Moore v. Wilson

772 So. 2d 373, 2000 WL 1643973
CourtLouisiana Court of Appeal
DecidedNovember 3, 2000
Docket34,135-CA
StatusPublished
Cited by6 cases

This text of 772 So. 2d 373 (Moore v. Wilson) 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
Moore v. Wilson, 772 So. 2d 373, 2000 WL 1643973 (La. Ct. App. 2000).

Opinion

772 So.2d 373 (2000)

Jimmy MOORE, Plaintiff-Appellee,
v.
Freddy Lee WILSON and Vicki Moore Wilson, Defendants-Appellants.

No. 34,135-CA.

Court of Appeal of Louisiana, Second Circuit.

November 3, 2000.

*375 Thomas & Thomas by Loyd K. Thomas, Shreveport, Counsel for Appellants.

Paul V. Myers, Ringgold, Counsel for Appellee.

Before CARAWAY, PEATROSS and KOSTELKA, JJ.

CARAWAY, J.

This is a suit to set aside a cash sale deed. The case was tried after the death of the "vendor" and thus without any testimony of his intentions for the transaction. Although the purchasers admitted at trial that the price stated in the deed ($10.00 cash) was never paid, they asserted that a donation was intended. The trial court found that although the deed (an authentic act) was valid as to form for a donation, it was nevertheless null because the donor lacked the requisite donative intent. The judgment ordered the deed set aside and cancelled from the conveyance records. For the reasons expressed herein, we affirm the ruling of the trial court regarding the cancellation of the deed, but remand the case for further consideration of appellants' reconventional demand which the trial court's judgment neglected to address.

Facts

On March 4, 1997, Jimmy Moore filed suit to rescind a deed dated March 4, 1996, in favor of his granddaughter, Vicki Moore Wilson and her husband, Freddy Lee Wilson, which purportedly conveyed for $10.00 an undivided one-fifteenth interest in 119 acres of land located on Lake Bistineau in Bienville Parish, Louisiana. Plaintiff's daughter, Willie Alice Moore Green, signed a verification of Moore's petition as his agent and attorney-in-fact. Subsequently, Moore died on October 25, 1997. He was reputedly 107-years-old, and it was established at trial that he was illiterate. Green, as Executrix of the Succession of Jimmy Moore, was substituted as party plaintiff on May 7, 1998.

The suit alleged that the deed was a sham and fraud since Moore never intended to sell his interest in the property, nor did he remember signing the deed. Alternatively, the petition alleged that the sale should be rescinded for lesion. At trial, the Wilsons admitted that the $10.00 consideration recited in the deed was never paid.

The deed was executed by Moore and the Wilsons in Shreveport and notarized by Robert McLane, a Caddo Parish notary. Plaintiffs counsel subpoenaed the notary, who appeared in court on the day of trial and was sworn. Before he was called to testify, McLane left the courthouse on the first day of trial without notice. Despite the issuance of a bench warrant for his contempt and a delay in the trial for 4½ months, McLane never testified.

After Moore died, Green filed a supplemental petition, alleging that the defendants coerced Moore into signing the deed in question by threatening that the property may somehow be lost by "HooDoo." Defendants responded with a reconventional demand alleging, alternatively, their entitlement to compensation for the value of improvements made on the property.

At trial, defendants testified that they began working on the property in 1994, two years before the deed was executed. They cleared overgrowth and did bulldozer work. In February 1997, they expended $3,523 for fill dirt, fencing and water well installation. However, they did not begin living there until January of 1999, after they moved a mobile home onto the land.

The property was co-owned by Moore and his siblings, and the disputed 1/15th interest was his entire undivided interest in the land. Moore did not live on the 119-acre tract. Prior to his death, he was living with his granddaughter Green, who testified that she was his primary caregiver. Vicki testified that another individual named Aunt Dolly, apparently a co-owner, lived on the property. The Wilsons testified at trial that Moore wanted them to have the land.

*376 In its reasons for judgment, the trial court found that the evidence failed to establish Moore's donative intent. Furthermore, the trial court stated that it "was not convinced there was even a close relationship" between Moore and the alleged donees, Vicki and Freddy Wilson. Accordingly, the trial court ordered that the deed be set aside and erased from the public records.

Discussion

I.

The disputed sales contract in this case states a price which is merely nominal. As expressed in La. C.C. art. 2464:

The price must not be out of all proportion with the value of the thing sold. Thus, the sale of a plantation for a dollar is not a sale, though it may be a donation in disguise.

Recognizing this fatal flaw in the "sale," the Wilsons admitted the non-existence of a price and attempted to defend the suit by claiming that a donation nevertheless occurred. They now argue that the trial court was manifestly erroneous in failing to recognize Moore's donative intent.

La. C.C. art. 1970 addresses the misstatement of cause in a contract and provides:

When the expression of a cause in a contractual obligation is untrue, the obligation is still effective if a valid cause can be shown.

In Reinerth v. Rhody, 28 So. 277 (La. 1900), a granddaughter filed suit to annul a deed conveying a portion of her grandmother's property to a caretaker, who was also a relative. The deed was signed two days before the grandmother died. The court first noted that "one dollar and other valuable consideration" recited as the price "was no consideration at all." The court then concluded that the act was not a simulated sale since the ill-stated price did not conceal anything. Nevertheless, the testimony showed that the grandmother, although weak and feeble, understood what she was signing. Finding that the evidence proved the donor's intent to donate, the court upheld the instrument as a valid inter vivos donation between the parties. The court stated:

The act complies with all the forms necessary to an act of donation. The act differs from an act of donation in that it sets out that vendor `sells, transfers, and conveys.' If the word `donates' had been used instead, the act would have been complete and legal beyond all question. The act may import a donation if there is no price. Such an act may be valid as a donation if it contains all the formality required in a donation. The law requires that in the matter of donations the act be in authentic form. If it be in that form, and there be no price, it may yet be held valid as a donation when it contains all the requisite formalities and the donee at once goes into possession, though the act would be null as a sale.

Id. at 277, 278.

Another case where the transferee of the property was allowed to prove the existence of a donation was Nofsinger v. Hinchee, 199 So. 597 (La.App. 1st Cir. 1941), where a brother and sister sued to set aside a deed conveying their undivided one-half interest in farmland to their cousin, alleging that no consideration was paid therefor. The deed recited as consideration for the sale the sum of "$1,000 cash and other valuable consideration." Defendant admitted this was not paid nor intended to be paid. The deed was executed by the parties shortly after plaintiffs' mother's death, along with other matters relating to the succession. Plaintiffs alleged that they did not know what they signed and did not intend to donate any property to defendant. The "notary-attorney" who prepared the deed testified that all of the parties signed the act after it had been read and explained to them as an act which was in keeping with the decedent's desires.

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Cite This Page — Counsel Stack

Bluebook (online)
772 So. 2d 373, 2000 WL 1643973, Counsel Stack Legal Research, https://law.counselstack.com/opinion/moore-v-wilson-lactapp-2000.