Mooers v. Sosa

798 So. 2d 200, 2001 WL 1119166
CourtLouisiana Court of Appeal
DecidedSeptember 25, 2001
Docket01-CA-286
StatusPublished
Cited by12 cases

This text of 798 So. 2d 200 (Mooers v. Sosa) 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
Mooers v. Sosa, 798 So. 2d 200, 2001 WL 1119166 (La. Ct. App. 2001).

Opinion

798 So.2d 200 (2001)

Sylvia MOOERS and Dean L. Mooers
v.
Lina SOSA.

No. 01-CA-286.

Court of Appeal of Louisiana, Fifth Circuit.

September 25, 2001.

*202 David J. Maraldo and Jack E. Morris, Metairie, LA, Counsel for Lina Sosa, Defendant-Appellant.

Laura A. Tuggle and Charles M. Delbaum, New Orleans, LA, Counsel for Sylvia and Dean Mooers, Plaintiffs-Appellees.

Panel composed of Judges EDWARD A. DUFRESNE, JR., SOL GOTHARD and WALTER J. ROTHSCHILD.

*203 WALTER J. ROTHSCHILD, Judge.

FACTS AND PROCEDURAL HISTORY

On July 12, 1991, the parties entered into an agreement, styled as an "affidavit," that provided for the sale of property located at 931 Hickory Avenue in Harahan, Louisiana for the sum of $45,000.00. The agreement provided that Mr. and Mrs. Mooers would pay an initial down payment of $7,500.00 to Ms. Lina Sosa on or about July 17, 1991 and a second down payment of $7,500.00 on or before January 15, 1992. Upon payment of the second $7,500.00, the monthly payments would be reduced from $373.10 to $322.39, based on the reduced principal balance of $30,000.00 to be financed at an interest rate of 10% for a period of 15 years. The agreement further provided that "Ms. Lina Sosa shall retain the title to the subject property until the full $15,000.00 as down payment is received by the seller, after at which time the title of said property will be transferred to the purchasers Sylvia and Dean Mooers...."

The Mooers paid Ms. Sosa the initial down payment of $7,500.00, but they did not pay the second $7,500.00 in January 1992. Mr. Mooers testified that he could not make the second $7,500.00 payment at that time due to lack of funds. In July of 1992, the parties entered into a verbal agreement to modify the terms of the initial agreement, whereby the Mooers would pay $2,500.00 to Ms. Sosa immediately and then they would pay the remaining $5,000.00 at a later date. Mr. Hernandez, who is Ms. Sosa's son-in-law and agent/representative, testified that the $5,000.00 was due within 30 days, but Mr. Mooers did not recall the agreement requiring payment of the $5,000.00 within 30 days. Mr. and Mrs. Mooers did not tender the $5,000.00 payment to Ms. Sosa. Rather, they continued to make monthly payments of $380.00 or greater to Ms. Sosa, and she accepted them for the next seven years.

In July of 1999, the Mooers' applied to Ameriquest Mortgage Company for financing to pay off the balance due on the property. An appraisal of the property was performed in connection with the mortgage application and it appraised for $109,000.00. Michael Bienvenu, another son-in-law of Ms. Sosa, worked at Ameriquest Mortgage Company. Mr. Bienvenu spoke with Mr. Hernandez in July of 1999 to determine if he would accept approximately $20,000.00 as a closeout figure or payoff for the Mooers' loan application. Mr. Hernandez wrote a letter to Ameriquest dated July 21, 1999, in which he asserted that the Mooers were in breach of their agreement because they did not pay the remaining $5,000.00 down payment and that, considering the $10,000.00 paid as down payments and the monthly payments previously tendered, Ms. Sosa was willing to sell the property to them for an additional $59,000.00.

On October 6, 1999, Mr. and Mrs. Mooers filed a "Petition for Specific Performance and Damages" seeking to enforce the terms of the original agreement or "affidavit," which provided for a selling price of $45,000.00. They later amended their petition to seek a declaratory judgment that the agreement between the parties was a bond for deed. Ms. Sosa answered the petition and filed a reconventional demand alleging that the agreement between the parties was a rental agreement and seeking possession of the property and damages. She filed an amended reconventional demand alleging fraud and seeking damages, and she filed an application for expenses and attorney's fees pursuant to LSA-C.C.P. art. 1472 for alleged discovery violations.

*204 Trial of this matter was held on September 21, 2000 and September 26, 2000. On November 30, 2000, the trial court rendered judgment in favor of the plaintiffs, Mr. and Mrs. Mooers, declaring the agreement between the parties to be a bond for deed and granting their request for specific performance. The trial court dismissed the reconventional demand and the claim for damages and attorney's fees filed by Ms. Sosa. It is from this judgment that Ms. Sosa appeals.

LAW AND ARGUMENT

In her first assignment of error, Ms. Sosa contends that the trial court erred in dismissing her exception of no cause of action. She contends that the Mooers' petition does not state a cause of action for specific performance, because an agreement to sell immovable property must be in writing. She argues that the petition indicates that there was a modification of the terms of the original agreement, but the petition does not assert that the modification was in writing. The Mooers contend that the petition states a cause of action because the original agreement was in writing and any subsequent modification of this agreement does not negate a cause of action for specific performance of the original agreement to sell the property for $45,000.00.

The purpose of a peremptory exception of no cause of action is to test the legal sufficiency of the petition by determining whether or not the plaintiff is afforded a legal remedy based upon the facts alleged in the petition. Lybrand v. Newman, Drolla, Mathis, Brady & Wakefield, 95-9 (La.App. 5 Cir. 10/31/95), 663 So.2d 850, 852; Dufour v. Westlawn Cemeteries, Inc., 94-81 (La.App. 5 Cir. 6/28/94), 639 So.2d 843, 846. Whether the plaintiff can prove the allegations set forth in the petition is not determinative of the exception of no cause of action. Id. If the allegations in the petition state a cause of action as to any part of the demand, the exception of no cause of action must be overruled. Franks v. Duvall, 576 So.2d 1194, 1195 (La.App. 5 Cir.1991).

LSA-C.C. art.1986 provides, in pertinent part:

Upon an obligor's failure to perform an obligation to deliver a thing, or not to do an act, or to execute an instrument, the court shall grant specific performance plus damages for delay if the obligee so demands. If specific performance is impracticable, the court may allow damages to the obligee.

In their petition, the plaintiffs asserted that there was a valid contract between the parties binding Ms. Sosa to convey the property in question to the Mooers. A copy of this written agreement was annexed to the petition. The plaintiffs further pled that Ms. Sosa had refused to convey the property to the Mooers in accordance with the terms of the agreement. Therefore, Considering and accepting the facts pled in the petition as true, we find that the plaintiffs have clearly stated a cause of action for specific performance of the agreement, in accordance with LSA-C.C. art. 1986. Accordingly, the defendant's first assignment of error is without merit.

The defendant's second and third assignments of error are related and should be addressed simultaneously. In her second assignment of error, Ms. Sosa asserts that the trial court erred in granting the Mooers' request for specific performance. In her third assignment of error, Ms. Sosa contends that the trial court erred in declaring the affidavit to be a "bond for deed."

The defendant contends that the trial court abused its discretion in allowing the plaintiffs to amend their petition "in *205

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Cite This Page — Counsel Stack

Bluebook (online)
798 So. 2d 200, 2001 WL 1119166, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mooers-v-sosa-lactapp-2001.