Albritton v. Albritton

622 So. 2d 709, 1993 WL 189001
CourtLouisiana Court of Appeal
DecidedMay 28, 1993
Docket92 CA 0255
StatusPublished
Cited by9 cases

This text of 622 So. 2d 709 (Albritton v. Albritton) 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
Albritton v. Albritton, 622 So. 2d 709, 1993 WL 189001 (La. Ct. App. 1993).

Opinion

622 So.2d 709 (1993)

Alvin H. ALBRITTON
v.
A. Stirling ALBRITTON and Hallie H. Box.

No. 92 CA 0255.

Court of Appeal of Louisiana, First Circuit.

May 28, 1993.
Rehearing Denied August 4, 1993.

*710 John Dale Powers, Baton Rouge, for plaintiff-appellant Alvin H. Albritton.

Claude F. Reynaud, Jr., Baton Rouge, for defendant-appellant A. Stirling Albritton, et al.

Before WATKINS, CRAIN and GONZALES, JJ.

WATKINS, Judge.

The instant appeal arose out of a rule to remove the trustees of the Alvin R. Albritton Trust, which was under attack by the plaintiff, beneficiary Alvin H. Albritton. Alvin H. Albritton originally brought this suit seeking to have an extension of the trust declared invalid. During the litigation the instant rule was filed in an effort to remove the trustees. Prior to the final determination of the original matter concerning the validity of the trust extension, a hearing was held on the instant rule wherein the trial court dismissed the plaintiff's rule and further ordered that the trustees reimburse the trust for one-half of the attorney's fees incurred in defense of the removal action. The court also ordered one-half of the court costs to be paid by the plaintiff and the other one-half to be paid by the trustees and the trust. Both parties have appealed that judgment.

Pertinent background facts are necessary for a complete understanding of the instant appeal. Plaintiff, the grandson of Alvin R. Albritton, was bequeathed an undivided one-fourth interest in the naked ownership of his grandfather's residuary estate. The naked ownership interest was placed into an irrevocable testamentary spendthrift trust with plaintiff's father, Dr. A. Stirling Albritton, and uncle, William Louis Albritton, named as trustees; the plaintiff's father and uncle also received a lifetime usufruct over the property in *711 trust.[1] The trust was set to terminate in two stages: one-half of the trust would terminate on plaintiff's twenty-first birthday (January 23, 1973); the other half would terminate on plaintiff's twenty-sixth birthday (January 23, 1978). On September 21, 1972, approximately four months before the plaintiff's twenty-first birthday, the plaintiff, at the request of his father, signed as settlor and beneficiary a document entitled "Extension of Trust,"[2] which purportedly extended the trust for the plaintiff's lifetime.[3] In addition to plaintiff's signature, the document contained the signatures of plaintiff's father and uncle as co-trustees and a notary and two witnesses. On January 12, 1973, the trial judge signed an ex parte order upon petition of the trustees, which purported to validate the trust extension.

On January 12, 1988, sixteen years after the purported extension was executed, the plaintiff filed suit against the trustees,[4] seeking a declaration that the agreement executed by him on September 21, 1972, was of no force and effect, or alternatively, that any trust created in connection therewith should be terminated and annulled. The plaintiff alleged that he signed the extension based on his father's representation that all the grandchildren would execute lifetime extensions in order to keep the family property from being partitioned, particularly a tract known as Stoney Point. The document was prepared by the attorney for the trustees and was signed by the plaintiff without advice of counsel. In response to plaintiff's petition, the defendants filed a peremptory exception raising the exception of prescription.

After a hearing the trial judge sustained the exception of prescription and dismissed plaintiff's claims. We affirmed this decision finding that although the provisions of the trust extension violated the trust code, the extension was not an absolute nullity. We agreed with the trial court's conclusion that the trust extension was merely a relative nullity and that the five year prescriptive period applicable to relatively null contracts, as set out in LSA-C.C. art. 2032, was applicable. Since the instant appeal was lodged, the Louisiana Supreme Court in Albritton v. Albritton, 600 So.2d 1328, 1331 (La.1992), reversed our decision in the original matter and remanded the case to the trial court. The court determined that the trust extension was contrary to the settlor's intent and to the rules expressed in the trust code in LSA-R.S. 9:2021[5] and LSA-R.S. 9:2025[6]. Consequently the court concluded that the extension of the trust *712 was an absolute nullity, which is imprescriptible. The court further determined that the attempt to create a new trust must also be considered an absolute nullity. The court explained that the spendthrift provisions of the trust prohibited the beneficiary from transferring, assigning, or encumbering his interest in the trust; therefore the attempt to create a new trust during the existence of the prior trust was in violation of the concept of spendthrift trust and in violation of the settlor's intent. The court remanded the matter to the trial court. During this time the removal action has proceeded to this court on appeal wherein the parties allege the following errors.

Plaintiff assigned the following errors:

1. The trial court erred in denying plaintiff's motion to remove the trustees.
2. The trial court erred in ordering the trustees to reimburse the trust for only ½ of the monies used to pay the trustees' attorney's fees.
3. The trial court erred in ordering plaintiff to pay ½ of the court costs.

Defendants assigned the following errors:

1. The trial court erred in failing to assess 100% of the trustees' attorney's fees to the trust.
2. The trial court erred in assessing the trustees with ¼ of the court costs in this proceeding.

By joint stipulation to this court the parties conceded that the decision of the Louisiana Supreme Court with regard to the trust extension made moot the issue of removal in the instant matter. However, the parties continue to assert their alleged errors with regard to attorney's fees and costs. Because the entitlement to attorney's fees in a removal action is largely dependent upon the outcome of the removal action, we must first review the trial court's decision with regard to the removal of the trustees.[7]

The trial court's oral reasons for judgment provide in pertinent part as follows:

[T]he trustee arrangement comes about from will of the grandfather and a subsequent event at which that trustee (sic) was created anew or extended and the court has ruled on that and even for a long time after that was done, the '72 extension or creation of a new trust, there was no problems on the scene like we have now.... Alvin and his father were on good terms at the time he agreed to extend or create a new trust and the merits of that and why he did it is really not before the court and didn't get before the court in the other case. It was questioned that the action was not brought timely, that was my ruling even though I realized, as a jurist and as a person, the seriousness of that event that put Alvin's interest in his grandfather's estate in trust not only for his father's life but for his life, there's no question, that was written out clearly and it was done. The reason why it was done is another story. But, anyway, for a period after that there was good relationships.... The law says hostility, conflict alone will not be sufficient cause to remove trustees.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Cook v. Marshall
E.D. Louisiana, 2023
In re Harrier Trust
264 So. 3d 526 (Louisiana Court of Appeal, 2019)
In re Eleanor Pierce (Marshall) Stevens Living Trust
159 So. 3d 1101 (Louisiana Court of Appeal, 2015)
Thomas v. Kneipp
986 So. 2d 175 (Louisiana Court of Appeal, 2008)
Mashburn Marital Trusts v. Mashburn Family Trust
951 So. 2d 1136 (Louisiana Court of Appeal, 2006)
In re Mary Belsom Welsh Qualified Trust
696 So. 2d 549 (Supreme Court of Louisiana, 1997)

Cite This Page — Counsel Stack

Bluebook (online)
622 So. 2d 709, 1993 WL 189001, Counsel Stack Legal Research, https://law.counselstack.com/opinion/albritton-v-albritton-lactapp-1993.