# Eric Profaca and Kristaan Dale v. Breeze Coach Leasing, Inc., TMARE LLC, and Joseph Lyes

> Texas Court of Appeals, 1st District (Houston) · July 15, 2025

URL: https://www.frixlaw.com/law-library/cases/11104244

## Case

- **Court:** Texas Court of Appeals, 1st District (Houston)
- **Decided:** July 15, 2025
- **Precedential status:** Published
- **Opinion:** Opinion
- **Cited by:** 0 later opinions in the Frix Law Library

## Citator (automated)

- No negative treatment found by the automated citator. That is not the same as a confirmation that the case is good law; read the citing cases.
- Full citator and citing cases: https://www.frixlaw.com/law-library/cases/11104244

## How later opinions describe it (automated extraction)

- holding that exclusion was “harmless because the testimony excluded was in some form effectively obtained from other sources”
- stating that ruling excluding evidence is likely harmless if evidence was cumulative or if evidence was so one-sided that error likely made no difference in judgment

## Opinion text

Opinion issued July 15, 2025

In The

Court of Appeals
For The

First District of Texas
————————————
NO. 01-24-00078-CV
———————————
ERIC PROFACA AND KRISTAAN DALE, Appellants
V.
BREEZE COACH LEASING, INC., TMARE, LLC, AND JOSEPH LYES,
Appellees

On Appeal from the 215th District Court
Harris County, Texas
Trial Court Case No. 2020-19954

MEMORANDUM OPINION

This personal injury appeal arises from a single-vehicle bus accident on Loop

610 in Houston. After leaving Dallas in the predawn hours, the bus somehow ran off

the road and crashed into a concrete barrier as it attempted to merge onto Loop 610.

The crash damaged the bus and threw the sleeping passengers around the inside of
the cabin. Several passengers suffered injuries. The wreck itself did not take

anybody’s life, but the bus driver had shown signs of illness for at least a week and

died only two days later, so she could not testify to explain how and why she drove

the bus off the road that morning.

Passengers Eric Profaca and Kristaan Dale filed suit. They persuaded a jury

that the driver was negligent and won compensatory damages against the driver’s

employer, Breeze Coach Leasing, Inc. But the jury’s award of combined damages

totaling nearly $1.9 million was less than they believed was appropriate, so they

appealed.

Profaca and Dale assert three issues on appeal. In the first two issues, they

argue that the trial court gutted their case by excluding critical evidence. In the third

issue, they argue that the jury charge misworded the definition of physical

impairment.

Although the challenges to the trial court’s evidentiary rulings have

considerable force, we hold that the rulings did not cause an improper judgment.

Appellants tried their case well enough to obtain a finding that the driver’s

negligence proximately caused the injuries they sustained in the bus crash. The trial

fell short of perfect, but they have not established harm on this record. We further

hold that the charged definition of physical impairment was correct. Accordingly,

we affirm.

2
Background

Tyler Marenyi is an electronic dance artist who performs concerts across the

country under the stage name DJ Nghtmre. In December 2019, DJ Nghtmre

embarked on the Portal Tour, which included performances in Dallas and Houston

in February 2020, just before the COVID-19 pandemic. DJ Nghtmre formed

TMARE, LLC to facilitate the tour. TMARE hired Joseph Lyes as the tour manager.

The tour employed Profaca as a master electrician and Dale as the production

manager. Profaca, Dale, and other members of the production crew traveled to each

of DJ Nghtmre’s performances.

The tour transported its equipment with an 18-wheeler truck, but it transported

DJ Nghtmre and the crew in buses. TMARE leased two tour buses from Breeze for

use on the Portal Tour: one bus transported DJ Nghtmre and the second bus

transported eleven crew members, including Dale and Profaca. Breeze also provided

drivers for the buses, and it hired Cynthia Lopez to drive the crew bus.

TMARE and Breeze entered into a written coach lease agreement concerning

the buses.1 Relevant here, the agreement provided that TMARE would assume

certain duties, including “the Driver’s compliance” with federal regulations:

6. Lessee shall neither use nor allow the Coach(s) to be used for
illegal purposes or otherwise subject the Coach(s) to
confiscation. Lessee agrees not to permit the leased Coach(s)

1
Neither Breeze nor TMARE signed the lease agreement, but TMARE concedes on
appeal that “[t]he parties agreed to live by the lease’s terms anyway.”
3
hereunder to be used in violation of any Federal, State, or
Municipal statute, law, ordinance, rule or regulation applicable
to the operation of such coach(s). . . .
****
10. Lessor shall be solely responsible for the Coach’s compliance
with Federal Motor [C]arrier Regulations in response to U.S.
Department of Safety implementation of the Motor Carrier
Safety Act of 1984. . . . Lessee shall be solely responsible for the
Driver’s compliance with Federal Motor Carrier Regulations in
response to U.S. Department of Safety implementation of the
Motor Carrier Safety Act of 1984.

(Emphasis added.) One such regulation prohibits commercial drivers from operating

a commercial vehicle whenever illness or the like would impair driving ability:

§ 392.3 Ill or fatigued operator.
No driver shall operate a commercial motor vehicle, and a motor carrier
shall not require or permit a driver to operate a commercial motor
vehicle, while the driver’s ability or alertness is so impaired, or so likely
to become impaired, through fatigue, illness, or any other cause, as to
make it unsafe for him/her to begin or continue to operate the
commercial motor vehicle. However, in a case of grave emergency
where the hazard to occupants of the commercial motor vehicle or other
users of the highway would be increased by compliance with this
section, the driver may continue to operate the commercial motor
vehicle to the nearest place at which that hazard is removed.

49 C.F.R. § 392.3. Texas has adopted this regulation. See 37 TEX. ADMIN. CODE

§ 4.11(c)(3) (Tex. Dep’t of Pub. Safety, General Applicability and Definitions) (“All

regulations contained in Title 49, Code of Federal Regulations, Parts 40, 380, 382,

385–387, 390–393 and 395–397, and all interpretations thereto pertaining to

interstate drivers and vehicles are also adopted except as otherwise excluded.”).

4
DJ Nghtmre performed in Dallas on February 28, 2020. The crew had traveled

by bus for eleven days. The plan called for an overnight bus trip to Houston for a

show the following day, and then a few days’ bus trip to a show in San Diego.

Unfortunately, matters did not go exactly according to plan. There were reports that

bus driver Lopez had become ill.

Lyes, the tour manager, emailed a contact person at Breeze, passing on what

he had heard about the driver:

Hey Jennifer
We need to get Cynthia [Lopez] off the road after Houston, she isn’t
healthy enough to carry on.
Kris our PM is worried for her health and the guys on the bus. She’s
vomiting on the side of the road and hasn’t told me about it.
How should we proceed? It needs to happen after Houston.
Thanks
Joe Lyes
Tour Manager | NGHTMRE & GUD VIBRATIONS

In response, Breeze’s contact person expressed serious concern:

OMG! Why hasn’t she told anyone out there or called me?! That’s not
safe.
Can you email me your schedule for the remainder of the tour. I will
work on this now.

Various witnesses described Lopez during the days leading up to the wreck as

“just not herself,” “lethargic,” and “really sick.” In the moments just before leaving

Dallas, Lopez was seen “asleep in the rear lounge of the bus with her hair on the

5
floor,”2 as well as nodding, moaning, and in “kind of like a fetal position.” She

delayed the crew bus leaving Dallas for nearly an hour, and one crew member

testified that she drove on “the rumble strips multiple times a night.”

On the other hand, other reports indicated that Lopez felt well enough to drive

to Houston, and no eyewitness actually saw her vomit. Whatever her ailment, Lopez

had been well enough to drive the bus safely for eleven days leading up to the Dallas

show. Details about her condition remain murky because she did not live to testify

and because so many of the reports about her condition were hearsay.

On the morning of February 29, 2020, after leaving Dallas late, Lopez arrived

in Houston with eleven crew members asleep in the bus. The weather was clear.

Lopez exited Interstate 45 for Loop 610 driving just under 35 miles per hour. While

attempting to merge onto Loop 610, she crashed into a stationary concrete barrier on

the side of the road. The bus came to a stop on top of the barrier.

Police and paramedics arrived on the scene, stabilized the bus, and removed

Lopez and the crew members from the bus. Profaca, Dale, and several other crew

members claimed injuries from the crash. A police officer who responded to the

crash reported that the bus “was attempting to merge” onto the highway “when the

driver’s door came open.” Lopez “attempted to pull to the side of the road to fix the

2
Profaca testified that Lopez’s “weave” was “on the floor,” which concerned him
because he had “never seen her without her hair on.”
6
door, but did not see the start to the barrier wall and ran into it.” Lopez went to the

hospital, where she complained of “pain and difficulty breathing” and had a low

blood-oxygen level. She died two days later, and there is no definitive evidence

showing whether she died from her illness, the crash, or some unrelated malady.

Profaca and Dale filed suit against Breeze, and they later added claims against

TMARE and Lyes. Profaca and Dale asserted claims for negligence, gross

negligence, negligence per se, and several direct negligence claims, including

negligent training, negligent supervision, negligent entrustment, and negligent

maintenance or inspection. Breeze admitted in its answer that Lopez was its

employee and acting in the course and scope of her employment when the bus

crashed. Prior to trial, several other crew members who were allegedly injured in the

bus crash intervened in the lawsuit as plaintiffs, and several parties affiliated with

the Portal Tour were added as defendants.3 The only parties remaining for trial,

however, were Profaca and Dale as plaintiffs and Breeze, TMARE, and Lyes as

defendants.

3
Ellington Smith was originally named as a plaintiff, and Christopher May, Mitchell
Rubensteen, Matthew Gill, Codie Early, and Jacob May intervened in the lawsuit as
plaintiffs. The claims against the other defendants—Hashtag Jukelife, LLC,
Nghtmre Productions LLC, Gud Vibrations, LLC, and Maktive Event Production—
were eventually dismissed through a special appearance (for Gud Vibrations) and
summary judgment (for Hashtag Jukelife, Nghtmre Productions, and Maktive).
These individuals and entities are not parties to this appeal.
7
During a pretrial conference and throughout trial, Lopez’s illness became an

evidentiary flash point between the parties. The dispute arose from TMARE and

Lyes’ motion in limine. The first limine—entitled “Illness or Death of the Bus

Driver”—sought to limit Profaca and Dale from introducing evidence of “[a]ny

discussion or suggestion the commercial driver [Lopez] was ill, died of an illness,

died of complications from the crash, and/or the driver’s alleged illness contributed

to the crash.” The limine further argued that:

Plaintiffs and Intervenors have absolutely no admissible evidence the
driver was impaired by illness or that her alleged illness proximately
caused the crash. The driver’s alleged illness and/or death is irrelevant
or, in the alternative, the probative value is substantially outweighed by
the danger of unfair prejudice and/or misleading the jury.

Breeze made the same argument in its motion in limine.

But the defendants went beyond merely requesting that counsel approach the

bench before discussing Lopez’s illness and death. They asked for outright

exclusion. The trial court granted it. The court excluded all evidence of driver illness

and any mention of the federal regulation quoted above that addresses driver illness,

including evidence that TMARE was contractually bound under the lease agreement

to ensure Lopez’s compliance with the regulation. See 49 C.F.R. § 392.3.

Although these disputes first arose in the context of pretrial limine discussion,

the trial court solidified its position and clarified that it was excluding the evidence:

“The Court has made a decision. You can put it on the record all you want.” The

8
court ruled definitively: “The Court has made its ruling on that. So let’s just move

on from that.” Plaintiffs responded that they respected the ruling but would therefore

need to keep making offers of proof, to which the court replied, “Right. That’s fine.”

No evidence of Lopez’s illness, including the federal regulation concerning driver

illness and impairment and the Breeze-TMARE lease agreement, was admitted at

trial.

The trial court also excluded evidence from three testifying doctors that the

bus crash caused Profaca and Dale’s injuries. Two of the doctors testified that they

had treated Profaca and Dale for numerous injuries after the bus crash. 4 A third

doctor, who created lifecare plans for but did not treat Profaca and Dale, testified

about their past and future medical care costs. But when Profaca and Dale’s counsel

asked these doctors whether the injuries and related costs were caused by the bus

crash, defense counsel objected on the ground of speculation. Outside the jury’s

presence, defense counsel argued that Profaca and Dale both had serious preexisting

injuries which the doctors had not considered in reaching their expert opinions. The

trial court sustained the objections.

4
Profaca injured his back, neck, and dental implants, and he showed signs of a
traumatic brain injury. Dale injured his back and neck, and he was diagnosed with
a traumatic brain injury.
9
At the close of evidence, TMARE and Lyes moved for directed verdict on the

grounds that they had no control over the driver and that they did not breach a duty

in any event. The court granted the directed verdict for both TMARE and Lyes.

Breeze filed a separate motion for directed verdict, which the trial court

granted in part. The court directed a verdict for Breeze on Profaca and Dale’s claims

of gross negligence, negligence per se, and negligent training, supervision,

entrustment, maintenance, and inspection. But the court allowed the case to go to the

jury on a question about simple negligence by Lopez.

At a charge conference, the parties raised objections to various parts of the

charge. The trial court overruled all objections.

The charge submitted to the jury asked about liability only in Question 1: “Did

the negligence, if any, of Cynthia Lopez proximately cause the occurrence in

question?”5 The charge instructed the jury not to consider any evidence about

training, supervision, or entrustment, or about bus maintenance or inspection. The

jury answered “Yes” to the liability question.

The jury then answered two more questions about actual damages for Profaca

and Dale, respectively. During closing arguments, Profaca and Dale requested

awards of about $30 million each. Breeze did not dispute that they were injured in

5
This liability question differed from its counterpart in the draft jury charges that the
parties had proposed earlier in the case, in that the draft version had a blank for
Breeze, not Lopez.
10
the bus crash, but it questioned their evidence of damages. Breeze suggested that the

jury award Profaca and Dale $100,000 each.

In Question 2, the jury found that Profaca had sustained $1,008,800 in

damages:

a. Medical care in the past – $262,500
b. Medical care in the future – $202,800
c. Pain in the past – $90,000
d. Pain in the future – $25,000
e. Mental anguish in the past – $50,000
f. Mental anguish in the future – $21,000
g. Earning capacity in the past – $175,000
h. Earning capacity in the future – $80,000
i. Disfigurement in the past – $0
j. Disfigurement in the future – $2,500
k. Physical impairment in the past – $50,000
l. Physical impairment in the future – $50,000

In Question 3, the jury found that Dale had sustained $878,023 in damages:

a. Medical care in the past – $159,745
b. Medical care in the future – $142,778
c. Pain in the past – $75,000
d. Pain in the future – $25,000
e. Mental anguish in the past – $100,000
f. Mental anguish in the future – $75,000
g. Earning capacity in the past – $108,500

11
h. Earning capacity in the future – $62,000
i. Disfigurement in the past – $2,500
j. Disfigurement in the future – $2,500
k. Physical impairment in the past – $50,000
l. Physical impairment in the future – $75,000

The trial court signed a final judgment on the jury’s verdict. The judgment

stated that Breeze, as Lopez’s employer, was liable to Profaca and Dale for the jury’s

damages awards. The judgment also assessed pre- and post-judgment interest and

costs. The judgment also ordered that Profaca and Dale take nothing from TMARE

and Lyes.

Profaca and Dale moved for a new trial. In their motion, they argued at length

that the evidentiary rulings had seriously harmed their case against Breeze. They

also argued that the court erred in granting directed verdicts for appellees and in

submitting a jury charge that contained improper instructions. The motion was

overruled by operation of law. See TEX. R. CIV. P. 329b(c). This appeal followed.

Evidentiary Rulings

In their first two issues, Profaca and Dale contend that the trial court reversibly

erred by excluding certain evidence.

A. Standard of Review

Appellate courts review a trial court’s ruling to exclude evidence for an abuse

of discretion. See Fleming v. Wilson, 610 S.W.3d 18, 21 (Tex. 2020); Owens-

12
Corning Fiberglas Corp. v. Malone, 972 S.W.2d 35, 43 (Tex. 1998). A trial court

abuses its discretion if it acts without regard for any guiding rules and principles.

Malone, 972 S.W.2d at 43 (quotation omitted). But even if the trial court errs in

excluding evidence, we may not reverse a judgment for an erroneous ruling unless

we determine that the error probably caused the rendition of an improper judgment

or probably prevented the appellant from properly presenting the case. TEX. R. APP.

P. 44.1(a); see Malone, 972 S.W.2d at 43.

“Exclusion [of evidence] is likely harmless if the evidence was cumulative or

if the rest of the evidence was so one-sided that the error likely made no difference

in the judgment.” Gunn v. McCoy, 554 S.W.3d 645, 668 (Tex. 2018). But “even if

the exclusion of evidence is crucial to a key issue, it is ‘likely harmful,’ not

conclusively or per se harmful.” Id. We evaluate harm in light of the whole record.

Id.; Tex. Dep’t of Transp. v. Able, 35 S.W.3d 608, 617 (Tex. 2000).

B. Exclusion of Evidence Concerning Liability

In their first issue, Profaca and Dale assert that the trial court erred in

excluding evidence about three related topics:

(1) the illness of bus driver Lopez, who had been ill for days, who said she
could make the trip from Dallas to Houston, and who then passed away
shortly after the incident;
(2) the federal regulation (49 C.F.R. § 392.3) that governs driver illness
and fatigue as they pertain to driver impairment; and

13
(3) the contract between Breeze and TMARE, in which TMARE promised
Breeze to be “solely responsible” for driver compliance with federal
motor carrier regulations.

They decry what they call “a series of devastating, erroneous evidentiary rulings that

presented a woefully incomplete account of the bus crash.” As a result, they seek a

new trial.

Appellees disagree with this legal analysis at every turn. In their view, “this

case is about a 33.5 mph (at most) bus accident and Plaintiffs’ request for nearly $60

million in damages[.]” They contend that the evidentiary complaints are

unpreserved, wrong on the merits, and defeated by the harmless error rule.

1. Preservation of Error

Appellees contend that Profaca and Dale did not preserve error on their first

issue because they did not obtain additional rulings on their offers of proof. We

disagree.

Profaca and Dale obtained definitive rulings excluding evidence concerning

Lopez’s illness, including the federal regulation and the TMARE-Breeze lease

agreement. They then made several offers of proof. Contrary to appellees’

suggestion that Profaca and Dale should have gone further by obtaining an additional

ruling after putting their offers on the record, no additional rulings were necessary.

14
This Court has described error preservation in terms of obtaining a ruling first

and then—if the trial court rules the evidence inadmissible—presenting the offer to

memorialize the evidence in question:

To preserve error in the exclusion of evidence, a party must (1) attempt
during the evidentiary portion of the trial to introduce the evidence;
(2) if an objection is lodged, specify the purpose for which [the
evidence] is offered and give the trial court reasons why the evidence
is admissible; (3) obtain a ruling from the court; and (4) if the court
rules the evidence inadmissible, make a record, through a bill of
exceptions, of the precise evidence the party desires admitted.

Ulogo v. Villanueva, 177 S.W.3d 496, 501–02 (Tex. App.—Houston [1st Dist.]

2005, no pet.); see TEX. R. APP. P. 33.1(a); TEX. R. EVID. 103(a)(2). Appellants

followed this scheme to the letter. They repeatedly tried to introduce the evidence,

explained their position, obtained an adverse ruling, and made a record of the

evidence they wanted admitted.

To the extent that appellants needed to do anything further to preserve their

complaints, they did so when, in response to the trial court’s comment to “put it on

the record all you want,” they stated that they would have to present their offers of

proof, and the court replied, “Right. That’s fine.” This colloquy set the stage for

implicit rulings thereafter: any such offer of proof that came later and was not

allowed in was implicitly being excluded. See TEX. R. APP. P. 33.1(a)(2). In other

words, the trial court made clear that the evidence was excluded and that, while

appellants could put their offers on the record, the court had made up its mind.

15
Appellants had no duty to follow up each offer by effectively asking, “Judge, are

you still sure?” See id. We therefore conclude that Profaca and Dale preserved their

complaints about the trial court’s evidentiary rulings for appellate review.

2. Admissibility and Harm

We next consider whether the exclusion of the evidence constituted error, and

if so, whether the error caused harm.

a. Driver illness

The trial court excluded all evidence about the bus driver’s illness. This

excluded evidence included reports from crew members that Lopez had been ill

before driving to Houston, as well as the email from Lyes to a Breeze representative

concerning Lopez’s reported illness.

Profaca and Dale forcefully contend that this evidence was relevant and

admissible. They invoke Professor McCormick’s famous phrase about the low bar

for establishing mere relevance—namely, that a brick is not a wall. See Transp. Ins.

Co. v. Moriel, 879 S.W.2d 10, 25 (Tex. 1994) (“As Professor McCormick succinctly

put it, ‘a brick is not a wall.’”) (quoting CHARLES T. MCCORMICK, HANDBOOK OF

THE LAW OF EVIDENCE § 152 (West ed. 1954)). To illustrate this point, Profaca and

Dale point to the JBS Carriers decision, in which the Texas Supreme Court framed

the admissibility issue in terms of whether the evidence “provides insight” into

relevant issues:

16
Evidence that a party to an accident was intoxicated or impaired is not,
in and of itself, evidence that the party acted negligently in relation to
the accident. However, such evidence is probative if it is relevant to a
party’s actions in conforming or failing to conform to an appropriate
standard of care.
****
The same analysis applies to evidence of a mental health issue in
negligence cases—it is relevant when other evidence supports a finding
that the mental impairment contributed to the party’s allegedly
negligent actions. As with evidence of drug or alcohol usage, evidence
of a mental health condition is not invariably relevant. But courts have
held mental health evidence admissible when it provides insight into
relevant issues in the case.

JBS Carriers, Inc. v. Washington, 564 S.W.3d 830, 836–37 (Tex. 2018) (citation

omitted).

The supreme court found the evidence in JBS Carriers relevant to the person’s

vigilance, judgment, and reactions. Id. at 838 (quotation omitted). Other decisions

strongly point the same way. See Adair v. Chapla, No. 09-21-00372-CV, 2024 WL

718714, at *12 (Tex. App.—Beaumont Feb. 22, 2024, pet. denied) (mem. op.)

(“[E]ven if the person’s impairment from a substance or combination of substances

doesn’t rise to a level of illegal intoxication, evidence that shows a driver was

impaired when offered to explain why a driver was operating a vehicle in a manner

relevant to a wreck is admissible under Rule 403.”); see also Kaminski v. Mayer,

No. A-6580-06T1, 2008 WL 5204738, at *7–10 (N.J. Super. Ct. App. Div. Dec. 15,

2008) (per curiam) (upholding admissibility of evidence showing driver illness

shortly before accident, especially where unwell driver passed away soon thereafter).
17
On the logic of these decisions, we will assume arguendo that the trial court

erred in excluding the proffered evidence about Lopez being ill. Nevertheless, this

evidence does not establish harm. Lopez’s illness goes to whether she breached the

standard of care, and the jury still found Lopez negligent even without the evidence.

To extend Professor McCormick’s metaphor, appellants’ wall of liability evidence

already had many bricks, such as the cornerstone fact that prudent drivers in sunny

weather do not typically crash into stationary highway barriers. See Gunn, 554

S.W.3d at 668 (stating that ruling excluding evidence is likely harmless if evidence

was cumulative or if evidence was so one-sided that error likely made no difference

in judgment). The jury’s affirmative liability finding could not have been more

favorable to Profaca and Dale. This finding paved the way for the money judgment

that they were awarded.

For this reason, excluding the evidence was not harmful. See Env’t Processing

Sys., L.C. v. FPL Farming Ltd., 457 S.W.3d 414, 426 (Tex. 2015) (“We need not

address the admissibility of the settlement agreement, however, because the jury

found in EPS’s favor.”); Bartosh v. Gulf Health Care Ctr.-Galveston, 178 S.W.3d

434, 444 (Tex. App.—Houston [14th Dist.] 2005, no pet.) (“Because Bartosh

prevailed on the issue of Gulf Health’s liability, the exclusion of this evidence could

not be harmful error in relation to that issue.”).

18
Under classic principles of harm analysis that date back to adoption of the

harmless error rule in 1912, the complaining party has the burden to show probable

harm. See Wood v. Wiggins, 650 S.W.3d 533, 562 (Tex. App.—Houston [1st Dist.]

2021, pet. denied). No such showing is made where evidence of liability was

excluded but the complaining party prevailed on liability anyway. FPL Farming,

457 S.W.3d at 426; see also Holeman v. Landmark Chevrolet Corp., 989 S.W.2d

395, 402 (Tex. App.—Houston [14th Dist.] 1999, pet. denied); Morriss v. Centex

Paving Co., 348 S.W.2d 790, 793–94 (Tex. App.—Eastland 1961, writ ref’d n.r.e.).

No matter how erroneous the decision to exclude the evidence concerning Lopez’s

illness, that exclusion did not cause harm.

b. Federal regulation about driver illness

The trial court also excluded evidence of a federal regulation concerning

drivers who are impaired by illness. As quoted above, the federal regulation at issue

provided that:

No driver shall operate a commercial motor vehicle, and a motor carrier
shall not require or permit a driver to operate a commercial motor
vehicle, while the driver’s ability or alertness is so impaired, or so likely
to become impaired, through fatigue, illness, or any other cause, as to
make it unsafe for him/her to begin or continue to operate the
commercial motor vehicle.

49 C.F.R. § 392.3.

But the same logic discussed above regarding evidence of Lopez’s illness

applies equally to the exclusion of evidence about Section 392.3. Even if we assume

19
that the trial court erred in refusing to admit evidence about the regulation, appellants

still obtained an affirmative finding as to driver negligence as a proximate cause of

the bus crash. Under the authorities cited earlier, appellants have not established any

harm from the exclusion of the federal regulation. See FPL Farming, 457 S.W.3d at

426; Bartosh, 178 S.W.3d at 444; Holeman, 989 S.W.2d at 402.

Profaca and Dale maintain that Section 392.3 was relevant to the standard of

care. And as a matter of fact, regulations often bear on the standard of care. See

Reddic v. E. Tex. Med. Ctr. Reg’l Health Care Sys., 474 S.W.3d 672, 676 (Tex. 2015)

(per curiam) (“[W]e do not necessarily disagree with the proposition that applicable

regulations in some instances might bear on or evidence a standard of care.”);

Hernandez v. Nueces Cnty. Med. Soc’y Cmty. Blood Bank, 779 S.W.2d 867, 871

(Tex. App.—Corpus Christi–Edinburg 1989, no writ) (“It is well-established that

state health regulations, national standards, and organizational bylaws are admissible

to define the standard of care customarily offered.”).

Nevertheless, Section 392.3 does not add a great deal to resolving the case.

The primary issue is whether Lopez was negligent, not whether somebody else

violated a regulation about driver impairment. A Georgia appellate court decision

illustrates the point:

The dispositive causal issue in this case is not whether Anthony was
negligent in violating the Federal Motor Carrier Safety Regulations, but
whether Anthony was negligent in running the red light. The proximate
cause of the accident was the failure to yield the right of way, not the
20
failure to follow federal regulations. Anthony’s inattention or fatigue
may have explained his failure to yield the right of way (and is a factor
Parker vociferously argued to the jury here), but whether his fatigue
violated a federal regulation is irrelevant. If the light was green at the
time that Anthony approached and went through it, his relative fatigue
or lack thereof (and whether such violated federal regulations) would
be irrelevant, as he would have had the right of way to proceed through
the intersection whether fatigued or not. If the light had been red, the
violation of the federal regulation would similarly be irrelevant, as he
would have been obligated to stop at the intersection regardless of
whether he was also in violation of a federal regulation.
The running of the red light, and not the violation of 49 CFR § 392.3,
was the proximate cause of the accident. A charge on 49 CFR § 392.3
was unnecessary, as it was not adjusted to the facts of the case as tried.

Parker v. R&L Carriers, Inc., 560 S.E.2d 114, 115 (Ga. Ct. App. 2002). In other

words, the focus belongs on the driver and her driving—and her illness, at least to

the extent that it relates to her driving—but not on the regulation as such.

c. Contract between Breeze and TMARE

The trial court also prevented Profaca and Dale from relying on the lease

agreement between Breeze and TMARE to establish that TMARE and Lyes owed

them a duty.6 Under the lease agreement, TMARE agreed to ensure that Lopez

complied with applicable federal motor carrier regulations, including Section 392.3.

The trial court’s exclusion of the Breeze-TMARE lease agreement presents a

somewhat different issue than we previously addressed. The harm analysis is

6
Appellants contend that Lyes owed them a duty under the lease agreement because
he was TMARE’s vice principal. See Bennett v. Reynolds, 315 S.W.3d 867, 883–84
(Tex. 2010). For the same reasons discussed below, we reject this argument.
21
clouded by the fact that TMARE made its contractual promise to ensure Lopez’s

compliance with Section 392.3 to Breeze, not to travelers in general or to Profaca

and Dale in particular. Texas law begins with the proposition that this contractual

obligation about driver compliance ran only to Breeze: “Traditionally, Texas courts

have maintained a presumption against third-party beneficiary agreements.”7 Tawes

v. Barnes, 340 S.W.3d 419, 425 (Tex. 2011); see Corpus Christi Bank & Tr. v. Smith,

525 S.W.2d 501, 503–04 (Tex. 1975) (“[W]e must begin with the presumption that

parties contract for themselves.”).

Perhaps for this reason, appellants do not claim to be third-party beneficiaries

under the lease agreement. Rather, they claim to benefit from a tort duty arising out

of a voluntary undertaking. That claim is unpersuasive. A negligent undertaking duty

requires a showing of either reliance on or increased risk from a defendant’s

performance of services. Nall v. Plunkett, 404 S.W.3d 552, 555–56 (Tex. 2013);

RESTATEMENT (SECOND) OF TORTS §§ 323–324A. This Court has taken care to

enforce those requirements. See Garcia v. Kellogg Brown & Root Servs., Inc., No.

01-19-00319-CV, 2020 WL 3820426, at *10 (Tex. App.—Houston [1st Dist.] July

7, 2020, no pet.) (mem. op.); Bauer v. Gulshan Enters., Inc., 617 S.W.3d 1, 25–27

(Tex. App.—Houston [1st Dist.] 2020, pet. denied) (op. on reh’g). Those

7
The contract chooses Tennessee law, but no party has briefed the law of that state.
Accordingly, our analysis will follow suit and apply Texas law.
22
requirements have not been met here. The contract between Breeze and TMARE,

whatever its meaning, was irrelevant to the tort issues in the case, so the trial court

did not err by excluding it.

If Profaca and Dale sought to apply the jury’s findings as a basis for a

judgment against TMARE, the contract might give them a right to relief. But they

do not ask for that. Rather, they disagree with the jury’s damage findings and want

another trial against TMARE. But such a request cannot lead anywhere unless they

can show TMARE owed a duty, and they have not shown one.

3. Allegations of Gross Negligence and Non-Respondeat Superior
Theories of Negligence

This would dispose of the first issue, were it not for the fact that appellants

also asserted claims against appellees for gross negligence and other theories of

negligence, including negligent supervision, negligence per se, negligent training,

negligent entrustment, and negligent maintenance or inspection. Appellants argue

that the excluded evidence—that is, Lopez’s illness, Section 392.3, and the lease

agreement—bore on these theories and resulted in the directed verdict rulings. They

emphasize the allegations of gross negligence: “Any of these categories is enough

to show the trial court’s error, the evidence of Ms. Lopez’s illness—and, specifically,

Defendants’ knowledge of that illness—was the linchpin of Plaintiffs’ gross-

negligence claims against Defendants.”

23
a. Gross negligence

Profaca and Dale argue that appellees acted with gross negligence by letting

an obviously unwell bus driver take to the highway and thereby jeopardize the lives

and well-being of innocent passengers. This argument gives the Court pause. And

we might be inclined to accept it under the standards that existed prior to today’s

Civil Practice and Remedies Code Chapter 41. But the adoption of those exacting

standards has made gross negligence more difficult to establish. Having reviewed

the record in its entirety, we conclude that there is insufficient evidence of gross

negligence. That is, the record contains a brick, but not enough bricks to make a

wall.

Moriel represents a classic case of an appellate court seeing a brick but not a

wall. When the supreme court endorsed Professor McCormick’s adage about a brick

not being a wall, it did so in the course of distinguishing between materiality and

sufficiency: “Simply because a piece or pieces of evidence are material in the sense

that they make a ‘fact that is of consequence to the determination of the action

more . . . or less probable,’ does not render the evidence legally sufficient.” Moriel,

879 S.W.2d at 24–25 (quoting TEX. R. CIV. EVID. 401).

It is well-settled that gross negligence has an objective prong and a subjective

prong. Medina v. Zuniga, 593 S.W.3d 238, 247 (Tex. 2019) (quotation omitted). To

establish gross negligence, a plaintiff must prove that (1) when viewed objectively

24
from the defendant’s standpoint at the time of the event, the act or omission involved

an extreme degree of risk, considering the probability and magnitude of the potential

harm to others, and (2) the defendant had actual, subjective awareness of the risk

involved, but nevertheless proceeded with conscious indifference to the rights,

safety, or welfare of others. TEX. CIV. PRAC. & REM. CODE § 41.001(11); see

Medina, 593 S.W.3d at 247 (quotations omitted).

The objective prong requires courts to examine “the events and circumstances

from the viewpoint of the defendant at the time the events occurred, without viewing

the matter in hindsight.” Moriel, 879 S.W.2d at 23. Whether a risk qualifies as

extreme is a function of both the magnitude and probability of the potential injury.

TEX. CIV. PRAC. & REM. CODE § 41.001(11)(A). An extreme risk is “not a remote

possibility of injury or even a high probability of minor harm, but rather the

likelihood of serious injury to the plaintiff.” Boerjan v. Rodriguez, 436 S.W.3d 307,

311 (Tex. 2014) (per curiam) (quoting Mobil Oil Corp. v. Ellender, 968 S.W.2d 917,

921 (Tex. 1998)).

The subjective prong requires actual, subjective awareness of the extreme risk

and conscious indifference to the risk. Medina, 593 S.W.3d at 247 (quotation

omitted). This presents an issue of the actor’s mental state: “what separates ordinary

negligence from gross negligence is the defendant’s state of mind; in other words,

the plaintiff must show that the defendant knew about the peril, but his acts or

25
omissions demonstrate that he did not care.” Diamond Shamrock Refin. Co. v. Hall,

168 S.W.3d 164, 173 (Tex. 2005) (quoting La.-Pac. Corp. v. Andrade, 19 S.W.3d

245, 246–47 (Tex. 1999)).

Only actual, subjective awareness of the specific risk will satisfy the standard.

See id. (“[T]here is no clear and convincing evidence that Diamond Shamrock knew

of the risk of the compressor explosion that resulted in Hall’s death and yet did not

care.”); Andrade, 19 S.W.3d at 248 (“Given the Kirby managers’ testimony that they

actually, subjectively believed that they had locked out the crane or witnessed

someone else do so before Andrade began working, the failure to maintain a written

lock-out policy is not evidence that the managers were consciously indifferent to the

risks posed to Andrade by the crane[.]”).

Finally, the evidence must meet the clear and convincing standard of proof.

TEX. CIV. PRAC. & REM. CODE § 41.003(a)–(b); see U-Haul Int’l, Inc. v. Waldrip,

380 S.W.3d 118, 137 (Tex. 2012). “Clear and convincing” means “the measure or

degree of proof that will produce in the mind of the trier of fact a firm belief or

conviction as to the truth of the allegations sought to be established.” TEX. CIV.

PRAC. & REM. CODE § 41.001(2). Such evidence may be either direct or

circumstantial, but proof of ordinary negligence or bad faith does not suffice. Id.

§ 41.003(b); Lee Lewis Constr., Inc. v. Harrison, 70 S.W.3d 778, 785 (Tex. 2001).

26
Under these standards and supreme court precedent applying them, we

conclude that the record contains evidence of ordinary negligence but not gross

negligence. This is because there is no evidence that Lopez’s actions involved an

extreme degree of risk. See Medina, 593 S.W.3d at 247. True, there is evidence that

Lopez was sick. Several crew members reportedly knew that she was sick before the

trip to Houston. Based on these reports, Lyes sent an email to Breeze stating, “We

need to get Cynthia [Lopez] off the road after Houston, she isn’t healthy enough to

carry on. Kris our PM is worried for her health and the guys on the bus. . . . It needs

to happen after Houston.” When the crew members were ready to leave Dallas to

drive to Houston early in the morning, Lopez was resting in the back of the bus.

During the drive to Houston, one crew member recalled that she drove over rumble

strips on the shoulder of the highway. Some post-accident medical records indicated

that Lopez had difficulty breathing and a low blood-oxygen level after the crash, and

she died of unknown causes two days later.

But appellants presented no evidence that Lopez’s illness impaired her ability

to drive or that appellees knew of any such impairment. She had been driving for

eleven days prior to the Dallas show, and no evidence indicates that she had any

difficulty doing so. See Moriel, 879 S.W.2d at 23 (stating that determination of

whether risk is extreme requires courts to examine events and circumstances from

viewpoint of defendant at time events occurred, “without viewing the matter in

27
hindsight”). None of the crew members testified about any symptoms that impaired

her ability to drive. Lyes’ email did not state that Lopez was impaired by illness.

True, he stated that “she isn’t healthy enough to carry on,” but he also asked Breeze

to replace her after Houston. At most, the email indicates that Lopez was ill, and

Breeze needed to replace her to protect her health and that of the other crew members

on the bus. The email does not, however, indicate that Lopez’s illness impaired her

ability to drive. See id.

In short, the risk here appears no greater than that which the court held

insufficient in Medina v. Zuniga, another vehicular accident case. See 593 S.W.3d

at 249 (“Viewing the evidence in favor of the jury’s verdict, no doubt exists that

Medina’s driving was thoughtless, careless, and risky. But any driver knows that our

roads are replete with thoughtless, careless, and risky drivers. Gross negligence can

be supported only by an extreme degree of risk, not ‘a remote possibility of injury

or even a high probability of minor harm, but rather the likelihood of serious injury

to the plaintiff.’”) (quoting Ellender, 968 S.W.2d at 921); see also Boerjan, 436

S.W.3d at 312 (“Simply following a trespasser’s truck is a far cry from the sort of

objective risk that would give rise to gross negligence.”).

b. Other theories of negligence

Appellants’ alternate theories of negligence add nothing to the facts of this

case. Appellants do not contend that an affirmative finding in answer to, say, a

28
negligent supervision question would have increased their recovery or improved

their legal position. The same holds true for their theories of negligent entrustment

and the other negligence theories.

In resolving this sub-issue, it may be useful to examine how the parties have

addressed the question of harm. Appellants’ opening brief primarily focuses on

whether the trial court’s evidentiary rulings were erroneous. But they argue that

harm resulted from the court’s granting of the directed verdicts on the alternate

negligence theories: “[E]xclusion of that evidence was harmful, for it left

[appellants] unable to withstand Breeze’s, TMARE’s, and Mr. Lyes’s motions for

directed verdicts.”

In response, appellees contend that the damage findings are the damage

findings. TMARE and Lyes’ brief reasons as follows:

All the addition of potentially liable parties would do is potentially
change who pays what percentage of the damages. The same is true for
other theories of liability, like negligent training or entrustment—they
would just be other reasons that the occurrence happened. The damages
caused by the occurrence remain fixed by what the jury found in
response to Questions 2 and 3. In other words, the addition of
potentially liable parties or potential theories of liability for Question
1’s liability question would not have any effect on the damages—found
by the jury—that arose from the occurrence.
The jury found damages from the occurrence, so the addition of
potentially liable parties or the addition of liability theories have no
bearing on the damages found from the occurrence, [and] the exclusion
of this evidence was harmless.

Breeze takes a similar position about the end result being identical:

29
In light of the jury’s finding that Lopez’s negligence proximately
caused the accident, Plaintiffs failed to show how the admission of
evidence of Lopez’s illness or the FMCSA regulation would have
somehow resulted in the jury awarding more damages to Plaintiffs.
Therefore, Plaintiffs have failed to demonstrate how any error caused
by the excluded evidence would have resulted in the rendition of an
improper judgment as to the compensatory damages Plaintiffs seek.

Thus, both briefs on appellees’ side challenge appellants to explain how there is any

harm.

In replying to these arguments about harmlessness, appellants do not deny the

logical force of the defense position. Instead, they acknowledge the point and then

quickly fall back to their gross negligence claim:

TMARE, though, insists that the directed verdict on Plaintiffs’
negligence claims was harmless because other liability findings would
not change Plaintiffs’ damages awards. But that citation-less argument
(a hallmark of TMARE’s brief) overlooks Plaintiffs’ gross-negligence
claim. Had that claim been presented to the jury, it could have—and
indeed likely would have—resulted in an award for exemplary
damages.

(Citation omitted.) On this record, and in light of these arguments, we agree that

Profaca and Dale have not carried their burden to show harm. All the alternate

theories of negligence would have led to exactly the same damages.

In sum, had all defendants and all negligence theories stayed in at trial, the

parties might have vigorously debated (1) how the alternate theories work, as a

doctrinal matter, and (2) how to word the liability portions of the charge in light of

30
Civil Practice and Remedies Code Chapter 33.8 But no matter how the liability

portion of the charge was worded, appellants do not dispute that the liability

questions would have fed into the same damage findings. Nor do appellants claim

that they would have been any better off. Thus, they have not established harm from

the evidentiary rulings.

Profaca and Dale point out that a gross negligence finding would have made

all the difference. In light of the tight strike zone created by Chapter 41 and

illustrated by cases such as Medina and Boerjan, however, the gross negligence

theory was not viable under today’s standards.

We overrule appellants’ first issue.

C. Exclusion of Evidence Concerning Causation of Injuries

In their second issue, Profaca and Dale contend that the trial court erred in

excluding some of their expert testimony relating to whether the crash caused their

injuries. They called two treating physicians and one non-treating physician to testify

at trial. Dr. Ruben Bashir and Dr. Geremy Sanders—the two treating doctors—

testified at length about their treatment of Profaca and Dale after the bus crash. But

8
See TEX. CIV. PRAC. & REM. CODE §§ 33.001–.017; Hyundai Motor Co. v.
Rodriguez ex rel. Rodriguez, 995 S.W.2d 661, 665–66 (Tex. 1999) (discouraging
redundant questions: “While trial courts should obtain fact findings on all theories
pleaded and supported by evidence, a trial court is not required to, and should not,
confuse the jury by submitting differently worded questions that call for the same
factual finding”).
31
whenever they were asked whether the crash caused the injuries, appellees objected

to the testimony as speculative. The details deserve some attention because there is

a dispute about what was preserved.

The three doctors testified in succession. Dr. Sanders testified first. He is

double board certified and practices interventional pain management. He treated

Profaca but not Dale. He had treated Profaca more than twenty times by the time of

trial and was still treating him. He diagnosed Profaca with cervical radiculopathy.

When asked whether the pain and limitations that Profaca had in his neck and back

were related to the crash, Dr. Sanders answered yes. But appellees objected when

appellants’ counsel asked directly about causation:

Q. In your medical opinion was the cause of Mr. Profaca’s
ongoing pain and limitations the result of this bus crash?
Defendants: Objection, Your Honor. Calls for speculation.
The Court: The objection is sustained.

A few questions later, however, Dr. Sanders answered yes when asked if Profaca’s

injuries were related to the bus crash:

Q. Based on that[,] based on your talking to Mr. Profaca and
your experience, is it your opinion that the pain and the
limitations that Mr. Profaca has in his neck and his back
are related to the bus crash?
A: Yes.
Defendants: Same objection, Your Honor. This expert is not qualified
to talk about causation.
The Court: The objection is sustained.

32
Appellants’ counsel moved along and did not make an offer of proof.

Dr. Bashir testified next. He is board certified and practices as a spine surgeon

and an orthopedic surgeon. He treated both Profaca and Dale. He treated Profaca for

herniated discs and stenosis of the spine, and he treated Dale for cervical pain and

cervical radiculopathy, neck pain and numbness, and burning in his arm. Appellants’

counsel asked him: “In your medical opinion what was the cause of Mr. Profaca’s

pain in his back?” The defense objected to speculation, and the trial court sustained

the objection. The same thing occurred when he testified about Dale:

Q. And Doctor, based on your medical opinion, was the
cause of mister—all of Mr. Dale, all the injuries that Mr.
Dale has had and you performed, has all of this been
from the bus crash?
Defendants: Objection, Your Honor, calls for speculation.
The Court: The objection is sustained. Rephrase your question,
Counsel.
Plaintiffs: I’ll move on, Your Honor.

No offer of proof was made. On redirect, however, the subject came up again, and

this time some testimony about causation came in despite an objection:

Q. What is your opinion as to what caused the back injuries
to Mr. Dale and Mr. Profaca?
Defendants: Your Honor, for the record, I’m making the same
objection.
A. I believe it was the bus crash from February of 2020.

Shortly thereafter, the witness was passed.

33
Dr. Srinivason Parthasarthy testified last. He is double board certified, and he

testified as a lifecare planner for both Profaca and Dale. He did not treat Profaca or

Dale, but he interviewed them and created lifecare plans estimating the costs of their

past and future medical expenses. Appellants’ counsel asked him what he believed

caused Dale’s injuries, and he responded, “[I]t’s my conclusion that the bus crash of

February 29 caused these injuries.” Dr. Parthasarthy testified similarly about

causation as to Profaca’s injuries: “I believe the bus crash was the relevant [] cause

of his injuries.”

Appellants contend that the trial court erred in refusing to let the two treating

doctors testify that the bus crash caused the injuries. Appellees respond that

(1) appellants failed to preserve error by making an offer of proof under Rule of

Evidence 103; (2) the trial court had discretion to exclude this testimony; and

(3) there is no harm because comparable causation testimony came in anyway,

mainly from Dr. Parthasarthy.

We disagree that appellants did not preserve error under Rule 103. That Rule

provides that a party waives error in a ruling to exclude evidence only if the error

affects a substantial right and the party “informs the court of [the excluded

evidence’s] substance by an offer of proof, unless the substance was apparent from

the context.” TEX. R. EVID. 103(a)(2). Appellants wanted Drs. Sanders and Bashir to

answer a single yes-no question about causation. Although they did not make an

34
offer of proof about the substance of the excluded evidence, the affirmative

responses were apparent from the context of the doctors’ lengthy testimony. See id.

Thus, appellants preserved error under Rule 103.

Having reviewed the record as a whole, however, we see no showing of

probable harm from the rulings that sustained the objections on the ground of

speculation. All three doctors expressly connected the bus crash to the injuries

sustained by Profaca and Dale. It would have added nothing to have Drs. Bashir and

Sanders do so a second time. See Morale v. State, 557 S.W.3d 569, 576 (Tex. 2018)

(per curiam) (holding harmless any error in excluding evidence that “would have

been duplicative”); Waste Mgmt. of Tex., Inc. v. Tex. Disposal Sys. Landfill, Inc.,

434 S.W.3d 142, 157 n.97 (Tex. 2014) (holding that exclusion was “harmless

because the testimony excluded was in some form effectively obtained from other

sources”).

This analysis is reinforced by the very narrow scope of the testimony that

appellants wanted to adduce: a single yes-no question to both doctors about

causation. Appellants argue that Drs. Bashir and Sanders “would merely have

confirmed that the accident caused the injuries they had been expounding on.”

Perhaps so, but this point about merely confirming causation shows why harm is so

unlikely. If all appellants wanted was a “Yes” answer from the doctors when asked

whether the bus crash caused appellants’ injuries, they already obtained it. Dr.

35
Parthasarthy gave a “Yes” answer, as did Drs. Sanders and Bashir before defense

counsel objected fast enough to keep their answers out. We conclude that appellants

have not established harm from any error in the exclusion of this evidence.

We overrule appellants’ second issue.

Jury Charge Error

In their third issue, Profaca and Dale challenge the definition of physical

impairment in the jury charge.

A. Standard of Review

Appellate courts generally review jury charge rulings for an abuse of

discretion. Sw. Energy Prod. Co. v. Berry-Helfand, 491 S.W.3d 699, 727 (Tex.

2016). As with evidentiary rulings, we may not reverse a judgment for an erroneous

jury-charge ruling unless the record reveals that the error was harmful. Id. at 728;

TEX. R. APP. P. 44.1(a).

B. Analysis

The jury charge in this case defined physical impairment as follows:

“Physical impairment” means a substantial loss or diminution of [a
plaintiff’s] ability to engage in tasks or activities for his own benefit or
enjoyment. In assessing damages for physical impairment, you may
consider the loss of enjoyment of life. The effect of the physical
impairment must be substantial and extend beyond any pain, suffering,
mental anguish, lost wages, or diminished earning capacity.

This formulation varies from the Pattern Jury Charge by using the word “substantial”

twice instead of once. See Comm. on Pattern Jury Charges, State Bar of Tex., Texas

36
Pattern Jury Charges: General Negligence, Intentional Personal Torts, & Workers’

Compensation PJC 28.3 (2022).

Appellants accept the part of the definition requiring that the effect of physical

impairment be substantial. However, they challenge the part of the definition stating

that physical impairment “means a substantial loss or diminution” in the ability to

engage in tasks or activities for one’s own benefit or enjoyment. Appellants argue

that the reference to “a substantial loss” erroneously heightened the standard.

According to appellants, by “twice repeating the term ‘substantial,’ the instruction

improperly tilted the jury to demand evidence of physical-impairment damages even

more substantial than the law required.”

We hold that using the word “substantial” twice in the definition of physical

impairment was not erroneous. Requiring the loss to be substantial did not tilt the

jury charge or heighten the physical impairment standard. Rather, it fixed the hurdle

at the right height.

The requirement of a substantial loss goes back more than half a century when

the Fourteenth Court of Appeals stated that “the plaintiff must sustain the burden of

proving that the effect of his physical impairment extends beyond any impediment

to his earning capacity and beyond any pain and suffering to the extent that it

produces a separate and distinct loss that is substantial and for which he should be

37
compensated.” Green v. Baldree, 497 S.W.2d 342, 350 (Tex. App.—Houston [14th

Dist.] 1973, no writ) (emphasis added).

The 1973 formulation from Green v. Baldree soon spread throughout the state

and has become the consensus standard: “The legal test for physical impairment is

that ‘plaintiff must sustain the burden of proving that the effect of his physical

impairment extends beyond any impediment to his earning capacity and beyond any

pain and suffering to the extent that it produces a separate and distinct loss that is

substantial and for which he should be compensated.’” Lawson-Avila Constr., Inc.

v. Stoutamire, 791 S.W.2d 584, 599 (Tex. App.—San Antonio 1990, writ denied)

(quoting Green, 497 S.W.2d at 350).

Every court, including this Court, to consider the “loss that is substantial”

standard has agreed with it.9 See, e.g., Johnson v. Smith, No. 01-94-00186-CV, 1994

WL 525864, at *4 (Tex. App.—Houston [1st Dist.] Sept. 29, 1994, no writ) (not

designated for publication); Robinson v. Minick, 755 S.W.2d 890, 894 (Tex. App.—

Houston [1st Dist.] 1988, writ denied). Fixing the hurdle at the right height helps to

9
See, e.g., Telesis/Parkwood Ret. I, Ltd. v. Anderson, 462 S.W.3d 212, 242–43 (Tex.
App.—El Paso 2015, no pet.); Patlyek v. Brittain, 149 S.W.3d 781, 785–86 (Tex.
App.—Austin 2004, pet. denied) (op. on reh’g); French v. Grigsby, 567 S.W.2d
604, 607 (Tex. App.—Beaumont 1978, writ ref’d n.r.e.); Gonzales v. Gilliam, 506
S.W.2d 650, 653 (Tex. App.—Eastland 1974, no writ); see also Gen. Motors Corp.
v. Burry, 203 S.W.3d 514, 554–55 (Tex. App.—Fort Worth 2006, pet. denied) (op.
on reh’g) (stating that physical impairment requires “a separate loss that is
substantial or extremely disabling”); Loom Craft Carpet Mills, Inc. v. Gorrell, 823
S.W.2d 431, 432 (Tex. App.—Texarkana 1992, no writ) (unpublished text) (stating
that physical impairment requires “a separate, distinct, and substantial loss”).
38
reduce the risk of damage overlap. The jury charge here illustrates the point. The

charge broke the damage elements into twelve blanks, with past and future blanks

for medical expenses, pain, mental anguish, lost earning capacity, disfigurement, and

physical impairment.

Physical impairment has long bedeviled the courts with concerns about double

recovery,10 as discussed in Golden Eagle Archery, Inc. v. Jackson. See 116 S.W.3d

757, 764–70 (Tex. 2003). Given the requirement of a “separate and distinct loss that

is substantial,” and given the policy concerns about the risk of double recovery, the

trial court had discretion to include the express reference to a substantial loss.

We overrule appellants’ third issue.

10
See Robinson v. Minick, 755 S.W.2d 890, 893 (Tex. App.—Houston [1st Dist.]
1988, writ denied) (“The intermediate appellate courts have shown extreme caution
in reviewing claims for physical impairment because of justified concern to prevent
a double recovery.”); Int’l-Great N. R.R. Co. v. King, 41 S.W.2d 234, 236 (Tex.
Comm’n App. 1931, holding approved) (“[I]f an issue or instruction submitted is
calculated to confuse and mislead the jury into assessing double damages by
inducing them to consider separately things which properly constitute but one
element of recovery, it is erroneous.”).
39
Conclusion

This opinion should not be interpreted as approval of the trial court’s rulings

excluding evidence about driver illness or the federal regulation. The Court holds

only that those rulings, whatever their correctness, did not cause harm on the facts

of this record. We affirm the trial court’s judgment.

David Gunn
Justice

Panel consists of Chief Justice Adams and Justices Gunn and Guiney.

40

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Source: Frix Law Library, https://www.frixlaw.com/law-library/cases/11104244. Public record. Not legal advice.
