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In re Eleanor Pierce (Marshall) Stevens Living Trust

Citations: 229 So. 3d 36; 2017 WL 4399859Docket: 17-111; 17-112

Court: Louisiana Court of Appeal; October 4, 2017; Louisiana; State Appellate Court

Narrative Opinion Summary

This case involves a dispute over compliance with a court order related to the management of the Eleanor Pierce Stevens Living Trust. The appellant, a former trustee, was found in contempt by the trial court for failing to deliver trust-related documents as directed. The court imposed sanctions, including costs and attorney fees. The appellant challenged the contempt ruling, arguing compliance efforts and raising issues about judicial impartiality due to alleged ex parte communications. The trial court's finding of contempt was reversed on appeal, as the court determined that the burden of proving willful disobedience was not met. Additionally, the appellant's motion to recuse the judge was denied, with no substantial evidence of bias found. The appeal also addressed the misapplication of the civil contempt standard to what was effectively a criminal contempt ruling, necessitating reversal. The appellate court emphasized the need for clear distinctions between civil and criminal contempt, particularly regarding the burden of proof. The case underscores the complexities of trust management, attorney-client privilege, and judicial impartiality in legal proceedings.

Legal Issues Addressed

Attorney-Client Privilege under Louisiana Code of Evidence Article 506

Application: The court noted issues regarding ownership and privilege of documents related to the trust, complicating compliance with the court order.

Reasoning: Regarding attorney-client privilege, Louisiana Code of Evidence Article 506 allows the privilege to be claimed by the client, their agent, legal representative, or a successor, including trustees of organizations.

Civil vs. Criminal Contempt

Application: The trial court mistakenly applied the civil contempt standard to what was effectively a criminal contempt ruling, necessitating a reversal upon de novo review.

Reasoning: The trial court mistakenly applied the civil contempt standard in light of the punitive nature of its order, concluding that the ruling constituted criminal contempt despite being characterized as civil.

Contempt of Court under Louisiana Code of Civil Procedure Article 224(2)

Application: The trial court's finding of contempt against the appellant was reversed due to the failure to meet the burden of proving willful disobedience of the court's order.

Reasoning: Ultimately, the court found that the Trust did not meet its burden of proving willful disobedience, whether in a civil or criminal context.

Judicial Impartiality and Ex Parte Communications

Application: The appellant's claims of judicial bias due to ex parte communications were dismissed due to lack of evidence showing prejudice impacting the trial's fairness.

Reasoning: Mr. Hilliard also raised issues regarding the trial court’s impartiality due to numerous undisclosed ex parte communications with one party's attorney, arguing that the refusal to recuse was erroneous and prejudicial.

Recusal of Judges under Louisiana Code of Civil Procedure Article 151

Application: The appellant's motion to recuse the judge was denied due to insufficient evidence of bias or prejudice that would prevent a fair trial.

Reasoning: Judge Wyatt denied the motion for recusal, determining that the interactions between Judge Canaday and Mr. Wright were significant and related to the Trust proceedings. After reviewing numerous documents and testimonies, Judge Wyatt concluded there was insufficient evidence of bias to warrant Judge Canaday's recusal.