From: "Saved by Windows Internet Explorer 7"
Subject: IN THE SUPREME COURT OF TEXAS
Date: Sat, 26 Jan 2008 06:29:00 -0600
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<DIV class=3DSection1>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: center" =
align=3Dcenter><B><SPAN=20
style=3D"FONT-SIZE: 18pt">IN THE SUPREME COURT OF <st1:place =
w:st=3D"on"><st1:State=20
w:st=3D"on">TEXAS</st1:State></st1:place></SPAN></B></P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: center" =
align=3Dcenter>&nbsp;</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: center" =
align=3Dcenter>&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#=
9552;&#9552;&#9552;&#9552;</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: center" align=3Dcenter><SPAN=20
style=3D"FONT-VARIANT: small-caps">No. 07-0119</SPAN></P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: center" align=3Dcenter><SPAN=20
style=3D"FONT-VARIANT: =
small-caps">&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#955=
2;&#9552;&#9552;&#9552;</SPAN></P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: center" align=3Dcenter><SPAN=20
style=3D"FONT-SIZE: 14.5pt; FONT-VARIANT: small-caps"></SPAN>&nbsp;</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: center" align=3Dcenter><SPAN=20
style=3D"FONT-SIZE: 14.5pt; FONT-VARIANT: small-caps"></SPAN>&nbsp;</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: center" align=3Dcenter><SPAN=20
style=3D"FONT-SIZE: 14.5pt; FONT-VARIANT: small-caps">In re BP Products =
<st1:place=20
w:st=3D"on">North America</st1:place>, Inc., <SPAN=20
class=3DSpellE>Relator</SPAN></SPAN></P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: center" align=3Dcenter><SPAN=20
style=3D"FONT-VARIANT: small-caps"></SPAN>&nbsp;</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: center" align=3Dcenter><SPAN=20
style=3D"FONT-VARIANT: small-caps"></SPAN>&nbsp;</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: center" align=3Dcenter><SPAN=20
style=3D"FONT-VARIANT: =
small-caps">&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#955=
2;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&=
#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#95=
52;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;=
&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9=
552;&#9552;</SPAN></P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: center" align=3Dcenter><SPAN=20
style=3D"FONT-VARIANT: small-caps">On Petition for Writ of =
Mandamus</SPAN></P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: center"=20
align=3Dcenter>&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#=
9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#955=
2;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&=
#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#95=
52;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;&#9552;=
&#9552;&#9552;</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: center" =
align=3Dcenter><B></B>&nbsp;</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: center" =
align=3Dcenter><B></B>&nbsp;</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: center" =
align=3Dcenter><B>Argued October 18,=20
2007</B></P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify">&nbsp;</P>
<P class=3DMsoNormal=20
style=3D"TEXT-INDENT: 0.5in; LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"FONT-VARIANT: small-caps">Justice Gaultney</SPAN> delivered the =
opinion=20
of the Court.<A name=3D_ftnref1></A><A title=3D""=20
href=3D"http://www.supreme.courts.state.tx.us/historical/2008/jan/070119.=
htm#_ftn1"><SPAN=20
style=3D"mso-bookmark: _ftnref1"><SPAN=20
class=3DMsoFootnoteReference>[1]</SPAN></SPAN><SPAN=20
style=3D"mso-bookmark: _ftnref1"></SPAN></A><SPAN=20
style=3D"mso-bookmark: _ftnref1"></SPAN></P>
<P class=3DMsoNormal=20
style=3D"TEXT-INDENT: 0.5in; LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify">This mandamus=20
proceeding concerns the enforcement of a discovery agreement governing =
what is=20
commonly referred to as an =93apex=94 deposition. The discovery =
agreement was signed=20
by the attorneys for the parties, and filed as provided by Rule 191.1 =
and Rule=20
11. We conclude the trial court abused its discretion in failing to =
enforce the=20
agreement.</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: center"=20
align=3Dcenter><SPAN style=3D"TEXT-TRANSFORM: uppercase">The Trial Court =

Proceedings</SPAN></P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>Fifteen people died and hundreds suffered injuries in an =
explosion at=20
<SPAN class=3DSpellE>relator</SPAN> BP Products North America, Inc.=92s =
<st1:City=20
w:st=3D"on"><st1:place w:st=3D"on">Texas City</st1:place></st1:City> oil =
refinery.=20
The hundreds of resulting lawsuits against BP Products were consolidated =
for=20
discovery in the 212th District Court in <st1:place =
w:st=3D"on"><st1:PlaceName=20
w:st=3D"on">Galveston</st1:PlaceName> <st1:PlaceType=20
w:st=3D"on">County</st1:PlaceType></st1:place>. The parties conducted =
extensive=20
discovery.</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>The plaintiffs served notices to take the depositions of two =
executives=20
of <SPAN class=3DSpellE>relator=92s</SPAN> parent company, BP <SPAN=20
class=3DSpellE>p.l.c</SPAN>.: John Manzoni, the head of refining and =
marketing,=20
and John Browne, the chief executive officer. BP Products moved to quash =
the=20
depositions and moved for protective orders. BP Products contended the=20
plaintiffs had not met their burden under the apex doctrine.<A=20
name=3D_ftnref2></A><A title=3D""=20
href=3D"http://www.supreme.courts.state.tx.us/historical/2008/jan/070119.=
htm#_ftn2"><SPAN=20
style=3D"mso-bookmark: _ftnref2"><SPAN=20
class=3DMsoFootnoteReference>[2]</SPAN></SPAN><SPAN=20
style=3D"mso-bookmark: _ftnref2"></SPAN></A><SPAN=20
style=3D"mso-bookmark: _ftnref2"></SPAN> The plaintiffs responded, =
alleging that=20
both Manzoni and Browne had unique or superior knowledge of relevant =
facts. The=20
trial court initially struck BP Products=92 supporting affidavits as =
insufficient,=20
and denied the motions. BP Products sought mandamus review, and the =
court of=20
appeals granted relief requiring consideration of the affidavits. <I>In =
re BP=20
Products N. Am., Inc.</I>, 2006 <st1:State w:st=3D"on">Tex.</st1:State> =
App. LEXIS=20
6898, at *20 (<st1:State w:st=3D"on"><st1:place=20
w:st=3D"on">Tex.</st1:place></st1:State> App.=96Houston [1st Dist.] Aug. =
4, 2006,=20
orig. proceeding) (<SPAN class=3DSpellE>mem</SPAN>. op.). The trial =
court again=20
denied BP Product=92s motions and allowed the depositions to =
proceed.</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>Instead of attempting further mandamus review, BP Products =
concluded a=20
discovery agreement with the plaintiffs regarding the executives=92 =
depositions,=20
and the parties filed the agreement with the trial court. <I>See =
</I><SPAN=20
style=3D"TEXT-TRANSFORM: uppercase">Tex. R. Civ. P.</SPAN> 11, 191.1. =
The=20
agreement provided that the defendants would produce Manzoni for a =
four-hour=20
deposition. In return, the plaintiffs promised they would withdraw the =
notice of=20
deposition of Browne and would not request the deposition of any other =
executive=20
officer or board member of BP <SPAN class=3DSpellE>p.l.c</SPAN>., with =
one=20
exception: paragraph four of the agreement provided that if, during the =
Manzoni=20
deposition, the plaintiffs developed new evidence that John Browne had =
=93unique=20
and superior personal knowledge=94 of relevant facts, the plaintiffs =
would be=20
permitted to issue a new notice of deposition for Browne. The agreement =
also=20
provided that BP Products retained its right to file a motion to quash =
and=20
motion for protection =93on this new notice,=94 as well as its right to =
seek review=20
of the trial court=92s ruling on these motions. In addition, the =
agreement=20
provided that =93if, following appeals referenced in paragraph 4, the =
deposition=20
of John Browne is not protected, the deposition of John Browne will be =
limited=20
to one hour by telephone.=94<A name=3D_ftnref3></A><A title=3D""=20
href=3D"http://www.supreme.courts.state.tx.us/historical/2008/jan/070119.=
htm#_ftn3"><SPAN=20
style=3D"mso-bookmark: _ftnref3"><SPAN=20
class=3DMsoFootnoteReference>[3]</SPAN></SPAN><SPAN=20
style=3D"mso-bookmark: _ftnref3"></SPAN></A><SPAN=20
style=3D"mso-bookmark: _ftnref3"></SPAN> =
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; As=20
plaintiffs=92 counsel explained to the trial court, the agreement was a =
=93quid pro=20
quo=94 negotiated to avoid delay in obtaining Manzoni=92s testimony:</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: justify">&nbsp;</P>
<P class=3DMsoNormal style=3D"MARGIN: 0in 0.5in 0pt; TEXT-ALIGN: =
justify">[The=20
agreement] was based on . . . a quid pro quo . . . . Time was of the =
essence. As=20
the court may recall, we were scheduled for trial in September, and =
because of=20
BP=92s prior appeals that delayed the taking of him when I went to =
<st1:City=20
w:st=3D"on"><st1:place w:st=3D"on">London</st1:place></st1:City> to take =
him in=20
August. We were concerned we would not be able to get a ruling from the =
Court of=20
Appeals for the next mandamus allowing us to take it promptly then. So =
that was=20
our concern and our willingness to restrict Mr. Manzoni for four hours =
instead=20
of the six or more we may need to do a thorough job. And also to firmly =
restrict=20
the deposition of Lord Browne to one hour which was unprecedented on our =

part.</P>
<P class=3DMsoNormal style=3D"MARGIN: 0in 0.5in 0pt; TEXT-ALIGN: =
justify">&nbsp;</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: justify">&nbsp;</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>After the agreement was concluded, Browne made numerous public =
statements=20
regarding the Texas City explosion, including giving interviews to=20
<I>Fortune</I> and the <I>Financial Times</I>, providing information =
packets to=20
investors, and hosting several =93town hall=94 meetings for employees, =
at least one=20
of which plaintiffs contend appeared on the internet.</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>Plaintiffs took Manzoni=92s deposition and then issued a new =
notice to take=20
Browne=92s deposition. Despite the provision of the agreement that any =
deposition=20
take place =93by telephone,=94 the notice provided that the deposition =
would take=20
place in <st1:place w:st=3D"on"><st1:City =
w:st=3D"on">Galveston</st1:City>,=20
<st1:State w:st=3D"on">Texas</st1:State></st1:place>. BP Products filed =
a motion=20
for protection, complaining that the deposition could not be set in =
Galveston,=20
that plaintiffs could still not show that Browne had unique or superior=20
knowledge of relevant facts as required under <I>Crown Central</I>, 904 =
S.W.2d=20
at 128, and that Manzoni=92s deposition had not produced =93new =
evidence=94 Browne had=20
=93unique and superior personal knowledge=94 of relevant facts as =
required under the=20
parties=92 discovery agreement. Plaintiffs responded, asserting they =
could satisfy=20
both the apex standard and the standard provided in the agreement.</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>On October 9th, the day of the hearing on BP Products=92 motion =
for=20
protection, plaintiffs filed a supplemental response arguing that, at =
the time=20
the parties entered the agreement, =93it was not anticipated=94 new =
information=20
demonstrating Browne=92s knowledge would become available from =
Browne=92s public=20
statements. Plaintiffs initially stood by the Rule 11 agreement. At the =
hearing=20
itself, plaintiffs argued:</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: justify">&nbsp;</P>
<P class=3DMsoNormal style=3D"MARGIN: 0in 0.5in 0pt; TEXT-ALIGN: =
justify">[W]e are=20
abiding by the contract. The contract we=92re relying is under paragraph =
four of=20
the Rule 11 agreement . . . . In fact, we could probably come to this =
court with=20
a straight face and say we think all bets are off because they =
misrepresented=20
things. They waited until we entered that agreement and then they put =
Lord=20
Browne all over the Internet after the fact and then try to King=92s X =
us, and=20
we=92re not even arguing that. So, we will still stick with one hour and =
we=92ll=20
still stick with the teleconference . . . .</P>
<P class=3DMsoNormal style=3D"MARGIN: 0in 0.5in 0pt; TEXT-ALIGN: =
justify">&nbsp;</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: justify">&nbsp;</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify">The trial=20
court ended the first day of the hearing with the statement that it was =
not=20
convinced =93based on how Mr. Browne likes to interject himself, that he =
doesn=92t=20
want to be deposed.=94 The trial court continued the hearings until =
October 11th,=20
to give BP Products an opportunity to examine plaintiffs=92 new =
exhibits.</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>BP Products argued in its written response before the trial court =
that=20
Browne=92s public statements did not demonstrate Browne had unique or =
superior=20
knowledge, and, in any event, did not justify setting aside the =
parties=92=20
discovery agreement. At the October 11th hearing, plaintiffs argued: =
</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: justify">&nbsp;</P>
<P class=3DMsoNormal style=3D"MARGIN: 0in 0.5in 0pt; TEXT-ALIGN: =
justify">[T]here=20
was fraud inducement in the execution of Rule 11. And we are asking the =
court to=20
dissolve the Rule 11 agreement and to allow us to proceed with the =
deposition of=20
Lord Browne. Not just for the one-hour telephonic conference, but for =
the four=20
to six hours individually we were originally intending to take the=20
deposition.</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: justify">&nbsp;</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: justify">&nbsp;</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: justify">BP =
Products=20
responded that plaintiffs had not alleged fraud, had not made =
allegations=20
attacking the Rule 11 agreement, there was no evidence of fraud, and BP =
Products=20
was entitled to time =93to develop it, discover it, and they have to =
provide some=20
evidence which they have not.=94 </P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>The trial court denied BP Products=92 motions, and ordered =
Browne=92s=20
deposition to proceed at a place of the parties=92 choosing, =93without =
limitations=20
and the Rule 11.=94 In its order of October 11, 2006, the trial court =
found that=20
=93new circumstantial evidence developed during Mr. John Manzoni=92s =
deposition=20
shows that Mr. Browne has unique or superior knowledge of relevant =
facts.=94 In=20
addition, the court explained its refusal to enforce the parties=92 Rule =
11=20
agreement:</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: justify">&nbsp;</P>
<P class=3DMsoNormal style=3D"MARGIN: 0in 0.5in 0pt; TEXT-ALIGN: =
justify">The Court=20
further finds that the parties=92 Rule 11 Agreement concerning the =
depositions of=20
Mr. Manzoni and Mr. Browne does not prevent the deposition of Mr. Browne =
going=20
forward because: </P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: justify">&nbsp;</P>
<P class=3DMsoNormal=20
style=3D"MARGIN: 0in 0.5in 0pt 1in; TEXT-INDENT: -0.5in; TEXT-ALIGN: =
justify">(1)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
After the effective date, Mr. Browne personally injected himself into =
the case=20
with public comments that present new evidence of his unique or superior =

knowledge of relevant facts;</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: justify">&nbsp;</P>
<P class=3DMsoNormal=20
style=3D"MARGIN: 0in 0.5in 0pt 1in; TEXT-INDENT: -0.5in; TEXT-ALIGN: =
justify">(2)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
The Rule 11 Agreement was based on circumstances that have changed; </P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: justify">&nbsp;</P>
<P class=3DMsoNormal=20
style=3D"MARGIN: 0in 0.5in 0pt 1in; TEXT-INDENT: -0.5in; TEXT-ALIGN: =
justify">(3)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
BP made misrepresentations that induced Plaintiffs to enter into the =
rule 11=20
Agreement; </P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: justify">&nbsp;</P>
<P class=3DMsoNormal=20
style=3D"MARGIN: 0in 0.5in 0pt 1in; TEXT-INDENT: -0.5in; TEXT-ALIGN: =
justify">(4)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
BP is <SPAN class=3DSpellE>estopped</SPAN> to rely on the Rule 11 =
Agreement;=20
and/or </P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: justify">&nbsp;</P>
<P class=3DMsoNormal=20
style=3D"MARGIN: 0in 0.5in 0pt 1in; TEXT-INDENT: -0.5in; TEXT-ALIGN: =
justify">(5)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
BP=92s public comments appear to be part of a continuing effort by BP to =
taint the=20
jury pool.</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: justify">&nbsp;</P>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in; TEXT-ALIGN: =
justify">The Court=20
orders the deposition of Mr. Browne to proceed, without limitations and =
the Rule=20
11, at a time and place within the United States to be determined by =
agreement=20
of the parties, or if in London, with costs/expenses to be paid by the=20
defendants.</P>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in; TEXT-ALIGN: =
justify">&nbsp;</P>
<P class=3DMsoNormal style=3D"MARGIN-LEFT: 0.5in; TEXT-ALIGN: =
justify">&nbsp;</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
class=3DSpellE>Relator</SPAN> filed a petition for writ of mandamus with =
the court=20
of appeals, and, after the court of appeals denied that petition, <SPAN=20
class=3DSpellE>relator</SPAN> filed a petition with this Court. We =
granted a stay=20
of the trial court=92s order pending our review of the issues.</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>During the pendency of this mandamus proceeding, Browne resigned =
from BP=20
<SPAN class=3DSpellE>p.l.c</SPAN>., and retired. The plaintiffs then =
filed a=20
motion to dismiss BP Products=92 petition as moot, contending that apex=20
protections do not apply to retired officials.</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: center"=20
align=3Dcenter><SPAN style=3D"TEXT-TRANSFORM: uppercase">The Mandamus=20
Standard</SPAN></P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>A writ of mandamus may issue to correct a clear abuse of =
discretion by a=20
trial court. <st1:City w:st=3D"on"><I>Walker</I></st1:City><I> v. =
Packer</I>, 827=20
S.W.2d 833, 839 (<st1:State w:st=3D"on"><st1:place=20
w:st=3D"on">Tex.</st1:place></st1:State> 1992). A failure by the trial =
court to=20
apply the law correctly constitutes an abuse of discretion. <st1:State=20
w:st=3D"on"><st1:place w:st=3D"on"><I>Id.</I></st1:place></st1:State> at =
840. The=20
<SPAN class=3DSpellE>relator</SPAN> must show no adequate remedy by =
appeal exists.=20
<I>In re Prudential Ins. Co. of Am.</I>, 148 S.W.3d 124, 136 (<st1:State =

w:st=3D"on"><st1:place w:st=3D"on">Tex.</st1:place></st1:State> 2004). =
In=20
determining whether appeal is an adequate remedy, appellate courts =
consider=20
whether the benefits outweigh the detriments of mandamus review. =
<st1:State=20
w:st=3D"on"><st1:place=20
w:st=3D"on"><I>Id.</I></st1:place></st1:State><I><o:p></o:p></I></P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: center"=20
align=3Dcenter><SPAN style=3D"TEXT-TRANSFORM: uppercase">The =
Issues</SPAN></P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>BP Products contends the trial court abused its discretion by =
setting=20
aside the parties=92 discovery agreement and ordering Browne=92s =
deposition. BP=20
Products argues the plaintiffs have not satisfied their burden under the =
apex=20
doctrine. In BP Products=92 view, because Browne does not have unique or =
superior=20
knowledge of relevant facts, his deposition would be outside the scope =
of=20
discovery permitted by the rules governing apex depositions. BP Products =
also=20
asserts the plaintiffs have not made the showing required under the =
parties=92=20
agreement because there is no evidence that Manzoni=92s deposition =
produced =93new=20
evidence=94 of Browne=92s =93unique and superior personal =
knowledge.=94</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: center"=20
align=3Dcenter><SPAN style=3D"TEXT-TRANSFORM: uppercase">The Rule 191.1=20
Agreement</SPAN></P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>Rule 191.1 provides that =93except where specifically =
prohibited=94 the=20
parties may modify the =93rules pertaining to discovery=94 by agreement. =
<SPAN=20
style=3D"TEXT-TRANSFORM: uppercase">Tex. R. Civ. P. </SPAN>191.<A=20
name=3D_ftnref4></A><A title=3D""=20
href=3D"http://www.supreme.courts.state.tx.us/historical/2008/jan/070119.=
htm#_ftn4"><SPAN=20
style=3D"mso-bookmark: _ftnref4"><SPAN=20
class=3DMsoFootnoteReference>[4]</SPAN></SPAN><SPAN=20
style=3D"mso-bookmark: _ftnref4"></SPAN></A><SPAN=20
style=3D"mso-bookmark: _ftnref4"></SPAN> An agreement is enforceable =
when it=20
complies with the terms of Rule 11, or as it affects an oral deposition, =
if made=20
a part of the record of the deposition. <st1:State =
w:st=3D"on"><st1:place=20
w:st=3D"on"><I>Id.</I></st1:place></st1:State> The agreement in this =
case complied=20
with the requirements of Rule 11. <I>See</I> <SPAN=20
style=3D"TEXT-TRANSFORM: uppercase">Tex. R. Civ. P.</SPAN> 11. The =
parties do not=20
argue that the agreement was specifically prohibited<A =
name=3D_ftnref5></A><A=20
title=3D""=20
href=3D"http://www.supreme.courts.state.tx.us/historical/2008/jan/070119.=
htm#_ftn5"><SPAN=20
style=3D"mso-bookmark: _ftnref5"><SPAN=20
class=3DMsoFootnoteReference>[5]</SPAN></SPAN><SPAN=20
style=3D"mso-bookmark: _ftnref5"></SPAN></A><SPAN=20
style=3D"mso-bookmark: _ftnref5"></SPAN> or that the agreement was =
outside the=20
scope of Rule 191.1. The question here is whether the trial court had =
adequate=20
reason to set aside the parties=92 agreement.</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>This Court has not previously addressed the scope of a trial =
court=92s=20
power to set aside an otherwise enforceable Rule 191.1 agreement. =
Consistent=20
with its powers over discovery, a trial court may modify discovery =
procedures=20
and limitations for =93good cause.=94 <SPAN style=3D"TEXT-TRANSFORM: =
uppercase">Tex.=20
R. Civ. P</SPAN>. 191.1. This power, however, is not =93unbounded.=94 =
<st1:State=20
w:st=3D"on"><st1:place w:st=3D"on"><I>Id.</I></st1:place></st1:State> =
<SPAN=20
class=3DSpellE>cmt</SPAN>. 1. Wherever possible, a trial court should =
give effect=20
to agreements between the parties. <I>Johnson v. Swain</I>, 787 S.W.2d =
36, 38=20
(<st1:State w:st=3D"on">Tex.</st1:State> 1989); <I>see also Fortis =
Benefits v.=20
Cantu</I>, 234 S.W.3d 642, 651 (<st1:State w:st=3D"on">Tex.</st1:State> =
2007)=20
(trial court had duty to enforce valid Rule 11 pretrial agreement); =
<I>EZ Pawn=20
Corp. v. <SPAN class=3DSpellE>Mancias</SPAN></I>, 934 S.W.2d 87, 91 =
(<st1:State=20
w:st=3D"on"><st1:place w:st=3D"on">Tex.</st1:place></st1:State> 1996) =
(per <SPAN=20
class=3DSpellE>curiam</SPAN>) (enforcing a time of filing agreement). =
Discovery=20
agreements serve an important role in efficient trial management, =
permitting the=20
parties to settle their disputes without resort to judicial supervision. =
The=20
Rules of Civil Procedure encourage parties to reach discovery =
agreements. <I>See=20
</I><SPAN style=3D"TEXT-TRANSFORM: uppercase">Tex. R. Civ. P.</SPAN> =
191.2. When=20
the parties conclude an agreement, the court should not lightly ignore =
their=20
bargain.</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>A court should be particularly reluctant to set aside a Rule =
191.1=20
agreement after one party has acted in reliance on the agreed procedure =
and=20
performed its obligations under the agreement. <I>Cf. McBride v. =
McBride</I>,=20
797 S.W.2d 689 (Tex. App.=96Houston 1990, writ. denied); <I>SEC v.=20
TheStreet.Com</I>, 273 F.3d 222, 229-3 (2d Cir. 2001) (where a deponent =
has=20
relied upon a protective order sealing the deponent=92s testimony, a =
court should=20
not lightly modify the order). An easy disregard for partially performed =

agreements would discourage parties from committing to discovery =
agreements for=20
fear that the other party would avail itself of the benefit of the =
bargain and=20
then attempt to avoid its own obligations.</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>The trial court apparently set aside the agreement here based on =
the=20
court=92s application of equitable and contract principles. <I>See In re =
Ford=20
Motor Co.</I>, 211 S.W.3d 295 (Tex. 2006); <I>Kennedy v. Hyde</I>, 682 =
S.W.2d=20
525, 529 (Tex. 1984) (holding that agreements complying with Rule 11 are =

nevertheless subject to attack on the grounds of fraud or mistake, and=20
nonconforming agreements =93may be enforced for similar equitable =
reasons=94);=20
<I>Coker v. Coker</I>, 650 S.W.2d 391, 393 (Tex. 1983). The trial court =
found=20
that Browne=92s public statements justified setting aside the discovery =
agreement=20
on grounds of misrepresentation, <SPAN class=3DSpellE>estoppel</SPAN>, =
and changed=20
circumstances. On this record, none of these grounds provides a valid =
basis for=20
ignoring the parties=92 agreement.<A name=3D_ftnref6></A><A title=3D""=20
href=3D"http://www.supreme.courts.state.tx.us/historical/2008/jan/070119.=
htm#_ftn6"><SPAN=20
style=3D"mso-bookmark: _ftnref6"><SPAN=20
class=3DMsoFootnoteReference>[6]</SPAN></SPAN><SPAN=20
style=3D"mso-bookmark: _ftnref6"></SPAN></A><SPAN=20
style=3D"mso-bookmark: _ftnref6"></SPAN> </P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>The plaintiffs identify no specific misrepresentations on which =
they may=20
have relied. Nor does the record contain evidentiary support for the =
assertion=20
that BP Products made a material, false representation that could have=20
reasonably induced the plaintiffs to enter the discovery agreement. =
<I>See</I>=20
<I>Formosa Plastics Corp. <st1:country-region =
w:st=3D"on">USA</st1:country-region>=20
v. Presidio <SPAN class=3DSpellE>Eng=92rs</SPAN> &amp; Contractors, =
Inc.</I>, 960=20
S.W.2d 41, 46-47 (<st1:State w:st=3D"on"><st1:place=20
w:st=3D"on">Tex.</st1:place></st1:State> 1998); <SPAN=20
style=3D"TEXT-TRANSFORM: uppercase">Restatement (Second) of Contracts =
</SPAN>=A7=A7=20
159 intro. note, 162 (1979). The trial court=92s explanation, that =
Browne=92s public=20
statements established plaintiffs relied on misrepresentations =
concerning=20
Browne=92s lack of knowledge, is not supported by the record or the =
parties=92=20
agreement. To the contrary, plaintiffs=92 statements to the trial court =
reflect=20
that the plaintiffs entered the agreement to avoid the delays associated =
with=20
mandamus review and to obtain Manzoni=92s deposition testimony prior to =
the=20
September trial setting. Plaintiffs have always maintained Browne has =
unique and=20
superior knowledge, the trial court previously ruled plaintiffs could =
take=20
Browne=92s deposition, and the agreement itself provides that Browne=92s =
deposition=20
may be taken for one hour, by telephone, if Manzoni=92s deposition =
demonstrated=20
Browne=92s knowledge.</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>Similarly, the finding that =93BP is <SPAN =
class=3DSpellE>estopped</SPAN> to=20
rely on the Rule 11 Agreement=94 does not support the order. The trial =
court=20
invoked <SPAN class=3DSpellE>estoppel</SPAN> apparently to prevent BP =
Products=20
from taking a position in court concerning the extent of Browne=92s =
knowledge that=20
the court viewed as inconsistent with Browne=92s public statements.=20
<I>See</I><SPAN style=3D"TEXT-TRANSFORM: uppercase"> Restatement =
(Second) of=20
Contracts </SPAN>=A7 84 <SPAN class=3DSpellE>cmt</SPAN>. b (1979) =
(defining waiver);=20
<I>Lopez v. Munoz, <SPAN class=3DSpellE>Hockema</SPAN> &amp; Reed, =
L.L.P.,</I> 22=20
S.W.3d 857, 864 (<st1:State w:st=3D"on"><st1:place=20
w:st=3D"on">Tex.</st1:place></st1:State> 2000) (defining quasi-<SPAN=20
class=3DSpellE>estoppel</SPAN>). Even if Browne had unique or superior =
knowledge,=20
that fact would not <SPAN class=3DSpellE>estop</SPAN> BP Products from =
insisting=20
upon the time and manner restrictions included in the agreement; the =
parties=20
expressly agreed that even if Browne=92s deposition was =93not =
protected,=94 Browne=92s=20
deposition would be limited.</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>The record also fails to show that Browne=92s public statements =
are the=20
kind of changed circumstance that might amount to =93good cause=94 for =
setting aside=20
the discovery agreement. Browne=92s public statements rendered the =
agreement=20
neither impracticable nor impossible. A subsequent development reducing =
the=20
usefulness of a discovery agreement to one party, without more, does not =
justify=20
a refusal to enforce the agreement.</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>The trial court found that =93BP=92s public comments appear to be =
part of a=20
continuing effort to taint the jury pool,=94 but nothing in the record =
suggests=20
sanctions were the subject matter of the hearing before the trial court. =
The=20
hearing focused on the extent of Browne=92s knowledge as reflected in =
his public=20
statements. In the trial court, plaintiffs neither explicitly requested=20
sanctions nor cited any supporting rule or case law. Plaintiffs make no =
argument=20
and cite no authority in their brief to this Court that the order was=20
permissible as a sanction, though in oral argument they referenced other =
efforts=20
by BP Products that are not part of this record. In the absence of a =
motion for=20
sanctions, proper notice and opportunity to be heard, or the trial =
court=92s=20
invocation of the court=92s power to sanction, the order striking the =
discovery=20
agreement is not supportable as a sanctions order. <I>See In re =
Bennett</I>, 960=20
S.W.2d 35, 40 (<st1:State w:st=3D"on"><st1:place=20
w:st=3D"on">Tex.</st1:place></st1:State> 1997) (per <SPAN=20
class=3DSpellE>curiam</SPAN>); <SPAN style=3D"TEXT-TRANSFORM: =
uppercase">Tex. R.=20
Civ. P. </SPAN>215.3; <I>cf. Am. Flood Research, Inc. v. Jones</I>, 192 =
S.W.3d=20
581, 583-84 (<st1:place w:st=3D"on"><st1:State=20
w:st=3D"on">Tex.</st1:State></st1:place> 2006) (per <SPAN=20
class=3DSpellE>curiam</SPAN>).</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>Rule 191.2 provides that =93[p]arties and their attorneys are =
expected to=20
cooperate in discovery and to make any agreements reasonably necessary =
for the=20
efficient disposition of the case.=94 <SPAN style=3D"TEXT-TRANSFORM: =
uppercase">Tex.=20
R. Civ. P</SPAN>. 191.2. The Rule also provides that, when requesting a =
hearing=20
relating to discovery or when filing a discovery motion, a party must =
certify=20
=93that a reasonable effort has been made to resolve the dispute without =
the=20
necessity of court intervention and the effort failed.=94 <st1:State=20
w:st=3D"on"><st1:place w:st=3D"on"><I>Id.</I></st1:place></st1:State><I> =
</I>To=20
achieve =93the efficient disposition of the case . . .without the =
necessity of=20
court intervention,=94 parties and their attorneys must be able to rely =
on=20
agreements. <I>See id. </I>We hold the trial court abused its discretion =
by=20
setting aside the parties=92 Rule 191.1 agreement.</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: center"=20
align=3Dcenter><SPAN style=3D"TEXT-TRANSFORM: uppercase">BP Products=92 =
Motion to=20
Quash</SPAN></P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>BP Products asserts that the apex doctrine bars plaintiffs from =
taking=20
Browne=92s deposition. Plaintiffs assert the issue is moot because =
Browne has=20
retired. The apex doctrine, however, does not control the outcome in =
this case.=20
The discovery agreement displaced the common law standard with the =
parties=92 own=20
standard. As BP Products explained in its brief: =93If new evidence was =
developed=20
during Manzoni=92s deposition showing that Browne had unique and =
superior=20
knowledge of relevant facts, then Browne would be presented at a limited =

deposition. . . . Both parties retained the right to appeal the trial =
court=92s=20
ruling on the new evidence issue.=94 </P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>The terms of the parties=92 discovery agreement apply. The trial =
court=20
found that =93new circumstantial evidence developed during Mr. John =
Manzoni=92s=20
deposition shows that Mr. Browne has unique or superior knowledge of =
relevant=20
facts.=94 If some evidence supports the trial court=92s conclusion, the =
trial court=20
could order a deposition consistent with the terms of the parties=92 =
agreement.=20
<I>See generally <SPAN class=3DSpellE>Butnaru</SPAN> v. Ford Motor =
Co.</I>, 84=20
S.W.3d 198, 211 (<st1:place w:st=3D"on"><st1:State=20
w:st=3D"on">Tex.</st1:State></st1:place> 2002) (a trial court does not =
abuse its=20
discretion if some evidence supports its decision).</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>To satisfy the =93new evidence=94 provision, plaintiffs rely, in =
part, on=20
Manzoni=92s inability to answer certain questions about a twenty-five =
percent=20
budget cut directive issued by BP <SPAN class=3DSpellE>p.l.c</SPAN>. The =
trial=20
court concluded that Manzoni=92s inability to answer these questions =
constituted=20
new evidence that Browne would have unique and superior knowledge about =
the=20
budget cuts. This inference might not normally support the taking of an =
apex=20
deposition. Here, however, the trial court could reasonably construe the =
=93new=20
evidence=94 provision of the Rule 191.1 agreement to allow plaintiffs a =
limited=20
deposition of Browne to answer questions Manzoni may have been unable to =
answer=20
but Browne could. On this record, under that construction of the =
parties=92=20
agreement, the deposition of John Browne could be taken for one hour, by =

telephone. The court instead ordered the deposition to proceed without =
the=20
limitations agreed to by the parties. Though the trial court=92s =93new =
evidence=94=20
finding would support authorizing plaintiffs to take Browne=92s =
deposition=20
consistent with the agreed limitations, the finding does not justify =
setting=20
aside the agreement.</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: center"=20
align=3Dcenter><SPAN style=3D"TEXT-TRANSFORM: =
uppercase">Conclusion</SPAN></P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>The trial court abused its discretion in setting aside a valid =
discovery=20
agreement without good cause. In this case, one party had already acted =
in=20
reliance on the agreed procedure, partially performing its obligations. =
The=20
parties agreed to define the scope of permissible discovery under Rule =
192.3(a),=20
limiting the expense and burden of litigating a disputed issue. Delaying =
review=20
until appeal, under these circumstances, would defeat not only the =
purpose of=20
the discovery agreement, but also the strong public policy encouraging =
parties=20
to resolve their discovery disputes without court intervention. =
<I>See</I> <SPAN=20
style=3D"TEXT-TRANSFORM: uppercase">Tex. R. Civ. P.</SPAN> 191.2. This =
case=20
presents an issue of first impression, involving an important issue of =
public=20
policy. We conclude that the benefits outweigh the detriments of =
mandamus=20
review. <I>See</I> <I>In re Prudential</I>, 148 S.W.3d at 136-38.</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>We conditionally grant the writ of mandamus to compel the trial =
court to=20
vacate its order, and direct the trial court to enforce the parties=92 =
agreement.=20
We are confident the trial court will comply, and our writ will issue =
only if=20
the court does not.</P>
<P class=3DMsoNormal style=3D"LINE-HEIGHT: 200%">&nbsp;</P>
<P class=3DMsoNormal><SPAN=20
style=3D"mso-tab-count: =
7">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp=
;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&=
nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&n=
bsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nb=
sp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>____________________________________</P>
<P class=3DMsoNormal><SPAN=20
style=3D"mso-tab-count: =
7">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp=
;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&=
nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&n=
bsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nb=
sp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN><st1:PersonName w:st=3D"on">David Gaultney</st1:PersonName></P>
<P class=3DMsoNormal><SPAN=20
style=3D"mso-tab-count: =
7">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp=
;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=
&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&=
nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&n=
bsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nb=
sp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>Justice</P>
<P class=3DMsoNormal>&nbsp;</P>
<P class=3DMsoNormal>&nbsp;</P>
<P class=3DMsoNormal>Opinion Delivered: January 25, 2008</P>
<P class=3DMsoNormal>&nbsp;</P><SPAN=20
style=3D"FONT-SIZE: 12pt; FONT-FAMILY: 'Times New Roman'; =
mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US; =
mso-fareast-language: EN-US; mso-bidi-language: AR-SA"><BR=20
style=3D"PAGE-BREAK-BEFORE: always" clear=3Dall></SPAN>
<P class=3DMsoNormal>&nbsp;</P>
<P class=3DMsoNormal><o:p>&nbsp;</o:p></P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: center" =
align=3Dcenter>APPENDIX</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: center" =
align=3Dcenter>&nbsp;</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: center" align=3Dcenter>Text of =
the Parties=92=20
Agreement</P>
<P class=3DMsoNormal>&nbsp;</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>The parties agree that, in consideration of all the agreements =
made=20
herein:</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: justify">&nbsp;</P>
<P class=3DMsoNormal style=3D"MARGIN: 0in 0.5in 0pt; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>1. The oral ruling of the court on August 28, 2006, regarding the =

depositions of John Browne and John Manzoni will be deemed by the =
parties to be=20
vacated and of no effect and no order will be tendered by =
plaintiffs.</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: justify">&nbsp;</P>
<P class=3DMsoNormal style=3D"MARGIN: 0in 0.5in 0pt; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>2. BP Products will produce John Manzoni for deposition in =
<st1:City=20
w:st=3D"on"><st1:place w:st=3D"on">Chicago</st1:place></st1:City> on =
September 8 for=20
four hours of deposition time.</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: justify">&nbsp;</P>
<P class=3DMsoNormal style=3D"MARGIN: 0in 0.5in 0pt; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>3. Plaintiffs will withdraw the notice of deposition of John =
Browne and=20
will not again notice or request the deposition of any other executive =
officer=20
or board members of BP <SPAN class=3DSpellE>p.l.c</SPAN>., with one =
exception set=20
out in paragraph 4 below.</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: justify">&nbsp;</P>
<P class=3DMsoNormal style=3D"MARGIN: 0in 0.5in 0pt; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>4. If, during the deposition of John Manzoni, new evidence is =
developed=20
that John Browne has unique and superior personal knowledge of facts =
relevant to=20
the trial of this matter, Plaintiffs may issue a new notice for the =
deposition=20
of John Browne. BP Products retains its right to file a motion to quash =
and=20
motion for protection on this new notice, have that motion heard at the =
trial=20
court and both parties retain their right to appeal the trial court=92s=20
ruling.</P>
<P class=3DMsoNormal style=3D"TEXT-ALIGN: justify">&nbsp;</P>
<P class=3DMsoNormal style=3D"MARGIN: 0in 0.5in 0pt; TEXT-ALIGN: =
justify"><SPAN=20
style=3D"mso-tab-count: =
1">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;=20
</SPAN>5. Plaintiffs agree that if, following appeals referenced in =
paragraph 4,=20
the deposition of John Browne is not protected, the deposition of John =
Browne=20
will be limited to one hour by telephone.</P>
<DIV>
<P class=3DMsoNormal><BR style=3D"mso-special-character: line-break" =
clear=3Dall></P>
<DIV>
<DIV class=3DMsoNormal>
<HR align=3Dleft width=3D"33%" SIZE=3D1>
</DIV></DIV>
<DIV id=3Dftn1>
<P class=3DMsoFootnoteText style=3D"MARGIN-TOP: 6pt"><A =
name=3D_ftn1></A><A title=3D""=20
href=3D"http://www.supreme.courts.state.tx.us/historical/2008/jan/070119.=
htm#_ftnref1"><SPAN=20
style=3D"mso-bookmark: _ftn1"><SUP>[1]</SUP></SPAN><SPAN=20
style=3D"mso-bookmark: _ftn1"></SPAN></A><SPAN style=3D"mso-bookmark: =
_ftn1"></SPAN>=20
The Honorable <st1:PersonName w:st=3D"on">David =
Gaultney</st1:PersonName>,=20
Justice, <st1:address w:st=3D"on"><st1:Street w:st=3D"on">Ninth Court of =

Appeals</st1:Street>, <st1:City =
w:st=3D"on">Beaumont</st1:City></st1:address>,=20
sitting by commission of the Honorable Rick Perry, Governor of Texas, =
pursuant=20
to <SPAN style=3D"TEXT-TRANSFORM: uppercase">Tex. Gov=92t Code</SPAN> =
=A7=20
22.005.&nbsp; Justice O=92Neill is <SPAN =
class=3DSpellE>recused</SPAN>.</P></DIV>
<DIV id=3Dftn2>
<P class=3DMsoFootnoteText style=3D"MARGIN-TOP: 6pt"><A =
name=3D_ftn2></A><A title=3D""=20
href=3D"http://www.supreme.courts.state.tx.us/historical/2008/jan/070119.=
htm#_ftnref2"><SPAN=20
style=3D"mso-bookmark: _ftn2"><SUP>[2]</SUP></SPAN><SPAN=20
style=3D"mso-bookmark: _ftn2"></SPAN></A><SPAN style=3D"mso-bookmark: =
_ftn2"></SPAN>=20
Under the apex doctrine, when a party seeks to take the deposition of a =
senior=20
corporate official, the party must show either that the official has =
=93unique or=20
superior personal knowledge=94 of relevant facts or that =93after a good =
faith=20
effort to obtain the discovery through less intrusive means, (1) that =
there is a=20
reasonable indication that the official=92s deposition is calculated to =
lead to=20
the discovery of admissible evidence, and (2) that the less intrusive =
methods of=20
discovery are unsatisfactory, insufficient or inadequate.=94&nbsp; <I>In =
re=20
Alcatel USA, Inc.</I>, 11 S.W.3d 173, 176 (<st1:State =
w:st=3D"on"><st1:place=20
w:st=3D"on">Tex.</st1:place></st1:State> 2000); <I>see also Crown Cent. =
Petroleum=20
Corp. v. Garcia</I>, 904 S.W.2d 125, 128 (<st1:State =
w:st=3D"on"><st1:place=20
w:st=3D"on">Tex.</st1:place></st1:State> 1995).&nbsp; </P></DIV>
<DIV id=3Dftn3>
<P class=3DMsoFootnoteText style=3D"MARGIN-TOP: 6pt"><A =
name=3D_ftn3></A><A title=3D""=20
href=3D"http://www.supreme.courts.state.tx.us/historical/2008/jan/070119.=
htm#_ftnref3"><SPAN=20
style=3D"mso-bookmark: _ftn3"><SUP>[3]</SUP></SPAN><SPAN=20
style=3D"mso-bookmark: _ftn3"></SPAN></A><SPAN style=3D"mso-bookmark: =
_ftn3"></SPAN>=20
For the full text of the parties=92 agreement, see the appendix.&nbsp; =
</P></DIV>
<DIV id=3Dftn4>
<P class=3DMsoFootnoteText style=3D"MARGIN-TOP: 6pt"><A =
name=3D_ftn4></A><A title=3D""=20
href=3D"http://www.supreme.courts.state.tx.us/historical/2008/jan/070119.=
htm#_ftnref4"><SPAN=20
style=3D"mso-bookmark: _ftn4"><SUP>[4]</SUP></SPAN><SPAN=20
style=3D"mso-bookmark: _ftn4"></SPAN></A><SPAN style=3D"mso-bookmark: =
_ftn4"></SPAN>=20
Rule 191.1 reads in full: =93Except where specifically prohibited, the =
procedures=20
and limitations set forth in the rules pertaining to discovery may be =
modified=20
in any suit by the agreement of the parties or by court order for good=20
cause.&nbsp; An agreement of the parties is enforceable if it complies =
with Rule=20
11 or, as it affects an oral deposition, if it is made a part of the =
record of=20
the deposition.=94</P></DIV>
<DIV id=3Dftn5>
<P class=3DMsoFootnoteText style=3D"MARGIN-TOP: 6pt"><A =
name=3D_ftn5></A><A title=3D""=20
href=3D"http://www.supreme.courts.state.tx.us/historical/2008/jan/070119.=
htm#_ftnref5"><SPAN=20
style=3D"mso-bookmark: _ftn5"><SUP>[5]</SUP></SPAN><SPAN=20
style=3D"mso-bookmark: _ftn5"></SPAN></A><SPAN style=3D"mso-bookmark: =
_ftn5"></SPAN>=20
Paragraph 1 of the agreement provided that the trial court=92s previous =
oral=20
ruling regarding the depositions of John Browne and John Manzoni =93will =
be deemed=20
by the parties to be vacated and of no effect.=94&nbsp; The agreement =
does not set=20
aside a court order, something specifically prohibited as noted in =
comment 1 to=20
Rule 191.1.&nbsp; The court=92s original ruling did not require the =
plaintiffs to=20
take Browne=92s deposition, and the parties could agree =93to shorten =
the time=20
permitted for a deposition or to change the manner in which a deposition =
is=20
conducted.=94&nbsp; <I>See</I> <SPAN style=3D"TEXT-TRANSFORM: =
uppercase">Tex. R.=20
Civ. P.</SPAN> 191.1 <SPAN class=3DSpellE>cmt</SPAN> 1.</P></DIV>
<DIV id=3Dftn6>
<P class=3DMsoFootnoteText style=3D"MARGIN-TOP: 6pt"><A =
name=3D_ftn6></A><A title=3D""=20
href=3D"http://www.supreme.courts.state.tx.us/historical/2008/jan/070119.=
htm#_ftnref6"><SPAN=20
style=3D"mso-bookmark: _ftn6"><SUP>[6]</SUP></SPAN><SPAN=20
style=3D"mso-bookmark: _ftn6"></SPAN></A><SPAN style=3D"mso-bookmark: =
_ftn6"></SPAN>=20
<I>See Chrysler Corp. v. Blackmon</I>, 841 S.W.2d 844, 851-52 =
(<st1:State=20
w:st=3D"on"><st1:place w:st=3D"on">Tex.</st1:place></st1:State> 1992) =
(orig.=20
proceeding) (noting that trial court findings may be helpful in =
assessing=20
whether or not the trial court abused its=20
discretion).</P></DIV></DIV></DIV></BODY></HTML>
