In Re Succession of Horrell

993 So. 2d 354, 2007 La.App. 4 Cir. 1533, 2008 La. App. LEXIS 1309, 2008 WL 4489693
CourtLouisiana Court of Appeal
DecidedOctober 1, 2008
Docket2007-CA-1533
StatusPublished
Cited by17 cases

This text of 993 So. 2d 354 (In Re Succession of Horrell) 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 Horrell, 993 So. 2d 354, 2007 La.App. 4 Cir. 1533, 2008 La. App. LEXIS 1309, 2008 WL 4489693 (La. Ct. App. 2008).

Opinion

993 So.2d 354 (2008)

SUCCESSION OF Edward A. HORRELL, Sr.

No. 2007-CA-1533.

Court of Appeal of Louisiana, Fourth Circuit.

October 1, 2008.
Rehearing Denied November 12, 2008.

*357 Walter J. Horrell, Covington, LA, In Proper Person, Appellant.

Lisa C. Matthews, Kathleen D. Lambert, Stephenson, Matthews, Chavarri & Lambert, LLC, New Orleans, LA, for Lisa C. Matthews, Provisional Administratrix.

Jack M. Alltmont, Max Nathan, Jr., Eric M. Schorr, Sessions Fishman Nathan & Israel, L.L.P., New Orleans, LA, for Clare Younger Horrel, Gaye H. Coffer, Michael J. Horrell, Edward Horrell, Jr., Marie Elise Lecour.

(Court composed of Judge MICHAEL E. KIRBY, Judge TERRI F. LOVE, Judge DAVID S. GORBATY).

TERRI F. LOVE, Judge.

This appeal arises from protracted succession litigation. We find no error in the trial court's finding of contempt on the part of Walter Horrell and the imposition of sanctions upon him for his contemptuous behavior. Further, we find no error in the trial court's denial of Walter Horrell's Exception of No Right of Action and the trial court's order that Mr. Levenson be paid for his services and that he continue to act as Walter Horrell's agent for service of process and affirm. We also find that the trial court did not exceed its authority in granting an interim payment to the Provisional Administratrix of the Succession and charging payment of fees and costs incurred to Walter Horrell and affirm.

However, as we find no statutory basis for the payment of "damages" in the form of attorney fees incurred by Clare Younger Horrell, Edward A. Horrell, Jr., Michael Horrell, Elise LeCour, and Gay Coffer for Walter Horrell's contemptuous behavior, we amend that portion of the trial court's judgment and find the damages imposed as a fine of $500 payable to the trial court. We reverse the portion of the judgment placing the Horrells in partial possession and remand the matter to the trial court for further orders on the required accountings of the Provisional Administratrix before delivery of the decedent's legacy.

FACTUAL BACKGROUND AND PROCEDURAL HISTORY

The facts and procedural history of the Succession of Edward A. Horrell, Sr. ("Succession") are contained in Succession of Horrell, 95-1598, pp. 1-4 (La.App. 4 Cir. 9/11/96), 680 So.2d 725, 725-27:

Edward A. Horrell, Sr. died July 9, 1993, at age 84, leaving his wife of more than fifty years, Clare Younger Horrell (Mrs. Horrell), and five adult children, Walter (born in 1939), Gaye (born 1940), Michael (born 1942), Edward, Jr. (born in 1946), and Marie Elise a/k/a "Liz" (born in 1948). Shortly after his death, Mrs. Horrell filed a petition and order for appointment of administratrix with a sworn descriptive list, stating that Mr. Horrell died intestate.
The detailed descriptive list indicates that at the time of his death Mr. Horrell owned the following separate immovable property: The family home at 505 Florida Avenue (valued at $125,000) and industrial property at 2020 Lafayette Street (valued at $150,000), both in New Orleans, as well as an entire city block located at 19th and Tyler Streets in downtown Covington (valued at $300,000).
Mr. Horrell owned, as community property with his wife, a camp located in Lake Catherine, Louisiana (valued at $50,000), and the industrial property at 4821 Earhart Boulevard in New Orleans where his company (Horrell and Company, Inc.) business office and warehouse *358 were located (valued at $200,000). In addition, Mr. and Mrs. Horrell owned as joint tenants with a right of survivorship a house in Bay St. Louis, Mississippi (valued at $125,000) and two lots in Diamondhead, Mississippi (valued at $24,000).
Several days prior to the filing of Mrs. Horrell's petition and descriptive list, however, the Horrell's oldest son, Walter, sought to have his father's statutory will (executed on April 13, 1993) probated. It provided the following:
I, Edward A. Horrell, make this my last will and testament. I hereby revoke any prior wills or codicils that I may have made.
I give, grant, donate and bequeath the usufruct of all shares that I own in companies listed on the New York Stock Exchange and the usufruct of my home located at 505 Florida Boulevard, New Orleans, Louisiana, to my spouse, Clare Younger Horrell, for the rest of her life.
Subject to the usufruct of the premises at 505 Florida Boulevard, New Orleans, Louisiana, granted to my spouse, I give, grant, donate and bequeath all the immovable property (real estate) that I own in the Parish of Orleans, State of Louisiana, to four of my five children, namely Marie Elise Horrell, wife of Paul LeCour, Edward A. Horrell, Jr., Michael J. Horrell, and Gay Ann Horrell, divorced wife of John B. Coffer.
I give, grant, and bequeath all the immovable property (real estate) that I own in the Parish of St. Tammany, State of Louisiana, to my fifth child, Walter J. Horrell.
I give, grant, donate, and bequeath all the remainder of my property to my five children, Walter J. Horrell, Gay Ann Horrell, divorced wife of John B. Coffer, Michael J. Horrell, Edward A. Horrell, Jr., and Marie Elise Horrell, wife of Paul LeCour. I make them my universal legatees.
I name and appoint Walter J. Horrell as executor of my succession with full seizin and without bond or security.
The will, which had been prepared by Walter's daughter, Mary F. Horrell, a notary public, was signed in Mr. Horrell's hospital room at Mercy Hospital and witnessed by Edna a/k/a "Betty" Horrell (Walter's wife) and Allen E. Horrell (Walter's son) with Walter present. On the same day that Mr. Horrell signed the will, he also signed an Act of Donation prepared by Walter (who was an attorney) giving Walter the property in Covington.

The record indicates that six weeks after discovering the act of donation filed in the St. Tammany public records, Walter A. Horrell, Sr. ("Mr. Horrell, Sr.") signed a revocation of donation prepared by an attorney hired by some of his children. The prior case continues to state that:

On July 23, 1993, Mrs. Horrell was appointed administratrix. On August 31, 1993, she and four of her children (Gaye, Michael, Edward, and Marie Elise) petitioned to have the will declared invalid, alleging lack of testamentary capacity, undue influence, lack of sufficient number of witnesses, and conflict of interest. The two proceedings (the intestate succession filed by Mrs. Horrell and the testate succession filed by Walter) were consolidated on December 22, 1993.
On Jan. 10, 1994, Walter sought to remove his mother as administratrix and to have all the succession property delivered to him as executor. He alleged that his mother (1) failed to include two vehicles (a 1980 truck and a car) in the descriptive list; (2) used only rough *359 estimates in valuing the succession property; (3) commingled funds and continued to write checks for her own purposes; (4) paid succession debts without authorization of the court; (5) had taken steps to continue the business without complying with codal requirements and failed to operate it for the benefit of the succession. The trial court granted Walter's motion, removing Mrs. Horrell as administratrix and ordering her to deliver all succession property to Walter.

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

Related

Khalid Ataya Versus Nisa Suanphairin
Louisiana Court of Appeal, 2023
Succession of Edward A. Horrell, Sr. .
Louisiana Court of Appeal, 2021
Feingerts v. La. Citizens Prop. Ins. Corp.
265 So. 3d 62 (Louisiana Court of Appeal, 2019)
Shehee v. Shehee
260 So. 3d 744 (Louisiana Court of Appeal, 2018)
Succession of Deal
129 So. 3d 686 (Louisiana Court of Appeal, 2013)
Succession of Sandra Jean Deal
Louisiana Court of Appeal, 2013
Yokum v. Nicholas S. Karno II, Inc.
126 So. 3d 723 (Louisiana Court of Appeal, 2013)
Favrot v. Favrot
115 So. 3d 1190 (Louisiana Court of Appeal, 2013)
Succession of Horrell
79 So. 3d 1162 (Louisiana Court of Appeal, 2011)
In re the Marriage of Blanch
76 So. 3d 557 (Louisiana Court of Appeal, 2011)
In Reference to the Interdiction of Jones
54 So. 3d 54 (Louisiana Court of Appeal, 2010)

Cite This Page — Counsel Stack

Bluebook (online)
993 So. 2d 354, 2007 La.App. 4 Cir. 1533, 2008 La. App. LEXIS 1309, 2008 WL 4489693, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-succession-of-horrell-lactapp-2008.