Anding v. Anding

859 So. 2d 901, 2003 WL 22439650
CourtLouisiana Court of Appeal
DecidedOctober 29, 2003
Docket37,778-CA
StatusPublished
Cited by3 cases

This text of 859 So. 2d 901 (Anding v. Anding) 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
Anding v. Anding, 859 So. 2d 901, 2003 WL 22439650 (La. Ct. App. 2003).

Opinion

859 So.2d 901 (2003)

Inez L. ANDING, et al., Plaintiff-Appellant,
v.
Alvin B. ANDING, Sr., et ux., Defendant-Appellee.

No. 37,778-CA.

Court of Appeal of Louisiana, Second Circuit.

October 29, 2003.

Noah, Smith, Mitchell & Johnson, L.L.P., by Jay B. Mitchell, for Appellant Inez L. Anding, et al.

Hayes, Harkey, Smith & Cascio, LLP, by C. Joseph Roberts, III, for Appellee Albert B. Anding, Sr., et ux.

Before CARAWAY, DREW and MOORE, JJ.

MOORE, J.

Plaintiffs appeal a judgment granting the defendant's motion for summary judgment to uphold a dation en paiement by which they conveyed to him their interest in the immovable property of their father's succession and denying their own motion for summary judgment declaring that the *902 dation was an absolute nullity. For the reasons set forth below, we affirm.

FACTS

The plaintiffs, Inez L. Anding, Ray Randolph Anding, Sr., Beatri Anding Albritton, Gloria Anding Albritton, and the defendant,[1] Alvin "Burt" Anding, Sr., are children of Lee Randolph Anding, who died on May 6, 1999. The deceased left a will directing the children to "share and share alike."

On June 16, 1998, approximately one year prior to his father's death, defendant obtained a judgment against his father. The judgment remained unsatisfied at the time of Lee Anding's death, and, as a result, the defendant is the prime creditor of the succession. It is alleged that the amount of the judgment exceeds the value of the succession.

Plaintiffs allege that in December of 1999, several months after the death of their father, and after their sister Inez was qualified as executrix of the succession, defendant approached his brothers and sisters regarding his status as the primary judgment creditor of their father's succession. He offered to release each of his brothers and sisters from "their share" of their father's debt if they would relinquish their interest in the immovable property of the succession, which consisted of several tracts of land totaling approximately 650 acres, while leaving the remaining movable property among them to "share and share alike." Four of the brothers and sisters,[2] the plaintiffs in this action, agreed to the proposal and during the three-day period of December 21-23, 1999 executed a dation en paiement, which was captioned "Act of Giving in Payment" (hereinafter, "Act" or "dation"). In the Act, each legatee conveyed his or her interest in the described tracts of immovable property to the defendant in exchange for "extinguishment" and "full acquittance and discharge" by defendant "of each of their respective virile portions of the indebtedness" ... "by virtue of their status as the legal heirs of Lee Anding."

For reasons undisclosed, plaintiffs subsequently filed a petition alleging several grounds to have the Act declared null and void. These claims, except one, have since been abandoned. Plaintiffs' sole claim upon which they based their motion for summary judgment is that, as a matter of law, the dation or Act is an absolute nullity because it purports to convey "a specific piece or pieces of property" belonging to the succession of their father after the succession representative was qualified, but before the administration of the succession was complete, citing Succession of Stoufflet, 95-0116 (La.App. 1st Cir.11/9/95), 665 So.2d 98, writ denied, 95-2937 (La.2/16/96), 667 So.2d 1052.[3]

Defendant opposed the motion, arguing that the rule of Succession of Stoufflet was legislatively supplanted by La. C.C. art. 938 which took effect on July 1, 1999 and filed a cross-motion for summary judgment declaring that the December 1999 dation is valid and enforceable.

*903 The trial court granted the defendant's cross-motion for summary judgment and upheld the dation, stating in the judgment that the "retroactivity aspect" of the case favored the defendant. The court was referring to the legislatively mandated retroactive application of a 2001 amendment to La. C.C. art. 938. No separate written reasons for judgment were assigned. Plaintiffs filed this appeal.

DISCUSSION

Summary judgment procedure is designed to secure the just, speedy, and inexpensive determination of every action, except those disallowed by law; the procedure is favored and must be construed to accomplish these ends. La. C.C.P. art. 966(A)(2); Yarbrough v. Federal Land Bank of Jackson, 31,815 (La.App.2d Cir.03/31/99), 731 So.2d 482. The motion should be granted only if the pleadings, depositions, answers to interrogatories and admissions on file, together with affidavits, show that there is no genuine issue of material fact and that the mover is entitled to judgment as a matter of law. La. C.C.P. art. 966(B); Leckie v. Auger Timber Co., 30,103 (La.App.2d Cir.01/21/98), 707 So.2d 459. The burden of proof remains with the mover. La. C.C.P. art. 966(C)(2). When a motion is made and supported, as required by La. C.C.P. art. 966, an adverse party may not rest on the mere allegations or denials of his pleadings, but his response must set forth specific facts showing a genuine issue for trial. Otherwise, summary judgment, if appropriate, shall be rendered against him. La. C.C.P. art. 967. Appellate courts review summary judgments de novo under the same criteria that govern the district court's consideration of whether summary judgment is appropriate. Kennedy v. Holder, 33,346 (La.App.2d Cir.05/10/00), 760 So.2d 587; Yarbrough, 731 So.2d at 487; Bockman v. Caraway, 29,436 (La.App.2d Cir.04/02/97), 691 So.2d 815.

In this instance, both sides concede there are no material facts in dispute and both sides submit that the legal question, namely, the alleged absolute nullity of the dation, is governed by La. C.C. art. 938. Article 938 was enacted as part of the 1997 Revision of the Louisiana Law of Successions that became effective July 1, 1999. Although this article was not in the Code of 1870, the comments make it clear that the new article is consistent with the principles expressed in Civil Code Articles 2513 and 2650 which deal with warranty in the sale of succession rights. These sales were expressly permitted under former Civil Code article 2449 (1870),[4] now Civil Code article 2448.

As originally enacted in 1997, and at the time the dation was executed, Article 938 read:

Prior to the qualification of a succession representative, a successor may exercise rights of ownership with respect to his interests in the estate. Upon qualification of a succession representative, the exercise of those rights is subject to administration of the estate.

Defendant argues that the statutory language in Article 938 and the comments to the article support their position that the article authorizes an heir to exercise his ownership rights with respect to his or her interests in the estate, including entering into the type of transaction and conveyance that occurred in this case dealing with a thing of the estate. In support of *904 this reading of the article, the legislature amended Article 938 by 2001 Act No. 556, clearly authorizing an heir to deal with a "thing" in the estate. The amended version of Article 938 reads:

A. Prior to the qualification of a succession representative, a successor may exercise rights of ownership with respect to his interests in a thing of the estate as well as his interest in the estate as a whole.
B.

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Cite This Page — Counsel Stack

Bluebook (online)
859 So. 2d 901, 2003 WL 22439650, Counsel Stack Legal Research, https://law.counselstack.com/opinion/anding-v-anding-lactapp-2003.