In Re Succession of Jackson

770 So. 2d 804, 2000 WL 1027216
CourtLouisiana Court of Appeal
DecidedJuly 26, 2000
DocketCA 00-31
StatusPublished
Cited by2 cases

This text of 770 So. 2d 804 (In Re Succession of Jackson) 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 Jackson, 770 So. 2d 804, 2000 WL 1027216 (La. Ct. App. 2000).

Opinion

770 So.2d 804 (2000)

SUCCESSION OF Bessie Cantrell JACKSON.

No. CA 00-31.

Court of Appeal of Louisiana, Third Circuit.

July 26, 2000.
Writ Denied November 17, 2000.

*805 James Bolen & Gregory Erwin, Bolen & Erwin, Alexandria, LA, Attorney for Plaintiff/ Appellant-The Louisiana Baptist Foundation.

Ricky Sooter, Provosty, Sadler & Delaunay, Alexandria, LA, Attorneys for Defendants/ Appellees-Stanley and Hilda Dickson.

(Court composed of HENRY L. YELVERTON, ULYSSES G. THIBODEAUX, BILLIE COLOMBARO WOODARD, JIMMIE C. PETERS, and MARC T. AMY, Judges).

YELVERTON, Judge.

The Louisiana Baptist Foundation claims title to certain residential property[1] in Rapides Parish as a particular legatee in the last will and testament of Ms. Bessie Cantrell Jackson, who died April 12, 1996. The defendants are Stanley J. and Hilda *806 L. Dickson, individually, and Hilda L. Dickson in her capacity as the executrix under the will. The principal issue before us is whether the particular legacy was revoked by the testatrix. The trial judge held that it was. We reverse. We hold that it was not revoked and that the property passed by succession to the Foundation.

There is no dispute about the essential facts of this case. Bessie Jackson's husband died in 1985. Childless and in failing health herself, Ms. Jackson began to depend more and more on Stanley and Hilda Dickson, her neighbors and close friends. In 1989, they went to an attorney and Ms. Jackson executed a will. She designated Hilda Dickson as the executrix. A devout Baptist, Ms. Jackson named the Louisiana Baptist Foundation a particular legatee, bequeathing it her residence in Rapides Parish in trust. This was the only immovable property she owned. There were a few particular legacies of movable property to other persons. The Dicksons were named the universal legatees.

Ms. Jackson was quite obese and very hard-of-hearing, and she had arthritis and other ailments. Because of her dependence on the Dicksons, at the same time she made her will she also executed a general "Power of Attorney" to Hilda Dickson. Although the instrument included authority to sell real property in Rapides Parish and to receive the price thereof, it did not specify a price or any other terms or conditions of such a sale. The instrument did not empower Ms. Dickson to donate any of Ms. Jackson's property. Ms. Dickson established a joint checking account for "Bessie C. Jackson or Hilda Dickson" with the American Security Bank of Alexandria, Louisiana. This account was for the deposit of Ms. Jackson's income and the payment of her bills.

Ms. Jackson's health continued to get worse and on February 11, 1995, at the age of 77, she was placed in Annie Mae Matthews Memorial Nursing Home in Alexandria with a diagnosis of altered mental status and later, Alzheimer's Disease. Ms. Dickson was permitted to testify, over objection of counsel for the Foundation, about a conversation she had with the deceased two or three weeks after she entered the nursing home. The two were alone in Ms. Jackson's room. Ms. Jackson asked Ms. Dickson if she was ever going to be able to go home. Told that she could not, because the doctors did not think she could take care of herself, Ms. Jackson responded by telling Ms. Dickson that she wanted to sell her home and that she could buy it.

This conversation is the operative fact which the Dicksons contend is the manifestation of Ms. Jackson's intent to revoke the particular legacy to the Foundation. They also contend that this verbal authorization enabled Ms. Dickson to sell the property to herself.

Three or four weeks later, on March 24, 1995, Ms. Dickson, as "agent and attorney-in-fact" of the deceased, initiated what the trial judge described as a "convoluted series of transactions" involving the property. These transactions ended up with the Dicksons becoming the record owners.

The first transaction in the series was an act of sale to Dennis R. Dickson and his wife, Patricia, for $100,000. Dennis is Stanley and Hilda Dickson's son. For the price, the younger Dicksons signed a promissory note for $100,000 payable to Ms. Jackson, and secured it with an act of mortgage. The sale and mortgage were recorded in the Rapides Parish records. The note was never paid. The younger Dicksons testified that they knew they were not buying the property, and that they would not have to pay the promissory note; they were aware that the property would soon be put in his parents' name. They testified that they participated in the deed because that was what they were told to do.

About three months later, on June 16, 1995, the second transaction occurred. The younger Dicksons conveyed the property *807 to the elder Dicksons by an instrument of cash sale reciting a consideration of $100,000. The elder Dicksons moved into the Jackson residence. The elder Dicksons had earlier put up their own home for sale. The sale of their own home closed on August 18, 1995, and they were paid $110,000. The promissory note given by the younger Dicksons for $100,000 for the Jackson property was marked paid by Ms. Dickson, and it was used to cancel the inscription of the mortgage on the public records.

On the same day that Stanley and Hilda Dickson got the $110,000 from the sale of their own home, they deposited $100,000 in the Bessie C. Jackson or Hilda Dickson joint account. Ms. Dickson immediately wrote three checks on that account for $68,000, $25,000, and $7,000. She used these three checks to purchase certificates of deposit with three different banks in the names of only her husband and herself. Stanley Dickson at the trial explained why this was done. He said that the $100,000 was Ms. Jackson's money, but that she wanted the CDs to be put in his name so that if something happened to Ms. Dickson and Ms. Jackson needed the money quickly, he would have ready access to it. At the trial, he testified that he and his wife still had those CDs.

Ms. Jackson died on April 12, 1996. When Ms. Dickson, as executrix of the will, opened Ms. Jackson's succession, probated her will, and petitioned the court for possession, these three CDs were not included in the detailed descriptive list of assets, and they were not included in the judgment of possession.

Ms. Dickson's petition for possession, as executrix, pled the following with respect to the particular legacy to the Foundation:

The decedent's residence in Rapides Parish, Louisiana, bearing municipal address of 405 Hartwood, Alexandria, Louisiana, which was bequeathed to the Louisiana Baptist Foundation, as Trustee, as set out in Paragraph V above was sold prior to decedent's death and, therefore, this provision of decedent's will is moot.

After payment of the funeral costs, attorney's fee, and the executrix's fee, the succession assets netted $177,243.19. All but $2,500 of this was cash. Stanley and Hilda Dickson were placed in possession of these assets as universal legatees.

After the Foundation learned that it was a particular legatee of the deceased's immovable property, it filed suit to reopen the succession. The petition attacked the validity of the sales on the ground that no price was ever paid and alleged that the sales were in violation of Ms. Dickson's fiduciary duty as Ms. Jackson's agent. The Foundation alleged that the Dicksons were in possession of the property and prayed to be recognized as owner by particular title and sent into possession.

By the time the case went to trial, Ms.

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Bluebook (online)
770 So. 2d 804, 2000 WL 1027216, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-succession-of-jackson-lactapp-2000.