Texas Military Department v. Juan Antonio Lopez and Mayra Lopez, Individually and as Next Friends of J.L., a Minor, Marco Antonio Lopez, and Angel Lopez

CourtListener 10762445Txctapp13Dec 18, 2025

Full text

NUMBER 13-25-00150-CV

COURT OF APPEALS

THIRTEENTH DISTRICT OF TEXAS

CORPUS CHRISTI – EDINBURG

TEXAS MILITARY DEPARTMENT, Appellant,

v.

JUAN ANTONIO LOPEZ AND
MAYRA LOPEZ, INDIVIDUALLY
AND AS NEXT FRIENDS OF J.L.,
A MINOR, MARCO ANTONIO LOPEZ,
AND ANGEL LOPEZ Appellees.

ON APPEAL FROM THE 107TH DISTRICT COURT
OF CAMERON COUNTY, TEXAS

OPINION

Before Chief Justice Tijerina and Justices Cron and Fonseca
Opinion by Justice Fonseca

Appellant Texas Military Department (TMD) argues by one issue that the trial court
improperly denied its plea to the jurisdiction based on sovereign immunity.1 The parties’

disagreement is focused on whether the actions of TMD’s employee fall within the state-

military forces exception to the motor-vehicle waiver of immunity under the Texas Tort

Claims Act (TTCA). We conclude that TMD’s employee was engaged in an activity of the

state military forces when the underlying accident happened. Therefore, we reverse and

render judgment dismissing the case for want of jurisdiction.

I. BACKGROUND

This accelerated interlocutory appeal arises from a motor vehicle accident that

occurred on October 10, 2023. Sergio Eduardo Arreola, a senior airman with TMD, exited

a Stripes parking lot in Brownsville in his state-issued vehicle when a vehicle operated by

appellee Juan Antonio Lopez and containing the other appellees, Mayra Lopez, Lopez’s

wife, and their three children, collided into his state-issued vehicle. The Lopezes filed suit

on October 4, 2024, alleging injuries resulting from the collision.2 According to TMD,

Arreola was assigned to the 149th Fighter Wing of the Texas Air National Guard, a

division of the TMD, and was only present in Cameron County because he was ordered

by the TMD adjutant general to support Joint Task Force – Operation Lone Star (JTF-

OLS). TMD further alleged that Arreola “was a member of the State military forces, on

active duty status, under lawful military orders, on duty, and executing orders issued to

him within his scope of his employment” at the time of the collision.

1 "Sovereign immunity protects the state and its various divisions, such as agencies and boards,

from suit and liability, whereas governmental immunity provides similar protection to the political
subdivisions of the state, such as counties, cities, and school districts." Travis Cent. Appraisal Dist. v.
Norman, 342 S.W.3d 54, 57–58 (Tex. 2011). TMD is a state agency, and thus sovereign immunity is at
issue.
2 The Lopezes’ original petition also raised claims against Arreola individually; however, those

claims were abandoned in subsequent amended petitions, and Arreola is not a party to this appeal.
2
Arreola testified via affidavit that he was on state active duty status from the date

he was activated until the date he was released from mission. He further testified that on

the date of the accident he was in uniform and wearing specialized gear. During the

accident, Arreola claimed he was on shift, driving a state-issued vehicle, and was

responsible for patrolling a designated route and making observations as he drove.

Arreola requested permission during his shift to stop at the Stripes convenience store. He

testified that TMD commonly used this location “for refueling, restroom use, and

purchasing and/or heating food” and that stopping at Stripes was considered “part of the

scope of our assignment because no other official location was designated for these

purposes.”

The Lopezes’ suit asserted negligence on Arreola’s part because he allegedly

failed to yield the right of way, was driving inattentively, failed to keep a proper lookout,

failed to timely brake, and failed to use his horn or lights to warn the Lopezes of the

oncoming collision. TMD answered and invoked sovereign immunity in its plea. TMD filed

a plea to the jurisdiction on February 7, 2025. The center point of its argument was that

the TTCA provides an exception to the motor-vehicle waiver of sovereign immunity for

“activities of the state military forces when on active duty under the lawful orders of

competent authority.” TEX. CIV. PRAC. & REM. CODE ANN. § 101.054. TMD attached as

evidence an affidavit from Arreola, an order from TMD assigning Arreola to active duty

from September 1, 2023, to January 30, 2024, and an affidavit from lieutenant colonel

Michael Blew testifying that all military personnel are considered on active duty twenty-

four hours a day and that active duty status “is not dependent on the scope of an individual

assignment.”

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Without attaching evidence, the Lopezes responded to the plea to the jurisdiction

arguing that Arreola was not acting ”under the lawful orders of competent authority” when

he caused the collision because he was at a rest stop which the Lopezes claim was not

an activity of the state military forces. See id. According to the Lopezes, TMD’s argument

would allow personnel to escape all civil liability for any negligent act committed during

the length of their orders. The trial court held a hearing on TMD’s plea on March 3, 2025,

wherein TMD asserted the same arguments from their plea. The Lopezes argued, without

any supporting evidence, that Arreola was not conducting any form of surveillance when

he stopped at Stripes and was not acting in furtherance of his orders.

The trial court denied TMD’s plea by written order the same day.3 This accelerated

interlocutory appeal followed. See id. § 51.014(a)(8); TEX. R. APP. P. 28.1(a).

II. ANALYSIS

The parties do not materially dispute the facts at issue in this case. Instead, the

primary disagreement is whether Arreola was performing an activity of the state military

forces when he stopped at Stripes to use the restroom, refuel, and/or obtain food, and

then was involved in the collision with the Lopezes’ vehicle.

A. Standard of Review

“A plea to the jurisdiction challenges the existence of subject matter jurisdiction;

that is, the court’s power to decide the case.” Herrera v. Mata, 702 S.W.3d 538, 541 (Tex.

2024) (citing Suarez v. City of Texas City, 465 S.W.3d 623, 632 (Tex. 2015)). “The trial

court’s ruling on a plea to the jurisdiction is a question of law we review de novo.” Id.

3 At 5:06 p.m. on the day of the hearing, the Lopezes filed a third amended petition (erroneously

titled “Plaintiffs’ Second Amended Petition”) which argued for the first time that TMD’s sovereign immunity
was waived by § 101.025 of the TTCA.
4
(citing Hous. Belt & Terminal Ry. Co. v. City of Houston, 487 S.W.3d 154, 160 (Tex.

2016)). In de novo review, we give no deference to the trial court’s decision. See In re

Est. of Slaughter, 305 S.W.3d 804, 808 (Tex. App.—Texarkana 2010, no pet.) (citing

Quick v. City of Austin, 7 S.W.3d 109, 116 (Tex. 1998)).

The Lopezes bore the initial burden to plead facts affirmatively demonstrating the

trial court’s jurisdiction. See Town of Shady Shores v. Swanson, 590 S.W.3d 544, 550

(Tex. 2019). Jurisdiction can then be challenged based either on the pleadings or on the

existence of jurisdictional facts. Jones v. Turner, 646 S.W.3d 319, 325 (Tex. 2022). We

construe pleadings liberally in favor of the pleader and a plaintiff “should be afforded the

opportunity to amend” if the challenged jurisdictional defect may be cured with further

factual allegations. Tex. Tech. Univ. Sys. v. Martinez, 691 S.W.3d 415, 419 (Tex. 2024).

We cannot sustain a plea to the jurisdiction if the pleadings generate a fact question.

Ryder Integrated Logistics, Inc. v. Fayette County, 453 S.W.3d 922, 927 (Tex. 2015) (per

curiam); see also City of Corpus Christi v. Muller, No. 13-18-00443-CV, 2019 WL

2384162, at *1 (Tex. App.—Corpus Christi–Edinburg June 6, 2019, no pet.) (mem. op.).

However, “[w]hen a defendant challenges jurisdiction, a court ‘is not required to

look solely to the pleadings but may consider evidence and must do so when necessary

to resolve the jurisdictional issues raised.’” Swanson, 590 S.W.3d at 550 (quoting Bland

Indep. Sch. Dist. v. Blue, 34 S.W.3d 547, 555 (Tex. 2000)). We must consider evidence

even when the jurisdictional issue intertwines with the merits of the case. Id. If

jurisdictional facts are challenged, our standard of review mirrors that of a summary

judgment. Alamo Heights Indep. Sch. Dist. v. Clark, 544 S.W.3d 755, 770–71 (Tex. 2018).

We take as true all evidence favorable to the nonmovant, indulge every reasonable

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inference and resolve doubts in the nonmovant’s favor, and disregard contrary evidence

if a reasonable factfinder could do so. Id. at 771.

It is foundational that the “party suing the governmental entity bears the burden of

affirmatively showing waiver of immunity.” City of San Antonio v. Maspero, 640 S.W.3d

523, 528 (Tex. 2022). Thus, a plaintiff can only survive a plea to the jurisdiction “by

showing that the statute ‘clearly and affirmatively waive[s] immunity’ and by also ‘negating

any provisions that create exceptions to, and thus withdraw, that waiver.’” City of Austin

v. Powell, 704 S.W.3d 437, 447 (Tex. 2024) (quoting Rattray v. City of Brownsville, 662

S.W.3d 860, 866 (Tex. 2023)); TEX. GOV’T CODE ANN. § 311.034.

B. Applicable Law

Generally, there is a waiver of sovereign immunity for property damage and

personal injury that “arises from the operation or use of a motor-driven vehicle” when

“proximately caused by the wrongful act or omission or the negligence of an employee

acting within his scope of employment.” TEX. CIV. PRAC. & REM. CODE ANN.

§ 101.021(1)(A). In such situations, sovereign immunity is waived, and a person can sue

the state agency for damages. Id. § 101.025.

However, the Texas Legislature excepts from the waiver of immunity “a claim

arising from the activities of the state military forces when on active duty under the lawful

orders of competent authority.” Id. § 101.054. The state military forces include the Texas

National Guard, Texas State Guard, and other military forces organized under state law.

TEX. GOV’T CODE ANN. § 437.001(10), (14). The TMD is “the state agency charged with

administrative activities in support of the Texas military forces.” Id. § 437.001(13). “The

adjutant general is the governing officer, policy maker, and head of [TMD].” Id. § 437.052.

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The Texas Government Code defines active duty as “the performance of military

or emergency service for this state at the call of the governor or governor’s designee”

while it defines military duty as “any activity of a service member performing a duty under

a lawful military order, including training.” Id. § 437.001(7), (9). It further defines active

military service as “state active duty service, federally funded state active duty service, or

federal active duty service.” Id. § 431.001(1).

“We review questions of statutory interpretation de novo.” Ferchichi v.

Whataburger Rests. LLC, 713 S.W.3d 330, 337 (Tex. 2025). Our objective when

reviewing a statute “is to determine and give effect to the Legislature’s intent.” Id. (quoting

City of San Antonio v. City of Boerne, 111 S.W.3d 22, 25 (Tex. 2003)). To do so, we will

give words their plain meaning in context of the statute as a whole and will avoid

constructions that lead to absurd results. Id. (quoting City of Rockwall v. Hughes, 246

S.W.3d 621, 625–26 (Tex. 2008)). Our guiding principle in interpreting statutory language

in the context of immunity is to construe waivers of immunity narrowly. See Tex. Adjutant

Gen.’s Off. v. Ngakoue, 408 S.W.3d 350, 353 (Tex. 2013).

C. Discussion

The parties do not dispute any of the main facts governing applicability of the

statute. The record demonstrates that Arreola was a member of the state military forces

and was on active duty status on the date of the accident. See TEX. GOV’T CODE ANN.

§ 437.001(10), (14). The record further demonstrates that the order putting him on such

status was a lawful order from a competent authority, specifically, the adjutant general.

See TEX. CIV. PRAC. & REM. CODE ANN. § 101.054; TEX. GOV’T CODE ANN. § 437.052.

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Therefore, the dispositive question in this matter is what is considered an activity

of the state military forces when on active duty, and specifically whether Arreola’s stop at

Stripes falls within the umbrella of an activity while he was “on active duty.” TMD argues

Arreola was performing a task within the ambit of an “activit[y] of the state military forces”

because he had active duty orders, he was in uniform and on shift during the accident,

he was using a TMD vehicle, the accident occurred on a road that was part of his patrol

route, and he was engaged in surveillance in support of TMD’s mission while on patrol.

Conversely, the Lopezes argue TMD’s interpretation of active duty status is overly broad

and would allow immunity for any activity of state military personnel during the period of

active duty orders. The Lopezes assert that Arreola’s job duties did not include stopping

at a convenience store and then causing an accident. Importantly, the Lopezes further

argue that Arreola was assigned only to patrol part of the Rio Grande River, not the entire

Rio Grande Valley as TMD asserts in its brief.

TMD included evidence with its plea to the jurisdiction and challenged the

existence of jurisdictional facts. Therefore, our review mirrors that of a summary judgment

and we will take as true all evidence favorable to the Lopezes. See Clark, 544 S.W.3d at

770–71. But the Lopezes did not attach any evidence to their response, leaving us to

decide this matter based on TMD’s evidence.

As an initial matter, we reject the Lopezes’ argument that immunity does not apply

because Arreola was not ordered to cause an accident. It is obvious in any negligence

claim involving a state agency that the agency did not intentionally order its employee to

commit a negligent act—an intentional tort would definitionally not be negligence.

However, Texas law treats suits against government employees for negligent acts as

8
suits against their employers for purposes of dismissing them under sovereign immunity.

See, e.g., Ngakoue, 408 S.W.3d at 356–57. Therefore, the fact Arreola committed a

negligent act does not in and of itself render him outside the scope of the statute for

immunity purposes. See id.

What’s more, if we considered the act taken by Arreola while driving as an

intentional and not negligent act, we would have to find that the TTCA does not waive

immunity. See TEX. CIV. PRAC. & REM. CODE ANN. § 101.057(2). Furthermore, the

§ 101.054 waiver exception applies to any claim arising from a servicemember’s

“activities” undertaken “when on active duty under the lawful orders of competent

authority.” Id. § 101.054. The phrase “under the lawful orders of competent authority”

modifies “on active duty,” not “activities.” Thus, for the exception to apply, the

servicemember must have been lawfully ordered to active duty by competent authority,

but the actual “activity” upon which the claim is based need not be specifically ordered by

competent authority. See id.

We now turn to the Lopezes’ second contention: that the stop at Stripes, far from

the Rio Grande River where Arreola was directed to patrol, put Arreola outside the scope

of the exception to the waiver of immunity. The San Antonio Court of Appeals recently

examined a similar fact pattern. See Tex. Mil. Dep’t v. Estrada, No. 04-25-00299-CV,

2025 WL 2408733, at *1 (Tex. App.—San Antonio Aug. 20, 2025, no pet.) (mem. op.). In

Estrada, a TMD private “was following orders to travel from a weapons check-out location

. . . to his assigned duty station” when he was involved in an accident with the plaintiffs.

TMD attached similar affidavits to the present matter establishing the private drove a TMD

vehicle, had active duty orders, and was considered on active duty at all times during his

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orders. Id. at *2. Our sister court concluded that the private’s activity fell within the scope

of § 101.054 because he was actively in the process of following orders to travel from one

station to another when the accident happened. See id. at *5. Though the plaintiffs argued

driving was a “ministerial duty” and thus not an activity, the appellate court held that the

exception did not “contain any language suggesting the Legislature intended to limit its

application to discretionary duties.” Id. at *4. TMD urges Estrada controls our decision

here.

While a helpful guidepost, the present matter can be distinguished. Here, unlike in

Estrada, Arreola did not cause the accident while actively following the orders of his

commanding officer. Arreola did obtain permission to stop at Stripes, but he was not

directly ordered to stop; furthermore, at the time of the collision Arreola had not been

directed to go from one specific location to another. Therefore, Estrada alone does not

resolve this matter.

Estrada is the only case we found examining this exception. We, like the San

Antonio Court of Appeals, must turn to the plain meaning of the words in the statute, and

agree with its conclusion “that the Legislature intended to withdraw the TTCA’s waiver of

immunity for claims arising from action that an active-duty member of the Texas state

military forces is engaged in pursuant to a lawful order from a qualified authority.” Id. at

*5. Therefore, we must determine whether Arreola’s stop at Stripes can be considered an

activity Arreola was engaged in pursuant to his lawful order.

To make this determination, we find it helpful to examine the personal comfort

doctrine. Arising in the worker’s compensation context, this doctrine provides that

employees that engage in activities ministering to their personal comfort do not leave the

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course of employment. See Emps. Cas. Co. v. Bratcher, 823 S.W.2d 719, 721 (Tex.

App.—El Paso 1992, writ denied). Visiting the bathroom while on the job has been held

as staying within the scope of employment and our sister court specifically noted “a

person who is on call twenty-four hours a day must have some time to eat, sleep and go

to the bathroom.” Id.

Quenching thirst or relieving hunger has likewise been held to be incidental to an

employee’s service and injuries sustained while doing these things are still considered

compensable and part of an employees’ service. See Berry Contracting, L.P., v. Mann,

549 S.W.3d 314, 326 (Tex. App.—Corpus Christi–Edinburg 2018, pet. denied); see also

Tex. Mut. Ins. Co. v. Jerrols, 385 S.W.3d 619, 626 (Tex. App.—Houston [14th Dist.] 2012,

pet. dism’d); Yeldell v. Holiday Hills Ret. & Nursing Ctr., Inc., 701 S.W.2d 243, 245 (Tex.

1985). Only true deviations from the scope of employment remove an employee from the

personal comfort doctrine, such as purchasing cigarettes or flashlight batteries, and tend

to be fact specific. See Mitchell v. Ellis, 374 S.W.2d 333, 335–36 (Tex. App.—Fort Worth

1963, writ ref’d); Hudiburgh v. Palvic, 274 S.W.2d 94, 98, 100–01 (Tex. App.—Beaumont

1955, writ ref’d n.r.e.); see also Am. Zurich Ins. Co. v. Miller, No. 01-22-00666-CV, 2023

WL 5535678, at *10 (Tex. App.—Houston [1st Dist.] 2023, pet. denied) (mem. op.)

(gathering cases).

The distinct departure doctrine is also helpful as a guide. This doctrine holds that

employees are generally within the scope of their employment when engaged in work-

related travel absent a distinct departure on a personal errand. See Zurich Am. Ins. Co.

v. McVey, 339 S.W.3d 724, 731 n.4 (Tex. App.—Austin 2011, pet. denied). The First

Court of Appeals held that a truck driver stopping during the course of his shift to buy food

11
and drink, and get cash to buy such food, did not depart from his job duties and combined

this doctrine with the personal comfort doctrine in making this analysis. See Miller, 2023

WL 5535678, at *9.

While neither of these doctrines are binding here, they guide our conclusion that

Arreola was engaged in an activity “of the state military forces when on active duty under

[his] lawful orders.” See TEX. CIV. PRAC. & REM. CODE ANN. § 101.054.4 In the present

matter at the time of the accident, Arreola was on shift, in uniform, using a TMD vehicle

and, per the record, had been patrolling for at least an hour. He obtained permission

during his shift from a commanding officer to partake in personal comforts such as using

the bathroom or obtaining food from the convenience store. See Bratcher, 823 S.W.2d at

721. Arreola’s temporary stop at Stripes would be held as personal comfort in the workers’

compensation context, and we see no reason here why this would not likewise be

considered part of Arreola’s activities while on patrol. See TEX. CIV. PRAC. & REM. CODE

ANN. § 101.054; Mann, 549 S.W.3d at 326.

The Lopezes contend Arreola traveled far from his patrol route and this took him

outside of the scope of his lawful orders. We disagree. For one, the record only shows

that Areola was actively engaged in patrolling at the time he detoured for personal comfort

to the only location, or the most frequented location, used by service members. But

regardless, distance is not weighed as heavily in the distinct departure doctrine as much

as the purpose of the departure. See Pinkus v. Hartford Cas. Ins. Co., 487 S.W.3d 616,

4 We express skepticism at TMD’s argument that by virtue of Arreola’s order that any act of

negligence he might commit during the length of his orders would be covered by the statute’s scope, but
we need not reach that issue here because we specifically find Arreola was engaged in an activity of the
state military forces when committing the alleged negligent act.
12
625 (Tex. App.—Dallas 2015, pet. denied) (finding distinct departure where employee

traveled away from hotel on a business trip to go to a family dinner). And even if we

assumed that Arreola was a significant distance from his route, this would not take him

outside the scope of his activities as a state military force member because, as the record

indicates, he remained on patrol while traveling for personal comfort.5 See McVey, 339

S.W.3d at 731 n.4.

The Lopezes also make much of the fact that Arreola’s commanding officer gave

him permission rather than ordered him to take a rest stop. While the lack of an order

limits the applicability of Estrada, we do not agree with the Lopezes’ narrow reading of

§ 101.054 that unless Arreola was following a specific narrow order that we cannot

consider him to be within the statute’s scope. See TEX. CIV. PRAC. & REM. CODE ANN.

§ 101.054. As the personal comfort doctrine guides us, Arreola was not outside the scope

of his patrol activities by mere fact that he stopped and took a restroom break. See

Bratcher, 823 S.W.2d at 721. Of further note, and even if we agreed with the Lopezes,

the accident occurred as Arreola was pulling back out into the roadway and resuming his

patrol activities—assuming such activities would have even ceased while Arreola was at

Stripes. This fact further supports our determination towards finding that Arreola was still

engaged in an activity of the state military forces when the accident occurred. See TEX.

CIV. PRAC. & REM. CODE ANN. § 101.054.

We further note that because the statute at issue uses the term “activities” it is

arguably broader than the typical scope of employment analysis. See id. The scope of

5 This jurisdictional defect cannot be cured with further factual development. See Martinez, 691

S.W.3d at 419.
13
military duties by nature take on a broader context than other analogous government

employees, such as law enforcement officers, due to soldiers being on duty twenty-four

hours a day as the record notes. Those on call for twenty-four hours a day are specifically

noted under the personal comfort doctrine as needing time to use the restroom or eat as

Arreola was doing here. See Bratcher, 823 S.W.2d at 721. The Texas Government

Code’s broad definitions of military duty and active duty also persuade us towards this

approach. See TEX. GOV’T CODE ANN. § 437.001(7), (9). We need not decide today

whether “activities of the state military forces” encompasses broader actions than that of

scope of employment but we note that the query as to what constitutes such activities is

inherently a fact-intensive case-by-case determination and that we do not establish a

bright-line rule by our holding.

In sum, we hold that this claim arises from the activities of the state military forces

because, at the time he committed the alleged negligent acts, Arreola was on active duty

pursuant to the orders of the adjutant general to assist JTF-OLS. See TEX. CIV. PRAC. &

REM. CODE ANN. § 101.054. He was on shift at the time of the accident and had stopped

for food and/or the restroom. We further hold that stopping for these purposes while on

shift does not take state military personnel outside the scope of their activities under the

statute. Therefore, we conclude that, even when construing the facts in a light most

favorable to the Lopezes, the waiver of immunity provided by the TTCA does not apply to

the negligence alleged in this case. See id. As we are bound to do, we construe the waiver

of immunity narrowly and affirm TMD’s sole issue. See Ngakoue, 408 S.W.3d at 353.

III. CONCLUSION

We reverse the trial court’s denial of the plea to the jurisdiction and render

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judgment dismissing the case for want of jurisdiction.

YSMAEL D. FONSECA
Justice

Delivered and filed on the
18th day of December, 2025.

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