Liddell v. First Family Financial Services, Inc.

United States Court of Appeals Fifth Circuit F I L E D In the August 25, 2005 United States Court of Appeals Charles R. Fulbruge III for the Fifth Circuit Clerk _______________ m 04-61076 Summary Calendar _______________ TEDRICK D. LIDDELL, ET AL., Plaintiffs, CHERLY STAMPS; MARIE G. STEWART; MAGGIE L. CAMPBELL; ESTOLA CLAY; CAREY G. COX; PATRICIA A. COX; AUTHORINE WHITE; DWIGHT C. WILKINSON; JAMES E. WILLIAMS; MAGGIE WILLIAMS; LILLIE WILSON; DIXIE YOUNG; WILLIE CHANDLER; SUSIE G. EDWARDS; CAROL L. WILLIS; MORRIS D. RUSH; ELSIE W. RUSH; CATHERINE GIVENS; BESSIE BRIM, Plaintiffs-Appellants, VERSUS FIRST FAMILY FINANCIAL SERVICES, INC., ET AL., Defendants, FIRST FAMILY FINANCIAL SERVICES, INC.; FIRST FAMILY FINANCIAL SERVICES MANAGEMENT CORPORATION; ASSOCIATES FINANCIAL SERVICES COMPANY, INC.; ASSOCIATES INVESTMENT CORPORATION; ASSOCIATES FIRST CAPITAL CORPORATION; ASSOCIATES CORPORATION OF NORTH AMERICA; ASSOCIATES CAPITAL BANK; AMERICAN HEALTH AND LIFE INSURANCE COMPANY; CITIFINANCIAL RETAIL SERVICES, INC.; CITIFINANCIAL, INC.; CITIFINANCIAL OF MISSISSIPPI, INC.; COMMERCIAL CREDIT CORPORATION; ASSOCIATES HOUSING FINANCE LLC, Defendants-Appellees. _________________________ Appeal from the United States District Court for the Southern District of Mississippi m 4:02-CV-43 ___________________________ Before DAVIS, SMITH, and DENNIS, facts, including “the costs and benefits . . . of Circuit Judges purchasing insurance.”2 Plaintiffs concede that defendants did not engage in any acts of con- JERRY E. SMITH, Circuit Judge: cealment after the sales transactions took place. In this appeal, we address whether the dis- trict court abused its discretion when it grant- II. ed defendants’ motion for summary judgment On appeal, the standard of review for the on a determination that plaintiffs’ claims are entry of summary judgment is de novo.3 barred by the statute of limitations. Because Summary judgment is proper only where, to toll limitations for fraudulent concealment viewed in the light most favorable to the under Mississippi law, there must be evidence nonmoving party, the evidence shows that of an affirmative act of concealment after the there is no genuine issue as to any material fact initial fraud, the district court appropriately and that the moving party is entitled to judg- dismissed plaintiffs’ claims for fraud in the sale ment as a matter of law. FED. R. CIV. P. of insurance. We affirm. 56(c).4 I. III. The plaintiffs sued to recover damages for All parties agree that MISS. CODE § 15-1- alleged fraudulent misrepresentations and 49 is the applicable statute of limitations for omissions by the defendants in the sale of con- plaintiffs’ claims, establishing a three-year sumer credit insurance that accompanied defendants’ issuance of consumer loans.1 The most recent of the transactions at issue tran- spired in May 1998; plaintiffs sued in Febru- ary 2002, more than three years later. Specifi- cally, plaintiffs allege that defendants misrep- 2 Plaintiffs make a litany of charges that es- resented and concealed numerous material sentially stem from an alleged comprehensive effort to defraud customers in the sale of “unnecessary” and “overpriced” supplemental credit insurance. 1 3 Because the limitations question is dispositive King v. Provident Life & Acc. Ins. Co., 23 for all the plaintiffs, we avoid examining distinct F.3d 926, 928 (5th Cir. 1994). subclasses of the plaintiffs and any separate 4 grounds for dismissal relied on by the district Am. States Ins. Co. v. Natchez Steam Laun- court. dry, 131 F.3d 551, 553 (5th Cir. 1998). 2 limitations period for fraud claims.5 Under that such affirmative acts need not occur after Mississippi law, each of plaintiffs’ claims ac- the time of the alleged fraud. Rather, plaintiffs crued on the completion date of the loan trans- assert that the defendants’ “pattern of con- actions.6 Therefore, it is evident that plaintiffs duct” at the time of the insurance sale was have failed to bring their claims within the “self-concealing.”8 The statute, speaking only three-year statutorily defined period. of concealment, is seemingly ambiguous as to whether the affirmative acts need occur after Plaintiffs contend, however, that defen- the initial fraud or whether, to the contrary, dants’ fraudulent concealment tolls the running acts of concealment at the time of the sale, like of the limitations period. Section 15-1-67 of those alleged by plaintiffs, can also toll the the Mississippi Code states that “[i]f a person statute of limitations. liable to any personal action shall fraudulently conceal the cause of action from the knowl- The plaintiffs argue that because the fraud edge of the person entitled thereto, the cause here is of a “self-concealing” nature, they need of action shall be deemed to have first accrued only show evidence of the fraud itself to es- at, and not before, the time at which such tablish the first element of fraudulent conceal- fraud shall be, or with reasonable diligence ment.9 Therefore, plaintiffs’ assertions of af- might have been, first known or discovered.” firmative acts at the time of the sale would be Consequently, to establish fraudulent conceal- sufficient to establish this first required ele- ment, plaintiffs must demonstrate (1) that ment. Plaintiffs’ reliance on Texas precedent defendants acted affirmatively to conceal the is at best only persuasive, however, and not fraud; and (2) that plaintiffs could not have binding on our explication of Mississippi law. discovered the alleged fraud with the exercise of due diligence.7 Plaintiffs correctly note that at least one court has recognized that the affirmative-act Although plaintiffs concede that they bear question remains unresolved in Mississippi.10 the burden of demonstrating defendants’ af- firmative acts of concealment, they contend 8 Though it remains uncertain whether the dis- trict court properly concluded that plaintiffs have 5 The statute provides a limitations period for not alleged any affirmative acts of concealment, it all claims that do not have a separately specified is unnecessary to examine the question, because limitations period. plaintiffs concede that they have alleged no such acts that occurred after the transactions at issue. 6 Stephens v. Equitable Life Assurance Soc’y, 9 850 So. 2d 78, 82 (Miss. 2003) (stating that fraud Plaintiffs base their argument on Texas v. claims “accrue[] upon the completion of the sale Allan Constr. Co., 851 F.2d 1526 (5th Cir. 1988), induced by such false representation or upon the in which we interpreted the doctrine of fraudulent consummation of the fraud”). concealment under Texas law as a means to toll the limitations period of the Sherman Anti-Trust Act. 7 Id. at 83. (“[P]laintiffs have a two-fold obli- 10 gation to demonstrate that (1) some affirmative act Phillips v New England Mut. Life Ins. Co., or conduct was done and prevented discovery of a 36 F. Supp. 2d 345 (S.D. Miss. 1998) (“The Mis- claim, and (2) due diligence was performed on their sissippi Supreme Court has not yet decided wheth- part to discover it.”) (continued...) 3 Though plaintiffs cite another district court sippi law is unambiguous: Plaintiffs must case for support of a lesser point,11 and that prove a subsequent affirmative act of fraudu- opinion does acknowledge that in 2002, the lent concealment to toll the limitations.” question on the timing of affirmative acts re- mained unresolved under Mississippi author- We adhere to the rule of stare decisis in in- ity,12 the opinion plaintiffs cite was vacated a terpreting state law.14 Absent a Mississippi few months later by the same district judge.13 Supreme Court decision or statutory amend- ment, the caselaw of this court interpreting Therefore, the plaintiffs’ entire argument § 15-1-67 binds this panel.15 Because neither must stand on this assumption that the timing the Mississippi legislature nor the Mississippi of the affirmative-act requirement is still un- Supreme Court has spoken on this issue, we decided in Mississippi and that, therefore, per- are bound by Ross. suasive precedent from Texas should control here. We reject plaintiffs’ invitation to apply In Ross, we faced a case similar to that pre- Texas law, because in Ross v. CitiFinancial, sented here. Plaintiffs alleged fraudulent mis- Inc., 344 F.3d 458, 464 (5th Cir. 2003), we representations and omissions in the sale of held that Mississippi law is in fact well settled supplemental credit insurance products during with respect to this issue, stating that “Missis- plaintiffs’ loan application processes.16 Ap- plying Mississippi law, we held that “[p]ursu- ant to § 15-1-67, [p]laintiffs were required to 10 (...continued) prove an affirmative act of fraudulent conceal- er subsequent affirmative acts of concealment are ment post-completion of the insurance sales in required to toll the statute of limitations for fraud order to toll the statute of limitations.”17 when the underlying action itself is based on fraud.”). In spite of the district court’s proper reli- 11 Rainwater v. Lamar Life Ins. Co., 207 F. Supp. 2d 561 (S.D. Miss. 2002) (remanding based 14 See Broussard v. S. Pac. Transp. Co., 665 on the fact that there was a possibility that underly- F.2d 1387, 1389 (5th Cir. 1982) (en banc). ing claim had been tolled by fraudulent conceal- 15 ment.), vacated, 246 F. Supp. 2d 546 (S.D. Miss. Ford v. Cimarron Ins. Co., 230 F.3d 828, 2003), appeal dism’d, 391 F.3d 636 (5th Cir. 832 (5th Cir. 2000) (“Therefore, a prior panel’s 2004). Plaintiffs cite this case to support their ar- interpretation of state law has binding precedential gument that fraudulent concealment is “widely ac- effect on other panels of this court absent a subse- cepted by Mississippi Courts.” quent state court decision or amendment rendering our prior decision clearly wrong.”). 12 Id. at 566-68. (2002) (granting plaintiffs’ 16 motion to remand to state court because court Ross, 344 F.3d at 460. Specifically, “Plain- could not find that there was “no possibility” of tiffs alleged: their insurance premiums were ex- plaintiffs recovery when under state law when the cessive compared to market rates; they were in- requirement of subsequent affirmative acts re- flated by commissions; and their loan interest and mained unresolved in Mississippi courts.) principal were increased by including the insurance polices within the loan amounts or unnecessarily 13 See Rainwater v. Lamar Life Ins. Co., 246 F. refinancing the loans.” Id. Supp. 2d 546 (S.D. Miss. 2003), appeal dism’d, 17 391 F.3d 636 (5th Cir. 2004). Id at 464. 4 ance on Ross for deciding this question, plain- tations period set forth in § 15-1-49 is not tiffs remain convinced that Allan Construc- tolled. Because plaintiffs’ claims are untimely, tion should control.18 That assertion is further the district court correctly granted summary undermined by the fact that Ross is not unique judgment in favor of the defendants.20 in holding that § 15-1-67 requires subsequent affirmative acts of concealment. In Rainwater AFFIRMED. v. Lamar Life Ins. Co., 391 F.3d 636, 637 (5th Cir. 2004) (per curiam), which is the appeal in a district court proceeding the plaintiffs cite in support of their position,19 we remarked that “[o]ur decision in Ross resolved any remaining doubts that the district court may have had about a substantial ground for a difference of opinion on the doctrine of fraudulent conceal- ment.” More importantly, the Mississippi Su- preme Court recently indicated its agreement by holding that “there must be some subse- quent affirmative act by the defendant which was designed to prevent and which did prevent discovery of the claim.” Andrus v. Ellis, 887 So. 2d 175, 181 (Miss. 2004) (citing Stephens, 850 So. 2d at 83-84). Plaintiffs, in relying on Texas precedent, have not alleged any subsequent acts of con- cealment against any defendant. Therefore, pursuant to § 15-1-67 and Ross and Andrus, they have failed to establish fraudulent con- cealment. Consequently, the three-year limi- 18 Disregarding the district court’s reliance on Ross in determining the applicable construction of § 15-1-67, plaintiffs’ brief on appeal lacks even a single mention of Ross. Though plaintiffs’ brief challenges Stephens by stating that “Stephens does not change the law whatsoever from the holding of Allan” because fraudulent concealment was never presented in Stephens, such argument misses the 20 point that Ross firmly established the requirement Because plaintiffs have failed to plead sub- of an affirmative act of concealment subsequent to sequent affirmative acts of concealment as required the sale. by § 15-1-67, it is unnecessary to determine whether, regarding the requirement of diligence as 19 See supra notes 11-13 and accompanying a matter of law, they could have discovered the text. fraud before limitations had run. 5