No. 05-02-01683-CV

In the Court of Appeals

Fifth District of Texas at Dallas

 

UDO BIRNBAUM

Defendant, Counter-claimant, Third Party Plaintiff - Appellant

 

vs.

 

THE LAW OFFICES OF G. DAVID WESTFALL, P.C.

Plaintiff, Counter Defendant - Appellee

 

G. DAVID WESTFALL

Third Party Defendant, Sanction Movant - Appellee

 

CHRISTINA WESTFALL

Third Party Defendant, Sanction Movant - Appellee

 

STEFANI PODVIN

Third Party Defendant, Sanction Movant - Appellee

 

Appeal from the 294th Judicial

 District Court of Van Zandt County, Texas

The Honorable Paul Banner, by assignment

Trial cause No. 00-00619

 

------------------------------

Petition for Rehearing En Banc

The Panel's Opinion is devoid of Constitutional considerations

 

The Panel micro-procedurally upholds a patently unlawful $62,000 punitive sanction for having made a civil RICO (civil racketeering) pleading

------------------------------

 

 "clearly established that filing a lawsuit was constitutionally protected conduct "  Rutan , 497 U.S. 62

 

"criminal penalties may not be imposed on someone who has not been afforded the protections that the Constitution requires of criminal proceedings, including the requirement that the offense be proved beyond a reasonable doubt.” Hicks v. Feiock, U.S. Supreme Court, 485 U.S. 624 (1988)                       

UDO BIRNBAUM, Pro Se

540 VZ CR 2916

NOTE:  Appendix bound separately                       Eustace, TX 75124

(903) 479-3929

IDENTITY OF PARTIES AND COUNSEL

 

The Law Offices of G. David Westfall, P.C.[1]                   Frank C. Fleming[2]

Plaintiff, Counter-defendant                               PMB 305, 6611 Hillcrest Ave.

                                                                             Dallas, Texas 75205-1301

                                                                             (214) 373-1234

                                                                             (214) 373-3232 (fax)

 

Udo Birnbaum[3]                                                      Udo Birnbaum, pro se

Defendant, Counter-claimant,                            540 VZ 2916

Third party plaintiff                                           Eustace, Texas 75124

(903) 479-3929

(903) 479-3929 fax

 

G. David Westfall[4]                                                 Frank C. Fleming

Third party defendant

 

Stefani Podvin[5]                                                      Frank C. Fleming

Third party defendant

 

Christina Westfall[6]                                                 Frank C. Fleming

Third party defendant

 

Hon. Paul Banner[7], trial judge


TABLE OF CONTENTS

 

(a) Identity of Parties and Counsel  ………………………………………………  2

 

(b) Table of Contents  …………………………………….………………………  3

 

(c) Index of Authorities  …………………………….……………………………  4

 

(d) Statement of the Case  …………………………………….………………….  5

      

(e) Issues Presented  …………………………………………………………….    7 

 

Whether the Panel's Opinion is devoid of

Constitutional considerations  ………………   

 

Whether the Panel micro-procedurally upholds a patently

Unlawful  $62,000 punitive sanction for having made a

civil RICO (civil racketeering) pleading   ………………

 

Whether the Panel micro-procedurally upholds a $59,000 judgment

that does not conform to the pleadings and the verdict  …………..

    

(f) Statement of Facts   …………………………………………………….…..   8

 

(g) Summary of the Argument  ………………………………………………...   9

 

(h) Argument  …………………………………………………………………..  14

            Background                                          15

Judgment                                              17

Appointment of Auditor                        19

Summary Judgment                               19

Sanctions Order                                   23

Recusal of Trial Judge                           25

Fraud                                                   26

Due Process                                         27

(i) Prayer  …………………………,,,,,,,,,,,,,,,,,,,………………………………..  29

         

(j) Petition Appendix (separately bound document)


INDEX OF AUTHORITIES

 

Estee Laudere, Inc. v. Harco Graphics, Inc.,

 C.C.N.Y.1983, 558 F.Supp. 83   …………………………………   16

 

Hicks v. Feiock, 485 U.S. 624 (1988)   …………………………………..  12

 

Rawles v. Builders Structural Services,

          Texas 5th No. 05-96-00467-cv   …………………………………     28 fn

 

Rotella v. Wood et al., 528 U.S. 549 (2000)   ………………………….…  29

 

Rutan v. Republican Party of Illinois,

 497 U.S. 62, 73, 76 n.8 (1990) …………………….….. 5 fn, 7, 15, 29 fn  

 

United Mine Workers v. Bagwell, 512 U.S. 821 (1994)   (footnote)….…..  24  

 

Westfall Family Farms, Inc. v. King Ranch, Inc.,

852 S.W.2d 587 (1993)   (footnote)     ………………………..………..  7

 

Texas Court of Criminal Appeals, No. 73,986 (June 5, 2002)   ……….…  14

 

 

RCP Rule 172. Audit  ……………………………………………………..  15 fn

RCP Rule 215-2b(7)  ……………………………………………………...  17 fn

RCP Rule 301……………………………………………………………... 28 fn

 

18 U.S.C. § 1964(c) ("civil RICO")   …………………………..…...…….  5 fn

 


Petition for Rehearing En Banc

Panel finds "[$62,000] sanction does not meet requirements of rule 13".

Then rules that I "waived" such "error" by supposedly untimely objection

 

Upholding a sanction for having made a civil RICO claim offends the Constitution

( "clearly established that filing a lawsuit was constitutionally protected conduct "  Rutan , 497 U.S. 62 ) 

 

STATEMENT OF THE CASE

 

Introduction to this Petition for Rehearing En Banc

 

Honorable Judges:

     I, UDO BIRNBAUM, Appellant, seek en banc review of the opinion and judgment by a panel of this court's judges upholding a $59,000 judgment and a SECOND $62,000 sanction judgment against me, in the same case. Also for upholding the trial court in all matters, including granting summary judgment on my "civil RICO" claim. (that is what I was sanctioned for, namely my "civil racketeering" pleading when I was sued)      

     As shown below, the panel's Opinion (A.2)[8] is a micro-procedural analysis, devoid of Constitutional and statutory [9] considerations. Nowhere does the panel address my key point that unconditionally assessing a $62,000 sanction for having made a civil RICO pleading actually violates the Law.[10]  Also the sanction is punitive in nature, not "coercive", requiring full criminal process, including a finding of "beyond a reasonable doubt."

     Furthermore, the sheer number of erroneous "facts" expressed indicates that the "Opinion" is not the product of three (3) independent judicial considerations, but of a single whitewash.

     Also, at this very time as this case is on appeal, the trial judge, Paul Banner, is still busy in the trial court to paint me as some sort of monster to the judicial system. His latest (Sept. 30, 2003) Finding (A.121) has NO support in the trial court record and in the Law[11], and is in direct conflict with his finding of "well-intentioned" as caught by the court reporter at the very end of the proceedings at the sanctions hearing.

     Because the issues in this Petition for Rehearing En Banc stem almost exclusively from the Panel's Opinion, I will focus on the Opinion directly.

 

 

Re the underlying case brought against me

 

     Suit against me was initially brought by attorney G. David Westfall in behalf of the "Law Office", claiming an unpaid OPEN ACCOUNT for LEGAL FEES. There of course never was an open account, not with a $20,000 NON-REFUNDABLE prepayment "for the purpose of insuring our [lawyer's] availability", and the lawyer reserving the "right to terminate" for "your [Birnbaum] non-payment of fees or costs".

     It all started with a suit brought against me in 1995 in the 294th District Court over a BEAVER DAM[12].   The $20,000 attorney retainer was for suing then 294th district judge Tommy Wallace and other state judges in the Dallas Federal Court[13] under the anti-racketeering statute ("civil RICO"). Long after I fired him, Westfall fabricated an $18,000 "bill", and brought this "open account" case.

     I asked for appointment of an auditor under RCP Rule 172.  Then several months later I made civil RICO claims against "The [three] Westfalls" that were bringing this suit against me in the name of their Law Office[14].

     Details can be found in my Appeals Briefs and among the comments and footnotes in this Petition.

 

ISSUES PRESENTED

 

Issues Presented in this Petition for Rehearing En Banc

 

1.   Whether the Panel's Opinion is devoid of Constitutional considerations

·        It is "clearly established that filing a lawsuit was constitutionally protected conduct "  Rutan , 497 U.S. 62

 

2.   Whether the Panel micro-procedurally upholds a patently unlawful $62,000 punitive sanction for having made a civil RICO (civil racketeering) pleading

·        "criminal penalties may not be imposed on someone who has not been afforded the protections that the Constitution requires of criminal proceedings, including the requirement that the offense be proved beyond a reasonable doubt.” Hicks v. Feiock, U.S. Supreme Court, 485 U.S. 624 (1988)        

 

3.   Whether the Panel micro-procedurally upholds a $59,000 judgment that does not conform to the pleadings and the verdict.

·        It does not conform to the pleadings and the verdict (RCP Rule 301. Judgments)

 

Issues Presented in my Appeals Briefs

 

     I will, however, repeat my [initial appeal] Issues Presented to permit an intelligent overview of this whole matter:

1.             WHETHER THE $59,280.66 JUDGMENT IS UNLAWFUL.  It does not conform to the pleadings and the verdict

2.             WHETHER DEFENDANT BIRNBAUM HAD A RIGHT TO A COURT-APPOINTED AUDITOR.  Due process demanded appointment of an auditor per RCP Rule 172 to address the issue of fraud

3.             WHETHER THE "RICO RELIEF" SUMMARY JUDGMENT IS ALSO UNLAWFUL.  I have the Right to show my best defense, claim, and evidence. The Rules of Procedure and the law do not allow a judge to weigh the evidence to grant summary judgment on civil RICO claims. 

4.             WHETHER THE $62,255.00 "SANCTION" JUDGMENT IS ALSO UNLAWFUL.  It is a criminal punishment without due process for having made a civil RICO claim

5.             WHETHER THE TRIAL JUDGE SHOULD HAVE BEEN RECUSED FROM THE CASE.  For not abiding by statutory law, the Rules of Procedure, and the mandates of the Supreme Court

6.             WHETHER THERE WAS FRAUD, FRAUD, AND MORE FRAUD.  FRAUD from start to finish, intrinsic and extrinsic, turning into retaliation by official oppression

7.             WHETHER DUE PROCESS DEMANDS A NEW TRIAL.  I am entitled to appointment of an auditor, enforcement of the rules of discovery, and my best defense, claim, and evidence under civil RICO.

 

STATEMENT OF FACTS

Re the proceedings in this Appeals Court

 

     The Appeals Court Panel in their Opinion (A.2) and Judgment (A.1) upheld the trial court in all matters.  There was, however, an abundance of blatantly erroneous findings by the appeals panel, with their opinion of course based on these erroneous assumptions. 

 

     The panel did not address Constitutional considerations, i.e. that assessing the $62,000 sanction against me actually violates the Law because it is punishment for having sought access to the courts (with my "civil RICO" cross and third party claims).

     Neither did the panel address that the sanction was unconditional, i.e. punitive, requiring full criminal process, including a finding of "beyond a reasonable doubt".

     Also that $59,000 judgment does not "conform to the pleadings and the verdict."   The finding in the Opinion (A.2) that I had somehow "waived" my right to review of this and other matters was also based on erroneous findings and conclusions that I had not objected to the trial judge and allowed him to "correct" his "errors", as the panel portrays them.

     There is also before this Appeals Court Appellees' Motion to Allow the trial judge to [now] make Findings (A.107).  In my Response (A.111) thereto, and in my Rule 298 Response (A.128) in the trial court, I show that the trial judge is now making Findings (A.121) portraying me as some monster to the judicial system, when the court reporter caught him ruling me "well-intentioned", only that he (Judge Banner) was punishing me because he did not see evidence of a RICO violation.  I of course had asked for determination by jury.

     I also show that $62,000 attorney fees for the entire proceeding is not available under the statutes Judge Banner quotes (Civ. Prac. Rem. Code Sections 9.000, 10.000, Rule 13, nor the common law)  See my Rule 298 Response (A.128) for details.

 

 

SUMMARY OF THE ARGUMENT

Overview of this Petition for Rehearing En Banc

 

     The Panel's Opinion is devoid of Constitutional considerations.  It is "clearly established that filing a lawsuit was constitutionally protected conduct "  Rutan , 497 U.S. 62   (U.S. Supreme Court)

The Panel micro-procedurally upholds a patently unlawful $62,000 punitive sanction for having made a civil RICO (civil racketeering) pleading. Criminal penalties may not be imposed on someone who has not been afforded the protections that the Constitution requires of criminal proceedings, including the requirement that the offense be proved beyond a reasonable doubt.” Hicks v. Feiock, U.S. Supreme Court, 485 U.S. 624 (1988)       

     The Panel micro-procedurally upholds a $59,000 judgment that does not conform to the pleadings and the verdict.

     The Panel's Opinion is so full of erroneous "facts" as to raise the issue as to whether this Opinion was indeed the product of three independent judicial determinations, or the result of a single whitewash.

 

     With such said, I present a summary overview of this Petition by touching on just a few of the most relevant of the panel's erroneous and constitutionally devoid findings.  Details can be found in my Appeals Briefs and among the comments and footnotes in this Petition:

 

$62,000 Sanction (A.18)

"Birnbaum's only complaint about the specificity of the order was made in an untimely request for findings of fact and conclusions of law filed more than twenty days after the date of the sanctions order.  … Therefore, the trial judge did not have the opportunity to correct the erroneous order, and error was not preserved.

 

ERRONEOUS:  My Request for Findings (A.27) was filed Sept. 3, 2002, and WAS within 20 days of the time the Sanction Judgment was "signed with the clerk"[15] on Aug. 21, 2002. I also provided the Clerk with my Notice of Past Due Findings (A.32), to be immediately sent to Judge Banner.  Also Motion to Reconsider the $62,000 Sanction. Also again my Motion to Produce Findings (A.34) in this Appeals Court. (Denied)

"did not have "opportunity to correct"?   ERRONEOUS  

 

     The Panel did find that the $62,000 sanction against me does not meet the requirements[16] of Rule 13[17]. Then, noting that "Birnbaum has appeared pro se throughout all proceedings", the Panel rules that I supposedly "waived"[18] this point because "Birnbaum's only complaint about the specificity of the order was made in an untimely request for findings of fact and conclusions of law filed more than twenty days after the date of the sanction order".

 

     But my appeals issue on this sanction, however, reached far beyond Rule 13. This $62,000 sanction is not coercive, but unconditional, for a completed act (making a "civil RICO" claim TWO years back), imposed after Final Judgment (A.11), making it purely punitive.

"The distinction between civil and criminal contempt has been explained as follows: The purpose of civil contempt is remedial and coercive in nature. A judgment of civil contempt exerts the judicial authority of the court to persuade the contemnor to obey some order of the court where such obedience will benefit an opposing litigant.  Imprisonment is conditional upon obedience and therefore the civil contemnor carries the keys of (his) prison in (his) own pocket. In other words, it is civil contempt when one may procure his release by compliance with the provisions of the order of the court.

Criminal contempt on the other hand is punitive in nature. The sentence is not conditioned upon some promise of future performance because the contemnor is being punished for some completed act which affronted the dignity and authority of the court."  The Texas Court of Criminal Appeals, No. 73,986 (June 5, 2002)

 

     Punishment, no matter how designated, of course requires full criminal process, including a finding of "beyond a reasonable doubt". This $62,000 sanction is null and void. Period. It also does not matter how the trial judge got there, this sanction is unlawful.

"These distinctions lead to the fundamental proposition that criminal penalties may not be imposed on someone who has not been afforded the protections that the Constitution requires of criminal proceedings, including the requirement that the offense be proved beyond a reasonable doubt.” Pp. 631-635.  Hicks v. Feiock, U.S. Supreme Court, 485 U.S. 624 (1988) (emphasis added)

 

     The sanction is also objectively unreasonable in light of a finding, as caught by the court reporter at the very end of the sanctions hearing (A.20), that I was "well-intentioned" in making my civil RICO claim. 

     Also objectively unreasonable is the trial judge himself weighing the evidence, that it did not show a RICO violation.  And of course all civil RICO defendants scream "frivolous". That is why I had asked for determination by jury.

 

 

$59,000 Judgment (A.11)

"nothing preserved for review on issue whether judgment conformed to pleadings, because complaint could not be raised for first time on appeal, and without [complete] reporter's record, no showing was made that appellant received trial court determination on issue. We overrule appellant's first issue."

 

ERRONEOUS.   Raised for the first time on appeal?  Over my Objections (A.38), and then again [hand-written] Objections (A.40) just before submission to the jury, the trial judge would not submit the proper "due process" jury questions!

I raised the issue again in my Motion to Reconsider the $59,000 Judgment, that the judgment does not and cannot "conform to the pleadings and the verdict"

Then I raise the issue again in my Notice of Past Due Findings (A.32):  "Judge, how did you do this, without a determination of all of the elements by a jury?" 

 

     This judgment (A.11) has no support in the verdict (A.41).  It does not "conform to the pleadings and the verdict" (RCP Rule 301). Period. It is unlawful.

     My appeals issue on this judgment is upon "due process", i.e. that the wrong questions were put to the jury, despite my objection. Yes, the judge had a jury sitting there, but he did not use it.

     And this Panel, instead of addressing my appeals issue (wrong jury questions), makes a finding on instructions:

"Because Birnbaum filed only a partial reporter's record … … we are unable to review these complaints. … … (with only partial reporter's record, court could not determine whether giving improper jury instructions was harmful error)"

 

 

Appointment of Auditor

"he [Birnbaum] did not receive a ruling on the motion [to appoint an auditor]. Therefore he did not preserve his complaint for appeal."

 

ERRONEOUS.  "IT IS FURTHER ORDERED, ADJUDGED and DECREED that Udo Birnbaum's Motion for Appointment of Auditor is in all things denied".  Pretrial Order (A.95). ERRONEOUS.

 

Summary Judgment

"this evidence was not submitted to the trial court."

ERRONEOUS.  Judge Banner ruled against ALL of my summary judgment evidence. Pretrial Order (A.95) [19].

 

"He [Birnbaum] does not, however, offer summary judgment evidence regarding how mailing this fraudulent bill constitutes a pattern of racketeering activity, or furthers a recognizable scheme formed with specific intent to defraud"?

How constitutes a "pattern of racketeering activity"?   Jury issue, of course.

How furthers a scheme "with specific intent to defraud"? Can there be fraud, without specific intent to defraud?

 

Fraud

"Therefore, we presume the omitted portions of the record support the trial court's judgment. … Birnbaum's sixth issue is overruled."

 

ERRONEOUS.  "Omitted portions of the record support the judgment"?  The judgment is supposed to be supported by the PLEADINGS and the VERDICT.  (the jury made no finding on all the elements of the pleaded "open account" for "legal fees", nor of a breach of contract either)

 

 

Due Process

"[Birnbaum] complains of the same rulings addressed in other parts of his brief. The issue presents nothing for our review."

ERRONEOUS.  How about the trial Judge going in and out of the jury room, even during deliberations? How about surprise [wrong] jury issues "popped" just before submission to the jury?  How about the issue of absurdly excessive legal fee "damages"?  How about my issue that the sanctions judgment is actually unlawful?

 

 

     With such said, I will go directly to the Panel's Opinion (A.2), to highlight the issues that detail the above, and bear on this Petition for Rehearing En Banc.  Complete details are in my Appeals Briefs, Clerk's Record, and Civil Appendix. Note: All references in this Petition such as "(A.15)" refer to the Appendix to this Petition.

 

     The pattern below shows:

·        The Appeals Court Panel makes up some "facts"

·        finds something in a law book that sounds good

·        but it does not fit.

 

 

ARGUMENT

Detail of Issues raised by the Panel's Opinion

 

     Copied below is each and every word of the Panel's Opinion (A.2), followed by such issues as bear on this petition. ("All answers shall be preceded by the question"). My Conclusion and Prayer is at the end of this Petition.

 

§

OPINION

Before Justices Whittington, Wright, and Bridges

Opinion By Justice Whittington

 

"Appellant Udo Birnbaum appeals a jury verdict and judgment in favor of appellee The Law Offices of G. David Westfall, P.C ("Law Office"). Birnbaum also appeals orders on motions for summary judgment, for sanctions, and to recuse the trial judge, and complains of the trial judge's failure to appoint an auditor.  We affirm."

 

·        "Birnbaum appeals a jury verdict and judgment"?    I am not appealing on the answers by the jury[20], but on a judgment that does not conform to the pleadings and the verdict (and due process).

·        "Birnbaum also appeals orders on motions for [ ] sanctions"?  As shown above, this is not an "order" (to "coerce") at all, but unlawful punishment[21] for having made a "civil RICO" pleading. 

 

Background

"Law Office filed a suit on a sworn account against Birnbaum for legal fees allegedly owed. Birnbaum filed an answer and affidavit denying the claim. Birnbaum also filed a counterclaim against Law Office and added G. David Westfall, Christina Westfall, and Stefani Podvin as parties to the lawsuit ("Third Party Defendants"). He alleged violations of the federal Racketeer Influenced and Corrupt Organizations Act, 18 U.S.C. §§ 1961 et seq. (2000 and Supp. 2003) ("RICO") against Third Party Defendants. Law Office and Third Party Defendants moved for summary judgment on the claims against them.  Third Party Defendants' motions were granted.  Birnbaum filed motions to appoint an auditor and to recuse the trial judge.  There is no order on Birnbaum's motion to appoint an auditor in the clerk's record."

 

·    &nb