Meltzer v. Meltzer

662 So. 2d 58, 1995 WL 573757
CourtLouisiana Court of Appeal
DecidedSeptember 28, 1995
Docket95-CA-0551, 95-CA-0552
StatusPublished
Cited by8 cases

This text of 662 So. 2d 58 (Meltzer v. Meltzer) 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
Meltzer v. Meltzer, 662 So. 2d 58, 1995 WL 573757 (La. Ct. App. 1995).

Opinion

662 So.2d 58 (1995)

Lane N. MELTZER
v.
Sarah A. MELTZER.

Nos. 95-CA-0551, 95-CA-0552.

Court of Appeal of Louisiana, Fourth Circuit.

September 28, 1995.
Writ Denied January 5, 1996.

Phillip A. Wittmann, Tondra N. Heiman, Deborah Ann Pearce-Reggio, Stone, Pigman, Walther, Wittmann & Hutchinson, New Orleans, for Plaintiff-Appellee.

Max Nathan, Jr., Raymond P. Ward, Sessions & Fishman, New Orleans, for Defendant-Appellant.

Before LOBRANO, ARMSTRONG and WALTZER, JJ.

WALTZER, Judge.

STATEMENT OF THE CASE

On 21 October 1993, Lane N. Meltzer (Lane) sued his wife, Sarah Allen Meltzer (Sarah), for divorce under the provisions of La.C.C. art. 102. Sarah accepted service and waived issuance and service of citation and formal service of process on 8 November 1993. On 31 March 1994, Lane sued Sarah for divorce under the provisions of La.C.C. art. 103, and subsequently moved without opposition to transfer and consolidate the case with the original divorce action. The cases were consolidated on 10 May 1994. On 15 June 1994, Sarah filed a petition for declaratory judgment to determine the validity of the Marriage Contract executed by the parties on 10 November 1976. On 20 June 1994, a judgment of the Civil District Court for the Parish of Orleans granted Lane's *59 petition for divorce, and, following a hearing on 26 July 1994, that court rendered judgment finding the Marriage Contract to be valid. From the latter judgment Sarah appeals. We affirm.

STATEMENT OF FACTS

The parties agree that they were married on 22 November 1976 in Atlanta, Georgia, were physically separated on 1 September 1993, have lived separate and apart from that time forward, and no children were born of their marriage. Sarah admits that she executed the Marriage Contract on 10 November 1976, but denies that it was executed in the presence of a notary public and two witnesses.

The contract was registered in Conveyance Office Book 752, Folio 421 and 422 on 6 April 1978. Its terms are not in dispute. The parties to the contract clearly and unequivocally reject the community property regime, and acknowledge that each had been represented by independent counsel of his or her own choice in connection with the making of the agreement.

At the hearing on 26 July 1994, the parties to the contract, the notary public before whom it was executed and the two witnesses testified.

Louis G. Shushan, the notary and Lane's first cousin, testified that he has practiced law for forty-one years. He recognized the contract when it was shown to him, but had no independent recollection of the contract from the time of its execution, eighteen years previous. He identified his signature, and identified witness Linda Condon as Lane's secretary at the time the contract was executed and identified witness Carol Lazaro as his own secretary for the last twenty-eight years. He recalled that Sarah was represented at the time by attorney, now United States District Judge Martin L.C. Feldman. He did not recall whether all parties were in his office at the time the contract was executed. He said it was not unusual at the time for all the parties not to be present at the same time when acts were executed. He testified that if he signed this act, all of the signatories came into his office and signed it. He testified that he had no reason to believe that he did not follow the requisite procedure of having each party and witness sign before him.

Sarah testified that Lane presented the contract to her about two weeks before their wedding date, and suggested she take it to a lawyer to "have him check it out." Sarah testified that she took the contract to Feldman, whom she described as her lawyer and a friend. She admitted having had the opportunity to obtain legal advice in connection with the contract. She admitted having signed the contract, but testified that she did so outside the presence of Mr. Shushan, in "Shepard's office"[1] on the 31st floor 1010 Common Street in New Orleans. She testified that Mr. Shushan's office was on the 5th floor of the same building, but that her first visit to Mr. Shushan's office occurred after her marriage to Lane in conjunction with the sale of a parcel he had acquired with his first wife. Sarah denied that Linda Condon was present when she signed the contract, and denied ever having met Carol Lazaro.

Sarah testified that during her marriage to Lane she maintained a separate account into which she deposited the income she received from her property, and to which Lane had no access. It is uncontroverted that during the entire seventeen year existence of their marriage, Lane and Sarah conducted their financial affairs in conformity with the terms of the Matrimonial Agreement.

Lane testified that the contract was prepared by Mr. Shushan's office. He gave it to Sarah, to be reviewed by her attorney. Sarah told him she had talked to her attorney about the contractual provisions and was prepared to sign it. It was Lane's understanding that the contract provided that his and Sarah's properties were separate, and what was his remained his, and what was hers would remain hers. Lane could not recall who was present when the contract was signed, and recalled that it was signed in Shepard's office. Lane testified, and Sarah admitted, that she eventually left him. He testified that he had feared she would leave him as she had left her two former husbands.

*60 Linda Condon testified that in 1976 she was secretary of a partnership in which Lane had an interest. Her recollection was that she signed the Marriage Contract in Lane's office. She did not recall if Mr. Shushan or Ms. Lazaro were present, although she did recall Mr. Shushan's coming to Lane's office from time to time. She testified that Mr. Shushan's office was on the 15th floor and Lane's office was on the 31st floor of the 1010 Common Street Building.

Carol Lazaro testified that she has been Mr. Shushan's legal secretary for twenty-seven years, and had no recollection of the actual signing of the Marriage Contract. She testified that she was sure she met Sarah when the contract was signed. Ms. Lazaro testified that she believed the Marriage Contract was executed by the parties in front of the witnesses. According to Ms. Lazaro, Mr. Shushan was careful that all requisites for a notarial act were met, particularly after his involvement in the Louis Johnson case in late 1975 or early 1976 wherein Mr. Shushan was required to prove in court that he had met the codal requirements for the execution of an authentic act.

In its Reasons for Judgment, the trial court found:

Of the five [witnesses], Mrs. Meltzer was the only one to claim that she recalled the circumstances surrounding the execution of the document nearly seventeen years ago. She stated that she signed the document in the office of Shepard Latter at 1010 Common Street with only Lane Meltzer present. However, this testimony was weakened by her failure to recall another incident which occurred soon after the execution of the Marriage Contract.

SPECIFICATION OF ERROR: The trial court was clearly wrong in finding that Sarah Meltzer did not prove the Marriage Contract was null.

Sarah contends that she offered sufficient proof that the execution of the Marriage Contract did not comply with the formal requisites set forth in La.C.C. art. 2328, which provided in 1976 that every matrimonial agreement must be made by an act before a notary and two witnesses.

Plaintiff's burden of disproving the validity of an authentic act is indeed heavy. Planiol wrote:

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Cite This Page — Counsel Stack

Bluebook (online)
662 So. 2d 58, 1995 WL 573757, Counsel Stack Legal Research, https://law.counselstack.com/opinion/meltzer-v-meltzer-lactapp-1995.