Mahoney v. Perkins

123 So. 798, 168 La. 1107, 1929 La. LEXIS 1926
CourtSupreme Court of Louisiana
DecidedJuly 8, 1929
DocketNo. 29827.
StatusPublished

This text of 123 So. 798 (Mahoney v. Perkins) 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
Mahoney v. Perkins, 123 So. 798, 168 La. 1107, 1929 La. LEXIS 1926 (La. 1929).

Opinion

THOMPSON, J.

This is the second time this ease has been brought to this court on appeal from a final judgment dismissing the suit. The first dismissal was on an exception of no course of action. We reversed the ruling and remanded the case. Mahoney v. Perkins, 166 La. 730, 117 So. 810.

An exception, or plea of waiver and estoppel, was then filed in the lower court, which was sustained and suit dismissed; hence this second appeal.

The suit grows out of the following facts:

In March, 1920, the defendant purchased from J. W. McQueen, the father of plaintiif and of defendant’s wife, the Forest Plantation in West Feliciana parish.

The price was $2S,000. Of this amount, $6,500' and the proceeds of a loan from the Federal Land Bank of $10,000 was paid in cash. As a part of the balance of the purchase price, the defendant executed nine notes for $1,000 each payable annually, the last one maturing March 11, 1929.

These notes were delivered to Mrs. Ella D. McQueen, plaintiff’s mother, and thereafter recognized by defendant as her property.

Mrs. McQueen joined in the act of mortgage to the Land Bank and subordinated her vendor’s privilege and mortgage to that of the bank.

J. W. McQueen died January 26, 1922, and some eight days later the nine notes were presented to the recorder of mortgages and the mortgage was canceled.

The widow and the two heirs were by judgment of' court sent into possession of all of the property of McQueen’s estate in the *1110 proportions as fixed by law with the right of usufruct in favor of the widow. An inventory and appraisement was made of the property, as the widow and heirs were unwilling to accept the succession except under benefit, of inventory.

On June 21, 1925, Mrs. McQueen died leaving all of her property by testamentary disposition to her two daughters, the plaintiff and the wife of the defendant, with the exception of a small legacy in favor of a granddaughter.

The will was duly probated, and the two daughters were sent into possession, by judgment of court, of all of the property belonging to the estate. They accepted the succession unconditionally and without the benefit of inventory. A descriptive list with estimated value, however, was annexed to the petition accepting the succession. The inventory under which the widow and heirs accepted the succession of Mr. McQueen did not contain the nine notes or the debt due by the defendant, nor were the said notes placed on the list of property of Mrs. McQueen annexed to plaintiff’s petition in the probate of the will.

On December 4, 1925, some five months after the death of Mrs. McQueen, the defendant paid his debt due the Federal Land Bank and caused the mortgage to be canceled. At that time there were 30 of the installments unmatured.

The present suit was then filed, and its object is to recover one half of the indebtedness represented by the nine notes, the other half belonging to the wife of the defendant.

The plea of estoppel and waiver is based on the fact that the debt sued for was not placed on the inventory of either the succession of plaintiff’s father or mother, and on the further fact that the plaintiff never made any demand on defendant to pay the debt and did not inform him that she expected him to pay the debt.

It is alleged that, had the plaintiff asserted her right to collect her share of said notes prior to the cancellation upon payment of said Federal Land Bank mortgage note, defendant would not have paid said Land Bank, but would have availed himself of the time period granted for its payment.

That by plaintiff’s failure to list said notes as forming a part of the estate she inherited and by her silence when she should have spoken has caused defendant to pay a debt which was not due, to his serious detriment should she now be suffered to assert a right to which she had heretofore been silent.

It is to be observed that the defendant does not contend that the debt due the plaintiff has ever been.paid. As a matter- of fact, his position under the plea of no cause of action and of estoppel virtually admits that he has not paid the debt.

On the face of the pleadings it appears that Mrs. McQueen and her husband agreed to subordinate the vendor’s privilege securing the debt sued for to the mortgage of the Federal Land Bank -purely as an accommodation to the defendant to enable him to obtain the loan of $10,000.

It also appears that as an accommodation to the defendant, Mrs. McQueen agreed to have her mortgage canceled in order that the defendant might not be hampered but facilitated in exploiting the said land for oil and other minerals.

The debt, however, was not to be considered paid or remitted, but that the. entire debt should become due when oil should be found in paying quantities.

Oil was not discovered, the operations proved a failure, and had been abandoned long prior to this suit.

*1112 In the will of Mrs. McQueen which was dated June 2, 1924, it was declared that the defendant had promised to pay the notes due on Forest Plantation, being the notes representing the debt herein sued for.

For the purpose of this discussion, it may therefore be assumed that the debt has never been paid, and that defendant still owes it, unless the plaintiff by failing to claim the debt and having it inventoried as an asset of her mother’s succession has precluded herself from now Insisting on payment.

Our conclusion' is that the circumstances disclosed by the record cannot be made the basis in law for the application of the doctrine of estoppel.

It would introduce a new and novel principle in jurisprudence to hold that the mere failure to place an asset on the inventory of a succession would forever preclude the heirs or legatees from thereafter asserting a right to such omitted asset.

Nor is there any foundation in law or in equity for holding that the silence of the plaintiff, or her failure to notify the defendant that she expected him to pay the debt, precludes her from demanding payment of said debt.

It will be noted that only a few months intervened between the death of Mrs. McQueen and the time the defendant paid his debt to the Land Bank.

There was no occasion for the plaintiff during this short space of time after the death of her mother to have called on defendant for the payment of her part of the debt. The defendant had been living with plaintiff’s mother as a member of the family. His wife owned one-half of the debt sued for.

It was therefore the most natural thing for the plaintiff to do to remain silent for a while and to await some action on the part of the defendant looking toward the adjustment of the debt. But he said nothing to the plaintiff concerning his debt to her. Instead, he rushes off and pays a debt on the land which was not due, but which was only to be paid in 30 annual installments.

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Related

Mahoney v. Perkins
117 So. 810 (Supreme Court of Louisiana, 1928)
Succession of Kranz
110 So. 750 (Supreme Court of Louisiana, 1926)

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Bluebook (online)
123 So. 798, 168 La. 1107, 1929 La. LEXIS 1926, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mahoney-v-perkins-la-1929.