Normand v. Davis

12 So. 2d 273, 202 La. 565, 1942 La. LEXIS 1367
CourtSupreme Court of Louisiana
DecidedDecember 30, 1942
DocketNo. 36677.
StatusPublished

This text of 12 So. 2d 273 (Normand v. Davis) 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
Normand v. Davis, 12 So. 2d 273, 202 La. 565, 1942 La. LEXIS 1367 (La. 1942).

Opinions

ODOM, Justice.

This suit was filed in Rapides Parish on July 13, 1938. Plaintiff, a resident of New Orleans, alleged in his petition that he was a brother of Mauriel E. Normand, who died in Alexandria, Louisiana, “during the early part of 1936”; that his brother at the time of his death was indebted unto petitioner in the sum of $14,580, which amount represents certain rental collections made by his brother over a period of nine years immediately preceding his death; that petitioner owns certain real estate in Alexandria which was leased for an annual rental of $1,820; that his brother collected the rentals each year for nine consecutive years, with the understanding that he would account to petitioner for the amount collected, less taxes, insurance, water bills, and incidental expenses for repairs, all of which expenses, petitioner alleged, amounted to $1,800 for the nine-year period, leaving a net balance due him of $14,580, for which amount his brother never rendered an accounting and which he never paid, and that his brother owed him the latter amount at the time of his death.

He alleged that his brother’s succession “was duly opened in the Parish of Rapides”, where the suit was filed. He brought his suit, not against the succession of his brother, but against one of his sisters, Cecile Normand, widow of Albert S. Davis, alleging that she was indebted unto him in the full amount of $14,580, the amount he alleged his brother owed him at the time of his brother’s death. He alleged in Paragraph 3 of his petition that “defendant herein succeeded to the property comprising the estate of the late Mauriel E. Normand, by virtue of an agreement she entered into as between your petitioner and said defendant wherein she obligated herself in writing to pay and discharge the debt owed by the succession”. And in Paragraph 4 plaintiff alleged that the instrument in writing, referred to in Paragraph 3 of his petition, was dated May 11, 1936, “which said agreement as referred to is made part hereof, just as though written at length herein”. Plaintiff alleged that *570 he had “a lien and privilege on all of the property comprising the estate of the late Mauriel E. Normand as fully described in probate proceedings No. 4389 of the docket of the Ninth Judicial District Court of Rapides Parish * * *. And petitioner makes said probate proceedings No. 4389 herein referred to part hereof as' though written at length herein”. In Paragraph 9 of his petition plaintiff alleged that “defendant herein has been duly notified from time to time of petitioner’s claim, and was fully aware of the indebtedness due petitioner before she succeeded to the property comprising the estate of the late Mauriel E. Normand”.

The defendant through counsel alleged that she was unable to plead or answer without oyer of the alleged “agreement, of date May 11, 1936,” which was referred to in Paragraph 4 of plaintiff’s petition. She asked that she be relieved from pleading further or answering the suit until the said agreement should be filed in the office of the clerk of court. The court ordered the plaintiff to produce and file the agreement dated May 11, 1936. In obedience to this order, the plaintiff produced and filed the agreement.

Thereupon, counsel for defendant filed exceptions of no cause and no right of action and a plea of estoppel, and pleaded the prescriptions of one, two, three, and five years. These exceptions and pleas were argued at the same time. The plea of estoppel was sustained by the court, and plaintiff’s suit was dismissed. There was no ruling on the exceptions and the plea of prescription. The plaintiff appealed from the judgment sustaining the plea of estoppel.

Therefore, the only question presented for our consideration is whether the ruling of the court sustaining the plea of estoppel was correct.

Aside from plaintiff’s original and amended petitions, defendant’s pleas and exceptions, extracts from the minutes of the court, and the judgment, the record as made up and presented to us contains nothing except the written instrument dated May 11, 1936, referred to in Paragraphs 3 and 4 of plaintiff’s petition. That instrument was made part of plaintiff’s original petition. After reading the petition and the written instrument, we find ourselves unable to pass intelligently on the plea of estoppel.

Plaintiff alleged that he was a brother of the deceased Mauriel E. Normand. The written instrument referred to evidences a sale by the plaintiff and “Mrs. Lillian Scholl, born Normand, widow of Joseph Scholl, deceased,” to “Mrs. Cecile Davis, born Normand, widow of Albert S. Davis”. While the petition and the written instrument do not so show, it was stated by counsel for both sides in oral argument before the court that Mrs. Lillian Scholl, one of the vendors, and Mrs. Cecile Davis, the vendee, were sisters of the deceased Mauriel E. Normand and of the plaintiff Wylie T. Normand.

The written instrument recites that the vendors do by that act “grant, assign, set over, transfer, convey and deliver unto the said Mrs. Cecile Normand Davis, the fol *572 lowing described property: All right, title and interest” of the vendors “in and to all of the property, rights, assets and effects, real and personal, belonging to the succession or estate of Mauriel E. Normand, deceased, late a resident of Rapides Parish, Louisiana, and including more particularly all of the right, title and interest of the said Mrs. Lillian Normand Scholl and Wylie T. Normand as legatees of said decedent in and to the following described real estate, situated in Rapides Parish, Louisiana”. (Italics are the writer’s.)

Then.follows a complete description of 17 separate and distinct lots or parcels of real estate.

Following the description of the real estate, the written instrument recites that the vendors convey to the vendee all their right, title, and interest “in and to all cash belonging to the estate or succession of said decedent, including particularly all funds to the credit of C. G. Normand, as testamentary executor of the last will and testament of said decedent, * * * and all right, title, interest and claim” of the vendors “in and to all funds on deposit in the name of said Cylton G. Normand, as Trustee, in the Guaranty Bank & Trust Company of Alexandria, Louisiana”.

The last general' paragraph of the instrument reads in full as follows:

“Said Vendors declare that their interest in and to all said property shall be held unto the said vendee, her heirs and assigns in full property forever. Each of the vendors as legatee of said decedent, warrants the title of each of said parcels of real estate above described in the same proportion as the proportion of ownership therein which accrued to such vendor under the last will and testament of said decedent, which has been probated in proceedings number 4389 on the probate docket of the Ninth Judicial District Court of Rapides Parish, Louisiana, and subrogates said vendee unto all rights and actions in warranty accruing to such vendor as a legatee of said decedent against all former owners of said properties, it being further understood as part of the consideration of this sale that the said vendee shall assume and discharge such proportion of all of the debts owed by said succession as may be payable by each of said appearers as legatees of said decedent.”

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Bluebook (online)
12 So. 2d 273, 202 La. 565, 1942 La. LEXIS 1367, Counsel Stack Legal Research, https://law.counselstack.com/opinion/normand-v-davis-la-1942.