Genusa v. Dominique

708 So. 2d 784, 1998 WL 79053
CourtLouisiana Court of Appeal
DecidedFebruary 20, 1998
Docket97 CA 0047
StatusPublished
Cited by18 cases

This text of 708 So. 2d 784 (Genusa v. Dominique) 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
Genusa v. Dominique, 708 So. 2d 784, 1998 WL 79053 (La. Ct. App. 1998).

Opinion

708 So.2d 784 (1998)

Frank A. GENUSA
v.
Renita Bynum DOMINIQUE, Evita Germaine Bynum and Robert L. Bynum, Jr.

No. 97 CA 0047.

Court of Appeal of Louisiana, First Circuit.

February 20, 1998.

*785 David L. Dawson, Jr., Baton Rouge, for Plaintiff/Appellee Frank A. Genusa.

*786 A.M. "Tony" Clayton, Port Allen, Jamie Elizabeth Fontenot, Plaquemine, for Defendants/Appellants Renita Bynum Dominique, Evita Germaine Bynum and Robert L. Bynum, Jr.

Before CARTER and FITZSIMMONS, JJ., and CHIASSON,[1] J. Pro Tem.

CARTER, Judge.

This is an appeal from a trial court judgment, granting a motion for summary judgment.

BACKGROUND

On January 14, 1982, appellee, Frank A. Genusa ("Genusa") sold a tract of immovable property ("the property"), located in East Baton Rouge Parish, to Robert L. Bynum ("decedent") by sale with mortgage for the sum of $18,500.00. In connection with the sale, decedent executed a promissory note, which was secured by a mortgage on the property. Decedent made some payments on the note, although many of the payments were late.

Decedent died intestate on November 4, 1984, survived by three children, Renita Bynum Dominique, Evita Germaine Bynum and Robert L. Bynum, Jr. ("appellants"). At the time of decedent's death, there was an unpaid balance on the promissory note to Genusa.

In April 1985, appellants filed a Petition for Possession in the Succession of Robert L. Bynum in the Nineteenth Judicial District Court. In this petition, appellants alleged that the decedent's estate was "entirely free of debt" and that they accepted the succession of decedent "unconditionally." Attached to the petition was a detailed descriptive list which listed the property as the only asset of the succession. The property was valued at $30,000.00 on the detailed descriptive list; however, there was no reference on the list to the mortgage held by Genusa. A Louisiana inheritance tax return was also attached to the petition, although it was not signed by appellants. The inheritance tax return valued the property at $30,000.00, but also referenced a mortgage on the property valued at $18,286.77. On April 19, 1985, a Judgment of Possession was signed by the trial court, placing each of the appellants in possession of a one-third interest in the property.

On May 7, 1985, appellants executed a cash sale of the property to Frances Forrester Bynum, decedent's ex-wife and appellants' mother, for the sum of $18,000.00. The act of sale made no reference to the mortgage on the property and there was no assumption of the mortgage note by Mrs. Bynum. However, the record reveals that Mrs. Bynum made payments to Genusa on the property for nearly eight years before defaulting on the note.

FACTS

On April 6, 1994, almost a year after the date of the last mortgage payment on the property, Genusa filed suit naming appellants and their mother as defendants, seeking the balance due on the promissory note with legal interest and attorney's fees. After appellants filed an answer to the petition, Genusa filed a motion for summary judgment on March 14, 1995, seeking judgment against appellant, Renita Bynum Dominique. Genusa filed a second motion for summary judgment on August 6, 1996, in which he sought judgment against all three appellants. In both motions, Genusa asserted that because appellants had accepted the succession of decedent unconditionally, they became personally liable for the full amount of the debts of decedent's estate, including the debt sued on in the petition. Genusa attached to the motions for summary judgment his affidavit showing the balance due on the note, in addition to a schedule reflecting payments made on the note and the outstanding balance of the principal and interest amounts. Appellants filed a memorandum in opposition to the motions for summary judgment; however, they did not file any countervailing affidavits or documents to contest the facts as set forth by Genusa in his motions and *787 supporting memorandums, or his affidavit and schedule of payments.

After a hearing, the trial judge rendered judgment in favor of Genusa and against appellants for the sum of $18,425.26 with 12% interest on the principal sum from April 19, 1993, until paid, plus the sum of $7,308.35, which represented accrued interest to April 19, 1993, and $2,875.00 in attorney's fees. The judgment was signed on September 18, 1996.

In their appeal from the judgment, appellants raise the following two assignments of error:

1. The trial court committed manifest error when it granted plaintiff's motion for summary judgment because mover was not entitled to judgment as a matter of law under La. C.C. Art. 1013, 1423 and La. C.C.P. Art. 3136.
2. The trial court committed manifest error when it granted plaintiff's motion for summary judgment because there exist [sic] a genuine issue of material fact as to the amount of judgment when the heirs executed a e 4descriptive list in lieu of an inventory, thereby limiting the liability to the extent of the value of their inheritance.

SUMMARY JUDGMENT

A motion for summary judgment is a procedural device used to avoid a full-scale trial when there is no genuine factual dispute. Sanders v. Ashland Oil, Inc., 96-1751, p. 5 (La.App. 1st Cir. 6/20/97), 696 So.2d 1031, 1034, writ denied, 97-1911 (La.10/31/97), 703 So.2d 29. The motion should be granted only if the pleadings, depositions, answers to interrogatories, and admissions on file, together with affidavits, show that there is no genuine issue as to material fact and that the mover is entitled to judgment as a matter of law. LSA-C.C.P. art. 966; Potter v. First Federal Savings and Loan Association of Scotlandville, 615 So.2d 318, 325 (La.1993); Sanders v. Ashland Oil, Inc., 696 So.2d at 1034. Summary judgment is warranted only when reasonable minds must inevitably conclude that the mover is entitled to judgment as a matter of law. Bilbo v. Shelter Insurance Company, 96-1476, pp. 3-4 (La.App. 1st Cir. 7/30/97), 698 So.2d 691, 693. The court should not seek to determine whether it is likely that the party moving for summary judgment will prevail on the merits, but rather, whether there is an issue of material fact. Bilbo v. Shelter Insurance Company, 698 So.2d at 693. A fact is material if its existence is essential to the plaintiff's cause of action under the applicable theory of recovery and without which the plaintiff could not prevail. Material facts are those that potentially insure or preclude recovery, affect the litigant's ultimate success, or determine the outcome of the legal dispute. Penalber v. Blount, 550 So.2d 577, 583 (La.1989); Sanders v. Ashland Oil, Inc., 696 So.2d at 1035.

At the time this suit was filed, Louisiana law discouraged summary judgments. However, by La. Acts 1996, First Extraordinary Session, No. 9, the legislature amended LSA-C.C.P. art. 966, stating in paragraph A(2) that:

The summary judgment procedure is designed to secure the just, speedy, and inexpensive determination of every action, except those disallowed by Article 969. The procedure is favored and shall be construed to accomplish these ends.

See Sanders v. Ashland Oil, Inc., 696 So.2d at 1035. Because the amended version is a procedural change, it is applied retroactively. LSA-C.C. art. 6; Bilbo v. Shelter Insurance Company, 698 So.2d at 693.

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Bluebook (online)
708 So. 2d 784, 1998 WL 79053, Counsel Stack Legal Research, https://law.counselstack.com/opinion/genusa-v-dominique-lactapp-1998.