State v. Montgomery

499 So. 2d 709
CourtLouisiana Court of Appeal
DecidedDecember 10, 1986
DocketCR 86-103
StatusPublished
Cited by9 cases

This text of 499 So. 2d 709 (State v. Montgomery) 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
State v. Montgomery, 499 So. 2d 709 (La. Ct. App. 1986).

Opinion

499 So.2d 709 (1986)

STATE of Louisiana, Plaintiff-Appellee,
v.
Joan Dugas Guidry MONTGOMERY, Defendant-Appellant.

No. CR 86-103.

Court of Appeal of Louisiana, Third Circuit.

December 10, 1986.
Stay Order Recalled; Writ Denied February 20, 1987.

*711 Cecilia A. Bonin, New Iberia, Julie E. Cullen, Opelousas, for defendant-appellant.

Michael Harson, Donald Landry, Asst. Dist. Attys., Lafayette, for plaintiff-appellee.

Before LABORDE, KNOLL and KING, JJ.

LABORDE, Judge.

On December 31, 1983, Dr. J. Boring Montgomery was shot. The only persons present at the time of the shooting were the doctor and his wife, Mrs. Joan Dugas Montgomery. Mrs. Montgomery was indicted for the second degree murder of her husband, a violation of La.R.S. 14:30.1.

On July 30, 1985, she stood trial on that charge. After a five day trial, a jury by 11 to 1 found her guilty of manslaughter. She is presently incarcerated serving a sentence of ten years at hard labor, enhanced by two years under La.R.S. 14:95.2. She is before this court on appeal from the verdict and sentence in that case.

ASSIGNMENTS OF ERROR NOS. 1, 2, 3, 5 AND 9

These assignments of error were neither briefed nor argued. Therefore, they are considered abandoned. State v. Dewey, 408 So.2d 1255 (La.1982).

ASSIGNMENT OF ERROR NO. 4

Appellant claims the trial court erred in allowing the testimony of Margi Chadulla, an employee of the answering service under contract with Mrs. Montgomery's friend and attorney, William Lambert. Appellant contends that Mrs. Chadulla's testimony should have fallen within the attorney-client privilege since Mrs. Chadulla was an agent of Mr. Lambert by reason of her employment with Mr. Lambert's answering service.

There is no Louisiana authority for the proposition that agents of an attorney fall within the attorney-client privilege. However, in analyzing the attorney-client privilege, Louisiana courts have relied on common law authorities. New Orleans Saints v. Griesedieck, 612 F.Supp. 59 (E.D.La. 1985), affirmed, 790 F.2d 1249 (5th Cir. 1986); State v. Rankin, 465 So.2d 679 (La. 1985); Succession of Norton, 351 So.2d 107 (La.1977). Some common law states provide by statute that agents of an attorney fall within the privilege. See, eg. Cal Evid. Code sec. 952; Colo.R.S. XX-XX-XXX; Fla.Stat.R.Cr.P. Rule 3.216(a); Minn.Stat. Ann. sec. 595.02. Many other states, although not having a specific statute dealing with agents of the attorney, have expanded their general attorney-client privilege to include agents. Other jurisdictions have concluded that for the attorney-client privilege to apply, the communication must have been made to an attorney, or his agent, while seeking legal advice or representation and must have been intended as confidential. When the communication is made in the presence of third parties, the intent of confidentiality is generally lacking.

If a third party's presence is required for the transmission of the information and the client had a reasonable expectation of confidentiality, the privilege will not be lost. McCORMICK EVIDENCE HORNBOOK sec. 91 (2d Ed., 1972).

"It has never been questioned that the privilege protects communications to the attorney's clerks and his other agents (including stenographers) for rendering his services. The assistance of these agents being indispensable to his work and the communications of the client being often necessarily committed to them by the attorney or by the client himself, the privilege must include all the persons who act as the attorney's agents."

8 WIGMORE, EVIDENCE sec. 2301 (McNaughten Rev.1961). Whether the presence of a third party will destroy the privilege depends on the identity of the third party and whether the client could *712 reasonably have believed the communication would remain confidential.

In Asbury v. Beerbower, 589 S.W.2d 216 (Ky.1979), a report made by an insured to his insurance company concerning an event which was the basis of the claim against the insured was held to fall within the attorney-client privilege. The court noted that the insured had an obligation to cooperate with the insurer who was expected to provide an attorney. Thus, the court found that the insurer was acting as an attorney's agent.

In State v. Pavin, 202 N.J.Super. 255, 494 A.2d 834 (1985), the court found that under the circumstances a report made to an insurer did not fall within the attorney client privilege. The court held that the privilege should be held to shield communications between the insured and the adjuster only where the communications were in fact made to the adjuster for the dominant purpose of the defense of the insured by an attorney and where confidentiality was the reasonable expectation of the insured. The court found that the insured was interviewed before the criminal litigation had commenced and that the adjuster was not acting on an attorney's instructions. Thus, the court held the privilege did not apply.

In Brown v. State, 448 N.E.2d 10, 14 (Ind.1983), the court held:

"The attorney-client privilege is recognized as attaching to communications between the agent of an attorney and the client, provided the communication is made to the agent upon the same subject matter about which the attorney was consulted and the agent was retained by the attorney for the purpose of assisting him and rendering legal advice to or conducting litigation on behalf of the client."

In Brown, statements made by the defendant to a polygraph examiner hired by defendant's attorney were held to fall within the privilege.

In People v. Knippenburg, 66 Ill.2d 276, 6 Ill.Dec. 46, 362 N.E.2d 681 (1977), statements made by a defendant to an investigator hired by defendant's attorney were held to be privileged. In Taylor v. Taylor, 179 Ga. 691, 177 S.E. 582 (1934), the court held that the privilege applied to an attorney's confidential secretary who was present during discussions with the client.

Louisiana recognizes an attorney-client privilege over communications made by a person to his attorney when the attorney received the communication by reason of his being a legal advisor. LSA-R.S. 15:475. In New Orleans Saints v. Griesedieck, 612 F.Supp. at 62, the court listed the following elements for determining whether the attorney-client privilege should apply: 1) the asserted holder of the privilege is or sought to become a client; 2) communication is made to an attorney or his subordinate, in his professional capacity; 3) communication is made outside the presence of strangers; 4) for the purpose of obtaining an opinion on the law or legal services; and 5) the privilege is not waived. What is vital to the privilege is that the communication be made in confidence for the purpose of obtaining legal advice from the lawyer. We determine that Griesedieck sets forth the proper Louisiana standard of attorney-client privilege applied to agents.

In the instant case, Ms. Chadulla worked for the answering service which Mr. Lambert used. Mr. Lambert's instructions to the answering service were to take down the name of the person calling and the subject matter of the call. Ms. Chadulla testified that when she asked defendant what the call was about, the defendant replied "I shot my husband." Ms.

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Bluebook (online)
499 So. 2d 709, Counsel Stack Legal Research, https://law.counselstack.com/opinion/state-v-montgomery-lactapp-1986.