Lowe v. Lowe

463 So. 2d 755
CourtLouisiana Court of Appeal
DecidedJanuary 14, 1985
Docket84-CA-240
StatusPublished
Cited by5 cases

This text of 463 So. 2d 755 (Lowe v. Lowe) 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
Lowe v. Lowe, 463 So. 2d 755 (La. Ct. App. 1985).

Opinion

463 So.2d 755 (1985)

Patricia Crocker LOWE
v.
Claude W. LOWE.

No. 84-CA-240.

Court of Appeal of Louisiana, Fifth Circuit.

January 14, 1985.

*756 Jamie F. Veverica, Gretna, for Patricia Crocker Lowe plaintiff-appellee.

Floyd J. Reed, Reed & Reed, New Orleans, for Claude W. Lowe defendant-appellant.

Lenon J. Parent, Jr., Gretna, individually and on behalf of the appraisers.

Before BOUTALL, GRISBAUM and DUFRESNE, JJ.

BOUTALL, Judge.

This case arises from a suit to partition community assets after a divorce. From a judgment of partition both parties have appealed.

Patricia Crocker, now Mrs. Dauzat, and Claude W. Lowe were married in 1960, legally separated in 1978 and divorced on September 6, 1979. The divorce decree incorporated previous judgments that granted custody of the couple's four minor children to the wife and which ordered the husband to pay $250 per month child support, the monthly mortgage notes on the family residence occupied by the wife and children, and school tuition for the children.

Shortly after the divorce, on October 24, 1979, Mr. Lowe petitioned for partition of the community property and appointment of a notary and appraisers to make an inventory.

In March, 1981 a proces verbal of the inventory was filed. Mr. Lowe filed an opposition to homologation or alternatively a rule to amend the inventory, demanding changes in the valuation of certain movable items and the deletion of others on grounds of their being his separate property. He amended his motion to add deletion of a home which he purchased a month before the marriage. Judgment on the rule was signed in June, 1981, deleting the immovable property as separate but homologating the inventory without any other changes.

Claude Lowe filed a motion for new trial, after which, on November 4, 1981, the parties signed a consent judgment incorporating some changes in the movable items and ordering the current family home to be sold *757 at a sheriff's sale. The judgment further recognized Patricia Lowe's interest in annuities, lump-sum payments, or other benefits paid to Claude Lowe by his employer, South Central Bell, accruing in the period of the marriage, June 25, 1960 through August 29, 1977.

Trial of the merits of the partition was held on April 8, 1983. In the course of the hearing the judge and parties referred to two documents, a "Community Property Division Proposal" filed by Mr. Lowe and "Findings of Fact," filed by the notary. At the end of the hearing the court asked counsel for the two parties to submit briefs on the major areas of controversy, the wife's interest in the retirement fund and the husband's entitlement to reimbursement for mortgage payments from date of filing for separation until the judicial sale of the property on August 11, 1982. Neither party filed a brief. The court rendered judgment on June 6, 1983, ordering the following:

1. Mr. Lowe's claim for credit for mortgage payments was denied.
2. Mrs. Lowe's interest in Mr. Lowe's retirement plan was determined to be 17.2 years, with these values:
"Retirement 1992—Plaintiff's portion
 of retirement benefit                      $237.15
"Retirement 1999—Plaintiff's portion
 of retirement benefit                      $235.80
"Retirement 2002—Plaintiff's portion
 of retirement benefit                       $235.06"
3. Mr. Lowe's claim against Mrs. Lowe of $1,897.79 was approved.
4. All other items of the partition were approved and homologated.
5. The notarial fee was set at $7500.00 and that of the appraisers at ½ of 1% each of the gross community inventory of $162,060.61.
6. The proceeds of the judicial sale, minus the notarial fee, the appraiser fees, and the notary's expenses of $80.60 were to be disbursed to the parties "as their interests may appear."

Both parties have appealed the portions of the judgment related to the retirement plan and the notary's and appraisers' fees.

In addition, Claude Lowe assigns the following errors:

1. in regard to the "other items of the partition," a) the credit of $500 to Mr. Lowe to adjust the difference in value of movables in his possession and in Mrs. Lowe's; b) valuation of the Bell System Savings Plan at $1,772.72; and c) the credit to Mr. Lowe of $1,100 for loan repayment to Grace Lowe;

2. failure to credit Mr. Lowe with $29,694.84 for mortgage payments and $728.01 paid in escrow to the homestead.

Patricia Lowe appeals, in addition to the portions relating to the retirement plan and the fees, that provision allowing Mr. Lowe's claim of $1,897.79 against her. She asserts that that amount is due to her as a credit and that she is also due $364.01, representing one-half the escrow payment, or a total claim of $2,261.80.

Notary's and Appraisers' Fees

Both parties urge that the notary's and appraisers' fees are unreasonable and point out that the $7,500 award to the notary is 4½% of the gross value of the inventory, $162,061.61. They argue that because the inventory is comparable to that in Tutorship of Vinall, 441 So.2d 348 (La. App. 5th Cir.1983), similar fees should be set, i.e. $1,620.00 for the notary and $100 for each appraiser. The Vinall case is clearly distinguishable on facts. The only items to be inventoried in that case were five life insurance policies. The notary was required to spend only minimal time and labor, and the appraisers did not work other than signing the inventory. The case at hand required considerably more time and expertise.

Mr. Lowe states that there is no evidence in the record to justify the fee. While no evidentiary hearing was held regarding the work performed, the same judge presided over the bitter struggle between the parties from the beginning and was aware of the effort expended over a three year period. The minute entries, pleadings, and transcripts of hearings contained in the record substantiate the volume of work detailed in the notary's appellate brief. *758 Further, we note that the process verbal of the inventory listed more than fifty items.

Mrs. Lowe argues that the notary duplicated actions taken by her counsel, and that the fee should be lower because the proceeds available from the judicial sale amount to just $18,000. Those arguments have no merit, as the couple had many disputes between them which required the work involved. Had there been no disputes, they would not have had to resort to judicial partition and could have submitted their own proposal of division of their assets and debts.

The Supreme Court in Hill v. Hill, 434 So.2d 1078 (La.1983) affirmed fees set by the trial judge in a partition of community assets and recognized that because the court is authorized to appoint the notary and appraisers and to set their fees, it is constrained to set reasonable fees. The Court said, at 1082:

"... To determine reasonable fees for the notary and appraisers, the court should consider many factors such as (1) the time and labor of the notary and appraisers, (2) the value of the inventory, (3) the number of property items to be inventoried, (4) the fee customarily charged in the locality for similar services, and (5) the experience, reputation and ability of the notary and appraisers."

Bearing in mind the criteria set out in Hill v. Hill, supra, we find no abuse of the trial judge's discretion.

Wife's Interest in Retirement Plan

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Bluebook (online)
463 So. 2d 755, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lowe-v-lowe-lactapp-1985.