landmark decision in
Jury Charges
“The Texas Pattern
are noth
Packer,
(Tex.1992),
Walker
preme court declined the SCAC’s recommen- transcript meeting of this is unavailable. modify holdings dation to Grosso However, we know from the committee’s Grieger. meeting minutes of this thаt “Chief Justice At meeting, its November the Pope length regarding at commented pro- had SCAC before the subcommittee’s advising of the effect of its posed explained amendment to Rule 277. As comments, Following answers.” these chair, proposed the subcommittee unanimously pro- SCAC voted to delete the many significant Rule 277 would effect posed permitting amendment the court changes charge practice, to the then-current instruct the of the effect of its answers including mandated broad-form submission. proposed but to retain the amendment codi- proposed require Other amendments would i.e., fying Grieger, permitting the court to the court to inform the of the effect of predicate damages question upon affir- answers, requested, if predicate and to liability findings. mative At the conclusion of damages question upon affirmative liabil- discussion, voted to forward SCAC ity findings. Specifically, paragraph the last proposed amendments to Rule 277 proposed provided: Rule 277 supreme court. Upon request party, of either unavailability transcript Given the court shall instruct the as to the effect 7-8, meeting, March SCAC’s to interrogatories answers will have simply cannot know either the substance of to be entered in the Pope’s Chief Justice comments or the intent case. The predicate court shall also of the committee or the court with damage interrogatories upon affirmative respect particular to this amendment to Rule findings liability. 277. There is some indication that Chief During meeting, there was discussion (and Pope Grieger pre Justice believed that against proposed both favor of and these Grosso) sumably its distinction survived amendments, and, Bilotto, as indicated the 1988 amendments to Rule 277. See Jack several of the suggested committee members Lowerre, Pope & Rule William G. Revised *7 conditionally submitting that damages the Special System 277 — A Better Verdict question permit would a 51% bar instruction Texas, (1973) (revised 27 Sw. L.J. thereby and jury ensure that the not did “accepts premise Rule 277 that the the de waste its answering damages ques- time the sign special verdict is to elicit a state tion in the liability absence of affirmative jurors concerning disputed ment from fact findings. jurors’ and that the concern is not that of point during result,” At one achieving citing its November particular Grieg er). meeting, best, however, the SCAC voted to recommend the At the record is incon proposed circumstances, amendments to Rule 277. Howev- clusive. Under these we er, practice, or, after a discussion of the impute federal should not either to the SCAC the cоmmittee importantly, instead returned the matter to more to the court an study the Grieger. subcommittee for further and intent to overrule Grosso and To reason, drafting. contrary For that and because the the extent a conclusion reached was Paez, proposed Grocery remainder of the amendments— in H.E. Butt Co.v.
including
(Tex.App —Corpus
mandated broad-form submission— 824
Christi
writ de
.
unresolved,
nied),
proposed
remained
Rule 277 was
we would decline to followit.5
Paez,
jury
damages
5.
In
the trial court’s
did not condi-
was
the
tion
answer
damages question upon
question
tion
affirmative lia-
unless it found the
defendant 50%
Paez,
later,
bility findings.
negligent.
response
and responsibility instead lies Court of Texas. Accord-
ingly, point of we would sustain HEB’s er, stated, given response question,” &e court also even if the instruction tion last damages without erroneously given, was to answer error was rendered special regard any instruction, issue. to its answer other by the harmless court’s second affirming, Corpus Christi Court was not event. Id. at the error reversible Appeals did not err in stated trial court instruction; giving jury the bar howev-
