# Deon Danna v. the Ritz-Carlton Hotel Company, L.L.C., Marriott International, Inc., Russell Miller, and Zachary Curry

> Louisiana Court of Appeal · March 24, 2021

URL: https://www.frixlaw.com/law-library/cases/11077391

## Case

- **Court:** Louisiana Court of Appeal
- **Decided:** March 24, 2021
- **Precedential status:** Published
- **Opinion:** Opinion of the court by Judge Roland L. Belsome
- **Judges:** Judge Roland L. Belsome; Judge Daniel L. Dysart; Judge Joy Cossich Lobrano
- **Cited by:** 0 later opinions in the Frix Law Library

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## Opinion text

DEON DANNA * NO. 2020-CA-0116

VERSUS *
COURT OF APPEAL
THE RITZ-CARLTON HOTEL *
COMPANY, L.L.C., FOURTH CIRCUIT
MARRIOTT *
INTERNATIONAL, INC., STATE OF LOUISIANA
RUSSELL MILLER, AND *******
ZACHARY CURRY

CONSOLIDATED WITH: CONSOLIDATED WITH:

DEON DANNA NO. 2020-C-0187

VERSUS

THE RITZ-CARLTON HOTEL
COMPANY, L.L.C., MARRIOTT
INTERNATIONAL, INC.,
RUSSELL MILLER AND
ZACHARY CURRY

CONSOLIDATED WITH: CONSOLIDATED WITH:

DEON DANNA NO. 2020-CA-0318

VERSUS

THE RITZ-CARLTON HOTEL
COMPANY, L.L.C., MARRIOTT
INTERNATIONAL, INC.,
RUSSELL MILLER AND
ZACHARY CURRY

APPEAL FROM
CIVIL DISTRICT COURT, ORLEANS PARISH
NO. 2011-01015, DIVISION “N-8”
Honorable Ethel Simms Julien, Judge
******
Judge Roland L. Belsome
******
(Court composed of Judge Roland L. Belsome, Judge Daniel L. Dysart, Judge Joy
Cossich Lobrano)

LOBRANO, J., CONCURS IN THE RESULT
K. Randall Evans
Alex J. Granier
EVANS & CLESI, PLC
336 Lafayette Street
Suite 200
New Orleans, LA 70130-3672

COUNSEL FOR PLAINTIFF/APPELLEE

George D. Fagan
Reagan R. Wilty
LEAKE & ANDERSSON, L.L.P.
1100 Poydras Street
Suite 1700
New Orleans, LA 70163-1701

COUNSEL FOR DEFENDANT/APPELLANT

WRIT GRANTED; RELIEF GRANTED; EXCEPTION DENIED; APPEAL
AFFIRMED IN PART, REVERSED IN PART AND REMANDED

MARCH 24, 2021
RLB This decades-long litigation stems from the termination of Plaintiff, Deon
DLD
Danna, from his position as the Director of Engineering at the Ritz-Carlton Hotel,

New Orleans (Ritz). The following submissions are currently before this Court: a

writ application involving the sufficiency of the suspensive appeal, an exception of

no cause of action, and consolidated appeals related to the jury trial and a denial of

motions to tax costs. For the reasons set forth below, we grant the writ application

and grant the relief requested; we deny the exception of no cause of action; we

affirm the appeal, in part, on the jury trial and $1,650,000.00 award; and we

reverse the appeal, in part, on the motions to tax costs; and remand to the trial court

for further proceedings.

First, we will first address the writ application related to the sufficiency of

the suspensive appeal. Then, we will turn to the exception and the consolidated

appeals.

1
FACTUAL BACKGROUND AND PROCEDURAL HISTORY

Plaintiff worked as the Director of Engineering at the Ritz-Carlton, New

Orleans hotel for ten years, and was also a member of the Guidance Team. During

his employment discussions with management at the Ritz, Plaintiff was informed

that employees of the Ritz have rights as part of an employee promise, which was

different from other hotels. This promise was significant in Plaintiff’s decision to

accept employment with the Ritz because he had never worked for a hotel that

offered similar rights. On June 1, 2000, his first day of work, Plaintiff and the Ritz

signed the Employee Agreement, which would become effective upon completion

of the sixty-day orientation period. The Employee Agreement guaranteed Plaintiff

the right to the Fair Discipline Pact, which stated that Plaintiff could only be

terminated for a major violation for cause, after a “fair and complete

investigation.”

In 2009, Russell Miller became the General Manager. Mr. Miller transferred

to New Orleans from the Caribbean. Therefore, he had to set up a new household

in New Orleans. In association with Mr. Miller’s move, Tony Farris, a

representative of the general partner that owns the Ritz, offered him the use of

furniture that was stored in the annex. Shortly after, Mr. Miller instructed Plaintiff

to assist him in moving furniture from the Ritz annex to his new home. Plaintiff

advised Mr. Miller that he thought borrowing the furniture was a “bad idea.” In

response, Mr. Miller rolled his eyes and walked away from Plaintiff.

Subsequently, Plaintiff and some other employees made at least three trips to

take furniture to Mr. Miller’s house. Following his trips to Mr. Miller’s house,

Plaintiff contacted the Ritz’s corporate Human Resources Director sometime in

July, of 2009, to report Mr. Miller’s use of the furniture. Mr. Miller was notified

2
of Plaintiff’s reporting him and he was not happy. A few days after Plaintiff

informed Human Resources about the incident, Mr. Miller issued his first written

discipline of Plaintiff. Numerous written disciplinary actions followed. Plaintiff’s

prior work record with the Ritz did not contain disciplinary actions similar to those

issued by Mr. Miller. In fact, he received an award for his service in keeping hotel

guests safe after Hurricane Katrina.

On June 16, 2009, Plaintiff was disciplined with a verbal warning

for exceeding the engineering budget, failing to attend a presentation, failing to

timely follow up on assigned tasks, and untimely attendance to meetings. Then, on

July 23, 2009, Plaintiff received a written warning because he left his purchasing

card (P-Card) in an engineering department safe while he was on vacation, and

because he gave his safety deposit box key to another staff member for access. On

September 17, 2009, Plaintiff received a revised written warning citing his usage

of an outside vendor, again raising the P-Card and safety deposit box issues, late

payment and double payment of the electrical bill, late submittal of monthly

critiques, and for an additional trash pick-up. In response to what Plaintiff

perceived as harassing behavior and unwarranted discipline, Plaintiff wrote a letter,

dated January 3, 2010, to corporate Human Resources for the Ritz and the

Marriott. In the letter, Plaintiff described a hostile work environment and

requested an investigation.

Then, on January 18, 2010, there was a build-up of carbon monoxide on

some of the guestroom floors, which resulted in the evacuation of hotel guests and

the treatment of some guests at nearby hospitals. On February 1, 2010, Plaintiff

received a written suspension notification, based upon the carbon monoxide

incident, asserting that he caused the release by negligently working on exhaust

3
shafts, in connection with a project to remove lint from the laundry vents. The

letter indicated that Plaintiff should meet with Mr. Miller on February 4, 2010, to

discuss the investigation into the carbon monoxide leak. After that meeting,

Plaintiff was terminated.

On January 3, 2011, Plaintiff filed a Petition for Damages against the Ritz,

Marriott International, Inc., Mr. Miller and Zachary Curry, the hotel manager.

Throughout the litigation, Plaintiff filed numerous amended petitions. He asserted

claims for breach of contract, arising from the Employee Agreement signed by the

parties in 2000, wrongful termination under the whistleblower statute,1 and

defamation. In between years of discovery, Plaintiff filed a motion for adverse

presumption based on alleged spoliation of evidence and amended his petition to

include a spoliation of evidence claim. Defendants answered and filed a

1
La. R.S. 23:967 states, in relevant part:

A. An employer shall not take reprisal against an employee who in good faith, and
after advising the employer of the violation of law:
(1) Discloses or threatens to disclose a workplace act or practice that is in
violation of state law.
(2) Provides information to or testifies before any public body conducting an
investigation, hearing, or inquiry into any violation of law.
(3) Objects to or refuses to participate in an employment act or practice that is in
violation of law.
B. An employee may commence a civil action in a district court where the
violation occurred against any employer who engages in a practice prohibited by
Subsection A of this Section. If the court finds the provisions of Subsection A of
this Section have been violated, the plaintiff may recover from the employer
damages, reasonable attorney fees, and court costs.
C. For the purposes of this Section, the following terms shall have the definitions
ascribed below:
(1) “Reprisal” includes firing, layoff, loss of benefits, or any discriminatory action
the court finds was taken as a result of an action by the employee that is protected
under Subsection A of this Section; however, nothing in this Section shall prohibit
an employer from enforcing an established employment policy, procedure, or
practice or exempt an employee from compliance with such.

4
reconventional demand seeking an award of attorney’s fees and other relief

pursuant to La. R.S. 23:967(D).2

Later, Defendants filed various motions for partial summary judgment

seeking dismissal of all of Plaintiff’s claims, including: breach of contract,

whistleblower, defamation against Mr. Miller and Curry, and spoliation. After

hearings on the various motions, the trial court denied Plaintiff’s motion for

adverse presumption, and granted all of the Defendants’ motions for partial

summary judgment on the breach of contract, whistleblower, defamation and

spoliation claims, which resulted in the ultimate dismissal of Plaintiff’s entire case.

On appeal, this Court affirmed the dismissal of the defamation claim.

Danna v. Ritz-Carlton Hotel Co., LLC, 15-0651, pp. 1-2, (La. App. 4 Cir. 5/11/16),

213 So.3d 26, 30, writ denied, 16-1552 (La. 11/18/16), 210 So.3d 285, 286.

However, it reversed the partial summary judgments on the breach of contract,

whistleblower and spoliation claims finding that there were genuine issues of

material fact that precluded summary judgment. Danna, 15-0651 at p. 17, 213

So.3d at 37 (Judge Belsome dissenting in part finding the whistleblower claim was

properly dismissed). This Court further reversed the denial of the motion for

adverse presumption and remanded for further proceedings finding that the issue

rested on the resolution of the spoliation claims. Danna, 15-0651 at p. 2, 213

So.3d at 29.

On remand, the trial court through the course of several judgments dismissed

Marriott International, Inc., Mr. Miller and Mr. Curry (Dismissed Defendants)

2
La. R.S. 23:967(D) states: “If suit or complaint is brought in bad faith or if it should be
determined by a court that the employer's act or practice was not in violation of the law, the
employer may be entitled to reasonable attorney fees and court costs from the employee.”

5
from the lawsuit, leaving the Ritz as the only remaining Defendant to stand trial.

As a result, the trial court rendered partial final judgment in favor of Dismissed

Defendants, dismissing all of Plaintiff’s claims on April 9, 2019. After a three-

week trial, concluding on April 1, 2019, the jury rendered a verdict against the

Ritz, and in favor of Plaintiff on the breach of contract claim awarding

$1,650,000.00 in damages.3 The jury rejected Plaintiff’s whistleblower and

spoliation claims. On May 1, 2019, the trial court rendered a judgment confirming

the jury verdict.

Thereafter, on October 15, 2019, the trial court denied the Ritz’s motions for

partial judgment notwithstanding the verdict and for partial new trial on the breach

of contract claim. It further denied the Ritz’s motion to reopen and/or supplement

the record with a copy of Plaintiff’s March 29, 2000, offer letter.

The Ritz filed a motion for suspensive appeal on November 7, 2019,

attaching a $1,811,487.11 appeal bond, which was later increased by the trial court

to $2,278,638.70. The Ritz filed for supervisory writs in case number 2020-C-

0187 on the supplemental bond issue, which was consolidated into this appeal.

Ultimately, the trial court granted the Ritz’s suspensive appeal on November 15,

2019. Plaintiff answered the appeal. The trial court’s May 1, 2019 judgment

confirming the jury verdict and October 15, 2019, judgment denying the Ritz’s

motions are the subject of appeal number 2020-CA-116.

After trial, Dismissed Defendants and Plaintiff filed motions to tax costs.

After a hearing, the trial court rendered a judgment on February 11, 2020, ordering

Dismissed Defendants and Plaintiff to bear their own costs. The trial court further

3
The jury awarded $1,400,000.00 in lost wages and $250,000.00 for emotional distress and
mental anguish.

6
denied Plaintiff’s motion to establish legal interest and deferred ruling on all four

defendants’ motion for an award of attorney’s fees and costs, alternative motion for

summary judgment, and motion to quash.4 On March 10, 2020, the trial court

granted Dismissed Defendant’s appeal. Plaintiff answered the appeal. The trial

court’s February 11, 2020, judgment is the subject of appeal number 2020-CA-

318.

This Court subsequently consolidated the aforementioned writ application

and the appeals. Additionally, while the appeals were pending, the Ritz filed an

exception of no cause of action.5

WRIT APPLICATION

SUFFICIENCY OF SUSPENSIVE APPEAL

In its writ application, the Ritz seeks review of the trial court’s February 11,

2020, judgment ordering it to post a suspensive appeal bond of at least

$2,278,638.70 to account for the principal and judicial interest from the date of

judicial demand.6 Since the Ritz had already posted a bond in the amount of

$1,811,487.11, the trial court ordered the Ritz to either file a new bond or post a

supplemental bond for the additional amount. In accordance with the trial court’s

judgment, the Ritz filed a supplemental suspensive appeal bond increasing the total

4
This motion, which was filed by all four defendants was filed on April 3, 2019.
5
La. C.C.P. art. 2163 states, in pertinent part: “The appellate court may consider the peremptory
exception filed for the first time in that court, if pleaded prior to a submission of the case for a
decision, and if proof of the ground of the exception appears of record.” While it appears that
the Ritz filed the same exception of no cause of action prior to trial on March 1, 2019, the trial
court did not rule on it. If the peremptory exception has been filed after the answer, but at or
prior to the trial of the case, it shall be tried and disposed of either in advance of or on the trial of
the case. La. C.C.P. art. 929(A). Since the trial court did not dispose of the exception, we will
consider the exception as having been filed for the first time in this Court and address the merits.
See Fisher v. City o Alexandria, 08-391, p. 2 (La. App. 3 Cir. 10/1/08), 995 So.2d 1220, 1222
(Given that the trial judge refused to consider the defendant’s exception because the case had
already been submitted for decision, the Third Circuit Court of Appeal treated the exception as
having been filed for the first time in its court, and considered the exception on the merits.).
6
The Ritz also raises this issue as error on appeal.

7
bond amount. Given that the Ritz’s initial bond was sufficient, we grant the writ

application and the relief requested. Accordingly, we reverse the trial court’s

judgment, which required the Ritz to post a supplemental bond.

The issue between the parties is whether the initial suspensive appeal bond

was sufficient. Resolution of this issue centers on the proper calculation of

interest. La. C.C.P. art. 2124(B) states, in relevant part:

The security to be furnished for a suspensive appeal is determined in
accordance with the following rules:

(1) When the judgment is for a sum of money, the amount of the
security shall be equal to the amount of the judgment, including the
interest allowed by the judgment to the date the security is furnished,
exclusive of the costs.

The jurisprudence is clear that the determination of the commencement of

interest depends on whether the lawsuit is characterized as ex delicto or ex

contractu. Certain Underwriters at Lloyd’s, London v. Sea-Lar Management, Inc.,

00-1512, p. 6 (La. App. 4 Cir. 5/9/01), 787 So.2d 1069, 1074. The distinction

between damages ex contractu and damages ex delicto is that the former flows

from the breach of a special obligation contractually assumed by the obligor, and

the latter flows from the violation of a general duty owed to all persons. Id., 00-

1512, p. 7, 787 So.2d at 1075 (citation omitted).

Since this case involves a breach of an employment contract assumed by the

Ritz, the lawsuit is characterized as ex contractu. As a result, interest is

recoverable on claims arising ex contractu from the time they become due. La.

C.C.P. art. 2000;7 Calhoun v. Louisiana Materials Co., 206 So.2d 147, 151 (La.

7
La. C.C. art. 2000 states:

When the object of the performance is a sum of money, damages for delay in
performance are measured by the interest on that sum from the time it is due, at

8
App. 4th Cir. 1968); see also Schiro-Del Bianco Enterprises, Inc. v. NSL, Inc., 99-

1237, p. 9 (La. App. 4 Cir. 5/24/00), 765 So.2d 1087, 1092. Accordingly, the trial

court erred in calculating interest on the entire judgment from the date of judicial

demand.

In the present case, interest must be calculated from the date the damages

became due. Consequently, Plaintiff is entitled to interest on $573,665 on his past

lost wages from the date of termination through the date of judgment (February 4,

2010 through May 1, 2019), which totals $108,610.90. In addition, Plaintiff is

entitled to interest on the $1,650,000.00 from the day it became due through the

date security was furnished (May 1, 2019 through November 7, 2019), which totals

$51,804.93.8 As a result, the total amount of interest added to the judgment totals

160,415.83. Thus, the total amount required to post the suspensive appeal bond

was $1,810,415.83. The Ritz posted an appeal bond in the amount of

$1,811,487.11, which was sufficient to cover the judgment, including interest

allowed by law.

Given that the trial court erred in calculating the interest and the Ritz’s

suspensive appeal bond was sufficient, we grant the writ application. Accordingly,

we reverse the trial court’s judgment, which required the Ritz to increase its bond

to total $2,278,638.70.

the rate agreed by the parties or, in the absence of agreement, at the rate of legal
interest as fixed by R.S. 9:3500. The obligee may recover these damages without
having to prove any loss, and whatever loss he may have suffered he can recover
no more. If the parties, by written contract, have expressly agreed that the obligor
shall also be liable for the obligee’s attorney fees in a fixed or determinable
amount, the obligee is entitled to that amount as well.
8
This is $271.23 per day for 191 days at 6.0% interest, which covers through November 7, 2019,
the date the appeal bond was posted. Notably, Plaintiffs calculated interest for 198 days through
November 14, 2019, the day before the suspensive appeal was signed.

9
EXCEPTION OF NO CAUSE OF ACTION

In its exception, the Ritz argues that the petition fails to state a cause of

action for breach of contract. As used in the context of a peremptory exception, a

“cause of action” refers to the operative facts which give rise to the plaintiff’s right

to judicially assert an action against the defendant. MAW Enterprises, L.L.C. v.

City of Marksville, 14-0090, p. 6 (La. 9/3/14), 149 So.3d 210, 215 (citations

omitted). The peremptory exception of no cause of action is designed to test the

legal sufficiency of the petition by determining whether the plaintiff is afforded a

remedy in law based on the facts alleged in the pleading. Fink v. Bryant, 01-0987,

pp. 4-6 (La. 11/28/01), 801 So.2d 346, 349-50. The exception is triable on the face

of the pleadings and for the purposes of determining the issues raised by the

exception, the well-pleaded facts in the petition must be accepted as true. Vince v.

Metro Rediscount Company, Inc., 18-2056, p. 1 (La. 2/25/19), 264 So.3d 440. “All

reasonable inferences are made in favor of the nonmoving party in determining

whether the law affords any remedy to the plaintiff. City of New Orleans v. Bd. of

Directors of Louisiana State Museum, 98-1170, p. 9 (La. 3/2/99), 739 So.2d 748,

755 (citation omitted). The burden of showing that the plaintiff has stated no cause

of action is upon the exceptor. City of New Orleans v. Bd. of Directors of

Louisiana State Museum, 98-1170, pp. 9-10, 739 So.2d at 755-56.

Generally, under La. C. C. P. art. 931, no evidence may be introduced to

support or controvert the exception of no cause of action. MAW Enterprises,

L.L.C., 14-0090 at 7, 149 So.3d at 215. A court appropriately sustains the

peremptory exception of no cause of action only when, conceding the correctness

of the facts, the plaintiff has not stated a claim for which he or she can receive

legal remedy under the applicable substantive law. Id.

10
Applying the aforementioned legal precepts, we find Plaintiff appropriately

stated a cause of action for breach of contract. In particular, the Fifth Amended

Petition for Damages amended paragraph 27 to allege the existence of an

employment contract. Specifically, Paragraph 27 states:

The Employee Agreement is an employment contract between Ritz Carlton
and Deon Danna, and creates enforceable rights, including the right to only
be fired for cause. Also, these rights include the right to raise concerns
without fear of being terminated, the right to be treated fairly and
professionally, the right to only be terminated after a fair and complete
investigation, and the right to be treated with dignity and respect.

Moreover, Amended Paragraph 6 and 28 allege that the Ritz violated the

employment agreement relative to Plaintiff’s termination.9

The Ritz argues that there is no cause of action because there is no allegation

that it was obligated to employ Plaintiff for a definite term, which is required to

effect an employment contract. However, that issue is a legal issue, which has

already been addressed on appeal.

In the prior appeal, this Court reversed the trial court’s summary judgment

granted in favor of all of the defendants on the breach of contract claim. Danna,

15-0651 at p. 9, 213 So.3d at 33. Concerning the employment term, this Court

specifically acknowledged that “[w]hile the 2000 Employee Agreement does not

state a definite term of employment for [Plaintiff], the agreement contains rights

granted to Mr. Danna as a result of his employment.” Id. Though the Ritz argued

that, without a definite term of employment, Plaintiff was an employee at-will,

Plaintiff argued that the Ritz Carlton Fair Discipline Pact, which was incorporated

9
Amended Paragraph 6 states: “The termination of Petitioner was also in violation of The Ritz-
Cartlon’s ‘Employee Agreement’ with Deon Danna which was signed by Danna and Ritz-
Cartlon on June 1, 2000.” Amended Paragraph 28 states: “The actions of Russell Miller,
Zachary Curry, The Ritz-Carlton and Marriott clearly have violated the Employee Agreement
between Ritz-Carlton and Deon Danna.”

11
as part of his employment agreement, included language that Plaintiff could only

be terminated after an investigation and “for cause.” Danna, 15-0651 at pp. 8-9,

213 So.3d at 33.

When reviving Plaintiff’s dismissed breach of contract claim, this Court

found that there was an issue of fact concerning whether Plaintiff had an

employment contract with the Ritz arising from the 2000 employee agreement.

Danna, 15-0651 at p. 9, 213 So.3d at 33. This Court concluded that “[i]f the

factfinder determines that a contract exists, then the merits of [Plaintiff’s] claims

regarding the breach of that contract must be examined. Id.

Under these circumstances, Plaintiff appropriately alleged a cause of action

for breach of contract, and the issue of whether a contract existed went to the jury

per remand from this Court. Accordingly, the exception of no cause of action is

denied.

JURY TRIAL

Turning to the merits of the consolidated appeals, the parties primarily

challenge the jury trial and the failure to assess costs. As to the jury trial, the Ritz

and Plaintiff raise numerous assignments of error in relation to the: 1) evidentiary

rulings, 2) jury instructions, 3) jury verdict, 4) the denial of post-verdict motions,

and 5) jury calculation of interest on the judgment.

EVIDENTIARY RULINGS

As to the evidentiary rulings, the Ritz and Plaintiff each assign one error: the

Ritz challenges the testimony of expert witness, Stephen Butler; and Plaintiff

challenges the trial court quashing its subpoena duces tecum and limiting witness

testimony. It is well-settled that a trial court is afforded vast discretion with regard

to evidentiary rulings, and the court’s decision to admit or deny evidence will not

12
be disturbed on appeal absent a clear abuse of that discretion. Knoten v.

Westbrook, 14-0892 (La. App. 4 Cir. 5/18/16), 193 So.3d 380, 384-85, reh’g

denied (5/31/16) (citing Guillot v. Daimlerchrysler Corp., 08-1485, p. 21 (La. App.

4 Cir. 9/24/10) 50 So.3d 173, 190).

Expert Witness

The Ritz challenges the testimony of steam boiler expert, Stephen Butler.

Before trial, the Ritz filed a Daubert motion10 and motion in limine to exclude or

limit the testimony of Stephen Butler, who was hired by the Ritz to locate and fix

the issue that caused the carbon monoxide leak. At the motion hearing, the Ritz

argued that Mr. Butler’s testimony should be excluded or limited because it was

not scientific in nature; it was not relevant to Plaintiff’s termination, and it was not

disclosed to the Ritz at the time of Plaintiff’s termination. In response, Plaintiff

argued that Mr. Butler, a well-known boiler expert in the area, was hired by the

Ritz to diagnose and resolve the carbon monoxide leak. In association with his

investigation, Mr. Butler’s January 22, 2010 report diagnosed an equipment

failure, and suggested that the gas properly vented out of the roof and was re-

circulated back into the hotel through the HVAC system. Since this information

was available to the Ritz and it failed to conduct a thorough investigation, Plaintiff

argued that Mr. Butler’s expert testimony was admissible, including testimony

opining the HVAC system caused the gas to be re-circulated back into the hotel.

After the hearing, the trial court rendered a judgment allowing Mr. Butler to

testify. However, it limited his testimony to the knowledge he had prior to

Plaintiff’s termination as evidenced by his January 22, 2010, report. It further

10
Daubert v. Merrell Dow Pharm., Inc., 509 U.S. 579, 113 S.Ct. 2786, 125 L.Ed.2d 469 (1993).

13
excluded any testimony as to his opinion regarding re-circulation of carbon

monoxide through the HVAC system.

Just prior to trial, the Ritz re-urged its motion in limine arguing that Mr.

Butler’s testimony should be limited to what was known by the Ritz, not what

information was available. Unpersuaded, the trial court maintained its prior ruling.

The Louisiana Code of Evidence allows a witness to qualify as an expert

witness by knowledge, skill, experience, training or education. La. C.E. art.

702(1).11 The admissibility of expert testimony turns upon whether the trier of fact

will be assisted in understanding the evidence or determining a fact in issue. Id.

See also Comment (a) to La. C.E. art. 702.

Before an expert’s testimony is admitted, the trial court is required to

perform a “gatekeeping” function to “ensure that any and all scientific

testimony or evidence admitted is not only relevant, but reliable.” Daubert

v. Merrell Dow Pharm., Inc., 509 U.S. at 589, 113 S.Ct. at 2795.12 This

“gatekeeping” obligation applies not only to “ ‘scientific’ testimony, but to

all expert testimony.”13 Kumho Tire Co., Ltd. v. Carmichael, 526 U.S. 137,

138, 119 S.Ct. 1167, 1169, 143 L.Ed.2d 238 (1999).

11
La. C.E. art. 702 provides:
A witness who is qualified as an expert by knowledge, skill, experience, training, or education
may testify in the form of an opinion or otherwise if:

1) The expert’s scientific, technical, or other specialized knowledge will help
the trier of fact to understand the evidence or to determine a fact in issue;

2) The testimony is based on sufficient facts or data;

3) The testimony is the product of reliable principles and methods; and

4) The expert has reliably applied the principles and methods to the facts of the
case.
12
Daubert was adopted in Louisiana in State v. Foret, 628 So.2d 1116 (La.1993).
13
The Daubert nonexclusive list of factors includes: (1) the “testability” of the scientific theory
or technique; (2) whether the theory or technique has been subjected to peer review and

14
In Cheairs v. State ex rel. Dep’t of Transp. & Dev., 03-0680, p. 9 (La.

12/3/03), 861 So.2d 536, 542, the Louisiana Supreme Court further specified that

the admission of expert testimony is proper only if all three of the following things

are true:

(1) the expert is qualified to testify competently regarding the
matters he intends to address; (2) the methodology by which the
expert reaches his conclusions is sufficiently reliable as
determined by the sort of inquiry mandated in Daubert; and (3) the
testimony assists the trier of fact, through the application of
scientific, technical, or specialized expertise, to understand the
evidence or to determine a fact in issue.

Id. (internal quotation and citation omitted). Experience alone is normally

sufficient to qualify a witness as an expert, and the fact that a witness does not

have a college degree does not disqualify him from testifying. Id. The

determination of the admissibility of expert testimony under La. C.E. art. 702

“turns upon whether it would assist the trier of fact to understand the evidence or to

determine a fact in issue.” La.C.E. art. 702, comment (c); Cross v. Cutter

Biological, Div. of Miles Inc., 94-1477, p. 24 (La. App. 4 Cir. 5/29/96), 676 So.2d

131, 145.

At trial, Mr. Butler, who was accepted as an expert in steam boilers, boiler

installation and boiler venting systems, testified that before retiring he had worked

in the boiler industry for forty-five years.14 During that time he repaired boilers,

designed boiler ventilation systems and installed and designed boiler control

systems. In 2007, prior to the carbon monoxide leak, Plaintiff hired him to inspect

two Bryan boilers that were newly installed at the Ritz after Hurricane Katrina. He

raised an issue with the boiler ground control system along with several other

publication; (3) the known or potential rate of error; and (4) whether the methodology is
generally accepted in the scientific community. Daubert, 509 U.S. at 592-94, 113 S.Ct. 2786.
14
Throughout his career, Mr. Butler worked on 3000-4000 boilers.

15
problems in his report. In the 2007 report, he advised that either of the two Bryan

boilers could produce enough carbon monoxide to kill everyone in the hotel. He

further stressed that without corrective action, the safe operation of the boiler

equipment would become problematic. Given the critical nature of the issues, Mr.

Butler was surprised that the Ritz did not immediately approve the work.

In relation to the carbon monoxide leak, Mr. Butler testified that Plaintiff

called him on January 18, 2010, to assist in the emergency. Upon arriving, Mr.

Butler evaluated the two Bryan boilers. Since one was not operating, he inspected

the remaining boiler. Mr. Butler used a carbon monoxide detector, which did not

register any carbon monoxide in the boiler room. When Mr. Butler fired up the

operating Bryan boiler, he detected that the boiler at low heat was emitting carbon

monoxide at 2,000 parts per million.15 At high heat, the boiler was emitting carbon

monoxide in excess of 4,000 parts per million. (The ideal measurement is zero.)

Given his observations, Mr. Butler estimated that the boiler had been running in

this manner for about one month.

Mr. Butler attributed the leak to the malfunction in the operation of a Bryan

boiler control system, which resulted in the production of excessive amounts of

carbon monoxide. In particular, the boiler had an Auto Flame system installed for

the purpose of adjusting the air to gas ratio during combustion in the event the ratio

was incorrect. However, the boiler did not have an Exhaust Gas Analyzer (EGA)

to analyze the air to gas ratio. Without an EGA to signal an improper air to gas

ratio, the Auto Flame system could not be triggered to adjust the levels. In order to

fix the leak, the Auto Flame system was disconnected and Mr. Butler manually

adjusted the boiler to the proper air to gas ratios.

15
Mr. Butler testified that this level of carbon monoxide could kill a person in fifteen minutes.

16
Mr. Butler testified that he did not find any evidence that there were leaks in

the vent pipes or the laundry chase. As such, he concluded that the carbon

monoxide had properly expelled out of the hotel through the vent pipe and was re-

circulated back into the hotel.

While Mr. Butler was hired to assess and resolve the issue with the boilers,

no one other than Plaintiff asked any questions concerning how the carbon

monoxide reached the guest floors. In fact, he testified that Abe Chaney, an

employee at the Ritz, stated that they were not moving forward with determining

the cause of the leak. Nevertheless, Mr. Butler created an internal event report on

January 22, 2010, to reflect his findings, but that report was not given to the Ritz.

The Ritz argues that the trial court erred in failing to bar or restrict Mr.

Butler’s testimony concerning whether he was consulted during the Ritz’s

investigation into the carbon monoxide leak, particularly, before terminating the

Plaintiff. The Ritz further asserts that Mr. Butler has no experience in making

employment decisions; therefore, it had no duty to consult him before terminating

the Plaintiff.

Though it is undisputed that Mr. Butler is not an expert in human resources,

his forty-five years of experience qualifies him as an expert in steam boilers. In

addition, Mr. Butler’s methodology by which he reached his conclusions on the

boiler control system and ventilation were relevant and reliable. Finally, his

testimony assisted the trier of fact in understanding and determining the source of

the carbon monoxide leak; Plaintiff’s potential role in contributing to the leak on

the guest floors; and the adequacy of the Ritz’s investigation and termination of

Plaintiff. These facts weigh heavily in determining whether the Ritz breached its

17
Employee Agreement with Plaintiff by failing to investigate the carbon monoxide

incident before firing him. See Cheairs, 03-0680, p. 8, 861 So.2d at 542.

Given that Mr. Butler’s testimony met the criteria set forth in Cheairs, his

testimony was admissible. Moreover, the trial court correctly served its

gatekeeping function to admit only relevant evidence by restricting Mr. Butler’s

testimony to the knowledge he had prior to Plaintiff’s termination and excluding

testimony on the HVAC system. For these reasons, we find no abuse of discretion

on the part of the trial court.

SUBPOENA DUCES TECUM AND LIMITING WITNESS TESTIMONY

Next, Plaintiff challenges the trial court’s ruling quashing a subpoena duces

tecum and limiting testimony pertaining to Tony Farris’s authority to loan furniture

from the Ritz. He further asserts that this abuse of discretion warrants a de novo

review of his whistleblower claim.

In preparation for trial, Plaintiff issued two subpoenas duces tecum

requesting the production of: 1) unredacted corporate documents labeled “RCH,”

and 2) unredacted corporate contracts regarding the management and operation of

the Ritz from 1995-2010. Initially, the trial court deferred ruling on Plaintiff’s

request for “RCH” labeled documents until the morning of trial and took the

corporate contracts matter under advisement.

In reference to the unredacted corporate documents taken under advisement,

the trial court issued an order for an in camera inspection of contracts between the

Ritz and White House, L.L.C., which were mentioned by Mr. Farris in his

deposition. After its inspection, the trial court issued a ruling on August 18, 2017.

It noted “via Judgment dated March 19, 2014, this court allowed the production of

Articles 2.6(a); 2.6(d); 2.7; and 2.8(k) of the Amended and Restated Operating

18
Agreement.” The Court found no reason to extend production beyond what was

originally ordered. Plaintiff’s motion for rehearing was denied. However, due to

the trial court deferring part of its ruling, the motion to quash the two subpoenas

was raised on the morning of trial.

On the first day of trial, the Ritz raised several pending motions including

the unresolved motion to quash concerning the two subpoenas duces tecum. It

asserted that it was unsure as to what subpoenas Plaintiff was seriously pursuing.

The Ritz noted that the trial court had previously ruled on the majority of

undredacted documents being sought, including the White House, L.L.C. operating

agreement.

In response, Plaintiff clarified that its purpose in requesting the unredacted

documents was to ensure that the Ritz did not attempt to rely on the documents

since portions of the documents were redacted. The Ritz confirmed it did not

intend to rely on the documents.

During the parties’ arguments on the motion to quash, the trial court also

acknowledged: “and you -all keep arguing the same motions over and over.”

When the arguments concluded, the trial court granted the Ritz’s motion to quash

in accordance with its previous rulings. The Plaintiff did not object. Given that

the trial court’s rulings on the motion to quash was consistent with its 2014 and

2018 ruling, we find no abuse of discretion.

Turning to the exclusion of Mr. Farris’s testimony, he testified that he was a

representative of the general partner, QHR Holdings-New Orleans, a company that

partially owns and manages the Ritz through a myriad of partnership and

management agreements. He explained that when he learned Mr. Miller was

waiting on his furniture to arrive from the Caribbean, he extended an offer to allow

19
Mr. Miller to use the furniture stored in the annex building. When Plaintiff asked

Mr. Farris what part of the corporate agreements provide him the authority to loan

furniture, the Ritz objected and the trial court sustained the objection. The Plaintiff

did not object or proffer the answer.

To preserve an evidentiary issue for appellate review, it is essential that the

complaining party enter a contemporaneous objection to the evidence or testimony

and state the reasons for the objection. Hasney v. Allstate Ins. Co., 00-0164, p. 10

(La. App. 4 Cir. 2/7/01), 781 So.2d 598, 604 (citations omitted). See also La. C.E.

art. 103,16 and La. C.C.P. art. 1635.17 When the trial court rules evidence

inadmissible, a proffer (offer of proof) can be made pursuant to La. C.C.P. art.

1636, which requires the trial court to “either permit the party offering such

evidence to make a complete record thereof, or permit the party to make a

statement setting forth the nature of the evidence.” “[T]he purpose of mandating

the trial court to allow the excluded evidence to be proffered is so that ‘the

testimony (whatever its nature) is available for appellate review.’ ” Ohm Lounge,

L.L.C. v. Royal St. Charles Hotel, L.L.C., 10-1303, p. 10 (La. App. 4 Cir. 9/21/11),

75 So.3d 471, 477 (quoting McLean v. Hunter, 495 So.2d 1298, 1305 (La. 1986)).

“It is incumbent upon the party who contends his evidence was improperly

excluded to make a proffer, and if he fails to do so, he cannot contend such

16
La. C.E. art. 103 states, in relevant part:
A. Effect of erroneous ruling. Error may not be predicated upon a ruling which
admits or excludes evidence unless a substantial right of the party is affected,
and
***
(2) Ruling excluding evidence. When the ruling is one excluding evidence, the
substance of the evidence was made known to the court by counsel.
17
La. C.C.P. art. 1635 states, in pertinent part: “For all purposes it is sufficient that a party, at the
time the ruling or order of the court is made or sought, makes known to the court the action
which he desires the court to take or his objection to the action of the court and his grounds
therefor[.]”

20
exclusion is error.” Ritter v. Exxon Mobile Corp., 08-1404, p. 9 (La. App. 4 Cir.

9/9/09), 20 So.3d 540, 546.

As an appellate court, this Court’s review is limited to the objections to

evidence presented in the record. See La. C.C.P. art. 2164.18 Without any specific

objections or proffered evidence in the record, we have no ability to review the

omitted evidence; thus, we cannot find that the district court abused its discretion

by excluding it. As such, Plaintiff is precluded from raising this issue on appeal.

Given that we cannot find an abuse of discretion in the trial court’s evidentiary

rulings, de novo review of Plaintiff’s whistleblower claim is not warranted.

JURY INSTRUCTIONS AND INTERROGATORIES

Next, we address the assignments of error concerning the jury instructions

and interrogatories given at trial. As to the breach of contract claim, the Ritz raises

two primary challenges to: 1) jury interrogatories 1 and 2, along with the jury

instruction adopted from Plaintiff’s proposed charge 19, and 2) jury interrogatory

8, and the omission of its proposed interrogatories 1-4. As to the spoliation claim,

Plaintiff challenges the trial court’s refusal to include its proposed jury instructions

55 and 57.

La. C.C.P. art. 1792(B) requires a trial judge to instruct the jury on the law

applicable to the cause submitted to them. “The trial court is responsible for

reducing the possibility of confusing the jury and may exercise the right to decide

what law is applicable and what law the trial court deems inappropriate.” Adams v.

Rhodia, Inc., 07-2110 p. 5-6 (La. 5/21/08), 983 So.2d 798, 804. The question here

is whether the district judge adequately instructed the jury. Adequate jury

18
La. C.C.P. art. 2164 states, in relevant part: “The appellate court shall render any judgment
which is just, legal, and proper upon the record on appeal.”

21
instructions have been defined as “those which fairly and reasonably point out the

issues and which provide correct principles of law for the jury to apply to those

issues.” Id., p. 6, 983 So.2d at 804. The trial court is under no obligation to give

any specific jury instructions that may be submitted by either party; the court must,

however, correctly charge the jury. Knoten v. Westbrook, 14-0892, p. 8 (La. App.

4 Cir. 5/18/16), 193 So.3d 380, 386, reh’g denied (5/31/16) (citing Adams, 07-

2110 p. 6, 983 So.2d at 804).

Jury instructions are reviewed under a manifest error standard of review.

Fireman’s Fund Ins. Co. v. R.S. Homes, LLC, 19-0621, pp. 3-4 (La. App. 4 Cir.

3/25/20), 294 So.3d 54, 59. “Trial courts are given broad discretion in formulating

jury instructions and a trial court judgment should not be reversed so long as the

charge correctly states the substance of the law.” Adams, 07-2110, p. 6, 983 So.2d

at 804. Thus, “the adequacy of the jury instruction must be determined in the light

of jury instructions as a whole....” Adams, 07-2110, p. 7, 983 So.2d at 805.

Likewise, manifest error-abuse of discretion is the correct standard of review

for the verdict form. Young v. Logue, 94-0585, p. 23 (La. App. 4 Cir. 5/16/95),

660 So.2d 32, 48 (citing State, Dep’t of Transp. & Dev. v. McMillion Dozer Serv.,

93-590 (La. App. 5th Cir. 5/31/94), 639 So.2d 766, 768). Jury forms or

interrogatories that are misleading or confusing may be reversible error. McMillion

Dozer Service, Inc., 93-590 at p. 2, 639 So.2d at 768. The verdict form may not be

set aside unless the form is “so inadequate or incorrect as to preclude the jury from

reaching a verdict based on the law and the facts.” Young, 94-0585, p. 23, 660

So.2d at 48.

22
Jury Interrogatories 1-2, and Jury Instructions Adopting Plaintiff’s Proposed Jury
Charge 19

First, the Ritz challenges jury interrogatory numbers 1-2, and the jury

instruction adopted from Plaintiff’s proposed charge 19. It argues that the

instructions were misleading to the jury warranting de novo review of the breach of

contract claim and damages award.

As to the jury interrogatories, the questions read:

1. Did Plaintiff prove by a preponderance of the evidence that the
Employment agreement he signed on June 1, 2000, when he was
hired as Assistant Director of Engineering, was still in full force
and effect upon his promotion to Director of Engineering in
September, 2004?

2. Did Plaintiff prove by a preponderance of the evidence that the
Ritz-Carlton breached that contract of employment by failing to
fully investigate and by terminating Plaintiff without cause on
February 4, 2010?

The Ritz maintains that the interrogatories did not ask the jury whether a

contract existed between the parties based on the 2000 Employee Agreement,

disregarding this Court’s May 11, 2016, judgment. It further argues that the trial

court refused two alternative proposed interrogatories regarding the Plaintiff’s

burden of proof to establish that the 2000 Employee Agreement was a properly

formed contract and was a part of the new offer that the Ritz made when Plaintiff

was promoted in September of 2004.

While jury interrogatories 1 and 2 did not require an answer as to whether

the 2000 Employee Agreement formed a contract, the jury instructions advised the

jury to first make that determination. In addition, the trial court correctly instructed

the jury as to contract law. Specifically, it instructed the jury as to the following

on the breach of contract claim:

I will now explain the law to you that applied to these claims.

23
Breach of contract claim. Before determining whether the Ritz-
Carlton breach any alleged contract that existed between the Ritz-
Carlton and Plaintiff, you must first decide whether such a
contract, in fact, existed.

Plaintiff contends that the employment agreement that he
signed on June 1st of 2000 after he had already accepted the Ritz-
Carlton’s offer to become the assistant director of Engineering was
mutually intended to be a binding, enforceable contract between the
Ritz-Carlton and the plaintiff.

You, as the jury, also must determine if the employment
agreement remained in force after Plaintiff accepted the Ritz-Carlton’s
offer to be promoted to the director of Engineering in September of
2004 and was applicable to the investigation that led to his
termination on February 4th of 2010.

As the party claiming any rights or demanding any performance
based on an agreement or an obligation, Plaintiff has the burden of
proof to establish both the existence of the contract and the parties’
agreement and consent to all terms and conditions as binding
obligations.

Parties have the right and power to construct their own bargains
and are free to create or make agreements on any terms and conditions
that do not violate the law or are contrary to public policy.

Contracts have the effect of law between the parties and may be
cancelled through the consent of the parties or are based on grounds
provided by law.

There are four necessary elements to create or modify a valid
contract. Number one: The parties must have the capacity to contract.

Number two: The parties must freely give their mutual
consent to the contract.

Number three: The parties must have a cause or a reason for
obligating themselves.

And number four: The contract must have a lawful purpose.

Written contracts may be modified by oral contracts and the
conduct of the parties.

Under Louisiana law it’s presumed that an employee is an at-
will employee. At-will employment means that the employer may
dismiss an employer [sic] without assigning any reason for doing so,

24
and the employer [sic] is also free to depart without assigning any
cause.

If you find there’s an ambiguity with respect to the employment
relationship between Plaintiff and the Ritz-Carlton, you must find that
Plaintiff was an at-will employee whose employment can be
terminated by either party without case [sic]. However, if you
determine that the employee agreement was an enforceable contract at
the time of Plaintiff’s termination, both Plaintiff and the Ritz-Carlton
are both required to comply with the provisions under that contract.

If you find that the employment agreement is a contract and that
the following terms of the employment agreement are not prohibited
by law or public policy, then you must find the Ritz-Carlton breached
the agreement if Ritz-Carlton violated one or more of these terms.
The Plaintiff is entitled to a fair and complete investigation before
being fired for a major violation, and the plaintiff can only be fired for
cause.

(emphasis added).

The Ritz also challenges the last paragraph of the jury instructions, which

were adopted from Plaintiff’s proposed jury charge 19. The Ritz argues that the

charge disregards Plaintiff’s indefinite employment, is not based on applicable law,

and it was inappropriate because it had the right to terminate Plaintiff’s indefinite

employment at will. However, a reading of the charge reveals necessary

instructions concerning the terms of the contract and a violation, once a contract

was determined to have existed. Once the jury determined a contract existed, it

necessarily rejected the at-will employment relationship. Accordingly, the law of

the parties as stated in the Employee Agreement was appropriately provided in

order for the jury to determine whether a violation occurred. See Pareti v. Sentry

Indem. Co., 536 So.2d 417, 420 (La. 1988); Burgett v. Stuyvesant Life Ins. Co., 236

So.2d 306, 308 (La. App. 4th Cir. 1970)(Contracts are accorded the effect of law

between the parties regulating its subject matter).

25
Given the totality of the jury instructions and the jury interrogatories, there is

nothing to suggest that the jury misunderstood the issues before them. The

instructions made clear that they must first make a factual determination as to

whether a contract existed before determining whether the terms were breached.

As such, we find no manifest error or abuse of discretion on the part of the trial

court.

Interrogatory 8 and Ritz’s Proposed Interrogatories 1-4

Next, the Ritz argues that the trial court failed to adopt its proposed

interrogatories 1-4, which were necessary to fact-findings based on La. C.C.P. arts.

274719 and 2024.20 These code articles concern “at will” employment and provide

for termination of an employee with an indefinite term contract after reasonable

notice is provided. The Ritz further alleges that jury interrogatory 821 failed to

limit any damages to the reasonable notice period.

While the Ritz suggests that the jury did not receive adequate instructions

concerning “at-will” employment, the record reveals the trial court’s instructions

were directly in line with La. C.C. art. 2747. Further, in connection with the

request for interrogatories 1-4 and jury interrogatory 8, the record reflects that the

requests were untimely.

On March 11, 2019, the Ritz filed its proposed jury instructions, which

requested instructions on the definitions of “at-will” employment and fixed-term

19
La. C.C. art. 2747 states: “A man is at liberty to dismiss a hired servant attached to his person
or family, without assigning any reason for so doing. The servant is also free to depart without
assigning any cause.”
20
La. C.C. art. 2024 states: “A contract of unspecified duration may be terminated at the will of
either party by giving notice, reasonable in time and form, to the other party.”
21
Jury interrogatory 8 reads: “What amount of damages, if any, do you find that Plaintiff proved
by a preponderance of the evidence that he sustained due to the wrongful conduct of the Ritz
Carlton … [?]”

26
employment.22 On March 29, 2019, the Ritz filed an original jury verdict form.

On the same day, the trial court conducted a jury charge conference.

Following the charging conference, the Ritz filed its objections regarding the

jury instructions and interrogatories. On March 31, 2019, the day before the end of

trial, the Ritz filed a second proposed jury verdict form requesting, for the first

time, interrogatories on whether reasonable notice of the termination was provided

to Plaintiff and damages if reasonable notice was not provided.

At the close of trial, the trial court did not include any charges or

interrogatories in relation to the Ritz’s second proposed jury verdict form. When

the jury retired to deliberate, the Ritz raised objections to the jury instructions and

interrogatories arguing that there was no reference to the law on reasonable notice

and that damages could not be awarded beyond the reasonable notice period. At

that time, the trial court opined that the requests filed on March 31, 2019, or later,

were not considered because they were late. Under these circumstances, we find

no manifest error or abuse of discretion in the trial court’s failure to consider the

untimely requests for jury instructions and interrogatories.

Given the foregoing circumstances, the record supports the conclusion that

the trial court adequately instructed the jury as to the breach of contract claim. As

such, a de novo review of the breach of contract claim and damages awarded is not

necessary.

Plaintiff’s Proposed Instructions 55 and 57

22
Plaintiff’s second supplemental and amended proposed jury instructions included a similar
request.

27
Turning to the spoliation claim, Plaintiff challenges the exclusion of his

proposed instructions 55 and 57. In conjunction, he asserts that the trial court erred

in denying his motion for an adverse presumption based on spoliation.

While Louisiana law recognizes a cause of action for intentional spoliation,

there is no such claim for negligent spoliation. Fiveash v. Pat O'Brien’s Bar, Inc.,

15-1230, p. 8 (La. App. 4 Cir. 9/14/16), 201 So.3d 912, 918; Reynolds v. Bordelon,

14-2362, p. 14 (La. 6/30/15), 172 So.3d 589, 600. A party claiming intentional

spoliation of evidence must prove that the defendant intentionally destroyed the

evidence for the purpose of depriving the opposing party of its use. Quinn v. RISO,

03-0903, p. 5 (La. App. 4 Cir. 3/3/04), 869 So.2d 922, 926-27.

A review of the jury instructions reveals that the jury was correctly

instructed on the law on the intentional spoliation claim: 1) Plaintiff must prove the

Ritz had a duty to preserve the evidence, 2) it failed to preserve the evidence, 3) it

intentionally destroyed the evidence, and 4) it destroyed the evidence for the

purpose of depriving Plaintiff of its use. Id. The instructions further provide the

burden of proof and explain the definition of intent.23

23
Specifically, the trial court gave the following instruction on the spoliation claim:
Spoliation claim. Plaintiff has made a claim against Defendant under a doctrine
called intentional spoliation of evidence. To prove his claim for intentional
spoliation, Plaintiff must prove by a preponderance of the evidence that
Defendant had an obligation to preserve the evidence, number one; number two,
failed to preserve the evidence; and number three, Defendant intentionally
destroyed that evidence; and four, that the defendant intentionally destroyed that
evidence for the sole purpose of depriving Plaintiff of its use.

The defendant’s duty to preserve evidence began when it had notice of potential
litigation. You must determine whether Defendants intentionally destroyed or
failed to preserve relevant evidence. Intent refers to the purpose or state of mind
with which a person or an entity acts. Intent means that the actor either
consciously desires the result of his act or knows that the result is substantially
certain to follow for his conduct.

If you find that the plaintiff has proven by a preponderance of the evidence that,
number one, Defendant had sufficient notice to preserve evidence relevant to

28
Plaintiff argues that the trial court should have included proposed jury

instructions 55 and 57, which stated that the Ritz was required to provide a

reasonable explanation for failing to produce evidence and inadvertence is not a

reasonable explanation.24 He urges that, per this Court’s directive, central to the

spoliation claim is the issue of whether “the destruction of evidence is adequately

explained.” Thus, failing to include the requested jury charges was an error that

warrants de novo review of the claim.

Plaintiff’s argument is misplaced. This Court’s discussion as to the

“adequate explanation” issue concerned review of the trial court’s denial of the

motion for adverse presumption, not the intentional spoliation claim. As to

Plaintiff’s intentional spoliation claim, this Court noted that the central issue in the

spoliation claim was “whether Defendants intentionally destroyed e-mail data,”

which required a fact determination of the intent element. Danna, 15-0651, p. 16,

213 So.3d at 37.

Given the foregoing, we cannot say that the trial court committed manifest

error when instructing the jury on the intentional spoliation claim. Accordingly, a

de novo review is not warranted.

Plaintiff’s claims for breach of contract for violation of the Louisiana
Whistleblower Statute or both Defendant had reasonable notice of a possibility of
litigation prior to the destruction of that evidence, Defendant intentionally
destroyed that evidence and the defendant intentionally destroyed that evidence
for the sole purpose of depriving Plaintiff of its use, then Plaintiff is entitled to an
adverse presumption. An adverse presumption means that you may presume that
any of the evidence Defendant intentionally spoliated would have been adverse or
harmful to Defendants’ case. However, you are not required to presume that the
evidence would have been adverse or harmful. The choice to apply this
presumption is yours. Additionally, if you choose to apply the presumption, it
must be limited only to your determination of the matter to which the destroyed
evidence relates to.
24
Proposed charge 55 stated: “Inadvertence is not a reasonable excuse for failing to preserve or
destroying evidence.” In addition, proposed charge 57 stated: “If the defendants fail to produce
evidence available to them and they do not give a reasonable explanation for their failure, the
presumption is that the evidence would have been unfavorable to their cause.”

29
In conjunction with the spoliation claim, Plaintiff also argues that the trial

court erred in denying its pre-trial motion for an adverse presumption for spoliation

of evidence. The Ritz responds that Plaintiff abandoned this assignment of error.

We agree.

Pursuant to Uniform Rules, Courts of Appeal, Rule 2-12.4(B)(4), “[a]ll

assignments of error and issues for review must be briefed. The court may consider

as abandoned any assignment of error or issue for review which has not been

briefed.” Further, Rule 2-12.4(A)(9) states, in part, that the appellant’s brief shall

include the argument, which shall contain:

(a) appellant’s contentions, with reference to the specific page
numbers of the record and citations to the authorities on
which the appellant relies,

(b) for each assignment of error and issue for review, a concise
statement of the applicable standard of review, which may
appear in the discussion or under a separate heading placed
before the discussion, ...

In the present case, defendant did not properly brief his arguments relating to

the trial court’s ruling on the motion for adverse presumption. We note that

Plaintiff’s brief does not contain any specific argument relating to this assignment

of error; rather it refers this Court to the arguments raised in brief on the intentional

spoliation claim and the arguments raised in his motion for adverse presumption

filed with the trial court. Given these deficiencies, we consider Plaintiff’s claims

relating to the denial of the motion for adverse presumption abandoned. Bennett v.

Hughes, 03-1727, pp. 11-12 (La. App. 4 Cir. 5/26/04), 876 So.2d 862, 869 (Court

of Appeal considered assignment of error on exceptions abandoned, where brief

did not contain any specific argument, and instead referred to the memorandum

filed in support of exceptions in trial court.); Theriot v. Bourg, 96-0466, p. 17 (La.

30
App. 1 Cir. 2/14/97), 691 So.2d 213, 225 (Statement in brief, that “[b]ecause of the

page limitation in this brief, the majority directors herein incorporate by reference”

the arguments addressing these issues which were briefed in writ applications

which were previously filed in Court of Appeal, was not sufficient to constitute

briefing of assignment of error.).

JURY VERDICT

Turning to the jury verdict, the Ritz argues that the jury manifestly erred in

finding that the Employee Agreement was applicable at Plaintiff’s termination, it

was breached by the Ritz, and the breach caused damages to Plaintiff.25 The long-

standing standard for appellate review of jury determinations of fact was set forth

in Mart v. Hill, 505 So.2d 1120 (La. 1978). In Mart, the court established a two-

part test for the reversal of a factfinder’s determinations:

1) The appellate court must find from the record that a reasonable factual
basis does not exist for the finding of the trial court, and

2) the appellate court must further determine that the record establishes that
the finding is clearly wrong (manifestly erroneous).

Id. at 1127. “The issue to be resolved by a reviewing court is not whether the trier

of fact was right or wrong, but whether the factfinder’s conclusion was a

reasonable one.” Stobart v. State through Dep't of Transp. & Dev., 617 So.2d 880,

882 (La. 1993). Additionally, “the reviewing court must always keep in mind that

‘if the trial court or jury’s findings are reasonable in light of the record reviewed in

its entirety, the court of appeal may not reverse, even if convinced that had it been

25
Notably, the Ritz failed to raise any arguments on the causation issue raised in this assignment
of error. Given that Plaintiff failed to properly brief the causation issue, it is deemed abandoned.
See Uniform Rules, Courts of Appeal, Rule 2-12.4(B)(4). Nevertheless, in light of the record in
its entirety, the damages are reasonable.

31
sitting as the trier of fact, it would have weighed the evidence differently.’” Id. at

882-83.

As to the applicability of the Employee Agreement, Plaintiff testified that

the Ritz’s Director of Engineering, Paul Cabalosa, initially recruited him while he

was working at the Residence Inn. During his meeting, Mr. Cabalosa talked to him

about “the employee promise” and “rights” that employees have to be treated

fairly. Ultimately, the Ritz extended an offer of employment as an Assistant

Director of Engineering on March 29, 2000, which was later signed by Mr. Danna

and an employee of the Ritz.26

On June 1, 2000, Mr. Danna’s first day of work, he and the Ritz signed the

Employee Agreement. The Employee Agreement stated that upon successful

completion of the sixty-day orientation period, the Ritz afforded Plaintiff “the

rights and benefits” in the Employee Agreement.

Among other guarantees, the Employee Agreement gave Plaintiff: “The

right to The Ritz-Carlton, New Orleans Fair Discipline Pact,” and the right to the

“Open Appeal & Issue Resolution Process.” The Fair Discipline Pact states that a

major violation involving behavior or work performance requires termination.

However, Plaintiff would be “suspended pending a fair and complete

investigation,” and would be terminated “only for cause” subject to the rights

under the open appeal process.

26
While an enlarged version of initial offer letter was shown to the jury, it was never admitted
into evidence. The Ritz challenges the trial court’s denial of its post-trial motion to reopen or
supplement the record. “It is well established that the decision to reopen a case after all parties
have rested for the production of additional evidence is one within the sound discretion of the
trial court and will not be disturbed on appeal unless manifestly erroneous.” State, Dep’t of
Transp. & Dev. v. Latiolais, 613 So.2d 1009, 1012 (La. App. 3rd Cir. 1/26/93) (citations omitted);
see also Poche v. Frazier, 232 So.2d 851, 856 (La. App. 4th Cir. 3/9/70) (superseded by statute
on other grounds). Given that the pertinent substance of the employee agreement was elicited
through witness testimony, and the offer letter is otherwise irrelevant, we cannot find that the
trial court’s ruling was unreasonable or manifestly erroneous.

32
Plaintiff further testified that, in 2003, he was promoted to Associate

Director of Engineering. Later, in September of 2004, Plaintiff was promoted to

Director of Engineering. While the parties dispute whether a new offer letter was

signed, there is no evidence indicating that the Employee Agreement was ever

revoked. Under these circumstances, the record supports that jury’s conclusion

that the Employee Agreement was bargained for and enforceable at Plaintiff’s

termination.

As to the breach of the Employee Agreement, the testimony at trial reveals

that the Ritz ignored Plaintiff’s request in 2007 to fix the control system issues

with the Bryan boilers, which ultimately caused the carbon monoxide leak. The

Ritz further refused to follow-up with Mr. Butler, who was hired to assess the

cause of the carbon monoxide leak and ultimately fixed the issue. Mr. Butler

testified that the leak was caused from an equipment malfunction in the boiler;

however, the carbon monoxide properly vented to the roof and was re-circulated

back into the building. He did not find any evidence that there were leaks in the

vent pipes or the laundry chase. He further confirmed that the Ritz informed him

that it would not move forward with the cause of the leak and his incident report

was never provided to the Ritz.

In addition, shortly before the carbon monoxide incident, Plaintiff wrote a

letter to Peggy Hassinger and Kevin Richeson, coroporate human resources

employees for the Ritz and Marriott, explaining that Mr. Miller was consistently

harassing and disciplining him. In fear of losing his job, he requested an

investigation. After the carbon monoxide incident, Plaintiff was placed on

suspension pending an investigation into the carbon monoxide leak. On February

4, 2010, Plaintiff was fired. This testimony, alone, supports the conclusion that the

33
Ritz did not conduct a fair and complete investigation, since the investigation

revealed that Plaintiff did not cause the carbon monoxide leak on the guest floors.

Thus, there was no cause for Plaintiff’s termination.

The Ritz argues that it did not breach the Employee Agreement because it

complied with the terms. In particular, it argues that an employee may be

terminated if he receives a verbal and written warning in one year, or after a major

breach in performance. Since Plaintiff falls into both categories, the Ritz argues

that the termination was not in breach of the terms of the agreement. While there

is evidence to support the Ritz’s contention, there is also evidence to support the

conclusion that the Ritz fired Plaintiff for a major violation, wholly or partially as a

result of the carbon monoxide leak, without a complete investigation and/or cause

as required by the contract. Where there are two permissible views of the

evidence, the factfinder’s choice between them cannot be manifestly erroneous or

clearly wrong. Rosell v. ESCO, 549 So.2d 840, 844 (La. 1989).

Significantly, the record reflects that Plaintiff was suspended and terminated

as a result of the carbon monoxide leak, which was considered a serious breach in

performance and safety. Thus, under the agreement, Plaintiff was entitled to an

investigation and could only be terminated for cause. It is irrelevant whether the

termination occurred as a result of this issue alone or was coupled with other

disciplinary violations. Moreover, Plaintiff already had sufficiently disciplinary

reprimands to be terminated, thus it was reasonable for the jury to conclude he was

terminated as a result of the carbon monoxide leak, triggering the investigation and

termination for cause requirements under the contract.

Considering the foregoing evidence, the jury’s finding that the Ritz breached

its obligations to conduct a fair and complete investigation into the leak, and to fire

34
Plaintiff only for cause was supported by the record. Accordingly, we find no

manifest error in the jury’s findings of fact.

POST-VERDICT MOTIONS

The Ritz further challenges the trial court’s denial of its motion for a partial

judgment notwithstanding the verdict (JNOV) and motion for new trial. It is well-

established that a JNOV is only warranted when the facts and evidence are so

overwhelmingly in favor of the moving party that reasonable jurors could not

arrive at a contrary verdict. Marable v. Empire Truck Sales of Louisiana, LLC, 16-

0876, 16-0877, 16-0878, p. 13 (La. App. 4 Cir. 6/23/17), 221 So.3d 880, 892

(citation omtited). This Court, in Loconte Partners, LLC v. Montgomery &

Assocs., Inc., 12-0691, pp. 11-12 (La. App. 4 Cir. 5/15/13), 116 So.3d 904, 911-12

(citations omitted), set forth the standard of review for the denial of a JNOV

stating:

A trial court’s authority to overrule a jury’s findings and grant a
JNOV is limited to situations in which the facts point so strongly in favor of
the moving party that the court feels a reasonable jury could not arrive at a
contrary verdict. Where two permissible views of the evidence exist, the
fact-finder’s choice between them cannot be manifestly erroneous.
Therefore, a jury’s verdict should not be set aside as long as a fair
interpretation of the evidence supports it. All reasonable inferences from the
evidence are to be construed in the light most favorable to the non-moving
party. The trial court’s refusal to render a JNOV can only be overturned if it
is manifestly erroneous.

The Ritz, again, argues that it employed Plaintiff for an indefinite term and

had the right to terminate his employment “at-will;” the Employee Agreement was

not bargained for and was simply a unilateral expression of company policy; the

Employee Agreement was not part of the 2004 offer; and Plaintiff disregarded the

open door/appeal policy. Thus, the Ritz claims the agreement was unenforceable.

35
As such, it concludes that the trial court erred by submitting the breach of contract

claim to the jury.

As previously discussed in this Court’s prior and current appeal opinion,

whether or not a contract existed is an issue of fact for the factfinder.

Controverting evidence was submitted to the jury concerning whether Plaintiff was

an “at-will” employee or whether a contract existed. The jury determined that a

contract existed, thus crediting Plaintiff’s testimony that the “employee promise”

was a key consideration in taking the position at the Ritz and rejecting the finding

that Plaintiff was an “at-will” employment. Additionally, since there was no

evidence that the Employee Agreement was rescinded and no signed offer form

from Plaintiff’s promotion to Director of Engineering, the jury’s conclusion that

the Employee Agreement remained effective at his termination was reasonable.

Further, the undisputed testimony confirmed that the open door policy was

not intended for guidance team members such as Plaintiff. Nevertheless, prior to

the carbon monoxide incident, Plaintiff wrote a letter to the corporate Human

Resources for the Ritz and the Marriott explaining a pattern of harassment and

malicious discipline, wherein he requested an investigation to no avail. Thus, in

the light most favorable to Plaintiff, the jury reasonably concluded that the Plaintiff

sought an investigation through the open door policy or that the policy did not

apply to him as a member of upper level management. Given that the evidence

supports the jury’s finding on the breach of contract claim, the trial court was not

manifestly erroneous in denying the partial motion for JNOV. For these reasons,

the trial court did not abuse its discretion in denying the Ritz’s motion for new

trial.

CALCULATION OF INTEREST ON THE JUDGMENT

36
Finally, Plaintiff asserts that the trial court erred by awarding judicial

interest “as provided by law” instead of “from the date of judicial demand.” La.

C.C.P. art. 1921 states: “The court shall award interest in the judgment as prayed

for or as provided by law.” As stated in this Court’s discussion of the writ

application challenging the suspensive appeal, interest is recoverable on claims

arising ex contractu from the time they become due. La. C.C.P. art. 2000; Calhoun

and Schiro-Del Bianco Enterprises, Inc., supra. As such, the trial court did not err

in awarding interest “as provided by law,” rather than “from the date of judicial

demand.”

MOTION TO TAX COSTS

Turning to the second appeal on the assessment of costs, Dismissed

Defendants argue that the trial court erred and abused its discretion in failing to

award them costs pursuant to La. C.C.P. art. 1920.27 We agree.

La. C.C.P. art. 1920 states:

Unless the judgment provides otherwise, costs shall be paid by the
party cast, and may be taxed by a rule to show cause.

Except as otherwise provided by law, the court may render judgment
for costs, or any part thereof, against any party, as it may consider
equitable.

Both the trial and appellate courts are vested with discretion in the

apportionment of costs. La. C.C.P. art. 1920; La. C.C.P. art. 2164;28 Scamardo v.

27
On appeal, Dismissed Defendants also argue that they are entitled to costs under La. R.S.
23:967(D). However, this contention was not raised or argued before the trial court, and is now
being raised for the first time on appeal. It is well-settled that “appellate courts will not consider
issues raised for the first time, which are not pleaded in the court below and which the district
court has not addressed.” Council of City of New Orleans v. Washington, 09-1067, pp. 3-4 (La.
5/29/09), 9 So.3d 854, 856. Because we find Dismissed Defendants failed to adequately
preserve the issue of costs pursuant to La. R.S. 23:967(D), this Court cannot address the issue
now raised by the defendant for the first time. Geiger v. State, Department of Health and
Hospital, 01-2206, p. 11 (La. 4/12/02), 815 So.2d 80, 86.

37
Dunaway, 94-545, p. 11 (La. App. 5 Cir. 2/15/95), 650 So.2d 417, 422. When the

judgment is silent as to costs, however, C.C.P. art. 1920 requires the court to assess

the costs against the party cast in judgment. Id.

The April 9, 2019, partial final judgment was silent as to costs. Dismissed

Defendants were the prevailing party on all of Plaintiff’s claims against them.

Thus, they are entitled to an award for costs. As such, the trial court abused its

discretion in denying Dismissed Defendants’ motion to assess costs pursuant to La.

C.C. art. 1920.

While Plaintiff argues that Dismissed Defendants’ motion was untimely,

costs may be assessed by a rule to tax costs filed after final judgment. See La.

C.C.P. art. 1920; Foreman v. Montgomery, 517 So. 2d 1034, 1035 (La. App. 3rd

Cir. 1987). Dismissed Defendants filed their motion to tax costs on July 26, 2019,

after the rendition of the partial final judgment. Thus, the motion was proper and

timely. Accordingly, the judgment denying Dismissed Defendants’ motion to tax

costs is reversed and the matter is remanded for further proceedings consistent with

this opinion.

In addition, Plaintiff filed an answer to Dismissed Defendants’ appeal

challenging the trial court’s denial of his motion to tax costs as the prevailing party

against the Ritz on the breach of contract claim, as well as the trial court’s refusal

to amend the judgment confirming the jury’s award to include interest from the

date of judicial demand. Dismissed Defendants counter that this Court lacks

jurisdiction to grant any relief against the Ritz, who is not a party to appeal number

28
La. C.C.P. art. 2164 states: “The appellate court shall render any judgment which is just, legal,
and proper upon the record on appeal. The court may award damages, including attorney fees,
for frivolous appeal or application for writs, and may tax the costs of the lower or appellate
court, or any part thereof, against any party to the suit, as in its judgment may be considered
equitable.”

38
2020-CA-318, based on Plaintiff’s answer to Dismissed Defendants’ appeal. We

agree.

La. C.C.P. art. 2133(A) states:

An appellee shall not be obliged to answer the appeal unless he
desires to have the judgment modified, revised, or reversed in part or
unless he demands damages against the appellant. In such cases, he
must file an answer to the appeal, stating the relief demanded, not
later than fifteen days after the return day or the lodging of the record
whichever is later. The answer filed by the appellee shall be
equivalent to an appeal on his part from any portion of the
judgment rendered against him in favor of the appellant and of
which he complains in his answer. Additionally, however, an
appellee may by answer to the appeal, demand modification, revision,
or reversal of the judgment insofar as it did not allow or consider
relief prayed for by an incidental action filed in the trial court. If an
appellee files such an answer, all other parties to the incidental
demand may file similar answers within fifteen days of the appellee's
action.

(emphasis added).

An answer to an appeal does not have the effect of an appeal with respect to

any portion of the judgment rendered in favor of a party not an appellant. Francois

v. Ybarzabal, 469 So.2d 1001, 1004 n.2 (La. App. 5th Cir. 1985), writ granted, 476

So.2d 337 (La. 1985), and aff’d, 483 So.2d 602 (La. 1986) (Inasmuch as Protective

Casualty Insurance Company is not an appellant herein, appellees’ answer to the

Sentry appeal would not permit a review of the judgment as to the other insurer

which did not appeal.). Accordingly, this Court lacks jurisdiction, thus we will not

address the issues raised by Plaintiff against the Ritz in his answer to Dismissed

Defendants’ appeal.

CONCLUSION

For the reasons stated in this opinion, we grant the writ application and grant

the relief requested; we deny the exception of no cause of action; we affirm the

39
appeal, in part, on the jury trial and $1,650,000.00 award; and we reverse the

appeal, in part, on the motion to tax costs and remand to the trial court to assess

costs. In light of the foregoing, each party is to bear their own costs of the appeals.

WRIT GRANTED; RELIEF GRANTED; EXCEPTION DENIED; APPEAL
AFFIRMED, IN PART, REVERSED IN PART AND REMANDED

40

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Source: Frix Law Library, https://www.frixlaw.com/law-library/cases/11077391. Public record. Not legal advice.
