Jesus Virlar, M.D., and Gonzaba Medical Group A/K/A GMG Health Systems Associates, P.A. A/K/A GMG Health Systems P.A. v. Maria Esther Carr, as Independent Administrator and Personal Representative of the Estate of Jo Ann Puente
Docket 04-24-00551-CV
Court of record · Indexed in NoticeRegistry archive · AI-enriched for research
- Filed
- Jurisdiction
- Texas
- Court
- Texas Court of Appeals, 4th District (San Antonio)
- Type
- Lead Opinion
- Case type
- Civil
- Disposition
- Remanded
- Citation
- No. 04-24-00551-CV (Fourth Court of Appeals, San Antonio) Delivered and Filed: 2026-04-30
- Docket
- 04-24-00551-CV
Appeal from a remand judgment in a medical malpractice action following Texas Supreme Court reversal and remand
Summary
The Fourth Court of Appeals reviewed a remand judgment in a medical-malpractice case after the Texas Supreme Court directed corrections: apply a settlement credit and structure periodic payments for future medical expenses. The appeals court concluded the trial court misallocated the lump-sum portion of the judgment by overstating attorney’s fees and certain interim medical costs but otherwise complied with the Supreme Court’s instructions and statutory law. The court suggested a remittitur of $533,038.51 to cure the error and affirmed the judgment as modified if the remittitur is timely filed; otherwise it will reverse and remand.
Issues Decided
- Whether the trial court properly applied the dollar-for-dollar settlement credit under Chapter 33 as directed by the Texas Supreme Court.
- Whether the trial court correctly structured the lump sum and periodic payments for future medical expenses under the Texas Medical Liability Act.
- Whether the trial court miscalculated the lump-sum components (attorney’s fees, interim medical costs, litigation costs) on remand.
- Whether post-judgment interest accrues from the date of the original judgment or the remand judgment.
Court's Reasoning
The court followed the Texas Supreme Court’s mandate that the Chapter 33 settlement credit be applied and that periodic payments be structured using the undiscounted projections for future medical costs. It found the trial court had authority to calculate periodic payments through the original life-care projections and to terminate payments upon the plaintiff's death. However, the appellate court determined the trial court misapplied fee and interim-cost calculations when moving amounts into the lump sum, producing an excessive lump-sum total that can be cured by a specific remittitur.
Authorities Cited
- Virlar v. Puente (Texas Supreme Court)664 S.W.3d 53 (Tex. 2023)
- Texas Civil Practice & Remedies Code, Subchapter KTEX. CIV. PRAC. & REM. CODE §§ 74.501, 74.503, 74.505, 74.506, 74.507
- Phillips v. Bramlett407 S.W.3d 229 (Tex. 2013)
Parties
- Appellant
- Jesus Virlar, M.D.
- Appellant
- Gonzaba Medical Group a/k/a GMG Health Systems Associates, P.A. a/k/a GMG Health Systems P.A.
- Appellee
- Maria Esther Carr, as Independent Administrator and Personal Representative of the Estate of Jo Ann Puente, Deceased
- Judge
- Lori Massey Brissette
Key Dates
- Original trial judgment date
- 2017-11-28
- Plaintiff's death
- 2020-03-30
- Opinion filed (this appeal)
- 2026-04-30
What You Should Do Next
- 1
Appellee consider filing remittitur
File a remittitur in the amount of $533,038.51 within twenty days to have the judgment modified and affirmed by the appeals court.
- 2
Appellants prepare for remand compliance or further proceedings
If remittitur is filed, implement the modified judgment; if not, be prepared to proceed on remand after the appeals court reverses and returns the case to the trial court.
- 3
Estate consult counsel about settlement strategy
The estate should consult its attorney about whether to accept the suggested remittitur or litigate further, weighing the costs, timing, and risks of remand.
Frequently Asked Questions
- What did the appeals court decide?
- The court found the remand judgment mostly correct but identified an excessive lump-sum allocation and suggested reducing it by $533,038.51 through remittitur.
- Who is affected by this decision?
- The decision affects the defendants (Dr. Virlar and Gonzaba) and the estate of the deceased plaintiff, because it adjusts how much is payable immediately versus via periodic payments.
- What happens next if the remittitur is filed?
- If the appellee files the suggested remittitur within twenty days, the court will modify and affirm the judgment as reduced; if not, the judgment will be reversed and the case remanded to the trial court.
- Why did the court permit periodic payments even though the plaintiff died?
- The court followed the Texas Supreme Court's guidance: periodic payments are structured from trial evidence; payments terminate on the recipient's death and any security reverts to defendants.
The above suggestions and answers are AI-generated for informational purposes only. They may contain errors. NoticeRegistry assumes no responsibility for their accuracy. Consult a qualified attorney before relying on them.
Full Filing Text
Fourth Court of Appeals
San Antonio, Texas
OPINION
No. 04-24-00551-CV
Jesus VIRLAR, M.D., and Gonzaba Medical Group a/k/a GMG Health Systems Associates,
P.A. a/k/a GMG Health Systems P.A.,
Appellants
v.
Maria Esther CARR, as Independent Administrator and Personal Representative of the Estate of
Jo Ann Puente, Deceased,
Appellees
From the 131st Judicial District Court, Bexar County, Texas
Trial Court No. 2014-CI-04936
Honorable Norma Gonzales, Judge Presiding
Opinion by: Lori Massey Brissette, Justice
Sitting: Lori I. Valenzuela, Justice
Lori Massey Brissette, Justice
H. Todd McCray, Justice
Delivered and Filed: April 30, 2026
REMITTITUR SUGGESTED
This appeal arises from a judgment entered on remand from the Texas Supreme Court in a
medical malpractice action. After reviewing the record and the parties’ briefing, we conclude the
trial court erred by allocating an excessive amount from the jury’s award as a lump sum in its
judgment on remand. Nevertheless, because we conclude that this error can be cured by remittitur
and that the trial court did not reversibly err in any other respect, we suggest a remittitur of
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$533,038.51. If within twenty days of the date of this opinion, appellee files in this court a
remittitur of $533,038.51, we will modify the trial court’s judgment in accordance with this
opinion and affirm the judgment as modified. If appellee does not timely file the suggested
remittitur, the trial court’s judgment will be reversed and the cause remanded for entry of a proper
judgment consistent with this opinion. See TEX. R. APP. P. 46.3.
BACKGROUND
In 2011, Jo Ann Puente underwent “Roux-en-Y” gastric-bypass surgery performed by Dr.
Nilesh Patel. Puente developed complications and was admitted to the intensive care unit at
Metropolitan Methodist Hospital and ordered to take nothing by mouth. Dr. Jesus Virlar, who was
employed by GMG Health Systems Associates, P.A. a.k.a. and d.b.a. Gonzaba Medical Group
(“Gonzaba”), assumed care for Puente. Evidence at trial showed that, although nurses noted
Puente’s difficulty walking, dizziness, continued vomiting, and “fixed gaze,” Dr. Virlar did not
read their notes and was unaware of the symptoms. Dr. Virlar failed to order thiamine supplements,
which Puente’s expert witness testified led her to develop Wernicke’s disease, a brain dysfunction
associated with thiamine deficiency. The disease progressed to a more debilitating brain disorder,
Korsakoff’s syndrome.
Puente, her minor daughter, C.P., and her mother, Maria Esther Carr, sued Dr. Patel, Dr.
Virlar, Gonzaba, Metropolitan Methodist Hospital, and other healthcare providers, including Dr.
Manuel Martinez, another physician employed by Gonzaba. Puente sought damages for physical
pain, mental anguish, loss of earning capacity, and medical expenses, while C.P. and Carr sought
damages for loss of services and loss of consortium. Before trial, Carr and C.P. either settled 1 or
1
C.P. and Carr settled with all defendants except Dr. Virlar, Dr. Martinez, and Gonzaba.
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nonsuited all of their claims. Puente also entered into a settlement with several of the defendants,
leaving only her claims against Dr. Virlar, Dr. Martinez and Gonzaba for trial.
The jury found Dr. Virlar and Dr. Patel negligent, attributing 60% of the responsibility to
Dr. Virlar and 40% to Dr. Patel. It did not find Dr. Martinez negligent. The jury awarded Puente
$133,202 for loss of past earnings, $888,420 for loss of future earning capacity, and
$13,262,874.86 for future medical expenses.
The trial court rendered judgment for Puente and against Dr. Virlar and Gonzaba, as Dr.
Virlar’s employer, and denied their motion for new trial. Dr. Virlar and Gonzaba also moved for a
settlement credit, arguing that C.P.’s $3.3 million settlement with Metropolitan Methodist Hospital
should reduce Puente’s recovery under Chapter 33 of the Texas Civil Practice and Remedies Code.
While the trial court rejected that argument, it granted a credit of $200,000 for Puente’s settlement
with Dr. Patel. The trial court also denied Dr. Virlar and Gonzaba’s motion for periodic payment
of the award for future medical expenses. The trial court’s judgment awarded Puente the entire
$14,109,349.02 in a lump sum. Dr. Virlar and Gonzaba appealed, and Puente passed away on
March 30, 2020, while the appeal was pending.
First Appeal
On rehearing, this court largely affirmed the trial court’s judgment, reversing only to
suggest an $8,000 remittitur of the award for lost future earning capacity for lack of evidence,
which Puente accepted. Virlar v. Puente, 613 S.W.3d 652, 662, 682–85 (Tex. App.—San Antonio
2020). This court affirmed the denial of a credit for C.P.’s settlement, holding such a credit under
Chapter 33 would be unconstitutional as applied. Id. at 685–697. Finally, this court affirmed the
denial of periodic payments, holding that Dr. Virlar and Gonzaba did not present sufficient
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evidence for the trial court to grant payments. Id. at 697–704. Dr. Virlar and Gonzaba then filed a
petition for review, which the Texas Supreme Court granted.
The Texas Supreme Court affirmed the judgment in part and reversed in part, holding the
judgment erred in two respects. First, the Court held Chapter 33 required a dollar-for-dollar credit
for C.P.’s settlement and this application of Chapter 33 is not unconstitutional. Virlar v. Puente,
664 S.W.3d 53, 60–61 (Tex. 2023). Thus, the approximately $14.1 million total damages awarded
to Puente by the trial court must be reduced by the dollar amount of C.P.’s settlement with
Metropolitan Methodist Hospital for $3.3 million, resulting in Puente’s recovery being reduced to
approximately $10.8 million total. Id. at 61. Second, the Texas Supreme Court held there was
sufficient evidence to establish that the Texas Medical Liability Act (TMLA) required the trial
court to order at least partial periodic payments for future medical expenses. Id. at 65. The Texas
Supreme Court remanded the case to the trial court “to form a proper judgment on these issues of
damages.” Id. at 66.
Judgment on Remand
On remand, the parties filed competing proposals for calculating the new judgment, and
the trial court held a hearing. The trial court expressed its understanding that on remand, it must
“go back to the date of the jury verdict and the judgment, and take it as it is then,” i.e. when Puente
was still living. After the hearing and after additional briefing by the parties, the trial court issued
its judgment on remand, in which it applied the credit for C.P.’s settlement, ordered a portion of
the damages to be paid in a lump sum upon entry of judgment and ordered that further damages,
specifically future medical expenses, be paid via scheduled periodic payments. Dr. Virlar and
Gonzaba requested findings of fact and conclusions of law, and the parties filed competing motions
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to modify the judgment. The trial court issued amended findings of fact, and the motions to modify
the judgment were overruled by operation of law. Dr. Virlar and Gonzaba timely appealed.
Supplemental Findings
Because the judgment and the amended findings failed to precisely quantify the dollar
amount of two components of the lump sum, this court abated this appeal and remanded the case
to the trial court, ordering the trial court to set out the exact dollar amounts in the lump sum for (1)
litigation expenses and costs and (2) the total interim medical costs for the period between the time
of the trial and the date the first periodic payment would have been due. See TEX. R. APP. P. 44.4(a).
A supplemental clerk’s record was filed, containing the trial court’s “Supplemental Findings
Pursuant to Court of Appeals’ Order,” which quantified these dollar amounts. The supplemental
record also included further briefing by the parties in the trial court before the supplemental
findings were issued.
DISCUSSION
Dr. Virlar and Gonzaba bring seven issues on appeal, which we have reordered as follows:
(1) whether this appeal should be abated or the judgment is void because Puente’s estate lacked a
representative in the trial court on remand; (2) whether the trial court erred by awarding an
excessive lump sum recovery; (3) whether the trial court erred by awarding recovery for future
medical expenses after the date of Puente’s death; (4) whether the trial court erred in making an
excessive award of future medical expenses that is inconsistent with the jury’s verdict; (5) whether
the trial court erred by awarding postjudgment interest as of the date of the original judgment rather
than the date of the judgment on remand; (6) whether the trial court erred in issuing amended
findings supported by factually insufficient evidence; and (7) whether the trial court improperly
took judicial notice of facts about Dr. Virlar’s medical license.
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I. Abatement is unnecessary and the remand judgment is not void.
In their first issue, Dr. Virlar and Gonzaba urge us to abate this appeal or render the trial
court’s judgment void because Puente’s estate lacked a representative in the trial court on remand.
They argue the trial court was required to formally substitute Puente’s estate representative as a
party and render judgment for Puente’s estate representative rather than for Puente. They argue we
must abate this appeal and order the trial court to determine the appropriate representative for
Puente’s estate and then substitute that representative for purposes of rendering the judgment. In
the alternative, they argue that the remand judgment is void because it rendered judgment for
Puente instead of Puente’s estate.
We disagree.
A. Abatement is unnecessary.
When an appellate court reverses a lower court’s judgment and remands the case to the
trial court, as the Texas Supreme Court did here, “the trial court is authorized to take all actions
that are necessary to give full effect to the appellate court’s judgment and mandate.” Phillips v.
Bramlett, 407 S.W.3d 229, 234 (Tex. 2013). “But the trial court has no authority to take any action
that is inconsistent with or beyond the scope of that which is necessary to give full effect to the
appellate court’s judgment and mandate.” Id.
Here, the Texas Supreme Court’s judgment remanding this case “was an instruction to
enter the judgment which the trial court should have [originally] entered[.]” Id. at 241 (quoting
Nederlandsch–Amerikaansche–Stoomvaart–Maatschappij; Holland–Am. Line v. Vassallo, 365
S.W.2d 650, 656 (Tex. Civ. App.—Houston 1963, writ ref’d n.r.e.)). Therefore, the trial court on
remand had authority to consider the parties’ arguments regarding the proper calculation of
damages in light of the Court’s opinion and then render the corrected judgment. The trial court did
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just that: the parties filed competing proposals for calculating the judgment on remand, and at the
damages hearing, the trial court expressed its understanding that on remand it must “go back to
the date of the jury verdict and the judgment, and take it as it is then,” i.e. when Puente was still
living. The remand judgment reflected this understanding.
Nevertheless, Dr. Virlar and Gonzaba argue abatement is necessary by pointing to their
first filing in the trial court on remand: a suggestion of death and application for a writ of scire
facias, requesting that the trial court issue a writ of scire facias “for the administrator, executor, or
heir of Jo Ann Puente to appear and prosecute this action pursuant to Texas Rule of Civil Procedure
151.” Their application 2 stated that they are aware a probate court had appointed Carr as the
administrator of Puente’s estate in February of 2022. The probate court’s order appointing Carr as
the estate representative was also filed in the trial court. But, even though Carr, “in her capacity as
‘possible heir’” of Puente, responded by filing a special appearance and motion to quash the
application, arguing in part that Carr “should not be made a party to the suit in the capacity in
which she was served” because Carr is not an “heir” of Puente, she did appear throughout the
remand proceedings describing herself as “independent administrator and personal representative
of the estate of Jo Ann Puente.”
By doing so, she entered a general appearance. See Hegwer v. Edwards, 527 S.W.3d 337,
341 (Tex. App.—Dallas 2017, no pet.) (“A party enters a general appearance when it (1) invokes
the judgment of the court on any question other than the court’s jurisdiction, (2) recognizes by its
acts that an action is properly pending, or (3) seeks affirmative action from the court.”) (citing
Exito Elec. Co. v. Trejo, 142 S.W.3d 302, 304 (Tex. 2004)). Therefore, Rule 151 did not require
2
Dr. Virlar and Gonzaba attached discovery requests to their application, requesting that Puente’s estate (1) produce
a copy of Puente’s death certificate and copies of all medical records and bills from between the first trial court
judgment and Puente’s death, and (2) admit Puente died on March 30, 2020.
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the trial court to issue a writ of scire facias. 3 See TEX. R. CIV. P. 151 (stating that if “the heirs, or
the administrator or executor” of decedent plaintiff do not appear, the trial clerk shall issue a scire
facias, requiring the heirs or the administrator or executor of decedent to appear and prosecute the
suit).
Given Carr’s appearance as independent administrator and personal representative of the
estate of Jo Ann Puente, given that the probate court’s order appointing Carr as administrator of
Puente’s estate was filed as part of the record, and given that Dr. Virlar and Gonzaba never argued
that Carr was an inappropriate representative of Puente’s estate, abatement is unnecessary. The
reliance on Gantt v. Harris County, 674 S.W.3d 553, 556–58 (Tex. App.—Houston [1st Dist.]
2023, no pet.) is inapposite because here, unlike in Gantt, the record is clear as to the estate
representative’s identity and involvement in the case.
B. The remand judgment is not void.
Dr. Virlar and Gonzaba argue in the alternative that the remand judgment is void because
it rendered judgment for Puente instead of Puente’s estate, again asserting that no representative
was a party to the action. 4 Carr counters this is a mere technicality which does not render the
judgment void, noting Carr had moved in the trial court for an order of substitution. As set forth
above, we have concluded Carr represented Puente’s estate as the representative on remand,
through numerous court filings and by arguing on the estate’s behalf at the damages hearing.
Further, we can infer that the trial court’s remand judgment awarded damages to Puente rather
than her estate representative because the trial court sought to follow the Texas Supreme Court’s
instructions, by entering the judgment which the trial court should have entered when it signed its
3
The trial court did not grant the application for a writ of scire facias, which was overruled by operation of law.
4
A decedent’s estate “is not a legal entity and may not properly sue or be sued as such.” Belt v. Oppenheimer, Blend,
Harrison & Tate, Inc., 192 S.W.3d 780, 786 (Tex. 2006). A suit on behalf of an estate must thus be brought by the
personal representative of the estate. Austin Nursing Ctr., Inc. v. Lovato, 171 S.W.3d 845, 849 (Tex. 2005).
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original judgment. See Phillips, 407 S.W.3d at 241; TEX. R. CIV. P. 156 (“When a party in a jury
case dies between verdict and judgment, or a party in a non-jury case dies after the evidence is
closed and before judgment is pronounced, judgment shall be rendered and entered as if all parties
were living.”); Smith v. Kingdom Investments, Ltd., No. 14-20-00447-CV, 2022 WL 3725070, at
*1 (Tex. App.—Houston [14th Dist.] Aug. 30, 2022, pet. denied) (affirming judgment rendered as
though party were still living under Rule 156); Tolar v. Tolar, No. 12-14-00228-CV, 2015 WL
2393993, at *1–2 (Tex. App.—Tyler May 20, 2015, no pet.) (same).
In these circumstances, the remand judgment is not void. “[A] judgment involving ‘the
estate’ may validly bind the personal representative of the estate if he appears and participates in
the case in his official capacity as personal representative of the estate.” Delgado v. Garza, 2018
WL 6187077, *5 (Tex. App.—Corpus Christi-Edinburg 2018, no pet.) (citing Dueitt v. Dueitt, 802
S.W.2d 859, 861 (Tex. App.—Houston [1st Dist.] 1991, no writ)); see Charles v. Estate of
Kornbacher, No. 01-23-00125-CV, 2024 WL 1862852, at *4 (Tex. App.—Houston [1st Dist.]
Apr. 30, 2024, pet. denied) (concluding judgment rendered in favor of estate was valid and
constituted a “judgment in favor of Eric Roberts as the representative of the Estate of Rose
Kornbacher.”). Given Carr’s active participation in the proceedings on remand as estate
representative, the trial court’s remand judgment was valid and constitutes a judgment in favor of
Carr as the estate’s representative. See Kornbacher, 2024 WL 1862852, at *4. We overrule Dr.
Virlar and Gonzaba’s first issue.
II. The lump sum recovery in the remand judgment was excessive but can be cured
by remittitur.
Dr. Virlar and Gonzaba further assert the trial court erred by allocating an excessive lump
sum recovery that cannot be cured by remittitur. Specifically, they assert the lump sum in the
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remand judgment awarded an excessive amount for Puente’s interim medical costs, excessively
awarded attorney’s fees, and erroneously awarded litigation expenses and costs.
Under Texas Civil Practice & Remedies Code section 74.503(b), future damages may be
ordered to “be paid in whole or in part in periodic payments rather than by a lump sum payment.”
TEX. CIV. PRAC. & REM. CODE § 74.503(b). The trial court’s original judgment provided that
Puente receive the entire jury award in a lump sum. In the previous appeal, the Texas Supreme
Court held the TMLA required the trial court to order at least partial periodic payments for future
medical expenses, remanding for the trial court to determine how much of the award of future
medical expenses “should be payable in a lump sum upon judgment, with the remainder to be paid
periodically.” Virlar, 664 S.W.3d at 64. The Texas Supreme Court noted that when making this
determination, the trial court could consider factors including Puente’s request that “costs,
attorney’s fees, and other expenditures to be incurred soon after trial be payable immediately.” Id.
The trial court enjoys considerable discretion in structuring such periodic payments under
the Texas Medical Liability Act (TMLA). Id. The TMLA “does not require such granular evidence
that only one payment plan could be fashioned.” Id. The trial court’s determination of which
portions of the jury’s award are to be owed in a lump sum, and which will be paid periodically, is
subject to an abuse of discretion standard of review. See id.; Columbia Valley Healthcare Sys.,
L.P. v. A.M.A. ex rel. Ramirez, 654 S.W.3d 135, 143 (Tex. 2022); Regent Care of San Antonio,
L.P. v. Detrick, 610 S.W.3d 830, 837–38 (Tex. 2020). Nevertheless, “the court has no discretion
to ‘contradict the jury’s findings on any issues submitted to it.’” Columbia, 654 S.W.3d at 143
(quoting Regent Care, 610 S.W.3d at 837–38).
We first explain how the trial court calculated the remand judgment, concluding that the
trial court did not abuse its discretion in determining which categories of damages, fees, and costs
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should be included in the lump sum. We then address Dr. Virlar and Gonzaba’s arguments
regarding the individual components of the lump sum, concluding the lump sum allocation was
excessive but can be cured by remittitur.
A. How the trial court calculated the remand judgment
The trial court began with the jury’s award of $14,285,505.86 total, composed of:
• $133,202 for loss of past earnings;
• $888,420 for loss of future earning capacity; and
• $13,262,874.86 for future medical expenses.
The trial court then applied several adjustments to these amounts. First, it applied the voluntary
remittitur of $8,000 from the first appeal to adjust the award for loss of future earning capacity to
$880,429. Next, it calculated the pre-judgment interest of 5% on the award for loss of past earnings,
adding $9,415.38 to this award. Then, the court followed the Texas Supreme Court’s instruction
and applied a dollar-for-dollar credit for Puente’s daughter C.P.’s $3.3 million dollar settlement.
Virlar, 664 S.W.3d at 60–61. The court also applied a separate $200,000 dollar credit for Puente’s
settlement with Dr. Patel and his associated defendants. In doing so, the trial court correctly applied
these settlement credits first to the past damages and pre-judgment interest, bringing that portion
of the award to $0. See Regent Care, 610 S.W.3d at 834 (citing Battaglia v. Alexander, 177 S.W.3d
893, 908 (Tex. 2005)). The trial court then applied the remaining settlement credit balance to the
jury’s awards for loss of future earning capacity and future medical expenses pro rata, reducing
lost-earning-capacity damages to $671,415.15, and future medical expenses to $10,115,506.09,
for a final judgment totaling $10,786,921.24.
Then, in accordance with the Texas Supreme Court’s opinion, the trial court divided the
$10,786,921.24 total judgment between a lump sum payment and periodic payments for the
remaining future medical expenses. The trial court first determined the lump sum should be
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composed of the damages for lost future earning capacity, interim medical costs for a little over
thirteen months from the date of the original judgment, and litigation expenses and costs. The trial
court then attempted to determine Puente’s attorney’s fees to ensure that they could be satisfied
from the lump sum award. See Virlar, 664 S.W.3d at 64; TEX. CIV. PRAC. & REM. CODE § 74.507;
Columbia, 654 S.W.3d at 144 n.8 (noting obligation to pay attorney’s fees is “one kind of evidence
that the court should consider on remand when determining how much of the total award should
be paid as a lump sum.”). 5 After accounting for that portion of the future payments that would be
moved to the lump sum award to facilitate Puente’s payment of attorney’s fees, the trial court
allocated $5,880,549.50 total as the lump sum, scheduling out the remaining $4,906,371.74 in
future medical expenses as periodic payments for every year of Puente’s projected life expectancy
based on the trial evidence, from 2019 to 2048.
Allocation of these categories of damages, fees, and costs into the lump sum accords with
both the jury’s findings and the Texas Supreme Court’s instruction that the trial court could
consider Puente’s request that “costs, attorney’s fees, and other expenditures to be incurred soon
after trial be payable immediately.” Virlar, 664 S.W.3d at 64; see Columbia, 654 S.W.3d at 143;
Regent Care, 610 S.W.3d at 837–38. Therefore, the trial court did not abuse its discretion by
allocating these categories in the lump sum. See Virlar, 664 S.W.3d at 64. But, we must still
address each component separately to determine if the appropriate measure of damages was used
within each category.
Before we do so, though, we must recognize an error in the trial court’s calculations. There
are four categories of damages included in the trial court’s lump sum award: (1) lost future earning
5
The remand judgment explains that the $5,880,549.50 lump sum total includes: (1) the damages for loss of future
earning capacity; (2) the interim medical costs between the date of the original judgment (November 28, 2017) and
January of 2019; (3) litigation expenses and costs; and (4) attorney’s fees.
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capacity, (2) interim medical expenses; (3) litigation costs; and (4) attorney’s fees. While the trial
court gave exact dollar figures for lost earning capacity damages and attorney’s fees included in
the lump sum, it did not set forth the dollar amounts for litigation expenses and costs or interim
medical costs. We therefore abated the appeal and remanded the case to the trial court for those
additional findings. See TEX. R. APP. P. 44.4(a). A supplemental clerk’s record was later filed and,
from such, we can now determine from the record that the trial court allocated the following sums
as the components of its lump sum award:
(1) $671,415.15 in damages for loss of future earning capacity;
(2) $493,559.00 in interim medical costs;
(3) $337,367.00 in litigation expenses and costs; and
(4) $4,314,768.50 in attorney’s fees.
However, these four components add up to $5,817,109.65, which is $63,439.85 less than the total
lump sum amount of $5,880,549.50 allocated by the trial court. Appellee, in her supplemental
brief, offers a remittitur for that amount, recognizing the discrepancy. Likewise, we do not find
any justification or record support for this discrepancy. We consider the discrepancy, along with
our review of the individual components of the lump sum award, below.
B. The individual components of the lump sum
1. Interim Medical Expenses
First, Dr. Virlar and Gonzaba argue the remand judgment included an excessive amount in
the lump sum for Puente’s interim medical expenses. 6 The portion of the lump sum for Puente’s
interim medical expenses covers the medical costs between the date of the original judgment and
the date the periodic payment plan began to cover the future medical care expenses, i.e. between
November 28, 2017 and January 1, 2019. The supplemental findings indicate the trial court
allocated $493,559.00 for these interim medical costs.
6
Appellants do not challenge the amount in the lump sum for lost future earning capacity.
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We can infer the trial court reached this dollar amount by applying the calculations of
Puente’s medical expenses from Puente’s expert Dr. Fairchild’s report—a report the Texas
Supreme Court specifically referred to as evidence that could be relied on to calculate and render
judgment on remand, and which the trial court consistently referenced in its remand judgment and
amended findings. See Virlar, 664 S.W.3d at 65. This comports with the manner in which the trial
court calculated the first two future periodic payments for medical expenses in 2019 and 2020,
using 100% of the amounts Dr. Fairchild projected for Puente’s medical expenses in those years
as well. Dr. Fairchild estimated the following projected medical costs for 2017 and 2018:
Year Annual Costs Present Value of Annual Costs
2017 $106,853 $106,853
2018 $386,706 $380,691
We can further infer the trial court reached $493,559 total for the interim medical expenses
by adding the costs for 2017 7 and the undiscounted costs for 2018 ($106,853 + $386,706 =
$493,559). However, because these interim medical expenses were allocated into the lump sum,
they are due and payable immediately and should therefore be reduced to present value. See, e.g.,
Rangel v. Robinson, No. 01-05-00318-CV, 2007 WL 625042, at *2 (Tex. App.—Houston [1st
Dist.] Mar. 1, 2007, pet. denied) (stating lump sum awards for future damages in personal injury
cases must be based on present value); Morrell v. Finke, 184 S.W.3d 257, 289 (Tex. App.—Fort
Worth 2005, pet. denied) (applying present value requirement to future medical expenses in
medical malpractice suit).
7
Because the original judgment was signed on November 28, 2017, the present value of the projected costs for the
remainder of 2017 is identical to the undiscounted costs for that period in Dr. Fairchild’s report.
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Therefore, the trial court erred by using the undiscounted $386,706 figure as the 2018
medical costs. Instead, the trial court should have applied the discounted $380,691 present value
for the 2018 costs and only allocated $487,544 in total interim medical costs in the lump sum
($106,853 + $380,691 = $487,544). Thus the trial court’s allocation of $493,559 for the interim
medical costs was excessive by $6,015 ($493,559 - $487,544 = $6,015). 8
Nevertheless, Dr. Virlar and Gonzaba further assert that only 82.62% of the $487,544 in
interim medical expenses should be allocated for the time period of November of 2017 to January
of 2019, for a total of $402,807.20. Their rationale is based on the fact that the jury’s total award
of future medical expenses totaled 82.62% of the total future medical expenses supported by Dr.
Fairchild’s report and testimony. 9 But appellants’ argument assumes the jury intended to reduce
each year’s medical expenses, including 2017 and 2018, by the exact same percentage, a
contention which is not supported by the record. The jury only awarded a single total amount for
all future medical expenses. It did not itemize that total by year. Therefore, the record does not
show that allocating the full $487,544 in interim medical expenses contradicts the jury’s verdict.
See Columbia, 654 S.W.3d at 143. Accordingly, with regard to the calculation of interim medical
expenses, we find the trial court erred by not discounting the 2018 costs to present value, but we
otherwise find no abuse of discretion.
8
As explained further infra, we believe the error can be cured by remittitur, since allocation of $487,544 for the
interim medical expenses would not constitute an abuse of discretion as it comports with the jury’s award and is
supported by sufficient record evidence. See Cincinnati Ins. Co. v. Villanueva, No. 04-20-00389-CV, 2022 WL
608962, at *7 (Tex. App.—San Antonio Mar. 2, 2022, pet. denied) (“The trier of fact is qualified to make a discount
calculation” based on present value.). Indeed, allocation of $487,544 for the interim medical expenses would be well
within the trial court’s considerable discretion in determining when and how the jury’s award is paid and how it is
split between the lump sum and the periodic payments. See Regent Care, 610 S.W.3d at 837; Virlar, 664 S.W.3d at
65; Columbia, 654 S.W.3d at 143.
9
Though the present value total of future medical expenses in Dr. Fairchild’s report was $16,054,977, the jury awarded
a present value total of $13,262,874.86.
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2. Attorney’s Fees and Litigation Expenses and Costs
Next, Dr. Virlar and Gonzaba assert the trial court erred in calculating the amount of
attorney’s fees and litigation expenses and costs incurred by Puente that should be paid in
satisfaction of the lump sum award. They contend that (a) the amount of fees front-loaded in the
lump sum payment should be calculated only on the amount of future medical expenses to be paid
in future periodic payments, (b) no fees should be included that are calculated based on the portions
of future medical expenses that would have been due after the date of Puente’s death, or March
30, 2020, and (c) the evidence is not sufficient to support the trial court’s calculation of litigation
expenses to be included in the lump sum payment.
a. Attorney’s Fees
We note that this is not a situation where the trial court made a separate award of attorney’s
fees or of litigation expenses beyond the amounts awarded by the jury as damages. Instead, the
trial court simply sought to ensure that the lump sum award was sufficient to enable appellee’s
payment of her attorney’s fees up front, rather than requiring her attorneys to seek recovery from
each and every future periodic payment as they became due. See TEX. CIV. PRAC. & REM. CODE §
74.507; Columbia Valley Healthcare Sys., L.P. v. A.M.A. by & through Ramirez, 654 S.W.3d 135,
144 n.8 (Tex. 2022) (“[T]ort plaintiffs typically must pay their own attorney’s fees from the
award.”). The Texas Supreme Court has recognized that Section 74.507 “confirms the expectation
that [attorney’s fees] will be paid at the outset.” Columbia, 654 S.W.3d at 144 n.8 (citing TEX. CIV.
PRAC. & REM. CODE § 74.507).
The trial court, following the Texas Supreme Court’s directions in Virlar I, ended up with
two sums: (1) a sum to be paid up front for costs that would be incurred before or soon after the
judgment (interim medical expenses and lost future earning capacity); and (2) a sum to be paid out
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in future periodic payments. The next step was to ensure that the lump sum was sufficient to enable
appellee to satisfy her obligation to pay attorney’s fees based on her recovery. That involved
calculating the amount owed by appellee to her attorney, based on her 40% contingency fee
agreement, and moving that sum from future periodic payments into the lump sum award.
In doing so, the trial court erred by calculating 40% of the total judgment and moving that
entire sum from what would otherwise be paid out in the future into the lump sum award to be
paid up front. But, appellee would already be able to pay for 40% of interim medical expenses and
lost future earning capacity (the sums already included in the lump sum award) from the original
lump sum amount. The only additional consideration should have been that amount of attorney’s
fees attributable to future periodic payments, i.e. 40% of such future payments, so that the lump
sum award included the entire contingency fee owed by appellee. See Columbia, 654 S.W.3d at
144 n.8.
The trial court divided the damages into a lump sum payment (including interim medical
costs and lost earning capacity) with the remainder being future medical payments. Based on
Puente’s counsel’s affidavit testimony that the attorney’s fees in this case are 40% “of the gross
amount recovered,” the trial court should have calculated the amount of fees to be moved from the
future medical payments to the lump sum based on 40% of $9,627,962.09, 10 or $3,851,184.84.
However, the trial court calculated, instead, 40% of the total judgment of $10,786,921.24, arriving
at attorney’s fees of $4,314,768.50 to be reallocated. This resulted in the attorney’s fees portion of
the lump sum payment being excessive by $463,583.66. As explained below, though, we believe
the error can be cured by remittitur.
10
Total judgment of $10,786,921.24 minus lost earning capacity of $671,415.15 and interim medical expenses of
$487,544 equals $9,627,962.09 in future medical payments.
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Dr. Virlar and Gonzaba further assert the attorney’s fees included in the lump sum amount
should be reduced because no attorney’s fees should be assessed on future medical expenses that
will never become due after Puente’s death. 11 But we find no support for this proposition. First,
the trial court here was charged with entering the judgment that should have been entered after the
trial, long before Puente died. See Phillips v. Bramlett, 407 S.W.3d 229, 243 (Tex. 2019) (when
trial court was not required to consider new evidence to enter remand judgment, the remand
judgment is the judgment that should have been entered originally); see also TEX. R. CIV. P. 156.
Further, the Texas Supreme Court recognized in Columbia that nothing in section 74.507 indicates
that the legislature intended for a defendant to be able to take advantage of a plaintiff’s untimely
death by not only avoiding future medical expense payments but by reducing the amount of
attorney’s fees to be recovered. 654 S.W.3d at 144 n.8 (citing TEX. CIV. PRAC. & REM. CODE §
74.507). Had the proper judgment been rendered after trial and before Puente died, there would be
no reason for the trial court at that time to consider whether Puente would receive the periodic
payments or whether they would be, at some unknown point, terminated upon her death.
Thus, as set forth above, we hold the trial court should have calculated the amount of
attorney’s fees to be moved from future periodic payments to the lump sum award as 40% of the
amount of damages not initially included in the lump sum, or 40% of $9,627,962.09. While this is
$463,583.66 less than calculated by the trial court, we believe the error in this regard can be cured
by remittitur, see infra.
11
As discussed further infra, the trial court ensured the remand judgment clearly stated that future periodic payments
falling due on or after the death of Jo Ann Puente terminate on the date of her death and that, following such event,
the portion of any security given for such payments reverts to the defendants. See TEX. CIV. PRAC. & REM. CODE §
74.505(c) (requiring that, upon termination of periodic payments, “the court shall order the return of the security, or
as much as remains, to the defendant”) and § 74.506(b) (stating periodic payments terminate on the death of the
recipient).
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b. Litigation Expenses and Costs
Dr. Virlar and Gonzaba also assert the trial court erred in calculating the amount of
litigation expenses and costs when setting the lump sum amount of the judgment, contending the
evidence was insufficient. Litigation expenses and costs may be included in the lump sum. See
Virlar, 664 S.W.3d at 64 (citing Regent Care, 610 S.W.3d at 838; Columbia, 654 S.W.3d at 143–
44). Even though the appropriate standard of review is abuse of discretion, we may nevertheless
review the litigation expenses and costs amount for sufficiency of the evidence. In re Estate of
Vrana, 335 S.W.3d 322, 329 (Tex. App.—San Antonio 2010, pet. denied). 12
Testimony by affidavit can suffice to support an award of litigation expenses and costs. See
Bright & Co. v. Holbein Family Mineral Tr., 995 S.W.2d 742, 748 (Tex. App.—San Antonio 1999,
pet. denied) (holding in part that testimony of plaintiff’s attorney that costs and expenses were
reasonable and necessary was legally and factually sufficient without any additional evidence to
support award); Cleveland v. Taylor, 397 S.W.3d 683, 701 (Tex. App.—Houston [1st Dist.] 2012,
pet. denied) (affidavit of plaintiff’s attorney sufficed to show costs awarded were reasonable and
necessary).
Here, the amended findings for the trial court’s remand judgment merely state that the
amount in the lump sum for litigation expenses and costs is “over $200,000 to repay a pro rata
portion of $310,000 loan from Jo Ann Puente’s daughter’s settlement for litigation expenses, plus
additional litigation expenses of Jo Ann Puente exceeding $100,000.” On our limited remand, the
trial court set out in its supplemental findings the exact dollar amount of these litigation expenses:
12
This “hybrid analysis” requires a “two-pronged inquiry:” we ask first whether the trial court had sufficient
information upon which to exercise discretion and, if so, we next ask whether the trial court erred in the application
of its discretion. Id. (citing Cordova v. Sw. Bell Yellow Pages, Inc., 148 S.W.3d 441, 446 (Tex. App.—El Paso 2004,
no pet.).
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$337,367. As set forth below, we conclude sufficient evidence supports the trial court’s allocation
of $337,367 in litigation expenses and the trial court did not abuse its discretion.
At the friendly suit hearing in July of 2015, in which the trial court approved Puente’s
daughter C.P.’s $3.3 million settlement with Metropolitan Methodist Hospital, and then two years
later at a hearing on the motion for judgment on the verdict, Puente’s counsel confirmed that they
had incurred $310,000 of litigation expenses prior to the settlement of C.P.’s claims and another
$100,000 of additional litigation expenses thereafter. We find no controverting evidence disputing
the amounts of expenses and costs to which Puente’s counsel testified. Therefore, this evidence
suffices to support $410,000 in litigation expenses were incurred by counsel for Puente and C.P.
See Holbein, 995 S.W.2d at 748; Cleveland, 397 S.W.3d at 701.
The trial court on remand reduced the pre-settlement expenses of $310,000 using a pro rata
calculation. The trial court’s supplemental findings simply set forth the amount of $337,367 for
the allocated litigation expenses and costs after that reduction. It is nevertheless clear from the
amended findings and the supplemental record that the trial court’s pro rata calculation was based
on the percentage of the combined recovery of Puente and C.P. that Puente individually recovered.
Because Puente’s total recovery was $10,786,921.24, and her daughter C.P.’s settlement recovery
was $3,304,000, Puente’s recovery was 76.57% of the combined recovery. Likewise, 76.57% of
$310,000 is $237,367, which the trial court used as Puente’s pro rata portion of the $310,000 in
pre-settlement litigation costs. Add to that the additional $100,000 in litigation expenses supported
by the record and you arrive at the trial court’s finding of $337,367.
We conclude the trial court had sufficient information upon which to exercise its discretion
and did not act arbitrarily or unreasonably when it used its pro rata calculation to reduce the
litigation expenses and costs. See Vrana, 335 S.W.3d at 329. We overrule this issue.
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III. The trial court did not erroneously award recovery for future medical expenses after
the date of Puente’s death.
Dr. Virlar and Gonzaba argue the trial court’s judgment on remand improperly requires
periodic payments for future medical expenses projected to be incurred after Puente’s death.
“Periodic payments, other than future loss of earnings, terminate on the death of the recipient.”
TEX. CIV. PRAC. & REM. CODE § 74.506(b). “On termination of periodic payments of future
damages, the court shall order the return of the security, or as much as remains, to the defendant.”
Id. § 74.505(c). Here, the trial court’s remand judgment calculated periodic payments for every
year of Puente’s projected life expectancy based on the trial evidence, from 2019 to 2048.
Dr. Virlar and Gonzaba argue this was error. But, the language of the judgment on remand
explicitly ordered that, “pursuant to Chapter 74, Section 74.506 of the Texas Civil Practice and
Remedies Code, [] any future periodic payments falling due on or after the death of Jo Ann Puente
‘terminate on the death of the recipient,’ and following the termination of any such payment
‘specified in the judgment for periodic payments, any obligation of the defendant physician or
health care provider to make’ such payment ends and the portion of any security given for such
payments that terminate ‘reverts to the defendant’ upon such termination.” Thus, the remand
judgment does not require Dr. Virlar and Gonzaba to pay or secure any of the periodic payments
that would have been due after the date of Puente’s death had she not passed away.
Dr. Virlar and Gonzaba nevertheless argue the remand judgment’s recitation of periodic
payments for every year of Puente’s projected life expectancy constituted an abuse of discretion
because it exceeded the trial court’s authority on remand. But the Texas Supreme Court gave the
trial court the authority to render the remand judgment this way. The Court explained:
The trial court’s failure to award any periodic payments was error, and we reverse
the portion of the judgment awarding all of the damages for future medical expenses
in a lump sum. Given that Puente died during the pendency of this appeal, the trial
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court should determine on remand how much of the award of future medical
expenses she should have received in a lump sum and how much she was projected
to incur periodically between the time of trial and her death. Puente’s estate is
entitled to recover those amounts. Subchapter K provides that periodic payments of
future medical expenses “terminate on the death of the recipient,” [TEX. CIV. PRAC.
& REM. CODE] § 74.506(b), so the court should not order petitioners to pay damages
for any future medical expenses Puente was projected to incur after the date of her
death.
Virlar, 664 S.W.3d at 65 (emphasis added). Because the statute and the remand judgment explicitly
state that Puente’s estate representative shall not recover damages for any future medical expenses
Puente was projected to incur after the date of her death, the trial court did not exceed its authority
or otherwise abuse its discretion by showing its work and calculating periodic payments for every
year of Puente’s projected life expectancy, as instructed by the Texas Supreme Court. Dr. Virlar
and Gonzaba’s third issue is overruled.
Finally, Dr. Virlar and Gonzaba contend the periodic payment award for 2020 should be
reduced because Puente died on March 30, 2020 and was therefore only alive for 24.6% of that
year. We find no authority for this position. Texas Civil Practice & Remedies Code section
74.506(b) specifically says that future payments “falling due on or after the death” of the recipient
must terminate. TEX. CIV. PRAC. & REM. CODE § 74.506(b) (emphasis added). We will not set the
precedent that a court would have to, in its judgment, state that any payment already made would
have to be refunded pro rata in the event of a recipient’s death after it was paid but before the next
payment came due. Therefore, the trial court’s award for all of the 2020 periodic payment due on
December 31, 2019 does not violate the periodic-payments statute. See id.
IV. The trial court rendered judgment consistent with the jury’s verdict.
Dr. Virlar and Gonzaba further argue the trial court awarded excessive future medical
expenses that are inconsistent with the jury’s verdict. Subchapter K of the TMLA “affords
considerable discretion to the trial court in structuring periodic-payment awards.” Virlar, 664
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S.W.3d at 65 (quoting Columbia, 654 S.W.3d at 143). However, the statute “gives the trial court
no discretion to craft its own award of damages inconsistent with the jury’s verdict.” Columbia,
654 S.W.3d at 141 (quoting Regent Care, 610 S.W.3d at 838); see Virlar, 664 S.W.3d at 63 n.5
(“The trial court is merely being asked to structure payment of the damages in a manner that must
not be inconsistent with the jury verdict.”).
The remand judgment listed three categories of future medical expenses: (1) the interim
medical expenses from between the date the original judgment was rendered and the date the
periodic payment plan began to cover the future medical care expenses, i.e. between November
28, 2017 and January 1, 2019 (these were part of the lump sum award); (2) the periodic payments
due on December 31, 2018 for the calendar year 2019 and the periodic payments due on December
31, 2019 for the calendar year 2020; and (3) the periodic payments beginning on December 31,
2020.
As set forth above, the remand judgment does not require Dr. Virlar or Gonzaba to make
any periodic payment that came due after Puente’s death. This leaves the first two categories: the
amounts for the interim medical expenses and for the periodic payments for 2019 and 2020. Dr.
Virlar and Gonzaba contend the trial court’s amounts for these two categories of future medical
expenses are inconsistent with the jury’s verdict for two reasons: (1) these future medical expenses
should have been reduced in the trial court’s remand judgment because the jury awarded only
82.62% of the total future medical expenses from Dr. Fairchild’s report; (2) these expenses should
have been based on the present value from Dr. Fairchild’s report rather than the undiscounted
costs.
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A. The trial court’s determination that the periodic payments for 2019 and 2020
should be 100% of the future medical expenses for those years as calculated in Dr.
Fairchild’s report did not contradict the jury’s verdict. 13
Dr. Virlar and Gonzaba assert the trial court’s periodic payments for 2019 and 2020 were
inconsistent with the jury’s verdict because the trial court failed to reduce the future damages
projected by Puente’s expert Dr. Fairchild based on the jury’s award. They argue, as they did above
with regard to interim medical expenses, that because the jury only awarded 82.62% of the total
future medical expenses to which Dr. Fairchild testified, each category of future medical expenses
should be reduced by 82.62% in the trial court’s judgment. But, as we discussed above, appellants’
argument assumes the jury intended to reduce each year’s medical expenses by the exact same
percentage, a contention which is not supported by the record. Therefore, the record does not show
that allocating the full amount of medical expenses from Dr. Fairchild’s report in the early years
contradicts the jury’s verdict. We note that the overall future medical expenses included in the
judgment and to be paid either as part of the lump sum or in future periodic payments reflect the
full amount awarded by the jury and no more. See Virlar, 664 S.W.3d at 65 (recognizing the
considerable discretion of the trial court in structuring period-payment awards); Columbia Valley
Healthcare Sys., L.P. v. A.M.A. ex rel. Ramirez, 654 S.W.3d 135, 143 (Tex. 2022) (same); TEX.
CIV. PRAC. & REM. CODE § 74.503.
B. The periodic payments for 2019 and 2020 should not be reduced to present value.
Dr. Virlar and Gonzaba next argue the awards for interim medical expenses and periodic
payments for 2019 and 2020 should have been based on the present value of these expenses from
Dr. Fairchild’s report rather than the undiscounted costs. As discussed further infra, we agree the
13
We have ruled, above, that the trial court did not err in calculating the interim medical expenses included in the
lump sum award based on 100% of Fairchild’s report for those years.
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trial court should have awarded, as part of the lump sum, interim medical expenses based on the
discounted present value of these expenses from Dr. Fairchild’s report, and we suggest remittitur
to remedy the trial court’s use of the undiscounted value of these expenses.
But the periodic payments for 2019 and 2020 are not part of the lump sum award.
Consequently, these awards should not be reduced to present value, as they were not due on the
date of the original judgment. Instead, they were due on December 31, 2018 and December 2019
respectively, as part of the periodic payment plan. The Texas Supreme Court specifically instructed
that the trial court should rely on the “undiscounted” projections of future medical expenses from
Dr. Fairchild’s report—not the present value—“in determining the dollar amount, timing, and
number of the periodic payments that would compensate Puente for her future damages.” Virlar,
664 S.W.3d at 65. This accords with section 74.501, which states the periodic payments are for
“future damages,” referring to those damages “that are incurred after the date of judgment.” TEX.
CIV. PRAC. & REM. CODE § 74.501. 14 Therefore, the trial court correctly included periodic
payments for 2019 and 2020 based on the undiscounted costs from Dr. Fairchild’s report, in
accordance with the jury’s verdict.
We hold, based on this reasoning, the trial court did not contradict the jury’s verdict, violate
the Texas Supreme Court’s instructions, or otherwise abuse its discretion by awarding periodic
payments due before Puente’s death. See Virlar, 664 S.W.3d at 65. We overrule Dr. Virlar and
Gonzaba’s fourth issue.
14
In contrast, since attorney’s fees for periodic payments are due “at the outset” in a lump sum, these fees are based
on the present value of the periodic payments. Columbia, 654 S.W.3d at 144 n.8; see TEX. CIV. PRAC. & REM. CODE
§ 74.507.
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V. The trial court did not err by awarding postjudgment interest as of the date of the
original judgment.
Finally, Dr. Virlar and Gonzaba argue the trial court erred by awarding postjudgment
interest as of the date of the original judgment rather than the date of the judgment on remand. We
disagree.
When an appellate court remands a case for the trial court to enter judgment in accordance
with its opinion, and the trial court is “not required to admit or consider any additional evidence
before entering its remand judgment, . . . the date the trial court entered the original judgment is
the ‘date the judgment is rendered,’ and postjudgment interest began to accrue and must be
calculated as of that date.” Phillips v. Bramlett, 407 S.W.3d 229, 243 (Tex. 2013) (quoting TEX.
FIN. CODE § 304.005(a)); see id. (affirming court of appeals’ holding that “trial court erred in
calculating postjudgment interest based on the date of the remand judgment rather than the date of
the original judgment.”). In contrast, if the trial court on remand must reopen the record and hear
new evidence to render judgment, “postjudgment interest accrue[s] from the final judgment date
rather than the original, erroneous judgment.” Long v. Castle Tex. Prod. Ltd. P’ship, 426 S.W.3d
73, 76 (Tex. 2014).
Here, the Texas Supreme Court did not remand for a new trial. See Phillips, 407 S.W.3d at
240, 243. Instead, it affirmed in part, and reversed and remanded in part only for the trial court to
apply the settlement credit required under Chapter 33 and structure periodic payments for at least
some of the future damages, as the trial court should have done in its original judgment, and
thereby “form a proper judgment on these issues of damages.” Virlar, 664 S.W.3d at 66. Indeed,
the Texas Supreme Court specifically stated in a footnote: “Here, the jury made the determination
of liability and damages. The trial court is merely being asked to structure payment of the damages
in a manner that must not be inconsistent with the jury verdict.” Id. at 65, n.5. The Texas Supreme
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Court further noted that the trial court already had the evidence needed to calculate and render its
judgment on remand, stating “the trial court was presented with sufficient evidence here” to order
periodic payments under section 74.503, since the trial court “had the life care plan of Dr. Keith
Fairchild, Puente’s expert at trial, which presented projected future costs for Puente’s medical
expenses each year over her 31-year life expectancy” and “also presented the present value of each
year’s costs[.]” Id. at 65. The Texas Supreme Court stated: “The trial court reasonably could have
relied on the report’s undiscounted projections of future costs in determining the dollar amount,
timing, and number of the periodic payments that would compensate Puente for her future
damages.” Id.
Thus, as in Phillips, the trial court here was not “required to conduct a new trial or other
evidentiary proceeding before entering the remand judgment.” 407 S.W.3d at 243. Instead, the
Texas Supreme Court’s judgment remanding this case “was an instruction to enter the judgment
which the trial court should have entered” when it entered its original judgment. Id. at 241 (quoting
Nederlandsch–Amerikaansche–Stoomvaart–Maatschappij; Holland–Am. Line v. Vassallo, 365
S.W.2d 650, 656 (Tex. Civ. App.—Houston 1963, writ ref’d n.r.e.)). For that reason, postjudgment
interest accrues from the date of that original judgment. See id.; Long, 426 S.W.3d at 81 (“If the
trial court possessed a sufficient record to render a correct judgment, the Finance Code and the
rules of procedure allow postjudgment interest to accrue from the original judgment date.”).
Dr. Virlar and Gonzaba counter that new evidence was necessary on remand to account for
Puente’s death. But the Texas Supreme Court noted in its opinion both that Puente had already
passed away while the previous appeal was pending and that the trial court already had the
evidence needed to calculate and render its judgment on remand. Virlar, 664 S.W.3d at 58, 65.
The trial court followed the Texas Supreme Court’s instructions by using only the trial evidence
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to recalculate the damages. Its remand judgment, further, stated the judgment “is the court’s
original judgment corrected upon remand to conform to the Supreme Court’s instructions based
upon the evidentiary record before this court on November 28, 2017,” i.e. the date of the original
judgment. Finally, while the remand judgment ordered “any future periodic payments falling due
on or after the death of Jo Ann Puente ‘terminate on the death of the recipient,’” it did not need to
set forth her specific date of death to make that term of the judgment effective. Such a provision
would be effective even if Puente had not yet died. Thus, the trial court ordered that any obligation
to pay periodic payments ends upon Puente’s death, without incorporating any new evidence.
Dr. Virlar and Gonzaba argue that Long applies, not just in cases where additional evidence
is required and taken, but where the trial court is required to perform additional deliberations. 426
S.W.3d at 76. They refer to the complexity of the decisions made by the trial court on remand and
the discretion required in making those decisions. Ultimately, they contend that because the trial
court’s task on remand was much more than ministerial, the new judgment called for a new date
of postjudgment interest accrual. But, even where the trial court is called upon to make additional
fact findings based on the evidence previously presented, which calls for additional argument of
counsel and deliberation by the trial court, postjudgment interest accrues from the original
judgment instead of the new one. Phillips, 407 S.W.3d at 240–41 (citing D.C. Hall Transp., Inc.
v. Hard, 355 S.W.2d 257, 258 (Tex. Civ. App.—Fort Worth 1962), writ ref’d n.r.e., 163 Tex. 504,
358 S.W.2d 117 (1962) (per curiam)). Thus, we find no basis for appellants’ position and have
found no cases in support of it.
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Dr. Virlar and Gonzaba’s fifth issue is overruled. 15 16
VI. The error in the lump sum total can be cured by remittitur
In summary, we have determined the trial court erred by allocating an excessive amount
for the lump sum total, specifically miscalculating the interim medical costs and the attorney’s
fees. However, “[a] court of appeals may exercise its authority to suggest a remittitur when there
is insufficient evidence to support the full amount of an award, but sufficient evidence to support
a lesser award.” Advanced Tech. Transfer & Intellectual Prop. Group LLC v. Krenek, 627 S.W.3d
540, 547 (Tex. App.—Houston [14th Dist.] 2021, no pet.) (citing Tex. R. App. P. 46.3). Because
we have concluded the evidence supports a specific lesser amount for the lump sum award and we
find no other reversible errors in the remand judgment, we suggest a remittitur.
15
In their sixth issue, Dr. Virlar and Gonzaba argue that several of the trial court’s amended findings are supported
by factually insufficient evidence, reiterating their previous arguments that the trial court awarded an excessive lump
sum recovery including excessive attorney’s fees and excessive litigation expenses and costs, awarded excessive
periodic payments for 2019 and 2020, and improperly awarded periodic payments due after Puente’s death. When we
previously addressed these arguments, above, we referenced the remand judgment and the amended findings and held
the trial court’s damages awards were both supported by the trial evidence including Dr Fairchild’s report and accorded
with the Texas Supreme Court’s instructions and relevant law. Because we have already rejected these arguments, we
cannot conclude the evidence is factually insufficient to support the trial court’s amended findings regarding these
awards. See Pool v. Ford Motor Co., 715 S.W.2d 629, 635 (Tex. 1986) (“We will set aside a factual finding only if it
is so contrary to the overwhelming weight of the evidence as to be clearly wrong and unjust.”); TEX. R. APP. P. 47.1.
The only new argument that Dr. Virlar and Gonzaba raise in their sixth issue is that the trial court’s amended findings
are supported by factually insufficient evidence because the trial court failed to explain how it reached the division
between the lump sum and periodic payment awards. See TEX. R. APP. P. 47.1. But as discussed supra, the trial court
did explain its allocation of certain categories into the lump sum. Furthermore, we conclude the trial court’s factual
findings underlying this allocation are supported by factually sufficient evidence, See Pool v. Ford Motor Co., 715
S.W.2d 629, 635 (Tex. 1986) (“We will set aside a factual finding only if it is so contrary to the overwhelming weight
of the evidence as to be clearly wrong and unjust.”).
16
In their final issue on appeal, Dr. Virlar and Gonzaba argue the trial court abused its discretion by taking judicial
notice of facts regarding Dr. Virlar’s medical license that occurred several years after the original judgment was
rendered, including that Dr. Virlar was convicted of health care fraud and lost his medical license in 2023. When
evidence is improperly judicially noticed in a civil case, we disregard that evidence in our analysis. Guyton v. Monteau,
332 S.W.3d 687, 693 (Tex. App.—Houston [14th Dist.] 2011, no pet.) (“When evidence is the subject of improper
judicial notice, it amounts to no evidence”); Davis v. State, 293 S.W.3d 794, 799 (Tex. App.—Waco 2009, no pet.).
We will not reverse a trial court’s judgment based on an error of judicial notice unless the error probably caused the
rendition of an improper judgment. See TEX. R. APP. P. 44.1(a); In re Estate of Downing, 461 S.W.3d 231, 240 (Tex.
App.—El Paso 2015, no pet.). Here, the trial court took notice of these facts about Dr. Virlar’s medical license after
it rendered its judgment on remand. Dr. Virlar and Gonzaba do not allege these facts had any impact on the trial court’s
remand judgment and amended findings. In our analysis of all issues on appeal, we disregarded these facts, which are
irrelevant to the propriety of the trial court’s remand judgment. See Guyton, 332 S.W.3d at 693.
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We conclude the evidence supports the following lump sum component amounts:
(1) $671,415.15 in damages for loss of future earning capacity;
(2) $487,544 in interim medical costs (rather than the trial court’s amount of $493,559);
(3) $337,367.00 in litigation expenses and costs; and
(4) $3,851,184.84 in attorney’s fees (rather than the trial court’s amount of $4,314,768.50).
These components total $5,347,510.99, which is $533,038.51 less than the trial court’s lump sum
total of $5,880,449.50. This difference accounts for the $63,439.85 discrepancy between the
numbers included in the trial court’s supplemental findings and the total lump sum award, the
$6,015 discrepancy in interim medical expenses, and the $463,583.66 discrepancy in attorney’s
fees. In her initial brief, Puente’s estate representative offers a remittitur of $369,372.91, but in her
supplemental brief, she offers a remittitur of only $63,439.85. Because we have determined that
neither of these voluntary remittitur amounts is “sufficient to cure the reversible error, but that
remittitur is appropriate,” we “must suggest a remittitur [of $533,038.51] in accordance with Rule
46.3.” TEX. R. APP. P. 46.5.
CONCLUSION
Because the lump sum total in the remand judgment was excessive by $533,038.51, and
we find no additional reversible error, we suggest a remittitur of $533,038.51. If appellee, within
twenty days of the date of this opinion, files a remittitur in this Court in the amount of $533,038.51,
we will modify the judgment in accordance with this opinion and affirm the judgment as
modified. 17 See Critical Path Res., Inc. v. Cuevas, 561 S.W.3d 523, 535 (Tex. App.—Houston
[14th Dist.] 2018), supplemented, 582 S.W.3d 348 (Tex. App.—Houston [14th Dist.] 2018, no
17
We recognize that modifying the judgment to reduce the lump sum total would necessarily increase the amount of
the jury’s award that would be left over for the periodic payments. But since the trial court already allocated 100% of
Dr. Fairchild’s expenses for the 2019 and 2020 periodic payments, and Puente died in 2020, reducing the lump sum
total would merely increase the amount of the jury’s award left for the periodic payments for 2021 through 2048. The
obligation to pay those periodic payments beginning in 2021 “terminate[d] on the death of the recipient.” TEX. CIV.
PRAC. & REM. CODE § 74.506(b). It would therefore be unnecessary to further modify the judgment to increase the
amounts for those periodic payments beginning in 2021.
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pet.). Otherwise, the trial court’s judgment will be reversed and remanded to the trial court for
entry of a proper judgment consistent with this opinion. See TEX. R. APP. P. 46.3; THB
Construction, LLC v. Holt Texas, Ltd., No. 05-20-00020-CV, 2022 WL 123105, at *7 (Tex.
App.—Dallas Jan. 13, 2022), judgm’t set aside, op. not vacated, 2022 WL 336559 (Tex. App.—
Dallas Feb. 4, 2022, no pet.) (mem. op.).
Lori Massey Brissette, Justice
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