TRUST FOR SCHWEGMANN v. SCHWEGMANN FAMILY

No. 05-CA-95.

905 So.2d 1143 (2005)

The TRUST FOR Melba Margaret SCHWEGMANN and Melba Margaret Schwegmann, Beneficiary v. THE SCHWEGMANN FAMILY TRUST, The Schwegmann Family Trust No. 2, Through Diane B. Marks and William R. Burge, Jr., Trustees, and John Guy Schwegmann, Laurie D. Schwegmann and Heidi Schwegmann, Individually.

Court of Appeal of Louisiana, Fifth Circuit.

May 31, 2005.


Attorney(s) appearing for the Case

John C. Saunders, Jr., Walter F. Becker, Jr., Douglas L. Grundmeyer, Chaffe, McCall, Phillips, Toler & Sarpy, L.L.P., New Orleans, LA, for Plaintiffs/Appellants, The Trust for Melba Margaret Schwegmann and Melba Margaret Schwegmann, Beneficiary.

Steven O. Medo, Jr., W.T. Tete, Susan Snowden Tete, Medo & Tete, New Orleans, LA, for Defendants/Appellees, Diane B. Marks and William R. Burge, Jr., Trustees of the Schwegmann Family Trust and Schwegmann Family Trust No. 2.

Antonio J. Rodriguez, H. Jake Rodriguez, Fowler, Rodriguez & Chalos, New Orleans, LA, for Defendants/Appellees, John Guy Schwegmann, Laurie D. Schwegmann and Heidi Schwegmann, Individually.

Panel composed of Judges EDWARD A. DUFRESNE, JR., SUSAN M. CHEHARDY, and WALTER J. ROTHSCHILD.


SUSAN M. CHEHARDY, Judge.

The plaintiffs appeal a judgment dismissing their claims pursuant to the defendants' exceptions of no right of action and no cause of action. We affirm in part, reverse in part, and remand to allow the plaintiffs an opportunity to amend their petition.

Plaintiffs are the Trust for Melba Margaret Schwegmann (hereafter the "Margie Trust") and Melba Margaret Schwegmann Brown, beneficiary (hereafter "Margie Brown"). The defendants are...

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