Crain v. Crain

175 So. 2d 665, 1965 La. App. LEXIS 4077
CourtLouisiana Court of Appeal
DecidedMay 24, 1965
DocketNo. 6389
StatusPublished
Cited by4 cases

This text of 175 So. 2d 665 (Crain v. Crain) 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
Crain v. Crain, 175 So. 2d 665, 1965 La. App. LEXIS 4077 (La. Ct. App. 1965).

Opinion

REID, Judge.

This is a suit brought by eight of the forced heirs of W. J. Crain and Julia Warner Crain against two other forced heirs seeking to annul and set aside as simulations and donations in disguise two certain sales made by W. J. Crain and Julia Warner Crain to the defendants. After trial on the merits the Court rendered judgment in favor of the defendants W. Edmond Crain and J. Berkley Crain, dismissing plaintiffs’ suit at their cost. It is from that judgment this appeal has been taken.

The facts show that on February 18, 1953 W. J. Crain and his wife Julia Warner Crain executed two private acts of sale to W. Edmond Crain and J. Berkley Crain, respectively, for a recited consideration of $3000.00 represented by one promissory note for said amount. In each deed the vendors retained a life usufruct of the property conveyed. The property conveyed was all of the property owned by vendors. The two deeds were not recorded until after the death of the father, on or about October 12, 1962. The mother had died in 1957. The facts further show that after the deeds were executed they were placed in W. Edmond Crain’s lock box and the two notes were placed in W. J. Crain’s lock box, to which his son Jesse D. Crain had access. The record shows no payments were made on the principal of the two promissory notes until after the death of W. J. Crain, at which time each of the defendants gave his check in the amount of $3000.00 in payment of said notes representing the purchase price. The checks were given to Jesse D. Crain, the unofficial administrator of his father’s estate, who then proceeded to pay certain of the heirs for their pro rata share, including the defendants themselves who received the sum of $516.00 as their share of the so-called purchase price. Both notes were filed in evidence and show credits for interest at various intervals, which interest the defendants said was paid not by cash but by services.

The testimony shows the father and mother retained possession of the property until the death of the mother, Julia Warner Crain, in 1957 and then W. J. Crain remained in actual physical possession of the property until one year prior to his death when he moved to the home of one of his children. From 1953 until 1962 W. J. Crain signed the homestead exemption on the property each year and continued to use the land and raise cows and chickens.

The defendant William Edmond Crain testified he received 125 acres of land and admitted he put the deed in the lock box and filed it of record only after his father’s death in October of 1962. The record shows that in 1945 William Edmond Crain had purchased an adjoining 14.44 acres from his father for $1000.00 or $69.25 per acre-compared to 125 acres for $3000.00 shown as the consideration for the sale under attack herein. Edmond Crain admitted his father and mother lived on the land until the mother died and the father continued to live there until shortly before his death and that each year he took his father to the courthouse to sign his homestead exemption. He admitted he had used a portion of the land to build up a corn base with the Government and had reported to the Government he was renting a portion of the land from his father W. J. Crain. He attempted to claim he had spent as much as $5000.00 in maintaining the land, but his proof on this point was sadly lacking. In fact he introduced in evidence one receipt purportedly for money spent on the land which was dated May 5, 1953 but the printed form of receipt used clearly showed “196-” printed thereon, and Edmond Crain admitted he must have been wrong.

J. Berkley Crain, the other defendant, testified he received 35 acres known as the home place and an additional 27 acres. He [667]*667corroborated the testimony of his brother Edmond as to possession and signing of the homestead exemption. He also admitted the credits shown as payment of interest were not paid in cash and alleged the same represented services to his father.

Lennie Rae Crain Seal, a granddaughter of W. J. Crain, testified she had heard her grandfather say the property was his land.

Harvey Crain, one of the plaintiffs, testified his father lived on the land until one year before he died, that at all times he maintained the property was his and when asked shortly after his mother’s death if he had transferred the property, his father had said he had not.

Della Crain Tynes, who lived near her father, testified that her father had never told her he had sold his land to Edmond or Berkley and in fact had himself farmed the land even though he was 90 years of age and had even helped the defendants with their crops. She testified that Jesse D. Crain, the unofficial administrator, had not offered to pay her her share of the purchase price.

Victor J. Crain testified he had asked his father shortly after his mother’s death whether or not he had transferred the property and his father had denied doing so, but had said wills were made under which the property was to go to the defendants and they were to pay the other children for their share of the property. He further testified:

“A: Yes sir, and I asked him about— at mother’s point of death we were all there for a whole week and I live in Baton Rouge and stay in Baton Rouge and tend to my own business and know nothing about what happens over here in Washington Parish was the reason I wanted to see my father about it and he said, well — he broke down and went to crying and he said ‘I wish I hadn’t signed it, I wished I hadn’t had nothing to do with it’ and I said ‘go tear the thing up is what I would do’ and he says ‘I can’t, mother’s name is on the will.’ ”

The claim of the plaintiffs that W. J. Crain treated this as a will was certified by Charles Norman Crain, a grandson, who stated his grandfather had told him he made a will, that the defendants were to get the land and were to pay the other children out of the proceeds and that the grandson’s share would be about $600.00.

Jesse D. Crain, who acted as the unofficial administrator, testified on cross examination that his father had deeded the land to his two brothers because that was the way his father “wanted it done because he knew that a will was no good in Louisiana” and “that was his way of leaving his property to his two sons Berkley and Edmond.” This testimony by Jesse D. Crain is important, insofar as showing that actually what W. J. Crain intended to do was to use this method to evade the laws on forced heirship in Louisiana, because he is not a party at interest in the said suit.

The Trial Judge said the facts did not reflect the deeds were simulations because the consideration had been paid after the death of W. J. Crain and because W. J. Crain had discussed the matter with several of his children and “he gave deeds to the defendants herein because he wanted them to have the property, and it was he who fixed the conditions of the sale insofar as payment is concerned.” He further held that the consideration paid for the property could not be considered less than one quarter of the actual value because the plaintiffs’ expert witness “offered no sales of comparable property to bolster his opinion” and the defendants had offered sales indicating a fair price.

It is difficult to see how the Trial Judge reached the conclusion he did. There is no question but what the sales were simulated. The facts as admitted by the defendants clearly show that what the defendants’ father wanted to do was to avoid the Louisiana laws on forced heirship. The [668]*668record is clear that W. J.

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Related

Miles v. Miles
328 So. 2d 394 (Louisiana Court of Appeal, 1976)
Succession of Simpson
311 So. 2d 67 (Louisiana Court of Appeal, 1975)
Succession of Elrod v. Elrod
218 So. 2d 83 (Louisiana Court of Appeal, 1969)
Crain v. Crain
206 So. 2d 521 (Louisiana Court of Appeal, 1968)

Cite This Page — Counsel Stack

Bluebook (online)
175 So. 2d 665, 1965 La. App. LEXIS 4077, Counsel Stack Legal Research, https://law.counselstack.com/opinion/crain-v-crain-lactapp-1965.