Justia Louisiana Supreme Court Opinion Summaries

Articles Posted in Civil Procedure
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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

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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

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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

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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

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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

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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

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Tax sale purchasers of three condominium units brought actions to quiet title following the tax debtor’s failure to pay ad valorem taxes on the units. The district court found the tax sale purchasers had provided insufficient notice of the right to redeem to the mortgagee for the units, denied the petitions to quiet title, and afforded the defendant mortgagee thirty days to redeem the properties. The issue presented through this appeal was whether the post-sale notice required by La. Rev. Stat. 47:2122(4) could be effectuated either by the tax collector under La. Rev. Stat. 47:2156(B) or by the tax sale purchaser under La. Rev. Stat. 47:2156(A). After review of the applicable statutes, the Louisiana Supreme Court found the court of appeal erred in finding the failure of the tax collector, though mandated to do so by La. Rev. Stat. 47:2156(B), to mail or attempt to mail post-sale written notice of the tax sales to the mortgagee required the tax sales to be set aside. Instead, the Court found the plain language of the governing statutes allowed post-sale notice to the interested tax party to be provided by a tax sale purchaser in accordance with La. Rev. Stat. 47:2156(A), and thus the requirement that the interested party must be duly notified of the tax sale under La. Rev. Stat. 47:2122(4) could be satisfied by the tax sale purchaser. Accordingly, the Court reversed the court of appeal, and remanded the case to that court for consideration of the issues pretermitted by the court of appeal’s reasoning. View "Central Properties v. Fairway Gardenhomes, LLC" on Justia Law

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The Louisiana Supreme Court granted review in this case to resolve a split among the appellate courts regarding the proper interpretation of La. Civ. Code art. 2331. Specifically, the question to resolve involved determining whether parties must duly acknowledge their signatures prior to the marriage in order for the matrimonial agreement to have legal effect. The Supreme Court found the acknowledgment of the signatures to be a form requirement, and the failure to meet all form requirements prior to the marriage rendered the matrimonial agreement invalid. Accordingly, the Court reversed the judgment of the court of appeal and reinstated the district court judgment. View "Acurio v. Acurio" on Justia Law

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The Louisiana Supreme Court granted review to determine the applicability of La. R.S. 9:2795.3, the Equine Immunity Statute. The trial court granted a motion for summary judgment filed by Equest Farm, LLC, finding that the immunity statute applied because plaintiff Danielle Larson was a participant engaged in equine activity at the time an Equest Farm pony bit her. The court of appeal reversed, holding that Larson was not a “participant” under the immunity statute, and that summary judgment was inappropriate because there were genuine issues of material fact as to whether another provision in the immunity statute might apply. The Supreme Court held that there were indeed genuine issues of material fact on the issue of whether the immunity statute applied. Accordingly, the Court affirmed the court of appeal and remanded to the trial court. View "Larson v. XYZ Ins. Co." on Justia Law

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Plaintiffs Todd Huval and Chad Boyer were former Louisiana State Troopers employed by the State of Louisiana, Department of Public Safety and Corrections, Office of State Police. In 2007, they were terminated based on an investigation which exposed alleged violations of employment policy and state law. Both were accused of providing confidential information to a third party. The Louisiana Supreme Court granted certiorari in this case to determine whether the district court had subject matter jurisdiction over tort claims stemming from the disciplinary action over which the State Police Commission presided. The lower courts concluded that subject matter jurisdiction was proper in district court. The Supreme Court agreed. View "Huval v. Louisiana" on Justia Law