Roger R. Arnold v. Donald S. Hancock

CourtLouisiana Court of Appeal
DecidedFebruary 7, 2007
DocketCA-0006-0632
StatusUnknown

This text of Roger R. Arnold v. Donald S. Hancock (Roger R. Arnold v. Donald S. Hancock) 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
Roger R. Arnold v. Donald S. Hancock, (La. Ct. App. 2007).

Opinion

STATE OF LOUISIANA COURT OF APPEAL, THIRD CIRCUIT

06-632

ROGER R. ARNOLD, ET AL.

VERSUS

DONALD S. HANCOCK

**********

APPEAL FROM THE SEVENTH JUDICIAL DISTRICT COURT PARISH OF CATAHOULA, NO. 23,175 “A” HONORABLE KATHY A. JOHNSON, DISTRICT JUDGE

ULYSSES GENE THIBODEAUX CHIEF JUDGE

Court composed of Ulysses Gene Thibodeaux, Chief Judge, Sylvia R. Cooks, and Elizabeth A. Pickett, Judges.

AMENDED AND, AS AMENDED, AFFIRMED.

Marshall Leon Sanson 505 Pine Street Monroe, LA 71201 Telephone: (318) 388-1234 COUNSEL FOR: Defendant/Appellant - Donald S. Hancock

Henry James Lossin, Sr. P. O. Box 398 Jonesville, LA 71343 Telephone: (318) 339-7238 COUNSEL FOR: Plaintiffs/Appellees - Roger R. Arnold, Anita Neal Arnold and Roger B. Arnold Richard F. Zimmerman, Jr. Jennifer Aaron Hataway Kantrow, Spaht, Weaver, et al. P. O. Box 2997 Baton Rouge, LA 70821-2997 Telephone: (225) 383-4703 COUNSEL FOR: Plaintiffs/Appellees - Roger R. Arnold, Anita Neal Arnold, and Roger B. Arnold THIBODEAUX, Chief Judge.

This case involves a suit to enforce a 1993 owner-financed mortgage

loan on immovable property against the defendant, Donald S. Hancock, by the

plaintiffs/mortgage-holders, Roger R. Arnold and his parents, Anita Neal Arnold, and

Roger B. Arnold (“the Arnolds”). In 1998, following numerous defaults by Mr.

Hancock on the original 1993 mortgage note, the parties executed a second note. The

1998 note added a monthly late charge fee for any delinquent payments and increased

the loan rate by one percent.

In 2004, following numerous defaults by Mr. Hancock on the 1998 note,

the Arnolds filed suit, seeking to enforce the mortgage loan and to have their lien on

the property recognized. Mr. Hancock defended the suit on the grounds that the

second note, executed in 1998, operated as a novation that extinguished the 1993

note, and he further argued that the 1998 note was unsecured. Following the bench

trial in 2005, the district judge determined that the 1998 note did not extinguish the

secured 1993 note, and she entered a judgment in favor of the Arnolds, recognizing

their special mortgage, lien, and privilege on the immovable property. She further

granted the Arnolds a judgment against Mr. Hancock in the total amount of

$213,418.77, which covered Mr. Hancock’s indebtedness on the loan and the

Arnolds’ attorney fees. Mr. Hancock appeals.

For the reasons set forth below, we affirm the portion of the trial court’s

judgment finding that the 1998 note did not by novation extinguish the 1993 note and

the portion recognizing the Arnolds’ mortgage, lien, and privilege on the immovable

property. However, we amend the portion of the judgment awarding a total of

$213,418.77 and increase the total award to $215,548.56. I.

ISSUES

We must decide:

(1) whether the trial court erred in finding that novation of the secured note had not occurred and in recognizing the mortgage, lien, and privilege against the immovable property; and

(2) whether the trial court erred in calculating the indebtedness on the note, including the amount awarded for attorney fees.

II.

FACTS AND PROCEDURAL HISTORY

On August 4, 1993, the Arnolds sold a restaurant and motel located in

Jonesville, Louisiana, to Mr. Hancock for the purchase price of $150,000.00. Mr.

Hancock paid $10,000.00 down and executed a promissory note for $140,000.00 in

favor of the Arnolds. The August 4, 1993 promissory note was paraphed “Ne

Varietur” by the notary public, identifying the note with a mortgage on the property

as evidenced and described in the Act of Credit Sale of the same date, thereby

creating a lien and privilege on the subject property. The 1993 promissory note and

the Act of Credit Sale provided the terms of the sale and indebtedness, including the

purchase price of $150,000.00, the down-payment of $10,000.00, and the finance

terms for the balance of $140,000.00.

The 1993 note and Act of Credit Sale further provided for a $140,000.00

mortgage loan with an interest rate of eight and one half percent (8.5%) per annum

from date, and with payments due in increments of $5,000.00 on November 1, 1993

and $5,000.00 on February 1, 1994, followed by 120 consecutive and equal payments

of $1,128.79 due on the 15th of each month beginning March 15, 1994, and ending

2 with a final balloon payment of $104,720.42 on March 15, 2004. The Act of Credit

Sale also provided that Mr. Hancock would maintain insurance coverage on the

property in the amount of at least $130,000.00 and would pay all taxes on the

property when they became due. In case of default, the 1993 note provided for

attorney fees of twenty-five percent (25%) “on the amount to be collected.”

Mr. Hancock defaulted on the loan in 1995 when he failed to maintain

insurance coverage, and further defaulted by missing three payments in 1996, one

payment in 1997, and one payment in 1998. During this time, Mr. Hancock enjoyed

possession of, and ostensibly derived income from, the mortgaged commercial

property. Dr. Roger B. Arnold, testifying on behalf of himself and his parents, stated

that Mr. Hancock paid only $10,243.25 on the original note from 1993 to 1998, that

the Arnolds made several foreclosure attempts, and at one time they prepared a dation

en paiement. The record does not explain why these attempts failed.

Notwithstanding, because of the numerous delinquencies and deviations from the

payment schedule, the due dates became unclear, and in 1998 the Arnolds asked Mr.

Hancock to execute another promissory note for the balance due, primarily to clarify

the amount of the unpaid balance and to reschedule the remaining payments.

The April 20, 1998 note was for $129,756.75. It was paraphed “Ne

Varietur” by the notary for identification with the mortgage of “August 4, 1993”

which date was typed above the handwritten date of “April 20, 1998” and the

notary’s signature. The new 1998 note did not change the signatories, the payees, the

security or object of the loan, and it did not contain any notation or other evidence

that it was paying off or replacing the 1993 note. Likewise, the 1993 note was not

stamped paid or released to Mr. Hancock. The 1998 note rescheduled the payments

and increased the interest rate on the loan by one percent, from eight-and-one-half

3 percent (8.5%) to nine-and-one-half percent (9.5%); it provided for 96 consecutive

installments of $1,187.15, due on the 15th of each month, with a final balloon payment

of $108,219.56 due on April 15, 2006. As an incentive to pay timely, the new note

also provided for a $100.00 late charge fee on payments that were over two weeks

late. Mr. Hancock testified that he received around three thousand dollars from the

Arnolds for repairs and new air conditioners at the time of the execution of the new

note. However, this testimony was uncorroborated, and Mr. Hancock provided

absolutely no paperwork, receipts, or cancelled checks as evidence.

Following the execution of the new note for $129,756.75 in 1998, Mr.

Hancock began making monthly payments of $1,187.15. His first payment, properly

calculated, applied $1,027.24 to interest and applied $159.91 to principal. After

making the first five payments on time, Mr. Hancock became delinquent. According

to the Arnolds’ payment schedule appearing in the record as an exhibit, Mr. Hancock

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