in Re Bertha Bermea Sanchez ( 2018 )

Fourth Court of Appeals
San Antonio, Texas
MEMORANDUM OPINION
No. 04-18-00530-CV
IN RE Bertha Bermea SANCHEZ
Original Mandamus Proceeding 1
Opinion by: Luz Elena D. Chapa, Justice
Sitting: Sandee Bryan Marion, Chief Justice
Karen Angelini, Justice
Luz Elena D. Chapa, Justice
Delivered and Filed: October 10, 2018
PETITION FOR WRIT OF MANDAMUS CONDITIONALLY GRANTED
In this original proceeding, relator asserts the trial court abused its discretion by ordering a
new trial following a jury trial. Because we conclude the new-trial order is facially invalid, we
conditionally grant the petition for writ of mandamus.
BACKGROUND
In the underlying litigation, real party in interest, Marisol Sotelo, sued relator, Bertha
Sanchez, for injuries Sotelo allegedly sustained when her vehicle and relator’s vehicle collided in
a parking lot. Following a jury trial, the jury awarded Sotelo $3,800 for past medical expenses;
but awarded zero damages for future medical care, past and future physical pain and mental
1
This proceeding arises out of Cause No. 15-01-30519-MCVAJA, styled Marisol Perez Sotelo v. Bertha Bermea
Sanchez, pending in the 365th Judicial District Court, Maverick County, Texas, the Honorable Amado J. Abascal, III
presiding.
04-18-00530-CV
anguish, and past and future physical impairment. Sotelo then filed a motion for new trial. On
January 8, 2018, the trial court signed a new-trial order that states as follows:
After considering [Sotelo’s] Motion for New Trial, [relator’s] response, the
pleadings, and arguments of counsel, the Court finds that the jury’s answer of zero
damages for past physical pain is against the great weight and preponderance of the
evidence and is manifestly unjust based on the undisputed evidence introduced at
trial.
Accordingly, [Sotelo’s] Motion for New Trial is hereby granted and the
Court does hereby Order a New Trial.
Relator filed her petition for writ of mandamus challenging the new-trial order on three
grounds: (1) the order is facially invalid, (2) the record does not support the trial court’s rationale
for ordering a new trial because the evidence was not “undisputed,” and (3) the trial court erred in
granting a new trial based on the so-called “zero damages rule.” The real party in interest filed a
response, to which relator replied. Because we agree with relator that the new-trial order is facially
invalid, we do not address relator’s other complaints about the order. See TEX. R. APP. P. 47.1.
STANDARD OF REVIEW
An appellate court may review a new-trial order in a mandamus proceeding. Our review
involves two steps. First, we review the sufficiency of the trial court’s stated reasons for granting
the new trial. In re United Scaffolding, Inc., 377 S.W.3d 685, 688-89 (Tex. 2012) (orig.
proceeding). Second, if the stated reasons are facially valid, we conduct a merits-based review of
the reasons. In re Toyota Motor Sales, U.S.A., Inc., 407 S.W.3d 746, 749, 758 (Tex. 2013) (orig.
proceeding). “To deny merits-based review would mean that a trial court could set aside a verdict
for reasons that are unsupported by the law or the evidence, as long as those reasons are facially
valid.” Id. at 758.
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ANALYSIS
Although Texas trial courts have broad discretion in granting new trials, that discretion is
not limitless. In re Columbia Med. Ctr. of Las Colinas, Subsidiary, L.P., 290 S.W.3d 204, 210
(Tex. 2009) (orig. proceeding). In granting a new trial, “the parties and public are entitled to an
understandable, reasonably specific explanation why their expectations are frustrated by a jury
verdict being disregarded or set aside, the trial process being nullified, and the case having to be
retried.” Id. at 213.
“A trial court need not provide a detailed catalog of the evidence to ensure that, however
subject to differences of opinion its reasoning may be, it was not a mere substitution of the trial
court’s judgment for the jury’s.” United Scaffolding, 377 S.W.3d at 688. “That purpose will be
satisfied so long as the order provides a cogent and reasonably specific explanation of the
reasoning that led the court to conclude that a new trial was warranted.” Id. The United
Scaffolding Court held, “in light of these considerations,” a “trial court does not abuse its discretion
so long as its stated reason for granting a new trial (1) is a reason for which a new trial is legally
appropriate (such as a well-defined legal standard or a defect that probably resulted in an improper
verdict); and (2) is specific enough to indicate that the trial court did not simply parrot a pro forma
template, but rather derived the articulated reasons from the particular facts and circumstances of
the case at hand.” Id. at 688-89.
The United Scaffolding Court also held mandamus relief may be appropriate “if the order,
though rubber-stamped with a valid new-trial rationale, provides little or no insight into the judge’s
reasoning.” Id. at 689. “Usually, the mere recitation of a legal standard, such as a statement that
a finding is against the great weight and preponderance of the evidence, will not suffice.” Id. “The
order must indicate that the trial judge considered the specific facts and circumstances of the case
at hand and explain how the evidence (or lack of evidence) undermines the jury’s findings.” Id.
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“A trial court abuses its discretion if its new-trial order provides no more than a pro forma template
rather than the trial judge’s analysis.” Id. “This two-part test adequately ensures that jury verdicts
are not overturned without specific and proper reasons, while still maintaining trial courts’
discretion in granting new trials.” Id.
Here, the trial court’s finding that “the jury’s answer of zero damages for past physical pain
is against the great weight and preponderance of the evidence and is manifestly unjust based on
the undisputed evidence introduced at trial” is a legally sound reason for granting a new trial.
However, the next question is whether that statement alone is specific enough to indicate the trial
court based its determination on the facts and evidence in the case. In her response to the petition
for writ of mandamus, Sotelo contends the trial court explained its reasoning. According to Sotelo,
relator can review the new-trial order and “understand exactly why the trial court ruled the way it
did—the jury’s verdict on past physical pain was contrary to the undisputed evidence that Sotelo
suffered physical pain caused by this wreck, from at least January 15, 2013 until April 11, 2013.”
We disagree.
A new-trial order must “elaborate, with reference to the evidence adduced at trial, how the
jury’s answers are contrary to the great weight and preponderance of the evidence.” See id. at 690.
Here, the trial court states only that the evidence is “undisputed,” but it does not discuss any
evidence, reference any specific facts, or explain how any particular set of facts, evidence, or
testimony undermines the jury’s specific findings, thus warranting a new trial. Therefore, we
conclude the new-trial order is facially invalid.
CONCLUSION
Because the new-trial order is facially invalid, we conditionally grant the petition for writ
of mandamus and direct the trial court to vacate its January 8, 2018 Order on Marisol Perez’s
Motion for New Trial and issue a new order specifying its reasons for ordering a new trial in
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compliance with United Scaffolding. The writ will issue only if the trial court does not comply
with this opinion within fifteen days.
Luz Elena D. Chapa, Justice
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