Clark v. Neese
131 So. 3d 556
| Miss. | 2013Background
- Helen Schroeder, a severely injured passenger with diminished mental capacity, was in a car driven by her husband Harry when a log truck rear-ended them, killing Harry.
- In federal court, Helen (individually and as a wrongful-death beneficiary) claimed Sullivan’s negligence caused the accident and denied Harry’s negligence.
- The federal court denied Sullivan’s summary judgment; Helen and Sullivan settled and executed a release, and the federal case was dismissed.
- Helen then sued Harry’s estate in Mississippi circuit court, alleging Harry negligently failed to yield and pulled into Sullivan’s path at an extremely slow rate.
- The estate moved for summary judgment, arguing Helen’s circuit complaint contradicted federal admissions and that the settlement barred the state claim through estoppel, accord and satisfaction, release, and merger.
- The trial court granted summary judgment for the estate on judicial estoppel grounds, finding Helen knowingly contradicted her federal position and that the release evidenced acceptance of that position.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| May denied federal admissions be used for judicial estoppel? | Schroeder contends Rule 36(b) controls; denial cannot trigger estoppel. | Estate argues admissions/denials aid evaluating inconsistent positions; federal rule is not controlling Mississippi law. | Yes; the trial court properly considered denied admissions for judicial estoppel. |
| Did Kirk establish the Mississippi test for judicial estoppel without an adverse-party requirement? | Kirk requires adverse parties to bar claims;estate relied on outdated rule. | Kirk provides three elements and does not require adverse parties. | The adverse-party requirement is eliminated; Kirk's three elements govern. |
| Did judicial estoppel bar Helen’s state-court claim against the estate? | Positions were not knowingly inconsistent; discovery caused a later development; no bar. | Helen’s inconsistent positions and settlement show an unfair advantage; estoppel applies. | Judicial estoppel does not bar; remand for other estoppel theories. |
| Should the case have been decided on other estoppel theories beyond judicial estoppel? | Address equitable estoppel, accord and satisfaction, release, merger. | Estoppel theories may apply; court should consider merits if estoppel alone is insufficient. | Remanded to address those theories; judicial estoppel reversed. |
Key Cases Cited
- Kirk v. Pope, 973 So.2d 981 (Miss. 2007) (three elements of judicial estoppel; no adverse-party requirement)
- Daughtrey v. Daughtrey, 474 So.2d 598 (Miss. 1985) (court cases guiding judicial estoppel doctrines)
- Banes v. Thompson, 352 So.2d 812 (Miss. 1977) (early judicial estoppel authority in Mississippi)
- Thomas v. Bailey, 375 So.2d 1049 (Miss. 1979) (discusses adverse-party considerations in judicial estoppel)
- Rankin v. American Gen. Fin., Inc., 912 So.2d 725 (Miss. 2005) (cites judicial estoppel lineage and related authorities)
- In re Mun. Boundaries of City of Southaven, 864 So.2d 912 (Miss. 2003) (judicial estoppel considerations within Miss. context)
