GUIDRY, Justice.
We accepted the certified question presented to this court by the United States Court of Appeals, Fifth Circuit, in MCI Communications Services, Inc. v. Hagan, 641 F.3d 112 (5th Cir.2011).
We decide this certified question on the facts as presented to us by the Court of Appeals. This case arose out of an incident in which an underground cable owned by MCI Communications Services, Inc. (hereinafter, "MCI"), was allegedly severed. MCI filed suit against Wayne Hagan and James Joubert alleging theories of negligence and trespass. MCI alleged that Joubert was negligently excavating with a backhoe in violation of the Louisiana Damage Prevention Act (Louisiana Underground Utilities and Facilities Damage Prevention Law), La.Rev.Stat. 40:1749.11 et seq.
According to the Court of Appeals, on January 20, 2006, defendant Joubert allegedly severed MCI's underground fiber-optic cable while using a backhoe on defendant Hagan's property. MCI contended at trial that the backhoe was being used to install a concrete boat ramp. Hagan and Joubert contended that in the week prior, the two friends decided to go duck hunting on property owned by Hagan. When hunting together, they typically launched an airboat from a boat ramp into a canal on the property. Joubert alleged that he went to Hagan's property on January 20, 2006, to see if Hagan had cleared driftwood from the canal, which needed to be done before they could launch the airboat. Joubert contended that he then drove Hagan's backhoe onto a concrete boat ramp to clear the driftwood before leaving the property. The defendants returned the next day to hunt and found MCI contractors on the property working on repairing the severed cable.
As evidence of Hagan's negligence, MCI asserted Hagan had violated the requirements of the Damage Prevention Act. Hagan asserted a counterclaim against MCI for trespass on his property. The district court ruled that MCI had failed to establish that it had a servitude over Hagan's property, but that MCI did have a right to keep its existing cable on Hagan's property due to the contents of the Act of Sale between Hagan and Illinois Central. The district court dismissed Hagan's counterclaim on these grounds. Hagan did not appeal from that ruling. The case was tried to a jury, which returned a verdict finding that Joubert and Hagan were not negligent. No other findings were made, according to the Court of Appeals, because the remaining jury questions submitted were all contingent on a finding of negligence on the part of at least one of the two defendants. The district court awarded attorneys' fees to Hagan and Joubert under the provision in the Damage Prevention Act that allows for such fees if the "excavators" prevail in a suit to enforce the act. La.Rev.Stat. 40:1749.14(F).
During the trial, MCI objected to the district court's refusal to submit to the jury MCI's proposed instruction regarding trespass to the cable. The district court judge responded that he felt "that it's a part of the negligence aspect of the case" and that because MCI did not have a servitude, he thought it was not "an appropriate charge." MCI's requested instruction on trespass reads in relevant part:
According to the Court of Appeals, the evidence presented at trial would, in its view, be sufficient to support a finding that the MCI cable was struck and damaged by movement of the backhoe intentionally made by Joubert as he operated it with Hagan's permission, and on his behalf, although Joubert and Hagan did not intend for the backhoe to strike the underground cable, which they did not see and the precise location of which they did not know. MCI contended the district court erred when it refused to submit to the jury its proposed instruction on trespass and the requisite intent therefor. MCI's view was that Louisiana law defines trespass as an unlawful physical invasion of property in the possession of another, and the only intent required is the trespasser's intent to perform the act which constitutes the trespass.
Because the district court ruled before trial that MCI did not have a servitude, the Court of Appeals found MCI was not entitled to recover for a trespass to land. However, though MCI apparently did not assert as much, the Court of Appeals opined that MCI may be entitled to have
In deciding to invoke the certification privilege granted by Louisiana Supreme Court Rule XII, the Court of Appeals reasoned that, if MCI's requested jury instruction was a substantially correct statement of Louisiana law, then it was reversible error for the trial court not to have given that instruction, and MCI would be entitled to a new trial on the theory of trespass. Otherwise, if the requested jury instruction is not a substantially correct statement of Louisiana law, a new trial on the merits would not be required.
Inherent in the Fifth Circuit's question is whether Louisiana law provides for a distinct tort of trespass to movables akin to that of the common law claim of trespass to chattels. As the Fifth Circuit noted, MCI did not cite, nor does it do so in this court, to any Louisiana court cases that deal specifically with the intent standard for trespass to chattels. More pertinently, however, MCI has not cited to any Louisiana case recognizing a tort of trespass to chattels, much less one in the form of a trespass to underground cable, which the Fifth Circuit understandably presumed was a chattel, or a movable under Louisiana law, rather than immovable property. It is this latter issue on which our decision today turns.
In its presentation to this court, MCI makes two arguments. MCI first argues that it has some possessory interest in Mr. Hagan's immovable property by virtue of either the agreement among MCI's and Mr. Hagan's predecessors, which agreement was perpetuated in the Act of Cash Sale, or, as MCI stressed in oral argument, simply because of its cable's physical proximity to and direct contact with the dirt underlying Mr. Hagan's property.
MCI next argues that it can recover in trespass regardless of whether Hagan and Joubert were negligent so long as they intended to perform the act of operating the backhoe, which resulted in the trespass, i.e., contact with its cable or that portion of Mr. Hagan's land in which MCI had some possessory interest. However, the issue of whether MCI had some possessory interest in the property has already been resolved against MCI.
Essentially, the Fifth Circuit's inquiry is whether Louisiana law recognizes a distinct tort of "trespass to chattels" and, if so, can a "trespass to chattels" be committed inadvertently if it results from an otherwise intentional act. No party has cited to any case or treatise discussing the common law claim of trespass to chattels. Black's Law Dictionary defines trespass to chattels as "[t]he act of committing without lawful justification, any act of direct physical interference with a chattel possessed by another. The act must amount to a direct forcible injury." Black's Law Dictionary, p. 1643 (9th ed.2009). Some Louisiana commentators have discussed the claim of trespass to chattels. "Trespass to chattels is the intentional intermeddling with a chattel (movable) in the possession of another that damages the chattel, reduces its value, or
We therefore answer the question certified to us in the negative: The proposed jury instruction in this case, which states in part that "[a] Defendant may be held liable for an inadvertent trespass resulting from an intentional act," is not a correct statement of Louisiana law when the "trespass" at issue is the severing of an underground cable located on property owned by one of the alleged trespassers, and the property is not subject to a servitude by the owners of the underground cable but only to the contractual right to keep it, as an existing cable, underneath the property.
We answer the certified question as set forth in this opinion. Pursuant to Rule XII, Supreme Court of Louisiana, the judgment rendered by this court upon the question certified shall be sent by the clerk of this court under its seal to the United States Court of Appeals for the Fifth Circuit and to the parties.
Following the giving of statutory notice, the regional notification center notifies "all member operators having underground facilities in or near the site of the proposed excavation." La.Rev.Stat. 40:1749.14(B). The operator then must provide the excavator with the specific location and type of underground facilities and may visit the site and mark the location and type of utilities involved. See La. Rev.Stat. 40:1749.14(C). La.Rev.Stat. 40:1749.20 sets forth civil penalties for excavators who violate these provisions. La.Rev. Stat. 40:1749.21(A) further provides: "Except as otherwise specifically provided herein, the provisions of this Part shall not affect any civil remedies for personal injury or property damage, including damage to underground facilities or utilities."
Restatement (Second) of Torts, § 218 (1965).
2 A.N. Yiannopoulos, Louisiana Civil Law Treatise; Property § 346, p. 687(4th ed.2001) (footnotes omitted).
Additionally, and perhaps more pertinently, Comment (b) to § 217 of the Restatement (Second) of Torts explains:
Restatement (Second) of Torts, Ch. 9, § 217, pp. 417-18 (1965).