Ditch v. Finkelstein

399 So. 2d 1216
CourtLouisiana Court of Appeal
DecidedMay 26, 1981
Docket14200
StatusPublished
Cited by32 cases

This text of 399 So. 2d 1216 (Ditch v. Finkelstein) 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
Ditch v. Finkelstein, 399 So. 2d 1216 (La. Ct. App. 1981).

Opinion

399 So.2d 1216 (1981)

Florentine DITCH et al.
v.
Fanny Katz FINKELSTEIN et al.

No. 14200.

Court of Appeal of Louisiana, First Circuit.

May 26, 1981.

*1218 Edward J. Milligan, Jr., Lafayette, for plaintiffs.

Jack C. Caldwell, Franklin, for defendants.

Before ELLIS, COLE and WATKINS, JJ.

COLE, Judge.

The main issue presented is whether or not the trial court erred in sustaining the objection of res judicata. Because we find the court acted properly under the circumstances, we affirm.

The facts giving rise to this litigation are as follows: Ozeme Ditch died September 16, 1920, and his wife Fanny died January 4, 1926. They were survived by five children and one grandchild. On February 26, 1927, these heirs (Willard Ditch, Wallace Ditch, Florence Ditch Chargois, Agnes Ditch Arceneaux, John M. Ditch and Irma Ditch Shelburne) entered into an "Act of Partition, Compromise and Settlement." The act was recorded in the conveyance and mortgage records of St. Mary Parish and described some fifteen separate tracts of land formerly owned by Ozeme and Fanny Ditch. The purpose of the act was reflected by the following language:

"Said appearers declared to me, Notary, that desiring to carry out the expressed wishes of their deceased parents, and grandparents, the said Ozeme Ditch and Fanny Ray Ditch, and in order to compromise and settle any and all differences, claims, or demands which they have, or may have against one another by virtue of being an heir of said Ozeme Ditch and of said Fanny Ray Ditch, that they hereby fully ratify and confirm any and all conveyances, donations, inter vivos or causa mortis, or other transactions made to, or in favor of, any of them by said Ozeme Ditch, and said Fanny Ray Ditch, or either, recognizing and quieting the title and possession of such appearer, or appearers, in and to the property, or properties, so conveyed, donated, or otherwise transferred to him, her, or them; do hereby give full acquittance to each other of every kind and species of claim, and demand, which they, or any of them has, or may have against the others, or any of them, by virtue of being an heir of said Ozeme Ditch and of Fanny Ray Ditch, deceased; and hereby agree upon, and make the following division and partition between them of the property hereinabove described, now owned by them in indivision, to wit:" (Emphasis added.)

The parties to the agreement then divided all of the property among the heirs. Willard Ditch was granted certain tracts, one of which is the subject of this litigation. The pertinent property was described as follows:

"A tract of land lying partly within the corporate limits of Morgan City, and partly adjoining the City limits, in the Parish of St. Mary, State of Louisiana. Bounded on the north, northeast and east by lands sold to A. F. Storm, Et Als. by O. Ditch; on the south in part by the corporate limits of the City of Morgan City, and in part by property owned by W. O. Ditch, Et Als., and on the west by a line drawn parallel to and 125 feet east of the east line of Eighth Street, in the City of Morgan City, and of the extension of said Street to the property of A. F. Storm, Et. Als., the northern boundary of the tract herein described."

On April 23, 1928, a judgment of possession was entered, granting to each heir an undivided one-sixth interest in the property belonging to the succession of Ozeme and Fanny Ditch. Attached to the judgment of possession was a descriptive list which described the same property which had previously been listed in the act of compromise.

*1219 Sometime prior to 1946 Willard Ditch died and left his property to his wife Clothilde, and to his daughter. The daughter later sold her interest to Clothilde who in turn sold a portion of the above described property to Milton Levy, Louis Finkelstein and Joseph Finkelstein.

On October 3, 1979, the heirs of Ozeme and Fanny Ditch[1] filed suit against the Levy and Finkelstein heirs.[2] They alleged Clothilde Ditch had conveyed Willard Ditch's undivided interest in the Ditch succession to defendants' ancestors, therefore plaintiffs and defendants were co-owners of the Ditch succession property. Defendants were alleged to have sold or otherwise burdened the property without plaintiffs' knowledge or consent. Plaintiffs asked to be recognized as co-owners with defendants and sought an accounting and a partition by licitation. They did not mention the act of partition.

OBJECTION OF RES JUDICATA

In response to the suit defendant filed the peremptory exception raising the objection of res judicata as authorized by La.Code Civ.P. art. 927. They argued the compromise entered into by the Ditch heirs had acquired "the authority of the thing adjudged" and therefore barred further suit as to the ownership of the property. They reasoned the compromise and partition clearly vested full ownership of the disputed property in Willard Ditch, therefore the property derived from him was not owned in indivision and no further litigation should be allowed.

Plaintiffs amended certain answers to interrogatories to state they did not deny the existence of the act of partition but contended the act was incomplete because it did not list all of the property of the succession of the Ditches. This theory was further explained in a post trial memo wherein plaintiffs contended the entire "L" shaped tract (referred to at trial as the "blue tract") claimed by the Levy and Finkelstein heirs was not granted to Willard Ditch in full ownership. They reasoned since only a part of the tract was specified in the compromise, the balance of the property remained owned in indivision by all of the Ditch heirs. Plaintiffs argued it was this undivided interest that was transferred from Clothilde Ditch to Levy and the Finkelsteins. They contended since only part of the "blue tract" was partitioned in the compromise agreement there was nothing to bar suit concerning the remaining undivided portion of the property.

After a hearing on the exception the trial judge sustained the exception and dismissed the suit. The court concluded all of the succession property had been divided in the act of compromise, Willard Ditch had obtained the "blue tract" in full ownership and therefore any subsequent suit concerning the ownership of the "blue tract" was barred. Plaintiffs have appealed.

In determining the appropriateness of the res judicata objection this court is faced with a simple issue but one quite difficult to articulate. On the one hand the defendants believe they own a certain specified tract of land derived from the title of Willard Ditch. As vendor, Willard Ditch believed he had full ownership of this land by the terms of the act of compromise and partition. If this is true the ownership of this land was made res judicata by the partition and any subsequent litigation about the ownership should be barred. Plaintiffs, on the other hand, argue at least part of the land defendants believe they own was not granted to Willard Ditch in the act of compromise. They insist the compromise granted to Willard Ditch only a part of the tract in complete *1220 ownership. The remainder of the tract was not disposed of and therefore continued to be owned in indivision by the six Ditch heirs. Therefore, as to that portion of the land, Willard Ditch could only have sold his one-sixth undivided interest. If this is true then the ownership of the undivided tract is subject to litigation, because its ownership was not determined in the compromise agreement.

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Bluebook (online)
399 So. 2d 1216, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ditch-v-finkelstein-lactapp-1981.