Klebanoff v. Haberle

978 So. 2d 598, 2008 WL 725106
CourtLouisiana Court of Appeal
DecidedMarch 19, 2008
Docket43,102-CA
StatusPublished
Cited by25 cases

This text of 978 So. 2d 598 (Klebanoff v. Haberle) 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
Klebanoff v. Haberle, 978 So. 2d 598, 2008 WL 725106 (La. Ct. App. 2008).

Opinion

978 So.2d 598 (2008)

Martha Melinda Jones KLEBANOFF and Carla Louise Jones, Plaintiffs-Appellees,
v.
Fred Jackson HABERLE, Aber Oil and Gas Co., Christopher Trust, through Charles Williams, Trustee, and Thomas C. Broome, Defendants-Appellants.

No. 43,102-CA.

Court of Appeal of Louisiana, Second Circuit.

March 19, 2008.

*599 Blanchard, Walker, O'Quin Roberts by Paul M. Adkins, Scott R. Wolf, W. Timothy Allen, Shreveport, for Appellants.

L. Havard Scott, III, for Appellees.

Before WILLIAMS, DREW and MOORE, JJ.

MOORE, J.

The defendants, Christopher Phillips, the Christopher Trust and Fred Jackson Haberle, appeal a judgment finding that they agreed, through an exchange of emails with the plaintiffs' attorney, to compromise a lawsuit in which the plaintiffs, Martha Melinda Jones Klebanoff and Carla Louise Jones, sought a declaration that they owned an undivided interest in a mineral lease. The judgment ordered the defendants to execute the compromise whereby they transferred their interest in the lease to the plaintiffs for $56,136.10 and a waiver of any future claims. We affirm.

Factual Background

The plaintiffs are two daughters of Carl Jones, who as a lessee executed a mineral lease in 1975 referred to as "the Yarber Lease." Carl Jones's other daughter, Caroline J. Broome, is the plaintiffs' half-sister and mother of one of the defendants, Christopher Phillips. According to the plaintiffs, Carl Jones died in 1999, but his most significant and valuable asset, the Yarber Lease, was not included in his succession. The plaintiffs also asserted that their father's will left each daughter an equal share of his estate, with an overriding royalty to Phillips's grandmother, Carolyn H. Jones, but all revenues from the Yarber Lease were being paid to Thomas Broome (Caroline Broome's husband and Phillips's stepfather), Aber Oil & *600 Gas (Phillips's company), Fred Jackson Haberle (Phillips's business partner), and the Christopher Trust (set up by Phillips).

The plaintiffs retained counsel, L. Havard Scott, who sent demand letters to these people and entities, demanding that they return the Yarber Lease to Carl Jones's succession and to Mrs. Jones. The Broomes immediately complied, but the other parties refused.

In November 2005, the plaintiffs filed the instant suit seeking a declaratory judgment recognizing them as undivided owners of the Yarber Lease, with an accounting and payment of royalties. Phillips was not named a defendant in the original petition.

What then ensued was an exchange of emails between the plaintiffs' lawyer, Havard Scott, and Christopher Phillips, some 32 of them from January 27 to April 13, 2006. These were admitted at trial as Exhibits J-10 through J-42. According to the plaintiffs, on February 8, they reached an agreement with Phillips whereby the defendants would assign their entire interest in the Yarber Lease to the plaintiffs for $56,136.10, to be paid within two weeks, and a release from any further claims. The plaintiffs drafted an assignment and tendered it with the money on February 24, but the defendants refused to accept.

The plaintiffs filed the instant amended petition in April 2006, adding Phillips as a defendant and demanding enforcement of the compromise reached on February 8. Ultimately, they dismissed Aber Oil & Gas and dropped all claims except to enforce the compromise.

The matter proceeded to a bench trial in January 2007. The parties stipulated that Phillips had the authority to act on behalf of the other two defendants, the Christopher Trust and Fred Haberle, and that the Louisiana Uniform Electronic Transactions Act, specifically La. R.S. 9:2607, applied to the case.[1] Phillips testified that there was no meeting of the minds between himself and the plaintiffs' attorney, only a "starting point to deal." He also testified that his main concern was to get a full and complete release, but he did not feel the document forwarded to him gave him this. He expected his own attorney to draft a "global release," but for various reasons this never happened.

Action of the District Court

The court ruled orally that the parties reached a compromise on February 8, 2006 (Exhibit J-18), in that they reached a meeting of minds as to what was being conveyed and how much it would cost. Further, Phillips asked his own lawyer to draft a settlement, but he failed to do so, and then Phillips was "spooked" by some terminology in the one sent by the plaintiffs. As in a sale, however, a dispute over the wording of the contract would not make it unenforceable. Finally, under R.S. 9:2607, the emails satisfied the writing requirement for a compromise, La. C.C. art. 3072.

The court rendered judgment finding an enforceable compromise, placing the plaintiffs in possession of the defendants' interest in the Yarber Lease, and ordering the *601 plaintiffs to deliver a release and $56,136.10 to the defendants. The court denied the defendants' motion for new trial, and this appeal followed.

Discussion: Standard of Review

As a preliminary matter, the defendants urge that the proper standard of review is de novo, not manifest error, because of legal error that interdicted the fact-finding process. Evans v. Lungrin, 97-0541 (La.2/6/98), 708 So.2d 731. Specifically, they contend that the elements of a compromise were not present, thus tainting the court's findings as a matter of law. Slaughter v. Arco Chemical Co., XXXX-XXXX (La.App. 4 Cir. 4/26/06), 931 So.2d 387.

The plaintiffs respond that the usual standard of review, manifest error, applies to cases involving disputes over the existence of a compromise agreement. Sceroler v. Rancher, 1999-2859 (La.App. 1 Cir. 2/15/02), 808 So.2d 803, writ denied, XXXX-XXXX (La.5/24/02), 816 So.2d 849. We agree.

The trial court's interpretation of an alleged compromise agreement is subject to manifest error/clearly wrong review. Kelly v. Owens, 29,613 (La.App. 2 Cir. 8/20/97), 698 So.2d 757, writ denied, 97-2311 (La.12/12/97), 704 So.2d 1193; Doyal v. Pickett, 25,247 (La.App. 2 Cir. 12/1/93), 628 So.2d 184; Sceroler v. Rancher, supra. This is because the existence or validity of a compromise depends on a finding of the parties' intent, an inherently factual finding. Kelly v. Owens, supra. For the reasons discussed below, we find no legal error of any kind that would interdict the district court's fact-finding process. This argument lacks merit.

Existence of Compromise

By their first assignment of error, the defendants urge the court erred in finding they entered a compromise. Under C.C. art. 3072, a compromise must be in writing, and the writing must be "unambiguous, perfect and complete in itself." Parich v. State Farm, 919 F.2d 906 (5 Cir.1990). The emails addressed all aspects of the agreement, but the plaintiffs' counsel repeatedly referred to their "deal" as though it were finalized. In the crucial emails of February 8, Scott felt there was a deal, but within an hour Phillips retorted, "What deal do we have?" Then, in a February 15 email, Scott admitted exploring "alternative resolutions of this situation," and on February 16 cited "the problem we have with consideration of the so called `original deal'"; from these, the defendants contend that even Scott doubted they had really reached a compromise. They submit that back-and-forth correspondence between the parties does not necessarily form a compromise. Sceroler v. Rancher, supra; Anthony v.

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Bluebook (online)
978 So. 2d 598, 2008 WL 725106, Counsel Stack Legal Research, https://law.counselstack.com/opinion/klebanoff-v-haberle-lactapp-2008.