Richard v. Richard

762 So. 2d 271, 2000 WL 694246
CourtLouisiana Court of Appeal
DecidedJuly 12, 2000
Docket00-CA-08
StatusPublished
Cited by4 cases

This text of 762 So. 2d 271 (Richard v. Richard) 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
Richard v. Richard, 762 So. 2d 271, 2000 WL 694246 (La. Ct. App. 2000).

Opinion

762 So.2d 271 (2000)

Austin J. RICHARD
v.
Peggy Lamb RICHARD.

No. 00-CA-08.

Court of Appeal of Louisiana, Fifth Circuit.

May 30, 2000.
Opinion Granting Rehearing July 12, 2000.

*272 James G. Derbes, New Orleans, Louisiana, Counsel for Defendant-Appellee.

Joel Levy, Marrero, Louisiana, Counsel for Plaintiff-Appellant.

Court Composed of Judges JAMES L. CANNELLA and CLARENCE E. McMANUS, and THOMAS C. WICKER, Jr., Judge Pro Tempore.

McMANUS, Judge.

In this matter we are asked to decide whether a spouse who resides in the family home pending partition of the community owes rent to the non-occupying spouse though neither use and occupancy nor rental payments have ever been included in any court order pending the partition. Appellant spouse is Peggy Richard, who was ordered to pay Appellee spouse, Austin Richard, the rent which he claims accrued during the period of time she occupied the family residence pending the parties' property settlement. However, because there was neither consent nor a timely order for such payments, we must vacate and reverse the belated— "retroactive"—order fixing rent as an item in the parties' community property judgment.

STATEMENT OF THE CASE

The instant matter originated with a petition for divorce filed by Austin on November 17th, 1989. Peggy answered the petition and filed a reconventional demand. Peggy's answer included a request for use and occupancy of the family home, and an order signed November 27th, 1989, set this matter, among several others, for hearing on March 20th, 1990. Austin answered the reconventional demand, and in his answer, stated that he had "no objection" to Peggy's use and occupancy of the home, as long as she was ordered to pay expenses related thereto. The hearing on the incidental matters did not take place, however, and a final Judgment of Divorce was signed May 1st, 1990. Though this judgment did address some matters incidental to the divorce, it did not include an order awarding Peggy the use and occupancy of the residence or otherwise disposing of its possession pending a property settlement between the couple.

A petition for judicial partition of community property was filed by Peggy in October of 1992. Austin's petition for partition was filed in March of 1993; attached to the petition was a sworn descriptive list which included the family home among the assets. Peggy filed an answer to Austin's petition in April of 1993, and attached to the answer her sworn descriptive list. On May 14th, 1993, Austin filed a Supplemental Petition for Settlement of the Community which included, for the first time, a demand for his share of the fair market rental value of the home for the months during which it had been occupied by Peggy, or, from the date of the original petition for divorce. Peggy filed an amended descriptive list in August of 1995.

Austin had not, at any time prior to the above date, asked that use and occupancy of the home be awarded to him or that he be awarded rental payments from Peggy pending the property settlement. Nor had Austin asked that his right to rent be "reserved," or that the rent payments be *273 used to set off mortgage payments owed by him to Peggy.

The matter was eventually set for trial before a special master, and though the findings of the special master are not in the record, Austin filed an objection to the report in July of 1998, citing as error, among several others, the master's refusal to award his claim for rental reimbursement.

Peggy filed a second amended descriptive list in September of 1998, and though there is no minute entry or order in the record fixing a date for such, a pre-trial conference was held on August 31st, 1998, setting the case for trial and limiting the scope of the trial to the issue of rental reimbursement due Austin.

The trial was held March 1st, 1999; the only testimony produced was relative to the rental value of the family home. At the conclusion of trial, the judge reserved ruling on the matter until a later date, or until he had reviewed memoranda submitted by the parties on the rental issue. On March 29th, 1999, the trial judge made an oral ruling granting Austin reimbursement for the rental value of the family home from the "date of the request" for such payments through September of 1998. The judgment, disposing of all community debts and assets, was signed July 22nd, 1999; the judgment specifically awarded Austin "One-half (½) rental value of residence from May 14, 1993 through September 1998 at $400.00 per month (Total 65 months @ $400.00 = $26,000.00)," or, $13,000.00.

Peggy's motion for appeal was filed on September 1st, 1999.

Peggy raises as error on appeal:

1. the trial court erred by granting Mr. Richard's claim for reimbursement for the rental value of the home;
2. the trial court's amount of rental assessment is contrary to the evidence.

FACTS

The facts underlying the issues raised in this appeal are not complicated. Though there was no testimony to indicate as much, pleadings do state that Peggy had occupied the former matrimonial domicile from the time the parties had originally physically separated.

Testimony regarding the rental value of the home was provided by each party. Annie Shugart, Austin's witness, who was not accepted as a real estate appraiser, was nevertheless allowed to testify to her own experience in sales or rental contracts for homes in the immediate neighborhood of the Richards' former family residence. Shugart testified that she had listed and sold, and rented, houses comparable to the Richards' in the neighborhood. She testified that though there were houses in the neighborhood renting for as high as $800.00 per month, necessary, and undone, repairs to the Richards' home would prevent them from getting such a high figure. Shugart testified that the Richards could possibly, if the house were "spruced up," get $600.00 per month.

Creshia Reynon, Peggy's witness, was accepted as a real estate appraiser, and testified that she had appraised the Richards' house. As Shugart had done, Reynon described fairly serious wear and tear evident in the residence but also indicated that there might be more than cosmetic problems with the house. She testified that the house had possibly suffered structural damage as it settled and that there was possible termite infestation. Reynon testified that the house could rent, "as is," for $300.00.

Regarding Peggy's use and occupancy of the house, the trial judge, in issuing his oral ruling, made the following finding: "[b]ased upon what took place, I believe that it was implied that [Peggy] was awarded use and occupancy" of the home pending the parties' property settlement.

In fixing the amount of rent per month, the trial judge compromised between the *274 "high end" and the "low end," and set the figure at $400.00 per month.

ASSIGNMENT OF ERROR NUMBER ONE

As her first assignment of error, Peggy argues that the trial judge was in error in awarding rent "retroactively" in Austin's favor since no award was made contemporaneously with the original arrangement regarding her use and occupancy of the family residence. Peggy argues that the recent Supreme Court ruling on this issue precludes an award of rent to a non-occupying spouse unless the award is fixed at the time use and occupancy is determined. McCarroll v. McCarroll, 96-2700 (La.10/21/97), 701 So.2d 1280.

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Cite This Page — Counsel Stack

Bluebook (online)
762 So. 2d 271, 2000 WL 694246, Counsel Stack Legal Research, https://law.counselstack.com/opinion/richard-v-richard-lactapp-2000.