Gregory v. Hardwick

49 So. 2d 423, 218 La. 346, 1950 La. LEXIS 1078
CourtSupreme Court of Louisiana
DecidedNovember 6, 1950
Docket39129
StatusPublished
Cited by9 cases

This text of 49 So. 2d 423 (Gregory v. Hardwick) is published on Counsel Stack Legal Research, covering Supreme Court of Louisiana primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Gregory v. Hardwick, 49 So. 2d 423, 218 La. 346, 1950 La. LEXIS 1078 (La. 1950).

Opinion

HAMITER, Justice.

Louise Cook Hardwick died on March 3, 1947, being survived by.no forced heirs and leaving a nuncupative will by public act in which she declared as follows:

“This is my last will and- testament. I revoke all prior wills heretofore made by me.

“I hereby will and bequeath all the rights, title and interest which I may have in any property whatsoever in equal proportions, share and share alike to Louise 'McCarthy of Alma, Arkansas; Byrd Morris Lántz of Shreveport, Louisiana, and Katie Lee Bettis and Louisa Gregory of Shrev’eport; Louisiana.

“I hereby appoint Milam King of Checotah, Oklahoma, Milton Trichel of Shreveport, Louisiana, and Louisa Gregory of Shreveport, Louisiana, as executors of this will.”

Following the death of the testatrix the will was attacked; but its validity was upheld. See McCarty v. Trichel, 217 La. 444, 46 So.2d 621. Later, it was probated in *352 cause No. 96,891 in the district court of Caddo Parish.

This suit was instituted by Louisa Gregory, who is the duly qualified testamentary executrix of the succession and a legatee, and also by the legatees Byrd Morris Lantz and Katie Lee Bettis. Named as the principal defendant was Pleas O. Hardwick (hereinafter referred to as the defendant), the surviving husiband of the decedent. Also made a party to the suit was Neckley M. Ferris, an attorney at law of Caddo Parish who was appointed in the probate proceedings to represent decedent’s absent heirs.

The prayer of plaintiffs is for judgment in favor of the succession ordering the defendant to file a true and detailed account of “all funds and properties received by him from his wife, or from her estate at her death, or left in his possession by her death or the dissolution of the community between them, and of his administration thereof, together with a true and detailed account of all rents, revenues and profits therefrom from the date of the dissolution of the community to the filing of the account.” Plaintiffs further pray that the succession be recognized as the owner of an undivided one-half interest in a certain parcel of real estate in the City of Shreveport and in “all other property formerly belonging to the community between them, or purchased with funds derived therefrom, and as the sole owner of all properties received by him from his wife.” Also, plaintiffs pray for judgment against defendant and in favor of the succession “for the full amount' due by him to his said wife, and for all rents, revenues and profits derived from said properties from the dissolution of the community to the settlement of the accounts.”

To plaintiffs’ original and supplemental petitions the defendant tendered exceptions, of vagueness, misjoinder of parties defendant, no cause of action and no right of action. The district court overruled the mentioned first two exceptions, did not pass; upon the exception of no cause of action, and sustained the exception of no right of action. As a consequence of the ruling on the latter exception, which resulted from a consideration of plaintiffs’ pleadings and attached exhibits, the suit was dismissed. From the judgment plaintiffs are appealing.

In this court defendant (appellee) filed an exception of no cause of action, and he has argued it along with his. exception of no right of action. It is doubtful that we are required to determine the exception of no cause of action filed here, inasmuch as a similar exception was. not passed upon by the district court. Nevertheless, we have the right, under-Code of Practice, Article 902 and the jurisprudence of this court, to entertain it; and we shall give 'it consideration, as well as. the sustained exception of no right of action on which the district court’s judgment, of dismissal is based, .particularly since-appellants’ counsel offer no serious objection to our so doing. And for the consider *354 ation of both exceptions the allegations of fact of plaintiffs’ pleadings (original and supplemental petitions with attached exhibits) are taken as true.

These allegations disclose that the decedent and the defendant were married in 1922, and that in 1923 they established their matrimonial domicile in Shreveport. On March 8, 1943, she obtained a judgment of separation from bed and board, and on the same date the parties entered 'into a property settlement contract. Under the terms of this contract decedent would convey to defendant her full interest in all of the community property (except a few personal items), and for that interest she would receive the total sum of $18,000, payable as follows: $2500 cash, $3500 upon the signing of a final judgment of divorce, and $12,000 within two years after the date of such divorce judgment.

In October, 1943, some seven months from the date of the property settlement contract, there occurred a reconciliation of the parties and a re-establishment of the matrimonial domicile, and thereafter they lived together until July 22, 1946, during which time they continued to make community income tax returns and to buy and sell properties as husband and wife in full community. On the latter date they again separated; however, in December, 1946, they effected a reconciliation.

The property settlement contract of March 8, 1943, was not carried out inasmuch as its fulfillment was dependent on a judgment of final divorce which was never obtained; and decedent did not receive the consideration therein stipulated to be paid her, except possibly the initial cash payment of $2500. The result of all of which was that the community as it existed on March 8, 1943, then owning assets having a minimum value of $79,791.34, has never been divided.

Other allegations of plaintiffs’ pleadings are that decedent, during her lifetime, received by inheritance and by donation separate and paraphernal funds and properties, some of which were utilized for the benefit of the community of acquets and gains that existed between her and her husband and others were turned over to defendant for his administration and control; but that the exact amounts thereof are unknown to plaintiffs. Since decedent’s death the defendant has continued to hold, control and administer her paraphernal funds and properties, as well as all of those which formerly belonged to the community.

The decedent left no forced heirs and left no regular legal heirs within the State of Louisiana, her closest kin being divers first cousins residing in other states, none of whom have appeared to claim any part of her estate.

The defendant has failed and refused to account to plaintiffs or to Neckley M. Ferris, the attorney for absent heirs, for the monies and properties due by him to decedent’s succession, notwithstanding repeated amicable demands.

*356 The succession of decedent owes ordinary and preferred debts, as well as inheritance taxes, and it is necessary that the plaintiff testamentary executrix determine and marshal the succession’s assets and obtain an accounting from defendant so that such charges can be paid.

Under the exception of no right of action (sustained by the district court) counsel for appellee contend, to quote from their brief, that:

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Bluebook (online)
49 So. 2d 423, 218 La. 346, 1950 La. LEXIS 1078, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gregory-v-hardwick-la-1950.