LeBlanc v. Bertant

16 La. Ann. 294

Opinion

Buchanan, J.

Plaintiff is the sole surviving issue of the first marriage of Madelaine Dubon by her first marriage with Sil vain LeBlanc.

Defendants are half-brothers of plaintiff, issue of the second marriage of her mother with Auguste Bertant.

Plaintiff sues for a partition of the succession of her mother; she prays that the basis of said partition, and the interests of the several heirs, be fixed by judgment of the court; that the defendants Eugene Bertant, Auguste Philibert Bertant, and Trasimon Bertant, be jointly and severally decreed to be indebted to the succession of their deceased mother, in the following amounts, and be hold to collate the same in the partition, to wit:

1st. $19,000, (nineteen thousand dollars), with 8 per cent, interest from 1st April 1855 until paid.

2d. $50,000 (fifty thousand dollars,) payable fifteen years from March 10th 1854, or sooner, if the law will permit, with 8 per cent, interest from 1st January 1854, until paid.

3d. $10,266 66-100 (ten thousand two hundred and sixty-six dollars, sixty-six cents), with 5 per cent, interest from 10th March 1854.

4th. $500, (five hundred dollars) for £ family coach, &c., appropriated by them.

Plaintiff further prays that Augustus Philibert BertaM be decreed indebted to the succession in the sum of eight hundred dollars, price of slave Lucie, purchased by him from his mother on the 26th July 1858, with 8 per cent, interest on in-stalments of price from maturity; that widow Bertant’s succession be decreed to be indebted to plaintiff in the sum of eleven hundred and fifty dollars, for interest of plaintiff in the succession of her deceased brother, Jean Baptiste LeBlanc, with interest of 5 per cent, from the date of her mother’s decease (the usufructuary), August 11th 1858 ; that plaintiff be charged with the price of the slaves Celestine and Philippe ($1000,) bought of her 'mother, on the 26th July 1858 ; that after fixing the basis of the partition and the collations to be made, the whole matter be referred to the Recorder of St. James parish to make the partition according to law, and the legal rights of the parties, and for general relief.

The answer of defendants denies their liability to collate the four first items above stated. The last of those items, the family coach, is not insisted on in this court.

-Defendants had judgment in the District Court, and plaintiff appeals.

The 'decision of the cause involves three principal facts.

1st. Have defendants paid a note subscribed by them in favor of their mother, for the sum of nineteen thousand dollars, price of property purchased by them from her on the 18th October 1853 ?

2d. Did defendant really pay in cash to their mother, the sum of ten thousand two hundred and sixty-six dollars, sixty-six cents, on account of sale of property by their mother to them of date the 10th March 1854 ? Or did not this amount enter into the amount of the loan of the same date' by their mother to them, and was there not an error committed therein to the prejudice of their mother, caused by a fraudulent concealment and advantage taken of their mother’s ignorance, on the part of the defendants ?

3d. Was the sum of sixteen thousand dollars, aggregate amount of four receipts for interest on the loan of fifty thousand dollars, really paid by defendants to their mother ?

I. The affirmative of this question is maintained by the counsel of defendants, firstly, upon the presumption arising from the possession of the pote by them. But this presumption is of little or no weight in the present case, in view of the position of the parties. The note was made on the 18th October 1853, payable in all the month of March 1855. The payee, Mrs. Widow Bertant, was a very aged person, and illiterate. She lived with her sons, the makers, from the time this note was made, until her death, three years and four months after its maturity. She necessarily depended upon her sons for the transaction of her business, and her papers have always been within their reach, if not in their custody.

Secondly, defendants rely upon a certificate of the Recorder of the parish of St. Jamesj showing that the mortgage to secure the payment of this note, was erased and cancelled upon his registers on the 12th December 1856. But this certificate does not state that this erasure was made upon a formal acquittance and release of the mortgage. Therefore, we must presume that it was erased by the Recorder upon the production of the note to him by the makers (he being also the notary before whom the act of mortgage was passed,) in accordance with the 3346th article of the Civil Code. 'This certificate, therefore, proves nothing more, in regard to the payment of the note, than that defendants were in possession of the note on the 12th December 1856 ; and adds nothing to the presumption desirable from their possession of it on the trial of this cause.

Thirdly, the counsel of defendants argue, that the payment and satisfaction of the note in question must be inferred from the certificate of mortgages annexed to, and copied in, the notarial act of mortgage granted by the defendants to Lobit & Charpentier, on the 15th January 185V ; to which act the widow Bertant was a party. But it will be found, that there is nothing in this act, nor in the certificate of mortgages, which necessarily implies an acknowledgment of payment of the $19,000 note on the part of the widow Bertant.

This certificate of mortgages, indeed, makes no mention, (among the numerous mortgages which it recites,) of the mortgage granted on the I8th October 1853, to secure the payment of this note. We- have already seen that that mortgage had been erased about a month previous to the certificate. But nothing more, can be inferred from this, even supposing the Widow Bertant to have been particularly informed of the contents of the certificate, than that she was aware that her sons had caused the mortgage to be erased, that the auxiliary obligation of mortgage had been released, but by no means, that the principal obligation evidenced by the note, had been satisfied. The act itself, to which the certificate was appended, affords almost a conclusive presumption of the contrary. For the defendants, August Philibert Bertant, Eugene Bertant, and Trasimon Bertant, appear before the notary, and declare “ that they are engaged in the cultivation of sugar, and that in conducting the said business they require the aid of the firm of Lobit & Charpentier, merchants in New Orleans, in mahing them advances in money and supplies, and in accepting their drafts on said firm, and to secure the said firm in making them the said advances to the amount of fifty-five thous- and dollars, they give Lobit & Charpentier a mortgage on their two plantations, in St. James and Assumption, with the slaves, &c., thereupon. And in order to facilitate her sons in obtaining these advances, the widow Bertant intervenes in the act and consents that a mortgage held by her upon the same property, for the security of a loan upon interest for $50,000, having many years to run, recorded 10th May 1854, shall be postponed to that granted by her sons to Lobit & Char-pentier. Her other and earlier mortgage to secure the note of $19,000 did not figure upon the certificate of mortgage, having been cancelled a month previously. But the cancellation of this mortgage, bearing as it did upon a debt, past due and exigible, was perhaps essential to the defendant, for procuring the accommodations from their merchants, of which they stood in need. The same motive which influenced their mother to give a lower rank to her other mortgage security, namely, the desire to aid her sons’ in their business, would naturally account for her consent to the release of the mortgage securing a note, which she had not pressed at its maturity, against the makers.

Against the presumption of payment attempted to be drawn from the circumstances above mentioned, it is urged that the evidence renders it incredible, if not impossible, that the defendants should have really and truly paid the nineteen thousand dollar note. The defendants are found in possession of this note, for the first time, on the 12th December 1856, one year and eight months after its ma turity. If they paid it on that day, it amounted, with eight per cent, interest from maturity, to twenty thousaud and forty-five dollars. Now, it is proved that all the resources of the defendants were derived from their two sugar plantations ; and that all their crops went through the hands of their factors, Lobit <& Char-■pentier. We have in evidence all their accounts wuh those factors during the whole period embraced in those transactions ; and those accounts furnish no trace of this large sum which is said to have been paid. Ou the contrary, at the very time that the mortgage is released, we find the Bertunts declaring themselves to bo in need of large advances from their factors, and mortgaging their property to 'obtain such advances. The conclusion which we have drawn from the whole of this evidence is, that the first question of fact should be answered in the negative.

TI. On the 10th March 1854, three largo cash transactions, evidenced by as many notarial acls, took place between the widow Bertant and her sons, the defendants. First, she sold her iuterest in the community of acquests of her second marriage, to them, for thirty-eight thousaud and thirty dollars, cash. Second, she sold to them her undivided half of certaiu lands and slaves, for ten thousand two hundred and sixty-six dollars, sixty-six cents, cash, (exclusive of the assump-l.on of certain debts due by her.) And third, she lent to her sons a sum of fifty thousand dollars (cash,) to bo repaid in fifteen years, they paying in the mean time interest yearly for the use of the same. It would thus seem that forty-eight thousand two hundred and ninety-six dollars were paid over by the defendants to their mother, who immediately paid it back to them with the addition of seventeen hundred and four dollars, to make up a round sum of fifty thousand dollars. It is not likely that these large sums actually changed hands twice on this occasion. The true state of facts would rather seem to be, if there were no other outstanding transactions between the parties, that the cash price of the property sold had been invested, by consent of parties, in a simultaneous loan of a like or similar amount to the purchaser. But plaintiff has proved, (and it is not denied,) that the defendants had at that time in their hands an additional sum of twelve thousand dollars belonging to their mother, being so much loaned to them by her, two weeks previously, (24th February 1854) to pay for the plantation bought by them in assumption of the succession of Barilleau.

Plaintiff contends that the fifty thousand dollar loan is made up of

1st. The interest of widow Bertant in the community.$38,030

2d. The Barilleau loan. 12,000

$50,030

And the petition charges that it was the effect of error on the part of her mother, produced by fraud on the part of the defendants, that the item of $10,266 66, which is the subject of our present inquiry, was not included in the loan on mortgage, which would have been thus swelled up to the amount of $60,296 66 instead of $50,000. The District Judge has rejected this portion of plaintiff’s petition, on the ground of its being tantamount to a plea of non ■numerata pecunia, which Mrs. Bertant would not be allowed to make without a counter letter, and which plaintiff standing in the rights of her mother, cannot make. We do not concur in this view of the case. An error of fact, whether proceeding from fraud or not, is always subject to re-examination at the instance of the party aggrieved by the error. In the present case, we are not satisfied that defendants have practised any fraud or wilful concealment in their settlement 0f accounts with their mother, on the 10th of March 1854. But there certainly has been an error, to an amount about equal to the amount mentioned in this question. "We conclude that the defendants ought to collate that amount in partition.

III. The mortgage loan of $50,000 bore interest at the rate of 8 per cent., or $4000 per annum from the 1st January 1854, payable yearly. There are four receipts for the payment of this interest given in evidence, each for four thousand dollars. Throe of them are dated on the same day, the 3d April 1857, and are for the interest of the years 1854,1855, and 1856 respectively ; and the fourth is dated 1st June 1858, and is for the interest of the year 1857. They are signed with the ordinary mark of the widow Bertant, and by several witnesses. Two of the subscribing witnesses of these receipts have proved that the amount specified in them was counted to widow Bertant, who took the same into her possession In their presence. These large sums have disappeared without leaving auy trace. Mrs. Widow Bertant is proved to have been very economical, living entirely at home, and having no expenses. It appears reasonable to expect that' so large a sum as twelve thousand dollars, received on the 3d April, 1857, would have been put in some safe place of deposit. The evidence forbids the belief that it has been spent by the old lady; and if she had lost it, it would certainly have been missed, and would have been the subject of search and enquiry. Then, as to the smaller sum of four thousand dollars paid on the 1st of June, 1858, about two months before the death of the widow Bertant, this also disappeared ; for there was no money whatever found when the inventory was made, in the month of September following. Other evidence shows that Mrs. Bertant kept little or no money about her. The only reasonable inference from all this is, that the formality of counting down on a table the sums expressed in those receipts, and putting them into the hands of the widow Bertam, in the presence of witnesses, was only intended to cover a remission of the debt for interest for the years expressed. Her age and infirmities made it necessary that the persons with whom she lived, her children, in whom we cannot doubt she reposed all her confidence, should be the depositaries of her funds.

If she intended, as we presume from the facts just alluded to, to make a remission to the defendants of this interest, such remission is considered as an advance on their portion in her succession, (O. C. Art. 1307); and is therefore subject to collation (1308). See also articles 1309,1310,1311.

A question of law remains — -whether the debt of fifty thousand dollars, for money lent by wjdow Bertant to her sons in 1854, payable the 1st January 1869, is susceptible of partition between the heirs of widow Bertant, before the maturity of the debt.

No reason is perceived by us why this partition may not be made at once.

The allegations of the petition in relation to the indebtedness of the plaintiff, and of Auguste Philibert Bertant, defendant, to the succession of their mother for slaves purchased by them from her, on the 26th July, 1858, and in relation to the indebtedness of the succession to plaintiff for her rights as heir of her deceased brother, Jean Baptiste IjeBlanc, are not disputed. Those claims will therefore be allowed in partition.

It is therefore adjudged and decreed, that the judgment of the District Court be reversed; and that the parties be referred to the Kecorder of the parish of St. James, to make a partition of the estate of their ancestor, Mrs. Widow Au- guste Bertant, upon the basis, and salvecl t.i the collations prescribed in the foregoing reasons for judgment; and that the costs of this appeal be paid by the defendants and appellees; the costs of the court below to be paid by the mass.

Land, .1., absent, concurring. Duffed, J., rec.usecl himself.