Rachal v. Rachal

47 So. 3d 71, 10 La.App. 3 Cir. 170, 2010 La. App. LEXIS 1336, 2010 WL 3893886
CourtLouisiana Court of Appeal
DecidedOctober 6, 2010
Docket10-170
StatusPublished

This text of 47 So. 3d 71 (Rachal v. Rachal) 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
Rachal v. Rachal, 47 So. 3d 71, 10 La.App. 3 Cir. 170, 2010 La. App. LEXIS 1336, 2010 WL 3893886 (La. Ct. App. 2010).

Opinion

DAVID E. CHATELAIN, * Judge.

|, This litigation is between the plaintiffs, spouses Henry Daniel Rachal (Dan) and Sharon Tyler Rachal (Sharon), and the defendant, Valrie Brasher Rachal (Valrie), the widow of Dan’s father, Henry Audry Rachal (Henry Sr.). Valrie appeals from a judgment determining the ownership of various movable property; ordering her to return to the family home certain movable property; ordering her to refrain from removing or encumbering any of the remaining movables from the family property; ordering her to allow the plaintiffs access to the family home for a physical inspection of the home and an inventory of its contents; and granting the plaintiffs free access to the family property, without interference from her, during the pen-dency of these proceedings. For the following reasons, we reverse in part, affirm in part, and remand.

FACTS AND PROCEDURAL HISTORY

Henry Sr. and Valrie were married in 1974. Henry Sr. executed a cash sale deed 1 on May 3, 2000, in favor of Dan and Sharon conveying a tract of land and a home (the family home) 2 located in Natch-itoches Parish, Louisiana, for consideration of $4,000, reserving for himself and Valrie a lifetime usufruct. The deed provided that the usufruct would terminate upon the death of the last survivor of either Henry Sr. or Valrie. Henry Sr. died on May 4, 2004.

The plaintiffs filed this suit on July 18, 2008, seeking a preliminary injunction, and later a permanent injunction, ordering Val-rie to return all movables that she had allegedly removed from the property and to prevent her from removing any additional |amovables from the property. They *73 sought termination of Valrie s usufruct, alleging that she had “abused the enjoyment of the usufruct by neglecting the maintenance and ordinary repairs of the immovable property” and that she had failed to provide them with proof of insurance coverage for the property, in violation of the provisions of the cash sale deed and contrary to various Louisiana Civil Code articles. The plaintiffs further requested that Valrie be ordered to make all necessary ordinary repairs to the property, including the home and buildings thereon, and to restore it to the condition that it was in at the time the plaintiffs purchased the property. 3

Valrie responded to the petition by filing exceptions of improper cumulation of actions, lack of procedural capacity, vagueness or ambiguity, and nonjoinder of indispensable parties. The plaintiffs opposed the exceptions. Following a hearing, the trial court granted the exception of improper cumulation of actions and ordered separate trials of plaintiffs’ two claims, “one to address the summary proceeding regarding the injunction as to the movable property and the other to address the ordinary proceeding to terminate the usu-fruct of the immovable property.”

The ground for the exception of lack of procedural capacity was that the plaintiffs had not specified the basis of their right to bring an action regarding the movables referred to in the petition. The trial court declined to rule on the exception, noting that the parties had addressed the ownership of the movables in their memoranda, not their pleadings.

The basis of Valrie’s exception of vagueness or ambiguity was that the petition failed to identify the children and/or heirs of Henry Sr. and that plaintiffs failed to ^specify their alleged ownership interest in the movables and how they obtained that interest. The trial court granted the exception but on different grounds than those Valrie argued. The trial court found that the petition was vague concerning the movable property at issue, pointing out that there were discrepancies between the items listed in the petition itself, in Exhibit C attached thereto, and in the order accompanying the petition. The trial court reiterated that, as written, the petition failed to allege the ownership of the movables at issue, thus preventing Valrie from properly responding to the pleading. The trial court rejected Valrie’s claim that the petition was vague for its failure to list Henry Sr.’s heirs, noting that there were no allegations in the petition alleging that the movable property belonged to the unopened succession of Henry Sr., as suggested in memorandum, or that the movable property was subject to any usufruct.

Valrie’s exception of nonjoinder of indispensable parties was based upon her argument that there may be other co-owners of the movables that needed to be joined for complete and equitable adjudication of the action. The trial court denied the exception based on La.Code Civ.P. art. 642, reasoning that Valrie had failed to address the potential harm that could be suffered by any persons not already joined in the action if the injunction were granted. Noting that the plaintiffs’ request for injunction “merely asks for [Valrie] to cease and desist from removing additional movables and to return all movables that she has taken,” the trial court stated that granting an injunction “appears to be the perfect solution so that all interested parties may determine the actual ownership *74 and value” of the movables at issue. The plaintiffs were given thirty days to amend their petition with regard to the exceptions of lack of procedural capacity and vagueness or ambiguity. A written judgment 14disposing of Valrie’s exceptions was signed on January 28, 2009, along with written reasons for the trial court’s rulings.

The plaintiffs filed a first amending and supplemental petition on February 26, 2009. Therein, they alleged that, prior to his death, Henry Sr. had “verbally” given Dan certain movable property before and after his (Henry Sr.’s) marriage to Valrie, which the plaintiffs listed in Amended Exhibit C. In addition, the plaintiffs listed several movables that they had jointly purchased and which had been stored on the property but were no longer there. Alternatively, the plaintiffs alleged that Dan was a legal heir of his father who would be entitled to one-sixth of one-half of the community movable property that his father owned even had his father not given him any specific movable property prior to his death.

The trial court revisited Valrie’s exception of lack of procedural capacity as to the movable property after the amendment of plaintiffs’ petition. In a judgment and written reasons signed on April 20, 2009, the trial court denied the exception, finding that as a result of the amendment, the petition now clearly identified the movable property at issue and the nature of the plaintiffs’ alleged rights of ownership of that property, thus clearly demonstrating the plaintiffs’ procedural capacity to proceed. The judgment contained a provision resetting the previously continued hearing on the plaintiffs’ request for preliminary injunction to June 28, 2009.

The injunction hearing took place as scheduled. Both Dan and Sharon testified, following which the plaintiffs rested. Valrie also testified, as did her daughter, Bonnie Perkins. After the defendant rested, the trial court asked: “Okay[,] the purpose of our hearing today is ...

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Bluebook (online)
47 So. 3d 71, 10 La.App. 3 Cir. 170, 2010 La. App. LEXIS 1336, 2010 WL 3893886, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rachal-v-rachal-lactapp-2010.