Professional Documents
Culture Documents
Pete v. 1501
Pete v. 1501
1501’s characterization of the evidence it cites confirms that it cannot satisfy the standard
to take Perez’s deposition. According to 1501, Perez has the requisite knowledge to justify an apex
deposition under the standard in Crown Cent. Petroleum Corp. v. Garcia, 904 S.W.2d 125 (Tex.
1995), because she (1) signed interrogatory responses, (2) communicated with Pete’s counsel
during settlement negotiations and the accounting reconciliation, and (3) was involved with the
release of “Something for Thee Hotties.” Even if true, 1501’s allegations suggest Ms. Perez has,
at most, some knowledge of the relevant facts. But that is not the standard. Crown Central demands
alternatives. Because 1501 cannot satisfy either prong on the current record, the Court should grant
Pete’s Motion for Protective Relief and quash 1501’s notice of deposition.
LEGAL STANDARD
In Crown Central, the Texas Supreme Court elucidated the “guidelines for depositions of
persons at the apex of the corporate hierarchy.” In re Am. Airlines, Inc., 634 S.W.3d 38, 41 (Tex.
2021) (quoting Crown Central, 904 S.W.2d at 126, 128). “A party initiates the Crown Central
guideline proceedings by moving for protection and filing the corporate official’s affidavit denying
any knowledge of relevant facts. In re Alcatel USA, Inc., 11 S.W.3d 173, 175 (Tex. 2000). Upon
filing of the affidavit, a trial court may not allow the deposition to proceed unless the party seeking
discovery “arguably show[s] that [the apex officer] possesses unique or superior personal
knowledge or [the party seeking discovery] first made a good-faith, but less than fruitful, attempt
to obtain discovery through less intrusive means.” Am. Airlines, 634 S.W.3d at 41.
ARGUMENT
I. Pete Has Standing To Protect Her Manager From 1501’s Burdensome Litigation
Tactics
1501 argues that Pete lacks standing to object to 1501’s repeated efforts to harass her
manager, Perez. (Opp. 2.) Not so. 1501’s discovery tactics affect Pete because they impede Perez’s
ability to represent Pete and implicate Pete’s right to prevent her representative from disclosing
Texas Rule of Civil Procedure 192.6(a) states, “A person from whom discovery is sought,
and any other person affected by the discovery request” may move for protective relief. Pete
readily satisfies this standard because the burden on Perez hampers her ability to represent Pete’s
interests and, separately, implicates Pete’s right to assert attorney-client privilege over
communications between her representative and counsel. Specifically, Perez serves as the CEO of
Roc Nation, Pete’s management agency, and is responsible for promoting Pete, as well as
identifying opportunities to enhance her image, reputation, and earnings. Perez is extremely busy
working for Pete and other Roc Nation artists. As discussed in Pete’s opening brief, preparing and
sitting for a deposition would cut into the time Perez can spend advancing Pete’s interests. Thus,
contrary to 1501’s assertion, the discovery requests on Perez, necessarily affect Pete.
1501’s arguments regarding burden are completely off base. For example, 1501 cites
Perez’s declaration about the burden she faces to suggest that Pete is unaffected and thus lacks
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standing. Nonsense. Perez’s declaration did not purport to address—and cannot be read to
nullify—Pete’s burden. Rather, it was offered to invoke the apex doctrine. Perez had no reason to
comment on the burden her client would face, and her affidavit does not support the negative
1501’s reliance on dicta from In re State Farm Mut. Auto. Ins. Co., 982 S.W.2d 21, 24 (Tex.
App.—Houston [1st Dist.] 1998) (Opp. ¶ 41) is also no help to it. That decision is distinguishable
and unpersuasive. In State Farm, plaintiff sued an insurance carrier for denial of benefits. Id. at 23.
The carrier countersued, alleging that plaintiff and her lawyer colluded to stage an auto accident
to fraudulently collect benefits. Id. In discovery, the defendant sought, among other things, the
lawyer’s financial records from a third-party bank, and the trial court denied the request. Id. at 22-
23. On review, the appellate court ordered production of the documents. Id. at *24. In doing so,
the court discussed plaintiff’s burden in only two sentences: “No undue burden would be placed
on [the law firm] because the records are not his. They are possessed and owned by banks.” Id.
This case is a far cry from State Farm. 1501 does not seek document production. Instead,
it seeks to depose Perez on a litany of topics over the course of several hours. Therefore, the State
Farm court’s cursory discussion of burden is inapposite. What is more, Pete and Perez’s
relationship is markedly different from that between a lawyer and his bank. Whereas a bank has a
large bevy of customers, Roc Nation is a discriminating agency that only works with the most
talented artists in the world, such as Pete. The relationship is necessarily personal and intimate.
Perez, as her representative, actively promotes Pete’s interests worldwide. While a client would
not ordinarily be affected by a bank’s production of internal records, deposing Perez would
necessarily limit the time she has to advance Pete’s—and a fortiori 1501’s—interests.
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Finally, Pete has standing to seek protective relief given 1501’s intention to question Perez
on topics that are likely privileged. (See Opp. ¶¶ 11-23.) It is black-letter law that “a client has a
privilege … to prevent any other person from disclosing confidential communications made to
facilitate the rendition of professional legal services to the client.” Tex. R. Evid. 503(b)(1). Here,
Perez is a “client representative” under Texas Rule of Evidence 503(a)(2)(A). And Pete has
authorized Perez to represent her in connection with a variety of matters, including obtaining legal
services and advice and acting for Pete based on the “legal advice rendered.” Id. 1501 admits as
much, characterizing Perez “as a conduit and representative for [Pete] in key contractual matters.”
(Opp. ¶ 23.) Indeed, according to 1501, Perez’s services for Pete included working “with multiple
lawyers” in negotiating the Settlement Agreement (id. ¶¶ 11-13), communicating with Pete’s
attorney during the accounting reconciliation (id. ¶ 15), and communicating with Mr. Liles about
Conspicuously, 9 of 1501’s 16 exhibits are communications from Pete’s counsel that were
made in connection with the rendition of legal services.1 See, e.g., In re Fairway Methanol LLC,
515 S.W.3d 480, 489 (Tex. App.—Houston [14th Dist.] 2017, no pet.) (“[T]he language of Rule
503(b) does not require that the primary purpose of the communication be to facilitate the rendition
of legal services; it only requires that the communication be made to facilitate the rendition of
legal services.”). Just as 1501 has no right to question Pete about such communications, 1501
1 See Opp., Ex. 2 (MTS_0002206) (email from MTS’s counsel discussing a text exchange …);
Ex. 3 (MTS_0002220) (letter from MTS’s counsel to Mr. Liles …); Ex. 7 (MTS_0001080) (March
30, 2021 email from MTS’s counsel to 1501’s counsel …); Ex. 8 (MTS_0001166) (April 2021
emails from MTS’s counsel to 1501’s counsel …); Ex. 9 (MTS_0001190) (email correspondence
from MTS’s counsel to 1501’s counsel …); Ex. 10 (MTS_0001452) (email from MTS’s counsel
to 1501’s counsel …); Ex. 11 (1501_00000046) (letter from MTS’s counsel to 1501’s counsel …);
Ex. 12 (1501_00024951) (email from MTS’s counsel …); Ex. 14 (MTS_0004032) (letter from Mr.
Friedman [Pete’s attorney] to 1501 …).
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equally has no right to question Pete’s representatives about such communications. See, e.g., In re
DuPont de Nemours & Co., 136 S.W.3d 218, 225 (Tex. 2004) (holding that trial court abused its
discretion because communications between client’s representatives and counsel were prima facie
privileged); Boales v. Brighton Builders, Inc., 29 S.W.3d 159 (Tex. App.—Houston [14th Dist.]
2000, pet. denied) (affirming protective order where party seeking third-party deposition sought
Thus, 1501’s standing argument fails. Pete has a cognizable interest in this matter, and,
accordingly, the Court should adjudicate the merits of Pete’s motions for protective relief.
II. Because 1501 Has Failed To Make The Requisite Showing Under Crown Central, The
Court Should Grant Pete’s Motion
1501 contends that it has made the requisite showing under Crown Central because, based
on the exhibits attached to its opposition, Perez has some knowledge of relevant facts. But 1501
miscomprehends the applicable standard. Texas law is clear that some knowledge is not enough.
1501 must instead show that Perez has “unique or superior personal knowledge” relative to other
witnesses. Because it does not attempt a comparative showing, and falls short of establishing
“unique or superior personal knowledge,” the Court should not allow 1501 to continue using
Once the apex doctrine is invoked, a trial court may not allow the deposition to proceed
unless the party seeking discovery “show[s] that [the deponent] possesses unique or superior
personal knowledge or [that the party seeking discovery] first made a good-faith, but less than
fruitful, attempt to obtain discovery through less intrusive means.” Am. Airlines, 634 S.W.3d at 41.
“[U]nique or superior knowledge” means a showing “beyond mere relevance, such as evidence
that a high-level executive is the only person with personal knowledge of the information sought
or that the executive arguably possesses relevant knowledge greater in quality or quantity than
08986-00003/13818462.4 5
other available sources.” Crown Central, 905 S.W.2d at 126 (quoted Opp. ¶ 43) (emphasis added).
To meet this standard, 1501 must therefore engage in a comparative assessment or demonstrate
that Perez is the only individual with personal knowledge. See, e.g., Alcatel, 11 S.W.3d at 179. It
In particular, 1501 does not argue that it has sought to obtain the desired information
through less intrusive means. Given its strategic decision not to brief that issue, 1501’s request to
depose Perez turns entirely on whether it has shown that she has “unique or superior personal
knowledge.” On the current record, 1501 cannot make that showing because Crown Central
requires a comparative analysis between an apex deponent and non-apex deponent, which 1501
For example, in Alcatel, like here, the party seeking discovery did not argue that the apex
deponent was the only source of knowledge. See id. at 174-176. Also, like here, the party did not
explain why it could not obtain comparable information from non-apex deponents. See id. at 179.
Consequently, in ruling that the trial court abused its discretion in allowing the deposition to
proceed, the Texas Supreme Court specifically identified plaintiff’s failure “to identify any
relevant information that it seeks from [the apex deponent] that it attempted and failed to obtain”
As in Alcatel, 1501 does not attempt a comparative inquiry. For that reason, 1501 has not
carried its burden under Crown Central. Regardless, 1501’s characterization of its own exhibits
shows that Perez’s knowledge is not unique. (See, e.g., Opp. ¶ 11 (“Perez, along with multiple
lawyers and other professionals, were heavily involved in the negotiation of the Settlement
Agreement, the terms of which are key to many of 1501’s defenses and counterclaims.”).) The
evidence merely shows Perez’s “involvement.” (Id. ¶ 12 (“The documents produced to date in
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discovery show the direct involvement of Desiree Perez and Roc Nation in the Settlement
Agreement discussions.”).)
Instead, 1501 argues that Perez (1) was involved in the interrogatory responses, (2)
communicated with Pete’s counsel during settlement negotiations and accounting reconciliation,
and (3) played a minor role in the release of “Something for Thee Hotties.” None of these
First, 1501 acknowledges that Pete is familiar with the interrogatories (Opp. ¶ 33) and has
knowledge of the facts stated. But it doesn’t explain why it believes that Perez has “knowledge
greater in quality or quantity than other available sources,” Crown Central, 905 S.W.2d at 126
Second, concerning the settlement negotiations, 1501 again does not argue that Perez has
exclusive knowledge of those events or an understanding “greater in quality or quantity” than other
potential deponents. A fair reading of 1501’s opposition shows that, at most, Perez has some
knowledge. But absent a comparative inquiry, 1501 cannot show that her knowledge is superior to
what other individuals know. And regarding the accounting reconciliation, 1501 offers a
conclusory assertion that Perez must have “personal knowledge of how much” Pete has made
because “Roc Nation’s fee is based on a percentage of” Pete’s gross income.” (Opp. ¶ 28.) But
1501’s reliance on Perez’s position within Roc Nation is the precise mischief Crown Central and
its progeny seek to avoid and thus does not satisfy 1501’s burden. See, e.g., Alcatel, 11 S.W.3d at
177 (“Allowing apex depositions merely because a high-level corporate official possesses apex-
level knowledge would eviscerate the very guidelines established in Crown Central. Such evidence
is too general to arguably show the official’s knowledge is unique or superior.”); Harding v. Cty.
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of Dall., 2016 U.S. Dist. LEXIS 177937, at *23 (N.D. Tex. 2016) (holding that “conclusory
Third, regarding the album release, 1501 acknowledges that other individuals, including
people at 300, were involved in the “release of ‘Something for Thee Hotties’ and the surrounding
discussions.” (Opp. ¶ 47.) Again, 1501 does not attempt to show that Perez has greater knowledge
than these other individuals. Rather, without explanation, it asserts, “the depth of [Perez’s]
involvement with this case alone satisfies the ‘unique of superior knowledge’ requirement.” (Id.
Fourth, 1501’s own authority suggests the deposition is inappropriate. (See Opp. ¶¶ 4, 47
(citing Boales v. Brighton Builders, Inc., 29 S.W.3d 159 (Tex. App.—Houston [14th Dist.] 2000,
pet. denied)). For example, in Boales, the trial court entered a protective order prohibiting a
deposition under the apex doctrine. 29 S.W.3d at 168. On review, the appellate court held that the
apex doctrine did not apply. Id. Notably, the appellate court affirmed the trials court’s entry of a
protective order, holding that the trial court correctly entered a protective order because the party
seeking discovery sought to invade the attorney-client privilege by questioning the individual
about contractual negotiations. See id. That is the situation before the Court.
As discussed above, Perez is Pete’s representative. Perez is authorized to act on her behalf,
including with respect to working with Pete’s lawyers to resolve legal issues. Texas law protects
communications between a client’s representative, such as Perez, and the client’s attorney. See
Tex. R. Evid. 503. 1501 makes clear that it intends to ask Perez about contractual negotiations
based on its heavy reliance on emails from Pete’s counsel. See supra, note 1 (collecting
communications from Pete’s counsel that 1501 relies upon). Even assuming 1501 made the
required showing to depose Perez (it hasn’t), it does not follow that 1501 has a right to interrogate
08986-00003/13818462.4 8
Perez on privileged matters. See, e.g., Boales, 29 S.W.3d at 169 (“[T]he legal advice given to Perry
Homes employees and to the Perry Homes vice president during contract negotiations with
Wimpey likely are protected by the lawyer-client privilege…. Because the evidence sought by
appellants likely is significantly protected by the lawyer-client privilege, the trial court did not
Finally, 1501’s other arguments are entirely off base, bordering on nonsensical. For
example, 1501 argues that “the doctrine may be invoked only when the deponent has been noticed
for deposition because of his corporate position.” (Opp. ¶ 44 (emphasis in original; quotation
marks omitted).) “By way of example, if the president of a Fortune 500 corporation personally
witnesses a fatal car accident, he cannot avoid a deposition sought in connection with a resulting
wrongful death action because of his ‘apex’ status.” (Id. (quotation marks omitted).) Here, by
contrast, Perez’s purported involvement in this case depends entirely on her position at Roc Nation.
The bottom line is that 1501 has not satisfied its burden under Crown Central to take
Perez’s deposition.
CONCLUSION
For the reasons stated above and in Pete’s opening brief, 1501 fails to make the requisite
showing, despite having a second bite at the apple. In short, 1501 makes no attempt to hew to the
procedural path, which (along with other inappropriate litigation tactics 2) evinces its improper
basis for seeking to depose Perez. The Court should grant the protective order because 1501 has
2
1501’s speculations about Quinn Emanuel’s involvement (see, e.g., Opp. 3 n.3, 5, 12) are
unwarranted and irrelevant. Pete’s choice of counsel has no bearing on the propriety of 1501’s
request to depose Perez. 1501’s decision to engage in rank speculation rather than engage with the
merits further evinces its improper motivations.
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not shown that Perez has “unique or superior personal knowledge” and 1501 has not made a good
Emiliano D. Delgado
Texas Bar No. 24126388
emilianodelgado@quinnemanuel.com
300 W. 6th Street, Suite 2010
Austin, TX 78701-3901
Phone: (737) 667-6100
Fax: (737) 667-6110
08986-00003/13818462.4 10
CERTIFICATE OF SERVICE
I hereby certify that on this 16th day of January, 2023, I electronically filed the
ORDER with the Clerk of the Court using the electronic filing system which will send notification
08986-00003/13818462.4 11
Automated Certificate of eService
This automated certificate of service was created by the efiling system.
The filer served this document via email generated by the efiling system
on the date and to the persons listed below. The rules governing
certificates of service have not changed. Filers must still provide a
certificate of service that complies with all applicable rules.
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