Dione W. David v. Richard G. David

CourtLouisiana Court of Appeal
DecidedJune 4, 2014
DocketCA-0014-0126
StatusUnknown

This text of Dione W. David v. Richard G. David (Dione W. David v. Richard G. David) 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
Dione W. David v. Richard G. David, (La. Ct. App. 2014).

Opinion

STATE OF LOUISIANA COURT OF APPEAL, THIRD CIRCUIT

14-126

DIONE W. DAVID

VERSUS

RICHARD G. DAVID

**********

APPEAL FROM THE SIXTEENTH JUDICIAL DISTRICT COURT PARISH OF IBERIA, NO. 113919 HONORABLE CHARLES L. PORTER, DISTRICT JUDGE

JIMMIE C. PETERS JUDGE

Court composed of Jimmie C. Peters, Marc T. Amy, and Elizabeth A. Pickett, Judges.

AFFIRMED IN PART AND REVERSED IN PART.

Ed W. Bankston P. O. Box 53485 Lafayette, LA 70505 (337) 237-4223 COUNSEL FOR DEFENDANT/APPELLANT: Richard G. David

L. E. “Tony” Morrow, Jr. 323 E. University Avenue Lafayette, LA 70503 (337) 233-9515 COUNSEL FOR PLAINTIFF/APPELLEE: Dione W. PETERS, J.

The defendant, Richard G. David (Richard), appeals from a trial court

judgment ordering him to pay a money judgment to his former wife, Dione W.

David (Dione), within fifteen days or serve ninety days in jail. For the following

reasons, we affirm the trial court judgment in part and reverse in part.

DISCUSSION OF THE RECORD

This marital dispute between Richard and Dione is not new to this court,

having been before us numerous times on appeal or application for supervisory

writs. Richard’s current appeal has as its origin the judicial partition of community

property following the parties’ 2006 divorce. The judicial partition proceeding

resulted in a complicated and extensive December 12, 2011 trial court judgment

partitioning the community assets and allocating the community debts. After

allocating the assets and debts, the trial court judgment awarded Dione and Richard

reciprocal sums that each was to pay the other “to equalize the allocation of

community property and satisfy any and all reimbursement claims.” 1 With regard

to the ultimate payment of these sums, the judgment further provided that Dione

and Richard would exchange unsecured promissory notes in the amount of the

equalizing sum due to each party.2

Richard timely appealed this judgment, asserting a number of errors in the

trial court’s allocation of the assets and debts of the community as well as its

calculation of the reimbursement amounts. In considering Richard’s appeal of the 1 The appellate record before us is woefully inadequate and the information concerning the specifics of the judgment itself as well as the procedural history of this matter are derived from the appellate record of David v. David, 12-1051 (La.App. 3 Cir. 4/10/13), 117 So.3d 148, in which Richard appealed the particulars of the December 12, 2011 partition judgment. 2 Richard was instructed to execute a promissory note payable to Dione in the amount of $232,530.92, payable over ten years in monthly payments of $2,466.35, bearing interest at the rate of five percent per annum, with the first payment due on January 1, 2012. Dione was instructed to execute a promissory note payable to Richard in the amount of $11,431.92, bearing interest at the rate of two-and-one-half percent per annum, with the first payment due on October 1, 2011. partition judgment, this court reallocated some of the community assets and debts,

and reduced the equalizing payment due to Dione from Richard to $104,368.46.

David v. David, 12-1051 (La.App. 3 Cir. 4/10/13), 117 So.3d 148, writ denied, 13-

1541 (La. 10/4/13), 122 So.3d 1023. For the purposes of this opinion, we adopt as

our own the factual and procedural history set forth in that opinion:

Richard and Dione David, domiciliaries of New Iberia, Louisiana were married for thirty-six years. At the time of their divorce, there were five businesses and nine pieces of real estate at issue for partition. Richard and Dione stipulated to appraised values of six of the nine real properties, the values on eight vehicles and other movables. Richard’s reimbursement of mortgage, tax, and insurance payments on some community properties, and Dione’s reimbursement of attorney fees. The parties also stipulated that four of the businesses, David Mortuary, Inc., David Marble and Granite, Inc., Beau Pre Memorial Park Cemetery, and Limousines, LTD, were the separate property of Richard David.

The community’s business, Dede’s Wholesale Florist, Inc. (Dede’s), was run primarily by Dione throughout the marriage, and she was given occupancy and use of the store location at 1203 Trotter Street in New Iberia. This asset is next door to the David Funeral Home and became the greatest source and subject of discord, restraining orders, and alleged abuses between the parties. Dede’s also had a closed-down, non-operating store at 110 Glaser Drive in Lafayette, which was considered rental property.

The community’s other New Iberia assets include rental houses at 6605 Old Spanish Trail (sometimes referred to as “OST” or “Highway 182” property), 407 Dahlia Street, 407 Wayne Street, 4208 Northside Road, and 508 Prioux Street. The community’s family home was located at 506 Prioux Street. Richard was given the use and occupancy of the family home as his residence. The parties stipulated, by consent judgment, to Richard’s waiver of expense reimbursement claims and to Dione’s waiver of rental reimbursement claims on this property. The couple also owned a two-story camp at 111 Cove Row, Cypremont Point, Louisiana. Richard was also given use and occupancy of the camp.

On the above-described community property, Richard asserted 331 claims for reimbursement of expenses totaling $305,572.00. Before trial, the court engaged the services of a hearing officer, Paul Landry, to meet with the couple and their attorneys to address occupancy issues and the reimbursement claims of the parties. The hearing officer conferences (HOC) on reimbursement claims were held over four days, immediately preceding trial, during which 2 Richard’s 331 claims and documentation were individually discussed, then grouped and categorized on spreadsheets, providing easier access during trial, and providing the HOC evaluations and recommendations on each claim.

After a lengthy trial, the trial court issued a four-page judgment of partition of community property. Richard appeals the trial court’s allocation of community assets and liabilities, the appraisals of the camp, its contents, and contents at other locations, the amount of certain “mortgage” debt, and the trial court’s awards of reimbursements to both parties.

Id. at 150-51.

In its opinion addressing the partition judgment, this court amended the trial

court judgment to reallocate the rental property at 508 Prioux Street from Dione’s

ownership to Richard’s; adjusted the value of the camp on Cove Row; adjusted the

allocation of the individual IRAs; deleted a $50,000.00 debt assigned to the Old

Spanish Trail property; and adjusted the reimbursement amounts set by the trial

court. The end result was to reduce Richard’s equalizing payment to Dione from

$232,530.52 to $104,368.46. Id.

The matter is again before us because the litigation between Richard and

Dione did not cease during the appeal of the community-property-partition

judgment. On June 29, 2012, Dione filed a rule for contempt of court, for a money

judgment, and for reimbursement for amounts categorized as rents.3 The trial court

heard the rule on October 23, 2012,4 wherein two witnesses, Morris Peltier, Jr. and

Dione, testified.

3 The record before us does not contain the motion filed by Dione, and the basis for the motion is derived from the language of the judgment arising from the hearing on the motion and the trial court minutes. 4 Neither Richard nor his counsel appeared at the October 23, 2012 hearing. His counsel had submitted a motion for continuance on October 19, 2012, which the trial court received on October 22, 2012.

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Dione W. David v. Richard G. David, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dione-w-david-v-richard-g-david-lactapp-2014.