Heirs of Michel v. Knox

34 La. 399
CourtSupreme Court of Louisiana
DecidedMarch 15, 1882
DocketNo. 8504
StatusPublished

This text of 34 La. 399 (Heirs of Michel v. Knox) 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
Heirs of Michel v. Knox, 34 La. 399 (La. 1882).

Opinion

The opinion of the Court was' delivered by

Poetó, J.

John P. Michel died in 1854, in East Baton Kouge, leaving no ascendants or descendants, and leaving a considerable estate in community with his surviving wife, Josephine Michel, to whom lie bequeathed his entire share of the movables belonging to the community, also bequeathing to her the usufruct of his share of the immovable property, without security on her part.

His will, which was rather ambiguous, in so far as it gave to special legatees such portions of his share of the immovables as would hot have been disposed of by his wife, at the time of her death, was fully interpreted by this Court in a decision reported in 10 Annual, p. 352, in which her rights as legatee of all the movables, and her rights as usufructuary of -the decedent’s share of the immovables were sx>eeially recognized, with the power and authority to sell at public auction at her option, and on her own terms, all the property subject to her usufruct, and to exercise her said rights on the proceeds of the sale thus made.

Such sale was made in August, 1855, resulting in Mrs. Michel’s purchase of a large portion of the immovable property of the succession and community. After the sale, she retained the ownership and possession of the property which she had bought, and received for her me the proceeds of so much of the property as was purchased by strangers.

In October, 1871, Mrs. Michel made a. donation inter vivos to Mrs. Adéle Bory, an intimate friend of hers, of a valuable piece of property, situated in the city of Baton Kouge, valued at $8,000, and forming part of her purchase of August, 1855, which donation was subject to an annual rent of $600 during the remainder of the donor’s life, to be paid to her by the donee in equal monthly instalments.

Between December, 1870, and December, 1871, Mrs. Michel executed several promissory notes, of various sums, ariiounting together to $8,180, payable to the order of Mrs. Bory, who negotiated the saíne, by endorsement, to two or three different persons, and in March, 1873, these notes, being then held by H. K. Knox, Mrs. Bory executed in his favor, a mortgage on the immovable property donated to her by Mrs. Michel, in order to secure the payment of said notes.

[401]*401Mrs. Micliel died in 1872, and at tlie settlement of her succession in 1873, N. K. Knox, received from the administrator the sum of $1,900, on account of Mrs. Michel’s notes, held by him as stated above.

In September, 1874, the property donated to Mrs. Bory was sold for taxes, assessed in her name, and adjudicated to N. K. Knox, one of the defendants herein.

After reciting in substance the foregoing facts, which are shown by the record, plaintiffs, as heirs and legatees of John P. Michel, and intervenors as heirs of Mrs. Michel, seek, by this suit, to obtain a judgment, decreeing the nullity of the donation to Mrs. Bory, and of the tax sale to N. K. Knox, so as to revert the title of the property to the succession and community of John P. Michel and wife, and decreeing the nullity, for want of consideration, of the notes executed by Mrs. Michel in favor of Mrs. Bory, and also condemning Knox to pay and restore to them the sum of $1,900, paid to him on account of said notes, by the administrator of Mrs. Michel’s succession.

The defendants pleaded the general issue, and averred specially the validity of all the transactions alleged by plaintiffs to be fraudulent, null and void, averred the good faith of Knox in his purchase, and concluded with a prayer in case of a decree annulling the donation and the sale, for reimbursement of the taxes paid, and improvements placed by Knox and Mrs. Bory on the property. They also urged the plea of res jiulicafa against intervenors, as heirs of Mrs. Michel, based on the judgment homologating the final account of administration of Mrs. Michel’s succession, to which they were parties as defendants and as opponents.

Plaintiffs and intervenors are appellants from a judgment of the District Court rejecting all their demands.

As the title of Mrs. Bory, under the donation, underlies the controversy on the first branch of the case, we shall first direct our attention to plaintiffs’ attack on that transaction.

The nullity which plaintiffs charge is on the theory that at the time of the donation the naked ownership of Michel’s share of that piece of property was in his heirs and legatees, and that under the will, Mrs. Michel, being only the usufructuary of her husband’s share, she could not dispose of the property by gratuitous title.

The fallacy of this position, which has caused this complicated litigation, and is the main prop of plaintiffs’ entire superstructure, can be easily demonstrated, both on principle and authority.

Under the •will, as interpreted by the opinion and decree of this Court, Mi's. Michel had the option to exercise her right of usufruct on her husband’s immovables, directly, or by provoking a sale of the same at public auction, to have her usufruct established on .the proceeds of [402]*402the sale. If she elected to exercise her usufruct on the property itself, she would have been subjected to the rules of the perfect usufruct, under which she could not acquire title to the property, which she was legally bound to restore to the owners at the termination of the irsufruct. If, on the other hand, she chose, as she did, to have the property sold, to enjoy the usufruct of the proceeds of the sale, she. was governed by the rules of the imperfect usufruct, under which she became the owner of the funds, subject to the obligation of accounting for the same to the heirs and legatees of her husband, at the expiration of the usufruct. C. C. 535, 536, 549; Succession of Hayes, 33 A. 1143.

Up to the sale of August, 1855, she was owner, in her own .right, of one-half of the property, and usufructuary of the other half with the naked ownership in the heirs and legatees of the decedent.

By the sheriff’s adjudication to her on August 4, 1855, she acquired a title under a purchase, “ as valid and binding as though made by any disinterested third party,” C. C. 1146; and by operation of law, the purchase price was turned over to her, with her usufruct attaching to one-lialf of the same, and quoad that property, she became at the termination of tlie usufruct, indebted to the heirs and legatees of her husband for one-half of the proceeds of the sale. She thus acquired as complete and perfect a title to this property, as that which third parties acquired to the property purchased by them at that auction sale. As such owner, she was impeded by no law from disposing of her lawful property by sale or donation, and hence, her donation to Mrs. Bory transferred an untrammelled title to the latter.

But, as Mrs. Bory’s husband was absent from the State, she obtained, the authorization of tlie Parish Judge for the purpose of legally accepting the donation, and it is contended that the property, being valued at $8,000, the Parish Judge was incompetent for want of jurisdiction beyond $500, to grant the order, and that, therefore, the wife being authorized by neither husband nor Judge, the donation was a nullity. This objection is predicated on the. requirements of Arts. 126, 127 and 128, of the Civil Code, regulating loans made by married women, and the authorization in this case must be regulated by Art.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Philadelphia v. Evans
21 A. 200 (Supreme Court of Pennsylvania, 1891)

Cite This Page — Counsel Stack

Bluebook (online)
34 La. 399, Counsel Stack Legal Research, https://law.counselstack.com/opinion/heirs-of-michel-v-knox-la-1882.