Justia Oklahoma Supreme Court Opinion Summaries

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After the Carter County, Oklahoma District Court adjudicated S.J.W. (child) as deprived, Parents-appellants appealed. S.J.W., through child's attorney, filed a motion to dismiss the appeal for lack of subject matter jurisdiction. S.J.W. claimed the Chickasaw Nation had exclusive jurisdiction pursuant to 25 U.S.C. § 1911(a) based on the plain language in the Indian Child Welfare Act (ICWA), because S.J.W. resided within the Chickasaw reservation, notwithstanding the fact that S.J.W. was an Indian child and member of the Muscogee (Creek) Nation. Parents raised two issues to the Oklahoma Supreme Court: (1) whether Oklahoma courts have subject matter jurisdiction over a nonmember Indian child's deprived case arising in Carter County, which was completely within the external, territorial boundaries of the Chickasaw reservation; and (2) if the court did have jurisdiction, whether a delay in the adjudication hearing deprived Parents of their due process rights. With respect to the first issue, the Supreme Court held the district court had subject matter jurisdiction to adjudicate S.J.W. deprived. Pursuant to 25 U.S.C. § 1911(b), the State of Oklahoma shared concurrent territorial jurisdiction with an Indian child's tribe when the Indian child is not domiciled or residing on the Indian child's tribe's reservation. "In our dual federalism system, an Oklahoma district court's subject matter jurisdiction may be limited by the Oklahoma or U.S. Constitution. U.S. Const., amend. X; Okla. Const. art. I, §§ 1, 7(a)." In addition, the Supreme Court found no violation of the Parents' right to due process of law as any delay was not "arbitrary, oppressive or shocking to the conscience of the court," and Parents had a meaningful opportunity to defend throughout the proceeding. View "In the Matter of S.J.W." on Justia Law

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Petitioners Grant and Kalan Lloyd sought to adopt minor child L.B.L. without Mother Sara Pollard's consent. The District Court found that Child was eligible for adoption without Mother's consent. Mother appealed, and the Court of Civil Appeals reversed the trial court. "Ideally, the child's best interests run together with the parent's. In practice these principles seldom conflict, because a trial court may usually give equal effect to both. Sometimes, this can only be done by ensuring the parent's due process rights are protected, then considering which outcome is in the child's best interests." Here, the Oklahoma Supreme Court found that the Court of Civil Appeals specifically acknowledged the best interests of the child standard, but allowed it to be outweighed by other considerations in reaching its conclusion. Consequently, the Supreme Court vacated the Court of Civil Appeals opinion, affirmed the trial court, and remanded the case to the trial court for further proceedings. View "In the Matter of the Adoption of L.B.L." on Justia Law

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Appellees Jean Norris a/k/a Jeannie Norris, Carol Mikles, and Kenneth Hopcus (collectively Cousins) brought this action seeking an order declaring them as the primary beneficiaries of an Individual Retirement Account (IRA) belonging to their cousin, Sandra Pool (Decedent), based on the IRA plan language and a beneficiary designation executed by Decedent. Appellant Steven Pool, the son of Decedent (Son), sought an order declaring him the sole beneficiary of the IRA based on a change of beneficiary form received by the IRA custodian, Stifel Nicolaus & Company (Stifel), after Decedent's death. The district court granted summary declaratory judgment in favor of Cousins, determining they were the beneficiaries of the IRA. Son timely appealed, and the Court of Civil Appeals (COCA) affirmed. The very narrow question in this case for the Oklahoma Supreme Court's resolution was whether Stifel had to be in possession of the executed change of beneficiary form prior to Decedent's death to constitute a valid change of beneficiary. To this, the Court answered in the negative: Decedent substantially complied with all the requirements of the IRA plan language to designate Son as the beneficiary of her IRA account except for Stifel receiving the form in the mail prior to her death. The Court exercised its equitable powers to disburse the IRA funds per Decedent's intent. View "Norris v. Pool" on Justia Law

Posted in: Trusts & Estates
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Erasmo Paredes sustained an on-the-job injury in late 2019. He continued working for his employer, Schlumberger Technology Corp., until January 30, 2020. His employer's insurance carrier, Travelers Indemnity Company of America, provided voluntary medical treatment to Paredes from January 3, 2020, through February 14, 2020. Paredes's CC-Form 3 Claim for Compensation was filed on December 3, 2020, alleging an injury date of December 29, 2019. This claim was filed ten months after Paredes's last medical treatment, but within one year from the date of his injury. Travelers's counsel entered an appearance in the Workers' Compensation case on December 22, 2020. On February 18, 2021, the affidavit of Travelers's claims handler was filed with attachments indicating Travelers provided medical treatment to Paredes in the total amount of $1,371.47. No disability benefits were paid. On the same date, counsel for Travelers filed the CC-Form 10 Answer and Notice of Contested Issues on behalf of Schlumberger raising the defense of statute of limitations pursuant to Section 69(A)(1) of Title 85 A. 1 Schlumberger also denied compensable injuries, alleged pre-existing conditions pursuant to 85A O.S. Supp. 2019, § 2(9)(b)(6), and denied benefits. An ALJ issued an order that was filed on May 13, 2021, concluding that Paredes's claim was not barred by Section 69(A)(1). Schlumberger appealed to the Workers' Compensation Commission ("Commission"), and the parties filed written arguments. Oral argument before the Commission was held on January 14, 2022. The Commission, sitting en banc, affirmed the Decision of the ALJ by order filed January 18, 2022. Schlumberger appealed to the Oklahoma Supreme Court seeking review of the Commission's interpretation of 85A O.S. Supp. 2019, § 69(A)(1). Finding no error in the Commission's interpretation, the Supreme Court affirmed. View "Schlumberger Technology Corp. v. Travelers Indemnity Co. of America" on Justia Law

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In 2018, ONEOK Arbuckle II Pipeline, LLC began construction of a natural gas liquid pipeline to transport Oklahoma production to the interstate market. The pipeline required electricity to operate a series of pump stations, including the Binger II Pump Station. The location for the proposed Binger II was in the certified territory of CKenergy Electric Cooperative, Inc., which has exclusive rights to provide electricity in the area pursuant to the Retail Electric Supplier Certified Territory Act. Relying on the large-load exception to the RESCTA, OG&E submitted a bid to provide service to the Binger II, which ONEOK accepted, and the parties contracted for service. CKenergy appealed this contract to the Oklahoma Corporation Commission asserting that it was a violation of its exclusive rights under the RESCTA. The Commission enjoined OG&E's service, concluding that the meaning of "extending its service" in section 158.25(E) limited the manner or mechanism which OG&E could use to provide service under the large-load exception. OG&E and ONEOK appealed, the Oklahoma Supreme Court retained both appeals, and consolidated the cases. The Supreme Court held that section 158.25(E) allowed OG&E to extend its service to large loads in the manner proposed. Therefore, the Commission's order enjoining OG&E was vacated and remanded for further proceedings. View "Okla. Gas & Electric Co. v. State ex rel. Okla. Corp. Comm'n" on Justia Law

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During the summer of 2021, Appellants Edmond Public School Board Members and Edmond Public School District Superintendent, Angela Grunewald, (collectively "District") anticipated a complete return to in-person instruction for the 2021-2022 school year. Prior to the start of the school year, the Oklahoma City County Health Department ("OCCHD") expressed to District that quarantines should be recommended rather than required. In response, District prepared a standard letter that alerted parents when their child was exposed to a positive COVID-19 case, which left the responsibility "for carrying out a quarantine or not" up to the parents. School began on Thursday, August 12, 2021. By the fourth day of school, District reported 140 positive cases of COVID-19 which rose to 170 positive cases on the fifth day of the school year. The District thereafter implemented a policy consistent with the OCCHD’s recommendation and informed parents of the policy by email. As a result of the Policy, several unvaccinated students were required to quarantine due to being identified as a close contact. The Appellees, parents of children enrolled in Edmond Public Schools affected by the Policy ("Parents"), individually and on behalf of their children, filed a Petition for Declaratory Judgment and Injunctive Relief and an Application for Temporary Restraining Order ("TRO") alleging the policy violated state statutory and federal constitutional rights. District objected, and the TRO was denied. The trial court denied relief on all three counts pleaded in the Petition, but granted a Temporary Injunction based on Parents' Equal Protection Clause argument and enjoined District from implementing or enforcing the Policy. The District appealed. The trial court determined Parents were likely to succeed on the merits of their Equal Protection Clause claim against District but were unlikely to succeed on the merits of their claim that the Policy violated 70 O.S.Supp.2021, § 1210.189(A)(1). The Oklahoma Supreme Court found the trial court improperly interpreted § 1210.189(A)(1) and incorrectly concluded Parents were unlikely to succeed on the merits of their claim that the Policy violated § 1210.189(A)(1). Because the Supreme Court determined the policy violated 70 O.S.Supp.2021, § 1210.189(A)(1), it did not address the Equal Protection Clause argument. The trial court’s order was vacated and a declaratory judgment was granted in favor of the Parents. View "Shellem v. Gruneweld" on Justia Law

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Petitioners were healthcare providers and an advocacy group, the Oklahoma Call for Reproductive Justice. Respondents were various state officials: the Attorney General of the State of Oklahoma, the district attorneys of Oklahoma and Tulsa counties, and the heads of various Oklahoma medical agencies. Petitioners filed this original proceeding asking the Oklahoma Supreme Court to assume original jurisdiction and grant declaratory relief concerning the constitutionality of two statutes, 21 O.S. 2021, § 8612 and 63 O.S. Supp. 2022, § 1-731.43, which criminalized performance of certain abortions. They requested the Supreme Court either issue an injunction preventing the enforcement of these statutes or, alternatively, issue a writ of prohibition preventing the Respondents from enforcing these statutes. Petitioners alleged the two statutes violate inherent rights and substantive due process rights guaranteed by sections 24 and 75 of article II of the Oklahoma Constitution. The gravamen of their argument was, following the recent decision of the United States Supreme Court in Dobbs v. Jackson Women's Health Org., 142 S. Ct. 2228 (2022), that the Oklahoma Constitution provides an independent right to terminate a pregnancy and that right was unaffected by the Dobbs opinion. In addition, Petitioners alleged the statutes were unconstitutionally vague and that § 861 was repealed by implication by § 1-731.4. The Supreme Court held that the Oklahoma Constitution created an inherent right of a pregnant woman to terminate a pregnancy when necessary to preserve her life. "Absolute certainty is not required, however, mere possibility or speculation is insufficient." The Court made no ruling on whether the Oklahoma Constitution provides a right to an elective termination of a pregnancy, i.e., one made outside of preserving the life of the pregnant woman. "Regulations that significantly impair an inherent right must survive strict scrutiny." View "Oklahoma Call for Reproductive Justice v. Drummond" on Justia Law

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Plaintiff Sue Chimento brought claims for defamation, negligence, intentional interference with business relations, false representation, constructive fraud, and conspiracy against Defendants Gallagher Benefit Services, Inc., and Scott McCoy, based on allegations they made to the Tulsa Police Department, Tulsa County District Attorney's Office, and the Oklahoma Insurance Department that she had embezzled money while under their employment. The trial court granted partial summary judgment to Defendants, finding that their statements to the police and district attorney were subject to an absolute privilege and their statements to Oklahoma Insurance Department were subject to a qualified privilege under 36 O.S. § 363. The trial court certified its order granting partial summary judgment for interlocutory review. The Oklahoma Supreme Court held that Defendants' statements to the police, the district attorney, and the Oklahoma Insurance Department were afforded a qualified privilege. View "Chimento v. Gallagher Benefit Services" on Justia Law

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In January 2021, Plaintiff-appellant Nancy MeGee, as Personal Representative of and on behalf of the Estate of David MeGee, filed a wrongful death action against Defendants-appellees El Patio, LLC and Dylan Welch, an employee of El Patio. The petition alleged Welch intentionally and negligently over-served MeGee resulting in his death. It was alleged that Welch and other El Patio employees served MeGee twelve beers and five shots of tequila over the course of seven hours and then allowed him to drive. The petition further alleged several servers bet MeGee $200.00 that he would not meet them at a bar in Oklahoma City later that night. Welch and the servers knew MeGee was leaving El Patio to drive to Oklahoma City to collect on the bet. MeGee reached speeds of 97 mph on his way and collided with the rear end of a tractor-trailer on I-40 near El Reno, Oklahoma. He was ejected from the vehicle and pronounced dead at the scene. There were two issues presented for the Oklahoma Supreme Courts review on appeal: (1) should dram shop liability be extended to create a cause of action for a voluntarily intoxicated adult patron who is injured or dies as a result of his own intoxication; and (2) does a voluntarily intoxicated adult who accepts a bet to drive a motor vehicle and injures himself as a result of his own intoxication have a cause of action against the bettor? The Supreme Court reaffirmed its holding in Ohio Casualty Insurance Co. v. Todd, 813 P.2d 508, that the commercial vendor was not liable to the voluntarily intoxicated adult patron who injures himself. The Court declined to recognized a cause of action holding a bettor liable in circumstances alleged in this case. View "MeGee v. El Patio" on Justia Law

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Plaintiff-respondent Tres C, LLC was an Oklahoma limited liability company whose members were Viola "Tincy" Cowan, her son David Cowan, her daughter Karlea Cowan Ewald, her grandson Scot Meier, and her granddaughter Marsha Bukowski. Tres C was a successor-in-interest to certain mineral interests a the 320-acre lot in Blaine County, Oklahoma, that were formerly owned by the parents of Tincy's late husband, George and Coral Cowan. In February 1955, George and Carol Cowan executed an oil and gas lease in favor of J.J. Wright (hereinafter "the Lessee") concerning those mineral interests. Under its habendum clause, the Cowan Lease would remain valid for a primary term lasting 10 years and then--so long as a producing well was drilled--for a secondary term lasting "as long thereafter as oil, gas, casinghead gas, casinghead gasoline, or any of the products covered by this lease is or can be produced." Defendants-petitioners were the Lessee's current successors-in-interest under the Cowan Lease. This appeal concerned the trial court's judgment that granted Plaintiff's petition to cancel defendant's oil and gas lease and to quiet title in its favor so that a third party could exercise the option of executing a new lease. The Court of Civil Appeals conditionally affirmed the trial court's judgment, but remanded the matter with instructions to address the noncontractual defense of obstructions, set forth in Jones v. Moore, 338 P.2d 872. The Oklahoma Supreme Court granted certiorari to address whether the trial court erred in applying a rule of law that analyzed only a 3-month window of time for assessing whether a dip in the existing well's production was a cessation of production in paying quantities such that defendants' lease expired by its own terms. On de novo review, the Court found the trial court did err insofar as it relied upon the lease's cessation-of-production clause to define the time period for assessing profitability. The Court vacated the Court of Civil Appeals' opinion, reversed the trial court's judgment, quieted title in favor of Defendants, and remanded the case for further proceedings. View "Tres C, LLC v. Raker Resources" on Justia Law