Katner v. Katner

28 So. 3d 566, 2009 La.App. 4 Cir. 0974, 2009 La. App. LEXIS 2192, 2009 WL 4936384
CourtLouisiana Court of Appeal
DecidedDecember 23, 2009
Docket2009-CA-0974
StatusPublished
Cited by15 cases

This text of 28 So. 3d 566 (Katner v. Katner) 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
Katner v. Katner, 28 So. 3d 566, 2009 La.App. 4 Cir. 0974, 2009 La. App. LEXIS 2192, 2009 WL 4936384 (La. Ct. App. 2009).

Opinion

PAUL A. BONIN, Judge.

11 This appeal arises from a community property partition suit between Ms. Sri Katner and Mr. David Katner. Ms. Kat-ner appeals the trial court’s judgment. For the reasons which follow, we affirm in part, and reverse in part, and render.

I

The Katners were married on June 30, 1991, in New Orleans and made their domicile in the city, establishing the community property regime which governs this cause. La. C.C. art. 2334. During the course of their marriage they acquired a home in the Carrollton section of the city as well as automobiles, furniture, and financial accounts. The community regime was terminated effective June 13, 2001. 1 On the date of termination, the community consisted of assets, and there were no community liabilities.

Ms. Katner filed the initial petition for partition on January 6, 2004. See La. C.C. art. 2369.8 and La. R.S. 9:2801. During the pendency of the partition trial, the trial court, on the joint motion of the parties, authorized a partial partition by | ¡.consent of the home in Carrollton and of one of two automobiles. See, e.g., Westcott v. Westcott, 08-1339, p. 2-4 (La.App. 4 Cir. 4/17/09), 11 So.3d 45, 48-50. The judgment was rendered on April 30, 2004. The full ownership of the home was transferred to Mr. Katner, subject to an unspecified future “equalization,” and the automobile, a Nissan, was transferred to Ms. Katner.

The parties filed sworn descriptive lists, which were later supplemented and amended. See La. R.S. 9:2801. No traversals, identified as such, were ever filed. See La. R.S. 9:2801(A)(2). The partition trial centered on the proper valuation of the assets, the allocation of the assets, the parties’ respective claims for reimbursement, and Mr. Katner’s disputed claim for what he characterized as advances to Ms. *570 Katner against her share of the community property. After a trial, the trial court entered a judgment April 30, 2009, and an amended judgment on May 6, 2009.

The judgment valued the assets at $377,595. Generally, the trial court in its judgment made findings concerning the valuation of assets and the reimbursement claims as well as Mr. Katner’s claim for advances in line with his contentions and rejected Ms. Katner’s arguments. The findings and the parties’ contentions and arguments will be explained in detail. In the end, the trial court concluded that Ms. Katner, as noted earlier, owed Mr. Katner the net sum of $1,024 and rendered judgment against her. 2

II

The value of the assets, not them classification as community, is at issue. The trial court valued the principal asset, the home, at $350,000 as of the date of its | .Transfer to Mr. Katner. Ms. Katner argues that the trial court erred in two respects: first, that the trial court committed legal error in not valuing the home as of the date of the partition trial on March 19, 2009, 3 and, second and alternatively, that the trial court committed manifest error in not accepting the “appraisal” of its higher value as of 2004.

La. R.S. 9:2801 A(4)(a) provides that the court is to value community assets “at the time of the trial on the merits.” The statute, however, neither addresses partial partitions by consent nor, even more so, such partitions where the value of the asset is not particularly expressed in the partial partition. We, therefore, see the issue of the appropriate date of valuation as one not so much of a question of law, but a question of fact. As a question of fact, the intentions of the parties dominate.

The parties’ “Act and Consent Judgment of Partial Partition of Community Property” was read in open court on March 23, 2004, and signed on April 30, 2004. Louisiana law gives consent judgments the authority of law: “A consent judgment is a determination of the rights of the parties and acquires the authority of the thing adjudged.” Thibodeaux v. Thibodeaux, 511 So.2d 102, 104-105 (La.App. 3rd Cir.1987). Had the property been a community immovable, Ms. Katner’s concurrence in its alienation would have been required. La. C.C. art. 2347. As a co-owner in indivisión she was free to alienate her share. La. C.C. art. 805. Under the consent judgment entered into by these parties, the property ceased its classification as either community property or former community property and, therefore, Ms. Katner had no further obligations as an owner in community or a coj^owner in indivisión in connection with the home. See La. C.C. arts. 2338 and 2369.1.

The record is clear that in 2004 Ms. Katner was desirous of alienating her undivided interest to her former spouse in return for the immediate payment by him of a substantial amount of cash. She was not, at that time, entitled to any spousal support. The record is also clear that the parties disagreed, but within a limited range of $350,000 to $399,000, about the value of the home. The parties invoked and expressly stipulated that their agree *571 ment was made pursuant to La. C.C. art. 3071, which provides:

A compromise is a contract whereby the parties, through concessions made by one or more of them, settle a dispute or an uncertainty concerning an obligation or other legal relationship.

The parties, in open court in March 2004, were clear that they expected to resolve the issue of the proper valuation at a May 2004 hearing which was scheduled. 4 They also agreed in the act of partial partition that, after the immediate payment of cash, “whatever additional monies are owed by David Katner to Sri Katner, if any, pursuant to the entirety of the community property partition, such monies shall be paid ten days upon the determination of the amount with no additional extension of time granted for him to pay same.”

Therefore, we determine that, first, Ms. Katner had the legal authority to alienate her interest in the former community property and, second, the trial judge was reasonable, and perhaps even compelled, in determining as a matter of fact that the parties intended and agreed to value their home as of the date of its transfer to Mr. Katner in March 2004 and not at “the time of the trial on the merits [of the partition proceedings].” We further conclude, in accord with the parties’ disagreement and the consent judgment, that any difference between the immediate payment made by Mr. Katner at the time of the alienation by Ms. Katner and the entitlement, if any, of Ms. Katner to an equalizing payment due at the time of the partition was correctly deferred until the time of the trial of the partition.

The second objection that Ms. Kat-ner expressed to the valuation of the home was that the trial judge accepted the appraisal offered by Mr. Katner and rejected the one offered by Ms. Katner. There was a difference in the two appraised values of nearly $50,000. A trial judge’s determination of value is a finding of fact, State Department of Highways v. Regent Development Corp., 344 So.2d 46, 50 (La.App. 4th Cir.1977), see also State Department of Highways v. Ragusa, 234 La.

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Bluebook (online)
28 So. 3d 566, 2009 La.App. 4 Cir. 0974, 2009 La. App. LEXIS 2192, 2009 WL 4936384, Counsel Stack Legal Research, https://law.counselstack.com/opinion/katner-v-katner-lactapp-2009.