Burkes v. Barbour

364 So. 2d 1059
CourtLouisiana Court of Appeal
DecidedOctober 30, 1978
Docket13677
StatusPublished
Cited by3 cases

This text of 364 So. 2d 1059 (Burkes v. Barbour) 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
Burkes v. Barbour, 364 So. 2d 1059 (La. Ct. App. 1978).

Opinion

364 So.2d 1059 (1978)

Dave Willis BURKES and Renda C. Burkes, Plaintiffs-Appellees,
v.
Minerva BARBOUR, Defendant-Appellant.

No. 13677.

Court of Appeal of Louisiana, Second Circuit.

October 30, 1978.

*1060 Paul Henry Kidd, Monroe, for defendant-appellant.

Patrick H. Wright, Jr., Monroe, for plaintiffs-appellees.

Before HALL, MARVIN and JONES, JJ.

JONES, Judge.

Defendant, Minerva Barbour, appeals a judgment denying her ownership of an account in the name of Dewitt Burkes (now deceased) or Minerva Barbour in Peoples Homestead & Savings Association. In the judgment appealed from plaintiffs were awarded attorney fees against the defendant because of her refusal to surrender to them the savings account book following their demand for it after having been recognized as owners of the account in the judgment of possession in the Succession of Dewitt Burkes.

We reject the plaintiffs' claim for attorney fees and as modified, affirm the judgment.

The decedent established the optional share account in the Peoples Homestead Savings Association December 27, 1963 and was issued Stock Certificate No. 10814[1] in his name alone for 100 optional payment shares. This stock certificate was retained in the possession of Peoples Homestead Savings Association. Peoples Homestead delivered to decedent a savings book reflecting his ownership of the account.

On December 14, 1976, at a time when decedent had approximately $2400 on deposit in his account, he went to the Peoples Homestead office accompanied by defendant and added her name to the account. This was accomplished by his execution of an ASSIGNMENT SEPARATE FROM THE CERTIFICATE reading as follows:

"FOR VALUE RECEIVED, I Dewitt Burkes, hereby sell, assign and transfer unto Dewitt Burkes or Minerva Barbour all of my shares of the Capital Stock of the Peoples Homestead & Savings Association Standing in Dewitt Burkes name on the books of said association, represented by Certificate No. 10-10814 herewith and do irrevocably constitute and appoint the President attorney to transfer the said stock on the Books of the within named Company with full power of substitution in the premises.

Dated 12/14/76 IN PRESENCE OF Dewitt Burkes/s Marilyn Davidson/s Dewitt Burkes

*1061 At the time of this transaction, defendant's name was added to the savings account book and the records of the association were changed to reflect the defendant's name on the account, and as such, entitled to make deposits and withdrawals. A signature card was prepared and the signature of defendant was obtained and this card was added to the records of the account. Though it was the customary practice of the Peoples Homestead to add the name of an "added or account holder" to the optional share certificate at the time the account owner made the assignment, this was not done in this instance. The defendant's name was added to the certificate several months after the death of Dewitt Burkes. On December 14, 1976, decedent delivered to defendant the account book. Defendant never made any deposits or withdrawals from the account.

The decedent, an elderly man who was in poor health, had moved into the home of defendant following his discharge from the hospital on September 13, 1976. Decedent and defendant, prior to this time, had been good friends. Decedent lived in the home of defendant until his death on December 30, 1976.

During decedent's stay in defendant's home, she cleaned his clothes, prepared his food, carried him to the doctor, gave him his medicine and otherwise, generally provided for his needs. During this period of some 10 weeks, defendant received from the deceased approximately $4300 in cash.

Plaintiffs in this suit, children of the decedent, following the death of their father, were recognized as his sole heirs by an ex parte judgment of possession. Included among their father's property in which they were sent into possession, was the Peoples Homestead & Savings Association account on which defendant's name had been placed and which savings book representing this account was in possession of the defendant at the time of plaintiffs' father's death.

Following the possession judgment, plaintiffs made demand upon defendant for the savings account book but she declined to surrender it to them. Plaintiffs instituted this suit against defendant styled "Petition for Declaratory Judgment and Damages", wherein they sought to be recognized as owners of the Peoples Homestead & Savings Association account which was in the name of their father and Minerva Barbour at the time of his death and sought possession of the account book, damages, and attorney fees from the defendant because of her refusal to voluntarily release the account book to them. The defendant answered the suit contending that she had received the account from decedent by a gratuitous inter vivos donation or in the alternative, that she was the owner of the account by virtue of a remunerative donation.

The trial court denied defendant's claim to ownership finding it to be neither a gratuitous donation nor a remunerative donation and recognized the plaintiffs as owners of the account. Plaintiffs were awarded a judgment of $750 attorney fees because defendant failed to deliver to them the book representing the account after the rendition of the judgment of possession.

The issues are: (1) did defendant acquire ownership of the account either by a gratuitous or remunerative donation? and (2) if defendant was not the owner of the account, is she liable for attorney fees because of her refusal to surrender the account book?

The resolution of these issues require consideration of the following articles of the Civil Code:

C.C. Art. 1468 — "A donation inter vivos (between living persons) is an act by which the donor divests himself, at present and irrevocably, of the thing given, in favor of the donee who accepts it."
C.C. Art. 1523 — "There are three kinds of donations inter vivos: The donation purely gratuitous, or that which is made without condition and merely from liberality;
*1062 The onerous donation, or that which is burdened with charges imposed on the donee;
The remunerative donation, or that the object of which is to recompense for services rendered."
C.C. Art. 1525 — "The remunerative donation is not a real donation, if the value of the services to be recompensed thereby being appreciated in money, should be little inferior to that of the gift."
C.C. Art. 1526 — "In consequence, the rules peculiar to donations inter vivos do not apply to onerous and remunerative donations, except when the value of the object given exceeds by one-half that of the charges or of the services."
C.C. Art. 1536 — "An act shall be passed before a notary public and two witnesses of every donation inter vivos of immovable property or incorporeal things, such as rents, credits, rights or actions, under the penalty of nullity."
C.C. Art. 1538 — "A donation inter vivos, even of (corporeal) movable effects, will not be valid, unless an act be passed of the same, as is before prescribed. Such an act ought to contain a detailed estimate of the effects given."
C.C. Art. 1539 — "The manual gift, that is, the giving of corporeal movable effects, accompanied by a real delivery, is not subject to any formality."

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Bluebook (online)
364 So. 2d 1059, Counsel Stack Legal Research, https://law.counselstack.com/opinion/burkes-v-barbour-lactapp-1978.