Rabie Cortez v. Palace Holdings, S.A. De C.V.
66 So. 3d 959
| Fla. Dist. Ct. App. | 2011Background
- Cortez, a California resident, vacationed at Moon Palace in Cancun and was sexually assaulted by a masseuse.
- She sued Florida-defendant Palace Resorts, Inc. and related entities in Miami-Dade County for negligent vacation packaging and vicarious liability; Costco Travel was later dismissed.
- Defendants moved to dismiss on forum non conveniens, arguing Mexico is an available and adequate forum; the trial court granted the motion following Kinney analysis.
- The court relied on affidavits and expert reports; the order concluded Mexico is adequate and the Kinney factors favor dismissal.
- On appeal, the Third District affirmed, applying Kinney and emphasizing deference to trial court discretion, while a concurring-dissent criticized the approach and evidence.
- Key issues include availability/adequacy of Mexico as an alternate forum, private/public interest factors, and the burden of proof on the moving party.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Availability and adequacy of the foreign forum | Cortez contends Quintana Roo is available and adequate for her claims. | Defendants contended Quintana Roo is available and adequate to resolve the action. | Mexico was not shown as an adequate/available forum based on record; order vacated for this issue. |
| Private interests weighing | Cortez argues Florida forum choice deserves deference; private factors favor Florida. | Defendants contend private interests favor Mexico due to witnesses, documents, and location. | Private interests favored Mexico; the trial court did not abuse discretion in considering these factors. |
| Burden of proof under Kinney | Plaintiff maintains moving party bears burden to prove adequacy and convenience of alternate forum. | Defendants assert they carried Kinney's burden through affidavits and evidence. | The burden was not met due to reliance on defective/contradicted evidence; remand or reversal warranted. |
| Public interest considerations | Public interests should favor Florida given ties to the Florida-defendants and Florida law. | Mexico's public interest could be weighed if adequate forum existed and private factors balanced. | Public interest factors would support Florida, but since adequacy was not established, discussion was unnecessary. |
Key Cases Cited
- Kinney System, Inc. v. Continental Insurance Co., 674 So.2d 86 (Fla. 1996) (four-factor Kinney test for forum non conveniens; availability, private, public interests, and ability to reinstate)
- Ryder System, Inc. v. Davis, 997 So.2d 1133 (Fla. 3d DCA 2008) (abuse of discretion standard; live affidavits vs. live testimony context)
- Bridgestone/Firestone N. Am. Tire, LLC v. Garcia, 991 So.2d 912 (Fla. 4th DCA 2008) (affirming deference to trial court's Kinney factor balancing when record based on affidavits)
- Hilton Int'l Co. v. Carrillo, 971 So.2d 1001 (Fla. 3d DCA 2008) (adequacy/availability and forum non conveniens considerations in Kinney framework)
- Ciba-Geigy, Ltd. v. Fish Peddler, Inc., 691 So.2d 1111 (Fla. 4th DCA 1997) (adequacy of foreign forum; significant connection to forum considerations)
- Tananta v. Cruise Ships Catering & Servs. Int'l, N.V., 909 So.2d 874 (Fla. 3d DCA 2005) (foreign forum connection and corporate operations considerations)
- Kerzner Int'l Resorts, Inc. v. Raines, 983 So.2d 750 (Fla. 3d DCA 2008) (ties to forum considerations in private/public interest balancing)
- Resorts Int'l, Inc. v. Spinola, 705 So.2d 629 (Fla. 3d DCA 1998) (foreign forum adequacy and access to remedies in Kinney context)
- Kawasaki Motors Corp. v. Foster, 899 So.2d 408 (Fla. 3d DCA 2005) (public interest and forum non conveniens; cross-jurisdictional considerations)
