Justia Oklahoma Supreme Court Opinion Summaries
Kpiele-Poda v. Patterson-UTI Energy, et al.
In 2018, Mwande Serge Kpiele-Poda ("Employee") was injured at a wellsite while repairing a conveyor that activated and crushed his legs. While Employee's Workers' Compensation claim was still pending, he filed a petition asserting negligence and products liability against his employers, two wellsite operators, and the manufacturers and distributors of the conveyor. Ovintiv Mid-Continent, Inc. was named in the body of the petition but omitted from the caption. After the statute of limitations period expired, Employee amended his petition to add Ovintiv Mid-Continent, Inc. as a defendant in the petition's caption. A second amended petition added other parties. Ovintiv Mid-Continent, Inc. moved to dismiss arguing the claim was time-barred because the amended petition did not relate back to the first petition. Employee's employers also moved to dismiss arguing the Administrative Workers' Compensation Act and Oklahoma precedent precluded employees from simultaneously maintaining an action before the Workers' Compensation Commission and in the district court. The district court granted each dismissal motion and certified each order as appealable. The Oklahoma Supreme Court retained and consolidated Employee's separate appeals, holding: (1) the district court erred when it dismissed Employee's action against Ovintiv Mid-Continent, Inc. as time-barred; and (2) the district court properly dismissed Employee's intentional tort action for lack of subject matter jurisdiction. View "Kpiele-Poda v. Patterson-UTI Energy, et al." on Justia Law
Owens v. Owens
Respondent-appellant Wife appealed the property division incorporated into a divorce decree. The parties initially agreed to a settlement after mediation, but Wife later changed her mind. Petitioner-appellee Husband moved to enforce the settlement agreement, and the trial court held a hearing on the request. The trial court's divorce decree divided property between the parties based on information provided at the settlement conference and the hearing. Wife contended that the court's property division was unfair, and she appealed. The Oklahoma Supreme Court questioned the timeliness of Wife's appeal but allowed the appeal to proceed, reserving consideration of the timeliness issue until the decisional stage. After review, the Court determined Wife's appeal of the trial court's judgment was timely, and that the property division reached by the trial court was fair, just, and reasonable. Therefore judgment was affirmed. View "Owens v. Owens" on Justia Law
Posted in:
Family Law
Gray v. Fidelity Brokerage Services
Appellants Amy Gray, Jerry Dickman, Jeffrey Dickman, and Deborah Henderson (collectively Children) brought an action seeking an order declaring Children as the primary beneficiaries of a Profit-Sharing Plan (PSP) and an Individual Retirement Account (IRA) belonging to their father, J. Jerry Dickman (Decedent), based on the language in an antenuptial agreement and two beneficiary designations executed by Decedent. Appellee Linda Dickman, the wife of Decedent (Wife), sought an order declaring her the sole beneficiary based on the order of succession. The district court granted summary declaratory judgment in favor of Wife, determining she was the sole beneficiary of both the PSP and IRA. Children appealed, and the Court of Civil Appeals (COCA) reversed and remanded with instructions. The Oklahoma Supreme Court granted certiorari review to address: (1) whether the antenuptial agreement between Wife and Decedent was broad enough to cover the PSP and to waive any right Wife had to consent to the rollover of assets from the PSP to an IRA and to designate beneficiaries; (2) whether despite the antenuptial agreement, Wife's consent was necessary under federal law to roll over the plan's assets to an IRA and designate beneficiaries; (3) whether the Court should reform the IRA beneficiary designations to give effect to Decedent's intent; and (4) whether the Supreme Court should transfer the remaining assets maintained in the PSP to the IRA. The Supreme Court held that the antenuptial agreement between Wife and Decedent covered the PSP, making it Decedent's separate property. Decedent had exclusive rights to the PSP, including the right to designate beneficiaries. Wife's consent was not necessary under federal law because the PSP was not an ERISA plan. The Supreme Court further held Decedent substantially complied with all the requirements to designate beneficiaries to his IRA account, and the Court exercised its equitable powers to reform the beneficiary designations to disburse the IRA funds per Decedent's intent. However, Decedent never initiated the process of transferring to the IRA the remaining assets maintained in the PSP. The remaining assets should therefore be distributed per the PSP beneficiary designation. View "Gray v. Fidelity Brokerage Services" on Justia Law
Posted in:
Trusts & Estates
Whittington v. Durant H.M.A.
The issue on appeal was whether the trial court abused its discretion by relying on an attorney's controverted affidavit to prove bad faith litigation conduct and whether the trial court had before it sufficient evidence to support the trial court's award of attorney fees based on maintaining or defending an action in bad faith. The trial court concluded that Durant H.M.A.'s litigation conduct was "done in bad faith, was oppressive, vexatious and willful," and sanctioned Durant to pay Plaintiff's attorney fees and costs. The Oklahoma Court of Civil Appeals reversed the trial court order in its entirety. The Oklahoma Supreme Court previously granted the petition for certiorari, and now vacated the COCA decision and reversed the trial court's granting of attorney fees and costs. "We recognize that the trial court was very familiar with this case which began in June of 2016, and eventually resulted in judgment entered in January of 2018. The trial court was in the best position to evaluate the demeanor and credibility of the parties and counsel over the course of one-and-a-half years. However, based upon the totality of the record, we find that the trial court had insufficient evidence to support an award of attorney fees as a sanction for bad faith litigation conduct and abused its discretion in finding that Durant's actions amounted to bad faith." View "Whittington v. Durant H.M.A." on Justia Law
Posted in:
Civil Procedure
Cole v. Bank of America
Daniel Cole, after a favorable appellate ruling vacating judgment against him, filed this action including claims for malicious prosecution action against Bank of America, N.A. (Bank) and its legal counsel, Shapiro & Cejda, LLC, Kirk J. Cejda, and Lesli J. Peterson (Attorneys). Cole alleged that Bank and Attorneys acted with malice and without probable cause when they filed a foreclosure action against him and obtained judgment for a loan modification agreement defendants knew he had not signed. Cole alleged that not only was the prior foreclosure action spurious; but Bank intentionally or recklessly hid the fact of a subsequent loan modification by Cole's former wife, until after judgment was obtained against him. He further alleged that Bank and Attorneys made false and misleading statements in their summary judgment motion when they withheld their knowledge of the loan modification and provided only a copy of the original note which Cole and his former wife had signed. Cole pointed out that Bank and Attorneys repeatedly misled him as well as the trial court to believe that there was only a single operative note. Cole stated that he prevailed on appeal and the trial court was directed to vacate the judgment against him. On the same day the trial court vacated judgment, Bank filed a dismissal without prejudice stating that "said defendant not being a necessary party herein." Cole claimed he was entitled to recover compensatory damages to include attorney fees, time missed from work, damage to his credit score, as well as emotional distress and punitive damages. A district court dismissed the claims for malicious prosecution; Cole appealed. The Oklahoma Supreme Court held that the original action was terminated in Cole's favor where (1) he succeeded on appeal in vacating judgment; (2) the law of the case established that foreclosure judgment against him was inherently defective; and (3) on remand, bank dismissed Cole from foreclosure action, then amended petition continuing the action against a different party. View "Cole v. Bank of America" on Justia Law
Posted in:
Civil Procedure, Legal Ethics
Price v. Zhang
Four years after appellant-plaintiff Charlie Price filed a medical negligence/wrongful death action because his wife died from a stroke following surgery, the trial court dismissed the case for failure to prosecute. Price moved for new trial arguing that he was denied due process because he was not given adequate notice of the hearing which resulted in the trial court's dismissal of his lawsuit. The trial court denied the motion for new trial, and the Court of Civil Appeals affirmed the trial court. After its review, the Oklahoma Supreme Court held that because plaintiff was not afforded adequate notice of the hearing in which the trial court dismissed the case, due process required that the dismissal be vacated. View "Price v. Zhang" on Justia Law
Posted in:
Civil Procedure, Medical Malpractice
Farris v. Masquelier
Plaintiffs-appellants filed suit in this water rights case claiming that defendants-appellees interfered with their rights by damming a stream that flowed down to plaintiffs' property. After a jury verdict in favor of defendants, plaintiffs appealed. The Oklahoma Court of Civil Appeals reversed, finding error in the jury instructions and remanded the case. The Oklahoma Supreme Court granted certiorari found no such errors, vacated the Court of Civil Appeals' decision and affirmed the trial court's denial of the motion for new trial. View "Farris v. Masquelier" on Justia Law
Posted in:
Civil Procedure, Real Estate & Property Law
Arulkumar v. Arulkumar
Raisa Pinto ("Mother") and Sailesh Arulkumar ("Father") were married in 2015. Both parents were trained physicians who attended medical school in India. In the summer of 2017, the couple moved to Oklahoma to allow Mother to attend a three-year Hematology and Oncology fellowship at the University of Oklahoma Health Sciences Center ("OUHSC"). In July 2017, shortly after beginning her fellowship, Mother gave birth to the couple's only child. At the time, Father was working in Tulsa, commuting from the couple's home in Oklahoma City. He later took a job in Oklahoma City to reduce his commute time. In April 2018, Mother filed for divorce in Oklahoma County. The trial court granted the couple's divorce on the grounds of incompatibility. In its order, the trial court designated Mother as the custodial parent, but ordered equal visitation time. The couple has adhered to the custody plan and split time with their child equally since the divorce. While completing the final year of her fellowship, Mother began her search for employment. During her job search, Mother applied to 120 positions and underwent thirty interviews. Of those interviews, Mother received seven job offers for positions located in California, New York, and Pennsylvania. Mother did not receive any job offers in Oklahoma. Prior to accepting an out of state job offer, Mother contacted Father to inquire if he knew of any job openings in Oklahoma. The next day Mother accepted an offer from a hospital in New York. Later that month, Mother notified Father of her intent to relocate to which Father timely objected. Although finding Mother's request was made in good faith, the trial court denied the relocation request finding Father met his burden showing relocation was not in the child's best interest. Mother appealed the trial court's ruling. After its review, the Oklahoma Supreme Court held the trial court did not abuse its discretion in denying Mother's proposed relocation. View "Arulkumar v. Arulkumar" on Justia Law
Posted in:
Family Law
Johnson v. Snow
While divorce proceedings between plaintiff-appellee Arnold Johnson (Husband) and Jacquelyn Johnson (Wife) were pending, Wife changed the primary beneficiary of her individual retirement account (IRA) from Husband to her adult children, defendants-appellants Dirk Snow and Duff Snow (collectively, Children). She also opened a new individual transfer on death (TOD) account and designated Children as the primary beneficiaries. Wife died before the divorce was granted, and the action abated. Thereafter, Husband filed the underlying declaratory judgment action to enforce the automatic temporary injunction entered in the divorce action. The district court concluded that the IRA and the funds used to open the TOD account were marital property and, therefore, Wife's acts violated the automatic temporary injunction, 43 O.S.2011 § 110(A)(1)(a), and were ineffective. The district court granted summary judgment to Husband and ordered that he be reinstated as the primary beneficiary of Wife's IRA and awarded the proceeds of the TOD account. Children appealed. The Oklahoma Supreme Court held that when the dissolution of marriage action abated, the district court was deprived of its jurisdiction to enforce the automatic temporary injunction. "It is undisputed that Children were designated as the primary beneficiaries at the time of Wife's death and, therefore, they are entitled to judgment as a matter of law." View "Johnson v. Snow" on Justia Law
Posted in:
Civil Procedure, Trusts & Estates
Galier v. Marco Wall Products
Michael Galier brought a negligence and products liability action against Defendant-Appellant Murco Wall Products, Inc., a Texas manufacturer. Galier alleged exposure to Murco's products caused him to contract mesothelioma. The Oklahoma County District Court denied Murco's motion to dismiss for lack of personal jurisdiction and, following a jury trial, granted judgment to Galier. The Court of Civil Appeals affirmed. The Oklahoma Supreme Court denied certiorari. The United States Supreme Court granted certiorari, vacated the Court of Civil Appeals' decision, and remanded for reconsideration in light of Bristol-Myers Squibb Co. v. Superior Court of California, San Francisco County, 137 S. Ct. 1773 (2017). The Court of Civil Appeals reaffirmed the district court. The Oklahoma Supreme Court previously granted certiorari to address whether the Court of Civil Appeals properly found that Oklahoma possesses specific personal jurisdiction over Murco, and determined that it did: " 'relationship among the defendant, the forum, and the litigation' "--supported specific jurisdiction. View "Galier v. Marco Wall Products" on Justia Law