in Re Arnold & Itkin, L.L.P., Beck Redden, L.L.P., Albritton Law Firm, Kurt Arnold, Cory Itkin, Jason Itkin, Russell Post, Fields Alexander, Jas Brar and Eric Albritton , 501 S.W.3d 214 ( 2016 )

Opinion issued August 9, 2016
In The
Court of Appeals
For The
First District of Texas
————————————
NO. 01-15-00989-CV
———————————
ARNOLD & ITKIN, L.L.P., BECK REDDEN LLP, ALBRITTON LAW
FIRM, KURT ARNOLD, CORY ITKIN, JASON ITKIN, RUSSELL POST,
FIELDS ALEXANDER, JAS BRAR, AND ERIC ALBRITTON, Appellants
V.
MARIA SANTOS LOPEZ DOMINGUEZ, INDIVIDUALLY AND AS NEXT
FRIEND OF KAREN MARIEN ANDRADE LOPEZ, ET AL., Appellees
Proceeding on Petition for Permissive Appeal
and
————————————
NO. 01-15-00990-CV
———————————
IN RE ARNOLD & ITKIN, L.L.P., BECK REDDEN LLP, ALBRITTON
LAW FIRM, KURT ARNOLD, CORY ITKIN, JASON ITKIN, RUSSELL
POST, FIELDS ALEXANDER, JAS BRAR, AND ERIC ALBRITTON,
Relators
Petition for Writ of Mandamus
OPINION
In this appeal, we determine whether a claim for legal malpractice is ripe for
adjudication. In the underlying state court action, the clients have sued their former
lawyers for the lawyers’ alleged negligence in handling their federal court personal
injury cases. The federal court dismissed the clients’ personal injury cases, ruling
that Mexico was the proper forum for those suits. But the federal court conditioned
its dismissal on a return jurisdiction clause, should the Mexican courts refuse to
exercise jurisdiction over the personal injury claims when properly presented. By a
petition for a writ of mandamus and a request for a permissive interlocutory appeal,
the defendant lawyers challenge the trial court’s denial of their plea to the
jurisdiction, in which they contended that the clients have not presented a legal injury
ripe for adjudication. We hold that the clients’ legal malpractice claims are not ripe
for adjudication. We therefore grant mandamus relief. We dismiss the request for a
permissive interlocutory appeal as moot.
BACKGROUND
In the federal court personal injury case, the clients, who are citizens of
Mexico, sued several American companies and individuals for injuries and deaths
that occurred in an accident on a drilling rig in Mexican waters. The clients alleged
various causes of action, including products liability and wrongful death, based on
2
Texas state law, general federal and international maritime law, the Jones Act, and
Mexican law.
A. Proceedings in Federal Court and in the Mexican Courts
In the federal personal injury suit, the clients were represented by lawyers with
the firm Arnold & Itkin, L.L.P. and the Albritton Law Firm, who are relators in this
mandamus proceeding. The personal injury defendants in the federal suit moved to
dismiss the federal action on the basis of forum non conveniens. They argued that
Mexico is the proper forum for the clients’ personal injury claims because the clients
are Mexican citizens who resided in Mexico and the accident occurred offshore of
Mexico. Lawyers with relator Beck Redden L.L.P. were retained to assist the clients
in federal court in opposing the motion to dismiss. In September 2010, the federal
district court consolidated the personal injury lawsuits for the purpose of briefing
and deciding the forum non conveniens issue and other issues common to each case.
The federal court then dismissed the clients’ state law claims with prejudice,
ruling that any state law claims were preempted by the Jones Act. The federal court
also dismissed the clients’ federal maritime claims, but without prejudice, because
“[p]laintiffs failed to allege that there was no available remedy in Mexico, as
required to pursue a federal maritime claim under the Jones Act.”1
1
The Jones Act provides that plaintiffs cannot maintain a civil action for death or other
injury under the Jones Act or under any other maritime law of the United States if: (1) the
individual suffering the injury or death was not a citizen or permanent resident alien of the
3
The clients then amended their complaint and abandoned their federal
maritime claims, but they continued to allege state law claims and claims under
Mexican law. The federal court again dismissed the state law claims because they
were preempted by the Jones Act.
In April 2011, the federal court then conditionally granted the personal injury
defendants’ motion to dismiss for forum non conveniens.2 As a condition to granting
the dismissal, the court required the personal injury defendants to stipulate that they
would “appear and submit themselves to the jurisdiction of a Mexican federal or
state court, waiving any jurisdictional defenses they might normally possess” and
would “waive any statute of limitations defense that they did not possess as of the
date each of the seven cases was originally filed.” The personal injury defendants
complied by filing a stipulation in federal court in which they stipulated that they
would agree to submit to jurisdiction in Mexico, waive any statute of limitations and
United States at the time of the incident giving rise to the action; (2) the incident occurred
in the territorial waters or waters overlaying the continental shelf of a country other than
the United States; and (3) the individual suffering the injury or death was employed at the
time of the incident by a person engaged in the exploration, development, or production of
offshore mineral or energy resources. 46 U.S.C.A. § 30105(b). However, this prohibition
does not apply if “the individual bringing the action establishes that a remedy is not
available under the laws of (l) the country asserting jurisdiction over the area in which the
incident occurred or (2) the country in which the individual suffering the injury or death
maintained citizenship or residency at the time of the incident.” 46 U.S.C.A. § 30105(c).
2
The Honorable Ron Clark granted the motion on May 29, 2009. He subsequently recused
himself. After the recusal, Judge Clark’s order was vacated and the consolidated case was
assigned to the Honorable T. John Ward. Judge Ward subsequently granted the motion to
dismiss on April 20, 2011.
4
laches defenses, agree to discovery in Mexico, and make all witnesses and
documents available in Mexico. Accordingly, the federal court entered a final order
conditionally dismissing the case. The court’s dismissal order included a return
jurisdiction clause, providing that:
Should the courts of Mexico refuse to accept jurisdiction of this
case for reasons other than Plaintiffs’ refusal to pursue an action
or to comply with the procedural requirements of Mexican
courts, this Court may reassert jurisdiction upon timely
notification of the same.
The clients did not appeal this May 4, 2011 order.
Between February and May of 2013, the lawyers refiled in Mexico eleven of
the more than eighty original cases. The Mexican courts rejected jurisdiction of the
cases on the basis that the filings failed to comply with Mexican procedural
requirements. In October 2013, the Lawyers filed a motion to reinstate the case in
the federal court, arguing that Mexico had rejected jurisdiction over the cases.3 In
May 2014, the federal court denied this motion, observing that “[b]ecause counsel
made no attempt to litigate those cases in Mexico in compliance with the court’s
Memorandum and Order, there is no basis upon which to reopen them here.” With
regard to the eleven cases that were refiled in Mexico, the federal district court found
that the clients “did not prosecute the cases in good faith.” Specifically, the district
3
Due to Judge Ward’s retirement, the reinstatement proceeding was heard by a third federal
judge, the Honorable Marcia Crone.
5
court found that the clients failed to (1) inform the Mexican courts of the personal
injury defendants’ stipulations consenting to jurisdiction; (2) inform the Mexican
courts of the federal court’s orders granting dismissal based on forum non
conveniens; and (3) translate copies of the stipulations and court orders for the
Mexican court. Accordingly, the court denied the clients’ motion to reinstate their
underlying lawsuits, and provided that the clients could “not seek reinstatement in
[the federal district court] unless and until they have pursued their claims in Mexico
with diligence and good faith, including seeking final appellate review of any
Mexican dismissal order.”
Several months after the federal court’s denial of the motion to reinstate the
clients’ cases, Arnold & Itkin withdrew from representing the clients. In its letter
withdrawing from representation, it noted that the federal court’s denial of the
clients’ motion to reinstate “provided a possibility that the cases could be brought in
the United States,” but expressed a belief that “the chances of the Court accepting
jurisdiction for these cases even after following all steps is remote.”
B. The State Court Malpractice Action
The clients did not re-file their claims in Mexico. Instead, alleging that any
further action in Mexico would be futile, the clients filed this malpractice action in
the Harris County District Court against the lawyers who represented them in the
federal suit. In this suit, they seek the recovery of their personal injury damages from
6
the lawyers based on the recovery they alleged they would have obtained had they
successfully remained in federal court in the United States.
The clients’ malpractice claim rests on allegations that (1) “the [l]awyers
negligently failed to allege that there was no available remedy in Mexico, as required
to pursue a federal maritime claim under the Jones Act” and (2) the lawyers
negligently failed to make meritorious arguments in support of their claim that
Mexico was not an available forum and was not adequate for adjudicating their case.
Absent the lawyers’ negligence, the clients allege, the federal court would not have
conditionally dismissed the case and the clients would have been allowed to proceed
in their chosen forum of the United States federal courts.
With respect to the ripeness of their malpractice action, the clients concede
that they do not plan to further pursue their cases in Mexico, but assert that pursuit
of the claims in Mexico would be futile, and thus the federal court’s return
jurisdiction clause is not an obstacle to their claim of immediate injury. In particular,
the clients contend that, although the personal injury defendants agreed to stipulate
to jurisdiction in Mexico and waive the statute of limitations, these stipulations and
waivers are invalid. Alternatively, the clients claim that the lawyers should have
appealed the federal court’s initial conditional dismissal order and that an appeal
would have been successful.
7
The lawyers responded to the clients’ malpractice suit with pleas to the
jurisdiction and, in the alternative, pleas in abatement. The lawyers argue that the
clients’ legal malpractice claims are not ripe for adjudication because the clients had
not suffered any injury and may not suffer any cognizable injury. They challenge the
clients’ disregard of the federal court’s return jurisdiction clause, which the lawyers
contend is an available remedy if Mexico truly is an unavailable forum, rather than
merely an undesirable one. The lawyers argue that any harm suffered by the clients
due to the lawyers’ alleged malpractice has not occurred and cannot be known
without a resolution of the clients’ underlying personal injury claims.
The trial court denied the lawyers’ jurisdictional pleas. The lawyers then
petitioned for mandamus relief and requested permission to file an interlocutory
appeal pursuant to section 51.014(d) of the Texas Civil Practice and Remedies Code.
TEX. CIV. PRAC. & REM. CODE. ANN. § 51.014(d) (West Supp. 2015); see also TEX.
R. APP. P. 28.3; TEX. R. CIV. P. 168. The clients have filed responses, including a
motion to dismiss the permissive appeal for lack of jurisdiction. Because the parties
submitted briefing on the merits in connection with the petition for a writ of
mandamus, we approach the resolution of this issue in the mandamus context.
DISCUSSION
The lawyers contend that the trial court lacks jurisdiction over the malpractice
suit because the clients’ claims against the lawyers are not ripe for adjudication. To
8
be entitled to mandamus relief, a petitioner must show both that the trial court abused
its discretion and that there is no adequate remedy by appeal. See In re Prudential
Ins. Co., 148 S.W.3d 124, 135–36 (Tex. 2004). In this context, however, “[a] trial
court has no discretion in determining what the law is or applying the law to the
facts, even when the law is unsettled.” In re Brokers Logistics, Ltd., 320 S.W.3d 402,
405 (Tex. App.—El Paso 2010, orig. proceeding) (citing Prudential, 148 S.W.3d at
135).
I. The clients’ claims are not ripe because their alleged injury is based
on purely hypothetical events.
In determining whether a case is ripe, courts consider whether the facts are
sufficiently developed at the time a lawsuit is filed to show that an injury “has
occurred or is likely to occur, rather than being contingent or remote.” Waco Indep.
Sch. Dist. v. Gibson, 22 S.W.3d 849, 851–52 (Tex. 2000) (quoting Patterson v.
Planned Parenthood of Houston & Se. Tex., Inc., 971 S.W.2d 439, 442 (Tex. 1998)).
A case is not ripe when an alleged injury “depends on contingent or hypothetical
facts, or upon events that have not yet come to pass.” Id. Thus, for a claim to be ripe
for adjudication, a plaintiff must present an established injury that is not based upon
hypothetical facts. See id.
The clients contend that they have suffered a concrete injury because (1) they
have lost the ability to litigate their claims in their chosen forum of the United States;
(2) even if they can avail themselves of the return jurisdiction clause and reinstate
9
their claims in the United States, they must incur the expense of litigating their
claims in Mexico; and (3) the federal court also dismissed their federal maritime
claims, which clients argue are now barred by statutes of limitations. We discuss
these in turn.
A. The clients have not demonstrated a lost opportunity to litigate claims
in the United States as a legal injury.
The federal court dismissal order expressly allows the clients to seek
reinstatement of their claims in the United States if the Mexican courts refuse
jurisdiction of claims that are properly pursued in the Mexican courts. Given the
dismissal order’s return jurisdiction clause, the clients’ claim that they have lost the
opportunity to assert their claims in the United States relies upon an uncertain or
contingent future event that may not occur—namely, the federal court refusing to
reinstate those claims that may properly be brought in the United States. Although
the clients argue that seeking further relief in Mexico would be futile, they
admittedly have not sought that relief—and affirmatively state that they have
decided not to seek it. But they claim injury based upon the supposed event that the
Mexican courts would bar their claims when properly presented as instructed by the
federal court order. The clients fundamentally do not desire to proceed in Mexico,
where admittedly any pecuniary remedy is limited or non-existent under Mexican
law. But without that effort, any injury from the conditional order of dismissal due
10
to negligence (as opposed to the proper application of federal law) is purely
hypothetical.
In the event that their claims are improperly barred in Mexico, the clients
further contend, hypothetically, that the federal court would not reinstate the case.
Unlike other malpractice actions that are based on claims and defenses that are
presented and ruled upon, the clients in this case have opted not to further pursue
their suit in Mexico. Thus, they have not presented to the federal court a request for
reinstatement that complies with the conditions established in that court’s orders.
Although the case at hand concerns whether the legal malpractice claims are
ripe for adjudication, the Texas Supreme Court’s holding in In re Apex Towing Co.
and other limitations tolling cases like it are instructive. See 41 S.W.3d 118, 121
(Tex. 2001). In Apex Towing, the Texas Supreme Court held that the statute of
limitations for a legal malpractice action based on underlying litigation is tolled
pending the ultimate outcome of that underlying litigation. Id. In Apex, the plaintiffs
sued their law firm for mishandling the defense of a maritime personal injury
lawsuit. See id. at 118. In holding that limitations for the malpractice legal claims
were tolled, the court reaffirmed Hughes v. Mahaney & Higgins, 821 S.W.2d 154
(Tex. 1991), in which it held that the tolling of the statute of limitations on a
malpractice claim extends until all appeals on the underlying claim are exhausted or
the litigation is concluded. Id. at 119. The Court explained that limitations are tolled
11
because “the viability of [a legal malpractice] action depends on the outcome of the
underlying litigation.” Id. at 121.
The considerations in Apex are evident in this case: the viability of the legal
malpractice claims alleged by the clients depends on the outcome of personal injury
litigation in Mexico and in federal court, where the only procedural progress has
been the determination of a presumptive forum in Mexico. See id. The alleged
injuries are intertwined with and dependent upon further hypothetical adjudication
by both Mexican courts and the federal district court.
Similarly, in the context of accounting malpractice, the Texas Supreme Court
held that a cause of action for negligence based on the accountant’s use of the cash
instead of the accrual method of accounting for tax purposes did not accrue until the
Internal Revenue Service had assessed a tax deficiency. Atkins v. Crosland, 417
S.W.2d 150, 153 (Tex. 1967) (holding that cause of action for malpractice “did not
arise until the tax deficiency was assessed” because “[p]rior to assessment the
plaintiff had not been injured.”); see also Street v. Honorable Second Court of
Appeals, 756 S.W.2d 299, 302 (Tex. 1988) (liability in Stowers action accrued when
final judgment was rendered in underlying suit regardless of pending appeals
because final judgment placed insured at risk for paying it).
In addressing the ripeness question in the legal malpractice context, the Dallas
Court of Appeals relied on Atkins to observe that “[w]here the misfeasance or
12
nonfeasance is intertwined with an adjudicative process that is necessary to complete
invasion of the protected interest, injury is not suffered until an adjudicative decision
is made.” Rothrock v. Akin, Gump, Hauer & Feld, 1994 WL 183318, at *7 (Tex.
App.—Dallas May 11, 1994, no pet.) (citing Atkins, 417 S.W.2d at 153 (cause of
action for accountancy malpractice did not accrue until tax deficiency was
assessed)); see also Philips v. Giles, 620 S.W.2d 750, 751 (Tex. Civ. App.—Dallas
1981, orig. proceeding) (cause of action for legal malpractice arising from
negligently rendered tax advice would not accrue, if at all, until deficiency assessed).
In Rothrock, the court held that a debtor in bankruptcy had no cause of action for
legal malpractice until the bankruptcy court denied discharge of his debts; thus, he
had individual standing to bring the claims because they arose after he had filed
bankruptcy. See Rothrock, 1994 WL 183318, at *9. We agree with our sister court’s
analysis, which looks to determine whether the injury has been sustained rather than
the possibility that it will be sustained based on hypothetical future rulings. See id.;
Philips, 620 S.W.2d at 751; see also In re Tex. Collegiate Baseball League, Ltd.,
367 S.W.3d 462, 468 (Tex. App.—Fort Worth 2012, org. proceeding) (granting
mandamus relief in legal malpractice action because fee claims, like malpractice
claims, were not mature where underlying litigation was not resolved).
The two cases that the clients rely on in support of their argument presented
an actual injury. In Vanderwyest v. Boudreaux, a judgment creditor filed a
13
negligence claim against a county clerk for approving an insufficient supersedeas
bond. No. 01–02–00928–CV, 2003 WL 22255833, at *1 (Tex. App.—Houston [1st
Dist.] Oct. 2, 2003, pet. denied). The judgment creditor claimed the lost ability to
collect on the judgment from the surety as a concrete injury. See id. at *4. The county
filed a plea to the jurisdiction, arguing that the judgment creditor’s negligence claim
was not ripe. Id. at *2, *4. Our court held that the lost ability to execute on the
judgment was an injury that was not contingent upon a future event—the judgment
had been obtained at that point and the amount of the bond was insufficient to meet
it. Id. The fact that the judgment might later be set aside did not undo the existing
injury. Unlike the injury claimed in Vanderweyst, the clients in this case have
forgone the opportunity to pursue their claims to a resolution due to the
undesirability of a Mexican forum; they have not obtained an adjudicative decision
on their personal injury claims, because the adjudication stopped with the
determination of a forum. We reject the concept of a hypothetical adjudicative
decision as a basis for demonstrating a cognizable injury in a malpractice case. See
Rothrock, 1994 WL 183318 at *8.
The clients’ second case, Rhodes v. Batilla, is similarly distinguishable. 848
S.W.2d 833 (Tex. App.—Houston [1st Dist.] 1993, writ denied). There, the
Fourteenth Court of Appeals upheld a malpractice action against an attorney whose
negligent handling of a tax matter resulted in an assessment by the Internal Revenue
14
Service. Id. at 842. The court noted that “there was no requirement that [plaintiff]
appeal the final assessment by the IRS in order to establish the open and obvious
malpractice committed by appellant.” Id. In Rhodes, however, the injury arising
from the alleged malpractice—a tax assessment—had occurred. See id. Here, in
contrast, the clients’ claimed injury that they have lost the opportunity to pursue their
claims in the United States has not and may never occur because the dismissal for
forum non conveniens was subject to a return jurisdiction clause.
We agree with the clients that causation in legal malpractice cases may be
established through expert testimony regarding what the outcome would have been
but for the alleged malpractice. But expert testimony cannot establish a concrete
injury in the first instance. No client has lost the personal injury case; rather, the
adverse ruling in the underlying litigation is the determination between two forums,
conditioned on further events that have not come to pass because complying with
those conditions would require zealous advocacy in the less desirable forum.
Finally, the clients argue that “[e]ven if [their] claims are not barred in Mexico
and a Mexican court would accept jurisdiction . . . then the Clients have still suffered
some ‘concrete’ injury that is not contingent on any future events because, unlike
the discovery and procedural rules available to the Clients in the United States, the
courts in Mexico provide for very limited discovery and do not afford the Clients
with procedural safeguards . . . .” The clients essentially claim an injury based upon
15
Mexico being an inadequate forum to litigate their underlying claims. But the federal
courts, like the federal district court in this case, have found Mexico to be an
adequate forum, and the clients’ claimed injury is contrary to Texas Supreme Court
authority similarly finding Mexico to be an adequate forum. See, e.g., In re Pirelli
Tire, L.L.C., 247 S.W.3d 670, 678 (Tex. 2007) (holding Mexico to be available and
adequate forum after rejecting arguments that forum was inadequate due to
restrictions on discovery and damages); accord In re Bridgestone Ams. Tire
Operations, LLC, 459 S.W.3d 565, 575-77 (Tex. 2015). To the extent that the
clients’ alleged injury is the fundamental inadequacy of Mexican law, this
inadequacy has been rejected as a basis for commanding a forum in the United States
and Texas courts. Accordingly, we hold that it cannot serve as a cognizable legal
injury in a legal malpractice claim.
B. The clients’ alleged litigation expense injury is a contingent claim.
The clients further allege that, even if they eventually avail themselves of the
return jurisdiction clause in the dismissal order, they are injured by the lost
opportunity to pursue their claims in the United States without first litigating in
Mexico. The clients argue that the lawyers caused this injury by their “failure to
assert proper evidence and argument in response to the forum non conveniens motion
or, alternatively, timely appeal the dismissal” which will cause the expenditure of
“time, effort and money in the form of attorney’s fees and costs in exhausting their
16
remedies in Mexico which the Clients allege (and prove) will be futile.” This alleged
injury is hypothetical and speculative because the clients have not further pursued
their claims in Mexico and thus have not—and may never—incur such expenses.
See Tex. Collegiate Baseball League, 367 S.W.3d at 468 (rejecting argument that
fee claim was mature when underlying litigation was unresolved).
C. The claims relating to the inadequacy of the arguments advanced in
the federal suit are not ripe given the federal court’s disposition.
Finally, the clients argue that, even if the return jurisdiction clause renders
their malpractice action unripe, they have alleged an injury resulting from the federal
court’s dismissal of their federal maritime claims. The clients acknowledge that the
dismissal of these claims was without prejudice to their refiling them, but argue that
(1) these claims are barred by statutes of limitations and cannot be re-filed, and (2)
unlike the dismissal of the Mexican law claims on the basis of forum non conveniens,
the dismissal of their claims was not subject to the return jurisdiction clause.
This aspect of the clients’ claim rests on their contention that their maritime
claims are now barred by statutes of limitations and are not subject to the return
jurisdiction clause. Both contentions present a hypothetical ruling by the federal
court that the personal injury defendants’ limitations waivers apply to claims filed
in Mexico only and are inapplicable to the claims that the clients brought in the
United States before the federal court sent the case to Mexico. But the limitations
waiver, on its face, contains no such limitation: the federal court stipulation provides
17
that “[the personal injury defendants] agree to waive any statute of limitations or
laches defense that they did not possess as of the date this lawsuit was originally
filed.” A return jurisdiction clause would be of little use if limitations ran in the
United States while the clients pursued their claims in Mexico as required by the
dismissal order. Because (1) a waiver of limitations is in place in the personal injury
suit, and (2) no court has ruled that any of the clients’ personal injury claims are
time-barred, the clients have failed to demonstrate a concrete injury based upon the
dismissal without prejudice of the federal maritime claims.4
II. The lawyers are entitled to mandamus relief.
Mandamus is available to resolve a denial of a plea to the jurisdiction when
one court actively interferes with the exercise of jurisdiction by a court possessing
dominant jurisdiction, see In re Puig, 351 S.W.3d 301, 306 (Tex. 2011), and when
the size and complexity of the litigation indicate that it may be a prudent use of
judicial resources to permit a preliminary resolution. See In re E.I. du Pont de
Nemours & Co., 92 S.W.3d 517, 524 (Tex. 2002). An appellate remedy is adequate,
4
We note, as the federal court did, that the Jones Act requires dismissal of claims brought
by foreign nationals in these circumstances. Under the Jones Act, when foreign nationals
sue for injuries sustained in a foreign territory, remedies under the Jones Act and United
States maritime law are available only if neither the jurisdiction where the accident
occurred nor the jurisdiction where the injured persons reside affords a remedy. See 46
U.S.C.A. § 30105(b), (c); Stier v. Reading & Bates Corp., 992 S.W.2d 423, 431-33 (Tex.
1999). Mexico is an acknowledged available forum. See Bridgestone Ams. Tire Operations,
459 S.W.3d at 575-77; Pirelli Tire, 247 S.W.3d at 677-78.
18
on the other hand, when the “benefits to mandamus review are outweighed by the
detriments.” Prudential, 148 S.W.3d at 136. The Texas Supreme Court favors
mandamus review to:
preserve important substantive and procedural rights from
impairment or loss, allow the appellate courts to give needed and
helpful direction to the law that would otherwise prove elusive
in appeals from final judgments, and spare private parties and the
public the time and money utterly wasted enduring reversal of
improperly conducted proceedings.
Id. Among other things, courts should consider “the impact on the legal system” in
determining whether mandamus relief is appropriate. Id. at 137. The plea to the
jurisdiction in this case addresses the central issue of whether there is an injury ripe
for adjudication and involves yet a third forum for seeking a remedy for underlying
personal injury claims that have never been fully adjudicated. A trial on the
malpractice claims would require that the trial court determine whether (1) courts in
Mexico would accept jurisdiction over the underlying personal injury claims when
properly presented and (2) the federal district court would allow the claims to be
reinstated under the return jurisdiction clause. Both constitute hypothetical rulings.
Because we hold that the malpractice claims are not ripe, a complex trial on these
claims would be an unreasonable use of resources for both the judicial system and
the parties. See E.I. du Pont de Nemours & Co., 92 S.W.3d at 524; see also Tex.
Collegiate Baseball League, 367 S.W.3d at 468 (granting mandamus relief in legal
malpractice case where cause of action had not matured).
19
Finally, the trial judge has certified that the question presented in this
mandamus and by the accompanying interlocutory appeal is one that is outcome
determinative. Although we dismiss the petition for permissive appeal as moot, we
note that the arguments in favor of accepting the permissive appeal similarly suggest
that mandamus relief would be appropriate. Whether brought as a mandamus
petition or as an interlocutory appeal, the issue of whether a dismissal for forum non
conveniens with a return jurisdiction clause presents an injury ripe for adjudication
has not been addressed by Texas courts and “is likely to recur.” In re Team Rocket,
L.P., 256 S.W.3d 257, 262 (Tex. 2008) (noting in granting mandamus that petition
involved legal issue “that is likely to recur”). Accordingly, we hold that mandamus
relief is an available remedy for determining the question of ripeness in this case.
CONCLUSION
We conditionally grant mandamus relief and direct the trial court to vacate its
order denying the lawyers’ plea to the jurisdiction and grant the plea. The writ will
issue only if the trial court fails to comply with this order. We dismiss the petition
for permissive appeal as moot.
Jane Bland
Justice
Panel consists of Justices Bland, Brown, and Lloyd.
20