Shane v. Parish of Jefferson
150 So. 3d 406
La. Ct. App.2014Background
- William Henry Shane, a private citizen and member of private political groups, exchanged political e‑mails with Lucien Gunter (former JEDCO executive) using Gunter’s JEDCO e‑mail account; the e‑mails concerned the 2010 Jefferson Parish School Board elections.
- Postlethwaite audit and a subsequent Jefferson Parish internal audit reviewed copies of those e‑mails; JEDCO declined a public‑records request for the e‑mails asserting they were private.
- The Times‑Picayune requested the e‑mails from Jefferson Parish (which collected copies from the internal auditor); the Parish determined the e‑mails were public records and planned production.
- Shane sought a TRO and preliminary injunction to block disclosure; the district court found the e‑mails were public records because they were used in the internal audit, ordered production with redaction of private citizens’ names, and issued a 30‑day preliminary injunction to allow redactions.
- On appeal the court reversed: it held the e‑mails were private (not public records under La. R.S. 44:1A(2)(a)), the Parish was not the custodian merely because its auditor reviewed copies, and Shane’s privacy and associational interests outweighed the public interest in disclosure.
Issues
| Issue | Plaintiff's Argument (Shane) | Defendant's Argument (Parish/Times‑Picayune) | Held |
|---|---|---|---|
| Are the e‑mails "public records" under La. R.S. 44:1A(2)(a)? | E‑mails were private political communications unrelated to JEDCO business, so not public records. | Because the e‑mails resided on a JEDCO account and were used in audits, they are public records. | Held: Not public records — content shows they were private and unrelated to JEDCO business. |
| Did Parish become a custodian by virtue of its internal auditor obtaining copies? | Mere review/possession by the internal auditor did not transfer custody or control from JEDCO. | The internal audit made the Parish a custodian and authorized production. | Held: Parish is not a custodian; JEDCO remains the custodian under local ordinance. |
| Do Shane’s privacy and associational rights bar disclosure even if records were public? | Shane has reasonable expectation of privacy and First Amendment associational rights that outweigh disclosure. | Public has a right to know about possible misuse of public resources; redactions suffice. | Held: Privacy and association outweigh disclosure; redaction would not salvage release of otherwise private communications. |
| Is a preliminary injunction warranted to enjoin production? | Injunction necessary to prevent constitutional invasion of privacy and association. | Disclosure is lawful; injunction improper or should allow only limited redactions. | Held: Preliminary injunction granted — disclosure enjoined. |
Key Cases Cited
- Title Research Corp. v. Rausch, 450 So.2d 933 (La. 1984) (constitutional right of access to public records construed liberally in favor of disclosure)
- DeSalvo v. State, 624 So.2d 897 (La. 1993) (definition and scope of privacy under Louisiana Constitution)
- NAACP v. Alabama ex rel. Patterson, 357 U.S. 449 (U.S. 1958) (compelled disclosure of membership/associational information may violate First Amendment freedom of association)
- Capital City Press v. East Baton Rouge Parish Metropolitan Council, 696 So.2d 562 (La. 1997) (test for reasonable expectation of privacy requires both subjective expectation and objective societal recognition)
- Landis v. Moreau, 779 So.2d 691 (La. 2001) (public records statutes and liberal construction favoring access)
