Davis v. Radoste

75 So. 2d 230, 226 La. 160
CourtSupreme Court of Louisiana
DecidedJuly 2, 1954
DocketNos. 41453, 41574
StatusPublished

This text of 75 So. 2d 230 (Davis v. Radoste) 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
Davis v. Radoste, 75 So. 2d 230, 226 La. 160 (La. 1954).

Opinion

HAMITER, Justice.

Mrs. Concordia Lorenz Davis, a widow, instituted this suit in forma pauperis to recover a judgment condemning Stephen J. Radoste to pay her the sum of $24,616.99 and, further, ordering him to return one set of table silverware of the value of $100 and some pieces of jewelry worth $47.

Allegedly,' the first mentioned amount represents funds which plaintiff entrusted to defendant, without any intention of parting title thereto, "so that same would be subject to petitioner’s use and control”, he having obtained possession of $20,000 thereof on March 20, 1950 and of the remaining $4,616.99 on October 22, 1951. Alternatively, in the event it be held that title to the funds was conveyed, plaintiff averred that the transactions constituted an illegal donation omnium bonorum, she having failed to reserve assets of a sufficient amount for her subsistence. The silverware and jewelry, she further alleged, was borrowed from her by defendant.

. Denying in his answer that he is indebted .to plaintiff, and praying that the suit be dismissed, defendant affirmatively averred .that on the respective dates recited above he obtained from her $15,000 as a remunerative donation for services. rendered and $2,500 under an agreement whereby she would receive during her lifetime all rentals from certain real estate owned by him. Further answering defendant admitted "that petitioner turned over to respondent a few trinkets to sell, having no appreciable value, which respondent will return to petitioner upon request; that the set of table silver was loaned to respondent and is the property of petitioner.”

After a trial of the merits plaintiff was granted a judgment for the sum of $24,616.-99, subject to a credit of $947. In support of the award the judge assigned no written reasons; however, counsel agree that it was predicated on a conclusion, announced orally, that the transactions constituted a donation omnium bonorum and, hence, were null and void. Additionally, the judgment ordered defendant to deliver to plaintiff “one set of table silver, two wedding rings, one ear ring, one gold stud and two silver napkin rings, being property of the plaintiff in possession of the said defendant.”

From the judgment both plaintiff and defendant appealed devolutively.

For some years previous to 1946, according to the record, plaintiff lived alone in a small double cottage bearing Municipal Numbers 714-716 Verret Street in the Algiers section of the City of New Orleans, it being one of a group of three buildings located at the corner of Verret and Opelousas Streets (the others, Numbered 601 and 605 Opelousas Street, were used as stores) which she had inherited from her [165]*165deceased husband. In the early part of 1946, while at the age of 70 years and in poor health, she was the recipient of some small favors rendered by defendant, a 26 year old clerk in one of the stores located on her property. This led to an agreement whereby she, defendant and his sister would live together; and pursuant thereto she moved into a dwelling then occupied by the others.

After staying there approximately a month, and the defendant having sold his house, the three removed to plaintiff’s Verret Street property which, during such period, had been renovated and converted into a single cottage. In this home they resided family like, with all sharing household expenses, until about 1948 when defendant went to Philadelphia, Pennsylvania, for some schooling and his sister left because of plaintiff’s attitude about her “going out at times.” While at school, where he remained for about a year, defendant received from plaintiff much of the money needed to defray his expenses. On his return to New Orleans their living together at plaintiff’s home was resumed (except as to the sister), and the arrangement continued until about May, 1951 when defendant went elsewhere to reside.

Meanwhile, on October 25, 1947, plaintiff executed a will in which she bequeathed to defendant the store building at 601 Opelousas Street and to her three nieces and a nephew residing in California (her only relatives) the remainder of her property, particularly the other store building and the Verret Street cottage.

On February 8, 1950, plaintiff conveyed to the H. G. Hill Stores Realty Company, Inc., by a cash sale, all of the above described real estate. Under the terms of the deed, however, she reserved for the remainder of her natural life, the usufruct of the Verret Street cottage, it to be free and clear of all taxes and insurance but vendor to make all ordinary repairs necessary to maintain the property as a residence. The net proceeds realized from the sale amounted to about $28,000, and she deposited them to her account with the Algiers Homestead Association.

Approximately 42 days later (March 20, 1950) plaintiff withdrew $20,000 from that account by means of two checks of $10,000 each. Her testimony is that on such date she cashed the two checks, delivered the entire proceeds thereof to defendant at the Whitney Bank in New Orleans, and then accompanied him to the Hibernia Bank in that city where he placed the money in his safety deposit box. The defendant testified that she gave him only $15,000 on that date — $5,000 at her home and $10,000 at the Whitney Bank; however, he agreed that the money received went into his deposit box, as plaintiff stated.

On1 October 4, 1950 the defendant purchased a piece of rental property on South Salcedo Street in the City of New Orleans for $14,700. He stated that the entire consideration was paid by cash (no check), part [167]*167of which had been given him by plaintiff and the remaining portion was some of the proceeds from the sale of his home in 1946; and that shortly after making the purchase he spent nearly $6,000 in repairing and renovating the property.

On October 22, 1951, according to the records of the Algiers Homestead Association, plaintiff withdrew the balance in her account there, or $4,616.99; and such money, to the knowledge of the secretary-treasurer of that Association who was also plaintiff’s confidential advisor, represented all the assets she then possessed. These funds, she stated, were immediately delivered to defendant. The latter alleged and testified, however, that he received only $2,500 of the withdrawn sum.

Also, on October 22, 1951 plaintiff made a new will, revoking all others and leaving to defendant “all the property, real, personal or mixed of which I may die possessed.”

And on the same date the defendant executed an instrument reading:

“State of Louisiana Parish of Orleans
“Personally came and appeared before me Steve Radoste, who being duly sworn according to law, desposes and says:
“That he is the owner of the property Nos. 121-121% and 123 and 123% South Salcedo Street, New Orleans, La., that he does hereby request and authorize Mrs. Concordia L. Davis of 714 Verret Street, New Orleans 14,- La. to collect all rents from the above described property during her life time.
“Steve J. Radoste
“Subscribed and sworn to before me on the 22nd day of October, 1951.
“Myrtis C. Broussard
Notary Public”

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

Related

Litton v. Stephens
175 So. 619 (Supreme Court of Louisiana, 1937)
Kirby v. Kirby
147 So. 70 (Supreme Court of Louisiana, 1933)
Ackerman v. Larner
40 So. 581 (Supreme Court of Louisiana, 1906)
Welch v. Forest Lumber Co.
92 So. 400 (Supreme Court of Louisiana, 1922)

Cite This Page — Counsel Stack

Bluebook (online)
75 So. 2d 230, 226 La. 160, Counsel Stack Legal Research, https://law.counselstack.com/opinion/davis-v-radoste-la-1954.