Osborne v. McKenzie

998 So. 2d 137, 2008 WL 4647542
CourtLouisiana Court of Appeal
DecidedOctober 22, 2008
Docket43,658-CA
StatusPublished
Cited by5 cases

This text of 998 So. 2d 137 (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, 998 So. 2d 137, 2008 WL 4647542 (La. Ct. App. 2008).

Opinion

998 So.2d 137 (2008)

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

No. 43,658-CA.

Court of Appeal of Louisiana, Second Circuit.

October 22, 2008.

*139 Donna Osborne McKenzie, In Proper Person.

John C. Blake, Jonesboro, for Appellees.

Before STEWART, DREW and MOORE, JJ.

MOORE, J.

Donna O. McKenzie appeals a judgment that reformed an act of donation to *140 her from her brother and sister, Johnny Osborne and Alverne O. Barnes, reducing McKenzie's share from 1/2 to 1/4 undivided interest in certain real property. For the reasons expressed, we affirm.

Procedural Background

The parties are siblings. In March 1998, their father donated to Osborne and Barnes an undivided 1/2 interest each in his undivided 1/2 interest in four described tracts in Jackson Parish, or a total undivided 14.25 acres. Osborne and Barnes simultaneously executed a counter-letter acknowledging that their sister, Linda O. Woods, also had an undivided 1/3 interest in the property. No mention was made at the time of their other sister, McKenzie.

Three months later, on June 24, 1998, Osborne and Barnes executed an act of donation in favor of McKenzie, giving her an undivided 1/4 interest in their undivided 1/2 interest in the property, or 7.125 acres. This act of donation was signed by Barnes and McKenzie, but not by Osborne, and was not recorded. Apparently to rectify this deficiency, the parties executed another, identical act of donation in favor of McKenzie on June 28. The June 28 donation was signed by all three parties and, according to Osborne and Barnes, donated to McKenzie a 1/4 interest. Nearly five months later, on October 13, 1998, McKenzie filed a copy of the June 28 donation in the Jackson Parish conveyance records.

Several years later, when Osborne, Barnes and Woods were trying to lease the minerals on the property, they discovered that the copy of the June 28 donation on file in the conveyance records, although nearly identical to the one they had signed, actually recited that McKenzie was receiving an undivided 1/2 interest in the property, not the 1/4 they had intended. They concluded that their sister, who had since moved to California, must have altered the June 28 donation to double her interest in the property. They filed the instant suit in April 2006 to rescind and nullify the donation on account of fraud.

As noted, McKenzie had relocated to California; the plaintiffs alleged that she was avoiding long-arm service so they moved to appoint a curator, Chris Bowman, to represent the absent defendant. However, neither McKenzie nor the curator attended a pretrial conference in August 2006. Nevertheless, McKenzie faxed a letter to the district court judge, asserting that she could neither travel to Louisiana nor afford an attorney, alleging a three-year statute of limitations, and requesting dismissal of the suit.

The matter proceeded to trial in November 2006, which neither McKenzie nor the curator attended. Gary Nunn, the attorney who prepared the June 24 donation, testified that the donors' intent was to give McKenzie an undivided 1/4 interest; each of the plaintiffs, Osborne, Barnes and Woods, also testified that the documents were drafted to give McKenzie an undivided 1/4 interest, with each child to receive an equal share. The plaintiffs also introduced into evidence copies of the documents attached to their original petition: their father's 1998 donation to Osborne and Barnes, the counter-letter, the June 24 donation, and both versions of the June 28 donation — the unrecorded version conveying the 1/4 interest, and the recorded version conveying 1/2. The district court rendered judgment in favor of the plaintiffs, rejecting McKenzie's plea of prescription and annulling both versions of the June 28 donation.

McKenzie appealed and enrolled counsel, Bobby Culpepper, who almost immediately sought to withdraw on grounds that McKenzie was badgering him to attach to his appellate brief documents that were not in the record or introduced at trial. This court denied his motion to withdraw, *141 but McKenzie filed a number of pro se briefs, digressive productions to which she attached copies of mineral leases that were not in evidence. On the merits, this court affirmed the ruling on prescription but reversed the judgment because the trial occurred without proper notice to the defendant under La. C.C.P. art. 1571. Osborne v. McKenzie, 42,359 (La.App. 2 Cir. 8/15/07), 962 So.2d 501. We remanded the matter for a new trial.

On remand, the district court allowed both Culpepper and Bowman to withdraw from representing McKenzie. Acting pro se, McKenzie filed a motion for continuance, claiming she needed more time to examine all documents filed by the plaintiffs and to consult with a lawyer. The court granted this and fixed the trial for January 31, 2008, with the admonition that no further continuances would be granted unless McKenzie sent a medical report stating that she could not appear in court. Even though nobody could ever reach her by phone, McKenzie obviously received notice of the trial setting because she filed a pro se motion to dismiss the new trial date. She also filed pro se motions urging res judicata and prescription, demanding the payment of appellate costs, and challenging the authenticity of the plaintiffs' trial exhibits.

Trial was held on January 31, 2008. McKenzie did not appear, either in person or by counsel. Four witnesses took the stand for the plaintiffs; they confirmed their testimony would be the same as in the prior trial. The plaintiffs also introduced the same five exhibits as in the prior trial. Questioned by the court, the plaintiffs agreed that the evidence would support not annulling but reforming the recorded version of the donation.

The district court found that everyone intended the donation to convey to McKenzie an undivided 1/4 interest, so it reformed the donation to reflect that each party now owns an undivided 1/4 interest. The court also ordered McKenzie to pay the plaintiffs' attorney fees of $6,713.87 and all court costs.

McKenzie has filed the instant pro se appeal, identifying herself as "a Disable [sic] American Veteran, due to a Medical Condition; did not travel from California to Louisiana in relationship [sic] to frivolous litigation." In a long preamble, she alleges that she has "not been dealt with fairly by the trial court," and makes numerous factual assertions that are not in the record. By amended brief, she raises 11 assignments of error.

General Principles

As a preliminary matter, we note that the arguments in support of McKenzie's Assignments Nos. 1 and 4 make repeated reference to mineral leases that were never introduced into evidence. Appellate courts are courts of record and may not review evidence that is not in the appellate record, or receive new evidence. La. C.C.P. art. 2164; Denoux v. Vessel Management Services, Inc., 2007-2143 (La.5/21/08), 983 So.2d 84; Martin v. Comm-Care Corp., 37,600 (La.App. 2 Cir. 10/16/03), 859 So.2d 217, writ denied, XXXX-XXXX (La.2/6/04), 866 So.2d 225. Documents attached to memoranda do not constitute evidence and cannot be considered as such on appeal. Id. Although McKenzie apparently deems them important, the mineral leases are not matters of record and we do not consider them.

Similarly, McKenzie's Assignments Nos. 1, 2, 9 and 11 contest evidentiary rulings that were not objected to at trial.

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Cite This Page — Counsel Stack

Bluebook (online)
998 So. 2d 137, 2008 WL 4647542, Counsel Stack Legal Research, https://law.counselstack.com/opinion/osborne-v-mckenzie-lactapp-2008.