Fidelity Mortgage Investors v. Louisiana Purchase Corp.

297 So. 2d 772, 1974 La. App. LEXIS 3574
CourtLouisiana Court of Appeal
DecidedJuly 3, 1974
DocketNo. 6166
StatusPublished
Cited by3 cases

This text of 297 So. 2d 772 (Fidelity Mortgage Investors v. Louisiana Purchase Corp.) 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
Fidelity Mortgage Investors v. Louisiana Purchase Corp., 297 So. 2d 772, 1974 La. App. LEXIS 3574 (La. Ct. App. 1974).

Opinion

MORIAL, Judge.

Fidelity Mortgage Corporation (FMI), a Massachusetts Real Estate Investment Trust, instituted foreclosure proceedings against Louisiana Purchase Corporation [774]*774(LPC), a Louisiana corporation, on January 24, 1973. Notice of foreclosure was served on Overland Investments, Ltd. (OIL), a North Carolina limited partnership, Overland-Louisiana (OL), a Louisiana partnership, L. S. Hiern and Doris Dodd Hiern, as guarantors of the primary obligations of LPC. On April 16, 1973, LPC petitioned for a writ of injunction and sought a temporary restraining order which was refused. After a trial on the merits, the petition for injunction was dismissed. On the date of the foreclosure sale, April 23, 1973, LPC applied for a new trial and again petitioned for a temporary restraining order. The district court issued the temporary restraining order and granted a new trial. On April 25, 1973, the Succession of Perry H. Corbett, a subordinate mortgagee intervened. The basis of the intervention is that LPC by virtue of a notarial declaration of June 9, 1971 has a vested right to the release of lots in parcel III, or parcel IX or both, which would result in intervenor’s mortgage being superi- or in rank to plaintiff’s mortgage. After the new trial, judgment was rendered modifying the temporary restraining order previously entered and in the form of a preliminary injunction releasing to LPC from the mortgage and foreclosure sale three hundred seventy (370) lots of parcel III to be selected by LPC.

FMI has appealed. We affirm.

The pertinent uncontroverted facts are as follows: On April 15, 1971, LPC, with several original guarantors including L. S. Hiern and Doris Dodd Hiern, entered into a loan agreement1 with FMI pursuant [775]*775to which LPC contemporaneously executed a series of documents; namely, (1) mortgage, (2) promissory note, and (3) pledge agreement.2 The paraphed promissory note in the amount of $1,732,500 was secured by the mortgage on nine parcels of property referred to in the loan agreement and provided for repayment “ * * * together with interest thereon from date at the rate of fifteen (15%) per cent per an-num payable monthly as follows: The interest shall be due on the first day of each month for the preceding month (or the portion thereof following the date of this Note) and payable on or before the fifteenth (15th) of each month and at matu[776]*776rity. Interest payments that are due on the first will be in default if not credited to the Trust Bank Account by the fifteenth (15th) of each month and this Note shall bear interest at the rate of eighteen (18%) per cent per annum from the first of the month until credit is received by the Trust Bank. The principal amount hereof shall be paid on or before thirty-six (36) months from the date hereof. * * * ”

In lieu of a letter of credit requirement of the loan agreement, the parties agreed to the pledge to FMI of a certificate of deposit owned by LPC in the amount of $825,-000. This certificate of deposit was purchased from proceeds of the loan.

The release clause of the loan agreement was not within the act of mortgage. Accordingly, to place the release provisions in recordable form, on June 9, 1971, FMI executed a document, styled, “Notarial Declaration” in favor of LPC, which after referring to the act of mortgage, provided in part:

“ * * * WHEREAS, the appearer has heretofore agreed and does now declare in favor of Louisiana Purchase Corporation, maker of the aforesaid note and mortgage, that so long as Louisiana Purchase Corporation is not in default under the aforesaid note and mortgage, appearer, Fidelity Mortgage Investors, agrees that any time and from time to time to release any one or more of the parcels of incumbered property, upon receipt from Louisiana Purchase Corporation, for application and reduction of the principal amount of the mortgage, of the applicable amount with respect to the parcel or parcels to be released, * * *(emphasis supplied)

This instrument included the same schedule of payment for release of property as the loan agreement.

Sometime prior to January 31, 1972, LPC had failed to make the required interest payments. After discussions between FMI and LPC, on January 31, 1972, a triparty agreement, was executed involving FMI, LPC, and OL, a general partner of LPC, who had acquired the property subject to the FMI mortgage via an act of sale and assumption. This agreement provided that the assumed obligations of OL and the obligations of LPC were joint, several and in solido. In addition to releasing certain original guarantors and substituting therefor OIL, the agreement declared:

“ * * * The Pledge by LOUISIANA PURCHASE CORPORATION in favor of FIDELITY is hereby cancelled. Simultaneously with the execution of this agreement the certificate of deposit in the amount of $825,000.00, which is the object of the Pledge is being redeemed and OVERLAND LOUISIANA, as owner of the certificate of deposit by virtue of the terms of the partnership agreement by which it was created, hereby delivers to FIDELITY the sum of $825,000.00, receipt of which is acknowledged. Of that sum, it is agreed that $675,000.00 will be applied to the reduction of principal on the Note thereby reducing the principal amount of the Note and loan to $1,057,500.00. The balance of $150,000.00 will be placed by FIDELITY in a non-interest bearing escrow account to be applied first by FIDELITY to any interest on the Note that is now due and payable. Thereafter, FIDELITY will draw from said interest escrow account any amount or amounts that may hereafter be due to FIDELITY as interest on the Note. * * * ”

Monies placed in the escrow account continued the interest payments on the note current until FMI notified LPC in writing on August 17, 1972, that the loan was in default for failure to pay the monthly interest installments due on June 1, July 1, and August 1, 1972, and in view of the defaults, plaintiff caused executory process to issue and this litigation arose.

Was the acceptance by FMI of $675,000.00 from the redemption of the pledged certificate of deposit on January [777]*77731, 1972, a payment “for application and reduction of the principal amount of the mortgage,” which at that time, vested in LPC and/or OL the right to a release of lots of parcel III from the mortgage absent a request of LPC and/or OL or any guarantor for a release prior to the commencement of foreclosure proceedings?

Plaintiff argues (1) it is inconceivable that a mortgagee should be required to release two items of security, i. e., certificate of deposit and real estate while LPC was in default on January 31, 1972; and (2) where no time period is stipulated within which a mortgagor is to demand a release the commencement of foreclosure bars mortgagor’s right to assert such a claim in the foreclosure proceedings when no prior demand has been made.

Defendant and intervenor contend that the defendant was not in default under LSA-R.C.C. Art. 1911 when FMI accepted $675,000 in reduction of the principal and became vested of right to a release from which it could not be divested by subsequent default or institution of executory process.

For LPC to be entitled to the benefits of the release clause a payment for application to reduction of principal had to be made while LPC was not in default.

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Bluebook (online)
297 So. 2d 772, 1974 La. App. LEXIS 3574, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fidelity-mortgage-investors-v-louisiana-purchase-corp-lactapp-1974.