Nelson v. Hildebrand

409 So. 2d 1281, 1982 La. App. LEXIS 6708
CourtLouisiana Court of Appeal
DecidedJanuary 25, 1982
DocketNo. 14750
StatusPublished

This text of 409 So. 2d 1281 (Nelson v. Hildebrand) 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
Nelson v. Hildebrand, 409 So. 2d 1281, 1982 La. App. LEXIS 6708 (La. Ct. App. 1982).

Opinion

FRED W. JONES, Jr., Judge.

Defendant appeals a judgment rendered in an eviction proceeding ordering him to [1282]*1282vacate and deliver possession to plaintiff of certain property situated in Red River Parish. We affirm.

The record reveals that the community existing between one J. G. McGinty and Ruby Giddens McGinty acquired several hundred acres of land in Red River Parish. Upon the death of McGinty some time prior to 1975, an undivided one-half interest in this property was vested in his widow and the other one-half interest in his two children, Mrs. Iva June McGinty Nelson and Mrs. Ruby McGinty Shrell, subject to the usufruct of their mother.

In March 1975 Mrs. McGinty donated to her two children, her undivided interest in this property, but expressly reserved the usufruct thereof. In April 1975 the two daughters executed an act of partition under which each acquired the sole naked ownership of designated portions of the property.

On February 10, 1978 Mrs. McGinty executed in favor of Earl C. Hildebrand a lease for the “hunting of wild game” for a primary term of five years at a rental of $400 per year covering that property of which Mrs. Nelson had the naked ownership.1 The lessee was further granted an option to renew the lease for an additional five years at an annual rental of $475. The fact that Mrs. McGinty was only the usufructuary of the leased property was not mentioned in the instrument.

Hildebrand exercised his rights under the lease by placing a school bus on the property for use as a camphouse; connecting electrical lines to the bus; building deer stands; clearing underbrush for access to the camp-house and the stands; fencing some unfenced portions of the property; and installing two metal gates.

Mrs. McGinty died in July 1979. The record indicates that Hildebrand, who lived in Caddo Parish, continued to exercise hunting privileges on the property covered by the lease. On February 11, 1980 Hildebrand transmitted to Mrs. Nelson a check in the amount of $400, made payable to “Imogene Nelson”, as annual rental for the “deer lease”. Mrs. Nelson accepted the check and deposited it in her bank account.

By letter dated January 23, 1981 Mrs. Nelson's attorney advised Hildebrand that his lease from the usufructuary expired upon her death and notified him to vacate the property. Hildebrand’s 1981 rental check was returned with the letter. Subsequently, by letter dated February 19, 1981 Mrs. Nelson’s attorney gave Hildebrand five days notice to vacate the property or, alternatively, face eviction proceedings. Then, by letter dated March 16, 1981 Mrs. Nelson’s attorney advised Hildebrand’s attorney that eviction proceedings would be instituted if Hildebrand failed to vacate the property within ten days.

This eviction suit was filed on April 9, 1981, alleging that the lease had terminated with the death of the usufructuary. It was further asserted that Hildebrand had violated the conditions of the lease by failing to fence all unfenced portions of the lease premises.

On the day of the trial of the summary eviction proceeding, Hildebrand filed an answer to the rule and reconvened for the value of improvements made to the leased property and for loss of profits anticipated from subleasing (in the event of eviction). The trial judge ruled that trial would proceed as to the eviction demand only, reserving to Hildebrand the right to try the re-conventional demand later.

In oral reasons for judgment the trial judge found that the lease was terminated by the death of the usufructuary; that Mrs. Nelson’s acceptance of the rental check in 1980 “was done through error and was not intended for ratification of the lease”; and that defendant’s failure to fence all of the unfenced portions of the leased property [1283]*1283breached the lease (apparently an alternative finding in the event that the lease was still in existence).

Appellant contends that the trial judge erred in failing to find that Mrs. Nelson’s acceptance of the rental check constituted a ratification of the lease executed by her mother and in concluding that appellant had breached the lease.

Civil Code articles dealing with the authority of a usufructuary to lease property burdened by the usufruct and the legal effect of that type of lease are:

Art. 567 (formerly Art. 555).
The usufructuary may lease, alienate, or encumber his right. All such contracts cease of right at the end of the usufruct.
If the usufructuary leases, alienates, or encumbers his right, he is responsible for the abuse that the person with whom he has contracted makes of the property. Art. 607 (formerly Art. 606).
The right of usufruct expires upon the death of the usufructuary.
Art. 2730.
A lease made by one having a right of usufruct, ends when the right of usufruct ceases.
The lessee has no right to an indemnification from the heirs of the lessor, if the lessor has made known to him the title under which he possessed.

Finding that a lease had expired upon the death of the lessor-usufructuary, the court in Sparks v. Dan Cohen Co., 187 La. 830, 175 So. 590 (1937) noted:

“A lease made by an usufructuary, therefore, “ceases of right at the expiration of the usufruct,” whether the lessor informed the lessee, or failed to inform him, before or at the time of making the lease, that he, the lessor, was only the usufructuary, and not the owner, of the property. It is the right of the lessee to be indemnified by the heirs of the lessor, if the lessor is only the usufructuary and if he dies before the expiration of the term of the lease, that depends upon whether the lessor failed to make known to the lessee that he, the lessor, was not the owner but only the usufructuary of the property. That is the precise language and meaning of. article 2730 of the Civil Code. An usufructuary cannot, by failing to disclose to a lessee that he, the lessor, is not the owner but only the usu-fructuary of the property, deprive the owner of his right under the law which says that such a lease “ceases of right at the expiration of the usufruct.”

On the other hand, in Aucoin v. Greenwood, 199 La. 764, 7 So.2d 50 (1942), the court found that the naked owner had ratified the lease by the usufructuary. Since this appears to be the only reported Louisiana case addressing this specific question, the particular facts of that case merit close scrutiny. In 1929 the owner (Young) of an undivided one-half interest in a lot, having a usufruct on the other undivided one-half interest, executed a lease which was subsequently assigned to Greenwood. In 1935 Greenwood purchased Young’s undivided one-half interest. In 1936 Aucoin acquired the other undivided one-half interest, subject to Young’s usufruct. In June 1938 Young executed a notarial act waiving and abandoning his usufruct in favor of’Aucoin. This instrument included a clause directing payment of lease rentals by Greenwood to Aucoin. Aucoin immediately notified the lessee Greenwood of the effect of this usu-fruct waiver by letter containing this language:

“ ‘You have a recorded lease, and I realize that I purchased the children’s one-half interest in the property subject to the terms and conditions of your lease.

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Related

Sparks v. Dan Cohen Co.
175 So. 590 (Supreme Court of Louisiana, 1937)
Aucoin v. Greenwood
7 So. 2d 50 (Supreme Court of Louisiana, 1942)

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Bluebook (online)
409 So. 2d 1281, 1982 La. App. LEXIS 6708, Counsel Stack Legal Research, https://law.counselstack.com/opinion/nelson-v-hildebrand-lactapp-1982.