WILLIAMS, J.
Plaintiffs, Thomas B. Cruse, Jr. and Donna Cruse Cagle, appeal the district court's rulings sustaining defendant's dilatory exception of improper cumulation of actions and peremptory exception of no cause of action. They also appeal the district court's grant of a special motion to strike in favor of defendant, Bruce E. Hampton. For the following reasons, we affirm.
Agnes Wylonda Carroll ("the decedent") and Travis Carroll were married for more than 33 years. No children were born during their marriage; however both Travis and the decedent had children from prior marriages. On July 17, 2003, Travis Carroll died intestate; the decedent died testate on January 2, 2008. This dispute involves the decedent's three surviving adult children, Thomas B. Cruse, Jr. ("Thomas"), Donna Cruse Cagle ("Donna") and Ethyl Joyce Hornsby ("Ethyl"). Ethyl's son, Gary Roark ("Gary") and Bruce E. Hampton, an attorney, are also involved in this dispute.
On November 8, 2006, Ethyl and Gary organized AWC, L.L.C. ("AWC") in the state of Arkansas; Ethyl and Gary were the sole members of the company. Subsequently, acting on the decedent's behalf, Ethyl and Gary purchased the stepchildren's interests in the family home and other "income producing" assets.
In January 2007, the decedent was hospitalized in Arkansas. While there, she executed a will ("the Arkansas will"), in which she bequeathed virtually all of her estate to Ethyl, to the exclusion of Thomas and Donna. The Arkansas will was drafted by Robert Dawkins, an attorney practicing in Arkansas.
Soon thereafter, the decedent returned to Louisiana and retained the services of defendant, Bruce Hampton, an attorney practicing law primarily in Union Parish. On behalf of the decedent, Hampton prepared an act of donation, wherein the decedent transferred ownership of certain property, including her interest in the family home, to Ethyl. Hampton also drafted a cash sale deed, conveying one acre of land and a home/workshop to Gary. Several weeks later, the decedent and Ethyl asked Hampton to determine whether the Arkansas will would be valid in Louisiana. Hampton was uncertain about whether the will would meet Louisiana's statutory requirements. Therefore, he drafted a "revised" will ("the Louisiana will"), which essentially mirrored the terms of the Arkansas will. In the Louisiana will, the decedent made certain "special legacies," by which she bequeathed certain pieces of jewelry to Donna, Ethyl and her granddaughter. Additionally, just as the Arkansas will, the Louisiana will made Ethyl the universal legatee of the remainder of the decedent's estate. The will contained the following statement, "This bequest to [Ethyl] is due to her dedicated care and attention given to me[,] and for her having given up her job and income to do so."
On April 27, 2007, Hampton and the decedent met to review the terms of the Louisiana will. The decedent affirmed that the Louisiana will expressed her desire concerning her property. She informed Hampton that it was not her desire to bequeath any of her property to Thomas and Donna. She also informed Hampton that all of her children were over the age of 24 and were not permanently incapable of caring for themselves. At the hearing on the exceptions, Hampton testified that the decedent was competent at the time the will was prepared and executed, and she was able to answer questions appropriately. Additionally, Hampton presented a letter from a physician which stated that the decedent was mentally capable of making business decisions and executing a will.
The decedent died almost a year later, on January 3, 2008. Subsequently, Ethyl, who had been named executrix of the decedent's estate, retained Hampton to probate the will. On August 7, 2008, Hampton filed the necessary pleadings and documents to probate the will. A judgment of
On November 22, 2008, Thomas and Donna filed a pleading entitled "Petition to Annul and/or Declare Invalid Probated Testament of Agnes Wylonda Johnson Carroll and Action to Annul and/or Rescind Real Estate Transactions and Recover All Damages and Attorney's Fees Due on Account of Fraud." Ethyl, Gary and AWC were named as defendants. On November 4, 2009, plaintiffs amended their petition, adding as defendants Dawkins, the attorney who prepared the Arkansas will, and Hampton, the attorney who prepared the Louisiana will. Plaintiffs alleged, inter alia, that Hampton and Dawkins (1) "engaged in and concealed a scheme to use [the] court in order to defraud each plaintiff and to intentionally bring about a result which each and both [attorneys] knew wrongfully invaded the interests of plaintiffs in a manner prohibited by [the] laws of forced heirship;" (2) "acted separately and in concert, to aid and assist [Ethyl and Gary] in order to convert and/or conceal certain property interests and succession rights which [all defendants] knew rightfully belonged to plaintiffs as forced heirs of [the decedent];" and (3) failed to communicate with plaintiffs with regard to their dealings with the decedent, Ethyl and Gary.
Hampton filed a peremptory exception of no cause of action and a dilatory exception of improper cumulation of actions.
Thereafter, Hampton filed a special motion to strike the allegations contained in the amended petition. The district court sustained the exception of improper cumulation, noting that the original petition sought to have the will and act of donation nullified, and the amended petition contained tort allegations, i.e., fraud. The court stated, "The actions cumulated by the First Amending and Supplemental Petition are not mutually consistent with the original petition and do not employ the same sort of procedure as the original petition."
The court awarded Hampton $7,500 in attorney's fees. Plaintiffs appeal.
Plaintiffs contend the district court erred in sustaining the dilatory exception
LSA-C.C.P. art. 463 provides, in pertinent part:
(Emphasis added).
A suit to annul a probated testament shall be tried as a summary proceeding. LSA-C.C.P. art. 2931 and 2592.
In the instant case, plaintiffs sought to join their suit to annul the probated testament, which must be brought by summary proceeding, with their suit for damages, which must be brought by an ordinary proceeding. Such cumulation of actions is improper under Article 463, and the district court properly sustained Hampton's exception of improper cumulation of actions. This assignment lacks merit.
Exception of No Cause of Action
Plaintiffs also contend the district court erred in sustaining the exception of no cause of action. Plaintiffs argue that Hampton engaged in and concealed a scheme to defraud plaintiffs and to intentionally invade their interests; therefore, the exception should have been denied.
In City of New Orleans v. Board of Directors of Louisiana State Museum, 98-1170 (La.3/2/99), 739 So.2d 748, the Louisiana Supreme Court explained the exception of no cause of action and the standard of appellate review of the lower court's decision on such an exception. The court stated:
Id. at 755-56 (internal citations omitted); see also LSA-C.C.P. art. 934.
An exception of no cause of action is likely to be granted only in the unusual case in which the plaintiff includes allegations that show on the face of the petition that there is some insurmountable bar to relief. Thus, dismissal is justified only when the allegations of the petition itself clearly show that the plaintiff does not have a cause of action,
An attorney's paramount duty is, and must be, to his client. Scheffler v. Adams & Reese, LLP, 2006-1774 (La.2/22/07), 950 So.2d 641. An attorney does not owe a legal duty to his client's adversary when acting on his client's behalf. Id.; Montalvo v. Sondes, 93-2813 (La.5/23/94), 637 So.2d 127. However, an attorney may be held personally accountable for his intentional tortious conduct under the broad ambit of LSA-C.C. art. 2315. See, Montalvo, supra; Penalber v. Blount, 550 So.2d 577 (La.1989). A litigant who wishes to sue his adversary's attorney must show that the attorney acted with a specific malice or intent to personally inflict direct harm upon his client's adversary and with full knowledge that his conduct would cause such harm. Montalvo, supra; Penalber, supra.
Having reviewed plaintiffs' amended petition, we find that it fails to allege facts sufficient to state a cause of action in intentional tort. Plaintiffs essentially alleged that Hampton conspired with Ethyl and Gary, and participated in a "scheme" with the intent to defraud plaintiffs of their rightful inheritance. Plaintiffs also alleged that Hampton failed to communicate with them to inform them, as possible forced heirs, regarding the testament and probate proceedings.
It is undisputed that plaintiffs are not, and never have been, Hampton's clients. The petition alleged that Hampton was retained by the decedent to draft a testament and to assist with other transactions related to property owned by the decedent. Plaintiffs further alleged that, following the decedent's death, Hampton was retained by Ethyl to initiate probate proceedings. Thus, Hampton owed a duty to his clients, the decedent and Ethyl.
Plaintiffs also alleged that Hampton failed to notify the court that plaintiffs were "possible" forced heirs; however, there are no specific allegations that Hampton acted with malice or in bad faith with the intent to cause direct harm to plaintiffs. The failure to notify the court of the existence of forced heirs may possibly constitute a violation of the rules of professional conduct; however, such allegations are not sufficient to give rise to intentional tortious conduct. The mere fact that plaintiffs were disinherited by
Plaintiffs contend the district court erred in granting defendant Hampton's special motion to strike and dismissing their tort claims against him. Plaintiffs argue that, in granting the motion, the court misinterpreted and misapplied LSA-C.C.P. art. 971.
In response to plaintiffs' allegations against him, Hampton filed a special motion to strike, seeking to "strike all of the plaintiffs' first amending and supplemental petition in its entirety against Hampton." Hampton alleged that plaintiffs' claims were "without merit and are in response to his exercise of the constitutional right of petition or free speech." Hampton also requested "reasonable attorney's fees and costs incurred in the prosecution of [the] motion." The district court granted Hampton's motion and dismissed "all tort actions, claims and demands of [plaintiffs] against [Hampton]." The court further awarded Hampton attorney's fees in the amount of $7,500 and court costs.
The special motion to strike is governed by LSA-C.C.P. art. 971, which provides, in pertinent part:
The Louisiana legislature enacted LSA-C.C.P. art. 971 "to screen out meritless claims pursued to chill one's constitutional
The granting of a special motion to strike presents a question of law. Thinkstream, Inc., supra. Questions of law are reviewed de novo, with the judgment rendered "on the record, without deference to the legal conclusions of the tribunals below." Holly & Smith Architects, Inc. v. St. Helena Congregate Facility, Inc., 2006-0582 (La.11/29/06), 943 So.2d 1037, 1045, citing Louisiana Municipal Association v. State, 2004-0227 (La.1/19/05), 893 So.2d 809, 836.
In Thinkstream, Inc., supra, the plaintiffs sued a law firm and three of its attorneys alleging that the plaintiffs suffered damages as a result of actions taken by the law firm in defending a client in litigation against the plaintiffs. Plaintiffs alleged, inter alia, that the law firm had made defamatory statements in an appeal filed with the Commissioner of Administration. In response, the law firm filed a special motion to strike. The trial court granted the motion, and the court of appeal affirmed, stating:
971 So.2d at 1100-1101.
We first address plaintiffs' argument that Article 971 applies only to defamation claims and actions involving free speech. We find no merit in this contention. The express language of the article clearly establishes that it applies to "[a] cause of action against a person arising from
In the instant case, plaintiffs' amended petition contain numerous allegations against Hampton, arising from actions undertaken and pleadings filed in court on behalf of his clients. As such, the actions taken by Hampton constituted written statements "made before a ... judicial proceeding, or any other official proceeding authorized by law." See, LSA-C.C.P. art. 971(F)(1)(a). We find that Hampton met his burden of proving that plaintiff's cause of action arose from acts he undertook in the exercise of his right of free
Further, we do not find any merit in plaintiffs' argument that the district court erred in awarding Hampton attorney's fees. The district court correctly followed LSA-C.C.P. art. 971(B), which provides:
(Emphasis added). This assignment lacks merit.
For the foregoing reasons, we affirm the district court's rulings sustaining defendant's dilatory exception of improper cumulation of action and peremptory exception of no cause of action. The district court's grant of the special motion to strike in favor of defendant, Bruce E. Hampton, is also affirmed. Costs of the appeal are assessed to plaintiffs, Thomas B. Cruse, Jr. and Donna Cruse Cagle.
AFFIRMED.
(Emphasis added). LSA-C.C.P. art. 2592 provides, in pertinent part: