Lozier v. SEC. TRANSFER AND INV. CORP.

694 So. 2d 497, 1997 WL 200356
CourtLouisiana Court of Appeal
DecidedApril 30, 1997
Docket96-CA-2690
StatusPublished
Cited by12 cases

This text of 694 So. 2d 497 (Lozier v. SEC. TRANSFER AND INV. 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
Lozier v. SEC. TRANSFER AND INV. CORP., 694 So. 2d 497, 1997 WL 200356 (La. Ct. App. 1997).

Opinion

694 So.2d 497 (1997)

Terry LOZIER
v.
SECURITY TRANSFER AND INVESTMENT CORP., et al.

No. 96-CA-2690.

Court of Appeal of Louisiana, Fourth Circuit.

April 30, 1997.

*498 Thomas J. Miller, Waller & Associates, Mandeville, for defendant/appellant.

Steven N. Elliott, Howard B. Kaplan, Mark W. Verret, Bernard, Cassisa & Elliott, Metairie, for defendant/appellee.

Before LOBRANO and PLOTKIN and WALTZER, JJ.

PLOTKIN, Judge.

Defendants, Security Transfer & Investment Corp. d/b/a Security Van Lines; John Doe(s), employee(s) of Security; and ABC Insurance Co. (hereinafter referred to collectively as "Security"), appeal a trial court judgment granting a motion for summary judgment in favor of third-party defendant, General Motors Corp. (hereinafter referred to as "GMC"), finding that GMC was entitled to contractual indemnity from Security and dismissing GMC from the suit. For the reasons which follow, we reverse and remand for further proceedings.

Facts

Plaintiff Terry Lozier was allegedly injured on January 14, 1993, when some boxes fell on him while he was walking on stilts, performing his job as a drywall finisher at Delgado Community College (hereinafter referred to as "Delgado"). The boxes had alleged been stacked in the location where Lozier was working by Security employees, working under a contract with GMC. At the time, the GM Training Facility was in the process of moving from the New Orleans Regional Vo-Tech to Delgado. GMC had allegedly contracted with Security to supervise the move to the new location. Security had packed the boxes December 14 through 16, 1992, then moved the boxes December 28 through 30, 1992.

*499 Lozier originally filed suit against Security, then added several other defendants by means of first and second supplemental and amending petitions. Two of the defendants added by supplemental and amending petition, Johnson Moving & Storage a/k/a Security Van Lines and Aetna Casualty & Surety Co. (hereinafter referred to collectively as "Johnson"), then filed a third-party demand seeking indemnity and contribution from GMC. Thereafter, the plaintiff filed a third supplemental and amending petition, naming GMC as a direct defendant.

GMC then filed a motion for summary judgment, claiming that its written contract with Security required Security to hold harmless and indemnify GMC for any liability arising out of the move. That motion was opposed by Security. The trial court granted the motion for summary judgment, dismissing GMC from the suit. Security appeals.

Standard for deciding motions for summary judgment

The standard for reviewing a motion for summary judgment was recently stated by this court in Daniel v. Blaine Kern Artists, Inc., 96-1348 (La.App. 4th Cir. 9/11/96) 681 So.2d 19, writ denied, 96-2463 (La.12/6/96), 684 So.2d 934, as follows:

Appellate courts review summary judgments de novo. An appellate court thus asks the same questions as does the trial court in determining whether summary judgment is appropriate: whether there is any genuine issue of material fact, and whether the mover is entitled to judgment as a matter of law. In determining whether an issue is "genuine," courts cannot consider the merits, make credibility determinations, evaluate testimony or weigh evidence.
Procedurally, the court's first task on a motion for summary judgment is determining whether the moving party's supporting documents—pleadings, deposition, answers to interrogatories, admissions and affidavits—are sufficient to resolve all material factual issues. LSA-C.C.P. art. 966(B).

681 So.2d at 20, quoted in Oakley v. Thebault, 96-0937 (La.App. 4th Cir. 11/18/96), 684 So.2d 488, 489-90 (citations omitted).

If the court finds that a genuine issue of material fact exists, summary judgment must be rejected. Walker v. Kroop, 96-0618 (La. App. 4th Cir. 7/24/96), 678 So.2d 580, 584; Oakley, 684 So.2d at 490. Thus, the burden does not shift to the party opposing the summary judgment until the moving party first presents a prima facie case that no genuine issues of material fact exist. Walker, 678 So.2d at 584; Oakley, 684 So.2d at 490. At that point, the party opposing the motion must "make a showing sufficient to establish existence of proof of an element essential to his claim, action, or defense and on which he will bear the burden of proof at trial." La. C.C.P. art. 966(C).

This court has previously gone on record to say that the 1996 amendments to La. C.C.P. art. 966(C) do not change the existing law concerning genuine issues of material fact and burdens of proof applied to a summary judgment proceeding. See Daniel, 681 So.2d at 20-21; Walker, 678 So.2d at 583-84; Short v. Giffin, 96-0361, (La.App. 4th Cir. 8/21/96), 682 So.2d 249, writ denied, 96-3063 (La.3/17/97), 689 So.2d 1372. However, the amendment did make a change in the law to the extent that it now proclaims that summary judgments are "favored" and thus the rules should be liberally applied, which requires courts to change their attitudes when reviewing motions for summary judgment from the attitudes required under the pre-amendment jurisprudence which proclaimed just the opposite—that summary judgment were not favored and thus should be strictly construed. Oakley, 684 So.2d at 490. The language of the amendment tracks the language of Federal Rule of Civil Procedure 56, and is designed to allow courts to decide whether enough evidence exists to go to trial, thus giving judges an opportunity to weed out meritless litigation. Id.

Moreover, once a party seeking a summary judgment properly supports the motion and carries his burden of proof, the new law requires the non-moving party who opposes the motion for summary judgment to submit evidence showing the existence of specific facts establishing a genuine issue of *500 material fact, effectively shifting the burden of proof to the non-moving party as does the federal rule. Id. This creates a problem because La. C.C.P. art. 966(G) declares that "notwithstanding any other provision of this Article to the contrary, the burden of proof shall remain with the mover." Id. The effect of the amendment, however, is that the non-moving party is not allowed to rely on the allegations of its pleadings in opposition to a properly-supported motion for summary judgment. Id.

Sufficiency of evidence to prove indemnity agreement

In support of its motion for summary judgment, GMC attached the following documents: (1) the affidavit of GMC employee Danny Galatas; (2) "Exhibit A," consisting of a December 2, 1992 GMC Purchase Order signed by someone whose last name was Roberts for a $7,124 payment to Security for moving service; and (3) "Exhibit B," consisting of a December 3, 1992 GMC Purchase Order signed by Sharon L. Boyd for a $12,255.75 payment to Security for moving service, a page labelled "Purchase Order Terms and Conditions," and another two-page document signed by Danny Galatas, identified only in a highlighted statement reading as follows: "READ THIS CONTRACT! YOUR RIGHTS AS A CUSTOMER (SHIPPER) CONCERNING CHARGES AND CLAIMS WILL BE DETERMINED BY THESE PROVISIONS." The last document is apparently the contract between Security and GMC, presumably prepared by Security.

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Cite This Page — Counsel Stack

Bluebook (online)
694 So. 2d 497, 1997 WL 200356, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lozier-v-sec-transfer-and-inv-corp-lactapp-1997.