Lachney v. Lachney

529 So. 2d 59, 1988 WL 63586
CourtLouisiana Court of Appeal
DecidedJune 22, 1988
Docket87-570
StatusPublished
Cited by15 cases

This text of 529 So. 2d 59 (Lachney v. Lachney) 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
Lachney v. Lachney, 529 So. 2d 59, 1988 WL 63586 (La. Ct. App. 1988).

Opinion

529 So.2d 59 (1988)

Cloynise Johnson LACHNEY, Plaintiff-Appellee,
v.
Joseph Lawrence LACHNEY, Sr., et al., Defendant-Appellant.

No. 87-570.

Court of Appeal of Louisiana, Third Circuit.

June 22, 1988.
Writ Denied November 11, 1988.

*60 J.W. Pucheu, Ville Platte, for plaintiff-appellee.

Donald J. Launey, Jr., Gary J. Ortego, Ville Platte, for defendant-appellant.

Before DOMENGEAUX, STOKER and KING, JJ.

KING, Judge.

The issue presented by this appeal is whether or not monthly disability benefit payments received by a former spouse after divorce, pursuant to an employer-provided disability insurance policy, should be classified as community property where the former spouse qualified for and began receiving benefits prior to the termination of the community.

Cloynise Johnson Lachney (hereinafter plaintiff), filed suit against her former husband, Joseph Lawrence Lachney, Sr. (hereinafter defendant), and Aetna Life Insurance Company (hereinafter Aetna) seeking to be recognized as the owner of an one-half interest of defendant's monthly disability benefit payment and for reimbursement of one-half of the amounts received by him since July 23, 1982, the date her suit for judicial separation was filed. After a trial on the merits, the trial court rendered judgment in favor of plaintiff, awarding her one-half of the monthly disability benefits received by defendant from July 23, 1982 to March 6, 1987, the date a judgment was signed in this suit. The judgment further provided that, from the date of the rendition of said judgment, Aetna was to withhold one-half of all of defendant's monthly disability benefit payments and to pay these amounts directly to plaintiff each month. Defendant timely appeals. We reverse and render judgment.

*61 FACTS

The facts were stipulated to be as follows: Mr. and Mrs. Lachney were married on December 27, 1952, and during their marriage, they acquired community property and debts. On July 23, 1982 Mrs. Lachney filed suit for separation from bed and board in the Thirteenth Judicial District Court. Later, on September 20, 1982, she filed a supplemental and amending petition demanding a divorce and a partitioning of the community property along with other relief.

A judgment of divorce was rendered on October 26, 1982 ordering Mr. Lachney to pay alimony of $250.00 per month to Mrs. Lachney.[1] The divorce judgment also ordered that a notary public be appointed to take an inventory of the community property and that it be partitioned. A document making a partial settlement and liquidation of the former community was executed by Mr. and Mrs. Lachney on December 14, 1982. The entire record in the divorce suit was filed into evidence in this suit by joint stipulation of the parties.

Prior to the filing of the original suit for separation, defendant was employed by the Cabot Corporation (hereinafter Cabot) at their plant north of Ville Platte in Evangeline Parish, Louisiana. He worked for the corporation from December 15, 1966 through October 27, 1977, when he became disabled and commenced receiving disability payments under the terms of a group long term disability insurance policy purchased by Cabot from Aetna. At trial it was stipulated that Aetna had paid under its policy monthly disability benefits direct to defendant since July 23, 1982, when the original suit for separation was instituted.

An affidavit filed by Aetna shows that on October 27, 1977, defendant began receiving long term disability payments pursuant to its policy in the amount of $641.67 per month less a workman's compensation payment offset of $281.66 per month. In December, 1977, defendant began receiving full monthly benefits of $641.67 after Aetna was notified that defendant was no longer receiving Louisiana Worker's Compensation Benefits. The monthly disability payment was increased to $660.92 in October, 1978 due to a cost of living increase provided in the policy. From October 1978 to present, defendant has received $660.92 a month from Aetna and will continue to receive the sum until age 65, the termination of his disability, or his death, whichever occurs first.

Plaintiff filed this suit on March 16, 1984, alleging that Aetna and defendant were indebted jointly, severally, and in solido unto her for one-half of all monthly disability benefits paid to defendant since July 23, 1982, which plaintiff claims as community property.

Aetna filed an answer on behalf of defendant and itself, and thereafter, filed a motion for partial summary judgment on November 12, 1985. On December 5, 1985, a consent judgment was rendered dismissing plaintiff's claim against Aetna, and reserving to plaintiff any and all rights she had against defendant. The judgment of dismissal of plaintiff's claim against Aetna was not appealed.

A trial on the merits was held on January 5, 1987 and, at its conclusion, the matter was taken under advisement. On February 25, 1987, the trial judge assigned written reasons for judgment in Open Court. The court made the following findings of fact supporting its decision:

"1. The policy was acquired during the community of acquets and gains then existing between the parties, and while it is true that no premium was paid by defendant Lachney, it was not a gratuity, but rather a benefit, an additional renumeration [sic] or compensation made to the employee, and thus community property.
2. While C.C. Arts. 2377 and 2431 were repealed in 1979, the rights herein claimed by plaintiff had vested, and since the court finds that they are substantive in nature, plaintiff cannot be deprived of property rights under the contract of insurance *62 acquired during the existence of the community of acquets and gains existing heretofore between the parties herein.
3. In view of the foregoing reasoning, plaintiff is entitled to one-half of the amount which defendant Lachney received from July 23, 1982, to the date of the rendition of the judgment in this case. C.C. Arts. 155 and 159.
4. From and after that date Aetna Life Insurance Company is to withhold one-half of all monthly disability benefit payments that defendant is entitled to, and to transmit that amount monthly to plaintiff...."

A written judgment was rendered and signed later on March 6, 1987. From this judgment defendant timely requested and was granted a devolutive appeal.

CLASSIFICATION OF DISABILITY BENEFITS

On appeal, defendant argues that the trial court erred in classifying the monthly disability benefits received by him beyond the date of filing of the separation suit (July 23, 1982) as community property and finding they represent additional remuneration or compensation made to him as an employee. He further asserts that the benefits represent a "gratuity" because the disability policy premiums were paid exclusively by Cabot and, therefore, the policy was not obtained through the efforts or skill of either spouse. In the alternative, he argues the payments are a substitute for the wages he is unable to earn because of his injury sustained while working for his employer, Cabot. The issue presented by this appeal appears to be res nova in Louisiana.

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Bluebook (online)
529 So. 2d 59, 1988 WL 63586, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lachney-v-lachney-lactapp-1988.