Fisk v. Mathews

525 So. 2d 223, 1988 WL 35473
CourtLouisiana Court of Appeal
DecidedApril 19, 1988
Docket87 CA 0133
StatusPublished
Cited by24 cases

This text of 525 So. 2d 223 (Fisk v. Mathews) 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
Fisk v. Mathews, 525 So. 2d 223, 1988 WL 35473 (La. Ct. App. 1988).

Opinion

525 So.2d 223 (1988)

John FISK, et al.
v.
Benjamin B. MATHEWS, Jr., et al.

No. 87 CA 0133.

Court of Appeal of Louisiana, First Circuit.

April 19, 1988.

*224 John A. Hollister, New Orleans, for plaintiff-appellee Vicki Fisk.

Thomas Derveloy, Covington, for plaintiffs-appellees John Fisk, Ronald Fisk and Elizabeth Fisk.

Robert C. Lowe, Terrence L. Hauver, New Orleans, for defendant-appellant Benjamin B. Mathews, Jr.

Before COVINGTON, SAVOIE and LeBLANC, JJ.

LeBLANC, Judge.

This is a suit for declaratory judgment to determine whether the interest of Vicki Fisk, one of the plaintiffs in this suit, in certain immovable property is community *225 or separate and paraphernal in nature. The primary issue on appeal is whether there are any material facts in dispute regarding the source of the funds used in the acquisition of the property so as to bar summary judgment. Finding none, we affirm the judgment of the trial court granting plaintiffs' motion for summary judgment declaring that Vicki Fisk's interest in the property in dispute was separate in nature; that plaintiffs were the sole owners of this property; and, that defendant was to pay all costs.

FACTS

An undivided one-half interest in the property at issue was purchased by John W. Fisk and Elizabeth M. Fisk, the parents of John T., Ronald and Vicki Fisk, in 1951. The other one-half interest in this property was purchased at the same time by Philip R. Wheeler. Vicki Fisk, together with her brothers, John and Ronald, acquired Mr. Wheeler's one-half interest in this property by virtue of a document captioned as an act of "credit sale" from Mr. Wheeler on March 18, 1974. This acquisition took place during the existence of the community of acquets and gains between Vicki Fisk and defendant, Ben B. Mathews, Jr., who were subsequently divorced on February 2, 1983.

On April 22, 1986, Vicki Fisk and her brothers, John and Ronald, and her mother, Elizabeth Monaghan Fisk filed this suit for declaratory judgment against Vicki's former husband. After answer by defendant they filed a motion for summary judgment with affidavits and attachments on July 18, 1986. A hearing on this motion was scheduled for August 28. On August 27, defendant filed a motion to continue the hearing on plaintiffs' motion for summary judgment on the basis that plaintiffs had refused to comply with his discovery requests, which may have lead to information sufficient to defeat plaintiffs' motion. The trial court granted defendant's request for a continuation and the hearing on plaintiffs' motion was rescheduled for September 22. Plaintiffs subsequently filed several supplemental affidavits and exhibits which apparently complied, at least partially, with defendant's prior request for production of documents. In any event, the record does not reflect that defendant made any efforts to reschedule the depositions of Vicki and Elizabeth Fisk, which had originally been set for a time when plaintiffs' counsel was unable to attend, or to seek any other discovery. Nor did defendant file any affidavits in opposition to the granting of a summary judgment. On September 22, the trial court granted plaintiffs' motion for summary judgment. This judgment was signed on October 2, 1986. Defendant has now appealed, alleging there are material facts in dispute, and that the granting of summary judgment was precluded by La.Code Civ.P. art. 969. Plaintiffs filed an answer alleging defendant's appeal was frivolous and seeking an award of attorney's fees.

ISSUES

1. Are there any material facts in dispute so as to preclude the granting of a summary judgment?

2. Does La.Code Civ.P. art. 969 preclude a summary judgment in a suit between a former husband and wife which involves a determination of the community or paraphernal nature of certain immovable property?

3. Is defendant's appeal frivolous so as to justify an award of attorney fees as damages?

ISSUE ONE

The law applicable to summary judgments was set out by this court in Nathans v. Vuci, 443 So.2d 690, 696 (La.App. 1st Cir.1983), as follows:

It is well settled that a summary judgment should be granted only if there is no genuine issue of material fact and mover is entitled to judgment as a matter of law. Chaisson v. Domingue, 372 So. 2d 1225 (La.1979); LSA-C.C.P. art. 966. Under LSA-C.C.P. art. 967, an adverse party may not rest upon the mere allegations or denials in his pleadings when a motion for summary judgment is made and supported by sufficient evidence.
*226 Stated another way, on a motion for summary judgment, it must first be determined that the supporting documents presented by the moving party are sufficient to resolve all material issues of fact. If they are not sufficient, the motion for summary judgment should be denied. Only if they are sufficient does the burden shift to the opposing party to present evidence showing that a material fact is still at issue; only at this point may he no longer rest on the allegations contained in his pleadings. Sanders v. Hercules Sheet Metal, Inc., 385 So.2d 772 (La.1980).
. . . . .
... [I]f the moving party has established both that there is no genuine issue as to material fact and that he is entitled to judgment as a matter of law, it is incumbent upon the adverse party to come forward with specific facts showing that there is a genuine issue for trial. LSC.C.P. art. 967.
In determining whether material issues have in fact been disposed of, any doubt is to be resolved against granting the summary judgment and in favor of trial on the merits. Chaisson, supra; Hercules, supra.

In this case, plaintiffs filed the affidavits of Alwyn Justrabo (the attorney who prepared the "credit sale"), Elizabeth Ruth Monaghnan (Mrs. Fisk), John T. Fisk, Nellie Sue Meeks (wife of John T. Fisk), Ronald W. Fisk and Vicki E. Fisk. In addition, supplemental affidavits were filed by Elizabeth Ruth Monaghnan, John T. Fisk and Vicki Fisk. These affidavits and attachments establish that the act of "credit sale" through which John T., Ronald and Vicki Fisk acquired the property in question was actually a donation in disguise from their parents, the late John W. Fisk and Elizabeth Monaghnan Fisk. In addition, the affidavits also established the following facts: the elder Fisks paid the entire purchase price for the property purchased from Mr. Wheeler; John T., Ronald and Vicki Fisk paid no part of the purchase price; it was at the suggestion of the elder Fisks' attorney, Alwyn Justrabo, that the donation was made in the form of a sale, so as to avoid any possible cloud on the title to the property. The affidavits further establish that the elder Fisks intended to donate this property only to their children, and not to their children's respective spouses.

The only issue of material fact which defendant specifically alleges is unresolved is whether the funds used by the elder Fisks to pay for the property were part of the community between them or were separate in nature. However, we find that it is immaterial whether these funds were community or separate property of John W. and/or Elizabeth Fisk, because plaintiffs' affidavits clearly establish that both of the elder Fisks intended to donate the property as a gift to their children.

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Bluebook (online)
525 So. 2d 223, 1988 WL 35473, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fisk-v-mathews-lactapp-1988.