Successions of Joyce Faye Millet a/k/a Joyce Leblanc Millet, wife of/and Leonce Joseph Millet, Jr.

Louisiana Court of Appeal·Decided July 5, 2023·No. 2022CA0863, 2022CA0864·Unknown

Opinion

STATE OF LOUISIANA

COURT OF APPEAL

FIRST CIRCUIT

r U

2022 CA 0863

SUCCESSIONS OF JOYCE FAYE MILLET A/ K/ A JOYCE LEBLANC MILLET, WIFE OF/ AND LEONCE JOSEPH MILLET, JR.

consolidated with

2022 CA 0864

JILL MILLET

VERSUS

ECONOMY BRICK SALES, INC.

Judgment Rendered: JUL 0 5 2023

On Appeal from the Twenty -Third Judicial District Court In and for the Parish of Ascension State of Louisiana

Docket No. 18543 c/ w 126239 Honorable Jason Verdigets, Judge Presiding

Barbara Irwin Counsel for Plaintiff/ Appellant Timothy E. Pujol Jill Millet Ashley D. Tadda Gonzales, Louisiana

Courtney C. Miller Counsel for Defendants/ Appellees Robin B. Cheatham Dean J. Millet, Michelle Millet DePierri and Richard B. Eason, II Economy Brick Sales, Inc.

New Orleans, Louisiana

BEFORE: McCLENDON, WELCH, CHUTZ, HESTER, AND GREENE, 33.

McCLENDON, 3.

In this succession proceeding and consolidated suit for breach of a lease agreement, the plaintiff, one of the decedents' daughters, appeals the trial court's

judgment that granted summary judgment in favor of the defendants, denied her cross motion for summary judgment, and dismissed her claims with prejudice. For the reasons

that follow, we reverse, render, and remand.

FACTS AND PROCEDURAL HISTORY

The pertinent facts in this matter are largely undisputed. On January 2, 2004, Leonce J. Millet, Jr. and his wife, Joyce LeBlanc Millet, entered into a Lease Agreement,

as lessors, with Economy Brick Sales, Inc. ( Economy Brick), as the lessee, regarding certain immovable property ( the immovable property) located in Ascension Parish, Louisiana. The Lease Agreement was signed by both lessors and by Dean Millet and Michelle Millet DePierri in their capacities as President and Secretary -Treasurer, respectively, of Economy Brick. Leonce and Joyce were the original owners of Economy Brick, but before the execution of the lease, they had donated all of the shares of the capital stock in Economy Brick to two of their children, Dean and Michelle. The rental payments from Economy Brick were designed to be retirement benefits for Leonce and Joyce. The lease, recorded in the conveyance records of Ascension Parish, set forth a

monthly rental payment of $7, 000. 00 for a term of fifty years. The Lease Agreement also provided that the term of the lease was to " be reduced to the remainder of twenty ( 20) years commencing upon the deaths of both Lessors" at which time the monthly rental was to be paid, as follows:

Upon the occurrence of the death of both Lessors, the monthly rental will be reduced to 1. 30% of the monthly sales not to exceed a maximum monthly Installment of $4,000. 00 payable in equal monthly installments to Ronda] Millet Matthews, Aleta Millet Morgan, Jill Millet and Paula Millet LeBlanc on the first day of each month.

Joyce died testate on February 27, 2013. In her January 27, 2009 Last Will and Testament, Joyce bequeathed to Leonce, inter alia, all of her right, title and interest in

and to the immovable property. After Joyce' s death, Leonce executed his Last Will and Testament on August 22, 2013. Therein, various bequests were made to their children,

E

Dean J. Millet, Michelle Millet DePierri, Ronda Millet Matthews, Aleta Millet, Jill Millet, and Paula Millet LeBlanc.

Leonce died on June 11, 2018. Among his bequests in his Last Will and Testament, Leonce bequeathed to Dean and Michelle all of his right, title, and interest in and to the

immovable property. Article II of the testament also acknowledged that the immovable property was subject to the Lease Agreement and provided, in pertinent part:

I further transfer, convey, and assign to [ Dean and Michelle] all of my rights and obligations in, to, and under said Lease, including but not limited to the power to amend or terminate said Lease on behalf of the Lessor. It is my desire and I hereby instruct [ Dean and Michelle] to consider termination of said Lease upon my death.

Subsequent to the death of Leonce, Dean and Michelle filed a Petition to Open

Successions, Probate Wills and for Appointment of Independent Co -Executors and were

appointed co- executors for the Successions of Joyce Faye Millet a/ k/ a Joyce LeBlanc Millet, wife of/ and Leonce Joseph Millet, Jr., Docket No. 18543, in the 23rd Judicial District

Court for the Parish of Ascension ( the succession proceeding). On October 16, 2018, Jill made a formal proof of claim in the succession proceeding, directed to the co- executors, contending that lease payments were owed to her under the Lease Agreement.' The co-

executors rejected Jill' s claim.

On July 25, 2019, Jill filed a Petition for Judicial Enforcement of Claim in the succession proceeding, seeking to enforce the terms of the Lease Agreement and to obtain lease payments owed to her. Shortly thereafter, on July 29, 2019, Jill filed a Petition of Breach of Contract and Damages in a separate lawsuit against Economy Brick and Dean. Subsequently, the second suit was consolidated with the succession proceeding.

Meanwhile, on June 26, 2019, the trial court signed a Judgment of Partial

Possession in the succession proceeding, and Dean and Michelle were placed in possession and recognized as the owners of the immovable property. Thereafter, on August 9, 2019, Dean and Michelle, as the lessor, and Economy Brick, represented by Dean, as the lessee, agreed to terminate the lease and executed an Act of Cancellation

I Louisiana Civil Code article 1981 provides, in pertinent part, that the " stipulation gives the third party beneficiary the right to demand performance from the promisor."

of Lease Agreement. The parties to the Act of Cancellation stated that the effective date of the cancellation was June 12, 2018, and that, as of the effective date, " the Lease and

any and all underlying rights, duties, and obligations under the Lease have been

terminated, and shall no longer have any force and effect" and that the " Lessor and

Lessee further waive, renounce, relinquish and release any and all rights and privileges under the Lease or any other underlying lease agreements as of the Effective Date.' n On March 23, 2020, Dean and Michelle, in their capacity as defendant co- executors in the succession proceeding, and Economy Brick and Dean, as defendants in the breach of contract suit, filed a motion for summary judgment, seeking to dismiss all of Jill' s claims against them. After a hearing, the trial court granted the motion for summary judgment and dismissed all of Jill' s claims in both the succession proceeding and the suit for breach of contract. Jill appealed that decision to this Court. Another panel of this Court

determined that the trial court erred in considering documents attached to the defendants' reply memorandum. As a result, and after considering only the valid

summary judgment evidence submitted by the defendants, this Court found the summary judgment improper, reversed the trial court's judgment, and remanded the matter for further proceedings. See Successions of Millet, 2021- 0355 ( La. App. 1 Cir. 12/ 22/ 21), 340 So. 3d 252.

Thereafter, on February 7, 2022, Dean and Michelle, in their capacity as co-

executors in the succession proceeding, as well as Economy Brick and Dean, filed another motion for summary judgment, seeking dismissal of all of Jill' s claims in both lawsuits. According to the defendants, Leonce expressed his clear intent in his Last Will and

Testament that upon his death the immovable property would be transferred to Dean and Michelle and the lease would be terminated. Further, the defendants argued that

the expressed intent by Leonce in his Last Will and Testament to terminate the lease and the subsequent termination of the lease on August 9, 2019, extinguished any rights that Jill had as a third -party beneficiary. According to the defendants, the rights of any third - party beneficiary were revoked in accordance with LSA-C. C. art. 1979, when Leonce

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Successions of Joyce Faye Millet a/k/a Joyce Leblanc Millet, wife of/and Leonce Joseph Millet, Jr. (Successions of Joyce Faye Millet a/k/a Joyce Leblanc Millet, wife of/and Leonce Joseph Millet, Jr.) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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