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Case Law Alerts

Third Circuit maintains a high bar for use of witness affidavits to defeat summary judgment.

Jackson v. SEPTA, No. 21-2671, 2023 WL 195156 (3d Cir. Jan. 17, 2023)

April 1, 2023

by Michael C. Burke

The plaintiff sued her employer, alleging that they had violated her rights under the Americans with Disabilities Act (ADA), Pennsylvania Human Relations Act (PHRA) and the Philadelphia Fair Practices Ordinance (PFPO). The plaintiff alleged, inter alia, that her employer terminated her employment on October 15, 2016, because of three cerebral aneurysms she had suffered a year earlier on October 15, 2015. The district court, in considering the employer’s motion for summary judgment, found that disputes of material fact existed and denied summary judgment. However, the employer then moved for reconsideration, and the court granted its motion. In granting summary judgment for the employer, the court noted that the plaintiff’s opposition to the motion relied on little more than a self-serving and conclusory declaration from the plaintiff herself. By contrast, the record evidence demonstrated that the employer had handled the plaintiff’s circumstance in a manner entirely consistent with the governing collective bargaining agreement. The plaintiff then appealed, arguing that the district court erred in finding her declaration to be insufficient to create a dispute of material fact. The Third Circuit disagreed and affirmed. In doing so, the court noted that, while a “single, non-conclusory affidavit or witness’s testimony, when based on personal knowledge and directed at a material issue is sufficient to defeat summary judgment[,]” in the instant case, the plaintiff’s declaration was wholly conclusory, contrary to the established facts, and not material to the issues presented. 

 

Case Law Alerts, 2nd Quarter, April 2023 is prepared by Marshall Dennehey to provide information on recent developments of interest to our readers. This publication is not intended to provide legal advice for a specific situation or to create an attorney-client relationship. Copyright © 2023 Marshall Dennehey, all rights reserved. This article may not be reprinted without the express written permission of our firm.

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Appellate Division Affirms Dismissal of Legal Malpractice Counterclaim Against Martin Law Firm

In Martin v. Loury, 2026 N.J. Super. Unpub. LEXIS 1617 (App. Div. July 15, 2026), Martin Law Firm represented Kirk Loury in an employment matter Mr. Loury filed against his former employer, Concord Equity Group Advisors LLC (“Concord”). The allegations included, among other things, that Loury was not fairly compensated for his employment with Concord. After a bench trial finding in Loury’s favor, the Appellate Division remanded this matter in February 2016 for a second trial. During the second trial, Concord CEO, Lee Argush, testified to lower compensation estimate than first trial. On remand, the second trial judge awarded Mr. Loury the same damages as the first judge, finding Mr. Argush not credible. After the findings during the second trial, Martin Law Firm filed an action against Mr. Loury to recover legal fees and costs of representing Mr. Loury in a second bench trial and Mr. Loury filed a counterclaim against Martin Law Firm for legal malpractice, alleging he should have received an even higher award in the second bench trial. In this allegation, Mr. Loury, through his expert, claimed that Martin Law Firm should have recalled Mr. Loury to the stand to rebut Mr. Argush’s testimony to allege an alternative theory of damages. Mr. Loury’s expert admitted that the second judge already rejected Mr. Argush's theory and accepted Loury's damages theory. The trial court barred Mr. Loury’s expert and dismissed Loury's counterclaim with prejudice before convening the collection trial, and the jury ruled in Martin Law Firm’s favor. Mr. Loury appealed the trial court's pretrial rulings barring his liability expert from testifying in support of his legal malpractice counterclaim, denying his motion for summary judgment on that counterclaim, and denying his motion to amend his counterclaim by adding attorney Joseph A. Martin as a codefendant. In affirming the trial court’s decision, the Appellate Division held that the trial court properly excluded Loury’s expert testimony in the counterclaim against Martin Law Firm because the expert could not explain how calling Loury as a rebuttal witness would have increased damages when the second judge already rejected Mr. Argush's testimony and accepted Loury's damages theory, making the expert’s causation opinion speculative. The Appellate Division also held that the trial court properly denied Mr. Loury's summary judgment motion on his malpractice counterclaim because reasonable minds could differ on whether Mr. Martin's alleged failures would have changed the second judge's damages award, given the judge already found Mr. Argush not credible, creating genuine factual disputes precluding summary judgment. Also, the Appellate Division held that the trial court properly denied Loury's May 2023 motion to add Joseph Martin individually because the statute of limitations expired in February 2022, six years after the 2016 appellate remand when Mr. Loury incurred new legal costs, and relation back did not apply because Mr. Loury knew Mr. Martin's identity throughout and strategically chose to sue only Martin Law Firm in his 2019 counterclaim.