Hart v. Polizzotto

122 So. 64, 168 La. 356, 1929 La. LEXIS 1794
CourtSupreme Court of Louisiana
DecidedMarch 25, 1929
DocketNo. 29409.
StatusPublished
Cited by5 cases

This text of 122 So. 64 (Hart v. Polizzotto) 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
Hart v. Polizzotto, 122 So. 64, 168 La. 356, 1929 La. LEXIS 1794 (La. 1929).

Opinion

OVERTON, J.

This suit 'was instituted in September, 1925. Its purpose is to recover of defendant certain valuable papers and documents, including $7,450 in Liberty bonds, three mortgage notes for the sum of $2,000 each, one for the sum of $1,000, dated February 27, 1922, and payable 1, 2, 3, and 4 years after date and two mortgage notes, dated April 28, 1922, for $2,000 each, payable 1 and 2 years after date, all of which are alleged by plaintiff to be his property, and to have been placed-in the possession of defendant by him as his agent. The suit also includes a demand for $1,881.71, based on a running account, rendered plaintiff by defendant.

The defense, pretermitting certain exceptions, which are not pressed on appeal, and a plea of estoppel, which possesses no real merit, is that $7,000 of the Liberty bonds were delivered by plaintiff to defendant in part payment of services rendered by the latter to the former, as his agent; that the remainder of said bonds, amounting to $450, were, long prior to the institution of this suit, sold by defendant, under the instructions of plaintiff, and the proceeds thereof accounted for to plaintiff; that the two. $2,000 mortgage notes, mentioned above, were given to defendant by plaintiff in settlement of the balance for the services- rendered plaintiff, as the latter’s agent; and that the four mortgage notes, three of which are for $2,000 each, and the remaining for $1,000, aggregating $7,000, were acquired by defendant from the bank at which they were pledged to secure another note, executed by plaintiff as maker and by defendant as accommodation maker.

As to the remaining papers and documents sued for by plaintiff, defendant, in'his answer, virtually concedes that plaintiff is the owner of them, with the exception of a few shares of stock in an insurance company, which defendant contends he sold, at plaintiff’s instance, and accounted to plaintiff for the proceeds. There is no contest in this court concerning that stock or the papers last mentioned. The contest, so far as relates to the property, alleged to be in plaintiff’s possession, is confined, in this court, to the Liberty bonds and the two series of mortgage notes, mentioned above. As relates to the moneyed demand for $1,881.71, defendant denies that he is indebted to plaintiff in that sum, or in any other, and, in fact, this demand is not insisted upon in this.appeal. Prior to judgment, though after all, or nearly all, of the *360 evidence had been introduced, plaintiff died, and Mrs. Marie Hebert Lotz, his testamentary executrix, was made party plaintiff in this suit in his place.

Plaintiff was a well driller, engaged in the business of drilling deep wells for water, under the name of the Hart Well Company. He had no partner, but usually gave the person who did the actual drilling 50 per cent, of the profits. He was engaged in that occupation for a number- of years, and had a well-established business. Defendant for many years has been engaged in the mercantile business, is a member of the directorate of a bank, and has other business connections. He married, near the beginning of the present century, a young lady who he was led to believe was plaintiff’s niece, but who, plaintiff testified, was not related to him or his wife, but was an orphan child reared by them. In 1002, plaintiff’s first wife died. There was no issue of the marriage. About that time plaintiff began intrusting his business to defendant, and continued to do so more and more, as the years passed, until the final rupture between them, which occurred shortly prior to this suit. Eor years defendant managed plaintiff’s business, obtained and made contracts for him, attended to the payment of bills due for the construction of wells, attended to the collection of rents for him, kept, or caused to be kept, his books, and rendered to him periodical statements.

For collecting rents, a charge was made against plaintiff of 5 per cent, on the rents collected with which to pay a boy for collecting them. No other charge was made by defendant, and, as stated, that charge did not inure to defendant, but was an expense of having the collection made.

The relations between plaintiff and defendant, until the rupture came, approached those of father and son. In April, 1916, plaintiff, in consideration of the love, friendship, and affection, which he declared he bore for defendant, donated to the latter two pieces of real estate in the town of Placquemine, upon condition that defendant should pay to him $35 a month as long as he lived. Several years later, defendant sold this property for $6,000 and paid plaintiff one-half of the purchase price. At the same time plaintiff donated to defendant another piece of real estate in the town of Placquemine, upon condition that defendant should pay him $30 a month during his life. At another time he donated to defendant’s wife, whom he had reared, a piece of real estate in the town of Placquemine, and, on the same day, he donated to defendant’s daughter some real property, similarly situated, attaching to each of these donations a condition that the donee should pay him $15 a month during his life. The amounts to be paid monthly, fixed in the conditions to the donations, were paid by defendant, and were equal, or a little more than equal, it is said, to the rental value of the property.

Compensation for defendant’s services was spoken of in a general way at times, but nothing definite was said or done concerning it, for evidently defendant expected that some day he, his wife, or daughter would become plaintiff’s heir. However, in the early part of 1921, when plaintiff was quite an old man, these hopes were dissipated. The dissipation of them was brought about by plaintiff’s going to New Orleans, where he made a donation of all, or the greater part, of his property to a Mrs. Beulah Richard, in consideration of a promise of marriage. The marriage ceremony was performed, though apparently if the parties lived together it was for a very short while. Following the donation, defendant obtained from his wife a power of attorney conveying to him plenary powers *362 touching the property donated. When defendant learned of this donation, feeling that he had not been properly compensated for the services performed by him during the twenty years or more he attended to plaintiff’s business, he approached x>laintiff for a settlement. The evidence is conflicting as to what occurred, but we think that, when the record is considered in its entirety, the evidence establishes that plaintiff agreed to pay defendant $11,000, and to deliver to him, which he did, $7,000 of the Liberty bonds, involved in this suit, in part settlement of that amount, and that, in settlement of the remainder, he executed and delivered to plaintiff, at about the same time, the two $2,000 mortgage notes, in contest here. The record suggests no other reason for the execution of these mortgage notes.

With reference to the remaining mortgage notes in controversy here, they being the four notes aggregating $7,000 in amount, the record discloses the following as to them: It appears that plaintiff, without the knowledge of defendant, bound himself, in solido, With others, on a continuing guaranty, for $160,000, in favor of the People’s Bank, of Placquemine, which later failed. Defendant endeavored to have plaintiff relieved, as far as possible, of this contingent liability, which, to plaintiff, was a very serious one.

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Related

Lege v. State Farm Mutual Automobile Insurance
386 So. 2d 123 (Louisiana Court of Appeal, 1980)
Lotz v. Iberville Bank & Trust Co.
146 So. 155 (Supreme Court of Louisiana, 1933)
Polizzotto v. Hart
146 So. 151 (Supreme Court of Louisiana, 1933)
Hart v. Polizzotto
131 So. 574 (Supreme Court of Louisiana, 1930)
Hart v. Polizzotto
129 So. 244 (Louisiana Court of Appeal, 1930)

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Bluebook (online)
122 So. 64, 168 La. 356, 1929 La. LEXIS 1794, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hart-v-polizzotto-la-1929.