Owens v. Owens

259 So. 2d 454
CourtLouisiana Court of Appeal
DecidedMarch 27, 1972
Docket3743
StatusPublished
Cited by9 cases

This text of 259 So. 2d 454 (Owens v. Owens) 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
Owens v. Owens, 259 So. 2d 454 (La. Ct. App. 1972).

Opinion

259 So.2d 454 (1972)

Margie Jones OWENS, Plaintiff-Appellee,
v.
Otto M. OWENS, Sr., Defendant-Appellant.

No. 3743.

Court of Appeal of Louisiana, Third Circuit.

March 16, 1972.
Dissenting Opinion March 27, 1972.

*455 Watson, Murchison, Crews & Arthur by William P. Crews, Jr., Natchitoches, for defendant-appellant.

Makar & Whitaker by John Makar, Natchitoches, for plaintiff-appellee.

Before FRUGE, SAVOY and HOOD, JJ.

SAVOY, Judge.

This appeal involves an accounting of properties owned by the litigants at the time the community of acquets and gains previously existing between them was dissolved by a judgment of divorce in the trial court on May 5, 1970. At the time of the parties' marriage on October 8, 1964, *456 plaintiff owned a house on Jefferson Street in Natchitoches, Louisiana, in indivision with her four children of her marriage of William Jones. Defendant brought with him as his separate property into the marriage, $9,000.00 cash, and a 50-acre tract of land which he had owned for some 50 years.

The following occurred during the existence of the community of acquets and gains:

(1) Plaintiff and defendant lived in the home on Jefferson Street and expended community funds to improve same;

(2) On October 26, 1964, Earl Jones, one of plaintiff's children by her marriage to William Jones, deeded his undivided (1/8th) interest in the home to plaintiff without any declaration in the deed that plaintiff was purchasing the interest with her separate and paraphernal funds under her separate control;

(3) On July 3, 1968, defendant deeded his 50-acre tract of land to his brother, Dewitt Owens, who soon thereafter died. Subsequently, on August 23, 1968, Mrs. Jessie Ball and Mrs. Minnie Smith, sisters to both defendant and Dewitt Owens, deeded their interest in the 50-acre tract (which they allegedly acquired by inheritance from Dewitt Owens) to defendant with no recitation that the property was being acquired by defendant with his own separate funds and for his separate estate; and

(4) Defendant transferred the $9,000.00 into a time deposit certificate naming Mr. and Mrs. Otto Owens as the persons entitled to same. Prior to the dissolution of the community, defendant withdrew the funds from the account and allegedly spent same on medical and living expenses.

A trial on the merits resulted in a judgment decreeing that defendant's claim against the plaintiff's separate property for enhancement be denied; that plaintiff was recognized as the owner of an undivided 7/24ths interest in the 50 acres deeded back to defendant; that defendant did not acquire any interest in plaintiff's home by the deed to plaintiff from her son; that the $9,000.00 was the separate property of the defendant; that plaintiff's attorney's fees would be set at $350.00; and, that an automobile belonged to the community. In addition, the trial court specifically set out additional items as community property and separate property, but we are not concerned with them on this appeal.

Defendant appealed contending that: (1) the trial court erred in not allowing defendant to recover one-half of the enhanced value of plaintiff's home when the enhancement occurred through expenditure of community funds; (2) the trial court erred in taking cognizance of an alleged correction deed from plaintiff's son to her which was not included in the record, and thus denying defendant an undivided 1/16th interest in the home on Jefferson Street; and (3) the trial court erred in holding that plaintiff acquired an interest in the 50-acre tract when plaintiff herself filed affidavits showing the transaction to be a simulation rather than an actual sale.

Plaintiff answered the appeal contending that the judgment should be amended to recognize plaintiff as the owner of onehalf of the $9,000.00 deposited into a joint account by defendant. She further contends that the judgment should be amended to delete the automobile from the community, and that her attorney's fees should be increased substantially.

Plaintiff's claim to have the automobile declared to be her separate rather than community property as declared by the trial court must fail. The automobile was purchased during the existence of the community of acquets and gains, was presumed to be community property and was community property in the absence of evidence submitted to overcome the presumption. Neither of the parties on the trial of the case could verify or substantiate many of the numerous transactions present in the checking accounts. A review of the record *457 shows that plaintiff failed to carry the burden of proof imposed upon her.

Counsel for plaintiff contends that the $9,000.00 brought into the second marriage by defendant should be considered community because it was commingled with community funds and because plaintiff earned most of the money used to run the household. We are in accord with the trial court on this item and hold the $9,000.00 to be the separate property of defendant. There is no evidence to show that there was ever any commingling with any community assets, and on the contrary, it appears that the funds never lost their identity. The most that can be said is that defendant placed the money in time deposit certificates in the name of himself and plaintiff. Under Articles 1536 and 1538 of the Civil Code, and the rationale of the case of Basco v. Central Bank & Trust Company, 231 So.2d 425 (La.App. 3 Cir. 1970) and cases therein cited, there was no donation by an act passed before a notary and two witnesses.

The next issue involves the transfer by defendant of his 50-acre tract of land to his brother, and the subsequent transfer of interests in this land to defendant by his two sisters when his brother died soon after the land was placed in the brother's name. On July 3, 1968, defendant executed a cash deed to his brother, Dewitt Owens, for $100.00 and other valuable consideration, wherein he transferred the 50-acre tract which he had owned since 1920. on August 23, 1968, after Dewitt Owens had passed away, defendant's two sisters, Mrs. Jessie Ball and Mrs. Minnie Smith, executed what is styled a cash sale deed to defendant conveying all of their interest in the 50-acre tract for $100.00 ($50.00 to each vendor) and other valuable consideration. Upon the trial of the case plaintiff introduced an affidavit by defendant claiming that the transfer to Dewitt was a simulation for convenience sake with no money being paid, and plaintiff also introduced affidavits by Mrs. Ball and Mrs. Smith showing that defendant paid no consideration to his sisters, and that they executed the alleged deed to defendant to reconvey the property to defendant.

The general rule regarding the purchase of immovable property by a husband during the existence of the community is stated in Hollier v. Fontenot, 216 So.2d 842 (La.App. 3 Cir. 1968), as follows:

"In order to preserve the title in the separate estate of the husband, it is necessary to recite two things in the deed: First, that the price is paid with the separate funds of the husband; and, second, that it is the husband's intention to acquire the property for the benefit of his separate estate, or words to that effect. If the deed does not contain these two recitations, then the property is legally presumed to have fallen into the community of acquets and gains, and this presumption is not rebuttable. * * *." (Citations omitted.)

However, there are exceptions to the double declaration rule.

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Bluebook (online)
259 So. 2d 454, Counsel Stack Legal Research, https://law.counselstack.com/opinion/owens-v-owens-lactapp-1972.