Bagala v. Bagala

110 So. 2d 526, 237 La. 60, 1959 La. LEXIS 985
CourtSupreme Court of Louisiana
DecidedMarch 23, 1959
Docket43604
StatusPublished
Cited by16 cases

This text of 110 So. 2d 526 (Bagala v. Bagala) is published on Counsel Stack Legal Research, covering Supreme Court of Louisiana primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bagala v. Bagala, 110 So. 2d 526, 237 La. 60, 1959 La. LEXIS 985 (La. 1959).

Opinion

HAWTHORNE, Justice.

This is a suit by two brothers, Pascal J. and Rocco Bagala, against another brother, Joseph Bagala, and his mortgagee, Odón B. Ducos. 1 Plaintiffs seek to be recognized and declared to be the owners of an undivided two-thirds interest in an improved tract of land in the Parish of Lafourche. 2 They also seek judgment for their proportionate share of the revenues produced from the property from July 1, 1947, cancellation of the existing mortgage placed on the property. by Joseph Bagala, and removal of cer *63 tain improvements from the land. After trial on the merits plaintiffs’ suit was dismissed, and they have appealed.

The tract of land here involved was acquired by Francisco Bagala before his marriage in 1911 to Stella Tavella. In 1912, after his marriage, Francisco Bagala executed a deed conveying the property to Duard Eymard for a recited consideration of $600 in cash. On the same day, before the same notary, and in the presence of the same witnesses Eymard reconveyed the property to Francisco Bagala for $601. This latter instrument recites that $1 is paid in cash and the balance of $600 is payable one year from date, the credit portion being represented by a promissory note.

Francisco Bagala’s wife, with whom he had lived under the regime of the community of acquets and gains, died in December of 1940. On July 1, 1947, Francisco Bagala conveyed this property to one of his sons, the defendant Joseph Bagala, for a recited consideration of $5,000. Francisco Bagala died intestate on March 4, 1949, survived by three sons, two of whom are the plaintiffs and the other the defendant.

It is appellants’ contention that the signature of their father on the deed conveying the property to their brother is a forgery. In the alternative they argue that if it be found that he actually signed the instrument, their brother paid no consideration whatever for the property and that therefore the sale was a simulated one and consequently null and void. They further contend in the alternative that in the event it be held that the instrument was not forged and the sale not a simulated one, the property conveyed by their father after the death of their mother was community property, and their father could therefore convey to the defendant only an undivided one-half interest.

Plaintiffs have failed to prove that the signature of their father to the 1947 deed in which he conveyed the land to their brother Joseph was a forgery. The trial judge found that the signature on the deed was identical with the signature on certain other documents offered by the plaintiffs themselves which they identified as being the true and genuine signature of their deceased father. These documents are in typewritten form in the transcript, but the trial judge had before him photostatic copies of the documents. Under these circumstances we cannot say he erred in his finding. Moreover, the notary public and the two witnesses to the instrument testified that they were present and saw Francisco Bagala execute and sign the deed conveying the property to his son.

Moreover, plaintiffs are not entitled to have the deed set aside on the ground that their brother paid no consideration whatever for the property and that hence it was a pure simulation. In this con *65 nection it is necessary for us to say only that the record discloses, as found by the trial judge, that the defendant gave his father a check for $1,700, which was made payable to the order of the father and endorsed and cashed by him, and that the check was given as a part of the purchase price. This fact alone is sufficient to show that the conveyance here under attack was not a simulation, for under the well established jurisprudence of this state if any consideration however small is given for the property, the conveyance is not a simulation. Succession of Quaglino, 232 La. 870, 95 So.2d 481, and authorities there cited; Spiers v. Davidson, 233 La. 239, 96 So.2d 502.

It is not disputed that Francisco Bagala acquired the property here involved before his marriage, and that it was his separate property. After his marriage, as pointed out above, he conveyed the property to Duard Eymard for $600, and Eymard on the same day and before the same notary and the same witnesses reconveyed the property to Bagala for $601 by an act which recites that $1 is paid in cash and $600 payable one year after date, the credit portion being represented by a promissory note for a like amount. The latter act does not contain the dual declaration that the property was being acquired by Bagala with his separate funds and for his separate estate. The issue then is whether this transaction, changed the character of the property from separate property to property belonging to the community of acquets and gains existing between Bagala and his wife.

In support of their contention that the property belonged to the community plaintiffs rely on the well established principle of law prevailing in this state that the acquisition of property by the husband during marriage without a declaration in the deed that the property is acquired with the husband’s separate funds for his separate estate conclusively precludes the husband from later contending that the property does not belong to the community. Slaton v. King, 214 La. 89, 36 So.2d 648. Otherwise stated, in the case of the husband the presumption in favor of the community is juris et de jure when real estate is purchased by him without the dual declaration in the deed that the property is acquired with his separate funds and for his separate estate.

The principle of law relied upon by appellants is without application to the facts of the instant case, for here there was no acquisition by the husband during the existence of the community by the sale and re- i sale of the property.

In Ruffino v. Hunt, 234 La. 91, 99 So.2d 34, 36, the property was acquired by the husband before marriage. After marriage he borrowed money on the property from a *67 building and loan association, each loan being effected by a transaction of sale and resale to and from the homestead association. In that case this court said:

“It is defendant’s contention that, notwithstanding its purchase prior to the marriage, Lot 13 became community property as the result of the sales and resales to and from the homestead in which resales plaintiff did not declare that he was purchasing the property with his separate funds and for his separate estate.
“The proposition is not tenable. Article 2402 of the Civil Code provides that the community ‘ * * * consists of the profits of all of the effects of which the husband has the administration and enjoyment, * * of the produce of the reciprocal industry and labor of both husband and wife, and of the estate which they may acquire during the marriage, either by donations made jointly to them both, or by purchase, or in any other similar way. * * * ’.
“As applied to this case, the key word of the article is 'acquired’ [sic], which we have [italicized].

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Bluebook (online)
110 So. 2d 526, 237 La. 60, 1959 La. LEXIS 985, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bagala-v-bagala-la-1959.