Hughes v. Burguieres

258 So. 2d 626, 1972 La. App. LEXIS 6930
CourtLouisiana Court of Appeal
DecidedJanuary 31, 1972
DocketNo. 8717
StatusPublished
Cited by1 cases

This text of 258 So. 2d 626 (Hughes v. Burguieres) 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
Hughes v. Burguieres, 258 So. 2d 626, 1972 La. App. LEXIS 6930 (La. Ct. App. 1972).

Opinion

LANDRY, Judge.

Defendant, Gregory J. Burguieres (appellant), appeals the judgment of the trial court casting him for costs and the fees of plaintiff’s attorney in an action by plaintiff, Abner E. Hughes, Trustee (Trustee), under the Last Will and Testament of Jules M. Burguieres, deceased, for a declaratory judgment to determine whether or not certain actions by appellant effected a forfeiture of appellant’s rights as beneficiary in a trust established by decedent’s will. We affirm.

In his action for declaratory judgment, Trustee also named as defendants twenty-five other legatees under decedent’s will, the terms of which constituted them contingent beneficiaries entitled to share any revoked legacies. The trial court found that appellant’s actions were not proscribed by the forfeiture clause of the will, but nevertheless rendered judgment in favor of Trustee and against Appellant’s trust for all costs of the Declaratory Judgment proceeding and for attorney’s fees claimed by Trustee in the sum of $1,500.00. Defendant has appealed that portion of the judgment casting Appellant’s trust for costs and attorney’s fees. Trustee has not appealed that portion of the judgment favorable to defendant-appellant. Neither has Trustee answered appellant’s appeal. Consequently, the sole issue on appeal is whether the lower court erred in assessing Appellant’s trust for costs and attorney’s fees notwithstanding rendition of judgment [627]*627in Appellant’s favor on the merits of the issue tried in the declaratory judgment proceeding.

Jules M. Burguieres, Appellant’s uncle, died September 7, 1960, leaving a last will and testament dated September 30, 1959, which testament was duly probated. Having no forced heirs, testator established separate trusts for each of his surviving twenty-six nieces and nephews, including Appellant herein. The principal of each trust consists of %6th of testator’s residual estate subject to three usufructs granted decedent’s two surviving sisters and one brother in the amount of 15% each. One of the sisters has since died terminating her usufruct.

The action for declaratory judgment brought by Trustee against Appellant was motivated by the following provisions contained in the will of decedent Jules M. Burguieres, which established the trusts in favor of Appellant and his cousins:

‘‘If, subsequent to the date of this will, any of my said legatees, * * *
(1) files any suit, or otherwise asserts, in any legal proceeding, any claim or demand against me or my estate, or
(2) proceeds with any such claim or demand asserted prior to the date of this will; or
(3) attacks this will or any portion hereof; or
(4) files any suit or otherwise asserts any claim or demand against me or my estate, or against any of my brothers or their estates, concerning the management of any one of us of the financial or other affairs of the J. M. Burguieres Co., Ltd., or the management, by any of us, of the financial or other affairs of any of the descendants of my father, Jules M. Bur-guieres, then, in any of such events, I revoke the bequest herein made to such legatee or legatees and make the following disposition of the portion of
my estate which such legatee would otherwise have acquired pursuant to this will, to-wit:
If such legatee has been herein bequeathed a portion of my estate other than a usufruct, I direct that part of my estate such legatee would otherwise have acquired pursuant to this will be divided among the remainder of my twenty-six nieces and nephews, hereinabove named, and groups of descendants representing predeceased nieces and nephews, in the same manner and subject to the same terms and conditions as if said legatee had predeceased me; provided, however, such legatee’s descendants shall not participate in said distribution of such part of my estate.”

Although the record does not affirmatively so show, the inference is clear that a considerable portion of decedent’s estate consisted of stock in J. M. Burguieres Co., Ltd., which corporation owned considerable real estate. On October 8, 1966, Appellant wrote the J. M. Burguieres Co., Ltd., and its officers and directors (one of whom was C. Patout Burguieres, brother of testator and father of Appellant) demanding immediate collection of certain debts allegedly due the corporation, including obligations assertedly owed by decedent’s two surviving sisters and brother. Appellant also demanded a report by the directors of the corporation accounting for corporate lands allegedly lost due to the fault of the officers and directors of the corporation. In addition, Appellant requested an explanation of expenses incurred for surveying of the corporate property in the years 1965 and 1966.

Subsequently, on April 10, 1967, appellant instituted a shareholder’s derivative action against the Corporation and joined as defendants therein the Corporation and all its directors except Appellant’s father, C. Patout Burguieres. The action sought to annul and enjoin the action of the Board [628]*628of Directors of the Corporation in releasing certain Corporation debtors, including the estates of Henry I. Burguieres and Ernest A. Burguieres, both of whom were brothers of decedent. Appellant’s derivative action also sought to have the Corporation’s directors ordered to promptly collect the debts at issue and institute such actions as were found necessary to recover lands lost by the Corporation. Alternatively, Appellant sought recovery on behalf of the Corporation against the directors personally in the event the debt releases in dispute were held to be valid.

In this present action, the Trustee alleges he was unable to determine whether Appellant’s above mentioned activities violated the provisions contained in the will of Jules M. Burguieres. Trustee further alleges he considered himself obligated to the remaining twenty-five beneficiaries to institute this action for declaratory judgment to determine whether Appellant’s aforesaid actions operated a forfeiture of Appellant’s trust and the reversion thereof to the benefit of the remaining trusts as provided for in decedent’s will.

It is unnecessary for us to consider that portion of the trial court’s judgment which held that the actions of defendant, Gregory J. M. Burguieres, did not violate the terms of the will which established the trust in his favor. Trustee did not appeal from said determination and the judgment has become res judicata insofar as those particular actions of defendant are concerned.

It is the settled jurisprudence of this state that attorney’s fees are not recoverable against a litigant unless specific provision therefor exists, either by statute or contract. Popich v. Fidelity and Deposit Co. of Maryland, La.App., 231 So.2d 604, and authorities therein cited.

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Related

Hughes v. Burguieres
276 So. 2d 267 (Supreme Court of Louisiana, 1973)

Cite This Page — Counsel Stack

Bluebook (online)
258 So. 2d 626, 1972 La. App. LEXIS 6930, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hughes-v-burguieres-lactapp-1972.