The Texas Supreme Court is taking comments on its rewritten summary judgment Rule 166a before the rule goes into effect on March 1. To help practitioners understand its implications, hosts Jody Sanders and Todd Smith provide context for the rewrite and take a deep dive into the rule’s requirements. Tune in as they break down, among other details, how the rule defines traditional and no-evidence summary judgments, what it requires when those motions are combined, and how it changes the timing of the non-movant’s response to within 21 days after the motion is filed.
As Jody explains, the Court concluded that summary judgment motions “were either sitting around too long without being heard or without being ruled upon” and set out to address that problem. Todd adds, “This is a huge change from the old rule” that will “require non-movants to be far more proactive in getting their responses done and ready than they were before.”
Email your comments about Rule 166a to rulescomments@txcourts.gov by February 28.
Connect and Learn More
☑️ Todd Smith | LinkedIn | X | Bluesky
☑️ Jody Sanders | LinkedIn | X | Bluesky
☑️ Texas Appellate Law Podcast on LinkedIn | X | Instagram | Bluesky
☑️ Texas Appellate Counsel PLLC
☑️ Kelly Hart & Hallman, LLP | LinkedIn
☑️ Subscribe Apple Podcasts | Spotify | Amazon Music | YouTube
Produced and Powered by LawPods
Sponsored by Court Surety Bond Agency and Counsel Press
Welcome to the Texas
Appellate Law Podcast,
Speaker:the show that takes you inside the
Texas and federal appellate systems.
Speaker:Through conversations with judges, court
staff, top trial and appellate lawyers,
Speaker:academics, and innovators,
Speaker:we provide practical insights to help
you become a more effective advocate.
Speaker:Whether you're handling
appeals or preparing for trial,
Speaker:you'll discover strategies to sharpen
your arguments, innovate your practice,
Speaker:and stay ahead of the latest developments.
And now, here are your hosts,
Speaker:Todd Smith and Jody Sanders,
produced and powered by LawPods.
Speaker:Welcome back to the Texas Appellate
Law Podcast. I'm Jody Sanders. And I'm.
Speaker:Todd.
Speaker:Smith. And it's just the two
of us today. We're flying solo,
Speaker:but we have a topic that's fairly timely
and we wanted to get it out to y'all
Speaker:because it is currently in commentary
period with the Texas Supreme Court and we
Speaker:wanted to cover kind of the substance
and give some of our thoughts and make
Speaker:sure that people have plenty of time to
give their thoughts to the Supreme Court
Speaker:Rules Committee on this.
Speaker:And that is the new summary judgment
rule that the Texas Supreme Court
Speaker:promulgated right at the end of 2025.
Speaker:Yeah, that's right, Jody.
This is hot off the press.
Speaker:December 30th of 25 is when the court
issued miscellaneous docket number
Speaker:25-9106.
Speaker:Some folks who've been paying attention
know generally about the statutory
Speaker:changes that came about in the last
regular and one of the special sessions.
Speaker:I'll just mention those
statutes real quick.
Speaker:SB 293 was enacted on June 2nd, 2025,
Speaker:and the HB16 was enacted in August of 25,
Speaker:although the court's order
says August 26th of 26.
Speaker:Even the court gets to make
a typo from time to time. I.
Speaker:Can't fault them. I'm still writing
25 and we're into 26 already.
Speaker:I will be into March probably. Same.
But to get us back on track. Yeah,
Speaker:we kind of knew this was coming because
the legislature said Supreme Court,
Speaker:we want you to have rules in
st of: Speaker:And so while everybody was enjoying their
time off for between the Christmas and
Speaker:New Year's at the holiday time,
Speaker:Supreme Court issued this new
miscellaneous docket order,
Speaker:which is we've come to know and love
these more than ever before, I think,
Speaker:in recent times.
Speaker:And we'll get into the nitty gritty
of the statutes here in just a second.
Speaker:But with this rule revision,
Speaker:the court is calling for comments to
be submitted in writing at the email
Speaker:address listed in the order by February
28th. So we have a little time,
Speaker:but based on how it went
with the last set of orders,
Speaker:I think the newest rules of appellate
procedure were actually approved and
Speaker:adopted before the last day of the
comment period even expired. So-.
Speaker:Sooner may be better on this.
Speaker:Be sure and get your comments
in. Yeah, sooner is better.
Speaker:And we're going to talk
about some potential changes
that you and I have noted
Speaker:individually. But the interesting
thing about this rule,
Speaker:and then we'll go back in
time like we like to do,
Speaker:talk about the statute and
practice under rule 166A up to now.
Speaker:But the interesting thing about this rule,
Speaker:it contrasts with some other recent
rule changes that the Supreme Court has
Speaker:brought about is that it
is a complete rewrite.
Speaker:They didn't even put out a red line.
And so we'll get into the details there.
Speaker:I suppose we could give even a little
bit of history, kind of set the stage,
Speaker:talk about the last time there
was a major rewrite of Rule 166,
Speaker:which was at the same time that the rules
of appellate procedure were adopted in
Speaker:September of 1997. And that was
when the Supreme Court for the first
Speaker:time adopted what will
soon be former Rule 166AI,
Speaker:the no evidence summary judgment rule.
And that was a big deal at the time.
Speaker:I won't bore everyone with how long I've
been licensed and all the experience
Speaker:I've had over the years and
watching these rules rewrites.
Speaker:I did that with the petition for
review process and new rules there.
Speaker:But this was all happening around the
same time. If you listen to that episode,
Speaker:September one of 97,
Speaker:the court adopted for the first time
a no evidence summary judgment rule,
Speaker:which again, as we've talked about before,
Speaker:was intended to bring our rules more in
line with what the federal courts do and
Speaker:put some structure on how to go
about challenging an opposing party's
Speaker:case, a claim or defense
on no evidence grounds.
Speaker:And that is over the last almost 30
years become ingrained in our practice.
Speaker:And in doing some digging around
for preparing for today's episode,
Speaker:I was reminded, I'd forgotten
about this, that that change,
Speaker:adopting no evidence motions
wasn't without some controversy.
Speaker:And even the order adopting it,
Speaker:there were a couple of dissents among
the justices at the time for a couple
Speaker:different reasons. But all that's
now water under the bridge.
Speaker:We've got complete rewrite
of the rule. And so Jody,
Speaker:why don't you kind of take us through
the high points of the statute and maybe
Speaker:what the court's motivation
was? Well, it's not the court,
Speaker:I guess it really is
motivated. It's alleged.
Speaker:And that's what we have to remember here
is this new rule comes about because of
Speaker:these statutes and the
legislature has the power and
Speaker:authority when it enacts statutes
to tell the Supreme Court, "Hey,
Speaker:we need you to adopt some rules that
implement this. " And we've seen that over
Speaker:and over again on procedural issues that
the legislature has gotten involved in.
Speaker:But let me kick it over to you and let
you kind of set the stage further on what
Speaker:we're going to talk about and when
we get into the details of the rule.
Speaker:Sure.
Speaker:So it started this summer in the
regular session of the legislature
Speaker:with SB 293 and SB 293 was an
Speaker:act that had to do with the discipline
of judges, judicial compensation,
Speaker:reporting of transparency and all of that,
Speaker:which doesn't seem like a place where you
would put a new summary judgment rule,
Speaker:but I think it kind of fits into
the overall view of the legislature,
Speaker:which seems to be the judges need
more accountability and transparency.
Speaker:And so this is where you find it
right up at the very beginning,
Speaker:they created a new procedural
statute that at the time in that bill
Speaker:said that a court had to hear
oral argument or on submission,
Speaker:a summary judgment motion 45 days
after the response was filed,
Speaker:which is not the rule as you'll hear.
Speaker:And then it had to be done and ruled
upon 90 days after the argument.
Speaker:And then it went through and said that
the court had to make some docket entries
Speaker:and the OCA had to prepare some reports
all in the service of this idea of sort
Speaker:of judicial transparency
and accountability.
Speaker:And I'm not going to go all
the way through that statute,
Speaker:but another thing that I
thought was interesting when
looking through there that
Speaker:kind of reinforces this is if you look
at amendments to the government code
Speaker:relating to the Judicial
Conduct Commission,
Speaker:one of the things that now subjects
these judges to discipline is will for
Speaker:persistent and unjustifiable failure
to timely execute the business of the
Speaker:court, which includes
failure to meet deadlines,
Speaker:performance measures or
standards or clearance rate
requirements set by statute,
Speaker:administrative rule or
binding court order,
Speaker:which I think includes these new
summary judgment orders and statistics.
Speaker:So it's pretty clear that the court
thought that summary judgments were either
Speaker:sitting around too long without being
heard or without being ruled upon and went
Speaker:about to do something.
And if you go further down in the statute,
Speaker:they've added some requirements
about written reports,
Speaker:compiling information or district judges
actually have to report how much time
Speaker:they're spending in court, what they're
presiding over, the judicial duties,
Speaker:all that kind of stuff.
Speaker:Those are going to get circulated to
the legislature and members of the
Speaker:executive branch of government. That
is the background for all of this.
Speaker:So that got passed. Then
in the second session,
Speaker:HB number 16 actually amended the new
amendments to the rule even a little bit
Speaker:further and kind of changed some of the
deadlines and we'll go through in more
Speaker:detail,
Speaker:but it changed the setting and the
hearing requirements keyed off of when the
Speaker:motion was filed, not the response,
Speaker:and gave the court a little
bit of discretion in their
ability to set it later
Speaker:out, but no later than 90 days.
So that's where we got,
Speaker:and that was what the Supreme Court took
to the rules committee to come up with
Speaker:the new summary judgment rule that we're
going to go through in more detail.
Speaker:So it's just in the overall view of
judicial accountability and transparency.
Speaker:Right.
Speaker:I want to be sure if we haven't that we
mentioned or we identified the statute.
Speaker:It's Texas Government Code Section 23.303,
Speaker:and that is as it is currently
Speaker:the statute that's informing
what the Supreme Court has done,
Speaker:as Jody just indicated. And
before we get out of the gate,
Speaker:I wanted to mention a
few resources on this.
Speaker:We've looked at and that have informed
some of our thinking on where we're
Speaker:coming from,
Speaker:aside from both of us having decades
in practice and having handled a
Speaker:lot of summary judgments over the course
of our career and being intimately
Speaker:familiar with the way the process has
worked over the last ... Well, for me,
Speaker:since the original rule
was enacted, and Jody,
Speaker:a couple of decades for you now too. So
we'll link to these in the show notes,
Speaker:but very recently the litigation
section of the State Bar of Texas
Speaker:put out in its very fine
publication, The Advocate,
Speaker:an article by Gianna Ortiz and Jacob Fane,
Speaker:it's titled SB 293 and HB16,
Speaker:A Faster Track for Summary Judgments.
There's some good points and observations
Speaker:made in that piece,
Speaker:and it talks about some things that the
Supreme Court might do when it enacts a
Speaker:rule, knowing that the rule was coming,
Speaker:but the rule had not yet been
announced when this article came out.
Speaker:And so it's got some good background
to kind of supplement Jody's point.
Speaker:And I think it does suggest that, again,
Speaker:somebody in the legislature decided
that there needed to be stricter
Speaker:accountability on the part
of our trial judges in Texas.
Speaker:And that not only includes very broad
sort of reporting or timekeeping
Speaker:requirements that have not been
imposed up to now on our trial judges,
Speaker:but also specifically getting the summary
judgments ruled on because one thing
Speaker:that was a feature, maybe it was a
bug, not a feature of the old system,
Speaker:was that there really wasn't a deadline.
Speaker:The court never had a deadline to actually
rule on an MSJ. That was one of the
Speaker:rare instances, Jody,
Speaker:in which you would hear about a trial
judge getting mandamus on a summary
Speaker:judgment ruling that was
simply by failing to rule.
Speaker:Now I've always questioned the wisdom of,
Speaker:what do you think your ruling's going to
be if the judge is mandamus to rule? So
Speaker:it's a delicate matter, shall we
say. But the truth of the matter is,
Speaker:is that litigants expect they go to
the trouble to prepare an MSJ that it's
Speaker:going to get ruled on.
And whatever the reason,
Speaker:some trial judges weren't doing it timely,
Speaker:litigants didn't always have a
good reason to set the motion,
Speaker:which was what drove all the deadlines
under the old way. So with that, well,
Speaker:the other thing I was going to mention
in terms of other resources is Jerry
Speaker:Bullard did a paper and presented to
the appellate section a few months ago.
Speaker:Steve Hayes moderated that talk. And Jody,
Speaker:you were involved in putting
that together, I believe.
Speaker:I think that Judge Bullard's presentation
is posted and available on the State
Speaker:Bar Appellate Section's website. And
there was a really interesting discussion.
Speaker:A lot of questions came about because
there was that weird interim period where
Speaker:there was a statute that had been enacted
and was effective that imposed one set
Speaker:of deadlines. And at the time,
Speaker:we were still in that window
where the other statute, I think,
Speaker:hadn't become effective,
the amended version.
Speaker:So there was some real question
about which version applies,
Speaker:what are the deadlines?
We didn't have a rule.
Speaker:All that I think is mostly behind us now.
Speaker:Any MSJ filed now is going to be
the rule that the Supreme Court is
Speaker:considering is going to be the applicable
rule and it's going to be the process
Speaker:as it was amended in the special session.
Speaker:Tentatively starting March 1st
based on administrative order.
Speaker:Correct. So we've got a little
bit of lag, a few months lag.
Speaker:And I don't know about you, I just
argued an MSJ today, just this morning.
Speaker:And my experience in talking to trial
judges about this stuff is that they were
Speaker:very aware of those deadlines. They
know what's being imposed on them.
Speaker:And we even had a little chuckle because
the case I was in court on today was
Speaker:one that was not filed before the
December 13th, I think, deadline.
Speaker:And so it's handled in that interim
period and the court said, "Don't worry,
Speaker:I'm not going to take 90 days
to rule." Well, that's good.
Speaker:He was very astute and in tune
with what the statute requires.
Speaker:So in talking to other judges too,
Speaker:I don't know if this has been your
experience, they are well aware of this.
Speaker:And I think,
Speaker:but it's interesting because I think
it doesn't get as much discussion among
Speaker:practitioners. I know there are a
lot of folks that do know about it,
Speaker:folks like Judge Bullard in the appellate
section and now the litigation section
Speaker:have done a good job of putting
the information out there.
Speaker:But I think now that the Supreme
Court has put out its proposed order,
Speaker:it's time for everybody to
kind of get in line because ...
Speaker:And that's one of the reasons
why we wanted to record
this episode is because we
Speaker:have the vehicle to get together and
talk about this and we don't purport to
Speaker:know everything there is to know about
it at this point, but it's helpful to,
Speaker:I think, to kind of
start the conversation.
Speaker:And so with all of that
sort of preparatory stuff,
Speaker:why don't we get into the
meat and potatoes of the rule?
Speaker:We'll talk briefly maybe
about the definitions.
Speaker:I actually do want to talk
about this, so go ahead.
Speaker:Yeah. Okay. Well, we're
going to kind of, I think,
Speaker:flip back and forth on who takes
the lead on different topics,
Speaker:but because it's a brand new rule,
it's not redlined, as I said,
Speaker:I think this could be
considered dry in other circles,
Speaker:but I think it's actually beneficial for
us to go through it point by point and
Speaker:talk about it and talk about
any changes from the old rule,
Speaker:even though it's not redlined and
how it's going to affect practice.
Speaker:So why don't I just kind of kick us off
on the definitions? I won't read it,
Speaker:but basically the court
provides in subsection A,
Speaker:it defines what a traditional summary
judgment motion is and it defines what a
Speaker:no evidence summary judgment motion is.
Speaker:And I think a lot of the language you'll
notice from the new rule overall is
Speaker:familiar. It comes largely from
either the text of the old rule,
Speaker:and that specifically would
be referring to 166AC,
Speaker:which was the old traditional
summary judgment motion rule and AI,
Speaker:which was the no evidence rule
enacted in 97. In the old rule
Speaker:166AC,
Speaker:there really wasn't a label of calling
it a traditional motion within the rule,
Speaker:but that is what it came to be known as
because of the later amendment to adopt
Speaker:the no evidence component of
the summary judgment rule.
Speaker:And then later in 166AI,
Speaker:it actually was referred
to as a no evidence motion.
Speaker:So they're essentially just echoing
concepts that we see either within
Speaker:the previous rule or in the case law
where a traditional motion is one that
Speaker:claims there's no genuine issue as to any
material fact of a claim or defense on
Speaker:which the movement would bear
the burden of proof at trial.
Speaker:I want to talk about that because I'm
curious if you read this the same way I
Speaker:do, but I read that or could read.
Speaker:I think there's some ambiguity
here. I read that to say,
Speaker:if you are the moving on summary judgment,
Speaker:potentially you may only move on claims
or defenses that you have the burden of
Speaker:proof at trial. I don't think
that's what they intended,
Speaker:but I think that is a plausible reading
of this statute is that you can't move
Speaker:on and maybe you isolate claim from
that requirement of burden of proof at
Speaker:trial, but even for defense,
Speaker:does that mean I can no longer move
on my opponent's affirmative defenses?
Speaker:That doesn't seem like that
could be what they intended,
Speaker:but I think that's a plausible
reading of this rule.
Speaker:I agree that I don't think
that's what was intended.
Speaker:And so load up your email program
and tell the Supreme Court that,
Speaker:"Did you really mean to remove my
ability to move for summary judgment
Speaker:affirmative defenses on traditional
grounds?" And so I think that's a great
Speaker:observation and maybe this is
a byproduct of the fact that
Speaker:this is the first time in a rule that
the Supreme Court has actually defined
Speaker:what a traditional motion
is. I think that's right,
Speaker:that this is something that maybe ought
to be considered and examined further
Speaker:because they've given us a hot
opinion right out of the gate, Jody,
Speaker:and I think it's a good one.
On the no evidence definition,
Speaker:it is literally what you've read in the
case law a million times and also in
Speaker:166AI, just defining what a
no evidence motion is, is one,
Speaker:claiming that there's no evidence of one
or more essential elements of a claim
Speaker:or defense in that instance
on which the other party,
Speaker:the adverse party has the burden of proof
at trial. I think anybody who's ever
Speaker:filed a summary judgment motion
in Texas understands that,
Speaker:knows what that means.
Speaker:I don't think that's controversial
and I think that's pretty much carried
Speaker:forward from the laws that existed. To
that point about substantive changes,
Speaker:we do have in the comment to
the: Speaker:of the order. And the court does say
that other than the deadline changes,
Speaker:which we'll get into,
Speaker:that the rewrite is not intended
to substantively change the law.
Speaker:There's your fodder for your
email to the rules attorney,
Speaker:because I think pointed out is potentially
a change in the law that was not
Speaker:intended.
Speaker:Oh, I think that's right.
Speaker:That's it for the definitions. The next
subsection is about the motion itself,
Speaker:and so I'll just kind of run through that.
Speaker:Part one is you can combine both
traditional and no evidence motions.
Speaker:That's not really anything new. You
have to title it one of three things,
Speaker:which is interesting that this
is new, but more specific,
Speaker:either a traditional motion
for summary judgment,
Speaker:a no evidence motion for summary
judgment or combined motion for summary
Speaker:judgment. That's more
specific than it was.
Speaker:I'm not sure substantively
it makes any difference,
Speaker:but it says an absent or incorrect
title won't get you out of the motion.
Speaker:You can't use that as grounds to
deny, which ought to be the way.
Speaker:Kind of sad that they even.
Speaker:Have to say.
Speaker:That.
Speaker:Yeah, I know,
Speaker:but there's appellate lawyers like us
that are just going to make something out
Speaker:of it.
Speaker:One big change procedurally in here is
if you want an oral hearing and you're
Speaker:the movement, you have to put your
request on the cover of the motion.
Speaker:And that's the same for
us with appellate briefs,
Speaker:but that's something that
you've never had to have before.
Speaker:And so I think practitioners need to
make a note of that because you need to
Speaker:just start whatever form or draft
or paralegal or anybody you use,
Speaker:just make sure they know in bold oral
hearing requested needs to go right up
Speaker:there.
Speaker:Yeah. I want to come back to that,
but before we move on from the titles,
Speaker:do you find it interesting the courts
telling us how to title our motions?
Speaker:I do too. That is oddly specific.
Speaker:It is oddly specific.
Speaker:I also find it interesting and I
think probably unnecessary, frankly,
Speaker:but I also find it interesting
that they chose the title
Speaker:combined motion instead of hybrid,
Speaker:which is what we see
all over the case law.
Speaker:These rules contemplate as a
combined motion for summary judgment,
Speaker:which I think is correct, typically
referred to as a hybrid motion.
Speaker:And a lot of the cases talk about
hybrid motions, the strategy of, well,
Speaker:if you've got what's now going
to be called a combined motion,
Speaker:which grounds do you pick up first when
you're analyzing this from the court's
Speaker:perspective?
Speaker:Probably doesn't change
the law substantively as it
clearly didn't intend to do
Speaker:that, but I'll just say it's a point
of interest. And then on the cover,
Speaker:I made that note too about the ...
Speaker:I guess one thing that we need
to ask ourselves is, I mean,
Speaker:how often do you use a quote
unquote cover in your MSJs or
Speaker:responses? Maybe it's more you put
it as not really a subtitle or a
Speaker:subcaption,
Speaker:but there's ways to do it on the first
page of your motion without actually
Speaker:having to use a cover like we do.
Speaker:Which is my guess is what they mean
is the first page rather than cover.
Speaker:Right.
Speaker:Agreed. And as far as the titles go,
Speaker:I just wonder if maybe that's more of
a notice thing so that somebody can't
Speaker:later claim, "Oh, well,
I definitely meant to,
Speaker:this is actually traditional and not
just no evidence or this really was meant
Speaker:to be no evidence." I guess you have
to just make it clear kind of upfront,
Speaker:this is either traditional
no evidence or it's both,
Speaker:and you can't kind of come
back later and say, "Oh, well,
Speaker:it was a motion for summary judgment."
But what I meant was that's the only
Speaker:thing I could think of as for that. It
goes on to say for a traditional motion,
Speaker:you have to state the specific grounds.
Speaker:No evidence has to state the elements
for which there's no evidence.
Speaker:That's nothing new from the old
rules. You had to do that. Of course,
Speaker:if you didn't, then you couldn't get
summary judgment on that. Time to file.
Speaker:Traditional motion, no real change there.
Speaker:Anytime after you've appeared or answered,
Speaker:you can file a traditional
motion for summary judgment.
Speaker:No evidence still has the same
adequate time for discovery.
Speaker:So I think there'll continue to be fights
on that and there's plenty of case law
Speaker:out there as to what constitutes
an adequate time for discovery.
Speaker:One thing that will change,
Speaker:we'll talk about in a minute is how you
deal with that and I wonder how much it
Speaker:works to change in the law.
And then when it's filed,
Speaker:the clerk has to call the
motion to the court's attention,
Speaker:but whatever that means, that's a
question for the clerks and the judges,
Speaker:but the court has to promptly set the
motion for submission or hearing according
Speaker:to this rule.
Speaker:And so that is one of the new big changes
is the filing of the motion itself is
Speaker:going to trigger it to be set for hearing,
Speaker:not anything you do. So you can no longer
just file your motion and let it sit
Speaker:there for whatever reason if you're doing
it for kind of an advance of mediation
Speaker:or you just want to get it on file.
Speaker:So I think probably what we're going to
start seeing in docket control orders
Speaker:from courts is there's going to be maybe
an earlier deadline for dispositive
Speaker:motions than previously because you
can't file this 21 days out from trial
Speaker:anymore, probably.
Speaker:I have to think that the way
that the deadline's working here,
Speaker:it's going to have to be further back.
Speaker:So I bet you're going to start seeing
those dispositive motion deadlines move
Speaker:back maybe considerably even.
Speaker:I would think so. I mean, now that
we've got a statutory time for ruling,
Speaker:I think that would impact what trial
courts are willing to do in terms of even
Speaker:entertaining summary judgment motions
too close to trial. Travis County,
Speaker:as a practical matter,
Speaker:the courts pretty much won't cure
a dispositive motion within a month
Speaker:of trial. So it wouldn't
surprise me at all.
Speaker:One of the things that is pointed out
in the advocate article is that we're
Speaker:likely to see some updates and
amendments to local rules in addition to
Speaker:courts dealing with this
through scheduling orders.
Speaker:That would not surprise me at all.
Speaker:And I think that's probably a good
move because it would be helpful if the
Speaker:courts in a specific region get together
and decide how they want to handle
Speaker:this, let practitioners know.
Speaker:And a local rule would be a good way
to do it generally. And then of course
Speaker:docket control orders.
Speaker:I would suspect that summary judgment
issues now will not be something that
Speaker:a trial judge will just automatically
bless whatever the parties agree to.
Speaker:Now that we've got these new requirements,
Speaker:I think the courts may be a little more
active and involved in what they include
Speaker:in scheduling orders or docket control
orders when it comes to summary judgment.
Speaker:It is interesting that the clerk has
to bring the motion to the court's
Speaker:attention. That's the way it should be.
Speaker:And then the court's got to set it for
submission. There was some question.
Speaker:One of the things that was asked in the
advocate article is with the Supreme
Speaker:Court,
Speaker:that was something that was suggested
is that there would be new provisions
Speaker:talking about what the clerks need to do.
Speaker:The other thing that was suggested was
that the court might also impose some
Speaker:duties on the parties to come back
to the court and help the court
Speaker:to comply with the statutory deadlines.
That really doesn't happen in these
Speaker:rules, in this new rule.
Speaker:It's basically the responsibility
for staying on track is left with the
Speaker:court and with assistance from
the clerk. Now, is it a good idea?
Speaker:This is kind of getting
into the practice tip area,
Speaker:but is it a good idea to stay informed
or to keep the court informed about what
Speaker:deadlines are? Certainly while this
transition is going on, absolutely.
Speaker:And we can talk about that some more
later if we have time, but bottom line,
Speaker:it's always a good idea to communicate
with the court coordinator about
Speaker:deadlines coming up.
Speaker:The one thing that's probably worth
mentioning even before we dive deeper into
Speaker:the rule is we've had statutes
and rules, statutes primarily,
Speaker:I'm thinking about the TCPA,
Speaker:where there have been deadlines for
ruling and it's procedurally kind of
Speaker:similar because it's a potentially
dispositive motion. There's a roadmap.
Speaker:There's something of a template for this.
Speaker:What we haven't seen before is these
reporting requirements tied directly to
Speaker:data being fed, as you
pointed out, Jody, to OCA,
Speaker:which is going to be provided quarterly
to the highest echelons of our state
Speaker:government. And what happens with that
when that data is reported, I don't know,
Speaker:that's going to be interesting to watch.
Speaker:That's beyond the full scope
of our conversation today.
Speaker:But as we say all too often,
it's an interesting time.
Speaker:It's always an interesting time when the
ledge has come out of session trying to
Speaker:figure out what the changes
are going to look like.
Speaker:But that is a change that we'll all
need to kind of keep an eye on, I think.
Speaker:So back to the response.
Speaker:So this is where the timing gets
really interesting because the rule
Speaker:provides subsection D that
except by leave of court,
Speaker:the non-movement must file a response
within 21 days after the motion is filed.
Speaker:This is a huge change from the old rule.
Speaker:They've indicated before you'd file
a motion and the time for filing a
Speaker:response wasn't triggered at all until
a hearing was set or a submission date
Speaker:was set.
Speaker:And then you knew under the old rule
that you had to get your response in
Speaker:seven days at least before the
submission or hearing date.
Speaker:So you were able to set a firm deadline
for yourself, but it wasn't triggered.
Speaker:You knew when your deadline was,
Speaker:but it wouldn't be triggered until that
magical event of submission or hearing
Speaker:date.
Speaker:This change is going to require
non-movements to be very far more
Speaker:proactive in getting their
responses done and ready than they
Speaker:were before. One thing I'll note just
in that part of it, the time to file,
Speaker:we'll talk about the contents in a second.
Speaker:It does not provide for a different
deadline by agreement of the
Speaker:parties,
Speaker:which was the first thing that jumped
out at me there was how much of this can
Speaker:be modified by agreement of the parties.
Typically, if you're busy,
Speaker:you're in trial or you've got a couple
of big briefs going on and the idea
Speaker:of,
Speaker:I doubt you're going to know when the
moving party's going to file their motion
Speaker:and then boom,
Speaker:you got a 21-day deadline triggered
that has to fit within all your other
Speaker:deadlines as a trial lawyer
or the appellate lawyer
working with trial lawyers.
Speaker:And so.
Speaker:That is a really short timeframe. It
is. And I can see a couple of issues.
Speaker:The first one is it gives people who move
for summary judgment kind of a hammer
Speaker:to use sometimes perhaps improperly
because you could file a motion,
Speaker:make your opponent work like crazy,
spend a lot of time, effort, and energy,
Speaker:and then you could just
withdraw the motion.
Speaker:And there's nothing to
stop you from doing that.
Speaker:I don't know if maybe you're trying
to get them into martial evidence or
Speaker:whatever it is, but you have to file
your motion and ask for a hearing.
Speaker:And that's really it is the only thing
that starts the clock running for the
Speaker:other side.
Speaker:The second part of that is to get
leave of court to extend or change your
Speaker:deadline. Practically,
Speaker:I think there are counties where that's
just going to be impossible within 21
Speaker:days of getting the response and getting
a hearing to get leave of court to
Speaker:change your ...
Speaker:So you're still going to
have to be working in the
background and may or may not
Speaker:be able to get it heard
by the court in time.
Speaker:Yeah, it does seem like the moving is
really in the driver's seat on this. Yeah,
Speaker:I like your description. I
don't like the impact of it,
Speaker:but I think your description is accurate
that this has a potential to really be
Speaker:a hammer. And the idea of
getting leave of court,
Speaker:it does seem to be a gap in the rule
where if your only option for extending
Speaker:that is leave of court, you can't do
it by agreement of the parties. Now,
Speaker:would the movement agree,
Speaker:especially one that's motivated for
the reasons that you just went through?
Speaker:Maybe not,
Speaker:but it seems like things are going to
get scrunched up in there on that 21-day
Speaker:deadline. And you're right.
Speaker:I think maybe you're a movement who could
have done a better job with discovery
Speaker:and your trial date is lingering on the
horizon or your discovery date's about
Speaker:to pass and you want a free look at
what the evidence is going to be on your
Speaker:opposing party's motion,
Speaker:then file a no evidence motion.
Not saying that's the best thing to do,
Speaker:but under the rules that's
currently presented,
Speaker:it does seem like that's an option
that the rule could be used for. Okay.
Speaker:Contents.
Speaker:The rule has always been that you had
to bring objections within the time for
Speaker:responding to an MSJ.
Speaker:I do find it interesting that
here under subsection D2 contents,
Speaker:it does say that the response
has to include not only
evidence in support of the
Speaker:response, but also objections to
the evidence supporting the motion.
Speaker:So does that mean that you can't
file objections separately now?
Speaker:That would seem to be an overly
technical interpretation.
Speaker:I think that's probably right.
Speaker:Certainly our Supreme Court has not
embraced those types of readings of the
Speaker:rules, but I take your point.
Speaker:I don't think that's really what is meant,
Speaker:but I also find it interesting that
there's not a parallel provision stating
Speaker:that the motion must include
any evidence. Obviously,
Speaker:you won't have objections at that
point, but a traditional motion,
Speaker:maybe it's just an understood,
Speaker:implied thing in the rule that if you're
going to file a traditional motion for
Speaker:summary judgment,
Speaker:you can file it on legal grounds where
they don't necessarily involve evidence.
Speaker:You can file it on the pleadings
and that wouldn't involve evidence.
Speaker:But obviously if you're
relying on evidence,
Speaker:I think you're going to have to include
that with your motion or are you,
Speaker:because the rule doesn't say that.
Speaker:The rule doesn't say you have to, but
I think as a practical matter, you do.
Speaker:And how does that overlay
with the changes in timing?
Speaker:Going back to the idea of kind
of sandbagging your opponent,
Speaker:can you file an MSJ and then submit your
evidence only after you get a hearing
Speaker:set?
Speaker:It doesn't say the old rule had a very
specific deadline for your evidence
Speaker:before the hearing, and this
one doesn't necessarily.
Speaker:So maybe something else for the committee
to consider when they're looking at
Speaker:revisions to this rule, but that
was just something that struck me.
Speaker:So this third part of subsection D on
the response talks about when evidence is
Speaker:unavailable.
Speaker:I think that's really getting into the
no evidence component where you've seen
Speaker:folks file motions for continuance
saying there's not an adequate time for
Speaker:discovery that's passed and so forth.
Speaker:This doesn't seem to be
anything too earth shattering.
Speaker:What it says basically is if you're a
non-movement and you need more time to get
Speaker:But more evidence,
Speaker:you've got to file an affidavit or
a declaration telling the court why.
Speaker:And then the court can extend the time
to file a response or deny the motion
Speaker:without prejudice to permit additional
discovery. That seems reasonable to me.
Speaker:I think it's interesting.
Speaker:The only thing that I think is different
is now that is part of your response.
Speaker:Whereas before you might be able to
file a motion to continue the summary
Speaker:judgment and get it heard and submitted
before you actually had to file a
Speaker:response. And now you have to do the
response. And this is part of it,
Speaker:which seems to be putting a lot of
eggs in one basket. But I don't know.
Speaker:You have to put all your cards out
there and hope for the best, I guess,
Speaker:rather than maybe knowing that
you don't have to do a response.
Speaker:So a reply is permissive, which
I guess has always been the case.
Speaker:It has to be filed within
seven days after the response,
Speaker:which is a pretty quick turnaround.
Speaker:And before there was no real
deadline in the rule for a reply,
Speaker:you could do one if you had time.
And I guess you really only had seven days
Speaker:because typically the response was
going to come at the earliest seven days
Speaker:before the hearing.
Speaker:But now you have a hard deadline and
it's keyed off of when the response is
Speaker:filed, regardless of when the hearing is.
Speaker:It can't raise any new or independent
summary judgment grounds unless there's an
Speaker:amended pleading. But one
thing that it doesn't say,
Speaker:and one thing that is not clear from
these rules that you mentioned in the
Speaker:context of the initial
motion is the old rule,
Speaker:you couldn't file any new evidence
after 21 days if you were the movant.
Speaker:This doesn't say you can or can't,
but it just doesn't say. So arguably,
Speaker:you can't raise a new or independent
ground. That does not, to me,
Speaker:in its words,
Speaker:foreclose you filing new evidence in
response or in reply to a response.
Speaker:Yeah, that's an interesting point.
Speaker:That's not something that you could have
done under the old rule because of the
Speaker:hard 21 day notice period.
You had to have it all in.
Speaker:The non-movant had to have that 21 days
notice of the hearing at a minimum,
Speaker:and you couldn't go changing
the game in the middle.
Speaker:So yet not only do we have now expressly
stated in the rule about when you've
Speaker:got to file a reply. It is different
than previous practice though,
Speaker:because yeah,
Speaker:you're right that you only had seven days
to do it as a practical matter if the
Speaker:response was filed seven days before
the hearing, which would've been timely.
Speaker:I guess occasionally you would
see responses filed sooner,
Speaker:but strategically it was, in
my experience, pretty rare.
Speaker:Yeah. Most of the time
it was seven days before.
Speaker:That's right.
Speaker:But I wonder if part of the
reason for this is common,
Speaker:but maybe not the best practice of
dropping or apply on the court like the
Speaker:morning of the hearing.
Speaker:That's how I read all of these deadlines
is the idea might be to give the court
Speaker:more time to digest since it's
on a clock to rule more quickly.
Speaker:Yeah.
Speaker:If you kind of back out from, you've
got to have a hearing within 60 days.
Speaker:If you have to file within
21 days after it's set,
Speaker:and then seven days after that,
or 21 days after it's filed,
Speaker:seven days after that, you're
at about 30 days right there.
Speaker:Then within 30 days, the
court has to hear it.
Speaker:I guess the idea is to give the court
as much time as possible to kind of
Speaker:prepare and put it together, which
I understand and sympathize with,
Speaker:particularly if it's going
to have to make a ruling.
Speaker:It's not a change in the law. This part
of the court has added about contents.
Speaker:I mean, the rule generally,
Speaker:the law has been that the motion and
the response, but this is a reply,
Speaker:so we're really talking about the motion,
Speaker:stand or follow them within
their own four corners.
Speaker:And so it is interesting that it
does codify what you can do when
Speaker:the opposing party has
amended the pleading.
Speaker:And there's a whole body of case law in
that that you have to basically redo the
Speaker:whole motion just because the opposing
side decided to amend their pleading to
Speaker:potentially meet some issue
that you've raised in your MSJ.
Speaker:This expressly allows the moving
party in a reply to address the
Speaker:amended pleading,
Speaker:which I think is in practice how it
was done before because of the law that
Speaker:developed.
Speaker:It's not a new ground necessarily. And
my recollection of the law on that is if
Speaker:the ground you asserted in your
motion covered the new pleading,
Speaker:then you were good. You could
still get summary judgment,
Speaker:even if there was some tweak
to the theories that maybe
the non-movement made to
Speaker:try and avoid summary judgment or cast
doubt on whether it should be granted.
Speaker:So I think in practice, this is
consistent with how things have been done,
Speaker:second part of the rule
on the reply. Well,
Speaker:the next part is the
provision on withdrawal,
Speaker:which was I think part of the statute,
Speaker:but the rule says in subpart F that any
withdrawal of the motion must be filed
Speaker:and must identify the date the
motion was filed. And strategically,
Speaker:withdrawals are going to be a thing
for lots of reasons, potentially.
Speaker:But going back to what you were
talking about earlier about filing an
Speaker:early motion and trying to get leverage
early in a case or filing a motion
Speaker:maybe shortly before mediation
and then case doesn't settle. And
Speaker:then what happens if you're really
not ready to advance the motion?
Speaker:So the rule is made clear there's a
mechanism for filing a withdrawal and it's
Speaker:actually a separate filing.
You can't just not take action.
Speaker:Cancel the hearing.
Speaker:Right. So just thinking
through this, I mean,
Speaker:what happens if you're going to get
notice of your hearing and maybe you
Speaker:intended to withdraw the motion,
but you just didn't. And remind me,
Speaker:are we going to be allowed to withdraw
a motion anytime before the submission
Speaker:date?
Speaker:It doesn't say. I don't think.
Speaker:Yeah, I don't think it does either.
And I think that's the implication.
Speaker:Yeah, I think so too.
Speaker:I guess the practice pointer there is
don't make the court go through the
Speaker:exercise of setting a hearing and starting
to prepare for a hearing and then at
Speaker:the last minute withdraw your motion.
If you know you're going to withdraw it,
Speaker:I think the better practice would be
advise the court that you're going to
Speaker:withdraw it and then go
ahead and get that on file.
Speaker:I think the other part of this is
you can always bring it again later.
Speaker:If you filed it prematurely and you're
not really ready to proceed on it for
Speaker:whatever reason,
Speaker:withdraw it before you run up against any
of the timeframes that the court needs
Speaker:to be mindful of.
Speaker:And when you've got your ducks in a row
and you've got your evidence or whatever
Speaker:ground you want to proceed on,
then you can always rebring it.
Speaker:It's the way that I read the rule.
Speaker:I think that's right.
Speaker:The next portion is the hearing
deadlines and the ruling deadlines.
Speaker:And this is, again,
Speaker:one of the big changes that the
statute actually brought about.
Speaker:So the first part of the rule is a hearing
or submission date can't be within 35
Speaker:days of the filing.
Speaker:So instead of the 21 days notice
you might have gotten before,
Speaker:you now get at least 35,
Speaker:which makes sense when you build in the
fact that you've got to have at least 28
Speaker:days worth of time from the filing of
the motion to be able to get all the
Speaker:replies in.
Speaker:But the court has to set the motion for
hearing or submission within 60 days
Speaker:after filing, unless the
court's docket has an issue,
Speaker:there's some kind of good cause
shown, or if the movant agrees.
Speaker:So there's a little bit of leeway,
Speaker:but not a whole lot. It's kind
of like the TCPA in that respect.
Speaker:You've got to have it 60 days or
maybe you can push it out to 90,
Speaker:but 90 appears to be the
hard deadline on this.
Speaker:Yeah, this is where it is sort
of reminiscent of the TCPA.
Speaker:I remember when that all first came
about and for a couple years after that,
Speaker:there was a lot of pearl clutching about,
Speaker:what are we going to do
about these deadlines?
Speaker:And it seems to have worked
itself out over time.
Speaker:I suspect it'll be the same for this rule.
Speaker:Yeah, I think so too.
The court can reset it,
Speaker:but it has to be within the timeframe.
Speaker:So within your 60 days
or maybe your 90 days,
Speaker:the court does have the option to
reset it. You've got to, by rule now,
Speaker:which is, I think most local
rules cover this, but by rule 166,
Speaker:you have to submit a proposed order
before the submission or hearing date,
Speaker:which makes sense. Can't
have oral testimony at the
hearing. That's nothing new.
Speaker:And the court has to record in its
docket the date the motion was heard or
Speaker:submitted, which again, practically
I don't think is much different.
Speaker:It's just something that's in the
rule, whereas it wasn't before,
Speaker:which has to do with the reports.
Speaker:Yeah, that was statutory and right.
Speaker:I think that does get into the reporting
aspect of it. Okay. Well, standards.
Speaker:I mean, I look at this and I think,
Speaker:and maybe it's nice to have some
of this recited in the rule.
Speaker:First part is grounds.
Speaker:This rule says that judgment won't
be granted except on the grounds,
Speaker:traditional or no evidence grounds is
the way it refers to the rule internally
Speaker:by number, but the grounds stated are B2C,
Speaker:which is traditional motion and
B2D, which are no evidence motion.
Speaker:I'm sure what other grounds you would
bring summary judgment, but that's it.
Speaker:So I, again, fine to state this. I'm
not sure it's necessary, but okay.
Speaker:And here we get into the standards
that the trial courts must apply.
Speaker:I think this will make its way into
the appellate opinions too, eventually,
Speaker:and appellate review under the standard
of review. But the traditional motion,
Speaker:the new provision in the rule says the
court must grant their traditional motion
Speaker:if the movement shows,
Speaker:this is mirror image of 166AC as it exists
Speaker:today. And you have to grant it, if the
movement shows, except as to damages,
Speaker:there's no genuine issue
as to any material fact,
Speaker:and the movant is entitled to judgment
as a matter of law and the issues
Speaker:expressly set out in the motion.
Speaker:So we're really getting it drilled into
our head that you can't go outside the
Speaker:motion and grant summary judgment
on grounds outside the motion.
Speaker:And here's the standard that I think
has been followed for as long as there's
Speaker:been summary judgment in Texas.
Speaker:But the recitation on the standard for
no evidence is the same as we've read.
Speaker:And I think it actually
carries over almost verbatim,
Speaker:certainly the same concept.
Soon to be former rule 166AI,
Speaker:which is the court must grant the new
evidence motion unless the responding
Speaker:party produces summary judgment evidence
raising a genuine issue of material
Speaker:fact.
Speaker:I think that's right. The only thing
I note here that's slightly different,
Speaker:and again, I think this is
probably an unintended change,
Speaker:is in the traditional motion standard
where it says, if you show that,
Speaker:except as to damages, there's no
genuine issue of material fact.
Speaker:The old rule said as to the amount
of damages, they took out amount.
Speaker:And this almost,
Speaker:I don't think they mean you can't
move for summary judgment on damages,
Speaker:but arguably that's how this rule now
reads when you take out the word amount
Speaker:rather than just damages more generally.
Speaker:Yeah. I can't really think of any other
potential consequence to that. Well.
Speaker:There are grounds to move for summary
judgment on damages that are not the
Speaker:amount. It could be the wrong measure.
It could be a lot of different things.
Speaker:But again, I doubt that
that was an intended change,
Speaker:but it could be read that way. So I'll
make sure to put that in my email.
Speaker:There you go.
Speaker:Yeah. I'm sure that in part,
Speaker:and knowing that there's not an intention
to change the law substantively,
Speaker:maybe it was just a matter of somebody
thought that amount of didn't add
Speaker:anything substantively,
but I see your point.
Speaker:I think amount of did add
something to the old rule.
Speaker:So I'll be curious to see how that
turns out I've comment periods over.
Speaker:If we're done with standards,
Speaker:then the next provision has to do
with the ruling and it encompasses
Speaker:the rule. It says the court has to
sign a written ruling on the motion,
Speaker:says it has to file it with
the clerk, which that's good.
Speaker:We've talked over a period of time about
what happens when things aren't filed
Speaker:and notified.
Speaker:And this does say that the court has to
provide the ruling to the parties within
Speaker:90 days after the hearing or written
submission date. We've got now some fail
Speaker:states.
Speaker:My take on this is the key
part of it is providing
Speaker:the ruling to the parties
and also obviously within
the 90 days as the statute
Speaker:requires,
Speaker:but before there wasn't a provision
requiring the court to actually
Speaker:provide the ruling to the parties,
Speaker:we've now got some fail safes built into
our e-filing system through Research
Speaker:Texas where everyone should be getting
notices of all court orders now.
Speaker:And I'm not sure how much
we've ever talked about this,
Speaker:but you may have noticed that you're
getting redundant emails from not only you
Speaker:getting your e-file e-service emails,
Speaker:but you're also getting emails from
research texts that are case notices.
Speaker:And that was one of the things that
that was intended to help with was
Speaker:situations where the courts weren't
providing their judgments or orders to
Speaker:parties.
Speaker:There was substantive rights being
lost as a result of delay. You had some
Speaker:actions you could take,
306A motions out of time,
Speaker:but the idea is this is not really what
this rule change is completely about.
Speaker:I think it's designed really
to meet the statutory deadline,
Speaker:but putting in that language there about
providing the ruling to the parties
Speaker:within the 90 days, I do like to see that.
Speaker:I've always been uneasy about parties
not being notified of court actions.
Speaker:I'm glad to see that between this and
the way that we've got our e-filing
Speaker:system and research text is set up
now, you got to look at your email,
Speaker:but you're going to get
notice of court orders.
Speaker:The next one is kind of an interesting
change that does not really have a
Speaker:counterpoint in the old rule,
Speaker:and it is the use of discovery
not otherwise on file.
Speaker:So discovery that is not on file, which
I assume to mean in the court's file,
Speaker:and I don't know if that means just
filed someplace else or if it means
Speaker:certificates of written discovery or what,
Speaker:but you can use it as your summary
judgment evidence, which is nothing new,
Speaker:but there have to be copies of the
material or appendices containing the
Speaker:evidence or a notice containing specific
references to the discovery or specific
Speaker:references to other instruments that are
filed with a statement of intent to use
Speaker:the specific discovery of summary judgment
evidence either at the time of the
Speaker:motion, if you're using
it to support your motion,
Speaker:or at the time the response is filed,
Speaker:if it's going to be used to oppose it.
So this is an interesting change and I'm
Speaker:not sure I'd completely understand how
it's going to work because I would think
Speaker:as a practical matter,
Speaker:if it's discovery that's not on file and
you're the movement or the respondent,
Speaker:you would have to file it with
the court because otherwise,
Speaker:how would the court be able to see the
evidence to evaluate whether or not
Speaker:there's genuine issues of material fact?
Speaker:So this was an interesting change that
I don't know that I've fully absorbed
Speaker:yet.
Speaker:I don't think I have.
Speaker:This made me think of recitations in the
summary judgment motions where you are
Speaker:referring to other
materials that are on file,
Speaker:not necessarily attached to your
motion or to your response, I think.
Speaker:But I think you're correct that
this is something different.
Speaker:And I think I agree that, well,
if it's not otherwise on file,
Speaker:you need to get it on file.
And why you would do it,
Speaker:I'm not sure I really
understand the purpose of this
because you have to file it
Speaker:with a statement of
intent as you pointed out.
Speaker:Why wouldn't you just attach it to your
motion and incorporate it as an exhibit?
Speaker:The finer points of that I think are
not registering with me just yet.
Speaker:Me neither, but just be
aware that that exists.
Speaker:And it does the subsections and
subparts of that rule do clarify.
Speaker:Maybe it is kind of an appendix
idea because if you turn the page,
Speaker:that was at the bottom of page five.
At the top of page six of the order,
Speaker:it does clarify that these materials
have to be presented at the time the
Speaker:motion is filed if it's used to support
the summary judgment or at the time the
Speaker:response is filed.
Speaker:So I think that avoids any implication
that you could file your motion.
Speaker:Maybe this answers my question
from a little while ago.
Speaker:Did you file your motion and just not
ever file your evidence until sometime
Speaker:later? Well, this seems
like that clears it up.
Speaker:A little bit, but this is only
limited to discovery not on file,
Speaker:which you use plenty of other things
to support your summary judgment motion
Speaker:that may or may not be
discovery. I don't know.
Speaker:It's one that I don't know
that I fully understand yet,
Speaker:but I guess we'll figure it out.
Speaker:The subpart K, all requested
relief not granted.
Speaker:It's something that's brought over.
Speaker:It was in another form and
it was the old rule 166
Speaker:case not fully adjudicated on motion.
Speaker:And I think the intent is to basically
bring forward the concept that was in the
Speaker:old rule. Although it does delete one
of my favorite phrases in rule 166A,
Speaker:which was that the court
could interrogate counsel.
Speaker:They should leave that in.
Speaker:You know, that's an old
vestige of ... I don't know.
Speaker:I haven't been interrogated by the
court too many times in my career,
Speaker:but I think that served a good purpose.
It was basically trying to get at,
Speaker:all right,
Speaker:here's what I am going to give you on
summary judgment and let's talk about
Speaker:what's left.
Speaker:And I think that that's the same intent
being carried forward here in this new
Speaker:version,
Speaker:which basically just says if the court
doesn't grant all the relief that the
Speaker:motion requests,
Speaker:then the court may ascertain what
material fact issues exist and then
Speaker:identify those issues or identify
the facts that are established as a
Speaker:matter of law and then figure out
what else needs to be addressed.
Speaker:So I think that it works as a practical
matter the same as in the old rule.
Speaker:And maybe we haven't said this explicitly,
Speaker:but one thing that this rewrite does
accomplish is there's a few archaic
Speaker:phrases in the old 166A. There's a few
therewiths and that sort of thing that we
Speaker:don't see in this rewrite.
Speaker:And so I think the court probably
could still interrogate counsel in its
Speaker:discretion.
Speaker:Yeah.
Speaker:I'm pretty sure I've been interrogated
in all kinds of proceedings in court that
Speaker:are not summary judgment and just because
the rule doesn't specifically say it
Speaker:doesn't mean it can't happen.
Speaker:That's right. That's right.
Speaker:So I think in part what this
means is you can still have,
Speaker:the court may grant your relief in part
and there may be parts left over that
Speaker:still have to be resolved,
Speaker:but this is saying that the court
may issue an order specifying facts
Speaker:established as a matter of law and
direct other appropriate proceedings.
Speaker:So you'll know what's left of your case
that needs to be tried or otherwise
Speaker:resolved at the end of this
summary judgment proceeding.
Speaker:I think that's right.
Speaker:Form of affidavit looks to me to be
just effectively a similar kind of
Speaker:modern rewrite of 166AF. There's
not really much different there.
Speaker:They delete the sentence that says
defect in the form of affidavit or
Speaker:attachments won't be ground for reversal
unless specifically pointed out by
Speaker:objection. I can't imagine that the
omission changes that rule at all.
Speaker:I think there's a pretty good body of
case law from the Supreme Court that says
Speaker:defects and substance don't have to be
objected to, but defects and form do.
Speaker:So I don't think the fact that the rule
says it or doesn't is likely to change
Speaker:that.
Speaker:I agree with that.
Speaker:And the court was probably wise to not
try and get into what is a substantive
Speaker:defect or a form defect
within the body of the rule.
Speaker:The case law is very well
established on that too.
Speaker:Although it's not always as black
and white as you would think.
Speaker:Well, that's true, but ...
Speaker:Yeah. The affidavit, the last
part of the new rule is subpart M,
Speaker:and it has to do with affidavits or
declarations submitted in bad faith.
Speaker:I think substantively, this is
the same as in the old rule.
Speaker:It's subpart H under the old
rule. It's basically don't do it.
Speaker:And if you do,
Speaker:you can be held responsible
for the other side's expenses,
Speaker:including attorney's fees and possibly
could be held in contempt or subject
Speaker:to other sanction. So that is
hopefully no one listening to our show.
Speaker:This something we even need to have a
lecture on. It just carries forward the,
Speaker:I think, previous practice,
which is I think a good rule.
Speaker:You shouldn't be able to contradict
your clear deposition testimony by
Speaker:submitting an affidavit that goes
directly against what you said in sworn
Speaker:testimony.
Speaker:Although I do think that that
is a little bit ... I mean,
Speaker:that is a sham affidavit,
Speaker:which I'm not sure is the same thing
as a bad faith affidavit. It may be.
Speaker:It may be so bad that
it's bad faith, but-.
Speaker:Oh no, you're right. That is
true. They could be the same,
Speaker:but it isn't necessarily ... Yeah,
it isn't necessarily the same.
Speaker:The court does suggest what bad faith
is. Bad faith could be solely for delay,
Speaker:but that's maybe something other than
because it's separately set out in the
Speaker:rule, bad faith can be other
things, increasing costs,
Speaker:taking frivolous positions,
whatever they may be.
Speaker:There is a distinction between a sham
affidavit and a bad faith affidavit.
Speaker:Sham affidavit could be bad faith, but
bad faith wouldn't necessarily be sham.
Speaker:No, definitely.
Speaker:All right. The comments
from the previous revisions,
Speaker:1990 and 1997 remain in the rule because
Speaker:the first couple are, they're
I think mostly for ...
Speaker:They're sort of historical artifacts above
everything else because of the nature
Speaker:of the rewrite.
Speaker:And the only comment to the 2026
change is it's rewritten to implement
Speaker:government code section 23.303
and to modernize the rule,
Speaker:which is good.
Speaker:And then it recites that there's no
intent to substantively change the law.
Speaker:We're running a little bit long,
Speaker:but what are the takeaways beyond
just having gone through the new rule
Speaker:structure that we come away with from
this conversation today or just the fact
Speaker:that we're now seeing this change?
Speaker:I think to me, the takeaway,
Speaker:the big one is make sure you're on top
of summary judgments when you get one,
Speaker:particularly if you're the
respondent. In the old days, okay,
Speaker:you got a summary judgment motion, but
until you get the notice of hearing,
Speaker:it is what it is. But now
your deadline starts to run,
Speaker:I think even if it's not set for hearing,
Speaker:it's just from the date that it's filed.
Speaker:And so I think it's important to start
calendaring your deadlines the minute you
Speaker:get it. And I'm not sure that
we had to under the old rules,
Speaker:so make a file summary judgment and it
may be months and months before it even
Speaker:gets set for a hearing or never,
frankly. So I think stay on top of that.
Speaker:And I think about what you would move
for summary judgment on or what you
Speaker:anticipate the other side to move for
summary judgment on early so you can kind
Speaker:of put your stuff together and be in
our position to respond as quickly as
Speaker:possible.
Speaker:Yeah. I think the changes do advise
toward using summary judgment motions
Speaker:judiciously. I don't think you want to
get into a situation where you just,
Speaker:it's common practice for you
to withdraw your motions.
Speaker:I think both of us would probably say,
if you've got grounds to bring it,
Speaker:bring it.
Speaker:But keep in mind that you are starting
a clock for the trial court that
Speaker:you don't want to reset the clock too
many times or maybe the court gets
Speaker:tired of you filing and withdrawing
summary judgment motions. But to me,
Speaker:that's the biggest overall takeaway to
all this is for the first time we've got
Speaker:our trial judges on the clock when
it comes to summary judgment motions.
Speaker:And as we've said, we've got some
experience with this under the TCPA.
Speaker:All the trial judges, they've
coped with that and it's been fine,
Speaker:but what we haven't had are the reporting
requirements that come along with this
Speaker:legislation. So that's going
to be something that time
will tell what the result
Speaker:of that is.
Speaker:But I think you have to be strategic
with your summary judgment filings.
Speaker:What strategy turns out to be
legitimate versus not legitimate?
Speaker:As we pointed out here today,
Speaker:there are some uses of it
might not be the intended use.
Speaker:That's right.
Speaker:But there's always going to be someone
who's going to test the limits and that's
Speaker:how the law evolves. So we're making no
endorsement of any particular strategy.
Speaker:We're here to just point out stuff we see.
Speaker:That's right.
Speaker:And I'm having fun with some of the rule
change stuff that we've been able to do
Speaker:lately.
Speaker:I think it gives us a reason to get
together and just talk through stuff and
Speaker:hopefully people find what we have to say
and the questions that we ask helpful.
Speaker:If you've got other things that you'd
like to see us talk about though,
Speaker:let us know.
Speaker:Reach out to one of us and we'll
consider that for a future episode.
Speaker:Anything before we sign off today, Jody?
Speaker:I don't think so. February 28th
is the deadline for comments,
Speaker:but I'd say sooner is better than
later. So get them in if you have them.
Speaker:Yeah. The ledg did say this was not
really optional for the Supreme Court.
Speaker:Even though the order says the court
expects the amendments to take effect on
Speaker:March 1,
Speaker:I believe the statute says the court
will adopt new rules or a new rule
Speaker:by March 1. So I don't think
that date's going to change.
Speaker:There will be a rule. It
may not be exactly this,
Speaker:but it's going to be
something similar, I think.
Speaker:So yeah, get those comments in and yeah,
Speaker:definitely let your voice be heard
because as we've pointed out here before,
Speaker:I know the court does
consider those comments.
Speaker:Those are discussed actively
in the Supreme Court Advisory
Committee and brought
Speaker:to the court's attention. As
we've pointed out here today,
Speaker:I think there are a few things that
could be revisited and clarified,
Speaker:so get those comments in.
Speaker:All right. Well, with that,
Speaker:I think that's it for this episode
and we'll see you next time.
Speaker:That's right.
Speaker:Hope everyone has a great start to 2026
and we'll be seeing you again soon.
Speaker:Thanks for listening to the
Texas Appellate Law Podcast.
Speaker:If you enjoyed this episode,
Speaker:please share it with your colleagues
and rate and review the show on your
Speaker:favorite podcast platform.
To connect with us,
Speaker:suggest a topic or inquire
about being a guest,
Speaker:visit textApplawpod.com or
find us on LinkedIn and X
Speaker:@textapplawpod. Produced
and powered by LawPods.
Speaker:The views expressed by the participants
on this podcast are their own and not
Speaker:those of their law firms,
courts or employers.
Speaker:Nothing you hear on this show establishes
an attorney-client relationship or is
Speaker:legal advice.