Marcus Hebert v. Liberty Mutual Insurance Company

Louisiana Court of Appeal·Decided December 14, 2022·No. CA-0022-0055·Unknown

Opinion

STATE OF LOUISIANA

COURT OF APPEAL, THIRD CIRCUIT

22-55

MARCUS HEBERT VERSUS LIBERTY MUTUAL INSURANCE COMPANY, ET AL

************

APPEAL FROM THE

FIFTEENTH JUDICIAL DISTRICT COURT PARISH OF LAFAYETTE, DOCKET NO. C-20163126 HONORABLE VALERIE GOTCH GARRETT, DISTRICT JUDGE ************

SYLVIA R. COOKS

CHIEF JUDGE

************

Court composed of Sylvia R. Cooks, Chief Judge, John E. Conery and Charles G. Fitzgerald, Judges.

REVERSED AND REMANDED, WITH INSTRUCTIONS.

Michael B. Miller Jacqueline K. Becker Miller & Associates P.O. Drawer 1630 Crowley, LA 70527-1630 (337) 785-9500 COUNSEL FOR INTERVENORS/APPELLANTS:

Miller & Associates

Lance Beal 600 Jefferson Street, Suite 810 Lafayette, LA 70501 (337) 991-6263 COUNSEL FOR APPELLEE:

Marcus Hebert

Carl Rachal Bart Bernard 1031 Camelia Boulevard Lafayette, LA 70508 (337) 989-2278 COUNSEL FOR APPELLEE:

Bart Bernard

COOKS, Chief Judge.

Marcus Hebert was involved in an automobile accident on July 1, 2015. Mr.

Hebert sought to retain legal counsel to pursue both personal injury and worker’s compensation claims stemming from the injuries he sustained. According to Mr. Hebert, he hired Bart Bernard Personal Injury Law Firm on July16, 2015 to represent him in pursuing his personal injury case. On June 10, 2016 a “Petition for Damages” was filed on behalf of Mr. Hebert by the Bart Bernard Personal Injury Law Firm.

Mr. Hebert testified he was called on July 16, 2015 (the same day he hired the Bart Bernard firm) by Jacqueline Becker of Miller & Associates, who offered to represent him in pursuing his personal injury and worker’s compensation claims. Mr. Hebert maintained he told Ms. Becker that the Bart Bernard firm was handling his personal injury claim, but he would consider letting Miller & Associates handle his worker’s compensation claim. According to Mr. Hebert, he agreed to let Miller & Associates handle his worker’s compensation claim and executed paperwork reflecting that on August 13, 2015. However, on that date Mr. Hebert also signed a “Retainer Contract” with Miller & Associates for the claim “arising out of [the] automobile accident of July 1, 2015.” The Retainer Contract provided Miller & Associates was to receive thirty-three and one-third (33 1/3%) of whatever gross amount is collected” as well as an “additional ten (10%) percent of whatever gross amount is collected by settlement or judgment.” Mr. Hebert stated on that date he simply signed whatever paperwork Miller & Associates asked him to sign, maintaining he never willingly or knowingly agreed to allow Miller & Associates to represent him on his personal injury claim.

Miller & Associates insist Mr. Hebert retained it to represent him in pursuing both his personal injury and worker’s compensation claims arising out of the July 1, 2015 accident. Miller & Associates maintain it represented Mr. Hebert until July 6, 2016, when he terminated the firm as his legal representative in his pending personal injury suit. According to Miller & Associates, this was the first time it received notice that Bart Bernard’s firm had been retained to represent Mr. Hebert. Miller & Associates also noted it was eventually terminated as well from representing Mr. Hebert on his worker’s compensation claim on July 13, 2020.

Claiming to possess a legal interest in the subject matter of the pending personal injury litigation, Miller & Associates filed a Petition for Intervention on January 16, 2020. Specifically, Miller & Associates maintained it was entitled to a “lien on the case and on any settlement proceeds from [the] personal injury claim, . . . attorney’s fees pursuant to La.R.S. 37:218 for the work done on the personal injury claim, . . . [and] reimbursement of advances and expenses made on behalf of Marcus Hebert.” In February 2020, an Answer to the Petition of Intervention was filed on behalf of defendants Brad Person (the driver of the negligent vehicle), Gulf South Pipeline Company (the employer) and Liberty Mutual Insurance Company (the insurer).

On July 30, 2020, Miller & Associates filed a First Supplemental and Amending Petition for Intervention adding Marcus Hebert as a defendant in intervention. On October 7, 2020, Marcus Hebert, through his counsel, the Bart Bernard firm, filed an answer to the First Supplemental and Amending Petition for Intervention, asking that it be dismissed because “Miller & Associates never represented Marcus Hebert in any personal injury matter.” Attached to the Answer was an affidavit from Marcus Hebert. In it, Mr. Hebert attested he “hired Bart Bernard on July 16, 2015 to handle my third-party claim resulting from the July 1, 2015 accident.” He further stated:

I was called by Miller & Associates on my way home from signing the Bart Bernard contract to represent me for my third-party claim on July 16, 2015, and was asked by Jacqueline Becker to let Miller & Associates represent me in both my personal injury case and worker’s compensation case. On that phone call, I told her that Bart Bernard was handling my third-party claim, and not them, but I would consider letting them handle my worker’s compensation claim. After meeting with Chris Phillip, a worker’s compensation lawyer, and after further contact from Miller & Associates, I decided to let Miller & Associates handle only my worker’s compensation claim, instead of Chris Phillip.

While at Miller & Associates, they had me sign several documents. I never knew until much later that I signed a document to allow Miller & Associates to represent me in my third-party claim. Miller & Associates never gave me copies of any of the paperwork that I signed that day, nor did they explain to me that I was signing a third-party contract, if I did, because I never would have signed it.

Pursuant to the Petition for Intervention, Miller & Associates propounded discovery, requesting a copy of Mr. Hebert’s file from the Bart Bernard firm. In conjunction with this request, Miller & Associates filed a Motion to Compel on September 23, 2020. Mr. Hebert opposed the Motion to Compel and requested that the court dismiss the Motion for Intervention. A hearing on the Motion to Compel was held on November 2, 2020. After a hearing with exhibits and testimony, the trial court granted the Motion to Compel, ordering Mr. Hebert to produce any requested documents within thirty days. Mr. Hebert filed a Notice of Intent to Apply for Supervisory Writs. He did not request a stay of the proceedings. When no documents were produced, Miller & Associates filed a Motion for Sanctions.

On November 30, 2020, Mr. Hebert filed a Motion to Dismiss all claims against defendants Brad Person, Gulf South Pipeline Company and Liberty Mutual Insurance Company, indicating a settlement had been reached between the parties. Despite its standing as an intervenor, Miller & Associates was not involved, nor notified, of any aspect of the settlement reached between Mr. Hebert and the named defendants. An Order granting the Motion to Dismiss was signed by the trial court on December 1, 2020.

While the Motion for Sanctions was pending, the prior trial judge (Judge Edwards) retired and a new trial judge (Judge Garrett) began presiding over the case. The Motion for Sanctions was reset and the trial court fixed a status conference for June 17, 2021.

On March 9, 2021, Mr. Hebert filed a Peremptory Exception of No Right of Action, contending Miller & Associates has no right of action against him because no attorney-client relationship ever existed between the two on any personal injury claim. An order was signed by the trial court on May 3, 2021 directing Miller & Associates to show cause why the exception of no right of action should not be sustained.

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