LOURDES ROMERO NO. 23-CA-518
VERSUS FIFTH CIRCUIT
WAL-MART, INC. COURT OF APPEAL
STATE OF LOUISIANA
ON APPEAL FROM THE TWENTY-FOURTH JUDICIAL DISTRICT COURT PARISH OF JEFFERSON, STATE OF LOUISIANA NO. 822-595, DIVISION "N" HONORABLE STEPHEN D. ENRIGHT, JR., JUDGE PRESIDING
May 29, 2024
MARC E. JOHNSON JUDGE
Panel composed of Judges Marc E. Johnson, Stephen J. Windhorst, and John J. Molaison, Jr.
AFFIRMED MEJ SJW JJM COUNSEL FOR PLAINTIFF/APPELLANT, LOURDES ROMERO Ivan A. Orihuela
COUNSEL FOR DEFENDANT/APPELLEE, WAL-MART, INC. Peter S. Martin JOHNSON, J.
Appellant, Lourdes Romero, seeks review of the 24th Judicial District
Court’s July 5, 2023 judgment granting Defendant/Appellee’s, Wal-Mart, Inc.
(“Wal-Mart”), Motion for Summary Judgment and dismissing her premises
liability and negligence claims against Wal-Mart. For the following reasons, we
affirm the district court’s judgment.
FACTS AND PROCEDURAL HISTORY
On November 8, 2020, Mrs. Romero, running late for a birthday party,
hurried into the Wal-Mart Neighborhood Market on Williams Boulevard in
Kenner, LA to purchase birthday cards and gift wrapping paper before the party.
Her husband waited for her in their car.
Mrs. Romero alleges that an unnamed Wal-Mart cashier struck her by
turning the bagging carousel as she reached for her purchase. She recalled that the
cashier did not return her greeting when she began ringing up her items. Mrs.
Romero said the cashier grabbed her items and put them in the bag, but would not
hand her the bag after she paid for the items. Then, Mrs. Romero “grabbed the
bag” and then the cashier turned the bagging carousel and “just spun [it] faster and
faster and that’s where it “hit and broke my ribs”. Mrs. Romero did not report the
incident to the cashier or anyone else inside the store before she left. No one
witnessed the incident; there were no other customers in line or Wal-Mart
employees in the area according to Mrs. Romero.
Mrs. Romero filed a petition for damages on November 7, 2021. She
alleged that Wal-Mart’s negligence caused her pain and suffering; physical
disability; medical expenses; and loss of enjoyment of life. Wal-Mart denied all
allegations in its answer, averred that the sole cause of any accident or injuries was
due to the negligence and/or comparative negligence of Mrs. Romero, and
requested a trial by jury. Wal-Mart filed a motion for summary judgment in May
23-CA-518 1 2023. Mrs. Romero filed an opposition, and Wal-Mart, in turn, filed a reply
memorandum in further support of their motion for summary judgment. The
district court granted the motion for summary judgment and dismissed Mrs.
Romero’s claims with prejudice at her cost. This timely appeal followed.
ASSIGNMENTS OF ERRROR
Mrs. Romero alleges that genuine issues of material fact precluded summary
judgment in this case and the district court committed error when it granted Wal-
Mart’s motion for summary judgment.
Wal-Mart counters that Mrs. Romero presented “no competent summary
judgment evidence to even suggest that the alleged incident occurred or that Wal-
Mart was negligent . . . under La. C.C. art. 2315 or any other theory of general
negligence.”
LAW AND DISCUSSION
A motion for summary judgment should be granted only if there is no
genuine issue as to material fact and the mover is entitled to judgment as a matter
of law. La. C.C.P. art. 966(B); Breaux v. Fresh Start Properties, L.L.C., 11-262
(La. App. 5 Cir. 11/29/11), 78 So.3d 849, 851-52. The initial burden of proof is
with the mover to show that no genuine issue of material fact exists. If the moving
party will not bear the burden of proof at trial, the moving party must only point
out that there is an absence of factual support for one or more elements essential to
the adverse party’s claim, action, or defense. Id. The non-moving party must then
produce factual support sufficient to establish that he will be able to satisfy his
evidentiary burden of proof at trial. If the non-moving party fails to do so, there is
no genuine issue of material fact and summary judgment should be granted. Id.;
La. C.C.P. art. 966(C)(2).
Appellate courts review the granting or denial of a motion for summary judgment de novo under the same criteria governing the district court’s consideration of whether summary judgment is
23-CA-518 2 appropriate. Specifically, appellate courts must ask the same questions as the district court: whether there is any genuine issue of material fact, and whether the mover is entitled to judgment as a matter of law.
Breaux, supra at 852. (Citation omitted). Louisiana Civil Code articles 2315, et
seq. are the codal foundation for delictual liability for negligence in Louisiana. See
Id.
Whether a claim arises in negligence under La. Civ. Code art. 2315 or in
premises liability under La. Civ. Code art. 2317.1, the traditional duty/risk analysis
is the same. Tregre v. BIS Servs., LLC, 23-124 (La. App. 5 Cir. 10/4/23), 375 So.3d
1030, 1035, reh’g denied, 23-124 (La. App. 5 Cir. 11/4/23), citing Farrell v. Circle
K Stores, Inc., 22-0849 (La. 3/17/23), 359 So.3d 467, 473.
Under the duty/risk analysis, a plaintiff must prove five separate elements: (1) the defendant had a duty to conform his conduct to a specific standard (the duty element); (2) the defendant’s conduct failed to conform to the appropriate standard (the breach element); (3) the defendant’s substandard conduct was a cause-in-fact of the plaintiff’s injuries (the cause-in-fact element); (4) the defendant’s substandard conduct was a legal cause of the plaintiff’s injuries (the scope of duty element); and (5) proof of actual damages (the damages element).
Id. at 1035-36.
A plaintiff may not satisfy his/her burden on summary judgment by relying
on allegations and uncorroborated, self-serving testimony in response to the
defendant’s properly made and supported motion for summary judgment. Caminita
for & on Behalf of Caminita v. Roman Catholic Church of Archdiocese of New
Orleans, 20-54 (La. App. 5 Cir. 7/8/20), 299 So.3d 1269, 1271-72, citing Cavet v.
Louisiana Extended Care Hosp., 47,141 (La. App. 2 Cir. 5/16/12), 92 So.3d 1122,
1131. But, “[a] party’s self-serving testimony must be accepted as credible except
‘[w]hen [the] party opposing a motion for summary judgment presents [his] own
self-serving testimony, but that testimony contains significant discrepancies”.
Hillebrandt on Behalf of Colbert v. State Farm Mut. Auto. Ins. Co., 23-286 (La.
App. 3 Cir. 11/29/23), 375 So.3d 639, 643.
23-CA-518 3 Here, Mrs. Romero recalled that she arrived at the store at 10:15 a.m. on
Sunday, and she was in a hurry because she was running late for a birthday party.
During her deposition, Mrs. Romero alleged that the pain to her right middle back
was caused by her broken ribs, which were caused by the Walmart cashier’s
negligent operation of the bagging carousel. She admitted that she did not advise
the cashier that the carousel struck her. However, Mrs. Romero knew that the
cashier realized that she had hit her because she noticed the cashier “was startled”.
She did not report the incident to another employee. Mrs. Romero said that no one
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LOURDES ROMERO NO. 23-CA-518
VERSUS FIFTH CIRCUIT
WAL-MART, INC. COURT OF APPEAL
STATE OF LOUISIANA
ON APPEAL FROM THE TWENTY-FOURTH JUDICIAL DISTRICT COURT PARISH OF JEFFERSON, STATE OF LOUISIANA NO. 822-595, DIVISION "N" HONORABLE STEPHEN D. ENRIGHT, JR., JUDGE PRESIDING
May 29, 2024
MARC E. JOHNSON JUDGE
Panel composed of Judges Marc E. Johnson, Stephen J. Windhorst, and John J. Molaison, Jr.
AFFIRMED MEJ SJW JJM COUNSEL FOR PLAINTIFF/APPELLANT, LOURDES ROMERO Ivan A. Orihuela
COUNSEL FOR DEFENDANT/APPELLEE, WAL-MART, INC. Peter S. Martin JOHNSON, J.
Appellant, Lourdes Romero, seeks review of the 24th Judicial District
Court’s July 5, 2023 judgment granting Defendant/Appellee’s, Wal-Mart, Inc.
(“Wal-Mart”), Motion for Summary Judgment and dismissing her premises
liability and negligence claims against Wal-Mart. For the following reasons, we
affirm the district court’s judgment.
FACTS AND PROCEDURAL HISTORY
On November 8, 2020, Mrs. Romero, running late for a birthday party,
hurried into the Wal-Mart Neighborhood Market on Williams Boulevard in
Kenner, LA to purchase birthday cards and gift wrapping paper before the party.
Her husband waited for her in their car.
Mrs. Romero alleges that an unnamed Wal-Mart cashier struck her by
turning the bagging carousel as she reached for her purchase. She recalled that the
cashier did not return her greeting when she began ringing up her items. Mrs.
Romero said the cashier grabbed her items and put them in the bag, but would not
hand her the bag after she paid for the items. Then, Mrs. Romero “grabbed the
bag” and then the cashier turned the bagging carousel and “just spun [it] faster and
faster and that’s where it “hit and broke my ribs”. Mrs. Romero did not report the
incident to the cashier or anyone else inside the store before she left. No one
witnessed the incident; there were no other customers in line or Wal-Mart
employees in the area according to Mrs. Romero.
Mrs. Romero filed a petition for damages on November 7, 2021. She
alleged that Wal-Mart’s negligence caused her pain and suffering; physical
disability; medical expenses; and loss of enjoyment of life. Wal-Mart denied all
allegations in its answer, averred that the sole cause of any accident or injuries was
due to the negligence and/or comparative negligence of Mrs. Romero, and
requested a trial by jury. Wal-Mart filed a motion for summary judgment in May
23-CA-518 1 2023. Mrs. Romero filed an opposition, and Wal-Mart, in turn, filed a reply
memorandum in further support of their motion for summary judgment. The
district court granted the motion for summary judgment and dismissed Mrs.
Romero’s claims with prejudice at her cost. This timely appeal followed.
ASSIGNMENTS OF ERRROR
Mrs. Romero alleges that genuine issues of material fact precluded summary
judgment in this case and the district court committed error when it granted Wal-
Mart’s motion for summary judgment.
Wal-Mart counters that Mrs. Romero presented “no competent summary
judgment evidence to even suggest that the alleged incident occurred or that Wal-
Mart was negligent . . . under La. C.C. art. 2315 or any other theory of general
negligence.”
LAW AND DISCUSSION
A motion for summary judgment should be granted only if there is no
genuine issue as to material fact and the mover is entitled to judgment as a matter
of law. La. C.C.P. art. 966(B); Breaux v. Fresh Start Properties, L.L.C., 11-262
(La. App. 5 Cir. 11/29/11), 78 So.3d 849, 851-52. The initial burden of proof is
with the mover to show that no genuine issue of material fact exists. If the moving
party will not bear the burden of proof at trial, the moving party must only point
out that there is an absence of factual support for one or more elements essential to
the adverse party’s claim, action, or defense. Id. The non-moving party must then
produce factual support sufficient to establish that he will be able to satisfy his
evidentiary burden of proof at trial. If the non-moving party fails to do so, there is
no genuine issue of material fact and summary judgment should be granted. Id.;
La. C.C.P. art. 966(C)(2).
Appellate courts review the granting or denial of a motion for summary judgment de novo under the same criteria governing the district court’s consideration of whether summary judgment is
23-CA-518 2 appropriate. Specifically, appellate courts must ask the same questions as the district court: whether there is any genuine issue of material fact, and whether the mover is entitled to judgment as a matter of law.
Breaux, supra at 852. (Citation omitted). Louisiana Civil Code articles 2315, et
seq. are the codal foundation for delictual liability for negligence in Louisiana. See
Id.
Whether a claim arises in negligence under La. Civ. Code art. 2315 or in
premises liability under La. Civ. Code art. 2317.1, the traditional duty/risk analysis
is the same. Tregre v. BIS Servs., LLC, 23-124 (La. App. 5 Cir. 10/4/23), 375 So.3d
1030, 1035, reh’g denied, 23-124 (La. App. 5 Cir. 11/4/23), citing Farrell v. Circle
K Stores, Inc., 22-0849 (La. 3/17/23), 359 So.3d 467, 473.
Under the duty/risk analysis, a plaintiff must prove five separate elements: (1) the defendant had a duty to conform his conduct to a specific standard (the duty element); (2) the defendant’s conduct failed to conform to the appropriate standard (the breach element); (3) the defendant’s substandard conduct was a cause-in-fact of the plaintiff’s injuries (the cause-in-fact element); (4) the defendant’s substandard conduct was a legal cause of the plaintiff’s injuries (the scope of duty element); and (5) proof of actual damages (the damages element).
Id. at 1035-36.
A plaintiff may not satisfy his/her burden on summary judgment by relying
on allegations and uncorroborated, self-serving testimony in response to the
defendant’s properly made and supported motion for summary judgment. Caminita
for & on Behalf of Caminita v. Roman Catholic Church of Archdiocese of New
Orleans, 20-54 (La. App. 5 Cir. 7/8/20), 299 So.3d 1269, 1271-72, citing Cavet v.
Louisiana Extended Care Hosp., 47,141 (La. App. 2 Cir. 5/16/12), 92 So.3d 1122,
1131. But, “[a] party’s self-serving testimony must be accepted as credible except
‘[w]hen [the] party opposing a motion for summary judgment presents [his] own
self-serving testimony, but that testimony contains significant discrepancies”.
Hillebrandt on Behalf of Colbert v. State Farm Mut. Auto. Ins. Co., 23-286 (La.
App. 3 Cir. 11/29/23), 375 So.3d 639, 643.
23-CA-518 3 Here, Mrs. Romero recalled that she arrived at the store at 10:15 a.m. on
Sunday, and she was in a hurry because she was running late for a birthday party.
During her deposition, Mrs. Romero alleged that the pain to her right middle back
was caused by her broken ribs, which were caused by the Walmart cashier’s
negligent operation of the bagging carousel. She admitted that she did not advise
the cashier that the carousel struck her. However, Mrs. Romero knew that the
cashier realized that she had hit her because she noticed the cashier “was startled”.
She did not report the incident to another employee. Mrs. Romero said that no one
else was in line before or after her; “the pain was too strong for [her] to notice who
was there and who wasn’t.” After she left the store, Mrs. Romero threw the receipt
away in anger after she was hurt. She wanted to report the incident to the police,
but the policeman was not inside the marked car parked outside. Mrs. Romero had
her cell phone with her at the time of the incident, but did not take any photos or
record a video of the carousel or the cashier. She advised her husband about what
occurred, but they had had an argument before she went into the store; so he did
not say anything to her regarding the accident.
Mrs. Romero did not attend the party as planned, but recuperated at home
for three days before going to University Hospital. She said that, before seeking
medical attention, she could not move and she did not take any medicine for the
pain. She did not tell the doctors and nurses that she had been injured at Wal-Mart.
After x-rays were taken, she learned that she had broken ribs – the doctors did not
tell her how many of her ribs were broken and did not provide any treatment or
medication, or advise her to seek further assistance. Mrs. Romero testified that she
did not receive a bill from University Hospital or pay for the services she received
there.
Mrs. Romero’s attorney recommended that she seek treatment from Bryan
Chiropractic. There, she disclosed that she had had an accident at Wal-Mart and
23-CA-518 4 first received treatment on November 19, 2020. The therapy, along with
prescribed anti-inflammatory pills, relieved her pain. She had also had an MRI
performed and was told that she would be referred to a specialist, but she did not
know what kind of specialist. As of November 18, 2022, she had not seen the
specialist. But, she still received then weekly treatment at Bryan Chiropractic and
planned to continue because the treatment made her “feel better”. Mrs. Romero
also confirmed that the fact that English is not her first language did not prohibit
her from discussing or reporting the incident.
Upon de novo review of the record, we find that the district court correctly
granted Wal-Mart’s motion for summary judgment. The only evidence Mrs.
Romero has provided to support the claims alleged in her petition is her testimony
via deposition. She has presented no corroborating evidence; no medical records
or invoices from University Hospital or Bryan Chiropractic; no affidavit from her
husband or others (employers?) who could confirm that she was unable to move
for three days after the incident; no pictures of bruises or the injured area on her
body, the bagging carousel, or the cashier; no security video footage from the store
on November 8, 2020; or a receipt from that date listing the items she purchased.
Wal-Mart has correctly pointed out that Mrs. Romero has not presented
prima facie evidence that corroborates her, admittedly self-serving, testimony her
injury was caused by the employee’s use of the bagging carousel. “In ruling on a
motion for summary judgment, the trial court’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.” Hillebrandt, 375 So.3d at 643,
citing Sketchler v. Hernandez, 20-292 (La. App. 1 Cir. 5/19/21), 326 So.3d 912,
920. The transcript of the hearing on the motion for summary judgment reflects
that the district court did not weigh the evidence before rendering judgment in
favor of Wal-Mart. This Court accepts Mrs. Romero’s deposition as credible,
23-CA-518 5 finding no significant internal contradiction within her testimony. Still, the
evidence does not establish that she visited the Wal-Mart on or around November
8, 2020, or that she was injured during a visit to the store at all. See Hanchey v.
Cent. Louisiana Elec. Co., 218 So.2d 399, 401 (La App. 3d Cir. 1969). Without
that corroboration, at a minimum, she cannot prove the Wal-Mart’s employee’s
substandard conduct was a cause-in-fact, or the legal cause, of her injuries. See
Tregre, supra. Consequently, there is no genuine issue of triable fact in this case.
See Hillebrandt, supra.
Because there is no direct evidence or circumstantial evidence, besides Mrs.
Romero’s deposition testimony, that would reasonably allow us to infer that Mrs.
Romero was injured by a Wal-Mart employee’s negligent operation of the bagging
carousel, we must agree with the district court’s finding that Mrs. Romero has
provided no corroborating evidence to support her negligence claims. Thus, Mrs.
Romero has failed to establish at least one essential element of those claims. She
also has not met her burden of producing factual support sufficient to establish that
she will be able to satisfy her evidentiary burden of proof at trial. Last, Mrs.
Romero has not presented evidence to show the bagging carousel was defective in
support of a premises liability claim. Therefore, we find that summary judgment
was proper.
DECREE
Considering the foregoing, the July 25, 2023 district court judgment granting
summary judgment in favor of Wal-Mart is affirmed. Appellant, Mrs. Romero, is
assessed with costs of the appeal.
AFFIRMED
23-CA-518 6 SUSAN M. CHEHARDY CURTIS B. PURSELL
CHIEF JUDGE CLERK OF COURT
SUSAN S. BUCHHOLZ FREDERICKA H. WICKER CHIEF DEPUTY CLERK JUDE G. GRAVOIS MARC E. JOHNSON STEPHEN J. WINDHORST LINDA M. WISEMAN JOHN J. MOLAISON, JR. FIRST DEPUTY CLERK SCOTT U. SCHLEGEL TIMOTHY S. MARCEL FIFTH CIRCUIT MELISSA C. LEDET JUDGES 101 DERBIGNY STREET (70053) DIRECTOR OF CENTRAL STAFF POST OFFICE BOX 489 GRETNA, LOUISIANA 70054 (504) 376-1400
(504) 376-1498 FAX www.fifthcircuit.org
NOTICE OF JUDGMENT AND CERTIFICATE OF DELIVERY I CERTIFY THAT A COPY OF THE OPINION IN THE BELOW-NUMBERED MATTER HAS BEEN DELIVERED IN ACCORDANCE WITH UNIFORM RULES - COURT OF APPEAL, RULE 2-16.4 AND 2-16.5 THIS DAY MAY 29, 2024 TO THE TRIAL JUDGE, CLERK OF COURT, COUNSEL OF RECORD AND ALL PARTIES NOT REPRESENTED BY COUNSEL, AS LISTED BELOW:
23-CA-518 E-NOTIFIED 24TH JUDICIAL DISTRICT COURT (CLERK) HONORABLE STEPHEN D. ENRIGHT, JR. (DISTRICT JUDGE) PETER S. MARTIN (APPELLEE)
MAILED IVAN A. ORIHUELA (APPELLANT) ATTORNEY AT LAW 3213 FLORIDA AVENUE SUITE C KENNER, LA 70065