Justia Louisiana Supreme Court Opinion Summaries

Bonny Babin Maloney passed away in May 2020, leaving behind a will that included a no-contest clause. Her husband, Robert Maloney, Sr., had predeceased her in June 2019, and his will also contained a no-contest clause. Upon Robert Sr.'s death, Mrs. Maloney inherited various assets, including the family home. Mrs. Maloney's will bequeathed the family home to her daughter Julie and included a clause disinheriting any heir who contested the will or engaged in a controversy against the executor concerning her estate.Robert Jr. and Kurt, two of Mrs. Maloney's children, filed a petition in Robert Sr.'s succession to annul the codicils of his will, claiming lack of testamentary capacity. They obtained a temporary restraining order (TRO) to prevent Craig, the executor of both estates, from administering the assets, including the family home. The trial court ruled that Robert Sr. had testamentary capacity and disinherited Robert Jr. and Kurt under the no-contest clause in Robert Sr.'s will. Craig then sought to enforce the no-contest clause in Mrs. Maloney's will, arguing that the TRO violated the clause.The Supreme Court of Louisiana reviewed the case to determine if the no-contest clause in Mrs. Maloney's will was enforceable. The court held that the clause was clear and unambiguous, and Robert Jr. and Kurt's actions in obtaining the TRO against Craig, in his capacity as executor of Mrs. Maloney's estate, triggered the clause. Consequently, Robert Jr. and Kurt were disinherited from Mrs. Maloney's estate. The court affirmed the lower court's grant of partial summary judgment in favor of Craig, upholding the enforcement of the no-contest clause. View "SUCCESSION OF MALONEY" on Justia Law

Advanced Benefit Concepts, Inc. (ABC) filed a breach of contract lawsuit against Access Health, Inc., Preferred Care Services, Inc., and Blue Cross and Blue Shield of Alabama (collectively, Access Health). ABC alleged that Access Health failed to pay fees owed under an agreement where ABC helped Access Health secure a contract with the State of Louisiana’s Office of Group Benefits (OGB). Access Health countered that the contract was null and void because ABC did not register as a lobbyist as required by the Louisiana Executive Branch Lobbying Act.The district court ruled in favor of Access Health, declaring the contract void due to ABC’s failure to register as a lobbyist. The court granted Access Health’s motion for summary judgment, dismissing ABC’s breach of contract claim. ABC’s exceptions of lack of subject matter jurisdiction and prescription were overruled. ABC appealed the decision.The Louisiana Court of Appeal, First Circuit, reversed the district court’s decision, holding that the Board of Ethics had exclusive jurisdiction to determine the validity of the contract under the Lobbying Act. The appellate court concluded that the district court lacked subject matter jurisdiction to declare the contract void and reversed the summary judgment.The Supreme Court of Louisiana reviewed the case and reversed the appellate court’s decision. The Supreme Court held that the district court has subject matter jurisdiction to hear the contractual dispute, including the affirmative defense of nullity based on the Lobbying Act. The court emphasized that the Executive Branch Lobbying Act does not deprive the district court of jurisdiction and that the district court can consider whether the contract is an absolute nullity under Louisiana Civil Code article 2030. The case was remanded to the appellate court to consider the exception of prescription and the merits of the summary judgment motion. View "ADVANCED BENEFIT CONCEPTS, INC. VS. BLUE CROSS AND BLUE SHIELD OF ALABAMA" on Justia Law

In July 2024, Judge Marcus L. Hunter filed a notice of candidacy for the office of Associate Justice of the Louisiana Supreme Court, certifying that he had filed his federal and state income tax returns for the previous five years. Elisa Knowles Collins, a resident of District Two, challenged his candidacy, alleging that Judge Hunter falsely certified his tax filings. At trial, Collins presented an affidavit from the Louisiana Department of Revenue indicating no confirmed tax filings for Hunter for 2021, 2022, and 2023. Hunter's accountant testified that she electronically filed his 2022 and 2023 tax returns, but they were rejected by the IRS.The 19th Judicial District Court overruled Collins' challenge, finding that although she established a prima facie case, Hunter provided sufficient evidence to counter it. The Court of Appeal, Fourth Circuit, affirmed this decision, with two judges dissenting, arguing that Hunter did not meet his burden of proof.The Supreme Court of Louisiana reviewed the case and found that Hunter failed to provide sufficient evidence to rebut Collins' prima facie case. The court noted that Hunter did not testify or provide copies of his tax returns, and his accountant's testimony and documents were insufficient to prove that the tax returns were filed. Consequently, the Supreme Court reversed the lower courts' judgments, declared Hunter ineligible as a candidate, and directed the Secretary of State to remove his name from the ballot or void any votes cast for him if the ballot had already been printed. View "COLLINS VS. CHAMBERS" on Justia Law

The case involves James and Wilma Self, who filed a lawsuit as representatives of a class of plaintiffs who own unleased mineral interests in Louisiana within compulsory drilling units operated by BPX Operating Company. The plaintiffs alleged that BPX's practice of withholding post-production costs from their pro rata share of production was improper. BPX sought dismissal of the claim, arguing that the Louisiana doctrine of negotiorum gestio provides a mechanism for unit operators to be reimbursed for post-production costs not otherwise covered by specific statutes. The federal district court granted BPX's motion to dismiss.On appeal, the United States Fifth Circuit found the law unsettled on this issue and certified a question of law to the Supreme Court of Louisiana. The question was whether the doctrine of negotiorum gestio applies to unit operators selling product in accordance with La. R.S. 30:10(A)(3).The Supreme Court of Louisiana found that the doctrine of negotiorum gestio does not apply and cannot be a basis for liability as a unit operator is always acting "with authority." The court reasoned that the oil and gas conservation law provides a unique quasi-contractual relationship between unleased mineral owners and unit operators, which cannot be applied consistently with the doctrine of negotiorum gestio. The court further explained that a party is only a gestor if his action is taken "without authority," but a unit operator is statutorily authorized by La. R.S. 30:10(A)(3) to sell an unleased owner's share of production when the unleased owner has not arranged to dispose of his share. Therefore, a unit operator who sells an owner's production under the statutory authority of La. R.S. 30:10(A)(3) cannot be a gestor under La. C.C. art. 2292. The court answered the certified question and sent its judgment to the United States Court of Appeals for the Fifth Circuit and to the parties. View "SELF VS. BPX OPERATING COMPANY" on Justia Law

This case involves a vehicular collision that occurred in a construction zone on Interstate 10 in LaPlace, Louisiana. The plaintiff, Frank Cushenberry, was driving a commercial vehicle when he collided with a truck owned by Barber Brothers Contracting Company, LLC. The truck was partially in the right lane of the highway while backing up to move traffic cones. The collision resulted in significant injuries to Mr. Cushenberry, including a traumatic brain injury.The case was initially heard in a lower court, where the jury found Barber Brothers 100% at fault for the accident and awarded substantial damages to Mr. Cushenberry, his wife, and their two minor children. Barber Brothers appealed the decision, arguing that the trial court erred in its jury instructions and that the jury erred in finding Barber Brothers solely at fault.The Supreme Court of Louisiana found that the trial court did err in its jury instructions, but that this error was not reversible. The court also found that the jury erred in finding Barber Brothers solely at fault for the accident. The court determined that Barber Brothers was 80% at fault and Mr. Cushenberry was 20% at fault.The court also found that the jury abused its discretion in awarding general damages of $10,750,000.00 to Mr. Cushenberry, and loss of consortium damages of $2,500,000.00 to his spouse, Robin Cushenberry, and $1,500,000.00 to each of their minor children. The court reduced these awards to $5,000,000.00 in general damages to Mr. Cushenberry, and loss of consortium damages of $400,000.00 to Mrs. Cushenberry and $100,000.00 to each child.As amended, the trial court judgment was affirmed. View "BARBER BROTHERS CONTRACTING COMPANY, LLC VS. CAPITOL CITY PRODUCE COMPANY, LLC" on Justia Law

The case involves Angela Pickard and others who sued Amazon.com, Inc. after a battery charger purchased from Amazon's online marketplace malfunctioned, causing a fire that resulted in the death of Archie Pickard. The charger was sold by a third-party seller, Jisell, not Amazon. However, Jisell used Amazon's optional service, "Fulfillment by Amazon," which meant that the product was stored in an Amazon warehouse and delivered by Amazon. The plaintiffs claimed that Amazon was liable under the Louisiana Products Liability Act and for negligent undertaking.The case was initially heard in the Western District Court of Louisiana. Amazon filed a motion for summary judgment, and in response, the court certified two questions to the Supreme Court of Louisiana: whether Amazon was a "seller" under Louisiana products-liability law, and under what circumstances Amazon could be liable for injuries sustained by the purchaser of a defective product based on a theory of negligent undertaking.The Supreme Court of Louisiana held that under the Louisiana Products Liability Act, the operator of an online marketplace is a "seller" of third-party products sold in its marketplace when the operator did not hold title to the product but had physical custody of the product in its distribution warehouse and controlled the process of the transaction and delivery. The court also held that an operator may be liable for injuries if, subject to standards established by the court’s precedent, the operator assumed a duty to identify and remove unreasonably dangerous products from its marketplace. The court applied Section 324A of the Restatement of Torts Second to determine if an operator of an online marketplace assumed a duty owed by a third-party seller and is liable for any damages caused by the breach of that duty. View "ANGELA PICKARD VS. AMAZON.COM, INC." on Justia Law

A group of residents and a church, collectively referred to as the "Neighbors," sued Ghassan Korban, the Executive Director of the Sewerage and Water Board of New Orleans (SWB), for damages caused to their properties during a drainage project. The Neighbors won a judgment for inverse condemnation, but the SWB did not pay. The Neighbors then filed a federal lawsuit, which was dismissed. They subsequently filed a state lawsuit seeking a writ of mandamus to compel payment of the judgment. The district court dismissed the case, but the appellate court reversed, finding that the payment of a judgment for inverse condemnation is a ministerial duty and can be enforced via a writ of mandamus.The Supreme Court of Louisiana affirmed the appellate court's decision. The court found that the federal lawsuit did not bar the state lawsuit under the doctrine of res judicata because the federal court would have declined to exercise jurisdiction over the state mandamus claim. The court also found that the Neighbors had stated a valid cause of action for a writ of mandamus. The court held that the payment of a judgment based on inverse condemnation under the Louisiana Constitution is a ministerial duty and can be enforced via a writ of mandamus. The court remanded the case to the district court to devise a plan for satisfying the judgment within a reasonable period of time. View "WATSON MEMORIAL SPIRITUAL TEMPLE OF CHRIST V. KORBAN" on Justia Law

The case involves a series of public records requests made by People for the Ethical Treatment of Animals (PETA) to Louisiana State University (LSU) seeking records related to the use and treatment of wild songbirds in the labs of Dr. Christine Lattin, an associate professor at LSU. After LSU failed to produce the requested records, PETA filed a Petition for Writ of Mandamus, Declaratory Judgment, and Injunctive Relief Pursuant to the Louisiana Public Records Act. LSU denied PETA’s allegations and asserted four affirmative defenses. The district court ruled in favor of PETA, granting access to all the records requested. LSU appealed the decision.The court of appeal affirmed in part and reversed in part the district court's decision. It found that some of the records requested by PETA had been answered by LSU and were not subject to production. However, it also found that some video recordings were not exempt from production as they had been publicly released or published. The court of appeal concluded that the district court had erred in ordering LSU to produce the video recordings that were not utilized by Dr. Lattin for the article or for her presentations and, therefore, had not been publicly released or published.The Supreme Court of Louisiana affirmed the decision of the court of appeal. It held that the veterinary care records, video recordings, communications relating to Dr. Lattin’s plans to trap or experiment on birds and to amend the City of Baton Rouge’s wild bird ordinance, and records relating to Dr. Lattin’s hiring of private counsel were all public records subject to production under the Louisiana Public Records Law. The court rejected LSU's arguments that the records were not public records, were exempt from production, or were unduly burdensome to produce. View "PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS VS. BOARD OF SUPERVISORS OF LOUISIANA STATE UNIVERSITY" on Justia Law

The case involves two sets of plaintiffs, Douglas Bienvenu et al. and John Doe et al., who filed lawsuits against two defendants for alleged sexual abuse of minors. The plaintiffs argued that the revival provisions of Section 2 of 2021 La. Acts 322 and Section 2 of 2022 La. Acts 386, which were designed to revive previously prescribed claims related to sexual abuse of minors, were constitutional and should apply retroactively. The defendants, on the other hand, contended that the retroactive application of the amended statute would unconstitutionally deprive them of a vested property right to claim the accrued defense of liberative prescription.The case was initially heard in the 16th Judicial District Court, Parish of St. Martin. The district court ruled in favor of the plaintiffs, overruling the exception of prescription and finding that Act 322, as interpreted by Act 386, was constitutional and applied retroactively to revive all causes of action related to sexual abuse of a minor that previously prescribed under any Louisiana prescriptive period.The Supreme Court of Louisiana granted a rehearing to address the plaintiffs' contention that the original opinion erred in its due process analysis. The court vacated its original opinion and affirmed the district court's judgment. The court held that the legislature's intent to apply the amended provisions of La. R.S. 9:2800.9 retroactively by reviving previously prescribed claims was clearly and explicitly stated in Act 386. The court also held that when a party acquires the right to plead the defense of liberative prescription, that right becomes a vested property right protected by the constitution’s due process guarantees. However, the court found that the revival provision in Act 386 was rationally related to a legitimate government interest and therefore did not violate the due process clause. The case was remanded to the district court for further proceedings consistent with the Supreme Court's opinion. View "Bienvenu v. Defendant 1" on Justia Law

The case revolves around a dispute between Carmen Nicholas and Terry L. Bonnie, an attorney who negligently prepared the will of Carmen's mother. The will, which was not notarized and lacked an attestation clause, was denied probate, resulting in Carmen losing full ownership of a property she was supposed to inherit. Carmen filed a lawsuit against Bonnie, alleging that his negligence caused her loss. Bonnie, in a letter, admitted his mistake and expressed willingness to make financial amends. A consent judgment was signed, establishing Bonnie's liability for all damages caused by his negligence.The trial court denied Bonnie's exception of peremption, arguing that the matter was a legal malpractice suit and was perempted after three years from the act of malpractice under Louisiana Revised Statutes 9:5605. Carmen opposed this, arguing that the matter was not a legal malpractice action and that Bonnie had renounced prescription by voluntarily entering a consent judgment that acknowledged liability for all damages caused by his negligence. The trial court denied both the exception of peremption and the motion for summary judgment, leaving quantum as the only issue.The appellate court reversed the trial court's decision, finding Carmen’s petition was filed after the three-year peremptive period for a legal malpractice action. It held that the consent judgment could not revive the extinguished claim and dismissed Carmen’s claims with prejudice.The Supreme Court of Louisiana, however, reversed the appellate court's judgment and reinstated the trial court's decision. It held that the consent judgment formed a bilateral contract between the parties, with Bonnie conceding fault or liability and contractually assuming an obligation to pay damages. The court ruled that the action to enforce the consent judgment was based in contract, not legal malpractice, and was therefore enforceable. The case was remanded for further proceedings consistent with this opinion. View "Nicholas v. Bonnie" on Justia Law