Melissa Maiberg Estacio De Freitas, Individually and on Behalf of the Estate of Andre Estacio De Freitas, and Carla Maria Correa Aguiar, Individually and on Behalf of the Estate of Adriano Emerim Pinna, and as Next Friend of Luiza Aguiar Pinna v. Rolls-Royce Corporation
COURT OF APPEALS
SECOND DISTRICT OF TEXAS
FORT WORTH
NO. 02-11-00195-CV
MELISSA MAIBERG ESTACIO DE APPELLANTS
FREITAS, INDIVIDUALLY AND ON AND APPELLEES
BEHALF OF THE ESTATE OF
ANDRE ESTACIO DE FREITAS,
AND CARLA MARIA CORREA
AGUIAR, INDIVIDUALLY AND ON
BEHALF OF THE ESTATE OF
ADRIANO EMERIM PINNA, AND AS
NEXT FRIEND OF LUIZA AGUIAR
PINNA, A MINOR, AND ARTHUR
AGUIAR EMERIM PINNA, A MINOR
V.
ROLLS-ROYCE CORPORATION APPELLEE
AND APPELLANT
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FROM THE 141ST DISTRICT COURT OF TARRANT COUNTY
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MEMORANDUM OPINION1
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1
See Tex. R. App. P. 47.4.
Appellants Melissa Maiberg Estacio De Freitas, individually and on behalf of
the Estate of Andre Estacio De Freitas (Maiberg) and Carla Maria Correa Aguiar,
individually and on behalf of the Estate of Adriano Emerim Pinna, and as next friend
of Luiza Aguiar Pinna, a minor, and Arthur Aguiar Emerim Pinna, a minor (Aguiar)
(collectively the Heirs) appeal from the trial court’s take-nothing judgment following a
jury trial on their claims against Appellee Rolls-Royce Corporation.2 In one issue,
they argue that the trial court erred by not applying the “most significant relationship
test” and by consequently applying the wrong law to the issue of liability. Because
the Heirs voluntarily dropped their claims to which they assert Brazilian law applies,
we affirm.
Background
In 1985, the Brazilian navy purchased a helicopter engine that had been
designed by the Detroit Diesel Allison Division of General Motors and tested,
manufactured, and distributed by the Allison Gas Turbine Division of General
Motors. In 2005, this engine was in use in a Bell helicopter that was owned and
operated by the Brazilian navy. The engine’s compressor had been sold by the
Allison Gas Turbine Division in 1973, and the helicopter’s compressor wheel had
had been sold and delivered by that division in 1987. On June 27, 2005, Adriano
2
Rolls-Royce filed a notice of appeal, intending to assert a conditional cross-
point. In its brief, however, Rolls-Royce stated that it had decided not to pursue its
conditional cross-point.
2
Emerim Pinna and Andre Estacio De Freitas, both citizens of Brazil, were killed in a
crash while piloting the helicopter in Brazil.
In June 2007, Pinna’s heirs (represented by Aguiar) and Freitas’s heirs
(represented by Maiberg) filed suit in Tarrant County against Bell Helicopter Textron
Inc. (Bell). They originally filed two separate suits, but the suits were consolidated.
The Heirs also sued Rolls-Royce Corporation, which in 1995 had acquired the
stock of the company that had bought the Allison Gas Turbine Division from General
Motors. The Heirs alleged that venue was proper in Tarrant County because Bell
maintains its principal place of business there. Rolls-Royce is a Delaware
corporation that maintains its principal place of business in Indianapolis, Indiana.
The Heirs alleged claims of (1) strict liability based on design defect; (2) negligence
in the “marketing, testing, assembling, inspection, distribution, design and/or
manufacture of the helicopter and its engine and component parts”; and (3)
negligence “in failing to warn [Freitas] and others of the dangers posed by the
defective product.”
Rolls-Royce filed a motion to dismiss for forum non conveniens. In the
motion, Rolls-Royce argued that “[v]irtually all of the evidence in this case lies in
Brazil,” that Tarrant County “has absolutely no connection to [the Heirs] or any event
that led to this litigation,” and that “public interest factors also strongly support
dismissal.” Rolls-Royce asserted as a factor favoring dismissal that the trial court
had an interest in avoiding choice of law issues regarding liability, negligence law,
product liability law, and damages.
3
In response, the Heirs argued among other things that Bell would not consent
to suit in Brazil, that “United States law will likely govern [the Heirs’] claims,” and that
“United States state law will certainly apply to [the Heirs’] tort claims.”
The trial court denied Rolls-Royce’s motion to dismiss. In July 2009, the Heirs
filed a notice of nonsuit on their claims against Bell, and, accordingly, the trial court
dismissed the claims against Bell.
In March 2010, Rolls-Royce filed a combined traditional and no-evidence
motion for summary judgment. Among other grounds, Rolls-Royce asserted that the
statute of repose—the federal General Aviation Revitalization Act of 19943—barred
the Heirs’ claims and that under Texas law, Rolls-Royce had no duty to warn of any
dangers posed by the engine because it did not design, manufacture, market, or sell
the engine, compressor, or compressor wheel. Rolls-Royce also asserted that there
was no evidence of most of the elements of a strict liability claim for defective
design.
The Heirs filed a response, as well as a Notice of Intent to Raise Issue
Concerning Brazilian Law, in which they stated that “Brazilian law applies to all
issues raised in this case.” On April 15, 2010, the trial court granted summary
judgment for Rolls-Royce and ordered that the Heirs take nothing. But on May 13,
2010, the trial court vacated that order.
3
49 U.S.C.A. § 40101, Note, § 2 (West 2007).
4
On June 9, 2010, the trial court held a hearing on the summary judgment
motion and to determine what forum’s law would be applicable. After hearing
argument, the trial court decided that Texas law would apply. The court then heard
the parties’ arguments regarding summary judgment. The trial court indicated that
none of the Heirs’ asserted causes of action were viable. The Heirs argued that
they had viable claims for negligent instruction and negligent undertaking but
conceded that those claims were not in their pleadings.
The trial court stated that it would grant the summary judgment, and the Heirs
asked “for leave to amend the petition to assert the negligence that we have been
talking about.” The trial court gave permission for the Heirs “to file a motion to
reconsider along with the petition.” The trial court signed an order that day granting
summary judgment for Rolls-Royce.
On July 8, 2010, the Heirs filed a motion for new trial or for reconsideration,
asking the trial court to reconsider its order “in its totality.” The motion asked the
trial court to allow the Heirs to more specifically plead their negligence and negligent
undertaking claims. The Heirs also argued once more that Brazilian law applied to
the case and that therefore the summary judgment should not stand.
Maiberg filed a motion for leave to amend her petition on the same date. This
motion stated that at the June 9 hearing, the trial court “appeared specially
concerned with [Maiberg’s] failure to have more explicitly pled her general
negligence and negligent undertaking claims,” and, accordingly, Maiberg requested
that she be allowed to “cure the alleged pleading deficiencies by amendment.”
5
In the attached amended petition, Maiberg asserted that (1) “[u]nder Brazilian
law or any other applicable law,” Rolls-Royce was negligent in its failure to issue
proper instructions regarding the use of un-coated compressor wheels; (2) Rolls-
Royce had negligently undertaken providing its customers and operators with proper
service bulletins, manuals, and guidelines; and (3) maintenance instructions put out
by Rolls-Royce were inadequate. [Emphasis added.] Aguiar’s proposed amended
petition asserted identical claims.
In August, 2010, the trial court held a hearing on the Heirs’ motion for new
trial. The Heirs argued that the trial court had granted the summary judgment on
defective pleadings, and they asked the trial court
to set aside the summary judgment to allow repleading, and then if
Rolls-Royce then—if the Court is still inclined to, on the choice of law
decision, to apply Texas law, then we all know that. If the Court wants
to revisit that issue, then we can revisit it, and then allow repleading
and then a summary judgment.
In its argument, Rolls-Royce argued that the summary judgment had not been
granted based on defective pleadings and that the Heirs should not be allowed to
replead to assert two new causes of action. After hearing the parties’ arguments,
the trial court signed an order granting the Heirs a new trial. The order did not
specify the trial court’s reason for granting the new trial.
On September 9, 2010, Maiberg filed another motion for leave to amend her
petition. Whereas in her prior motion she had stated the need to cure pleading
deficiencies as the reason for the requested amendment, this time she asserted that
she wanted to amend in order to “properly reflect the Court’s ruling” that Texas law
6
governed the claims. Aguiar filed a similar motion on the same date, giving the
same reasoning. The trial court granted the motions on November 24, 2010. In the
amended pleadings, the Heirs no longer included a claim for product liability.
The case proceeded to jury trial. The Heirs submitted a proposed jury charge
“under Brazilian law.” The charge included a general negligence question and
questions on defective design and defective marketing. At the charge conference,
the Heirs told the trial court that they had submitted the charge “understanding the
Court’s rulings, just to preserve the issue.”
The charge submitted by the trial court included a negligence question but did
not include a design or marketing defect question. The jury found that the Brazilian
navy was negligent and that Rolls-Royce was not negligent. The trial court signed a
judgment that ordered that the Heirs take nothing. The Heirs now appeal.
Analysis
The Heirs bring one issue on appeal. In three subparts, they ask whether the
trial court erred by failing to apply the “most significant relationship test” in making a
choice-of-law determination, whether any such error resulted in the application of
the wrong jurisdiction’s law to the dispositive issue of liability, and whether the
application of the wrong law probably resulted in the rendition of an improper
judgment. They argue that because the trial court erred by not applying the “most
significant relationship test,” the court erroneously applied Texas law to the issue of
liability and that the jury therefore “was deprived of proper instruction on Brazilian
7
products liability law, which holds a successor corporation strictly liable for defective
products manufactured by a company that the successor corporation owns.”
Rolls-Royce points out that the Heirs voluntarily dropped their product liability
claims months before trial, and consequently, any conflict between Texas and
Brazilian law regarding product liability claims became immaterial to the judgment.
Rolls-Royce is correct that prior to trial, the Heirs amended their pleadings and
dropped the product liability claims. Rule 278 of the rules of civil procedure requires
the trial court to submit to the jury the questions, instructions, and definitions that are
raised by the written pleadings.4 Similarly, rule 301 of the rules of civil procedure
requires the trial court’s judgment to conform to the pleadings.5 At the time of trial,
the Heirs’ pleadings no longer included the claims to which they say the trial court
erroneously applied Texas law. Under rule 278, the trial court could not submit a
jury question on the omitted claims,6 and under rule 301, the trial court could not
render a judgment on the omitted claims.7
4
Tex. R. Civ. P. 278.
5
Tex. R. Civ. P. 301; see also Cunningham v. Parkdale Bank, 660 S.W.2d
810, 813 (Tex. 1983) (stating that “a judgment must be supported by the pleadings
and, if not so supported, it is erroneous”).
6
See Tex. R. Civ. P. 278; Harris Cnty. v. Smith, 96 S.W.3d 230, 236 (Tex.
2002) (“[T]he trial court’s duty is to submit only those questions, instructions, and
definitions raised by the pleadings and the evidence.”); Crowson v. Bowen, 320
S.W.3d 486, 488–89 (Tex. App.—Fort Worth 2010, no pet.) (holding that the trial
court abused its discretion by submitting a jury question that was neither supported
by the pleadings nor tried by consent).
7
See Tex. R. Civ. P. 301; Cunningham, 660 S.W.2d at 813.
8
The Heirs argue in their reply brief that although they amended their petitions
to drop the claims, they did so solely because the trial court granted their motion for
new trial “only for the limited purpose of repleading their claims as those sounding in
negligent undertaking as opposed to strict product liability.” But the Heirs do not
direct us to any place in the record showing that the trial court only allowed them to
amend their pleadings in order to drop the product liability claims,8 and we have not
found any such order by the trial court. To the contrary, at the conclusion of the
choice of law and summary judgment hearing, when the Heirs asked for leave to
amend their petition to assert “the negligence that we have been talking about,” the
trial court told the Heirs’ attorney, “if you want to file a motion to reconsider along
with the petition, you can do that.” [Emphasis added.]
The Heirs then filed a motion for new trial or for reconsideration, asking the
trial court to reconsider its order “in its totality” and arguing once more that Brazilian
law applied to the case. And at the hearing on the motion for new trial, the Heirs’
attorney mentioned to the trial court that if the court wanted to “revisit [the choice of
law] issue, then we can revisit it, and then allow repleading.” The trial court granted
8
See Tex. R. App. P. 38.1(i); Akin v. Santa Clara Land Company, Ltd., 34
S.W.3d 334, 339 (Tex. App.—San Antonio 2000, pet. denied) (overruling Akin’s
argument that the trial court erred by granting partial summary judgment on her
DTPA and negligence claims and holding that “[b]y amending her pleading and
eliminating the DTPA and negligence references, Akin abandoned those claims” and
therefore waived any error regarding those claims); see also Ward v. ACS State &
Local Solutions, Inc., 328 S.W.3d 648, 653 (Tex. App.—Dallas 2010, no pet.)
(holding that when Ward abandoned her finance code claim in the trial court, she
waived any right to complain about that claim on appeal).
9
the motion for new trial without limitation.9 This action by the trial court put the case
back in the same position it had been in before the court granted summary judgment
based on the application of Texas law.10
As we stated, from our review of the record, we have not found any indication
that the trial court ordered the Heirs to drop their claims or that the Heirs alerted the
trial court to their objection to dropping the claims to which they asserted Brazilian
law should apply. Nothing that the Heirs have pointed out or that we have found in
the record indicates that the decision to amend their pleadings in order to “properly
reflect the Court’s ruling” about the application of Texas law was anything but
voluntary. And although the Heirs later submitted a proposed jury charge including
the claims under Brazilian law, they had not amended their pleadings to include any
such claims, nor had they introduced evidence on those claims. The trial court
consequently could not have included the claims in the charge even if it had wanted
to.11 Accordingly, we hold that the trial court did not err by not applying Brazilian law
9
Cf. Hall v. Stephenson, 919 S.W.2d 454, 461 (Tex. App.—Fort Worth 1996,
writ denied) (noting that the trial court had granted the appellant’s motion for new
trial “on certain limited questions”); Primrose Operating Co., Inc. v. Senn, 161
S.W.3d 258, 260 (Tex. App.—Eastland 2005, pet. denied) (noting that the trial court
granted a motion for new trial only as to one issue).
10
See Wilkins v. Methodist Health Care Sys., 160 S.W.3d 559, 563 (Tex.
2005) (stating that “when the trial court grants a motion for new trial, the court
essentially wipes the slate clean and starts over”).
11
See Tex. R. Civ. P. 278.
10
or by not including an instruction on Brazilian law in the jury charge. We therefore
overrule the Heirs’ sole issue.12
Having overruled the Heirs’ sole issue, we affirm the trial court’s judgment.
LEE ANN DAUPHINOT
JUSTICE
PANEL: DAUPHINOT, GARDNER, and WALKER, JJ.
DELIVERED: July 12, 2012
12
See Ward, 328 S.W.3d at 653; Akin,34 S.W.3d at 339.
11