In the Matter of Succession of Horn

827 So. 2d 1241, 2001 La.App. 5 Cir. 430, 2002 La. App. LEXIS 2843, 2002 WL 31186684
CourtLouisiana Court of Appeal
DecidedSeptember 30, 2002
Docket02-CA-430
StatusPublished
Cited by4 cases

This text of 827 So. 2d 1241 (In the Matter of Succession of Horn) 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 the Matter of Succession of Horn, 827 So. 2d 1241, 2001 La.App. 5 Cir. 430, 2002 La. App. LEXIS 2843, 2002 WL 31186684 (La. Ct. App. 2002).

Opinion

827 So.2d 1241 (2002)

In the Matter of the SUCCESSION OF Frank W. HORN.

No. 02-CA-430.

Court of Appeal of Louisiana, Fifth Circuit.

September 30, 2002.
Rehearing Denied October 28, 2002.

*1242 Otha Curtis Nelson, Sr., Baton Rouge, for Dellaree Jean Jackson Horn.

Charles L. Stern, Jr., Alan M. Cohen, New Orleans, for Michelle Douglas Bonilla, wife of/and Aldo Ernesto Bonilla.

Stephen G. Sklamba, Metairie, for Mark Jarrett and Jeanne Groetsch Jarrett.

Perry R. Staub, Jr., James R. Morton, Michael W. Hill, New Orleans, for Ann deMontluzin Farmer.

Panel composed of Judges SOL GOTHARD, JAMES L. CANNELLA and SUSAN M. CHEHARDY.

SUSAN M. CHEHARDY, Judge.

This is an appeal from several judgments in a succession proceeding that dismissed Dellaree Horn's claims against various parties. Horn appealed; one of her opponents filed an answer to the appeal. We dismiss the appeal as to the appellee who answered the appeal and affirm the judgments in favor of the other appellees. We also assess damages for frivolous appeal against the appellant with respect to the dismissed appeal.

Before us are judgments rendered on December 7, 2001, February 13, 2002 and March 8, 2002.[1] This case has a lengthy and convoluted procedural history. Accordingly, after setting out the basic facts, we shall address the issues on appeal by reviewing each judgment separately.

*1243 FACTS

Frank W. Horn died intestate on September 14, 1997. Dellaree Jean Jackson Horn, his third wife, was his surviving spouse. On May 22, 1998, the district court rendered a judgment of possession that recognized Dellaree Horn as the decedent's surviving spouse in community and found her entitled to ownership and possession of an undivided one-half of all community property left by decedent, together with usufruct of the other one-half. The only community property listed was one item of movable property, a 1992 Ford pickup truck.

The judgment of possession also recognized the decedent's four adult children (Frank C. Horn, Phillip M. Horn, Laverne Horn, and Joan Horn) as his sole heirs, entitled to the ownership of an undivided one-eighth each of decedent's share of the community property, subject to the usufruct of their stepmother, Dellaree Horn. The judgment further recognized the decedent's children as heirs to his separate property, listed as immovable property bearing Municipal Number 3836 West Louisiana State Drive in University City Subdivision in Kenner.

In August 1998 the Horn heirs sold the Kenner property to Mark Jarrett and Jeanne Groetsch Jarrett. Their real estate broker was Ann deMontluzin Farmer. In July 1999 the Jarretts sold the property to Michelle Douglas Bonilla and Aldo Ernesto Bonilla.

On September 13, 1999 Dellaree Horn filed a Petition to Annul Judgment of Possession, to Cancel Cash Sale, and for Possession, on the ground that she was entitled to be recognized as a creditor of the Estate of Frank W. Horn and entitled to reimbursement of all community funds used to improve and pay for the separate property of Frank W. Horn. Named defendants were the decedent, his four children, Ann deMontluzin Farmer, and Mark Jarrett. Subsequently Horn amended her petition to add Jeanne Groetsch Jarrett and the Bonillas as defendants.

Farmer filed exceptions of improper cumulation of actions and vagueness. On April 20, 2000, the trial court granted her exception of improper cumulation and dismissed the suit without prejudice. The judgment ordered that Dellaree Horn file two separate and independent actions, under new case captions: one against the heirs of Frank W. Horn and the third-party transferees of the property, and another against Farmer.

Subsequently Farmer filed a Motion to Dismiss with Prejudice, on the ground that Dellaree Horn had failed to comply with the requirements of the April 20, 2000 judgment. The Bonilla defendants also filed a motion to dismiss; the Jarrett defendants filed peremptory exceptions of no cause of action and no right of action.

On August 23, 2000, the trial court granted Farmer's motion and dismissed Dellaree Horn's claims against Farmer with prejudice. Horn appealed. On appeal this Court vacated the judgment of August 23, 2000, on the ground that the trial court erred in amending the judgment that dismissed the proceedings without prejudice, because it had become a final judgment. We reinstated the judgment of April 20, 2000, and remanded the matter for further proceedings. In re Succession of Horn, 00-1784 (La.App.2/28/01), 778 So.2d 1282.

In a judgment rendered on October 2, 2001, the district court denied Horn's request to confirm a preliminary default judgment she had entered against the defendants. In reasons for judgment included within the judgment itself, the court noted that none of the defendants had answered Horn's petition to annul the judgment of possession and that Horn had entered a preliminary default against the *1244 defendant heirs of Frank W. Horn and sought to confirm the default. The court found that although the petition alleged fraud and ill practices by Joann Horn, it failed to plead such with particularity, as required by La.C.C.P. art. 856.

The court held that Horn's claim for reimbursement for improvements and payments for Frank Horn's separate property was misplaced because Dellaree Horn and Frank W. Horn each owned an undivided one-half of the immovable property as separate property. The court found that, since each owned an undivided one-half of the property, both benefitted equally from the payments and improvements made on the property with their community funds. The court therefore denied the claim for reimbursement of community funds.

Finally, the court held that Horn was not entitled to a marital portion of the decedent's estate because she failed to include it in the prayer.

Following rendition of the judgment of October 2, 2001, the Jarrett defendants filed a motion for partial new trial, insofar as that judgment classified the immoveable property as separate property of Dellaree Horn and Frank W. Horn. The Jarretts contended such classification contradicted the chain of title on file in the Jefferson Parish conveyance records.

The court minutes indicate that on November 9, 2001 the court orally granted the Jarrett defendants' motion for partial new trial and also granted their exception. On the same date (November 9, 2001) Horn filed a Second Amended Petition to Annul Judgment, to Cancel Cash Sale, and for Possession. In it she added a paragraph to her original petition, asserting her right to a marital portion as surviving spouse.

JUDGMENTS OF DECEMBER 7, 2001 AND MARCH 8, 2002[2]

On December 7, 2001 the trial court rendered a judgment incorporating reasons, in which it granted the Jarretts' Motion for Partial New Trial and amended the judgment of October 2, 2001, setting aside the portion that indicated that Dellaree Horn owned an undivided one-half interest in the subject property. The court held, instead, that Frank W. Horn acquired the subject property prior to his marriage to Dellaree and that Dellaree was at no time listed as owner of the property.

The judgment also granted the Jarretts' peremptory exception of no right of action, on the ground that Dellaree Horn married Frank Horn subsequent to his acquisition of the subject property; thus, the property was the separate property of Frank, Dellaree lacked an ownership interest in the property, and she could not maintain a suit to annul the cash sale of the property to the Jarretts.

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Bluebook (online)
827 So. 2d 1241, 2001 La.App. 5 Cir. 430, 2002 La. App. LEXIS 2843, 2002 WL 31186684, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-the-matter-of-succession-of-horn-lactapp-2002.