Robinson v. Nunly

69 So. 3d 631, 2011 La. App. LEXIS 736, 2011 WL 2300232
CourtLouisiana Court of Appeal
DecidedJune 10, 2011
DocketNo. 46,053-CA
StatusPublished
Cited by2 cases

This text of 69 So. 3d 631 (Robinson v. Nunly) 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
Robinson v. Nunly, 69 So. 3d 631, 2011 La. App. LEXIS 736, 2011 WL 2300232 (La. Ct. App. 2011).

Opinions

BROWN, Chief Judge.

| plaintiffs, Otis Robinson, Jr., and the Succession of Willie Mae Terrell Jeter, filed this action to annul the private sale of succession property executed between defendants, Inez Nunly, as administratrix of the Succession of Joanna Bias, and Isaac Dwayne Morris and Annette Hausey Morris, the purchasers of the property, a 250-acre tract in Bienville Parish, Louisiana. The trial court granted a peremptory exception of no cause of action filed by Nunly and dismissed plaintiffs’ lawsuit. Plaintiffs appealed. Defendants answered the appeal asserting that, should the judgment of the trial court be reversed, then the trial court’s denial of their exceptions of lis pendens, res judicata, and prescription should also be reversed. In addition, the Morrises filed in this court an exception of no cause of action. We reverse in part the granting of Nunly’s exception of no cause of action, deny in part Morrises’ exception of no cause of action, affirm the denial of defendants’ exceptions of lis pendens, res judicata and prescription, and remand for further proceedings to include the amending of the petition.

Discussion

The Parties

Joanna Bias died intestate on March 12, 1946. She was survived by five children from her (first) marriage to Adolphus Terrell. One child, Monroe Terrell, died without issue. The other four children, Earnest Terrell, A.B. Terrell, Willie Mae Terrell Jeter and Cora Terrell Munson, all Lof whom are deceased, left descendants.1 [634]*634Joanna Bias’s second husband was Lacy Bias- No children were born of this marriage.2

Plaintiffs are Otis Robinson, Jr. (“Robinson”), and the Succession of Willie Mae Terrell Jeter. Robinson is a resident of California and the sole heir of Cora Terrell Munson’s one-fourth share of the estate. The Succession of Willie Mae Terrell Jet-er, through its co-executrixes, Reassie McDowell and Regina McDowell (“The McDowells”), who live in Illinois and Nevada respectively, also has a one-fourth interest in the estate.3

Defendants are the Succession of Joanna Bias through Inez Nunly, its administra-trix, and Isaac Dwayne Morris and Annette Hausey Morris (“the Morrises”), the purchasers of the 250 acres at the private sale.

Proceedings

.On April 28, 2003, over 57 years after Joanna Bias’s death, Nunly opened Mrs. Bias’s succession by filing a petition to appoint herself administratrix. In the petition, Nunly alleged that the succession’s only expenses were attorney fees and court costs pertaining to the succession. With Isaac Morris signing as surety, Nunly posted a bond of $156,250. ^Thereafter, Nunly filed a petition for the private sale of the succession’s only asset, the 250 acre tract. No purchaser was named in this petition but the price was stated to be $125,000 or $500 per acre. Notice of the sale was published in the Bienville Democrat, a local weekly newspaper out of Arcadia, Louisiana. The pleadings allege that nó notice was sent to plaintiffs, nor was an attorney appointed to represent any absentee heirs. Regardless, the district court approved the sale and, on June 18, 2003, Nunly conveyed the 250-acre tract to the Morrises for $500 per acre. In late July, Nunly obtained a court order 'to amend the legal description of the property. This amendment was not published in the local newspaper. In August 2003, the Morrises directed the Bienville Tax Assessor to send them the property tax notices. On May 21, 2004, Nunly filed a petition to approve the final accounting of the succession. At this time, 12 other heirs signed a waiver of notice and consent to the final accounting. At this point in the proceedings, an attorney was appointed to represent Robinson and “all unknown heirs.”

On the tax rolls of Bienville Parish prior to the private sale, the subject property was assessed as follows: (1) an undivided one-fourth interest to Jo Ann Munson, and later to Otis Robinson, Sr.; (2) an undivided one-fourth interest to Willie Mae Jeter c/o Reassie McDowell; and, (3) an undivided one-half interest to the estate of Joanna Bias c/o Inez Nunly. Each year, the tax notices were sent to these parties, and each paid their share of the taxes as listed on the tax roll. Thus, when Robinson did [635]*635not receive a tax notice in December 2003, he contacted the assessor and learned of the sale to the Morrises.

14Plaintiffs filed an opposition to the final accounting on September 10, 2004. On November 29, 2004, while the succession matter was still pending, plaintiffs filed the instant suit to annul the cash sale from Nunly to the Morrises and to recognize Robinson and the heirs of Willie Mae Terrell Jeter each as owners of an undivided one-fourth interest in the property.4

In response defendants filed several exceptions, including vagueness (later withdrawn), lis pendens, res judicata, and prescription. A hearing on the exceptions, held in September 2006, focused on what (if any) notice plaintiffs received. Robinson and Nuniys attorney, James Mixon, testified, and the trial court took the matter under advisement.

Thereafter, in March 2010, Nunly filed an exception of no cause of action. In essence, she argued that plaintiffs’ remedy was to be asserted in the succession proceedings. She also contended that under La. C.C.P. art. 2004(B) (fraud and ill practices), any action in nullity prescribes after one year. The Morrises filed a separate memorandum in support of their exceptions.

Plaintiffs responded by filing over 300 pages of documents, including the depositions of Nunly, Reassie McDowell and a timber agent, Floyd Smith, as well as a sheaf of letters, leases and other documents.

The hearing on the exceptions in April 2010 was limited to argument. The trial court orally denied the exceptions of lis pendens and res judicata because “it may not be the same parties in the same eapacity” in the two suits, and it overruled the exception of prescription since Robinson did not | shave actual knowledge of the judicial sale until after he failed to receive a tax notice in December 2003. However, the trial court granted Nunly’s exception of no cause of action, finding that Robinson obstructed any attempts at actual notice by refusing to give Attorney Mixon any addresses.

The instant appeal was taken by plaintiffs. Defendants answered the appeal asking that the denial of their exceptions of lis pendens, res judicata, and prescription be reversed. Morris also filed an exception of no cause of action in this court.

No Cause of Action

Plaintiffs contend that: (1) they are absentees and had no notice of the private sale and no curator or attorney was appointed to represent them until after the sale was concluded; (2) an administration and sale of the succession’s only asset was unnecessary and constituted deprivation of property without due process; and, (3) any effort to sell the property should have been done contradictorily by a petition to partition by licitation.

The purpose of the exception of no cause of action is not to determine whether the plaintiff will prevail at trial, but is to ascertain if a cause of action exists. “We The People” Paralegal Services, L.L.C. v. Watley, 33,480 (La.App.2d Cir.08/25/00), 766 So.2d 744. The peremptory exception of no cause of action tests the legal sufficiency of the petition by determining whether the law affords a remedy on the facts alleged in the petition.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Cite This Page — Counsel Stack

Bluebook (online)
69 So. 3d 631, 2011 La. App. LEXIS 736, 2011 WL 2300232, Counsel Stack Legal Research, https://law.counselstack.com/opinion/robinson-v-nunly-lactapp-2011.