Pellegrin v. Ditto

625 So. 2d 1356, 1993 WL 429277
CourtLouisiana Court of Appeal
DecidedOctober 15, 1993
Docket92 CA 1845
StatusPublished
Cited by5 cases

This text of 625 So. 2d 1356 (Pellegrin v. Ditto) 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
Pellegrin v. Ditto, 625 So. 2d 1356, 1993 WL 429277 (La. Ct. App. 1993).

Opinion

625 So.2d 1356 (1993)

Johnny L. PELLEGRIN and Doris Pellegrin
v.
William H. DITTO, Tanya B. Ditto, John A. Brady, Jr., Clara Callais Brady, Pat Brady, Kate Cheramie Brady, Henry J. Lafont in His Capacity as Trustee, and Travelers Insurance Company.

No. 92 CA 1845.

Court of Appeal of Louisiana, First Circuit.

October 15, 1993.

*1358 William S. Watkins, Carolyn McNabb, St. Martin, Lirette, Shea & Watkins, Houma, for plaintiff-appellant, Johnny L. Pellegrin, et al.

Philip J. McMahon, McMahon, McCollan & Lyons, Houma, for defendant-appellee, William H. Ditto, et al.

Hortence M. Patterson, Law Office of James J. Morse, New Orleans, for intervenor, Travelers Ins. Co.

Before CARTER, GONZALES and WHIPPLE, JJ.

CARTER, Judge.

This is an appeal from a trial court judgment in a suit for damages.

BACKGROUND

By Act of Cash Sale, dated December 10, 1973, John A. Brady, Sr. transferred certain immovable property to John A. Brady, Jr., Pat Brady, and William H. Ditto. The property transferred was described as follows:

The lower half of a certain tract of land in Lafourche Parish, on the right bank of Bayou Lafourche at about 36 miles below the town of Thibodaux, measuring one and one-half arpents (1-½) front more or less on Bayou Lafourche, and on the water's edge thereon by a depth of to a point on the upper line 384 feet, and on the lower lines 400 feet from edge of the right of way of Louisiana State Highway # 1 bounded above by land formerly of the Estate of Henry Madison, below by lands formerly of Washington Rodrigue, together with all buildings and improvements thereon, as well as rights, privileges and appertaining.
Being the same property acquired by John A. Brady, Sr. by virtue of a Sheriff's Deed dated March 7th, 1973, in that matter entitled WILLIAM H. DITTO Vs. A.O. RAPPELET, No. 29019, 17th Judicial District Court, Lafourche Parish, Louisiana, and filed in the conveyance records of the Parish of Lafourche, State of Louisiana.

On November 30, 1978, William H. Ditto and Tanya B. Ditto established an irrevocable inter vivos accumulation trust, establishing three separate trusts for the benefit of Steven C. Ditto, Diane L. Ditto, and Susan C. Ditto, respectively. John J. Erny, Jr. was named as trustee of the trusts. The sum of $16,500.00 dollars was donated to the accumulation trust upon the establishment of the trusts.

On that same day, John A. Brady, Jr. and Clara C. Brady established an irrevocable inter vivos accumulation trust, establishing three separate trusts for the benefit of Bonnie Elizabeth Brady, John A. Brady, III, Thomas Anthony Brady, and Joseph Abdon Brady, respectively. John J. Erny, Jr. was named as trustee of the trusts. The sum of $16,500.00 dollars was donated to the accumulation trust upon the establishment of the trusts.

On that same day Pat Brady and Kate C. Brady also established an irrevocable inter *1359 vivos accumulation trust, establishing three separate trusts for the benefit of Todd Mitchell Brady, Troy Patrick Brady, Toby James Brady, and Trent Marcus Brady, respectively. John J. Erny, Jr. was named as trustee of the trusts. The sum of $16,500.00 dollars was donated to the accumulation trust upon the establishment of the trusts.

Thereafter, by Act of Cash Sale dated November 30, 1978, William H. Ditto and Tanya B. Ditto, John A. Brady, Jr. and Clara C. Brady, and Pat Brady and Kate C. Brady transferred "an undivided fifty (50%) percent interest" in their interest in the property acquired from John A. Brady, Sr. in 1973 (hereinafter referred to as "the Trust property") to John J. Erny, Jr., Trustee of the Brady children trusts. The recited consideration was $49,500.00. A little more than a month later, by Act of Cash Sale dated January 2, 1979, William H. Ditto and Tanya B. Ditto, John A. Brady, Jr. and Clara C. Brady, and Pat Brady and Kate C. Brady, again transferred "an undivided fifty (50%) percent interest" in their interest in the Trust property to John J. Erny, Jr., Trustee of the Brady children trusts. The recited consideration was $49,500.00.

On January 1, 1988, John J. Erny, Jr., as Trustee of the Brady children trusts, and Sola Communications, Inc. (Sola) entered into a lease of the Trust property. As part of the consideration for the lease, Sola "assume[d] responsibility for the condition of said leased premises during the term" of the lease and agreed to "exonerate LESSOR from all responsibility by reason of any defect or vice" of the leased premises and buildings thereon as "fully and completely as LESSEE may do under the law, and particularly the provision of LRS 9:3221 as amended."

FACTS

On April 7, 1989, petitioner Johnny L. Pellegrin, while in the course and scope of his employment with Sola, fell through a side railing on a porch attached to a building on the Trust property. As a result of this incident, Pellegrin sustained serious injuries.

Thereafter, on April 2, 1990, petitioners, Johnny L. Pellegrin and his wife, Doris Pellegrin, filed the instant suit for damages against William H. Ditto and Tanya B. Ditto; John A. Brady, Jr. and Clara C. Brady; Pat Brady and Kate C. Brady; Henry J. Lafont, Trustee of the Brady children trusts,[1] and Travelers Insurance Company. Petitioners alleged that defendants were negligent and strictly liable under LSA-C.C. arts. 2315, 2317, and 2322 for the injuries sustained by Johnny Pellegrin for failing to maintain the premises, failing to conduct adequate inspections, and having custody of a defective thing.

In answers to interrogatories, defendants alleged that the Brady children trusts, and not the named defendants, were the owners of the leased premises.

On April 6, 1990, petitioners amended their petition to name each of the individual Brady children as additional defendants.[2] On April 5, 1991, petitioners again amended their petition to name each of the individual Brady children as defendants.

Travelers Insurance Company intervened in the proceedings. Travelers alleged that it was Sola's worker's compensation insurer and that it had paid worker's compensation and medical benefits on behalf of Pellegrin. Accordingly, Travelers sought reimbursement of the worker's compensation and medical benefits paid.

After a trial on the merits, the trial court rendered judgment in favor of all of the defendants, dismissing petitioners' claims against them, with prejudice. Travelers' petition of intervention was also dismissed.

From this adverse judgment, petitioners appeal, assigning the following errors:[3]

*1360 1. The trial court erred in holding that LSA-R.S. 9:3221 prohibited the imposition of liability on the defendants.

2. The trial court erred in holding that the property was owned entirely by the Brady children trusts at the time of petitioner's injury.

OWNERSHIP OF THE TRUST PROPERTY

Petitioners contend that, at the time of Johnny Pellegrin's injury, William H. Ditto and Tanya B. Ditto, John A. Brady, Jr. and Clara C. Brady, Pat Brady and Kate C. Brady owned a twenty-five percent (25%) interest in the leased premises and that John J. Erny, Jr., as Trustee for the Brady children trusts, owned a seventy-five percent (75%) interest in the leased premises. Petitioners reason that, in the 1978 sale of the property to the Brady children trusts, William H. Ditto and Tanya B. Ditto, John A. Brady, Jr. and Clara C. Brady, and Pat Brady and Kate C. Brady transferred 50% of their interest in the Trust property.

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Cite This Page — Counsel Stack

Bluebook (online)
625 So. 2d 1356, 1993 WL 429277, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pellegrin-v-ditto-lactapp-1993.