Hoover v. Hoover

813 So. 2d 329, 2002 WL 497006
CourtSupreme Court of Louisiana
DecidedApril 3, 2002
Docket2001-C-2200
StatusPublished
Cited by14 cases

This text of 813 So. 2d 329 (Hoover v. Hoover) 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
Hoover v. Hoover, 813 So. 2d 329, 2002 WL 497006 (La. 2002).

Opinion

813 So.2d 329 (2002)

Robert Dean HOOVER
v.
Anne Marie Olivier HOOVER.

No. 2001-C-2200.

Supreme Court of Louisiana.

April 3, 2002.

*330 Gregory S. Johnson, Esq., Bullock & Johnson, for Applicant.

James D. Thomas, II, Esq., Benjamin P. Mouton, Esq., for Respondent.

CALOGERO, Chief Justice.[*]

We granted this writ to consider whether the community property settlement of former spouses Robert Dean Hoover and Anne Marie Olivier Hoover is a transaction or compromise, or an extra judicial partition and whether the lower courts erred in dismissing Anne Hoover's claim of lesion. Upon review of the facts and the applicable law, we find that the agreement is an extra judicial partition for which lesion remains a viable remedy.

FACTS

Robert Dean Hoover (Robert) and Anne Marie Olivier Hoover (Anne) were married on August 30, 1980. On November 16, 1994, Robert filed a petition for divorce under La. Civ.Code art. 102. On June 5, 1995, Robert filed a new divorce petition pursuant to La. Civ.Code art. 103. A judgment of divorce was rendered on July 18, 1995. That judgment resolved issues of child and spousal support but did not address division of the former spouses' property. The parties instead signed a "community property settlement." The document was executed by the parties but never made a judgment of the court. At the time that the "community property settlement" was executed, Robert represented Robert Lynn Mizell (Mizell) in a tort suit, and had a contingency fee contract. The value of that contract was not specifically included in the "community property settlement." On September 4, 1998, Anne filed a "Motion to Partition Discovered Community Asset or in the Alternative to Set Aside Community Property Partition Based on Fraud and/or Lesion." The motion alleged that the value of the Mizell contract should have, but was not, included in the property partition. The motion requested that the Mizell contract be deemed "an un-partitioned asset" and that the value be divided between the parties. In the alternative, Anne requested that the partition agreement be rescinded on the basis of fraud. In the second alternative, Anne alleged that the community property partition was lesionary.

After answering the petition, Robert moved for summary judgment alleging *331 that there is no genuine issue of material fact regarding certain claims asserted in Anne's petition. Robert also filed Exceptions of prescription and no cause of action. After a hearing, the trial court granted Robert's motion for summary judgment and dismissed Anne's claim. The court did not reach Robert's exceptions.

Anne appealed, alleging the trial court erred in dismissing her claims of fraud and lesion. The First Circuit affirmed the trial court's rulings. The court first addressed the dismissal of Anne's fraud claim. The court noted that in support of his motion for summary judgment, Robert attached his own affidavit as well as the affidavit of Nancy Sue Gregorie, the attorney who represented Anne in connection with the community property settlement. Both affidavits show that prior to the parties' execution of the partition agreement, Robert informed Anne that other contingency fee cases existed which were not part of the partition agreement; Robert refused to provide Anne with detailed information on these other matters unless Anne propounded formal discovery; and Anne, being aware of Robert's position, chose to sign the partition agreement without conducting further discovery. The court of appeal found that through the affidavits, Robert demonstrated an absence of factual support for Anne's claim that Robert fraudulently concealed the Mizell case. The appellate court then noted that Anne then failed to demonstrate that she would be able to meet her evidentiary burden of proof on the allegation of fraud at trial, and hence summary judgment was proper under La.Code Civ. Proc. art. 966.

The court next turned to Anne's lesion claim and found that the trial court properly disposed of that allegation as well. The court found that while Louisiana Civil Code article 814 allows an extrajudicial partition to be rescinded on account of lesion, the property agreement between Robert and Anne was a transaction or compromise. The court noted that the parties were fully aware of the consequences of their actions and Anne chose to accept the settlement as written despite knowledge that Robert had contingency fee cases pending. The court of appeal held that because La. Civ.Code art 3078 disallows a lesionary attack on a transaction or compromise, the trial court properly denied the claim.

Two court of appeal judges, writing separately, concurred in part and dissented in part. Both judges agreed that the trial court properly dismissed Anne's fraudbased claim, but both dissented on the majority's treatment of Anne's claim for lesion. The dissenting court of appeal judges believed a conflict existed between La. Civ Code arts. 814 and 3078. The dissenters noted that while La. Civ.Code art. 814 permits an attack on an extrajudicial partition on the basis of lesion, La. Civ.Code art. 3078 disallows lesionary attacks on a transaction or compromise. The dissenting judges believed that in this instance, the partition agreement was an extrajudicial partition subject to a lesionary attack. The dissenters noted that Williamson v. Amilton, 13 La. Ann. 387, 388 (1858) provides support for the determination that extrajudicial partitions, even if they have qualities of a transaction or compromise, are nonetheless subject to claims for lesion.

LAW AND ANALYSIS

Relator, Anne Hoover, argues that the lower courts erred in dismissing her claim for lesion by granting Robert's motion for summary judgment.[1] Anne claims *332 that the lower courts were in error in finding that the partition agreement constituted a transaction and compromise[2] for which lesion is unavailable under La. Civ. Code art. 3078[3]. Anne contends that the agreement was, instead, an extrajudicial partition which is subject to a claim for lesion pursuant to La. Civ.Code art. 814[4]. We agree.

Transaction or Compromise v. Extrajudicial Partition

Louisiana Civil Code articles 3078 and 814 are indeed, seemingly at odds. La. Civ.Code art. 814 allows an extrajudicial partition to be attacked for lesion, but La. Civ.Code art. 3078 disallows lesionary challenges of a transaction or compromise. Oftentimes, however, as is the case here, extrajudical partitions have qualities of a transaction or compromise and the question becomes which codal article applies. We find that the case of Williamson v. Amilton, 13 La. Ann. 387, 388 (1858) provides a well-reasoned analysis for resolving the conflict.

Williamson

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813 So. 2d 329, 2002 WL 497006, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hoover-v-hoover-la-2002.