In re Succession of Dysart

206 So. 3d 357, 2016 La. App. LEXIS 1752
CourtLouisiana Court of Appeal
DecidedSeptember 28, 2016
DocketNo. 50,927-CA
StatusPublished
Cited by1 cases

This text of 206 So. 3d 357 (In re Succession of Dysart) 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
In re Succession of Dysart, 206 So. 3d 357, 2016 La. App. LEXIS 1752 (La. Ct. App. 2016).

Opinion

PITMAN, J.

| Appellant Linda Dysart, eo-administra-trix of the Succession of Paul Edward Dysart, appeals the judgment of the trial court that ordered the homologation of the tableau of distribution, with amendments, proposed by Appellee Georgia Dysart, co-administratrix. For the following reasons, we affirm in part and reverse in part.

FACTS

Paul Dysart (“Decedent”) died intestate on March 24, 2013. His mother Linda Dy-sart (“Linda”) and his wife Georgia Dysart (“Georgia”) were appointed as co-adminis-tratrices of his succession. The record demonstrates that Linda and Georgia had adversarial feelings toward each other, which they expressed in contentious and extensive litigation. At issue on appeal is the judgment addressing the identification, classification and valuation of assets and liabilities of the succession, determining the insolvency of the succession and ordering the homologation of Georgia’s proposed tableau of distribution, with amendments. The assets and liabilities relevant to this appeal are a 2001 Tang trailer (the “2001 trailer”) purchased during the marriage of Decedent and Georgia;1 a trailer purchased by Georgia before the marriage (the “1998 trailer”); attorney fees of Georgia’s attorney, Paul Hurd; and Decedent’s funeral expenses paid by Linda. Other items—miscellaneous personal items, a judgment to creditor Mary McCoy, a 1989 Chevrolet Camaro (the “Camaro”), a 1978 GMC 6000 truck (the “GMC”) and a 1969 Chevrolet El Camino (the “El Camino”)— I ¡¿were included in the parties’ proposed tableaus of distribution and in the trial court’s judgment, but are not at issue on appeal.

On December 2, 2014, Georgia filed a petition for authority to sell community movables, to pay priority claims of the estate and to release sale proceeds as separate property of the surviving spouse. She also filed a proposed tableau of distribution. She stated that the estate is insolvent and has no cash on hand to pay its debts. She noted that, if the court approved the sale of the community movables for $500, that $500 could be used to pay Linda as reimbursement for funeral costs. She suggested that the estate abandon its claim to the GMC because the legal cost of recovering the asset exceeds its value. She proposed that the proceeds of the sale of the 2001 trailer be released' to her because it is her separate property. She agreed to pay the judgment to creditor Mary McCoy because the judgment was held against her and Decedent jointly. She also noted the different valuations of the Camaro and that her counsel Mr. Hurd agreed to grant the estate a credit of $7,000 against his outstanding legal fees of $15,708.50 in exchange for the Camaro. She listed as remaining assets miscellaneous movable items valued at $500, the community interest in the El Camino and possible reimbursement claims from Linda of unknown values. She also listed remaining liabilities and their priorities. As second priority, she listed unpaid legal fees to Linda’s attorney Anthony Bruscato of an undetermined amount and unpaid legal fees to Mr. Hurd. As third priority, she listed last illness expenses of $36,000. She also listed as liabilities the general debts for lot rent of $508, cleaning charge of $200, reimbursement claim of Linda for $10,600.98, reimbursement for advances of $2,553.02 to Decedent to repair the Cama-ro and $6,200 to judgment creditor Mary McCoy.

[360]*360|sOn December 22, 2014, Linda filed an opposition to Georgia’s proposed tableau of distribution. As disagreements, Linda listed whether the 2001 trailer is community or separate property, whether the Camaro is .an asset of the succession, whether her right to be reimbursed for funeral expenses is capped at $500, how to handle the expenses of Decedent’s last illness, how to value the services of the attorneys and whether the community debt owed to Mary McCoy.should be settled using the funds from the sale of the 2001 trailer. She also disagreed with the , ranking of the privileges and mortgages of the creditors proposed by Georgia and provided her version of a “correct” tableau of distribution. She listed the 2001 trailer as the separate property of Decedent and the miscellaneous personal items as community property. In order of privilege, she listed funeral expenses of $9,020.80, expenses of administration of an undetermined amount, expenses of last illness of an undetermined amount and the community debt owed to Mary McCoy. She stated that the costs of the last illness needed to be determined before proclaiming the succession insolvent. She argued that she should be reimbursed for the full amount of the funeral expenses, not merely $500. She agreed that the succession should abandon its claim to the GMC in her favor. She argued that the funds from the sale of the 2001 trailer should not be released to Georgia because the funds are subject to the claims of persons to whom the community was indebted. She requested that the trial court rule that the Camaro is her personal property and not an asset of the succession. She further stated that she does not agree that the community has an interest in the El Camino. She also objected to Mr. Hurd’s claims for attorney fees and costs as excessive and improperly documented.

|40n December 30, 2014, Linda filed a motion to impose rules for succession management or, in the alternative, to remove Mr. Hurd as the succession attorney should those rules not be followed. She stated that the motions filed by Georgia, supposedly acting on behalf of the succession, were filed without consulting her, arguing that these pleadings advanced the interest of Georgia, not the succession. She stated that Georgia should not be removed as a co-administratrix, but questioned Mr. Hurd’s role as counsel for the succession.

A hearing on the motion to impose rules for succession management or, in the alternative, to remove the succession attorney was held on April 27, 2015. The trial court denied the motion at Linda’s cost and ruled that the filing of Georgia’s proposed tableau of distribution was not an improper abuse of procedure. It noted that, when co-administrators cannot agree, one or the other must file a pleading to properly bring the issues before the court.

Also on April 27, 2015, a hearing began on Linda’s opposition to Georgia’s proposed tableau of distribution; Linda’s answer to Georgia’s petition for authority to sell community movables, to pay priority claims of estate and to release sale proceeds as separate property of surviving spouse; and on all other remaining issues regarding identification, classification and valuation of the assets and liabilities of the succession.

On cross-examination, Georgia testified that she and Decedent married on July 30, 2004, in Ouachita Parish and that they did not have a premarital contract. She stated that she lives in a trailer that she purchased in 1998. It is a rent-to-own trailer, and she still owes a balance on it. She stated that, while she and Decedent were married, renters lived in the [⅞1998 trailer. When questioned by her counsel if community funds were used to pay her separate debt on the 1998 trailer and why the pay-[361]*361merits on the trailer and the income from renters were not included in the detailed descriptive list, she could offer no explanation. She stated that, while she and Decedent were married, she fell and broke her leg is six places and crushed her ankle. She received $42,500 in a settlement for her injuries from the insurance carrier of the building where she was injured, and Decedent received a $2,500 settlement for loss of consortium.

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Bluebook (online)
206 So. 3d 357, 2016 La. App. LEXIS 1752, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-succession-of-dysart-lactapp-2016.