Jackson v. St. Paul Ins. Co.

897 So. 2d 684, 2004 WL 2914074
CourtLouisiana Court of Appeal
DecidedDecember 17, 2004
Docket2004 CA 0026
StatusPublished
Cited by16 cases

This text of 897 So. 2d 684 (Jackson v. St. Paul Ins. Co.) 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
Jackson v. St. Paul Ins. Co., 897 So. 2d 684, 2004 WL 2914074 (La. Ct. App. 2004).

Opinion

897 So.2d 684 (2004)

Ronald JACKSON and Laura Jackson
v.
ST. PAUL INSURANCE COMPANY and BARRIERE CONSTRUCTION CO., L.L.C., et al.

No. 2004 CA 0026.

Court of Appeal of Louisiana, First Circuit.

December 17, 2004.
Writ Denied March 24, 2005.

Kent B. Payne, Baton Rouge, Counsel for Plaintiffs/Appellants Ronald Jackson and Laura Jackson.

*685 Raymond S. Maher, Jr., New Orleans, Counsel for Defendant/Appellee Gulf Liquids New River Project, L.L.C.

Robert Burns, Jr., Gonzales, Counsel for Defendants St. Paul Insurance Co. and Barriere Construction Co., L.L.C.

Brian Reboul, Metairie, Counsel for Intervenors Tradesmen International, Inc. and Lumbermen's Underwriting Alliance.

Harmony Enterprises, Inc., Monroe, Pro Se Defendant.

Before: WHIPPLE, FITZSIMMONS, and DOWNING, JJ.

FITZSIMMONS, J.

Gulf Liquids New River Project, L.L.C. (Gulf Liquids) processes chemicals for transportation and sale. On October 29, 1999, Gulsby Engineering, Inc. and Gulf Liquids entered into a written contract for construction of Gulf Liquids' new fractionation plant in Geismar, Louisiana. In the contract, the parties agreed that for all employees on the project, including the various layers of subcontracted direct, borrowed, special or statutory employees covered by the Louisiana Workers' Compensation Act, the construction was an integral and essential part of Gulf Liquids' ability to generate its products and services pursuant to La. R.S. 23:1061A(1). The contract also specified that Gulf Liquids was a statutory employer for the purposes of La. R.S. 23:1061A(3).

On January 30, 2001, Mr. Ronald Jackson was injured while working at the construction site. Mr. Jackson's direct employer, Tradesmen International, Inc., provided temporary labor as one of the many subcontractors on the project. Mr. Jackson and his wife, Laura, (collectively referred to as "Mr. Jackson"), filed a suit for damages against various entities, including Gulf Liquids. In response, defendant, Gulf Liquids, filed a motion for summary judgment asserting tort immunity as a statutory employer. The trial court found that Gulf Liquids was a principal and statutory employer entitled to the exclusive remedy protection of La. R.S. 23:1032. By a judgment signed on March 5, 2003, the court dismissed the Jacksons' claims against Gulf Liquids.

Mr. Jackson appealed. Specifically, Mr. Jackson argues that the construction of the new facility was not a part of Gulf Liquids' business or occupation; and thus, Gulf Liquids is not a principal entitled to statutory immunity from the tort suit. After a thorough review, we affirm.

A principal's immunity from tort suit was recognized by the supreme court in Thibodaux v. Sun Oil Co., 218 La. 453, 49 So.2d 852 (1950). The court found that the activities of "`fishing out'" well tools, drilling, and re-working the principal's wells, activities performed by employees of another company, were closely related and "integral" parts of the principal's trade or business of exploring and producing oil. Thibodaux, 49 So.2d at 854. Therefore, the oil company principal was immune from a tort suit. However, in its analysis of the definition of related activities, the supreme court quoted the following language from Horrell v. Gulf & Valley Cotton Oil Co., Inc., 15 La.App. 603, 131 So. 709, 712 (Orl.1930): "It is no part of the trade, business, or occupation of [a] manufacturing concern to erect its factory building. Its business is to operate it after its erection." See also H. Alston Johnson III, Workers' Compensation § 364, at 163-64 & nn.8-11, in 14 Louisiana Civil Law Treatise (4th ed.2002) (review of jurisprudentially created dichotomy between new construction versus maintenance and repair).

The jurisprudential concept of tort immunity for a principal was first codified in *686 1976 through an amendment to La. R.S. 23:1032, which provided:

The rights and remedies herein granted to an employee or his dependent ... shall be exclusive of all other rights and remedies of such employee against his employer, or any principal or any ... employee of such employer or principal.... For purposes of this Section, the word "principal" shall be defined as any person who undertakes to execute any work which is a part of his trade, business or occupation in which he was engaged at the time of the injury, or which he had contracted to perform and contracts with any person for the execution thereof. (emphasis added).[1]

Although the 1976 version of Louisiana R.S. 23:1061 mirrored the section 1032 language defining a principal, neither clearly defined "trade, business or occupation." In pertinent part, section 1061 read as follows:

Where any person (in this Section referred to as principal) undertakes to execute any work, which is a part of his trade, business, or occupation or which he had contracted to perform, and contracts with any person (in this Section referred to as contractor) for the execution by or under the contractor of the whole or any part of the work undertaken by the principal, the principal shall be liable to pay to any employee employed in the execution of the work or to his dependent, any compensation under this Chapter which he would have been liable to pay if the employee had been immediately employed by him; and where compensation is claimed from, or proceedings are taken against, the principal, then, in the application of this Chapter reference to the principal shall be substituted for reference to the employer, except that the amount of compensation shall be calculated with reference to the earnings of the employee under the employer by whom he is immediately employed. (Emphasis added.)

In its initial interpretations of the statutes, the Louisiana Supreme Court "determined that a contractor was performing a part of the principal's trade, business or occupation, and thus falling under the statute, when the contract work was an integral and/or essential part (or other synonyms) of the trade, business or occupation of the principal." Berry v. Holston Well Service, Inc., 488 So.2d 934, 937 (La.1986). However, over time, the supreme court concluded that the statutory definition was being applied too liberally, which led to "inconsistent and often illogical results since almost everything could be said to be integrally related to the principal's trade, business or occupation." Berry, 488 So.2d at 937. For those reasons, the supreme court in Berry announced that it had "shifted its interpretive analysis regarding the statutory employer defense from one which favored a liberal application of the doctrine to one which [was] more restrictive. In so doing, [it] abandoned the `integral relation' test...." Berry, 488 So.2d at 937. In place of the integral relation test, the Berry court

enunciated the following three-tier analysis for determining whether contract work is part of an alleged principal's trade, business or occupation:
1. Is the contract work specialized? Specialized work is, as a matter of law, not a part of the principal's trade, business, or occupation, and the principal is not the statutory employer of the specialized contractor's employees.
*687 2. Where the contract work is non-specialized, the court must compare the contract work with the principal's trade, business or occupation. At this second step, the court should make the following inquiries:

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Justin Fabre v. M.A. Patout & Son Limited
Louisiana Court of Appeal, 2026
Frantom v. United States
W.D. Louisiana, 2021
Smith v. Moreau
222 So. 3d 761 (Louisiana Court of Appeal, 2017)
Maldonado-Mejia v. Eversound Kitchen & Bath, LLC
194 So. 3d 1136 (Louisiana Court of Appeal, 2016)
Brian Simmons v. Honeywell International, Inc.
558 F. App'x 478 (Fifth Circuit, 2014)
Blakely v. Citgo Petroleum Corp.
737 F. Supp. 2d 599 (W.D. Louisiana, 2010)
Prejean v. Maintenance Enterprises, Inc.
8 So. 3d 766 (Louisiana Court of Appeal, 2009)
Fleming v. JE Merit Constructors, Inc.
985 So. 2d 141 (Louisiana Court of Appeal, 2008)
Lopez v. US Sprint Communications Co.
973 So. 2d 819 (Louisiana Court of Appeal, 2007)
Terrance v. Dow Chemical Co.
971 So. 2d 1058 (Louisiana Court of Appeal, 2007)
Ramos v. Tulane University of Louisiana
951 So. 2d 1267 (Louisiana Court of Appeal, 2007)
Everett v. Rubicon, Inc.
938 So. 2d 1032 (Louisiana Court of Appeal, 2006)

Cite This Page — Counsel Stack

Bluebook (online)
897 So. 2d 684, 2004 WL 2914074, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jackson-v-st-paul-ins-co-lactapp-2004.