Davis v. United Parcel Service, Inc.

427 So. 2d 921, 1983 La. App. LEXIS 7730
CourtLouisiana Court of Appeal
DecidedFebruary 3, 1983
Docket82-507
StatusPublished
Cited by8 cases

This text of 427 So. 2d 921 (Davis v. United Parcel Service, Inc.) 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
Davis v. United Parcel Service, Inc., 427 So. 2d 921, 1983 La. App. LEXIS 7730 (La. Ct. App. 1983).

Opinion

427 So.2d 921 (1983)

Lester E. DAVIS, Plaintiff-Appellant,
v.
UNITED PARCEL SERVICE, INC., et al., Defendants-Appellees.

No. 82-507.

Court of Appeal of Louisiana, Third Circuit.

February 3, 1983.
Rehearing Denied March 22, 1983.

*922 Fuhrer & Flournoy, George A. Flournoy, Alexandria, for plaintiff-appellant.

Provosty, Sadler & deLaunay, Albin Provosty, Alexandria, for defendants-appellees.

Before GUIDRY, CUTRER and LABORDE, JJ.

CUTRER, Judge.

This appeal arises out of a malpractice suit by Lester E. Davis against Andrew Vallien, an attorney, wherein Davis alleged Vallien was negligent when he failed to file a workmen's compensation claim against his employer, United Parcel Service, Inc. (UPS), within the prescriptive period of one year. After a jury trial, judgment was rendered dismissing Davis' suit. Davis appealed. We affirm.

Lester Davis, while driving a truck in the course and scope of his employment for UPS, was injured in an intersectional collision on September 28, 1979, in the City of Natchitoches, Louisiana. Curtis Babbitt was the driver of the automobile which collided with Davis' truck. Dr. J.O. Trice happened to be a witness to the accident and rendered first aid to Davis at the scene. Davis was then taken to the emergency room of the local hospital where Dr. Trice examined Davis and treated him for his injuries which were of a minor nature and included lacerations of the left forearm, elbow, and one on the face near the left eyebrow. Also, Davis had sustained some contusions (bruises) of the head and knees. Dr. Trice also saw Davis on October 1 and October 8, 1979. This was the extent of the physician's treatment of Davis. Davis returned to work approximately two weeks after the accident.

A short time later Davis retained Vallien to represent him in his claims arising out of the accident. Vallien later made demands upon Babbitt (now deceased) and his alleged insurer, Aetna Life and Casualty Insurance Company (Aetna), for damages incurred by Davis. Being unable to effectuate a compromise of the demand for damages, Vallien filed a tort suit on behalf of Davis against the succession of Babbitt and Aetna. This suit was filed on September 26, 1980, within two days of one year prescription.

Following the filing of suit, Davis discharged Vallien and retained the services of his present attorney. After the discharge, Vallien received a check of $1,000.00 as an offer of compromise from Aetna. This check was transferred to Davis by Vallien but was apparently never negotiated. In June 1981, through the recommendation of his present attorney, the suit against Aetna was settled for $1,000.00.

In September 1981, Davis filed suit for workmen's compensation benefits against UPS and its compensation carrier, Liberty Mutual Insurance Company (Liberty Mutual), on the ground of facial disfigurement; and, in the alternative, filed the malpractice suit against Vallien and his insurer, Northbrook Insurance Company (Northbrook).

The trial court granted the motion for summary judgment filed by UPS and Liberty Mutual on the ground that Davis' disability ended by October 15, 1979, and he had been paid all compensation payments that were due, the final payment being made October 25, 1979. It was alleged that the workmen's compensation action against them had prescribed as approximately twenty-one months had elapsed since the last payment was made. Judgment was rendered dismissing the suit against UPS and Liberty Mutual.

After a jury trial, judgment was rendered dismissing Davis' malpractice suit *923 against Vallien and his insurer. Davis appealed.

Davis assigns several specifications of error. We have examined them and find three of them are meritorious. These errors emanate from jury instructions and "interrogatories" presented by the trial court and were of such substance that it will be necessary for this court to evaluate the evidence and decide the case and render judgment on the record. Gonzales v. Xerox Corporation, 320 So.2d 163 (La.1975).

The errors which we shall discuss are as follows:

(1) The trial court's erroneous charge pertaining to the burden of proof in a malpractice suit against an attorney; and
(2) The errors present in the "interrogatories" presented to the jury.

BURDEN OF PROOF

The trial court instructed the jury on the burden of proof as follows:

"[T]he plaintiff has the burden of proving the following elements by a preponderance of the evidence. He must demonstrate first that the loss, which he says he suffered, was, in fact, caused by the conduct of the defendant. Two, that the conduct of the defendant was below the standards, which I have told you are applicable to the defendant's conduct. And, three, that there was actual loss to the plaintiff. If you are satisfied that the plaintiff has established these three elements, then plaintiff is entitled to recover....."

Counsel for Davis objected on the ground that, once Davis established that Vallien allowed prescription to run on this compensation claim, the burden of proof shifted to Vallien to show that the compensation claim had no merit and/or would not have resulted in recovery.

The trial court's charge, as given, was the correct law at the time this case was tried (March 1982). The charge presented by counsel for Davis was not the law at that time. By coincidence, however, the Supreme Court, in the case of Jenkins v. St. Paul Fire and Marine Insurance Co., et al., 422 So.2d 1109 (La.1982), has changed the rule of burden of proof in this type of case. The rule in Jenkins is very similar to that submitted by counsel for Davis.

In making the change in the burden of proof the court, in Jenkins, stated as follows:

"[W]e granted certiorari to review that judgment. 399 So.2d 607. The grant was prompted to some extent by the concern over the `case within a case' approach used by the court of appeal in this case and by other courts in earlier decisions. Under that approach a plaintiff in legal malpractice litigation must prove not only that the attorney was negligent in handling the client's claim on litigation, but also that the claim or litigation would have been successful but for the attorney's negligence. See King v. Fourchy [47 La.Ann. 354], 16 So. 814 (La. 1895); Dyer & Stevenson v. Drew, 14 La.Ann. 657 (La.1859); Spiller v. Davidson, 4 La.Ann. 171 (La.1849); Toomer v. Breaux, 146 So.2d 723 (La.App. 3rd Cir. 1962); Lewis v. Collins, 260 So.2d 357 (La.App. 4th Cir.1972).

I.

"In the present case, the attorneys concede that they were negligent in not filing suit until two days after prescription had run.1 The remaining question is whether the client, after proving the attorneys' negligence, must also establish the validity of the underlying claim by proving that the attorneys' negligence caused him damages and by further proving the amount of the damages.
"Plaintiff contends that, once the client has established negligence on the part of the attorney, the burden should be placed on the negligent attorney to prove that the mishandled claim or litigation would have been unsuccessful.
"Causation, of course, is an essential element of any tort claim. However, once the client has proved that his former attorney accepted unemployment (sic) *924

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Bluebook (online)
427 So. 2d 921, 1983 La. App. LEXIS 7730, Counsel Stack Legal Research, https://law.counselstack.com/opinion/davis-v-united-parcel-service-inc-lactapp-1983.