Trial lawyers often file summary judgment motions. Most motions for summary judgment require supporting evidence. That evidence often takes the form of affidavit. An "affidavit" is "a statement in writing of a fact or facts signed by the party making it, sworn to before an officer authorized to administer oaths, and officially certified to by the officer under his seal of office. TEX. GOV'T CODE 312.011(1). A "jurat" is a certification by an authorized officer stating that the writing was sworn to before the officer. Perkins v. Crittenden, 462 S.W.2d 565, 568 (Tex. 1970). This is a jurat:

That is what happened in The Mansions in the Forest, L.P. v. Montgomery County, 365 S.W. 3d 314 (Tex.2012). In an affidavit in opposition to a summary judgment motion, the notary certification stated that the affiant acknowledged, rather than swore to, his statements. The opponent objected to the affidavit but not because it lacked a jurat. The trial court sustained the objections, excluded the affidavit, and granted summary judgment. The loser appealed, challenging the exclusion of the affidavit.

On appeal, the prevailing party raised a new objection to the affidavit, namely, that it lacked a jurat and was not sworn to or given under oath. The court of appeals affirmed the trial court's ruling based on the newly-raised "jurat" argument, holding that the lack of a jurat was a defense of substance, not of form, and, therefore, could be raised for the first time on appeal.

The Supreme Court reversed, holding that neither the Government Code nor Rule 166a requires an affidavit to contain a jurat but when the record lacks any indication that the purported affidavit was sworn to by the affiant, a witness statement is not an affidavit. Such defect is waived if not raised in the trial court.

Another issue trial lawyers sometimes confront in obtaining affidavits is that the witness does not have access to a notary. For example, this may occur when a witness is outside the United States. Federal law has long permitted unsworn declarations under penalty of perjury. 28 U.S.C. § 1746. Effective September 1, 2011, for cases filed on or after January 1, 2012, Texas law also permits an unsworn declaration under penalty of perjury to be used in place of a written, sworn declaration, verification, certification, oath or affidavit required by law. TEX. CIV. PRAC. & REM. CODE § 132.001.  To read Jadd Masso's blog on unsworn declarations, please click here

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