Davis v. Smith

286 So. 2d 517, 1973 La. App. LEXIS 5970
CourtLouisiana Court of Appeal
DecidedOctober 10, 1973
DocketNo. 12141
StatusPublished
Cited by1 cases

This text of 286 So. 2d 517 (Davis v. Smith) 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
Davis v. Smith, 286 So. 2d 517, 1973 La. App. LEXIS 5970 (La. Ct. App. 1973).

Opinion

BOLIN, Judge.

In May, 1969, the widow and heirs of Allen Davis and the heirs of Saphronia Davis filed suit against the widow and heirs of Lendon L. Smith seeking to have set aside, as null and void, two private succession sales of 140 acres of land located in Bienville Parish, Louisiana, which sales were conducted in December, 1952. Pleas of five and ten year prescription, under Louisiana Civil Code Articles 3542 and 2221, were filed by Mrs. Smith and two of her children; the prescription of ten and two years, provided in Louisiana Civil Code Article 2221 and Louisiana Revised Statutes 9:5621, were filed by the two remaining defendants. All prescriptive pleas were overruled and trial was held in 1970. On the merits the district court found the plaintiffs had failed to bear the burden of proof required of them to show error in the succession proceedings or to show fraud, and rejected all claims of plaintiffs, who have appealed.

Plaintiffs contend on appeal the succession sales were illegal and were the result of a scheme on the part of defendants’ ancestor to fraudulently obtain the entire [519]*519140 acres of land from plaintiffs’ ancestors who were the previous owners of the property.

Copies of the court records of the two succession proceedings were introduced into evidence and are principally relied upon by plaintiffs to prove their charge of illegality which, they contend, renders the succession sales radical nullities not subject to ratification. These records show that Allen Davis died intestate on June 8, 1950, at which time the 120-acre tract was his separate property; that the 20-acre tract was owned in indivisión with the heirs of Saphronia Davis with whom Allen Davis was living in community at the time of its acquisition. Saphronia Davis died intestate in 1940, leaving heirs who have joined with the heirs of Allen Davis in bringing this action. At the time of the death of Allen Davis, Lendon L. Smith was the owner and holder of two notes, totalling $1425, secured by mortgages on the 120-acre tract.

In February 1951, Lendon Smith, alleging he was a mortgage creditor of Allen Davis, petitioned to open the Allen Davis succession and to be appointed administrator, which requests were granted by the court. An attorney at law was appointed for unknown and absentee heirs and notice of these proceedings was published in accordance with law. In March 1951, Mr. Smith was also appointed administrator of the Succession of Saphronia Davis; an attorney was appointed for the heirs and notice of all proceedings was published according to law.

An inventory was taken and the property of the Allen Davis succession was appraised at $1,000, being $7.50 per acre for the 120 acres and $10 per acre for an undivided one-half interest in the 20 acres. Alleging approximately $1425, plus eight per cent interest and ten per cent attorney’s fees, was owed on his mortgage, Smith petitioned for a private sale to his brother Wilton Smith of the 120-acre tract and the undivided one-half interest in the 20-acre tract for $1200, or $200 more than the appraisal. In a separate inventory and appraisal the undivided one-half interest in the 20-acre tract belonging to the succession of Saphronia Davis was appraised at $100 and Lendon Smith petitioned the court for a private sale of that interest to Wilton Smith for the appraised value. The private sales were duly authorized by the court and were consummated for a total price of $1300, Wilton Smith being the purchaser.

Approximately three weeks subsequent to the homologation of his accounts and discharge as administrator, Lendon Smith purchased the entire 140 acres from Wilton Smith for a recited consideration of $2000 and continued to possess it as owner until his death in 1967. The final accounting filed in the Allen Davis succession shows the proceeds of that sale were applied to payment of Smith’s mortgages and administration costs. Proceeds of the sale in the Saphronia Davis succession were applied only to costs related to administration of the succession. No other debts were listed or paid. All the recited facts are taken from the face of the records, from stipulations and from the records of the successions which were introduced into evidence.

No rights of third parties are involved in this case as the property is still owned by the widow and heirs of Lendon Smith.

At the time of trial on the pleas of prescription it was stipulated that Leon Davis left the property in September, 1952, and that none of plaintiffs have since that time exercised any character of possession over the property; further, that none of the plaintiffs were minors in the year 1952. There is no evidence that any of the plaintiffs ever paid taxes on the property.

Approximately eighteen years elapsed between the time of opening the two Davis successions and the instant litigation. All parties who were involved in or knew any[520]*520thing about the proceedings were deceased or incompetent at the time of trial. [Wilton Smith has since died.]

The testimony taken at the trial adds very little to the evidence. Herbert Davis, who acted as attorney in fact for the other heirs, testified as to conversations allegedly had with Mr. Smith in 1950 relative to the amount of the debt, and indicating that only $450 was due at that time. However, since Mr. Smith was dead and no third persons were present during the alleged conversations, they cannot be contradicted. The trial court apparently discounted these statements as self-serving or inadmissible to vary the records introduced in evidence. [See Calhoun v. McKnight Succession (1892), 44 La.Ann. 575, 10 So. 783]

The remaining testimony of both Herbert Davis and his brother, Leon Davis, establishes that the Davis family discussed the matter of the indebtedness and mortgages on the property belonging to their deceased father and that they even took some steps to borrow money to pay the debts. However, since some of the heirs refused to contribute toward this effort it was ceased and no further attempt was made to pay the debts or determine what had happened to the property until the instant suit was filed.

The only other testimony of relevance was that of L. B. Shackelford, a 74-year-old timber estimator who testified he had appraised the land in question for Continental Can in 1952 (at another point he said 1949) at “about” $25 per acre. He admitted that $25 was “about as high as they ever paid along them days” and that prices ranged from $15 to $25 an acre. However, for whatever reason, Continental did not buy the land at that price. When asked how he reached the $25 per acre figure, Shackelford replied he compared it with other property being sold or that had been purchased by Continental. However, he admitted the Davis property was extremely poor, sandy soil, had very little timber on it, and located some miles from his so-called comparables. Although he testified he had copious records of his estimating activities during the critical period, none was offered in evidence. Both defense counsel objected to his testimony as an expert, but he was accepted by the court as a “good country real estate appraiser”. Shackelford admitted that although he was a “timber” man, his superintendent, Harvey Lewis, usually fixed the price on it and would sometimes go and look at the land and timber to check on it.

It is conceded the land has greatly increased in value since 1952, principally due to extensive pine plantings done for or by Lendon Smith. However, we are concerned here only with the legality of the proceedings in 1952.

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Related

Davis v. Smith
287 So. 2d 189 (Supreme Court of Louisiana, 1974)

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Bluebook (online)
286 So. 2d 517, 1973 La. App. LEXIS 5970, Counsel Stack Legal Research, https://law.counselstack.com/opinion/davis-v-smith-lactapp-1973.