Montegut v. Davis

473 So. 2d 73
CourtLouisiana Court of Appeal
DecidedMay 13, 1985
Docket85-CA-43
StatusPublished
Cited by6 cases

This text of 473 So. 2d 73 (Montegut v. Davis) 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
Montegut v. Davis, 473 So. 2d 73 (La. Ct. App. 1985).

Opinion

473 So.2d 73 (1985)

Lester J. MONTEGUT, Jr.
v.
Shelby W. DAVIS.

No. 85-CA-43.

Court of Appeal of Louisiana, Fifth Circuit.

May 13, 1985.
Rehearing Denied August 16, 1985.

*74 Accardo, Edrington, Leblanc & Golden, George Ann Hayne Graugnard, and Jules A. Carville, III, LaPlace, for plaintiff-appellee-appellant.

Davidson, Meaux, Sonnier & McElligott, James J. Davidson, III, Lafayette, for defendant-appellant.

Before CHEHARDY, GAUDIN and GRISBAUM, JJ.

CHEHARDY, Judge.

This is a suit to rescind two sales of immovable property for lesion beyond moiety. Both parties have appealed.

Lester J. Montegut Jr. sued Shelby Davis, his brother-in-law, to rescind two sales encompassing a one-third undivided interest in approximately 93½ acres of land in St. John the Baptist Parish. Montegut had inherited a one-third interest in the property from his parents. The land, part of a greater tract formerly known as Elvina *75 Plantation which was subdivided into seven long narrow strips through partition of a succession, runs from the east bank of the Mississippi River northeastward to about the 80-arpent line. The property measures approximately 262 feet in width by a depth of approximately 13,400 feet. Its net total acreage, excluding batture and servitudes, is 93.328 acres. The tract is situated on the outskirts of the community of Laplace, about one mile east of the junction of U.S. Highway 51 and U.S. Highway 61 (the latter known as Airline Highway).

In his petition plaintiff alleged lesion beyond moiety. Alternatively, he asserted the sales were void for lack of capacity, alleging he was temporarily deranged at the time of the sales and/or that defendant unduly influenced him to enter into the sales.

The first act of sale, dated March 23, 1981, transferred plaintiff's one-third interest in 76% of the property (acquired from his father's succession) for a recited consideration in the amount of $10,000.00 "and other good and valuable consideration." In the second sale, dated August 18, 1981, plaintiff transferred his one-third interest in the remaining 24% of the property (inherited from his mother) for a recited consideration of $5,000 "and other good and valuable consideration." Testimony at trial established conclusively that the actual total amount plaintiff received from defendant for both sales was $40,000.

The case was taken under advisement on August 26, 1983 following submission of post-trial memoranda from counsel. In a judgment rendered on June 29, 1984 the trial judge concluded that the value of the property at the time of the sales was clearly over $80,000 and therefore the sale was lesionary. The court adopted the testimony of plaintiff's expert witness, concluding the value of plaintiff's interest in the property at the time of the sale was $200,000. The court stated that based upon this finding, it expressed no opinion on the alternative bases for plaintiff's attack on the sale.

Plaintiff filed a motion for amendment of judgment and/or for partial new trial. The trial court granted the motion and on October 17, 1984 issued an amended judgment in which the property made the basis of the suit is particularly described and the defendant is ordered to make his election whether to restore the property or to supplement the price within 60 days after rendition of a final nonappealable judgment. In all other respects plaintiff's motion was denied.

Upon joint motion by the parties, the judgment was amended again on October 25, 1984 to correct several clerical errors in the property descriptions. From that judgment both parties have appealed.

The following issues are raised: (1) whether the trial judge committed manifest error in finding the value of plaintiff's interest exceeded $80,000; (2) if the sale is determined to be lesionary, whether the case should be remanded for a hearing to determine the value of the income received by defendant from agricultural and mineral leases on the property or, in the event defendant elects to supplement the price, the amount of interest due on the supplement; (3) alternatively, should this court find no lesion, plaintiff again raises the issues of lack of capacity and undue influence as grounds to void the sales.

The rescission of sales on account of lesion is covered by LSA-C.C. arts. 2589-2600. The following particularly concern this case.

"If the vendor has been aggrieved for more than half the value of an immovable estate by him sold, he has the right to demand the rescission of the sale, even in case he had expressly abandoned the right of claiming such rescission, and declared that he gave to the purchaser the surplus of the thing's value." Art. 2589.
"To ascertain whether there is a lesion beyond moiety, the immovable must be estimated according to the state in which it was, and the value which it had at the time of the sale * * *." Art. 2590.
"If it should appear that the immovable estate has been sold for less than one-half its just value, the purchaser may *76 either restore the thing and take back the price which he has paid, or make up the just price and keep the thing." Art. 2591.
"Should the purchaser prefer to keep the thing by making up the just price, he must pay the interest of the additional price from the day when the rescission was demanded. If he chooses rather to restore the thing and to receive the purchase money, he shall be liable to restore the fruits of the estate from the day of the demand, but the interest of his money shall also be paid to him from the same time." Art. 2592.

The only issue of fact to be decided in a suit to set aside a sale for lesion beyond moiety is whether the vendor has sold the immovable for less than half its value at the time of the sale. Foos v. Creaghan, 226 La. 619, 76 So.2d 907 (1954). The burden of proving lesion is upon the plaintiff, and he must establish his case by strong and convincing proof. Armwood v. Kennedy, 231 La. 102, 90 So.2d 793 (1956).

"[A] party attempting to set aside a sale must discharge the burden of proof incumbent upon him which requires that he prove the value of the property by clear and convincing evidence. The burden of proof is much more stringent in lesion cases than in expropriation cases. The evaluation may not be based on conjecture, possibility or speculation. However, the highest and best use of the property may be considered along with all other evidence of value so long as it tends to show `the value which it (the immovable) had at the time of the sale.' * * *"

Valley Land Corporation v. Fielder, 242 So.2d 358, 361 (La.App. 2 Cir.1970), writ denied, 257 La. 861, 244 So.2d 611. See also, Fletcher v. Smith, 216 So.2d 663 (La. App. 3 Cir.1968), writ denied, 253 La. 633, 219 So.2d 173; Mullins v. Page, 457 So.2d 64 (La.App. 2 Cir.1984); Rogers v. Read, 355 So.2d 46 (La.App. 2 Cir.1978); Martin v. Mays, 127 So.2d 77 (La.App. 1 Cir.1961).

In an action to rescind a sale for lesion beyond moiety, when there are great variances among appraisals, it is the court's function to examine each appraisal to determine which is more reasonable; the court is not bound to accept or reject one expert's testimony, but parts of each expert's testimony may be accepted when the testimony so accepted is based on proper facts and sound reasoning. Bisco v. Middleton, 383 So.2d 1047 (La.App. 1 Cir.1980).

The trial judge's assessment of testimony given by appraisers is entitled to great respect.

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Bluebook (online)
473 So. 2d 73, Counsel Stack Legal Research, https://law.counselstack.com/opinion/montegut-v-davis-lactapp-1985.