Bass Partnership v. Fortmayer

899 So. 2d 68, 2005 La. App. LEXIS 1040, 2005 WL 896419
CourtLouisiana Court of Appeal
DecidedMarch 9, 2005
DocketNo. 2004-CA-1438
StatusPublished
Cited by13 cases

This text of 899 So. 2d 68 (Bass Partnership v. Fortmayer) 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
Bass Partnership v. Fortmayer, 899 So. 2d 68, 2005 La. App. LEXIS 1040, 2005 WL 896419 (La. Ct. App. 2005).

Opinion

| PATRICIA RIVET MURRAY, Judge.

This is a concursus proceeding brought pursuant to La. C.C.P. art. 4651 against three competing claimants for certain mineral royalties. The trial court granted a motion for partial summary judgment in favor of one of the claimants, BankPlus, against another claimant, James P. Qua-troy. From that decision, Mr. Quatroy appeals. Finding the trial court granted summary judgment prematurely, we reverse and remand.

FACTUAL AND PROCEDURAL BACKGROUND

On April 27, 2000, Bass Partnership and Bass Enterprises Production Co. (“BEP-CO”) commenced this concursus proceeding in Plaquemines Parish. This proceeding was brought against the following three claimants: (i) Mr. Quatroy, (ii) Bank-Plus, and (iii) Sharon Fortmayer. On July 13, 2000, Bass, BEPCO, and Exxon Mobil Corporation (“ExxonMobil”) filed an amended and restated petition. According to the amended petition, Bass Partnership and ExxonMobil are co-owners of a certain oil, gas, and mineral lease covering land partially located in Plaquemines Parish; the lease is recorded in the public records of that parish. BEPCO operates under the lease on behalf of the co-owners, Bass Partnership and | ¡.ExxonMobil; BEPCO pays royalties for Bass Partnership and, in the case of royalties on oil, also for Exxon-Mobil.

Mr. Quatroy is the current (or former) owner of certain mineral royalties attributable to the lands covered by the lease. On August 4, 1996, Mr. Quatroy, by Act of Donation Inter Vivos, purported to transfer and assign to Ms. Fortmayer mineral royalties attributable to the lands covered by the lease. On August 15,1996, that Act of Donation was recorded in the Plaque-mines Parish public records. On June 30, 1999, Mr. Quatroy purported to transfer and assign to BankPlus an interest in the mineral royalties attributable to the lands covered by the lease. As a result, as Plaintiffs assert in their petitions, the mineral royalties Mr. Quatroy purportedly assigned to BankPlus coincide in whole, or in part, with the mineral royalties he purportedly transferred by the earlier donation to Ms. Fortmayer. Plaintiffs further assert that Ms. Fortmayer is claiming ownership of the same mineral royalties being claimed by BankPlus. To resolve these competing and conflicting claims to the mineral royalties, Plaintiffs commenced the instant concursus proceeding. As requested ■ in the concursus petitions, the trial court ordered Plaintiffs to deposit into the registry of the court the royalties attributable to Mr. Quatroy for both the oil and gas production for Bass Partnership’s portion of the lease and the oil production for ExxonMobil’s portion of the lease from June 1,1999 forward.

On August 13, 2001, Mr. Quatroy, represented by counsel, answered the petitions, asserting that the donation to Ms. Fort-mayer is a nullity, denying the allegation [71]*71that he assigned his mineral royalties to BankPlus, admitting that both Ms. Fort-mayer and BankPlus have claimed rights to his mineral royalties, and claiming that the monies deposited in the registry of the court belong to him. On |sthat same date, Mr. Quatroy filed a cross claim against Ms. Fortmayer, alleging that his donation to her should be nullified because, among other reasons, he “was not competent and could not have donated any interest at the time the donation was purportedly signed.”

On October 10, 2001, BankPlus noticed Mr. Quatroy’s deposition, which was set for November 21, 2001. In preparation for that deposition, Ms. Fortmayer’s counsel filed a motion to compel answers to interrogatories and documentary requests against Mr. Quatroy. On November 15, 2001, the trial court signed a consent judgment on Ms. Fortmayer’s motion to compel, ordering Mr. Quatroy to provide, inter alia, all medical reports to Ms. Fortmayer’s counsel by November 19, 2001, which was three days before the scheduled deposition. That deposition, however, was continued. On November 17, 2001, Mr. Qua-troy’s deposition was re-noticed and reset for January 8, 2002. The record contains a copy of Mr. Quatroy’s deposition taken on that date.

The record reflects a lengthy period of inactivity in this case from December 17, 2001, when Mr. Quatroy’s deposition was re-noticed, until November 3, 2003, when his current counsel enrolled as counsel of record. On November 4, 2003, the next day, BankPlus filed a motion for partial summary judgment against Mr. Quatroy. In its motion, BankPlus contended that it was entitled to the monies deposited in the registry of the court as a result of three collateral assignments Mr. Quatroy made in its favor. BankPlus emphasizes that although Mr. Quatroy denied in his answer that he signed an assignment in its favor, he admitted in his ^deposition that he executed the three collateral assignments with the intent to collateralize the loans of his friend, Michael A. Donnelly.1

The trial court set the hearing on Bank-Plus’ motion for December 2, 2003. On November 17, 2003, Mr. Quatroy’s current counsel filed a motion to continue the hearing, asserting that he had only recently enrolled as counsel of record and that he required additional time due to the extensive preparation needed to oppose the summary judgment motion. On November 19, 2003, the trial court denied Mr. Quatroy’s motion to continue. On November 25, 2003, Mr. Quatroy filed an opposition to the summary judgment motion. In support of his opposition, Mr. Quatroy submitted both an affidavit of his lifelong caretaker and friend, Debbie Preveau, and a report irom a psychiatrist, Dr. Donna Mancuso, the head of the Department of Psychiatry at Louisiana State University Medical School.

At the December 2, 2003 hearing, Mr. Quatroy’s counsel again requested a continuance. The trial court denied Mr. Qua-troy’s counsel’s request to continue and granted BankPlus’ motion for partial summary judgment. The trial court found that BankPlus’ motion was supported by Mr. Quatroy’s deposition and by the Bank’s affidavits establishing the debt and the assignments.2 The trial court further [72]*72found that the three collateral assignments in BankPlus’ favor are binding on Mr. Quatroy and secure the debt represented by Mr. Donnelly’s promissory |Knote to BankPlus dated June 23, 1999 in the original principal amount of $224,739.20.

As to Mr. Quatroy’s opposition, the trial court found no factual support for the defenses that he has asserted in his amended answer, which included lack of capacity.3 Focusing on the lack of capacity defense, the trial court found that Mr. Quatroy failed to satisfy his burden under La. C.C.P. art. 966 C(2) because “[t]he doctor’s report submitted by Mr. Quatroy [from Dr. Mancuso] does not cover the time periods involved in the aforementioned assignments and suggests that Mr. Quatroy was competent at other times.” Continuing, the court found that “by its order -of November 15, 2001 Mr. Quatroy was ordered long ago to give all medical reports ■ to counsel, which was not done until just before this hearing in conjunction with Mr. Quatory’s opposition.” The court clarified that the judgment only decided the rights of James Peter Quatroy and BankPlus and did not decide the rights as to any of the other parties to the action. Lastly, the court declared that “[tjhis judgment is designated a Final Partial Judgment pursuant to La.Code of Civ. Pro. art. 1915.”4 This appeal followed.

DISCUSSION

Appellate courts review grants of summary judgment de novo

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Cite This Page — Counsel Stack

Bluebook (online)
899 So. 2d 68, 2005 La. App. LEXIS 1040, 2005 WL 896419, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bass-partnership-v-fortmayer-lactapp-2005.