Johnette Martin v. Department of Revenue

CourtLouisiana Court of Appeal
DecidedJuly 31, 2019
Docket2018CA1167
StatusUnknown

This text of Johnette Martin v. Department of Revenue (Johnette Martin v. Department of Revenue) 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
Johnette Martin v. Department of Revenue, (La. Ct. App. 2019).

Opinion

NOT DESIGNATED FOR PUBLICATION

STATE OF LOUISIANA

COURT OF APPEAL

FIRST CIRCUIT

2018 CA 1167

JOHNETTE MARTIN 1

VERSUS

DEPARTMENT OF REVENUE

Judgment Rendered: JUL 3 1. 2019

On Appeal from the State Civil Service Commission, State of Louisiana No. 18014

The Honorable David Duplantier, Chairman; D. Scott Hughes, Vice -Chairman; John McLure, G. Lee Griffin, Ronald M. Carrere, Jr., C. Pete Fremin, and Jo Ann Nixon, Members

Johnette Martin In Proper Person Baton Rouge, Louisiana

Mary Ann White Attorney for Defendant/Appellee, Baton Rouge, Louisiana Department of Revenue

Adrienne Bordelon Attorney for Byron P. Decoteau, Jr., Baton Rouge, Louisiana Director, Department of State Civil Service

BEFORE: GUIDRY, THERIOT, AND PENZATO, JJ.

e i ra0 0 rC' s w`r,'• ' i S v%' cx r' a

y PENZATO, I

Johnette Martin appeals a decision of the Louisiana Civil Service

Commission (" Commission") upholding a three- day suspension without pay. For

the following reasons, we affirm.

FACTS AND PROCEDURAL HISTORY

Ms. Martin has been employed by the Louisiana Department of Revenue

LDR") since 2004 and serves with permanent status as an Attorney 3 in the legal

division. On January 21, 2015, Tim Barfield, Secretary of LDR, issued a

discipline letter to Ms. Martin suspending her without pay for three workdays for

her insubordination that occurred as a result of her continuously engaging in

unprofessional and disrespectful conduct. The January 21, 2015 discipline letter

outlined the unprofessional and disrespectful behaviors that formed the basis of the

insubordination for which Ms. Martin was disciplined:

1. On December 3, 2013, Ms. Martin was issued a formal letter of instruction wherein she was advised that her behavior during an October 8, 2013 meeting was observed by Secretary Barfield and

found to be dissatisfactory.'

2. Around August 28, 2014, Secretary Barfield admonished Ms. Martin by e- mail for exhibiting disrespectful and unprofessional conduct at a litigation meeting.

3. On October 9, 2014, Ms. Martin' s manager received a verbal complaint from the Director of Field Collection, Bryan Peters, regarding Ms. Martin' s unprofessional and disrespectful treatment of him in a public area following an October 8, 2014 hearing at the Louisiana Board of Tax Appeals (" BTA") at which Mr. Peters attended as a witness at Ms. Martin' s request.

4. On November 7, 2014, Ms. Martin approached Joseph Vaughn, another LDR employee not in Ms. Martin' s chain of command, at the building' s elevator and inquired about recent personnel action taken against her.

The letter of instruction is dated November 20, 2013, and is referred to herein by that date.

2 Ms. Martin appealed her suspension to the Commission. The matter was

heard before a referee over the course of two days, December 10, 2015, and June 6,

2016.

At the conclusion of the hearing on June 6, 2016, Ms. Martin raised an

objection to the November 20, 2013 letter of instruction, arguing that it was stale,

particularly considering that on August 26, 2014, Ms. Martin received a

performance evaluation of "exceptional." 2 The referee agreed to hold the record

open for post -hearing memoranda regarding the staleness of the November 20,

2013 letter of instruction, allowing Ms. Martin until July 8, 2016, to file a post -

hearing memorandum and LDR until August 12, 2016, to respond.

On July 8, 2016, Ms. Martin filed her post -hearing memorandum. LDR

filed its post -hearing memorandum on August 12, 2016. LDR also filed a motion

to strike, contending that Ms. Martin' s memorandum exceeded the scope of the

referee' s order that the post -hearing memoranda address only the staleness of the

November 20, 2013 letter of instruction. On August 18, 2016, at Ms. Martin' s

request, she was granted until September 16, 2016, to file a response to LDR' s

motion to strike.

Thereafter, by order dated August 24, 2016, the matter was placed on hold

because the referee was injured in the " Great Flood of 2016." Ms. Martin filed an

opposition to LDR' s motion to strike on September 16, 2016, and on October 4,

2016, LDR filed a reply brief in further support of its motion to strike.

There was no further action in the matter until May 1, 2018, when the

referee issued a ruling that the November 20, 2013 letter of instruction was not

stale, especially in light of the fact that it was introduced into evidence merely for

z During the hearing, Ms. Martin objected to the introduction into evidence of the letter of instruction because her response was not attached. The referee sustained Ms. Martin' s objection in part, and ruled that the letter of instruction would not be used for enhancement but would be considered as notice to Ms. Martin of her inappropriate behavior.

3 background purposes and for the purpose of showing that Ms. Martin was put on

notice not to engage in inappropriate and unprofessional behavior in the future.

The referee further ruled that he would not strike any portion of Ms. Martin' s July

89 2016 or September 16, 2016 brief, but that he would only consider those

portions of the briefs that related to the issue of staleness of the November 20,

2013 letter of instruction. Finally, the referee ruled that the matter was considered

submitted as of the date his ruling was mailed to the parties, and that a decision

would be rendered in due course. A notice of decision was mailed to the parties on

May 7, 2018.

On May 7, 2018, the referee issued his determination regarding Ms. Martin' s

three- day suspension without pay. The referee found that LDR proved cause for

discipline with regard to the October 8, 2014 incident outside of the BTA hearing

room but failed to prove cause for discipline for Ms. Martin' s November 5, 2014

conversation with Mr. Vaughn. The referee concluded that LDR proved that Ms.

Martin was rude, disrespectful, and unprofessional to Mr. Peters and Ursula

Domingue, an LDR employee who, along with Mr. Peters, was a witness in the

taxpayer appeal case, all to the detriment of the state service, and that a three- day

suspension was commensurate with the offense. Ms. Martin appealed the

decisions rendered on May 1, 2018 and May 7, 2018.

Following oral argument, Ms. Martin requested and was given time to file a

supplemental brief. LDR filed a motion for permission to file a response to Ms.

Martin' s supplemental brief, which was granted.

ASSIGNMENTS OF ERROR

Ms. Martin contends that the referee erred in upholding the appointing

authority' s disciplinary action in the following respects:

1. It was reversible error for the referee to permit Secretary Barfield to testify to matters beyond the reasons which formed the disciplinary action, i.e., the " four -corners rule."

11 2. It was reversible error for the referee to allow the letter of instruction to be introduced into the record without compliance with CSR 12. 9( b).

3. It was reversible error to introduce the stale letter of instruction.

4. It was reversible error to characterize the letter of instruction as notice" for the purpose of allowing its introduction as a part of discipline.

5. It was reversible error for the referee to permit Ms. Domingue to testify to unsupported allegations of her interactions with Ms. Martin for matters outside of the " four -corners rule."

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Barry v. Barchi
443 U.S. 55 (Supreme Court, 1979)
Cleveland Board of Education v. Loudermill
470 U.S. 532 (Supreme Court, 1985)
Federal Deposit Insurance v. Mallen
486 U.S. 230 (Supreme Court, 1988)
Appeal of Kennedy
442 So. 2d 566 (Louisiana Court of Appeal, 1983)
Evans v. Lungrin
708 So. 2d 731 (Supreme Court of Louisiana, 1998)
Dundy v. Louisiana State University in Baton Rouge
394 So. 2d 650 (Louisiana Court of Appeal, 1980)
Superior Bar & Grill, Inc. v. State
655 So. 2d 468 (Louisiana Court of Appeal, 1995)
Devall v. Baton Rouge Fire Department
979 So. 2d 500 (Louisiana Court of Appeal, 2007)
Rosell v. Esco
549 So. 2d 840 (Supreme Court of Louisiana, 1989)
Paulin v. Department of Health
146 So. 3d 264 (Louisiana Court of Appeal, 2014)
Cole v. Division of Administration
170 So. 3d 180 (Louisiana Court of Appeal, 2015)
Guichard Operating Co. v. Porche
212 So. 3d 701 (Louisiana Court of Appeal, 2017)
Burnett v. Department of Health & Human Resources
425 So. 2d 245 (Louisiana Court of Appeal, 1982)
Nicholas v. Housing Authority of New Orleans
477 So. 2d 1187 (Louisiana Court of Appeal, 1985)
Cousin v. Slidell Memorial Hospital
857 So. 2d 576 (Louisiana Court of Appeal, 2003)

Cite This Page — Counsel Stack

Bluebook (online)
Johnette Martin v. Department of Revenue, Counsel Stack Legal Research, https://law.counselstack.com/opinion/johnette-martin-v-department-of-revenue-lactapp-2019.