Ramp v. St. Paul Fire and Marine Insurance Co.

254 So. 2d 79
CourtLouisiana Court of Appeal
DecidedDecember 7, 1971
Docket4363
StatusPublished
Cited by11 cases

This text of 254 So. 2d 79 (Ramp v. St. Paul Fire and Marine Insurance Co.) 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
Ramp v. St. Paul Fire and Marine Insurance Co., 254 So. 2d 79 (La. Ct. App. 1971).

Opinion

254 So.2d 79 (1971)

John J. RAMP, Jr., et al.
v.
ST. PAUL FIRE AND MARINE INSURANCE COMPANY et al.

No. 4363.

Court of Appeal of Louisiana, Fourth Circuit.

October 6, 1971.
Rehearings Denied November 8, 1971.
Writs Granted December 7, 1971.

*80 William F. Wessel, New Orleans, for appellants.

H. Martin Hunley, Jr., of Lemle, Kelleher, Kohlmeyer, Matthews & Schumacher, New Orleans, for defendants-appellees.

Before REGAN, LEMMON and STOULIG, JJ.

LEMMON, Judge.

Plaintiffs, four of the five children of John J. Ramp, employed the defendant attorneys to represent them in connection with their rights and interest in the succession of their father. Alleging that they sustained certain damages because the attorneys negligently handled this representation, plaintiffs sued the attorneys and their professional liability insurer. The trial court dismissed the suit, and plaintiffs appealed.

Plaintiffs' father died on October 10, 1965 and was survived by his third wife, by one child of his first marriage and by four children of his second marriage, the plaintiffs in this case. By will executed eight days before his death, the decedent attempted to give the usufruct of all of his property to the surviving spouse, whom he also named as executrix. Additionally, he bequeathed the disposable portion of his estate to certain named legatees and the forced portion to "all of my children, share and share alike, subject to the usufruct in favor of my wife". (Emphasis supplied)

When the surviving spouse qualified as testamentary executrix of the succession, plaintiffs contacted the law firm of Plotkin, Nelkin and Alvarez regarding their rights in the succession. A suit to annul the will was filed on behalf of plaintiffs, primarily on the grounds of testamentary incapacity. Subsequently, plaintiffs and the executrix entered into a compromise agreement, which, after reciting the facts of the petition of nullity, the answer thereto, and the delays and expense caused by the pending litigation, bound the plaintiffs not only to dismiss the nullity action, but also to accept the succession in accordance with the terms and conditions of the will, and to file no further opposition to the will on any grounds whatsoever. As consideration for executing the compromise, plaintiffs received from the succession the total sum of $1,000.00, from which they paid a $200.00 fee to their attorneys. (The detailed descriptive list estimated the value of decedent's separate property at $57,000.00 and of his share of the community property at almost $24,000.00).

It is the advice to accept the compromise agreement that plaintiffs now primarily assign as negligence on the part of the attorneys.

To complete the history of the succession litigation, the trial court approved the compromise and dismissed the nullity suit. However, when a rule was filed for plaintiffs to show cause why they should not accept the succession in accordance with the will, plaintiffs through a new attorney opposed the rule, urging that the usufruct imposed by the will impinged their legitime, in contravention of LSA-C.C. art. 1493.

*81 The trial court, after hearing evidence on this rule and on other rules involving removal of the executrix, ordered that plaintiffs be placed in possession of their forced portion subject to the usufruct, under the terms of the will and in accordance with the provisions of the compromise, and further ordered that the child of the first marriage (who did not execute the compromise) be placed in possession of her forced portion in full ownership.

On plaintiffs' appeal, this court reversed the judgment of the trial court as to plaintiffs' forced portion being subject to the usufruct. See Succession of Ramp, La. App., 205 So.2d 86. The Supreme Court affirmed the decision of the Court of Appeal on different grounds, holding that the compromise must be reformed in order to effect the real intention of the parties to compromise only the nullity action. See 252 La. 660, 212 So.2d 419. The court viewed the compromise as one by the succession (through the executrix in her representative capacity) of a claim by some of the forced heirs, which therefore was limited to a dismissal of the nullity action, rather than as a compromise between a legatee (the executrix in her individual capacity) and some of the heirs.

While the previous litigation was on appeal, plaintiffs filed the present negligence suit, claiming primarily as damages the loss of their legitime in full ownership, the fee paid to defendants, and the fee of the attorney employed to correct defendants' error. After plaintiffs' rights as forced heirs were recognized on appellate review of the succession proceedings, defendants resisted the present suit on the grounds that (1) there was no negligence and that (2) when the correct legal result was reached and plaintiffs' rights vindicated, any concomitant negligence on the part of the attorney was legally insignificant.

NEGLIGENCE

Plaintiffs originally sought representation after their father's death from Steven R. Plotkin, who, because his practice was restricted to personal injury work, referred them to his then partner, Joseph Nelkin. Because of plaintiffs' poor relationship with their stepmother and the nature of their father's final illness, they felt that the spouse had influenced their father to execute a will to deprive them of their inheritance. Although they had not yet seen the will, they sought advice on how to obtain their rightful shares in the estate.

A second meeting was set up shortly thereafter, at which plaintiffs were to bring additional evidence of their father's condition at the time of execution of the will. In the meantime Nelkin reviewed the will filed in the succession proceeding. At this and perhaps other meetings the testamentary incapacity of the father was discussed, and although no conclusion was reached, Nelkin sought to immediately protect plaintiffs' rights by filing a petition to annul the will based on lack of testamentary capacity.

Nelkin insisted that he was at all times fully aware of plaintiffs' rights as forced heirs, but correctly observed that if the attack on the will proved successful, the attempted usufruct would automatically fall, and plaintiffs (and their half-sister) would be the only heirs to the estate. He therefore planned to proceed in stages, it being necessary to proceed to a second stage of asserting forced heirship only if the first attack on the will failed. He further insisted that he informed his clients of his plans to handle the attack on a "one step at a time" basis, although he readily admits that he never specifically informed them of their rights as forced heirs, although he did attempt to explain "usufruct" in response to questions.

After Nelkin interviewed the attending physician and participated in depositions of his clients taken by the attorney for the succession, he became convinced that the pending attack on the will had little chance of success. At a meeting following the depositions held to discuss a lease of succession property, the succession attorney *82 suggested the possibility of a compromise. Nelkin discussed the proposed settlement with his clients, but now insists that he only meant to settle the pending nullity suit, although the clients insist that they understood at all times that they were compromising all of their rights.[1] Again the issue of forced heirship was never raised.

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Bluebook (online)
254 So. 2d 79, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ramp-v-st-paul-fire-and-marine-insurance-co-lactapp-1971.