Ladner Investments Inc. v. Michael Conway Inc.

CourtCourt of Appeals of Mississippi
DecidedJuly 21, 2020
DocketNO. 2019-CA-01111-COA
StatusPublished

This text of Ladner Investments Inc. v. Michael Conway Inc. (Ladner Investments Inc. v. Michael Conway Inc.) is published on Counsel Stack Legal Research, covering Court of Appeals of Mississippi primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ladner Investments Inc. v. Michael Conway Inc., (Mich. Ct. App. 2020).

Opinion

IN THE COURT OF APPEALS OF THE STATE OF MISSISSIPPI

NO. 2019-CA-01111-COA

LADNER INVESTMENTS INC. APPELLANT

v.

MICHAEL CONWAY INC. APPELLEE

DATE OF JUDGMENT: 06/07/2019 TRIAL JUDGE: HON. PRENTISS GREENE HARRELL COURT FROM WHICH APPEALED: LAMAR COUNTY CIRCUIT COURT ATTORNEYS FOR APPELLANT: DAVID R. WADE JEFFREY GRAY BAKER HOUSTON ATTORNEY FOR APPELLEE: MICHAEL BRADY MITCHELL NATURE OF THE CASE: CIVIL - INSURANCE DISPOSITION: AFFIRMED - 07/21/2020 MOTION FOR REHEARING FILED: MANDATE ISSUED:

BEFORE CARLTON, P.J., WESTBROOKS AND LAWRENCE, JJ.

CARLTON, P.J., FOR THE COURT:

¶1. Ladner Investments Inc. (Ladner) and its sister company are in the transportation and

logging business. In 2010, Michael Conway Inc. (MCI) sold Ladner an inland marine

insurance policy from Shelter Mutual Insurance Company (Shelter Insurance) to cover

equipment used in Ladner’s business. Ladner sued MCI (among other defendants) in tort for

damages after the fire loss of an uninsured Caterpillar skidder. Ladner alleged that MCI

negligently represented that it would obtain insurance on the skidder and negligently failed

to process or procure that coverage. The circuit court granted summary judgment in MCI’s favor and dismissed Ladner’s lawsuit.1 The circuit court found that Ladner’s claims were

barred by Mississippi’s “duty-to-read” doctrine. In particular, the circuit court found that

Ladner was imputed with the knowledge of its insurance coverage, including knowledge of

the contents of the policy declarations statements that did not list the subject skidder and that

were furnished to Ladner after it purchased the skidder and before the fire loss. Ladner

appeals. Finding no error, we affirm.

STATEMENT OF FACTS AND PROCEDURAL HISTORY

¶2. The record reflects that MCI is an insurance agency for Shelter Insurance and is

owned and operated by Michael Conway. Ladner and its sister company AG Harvest Inc.

(AG Harvest) are in the transportation and logging business and are owned and operated by

Micah Ladner and his wife, Shauna Ladner. Micah Ladner conducts the logging and

transportation operations of the businesses, and Shauna Ladner manages the businesses and

conducts the insurance business. In 2010, MCI sold an inland marine insurance policy from

Shelter Insurance to Ladner to cover equipment used in Ladner’s business.

¶3. Ladner routinely and frequently purchased and sold equipment in the ordinary course

of its business. Likewise, Ladner would often would add and remove equipment to and from

coverage under its insurance policy. The process of adding equipment to coverage under the

1 The other defendants named in Ladner’s lawsuit, Caterpillar Financial Services Corporation, Shelter Mutual Insurance Company, and Michael Conway, individually, were dismissed by agreement prior to the entry of summary judgment in MCI’s favor on all claims against it.

2 policy was initiated by Ladner, or the equipment seller, or the financing company involved

in the transaction. MCI would be contacted by a person from one of these entities via

telephone, email, text message, or fax with instructions to add a specific piece of equipment

on Ladner’s insurance policy.

¶4. The record further reflects that if MCI received a request to add a piece of equipment

to Ladner’s insurance policy from a party other than Ladner, such as the equipment seller,

or the financing company, MCI would contact Ladner to gather information needed to

procure insurance on the new piece of equipment before submitting the insurance change to

Shelter Insurance. For each piece of equipment added or deleted from coverage, Shelter

Insurance would issue a new declarations statement and would mail the new declarations

statement to Ladner. MCI would send the proof of insurance to the insured, the sales

representative, and/or the financing company.

¶5. On July 17, 2015, Ladner took possession of a Caterpillar skidder from Puckett

Machinery, and on July 30, 2015, Micah Ladner, as president of Ladner, signed an

installment-sales contract for the skidder. The skidder’s $203,300.00 purchase price was

financed by Caterpillar Financial Services Corporation (Caterpillar Financial). Puckett

Machinery forwarded that sales contract, which included an “insurance selection form,” to

Caterpillar Financial for financing. Lynn Freshour, a Rule 30(b)(6) representative for

Caterpillar Financial,2 testified in her deposition that someone from Caterpillar Financial

2 M.R.C.P. 30(b)(6).

3 faxed the insurance selection form for the new skidder to MCI on July 31, 2015, in order to

ensure that Caterpillar Financial was listed as loss payee on the new skidder.

¶6. The record contains the fax confirmation receipt, showing that the insurance selection

form was sent to “601-261-3197” on “7-31-15.” In his deposition, Conway confirmed that

the number shown on the fax confirmation receipt was MCI’s fax number since 2007.

Conway also testified that fax requests received by MCI would sometimes be kept, and

would sometimes be thrown away. When asked whether he had any reason to dispute

whether the fax was successfully sent to MCI’s fax number, Conway responded, “At the

present moment, no, I do not.” After further questioning, Conway testified that he had “no

reason to believe that this [insurance selection] form has been doctored, but I can’t say

whether Cat faxed it to us or not. All I can say is we never received it.”3

¶7. The skidder was not added to the Shelter policy.

¶8. The record contains no evidence that there was any communication between Ladner

and MCI relating to insuring the skidder. Micah Ladner testified that he never spoke with

Michael Conway about insuring the subject skidder. Shauna Ladner, the office manager for

Ladner who handled its insurance matters, testified that she could not recall whether she had

contacted Michael Conway or MCI about this skidder. She further stated, “I’m not sure if

someone contacted Michael Conway on this particular piece of equipment because, like I

3 MCI’s appellee’s brief provides that it “is disputed that MCI received this fax, but for purposes of summary judgment, and now appeal, MCI agrees that the Caterpillar Financial document states that a fax was sent.”

4 said, sometimes the finance companies would handle that. Sometimes the equipment

salesman would handle that.” Micah and Shauna Ladner, and Freshour (the Caterpillar

Financial Rule 30(b)(6) representative), confirmed in their depositions that MCI did not tell

anyone involved in the transaction that the skidder would be added to Ladner’s insurance

policy, and MCI did not provide proof of insurance on the skidder or any written

confirmation that MCI would add the skidder to Ladner’s policy. The Ladners and Freshour

also confirmed that no one had contacted MCI prior to the skidder burning to check whether

MCI had received the insurance selection form sent via fax from Caterpillar Financial or to

ask about evidence of insurance for the new skidder.4

¶9. On October 12, 2015, about three months after Ladner took possession of the skidder,

Shelter Insurance issued a new declarations statement and mailed it to Ladner. The three-

page declarations statement contained an itemized list of twenty pieces of equipment insured

under Ladner’s Shelter Insurance policy. Four skidders were listed. The subject skidder was

not listed. A little over two weeks later, Shelter Insurance issued another two-page

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