STATE OF LOUISIANA COURT OF APPEAL, THIRD CIRCUIT
09-693
EDDIE BOURQUE, JR., ET UX.
VERSUS
ANCO INSULATIONS, INC., ET AL.
**********
APPEAL FROM THE FOURTEENTH JUDICIAL DISTRICT COURT PARISH OF CALCASIEU, NO. 2008-1525 HONORABLE G. MICHAEL CANADAY, DISTRICT JUDGE
MARC T. AMY JUDGE
Court composed of Jimmie C. Peters, Marc T. Amy and Michael G. Sullivan, Judges.
AFFIRMED.
Eric Shuman McGlinchey Stafford 601 Poydras Street, 12th Floor New Orleans, LA 70130 (504) 586-1200 COUNSEL FOR DEFENDANT/APPELLEE: Honeywell International, Inc.
John J. Hainkel, III Frilot, LLC 1100 Poydras Street, Suite 3600 New Orleans, LA 70163-3600 (504) 599-8000 COUNSEL FOR DEFENDANT/APPELLEE: National Automotive Parts Association
Mickey P. Landry Frank Joseph Swarr 1010 Common Street, Suite 2050 New Orleans, LA 70112 (504) 299-1214 COUNSEL FOR PLAINTIFFS/APPELLANTS: Eddie Bourque, Jr. Cassie Bourque Jessica M. Dean 3232 McKinney Avenue, Suite 610 Dallas, TX 75204 (214) 276-7680 COUNSEL FOR PLAINTIFFS/APPELLANTS: Eddie Bourque, Jr. Cassie Bourque
Douglas Richard Elliott Deutsch, Kerrigan & Stiles 755 Magazine Street New Orleans, LA 70130 (504) 581-5141 COUNSEL FOR DEFENDANT/APPELLEE: Anco Insulations, Inc.
Ernest George Foundas Kuchler, Polk, Schell, et al. 1615 Poydras Street, Suite 1300 New Orleans, LA 70112 (504) 592-0691 COUNSEL FOR DEFENDANT/APPELLEE: Union Carbide Corporation
Patrick D. Roquemore Kean, Miller, et al. Post Office Box 3513 Baton Rouge, LA 70821 (225) 387-0999 COUNSEL FOR DEFENDANT/APPELLEE: Metropolitan Life Insurance Company
Patrick Edelen Costello Mouledoux, Bland, Legrand 701 Poydras Street, Suite 4250 New Orleans, LA 70139 (504) 595-3000 COUNSEL FOR DEFENDANT/APPELLEE: Lake Charles Stevedores
April Ann McQuillar Simon, Peragine, et al. 1000 Poydras Street, 30th Floor New Orleans, LA 70163 (504) 569-2030 COUNSEL FOR DEFENDANT /APPELLEE: Bondex International M. Todd Barnett Spears & Gary, LLC One Lakeshore Drive, Suite 900 Lake Charles, LA 70629 (337) 513-4333 COUNSEL FOR DEFENDANT/APPELLEE: Citgo Petroleum Corporation
Jonique Hall Kuchler, Polk, Schell, et al. 1615 Poydras Street, Suite 1300 New Orleans, LA 70112 (504) 592-0691 COUNSEL FOR DEFENDANTS/APPELLEES: General Motors Ford Motor Company AMY, Judge.
Former employee and wife brought personal injury action against former
employer, alleging occupational exposure to asbestos. Former employer filed a
motion for summary judgment, alleging that any remedy the plaintiffs may have is
exclusively through the Longshore and Harbor Workers’ Compensation Act, which
preempts state remedies. The trial court granted the defendant’s motion for summary
judgment. The plaintiffs appeal. We affirm.
Factual and Procedural History
The plaintiffs filed suit against various defendants, including Lake Charles
Stevedores, Inc. (LCS), the appellee in the present matter, alleging that occupational
exposure to asbestos caused his malignant mesothelioma. This alleged exposure
occurred during the plaintiff’s, Eddie Bourque, Jr.’s, employment period with LCS
in the 1950s through the 1970s.
LCS filed a Motion for Summary Judgment asserting that because the
plaintiff’s only exposure to asbestos while employed with LCS occurred on a vessel
situated over water, the plaintiff’s exclusive remedy is under the Longshore and
Harbor Workers’ Compensation Act (LHWCA), 33 U.S.C. §§ 901-944. The trial
court granted LCS’s summary judgment, finding that the plaintiffs’ state claims
against LCS were barred by the LHWCA.
The plaintiffs appeal, questioning whether the LHWCA preempts state
remedies for a Louisiana longshoreman and also questioning whether a
longshoreman’s remedies differ depending on whether his injuries occur on the wharf
or on a docked vessel. Discussion
Summary Judgment
A motion for summary judgment will be granted “if the pleadings, depositions,
answers to interrogatories, and admissions on file, together with affidavits, if any,
show that there is no genuine issue as to material fact, and that mover is entitled to
judgment as a matter of law.” La.Code Civ.P. art. 966(B). Louisiana Code of Civil
Procedure Article 966(C)(2) explains the burden of proof, providing:
The burden of proof remains with the movant. However, if the movant will not bear the burden of proof at trial on the matter that is before the court on the motion for summary judgment, the movant’s burden on the motion does not require him to negate all essential elements of the adverse party’s claim, action, or defense, but rather to point out to the court that there is an absence of factual support for one or more elements essential to the adverse party’s claim, action, or defense. Thereafter, if the adverse party fails to produce factual support sufficient to establish that he will be able to satisfy his evidentiary burden of proof at trial, there is no genuine issue of material fact.
The granting of a motion for summary judgment is reviewed de novo. Austin v.
Abney Mills, Inc., 01-1598 (La. 9/4/02), 824 So.2d 1137.
LHWCA
In 1927, the United States Congress enacted the Longshore and Harbor
Workers’ Compensation Act out of a “congressional desire for a statute which
would provide federal compensation for all injuries to employees on navigable
waters[.]” Calbeck v. Travelers Ins. Co., 370 U.S. 114,120, 82 S.Ct. 1196, 1200
(1962). The LHWCA provides:
Except as otherwise provided in this section, compensation shall be payable under this chapter in respect of disability or death of an employee, but only if the disability or death results from an injury occurring upon the navigable waters of the United States (including any adjoining pier, wharf, dry dock, terminal, building way, marine railway, or other adjoining area customarily used by an employer in loading, unloading, repairing, dismantling, or building a vessel).
2 33 U.S.C. § 903(a). The LHWCA’s exclusivity provision is provided in 33 U.S.C.
§ 905(a) as follows:
The liability of an employer prescribed in section 904 of this title shall be exclusive and in place of all other liability of such employer to the employee, his legal representative, husband or wife, parents, dependents, next of kin, and anyone otherwise entitled to recover damages from such employer at law or in admiralty on account of such injury or death[.]
The plaintiffs assert that summary judgment was improper in this case because
of “the long line of cases in Louisiana that reject LCS’ proposed rule of exclusivity
based upon the vagaries of exactly where a land-based worker is injured on the job,”
citing Logan v. Louisiana Dock Co., Inc., 541 So.2d 182 (La.1989); Beverly v. Action
Marine Serv., Inc., 433 So.2d 139 (La.1983); Poche v. Avondale Shipyards Inc., 339
So.2d 1212 (La.1976); and, Richard v. Lake Charles Stevedores, Inc., 95 So.2d 830
(La.App. 1 Cir. 1957), cert. denied, 355 U.S. 952, 78 S.Ct. 535 (1958). The plaintiffs
believe that this case fits into a special context of “twilight cases,” or cases with
concurrent state and federal jurisdiction. The United States Fifth Circuit Court of
Appeals explained “twilight cases” as:
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STATE OF LOUISIANA COURT OF APPEAL, THIRD CIRCUIT
09-693
EDDIE BOURQUE, JR., ET UX.
VERSUS
ANCO INSULATIONS, INC., ET AL.
**********
APPEAL FROM THE FOURTEENTH JUDICIAL DISTRICT COURT PARISH OF CALCASIEU, NO. 2008-1525 HONORABLE G. MICHAEL CANADAY, DISTRICT JUDGE
MARC T. AMY JUDGE
Court composed of Jimmie C. Peters, Marc T. Amy and Michael G. Sullivan, Judges.
AFFIRMED.
Eric Shuman McGlinchey Stafford 601 Poydras Street, 12th Floor New Orleans, LA 70130 (504) 586-1200 COUNSEL FOR DEFENDANT/APPELLEE: Honeywell International, Inc.
John J. Hainkel, III Frilot, LLC 1100 Poydras Street, Suite 3600 New Orleans, LA 70163-3600 (504) 599-8000 COUNSEL FOR DEFENDANT/APPELLEE: National Automotive Parts Association
Mickey P. Landry Frank Joseph Swarr 1010 Common Street, Suite 2050 New Orleans, LA 70112 (504) 299-1214 COUNSEL FOR PLAINTIFFS/APPELLANTS: Eddie Bourque, Jr. Cassie Bourque Jessica M. Dean 3232 McKinney Avenue, Suite 610 Dallas, TX 75204 (214) 276-7680 COUNSEL FOR PLAINTIFFS/APPELLANTS: Eddie Bourque, Jr. Cassie Bourque
Douglas Richard Elliott Deutsch, Kerrigan & Stiles 755 Magazine Street New Orleans, LA 70130 (504) 581-5141 COUNSEL FOR DEFENDANT/APPELLEE: Anco Insulations, Inc.
Ernest George Foundas Kuchler, Polk, Schell, et al. 1615 Poydras Street, Suite 1300 New Orleans, LA 70112 (504) 592-0691 COUNSEL FOR DEFENDANT/APPELLEE: Union Carbide Corporation
Patrick D. Roquemore Kean, Miller, et al. Post Office Box 3513 Baton Rouge, LA 70821 (225) 387-0999 COUNSEL FOR DEFENDANT/APPELLEE: Metropolitan Life Insurance Company
Patrick Edelen Costello Mouledoux, Bland, Legrand 701 Poydras Street, Suite 4250 New Orleans, LA 70139 (504) 595-3000 COUNSEL FOR DEFENDANT/APPELLEE: Lake Charles Stevedores
April Ann McQuillar Simon, Peragine, et al. 1000 Poydras Street, 30th Floor New Orleans, LA 70163 (504) 569-2030 COUNSEL FOR DEFENDANT /APPELLEE: Bondex International M. Todd Barnett Spears & Gary, LLC One Lakeshore Drive, Suite 900 Lake Charles, LA 70629 (337) 513-4333 COUNSEL FOR DEFENDANT/APPELLEE: Citgo Petroleum Corporation
Jonique Hall Kuchler, Polk, Schell, et al. 1615 Poydras Street, Suite 1300 New Orleans, LA 70112 (504) 592-0691 COUNSEL FOR DEFENDANTS/APPELLEES: General Motors Ford Motor Company AMY, Judge.
Former employee and wife brought personal injury action against former
employer, alleging occupational exposure to asbestos. Former employer filed a
motion for summary judgment, alleging that any remedy the plaintiffs may have is
exclusively through the Longshore and Harbor Workers’ Compensation Act, which
preempts state remedies. The trial court granted the defendant’s motion for summary
judgment. The plaintiffs appeal. We affirm.
Factual and Procedural History
The plaintiffs filed suit against various defendants, including Lake Charles
Stevedores, Inc. (LCS), the appellee in the present matter, alleging that occupational
exposure to asbestos caused his malignant mesothelioma. This alleged exposure
occurred during the plaintiff’s, Eddie Bourque, Jr.’s, employment period with LCS
in the 1950s through the 1970s.
LCS filed a Motion for Summary Judgment asserting that because the
plaintiff’s only exposure to asbestos while employed with LCS occurred on a vessel
situated over water, the plaintiff’s exclusive remedy is under the Longshore and
Harbor Workers’ Compensation Act (LHWCA), 33 U.S.C. §§ 901-944. The trial
court granted LCS’s summary judgment, finding that the plaintiffs’ state claims
against LCS were barred by the LHWCA.
The plaintiffs appeal, questioning whether the LHWCA preempts state
remedies for a Louisiana longshoreman and also questioning whether a
longshoreman’s remedies differ depending on whether his injuries occur on the wharf
or on a docked vessel. Discussion
Summary Judgment
A motion for summary judgment will be granted “if the pleadings, depositions,
answers to interrogatories, and admissions on file, together with affidavits, if any,
show that there is no genuine issue as to material fact, and that mover is entitled to
judgment as a matter of law.” La.Code Civ.P. art. 966(B). Louisiana Code of Civil
Procedure Article 966(C)(2) explains the burden of proof, providing:
The burden of proof remains with the movant. However, if the movant will not bear the burden of proof at trial on the matter that is before the court on the motion for summary judgment, the movant’s burden on the motion does not require him to negate all essential elements of the adverse party’s claim, action, or defense, but rather to point out to the court that there is an absence of factual support for one or more elements essential to the adverse party’s claim, action, or defense. Thereafter, if the adverse party fails to produce factual support sufficient to establish that he will be able to satisfy his evidentiary burden of proof at trial, there is no genuine issue of material fact.
The granting of a motion for summary judgment is reviewed de novo. Austin v.
Abney Mills, Inc., 01-1598 (La. 9/4/02), 824 So.2d 1137.
LHWCA
In 1927, the United States Congress enacted the Longshore and Harbor
Workers’ Compensation Act out of a “congressional desire for a statute which
would provide federal compensation for all injuries to employees on navigable
waters[.]” Calbeck v. Travelers Ins. Co., 370 U.S. 114,120, 82 S.Ct. 1196, 1200
(1962). The LHWCA provides:
Except as otherwise provided in this section, compensation shall be payable under this chapter in respect of disability or death of an employee, but only if the disability or death results from an injury occurring upon the navigable waters of the United States (including any adjoining pier, wharf, dry dock, terminal, building way, marine railway, or other adjoining area customarily used by an employer in loading, unloading, repairing, dismantling, or building a vessel).
2 33 U.S.C. § 903(a). The LHWCA’s exclusivity provision is provided in 33 U.S.C.
§ 905(a) as follows:
The liability of an employer prescribed in section 904 of this title shall be exclusive and in place of all other liability of such employer to the employee, his legal representative, husband or wife, parents, dependents, next of kin, and anyone otherwise entitled to recover damages from such employer at law or in admiralty on account of such injury or death[.]
The plaintiffs assert that summary judgment was improper in this case because
of “the long line of cases in Louisiana that reject LCS’ proposed rule of exclusivity
based upon the vagaries of exactly where a land-based worker is injured on the job,”
citing Logan v. Louisiana Dock Co., Inc., 541 So.2d 182 (La.1989); Beverly v. Action
Marine Serv., Inc., 433 So.2d 139 (La.1983); Poche v. Avondale Shipyards Inc., 339
So.2d 1212 (La.1976); and, Richard v. Lake Charles Stevedores, Inc., 95 So.2d 830
(La.App. 1 Cir. 1957), cert. denied, 355 U.S. 952, 78 S.Ct. 535 (1958). The plaintiffs
believe that this case fits into a special context of “twilight cases,” or cases with
concurrent state and federal jurisdiction. The United States Fifth Circuit Court of
Appeals explained “twilight cases” as:
[t]hat kind of a case in which ‘* * * employees * * * occupy that shadowy area within which, at some undefined and undefinable point, state laws can validly provide compensation’ or to which ‘* * * the line separating the scope of the two (State and [F]ederal Compensation Acts) being undefined and undefinable with exact precision, marginal employment may, by reason of the particular facts, fall on either side’ which led the Court in Davis v. Department of Labor of Washington, 317 U.S. 249, 253, 63 S.Ct. 225, 255, 87 L.Ed. 246, 248, 250, 1942 AMC 1653, to add to or detract from the post-Jensen gloss by its now celebrated figure of the twilight zone:
‘There is, in the light of the cases referred to, clearly a twilight zone in which the employees must have their rights determined case by case, and in which particular facts and circumstances are vital elements. That zone includes persons such as the decedent who are, as a matter of actual administration, in fact protected under the state
3 compensation act.’ 317 U.S. at page 256, 63 S.Ct. at page 229, 87 L.Ed. at page 250.
Flowers v. Travelers Ins. Co., 258 F.2d 220, 222 (5th Cir. 1958), cert. denied, 359
U.S. 920, 79 S.Ct. 591 (footnote omitted). However, the defendant argues that the
plaintiffs’ reference to these “twilight cases” is an attempt to “muddy” the
jurisdictional waters. Specifically, the defendant argues that because Mr. Bourque’s
alleged exposure occurred while he was undisputably on board a vessel situated over
water, the LHWCA was automatically triggered as his exclusive remedy.
In the instant case, we are presented with the same issue brought to the
Louisiana Supreme Court in Ellis v. Travelers Ins. Co., 129 So.2d 729 (La.1961).
The supreme court stated:
Jurisdiction is the sole issue presented for our determination. Must longshoremen, injured aboard ocean-going vessels, afloat on navigable waters and engaged in interstate commerce, while working in the course of maritime employment, seek redress under the Longshoremen’s and Harbor Workers’ Compensation Act (33 U.S.C.A. s 901 et seq.) or under the Louisiana Workmen’s Compensation Act (LSA-R.S. 23:1021 et seq.)? Did the injuries suffered by plaintiffs occur in the so-called ‘Twilight Zone,’, thereby entitling them to select the jurisdiction of their choice?
Id. at 730. The Ellis court held that the LHWCA was the exclusive remedy for two
injured longshoremen who were performing maritime work aboard an ocean-going
vessel afloat on navigable waters. The Ellis court rejected analyzing its case under
the jurisprudential history of “twilight cases” noting, “[w]e have no doubt as to where
such injuries occur and see no reason for placing the harmful events in the ‘Twilight
Zone.’” Id. at 739.
In his oral reasons for ruling, the trial court, in this case, stated:
While I do agree that I believe that there are some factual situations in which concurrent jurisdiction would apply, I also believe that the Plaintiff in this one, specifically based on the questions that
4 were asked, delineated the areas of exposure, and that the Plaintiff was unable to shift the burden to show that a genuine material issue of fact remained to continue, and with regard to the state remedy, I will grant the Motion for Summary Judgment with regard to this issue, noting that the exclusive remedy in this will be under Title 33 under the Longshoreman and Harbor Workers’ Compensation Act with regard to that claim.
The record reflects that in a deposition the plaintiff was asked about his employment
with the defendant as follows:
Q. Okay. Let me start off with this general question about Lake Charles Stevedores. You testified earlier about some alleged exposure concerning some pipe covering the vessel, is that right, when you were with Lake Charles Stevedores?
A. In the hole [sic] or on the deck?
Q. Okay so that’s - - was that - - it was both in the hold and on the deck?
A. Yes.
Q. Were you ever exposed when a vessel was in dry dock or over land?
A. No.
The record does not suggest that the plaintiff offered testimony disputing that
the relevant work he did for the defendant was over navigable waters. In line with
the Ellis court’s reasoning and because there appears no doubt as to where the alleged
injury occurred, the plaintiffs recovery is exclusively found in the LHWCA. Ellis,
129 So.2d 729. The LHWCA specifically applies to Mr. Bourque’s work as a
longshoreman in reference to compensable injuries occurring on “the navigable
waters of the United States (including any adjoining pier, wharf, dry dock, terminal,
building way, marine railway, or other adjoining area customarily used by an
employer in loading, unloading, repairing, dismantling, or building a vessel).” 33
5 U.S.C. § 903(a). The record does not support a finding that the present case
maintains concurrent jurisdiction between state and federal remedies; thus,
application of state law appears to be precluded in this injury which occurred in a
purely maritime setting. See Davis v. Dep’t. of Labor, 317 U.S. 249, 63 S.Ct. 225
(1942). Similarly, and again because the present case occurred in a purely maritime
setting, we reject the plaintiffs’ assertion that this court should find in their favor in
light of the fourth circuit’s decision in Dibenedetto v. Noble Drilling Co., 09-73
(La.App. 4 Cir. 10/21/09), __ So.3d __. That case involved a plaintiff’s asbestos
exposure which occurred along the New Orleans Riverfront. The fourth circuit relied
on the Supreme Court case of Sun Ship, Inc., v. Pennsylvania, 447 U.S. 715, 100 S.Ct.
2432 (1980), which found that a state may apply its workers’ compensation scheme
to land-based injuries that share concurrent jurisdiction with the LHWCA. As
explained above, the present case is not one involving a factual situation where
concurrent jurisdiction is applicable.
Accordingly, we find that the trial court correctly entered summary judgment
in favor of the defendant.
DECREE
For the foregoing reasons, the judgment of the trial court granting the
defendant’s Motion for Summary Judgment is affirmed. All costs of these
proceedings are assessed to the plaintiffs and appellants, Eddie Bourque, Jr. and
Cassie Bourque.