Justia Civil Procedure Opinion Summaries

The Board of Ethics (“Board”) filed formal charges against respondents, Walter Monsour and Jordan Monsour. Respondents filed separate motions for summary judgment with the Ethics Adjudicatory Board (“EAB”), seeking dismissal of the charges and attaching exhibits in support of their motions for summary judgment. The Board opposed the motions and attached exhibits in support of its opposition. Respondents filed a reply memorandum, arguing the exhibits attached to the Board’s opposition did not constitute competent evidence because they were unsworn, unverified, and not self-proving. The EAB denied respondents’ objections to the Board’s exhibits and admitted them into evidence. At the end of the hearing, the EAB took the motion for summary judgment under advisement. Respondents sought supervisory review of the ruling admitting the exhibits into evidence. The court of appeal found the EAB erred in admitting the Board's exhibits, because these exhibits did not meet the requirements of La. Code Civ. P. arts. 966 and 967. Accordingly, the court reversed the EAB’s ruling and remanded for further proceedings. Two judges dissented in part, and would have allowed the Board, on remand, to submit competent evidence prior to a ruling on the motion for summary judgment. The Louisiana Supreme Court concluded the evidence produced in connection with motions for summary judgment in these administrative proceedings had to conform to the same requirements applicable to civil proceedings. Accordingly, the Court affirmed the judgment of the court of appeal and remanded the case to the EAB for further proceedings. View "Board of Ethics in the Matter of Jordan Monsour & Walter Monsour" on Justia Law

The Board of Ethics (“Board”) filed formal charges against respondents, Walter Monsour and Jordan Monsour. Respondents filed separate motions for summary judgment with the Ethics Adjudicatory Board (“EAB”), seeking dismissal of the charges and attaching exhibits in support of their motions for summary judgment. The Board opposed the motions and attached exhibits in support of its opposition. Respondents filed a reply memorandum, arguing the exhibits attached to the Board’s opposition did not constitute competent evidence because they were unsworn, unverified, and not self-proving. The EAB denied respondents’ objections to the Board’s exhibits and admitted them into evidence. At the end of the hearing, the EAB took the motion for summary judgment under advisement. Respondents sought supervisory review of the ruling admitting the exhibits into evidence. The court of appeal found the EAB erred in admitting the Board's exhibits, because these exhibits did not meet the requirements of La. Code Civ. P. arts. 966 and 967. Accordingly, the court reversed the EAB’s ruling and remanded for further proceedings. Two judges dissented in part, and would have allowed the Board, on remand, to submit competent evidence prior to a ruling on the motion for summary judgment. The Louisiana Supreme Court concluded the evidence produced in connection with motions for summary judgment in these administrative proceedings had to conform to the same requirements applicable to civil proceedings. Accordingly, the Court affirmed the judgment of the court of appeal and remanded the case to the EAB for further proceedings. View "Board of Ethics in the Matter of Jordan Monsour & Walter Monsour" on Justia Law

The issue in this case was whether a revocation clause, contained within a notarial testament that was found to be void for failure to include an attestation clause, could be valid as an authentic act and thereby revoke two prior testaments, resulting in an intestate succession. Charles Harlan died on November 26, 2015, survived by his second wife, Xiaoping Harlan, and his four adult children from his first marriage. The children filed a petition in the district court, seeking to have the decedent’s March 9, 2000 testament filed and executed and to have Hansel Harlan named as executor of the succession; Xiaoping filed a petition to nullify the probated March 9, 2000 testament, to have Hansel removed as executor, and to have herself appointed as administratrix of the succession. Xiaoping further sought to file a purported notarial testament, executed on June 5, 2012 and containing a revocation of all prior testaments, along with a March 1, 2014 codicil. The district court found no valid revocation. The appellate court ruled that the invalid testament nevertheless met the requirements of La. C.C. art. 1833 so as to qualify as an authentic act, capable of revoking prior testaments pursuant to La. C.C. art. 1607(2). The Louisiana Supreme Court concluded the appellate court erred in reversing those parts of the February 24, 2016 and the June 6, 2016 district court judgments, which found that the invalid 2012 testament did not contain a valid authentic act that revoked the March 9, 2000 and the May 24, 2007 testaments, and the appellate court erred in rendering judgments holding that the March 9, 2000 and the May 24, 2007 testaments were revoked by the absolutely null 2012 testament. View "Succession of Charles George Harlan" on Justia Law

The issue in this case was whether a revocation clause, contained within a notarial testament that was found to be void for failure to include an attestation clause, could be valid as an authentic act and thereby revoke two prior testaments, resulting in an intestate succession. Charles Harlan died on November 26, 2015, survived by his second wife, Xiaoping Harlan, and his four adult children from his first marriage. The children filed a petition in the district court, seeking to have the decedent’s March 9, 2000 testament filed and executed and to have Hansel Harlan named as executor of the succession; Xiaoping filed a petition to nullify the probated March 9, 2000 testament, to have Hansel removed as executor, and to have herself appointed as administratrix of the succession. Xiaoping further sought to file a purported notarial testament, executed on June 5, 2012 and containing a revocation of all prior testaments, along with a March 1, 2014 codicil. The district court found no valid revocation. The appellate court ruled that the invalid testament nevertheless met the requirements of La. C.C. art. 1833 so as to qualify as an authentic act, capable of revoking prior testaments pursuant to La. C.C. art. 1607(2). The Louisiana Supreme Court concluded the appellate court erred in reversing those parts of the February 24, 2016 and the June 6, 2016 district court judgments, which found that the invalid 2012 testament did not contain a valid authentic act that revoked the March 9, 2000 and the May 24, 2007 testaments, and the appellate court erred in rendering judgments holding that the March 9, 2000 and the May 24, 2007 testaments were revoked by the absolutely null 2012 testament. View "Succession of Charles George Harlan" on Justia Law

The issue this case presented for the Louisiana Supreme Court’s review centered on whether the Court of Appeal erred in declaring unconstitutional certain provisions of Senate Concurrent Resolution No. 55 of 2014, which applied the formula contained in La.R.S. 17:3995 and allocated Minimum Foundation Program (“MFP”) funding to New Type 2 charter schools. After review, the Supreme Court determined the appellate court erred in declaring the constitution prohibits the payment of MFP funds to New Type 2 charter schools. In this case, the plaintiffs’ view was that local taxes were being used to improve privately-owned facilities to which the public had no title or interest. The Court determined this was a mischaracterization. “[L]ocal revenue is considered in the allotment of MFP funds to public schools. Calculation of the local cost allocation includes sales and ad valorem taxes levied by the local school board. These figures are used to calculate a per-pupil local cost allocation. A public school’s allotment of MFP funding is based on the number of students enrolled in that particular public school irrespective of whether the improvements made to that particular public school are vested in the public or not. Thus, the use of a phrase in an ad valorem tax, such as ‘improvements shall vest in the public’ does not prohibit the use of local revenue in the funding of New Type 2 charter schools and cannot be used as defense to thwart the goal of La. Const. art. VIII, §13(C). Thus, SCR 55 does not transfer actual local tax revenue to charter schools.” Thus, the appellate court’s declaration of unconstitutionality was reversed. View "Iberville Parish Sch. Bd. v. Louisiana Board of Elementary & Secondary Education" on Justia Law

This matter arose out of a challenge to the validity of a municipal ordinance whereby citations based on traffic camera images, could be reviewed at an administrative hearing. The case went before the Louisiana Supreme Court after a district court declared the administrative review process, as it existed during 2008 through 2012, was unconstitutional. Specifically, the district court declared the administrative review process violated the due process and access to court provisions of the Louisiana Constitution. After reviewing the record, the Supreme Court determined this case was rendered moot. "While the record reveals a convoluted development of this case, what emerges from the trial record is that this case resulted in a number of changes, both legislative and practical, to the administrative review process. Although this case is technically moot, the end result is that the plaintiffs have achieved vindication of the constitutional rights for which they advocated." View "Rand v. City of New Orleans" on Justia Law

The issue this case presented for the Louisiana Supreme Court's review centered on whether the court of appeal erred in reversing the trial court’s ruling granting plaintiff’s special motion to strike defendant’s reconventional demand for defamation, pursuant to La. Code Civ. Pro. art. 971 (the "anti-SLAPP" statute), where the appellate court found that plaintiff’s petition did not involve a “public issue.” Philip Shelton, M.D. married Judith Shelton in 2001. During their marriage, the couple each owned a life insurance policy that named the other as the beneficiary. At some point, Mrs. Shelton was diagnosed with cirrhosis of the liver and Hepatorenal Syndrome (as a result of alcoholism. In July 2011, Mrs. Shelton was admitted to Ochsner Baptist Medical Center for treatment and was soon discharged to Woldenberg Village, an inpatient assisted living facility. Mrs. Shelton died on December 31, 2011, at the age of 64. After Mrs. Shelton's death, Dr. Shelton learned that she had changed her beneficiary to her personal assistant/paralegal/friend, Nancy Pavon. In November 2013, Dr. Shelton filed a Petition to Nullify Change of Beneficiary, alleging Mrs. Shelton had lacked the capacity to execute a change of beneficiary form due to her poor health, including dementia, confusion, disorientation, and personality changes. Alternatively, he alleged Mrs. Shelton's signature on the change of beneficiary form was a forgery or had been obtained through undue influence by Pavon. In response, Pavon filed an answer and reconventional demand alleging Dr. Shelton's petition constituted defamation per se. Dr. Shelton filed a Special Motion to Strike pursuant to La. Code Civ. Pro. art. 971. Pavon opposed the motion, arguing that it should have been dismissed as a matter of law because Dr. Shelton’s petition to nullify did not involve a public issue. She also argued that a motion to strike was not the proper mechanism to dismiss her defamation claim. The trial court granted Dr. SHelton's special motion to strike. The Supreme Court found the court of appeal was correct in reversing the trial court’s ruling. The Supreme Court held that La. Code Civ. Pro. art. 971(F)(1)(a) required statements had to be "in furtherance of a person’s right of petition or free speech ... in connection with a public issue.” View "Shelton v. Pavon" on Justia Law

Ron Warren, individually and on behalf of the Estate of Derek Hebert, filed a petition for damages seeking to recover for the wrongful death of his son in a recreational boating accident under general maritime law and products liability. A jury found the defendant, Teleflex, Inc. liable under the plaintiff’s failure to warn theory of the case and awarded compensatory damages of $125,000 and punitive damages of $23,000,000. The court of appeal affirmed. The Louisiana Supreme Court granted certiorari mainly to review whether the trial court properly granted the plaintiff a new trial and whether the award of punitive damages was excessive and resulted in a violation of the defendant’s right to constitutional due process. After reviewing the record and the applicable law in this case, the Supreme Court found no reversible error in the trial court’s rulings; however, the Court did find the award of punitive damages was excessive and resulted in a violation of the defendant’s right to constitutional due process. View "Warren v. Shelter Mutual Ins. Co." on Justia Law

During his second term as mayor of Jonesboro, the state filed a bill of information charging defendant Leslie Thompson with three counts of malfeasance in office by failing and/or refusing to maintain proper records and to supply them to the Louisiana Legislative Auditor; by taking public funds of the town to pay for retirement benefits for employees who were not eligible to participate in the Municipal Employee’s Retirement System; and by using public funds to pay for health insurance premiums for former employees. After reviewing the evidence, the Louisiana Supreme Court concluded the evidence was sufficient to find defendant guilty beyond a reasonable doubt as to Count I of the malfeasance in office charge; however, as to Counts II and III, the Court found no rational trier of fact could have found defendant guilty beyond a reasonable doubt. Pretermitting all other assignments of error, the Court additionally found the district court erred in denying defendant’s motion for a mandatory mistrial after the prosecutor directly referenced race in a comment before the jury that was neither material nor relevant and that could create prejudice against defendant in the minds of the jury members. Accordingly, the Court vacated defendant’s convictions and sentences, and remanded this case to the district court for further proceedings. View "Louisiana v. Thompson" on Justia Law

In a suit for alleged age discrimination brought by plaintiff, James Robinson against his employer, the Board of Supervisors for the University of Louisiana System (ULL), the Louisiana Supreme Court granted review of the district court’s judgment on a jury verdict finding that ULL discriminated against Robinson based on his age and awarded him damages. After reviewing the record of these proceedings, as to liability, the Supreme Court found no legal or manifest error in the jury’s verdict in favor of plaintiff; thus, the Court affirmed the jury’s finding of age discrimination in favor of Robinson. However, as to damages, the Court found that the amount of the jury’s damage award of $367,918.00 was not supported by the record. Therefore, the Court amended the judgment in part and affirmed the jury’s damage award as amended herein. View "Robinson v. Bd. of Supervisors University of Louisiana System" on Justia Law