Fontenot v. Fontenot

339 So. 2d 897
CourtLouisiana Court of Appeal
DecidedFebruary 11, 1977
Docket5681
StatusPublished
Cited by28 cases

This text of 339 So. 2d 897 (Fontenot v. Fontenot) 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
Fontenot v. Fontenot, 339 So. 2d 897 (La. Ct. App. 1977).

Opinion

339 So.2d 897 (1976)

Murphy FONTENOT et al., Plaintiffs-Appellants,
v.
Doline Corkin FONTENOT et al., Defendants-Appellees.

No. 5681.

Court of Appeal of Louisiana, Third Circuit.

November 10, 1976.
Rehearing Denied December 15, 1976.
Writ Refused February 11, 1977.

*899 Bean & Rush by Warren D. Rush, Lafayette, for plaintiffs-appellants.

Guillory, McGee & Mayeux by A. Frank McGee, Eunice, for defendants-appellees.

Before HOOD, DOMENGEAUX and GUIDRY, JJ.

DOMENGEAUX, Judge.

Plaintiffs-appellants, Murphy Fontenot, Norma Fontenot Fournerat, and Dolan Fontenot, petitioned for the annulment of a judgment of possession in favor of defendants-appellees, Doline C. Fontenot and Rosemary Pollingue Fontenot, which placed the latter in possession of certain property belonging to the estate of Milton Fontenot. From a partially adverse judgment, plaintiffs have appealed. Defendants have answered the appeal seeking certain modifications of the district court's judgment.

Some time in the mid-1930s Doline Corkin (Fontenot) and Milton Fontenot began living as husband and wife in the town of Eunice, Louisiana. Living with the couple was Doline Corkin's daughter by a previous marriage, Rosemary Pollingue. On November 30, 1940, Milton Fontenot purchased a sizeable tract of land (37.75 arpents) near Eunice, hereinafter referred to as the "Mamou Road" property. The deed recited that Milton Fonetenot was married to and living with Doline Corkin. The purchase price of the property was $800.00 of which $250.00 was paid at the time of the transaction, the balance being due six months thereafter. The record clearly indicates that the $250.00 down payment was provided by Doline Corkin.

On April 29, 1941, Milton Fontenot and Doline Corkin were married in Oberlin, Allen Parish, Louisiana. Some time thereabout Milton and Doline Fontenot and Rosemary Pollingue moved out to the Mamou Road property. The trio cleared a portion of the land and erected a residence thereupon. On May 26, 1941, Milton Fontenot (appearing as married to Doline Corkin) sold the Mamou Road property to the St. Landry Homestead Association for $2,000.00 and purchased the property back therefrom on the same date. This transaction was obviously a typical sale and repurchase for purposes of affording a vendor's privilege to the Homestead Association as additional security for a loan.

On December 10, 1971, Milton Fontenot conveyed to one Hubert Dupre, a portion of the Mamou Road property consisting of 1.41 *900 acres and all improvements thereon (family dwelling). Thereafter, Mr. and Mrs. Fontenot moved into the town of Eunice, and bought a home, which they sold, purchasing the house in which they lived at the time of Mr. Fontenot's death.

On November 3, 1956, Milton Fontenot executed an authentic act whereby he adopted Rosemary Pollingue. The document was placed in a safety deposit box and remained unrecorded until January 20, 1975.

Milton Fonetenot died on November 27, 1974, leaving a Last Will and Testament, bequeathing all of his property to his three (3) children (by a prior marriage), Murphy Fontenot, Norma Fontenot Fournerat, and Dolan Fontenot, and his adopted daughter, Rosemary Pollingue Fontenot, "share and share alike". This disposition, however, was subject to a lifetime usufruct upon said property granted to the surviving spouse, Doline Corkin Fontenot.

The trial judge found that the Mamou Road property belonged to the separate estate of Milton Fontenot, subject to possible reimbursement to the community of acquets and gains existing between the deceased and Doline Corkin Fontenot, that the adoption of Rosemary Pollingue Fontenot was valid, and that the usufruct granted to Doline Corkin Fontenot impinged upon the legitime of the forced heirs.

Plaintiffs contend that:

(1) the Mamou Road property belongs to the separate estate of Milton Fontenot and is not indebted to the community of acquets and gains.

(2) the adoption of Rosemary Pollingue was invalid due to the failure to record the authentic act thereof prior to the adopter's death.

(3) certain United States Savings Bonds payable to Milton Fontenot or Doline Corkin Fontenot are community property.

(4) the forced heirs of Milton Fontenot are entitled to their legitime unencumbered by the testamentary usufruct and may claim their inheritance without first proving that the value of said usufruct impinges upon their legitime.

(5) the community of acquets and gains owes $18,525.00 to the separate estate of Milton Fontenot, due from the sale of a portion of the Mamou Road property to Hubert Dupre in 1971.

(6) they are entitled to attorney's fees payable from the succession funds in the amount of $12,500.00.

Defendants maintain that:

(1) the Mamou Road property is owned solely by Doline Corkin Fontenot and in the alternative was owned by the community of acquets and gains or by Milton Fontenot and Doline Corkin Fontenot jointly (joint adventure).

(2) the adoption of Rosemary Pollingue is valid.

(3) no money is owed the separate estate of Milton Fontenot by the community for funds acquired via the sale to Hubert Dupre.

(4) the forced heirs must demonstrate that the usufruct granted Doline Corkin Fontenot impinges upon their legitime before they are entitled to make an election under LSA-C.C. 1499.

THE MAMOU ROAD PROPERTY

The record clearly indicates that the 37.75 arpents purchased by Milton Fontenot on November 30, 1940, was his separate property, notwithstanding the marital declaration contained in the deed relative thereto. A community of acquets and gains cannot exist without a marriage, and any property acquired prior thereto must necessarily be of a paraphernal nature. See LSA-C.C. Articles 2334 and 2402; Jefferson v. Stringfellow, 148 La. 223, 86 So. 774 (La.1920). Of course Doline Corkin Fontenot is entitled to an individual reimbursement for the initial down-payment of $250.00 which the record indicates came from her separate funds. Furthermore, since the property was purchased on November 30, 1940, and the parties were married on April 29, 1941, it appears that the *901 credit balance of the purchase price (due six months after date of purchase) was paid off with community funds. Therefore, the community is entitled to a reimbursement of the $550.00 representing the credit portion of the sale on the Mamou Road property.

Concerning the sale and repurchase to the St. Landry Homestead Association on May 26, 1941, our law is clear that such transactions do not change the nature and status of the property involved. See Ruffino v. Hunt, 234, La. 91, 99 So.2d 34 (La. 1958); Mayre v. Pierson, 171 La. 1077, 133 So. 163 (La.1931); and Lazaro v. Lazaro, 92 So.2d 402 (La.App.Orl.1957).

Although the Mamou Road property and all improvements thereon belong solely to the separate estate of Milton Fontenot, the community of acquets and gains is entitled to a reimbursement for any enhancement of the property as a result of community effort. LSA-C.C. 2408; Abraham v. Abraham, 230 La. 78, 87 So.2d 735 (La.1956); Succession of Singer, 208 La. 463, 23 So.2d 184 (La.1945); Palama v. Palama, 323 So.2d 823 (La.App.4th Cir. 1976), writ refused 326 So.2d 381; Succession of Broussard, 306 So.2d 399 (La.App.3rd Cir. 1975).

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