Successions of Joyce Faye Millet a/k/a Joyce Leblanc Millet, wife of/and Leonce Joseph Millet, Jr. ( 2023 )


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  •                                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."
    3
    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
    z
    Any corporate resolutions of Economy Brick for the Act of Cancellation, which may or may not exist, have
    not been made a part of the record on the motions for summary judgment.
    2
    drafted his Last Will and Testament on August 22, 2013, five years before Jill attempted
    to manifest her intention to avail herself of the benefit.3
    On March 21,       2022, Jill filed a cross motion for summary judgment, seeking
    enforcement of the Lease Agreement.                  Jill asserted that no authority existed for the
    termination of the lease and specifically alleged that Leonce' s Last Will and Testament
    did not terminate the Lease Agreement. Therefore, Jill argued, pursuant to the specific
    and unequivocal terms of the Lease Agreement, as of July 1, 2018, she was entitled to
    receive, as a third -party beneficiary, certain rental payments from Economy Brick for a
    term of twenty years.
    After a hearing on May 2, 2022, the trial court granted the motion for summary
    judgment filed by Dean and Michelle, in their capacity as co- executors in the succession
    proceeding, and by Economy Brick and Dean in the breach of contract suit. Additionally,
    the trial court denied Jill' s cross motion for summary judgment.                  The trial court signed a
    judgment on May 17, 2022, in accordance with its ruling and dismissed all of Jill' s claims
    with prejudice.     Jill appealed, assigning as error the granting of the summary judgment
    that dismissed her claims and the denial of her cross motion for summary judgment.4
    DISCUSSION
    A motion for summary judgment is a procedural device used to avoid a full- scale
    trial when there is no genuine issue of material fact.                     Georgia- Pacific Consumer
    Operations, LLC v. City of Baton Rouge, 2017- 1553 ( La. App. 1 Cir. 7/ 18/ 18), 
    255 So. 3d 16
    , 21, writ denied, 2018- 1397 ( La. 12/ 3/ 18), 
    257 So. 3d 194
    .                   It is reviewed on
    appeal de novo, with the appellate court using the same criteria that govern the trial
    court's determination of whether summary judgment is appropriate; i. e.,                       whether there
    is any genuine issue of material fact, and whether the movant is entitled to judgment as
    3   Louisiana Code of Civil Procedure article 1979 provides, in pertinent part, that a " stipulation may be
    revoked only by the stipulator and only before the third party has manifested his intention of availing
    himself of the benefit."
    4 The denial of a motion for summary judgment is an interlocutory judgment and is appealable oniy when
    expressly provided by law. Where there are cross motions for summary judgment raising the same issues,
    however, this Court can review the denial of a summary judgment in addressing the appeal of the grant of
    the cross motion for summary judgment. Huggins v. Amtrust Insurance Company of Kansas, Inc.,
    2020- 0516 ( I_a. App. 1 Cir. 12/ 30/ 20), 
    319 So. 3d 362
    , 365. Thus, we review the denial of Jill' s cross motion
    for summary judgment in conjunction with her appeal of the grant of the defendants' motion for summary
    judgment.
    5
    a matter of law.      Maggio v. Parker, 2017- 1112 ( La. 6/ 27/ 18), 
    250 So. 3d 874
    , 878.              In
    ruling on a motion for summary judgment, the trial court's role is not to evaluate the
    weight of the evidence or to determine the truth of the matter, but instead to determine
    whether there is a genuine issue of triable fact. 
    Id.
    The Code of Civil Procedure places the burden of proof on the party filing a motion
    for summary judgment. See LSA- C. C. P. art. 966( D)(          1).   The mover can meet his burden
    by filing supporting documentary evidence consisting of pleadings,                       memoranda,
    affidavits,    depositions, answers to interrogatories,         certified   medical   records,    written
    stipulations, and admissions with his motion for summary judgment. See LSA- C. C. P. art.
    966( A)( 4).
    After an opportunity for adequate discovery, a motion for summary judgment shall
    be granted if the motion, memorandum, and supporting documents show there is no
    genuine issue as to material fact and that the mover is entitled to judgment as a matter
    of law.    LSA- C. C. P. art. 966( A)( 3).   A fact is material if it potentially ensures or precludes
    recovery, affects a litigant's ultimate success, or determines the outcome of the legal
    dispute.       A genuine issue is one as to which reasonable persons could disagree; if
    reasonable persons could reach only one conclusion, there is no need for a trial on that
    issue and summary judgment is appropriate.                Maggio, 
    250 So. 3d at 878
    .        Where the
    facts are undisputed and the matter presents a purely legal question, summary judgment
    is appropriate. Leisure Recreation &              Entertainment, Inc. v. First Guaranty Bank,
    2021- 00838 ( La. 3/ 25/ 22), 
    339 So. 3d 508
    , 517.
    In support of their motion for summary judgment, the defendants submitted a
    copy of the Lease Agreement; Dean' s affidavit, with exhibits; Michelle' s affidavit, with
    exhibits; the affidavit of Robin Cheatham, with exhibits; the Last Will and Testament of
    Leonce; the Petition for Partial Possession; the Judgment of Partial Possession; the Act
    of Cancellation of the Lease Agreement; Jill' s affidavit; and excerpts from Jill' s deposition.
    In support of her cross motion for summary judgment and in opposition to the
    defendant's motion for summary judgment,                  Jill offered her affidavit,   with     exhibits;
    excerpts from       her deposition;      excerpts from Dean' s deposition,       with    exhibits;    and
    excerpts from Michelle' s deposition.            In granting summary judgment in favor of the
    u
    defendants and in denying Jill' s cross motion for summary judgment, the trial court did
    not give any oral or written reasons for its ruling.
    On appeal, Jill maintains that neither the terms of the Lease Agreement, nor any
    statutory law, provided any authority for Dean and Michelle to unilaterally terminate the
    lease and that the trial court legally erred in finding that Dean and Michelle had such
    authority.    Jill further suggests that the trial court erred in finding that Leonce' s Last Will
    and Testament gave Dean and Michelle the right to unilaterally and without cause
    terminate the lease. She avers that the plain reading of the Last Will and Testament does
    not terminate the Lease Agreement, that Leonce himself did not have the right to
    terminate the lease under Louisiana law, and, therefore, Leonce was unable and did not
    transfer any right to terminate the Lease Agreement upon his death.              Jill argues that
    whether Leonce " intended" to terminate the lease is of no moment in light of the language
    of his Last Will and Testament.
    The intent of the testator is the paramount consideration in interpreting the
    provisions of a will.   See LSA-C. C. art. 1611( A). The function of the court is to determine
    and carry out the intention of the testator if it can be ascertained from the language of
    the will.   In re Succession of Templet, 2007- 0067 ( La.App. 1 Cir. 11/ 2/ 07), 
    977 So. 2d 983
    , 986, writ denied. 2007- 2329 ( Ira. 2/ 1/ 08), 
    976 So. 2d 720
    . Interpretation of a will is
    a question of law that this Court reviews on appeal to determine whether the trial court
    was legally correct.      Matter of Succession of Panaro, 2017- 1647 (            La. App.   1 Cir.
    8/ 9/ 18), 
    2018 WL 3826152
    , * 2 ( unpublished).
    Precatory expressions are words requesting or praying that a thing be done.         The
    law is clear that a testator's mere wishes and requests are viewed as precatory
    suggestions, which are not binding in law. Succession of Achee, 2016- 0716 ( La. App.
    1 Cir. 8/ 16/ 17), 
    229 So. 3d 5
    , 9.   However, the determination of testamentary intent does
    not rest solely on the testator's choice to use the words " would like," "          want to,"    or
    wish."     There is no fixed rule that the use of particular words should be interpreted as
    precatory suggestions rather than as dispositions of property. See In re Succession of
    White, 2006- 1002 (      La.App.   1 Cir. 5/ 4/ 07), 
    961 So. 2d 439
    , 442.     Rather, the entire
    document must be read as a whole to determine whether the expression was intended
    7
    to be merely precatory or was intended by the testator to actually dispose of the
    property. Succession of Achee, 229 So. 3d at 9.
    In this matter, in his last Will and Testament, Leonce transferred, conveyed, and
    assigned to Dean and Michelle all of his " 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."   Leonce further provided that it was his " desire" and he instructed Dean
    and Michelle to " consider" termination of the Lease upon his death.
    While LSA- C. C. art. 1611 provides that the intent of the testator controls the
    interpretation of his testament, it also provides that "[ i] f the language of the testament
    is clear, its letter is not to be disregarded under the pretext of pursuing its spirit,"   Leonce
    could have specifically stated in his Last Will and Testament that the lease would
    terminate upon his death, but he did not do so. He could have also instructed Dean and
    Michelle to terminate the lease when he died, but he did not do so.          Rather, it was his
    desire" to instruct Dean and Michelle to `` consider" terminating the lease.            Merriam -
    Webster' s Dictionary and Thesaurus ( 2006) defines " desire" to mean " to long or hope
    for" or " request."   Additionally, " consider" is defined to mean " to reflect on; think about
    with a degree of care or caution."       Further, pursuant to the Last Will and Testament,
    Dean and Michelle were given the authority to amend the Lease Agreement, terminate
    it, or do nothing at all. The words used created uncertain situations and a variety of
    possibilities. Thus, we find that the words used by Leonce created precatory suggestions
    and are not binding. As such, based on our reading of the testament as a whole, we find
    that the trial court was legally incorrect in determining that the testament terminated the
    Lease Agreement.       Instead, to give meaning to the words chosen by Leonce in his Last
    Will and Testament, we find that the Lease Agreement was not terminated.
    Nevertheless, after the Judgment         of Partial   Possession,   Dean   and      Michelle
    executed the Act of Cancellation in August of 2019. Jill argues that neither Leonce, nor
    Dean and Michelle, had the right to terminate the Lease Agreement as it is for a fixed,
    determinable term,      and neither party reserved the right to terminate in the Lease
    Agreement.
    Louisiana Civil Code article 2678 provides that a lease shall be for a term and that
    its duration may be agreed to by the parties or supplied by law. Article 2678 further
    provides that "[   t] he term may be fixed or indeterminate.        It is fixed when the parties
    agree that the lease will terminate at a designated date or upon the occurrence of a
    designated event.        It is indeterminate in all other cases."    A lease with a fixed term
    terminates upon the expiration of that term, without need of notice, unless the lease is
    reconducted or extended.        LSA- C. C. art. 2720.   A lease does not terminate by the death
    of the lessor or the lessee or by the cessation of existence of a juridical person that is
    party to the lease.      LSA- C. C. art. 2717.   Moreover, a lease in which one or both parties
    have reserved the right to terminate the lease before the end of the term may be so
    terminated by giving the notice specified in the lease contract or the notice provided in
    Articles 2727 through 2729, whichever period is longer. The right to receive this notice
    may not be renounced in advance. LSA- C. C. art. 2718. Further, contracts have the effect
    of law for the parties and may be dissolved only through the consent of the parties or on
    grounds provided by law.        LSA -GC. art. 1983.
    In this matter, the Lease Agreement contains a fixed term and provides for
    termination only at the expiration of the term or upon default by the Lessee.        The Lease
    Agreement does not contain a reservation of the right to terminate the lease before the
    end of the term.        Nevertheless, Dean and Michelle, as lessors, and Economy Brick, as
    lessee, could certainly terminate the lease by the mutual consent of all parties. This right,
    however, was subject to any third -party beneficiary rights of ] ill.      Therefore, we must
    address whether the language of Leonce' s Last Will and Testament, although insufficient
    to terminate the Lease Agreement, was sufficient to demonstrate a revocation of the
    third -party benefit.
    Louisiana Civil Code article 1978 provides that a " contracting party may stipulate
    a benefit for a third person called a third -party beneficiary. Once the third party has
    manifested his intention to avail himself of the benefit, the parties may not dissolve the
    contract by mutual consent without the beneficiary' s agreement."                  Further, the
    stipulation may be revoked only by the stipulator and only before the third parry has
    manifested his intention of availing himself of the benefit." LSA- C. C. art. 1979.
    In Louisiana, such a contract for the benefit of a third -party is called a " stipulation
    pour     autrui."    Maggio, 
    250 So. 3d at 880
    .       A   stipulation    pour   autrui   is    never
    presumed.      
    Id.
       The party claiming the benefit of a stipulation pour autrui bears the
    burden of proof.      See Joseph v. Hospital Service District No. 2 of Parish of St.
    Mary, 2005- 2364 (      La. 10/ 15/ 06), 
    939 So. 2d 1206
    , 1212.         The Louisiana Civil Code
    recognizes that a third -party beneficiary contract can exist, but provides few governing
    rules.   See LSA- C. C. arts. 1978- 1982; Joseph, 939 So. 2d at 1211. The code provides no
    analytic framework for determining whether a third -party beneficiary contract exists.
    Thus, the code has left to the jurisprudence the obligation to develop the analysis to
    determine when a third -party beneficiary contract exists on a case by case basis.              Each
    contract must be evaluated on its own terms and conditions in order to determine if the
    contract stipulates a benefit for a third person. Joseph, 939 So. 2d at 1211- 12.
    The criteria for determining whether contracting parties have provided a benefit
    for a third -party are: 1) the stipulation is manifestly clear; 2) there is certainty as to the
    benefit provided to the third -party; and 3)         the benefit is not a mere incident of the
    contract between the promisor and the promisee. Maggio, 
    250 So. 3d at 880
    . In short,
    the most basic requirement of a stipulation pour autrui is that the contract manifest a
    clear intention to benefit the third -party; absent such a clear manifestation,               a party
    claiming to be a third -party beneficiary cannot meet his burden of proof.         
    Id.
    In this matter, it is clear that the language of the Lease Agreement created a
    stipulation pour autrui in favor of Jill.     However, we must determine whether Leonce
    revoked the stipulation in favor of Jill during his lifetime. See LSA- C. C. art. 1979 ("        The
    stipulation may be revoked only by the stipulator.'.             The only summary judgment
    evidence in the record that could possibly demonstrate a revocation of the stipulation
    before Leonce' s death is his Last Will and Testament, dated August 22, 2013.                  If the
    language in the Last Will and Testament was sufficient to revoke the stipulation pour
    autrui, Jill' s manifestation of her intent to avail herself of the stipulated benefits must
    have occurred prior to Leonce' s execution of his testament.            Further, because the right
    to revoke the third -party stipulation was a right personal to Leonce, there can be no
    revocation after his death.     See LSA- C. C. art. 1979. Therefore, if Leone's Last Will and
    10
    Testament was insufficient to evince a revocation of the stipulation, Jill' s formal proof of
    claim on October 16, 2018, prior to the termination of the lease, clearly manifested her
    intention to avail herself of the stipulated benefits.
    As previously stated, Article II of Leonce' s Last Will and Testament provided that
    he transferred,   conveyed,   and assigned to Dean and Michelle all of his rights and
    obligations in, to, and under the Lease Agreement, including but not limited to the power
    to amend or terminate the lease on behalf of the lessor. The Last Will and Testament
    then stated: "   It is my desire and I hereby instruct [         Dean and Michelle] to consider
    termination of said Lease upon my death." The defendants maintain that this language
    revoked the third -party rights of Jill on August 22, 2013, when Leonce executed the Last
    Will and Testament, five years before Jill asserted her alleged rights to rental payments
    after Leonce' s death on June 11, 2018.
    To the contrary, Jill asserts that this language is insufficient to establish a
    revocation.   We agree.   Leonce acknowledged that the immovable property was subject
    to the Lease Agreement; however, the Last Will and Testament does not refer to the
    third -party stipulation set forth in the Lease Agreement. Leonce could have specifically
    revoked or stated that he wished to revoke the third -party stipulation. Further, he could
    have stated that the lease would terminate at his death. Rather, he chose not to mention
    the third -party stipulation at all or to state that the lease was terminated.         Because
    Leonce' s Last Will and Testament did not terminate the Lease Agreement, and because
    the words used by Leonce did not show a clear intent to revoke the benefit, we are unable
    to say that the language used in Leonce' s Last Will and Testament provided for a
    revocation of the stipulation pourautri. Therefore, we find that the language of Leonce' s
    Last Will and Testament was not only insufficient to terminate the Lease Agreement, but
    also insufficient to revoke the third -party stipulation in the Lease Agreement.
    Consequently, if Jill manifested her intent to avail herself of the stipulated benefits
    in the Lease Agreement, pursuant to LSA- C. C.           arts.   1978,   the defendants may not
    11
    dissolve said contract without her consent.'                      5ee New Orleans Opera Association,
    Inc. v. Southern Regional Opera Endowment Fund, 2007- 1373 ( La.App. 4 Cir.
    8/ 27/ 08), 
    993 So. 2d 791
    , 798, writ denied, 2008- 2352 ( La. 11/ 21/ 08), 
    996 So. 2d 1114
    .
    Jill presented evidence that she had conversations with her father about the Lease
    Agreement, but could not remember specific dates. 15                     However, we need not consider
    these conversations, or the timing of same, having found that Leonce' s Last Will and
    Testament did not revoke the stipulation and that Jill manifested her intent prior to the
    cancellation of the lease.?
    Therefore, because Leonce's Last Will and Testament neither terminated the Lease
    Agreement, nor demonstrated a revocation of the third -party beneficiary stipulation, and
    because Jill manifested her intention to avail herself of the third -party stipulation before
    the cancellation of the lease, we find that the Lease Agreement contains a valid stipulation
    pour aufri, entitling Jill to its third -party benefits. Given that we have found Jill to be a
    third -party beneficiary, and given that the Lease Agreement cannot be dissolved without
    her consent as beneficiary, we find that the trial court erred in granting summary
    judgment in favor of the defendants and in in denying Jill' s motion for summary
    judgment.$         Accordingly, we grant summary judgment in favor of Jill and remand the
    matter to the trial court for a determination of the amount of the third -party benefits that
    are due and owing to Jill.
    5 See also the Revision Comments - 1984, Comment ( b), to LSA-C. C. art. 1979, which provides:
    Under revised C. C. Art. 1978 ( Rev. 1984), ...
    the parties may not dissolve the contract after
    the third party has made known his intention to avail himself of the stipulation in his favor
    which it contains. Under this Article, that stipulation itself also may not be revoked once
    the beneficiary has manifested his intention to avail himself of it, even if the contract could
    survive without it.
    6 .]
    ill maintains that she manifested her intention directly to Leonce before his death, after his death, and
    well before the termination of the lease. Jill refers to her interrogatory responses in which she stated that
    she " had conversations with [ Leonce] prior to his death wherein he indicated that the lease agreement
    would pay out to her after his death. The exact date( s) of these conversations is not known." In her
    deposition, Jill testified that her father told her that she would receive payments from Economy Brick. When
    asked when that conversation occurred, Jill could not remember other than it was a "[        I] ong time ago."
    The Revision Comments -1984, Comment ( b) to Article 1978 state that " the beneficiary's intention to
    accept the benefit may be made known in any manner, even implied. The filing of suit is sufficient
    expression of such an intention." The filing of the Petition for Enforcement of Claim on July 15, 2019, in
    the succession proceeding, and the filing of the Petition for Breach of Contract in the separate lawsuit on
    July 29, 2019, also manifested Jill' s intent to avail herself of the stipulated benefits.
    s      However, we recognize that pursuant to LSA- C.C. art. 1982 "[ t] he promisor may raise against the
    beneficiary such defenses based on the contract as he may have raised against the stipulator."
    12
    CONCLUSION
    For the above reasons, we reverse the trial court's judgment that granted summary
    judgment in favor of the defendants, Dean J. Millet, Michelle Millet DePierri, and Economy
    Brick, and denied the motion for summary judgment filed by Jill Millet.          We render
    summary judgment in favor of Jill Millet, finding her to be a third -party beneficiary of the
    Lease Agreement, and remand the matter for proceedings consistent with this opinion.
    Costs of this appeal are assessed equally between the defendants, Dean J. Millet and
    Michelle Millet DePierri, in their capacity as co- executors in the succession proceeding,
    and the defendant, Economy Brick, in the breach of contract suit.
    REVERSED, RENDERED, AND REMANDED.
    13
    

Document Info

Docket Number: 2022CA0863, 2022CA0864

Filed Date: 7/5/2023

Precedential Status: Precedential

Modified Date: 7/5/2023