HELENA COUNTRY CLUB v. BILLY RAY BROCATO
535 S.W.3d 272
Ark.2018Background
- Brocato sued Helena Country Club for breach of an oral pool-maintenance agreement and ADTPA damages; Club counterclaimed alleging fraud and ADTPA violations.
- Club was represented by attorney Charles E. Halbert, Jr., who also served on the Club’s board.
- Brocato planned to introduce at trial an alleged statement by Halbert (during a telephone settlement discussion): “We aren’t paying him a f*ing thing.”
- The Club moved to exclude the statement under Ark. R. Evid. 408 and warned that admission might require Halbert’s disqualification; Brocato responded the remark was not made during settlement or was admissible to show intent/bias and that Halbert would be a board witness.
- The circuit court disqualified Halbert without a motion to disqualify and without applying the three-part test from Weigel for when opposing counsel seeks to call trial counsel as a witness.
- The Arkansas Supreme Court granted interlocutory review of the disqualification order and reversed, holding the trial court abused its discretion by disqualifying counsel without the required showing.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether the trial court properly disqualified Club’s counsel because opposing counsel said he would call that attorney as a witness | Brocato argued Halbert’s testimony (or the alleged statement) was relevant to intent/bias and Halbert would be called as a board witness; he did not move to disqualify Halbert | Club argued evidence was settlement-related and inadmissible under Rule 408 and that admission would require disqualification of Halbert | Reversed — court abused its discretion; disqualification requires satisfaction of Weigel factors, which Brocato failed to demonstrate and did not request disqualification |
Key Cases Cited
- Weigel v. Farmers Ins. Co., 356 Ark. 617 (disqualification when opposing party seeks to call counsel as witness requires three-part showing)
- Haase v. Starnes, 337 Ark. 193 (appealability limits; evidentiary rulings not final here)
- Craig v. Carrigo, 340 Ark. 624 (disqualification is drastic and subject to abuse-of-discretion review)
