PD-0347-26 BERMUDEZ, BRIAN ALEX FROM HARRIS COUNTY - 14-24-00749-CR — DISSENTING STATEMENT FILED PRESIDING JUDGE SCHENCK [ PDF/212 KB ]
PD-0347-26 BERMUDEZ, BRIAN ALEX FROM HARRIS COUNTY - 14-24-00749-CR — DISSENTING STATEMENT FILED PRESIDING JUDGE SCHENCK [ PDF/212 KB ]
Texcrimapp
Texte intégral
IN THE COURT OF CRIMINAL APPEALS OF TEXAS NO. PD-0347-26 BRIAN ALEX BERMUDEZ, Appellant v. THE STATE OF TEXAS ON APPELLANT’S PETITION FOR DISCRETIONARY REVIEW FROM THE FOURTEENTH COURT OF APPEALS HARRIS COUNTY S CHENCK, P.J., filed a dissenting statement in which RICHARDSON and M C CLURE, JJ., joined. DISSENTING STATEMENT The decision below upheld the exclusion of testimony from the sole victim who had been proffered by the defense for the purpose of testifying that there was in fact no crime. Putting aside the obvious importance of that testimony to the
BERMUDEZ DISSENT–2 jury’s determination of guilt in this case, the decision poses basic and important questions surrounding the proper application of the rule governing exclusion of victims from the courtroom and the proper scope of remedy in the event of its violation. Either is serious enough to warrant review. I therefore dissent from our decision refusing the petition in this case and write separately to explain how I believe the rule should be applied in future cases. BACKGROUND Brian Alex Bermudez was indicted for assault family violence with a prior conviction, a second-degree felony. TEX. P ENAL CODE § 22.01(b-3)(2). Bermudez’s wife was identified by name as the victim in the indictment and on the record throughout the course of the proceedings. She was not cooperative with the prosecution from the outset and planned to testify that he never assaulted her. As the prosecution rightly concluded, the putative victim’s decision not to seek or assist with a prosecution does not control the determination of whether a crime occurred. It does, however, make the jury’s credibility assessment critical, if not dispositive of the resulting verdict. Before voir dire began, the State invoked the rule (Rule 614 of the Texas Rules of Evidence) to exclude witnesses from the courtroom. The rule provides, in relevant part,
BERMUDEZ DISSENT–3 At a party’s request, the court must order witnesses excluded so that they cannot hear other witnesses’ testimony. Or the court may do so on its own. But this rule does not authorize excluding: . . . (d) the victim in a criminal case, unless the court determines that the victim’s testimony would be materially affected by hearing other testimony at the trial. TEX. R. EVID . 614 (emphasis added). During the course of his trial, Bermudez called his wife from jail on a recorded line. During their conversation, they talked about the testimony of one of the State’s witnesses. The State learned of the phone call and moved the following morning to exclude her from testifying during the defense’s case-in-chief. Bermudez’s wife was questioned outside the presence of the jury, and she denied discussing specific testimony but conceded that she had “asked him, but he don’t tell me like too much.” The trial judge ruled that she would not be allowed to testify. The judge said that “[t]he problem occurs when [Bermudez] starts telling witnesses about other testimony. That becomes a problem. That’s what happened here. And for that reason, that witness is excluded.” The State never urged that the wife could be subject to the rule and did not seek or obtain a finding necessary to support that result. Unsurprisingly, the trial court did not make any findings about those issues prior to either the State’s motion to exclude her
BERMUDEZ DISSENT–4 testimony or its decision excluding her from testifying. Bermudez was convicted and filed a motion for new trial. In the motion, one of his allegations was that the trial court abused its discretion by excluding the victim’s testimony under the rule. The court of appeals held that the trial court did not abuse its discretion. Bermudez v. State, No. 14-24-00749-CR, 2026 WL 1099496, at *10 (Tex. App.—Houston [14th Dist.] Apr. 23, 2026, pet. filed) (mem. op., not designated for publication). I. DISCUSSION A. The Plain Language To be sure, the State asked the trial court to order her excluded so that she could not hear other witnesses’ testimony. Id. The trial court granted that request. So far so good. But, while subsection (a) of the rule applies to all witnesses, subsection (d) specifically deals with victims in a criminal case. TEX. R. EVID. 614(d). There was no doubt that she was the alleged victim1 and that, therefore, subsection (d) applied. Under that provision, the trial court was required to determine 1 As noted, Bermudez’s wife was identified in the indictment and in open court on the record as such.
BERMUDEZ DISSENT–5 whether “the victim’s testimony would be materially affected by hearing other testimony at the trial” before she could be excluded. Id. This did not happen. As noted, the trial judge later excluded her testimony because Bermudez telling her about another witness’ testimony was “a problem.” No doubt, but that is no application of subsection (d). The trial court was required to determine whether her testimony would have been “materially affected by hearing other testimony at the trial” before she could even become subject to the rule in the first instance. Id. Absent such a determination or some order sealing the proceedings for cause,2 she was as free as any other member of the public to attend the trial, take notes, create artistic renditions of the participants, and share them on the evening news or social media. See Richmond Newspapers, Inc. v. Virginia, 448 U.S. 555 (1980) (public and press share same right of access to criminal proceedings). B. Preservation of Error 2 There will be rare cases where the courtroom may be closed or observers may be barred from sharing details for purposes of protecting national security, trade secrets, or the identity of certain witnesses. See Stamicarbon, N.V. v. Am. Cyanamid Co., 506 F.2d 532, 540 n.11 (2d Cir. 1974); In re Samsung Telecommunications of Am., Inc., Nos. 05-99-01949-CV & 05-99-01960-CV, 1999 WL 1081387, at *1–2 (Tex. App.—Dallas Dec. 2, 1999, no pet.) (mem. op., not designated for publication) (reviewing an order by Judge David Evans requiring observers of trade-secret proceedings to leave or sign a confidentiality agreement sustained on appeal and in collateral federal proceedings). This was not such a rare case and was thus subject to the general rule of access. See Globe Newspaper Co. v. Superior Court of Massachusetts for Norfolk Cnty., 457 U.S. 596, 607 (1982); Press-Enter. Co. v. Superior Court of California, Riverside Cnty., 464 U.S. 501, 503 (1984).
BERMUDEZ DISSENT–6 There is no authority supporting the proposition that a defendant in Bermudez’s posture must object at trial to preserve his “complaint” for appellate review or suggesting that the text of the rule does not govern its own application. On the contrary, the rule’s application and objection requirements have tracked the text, though some loose language in one of our past applications may have given rise to confusion here. In Kelley v. State, 817 S.W.2d 168, 172 (Tex. App.—Austin 1991, pet. ref’d), the Austin Court of Appeals dealt with a witness who was not a victim. Id. Subsection (c) of the rule provides a further exception from its sequestration effect for “a person whose presence a party shows to be essential to presenting the party’s claim or defense.” TEX. R. EVID . 614(c) (emphasis added). The argument in Kelley was whether the trial court had abused its discretion in accepting as sufficient the State’s contention that the lead investigator’s presence to assist in the presentation of other evidence was necessary to permit the presentation of the State’s case. Kelley, 817 S.W.2d at 847. Because the State was required to pursue a ruling supporting the exception and, evidently, did make such an adequate showing, the Austin Court of Appeals unsurprisingly affirmed in keeping with the plain text. This Court cited Kelley with approval in our opinion in Moore v. State, 882 S.W.2d 844 (Tex. Crim. App. 1994), another case involving the sequestration of a witness
BERMUDEZ DISSENT–7 who was not the victim but was a testifying State expert and thus subject to the opposite default of exclusion once the rule was invoked. Instead of showing that the expert’s presence was “essential” to the State’s presentation of the case, the State urged (and the trial court found) only that the expert’s presence would be “expedient.” Id. at 848. After noting, critically, that the rule was no longer discretionary with the trial court, we cited Kelley for the proposition that “the party seeking an exception under Rule [614] has the burden of showing that one of the enumerated sections is met.” Id. at 848 (emphasis added). Obviously, the “exception” at issue in Kelley and Moore would be to the default rule exclusion of the witness at issue from the courtroom. As “expediency” was not sufficient to allege, much less prove, that the State’s witness was “necessary to a proper presentation of the State’s case,” we found error but, notably, no abuse of discretion in allowing the jury to nevertheless hear from the witness. In Russell v. State, 155 S.W.3d 176, 180 (Tex. Crim. App. 2005), the case cited by the court of appeals in this case, we applied Moore. Bermudez, 2026 WL 1099496, at *7. And again, as in Moore, it was the State urging an exception to the operation of the rule to permit a police sergeant who was the primary homicide investigator to remain under subparagraph (c). Russell, 155 S.W.3d at 180. The party seeking the exception under that paragraph is hoping to permit the witness to
BERMUDEZ DISSENT–8 remain, as the result otherwise directed under the text is exclusion. As I noted, the rule is exactly opposite as to victims. The rule properly invoked does not apply to bar a victim from the courtroom at all “unless the court determines that the victim’s testimony would be materially affected by hearing other testimony.” TEX. R. EVID . 614(d). If a party wishes to move the rule from its default position—of permitting a victim’s presence in the courtroom and preserving her right to later testify despite that presence—that party must so urge, so justify, and obtain the necessary finding. This is plain under the rule’s text and by operation of the statute governing its application. TEX. CODE C RIM. P ROC . art. 36.03(b) (creating a rule requiring an offer of proof to explain why a victim should be excluded). Here, the State did not urge—and in all events the trial court did not find— that the victim’s testimony would be materially affected by hearing other testimony. That is, the trial court did not find before or even after the supposed “violation” that any subsequent contact the victim had relative to the other witness’ testimony would “materially affect her testimony” as would be necessary to bar her access. This would be true, regardless of whether the offending contact came from her observation in person in the courtroom or, as here, by conversation about testimony of another witness.
BERMUDEZ DISSENT–9 Bermudez was obliged as the proponent of the evidence to establish the relevance of his wife’s testimony. See TEX. R. EVID . 402. It seems painfully obvious that he cleared that hurdle given that her status as the “victim” elevates her testimony as a matter of law to presumptively forbid application of the rule to her and assure her access to the live proceedings. Having thus established the testimony’s threshold relevance, that evidence by plain text of the rules of evidence is “admissible unless” by timely and specific objection, the opponent, shows that the evidence is inadmissible under “the United States or Texas Constitution, a statute, the[] rules [of evidence], or other rules prescribed under statutory authority.” See id. (citation modified) (emphasis added). While a witness called to provide relevant testimony might be excluded under the rule for this purpose, the burden would first fall on the party making the objection to show that the rule applied. That did not happen here. Accepting the fact that a judge’s ruling prohibiting testimony might be nevertheless affirmed for an exercise of discretion regardless of the reasoning offered during the objection, to do so here would require accepting that the judge both silently and retroactively found the witness properly subject to the rule of exclusion from the courtroom and properly selected a remedy to redress the “violation.”
BERMUDEZ DISSENT–10 That is seriously problematic given (1) the text requiring the judge to determine that the victim is covered by the rule at the time it is invoked (or certainly ever), (2) the impact on the party’s right to a fair trial before a jury equipped to render a verdict on the basis of the relevant evidence, (3) Bermudez’s other constitutional rights to the compulsory attendance of witnesses and to present a defense, and perhaps (4) his wife’s constitutional rights as well. See Roberts v. Mentzer, 382 Fed. Appx. 158, 164 (3d Cir. 2010) (recognizing right to appear and give true testimony as witness in legal proceeding is guaranteed by Free Speech Clause of the First Amendment); Bonner v. Beto, 373 F.2d 301 (5th Cir. 1967) (holding Texas statute prohibiting co-principal from appearing as witness violates due process). To me, all of this suggests that no objection from Bermudez was required to preserve “error” as none of this was Bermudez’s burden in the first instance. On the contrary it was the State’s (or the judge’s) burden to urge (or “determine”) that the victim was subject to exclusion from the trial proceedings.3 3 As noted, in Moore, 882 S.W.2d at 848, we cited the Austin Court of Appeals for the assertion that the burden lies with the opponent of the exclusion of a witness from the courtroom to show that a witness should not be excluded. Id. (citing Kelley, 817 S.W.3d at 172). We repeated that conclusion in Russell, 155 S.W.3d at 180. But none of those cases involved exclusion of the testimony of a victim (or anyone else) who would be excluded from the reach of the rule by operation of its own text, or at least absent affirmative findings by the judge.
BERMUDEZ DISSENT–11 Further, I do not think defendants must present separate objections and separate arguments relative to each part of the analysis that ultimately turns on only the issue of whether the exclusion of a key witness like this—the victim who would have testified that she was not assaulted, the crime Bermudez was accused of committing—was an abuse of discretion. The rule in practice and reason is well grounded, but it pales alongside the right to the compulsory presence of witnesses and to present a defense. II. THE MERITS-PRECLUSIVE REMEDY Putting aside for the moment the questions of whether the victim was subject to the rule at the time of the supposed illicit conversation and who was required to determine (or urge the determination) of the default position that she should not be excluded from the courtroom under the rule, we would still face the question of the remedy for any actual or claimed violation and resulting harm. The rule, of course, “does not [even] mention what, if any, sanctions a trial court should impose for violations of the rule.” Bell v. State, 938 S.W.2d 35, 50 (Tex. Crim. App. 1996) (emphasis added). Here, the trial court selected a remedy that operates to the opposite effect of the presumption of the text of the rule it applied and, in my view, numerous constitutional rights of Bermudez and, perhaps, his wife. This alone would be sufficient to warrant a reversal for abuse of discretion
BERMUDEZ DISSENT–12 as a trial court has no discretion to ignore the governing law. See Cameron v. State, 241 S.W.3d 15, 20 (Tex. Crim. App. 2007) (a trial court abuses its discretion when it misapplies the law); see also State v. Herndon, 215 S.W.3d 901, 906 (Tex. Crim. App. 2007). And, regardless of the effect of the legal error, the remedy chosen here would require reversal in any case in view of the effect on Bermudez’s constitutional right to present a meaningful defense. In Webb v. State, 766 S.W.2d 236 (Tex. Crim. App. 1989), we followed the approach set out by the United States Supreme Court in Holder v. United States, 150 U.S. 91 (1893), and explained the appellate framework we would use to analyze these claims: A reviewing court will determine: (1) if the rule was violated and the witness disqualified, were there particular circumstances, other than the mere fact of the violation, which would tend to show the defendant or his counsel consented, procured or otherwise had knowledge of the witness’s presence in the courtroom, together with knowledge of the content of that witness’s testimony; and (2) if no particular circumstances existed to justify disqualification, was the excluded testimony crucial to the defense. In applying the test to the facts of this case, we are guided by balancing the benefit of upholding the ruling against the detriment or cost to appellant arising from that ruling, with particular concern as to the circumstances surrounding the trial court’s decision to disqualify the witness. Webb, 766 S.W.2d at 245 (citation modified).
BERMUDEZ DISSENT–13 A. Error First, despite our comprehensive addressing of how to analyze these claims, I do not believe the Webb standard fully addresses the issue in this case because Bermudez’s wife was the victim, and as I previously noted, that means, as the rules drafters acknowledged in the text, the trial court must “determine[] that the victim’s testimony would be materially affected by hearing other testimony at the trial.” TEX. R. EVID . 614(d). Ignoring the prospective tense (would be) and its obvious implication that the determination has to be made by the judge and before the supposed violation, see supra, surely it would be incumbent on the “the trial court to make that determination” at some point prior to excluding the witness’ testimony. It does not appear that Bermudez’s wife’s testimony would have been materially affected by hearing about some of the testimony of a State’s witness. She had always planned to testify for the defense and to say that Bermudez never assaulted her. This is sufficient to show error. Also, before invoking exclusion as a remedy as part of its discretion, a trial court must consider alternative sanctions. Webb, 766 S.W.2d at 244. For example, allowing the State to cross-examine the witness about the rule violation, giving the jury a cautionary instruction, or initiating contempt proceedings, but none of those
BERMUDEZ DISSENT–14 were considered here. Id. (contempt); id. at 241 (cross-examination). The trial court thus failed to “consider both the benefit and detriment flowing from the order of disqualification” and likely abused its discretion for that reason. Id. at 244. Here, I think lesser measures should have been employed and that exclusion of her testimony was too extreme to justify regardless of any other concerns. Specifically, I believe the State should have been allowed to impeach her about the violation and/or instruct the jury to evaluate her credibility relative to any testimony she gave that might have been shaded by her learning of other testimony. B. Harm The trial court also failed to “weigh[] or balance[] the interests of both the State and the accused in a fair proceeding” because it did not weigh Bermudez’s right to the compulsory attendance of witnesses and right to put on a defense. Id. That weighing process requires “considering the relative strength of the testimony, the importance or ‘crucial’ nature of the issue upon which it is offered, and the extent to which it is cumulative of other evidence in the case.” Id. On the other hand, “the benefits of disqualification include avoiding the risk that the party proferring the testimony either intentionally or negligently violated the rule through the actions of accused, counsel or witness; or that the witness’s testimony will be tainted by exposure to other testimony or discussion.” Id.
BERMUDEZ DISSENT–15 Here, Bermudez’s wife’s testimony was crucial and not cumulative. In fact, it would have been some of the only evidence that Bermudez did not assault his wife. But I concede that the strength of her testimony would have been limited given the other evidence that the assault took place and that the rule was at least negligently, if not intentionally, violated through Bermudez’s conduct, but as I already concluded, I do not believe the victim’s testimony would have been tainted by exposure to the State’s witness’ testimony, and that she should have been allowed to testify while the trial court employed other sanctions.4 CONCLUSION With these comments, I dissent from the Court’s refusal of Bermudez’s petition for discretionary review. Filed: October 15, 2026 Publish 4 As an aside, I will ask if closing a criminal trial to the general public amounts to structural error pretermitting any need of conducting harm analysis, and I wonder how it might be that closing it to the accused’s own spouse (see Rule 614(a) governing civil proceedings) in a criminal case when she is the “victim” (Rule 614(d)) could be any less serious.
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