2309-11 Washington Avenue Trust, Rise Up Real Estate Group, LLC and Bret M. Barattini v. Lisa-Raye Investments, LLC, Lisa-Raye Investments & Construction, LLC, Raye McGee, Oam Insurance Company, Maxum Indemnity Company and Lloyd's of London

CourtLouisiana Court of Appeal
DecidedOctober 30, 2025
Docket2025-C-0550
StatusPublished

This text of 2309-11 Washington Avenue Trust, Rise Up Real Estate Group, LLC and Bret M. Barattini v. Lisa-Raye Investments, LLC, Lisa-Raye Investments & Construction, LLC, Raye McGee, Oam Insurance Company, Maxum Indemnity Company and Lloyd's of London (2309-11 Washington Avenue Trust, Rise Up Real Estate Group, LLC and Bret M. Barattini v. Lisa-Raye Investments, LLC, Lisa-Raye Investments & Construction, LLC, Raye McGee, Oam Insurance Company, Maxum Indemnity Company and Lloyd's of London) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
2309-11 Washington Avenue Trust, Rise Up Real Estate Group, LLC and Bret M. Barattini v. Lisa-Raye Investments, LLC, Lisa-Raye Investments & Construction, LLC, Raye McGee, Oam Insurance Company, Maxum Indemnity Company and Lloyd's of London, (La. Ct. App. 2025).

Opinion

2309-11 WASHINGTON * NO. 2025-C-0550 AVENUE TRUST, RISE UP REAL ESTATE GROUP, LLC * AND BRET M. BARATTINI COURT OF APPEAL * VERSUS FOURTH CIRCUIT * LISA-RAYE INVESTMENTS, STATE OF LOUISIANA LLC, LISA-RAYE ******* INVESTMENTS & CONSTRUCTION, LLC, RAYE MCGEE, OAM INSURANCE COMPANY, MAXUM INDEMNITY COMPANY AND LLOYD'S OF LONDON

APPLICATION FOR WRITS DIRECTED TO CIVIL DISTRICT COURT, ORLEANS PARISH NO. 2019-03144, DIVISION “J” Honorable D. Nicole Sheppard ****** Judge Nakisha Ervin-Knott ****** (Court composed of Judge Rosemary Ledet, Judge Paula A. Brown, Judge Nakisha Ervin-Knott)

Thear J. Lemoine Taylor R. Lambert Jeffrey J. Brainard BROWN SIMS, P.C. 365 Canal Street, Suite 2900 New Orleans, Louisiana 70130

COUNSEL FOR RELATOR

Kevin O. Larmann KIRKENDALL DWYER, LLP 2424 Edenborn Avenue, Suite 670 Metairie, Louisiana 70001

COUNSEL FOR RESPONDENTS

WRIT GRANTED; JUDGMENT REVERSED AND RENDERED OCTOBER 30, 2025 NEK Maxum Indemnity Company (“Maxum”) seeks review of the district court’s RML July 24, 2025 judgment denying its motion for summary judgment. For the following PAB reasons, we grant Maxum’s writ, reverse the district court’s ruling, and render

judgment granting Maxum’s motion for summary judgment.

FACTUAL AND PROCEDURAL HISTORY

On February 1, 2018, the 2309-11 Washington Avenue Trust, Rise Up Real

Estate Group, LLC; and Bret M. Barattini (collectively “Plaintiffs”) contracted with

Lisa-Raye Investments, LLC; Lisa-Raye Investments & Construction, LLC, and

Raye McGee (collectively “Lisa-Raye Defendants”) to renovate a residential

structure located at 2309-11 Washington Avenue, New Orleans, Louisiana. The

written Independent Contractor Services Agreement (“Contract”) called for two

phases of construction: (1) semi-demolition of the existing structure and bracing the

structure to prepare for remodeling, and (2) roughing in electrical, plumbing,

insulation, drywall, and finishes throughout the structure. The Contract required the

Lisa-Raye Defendants to brace the structure, supervise subcontractors, and ensure

jobsite safety. The Lisa-Raye Defendants subcontracted with OAM Construction,

LLC and Orlando Medina (collectively “OAM Defendants”) to complete Phase 1 of

1 the construction project. On March 26, 2018, while the Lisa-Raye and OAM

Defendants were working on Phase 1 of the project, the existing structure collapsed,

fell over into a neighboring property, and was destroyed.

Plaintiffs filed a petition for damages and breach of contract (“petition”) on

March 22, 2019, and named several defendants, including the Lisa-Raye Defendants,

OAM Defendants, Arch Specialty Insurance Company, Maxum, and Lloyd’s of

London.1 Maxum, a Lisa-Raye Defendants’ insurer, was named as a defendant

pursuant to the Louisiana Direct Action Statute. Maxum had issued a Commercial

General Liability (“CGL”) policy (“Policy”) to the Lisa-Raye Defendants, which

contained “Breach of Contract” and “Damage to Property” Exclusions.

On December 19, 2024, Maxum filed a motion for summary judgment

(“motion”), asserting that due to the policy exclusions, there was no coverage under

the Policy for the claims alleged against the Lisa-Raye Defendants. The district court

heard the motion on June 27, 2025, and denied the motion in open court. In its oral

reasons for judgment, the district court stated, in part:

Ultimately, in Perniciaro[2], the court found that the negligent and intentional torts alleged stem from the contract and the plaintiff's allegations of any and all other negligent and/or intentional acts were excluded from the coverage due to the lack of showing of any breach of general duty owed to the general public at large.

In the case at hand, within the contract entered by the plaintiffs and the Lisa-Raye Defendants under Phase 1 of the contract work --where the scope of work was included was to brace the house, the entire house, for safety. In using the "but for" test described in Perniciaro, the Court finds that there are still several issues that need to be addressed on what was the cause of the alleged claims asserted by the plaintiffs.

1 Plaintiffs later filed an amended petition on December 19, 2019. 2 Perniciaro v. McInnis, 2018-0113 (La. App. 4 Cir. 9/7/18), 255 So.3d 1223.

2 The district court issued a signed judgment and notice of signing of judgment

on July 24, 2025, and this timely writ application for supervisory review followed.

DISCUSSION

In its writ application, Maxum assigns three errors: (1) the district court erred

in finding that an immaterial issue of causation precluded summary judgment on

coverage; (2) the district court erred by misapplying this Court’s decision in

Perniciaro and the “but for” test employed therein; and (3) the district court erred in

failing to consider or address the Policy’s “Damage to Property” Exclusions.

The summary judgment procedure is favored, and the procedure “is designed

to secure the just, speedy, and inexpensive determination of every action.” La.

C.C.P. art. 966(A)(2). “After an opportunity for adequate discovery, a motion for

summary judgment shall be granted if the motion, memorandum, and supporting

documents show that there is no genuine issue as to material fact and that the mover

is entitled to judgment as a matter of law.” La. C.C.P. art. 966(A)(3). “A summary

judgment is reviewed on appeal de novo, with the appellate court using the same

criteria that govern the trial court's determination of whether summary judgment is

appropriate; i.e., whether there is any genuine issue of material fact, and whether the

movant is entitled to judgment as a matter of law.” Planchard v. New Hotel

Monteleone, LLC, 2021-00347, pp. 2-3 (La. 12/10/21), 332 So.3d 623, 625 (citations

omitted).

“Whether an insurance policy provides for, or precludes, coverage as a matter

of law is an issue that can be resolved within the framework of a motion for summary

judgment.” Certain Underwriters at Lloyd’s of London v. Duxworth Roofing and

Sheetmetal, Inc., 2022-0821, p. 7 (La. App. 4 Cir. 7/18/23), 370 So.3d 1144, 1149

(quoting Wagner v. Tammany Holding Co., LLC, 2013-0374, p. 7 (La. App. 4 Cir.

3 10/9/13), 135 So.3d 77, 82). Regarding the interpretation of insurance contracts, this

Court has stated:

An insurance policy is a contract between the parties and should be construed using the general rules of interpretation of contracts set forth in the Civil Code. Cadwallader v. Allstate Ins. Co., [20]02-1637, p. 3 (La. 6/27/03), 848 So.2d 577, 580; Louisiana Ins. Guar. Ass’n v. Interstate Fire & Casualty Co., [19]93-0911 (La. 1/14/94), 630 So.2d 759, 763. The judicial responsibility in interpreting insurance contracts is to determine the parties’ common intent. La. C.C. art. 2045; Louisiana Ins. Guar. Ass’n, [19]93-0911 at p. 5, 630 So.2d at 763; Garcia v. St. Bernard Parish School Board, 576 So.2d 975, 976 (La. 1991). Words and phrases used in an insurance policy are to be construed using their plain, ordinary and generally prevailing meaning, unless the words have acquired a technical meaning. La. C.C. art. 2047; Cadwallader, [20]02-1637 at p. 3, 848 So.2d at 580; Carbon v. Allstate Ins. Co., [19]97-3085, p. 4 (La. 10/20/98), 719 So.2d 437, 439. An insurance policy should not be interpreted in an unreasonable or a strained manner so as to enlarge or to restrict its provisions beyond what is reasonably contemplated by its terms or so as to achieve an absurd conclusion. Carrier v. Reliance Ins. Co., [19]99-2573, pp. 11-12 (La. 4/11/00), 759 So.2d 37, 43 (quoting Louisiana Ins.

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2309-11 Washington Avenue Trust, Rise Up Real Estate Group, LLC and Bret M. Barattini v. Lisa-Raye Investments, LLC, Lisa-Raye Investments & Construction, LLC, Raye McGee, Oam Insurance Company, Maxum Indemnity Company and Lloyd's of London, Counsel Stack Legal Research, https://law.counselstack.com/opinion/2309-11-washington-avenue-trust-rise-up-real-estate-group-llc-and-bret-m-lactapp-2025.