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Welcome to the Texas
Appellate Law Podcast,
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the show that takes you inside the
Texas and federal appellate systems.
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Through conversations with judges, court
staff, top trial and appellate lawyers,
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academics, and innovators,
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we provide practical insights to help
you become a more effective advocate.
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Whether you're handling
appeals or preparing for trial,
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you'll discover strategies to sharpen
your arguments, innovate your practice,
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and stay ahead of the latest developments.
And now, here are your hosts,
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Todd Smith and Jody Sanders,
produced and powered by LawPods.
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Welcome back to the Texas Appellate
Law Podcast. I'm Jody Sanders. And I'm.
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Todd.
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Smith. And it's just the two
of us today. We're flying solo,
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but we have a topic that's fairly timely
and we wanted to get it out to y'all
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because it is currently in commentary
period with the Texas Supreme Court and we
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wanted to cover kind of the substance
and give some of our thoughts and make
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sure that people have plenty of time to
give their thoughts to the Supreme Court
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Rules Committee on this.
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And that is the new summary judgment
rule that the Texas Supreme Court
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promulgated right at the end of 2025.
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Yeah, that's right, Jody.
This is hot off the press.
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December 30th of 25 is when the court
issued miscellaneous docket number
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25-9106.
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Some folks who've been paying attention
know generally about the statutory
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changes that came about in the last
regular and one of the special sessions.
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I'll just mention those
statutes real quick.
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SB 293 was enacted on June 2nd, 2025,
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and the HB16 was enacted in August of 25,
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although the court's order
says August 26th of 26.
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Even the court gets to make
a typo from time to time. I.
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Can't fault them. I'm still writing
25 and we're into 26 already.
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I will be into March probably. Same.
But to get us back on track. Yeah,
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we kind of knew this was coming because
the legislature said Supreme Court,
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we want you to have rules in
st of:
2026
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And so while everybody was enjoying their
time off for between the Christmas and
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New Year's at the holiday time,
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Supreme Court issued this new
miscellaneous docket order,
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which is we've come to know and love
these more than ever before, I think,
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in recent times.
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And we'll get into the nitty gritty
of the statutes here in just a second.
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But with this rule revision,
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the court is calling for comments to
be submitted in writing at the email
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address listed in the order by February
28th. So we have a little time,
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but based on how it went
with the last set of orders,
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I think the newest rules of appellate
procedure were actually approved and
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adopted before the last day of the
comment period even expired. So-.
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Sooner may be better on this.
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Be sure and get your comments
in. Yeah, sooner is better.
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And we're going to talk
about some potential changes
that you and I have noted
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individually. But the interesting
thing about this rule,
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and then we'll go back in
time like we like to do,
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talk about the statute and
practice under rule 166A up to now.
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But the interesting thing about this rule,
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it contrasts with some other recent
rule changes that the Supreme Court has
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brought about is that it
is a complete rewrite.
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They didn't even put out a red line.
And so we'll get into the details there.
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I suppose we could give even a little
bit of history, kind of set the stage,
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talk about the last time there
was a major rewrite of Rule 166,
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which was at the same time that the rules
of appellate procedure were adopted in
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September of 1997. And that was
when the Supreme Court for the first
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time adopted what will
soon be former Rule 166AI,
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the no evidence summary judgment rule.
And that was a big deal at the time.
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I won't bore everyone with how long I've
been licensed and all the experience
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I've had over the years and
watching these rules rewrites.
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I did that with the petition for
review process and new rules there.
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But this was all happening around the
same time. If you listen to that episode,
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September one of 97,
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the court adopted for the first time
a no evidence summary judgment rule,
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which again, as we've talked about before,
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was intended to bring our rules more in
line with what the federal courts do and
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put some structure on how to go
about challenging an opposing party's
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case, a claim or defense
on no evidence grounds.
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And that is over the last almost 30
years become ingrained in our practice.
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And in doing some digging around
for preparing for today's episode,
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I was reminded, I'd forgotten
about this, that that change,
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adopting no evidence motions
wasn't without some controversy.
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And even the order adopting it,
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there were a couple of dissents among
the justices at the time for a couple
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different reasons. But all that's
now water under the bridge.
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We've got complete rewrite
of the rule. And so Jody,
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why don't you kind of take us through
the high points of the statute and maybe
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what the court's motivation
was? Well, it's not the court,
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I guess it really is
motivated. It's alleged.
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And that's what we have to remember here
is this new rule comes about because of
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these statutes and the
legislature has the power and
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authority when it enacts statutes
to tell the Supreme Court, "Hey,
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we need you to adopt some rules that
implement this. " And we've seen that over
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and over again on procedural issues that
the legislature has gotten involved in.
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But let me kick it over to you and let
you kind of set the stage further on what
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we're going to talk about and when
we get into the details of the rule.
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Sure.
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So it started this summer in the
regular session of the legislature
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with SB 293 and SB 293 was an
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act that had to do with the discipline
of judges, judicial compensation,
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reporting of transparency and all of that,
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which doesn't seem like a place where you
would put a new summary judgment rule,
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but I think it kind of fits into
the overall view of the legislature,
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which seems to be the judges need
more accountability and transparency.
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And so this is where you find it
right up at the very beginning,
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they created a new procedural
statute that at the time in that bill
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said that a court had to hear
oral argument or on submission,
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a summary judgment motion 45 days
after the response was filed,
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which is not the rule as you'll hear.
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And then it had to be done and ruled
upon 90 days after the argument.
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And then it went through and said that
the court had to make some docket entries
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and the OCA had to prepare some reports
all in the service of this idea of sort
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of judicial transparency
and accountability.
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And I'm not going to go all
the way through that statute,
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but another thing that I
thought was interesting when
looking through there that
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kind of reinforces this is if you look
at amendments to the government code
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relating to the Judicial
Conduct Commission,
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one of the things that now subjects
these judges to discipline is will for
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persistent and unjustifiable failure
to timely execute the business of the
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court, which includes
failure to meet deadlines,
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performance measures or
standards or clearance rate
requirements set by statute,
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administrative rule or
binding court order,
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which I think includes these new
summary judgment orders and statistics.
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So it's pretty clear that the court
thought that summary judgments were either
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sitting around too long without being
heard or without being ruled upon and went
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about to do something.
And if you go further down in the statute,
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they've added some requirements
about written reports,
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compiling information or district judges
actually have to report how much time
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they're spending in court, what they're
presiding over, the judicial duties,
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all that kind of stuff.
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Those are going to get circulated to
the legislature and members of the
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executive branch of government. That
is the background for all of this.
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So that got passed. Then
in the second session,
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HB number 16 actually amended the new
amendments to the rule even a little bit
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further and kind of changed some of the
deadlines and we'll go through in more
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detail,
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but it changed the setting and the
hearing requirements keyed off of when the
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motion was filed, not the response,
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and gave the court a little
bit of discretion in their
ability to set it later
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out, but no later than 90 days.
So that's where we got,
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and that was what the Supreme Court took
to the rules committee to come up with
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the new summary judgment rule that we're
going to go through in more detail.
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So it's just in the overall view of
judicial accountability and transparency.
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Right.
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I want to be sure if we haven't that we
mentioned or we identified the statute.
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It's Texas Government Code Section 23.303,
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and that is as it is currently
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the statute that's informing
what the Supreme Court has done,
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as Jody just indicated. And
before we get out of the gate,
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I wanted to mention a
few resources on this.
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We've looked at and that have informed
some of our thinking on where we're
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coming from,
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aside from both of us having decades
in practice and having handled a
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lot of summary judgments over the course
of our career and being intimately
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familiar with the way the process has
worked over the last ... Well, for me,
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since the original rule
was enacted, and Jody,
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a couple of decades for you now too. So
we'll link to these in the show notes,
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but very recently the litigation
section of the State Bar of Texas
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put out in its very fine
publication, The Advocate,
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an article by Gianna Ortiz and Jacob Fane,
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it's titled SB 293 and HB16,
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A Faster Track for Summary Judgments.
There's some good points and observations
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made in that piece,
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and it talks about some things that the
Supreme Court might do when it enacts a
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rule, knowing that the rule was coming,
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but the rule had not yet been
announced when this article came out.
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And so it's got some good background
to kind of supplement Jody's point.
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And I think it does suggest that, again,
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somebody in the legislature decided
that there needed to be stricter
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accountability on the part
of our trial judges in Texas.
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And that not only includes very broad
sort of reporting or timekeeping
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requirements that have not been
imposed up to now on our trial judges,
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but also specifically getting the summary
judgments ruled on because one thing
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that was a feature, maybe it was a
bug, not a feature of the old system,
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was that there really wasn't a deadline.
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The court never had a deadline to actually
rule on an MSJ. That was one of the
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rare instances, Jody,
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in which you would hear about a trial
judge getting mandamus on a summary
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judgment ruling that was
simply by failing to rule.
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Now I've always questioned the wisdom of,
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what do you think your ruling's going to
be if the judge is mandamus to rule? So
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it's a delicate matter, shall we
say. But the truth of the matter is,
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is that litigants expect they go to
the trouble to prepare an MSJ that it's
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going to get ruled on.
And whatever the reason,
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some trial judges weren't doing it timely,
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litigants didn't always have a
good reason to set the motion,
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which was what drove all the deadlines
under the old way. So with that, well,
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the other thing I was going to mention
in terms of other resources is Jerry
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Bullard did a paper and presented to
the appellate section a few months ago.
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Steve Hayes moderated that talk. And Jody,
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you were involved in putting
that together, I believe.
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I think that Judge Bullard's presentation
is posted and available on the State
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Bar Appellate Section's website. And
there was a really interesting discussion.
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A lot of questions came about because
there was that weird interim period where
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there was a statute that had been enacted
and was effective that imposed one set
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of deadlines. And at the time,
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we were still in that window
where the other statute, I think,
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hadn't become effective,
the amended version.
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So there was some real question
about which version applies,
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what are the deadlines?
We didn't have a rule.
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All that I think is mostly behind us now.
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Any MSJ filed now is going to be
the rule that the Supreme Court is
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considering is going to be the applicable
rule and it's going to be the process
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as it was amended in the special session.
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Tentatively starting March 1st
based on administrative order.
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Correct. So we've got a little
bit of lag, a few months lag.
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And I don't know about you, I just
argued an MSJ today, just this morning.
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And my experience in talking to trial
judges about this stuff is that they were
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very aware of those deadlines. They
know what's being imposed on them.
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And we even had a little chuckle because
the case I was in court on today was
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one that was not filed before the
December 13th, I think, deadline.
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And so it's handled in that interim
period and the court said, "Don't worry,
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I'm not going to take 90 days
to rule." Well, that's good.
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He was very astute and in tune
with what the statute requires.
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So in talking to other judges too,
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I don't know if this has been your
experience, they are well aware of this.
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And I think,
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but it's interesting because I think
it doesn't get as much discussion among
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practitioners. I know there are a
lot of folks that do know about it,
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folks like Judge Bullard in the appellate
section and now the litigation section
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have done a good job of putting
the information out there.
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But I think now that the Supreme
Court has put out its proposed order,
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it's time for everybody to
kind of get in line because ...
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And that's one of the reasons
why we wanted to record
this episode is because we
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have the vehicle to get together and
talk about this and we don't purport to
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know everything there is to know about
it at this point, but it's helpful to,
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I think, to kind of
start the conversation.
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And so with all of that
sort of preparatory stuff,
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why don't we get into the
meat and potatoes of the rule?
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We'll talk briefly maybe
about the definitions.
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I actually do want to talk
about this, so go ahead.
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Yeah. Okay. Well, we're
going to kind of, I think,
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flip back and forth on who takes
the lead on different topics,
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but because it's a brand new rule,
it's not redlined, as I said,
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I think this could be
considered dry in other circles,
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but I think it's actually beneficial for
us to go through it point by point and
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talk about it and talk about
any changes from the old rule,
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even though it's not redlined and
how it's going to affect practice.
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So why don't I just kind of kick us off
on the definitions? I won't read it,
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but basically the court
provides in subsection A,
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it defines what a traditional summary
judgment motion is and it defines what a
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no evidence summary judgment motion is.
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And I think a lot of the language you'll
notice from the new rule overall is
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familiar. It comes largely from
either the text of the old rule,
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and that specifically would
be referring to 166AC,
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which was the old traditional
summary judgment motion rule and AI,
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which was the no evidence rule
enacted in 97. In the old rule
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166AC,
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there really wasn't a label of calling
it a traditional motion within the rule,
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but that is what it came to be known as
because of the later amendment to adopt
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the no evidence component of
the summary judgment rule.
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And then later in 166AI,
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it actually was referred
to as a no evidence motion.
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So they're essentially just echoing
concepts that we see either within
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the previous rule or in the case law
where a traditional motion is one that
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claims there's no genuine issue as to any
material fact of a claim or defense on
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which the movement would bear
the burden of proof at trial.
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I want to talk about that because I'm
curious if you read this the same way I
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do, but I read that or could read.
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I think there's some ambiguity
here. I read that to say,
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if you are the moving on summary judgment,
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potentially you may only move on claims
or defenses that you have the burden of
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proof at trial. I don't think
that's what they intended,
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but I think that is a plausible reading
of this statute is that you can't move
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on and maybe you isolate claim from
that requirement of burden of proof at
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trial, but even for defense,
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does that mean I can no longer move
on my opponent's affirmative defenses?
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That doesn't seem like that
could be what they intended,
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but I think that's a plausible
reading of this rule.
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I agree that I don't think
that's what was intended.
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And so load up your email program
and tell the Supreme Court that,
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"Did you really mean to remove my
ability to move for summary judgment
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affirmative defenses on traditional
grounds?" And so I think that's a great
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observation and maybe this is
a byproduct of the fact that
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this is the first time in a rule that
the Supreme Court has actually defined
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what a traditional motion
is. I think that's right,
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that this is something that maybe ought
to be considered and examined further
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because they've given us a hot
opinion right out of the gate, Jody,
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and I think it's a good one.
On the no evidence definition,
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it is literally what you've read in the
case law a million times and also in
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166AI, just defining what a
no evidence motion is, is one,
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claiming that there's no evidence of one
or more essential elements of a claim
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or defense in that instance
on which the other party,
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the adverse party has the burden of proof
at trial. I think anybody who's ever
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filed a summary judgment motion
in Texas understands that,
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knows what that means.
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I don't think that's controversial
and I think that's pretty much carried
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forward from the laws that existed. To
that point about substantive changes,
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we do have in the comment to
the:
2026
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00:16:43
of the order. And the court does say
that other than the deadline changes,
Speaker:
00:16:47
which we'll get into,
Speaker:
00:16:48
that the rewrite is not intended
to substantively change the law.
Speaker:
00:16:52
There's your fodder for your
email to the rules attorney,
Speaker:
00:16:56
because I think pointed out is potentially
a change in the law that was not
Speaker:
00:17:00
intended.
Speaker:
00:17:01
Oh, I think that's right.
Speaker:
00:17:06
That's it for the definitions. The next
subsection is about the motion itself,
Speaker:
00:17:10
and so I'll just kind of run through that.
Speaker:
00:17:12
Part one is you can combine both
traditional and no evidence motions.
Speaker:
00:17:16
That's not really anything new. You
have to title it one of three things,
Speaker:
00:17:20
which is interesting that this
is new, but more specific,
Speaker:
00:17:22
either a traditional motion
for summary judgment,
Speaker:
00:17:25
a no evidence motion for summary
judgment or combined motion for summary
Speaker:
00:17:28
judgment. That's more
specific than it was.
Speaker:
00:17:30
I'm not sure substantively
it makes any difference,
Speaker:
00:17:32
but it says an absent or incorrect
title won't get you out of the motion.
Speaker:
00:17:36
You can't use that as grounds to
deny, which ought to be the way.
Speaker:
00:17:39
Kind of sad that they even.
Speaker:
00:17:40
Have to say.
Speaker:
00:17:40
That.
Speaker:
00:17:41
Yeah, I know,
Speaker:
00:17:42
but there's appellate lawyers like us
that are just going to make something out
Speaker:
00:17:45
of it.
Speaker:
00:17:46
One big change procedurally in here is
if you want an oral hearing and you're
Speaker:
00:17:50
the movement, you have to put your
request on the cover of the motion.
Speaker:
00:17:53
And that's the same for
us with appellate briefs,
Speaker:
00:17:56
but that's something that
you've never had to have before.
Speaker:
00:17:58
And so I think practitioners need to
make a note of that because you need to
Speaker:
00:18:01
just start whatever form or draft
or paralegal or anybody you use,
Speaker:
00:18:04
just make sure they know in bold oral
hearing requested needs to go right up
Speaker:
00:18:08
there.
Speaker:
00:18:09
Yeah. I want to come back to that,
but before we move on from the titles,
Speaker:
00:18:12
do you find it interesting the courts
telling us how to title our motions?
Speaker:
00:18:16
I do too. That is oddly specific.
Speaker:
00:18:18
It is oddly specific.
Speaker:
00:18:20
I also find it interesting and I
think probably unnecessary, frankly,
Speaker:
00:18:24
but I also find it interesting
that they chose the title
Speaker:
00:18:29
combined motion instead of hybrid,
Speaker:
00:18:32
which is what we see
all over the case law.
Speaker:
00:18:35
These rules contemplate as a
combined motion for summary judgment,
Speaker:
00:18:38
which I think is correct, typically
referred to as a hybrid motion.
Speaker:
00:18:42
And a lot of the cases talk about
hybrid motions, the strategy of, well,
Speaker:
00:18:46
if you've got what's now going
to be called a combined motion,
Speaker:
00:18:50
which grounds do you pick up first when
you're analyzing this from the court's
Speaker:
00:18:54
perspective?
Speaker:
00:18:55
Probably doesn't change
the law substantively as it
clearly didn't intend to do
Speaker:
00:18:59
that, but I'll just say it's a point
of interest. And then on the cover,
Speaker:
00:19:02
I made that note too about the ...
Speaker:
00:19:04
I guess one thing that we need
to ask ourselves is, I mean,
Speaker:
00:19:07
how often do you use a quote
unquote cover in your MSJs or
Speaker:
00:19:11
responses? Maybe it's more you put
it as not really a subtitle or a
Speaker:
00:19:16
subcaption,
Speaker:
00:19:16
but there's ways to do it on the first
page of your motion without actually
Speaker:
00:19:19
having to use a cover like we do.
Speaker:
00:19:22
Which is my guess is what they mean
is the first page rather than cover.
Speaker:
00:19:26
Right.
Speaker:
00:19:26
Agreed. And as far as the titles go,
Speaker:
00:19:28
I just wonder if maybe that's more of
a notice thing so that somebody can't
Speaker:
00:19:32
later claim, "Oh, well,
I definitely meant to,
Speaker:
00:19:34
this is actually traditional and not
just no evidence or this really was meant
Speaker:
00:19:37
to be no evidence." I guess you have
to just make it clear kind of upfront,
Speaker:
00:19:41
this is either traditional
no evidence or it's both,
Speaker:
00:19:44
and you can't kind of come
back later and say, "Oh, well,
Speaker:
00:19:46
it was a motion for summary judgment."
But what I meant was that's the only
Speaker:
00:19:49
thing I could think of as for that. It
goes on to say for a traditional motion,
Speaker:
00:19:53
you have to state the specific grounds.
Speaker:
00:19:55
No evidence has to state the elements
for which there's no evidence.
Speaker:
00:19:58
That's nothing new from the old
rules. You had to do that. Of course,
Speaker:
00:20:01
if you didn't, then you couldn't get
summary judgment on that. Time to file.
Speaker:
00:20:04
Traditional motion, no real change there.
Speaker:
00:20:06
Anytime after you've appeared or answered,
Speaker:
00:20:08
you can file a traditional
motion for summary judgment.
Speaker:
00:20:11
No evidence still has the same
adequate time for discovery.
Speaker:
00:20:14
So I think there'll continue to be fights
on that and there's plenty of case law
Speaker:
00:20:17
out there as to what constitutes
an adequate time for discovery.
Speaker:
00:20:20
One thing that will change,
Speaker:
00:20:21
we'll talk about in a minute is how you
deal with that and I wonder how much it
Speaker:
00:20:25
works to change in the law.
And then when it's filed,
Speaker:
00:20:29
the clerk has to call the
motion to the court's attention,
Speaker:
00:20:31
but whatever that means, that's a
question for the clerks and the judges,
Speaker:
00:20:34
but the court has to promptly set the
motion for submission or hearing according
Speaker:
00:20:38
to this rule.
Speaker:
00:20:39
And so that is one of the new big changes
is the filing of the motion itself is
Speaker:
00:20:44
going to trigger it to be set for hearing,
Speaker:
00:20:46
not anything you do. So you can no longer
just file your motion and let it sit
Speaker:
00:20:49
there for whatever reason if you're doing
it for kind of an advance of mediation
Speaker:
00:20:53
or you just want to get it on file.
Speaker:
00:20:55
So I think probably what we're going to
start seeing in docket control orders
Speaker:
00:20:59
from courts is there's going to be maybe
an earlier deadline for dispositive
Speaker:
00:21:02
motions than previously because you
can't file this 21 days out from trial
Speaker:
00:21:06
anymore, probably.
Speaker:
00:21:07
I have to think that the way
that the deadline's working here,
Speaker:
00:21:10
it's going to have to be further back.
Speaker:
00:21:11
So I bet you're going to start seeing
those dispositive motion deadlines move
Speaker:
00:21:14
back maybe considerably even.
Speaker:
00:21:16
I would think so. I mean, now that
we've got a statutory time for ruling,
Speaker:
00:21:21
I think that would impact what trial
courts are willing to do in terms of even
Speaker:
00:21:24
entertaining summary judgment motions
too close to trial. Travis County,
Speaker:
00:21:28
as a practical matter,
Speaker:
00:21:30
the courts pretty much won't cure
a dispositive motion within a month
Speaker:
00:21:35
of trial. So it wouldn't
surprise me at all.
Speaker:
00:21:37
One of the things that is pointed out
in the advocate article is that we're
Speaker:
00:21:42
likely to see some updates and
amendments to local rules in addition to
Speaker:
00:21:47
courts dealing with this
through scheduling orders.
Speaker:
00:21:49
That would not surprise me at all.
Speaker:
00:21:51
And I think that's probably a good
move because it would be helpful if the
Speaker:
00:21:55
courts in a specific region get together
and decide how they want to handle
Speaker:
00:21:59
this, let practitioners know.
Speaker:
00:22:01
And a local rule would be a good way
to do it generally. And then of course
Speaker:
00:22:04
docket control orders.
Speaker:
00:22:05
I would suspect that summary judgment
issues now will not be something that
Speaker:
00:22:11
a trial judge will just automatically
bless whatever the parties agree to.
Speaker:
00:22:15
Now that we've got these new requirements,
Speaker:
00:22:16
I think the courts may be a little more
active and involved in what they include
Speaker:
00:22:20
in scheduling orders or docket control
orders when it comes to summary judgment.
Speaker:
00:22:24
It is interesting that the clerk has
to bring the motion to the court's
Speaker:
00:22:28
attention. That's the way it should be.
Speaker:
00:22:30
And then the court's got to set it for
submission. There was some question.
Speaker:
00:22:35
One of the things that was asked in the
advocate article is with the Supreme
Speaker:
00:22:39
Court,
Speaker:
00:22:40
that was something that was suggested
is that there would be new provisions
Speaker:
00:22:45
talking about what the clerks need to do.
Speaker:
00:22:47
The other thing that was suggested was
that the court might also impose some
Speaker:
00:22:52
duties on the parties to come back
to the court and help the court
Speaker:
00:22:56
to comply with the statutory deadlines.
That really doesn't happen in these
Speaker:
00:23:00
rules, in this new rule.
Speaker:
00:23:02
It's basically the responsibility
for staying on track is left with the
Speaker:
00:23:07
court and with assistance from
the clerk. Now, is it a good idea?
Speaker:
00:23:11
This is kind of getting
into the practice tip area,
Speaker:
00:23:13
but is it a good idea to stay informed
or to keep the court informed about what
Speaker:
00:23:17
deadlines are? Certainly while this
transition is going on, absolutely.
Speaker:
00:23:22
And we can talk about that some more
later if we have time, but bottom line,
Speaker:
00:23:25
it's always a good idea to communicate
with the court coordinator about
Speaker:
00:23:29
deadlines coming up.
Speaker:
00:23:30
The one thing that's probably worth
mentioning even before we dive deeper into
Speaker:
00:23:34
the rule is we've had statutes
and rules, statutes primarily,
Speaker:
00:23:39
I'm thinking about the TCPA,
Speaker:
00:23:41
where there have been deadlines for
ruling and it's procedurally kind of
Speaker:
00:23:45
similar because it's a potentially
dispositive motion. There's a roadmap.
Speaker:
00:23:50
There's something of a template for this.
Speaker:
00:23:51
What we haven't seen before is these
reporting requirements tied directly to
Speaker:
00:23:56
data being fed, as you
pointed out, Jody, to OCA,
Speaker:
00:23:59
which is going to be provided quarterly
to the highest echelons of our state
Speaker:
00:24:04
government. And what happens with that
when that data is reported, I don't know,
Speaker:
00:24:08
that's going to be interesting to watch.
Speaker:
00:24:09
That's beyond the full scope
of our conversation today.
Speaker:
00:24:12
But as we say all too often,
it's an interesting time.
Speaker:
00:24:15
It's always an interesting time when the
ledge has come out of session trying to
Speaker:
00:24:18
figure out what the changes
are going to look like.
Speaker:
00:24:20
But that is a change that we'll all
need to kind of keep an eye on, I think.
Speaker:
00:24:24
So back to the response.
Speaker:
00:24:26
So this is where the timing gets
really interesting because the rule
Speaker:
00:24:30
provides subsection D that
except by leave of court,
Speaker:
00:24:34
the non-movement must file a response
within 21 days after the motion is filed.
Speaker:
00:24:38
This is a huge change from the old rule.
Speaker:
00:24:41
They've indicated before you'd file
a motion and the time for filing a
Speaker:
00:24:46
response wasn't triggered at all until
a hearing was set or a submission date
Speaker:
00:24:50
was set.
Speaker:
00:24:51
And then you knew under the old rule
that you had to get your response in
Speaker:
00:24:56
seven days at least before the
submission or hearing date.
Speaker:
00:24:59
So you were able to set a firm deadline
for yourself, but it wasn't triggered.
Speaker:
00:25:04
You knew when your deadline was,
Speaker:
00:25:05
but it wouldn't be triggered until that
magical event of submission or hearing
Speaker:
00:25:09
date.
Speaker:
00:25:10
This change is going to require
non-movements to be very far more
Speaker:
00:25:14
proactive in getting their
responses done and ready than they
Speaker:
00:25:19
were before. One thing I'll note just
in that part of it, the time to file,
Speaker:
00:25:23
we'll talk about the contents in a second.
Speaker:
00:25:25
It does not provide for a different
deadline by agreement of the
Speaker:
00:25:30
parties,
Speaker:
00:25:31
which was the first thing that jumped
out at me there was how much of this can
Speaker:
00:25:34
be modified by agreement of the parties.
Typically, if you're busy,
Speaker:
00:25:39
you're in trial or you've got a couple
of big briefs going on and the idea
Speaker:
00:25:44
of,
Speaker:
00:25:44
I doubt you're going to know when the
moving party's going to file their motion
Speaker:
00:25:49
and then boom,
Speaker:
00:25:49
you got a 21-day deadline triggered
that has to fit within all your other
Speaker:
00:25:54
deadlines as a trial lawyer
or the appellate lawyer
working with trial lawyers.
Speaker:
00:25:58
And so.
Speaker:
00:25:58
That is a really short timeframe. It
is. And I can see a couple of issues.
Speaker:
00:26:03
The first one is it gives people who move
for summary judgment kind of a hammer
Speaker:
00:26:07
to use sometimes perhaps improperly
because you could file a motion,
Speaker:
00:26:11
make your opponent work like crazy,
spend a lot of time, effort, and energy,
Speaker:
00:26:14
and then you could just
withdraw the motion.
Speaker:
00:26:16
And there's nothing to
stop you from doing that.
Speaker:
00:26:18
I don't know if maybe you're trying
to get them into martial evidence or
Speaker:
00:26:20
whatever it is, but you have to file
your motion and ask for a hearing.
Speaker:
00:26:23
And that's really it is the only thing
that starts the clock running for the
Speaker:
00:26:27
other side.
Speaker:
00:26:28
The second part of that is to get
leave of court to extend or change your
Speaker:
00:26:32
deadline. Practically,
Speaker:
00:26:34
I think there are counties where that's
just going to be impossible within 21
Speaker:
00:26:37
days of getting the response and getting
a hearing to get leave of court to
Speaker:
00:26:42
change your ...
Speaker:
00:26:43
So you're still going to
have to be working in the
background and may or may not
Speaker:
00:26:46
be able to get it heard
by the court in time.
Speaker:
00:26:48
Yeah, it does seem like the moving is
really in the driver's seat on this. Yeah,
Speaker:
00:26:52
I like your description. I
don't like the impact of it,
Speaker:
00:26:55
but I think your description is accurate
that this has a potential to really be
Speaker:
00:26:59
a hammer. And the idea of
getting leave of court,
Speaker:
00:27:03
it does seem to be a gap in the rule
where if your only option for extending
Speaker:
00:27:07
that is leave of court, you can't do
it by agreement of the parties. Now,
Speaker:
00:27:11
would the movement agree,
Speaker:
00:27:13
especially one that's motivated for
the reasons that you just went through?
Speaker:
00:27:16
Maybe not,
Speaker:
00:27:17
but it seems like things are going to
get scrunched up in there on that 21-day
Speaker:
00:27:21
deadline. And you're right.
Speaker:
00:27:23
I think maybe you're a movement who could
have done a better job with discovery
Speaker:
00:27:28
and your trial date is lingering on the
horizon or your discovery date's about
Speaker:
00:27:33
to pass and you want a free look at
what the evidence is going to be on your
Speaker:
00:27:38
opposing party's motion,
Speaker:
00:27:39
then file a no evidence motion.
Not saying that's the best thing to do,
Speaker:
00:27:43
but under the rules that's
currently presented,
Speaker:
00:27:46
it does seem like that's an option
that the rule could be used for. Okay.
Speaker:
00:27:50
Contents.
Speaker:
00:27:51
The rule has always been that you had
to bring objections within the time for
Speaker:
00:27:56
responding to an MSJ.
Speaker:
00:27:58
I do find it interesting that
here under subsection D2 contents,
Speaker:
00:28:03
it does say that the response
has to include not only
evidence in support of the
Speaker:
00:28:08
response, but also objections to
the evidence supporting the motion.
Speaker:
00:28:11
So does that mean that you can't
file objections separately now?
Speaker:
00:28:15
That would seem to be an overly
technical interpretation.
Speaker:
00:28:18
I think that's probably right.
Speaker:
00:28:20
Certainly our Supreme Court has not
embraced those types of readings of the
Speaker:
00:28:23
rules, but I take your point.
Speaker:
00:28:25
I don't think that's really what is meant,
Speaker:
00:28:27
but I also find it interesting that
there's not a parallel provision stating
Speaker:
00:28:32
that the motion must include
any evidence. Obviously,
Speaker:
00:28:36
you won't have objections at that
point, but a traditional motion,
Speaker:
00:28:40
maybe it's just an understood,
Speaker:
00:28:42
implied thing in the rule that if you're
going to file a traditional motion for
Speaker:
00:28:46
summary judgment,
Speaker:
00:28:47
you can file it on legal grounds where
they don't necessarily involve evidence.
Speaker:
00:28:52
You can file it on the pleadings
and that wouldn't involve evidence.
Speaker:
00:28:55
But obviously if you're
relying on evidence,
Speaker:
00:28:59
I think you're going to have to include
that with your motion or are you,
Speaker:
00:29:02
because the rule doesn't say that.
Speaker:
00:29:04
The rule doesn't say you have to, but
I think as a practical matter, you do.
Speaker:
00:29:07
And how does that overlay
with the changes in timing?
Speaker:
00:29:12
Going back to the idea of kind
of sandbagging your opponent,
Speaker:
00:29:16
can you file an MSJ and then submit your
evidence only after you get a hearing
Speaker:
00:29:20
set?
Speaker:
00:29:21
It doesn't say the old rule had a very
specific deadline for your evidence
Speaker:
00:29:25
before the hearing, and this
one doesn't necessarily.
Speaker:
00:29:28
So maybe something else for the committee
to consider when they're looking at
Speaker:
00:29:32
revisions to this rule, but that
was just something that struck me.
Speaker:
00:29:35
So this third part of subsection D on
the response talks about when evidence is
Speaker:
00:29:40
unavailable.
Speaker:
00:29:41
I think that's really getting into the
no evidence component where you've seen
Speaker:
00:29:46
folks file motions for continuance
saying there's not an adequate time for
Speaker:
00:29:50
discovery that's passed and so forth.
Speaker:
00:29:52
This doesn't seem to be
anything too earth shattering.
Speaker:
00:29:55
What it says basically is if you're a
non-movement and you need more time to get
Speaker:
00:30:00
But more evidence,
Speaker:
00:30:00
you've got to file an affidavit or
a declaration telling the court why.
Speaker:
00:30:05
And then the court can extend the time
to file a response or deny the motion
Speaker:
00:30:09
without prejudice to permit additional
discovery. That seems reasonable to me.
Speaker:
00:30:13
I think it's interesting.
Speaker:
00:30:14
The only thing that I think is different
is now that is part of your response.
Speaker:
00:30:17
Whereas before you might be able to
file a motion to continue the summary
Speaker:
00:30:20
judgment and get it heard and submitted
before you actually had to file a
Speaker:
00:30:24
response. And now you have to do the
response. And this is part of it,
Speaker:
00:30:27
which seems to be putting a lot of
eggs in one basket. But I don't know.
Speaker:
00:30:31
You have to put all your cards out
there and hope for the best, I guess,
Speaker:
00:30:34
rather than maybe knowing that
you don't have to do a response.
Speaker:
00:30:37
So a reply is permissive, which
I guess has always been the case.
Speaker:
00:30:42
It has to be filed within
seven days after the response,
Speaker:
00:30:45
which is a pretty quick turnaround.
Speaker:
00:30:47
And before there was no real
deadline in the rule for a reply,
Speaker:
00:30:51
you could do one if you had time.
And I guess you really only had seven days
Speaker:
00:30:54
because typically the response was
going to come at the earliest seven days
Speaker:
00:30:57
before the hearing.
Speaker:
00:30:58
But now you have a hard deadline and
it's keyed off of when the response is
Speaker:
00:31:02
filed, regardless of when the hearing is.
Speaker:
00:31:04
It can't raise any new or independent
summary judgment grounds unless there's an
Speaker:
00:31:08
amended pleading. But one
thing that it doesn't say,
Speaker:
00:31:11
and one thing that is not clear from
these rules that you mentioned in the
Speaker:
00:31:14
context of the initial
motion is the old rule,
Speaker:
00:31:16
you couldn't file any new evidence
after 21 days if you were the movant.
Speaker:
00:31:21
This doesn't say you can or can't,
but it just doesn't say. So arguably,
Speaker:
00:31:26
you can't raise a new or independent
ground. That does not, to me,
Speaker:
00:31:30
in its words,
Speaker:
00:31:31
foreclose you filing new evidence in
response or in reply to a response.
Speaker:
00:31:36
Yeah, that's an interesting point.
Speaker:
00:31:37
That's not something that you could have
done under the old rule because of the
Speaker:
00:31:42
hard 21 day notice period.
You had to have it all in.
Speaker:
00:31:46
The non-movant had to have that 21 days
notice of the hearing at a minimum,
Speaker:
00:31:50
and you couldn't go changing
the game in the middle.
Speaker:
00:31:53
So yet not only do we have now expressly
stated in the rule about when you've
Speaker:
00:31:57
got to file a reply. It is different
than previous practice though,
Speaker:
00:32:01
because yeah,
Speaker:
00:32:02
you're right that you only had seven days
to do it as a practical matter if the
Speaker:
00:32:06
response was filed seven days before
the hearing, which would've been timely.
Speaker:
00:32:10
I guess occasionally you would
see responses filed sooner,
Speaker:
00:32:13
but strategically it was, in
my experience, pretty rare.
Speaker:
00:32:16
Yeah. Most of the time
it was seven days before.
Speaker:
00:32:18
That's right.
Speaker:
00:32:20
But I wonder if part of the
reason for this is common,
Speaker:
00:32:25
but maybe not the best practice of
dropping or apply on the court like the
Speaker:
00:32:29
morning of the hearing.
Speaker:
00:32:31
That's how I read all of these deadlines
is the idea might be to give the court
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00:32:34
more time to digest since it's
on a clock to rule more quickly.
Speaker:
00:32:38
Yeah.
Speaker:
00:32:39
If you kind of back out from, you've
got to have a hearing within 60 days.
Speaker:
00:32:44
If you have to file within
21 days after it's set,
Speaker:
00:32:47
and then seven days after that,
or 21 days after it's filed,
Speaker:
00:32:51
seven days after that, you're
at about 30 days right there.
Speaker:
00:32:55
Then within 30 days, the
court has to hear it.
Speaker:
00:32:58
I guess the idea is to give the court
as much time as possible to kind of
Speaker:
00:33:01
prepare and put it together, which
I understand and sympathize with,
Speaker:
00:33:04
particularly if it's going
to have to make a ruling.
Speaker:
00:33:06
It's not a change in the law. This part
of the court has added about contents.
Speaker:
00:33:10
I mean, the rule generally,
Speaker:
00:33:12
the law has been that the motion and
the response, but this is a reply,
Speaker:
00:33:16
so we're really talking about the motion,
Speaker:
00:33:19
stand or follow them within
their own four corners.
Speaker:
00:33:22
And so it is interesting that it
does codify what you can do when
Speaker:
00:33:27
the opposing party has
amended the pleading.
Speaker:
00:33:29
And there's a whole body of case law in
that that you have to basically redo the
Speaker:
00:33:33
whole motion just because the opposing
side decided to amend their pleading to
Speaker:
00:33:37
potentially meet some issue
that you've raised in your MSJ.
Speaker:
00:33:41
This expressly allows the moving
party in a reply to address the
Speaker:
00:33:46
amended pleading,
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00:33:47
which I think is in practice how it
was done before because of the law that
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00:33:52
developed.
Speaker:
00:33:53
It's not a new ground necessarily. And
my recollection of the law on that is if
Speaker:
00:33:58
the ground you asserted in your
motion covered the new pleading,
Speaker:
00:34:01
then you were good. You could
still get summary judgment,
Speaker:
00:34:04
even if there was some tweak
to the theories that maybe
the non-movement made to
Speaker:
00:34:08
try and avoid summary judgment or cast
doubt on whether it should be granted.
Speaker:
00:34:12
So I think in practice, this is
consistent with how things have been done,
Speaker:
00:34:16
second part of the rule
on the reply. Well,
Speaker:
00:34:18
the next part is the
provision on withdrawal,
Speaker:
00:34:21
which was I think part of the statute,
Speaker:
00:34:23
but the rule says in subpart F that any
withdrawal of the motion must be filed
Speaker:
00:34:28
and must identify the date the
motion was filed. And strategically,
Speaker:
00:34:32
withdrawals are going to be a thing
for lots of reasons, potentially.
Speaker:
00:34:37
But going back to what you were
talking about earlier about filing an
Speaker:
00:34:42
early motion and trying to get leverage
early in a case or filing a motion
Speaker:
00:34:46
maybe shortly before mediation
and then case doesn't settle. And
Speaker:
00:34:51
then what happens if you're really
not ready to advance the motion?
Speaker:
00:34:56
So the rule is made clear there's a
mechanism for filing a withdrawal and it's
Speaker:
00:35:01
actually a separate filing.
You can't just not take action.
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00:35:05
Cancel the hearing.
Speaker:
00:35:06
Right. So just thinking
through this, I mean,
Speaker:
00:35:09
what happens if you're going to get
notice of your hearing and maybe you
Speaker:
00:35:13
intended to withdraw the motion,
but you just didn't. And remind me,
Speaker:
00:35:18
are we going to be allowed to withdraw
a motion anytime before the submission
Speaker:
00:35:22
date?
Speaker:
00:35:23
It doesn't say. I don't think.
Speaker:
00:35:25
Yeah, I don't think it does either.
And I think that's the implication.
Speaker:
00:35:29
Yeah, I think so too.
Speaker:
00:35:30
I guess the practice pointer there is
don't make the court go through the
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00:35:35
exercise of setting a hearing and starting
to prepare for a hearing and then at
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00:35:38
the last minute withdraw your motion.
If you know you're going to withdraw it,
Speaker:
00:35:42
I think the better practice would be
advise the court that you're going to
Speaker:
00:35:46
withdraw it and then go
ahead and get that on file.
Speaker:
00:35:49
I think the other part of this is
you can always bring it again later.
Speaker:
00:35:54
If you filed it prematurely and you're
not really ready to proceed on it for
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00:35:57
whatever reason,
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00:35:58
withdraw it before you run up against any
of the timeframes that the court needs
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00:36:03
to be mindful of.
Speaker:
00:36:04
And when you've got your ducks in a row
and you've got your evidence or whatever
Speaker:
00:36:07
ground you want to proceed on,
then you can always rebring it.
Speaker:
00:36:11
It's the way that I read the rule.
Speaker:
00:36:12
I think that's right.
Speaker:
00:36:13
The next portion is the hearing
deadlines and the ruling deadlines.
Speaker:
00:36:18
And this is, again,
Speaker:
00:36:19
one of the big changes that the
statute actually brought about.
Speaker:
00:36:22
So the first part of the rule is a hearing
or submission date can't be within 35
Speaker:
00:36:27
days of the filing.
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00:36:28
So instead of the 21 days notice
you might have gotten before,
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00:36:30
you now get at least 35,
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00:36:32
which makes sense when you build in the
fact that you've got to have at least 28
Speaker:
00:36:36
days worth of time from the filing of
the motion to be able to get all the
Speaker:
00:36:38
replies in.
Speaker:
00:36:40
But the court has to set the motion for
hearing or submission within 60 days
Speaker:
00:36:44
after filing, unless the
court's docket has an issue,
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00:36:49
there's some kind of good cause
shown, or if the movant agrees.
Speaker:
00:36:52
So there's a little bit of leeway,
Speaker:
00:36:53
but not a whole lot. It's kind
of like the TCPA in that respect.
Speaker:
00:36:57
You've got to have it 60 days or
maybe you can push it out to 90,
Speaker:
00:37:00
but 90 appears to be the
hard deadline on this.
Speaker:
00:37:02
Yeah, this is where it is sort
of reminiscent of the TCPA.
Speaker:
00:37:07
I remember when that all first came
about and for a couple years after that,
Speaker:
00:37:11
there was a lot of pearl clutching about,
Speaker:
00:37:13
what are we going to do
about these deadlines?
Speaker:
00:37:15
And it seems to have worked
itself out over time.
Speaker:
00:37:18
I suspect it'll be the same for this rule.
Speaker:
00:37:21
Yeah, I think so too.
The court can reset it,
Speaker:
00:37:24
but it has to be within the timeframe.
Speaker:
00:37:26
So within your 60 days
or maybe your 90 days,
Speaker:
00:37:28
the court does have the option to
reset it. You've got to, by rule now,
Speaker:
00:37:32
which is, I think most local
rules cover this, but by rule 166,
Speaker:
00:37:35
you have to submit a proposed order
before the submission or hearing date,
Speaker:
00:37:39
which makes sense. Can't
have oral testimony at the
hearing. That's nothing new.
Speaker:
00:37:43
And the court has to record in its
docket the date the motion was heard or
Speaker:
00:37:46
submitted, which again, practically
I don't think is much different.
Speaker:
00:37:49
It's just something that's in the
rule, whereas it wasn't before,
Speaker:
00:37:52
which has to do with the reports.
Speaker:
00:37:54
Yeah, that was statutory and right.
Speaker:
00:37:56
I think that does get into the reporting
aspect of it. Okay. Well, standards.
Speaker:
00:38:02
I mean, I look at this and I think,
Speaker:
00:38:04
and maybe it's nice to have some
of this recited in the rule.
Speaker:
00:38:07
First part is grounds.
Speaker:
00:38:09
This rule says that judgment won't
be granted except on the grounds,
Speaker:
00:38:12
traditional or no evidence grounds is
the way it refers to the rule internally
Speaker:
00:38:17
by number, but the grounds stated are B2C,
Speaker:
00:38:21
which is traditional motion and
B2D, which are no evidence motion.
Speaker:
00:38:25
I'm sure what other grounds you would
bring summary judgment, but that's it.
Speaker:
00:38:30
So I, again, fine to state this. I'm
not sure it's necessary, but okay.
Speaker:
00:38:34
And here we get into the standards
that the trial courts must apply.
Speaker:
00:38:39
I think this will make its way into
the appellate opinions too, eventually,
Speaker:
00:38:43
and appellate review under the standard
of review. But the traditional motion,
Speaker:
00:38:47
the new provision in the rule says the
court must grant their traditional motion
Speaker:
00:38:51
if the movement shows,
Speaker:
00:38:52
this is mirror image of 166AC as it exists
Speaker:
00:38:57
today. And you have to grant it, if the
movement shows, except as to damages,
Speaker:
00:39:02
there's no genuine issue
as to any material fact,
Speaker:
00:39:04
and the movant is entitled to judgment
as a matter of law and the issues
Speaker:
00:39:08
expressly set out in the motion.
Speaker:
00:39:10
So we're really getting it drilled into
our head that you can't go outside the
Speaker:
00:39:13
motion and grant summary judgment
on grounds outside the motion.
Speaker:
00:39:17
And here's the standard that I think
has been followed for as long as there's
Speaker:
00:39:21
been summary judgment in Texas.
Speaker:
00:39:22
But the recitation on the standard for
no evidence is the same as we've read.
Speaker:
00:39:27
And I think it actually
carries over almost verbatim,
Speaker:
00:39:29
certainly the same concept.
Soon to be former rule 166AI,
Speaker:
00:39:33
which is the court must grant the new
evidence motion unless the responding
Speaker:
00:39:37
party produces summary judgment evidence
raising a genuine issue of material
Speaker:
00:39:41
fact.
Speaker:
00:39:41
I think that's right. The only thing
I note here that's slightly different,
Speaker:
00:39:45
and again, I think this is
probably an unintended change,
Speaker:
00:39:47
is in the traditional motion standard
where it says, if you show that,
Speaker:
00:39:52
except as to damages, there's no
genuine issue of material fact.
Speaker:
00:39:55
The old rule said as to the amount
of damages, they took out amount.
Speaker:
00:39:58
And this almost,
Speaker:
00:39:59
I don't think they mean you can't
move for summary judgment on damages,
Speaker:
00:40:02
but arguably that's how this rule now
reads when you take out the word amount
Speaker:
00:40:06
rather than just damages more generally.
Speaker:
00:40:08
Yeah. I can't really think of any other
potential consequence to that. Well.
Speaker:
00:40:12
There are grounds to move for summary
judgment on damages that are not the
Speaker:
00:40:15
amount. It could be the wrong measure.
It could be a lot of different things.
Speaker:
00:40:19
But again, I doubt that
that was an intended change,
Speaker:
00:40:21
but it could be read that way. So I'll
make sure to put that in my email.
Speaker:
00:40:24
There you go.
Speaker:
00:40:25
Yeah. I'm sure that in part,
Speaker:
00:40:27
and knowing that there's not an intention
to change the law substantively,
Speaker:
00:40:32
maybe it was just a matter of somebody
thought that amount of didn't add
Speaker:
00:40:36
anything substantively,
but I see your point.
Speaker:
00:40:38
I think amount of did add
something to the old rule.
Speaker:
00:40:41
So I'll be curious to see how that
turns out I've comment periods over.
Speaker:
00:40:49
If we're done with standards,
Speaker:
00:40:50
then the next provision has to do
with the ruling and it encompasses
Speaker:
00:40:55
the rule. It says the court has to
sign a written ruling on the motion,
Speaker:
00:40:58
says it has to file it with
the clerk, which that's good.
Speaker:
00:41:02
We've talked over a period of time about
what happens when things aren't filed
Speaker:
00:41:06
and notified.
Speaker:
00:41:07
And this does say that the court has to
provide the ruling to the parties within
Speaker:
00:41:10
90 days after the hearing or written
submission date. We've got now some fail
Speaker:
00:41:14
states.
Speaker:
00:41:15
My take on this is the key
part of it is providing
Speaker:
00:41:20
the ruling to the parties
and also obviously within
the 90 days as the statute
Speaker:
00:41:24
requires,
Speaker:
00:41:25
but before there wasn't a provision
requiring the court to actually
Speaker:
00:41:30
provide the ruling to the parties,
Speaker:
00:41:32
we've now got some fail safes built into
our e-filing system through Research
Speaker:
00:41:37
Texas where everyone should be getting
notices of all court orders now.
Speaker:
00:41:41
And I'm not sure how much
we've ever talked about this,
Speaker:
00:41:43
but you may have noticed that you're
getting redundant emails from not only you
Speaker:
00:41:47
getting your e-file e-service emails,
Speaker:
00:41:49
but you're also getting emails from
research texts that are case notices.
Speaker:
00:41:54
And that was one of the things that
that was intended to help with was
Speaker:
00:41:58
situations where the courts weren't
providing their judgments or orders to
Speaker:
00:42:02
parties.
Speaker:
00:42:03
There was substantive rights being
lost as a result of delay. You had some
Speaker:
00:42:07
actions you could take,
306A motions out of time,
Speaker:
00:42:12
but the idea is this is not really what
this rule change is completely about.
Speaker:
00:42:17
I think it's designed really
to meet the statutory deadline,
Speaker:
00:42:20
but putting in that language there about
providing the ruling to the parties
Speaker:
00:42:23
within the 90 days, I do like to see that.
Speaker:
00:42:26
I've always been uneasy about parties
not being notified of court actions.
Speaker:
00:42:31
I'm glad to see that between this and
the way that we've got our e-filing
Speaker:
00:42:36
system and research text is set up
now, you got to look at your email,
Speaker:
00:42:40
but you're going to get
notice of court orders.
Speaker:
00:42:43
The next one is kind of an interesting
change that does not really have a
Speaker:
00:42:46
counterpoint in the old rule,
Speaker:
00:42:49
and it is the use of discovery
not otherwise on file.
Speaker:
00:42:52
So discovery that is not on file, which
I assume to mean in the court's file,
Speaker:
00:42:56
and I don't know if that means just
filed someplace else or if it means
Speaker:
00:43:00
certificates of written discovery or what,
Speaker:
00:43:02
but you can use it as your summary
judgment evidence, which is nothing new,
Speaker:
00:43:05
but there have to be copies of the
material or appendices containing the
Speaker:
00:43:09
evidence or a notice containing specific
references to the discovery or specific
Speaker:
00:43:13
references to other instruments that are
filed with a statement of intent to use
Speaker:
00:43:18
the specific discovery of summary judgment
evidence either at the time of the
Speaker:
00:43:21
motion, if you're using
it to support your motion,
Speaker:
00:43:24
or at the time the response is filed,
Speaker:
00:43:26
if it's going to be used to oppose it.
So this is an interesting change and I'm
Speaker:
00:43:30
not sure I'd completely understand how
it's going to work because I would think
Speaker:
00:43:34
as a practical matter,
Speaker:
00:43:35
if it's discovery that's not on file and
you're the movement or the respondent,
Speaker:
00:43:39
you would have to file it with
the court because otherwise,
Speaker:
00:43:41
how would the court be able to see the
evidence to evaluate whether or not
Speaker:
00:43:45
there's genuine issues of material fact?
Speaker:
00:43:47
So this was an interesting change that
I don't know that I've fully absorbed
Speaker:
00:43:50
yet.
Speaker:
00:43:50
I don't think I have.
Speaker:
00:43:52
This made me think of recitations in the
summary judgment motions where you are
Speaker:
00:43:56
referring to other
materials that are on file,
Speaker:
00:43:59
not necessarily attached to your
motion or to your response, I think.
Speaker:
00:44:03
But I think you're correct that
this is something different.
Speaker:
00:44:07
And I think I agree that, well,
if it's not otherwise on file,
Speaker:
00:44:11
you need to get it on file.
And why you would do it,
Speaker:
00:44:15
I'm not sure I really
understand the purpose of this
because you have to file it
Speaker:
00:44:20
with a statement of
intent as you pointed out.
Speaker:
00:44:22
Why wouldn't you just attach it to your
motion and incorporate it as an exhibit?
Speaker:
00:44:27
The finer points of that I think are
not registering with me just yet.
Speaker:
00:44:30
Me neither, but just be
aware that that exists.
Speaker:
00:44:33
And it does the subsections and
subparts of that rule do clarify.
Speaker:
00:44:37
Maybe it is kind of an appendix
idea because if you turn the page,
Speaker:
00:44:41
that was at the bottom of page five.
At the top of page six of the order,
Speaker:
00:44:45
it does clarify that these materials
have to be presented at the time the
Speaker:
00:44:50
motion is filed if it's used to support
the summary judgment or at the time the
Speaker:
00:44:54
response is filed.
Speaker:
00:44:55
So I think that avoids any implication
that you could file your motion.
Speaker:
00:45:00
Maybe this answers my question
from a little while ago.
Speaker:
00:45:03
Did you file your motion and just not
ever file your evidence until sometime
Speaker:
00:45:07
later? Well, this seems
like that clears it up.
Speaker:
00:45:09
A little bit, but this is only
limited to discovery not on file,
Speaker:
00:45:13
which you use plenty of other things
to support your summary judgment motion
Speaker:
00:45:17
that may or may not be
discovery. I don't know.
Speaker:
00:45:19
It's one that I don't know
that I fully understand yet,
Speaker:
00:45:21
but I guess we'll figure it out.
Speaker:
00:45:23
The subpart K, all requested
relief not granted.
Speaker:
00:45:26
It's something that's brought over.
Speaker:
00:45:28
It was in another form and
it was the old rule 166
Speaker:
00:45:33
case not fully adjudicated on motion.
Speaker:
00:45:36
And I think the intent is to basically
bring forward the concept that was in the
Speaker:
00:45:41
old rule. Although it does delete one
of my favorite phrases in rule 166A,
Speaker:
00:45:46
which was that the court
could interrogate counsel.
Speaker:
00:45:49
They should leave that in.
Speaker:
00:45:51
You know, that's an old
vestige of ... I don't know.
Speaker:
00:45:53
I haven't been interrogated by the
court too many times in my career,
Speaker:
00:45:58
but I think that served a good purpose.
It was basically trying to get at,
Speaker:
00:46:02
all right,
Speaker:
00:46:02
here's what I am going to give you on
summary judgment and let's talk about
Speaker:
00:46:06
what's left.
Speaker:
00:46:07
And I think that that's the same intent
being carried forward here in this new
Speaker:
00:46:11
version,
Speaker:
00:46:12
which basically just says if the court
doesn't grant all the relief that the
Speaker:
00:46:15
motion requests,
Speaker:
00:46:16
then the court may ascertain what
material fact issues exist and then
Speaker:
00:46:21
identify those issues or identify
the facts that are established as a
Speaker:
00:46:25
matter of law and then figure out
what else needs to be addressed.
Speaker:
00:46:30
So I think that it works as a practical
matter the same as in the old rule.
Speaker:
00:46:34
And maybe we haven't said this explicitly,
Speaker:
00:46:36
but one thing that this rewrite does
accomplish is there's a few archaic
Speaker:
00:46:41
phrases in the old 166A. There's a few
therewiths and that sort of thing that we
Speaker:
00:46:46
don't see in this rewrite.
Speaker:
00:46:47
And so I think the court probably
could still interrogate counsel in its
Speaker:
00:46:51
discretion.
Speaker:
00:46:52
Yeah.
Speaker:
00:46:53
I'm pretty sure I've been interrogated
in all kinds of proceedings in court that
Speaker:
00:46:57
are not summary judgment and just because
the rule doesn't specifically say it
Speaker:
00:47:00
doesn't mean it can't happen.
Speaker:
00:47:01
That's right. That's right.
Speaker:
00:47:03
So I think in part what this
means is you can still have,
Speaker:
00:47:06
the court may grant your relief in part
and there may be parts left over that
Speaker:
00:47:09
still have to be resolved,
Speaker:
00:47:10
but this is saying that the court
may issue an order specifying facts
Speaker:
00:47:15
established as a matter of law and
direct other appropriate proceedings.
Speaker:
00:47:18
So you'll know what's left of your case
that needs to be tried or otherwise
Speaker:
00:47:22
resolved at the end of this
summary judgment proceeding.
Speaker:
00:47:25
I think that's right.
Speaker:
00:47:26
Form of affidavit looks to me to be
just effectively a similar kind of
Speaker:
00:47:31
modern rewrite of 166AF. There's
not really much different there.
Speaker:
00:47:35
They delete the sentence that says
defect in the form of affidavit or
Speaker:
00:47:39
attachments won't be ground for reversal
unless specifically pointed out by
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00:47:42
objection. I can't imagine that the
omission changes that rule at all.
Speaker:
00:47:46
I think there's a pretty good body of
case law from the Supreme Court that says
Speaker:
00:47:49
defects and substance don't have to be
objected to, but defects and form do.
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00:47:52
So I don't think the fact that the rule
says it or doesn't is likely to change
Speaker:
00:47:56
that.
Speaker:
00:47:57
I agree with that.
Speaker:
00:47:57
And the court was probably wise to not
try and get into what is a substantive
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00:48:02
defect or a form defect
within the body of the rule.
Speaker:
00:48:05
The case law is very well
established on that too.
Speaker:
00:48:08
Although it's not always as black
and white as you would think.
Speaker:
00:48:11
Well, that's true, but ...
Speaker:
00:48:13
Yeah. The affidavit, the last
part of the new rule is subpart M,
Speaker:
00:48:17
and it has to do with affidavits or
declarations submitted in bad faith.
Speaker:
00:48:21
I think substantively, this is
the same as in the old rule.
Speaker:
00:48:24
It's subpart H under the old
rule. It's basically don't do it.
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00:48:29
And if you do,
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00:48:30
you can be held responsible
for the other side's expenses,
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00:48:34
including attorney's fees and possibly
could be held in contempt or subject
Speaker:
00:48:39
to other sanction. So that is
hopefully no one listening to our show.
Speaker:
00:48:44
This something we even need to have a
lecture on. It just carries forward the,
Speaker:
00:48:48
I think, previous practice,
which is I think a good rule.
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00:48:51
You shouldn't be able to contradict
your clear deposition testimony by
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00:48:55
submitting an affidavit that goes
directly against what you said in sworn
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00:48:59
testimony.
Speaker:
00:49:00
Although I do think that that
is a little bit ... I mean,
Speaker:
00:49:02
that is a sham affidavit,
Speaker:
00:49:03
which I'm not sure is the same thing
as a bad faith affidavit. It may be.
Speaker:
00:49:07
It may be so bad that
it's bad faith, but-.
Speaker:
00:49:10
Oh no, you're right. That is
true. They could be the same,
Speaker:
00:49:12
but it isn't necessarily ... Yeah,
it isn't necessarily the same.
Speaker:
00:49:17
The court does suggest what bad faith
is. Bad faith could be solely for delay,
Speaker:
00:49:22
but that's maybe something other than
because it's separately set out in the
Speaker:
00:49:26
rule, bad faith can be other
things, increasing costs,
Speaker:
00:49:30
taking frivolous positions,
whatever they may be.
Speaker:
00:49:33
There is a distinction between a sham
affidavit and a bad faith affidavit.
Speaker:
00:49:38
Sham affidavit could be bad faith, but
bad faith wouldn't necessarily be sham.
Speaker:
00:49:42
No, definitely.
Speaker:
00:49:44
All right. The comments
from the previous revisions,
Speaker:
00:49:48
1990 and 1997 remain in the rule because
Speaker:
00:49:53
the first couple are, they're
I think mostly for ...
Speaker:
00:49:55
They're sort of historical artifacts above
everything else because of the nature
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00:50:00
of the rewrite.
Speaker:
00:50:01
And the only comment to the 2026
change is it's rewritten to implement
Speaker:
00:50:05
government code section 23.303
and to modernize the rule,
Speaker:
00:50:09
which is good.
Speaker:
00:50:10
And then it recites that there's no
intent to substantively change the law.
Speaker:
00:50:15
We're running a little bit long,
Speaker:
00:50:17
but what are the takeaways beyond
just having gone through the new rule
Speaker:
00:50:21
structure that we come away with from
this conversation today or just the fact
Speaker:
00:50:26
that we're now seeing this change?
Speaker:
00:50:28
I think to me, the takeaway,
Speaker:
00:50:29
the big one is make sure you're on top
of summary judgments when you get one,
Speaker:
00:50:34
particularly if you're the
respondent. In the old days, okay,
Speaker:
00:50:36
you got a summary judgment motion, but
until you get the notice of hearing,
Speaker:
00:50:40
it is what it is. But now
your deadline starts to run,
Speaker:
00:50:43
I think even if it's not set for hearing,
Speaker:
00:50:45
it's just from the date that it's filed.
Speaker:
00:50:47
And so I think it's important to start
calendaring your deadlines the minute you
Speaker:
00:50:51
get it. And I'm not sure that
we had to under the old rules,
Speaker:
00:50:54
so make a file summary judgment and it
may be months and months before it even
Speaker:
00:50:57
gets set for a hearing or never,
frankly. So I think stay on top of that.
Speaker:
00:51:00
And I think about what you would move
for summary judgment on or what you
Speaker:
00:51:05
anticipate the other side to move for
summary judgment on early so you can kind
Speaker:
00:51:08
of put your stuff together and be in
our position to respond as quickly as
Speaker:
00:51:11
possible.
Speaker:
00:51:12
Yeah. I think the changes do advise
toward using summary judgment motions
Speaker:
00:51:17
judiciously. I don't think you want to
get into a situation where you just,
Speaker:
00:51:22
it's common practice for you
to withdraw your motions.
Speaker:
00:51:25
I think both of us would probably say,
if you've got grounds to bring it,
Speaker:
00:51:29
bring it.
Speaker:
00:51:30
But keep in mind that you are starting
a clock for the trial court that
Speaker:
00:51:35
you don't want to reset the clock too
many times or maybe the court gets
Speaker:
00:51:40
tired of you filing and withdrawing
summary judgment motions. But to me,
Speaker:
00:51:44
that's the biggest overall takeaway to
all this is for the first time we've got
Speaker:
00:51:49
our trial judges on the clock when
it comes to summary judgment motions.
Speaker:
00:51:53
And as we've said, we've got some
experience with this under the TCPA.
Speaker:
00:51:58
All the trial judges, they've
coped with that and it's been fine,
Speaker:
00:52:01
but what we haven't had are the reporting
requirements that come along with this
Speaker:
00:52:05
legislation. So that's going
to be something that time
will tell what the result
Speaker:
00:52:10
of that is.
Speaker:
00:52:11
But I think you have to be strategic
with your summary judgment filings.
Speaker:
00:52:15
What strategy turns out to be
legitimate versus not legitimate?
Speaker:
00:52:18
As we pointed out here today,
Speaker:
00:52:19
there are some uses of it
might not be the intended use.
Speaker:
00:52:23
That's right.
Speaker:
00:52:24
But there's always going to be someone
who's going to test the limits and that's
Speaker:
00:52:28
how the law evolves. So we're making no
endorsement of any particular strategy.
Speaker:
00:52:34
We're here to just point out stuff we see.
Speaker:
00:52:36
That's right.
Speaker:
00:52:37
And I'm having fun with some of the rule
change stuff that we've been able to do
Speaker:
00:52:40
lately.
Speaker:
00:52:41
I think it gives us a reason to get
together and just talk through stuff and
Speaker:
00:52:45
hopefully people find what we have to say
and the questions that we ask helpful.
Speaker:
00:52:49
If you've got other things that you'd
like to see us talk about though,
Speaker:
00:52:52
let us know.
Speaker:
00:52:53
Reach out to one of us and we'll
consider that for a future episode.
Speaker:
00:52:56
Anything before we sign off today, Jody?
Speaker:
00:52:58
I don't think so. February 28th
is the deadline for comments,
Speaker:
00:53:01
but I'd say sooner is better than
later. So get them in if you have them.
Speaker:
00:53:05
Yeah. The ledg did say this was not
really optional for the Supreme Court.
Speaker:
00:53:09
Even though the order says the court
expects the amendments to take effect on
Speaker:
00:53:13
March 1,
Speaker:
00:53:14
I believe the statute says the court
will adopt new rules or a new rule
Speaker:
00:53:19
by March 1. So I don't think
that date's going to change.
Speaker:
00:53:23
There will be a rule. It
may not be exactly this,
Speaker:
00:53:25
but it's going to be
something similar, I think.
Speaker:
00:53:27
So yeah, get those comments in and yeah,
Speaker:
00:53:29
definitely let your voice be heard
because as we've pointed out here before,
Speaker:
00:53:33
I know the court does
consider those comments.
Speaker:
00:53:35
Those are discussed actively
in the Supreme Court Advisory
Committee and brought
Speaker:
00:53:39
to the court's attention. As
we've pointed out here today,
Speaker:
00:53:42
I think there are a few things that
could be revisited and clarified,
Speaker:
00:53:45
so get those comments in.
Speaker:
00:53:47
All right. Well, with that,
Speaker:
00:53:49
I think that's it for this episode
and we'll see you next time.
Speaker:
00:53:52
That's right.
Speaker:
00:53:52
Hope everyone has a great start to 2026
and we'll be seeing you again soon.
Speaker:
00:53:59
Thanks for listening to the
Texas Appellate Law Podcast.
Speaker:
00:54:02
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Speaker:
00:54:04
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00:54:06
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Speaker:
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Speaker:
00:54:32
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