Ortego v. STATE, DEPT. OF TRANSP. & DEV.

673 So. 2d 1168, 1996 WL 195474
CourtLouisiana Court of Appeal
DecidedApril 24, 1996
Docket95-830
StatusPublished
Cited by5 cases

This text of 673 So. 2d 1168 (Ortego v. STATE, DEPT. OF TRANSP. & DEV.) 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
Ortego v. STATE, DEPT. OF TRANSP. & DEV., 673 So. 2d 1168, 1996 WL 195474 (La. Ct. App. 1996).

Opinion

673 So.2d 1168 (1996)

Marius ORTEGO & Theresa Tate Ortego d/b/a Theresa's Dress Shop, Plaintiffs-Appellees,
v.
The STATE of Louisiana, DEPARTMENT OF TRANSPORTATION & DEVELOPMENT, et al., Defendants-Appellants.

No. 95-830.

Court of Appeal of Louisiana, Third Circuit.

April 24, 1996.

*1169 Gary J. Ortego, Ville Platte, for Marius Ortego et al.

Ronald Joseph Bertrand, Rayne, Bernard Lindes Knobloch, Jr., Baton Rouge, for State of Louisiana DOTD et al.

Before KNOLL, THIBODEAUX, and AMY, JJ.

*1170 KNOLL, Judge.

The State of Louisiana, Department of Transportation & Development (DOTD) appeals a jury verdict condemning it to pay Marius Ortego and his wife, Theresa Tate Ortego, d/b/a Theresa's Dress Shop, $432,830 for damages associated with the DOTD's widening of U.S. Highway 167 through Ville Platte, Louisiana. The jury determined that DOTD was negligent in its design, planning or construction of the highway and that its negligence caused the Ortegos to remove or relocate their business and further caused them an economic loss.

DOTD appeals the jury verdict, contending that: (1) the trial judge erred in denying its peremptory exception of res judicata; (2) the trial judge erred in not allowing the jury to be made aware of an earlier final judgment of expropriation between the parties in a separate suit and the factual circumstances involved in that litigation; and, (3) in the alternative, the jury erred in awarding damages when neither those damages nor DOTD's responsibility for them were proven by adequate and substantial evidence. We affirm.

FACTS

The facts of this case revolve around DOTD's widening of U.S. Highway 167 through Ville Platte and the effect that this highway project had on Theresa's Dress Shop, a business establishment owned by Marius and Theresa Ortego. The project changed the highway from a two-lane to a four-lane thoroughfare.

On May 31, 1989, DOTD filed an expropriation proceeding (Number 49,230 on the docket of the Thirteenth Judicial District Court) naming the Ortegos as defendants. In that suit, DOTD expropriated 1,163 square feet of the Ortegos' property. The proposed expropriation involved square footage at the intersection of U.S. Highway 167 and David Street. For the expropriation of this property, DOTD deposited $4,528.00 into the court registry.

Subsequent to the filing of the expropriation proceeding, the Ortegos objected to DOTD's proposed taking and the amount deposited as compensation for the taking. They engaged the services of an appraiser and an engineer to aid in their opposition to DOTD's proposed action. As a result of their opposition, the Ortegos were able to convince DOTD to reduce the amount of land taken from 1,163 square feet to 511.66 square feet and to increase the amount of its deposit from $4,528 to $42,760, for a total of $47,288, as just compensation for the expropriation. After amending its petition for expropriation and making an additional deposit into the court registry, DOTD and the Ortegos filed a joint petition indicating their agreement. Pursuant to their agreement, the trial court signed a judgment in Suit Number 49,230 on February 10, 1992, that recited the following:

Considering the joint petition filed herein by plaintiff and defendants showing that an agreement and settlement has been reached herein by said parties, in accordance with said joint petition, that the defendants desire to accept the total amount of Forty-Seven Thousand Two Hundred Eighty-Eight and No/100 Dollars ($47,288.00) as a final award of just and adequate compensation for the property and property rights expropriated and in full settlement of all damages, the said amount of Forty-Seven Thousand Two Hundred Eighty-Eight and No/100 Dollars ($47,288.00) being represented by the amount of Four Thousand Five Hundred Twenty-Eight and No/100 Dollars ($4,528.00), heretofore deposited in the registry of the Thirteenth Judicial District Court for the Parish of Evangeline, and the additional amount of Forty-Two Thousand Seven Hundred Sixty and No/100 Dollars ($42,760.00), which said additional amount includes market value of land and improvements taken, as well as any claims for damages or other economic loses, interest, attorney fees, expert fees or depositions or other trial preparation costs, the application for the withdrawal of the amount deposited in the registry of the court, that defendants do not desire to contest this suit, it appearing that the plaintiff has accepted notice of the intention of defendants to withdraw the amount deposited in the registry of the court, the law and evidence being in favor thereof:
*1171 IT IS ORDERED, ADJUDGED AND DECREED that there be judgment in favor of the plaintiff, the State of Louisiana, Department of Transportation & Development, and in favor of defendants, Marius Ortego and Theresa Tate Ortego, confirming the amount of Forty-Seven Thousand Two Hundred Eighty-Eight and No/100 Dollars ($47,288.00), as a final award to defendants of just and adequate compensation for the property and property rights heretofore expropriated in these proceedings and in full settlement of all damages, subject to the specific terms and conditions contained in the joint petition of plaintiff and defendants.

On the basis of this judgment, the Ortegos withdrew the $47,288.00 that DOTD had deposited in the court registry.

On August 14, 1994, the Ortegos filed a new petition for damages against DOTD.[1] In their petition for damages, the Ortegos distinguished their prior settlement of DOTD's expropriation suit in Number 49,230 of the Thirteenth Judicial District Court from their present action. They alleged that DOTD did not expropriate more property; instead, alleging that DOTD damaged them by using its prior existing right of way to the fullest extent possible. They point out, inter alia, that the widening of Highway 167 to a point less than five feet from Theresa's Dress Shop constituted a taking of their property without just compensation, that DOTD's project will cause them to relocate their business because of threats to the structural integrity of the building and lessened parking space, and that their business has suffered an economic loss.

DOTD interposed a peremptory exception of res judicata to the Ortegos' lawsuit. The trial court denied DOTD's peremptory exception.

At the beginning of trial, the Ortegos filed a motion in limine in which they asked the trial judge to prohibit DOTD from presenting evidence to the jury that referred in any way to the settlement of the prior expropriation suit. The basis for the Ortegos' motion in limine was that DOTD failed to specifically assert the affirmative defense of transaction and compromise. The trial judge granted the Ortegos' motion in limine.

The Ortegos presented evidence to the jury regarding cost to cure and consequential damages. After hearing lay and expert testimony, the jury found in favor of the Ortegos and awarded them $240,192 for the cost of removal and/or relocation of Theresa's Dress Shop and $192,638 for economic losses that the highway project caused. This appeal followed.

DENIAL OF PEREMPTORY EXCEPTION OF RES JUDICATA

DOTD first contends that the trial judge erred in denying the peremptory exception of res judicata it filed prior to trial.

The exception of res judicata is a peremptory exception which must be specially pleaded. La.Code Civ.P. art. 927. Evidence may be introduced on the trial of the peremptory exception of res judicata. La. Code Civ.P. art. 931.

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Cite This Page — Counsel Stack

Bluebook (online)
673 So. 2d 1168, 1996 WL 195474, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ortego-v-state-dept-of-transp-dev-lactapp-1996.