Advance Products & Systems, Inc. v. Simon

944 So. 2d 788, 6 La.App. 3 Cir. 609, 2006 La. App. LEXIS 2746, 2006 WL 3498317
CourtLouisiana Court of Appeal
DecidedDecember 6, 2006
Docket06-609
StatusPublished
Cited by19 cases

This text of 944 So. 2d 788 (Advance Products & Systems, Inc. v. Simon) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Advance Products & Systems, Inc. v. Simon, 944 So. 2d 788, 6 La.App. 3 Cir. 609, 2006 La. App. LEXIS 2746, 2006 WL 3498317 (La. Ct. App. 2006).

Opinion

944 So.2d 788 (2006)

ADVANCE PRODUCTS & SYSTEMS, INC.
v.
Gary SIMON, et al.

No. 06-609.

Court of Appeal of Louisiana, Third Circuit.

December 6, 2006.

*789 William W. Stagg, Jeffrey Ackermann, Michael J. Vallan, Durio, McGoffin, Stagg & Ackermann, Lafayette, LA, for Plaintiff/Appellant, Advance Products & Systems, Inc.

Thomas M. Flanagan, Jennifer L. Thornton, W. Raley Alford, III, Stanley, Flanagan & Reuter, LLC, New Orleans, LA, for Plaintiffs/Appellants, Advance Products & Systems, Inc.

Carla Marie Perron, Joe House, Mark Wham, Houston, TX, for Plaintiffs/Appellants, Advance Products & Systems, Inc.

Henry C. Perret, Jr., Frank S. Slavich, III, Kyle M. Bacon, Perret, Doise, Lafayette, LA, for Defendants/Appellees, Jean Menard Sullivan, Patrick Sullivan, Lucas Johnson, Chad Calais, Gary Simon.

Mark R. Beebe, Rusty J. Savoie, Jody R. Montelaro, Peter M. Mansfield, Adams & Reese, New Orleans, LA, for Defendants/Appellees: Nanette Smith Cazayoux, Francis Eugene Cazayoux, CCI Piping Systems, LLC, Cazayoux Commercial Investments, LLC.

Court composed of GLENN B. GREMILLION, ELIZABETH A. PICKETT, and J. DAVID PAINTER, Judges.

GREMILLION, Judge.

In this case, the plaintiff, Advance Products & Systems, Inc. (APS), appeals the trial court's grant of summary judgment in favor of the defendants, Gary Simon, Chad Calais, Lucas Johnson, Patrick Sullivan, Jean Menard Sullivan, CCI Piping Systems, L.L.C., and CCI Pipeline Services, Ltd.[1] For the following reasons, we affirm.

FACTUAL AND PROCEDURAL BACKGROUND

The following facts are not at issue: APS is owned by Tom Forlander, who was convicted of possession of child pornography and sent to serve his sentence in a federal facility in Beaumont, Texas, beginning in June 2003. During the time he was incarcerated, Tom appointed his wife of one week, Joann Forlander, as the CEO of APS. Joann had been a school teacher and had no experience or knowledge of APS or the industry.

*790 Simon, Calais, Johnson, Sullivan, and Menard were all employed by APS through December 2003, when they departed to work for CCI. This Texas-based company was begun several years prior to this time by APS's former employee, Francis Cazayoux. In December 2003, Cazayoux formed CCI-La, which employed the Employee Defendants.

In March 2004, APS filed a petition for injunctive relief urging that the Employee Defendants violated non-compete and non-disclosure agreements they had entered into while employed by APS. It further urged that one or more defendants violated the Louisiana Unfair Trade Secrets Act. CCI answered and filed numerous exceptions and, as plaintiff-in-reconvention, requested attorney's fees. The Employee Defendants also answered and requested attorney's fees and damages.

In September 2004, CCI filed a motion for expedited consideration of motion for injunctive relief urging that APS filed an identical lawsuit in a Texas court. It further filed its own motion for injunctive relief urging that APS be enjoined from pursuing its identical claims in a Texas court. APS then filed a motion to dismiss without prejudice the individual defendants, but not CCI, from the Texas lawsuit.

APS filed an amended and restated petition in December 2004. CCI answered and asserted as plaintiffs-in-reconvention a right to attorney's fees and damages for a groundless lawsuit for purposes of harassment. APS filed an exception and answer to CCI's reconventional demand urging that it was premature.

In early March 2005, the Employee Defendants and CCI filed a motion for summary judgment. In late March 2005, APS opposed all of the defendant's motions for summary judgment urging that there were multiple disputed facts. It further urged that summary judgment was premature because it had not had the opportunity to depose Calais, Johnson, Sullivan, Menard or the Cazayouxs. CCI filed a motion for attorney's fees and costs. APS then filed a motion in opposition and a reconventional demand.

Following a hearing in April 2005, the trial court rendered a judgment granting summary judgment in favor of the Employee Defendants and CCI. The trial court held that there was no genuine issues of material fact as to any claim presented by APS and dismissed its entire case with prejudice at APS's cost. APS now appeals.

After filing appellate briefs, APS filed a motion and incorporated memorandum to strike certain documents that were submitted with the defendants' brief. The Employee Defendants urge that APS failed to object at the trial court level to the inclusion of the mentioned documents and failed to assign as error on appeal the admission of these documents. Although we are inclined to agree with the Employee Defendants, we find this issue moot as none of the documents were relevant to our findings on appeal.

ISSUES

APS assigns as error:

1. The trial court abused its discretion by not allowing it to depose the defendants or otherwise engage in needed discovery before ruling on the defendants' motion for summary judgment.
2. The trial court erred in dismissing the case without a trial because the record reveals that there are genuine issues of material fact as to all of APS's causes of action that APS is entitled to present to a jury for resolution.
*791 3. The trial court's granting of summary judgment was the product of impermissible credibility determinations.
4. The trial court's granting of summary judgment was improper because it did not construe all reasonable factual inferences from the evidence in favor of APS.
5. Summary judgment was improper because defendants' state of mind, motive, and intent are critical factual issues that should be determined by the jury at a trial on the merits.

SUMMARY JUDGMENT

The law pertaining to summary judgment was discussed by the Louisiana Supreme Court in its per curiam opinion in Hines v. Garrett, 04-0806, pp. 1-2 (La.6/25/04), 876 So.2d 764, 765-66 (alteration in original):

We review a district court's grant of summary judgment de novo, viewing the record and all reasonable inferences that may be drawn from it in the light most favorable to the non-movant. Summary judgment is warranted only if "there is no genuine issue as to material fact and [ ] the mover is entitled to judgment as a matter of law." La.Code Civ.Proc. art. 966(C)(1). In ruling on a motion for summary judgment, the judge's role is not to evaluate the weight of the evidence or to determine the truth of the matter, but instead to determine whether there is a genuine issue of triable fact. All doubts should be resolved in the non-moving party's favor.

A fact is material if it potentially insures or precludes recovery, affects a litigant's ultimate success, or determines the outcome of the legal dispute. Smith v. Our Lady of the Lake Hosp., Inc., 93-2512 (La.7/5/94), 639 So.2d 730. A genuine issue is one as to which reasonable persons could disagree; if reasonable persons could reach only one conclusion, there is no need for trial on that issue and summary judgment is appropriate. Id. Whether a fact is material is determined in light of the relevant substantive law. Weingartner v. La. IceGators, 02-1181 (La.App. 3 Cir. 4/17/03), 854 So.2d 898, writ denied, 03-1388 (La.9/13/03), 853 So.2d 645.

DISCOVERY

In its first assignment of error, APS argues that the trial court erred in failing to allow it additional time for discovery.

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Bluebook (online)
944 So. 2d 788, 6 La.App. 3 Cir. 609, 2006 La. App. LEXIS 2746, 2006 WL 3498317, Counsel Stack Legal Research, https://law.counselstack.com/opinion/advance-products-systems-inc-v-simon-lactapp-2006.