Sunset Harbour, L.L.C. v. the Succession of Mary Rose Bush

CourtLouisiana Court of Appeal
DecidedSeptember 26, 2023
Docket2023-CA-0156
StatusPublished

This text of Sunset Harbour, L.L.C. v. the Succession of Mary Rose Bush (Sunset Harbour, L.L.C. v. the Succession of Mary Rose Bush) 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
Sunset Harbour, L.L.C. v. the Succession of Mary Rose Bush, (La. Ct. App. 2023).

Opinion

SUNSET HARBOUR, L.L.C. * NO. 2023-CA-0156

VERSUS * COURT OF APPEAL THE SUCCESSION OF MARY * ROSS BUSH, ET AL. FOURTH CIRCUIT * STATE OF LOUISIANA *******

APPEAL FROM CIVIL DISTRICT COURT, ORLEANS PARISH NO. 2021-02270, DIVISION “A” Honorable Ellen M Hazeur, Judge ****** Judge Karen K. Herman ****** (Court composed of Judge Daniel L. Dysart, Judge Paula A. Brown, Judge Karen K. Herman)

Christopher Gobert ATTORNEY AT LAW 1814 Camp Street New Orleans, LA 70130

COUNSEL FOR APPELLANT/INTERVENOR

Nathaniel M. Phillips TAX TITLE 3927 Iberville Street New Orleans, LA 70019

COUNSEL FOR APPELLEE/PLAINTIFF

AFFIRMED SEPTEMBER 26, 2023 KKH DLD PAB Appellant-Intervenor, Sterling Bush (“Bush”), appeals the trial court’s

October 5, 2022 judgment, which granted the motion to dismiss filed by Appellee-

Plaintiff, Sunset Harbour, LLC (“Sunset”) and dismissed his petition for

intervention. For the following reasons, the trial court’s judgment is affirmed.

FACTUAL AND PROCEDURAL HISTORY

Bush’s mother, Mary Ross Bush, was the owner of property located at 6433

Brunswick Court in New Orleans, La. 70131 (the “Property”). Mary Ross Bush

had acquired one-half interest via cash sale in 1971 and the remaining half was

donated to her by her and her husband’s heirs in 2000.1 Mary Ross Bush died on

March 20, 2009. The Succession of Mary Ross Bush was opened in 2011 and

remains under administration.

After real estate taxes assessed against the Property went unpaid, Nebraska

Alliance Realty Company acquired 1% of the Property via a tax sale conducted by

the City in April 2015. In January 2021, Sunset acquired tax sale title to 1% of the

1 The record shows that in 1988 after Mary Ross Bush’s husband and Bush’s father, Anthony

Albert Bush, Sr. died, the Bush children conveyed their interests in the Property to Mary Ross Bush. The act of donation was registered on January 20, 2000.

1 Property from NAR Solutions, Inc. f/k/a Nebraska Alliance Realty Company, via a

transfer of a tax sale interest.

On March 12, 2021, Sunset filed a petition to confirm and quiet tax title and

partition. The petition named several defendants that may have an interest in the

Property, including the Succession of Mary Ross Bush; Kiera Lacour (“Lacour”)2;

the Succession of Patrick Breeden;3 Matrix Financial Services (“Matrix”); 4 and

Arizona Pacific, L.P.

A sheriff’s return indicates that Bush was personally served with the petition

as an occupant of the Property on March 19, 2021. The Succession of Mary Ross

Bush was served through its independent administratrix, Marlene Babin, on April

16, 2021.5

After requesting an extension of time to file responsive pleadings on April

14, 2021, Matrix filed an answer and affirmative defenses on April 28, 2021. 2 The petition alleged that Lacour may have an interest in the property by virtue of a quit claim

deed recorded December 13, 2002. See also n. 3

3 Patrick Breeden was the attorney of Mary Ross Bush in Mortgage Electric Registration

Services litigation.

4 The record provides that in 2004, Matrix filed suit against Lacour to foreclose on 6433

Brunswick Court in Civil District Court in Orleans Parish, entitled Mortgage Electric Registration Services, as Nominee for Matrix Financial Services Corporation v. Kiera LaCour, bearing docket number 2004-177. According to the pleadings filed by Sunset, the property at issue was fraudulently conveyed from Mary Ross Bush to Lacour and [a]fter due proceeedings” the sale was “unwound.” Matrix then maintained an action for unjust enrichment against Mary Ross Bush for the amount of a mortgage paid off in the fraudulent transaction. During the pendency of this action, Mary Ross Bush died. In January of 2010 Matrix filed a motion to summons Mary Ross Bush’s successors to open her succession. Bush was personally served with this motion. Matrix then filed a rule to compel, Bush and Janice Bush Augustus, the two successors, to substitute themselves as the legal successors to the Mary Ross Bush. According to the pleadings filed by Matrix, Bush refused but did provide the names of seven additional heirs. Sunset claims that Matrix then appointed a curator to find and provide notice to the known and unknown heirs of Mary Ross Bush. It further alleges that on September 26, 2011, Matrix filed a petition to appoint a public administrator. At some point, the Mortgage Electric Registration Services suit was consolidated with the Succession of Mary Ross Bush, bearing docket number, 2011-10274.

5 Marlene Babin was appointed administrator of the Succession of Mary Ross Bush on

November 8, 2011.

2 Lacour, through a court appointed curator, filed an answer on April 29, 2021.6

Marlene Babin, on behalf of the Succession of Mary Ross Bush, filed an answer to

Sunset’s petition on April 30, 2021.

On June 9, 2021, the trial court granted a consent judgment between Sunset,

the Succession of Mary Ross Bush, and Matrix, which among other things: quieted

the tax title, confirmed Sunset as the owner of 1% of the Property; terminated the

interests of the Succession of Mary Ross Bush and Matrix in the Property; enjoined

the Succession of Mary Ross Bush and Matrix from obtaining or setting up any

right, title, or interest in the Property; and ordered a partition by licitation. The

judgment also provided that there is “no appeal from this judgment.” The Rule 9.5

certificate indicates that Bush was mailed notice of the proposed consent judgment

and did not object.

On November 9, 2021, Sunset filed a motion for summary judgment in favor

of its petition to quiet title and partition. On March 4, 2022, summary judgment

was rendered against Lacour. The judgment confirmed and quieted Sunset’s tax

sale title and recognized Sunset as the owner of an undivided 1% interest in the

Property. It further enjoined Lacour from setting up any right, title, or interest in

the Property. The judgment also ordered that the Property would be advertised and

sold at public auction. The 9.5 certificate of the judgment on the motion for

summary judgment provided that Bush did not object to the proposed judgment.

Also, notice of signing of judgment was mailed to Bush at 6433 Brunswick Court

on March 4, 2022.

6 The answer actually states that the answer was filed on behalf the Succession of Mary Ross

Bush. However, on March 31, 2021, the trial court appointed Yves Gelin to serve as curator ad hoc to accept service on behalf of Lacour and an administrator had already been appointed for the Succession.

3 On May 10, 2022, Sunset dismissed the remaining defendants, the

Succession of Patrick Breeden and Arizona Pacific, L.P.

On August 31, 2022, Bush filed a petition to intervene, a preliminary

injunction, and temporary restraining order.7 In the petition, he alleged that he is

owner of an undivided 1/9th interest in the Property. Bush also alleged that on June

1, 2021, he personally paid the City $12,059.49 for taxes, penalties, and interest

assessed against the Property. He also claims that he was not advised of the

pending proceedings and upcoming sale of the Property until June 2, 2021.

The same date, the trial court issued a temporary restraining order.

On September 6, 2022, Sunset filed an answer; affirmative defenses; a

motion to dismiss; a peremptory exception of no cause of action; a motion to

dissolve the temporary restraining order; and a request for sanctions. Sunset also

filed an opposition to the preliminary injunction.

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Sunset Harbour, L.L.C. v. the Succession of Mary Rose Bush, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sunset-harbour-llc-v-the-succession-of-mary-rose-bush-lactapp-2023.