Huffman v. The Davey Tree Expert Company

CourtDistrict Court, S.D. Georgia
DecidedMarch 28, 2025
Docket4:18-cv-00184
StatusUnknown

This text of Huffman v. The Davey Tree Expert Company (Huffman v. The Davey Tree Expert Company) is published on Counsel Stack Legal Research, covering District Court, S.D. Georgia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Huffman v. The Davey Tree Expert Company, (S.D. Ga. 2025).

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE SOUTHERN DISTRICT OF GEORGIA SAVANNAH DIVISION

BRIAN J. HUFFMAN, as ) Administrator of the Estate of ) Eliud Montoya-Arcos, Deceased, ) ) Plaintiff, ) ) v. ) CV 418-184 ) THE DAVEY TREE EXPERT ) COMPANY, et al., ) ) Defendants. ) _________

O R D E R _________

Before the Court is a Motion for Disclosures and Inquiry filed by Defendants The Davey Tree Expert Company (“Davey Tree”) and Wolf Tree, Inc. (collectively, “Corporate Defendants”). (Doc. no. 242.) Defendants Marjorie L. Conner and Oscar Cruz joined the motion by notice, (doc. nos. 245, 248), and the Court GRANTS Defendant Christopher Branch’s motion to join, (doc. no. 244). For the reasons discussed below, the Court DENIES the Motion for Disclosures and Inquiry. (Doc. no. 242.) I. PROCEDURAL BACKGROUND This civil action arises out of a workplace complaint in April 2017 by Eliud Montoya- Arcos alleging a payroll-skimming scheme by Mr. Rangel, Mr. Montoya’s supervisor at Wolf Tree, Inc. In 2022, Mr. Rangel was convicted in this Court of crimes related to the scheme and Mr. Montoya’s murder. See United States v. Pablo Rangel-Rubio, No. CR 422-030 (S.D. Ga. Jan. 8, 2023) (hereinafter “CR 422-030”); see also United States v. Pablo Rangel-Rubio, No. CR 418-064 (S.D. Ga. July 10, 2018). On November 9, 2017, Mr. Montoya’s widow brought suit in the State Court of Chatham County, Georgia, asserting claims arising out of the scheme and murder. Montoya v. Davey Tree Expert Co., Civ. Act. No. STCV1701873 (St. Ct. Chatham Cnty.) (“Montoya”). Montoya is set for trial in June 2025 against Davey Tree only. The case sub judice, filed by the Estate Administrator, involves the same allegations and defendants.

The present motion concerns a September 2023 trip by W. Dow Bonds, Mr. Rangel’s CJA counsel, to visit Mr. Rangel at U.S. Penitentiary Atwater. Accompanying Mr. Bonds on the trip was Robert Bartley Turner, counsel for Plaintiffs here and in Montoya. By request of the Corporate Defendants, the State Court authorized limited discovery concerning this trip that included the depositions of Mr. Bonds, Mr. Rangel, and Joyce Horrocks, a California notary public. (See doc. nos. 243-3, 243-7, 243-14.) The parties agreed to incorporate discovery from Montoya here. (See doc. no. 97, p. 3; doc. no. 108, p. 2; doc. no. 242, p. 8

n.5.) The relevant facts gleaned from the Montoya inquiry are as follows. II. FACTUAL BACKGROUND In the spring of 2023, prior to Mr. Rangel filing a pro se appeal of his conviction, Plaintiff’s attorney Mr. Turner of the law firm Savage & Turner, P.C., called Mr. Bonds to ask whether he still represented Mr. Rangel in the federal criminal case. (Doc. no. 243-14, (“Bonds Dep.”), pp. 118-19.) Mr. Bonds explained he was “pretty much the attorney of record on the

case until the very bitter end regardless of what happens.” (Id. at 119-20.) He further explained, however, there was “nothing, at least at th[at] point, pending.” (Id. at 120.) Mr. Turner explained he represented the plaintiff in Montoya and wanted Mr. Rangel to verify a letter he wrote after his indictment accusing the Corporate Defendants of knowingly employing illegal workers and requesting assistance with his criminal defense. (Id.; see also doc. no. 243-13, pp. 3-10.) Mr. Turner explained he wanted to use the letter as evidence in Montoya, and asked whether Mr. Bonds had any need to see Mr. Rangel. (Bonds Dep., p. 120.) Mr. Bonds said yes but he could no longer bill for his time because more than forty-five days had expired since entry of the criminal judgment. (Id.) Accordingly, he would “have to rely on a phone call or letters, which [he] really do[esn’t] like to do.” (Id.)

Mr. Turner proposed his firm could fund a trip for Mr. Bonds to visit Mr. Rangel, accompanied by a notary, during which Mr. Bonds could discuss criminal matters with Mr. Rangel and the notary could notarize a verification if Mr. Rangel agreed to sign it. (Id. at 120- 21.) Mr. Bonds believed there was no chance Mr. Rangel would sign a verification but did not disclose this belief to Mr. Turner. (Id. at 266-67.) Mr. Bonds further believed, while the letter could “technically” harm Mr. Rangel’s defense in the civil cases, it would not hurt Mr. Rangel “in the reality standpoint” because (1) the letter had already been produced by the government

in the underlying criminal case; (2) Mr. Rangel had already pled guilty in the criminal case; (3) Mr. Rangel had already admitted in his guilty plea allocution many of the facts contained in the letter; (4) Mr. Bonds saw no possibility the letter could be used against Mr. Rangel in a subsequent criminal appeal or new trial; and (5) Mr. Rangel was serving a nearly fifty-year sentence and had no assets. (Bonds Dep., pp. 239-40, 242-43, 247-51, 267, 268, 297.) Mr. Bonds did not ask Mr. Turner why he would not ask Mr. Rangel directly to verify

the letter and assumed it was because ethical rules, to Mr. Bonds’ understanding, prohibited an attorney representing an adverse party in a civil matter from contacting a pro se party directly. (Id. at 160-61.) Mr. Bonds agreed to the trip, with the understanding Savage & Turner would only pay his travel expenses. (Id. at 121-22.) This was the first time in nearly twenty years of criminal defense work Mr. Bonds had planned to visit any client outside of Georgia. (Id. at 121.) Mr. Bonds testified his purpose for visiting Mr. Rangel “ha[d] to do with his plea, the specific plea he entered, and the consequences of certain things.” (Id. at 170-71.) He also explained Mr. Rangel “had filed some scurrilous . . . accusations” in a habeas corpus petition

“so he was kind of stirring the pot” and his need to speak to Mr. Rangel “may have been about that.” (Id. at 171.) Mr. Bonds considered Mr. Rangel’s filing of a pro se appeal and habeas corpus petition to “elevate everything” concerning Mr. Rangel’s case and following the filing of those documents, Mr. Bonds wanted to “meet with him and go over his case, because things had actually gotten more concerning . . . from the things he had filed.” (Id. at 171, 178.) Mr. Bonds also explained he was interested in visiting a high-security federal prison because he had never done so. (Id. at 174.) When confronted in his deposition with the fact that Mr.

Rangel’s appeal and habeas corpus petition were not filed until several months after he agreed to visit Mr. Rangel, and a few weeks before the prison visit, Mr. Bonds testified there were other matters outside those filings he needed to discuss. (Id. at 169-73.) After speaking with Mr. Turner, Mr. Bonds informed Mr. Rangel of the phone call he received from Mr. Turner and the proposed visit to Mr. Rangel to “talk to [him] about [his] appeal in the federal case and other issues relating to his case,” as well as to discuss a letter

Mr. Turner wanted Mr. Rangel to verify with a notary hired by Mr. Turner. (Id. at 126-27.) Mr. Bonds further explained to Mr. Rangel that verifying the letter could hurt him in the civil case, and it was Mr. Rangel’s choice whether to do so. (Id. at 268.) Mr. Bonds also told Mr. Rangel that Savage & Turner would be paying for the trip. (Id. at 190.) Mr. Bonds provided no other advice to Mr. Rangel concerning the civil case because he is “not qualified to give legal advice about a pending civil matter that [he] ha[s] no interest in or a part in.” (Id. at 105.) Mr. Rangel replied he looked forward to seeing Mr. Bonds. (Id. at 121, 127.) Mr. Rangel testified he understood from the phone call Mr. Bonds wanted to meet to discuss the civil case and would be accompanied by another person, but Mr. Rangel did not know who that person would be. (See doc. no. 243-3, pp. 119-21.)

In July 2023, the Bureau of Prisons (“BOP”) transferred Mr. Rangel to USP Atwater and Mr. Bonds coordinated with BOP officials to arrange the visit. (Bonds Dep., pp.

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Bluebook (online)
Huffman v. The Davey Tree Expert Company, Counsel Stack Legal Research, https://law.counselstack.com/opinion/huffman-v-the-davey-tree-expert-company-gasd-2025.