Larocca v. Larocca

597 So. 2d 1000, 1992 WL 82073
CourtSupreme Court of Louisiana
DecidedApril 20, 1992
Docket91-C-1446
StatusPublished
Cited by13 cases

This text of 597 So. 2d 1000 (Larocca v. Larocca) is published on Counsel Stack Legal Research, covering Supreme Court of Louisiana primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Larocca v. Larocca, 597 So. 2d 1000, 1992 WL 82073 (La. 1992).

Opinion

597 So.2d 1000 (1992)

Carlo LAROCCA
v.
Isabelle F. LAROCCA and Beverly Ann Matheson.

No. 91-C-1446.

Supreme Court of Louisiana.

April 20, 1992.

Stephen A. Berniard, Jr. and Lee A. Gallaspy, Raggio, Cappel, Chozen & Berniard, Lake Charles, for defendant-applicant.

William J. Riley, III, Arnette & Riley, Jennings, for plaintiff-respondent.

CALOGERO, Chief Justice.

This case presents an unusual legal question: does a divorce proceeding with an incidental property action for revocation of a spousal donation abate upon the death of the donor spouse, or may the succession representative of the deceased continue to litigate the matter because of the property interest of the deceased spouse's heirs? Mrs. Isabelle Larocca died while her appeal of the divorce judgment was pending and her succession's executrix, a daughter from a previous marriage, was substituted for her. On its own motion, the court of appeal dismissed the appeal, declared that Isabelle's death abated the entire action, and nullified a divorce judgment. We granted the writ because it appeared that the court of appeal erroneously applied the law and its decision would cause a material injustice.[1]

For the reasons which follow, we determine that because of the property rights involved, Isabelle's appeal regarding the divorce judgment did not abate upon her death and the district court's judgment of divorce is not null. We remand to the court of appeal to decide the merit of the appeal.

Isabelle and Carlo Larocca were married in September, 1971 and had no children *1001 during their seventeen-year marriage. Isabelle had three children from a prior marriage. In 1988, the parties voluntarily separated. On November 28, 1988, a judgment of separation was rendered in favor of Carlo and against Isabelle based upon abandonment. Her asserted cruel treatment cause of action was dismissed by the district court in the same judgment which granted Carlo's reconventional demand.

Carlo then moved to Lake Charles. Suspecting adultery, Isabelle hired private investigators to conduct surveillance of his activities. Carlo filed this suit for divorce in early 1989 on the grounds of a one year voluntary separation of the parties. Isabelle answered and reconvened, seeking a divorce based on adultery. Included in her reconventional demand was the allegation that Isabelle had donated to Carlo a substantial amount of property in Jefferson Davis and Calcasieu Parishes in contemplation of their marriage. In her demand, she sought revocation of the property donation, even though she stated her belief that a judgment in her favor (granting the divorce on the basis of Carlo's adultery) would revoke the donations under the self-operative provisions of former Louisiana Civil Code Articles 156 and 159.[2]

The Legislature removed Article 156 and amended Article 159 in the recent revision of the divorce law. One effect of this legislation was to eliminate this provision in our law for the revocation of donations made to a spouse against whom a separation or divorce was pronounced. This change took place coincident with the elimination of judicial separations altogether, and all references thereto in the Louisiana Civil Code, effective January 1, 1991.[3] Because this change regarding spousal donations was substantive rather than simply procedural or remedial, it is not retroactive. Ardoin v. Hartford Accident & Indem. Co., 360 So.2d 1331, 1339 (La.1978). Thus, the former provisions apply in the present case.

Isabelle's evidence at trial consisted of the testimony of three investigators and that of her son-in-law. She presented circumstantial evidence of Carlo's adultery.[4]*1002 At the conclusion of Isabelle's case, Carlo moved for a directed verdict under La. C.C.P. art. 1672(B). The district court denied the motion. Carlo thereupon put on his evidence, which consisted of photographs showing the layout of the area surrounding the trailer where Carlo allegedly committed adultery, a photography expert disputing some of the testimony of the private investigators, and the testimony of his daughter, his good friend, his alleged paramour, and himself. On June 22, 1989, the district court found in favor of Isabelle, rendering a judgment of divorce based on Carlo's adultery. The judge was unimpressed with the testimony of Carlo and his witnesses, including his alleged paramour, Ms. Nehrt, and was satisfied with plaintiff's circumstantial evidence.

Carlo timely moved for a new trial, arguing that the district court erred in failing to grant a directed verdict for him at the conclusion of Isabelle's case. He argued that she did not carry the heavy burden of proof required of the person seeking to prove adultery, contending that uncorroborated testimony of private investigators is not sufficient to form the basis of a judgment. He cited McCartan v. Filkins, 134 La. 795, 64 So. 717 (1914) and Patrick v. Patrick, 212 So.2d 145, 146 (La.App.2d Cir. 1968), in support of this contention.[5] Carlo claimed that the son-in-law's testimony about an earlier incident was not sufficiently corroborative because the latter was unable to testify regarding how the truck came to be parked outside Mrs. Nehrt's trailer on that occasion, how long it had been there, who was present in the trailer when the truck was parked outside, or that Carlo either arrived at or departed from the trailer on that occasion.[6] Further, he argued that even the investigators' testimony regarding the later incident in January, 1989[7] was itself contradictory and unbelievable. *1003 Among other things, they were not able to provide the court with a photograph of Carlo leaving the trailer (although they did furnish photographs of Ms. Nehrt leaving the trailer on one of the two mornings in January, 1989).

On July 31, 1989, the district court granted a new trial for argument only and then reversed its prior judgment.[8] Persuaded by Carlo's argument, the judge decided that the testimony of the private investigators was not corroborated as "required" by McCartan v. Filkins, 134 La. 795, 64 So. 717 (1914). Annulling the first judgment, the district judge signed another granting a divorce on the ground of voluntary separation after restricting his re-examination only to the evidence presented in Isabelle's case-in-chief (regarding the adultery allegation).

Isabelle timely appealed this latter judgment, and then died on December 27, 1990 while the appeal was pending. Her succession was opened in Jefferson Davis Parish. Beverly Matheson, one of her children by the prior marriage, was appointed testamentary executrix. Ms. Matheson obtained an order from the Third Circuit Court of Appeal substituting the succession for the appellant, her deceased mother. No objection to this substitution was made by Carlo, nor did either party raise the issues of mootness of the appeal or abatement of the action.

The court of appeal, on its own motion, declared that the death of Isabelle abated the entire action. 579 So.2d 1211. "[W]e determine that, considering this circumstance, this court should declare ex proprio motu that the trial court's judgment, pending on appeal, is null and of no force and effect." Id. The court relied upon La. C.C.P. article 428 and La.C.C. article 1766 which provide respectively:

Article 428. No abatement on death of party
An action does not abate on the death of a party.

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Bluebook (online)
597 So. 2d 1000, 1992 WL 82073, Counsel Stack Legal Research, https://law.counselstack.com/opinion/larocca-v-larocca-la-1992.