Osborne v. McKenzie

962 So. 2d 501, 2007 WL 2317821
CourtLouisiana Court of Appeal
DecidedAugust 15, 2007
Docket42,359-CA
StatusPublished
Cited by5 cases

This text of 962 So. 2d 501 (Osborne v. McKenzie) 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
Osborne v. McKenzie, 962 So. 2d 501, 2007 WL 2317821 (La. Ct. App. 2007).

Opinion

962 So.2d 501 (2007)

Johnny OSBORNE, Alverne Osborne Barnes and Linda Osborne Woods, Plaintiffs-Appellees,
v.
Donna Osborne McKENZIE, Defendant-Appellant.

No. 42,359-CA.

Court of Appeal of Louisiana, Second Circuit.

August 15, 2007.
Rehearing Denied September 13, 2007.

Culpepper & Carroll by Bobby L. Culpepper, Jonesboro, for Appellant.

John C. Blake, Jonesboro, for Appellees.

Before BROWN, CARAWAY and MOORE, JJ.

CARAWAY, J.

Plaintiffs sued their sister seeking to annul an act of donation to her of an interest in their family property, which she allegedly altered. After service under the long-arm statute was avoided, the trial court appointed a local attorney to accept service for the defendant who lived in California. After an answer was filed by the court-appointed attorney, the defendant made direct contact with the court raising in proper person the exception of prescription. Thereafter, the pre-trial conference and trial occurred without the participation of the defendant or the attorney. The claim of prescription was rejected, and the trial court ruled that the disputed inter vivos donation was rescinded and ordered cancelled from the conveyance records. Defendant appeals claiming the judgment is a nullity due to the lack of notice of trial. Finding merit in this claim, we reverse.

Facts

The three plaintiffs brought this action against their sister, Donna Osborne McKenzie ("McKenzie"), to rescind an act *502 of donation of immovable property and to declare the same a nullity. In March 1998, two of the plaintiffs, Johnny Osborne ("Osborne") and Alverne Osborne Barnes ("Barnes"), received by donation from their father an undivided one-half interest in the property.[1] Thereafter, in June 1998, Barnes and Osborne, intending to convey one-fourth of the interest received from their father to McKenzie, agreed to donate that interest to her. The execution of this conveyance, which is the subject of this dispute, was attempted through two acts of donation, the second apparently to correct the first.

The first act of donation was prepared for Osborne and Barnes to act as donors of "an undivided one-fourth (¼) interest in and to their undivided one-half (½)," which amounted to "an undivided 7.125 acres" of the 57-acre tract. Nevertheless, only Barnes appeared and signed the donation as an authentic act on June 24. An original of the June 24 act was delivered to McKenzie, but never recorded in Jackson Parish.

Since Osborne did not execute the first act of donation, a question was apparently raised regarding the donation, and a second act of donation was executed by Osborne and Barnes on June 28, 1998 (hereinafter the "Disputed Donation"). At trial, plaintiffs produced two different versions of this three-page document. One version is identical with the June 24 donation executed by Barnes. Nevertheless, a second version, which was actually recorded by McKenzie on November 13, 1998, lists on pages 1 and 2 that an undivided ½ of ½ or a "14.25 acres interest" was donated. The unrecorded version produced by plaintiffs from their records lists on pages 1 and 2 that an undivided ¼ of ½, or a "7.125 acres interest" was conveyed. Both versions have the identical third page of the instrument (one, the original and the other a copy of the original), containing the actual signatures of the parties, witnesses and notary. From these two versions of the Disputed Donation, plaintiffs alleged that McKenzie changed the first two pages of the actual instrument, increasing the amount of the fractional interest conveyed by the Disputed Donation before its recordation.

After their discovery of the alleged alteration of the Disputed Donation in 2006, plaintiffs filed this action on April 19, 2006. Five weeks after filing the petition, plaintiffs moved for court-appointed counsel for McKenzie under La. C.C.P. art. 5091 because they alleged McKenzie was avoiding long-arm service by mail at her Victorville, California address. The attorney appointed to represent McKenzie answered with a general denial the next week.

McKenzie wrote the clerk of court on July 24, 2006, requesting "a continuance dealing with docket no. 30398," and "assistance in getting an attorney to represent me." The letter disclosed that she learned of the suit three weeks earlier, on July 7, 2006, and made no mention of her court-appointed attorney. The same California address used in plaintiffs' petition was typed beneath her signature on the letter.

A pre-trial conference with the trial court and plaintiffs' counsel occurred on August 25, 2006. Neither the court-appointed attorney nor McKenzie appeared. The record indicates that the trial judge contacted McKenzie by phone, but that she did not participate in the conference. The signature of plaintiffs' counsel appears under the following statement on the pre-trial *503 order filed in the record on August 28:

We hereby certify that we have personally conferred via telephone at a conference pursuant to Sections 4 and 5 of Rule 22 of the Civil Rules of the Second Judicial District Court for the purpose of preparing this pretrial order, and, that we shall promptly attend the pretrial conference as scheduled by the Court.

A corresponding blank for "Donna Osborne McKenzie, Pro Se" to make the certification is unsigned. The order signed by the trial court fixed the trial for November 9, 2006.

After the pre-trial conference, McKenzie faxed a letter dated August 31, 2006, to the trial court's chambers asserting that she could not travel to Louisiana and could not afford an attorney. There was no clear statement in the letter, however, acknowledging any notice of the November 9 trial setting. The closing paragraph contained allegations of the running of a three-year "statute of limitations," and McKenzie's request for dismissal of the suit. The record indicates other correspondence may have been directed by McKenzie to the trial court and/or clerk of court, but it was not included in the appellate record.

On November 9, 2006, the case was tried without the attendance of either the court-appointed attorney or McKenzie. The attorney McKenzie hired to prepare the June donations, three deputy clerks who witnessed the Disputed Donation, and the three plaintiffs testified at trial. In the course of the proceeding, the trial court acknowledged McKenzie's claim of prescription and denied her relief for that defense. After receiving evidence and testimony, the trial court ruled in favor of plaintiffs annulling the Disputed Donation, both the recorded and unrecorded versions. Regarding notice of the proceedings to McKenzie, the trial court made the following observations:

. . . She did have notice of the pre-trial conference, notified my office the day before the pre-trial conference through my secretary, . . ., that she didn't intend to be available for the phone call the morning of the pre-trial conference. . . . So both of us made an effort to contact Ms. McKenzie. . . . Subsequent to the pre-trial conference, Ms. McKenzie contacted my office requesting additional information, etc. The Court wrote her a letter from my office indicating to her she had an opportunity to participate in the pre-trial conference, she chose not to do so for whatever reason that she chose, that this trial would be going on, . . .

Discussion

I.

McKenzie first argues the trial court erred in denying her exception of prescription.

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Cite This Page — Counsel Stack

Bluebook (online)
962 So. 2d 501, 2007 WL 2317821, Counsel Stack Legal Research, https://law.counselstack.com/opinion/osborne-v-mckenzie-lactapp-2007.