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Nelson County Board of Education v. Forte
337 S.W.3d 617
Ky.
2011
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Background

  • Carole Forte, a Nelson County teacher, was killed leaving a school by an unsecured gate pole blown by wind.
  • Gene Forte, as administrator of Carole Forte's estate, filed a wrongful-death tort action in Nelson Circuit Court in 2007 against the Nelson County Board of Education.
  • Forte also filed a protective claim in the Kentucky Board of Claims and sought abeyance while the circuit court decided immunity.
  • On August 1, 2008, the Board of Claims dismissed Forte's Board action with prejudice for statute of limitations, and Forte sought circuit court relief under the savings statute.
  • The Nelson Circuit Court vacated the Board's order on October 15, 2008 and remanded for a decision in abeyance; the Board of Education appealed and the Court of Appeals affirmed the circuit court.
  • On August 7, 2009, the circuit court granted summary judgment to the Board of Education on immunity; the two cases were consolidated for review.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether the Board of Claims had jurisdiction to hear immunity issues first Forte: circuit court should decide immunity; Board premature Board: Board has exclusive jurisdiction over immunity questions Board action premature and interposed in improper forum; circuit court should decide immunity first
Whether the savings statute tolls the statute of limitations so the Board action is timely Forte: savings statute tolls time until circuit decision; Board action timely Board: savings statute not applicable because Board lacked jurisdiction Savings statute tolling applies; however, Board action was premature and nullity
Whether the Court of Appeals properly dismissed Forte's appeal for failing to join a necessary party Forte: joinder rules do not render appeal defective; board may be non indispensable Board: Board of Education indispensable; appeal jurisdiction defective Nelson County Board of Education indispensable; appeal properly dismissed

Key Cases Cited

  • Yanero v. Davis, 65 S.W.3d 510 (Ky. 2002) (board authority cannot trump circuit court immunity decision)
  • Autry v. Western Kentucky University, 219 S.W.3d 713 (Ky. 2007) (ministerial vs governmental immunity distinctions)
  • Stallings v. City of Devondale, 795 S.W.2d 954 (Ky. 1990) (appellate joinder rule language)
  • Braden v. Republic-Vanguard Life Ins. Co., 657 S.W.2d 241 (Ky. 1983) (indispensable party rule on appeal)
  • Tri-County Nat. Bank v. Green Point Credit, LLC, 190 S.W.3d 360 (Ky. App. 2006) (motion to join indispensable party; appellate joinder)
  • Lassiter v. American Exp. Travel Related Services Co., Inc., 308 S.W.3d 714 (Ky. 2010) (substantial compliance in notices of appeal)
Read the full case

Case Details

Case Name: Nelson County Board of Education v. Forte
Court Name: Kentucky Supreme Court
Date Published: Apr 21, 2011
Citation: 337 S.W.3d 617
Docket Number: 2009-SC-000715-DG, 2010-SC-000149-DG
Court Abbreviation: Ky.