in Re Bridgestone Americas Tire Operations, Llc ( 2015 )


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  •                IN THE SUPREME COURT OF TEXAS
    444444444444
    NO . 12-0946
    444444444444
    IN RE BRIDGESTONE AMERICAS TIRE OPERATIONS, LLC, RELATOR
    4444444444444444444444444444444444444444444444444444
    ON PETITION FOR WRIT OF MANDAMUS
    4444444444444444444444444444444444444444444444444444
    Argued November 5, 2014
    JUSTICE LEHRMANN delivered the opinion of the Court.
    Before us once again is the Texas-resident exception to the forum-non-conveniens statute.
    We consider whether the exception—which allows a plaintiff residing in Texas to maintain a lawsuit
    here even when the suit would otherwise be subject to dismissal for forum non conveniens—applies
    in a case in which two nonresident minors sue by a next friend who is a Texas resident. The minors
    themselves reside in Mexico with their grandparents, who are the minors’ legal guardians under
    Mexican law. We hold that the Texas-resident exception does not apply and that the trial court
    abused its discretion in refusing to dismiss the case on forum-non-conveniens grounds. Accordingly,
    we conditionally grant mandamus relief.
    I. Background
    This case arises from a June 2009 car accident in Mexico. Armando Alvarado was driving
    a 1996 Ford Explorer on a highway near Monterrey in the State of Nuevo Leon. His wife, Maria
    Isabel Rodriguez, and their two minor children were passengers. The Explorer’s left rear tire
    allegedly failed, causing a rollover that killed Armando and Maria and injured the children. At the
    time of the accident, the family resided in Nuevo Leon. The children’s maternal grandparents
    became the children’s legal guardians by operation of Mexican law and took custody of the children
    in Nuevo Leon.
    Gilberto Rodriguez, a Texas resident who is the children’s maternal uncle, filed a wrongful-
    death lawsuit “as next friend” of the children in Texas against Bridgestone Americas Tire
    Operations, LLC (Bridgestone), a Delaware company that manufactured the allegedly defective tire.
    Other defendants included Gutierrez Brothers, Inc., doing business as Gutierrez Auto Sales, and that
    company’s individual owners, brothers Juan, Jaime, and Manuel Gutierrez.1 Gutierrez Auto Sales,
    which is in Hidalgo County, Texas, had purchased the used Explorer from a New Jersey Acura
    dealership through a New Jersey auction house on July 12, 2007.2 Approximately two weeks later,
    Gutierrez Auto Sales sold the Explorer to wholesaler Librado Leal, a company based in Nuevo Leon,
    “For Export Only.” The accident occurred almost two years later. The record does not reflect when
    or where the tire at issue was put on the Explorer, and nothing in the record suggests that the tire was
    manufactured in Texas.
    Bridgestone filed a motion to dismiss for forum non conveniens, arguing that the case
    belonged in Mexico, not Texas. The trial court denied the motion, and Bridgestone filed a petition
    1
    The original petition named only Bridgestone and Jaime Gutierrez d/b/a Gutierrez Auto Sales as defendants.
    The operative Third Amended Petition names Gutierrez Brothers, Inc., and all three Gutierrez brothers.
    2
    The Explorer’s first two owners were New Jersey residents.
    2
    for writ of mandamus in the court of appeals. In denying relief, the court of appeals held that the
    case may not be dismissed on forum-non-conveniens grounds because the plaintiff, next-friend
    Rodriguez, is a Texas resident. 
    387 S.W.3d 840
    , 848 (Tex. App.—Beaumont 2012). Bridgestone
    now seeks mandamus relief in this Court, arguing that the trial court abused its discretion in denying
    Bridgestone’s motion to dismiss.
    II. Analysis
    The doctrine of forum non conveniens, which originated in the common law and is now
    codified in Texas, “comes into play when there are sufficient contacts between the defendant and the
    forum state to confer personal jurisdiction upon the trial court, but the case itself has no significant
    connection to the forum.” In re Pirelli Tire, LLC, 
    247 S.W.3d 670
    , 675–76 (Tex. 2007). Texas’s
    forum-non-conveniens statute provides:
    If a court of this state, on written motion of a party, finds that in the interest of justice
    and for the convenience of the parties a claim or action to which this section applies
    would be more properly heard in a forum outside this state, the court shall decline to
    exercise jurisdiction under the doctrine of forum non conveniens and shall stay or
    dismiss the claim or action.
    TEX . CIV . PRAC. & REM . CODE § 71.051(b).3 Notwithstanding this mandatory language, courts “may
    not stay or dismiss a plaintiff’s claim [on forum-non-conveniens grounds] if the plaintiff is a legal
    resident of this state.” Id.§ 71.051(e). This so-called Texas-resident exception “ensure[s] access to
    Texas courts for Texas plaintiffs.” In re Ford Motor Co., 
    442 S.W.3d 265
    , 269 (Tex. 2014).
    3
    The statute applies to actions for personal injuries or wrongful death. T EX . C IV . P RAC . & R EM . C O DE
    § 71.051(i).
    3
    We have held that a trial court’s erroneous denial of a forum-non-conveniens motion cannot
    be adequately remedied on appeal and therefore warrants mandamus relief. In re Gen. Elec. Co., 
    271 S.W.3d 681
    , 685 (Tex. 2008). We review the trial court’s forum-non-conveniens ruling for an abuse
    of discretion. 
    Id. A. Application
    of the Texas-Resident Exception
    When the Texas-resident exception outlined in subsection 71.051(e) applies, a case may not
    be dismissed on forum-non-conveniens grounds no matter how tenuous its connection to Texas. In
    this case, as discussed above, Texas-resident Rodriguez brought a wrongful-death suit on behalf of
    two nonresident minors to recover damages for their parents’ deaths. Rodriguez may not assert a
    personal cause of action under Texas’s wrongful-death statute and has sued solely in his capacity as
    next friend of his nephews. See TEX . CIV . PRAC. & REM . CODE § 71.004(a) (“An action to recover
    damages as provided by [the wrongful-death statute] is for the exclusive benefit of the surviving
    spouse, children, and parents of the deceased.”). Bridgestone argues that Rodriguez’s Texas
    residency does not foreclose dismissal for two reasons: (1) Rodriguez lacked authority to sue as the
    children’s next friend because they had a legal guardian, and (2) even if the children could sue by
    next friend, a next friend is not a “plaintiff” whose residency may trigger the exception. We address
    these contentions in turn.
    1. Next-Friend Representation
    We first address whether Texas Rule of Civil Procedure 44 allowed the children to sue
    through a next friend. When we analyze Texas’s procedural rules, we apply the same rules of
    construction that govern the interpretation of statutes. Ford Motor Co. v. Garcia, 
    363 S.W.3d 573
    ,
    4
    579 (Tex. 2012). That is, we look first to the rule’s language and construe it according to its plain
    meaning. In re Christus Spohn Hosp. Kleberg, 
    222 S.W.3d 434
    , 437 (Tex. 2007). At the same time,
    we bear in mind that the rules are given a liberal construction in order to obtain “a just, fair, equitable
    and impartial adjudication of the rights of litigants under established principles of substantive law.”
    TEX . R. CIV . P. 1.
    Rule 44, which is derived from a statute that was originally enacted in 1893,4 governs the
    institution of suit by next friend and provides:
    Minors . . . who have no legal guardian may sue and be represented by “next
    friend” under the following rules:
    (1) Such next friend shall have the same rights concerning such suits as
    guardians have, but shall give security for costs, or affidavits in lieu thereof, when
    required.
    (2) Such next friend or his attorney of record may with the approval of the
    court compromise suits and agree to judgments, and such judgments, agreements and
    compromises, when approved by the court, shall be forever binding and conclusive
    upon the party plaintiff in such suit.
    TEX . R. CIV . P. 44.5 The only other procedural rule to mention next friends is Rule 173, which
    requires the court to appoint a guardian ad litem for a party represented by a next friend or guardian
    if “the next friend or guardian appears to the court to have an interest adverse to the party” or if the
    parties agree. TEX . R. CIV . P. 173.2(a). Bridgestone argues that Rule 44’s plain language allows suit
    4
    Act approved Feb. 11, 1893, 23d Leg., R.S., ch. 6, § 1, 1893 Tex. Gen. Laws 433 (former T EX . R EV . C IV .
    S TAT . art. 3498u) (repealed) (“[A]ny minor having a sufficient cause of action, and who has no legal guardian, can bring
    suit in any of the courts of this State by next friend.”).
    5
    The federal rule governing next-friend representation uses similar but not identical language: “A minor or
    incompetent person who does not have a duly appointed representative [which includes a general guardian, a committee,
    a conservator, and a like fiduciary] may sue by a next friend or by a guardian ad litem.” F ED . R. C IV . P. 17(c).
    5
    by a next friend only when the minor has “no legal guardian” and that the minor plaintiffs in this case
    have legal guardians: their grandparents.
    The parties do not dispute that, under the law of the State of Nuevo Leon where the children
    reside, the children’s grandparents automatically became the children’s legal guardians upon the
    death of their parents.6 However, the court of appeals concluded that, because no Texas court had
    accepted the grandparents’ guardianship established in Mexico, “the minors had no legal guardian
    in Texas,” and next-friend representation was appropriate under Rule 
    44. 387 S.W.3d at 846
    .
    Bridgestone contends that this interpretation improperly adds words to the rule and that “no legal
    guardian” means just that: “no legal guardian.”
    Bridgestone’s argument has appeal, but it leaves out a very important inquiry. The
    significance of a minor’s having a legal guardian in the context of Rule 44 is that, when a minor
    already has a guardian who may sue on his behalf, the minor does not need next-friend representation
    in order to litigate his claims. For Rule 44 to make sense, it must be construed to enable minors to
    prosecute their claims—through a next friend—when they otherwise could not through a legal
    guardian. It follows that, if a legal guardian has been appointed or recognized in another jurisdiction,
    6
    At oral argument, Rodriguez’s attorney asserted that the grandparents had executed an affidavit renouncing
    their status as guardians for health reasons. That affidavit was executed on December 12, 2011— seven months after the
    underlying lawsuit was filed— and is a bit unclear. The grandparents aver that they have custody of the children and
    “have provided them with all care required for the welfare of the children,” but also that they “are in total agreement”
    that Rodriguez “take charge” of the children. Nothing in the record suggests that the children have ever lived with
    Rodriguez or that Rodriguez has petitioned any court for guardianship. Further, Bridgestone’s Mexican-law expert
    testified without opposition that the grandparents would be required to petition a competent court to be excused from
    their guardianship duties, and the record does not reflect that such action was taken. Finally, we note that Rodriguez
    submitted, with a post-submission brief, copies of two federal tax returns purporting to show that he claimed the children
    as dependents in 2009 and 2010. W e grant Bridgestone’s motion to strike this evidence, which is not in the mandamus
    record.
    6
    but that guardian lacks authority to sue on the minor’s behalf in Texas and has no legal basis for
    obtaining such authority, the minor may sue by next friend under Rule 44.7 In this case, then,
    whether the children could sue by next friend turns on whether their grandparents could have filed
    suit in Texas on the children’s behalf as their guardians. If they could not, Rule 44 steps in.
    Bridgestone summarily argues that the grandparents’ guardian status entitled them (and only
    them) to bring the underlying suit, but Bridgestone fails to address the potential limitations on a
    guardian’s authority outside the jurisdiction in which he was appointed or otherwise designated. The
    U.S. Supreme Court recognized long ago that “[t]he authority of a guardian, like that of an executor
    or administrator, appointed by a court of one state, is limited to that state, and he cannot sue in a
    court . . . held within any other state, except so far as authorized to do so by its laws.” Morgan v.
    Potter, 
    157 U.S. 195
    , 197 (1895) (noting that “[t]he statutes of Kansas do authorize executors or
    administrators appointed in another state to sue and be sued as such in Kansas,” but “they confer no
    such general authority upon guardians appointed in another state”); cf. Faulkner v. Reed, 
    241 S.W. 1002
    , 1007 (Tex. Comm’n App. 1922, holding approved) (“An administrator, appointed by the
    courts of Ohio, could not, by virtue of said appointment sue or be sued in the courts of Texas, or in
    any way act as a legal representative of said estate in Texas. An administrator is the agent solely of
    the court appointing him, clothed with authority to administer only such assets as are within the
    jurisdiction of the court making such appointment.”).
    7
    Nothing in the rule prevents the foreign guardian and the next friend from being the same person.
    7
    Our courts of appeals have recognized this principle over the years in addressing challenges
    to next-friend representation, starting with Bonner v. Ogilvie, 
    58 S.W. 1027
    (Dallas 1900, no writ).
    In that case, a child’s mother appointed as his legal guardian in Louisiana sued on his behalf in her
    capacity as guardian. 
    Id. at 1028.
    The court held that the mother’s appointment as guardian in
    Louisiana “would not give her authority to sue as such guardian in Texas, but it would not deprive
    her of the power to sue in this state as next friend.” 
    Id. As Bridgestone
    points out, Bonner was decided before this Court adopted the Texas Rules
    of Civil Procedure. However, Rule 44’s “no legal guardian” language tracks the 1893 statute from
    which the rule is derived, and courts have relied on Bonner to interpret Rule 44. In Henderson v.
    Shell Oil Co., for example, a guardian appointed by a Missouri court sued in Texas on behalf of his
    ward, also a Missouri resident, regarding a tract of land in Texas that the ward owned. 
    179 S.W.2d 386
    , 386 (Tex. Civ. App.—Fort Worth), rev’d on other grounds and dismissed for want of
    jurisdiction, 
    182 S.W.2d 994
    (Tex. 1944). The court noted that “the only capacity in which [the
    Missouri guardian] could be recognized as having the right to bring the suit is that of ‘next friend.’”
    
    Id. at 388.
    This conclusion was reiterated in Herrin v. Falcon, in which the court of appeals held
    that a father appointed by a Louisiana court to be his minor son’s guardian properly brought suit in
    Texas “as next friend” where no ancillary or original guardianship proceeding had been brought in
    Texas. 
    198 S.W.2d 117
    , 122 (Tex. Civ. App.—Beaumont 1946, writ ref’d n.r.e.).
    8
    Evaluating these decisions requires an examination of the Texas Guardianship Code, which
    includes provisions governing guardians’ authority to file suit on behalf of their wards.8 In Texas,
    the term “guardian” encompasses both a “guardian of the person” and a “guardian of the estate” of
    a minor or other incapacitated person. TEX . EST . & G’SHIP CODE § 1002.012(b). “A guardian of the
    estate of a ward appointed in this state” has authority to sue for damages on the minor’s behalf. 
    Id. § 1151.104(a)(1)
    (emphasis added). However, like the Kansas statute at issue in Morgan, Texas’s
    guardianship statutes confer no such general authority on guardians appointed or recognized in other
    jurisdictions. In limited circumstances in which a nonresident ward owns property in Texas, the
    Code provides a mechanism by which a guardian appointed in another jurisdiction may “be
    appointed and qualified as guardian or coguardian” of the ward’s estate located here.                                    
    Id. §§ 1252.051–.053.
    But a nonresident guardian of a nonresident ward with no connection to Texas
    beyond a possible lawsuit simply has no authority to sue on behalf of the ward in Texas in his
    capacity as guardian.9
    8
    The Legislature recently amended and recodified Texas’s guardianship statutes, which were formerly housed
    in the Probate Code but, effective January 1, 2014, are now contained in the Estates and Guardianships Code. Act of
    June 17, 2011, 82d Leg., R.S., ch. 823, § 1.02, 2011 Tex. Gen. Laws 1917. Because the amendments do not affect our
    analysis, we will cite the current versions of the statutes in this opinion.
    9
    W e note that we disagree with Bonner and Herrin to the extent they hold that a child’s parent is not a legal
    guardian qualified to sue on his child’s behalf in that capacity. Under Texas law, a parent has the right to represent his
    child in legal proceedings and the duty to manage the child’s estate unless a guardian of the estate has been appointed.
    T EX . F AM . C OD E § 151.001(a)(4), (7). A parent thus typically qualifies as a legal guardian for purposes of Rule 44, and
    his minor child may not sue by next friend. See In re KC Greenhouse Patio Apartments LP, 445 S.W .3d 168, 172 (Tex.
    App.— Houston [1st Dist.] 2012, orig. proceeding); see also R.H. v. Smith, 339 S.W .3d 756, 759, 764 (Tex.
    App.— Dallas 2011, no pet.) (holding that a father had no right to represent his minor child in a lawsuit when the child’s
    grandparents had been appointed the minor’s managing conservators).
    9
    Accordingly, in this case, although the children’s grandparents are recognized as the
    children’s guardians under the law of Nuevo Leon where they reside, they have no authority to sue
    in that capacity on the children’s behalf in Texas. To avoid depriving the children of the ability to
    pursue their claims before they turn eighteen, Rule 44 allows them to do so by next friend.
    Accordingly, we agree with the court of appeals that, for purposes of Rule 44, the children could sue
    by next friend. We therefore turn to whether Rodriguez, as a next friend, qualifies as a “plaintiff”
    who may take advantage of the forum-non-conveniens statute’s Texas-resident exception.
    2. Status of Next Friend
    As noted above, a plaintiff’s claim may not be stayed or dismissed on forum-non-conveniens
    grounds if the plaintiff is a legal resident of Texas. TEX . CIV . PRAC. & REM . CODE § 71.051(e). In
    determining whether Rodriguez is a plaintiff for purposes of this provision, we focus on the specific
    statutory definition of “plaintiff,” but we also consider that definition in the context of the entire
    forum-non-conveniens statute and chapter 71 as a whole. See CHCA Woman’s Hosp. v. Lidji, 
    403 S.W.3d 228
    , 232 (Tex. 2013) (“We analyze statutory language in context, considering the specific
    section at issue as well as the statute as a whole.”). We presume the Legislature enacted the statute
    “with complete knowledge of the existing law and with reference to it.” Acker v. Tex. Water
    Comm’n, 
    790 S.W.2d 299
    , 301 (Tex. 1990).
    The forum-non-conveniens statute defines the term “plaintiff” as follows:
    “Plaintiff” means a party seeking recovery of damages for personal injury or
    wrongful death. In a cause of action in which a party seeks recovery of damages for
    personal injury to or the wrongful death of another person, “plaintiff” includes both
    that other person and the party seeking such recovery. The term does not include a
    counterclaimant, cross-claimant, or third-party plaintiff or a person who is assigned
    10
    a cause of action for personal injury, or who accepts an appointment as a personal
    representative in a wrongful death action, in bad faith for purposes of affecting in any
    way the application of this section.
    TEX . CIV . PRAC. & REM . CODE § 71.051(h)(2). In the context of this case, we consider whether
    Rodriguez, as a next friend, qualifies as “a party seeking recovery of damages for personal injuries
    or wrongful death.” We hold that he does not.
    The status of a next friend under Texas law is well settled. “In a suit by a ‘next friend,’ the
    real party plaintiff is the child and not the next friend.” Gracia v. RC Cola–7-Up Bottling Co., 
    667 S.W.2d 517
    , 519 (Tex. 1984); accord Safeway Stores of Tex. v. Rutherford, 
    111 S.W.2d 688
    , 689
    (Tex. 1938). Indeed, we long ago stated that “the next friend is not a party to the suit instituted by
    a minor by his aid.” Martin v. Weyman, 
    26 Tex. 460
    , 468 (1863) (citation omitted); see also Gulf,
    C. & S. F. Ry. Co., 
    1 S.W. 161
    , 163 (Tex. 1886) (“When it appears with certainty . . . that the action
    [by next friend] is based on the right of the minor; that the relief sought is such as the minor alone
    would be entitled to on the facts pleaded, and that this is sought for the use and benefit of the minor;
    then we are of the opinion that the minor is the real plaintiff, whatsoever may be the formula used.”).
    The U.S. Supreme Court has similarly stated:
    It is the infant, and not the next friend, who is the real and proper party. The next
    friend, by whom the suit is brought on behalf of the infant, is neither technically nor
    substantially the party, but resembles an attorney, or a guardian ad litem, by whom
    a suit is brought or defended in behalf of another.
    
    Morgan, 157 U.S. at 198
    . This is consistent with our longstanding recognition that a minor’s lack
    of capacity to sue, unlike standing, is not a jurisdictional defect and that a challenge to capacity may
    be waived. Austin Nursing Ctr. v. Lovato, 
    171 S.W.3d 845
    , 849 (Tex. 2005).
    11
    In light of this well-settled law, we cannot conclude that a next friend is “a party seeking
    recovery of damages for personal injury or wrongful death.” TEX . CIV . PRAC . & REM . CODE
    § 71.051(h)(2). That description fits the persons who are authorized to bring a wrongful-death action
    under section 71.004, but not the person serving as a conduit when the ones authorized to bring the
    action are minors. As such, a next friend’s legal residency in Texas does not trigger the forum-non-
    conveniens statute’s Texas-resident exception. So interpreted, the statute’s plain language serves
    its purpose of “ensur[ing] access to Texas courts for Texas plaintiffs.” In re Ford Motor 
    Co., 442 S.W.3d at 269
    . Texas courts have no responsibility to protect the interests of next friends, who
    themselves must protect and advance the interests of the minors suing through them. That is, next
    friends have no interest in keeping a case in Texas beyond the interests of the minors they represent.
    If the minors whose wrongful-death claims are being prosecuted are not Texas residents, their right
    to access Texas courts does not trump a defendant’s right to dismissal for forum non conveniens.
    The court of appeals interpreted the statute differently, relying principally on the language
    excluding personal representatives appointed in bad faith from qualifying as plaintiffs. The specific
    language at issue states: “The term [plaintiff] does not include . . . a person . . . who accepts an
    appointment as a personal representative in a wrongful death action, in bad faith for purposes of
    affecting in any way the application of this section.” TEX . CIV . PRAC. & REM . CODE § 71.051(h)(2).
    The court concluded, and Rodriguez argues, that this exclusion demonstrates that the Legislature
    intended a next friend to qualify as a plaintiff for purposes of the Texas-resident exception unless
    the defendant shows the next friend was appointed in bad faith. We disagree.
    12
    Considering this language in the context of chapter 71 as a whole, as we must, we read this
    exclusion to apply to the prosecution of a wrongful-death action by an executor or administrator
    under subsection 71.004(c). Section 71.004 provides:
    (a) An action to recover damages [for wrongful death] is for the exclusive benefit of
    the surviving spouse, children, and parents of the deceased.
    (b) The surviving spouse, children, and parents of the deceased may bring the action
    or one or more of those individuals may bring the action for the benefit of all.
    (c) If none of the individuals entitled to bring an action have begun the action within
    three calendar months after the death of the injured individual, his executor or
    administrator shall bring and prosecute the action unless requested not to by all those
    individuals.
    An executor or administrator thus has express statutory authority to bring an action that wrongful-
    death beneficiaries could have brought but chose not to. When that happens, the executor or
    administrator—i.e., the personal representative—is the only possible party plaintiff.10 See In re Ford
    Motor 
    Co., 442 S.W.3d at 281
    (noting that a personal representative qualifies as a party “seek[ing]
    recovery of damages for personal injury to or the wrongful death of another person” (quoting TEX .
    CIV . PRAC. & REM . CODE § 71.051(h)(2))). In turn, the bad-faith exclusion precludes such a plaintiff
    from taking advantage of the Texas-resident exception when he accepted the appointment “in bad
    faith for purposes of affecting in any way the application of this section.” 
    Id. § 71.051(h)(2).
    10
    Section 71.012 is also instructive. Entitled “Qualification of Foreign Personal Representative,” section 71.012
    provides that, when an executor or administrator of a nonresident’s estate “is the plaintiff” in a wrongful-death action,
    that “foreign personal representative” need not apply for letters testamentary “to bring and prosecute the action” so long
    as he has complied with the statutory requirements for the probate of a foreign will. T EX . C IV . P RAC . & R EM . C O DE
    § 71.012. This lends further support to our interpretation of “personal representative,” as used in the Texas-resident
    exception, to apply to executors or administrators exercising their authority to sue under subsection 71.004(c). See also
    T EX . E ST . & G’SH IP C O D E § 22.031(a) (defining “personal representative” to include: an executor and independent
    executor; an administrator, independent administrator, and temporary administrator; and their successors).
    13
    The court of appeals’ overly broad reading of the bad-faith exclusion stretches the definition
    of plaintiff beyond the breaking point. If the term “personal representative” as used in section
    71.051 were broad enough to include a next friend, we see no principled reason why it would not
    also include a guardian ad litem, an attorney ad litem, or an amicus attorney.11 See 
    Morgan, 157 U.S. at 198
    (noting that a next friend resembles a guardian ad litem). Yet it would be absurd to classify
    a guardian ad litem as a plaintiff, and, for the reasons discussed above, it makes no more sense to
    so classify a next friend. We note that, had the children at issue been adults when suit was filed, the
    Texas-resident exception clearly would not have applied. Allowing them to take advantage of the
    exception and maintain a suit in Texas merely because they are minors who lack capacity to
    represent themselves in litigation defies logic as well as the statute’s plain language and purpose.
    In sum, we hold that the Texas-resident exception does not foreclose dismissal of this action
    for forum non conveniens. Accordingly, we turn to whether the forum-non-conveniens factors
    mandate dismissal.
    B. Application of Forum-Non-Conveniens Factors
    As noted above, the forum-non-conveniens statute mandates the stay or dismissal of a
    personal-injury or wrongful-death action when the court “finds that in the interest of justice and for
    the convenience of the parties [the action] would be more properly heard in a forum outside this
    state.” TEX . CIV . PRAC. & REM . CODE § 71.051(b). In short, the statute requires dismissal of a case
    11
    Next friends generally are not appointed. They simply act on behalf of the minor unless and until the court
    steps in to protect the minor in the event of a conflict of interest. T EX . R. C IV . P. 44, 173; see also Saldarriaga v.
    Saldarriaga, 121 S.W .3d 493, 498 (Tex. App.— Austin 2003, no pet.) (noting that Rule 44 “does not provide for any
    kind of procedure for the appointment of a next friend,” but “merely gives minors and incapacitated persons the ability
    to sue and appear by a representative”).
    14
    that “has no significant connection to the forum.” In re Pirelli Tire, LLC, 
    247 S.W.3d 670
    , 675–76
    (Tex. 2007).
    The statute lists six factors for consideration in evaluating a forum-non-conveniens motion.
    Specifically, the court must consider whether:
    (1) an alternate forum exists in which the claim or action may be tried;
    (2) the alternate forum provides an adequate remedy;
    (3) maintenance of the claim or action in the courts of this state would work
    a substantial injustice to the moving party;
    (4) the alternate forum, as a result of the submission of the parties or
    otherwise, can exercise jurisdiction over all the defendants properly joined to the
    plaintiff’s claim;
    (5) the balance of the private interests of the parties and the public interest of
    the state predominate in favor of the claim or action being brought in an alternate
    forum, which shall include consideration of the extent to which an injury or death
    resulted from acts or omissions that occurred in this state; and
    (6) the stay or dismissal would not result in unreasonable duplication or
    proliferation of litigation.
    
    Id. § 71.051(b)(1)–(6).
    Our decision in Pirelli Tire guides the application of these factors to this
    case.
    The facts of the two cases are strikingly similar. Pirelli Tire involved an alleged tire failure
    leading to a rollover accident in Mexico that caused the death of a Mexican resident who was in the
    truck at the time of the 
    accident. 247 S.W.3d at 673
    . Two years before the accident, a Texas
    dealership had purchased the truck at an auction in another state and sold it eleven days later to a
    Mexican citizen who imported it into Mexico the same day, where it was used and serviced until the
    15
    accident. 
    Id. The tire
    was not manufactured in Texas, and the tire’s manufacturer, Pirelli Tire, was
    not formed in Texas, nor did it maintain its principal place of business here. 
    Id. The decedent’s
    family sued Pirelli Tire for negligence and strict liability in designing and manufacturing the tire.
    
    Id. Pirelli Tire
    filed a motion to dismiss for forum non conveniens, which the trial court denied. 
    Id. Applying the
    factors listed above, we granted Pirelli Tire’s petition for writ of mandamus.
    We held that Pirelli Tire had demonstrated the availability of an adequate forum by stipulating that
    it would submit to personal jurisdiction in Mexico and would not assert a statute-of-limitations
    defense, and that Mexico was not rendered an inadequate forum merely because its laws may have
    been “less favorable” to the plaintiffs. 
    Id. at 677–78.
    We also held that private-interest factors
    favored a Mexican forum, noting that “key evidence and witnesses concerning damages [were] in
    Mexico,” including a witness to the accident, the accident investigators and medical personnel,
    witnesses most likely to be familiar with the condition and maintenance of the truck and the tire, the
    truck’s owner, and the accident scene itself. 
    Id. at 678–79.
    We also noted that evidence concerning
    the tire’s design and manufacture was in Georgia or Iowa, not Texas. 
    Id. at 679.
    Finally, we held
    that the public interests involved “strongly favor[ed] Mexico,” as Mexico has a “paramount” interest
    in seeing that its citizens are compensated for their injuries as well as interests in the safety of
    Mexican highways and products within its borders. 
    Id. We concluded
    that “it is unfair to impose
    upon the citizens of [the Texas forum county] the cost and administrative burden of a complex
    products-liability suit with no significant connection to Texas.” 
    Id. Like Pirelli
    Tire, this case involves: Mexican citizens and residents involved in a car accident
    in Mexico; an alleged failure of a tire manufactured in the United States, but not in Texas; and brief
    16
    ownership of the subject vehicle by a Texas dealership approximately two years before the accident,
    followed by ownership and maintenance of the vehicle in Mexico. Also like Pirelli Tire, key
    evidence and witnesses relating to the accident, the vehicle, the tire, and damages are in Mexico, and
    the evidence concerning the tire’s design and manufacture may be in the United States, but it is not
    in Texas. These similarities would seem to render Pirelli Tire dispositive of the forum-non-
    conveniens analysis.12 However, Rodriguez argues that this case is distinguishable from Pirelli Tire
    because of the presence of Texas defendants in the suit. As noted above, in addition to Bridgestone,
    the plaintiffs sued the Texas dealership—and its individual owners—that had owned the Explorer
    for two weeks in 2007 before selling it to a wholesaler for export to Mexico.13 The petition alleged
    that the dealership was liable for selling the vehicle with a recalled tire.
    Rodriguez asserts that Mexico’s courts lack personal jurisdiction over these defendants—one
    of whom has affirmatively stated that he will not submit to such jurisdiction—rendering Mexico an
    inadequate alternate forum. See TEX . CIV . PRAC . & REM . CODE § 71.051(b)(4) (requiring
    consideration of whether “the alternate forum, as a result of the submission of the parties or
    otherwise, can exercise jurisdiction over all the defendants properly joined to the plaintiff’s claim”).
    We need not address whether a showing that the Mexico courts lack jurisdiction over the Gutierrez
    12
    W e found that the trial court had abused its discretion in Pirelli Tire even though the applicable version of
    the forum-non-conveniens statute permitted, but did not require, the trial court to dismiss for forum non conveniens when
    it found no significant connection to Texas under the enumerated factors. See Act of May 27, 1997, 75th Leg., R.S., ch.
    424, § 1, sec. 71.051, 1997 Tex. Gen. Laws 1680, 1680, amended by Act of June 2, 2003, 78th Leg., R.S., ch. 204,
    § 3.04, sec. 71.051, 2003 Tex. Gen. Laws 847, 854. As amended in 2003, the current version of the statute requires
    dismissal upon such a finding. T EX . C IV . P RAC . & R EM . C O DE § 71.051(b).
    13
    The plaintiffs in Pirelli Tire initially sued both Pirelli and the Texas dealership that had briefly owned the
    vehicle. 247 S.W .3d at 673 n.1. However, the plaintiffs nonsuited the dealer in exchange for Pirelli Tire’s agreement
    not to remove the case to federal court. 
    Id. The dealer
    thus played no role in our forum-non-conveniens analysis.
    17
    defendants would be dispositive of the forum-non-conveniens analysis because the only record
    evidence on the subject is that such jurisdiction exists.14 Bridgestone’s Mexican-law expert testified
    that the Mexico courts would have jurisdiction over all defendants, both because Bridgestone had
    agreed to submit to Mexico’s jurisdiction and because the “denial of justice” doctrine allows a
    Mexico court to “seize jurisdiction” if a foreign court has rejected a case on forum-non-conveniens
    grounds. Rodriguez did not designate an expert to counter these conclusions and thus presented no
    evidence to support his interpretation of Mexican law. Accordingly, the presence of the Texas
    defendants does not meaningfully distinguish this case from Pirelli Tire for purposes of evaluating
    the adequacy of the alternate forum as part of the forum-non-conveniens analysis.15
    As they did in Pirelli Tire, the forum-non-conveniens factors “clearly and overwhelmingly
    favor a Mexican forum for resolution of this 
    dispute.” 247 S.W.3d at 679
    . Accordingly, we hold
    that the trial court abused its discretion in denying Bridgestone’s motion to dismiss.
    14
    Factually, Rodriguez’s inclusion of claims against the dealership does not provide much of a distinction from
    Pirelli Tire. Notably, neither the New Jersey dealer that sold the Explorer to the Texas dealership nor the wholesaler
    that imported the car to Mexico were sued, even though it is unclear when the tire at issue was put on the Explorer. The
    principal claims in the case involve the allegedly defective design and manufacture of the failed tire. As in Pirelli Tire,
    “[t]he happenstance that the truck was in Texas for [less than a month] before it was sold and imported to Mexico is
    simply insufficient to provide Texas with any interest in this case.” 
    Id. at 679.
    15
    To the extent Rodriguez claims Mexico is an inadequate forum because the defendants have not waived any
    limitations defenses, we agree with Bridgestone that the record does not support this assertion. Leaving aside that
    Rodriguez did not make this argument in the trial court, nothing in the record suggests that Mexican law differs from
    Texas law on the running of limitations on a minor’s claim. T EX . C IV . P RAC . & R EM . C O D E § 16.001(a)(1), (b) (stating
    that the statute of limitations on a minor’s claims does not begin to run until the minor turns eighteen). W hile we do not
    necessarily presume that the laws of Mexico and Texas are identical, at best the absence of evidence in the record renders
    us unable to evaluate Rodriguez’s implied assertion that statute-of-limitations issues affect the forum-non-conveniens
    analysis.
    18
    III. Conclusion
    We hold that Texas law allows minors to sue by next friend when they have a legal guardian
    who is not authorized to sue in Texas in that capacity. We also hold that a next friend is not a
    plaintiff for purposes of the forum-non-conveniens statute’s Texas-resident exception. Finally, we
    hold that application of the forum-non-conveniens factors mandates dismissal of this case as a matter
    of law. Accordingly, we conditionally grant Bridgestone’s petition for writ of mandamus and order
    the trial court to vacate its order denying Bridgestone’s motion to dismiss. We further order the trial
    court to “set terms and conditions for . . . dismissing [this] action . . . as the interests of justice may
    require, giving due regard to the rights of the parties to the claim or action,” in a manner that is
    consistent with this opinion. TEX . CIV . PRAC. & REM . CODE § 71.051(c). The writ will issue only
    if the trial court fails to comply.
    _________________________________
    Debra H. Lehrmann
    Justice
    OPINION DELIVERED: April 24, 2015
    19