176 So. 3d 542
La. Ct. App.2015Background
- Plaintiff Kathleen Bilbe owned property in New Orleans with unpaid ad valorem taxes for 2007 and 2010; she purchased the property in 2006.
- 2010 tax bill (mailed Dec. 2009) included 2010 taxes/fees and unpaid 2007 taxes; Bilbe made a partial payment toward 2007 in Feb 2010 and paid the full outstanding balance in July 2011 after receiving a notice of potential tax sale.
- Bilbe sued Norman Foster, Director of Finance, alleging he acted arbitrarily/capriciously outside his duties and deprived her of constitutional rights (42 U.S.C. § 1983), challenging inclusion of 2007 taxes on a 2011 tax-sale notice.
- Procedural history: Bilbe filed suit (2012); trial court denied her second motion to amend the petition (June 30, 2014); granted Foster’s summary judgment and denied Bilbe’s (Sept. 22, 2014); denied Bilbe’s motion for new trial (Dec. 1, 2014). Appeal followed.
- Key factual points: the 2011 notice included both 2007 and 2010 unpaid taxes; Bilbe conceded receipt of the 2011 notice; she did not pay 2010 taxes prior to the notice and did not make payments under protest.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Denial of second motion to amend petition | Amendment merely clarified constitutional bases, named official capacity, and clarified damages; undue to deny. | Trial court within discretion to deny post-answer amendment; denial not appealable until final judgment. | Denial affirmed; no abuse of discretion and review proper as part of appeal from final judgment. |
| Cross motions for summary judgment — § 1983 claim based on inclusion of 2007 taxes on 2011 tax-sale notice | Inclusion of 2007 taxes on 2011 notice violated La. R.S. 47:2131 (three-year limit to proceed to tax sale) and was arbitrary/capricious, depriving Bilbe of constitutional rights. | Foster complied with statutory duties (notice of delinquency and tax sale); 2011 notice also included 2010 unpaid taxes making property eligible for sale; inclusion of prior taxes was objectively reasonable and not misleading. | Foster’s summary judgment granted; Bilbe’s denied. Court held no genuine issue of material fact and Bilbe offered no evidence of arbitrary/capricious conduct or due-process deprivation. |
| Motion for new trial | Trial court’s summary judgment was contrary to law and evidence; therefore new trial required. | Trial court properly exercised discretion; Bilbe presented no supporting authority or evidence to show miscarriage of justice. | Denial affirmed; no abuse of discretion and judgment not contrary to law/evidence. |
Key Cases Cited
- American Mfrs. Mut. Ins. Co. v. Sullivan, 526 U.S. 40 (U.S. 1999) (elements required to state a § 1983 claim)
- Moresi v. State Through Dept. of Wildlife & Fisheries, 567 So.2d 1081 (La. 1990) (official immunity when performing judicial/legislative functions)
- Lambert v. Riverboat Gaming Enforcement Div., 706 So.2d 172 (La. App. 1 Cir. 1997) (absolute immunity principles for certain official acts)
- Our Lady of the Lake Hosp., Inc. v. Smith, 639 So.2d 730 (La. 1994) (summary judgment standards; genuine issue definition)
- Rivet v. State Dept. of Transp. & Dev., 800 So.2d 777 (La. 2001) (standard for granting new trial when judgment appears contrary to law and evidence)
- Smith v. Casino-New Orleans Casino, 101 So.3d 507 (La. App. 4 Cir. 2012) (summary judgment granted when no genuine factual issue remains)
