ACCEPTED
12-15-00206-CV
TWELFTH COURT OF APPEALS
TYLER, TEXAS
8/20/2015 5:40:38 PM
CATHY LUSK
CLERK
No._____________________________
FILED IN
12th COURT OF APPEALS
TYLER, TEXAS
In the 8/20/2015 5:40:38 PM
CATHY S. LUSK
Clerk
Twelfth Court of Appeals
In re Wendell Reeder
Mandamus Record
Marisa M. Schouten
Bar I.D. No. 24039163
John F. (Jack) Walker, III
Bar I.D. No. 00785167
Martin Walker, P.C.
The Arcadia Theater
121 N. Spring Street
Tyler, Texas 75702
(903) 526-1600 Telephone
(903) 595-0796 Telefax
Attorney for Relator,
Wendell Reeder
In the
Twelfth Court of Appeals
In re Wendell Reeder
Affidavit
STATE OF TEXAS §
COUNTY OF SMITH §
BEFORE ME,the undersigned notary public, on this day personally appeared
Marisa Schouten, who being duly sworn by me on her oath deposed and said:
(1)she is one of the attorneys for relator in the above entitled and numbered cause and is
one of relator's counsel in the underlying cause (No. 2015-184, J. Bennett White, P.C. v.
Wendell Reeder, in the District Court of Wood County, Texas);
(2)she has personal knowledge ofthe documents prepared, issued, filed, and/or served in
the underlying cause;
(3)she has reviewed all volumes of the mandamus Record; and
(4)each document contained in these volumes is a true and correct copy of a document
prepared, issued, filed, and/or served in the underlying cause.
Marisa c n
SUBSCRIBED AND SWORN TO BEFORE ME on this the 20~' day of August, 2015,to
certify which witness my hand and official seal.
~~"~^'` BARBARA GORMAN ~ ~ ~
*• '= MY COMMISSION EXPIRES (:v~-w
':~~'
'~-~;~~'~ '4"9ost2~ 2019 Notary Public in and for the State of
Texas
Mandamus Record Index
Volume 1 Page
Docket Sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Court’s Order Granting Motion to Disqualify J. Keith Mayo and Mayo, Mendolia and Vice,
L.L.P. as Attorneys for Defendant, Wendell Reeder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
(Signed 7/14/15)
Plaintiff’s Original Petition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
(filed April 14, 2015)
Defendant Wendell Reeder’s Original Answer and General Denial . . . . . . . . . . . . . . . . 10
(filed June 1, 2015)
Motion to Disqualify J. Keith Mayo and Mayo Mendolia and Vice, L.L.P.
as attorneys for defendant, Wendell Reeder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
(filed June 11, 2015)
Notice of Hearing on Motion to Disqualify for June 23, 2015 . . . . . . . . . . . . . . . . . . . . 16
(filed June 16, 2015)
Plaintiff’s Motion for Summary Judgment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
(filed June 19, 2015)
Defendant Wendell Reeder’s Response and Brief in Support to Plaintiff’s Motion to
Disqualify . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
(filed June 22, 2015)
Notice of Appearance as Counsel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
(filed July 23, 2015)
Motion for Continuance of Summary Judgment Hearing . . . . . . . . . . . . . . . . . . . . . . . . 95
(filed July 23, 2015)
Letter Notice of Hearing on Plaintiff’s Motion for Summary Judgment, set for August 25,
2015 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
(filed August 4, 2015)
Request for Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
(filed August 6, 2015)
Notice of Hearing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
(filed August 6, 2015)
Response to Motion for Summary Judgment, Subject to Motion for Continuance of Summary
Judgment Hearing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
(filed August 18, 2015)
First Amended Answer with Affidavit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
(filed August 18, 2015)
Transcript of June 11, 2015 Hearing on Motion to Disqualify . . . . . . . . . . . . . . . . . . . . . . . 122
CIVIL DOCKET CASENo.c;}OIS- f ~~
}AM #160036 - BUSINESS INK. CO
Kind of Action DATE OF FILING.
NUMBER OF CASE NAMES OF PARTIES ATIORNEYS and Party Demanding Jury Mo. Day Year
0 I cf
vs.
FEE BOOK
Vol. Page ~ Paid By
Oft. Jury No.
DATE OF ORDERS Was MINUTE BOOK
ORDERS OF COURT PROCESS
Month I Day 1 Year Vol. I Page
1
~~ ~7 1;--
1· -- -- r--------,--------- - -----
0001
I
i
CAUSE NO. 2015-184
J. BENNETT WHITE, P.C. § IN THE 402nd DISTRICT COURT
§
vs. § IN AND FOR
§
WENDELL REEDER § WOOD COUNTY, TEXAS
ORDER GRANTING MOTION TO DISQUALIFY J. KEITH MA YO AND
MA YO MENDOLIA & VICE, L.L.P.
AS ATTORNEYS FOR DEFENDANT WENDELL REEDER
On June 23, 2015, came to be considered Plaintiffs Motion to Disqualify J. Keith Mayo
and Mayo Mendolia & Vice, L.L.P. as Attorneys for Defendant Wendell Reeder. Plaintiff
appeared through counsel of record, J. Bennett White. Defendant appeared through counsel of
record, J. Keith Mayo.
The Court, having considered the pleadings on file and the evidence and argument
presented, is of the opinion that a conflict exists sufficient to disqualify J. Keith Mayo and Mayo
Mendolia & Vice, L.L.P. as attorneys for Defendant Wendell Reeder. Therefore, the Court finds
that Plaintiffs motion should be Granted.
IT IS THE ORDER OF THE COURT that J. Keith Mayo and Mayo Mendolia & Vice,
L.L.P shall have until July 23, 2015 to withdrawal from this matter as attorneys for Defendant.
Should J. Keith Mayo and Mayo Mendolia & Vice, L.L.P fail to withdrawal by July 23, 2015
S!GNEDTHISDAY ¥/:D DELIVERED on this the 16th day of.lune. 2015.
·~
. COURT COORDINATOR
XC:
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EXHIBI'T 6
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0081
CAUSE N0.2015-184
J. BENNETT WHITE, P.C. § IN THE DISTRICT COURT
§
vs. § IN AND FOR
§
WENDELL REEDER § WOOD COUNTY, TEXAS
DEFENDANT WENDELL REEDER'S RESPONSE AND BRIEF IN SUPPORT TO
PLAINTIFF' MOTION TO DISQUALIFY
TO THE HONORABLE JUDGE OF SAID COURT:
COMES NOW, WENDELL REEDER, Defendant in the above-entitled and numbered cause,
and files this his Response to Plaintiffs Motion to Disqualify and Brief in Support, and in support
of such Response would respectfully show unto the Court as follows:
I.
Background
Plaintiff filed suit against his former client, Wendell Reeder, alleging that the Mr. Reeder
failed to pay all of the legal fees incurred by Plaintiff on behalf of Mr. Reeder in the course of
Plaintiffs representation of Mr. Reeder. During a portion of the time that Plaintiff represented Mr.
Reeder, a legal assistant named Jennifer Smith worked for Plaintiff.
On April 14, 2015, Mr. Reeder retained the undersigned counsel to represent him
individually, as well as in a number of other business and litigation related matters. The majority
of these matters were previously handled by Plaintiffs firm. On the same day as the undersigned
counsel was retained by Mr. Reeder, Plaintiff filed this suit suing Mr. Reeder for alleged unpaid legal
fees.
DEFENDANT WENDELL REED ER'S RESPONSE
AND BRIEF IN SUPPORT TO PLAINTIFF'S MOTION TO DISQUALIFY PAGEl
0082
Prior to being retained by Mr. Reeder, the undersigned counsel was contacted by Ms. Smith
who inquired about a position with the undersigned's law office. 1 Ms. Smith was re-hired by Mayo
Mendolia & Vice, LLP on April 16, 2015.
Prior to the retention of Mr. Reeder as a client, there were other cases in which both the law
office of Mayo Mendolia & Vice, LLP and Plaintiff were involved. Therefore, when Ms. Smith was
re-hired by Mayo Mendolia & Vice, LLP, the undersigned counsel had already contemplated the
segregation of Ms. Smith from these files as a matter of precaution. At the time of Ms. Smith's re-
hire, all cases in which Mayo Mendolia & Vice, LLP were involved in any capacity with Plaintiffs
office were disclosed to Ms. Smith. Instruction was issued by the undersigned counsel to Ms. Smith
and all firm personnel that Ms. Smith was to field no calls associated with these files, was not to
access these files via the firm server or by viewing the hard files, and was not to discuss these files,
even in casual conversation, with any firm employee or partner until further notice from the
undersigned counsel. All of these files were assigned to another legal assistant in the office and the
hard files were placed in a segregated office from Ms. Smith's office.
Since the commencement of Ms. Smith's employment with this office, the utmost care has
been taken to segregate Ms. Smith from any file in which she may have had prior involvement. To
date, Ms. Smith has remained completely isolated from any file where representation, at some point,
may have been by Plaintiffs office. This statement is particularly true in relation to the files,
including this one, associated with Mr. Reeder.
1
Ms. Smith had previously worked for Mayo Mendolia & Vice, LLP, and formerly for
Mayo Mendolia & Stan-, LLP, from 2008 until March 2012.
DEFENDANT WENDELL REEDER'S RESPONSE
AND BRIEF IN SUPPORT TO PLAINTIFF'S MOTION TO DISQUALIFY PAGE2
0083
Evidence in Support of Response
1. Affidavit of J. Keith Mayo- attached hereto as Exhibit "A" and incorporated herein by
reference.
11.
Argument and Authorities
The Texas Rules of Professional Conduct were made and incorporated so that attorneys in
the state of Texas would not act unprofessionally and unethically when representing the interests of
their clients or in any situation where a lack of ethics will have negative effects on an involved party.
This is not one of those cases. Ms. Smith has not done any work on the Bennett v. Reeder case since
beginning work at the Mayo, Mendolia & Vice, nor has she divulged any confidential information
about the case to anyone at the firm. Since the Defendant's attorney properly screened Ms. Smith and
made sure she did not divulge any information concerning this action, the Court should not grant the
Plaintiffs motion to disqualify and allow the Defendant' s attorney to participate in this trial.
I. Ms. Smith was properly screened about the matter before any
work was done on the case.
In America, federal antitrust laws give prospective employees the right to solicit their own
employment and choose from any job offer that is presented to them. Spectrum Sports, Inc. v.
McQuillan, 506 U.S. 447 (1993). Disqualifying the Defendant's Attorney simply because he hired
an employee, an employee with a sterling reputation in the legal industry, would not only be a
miscarriage of justice, but would violate Section II of the Sherman Antitrust Act. It is not
unreasonable to believe that attorneys in the Tyler, Texas area, where Ms. Smith lives, would be
regular opponents in Court so this disqualification effectively bars Ms. Smith from working as a
paralegal anywhere in the area she lives. This cannot be the intent of the Texas Rules of Professional
DEFENDANT WENDELL REEDER'S RESPONSE
AND BRIEF IN SUPPORT TO PLAINTIFF'S MOTION TO DISQUALIFY PAGE3
0084
Conduct pertaining to disqualification. The Texas Supreme Court agrees. Because a potential
employer would be less inclined to hire paralegals due to the threat of disqualification, the Court held
that any restrictions on the non-lawyer should be held to the minimum necessary to protect
confidentiality. Phoenix Founders, Inc. v. Marshall, 87 S. W.2d 831, 835 (1994).
The court held that a non-lawyer employee must be cautioned not to disclose any information
relating to the representation of a client of the former employer and should also be instructed to not
work on any matter on which the employee worked during the prior employment. Phoenix Founders,
87 S.W.2d 831, 835. In this case, the Defendant's attorney instructed Ms. Smith not to disclose any
information or to work on any matter that she worked on as a member of the Plaintiffs firm. Not
only has Ms. Smith not disclosed any information, but she hasn't been anywhere near any of the
work done on aforementioned matters.
The Court also calls for "other reasonable steps" to be made to ensure that no information
is leaked. Id. When this case was brought to the Defendant's attorney's firm, Ms. Smith was
completely segregated from all the work. The files were made unavailable for her access. The
physical files were moved to a segregated ofiice and Ms. Smith was again instructed not to access
those files. Furthermore, staff was instructed to isolate Ms. Smith from any phone calls related to
these cases and this case in particular.
The distinct possibility of Ms. Smith using this information is not enough to disqualify the
Defendant's attorney. The Defendant's attorney took the necessary steps to ensure that Ms. Smith
would not divulge any information at all concerning her work on these files while employed by
Plaintiff. Defendant should be allowed to participate in this case and vigorously defend his client.
Our State's highest court made this ruling because it did not want to create a chilling effect on the
DEFENDANT WENDELL REEDER'S RESPONSE
AND BRIEF IN SUPPORT TO PLAINTIFF'S MOTION TO DISQUALIFY PAGE4
0085
employment of capable paralegals when the risk of divulging confidential or competing information
has been duly controlled by measured steps.
II. Ms. Smith does not present a genuine threat of disclosure of the information.
The Texas Rules of Professional Conduct do not allow a lawyer who has previously
represented a client to use information that would create a disadvantage for the former client. Tex.
R. Prof. Conduct l .09(a)(3). These same rules apply to legal assistants and clerks under direct
supervision of partners in law firms as well. Texas. R. Prof. Conduct 5.03(b)(l). In Texas, the
burden of proof is on the movant to disqualify opposing council by establishing, by a preponderance
of the evidence, that the matter in question is substantially related to matters previously worked on
by the attorney or legal assistant, that there is a genuine threat of disclosure, and [the movant] must
have factual evidence to support this. Home fns . Co. v. Marsh, 790 S.W.2d 749, 753 (1990). Neither
party disputes the fact that Ms. Smith worked directly on this case. In fact, Ms. Smith was one of
three legal assistants employed by the Plaintiff with access to confidential information about this
case. Ms. Smith has taken on a full caseload at the Defendant's attorney's firm and has been
occupied with other, unrelated work since taking the job. The Defendant's attorney has two [other]
legal assistants and a clerk working on the matter at hand and they have been instructed not to speak
about the matter to Ms. Smith. Ms. Smith has been otherwise occupied the entire time she has been
employed by the Defendant's attorney and has not assisted any employee or member of the firm in
handling this case, thus she is not a legitimate threat to divulge information.
Unless opposing council can submit evidence that proves Ms. Smith is a threat to divulge
confidential information, it is not proper for the Defendant' s Attorney to excuse himself from
DEFENDANT WENDELL REEDER'S RESPONSE
AND BRIEF IN SUPPORT TO PLAINTIFF'S MOTION TO DISQUALIFY PAGES
0086
working on this case. Defendant respectfully requests that the Court DENY Plaintiffs request for
these reasons.
III. Ms. Smith has not spoken of or worked on any matter related to her employment by
the Plaintiff.
Now, the court must question whether the proper effect of screening has occurred.
"Ordinarily, disqualification is not required as long as the practical effect of formal screening has
been achieved." Jn Re Complex Asbestos Litigation, 232 Cal.App.3d 572, 596. The challenged
attorney must show that the employee in question has not and will not disclose any of the relevant
information. Asbestos, 232 Cal.App.3d 572, 596.
Since leaving the Plaintiffs firm, Ms. Smith has not worked on or spoken of any matter that
she worked on during her time as an employee of the Plaintiff. As a dedicated employee, Ms. Smith
understands the importance of a client's right to privilege and that leaking any information related
to this matter would be unethical. Despite her vigorous screening and all the extreme measures taken
to create a Chinese Wall, if Ms. Smith were to leak information, the Defendant's attorney would
have no choice but to disqualify himself. id
Ms. Smith was specifically told not to work the case and or look over the files. She did not
say a word about the case to anyone at the firm. When the Defondant's attorney screened Ms. Smith,
he became aware of her knowledge of this case and took the proper steps to make sure she would
not volunteer any confidential information. Despite the fact that she has complete knowledge of the
case, Ms. Smith has not broken privileged with her former employer. The legal assistants and clerk
DEFENDANT WENDELL REED ER'S RESPONSE
AND BRIEF IN SUPPORT TO PLAINTIFF'S MOTION TO lJISQUt\LIFY PAGE6
0087
working on the case were also instructed not to speak with Ms. Smith under any circumstances about
the case.
Conclusion
Because Ms. Smith has been properly screened and has not worked on or divulged any
confidential information concerning the matter at hand, the Defendant's attorney should not be
disqualified from working on this case. None of the actions taken by Mayo, Mendolia & Vice, LLP
violate the Texas Rules of Professional Conduct with respect to conflicts of interest. Disqualifying
the Defendant's attorney would not only severely inhibit the Defendant's case, but would violate
federal antitrust laws and keep Ms. Smith from effecti vcly providing for her family because no firms
in the Tyler, Texas area who have any working relationship wiLh the Plaintiff would hire her. Ms.
Smith was told not to work on the case and has not worked on the case. Since none of Ms. Smith's
actions while working for the Defendant's attorney endangers the Plaintiffs right to confidence, the
Defendant therefore requests that the Court deny his motion for disqualification of the Defendant's
attorney, and requests such other and further relief as to which Defendant may show himself justly
entitled.
Respectfully submitted,
MAYO MENDOLIA & VICE, L.L.P.
I I 0 N. College Ave., Ste. 101
Tyler, Texas 75702
903-747-3422
903-74 7-3436 fax
By: Isl .!. Keith Mayo
J. KEITH MAYO
State Bar No.: 00794251
ATTORNEY FOR DEFENDANT
DEFENDANT WENDELL REED ER'S RESPONSE
AND BRIEF IN SUPPORT TO PLAINTIFF'S MOTION TO DISQUALIFY PAGE7
0088
CERTU'ICATE OF SERVICE
I hereby certify that a true and correct copy of the foregoing instrument has been delivered
in the manner stated below to all parties or their attorneys in this cause on the 22nd day of June,
2015.
Via Fax 903-597-4330
J. Bennett White
PO Box 6250
Tyler, Tx 75711
903-597-4300
Isl.!. Keith Mavo
J. KEITH MA YO
DEFENDANT WENDELL REED ER'S RESPONSE
AND BRIEF IN SUPPORT TO PLAINTIFF'S MOTION TO DISQUALIFY PAGES
0089
EXHIB T ''A''
0090
AFFIDAVIT OF ,J. KEITH MAYO
STATE OF TEXAS §
§
§
COUNTY OF SMITH §
Before me, the undersigned notary, on this day personally appeared J. Keith Mayo whose
identity is known to me. After making his oath, he said:
"My name is J. Keith Mayo. I am more than 21 years of age and am of sound mind and
capable of making this Affidavit. I have not been convicted of a felony or a crime involving
moral turpitude and I have personal knowledge of the facts set forth in this Affidavit and each
are true and correct."
"On April 14, 2015, Mr. Reeder retained the undersigned counsel to represent him
individually, as well as in a number of other business and litigation related matters. The
majority of these matters were previously handled by Plaintiffs firm. On the same day as the
undersigned counsel was retained by Mr. Reeder, Plaintiff filed this suit suing Mr. Reeder for
alleged unpaid legal fees."
"Prior to being retained by Mr. Reeder, the undersigned counsel was contacted by Ms.
Smith who inquired about a position with the undersigned's law office.I Ms. Smith was re-hired
by Mayo Mendolia & Vice, LLP on April 16, 2015."
"Prior to the retention of Mr. Reeder as a client, there were other cases in which both the
law office of Mayo Mendolia & Vice, LLP and Plaintiff were involved. Therefore, when Ms.
Smith was re-hired by Mayo Mendolia & Vice, LLP, the undersigned counsel had already
contemplated the segregation of Ms. Smith from these files as a matter of precaution. At the
1
Ms. Smith had previously worked for Mayo Mendolia & Vice, LLP, and formerly for
Mayo Mendolia & Starr, LLP, from 2008 until March 2012.
AFFIDAVIT OF J. KEITH MA YO - Page I of 2
0091
time of Ms. Smith's re-hire, all cases in which Mayo Mendolia & Vice, LLP were involved in
any capacity with Plaintiffs office were disclosed to Ms. Smith. Instruction was issued by the
undersigned counsel to Ms. Smith and all firm personnel that Ms. Smith was to field no calls
associated with these files, was not to access these files via the firm server or by viewing the
hard files, and was not to discuss these files, even in casual conversation, with any firm
employee or partner until further notice from the undersigned counsel. All of these files were
assigned to another legal assistant in the office and the hard files were placed in a segregated
office from Ms. Smith's office."
"Since the commencement of Ms. Smith's employment with this office, the utmost care
has been taken to segregate Ms. Smith from any file in which she may have had prior
involvement. To date, Ms. Smith has remained completely isolated from any file where
representation, at some point, may have been by Plaintiffs office. This statement is particularly
true in relation to the files, including this one, associated with Mr. Reeder."
"Further Affiant Sayeth Not"
Dated this ~ day of June, 2015.
AFFIANT:
SUBSCRIBED AND SWORN TO BEFORE ME on this :;))_ day of June, 2015, to
certify which witness my hand and official seal.
CODI NICOLE FOSTER
My CommlH ion E11plrt1
(}Q:N·1(~
April 28, 2019
NOTARY PUBLIC, STATE OF TEXAS
AFFIDAVIT OF J. KEITH MA YO - Page 2 of 2
0092
Filed:7/23/2015 3:04:50 PM
Jenica Turner, District Clerk
Wood County, Texas
Reviewed By:Jennifer Mosher
CAUSE NO. 2015-184
J. BENNETT WHITE, P.C., § IN THE DISTRICT COURT
Plaintiff, §
§
V. § INAND FOR
§
§
WENDELL REEDER, §
Defendant. § WOOD COUNTY, TEXAS
NOTICE OF APPEARANCE AS COUNSEL
TO THE HONORABLE JUDGE OF SAID COURT:
COME NOW, Jack Walker of Martin Walker, P.C., and hereby files this Notice of
Appearance as Counsel for Defendant, WENDELL REEDER, in the referenced civil action. The
undersigned respectfully requests to be added as an attorney to be noticed so that he may receive
copies of all filing in this cause.
Respectfully submitted,
The Arcadia Theater
121 N. Spring Avenue
Tyler, Texas 75702
(903) 526-1600 Telephone
(903) 595-0796 Telefax
jwalker@martinwalkerlaw.com
BY: /s/ John F. (Jack) Walker, III
JOHN F. (JACK) WALKER, III
Bar No. 00785167
ATTORNEY FOR DEFENDANT
0093
CERTIFICATE OF SERVICE
I hereby certify that on this the 23th day of July, 2015, I electronically filed the foregoing
with the Clerk of Court which will send notification of such filing to each counsel of record listed
below. To the extent any such counsel is not registered for such electronic delivery, the foregoing
document will be served in accordance with the Texas Rules of Civil Procedure.
J. Bennett White
J. Bennett White, P.C.
P.O. Box 6250
Tyler, TX 75711
903-597-4300
903-597-4330 Fax
J. KEITH MAYO
MAYO MENDOLIA & VICE, L.L.P.
110 N. College Ave., Suite 101
Tyler, Texas 75702
903-717-3422
903-717-3436 fax
/s/ John F. (Jack) Walker, III
JOHN F. (JACK) WALKER, III
0094
Filed:7/23/2015 3:04:50 PM
Jenica Turner, District Clerk
Wood County, Texas
Reviewed By:Jennifer Mosher
CAUSE NO. 2015-184
J. BENNETT WHITE, P.C., § IN THE DISTRICT COURT
Plaintiff, §
§
V. § INAND FOR
§
§
WENDELL REEDER, §
Defendant. § WOOD COUNTY, TEXAS
MOTION FOR CONTINUANCE OF SUMMARY JUDGMENT HEARING
TO THE HONORABLE JUDGE OF SAID COURT:
COME NOW, Defendant, WENDELL REEDER, in the above referenced cause of action
by and through his attorneys of record, and files this Motion for Continuance of the hearing on
Plaintiff’s Motion for Summary Judgment and would show the court the following:
I.
The hearing on Plaintiff’s Motion for Summary Judgment is currently scheduled to take
place on August 10, 2015. Procedurally, a Motion for Summary Judgment is premature as
Defendant has had virtually no opportunity to complete or even begin discovery. A timeline of
the proceeding in this case are as follows:
4/14/15 Plaintiff’s Original Petition filed.
6/1/15 Defendant Wendell Reeder’s Original Answer and General Denial filed.
6/11/15 Motion to Disqualify J. Keith Mayo and Mayo Mendolia & Vice, LLP as
Attorney for Defendant Wendell Reeder filed.
6/19/15 Plaintiff’s Motion for Summary Judgment filed.
6/23/15 Order Granting Motion to Disqualify J. Keith Mayo and Mayo Mendolia
& Vice, LLP as Attorney for Defendant Wendell Reeder filed.
0095
Defendant has recently retained additional counsel to represent him in this matter. A
Notice of Appearance of Additional Counsel naming Jack Walker has been filed in this matter
concurrently with this motion. As of the date of filing of this Motion for Continuance, the
Defendant has only been in the case for approximately 52 days. Defendant is entitled to the
opportunity to conduct discovery and, at a minimum obtain the deposition of the Plaintiff, J.
Bennett White with J. Bennett White, P.C. The Defendant would request that this court continue
the hearing on the summary judgment so as to allow the parties to engage in discovery. This
continuance is not sought for delay but so that justice may be done.
Respectfully submitted,
The Arcadia Theater
121 N. Spring Avenue
Tyler, Texas 75702
(903) 526-1600 Telephone
(903) 595-0796 Telefax
jwalker@martinwalkerlaw.com
BY: /s/ John F. (Jack) Walker, III
JOHN F. (JACK) WALKER, III
Bar No. 00785167
ATTORNEY FOR DEFENDANT
0096
CERTIFICATE OF SERVICE
I hereby certify that on this the 23rd day of July, 2015, I electronically filed the foregoing
with the Clerk of Court which will send notification of such filing to each counsel of record
listed below. To the extent any such counsel is not registered for such electronic delivery, the
foregoing document will be served in accordance with the Texas Rules of Civil Procedure.
J. Bennett White
J. Bennett White, P.C.
P.O. Box 6250
Tyler, TX 75711
903-597-4300
903-597-4330 Fax
J. KEITH MAYO
MAYO MENDOLIA & VICE, L.L.P.
110 N. College Ave., Suite 101
Tyler, Texas 75702
903-717-3422
903-717-3436 fax
/s/ John F. (Jack) Walker, III
JOHN F. (JACK) WALKER, III
CERTIFICATE OF CONFERENCE
I hereby certify that on this the 23rd day of July, 2015, I have conferred, or made a
reasonable attempt to confer, with opposing counsel regarding this motion. Counsel are unable
to reach an agreement upon the disposition of the matters raised by this motion.
J. Bennett White
J. Bennett White, P.C.
P.O. Box 6250
Tyler, TX 75711
903-597-4300
903-597-4330 Fax
J. KEITH MAYO
MAYO MENDOLIA & VICE, L.L.P.
110 N. College Ave., Suite 101
Tyler, Texas 75702
903-717-3422
903-717-3436 fax
/s/ John F. (Jack) Walker, III
JOHN F. (JACK) WALKER, III
0097
A_~~
~~~t
'~
~ - '~J.~i)
.....• ,\
'(.
~~
....
...
" ~~. -:. s
. · ·~
. :J
402''d Judicial District Court
Wood County
P.O. Box 1707
G. Timothy Boswell Q uitman, Texas 75783 Joy Parker, Court Coordinator
District Judge (903) 763-2332 Una Garland. Court Reporter
August 4, 2015
J. Bem1ett White
Via: email
Jack Walker
Via: email
RE: Cause No. 20 15-1 84
Whjte vs Reeder
Wood County, Texas
Gentlemen:
I have just learned that Judge Boswell will not be here on Monday, August 10. Therefore,
I am moving the hearing/trial in the above-referenced case to August 25, 20 15, at 9 :00 a.m.
Additionally, this would cancel the August 6 continuance hearing.
I apologize for any inconvenience this may cause you and/or your client(s).
Very sincerely yours,
~urt Coordinator
/bjp
0098
Filed:8/6/2015 12:20:34 PM
Jenica Turner, District Clerk
Wood County, Texas
Reviewed By:Donna Graves
CAUSE NO. 2015-184
J. BENNETT WHITE, P.C., § IN THE DISTRICT COURT
Plaintiff, §
§
v. § INANDFOR
§
§
WENDELL REEDER, §
Defendant. § WOOD COUNTY, TEXAS
REQUEST FOR SETTING
Type of hearing requested:
Hearing on Defendant's Motion for Continuance of Summary Judgment Hearing.
Date requesting for hearing to be set: August 20, 2015 at 9:00 a.m.
Estimated amount of time needed for hearing to be conducted: 30 minutes
Name, mailing address, and email address, of ALL counsel and/or pro se litigants to be notified
of hearing, including the requesting party:
Jack Walker J. Bennett White
Martin Walker, PC J. Bennett White, P.C.
121 N. Spring Avenue P.O. Box 6250
Tyler, Texas 75702 Tyler, TX 75711
(903) 526-1600 Telephone 903-597-4300
(903) 595-0796 Telefax 903-597-4330 Fax
jwalker@mmiinwalkerlaw.com jbw@jbwlawfirm.com
J. Keith Mayo
Mayo Mendolia & Vice, L.L.P.
110 N. College Ave., Suite 101
Tyler, Texas 75702
903-717-3422
903-717-3436 fax
jkm@mmvllp.com
0099
SIGNED this the &! t} day of Awpf
NOTICE OF
You are hereby notified that the above-styled and numbered cause of action is set for a
hearing on the _ _ day of _ __ _ __ _, 2015 at _ _ _ .m., in the 402 11d Judicial
District Courtroom, Wood County Courthouse, Quitman, Texas.
SIGNED this the _ _ day of _ __ _ _, 2015.
Court Coordinator/Court Clerk
2
0100
Filed:S/6/201512:20:34 PM
Jenica Turner, District Clerk
Wood County, Texas
Reviewed By:Donna Graves
CAUSE NO. 2015-184
J. BENNETT WIDTE, P.C., § IN THE DISTRICT COURT
Plaintiff, §
§
v. § INANDFOR
§
§
WENDELL REEDER, §
Defendant. § WOOD COUNTY, TEXAS
REQUEST FOR SETTING
Type of hearing requested:
Hearing on Defendant's Motion for Continuance of Summary Judgment Hearing.
Date requesting for hearing to be set: August 20, 2015 at 9:00 a.m.
Estimated amount of time needed for hearing to be conducted: 30 minutes
Name, mailing address, and email address, of ALL counsel and/or pro se litigants to be notified
of hearing, including the requesting party:
Jack Walker J. Bennett White
Martin Walker, PC J. Bennett White, P.C.
121 N. Spring Avenue P.O. Box 6250
Tyler, Texas 75702 Tyler, TX 75711
(903) 526-1600 Telephone 903-597-4300
(903) 595-0796 Telefax 903-597-4330 Fax
jwalker@martinwalkerlaw.com jbw@jbwlawfirm.com
J. Keith Mayo
Mayo Mendolia & Vice, L.L.P.
110 N. College Ave., Suite 101
Tyler, Texas 75702
903-717-3422
903-717-3436 fax
· jkm@mmvllp.com
0101
SIGNED this the u~ dayof ~f '2015.
NOTICE OF
You are hereby notified that the above-styled and numbered cause of action is set for a
hearing on the £.!2 day of Q._.,u..,,yl ,2015 at {/:01) IJ-.m., in the 402 11
d Judicial
District Courtroom, Wood County Courthouse, Quitman, Texas.
SIGNED this the __f_ day of ~ , 2015.
- ··" ....
~
--·- .:-·)
C!- ..
-\~.:,
2
0102
Filed:8/18/2015 9:44:31 AM
Jenica Turner, District Clerk
Wood County, Texas
Reviewed By:Donna Graves
CAUSE NO. 2015-184
J. BENNETT WHITE, P.C., § IN THE DISTRICT COURT
Plaintiff, §
§
V. § INAND FOR
§
§
WENDELL REEDER, §
Defendant. § WOOD COUNTY, TEXAS
RESPONSE TO SUMMARY JUDGMENT SUBJECT TO
MOTION FOR CONTINUANCE OF SUMMARY JUDGMENT HEARING
Defendant, Wendell Reeder responds to plaintiff’s motion for summary judgment, subject
to his separately filed motion for continuance of the hearing on plaintiff’s motion for summary
judgment as follows:
This Court should deny White’s traditional motion for summary of judgment for
the following reasons:
White is not entitled to suit on sworn account treatment; this case wasn’t
pleaded as a suit on sworn account.
White failed to make his prima facie burden on suit on sworn account.
White failed to establish a breach of contract action and subsequent
entitlement to attorney fees “as a matter of law.”
This motion is premature, as discussed in the companion motion for
continuance; discovery needs to be conducted.
1
0103
I. Background
White sued Reeder for breach of contract, alleging that Reeder hired White to perform
attorney services, and failed to pay $212,597.07 in attorney fees.1 White also seeks an award of
12% interest, costs of court, and $70,000 in attorney fees for this proceeding.
Reeder contests the fees represented to be charged by White, and contests that the fees
were reasonable and necessary for the work accomplished. Exhibit 1. Further, Reeder believes
that charges and fees charged by White and his office reflect actions taken by White that were
not in compliance with or in furtherance of the client’s particular instructions and strategies in
the case. Exhibit 1. Reeder cannot provide more specific explanation of White’s departures from
instruction until White actually provides the billing statements with description of legal services
provided and time spent. Exhibit 1.
The hearing on Plaintiff’s Motion for Summary Judgment is currently scheduled to take
place on August 25, 2015. Procedurally, a Motion for Summary Judgment is premature as
Defendant has had virtually no opportunity to complete or even begin discovery. A timeline of
the proceeding in this case are as follows:
4/14/15 Plaintiff’s Original Petition filed.
6/1/15 Defendant Wendell Reeder’s Original Answer and General Denial filed.
6/11/15 Motion to Disqualify J. Keith Mayo and Mayo Mendolia & Vice, LLP as
Attorney for Defendant Wendell Reeder filed.
6/19/15 Plaintiff’s Motion for Summary Judgment filed.
6/23/15 Order Granting Motion to Disqualify J. Keith Mayo and Mayo Mendolia
& Vice, LLP as Attorney for Defendant Wendell Reeder filed.
1 See Plaintiff’s Original Petition, on file.
2
0104
Defendant has recently retained additional counsel to represent him in this matter. A
Notice of Appearance of Additional Counsel naming Jack Walker has been filed in this matter
concurrently with this motion. As of the date of filing of this Motion for Continuance, the
Defendant has only been in the case for approximately 52 days. Defendant is entitled to the
opportunity to conduct discovery and, at a minimum obtain the deposition of the Plaintiff, J.
Bennett White with J. Bennett White, P.C.
II. Table of Exhibits
Reeder attached the following exhibits which are incorporated by reference as if set forth
in full:
Exhibit 1 Affidavit of Wendell Reeder.
Plaintiff also relies upon and incorporates all pleadings on file.
III. Standard of Review
When a movant files a traditional motion for summary judgment based on the summary
judgment evidence, the court can grant the motion only when the movant’s evidence, “as a
matter of law,” either conclusively establishes all the elements of the movant’s affirmative
defense or conclusively disproves the facts of at least one element of the nonmovant’s claim.
M.D. Anderson Hosp. and Tumor Inst. v. Willrich, 28 S.W.3d 22, 23 (Tex. 2000); Park Place
Hosp. v. Estate of Milo, 909 S.W.2d 508, 511 (Tex. 1995). When evaluating a motion for
summary judgment based on summary judgment proof, the trial court must do the following:
(1) Assume all the nonmovant’s proof is true. Limestone Prods. Distrib. v.
McNamara, 71 S.W.3d 308, 311 (Tex. 2002); Nixon v. Mr. Prop. Mgmt. Co., 690
S.W.2d 546
3
0105
(2) Indulge every reasonable inference in favor of the nonmovant. Provident Life
& Acc. Ins. Co. v. Knott, 128 S.W.3d 211, 215 (Tex. 2003).
(3) Resolve all doubts about the existence of a genuine issue of a material fact
against the movant. M.D. Anderson Hosp. v. Willrich, 28 S.W.3d 22, 23 (2000).
The movant bears the burden of showing that no genuine issue of material fact exists and
that it is entitled to summary judgment as a matter of law. American Tobacco Co. v. Grinnell,
951 S.W.2d 420, 425 (Tex. 1997).
The nonmovant has no burden to respond to a summary judgment motion unless the
movant conclusively establishes its cause of action. Id. If the movant meets his burden, the
burden then shifts to the non-movant to present competent summary judgment evidence creating
a genuine issue of material fact. Kaye v. Harris County Mun. Util. Dist. No. 9, 866 S.W.2d 791,
793 (Tex. App. – Houston [14th Dist.] 1993, no writ) (citing McConnell v. Southside Indep. Sch,
Dist., 858 S.W. 2d 337, 341 (Tex. 1993)).
What Constitutes a Material Fact Issue?
In deciding whether there is a material fact issue precluding summary judgment, evidence
favorable to the non-movant will be taken as true; every reasonable inference must be indulged
in favor of the non-movant and any doubts resolved in its favor. Hughes Wood Products, Inc. v.
Wagner, 18 S.W.3d 202, 205, 43 Tex. Sup. Ct. J. 595 (Tex. 2000). The evidentiary standard in
reviewing a summary judgment is well-known to this court:
We must... view the evidence and its reasonable inferences in the light most
favorable to the nonmovant. Great American Reserve Ins. Co. v. San Antonio
Plumbing Supply Col, 391 S.W.2d 41, 47 (Tex. 1965). In deciding whether there
is a material fact issue precluding summary judgment, all conflicts in the evidence
will be disregarded and the evidence favorable to the nonmovant will be accepted
as true. Harwell v. State Farm Mut. Auto Ins. Co., 896 S.W.2d 170, 173 (Tex.
1995). Evidence that favors the movant’s position will not be considered
unless it is uncontroverted. Great American, 391 S.W.2d at 47.
4
0106
Davis v. City of Palestine, 988 S.W.2d 854, 857 (Tex. App.—Tyler 1999, no pet.). Additionally,
“Conflicting testimony of the same witness on the same issue creates a fact issue for the fact
finder to decide.” Washington v. Aetna Cas. & Surety Co., 521 S.W.2d 313, 316 (Tex. Civ.
App.—Fort Worth 1975, no writ), emphasis added; Maleski v. Tex. Emp. Ins. Ass’n., 471 S.W.2d
416, 421 (Tex. Civ. App.—Corpus Christi 1971, no writ).
IV. Argument and Authorities
White sued Reeder for breach of contract, and has failed to establish his right to a
traditional summary judgment, “as a matter of law.”
1. White failed to plead a Suit on Sworn Account, and thus is not entitled to avail himself of
Rule 185’s procedural advantages.
White’s claim is for breach of contract. White failed to plead breach of contract in a way
that meets Rule 185’s elements and thus is not allowed to harness a suit on sworn account’s
procedural benefits.
Rule 185 states that an open account includes, “any claim… for personal services
rendered.” See Tex. R. Civ. P. 185; Panditi v. Apostle, 180 S.W.3d 924, 926 (Tex. App.---Dallas
2006, no pet.). Rule 185 is not a rule of substantive law, but rather, a rule of procedure regarding
the evidence necessary to establish a prima facie right of recovery for certain types of contractual
claims. Id.
It is merely a rule of evidence which, if there is no proper denial, avoids the necessity of
proving the correctness of the account. Long v. Miken Oil, Inc., 2014 Tex. App. LEXIS 9189, at
*29 (Tex. App.---Tyler 2014, no pet.). Proof of the contract or sale that gave rise to the account
must be made as alleged. Id. at 30.
5
0107
If a plaintiff’s pleading of a sworn account is defective or if the defendant files a proper
sworn denial, the plaintiff must offer proof of the sworn account. Id. In a suit on sworn account,
the plaintiff must prove:
(1) there was a sale or delivery of the goods or services,
(2) the charges on the account are just, that is, the prices charged are in
accordance with an agreement or, in the absence of an agreement, are usual,
customary and reasonable, and
(3) the amount remains unpaid.
Id.
The account must show with reasonable certainty the name, date and charge for each
item, and provide specifics or details as to how the figures were arrived at. Panditi, 180 S.W.3d
at 926.
A claim is liquidated for a suit on sworn account if the amount of damages may be
accurately calculated by the trial court from the “factual, as opposed to the conclusory,”
allegations in the plaintiffs’ petition and the instrument in writing. Id. When a plaintiff’s suit on
sworn account is not based on a liquidated amount, the pleadings are neutralized and the plaintiff
must prove his case at common law. Id.
A systematic record must have been kept on all claims brought under the rule. Id. at 31. A
suit on sworn account must be accompanied by the affidavit of the plaintiff, his agent or his
attorney, that (1) the claim is within the knowledge of the affiant, (2) that the claim is just and
true, (3) the account is due, and (4) all just and lawful offsets, payments and credits have been
allowed. Id. A defendant is not required to file a sworn denial if the plaintiff’s suit on a sworn
account is not properly pleaded. Id.
6
0108
a. White failed to establish his prima facie case under Rule 185, and thus is not entitled to
suit on sworn account treatment.
White filed a petition wholly deficient of Rule 185’s requirements. Namely, the petition
was conclusory and:
Failed to attach an affidavit establishing facts under oath
Failed to contain facts establishing systematic record(s) of transaction(s)
Failed to contain facts establishing that the amount charged were usual, customary and
reasonable
Failed to contain facts establishing a contract between the parties
Failed to contain facts establishing the lawful payments, offsets and credits applied to the
account.
TEX. R. CIV. P. 185; Andrews v. ETMC, 885 S.W.2d 264 (Tex. App.—Tyler 1994, no writ).
At a minimum, the sworn information in support of a Rule 185 suit on sworn account for
attorney fees should have included statements that list the date and description of legal services
provided, the number of hours spent, etc., so that the defendant could have something more than
mere conclusions to controvert. Panditi, 180 S.W.3d at 927.
In every way, White’s petition fails to establish its prima facie burden under Rule 185.
b. Nonetheless, Reeder has filed a sworn denial, and White is put to his burden of proof.
Reeder is not required to file a sworn denial. “A defendant is not required to file a sworn
denial if the plaintiff’s suit on a sworn account was not properly pleaded.” Panditi, 180 S.W.3d
at 926. As explained above, because White didn’t properly plead a sworn account, this is a
breach of contract action and nothing more.
7
0109
The purpose is straightforward. Defendant cannot be expected to refute allegations that
haven’t been clearly and particularly alleged and sworn under oath in the first place.
Nonetheless, Reeder has filed a sworn denial, and White must establish his right to
recovery by common law. Where a defendant files a verified denial, he is permitted to dispute
the receipt of services and correctness of the charges. Panditi, 180 S.W.3d at 926.
Here, Reeder has alleged in his sworn denial that the fees were improper. Ashton Grove
L.C. v. Jackson Walker L.L.P., 366 S.W.3d 790, 798 (Tex. App.—Dallas 2012, no pet.). Reeder
contests the fees represented to be charged by White, and contests that the fees were reasonable
and necessary for the work accomplished. Exhibit 1. Further, Reeder believes that charges and
fees charged by White and his office reflect actions taken by White that were not in compliance
with or in furtherance of the client’s particular instructions and strategies in the case. Exhibit 1.
Reeder cannot provide more specific explanation of White’s departures from instruction until
White actually provides the billing statements with description of legal services provided and
time spent. Exhibit 1.
3. White failed to satisfy Andersen Requirements.
An examination of the documents attached to White’s traditional motion for summary
judgment reveals flimsy, conclusory information that cannot establish his claim as a matter of
law. In order to prevail on his motion for summary judgment, White must establish his claim for
breach of contract, the link between breach of contract and damages, and his contract damages
themselves “as a matter of law,” which he cannot do. Ashton, 366 S.W.3d at 797-98.
As explained above, Reeder has alleged in his sworn denial that the fees were improper.
Id. at 798.
8
0110
The Andersen factors apply in determining the reasonableness of attorney fees, and these
factors include: (1) the time and labor required and difficulty of the issues involved; (2) the
likelihood that acceptance of the employment will preclude other employment by the lawyer; (3)
the fees customarily charged in the locality for similar legal services; (4) the amount involved
and results obtained; (5) the time limitations imposed by the client or the circumstances; (6) the
nature and length of the professional relationship with the client; (7) the experience, reputation,
and ability of the lawyer performing the services; and (8) whether the fee is fixed or contingent
on the result obtained. Ashton, 366 S.W.3d at 799.
In support of his motion, White attaches an affidavit with exhibits. The affidavit fails to
set forward any evidence regarding factors such as fees customarily charged for similar
circumstances, or the experience or reputation of the lawyers involved.
White attaches documents he refers to as a “summary of account activity,” containing
conclusory information for seven matters, labeled as Exhibits 4-10. The financial records
attached fail to set forward any information regarding the actual hours worked on a particular
day on a given file, or a description of legal services provided during that time spent. They are
little more than meaningless numbers, which, in a vacuum, cannot establish a claim as a matter
of law.
4. Continuance of summary judgment hearing is appropriate.
As explained in the companion motion, a continuance of any summary judgment hearing
is appropriate. As of the date of filing of the Motion for Continuance, the Defendant has only
been in the case for approximately 52 days. Defendant is entitled to the opportunity to conduct
9
0111
discovery and, at a minimum obtain the deposition of the Plaintiff, J. Bennett White with J.
Bennett White, P.C.
The motion for continuance is adopted and incorporated as if set forth fully. And this
response is subject to the motion for continuance.
V. Conclusion
Accordingly, this Court should deny White’s motion for summary judgment.
Respectfully submitted,
The Arcadia Theater
121 N. Spring Avenue
Tyler, Texas 75702
(903) 526-1600 Telephone
(903) 595-0796 Telefax
jwalker@martinwalkerlaw.com
BY: /s/ John F. (Jack) Walker, III
JOHN F. (JACK) WALKER, III
Bar No. 00785167
ATTORNEY FOR DEFENDANT
10
0112
CERTIFICATE OF SERVICE
I hereby certify that on this the 18th day of August, 2015, I electronically filed the
foregoing with the Clerk of Court which will send notification of such filing to each counsel of
record listed below. To the extent any such counsel is not registered for such electronic delivery,
the foregoing document will be served in accordance with the Texas Rules of Civil Procedure.
J. Bennett White
J. Bennett White, P.C.
P.O. Box 6250
Tyler, TX 75711
903-597-4300
903-597-4330 Fax
J. KEITH MAYO
MAYO MENDOLIA & VICE, L.L.P.
110 N. College Ave., Suite 101
Tyler, Texas 75702
903-717-3422
903-717-3436 fax
/s/ John F. (Jack) Walker, III
JOHN F. (JACK) WALKER, III
11
0113
EXHIBIT 1
0114
AFFIDAVIT OF WENDELL REEDER
ST ATE OF TEXAS §
§
§
COUNTY OF RED RIVER §
Before me, the undersigned notary, on this day personally appeared Wendell Reeder
whose identity is known to me. After making his oath, he said:
"My name is Wendell Reeder. I am more than 21 years of age and am of sound mind and
capable of making this Affidavit. I have not been convicted of a felony or a crime involving
moral turpitude imd I have personal knowledge of the facts set forth in this Affidavit and each are
true and correct.
"I have read Defendant's First Amended Answer in this matter and have personal
knowledge of the matters contained therein and certify that contents thereof are true and correct.
"J. Bennett White and his staff performed legal services for me, individually, in the seven
matters that are identified in paragraph 3 of Plaintiffs Motion for Summary Judgment. For an
array of reasons more specifically set forth below, I contest that the fees represented in paragraph
3 of Plaintiffs Motion for Summary Judgment, or the fees charged by Mr. White which
proceeded these fees and were paid by me, were reasonable and necessary for the work
accomplished or the tasks and strategy discussed by Mr. White and I prior to the commencement
of his work.
"1 cannot provide specific instances of depaiiure from strategy through the billing records
at this time because I do not have a complete copy of the billing records for each of the 7 matters
listed for the life of each case. I anticipate receiving copies of the billing records for each of
these files from Mr. White's office, but have not to date due to the relative youth of this case.
AFFJJ)A VIT OF WENDELL REEDER - Page I of 2
0115
"Mr. White did not provide me with any explanation as to why he did not carry out the
particular directions and strategies that I had relayed to him and his staff regarding the above-
referenced case."
"Mr. White and his staff did not carry out particular directions and strategies in the
above-referenced litigation and offered no explanation, legally sound or otherwise, as to why he
did not follow my desired directives or strategies."
"Charges and fees charged to me by Mr. White and his office reflect actions taken by Mr.
White and his office that were not in compliance or in furtherance of my particular instructions
and strategies in the case."
"Further Affiant Sayeth Not"
Dated this 5:1¥day of August, 2015.
AFFIANT:
c9 .
WENDELL REEDER
SUBSCRIBED AND SWORN TO BEFORE ME on this . .:s~ day of August, 2015, to
~rtifywhkh.my=:::d,leoru ~(l~
MY COMMISSION EXPIRES
June8,2016 NOTARY PUBLIC, STATE OF TEXAS
AFFIDAVIT OF WENDELL REEDER - Page 2 of 2
0116
Filed:8/19/2015 8:53:52 AM
Jenica Turner, District Clerk
Wood County, Texas
Reviewed By:Donna Graves
CAUSE NO. 2015-184
J. BENNETT WHITE, P.C., § IN THE DISTRICT COURT
Plaintiff, §
§
v. § INANDFOR
§
§
WENDELL REEDER, §
Defendant. § WOOD COUNTY, TEXAS
FIRST AMENDED ANSWER
Defendant, WENDELL REEDER, files this first amended answer and general denial, and
affidavit in support, as follows:
I. General Denial
Defendant generally denies the allegations in plaintiffs original petition.
II. Objection to Consideration as Suit ou Sworn Account, and Special Exceptions
Defendant objects and specially excepts to plaintiffs petition because the claims are not
properly brought as a suit on a sworn account. This is a suit for breach of contract arising from
an attorney client relationship.
White failed to plead breach of contract in a way that meets Rule 185' s elements and thus
is not allowed to harness a suit on sworn account's procedural benefits. His pleadings are
defective because they fail to establish by affidavit under oath any of the following:
(!)there was a sale or delivery of the goods or services,
(2) the charges on the account are just, that is, the prices charged are in
accordance with an agreement or, in the absence of an agreement, are usual,
customary and reasonable, and
(3) the amount remains unpaid.
0117
(4) systematic records of transactions, such as the name, date and charge for each
item, and provide specifics or details as to how the figures were anived at.
(5) Failed to contain facts establishing the lawful payments, offsets and credits
applied to the account.
Defendant further objects and specially excepts to the conclusory nature of plaintiffs
allegations. The usual and customary practice for attorneys is to make separate time entries
detailing the date of service provided, amount of time spent, and description of legal service
provided. Here, the amounts listed are nothing more than conclusions. When a plaintiffs suit on
sworn account is not based on a liquidated amount, the pleadings are neutralized and the plaintiff
must prove his case at common law. Conclusory totals do not satisfy the record keeping
requirement of Rule 185.
A defendant is not required to file a sworn denial if the plaintiffs suit on a sworn account
is not properly pleaded.
III. Verified Pleas
Defendant denies the account on which plaintiff files suit because not each and every
item of the account made the basis of plaintiffs suit is just or true. Defendant has filed an
affidavit in support of this answer, and incorporates same as if set forth fully.
0118
Respectfully submitted,
MARTIN
WALKER.r.c.
The Arcadia Theater
121 N. Spring Avenue
Tyler, Texas 75702
(903) 526-1600 Telephone
(903) 595-0796 Telefax
jwalker@martinwalkerlaw.com
BY: Isl John F. (Jack) Walker, III
JOHN F. (JACK) WALKER, III
Bar No. 00785167
ATTORNEY FOR DEFENDANT
CERTIFICATE OF SERVICE
I hereby certify that on this the 18th day of August, 2015, I electronically filed the
foregoing with the Clerk of Court which will send notification of such filing to each counsel of
record listed below. To the extent any such counsel is not registered for such electronic delivery,
the foregoing document will be served in accordance with the Texas Rules of Civil Procedure.
J. Bennett White
J. Bennett White, P.C.
P.O. Box 6250
Tyler, TX 75711
903-597-4300
903-597-4330 Fax
J. KEITH MAYO
MAYO MENDOLIA & VICE, L.L.P.
110 N. College Ave., Suite I 0 I
Tyler, Texas 75702
903-717-3422
903-717-3436 fax
Isl John F. (Jack) Walker, III
JOHN F. (JACK) WALKER, III
0119
AFFIDAVIT OF WENDELL REEDER
STATE OF TEXAS §
§
§
COUNTY OF RED RIVER §
Before me, the undersigned notary, on this day personally appeared Wendell Reeder
whose identity is known to me. After making his oath, he said:
"My name is Wendell Reeder. I am more than 21 years of age and am of sound mind and
capable of making this Affidavit. I have not been convicted of a felony or a crime involving
moral turpitude ru1d I have personal knowledge of the facts set forth in this Affidavit and each are
true and correct.
"I have read Defendant's First Amended Answer in this matter and have personal
knowledge of the matters contained therein and certify that conte11ts thereof are true and correct.
"J. Bennett White and his staff performed legal services for me, i11dividually, in the seven
matters that are identified in paragraph J of Plaintiff's Motion for Smnmary Judgment. For an
array of reasons more specifically set forth below, I contest that the fees represented in paragraph
3 of Plaintitrs Motion for Summary Judgment, or the fees charged by Mr. White which
proceeded these fees and were paid by me, were reasonable and necessary for the work
accomplished or the tasks and strategy discussed by Mr. White and I prior to the commencement
of his work.
"! cannot provide specific instances of depaiture from strategy through the billing records
at this time because I do not have a complete copy of the billing records for each of the 7 matters
listed for the life of each case. I anticipate receiving copies of the billing records for each of
these files from Mr. White's office, but have not to dale due to the relative youth of this case.
AFFIDAVIT OF WENDELL REEDER-Pngc I of2
0120
"Mr. White did not pl'ovide me with any explanation as to why he did not ca1ry out the
particular directions and strategies that I had relayed to him and his staff regarding the above-
referenced case."
"Mr. White and his staff did not carry out particular directions and strategies in the
above-referenced litigation and offered no explanation, legally sound or otherwise, as to why he
did not follow my desired directives or strategies."
"Charges and fees charged to me by Mr. White and his office reflect actions taken by Mr.
White and his office that were not in compliance or in furtherance of my particular instructions
and strategies in the case."
"Further Affiant Sayeth Not"
Dated this .5:fo-day of August, 2015.
AFFIANT:
r9 •
WENDELL REEDER
SUBSCRIBED AND SWORN TO BEFORE ME on this s~ day of August, 2015, to
mtify whioh wim= my hood ..i otliciru ""'· ~
ROBERTA.HIU. ~ (l~
MYCOM.:.~~1EJ