balance factors (Texas) · Go Syfert
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balance factors in Texas

60 Texas opinions name it 3 courts 1941–2025 8 in the last five years

The cases below were cited by Texas courts in a sentence that names this issue. Sides come from how each citing opinion treated the case (Syfertize flag on that citation), so a case can appear on both: that is where the law is contested. A red or yellow chip is the case's own overall treatment.

Followed or applied (28)

CaseFollowedCited
Sarieddine v. Moussagreen
texapp · 1991 · cited in 9 Texas opinions naming this issue, 2003–2021
2 sentences

2020Sarieddine v. Moussa, 820 S.W.2d 837, 844 (Tex.App.--Dallas 1991, writ denied) (“The doctrine of forum non conveniens should be exercised only in those cases where the balance of factors so strongly favors the defendant that, in the interest of justice, the case should be tried in another forum.”).

2010See Sarieddine , 820 S.W.2d at 844 (“The doctrine of forum non conveniens should be exercised only in those cases where the balance of factors so strongly favors the defendant that, in the interest of justice, the case should be tried in another forum.”); see also Signature Mgmt.

49
Gulf Oil Corp. v. Gilbertred
scotus · 1947 · cited in 8 Texas opinions naming this issue, 2004–2022
2 sentences

2022Unless the balance of those factors “is strongly in favor of the defendant, the plaintiff’s choice of forum should rarely be disturbed.” –5– Tin Star Dev., LLC v. 360-Irvine, LLC, No. 05-15-01244-CV, 2016 WL 7163862 , at *2 (Tex. App.—Dallas Nov. 18, 2016, no pet.) (mem. op.) (quoting Gulf Oil Corp. v. Gilbert, 330 U.S. 501, 508 (1947)).

2014Trailers de Mex., S.A. de C.V., 336 S.W.3d 664, 672 (Tex.App.-Houston [1st Dist.] 2010, no- pet.) (“The defendants bear the burden of proof on all elements of the forum non c'onveniens analysis and must establish that the balance of factors strongly favors dismissal.”); see Gulf Oil Corp. v. Gilbert, 330 U.S. 501, 508 , 67 S.Ct. 839, 843 , 91 L.Ed. 1055 (1947) (“[Ujnless the balance is strongly in favor of the defendant, the plaintiff’s choice of forum should rarely be disturbed.”).

48
Vinmar Trade Finance, Ltd. v. Utility Trailers De Mexico, S.A. De C.V.green
texapp · 2010 · cited in 4 Texas opinions naming this issue, 2013–2015
2 sentences

2015Trailers de Mexico, S.A. de C.V., 336 S.W.3d 664, 672 (Tex.App.-Houston [1st Dist.] 2010, no pet.) (“The defendants bear the burden of proof on all elements of the forum non conveniens analysis and must establish that the balance of factors strongly favors dismissal.”).

2015Trailers de Mexico, S.A. de C.V., 336 S.W.3d 664, 672 (Tex. App.—Houston [1st Dist.] 2010, no pet.) (“The defendants bear the burden of proof on all elements of the forum non conveniens analysis and must establish that the balance of factors strongly favors dismissal.”).

44
Louis v. Blalockgreen
texapp · 1976 · cited in 3 Texas opinions naming this issue, 1997–2024
2 sentences

2024It is unfortunate that this balance may sometimes result in “something less than natural justice.” See Louis v. Blalock, 543 S.W.2d 715, 719 (Tex. App.—Amarillo 1976, writ ref’d n.r.e.).

1997It is unfortunate that this balance may sometimes result in “something less than natural justice.” See Louis v. Blalock, 543 S.W.2d 715, 719 (Tex.Civ.App.— *185 Amarillo 1976, writ ref d n.r.e.).

33
DTEX, LLC v. BBVA Bancomer, S.A.green
ca5 · 2007 · cited in 3 Texas opinions naming this issue, 2010–2013
2 sentences

2013See Vinmar Trade Fin., Ltd., 336 S.W.3d at 672 ; RSR Corp. v. Siegmund, 309 S.W.3d 686 , 710−11 (Tex. App.—Dallas 2010, no pet.); see also DTEX, LLC v. BBVA Bancomer, S.A., 508 F.3d 785, 794 (5th Cir. 2007).

2011See RSR Corp. v. Siegmund , 309 S.W.3d 686 , 710–11 (Tex. App.—Dallas 2010, no pet.); see also DTEX, LLC v. BBVA Bancomer, S.A. , 508 F.3d 785, 794 (5th Cir. 2007).

33
RSR Corp. v. Siegmundgreen
texapp · 2010 · cited in 4 Texas opinions naming this issue, 2010–2020
2 sentences

2020RSR Corp., 309 S.W.3d at 710–11; see also Quixtar, 315 S.W.3d at 33 (explaining it is not necessary for movant to prove that each Gulf Oil factor strongly favors dismissal).

2013See Vinmar Trade Fin., Ltd., 336 S.W.3d at 672 ; RSR Corp. v. Siegmund, 309 S.W.3d 686 , 710−11 (Tex. App.—Dallas 2010, no pet.); see also DTEX, LLC v. BBVA Bancomer, S.A., 508 F.3d 785, 794 (5th Cir. 2007).

24
Newton v. Stategreen
texapp · 2010 · cited in 2 Texas opinions naming this issue, 2018–2023
2 sentences

2023See Hammer, 296 S.W.3d at 555 ; see also Newton, 301 S.W.3d at 321-22 (concluding that the trial court did not abuse its discretion by admitting extraneous- offense evidence where half of the factors favored exclusion and the other half favored admission).

2018See Newton, 301 S.W.3d at 321–22 (half the factors favored exclusion and half the factors favored admission; trial court did not abuse discretion by admitting the extraneous evidence).

22
Cosio v. Stategreen
texcrimapp · 2011 · cited in 2 Texas opinions naming this issue, 2017–2021
2 sentences

2021Harm is egregious only if the balance of the factors tends to show that the error caused “actual rather than theoretical harm.” Id. (quoting Cosio v. State, 353 S.W.3d 766, 777 (Tex. Crim.

2017Harm is egregious only if the balance of the factors tends to show that the error caused “actual rather than theoretical harm.” Id. (quoting Cosio v. State, 353 S.W.3d 766, 777 (Tex. Crim.

22
Quixtar Inc. v. Signature Management Team, LLCgreen
tex · 2010 · cited in 2 Texas opinions naming this issue, 2013–2020
2 sentences

2020RSR Corp., 309 S.W.3d at 710–11; see also Quixtar, 315 S.W.3d at 33 (explaining it is not necessary for movant to prove that each Gulf Oil factor strongly favors dismissal).

2013See Quixtar, 315 S.W.3d at 34 .

22
Adams v. ESC MEDICAL SYSTEMS, INC.green
texapp · 2004 · cited in 2 Texas opinions naming this issue, 2010–2010
2 sentences

2010Sys., Inc., 161 S.W.3d 49, 50 (Tex.App.-Houston [14th Dist.] 2004, no pet.) *929 (“Unless the balance of factors strongly favors the defendant, the plaintiffs choice of forum should rarely be disturbed.”).

2010Sys., Inc. , 161 S.W.3d 49, 50 (Tex. App.—Houston [14th Dist.] 2004, no pet.) (“Unless the balance of factors strongly favors the defendant, the plaintiff’s choice of forum should rarely be disturbed.”).

22
SIGNATURE MANAGEMENT TEAM, LLC v. Quixtar, Inc.green
texapp · 2009 · cited in 2 Texas opinions naming this issue, 2010–2010
2 sentences

2010Team, LLC v. Quixtar, Inc., 281 S.W.3d 666, 675 (Tex.App.-Dallas 2009, pet. filed) (“Quixtar’s burden was to show that the Gulf Oil factors in their totality strongly favor dismissal.”); Adams v. ESC Med.

2010Team, LLC v. Quixtar, Inc. , 281 S.W.3d 666, 675 (Tex. App.—Dallas 2009, pet. filed) (“Quixtar’s burden was to show that the Gulf Oil factors in their totality strongly favor dismissal.”); Adams v. ESC Med.

22
A.P. Keller Development, Inc. v. One Jackson Place, Ltd.green
texapp · 1994 · cited in 2 Texas opinions naming this issue, 2005–2006
2 sentences

2006See id. (citing Keller Dev., Inc., 890 S.W.2d at 505-06 ; Gulf Oil Corp., 330 U.S. at 508 , 67 S.Ct. at 843 ).

2005See id. (citing Keller Dev., Inc ., 890 S.W.2d at 505-06 ; Gulf Oil Corp ., 330 U.S. at 508 , 67 S.Ct. at 843 ).

22
In Re ZLTgreen
tex · 2003 · cited in 2 Texas opinions naming this issue, 2004–2004
2 sentences

2004See id.

2004See id.

22
Patterson v. New Yorkgreen
scotus · 1977 · cited in 2 Texas opinions naming this issue, 1986–1991
2 sentences

1986Nor does the fact that a majority of the States have now assumed the burden of disproving affirmative defenses—for whatever reasons—mean that those States that strike a different balance are in violation of the Constitution." Id., at 211, 97 S.Ct. at 2327 . [3] When an affirmative defense is not an element of an offense charged and Winship is not implicated by allocation of burden of proving an affirmative defense, it follows that "the critical inquiry on review of the sufficiency of the evidence to support a criminal conviction" prescribed by Jackson v. Virginia is irrelevant to a review of s

1986Nor does the fact that a majority of the States have now assumed the burden of disproving affirmative defenses — for whatever reasons — mean that those States that strike a different balance are in violation of the Constitution.” Id., at 211, 97 S.Ct. at 2327 . 3 When an affirmative defense is not an element of an offense charged and Win-skip is not implicated by allocation of burden of proving an affirmative defense, it follows that “the critical inquiry on review of the sufficiency of the evidence to support a criminal conviction” prescribed by Jackson v. Virginia is irrelevant to a review o

12
Hammer v. Stategreen
texcrimapp · 2009 · cited in 1 Texas opinions naming this issue, 2023–2023
1 sentence

2023See Hammer, 296 S.W.3d at 555 ; see also Newton, 301 S.W.3d at 321-22 (concluding that the trial court did not abuse its discretion by admitting extraneous- offense evidence where half of the factors favored exclusion and the other half favored admission).

11
Int'l Bus. Machs. Corp. v. Lufkin Indus., LLCgreen
tex · 2019 · cited in 1 Texas opinions naming this issue, 2022–2022
2 sentences

2022See Lufkin, 573 S.W.3d at 229 .

2022See Lufkin, 573 S.W.3d at 229 . 38 We conclude that a balance of the factors for examining the circumstances surrounding the Purchase Agreement’s formation show that the disclaimer of reliance clause was binding on Scherer.

11
Rosales v. Stategreen
texcrimapp · 1992 · cited in 1 Texas opinions naming this issue, 2019–2019
1 sentence

2019The balance of the factors either cut against Appellant or are neutral at best. “[U]nder an abuse of discretion standard it is not our role to reweigh the factors, but to determine whether the trial court could reasonably have balanced them and concluded that the fair and efficient administration of justice weighed more heavily than appellant’s right to counsel of his choice.” Rosales v. State, 841 S.W.2d 368, 375 (Tex.Crim.App. 1992).

11
Stock v. Stategreen
texapp · 2007 · cited in 1 Texas opinions naming this issue, 2018–2018
1 sentence

2018See, e.g., State v. Wei, 447 S.W.3d 549, 558 (Tex. App.—Houston [14th Dist.] 2014, pet. ref’d); Stock v. State, 214 S.W.3d 761, 767 (Tex. App.—Austin 2007, no pet.).

11
State v. Brian Weigreen
texapp · 2014 · cited in 1 Texas opinions naming this issue, 2018–2018
1 sentence

2018See, e.g., State v. Wei, 447 S.W.3d 549, 558 (Tex. App.—Houston [14th Dist.] 2014, pet. ref’d); Stock v. State, 214 S.W.3d 761, 767 (Tex. App.—Austin 2007, no pet.).

11
In Re Prudential Insurance Co. of Americagreen
tex · 2004 · cited in 1 Texas opinions naming this issue, 2016–2016
1 sentence

2016See Prudential, 148 S.W.3d at 137 . ■ Each accumulation of circumstances in the cases presented for mandamus review presents a different balance of factors.

11
In Re Arthur Andersen LLPgreen
texapp · 2003 · cited in 1 Texas opinions naming this issue, 2016–2016
11
Archie v. Stategreen
texcrimapp · 2011 · cited in 1 Texas opinions naming this issue, 2012–2012
11
Rollins v. Stategreen
texapp · 1999 · cited in 1 Texas opinions naming this issue, 2011–2011
11
Green v. Stategreen
texapp · 2007 · cited in 1 Texas opinions naming this issue, 2011–2011
11
Jackson v. Stategreen
texapp · 2005 · cited in 1 Texas opinions naming this issue, 2011–2011
11
Engstrom v. First National Bank of Eagle Lakegreen
texapp · 1997 · cited in 1 Texas opinions naming this issue, 2004–2004
11
Eagle-Picher Industries, Inc. v. Balbosgreen
md · 1992 · cited in 1 Texas opinions naming this issue, 2001–2001
11
Deerings West Nursing Center, a Division of Hillhaven Corp. v. Scottgreen
texapp · 1990 · cited in 1 Texas opinions naming this issue, 1997–1997
11

Distinguished, questioned or overruled (0)

CaseNegativeCited
No negative-treatment citations attached to this issue in Texas. Read the followed side critically anyway.

Also cited on this issue (21)

CaseCitedYears
Carnegie-Mellon University v. Cohill red
scotus · 1988
2 sentences

2004Id. at 443 (stating that “ ⅛ the usual case in which all federal-law claims are eliminated before trial, the balance of factors to be considered under the pendent jurisdiction doctrine— judicial economy, convenience, fairness, and comity — will point toward declining to exercise jurisdiction over the remaining state-law claims’ ”) (quoting Camegie-Mellon Univ. v. Cohill, 484 U.S. 343 , 350 n. 7, 108 S.Ct. 614 , 98 L.Ed.2d 720 (1988)).

2004Id. at 443 (stating that “ ⅛ the usual case in which all federal-law claims are eliminated before trial, the balance of factors to be considered under the pendent jurisdiction doctrine— judicial economy, convenience, fairness, and comity — will point toward declining to exercise jurisdiction over the remaining state-law claims’ ”) (quoting Camegie-Mellon Univ. v. Cohill, 484 U.S. 343 , 350 n. 7, 108 S.Ct. 614 , 98 L.Ed.2d 720 (1988)).

31997–2004
Arrington, Charles green
texcrimapp · 2015
2 sentences

2021Harm is egregious only if the balance of the factors tends to show that the error caused “actual rather than theoretical harm.” Id. (quoting Cosio v. State, 353 S.W.3d 766, 777 (Tex. Crim.

2017Harm is egregious only if the balance of the factors tends to show that the error caused “actual rather than theoretical harm.” Id. (quoting Cosio v. State, 353 S.W.3d 766, 777 (Tex. Crim.

22017–2021
In re CVR Energy, Inc. green
texapp · 2016
2 sentences

2016As the CVR Energy court explained, the cases reach different outcomes as to whether an appeal is an inadequate remedy because “[e]ach accumulation of circumstances in the cases presented for mandamus review presents a different balance of factors.” Id.

2016As the CVR Energy court explained, the cases reach different outcomes as to whether an appeal is an inadequate remedy because “[e]ach accumulation of circumstances in the cases presented for mandamus review presents a different balance of factors.” Id.

22016–2016
Aaron COOLEY, Plaintiff-Appellee, v. CARMIKE CINEMAS, INC., Defendant-Appellant green
ca6 · 1994
2 sentences

2004As the Court stated in Cooley v. Carmike Cinemas, Inc., 25 F.3d 1325 (6th Cir.1994): In our view of any trial record, we are mindful that evidentiary questions often require a trial judge to make quick decisions on doubtful questions.

2004As the Court stated in Cooley v. Carmike Cinemas, Inc., 25 F.3d 1325 (6th Cir.1994): In our view of any trial record, we are mindful that evidentiary questions often require a trial judge to make quick decisions on doubtful questions.

22004–2004
Gigliobianco v. State green
texcrimapp · 2006
1 sentence

2025Gigliobianco v. State, 210 S.W.3d 637 , 641–42 (Tex. Crim.

12025–2025
Montgomery v. State green
texcrimapp · 1991
1 sentence

2025Montgomery, 810 S.W.2d at 389–90; see also Hart v. State, 688 S.W.3d 883 , 891 (Tex. Crim.

12025–2025
Yoroshii Investments (Mauritius) PTE. Ltd. v. BP International Ltd. green
texapp · 2006
1 sentence

2017Yoroshii, 179 S.W. 3d at 643 .

12017–2017
in Re Mantle Oil & Gas, LLC green
texapp · 2012
1 sentence

2016The balance of factors here is similar to that in In re Mantle Oil in which Louisiana residents sued Mantle Oil in Galveston County, alleging that the company committed, in Texas, negligent acts in operating a Louisiana well, resulting in a blowout. 426 S.W.3d at 195–96.

12016–2016
State v. Mechler green
texcrimapp · 2005
1 sentence

2016Id. at 442 .

12016–2016
In Re Brokers Logistics, Ltd. green
texapp · 2010
1 sentence

2016For example, the Fourteenth Court of Appeals has found that appellate remedy would be inadequate in a case with 11 Brokers Logistics, 320 S.W.3d at 408 ; see In re Arthur Andersen LLP, 121 S.W.3d 471, 486 (Tex. App.—Houston [14th Dist.] 2003, orig. proceeding); see also In re E.

12016–2016
United States v. Francisco Lozano Valencia green
ca5 · 1993
12015–2015
Keeton v. State green
texcrimapp · 1987
12015–2015
In the Interest of Walters green
texapp · 2001
12015–2015
Masterson v. Diocese of Northwest Texas green
tex · 2013
12014–2014
Zamorano v. State green
texcrimapp · 2002
12012–2012
Van Winkle-Hooker Company v. Rice green
texapp · 1969
12010–2010
Langford v. State green
texcrimapp · 1979
11982–1982
Langford v. State green
texcrimapp · 1978
11982–1982
Bush v. State green
texcrimapp · 1981
11982–1982
Oak Cliff State Bank & Trust Co. v. Travis neutral
texapp · 1920
11941–1941
American Surety Co. of New York v. Bay City Cattle Co. green
texapp · 1924
11941–1941

Where else courts name it

IL 129 (1914–2026) TX 60 (1941–2025) NY 47 (1867–2026) PA 41 (1890–2023) CA 34 (1919–2025) MI 22 (1908–2023) NJ 22 (1886–2025) TN 19 (1969–2025) LA 18 (1920–2024) OH 15 (1894–2025) OR 13 (1911–2026) CT 13 (1887–2024) MD 11 (1987–2019) WA 10 (1916–2024) MA 8 (1931–2012) MO 8 (1897–2022) IN 7 (1936–2019) AL 7 (1876–2011) IA 7 (1860–2015) FL 7 (1984–2003) VT 6 (2013–2024) DC 6 (1957–2002) AK 6 (1979–2025) NM 6 (2007–2024) AZ 5 (1918–2019) MT 5 (1935–1999) KY 5 (1900–2015) NC 5 (1913–2026) RI 5 (2003–2004) WI 4 (1902–2021) ND 4 (1946–2000) GA 4 (1923–2025) WY 4 (1937–2003) DE 4 (2016–2025) NE 3 (1934–1975) KS 3 (1999–2021) MS 3 (1927–2007) CO 3 (1960–2016) ME 3 (1961–2025) AR 3 (1930–2025) WV 3 (1993–2021) SC 3 (1979–1987) VA 2 (1925–1978) OK 2 (1922–1929) SD 2 (1926–1983) HI 2 (1910–2017) UT 2 (1938–2019)

Opinions by the citing court's state. A doctrine retained in one state and abandoned in another shows up here as a year span that stalls.

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