In Re Succession of Stark

934 So. 2d 901, 2006 WL 1824678
CourtLouisiana Court of Appeal
DecidedJuly 5, 2006
Docket2006-190
StatusPublished
Cited by5 cases

This text of 934 So. 2d 901 (In Re Succession of Stark) 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 Stark, 934 So. 2d 901, 2006 WL 1824678 (La. Ct. App. 2006).

Opinion

934 So.2d 901 (2006)

SUCCESSION OF Nita Hill STARK.

No. 2006-190.

Court of Appeal of Louisiana, Third Circuit.

July 5, 2006.

*902 L. Clayton Burgess, G. Shelly Maturin, II, Lafayette, Louisiana, for Appellants, Ida Marie Stark, individually, and as Independent Executrix of the Estate of William H. Stark, II, Randall Hill Stark, William H. Stark, III, and Lynn Stark Barras.

Russell J. Stutes, Jr., P. Jody Lavergne, Joel M. Lutz, Stutes, Fontenot, Lavergne & Lutz, Allen L. Smith, Jr., Plauche, Smith & Nieset, Lake Charles, Louisiana, for Appellee, The Nelda C. and H.J. *903 Lutcher Stark Foundation, represented by Walter Riedel III, President and Chief Executive Officer.

Homer Stark, In Proper Person, c/o Jerry Kacal, Dunn, Kacal, Adams, Pappas, Houston, Texas.

Rebecca Stark Nugent, In Proper Person, Bryan, Texas.

Court composed of JOHN D. SAUNDERS, ELIZABETH A. PICKETT, and JAMES T. GENOVESE, Judges.

GENOVESE, Judge.

In this ancillary succession proceeding, the heirs of Nita Hill Stark (heirs) appeal the trial court's judgment denying their motions for continuance and sustaining the exception of prescription filed on behalf of the Nelda C. and H.J. Lutcher Stark Foundation (Foundation). For the following reasons, we affirm.

FACTS

The historical backdrop of the instant matter spans two states, three prior lawsuits, and more than sixty-four years. The following is an abbreviated discourse of the facts relevant to the issues presented for this court's consideration.

H.J. Lutcher Stark (Lutcher), a domiciliary of Orange, Texas, died in 1965. He had two sons, William "Bill" H. Stark, II and Homer Stark (Bill and Homer), both adopted with his first wife, Nita Hill Stark (Nita), who died in 1939. Lutcher had no children by his second wife, who also predeceased him. Lutcher then married Nelda C. Stark (Nelda) in 1945 and had no children with her. According to his 1961 will and the estate proceedings in Texas, Lutcher left one million dollars to each of his two sons, Bill and Homer. He left his personal property to Nelda and named her the universal legatee of one-half of his remaining estate. The other half was left to the Nelda C. and H.J. Lutcher Stark Foundation. The bulk of Lutcher Stark's sizeable estate involved property located in Texas, and his will was probated there in the years following his death. Bill and Homer received their bequests in 1969 and signed releases acknowledging payment and relinquishing any further claims to their father's estate.

There being immovable property in Calcasieu Parish, Louisiana, in 1972, Nelda filed ancillary succession proceedings in Calcasieu Parish. She asserted ownership by Lutcher's estate of forty-two acres of land in Calcasieu Parish and numerous mineral interests in Calcasieu and Caddo parishes. The Louisiana property was valued at $40,950.00. Nelda alleged that the portion of the Louisiana property required to go to Bill and Homer, as forced heirs, was more than fully satisfied by the million-dollar bequests disbursed to them in 1969. She also offered proof of the Foundation's waiver of its right to claim the Louisiana property. Consequently, Nelda alone was put into possession of all of the Louisiana property owned by Lutcher at the time of his death. In 1982, Nelda filed a petition to amend the detailed descriptive list and judgment of possession in the ancillary succession, having discovered an additional mineral interest owned by Lutcher's estate in Caddo Parish. The judgment of possession was amended thereby naming Nelda as owner of the newly discovered mineral interest in Caddo Parish.

In 1988, in the same ancillary succession proceeding filed by Nelda in Calcasieu Parish back in 1972, the heirs claimed that Nelda failed to disclose to the Louisiana court thousands of acres of land owned by Lutcher at the time of his death, as well as numerous mineral leases and other income-producing property located in Louisiana. *904 The heirs prayed for the appointment of Randy Stark (Lutcher's grandson) as executor of Lutcher's estate, a detailed descriptive list and final accounting of Louisiana assets from a representative of the Estate of Nelda Stark, possession of all property concealed by Nelda, and collation of any assets advanced to Nelda during Lutcher's lifetime. The heirs then filed an amended petition seeking to nullify the original and amended judgments of possession. The succession, through its universal legatee, the Nelda C. and H.J. Lutcher Stark Foundation, and the succession's co-executors, Eunice R. Benckenstein, Walter Riedel III, and Roy Wingate, filed exceptions to the petition based on res judicata, prescription, no cause of action, and no right of action. The trial court maintained the exceptions of prescription and no cause or right of action and dismissed the heirs' suit. This court, in Ancillary Succession of H.J. Lutcher Stark, an unpublished opinion bearing docket number 04-323 (La.App. 3 Cir. 9/29/04), 885 So.2d 59, writ denied, 04-2700 (La.1/7/05), 891 So.2d 680, affirmed the trial court's ruling dismissing the heirs' suit.

Bill Stark died in 1979. His heirs and his brother, Homer, filed suit in Texas in 1988, seeking additional money from the Lutcher estate and from the Foundation. They alleged fraud and mismanagement in the handling of Luther's estate, as well as in the handling of Nita's estate, and the embezzlement and concealment of assets belonging to the succession. Their claims were ultimately settled in 1991, with Bill's family and Homer each receiving $2,500,000.00 from the estate and the Foundation. The settlement documents described the compromise as a full and final settlement of any and all claims of fraud, mismanagement, heirship, inheritance rights, and forced heirship against the estate and the executrix.

In 1999, Nelda died. In a Texas suit filed shortly thereafter, Homer and Bill's heirs contended that following her death, certain employees of the Foundation or Foundation-owned enterprises, such as the Stark Art Museum, approached family members and told them that Nelda had hidden property from them and had instructed them to burn documents evidencing certain assets. Summary judgment was rendered in that lawsuit in favor of Nelda's estate and the Foundation, with the court upholding the validity of the 1991 settlement and release of any further claims.

On January 24, 2003, Appellants, Ida Marie Stark, individually, and as Independent Executrix of the Estate of William "Bill" H. Stark, II, Randall Hill Stark, William H. Stark, III, and Lynn Stark Barras, filed the instant litigation asserting that "H. J. Lutcher Stark concealed and/or omitted substantial Louisiana assets of the Decedent, Nita Hill Stark, from the rightful heirs...." Appellants further alleged that the legitime of Bill and Homer Stark had not been satisfied in accordance with Louisiana law. In response, Appellee, the Nelda C. and H.J. Lutcher Stark Foundation, represented by Walter Riedel, III, its Chairman of the Board, filed exceptions of res judicata, prescription and no right of action.

The Foundation's exceptions were originally set for hearing on April 11, 2005, but were continued and re-fixed for May 23, 2005 at the request of Appellants' counsel. Appellants also filed a motion for continuance and a motion for contempt which were set for hearing on the same date.[1]

*905

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Cite This Page — Counsel Stack

Bluebook (online)
934 So. 2d 901, 2006 WL 1824678, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-succession-of-stark-lactapp-2006.