Robert Jackson Davidson and Linda Wilburn Davidson v. Allan Neil Castillo and Castillo Investigation & Research, Inc.

CourtLouisiana Court of Appeal
DecidedAugust 14, 2019
Docket52,727-CA
StatusPublished

This text of Robert Jackson Davidson and Linda Wilburn Davidson v. Allan Neil Castillo and Castillo Investigation & Research, Inc. (Robert Jackson Davidson and Linda Wilburn Davidson v. Allan Neil Castillo and Castillo Investigation & Research, 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
Robert Jackson Davidson and Linda Wilburn Davidson v. Allan Neil Castillo and Castillo Investigation & Research, Inc., (La. Ct. App. 2019).

Opinion

Judgment rendered August 14, 2019. Application for rehearing may be filed within the delay allowed by Art. 2166, La. C.C.P.

No. 52,727-CA

COURT OF APPEAL SECOND CIRCUIT STATE OF LOUISIANA

*****

ROBERT JACKSON DAVIDSON Plaintiffs-Appellees AND LINDA WILBURN DAVIDSON

versus

ALLAN NEIL CASTILLO AND Defendants-Appellants CASTILLO INVESTIGATION & RESEARCH, INC.

Appealed from the Forty-Second Judicial District Court for the Parish of DeSoto, Louisiana Trial Court No. 78487

Honorable Charles B. Adams, Judge

LAW OFFICE OF BRYCE J. DENNY, LLC Counsel for Appellant, By: Bryce J. Denny Allan Neil Castillo

AYRES, SHELTON, WILLIAMS, Counsel for Appellees BENSON & PAINE, LLC By: Lee H. Ayres Ryan P. Telep

Before MOORE, GARRETT, and STONE, JJ. GARRETT, J.

This case arises from a dispute between the plaintiffs, Robert and

Linda Davidson, and the defendant, Allan Neil Castillo, over dissolution of a

business they formerly operated together. Castillo appeals from a trial court

judgment finding him to be in constructive contempt of court for a second

time and imposing penalties upon him. For the following reasons, we affirm

the trial court judgment.

FACTS

In December 2004, Robert and Linda Davidson formed a business

with Castillo known as Lagniappe and Castillo Research and Investigations,

LLC (“L&C”). The company performed background checks. The

Davidsons owned 50% of the business and Castillo owned 50%.

Disagreements developed as to how to run the business and the frequency of

distributions. By May 2017, the parties were not able to work together.

Castillo formed Castillo Investigations and Research, Inc. (“CIR”). The

Davidsons alleged that Castillo began diverting business to his company and

took money owed to L&C. On June 2, 2017, the Davidsons filed a petition

seeking dissolution of L&C, partition of immovable property, and damages.

Castillo and CIR were named as defendants. The Davidsons sought

appointment of a liquidator and suggested that the company’s accountant,

Deborah D. Dees, be appointed by the court to perform this function.

After a hearing, the parties agreed to an order of dissolution and to the

appointment of Dees as liquidator, which was signed and filed on July 6,

2017. Regarding the authority given to Dees, the order stated, in part:

IT IS FURTHER ORDERED, ADJUDGED, AND DECREED that, as liquidator, Deborah D. Dees, CPA, has all authority as permitted pursuant to La. R.S. 12:1335 et seq. and any other applicable law to act on behalf of L&C, including, but not limited to the following:

a) To request and require any members of L&C to return any and all assets of L&C to her possession and control, including but not limited to assets such as financial records, check books, bank records, deposit slips, bank statements, invoices, accounts receivable, accounts payable, general ledgers, accounting journals, customer lists, customer files, credit card statements, background search requests, electronic accounting records, electronic accounting software (e.g. Quickbooks), invoices, contracts, furniture, fixtures, and any other assets of any kind;

....

IT IS FURTHER ORDERED, ADJUDGED, AND DECREED that all plaintiffs and defendants in this litigation shall fully cooperate with all reasonable requests of the liquidator, Deborah D. Dees. This obligation includes but is not limited to the obligation to provide her any and all assets of L&C within five (5) business days of her request. If any plaintiff or defendant fails to cooperate with Deborah D. Dees, then she shall report such failure to this Honorable Court, which will consider any and all appropriate sanctions and remedies to be imposed against the non-cooperating party.

On August 4, 2017, the Davidsons filed their first motion for

contempt against Castillo, claiming that he failed to comply with the order to

turn over records and equipment, he used software designed for L&C, he

established a new business with a misleading name, and his attorney was not

cooperative in complying with the order of dissolution. A hearing was held

in September 2017, and Castillo was found to be in contempt of court. He

was directed to provide the liquidator with documents and information

necessary to establish the accounts receivable of L&C, and to deliver any

incoming checks for L&C to the liquidator. He was granted a purge period,

until September 19, 2017, to provide the materials requested by the

liquidator. After conferences with the court and the parties, in October

2017, the Davidsons filed a motion to reopen the evidence on the contempt

2 motion and to reset the sentencing hearing. They alleged that, after Castillo

turned over records, it was determined that he was in possession of more

than $11,000 that belonged to L&C. The trial court granted the motion.

An additional hearing on the motion for contempt was held on

November 13, 2017. The trial court determined that Castillo intentionally

delayed the delivery of L&C assets to the liquidator in violation of the

dissolution order and his behavior was contemptuous. The court ordered

Castillo to pay a fine of $500 and be imprisoned for ten days. The term of

imprisonment was suspended, and Castillo was ordered to pay “all of the

costs of the liquidator, when that amount is finally determined, and to pay

the attorney’s fees and court costs of the plaintiffs for the pursuit of these

contempts, totaling $10,708.00 within 72 hours or report for his 10 days’

imprisonment.” Castillo did not appeal from this contempt adjudication.

On November 13, 2017, Dees billed $24,070.71 for her services up to

that date.

On March 16, 2018, the Davidsons filed a second motion for

contempt, claiming that Castillo failed to timely turn over bank statements;

information from his accounting firm; access to his accounting software,

FreshBooks; and access to his billing system. They claimed that Castillo

was still in possession of funds owed to L&C, and that Castillo failed to pay

the liquidator’s fee.

On April 23, 2018, the trial court signed an order directing Castillo to

pay the liquidator for fees and expenses from June 29 through November 13,

2017, in the amount of $24,070.71, on or before April 27, 2018. Castillo’s

accountant, Anthony Juneau, Jr., was ordered to produce the general ledger,

monthly bank reconciliations from June 1 through December 31, 2017, 3 monthly profit and loss statements from June 1 through December 31, 2017,

and monthly balance sheets from June 1 through December 31, 2017, for

CIR. The order specified that, if Juneau did not produce the records by

April 27, 2018, a subpoena would be issued requiring his appearance and

production of the documents at the hearing on the second motion for

contempt.

On April 30, 2018, Dees billed an additional $13,206 for her services.

A hearing on the second motion for contempt was held on June 21,

2018. The Davidsons’ lawyer argued that the motion was based upon

Castillo’s flagrant disregard of four things: (1) the order of dissolution

entered in July 2017; (2) the instructions on the record at the first contempt

hearing; (3) the order following the hearing in November 2017, when the

evidence was reopened on the first motion for contempt; and (4) the order

issued by the trial court on April 23, 2018, requiring Castillo to pay the

liquidator’s fees and to produce specified documents from his accountant,

Juneau.

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Robert Jackson Davidson and Linda Wilburn Davidson v. Allan Neil Castillo and Castillo Investigation & Research, Inc., Counsel Stack Legal Research, https://law.counselstack.com/opinion/robert-jackson-davidson-and-linda-wilburn-davidson-v-allan-neil-castillo-lactapp-2019.