In Re Succession of Hebert

887 So. 2d 98, 2004 WL 2071530
CourtLouisiana Court of Appeal
DecidedSeptember 17, 2004
Docket2003 CA 0531, 2003 CA 0532
StatusPublished
Cited by7 cases

This text of 887 So. 2d 98 (In Re Succession of Hebert) 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 Hebert, 887 So. 2d 98, 2004 WL 2071530 (La. Ct. App. 2004).

Opinion

887 So.2d 98 (2004)

SUCCESSION OF Margaret Meyers HEBERT
Succession of Theodule Henry Hebert

Nos. 2003 CA 0531, 2003 CA 0532.

Court of Appeal of Louisiana, First Circuit.

September 17, 2004.

*99 Neil H. Mixon, Powers & Willard, L.L.C., Baton Rouge, for Appellant Althea Whitfield, Administratrix of the Succession of T.H. Hebert.

DeVan Pardue, Springfield, for Appellee Jeanne Hebert, Administratrix of the Succession of Margaret Meyers Hebert.

Before: PARRO, GUIDRY, and DOWNING, JJ.

PARRO, J.

In the succession proceeding for Margaret M. Hebert, the administratrix of her husband's succession filed a motion to traverse the detailed descriptive list relative to its ownership classification of a 10 foot by 40 foot burial plot in the Ponchatoula Municipal Cemetery. After recognizing Mrs. Hebert as the sole owner of the said plot, the trial court dismissed the motion to traverse. The administratrix of Mr. Hebert's succession appealed from that judgment, as well as two subsequent related judgments rendered in Mr. Hebert's succession proceeding, which incorporated this finding.

Factual Background and Procedural History

Margaret M. Hebert and Theodule Henry Hebert were married in the 1920s. To their union, three children were born, Delores Hebert (Delores), John H. Hebert (John), and Althea H. Whitfield (Althea). Mr. Hebert and Mrs. Hebert had been married previously and had children born to those marriages. Mr. Hebert had nine children from his prior marriage, including Lilly H. Fendlason and Jessie H. Rottman, and Mrs. Hebert had one child from her prior marriage.

Mr. Hebert died on April 14, 1952. Mrs. Hebert died on April 10, 1958. Their successions were not opened via court filings until 2002[1] and then each was opened separately in order to resolve an ownership dispute as to the 10 foot by 40 foot burial plot in the Ponchatoula Municipal Cemetery (Ponchatoula Cemetery) in which Mr. and Mrs. Hebert had been buried.[2] This dispute arose when Mrs. Fendlason's daughter, Joy Yochim, attempted to have her husband, Willard D. Yochim, Jr., buried in the plot in question. John's daughter, Jeanne Hebert (Jeanne), instructed cemetery officials not to allow the burial of Mr. Yochim in the plot in question as neither he nor Mrs. Yochim was a relative of Mrs. Hebert, who was the record owner. Despite Jeanne's objection, Mr. Yochim was buried in said plot.

Jeanne was appointed as administratrix of Mrs. Hebert's succession, as was Althea of Mr. Hebert's succession. In the detailed descriptive list filed in Mrs. Hebert's succession proceeding, Jeanne listed the burial plot as Mrs. Hebert's separate property. On the other hand, Althea took the position that the cemetery plot belonged to *100 the former community of acquets and gains that existed between Mr. and Mrs. Hebert. Her position was set forth in the detailed descriptive list filed in Mr. Hebert's succession proceeding, as well as a traversal of the detailed descriptive list filed by her in Mrs. Hebert's succession proceeding.[3] Subsequently, Jeanne filed a motion for summary judgment seeking a declaration that the cemetery plot in question was owned solely by the estate of Mrs. Hebert and seeking an order directed to the funeral home that was responsible for the burial of Mr. Yochim in said plot to remove his body therefrom and place it elsewhere. Jeanne's motion was denied by the trial court. Subsequently, the trial court conducted a hearing on Althea's traversal. Based on the evidence presented at that hearing, the trial court found that the burial plot was Mrs. Hebert's separate and paraphernal property. Accordingly, in a judgment dated October 9, 2002, Althea's motion to traverse was dismissed, and she was ordered to pay costs. Althea filed a suspensive appeal from that judgment.[4]

On November 21, 2002, a judgment was entered in Mr. Hebert's succession proceeding, granting a motion to consolidate the two succession proceedings and decreeing that Mr. Hebert's estate had no interest in the burial plot in question pursuant to the prior ruling made in Mrs. Hebert's succession proceeding. A similar judgment was also signed on November 25, 2002. Althea has also appealed from those two judgments.[5]

On appeal, Althea urged that the trial court legally erred in:

1. failing to give legal effect to the operation of the civilian doctrine of seizin embodied in LSA-C.C. arts. 934 and 935;
2. failing to apply LSA-C.C. art. 2452 regarding the sale of a thing by a non-owner;
3. failing to apply LSA-C.C. arts. 1837 and 1839 and finding that the bill of sale, which was not in authentic form or signed by Mrs. Hebert, could transfer title of the plot to Mrs. Hebert;
4. excluding all evidence relative to the issue of ownership, except the September 3, 1952 bill of sale;
5. classifying the burial plot in question as Mrs. Hebert's separate property; and
6. assessing Althea with court costs.

Motion to Traverse

The descriptive list of succession property authorized by LSA-C.C.P. art. 3136 shall be accepted as prima facie proof of all matters shown therein, unless amended or traversed successfully. Any interested person may traverse the descriptive list at any time, on contradictory motion served on the person filing it. LSA-C.C.P. art. 3137. Article 3137 clearly *101 states that the original descriptive list does not constitute prima facie proof once the mover's motion to traverse has been granted, and a copy of the traversed descriptive list shall be filed with the Department of Revenue.

Things in the possession of a spouse during the existence of a regime of community of acquets and gains are presumed to be community, but either spouse may prove that they are separate property. LSA-C.C. art. 2340. Article 2340 establishes a presumption in favor of the community which can be rebutted by either spouse. Since this presumption is rebuttable, the article is procedural in nature and can be applied retroactively to the facts of this case. See Tullier v. Tullier, 464 So.2d 278, 282 (La.1985). The proper burden of proof in overcoming the presumption of community contained in Article 2340 is a preponderance of the evidence. Talbot v. Talbot, 03-0814 (La.12/12/03), 864 So.2d 590, 600. The party asserting the separate nature of the property acquired during the marriage has the burden of overcoming a strong presumption in favor of the community. Tullier, 464 So.2d at 283.

In her traversal, Althea asserted that the plot in question was community property, since it was acquired in the 1940s during the marriage of Mr. and Mrs. Hebert, and that property formerly belonging to the community served as the consideration in the exchange that resulted in the acquisition of the plot in question. Jeanne's adverse position was based on the fact that a "Bill of Sale" indicates that the plot in question was acquired by Mrs. Hebert after Mr. Hebert's death when the community no longer existed.

The document in question provided in pertinent part:

Note: No charge due to error BILL OF SALE of selling plot purchased by Rottman to another person. Town of Ponchatoula to Mrs. T.H. Hebert KNOW ALL MEN BY THESE PRESENTS, That in consideration of the sum of No charge Dollars, the receipt of which is hereby acknowledged, I, Gladys Dufreche

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Cite This Page — Counsel Stack

Bluebook (online)
887 So. 2d 98, 2004 WL 2071530, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-succession-of-hebert-lactapp-2004.