Schoen v. Burns

321 So. 2d 908
CourtLouisiana Court of Appeal
DecidedSeptember 2, 1975
Docket10338, 10339
StatusPublished
Cited by22 cases

This text of 321 So. 2d 908 (Schoen v. Burns) 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
Schoen v. Burns, 321 So. 2d 908 (La. Ct. App. 1975).

Opinion

321 So.2d 908 (1975)

Gladys Burns SCHOEN et al.
v.
Ernest David BURNS.
Ernest David BURNS
v.
SUCCESSION OF Preston Allan BURNS et al.

Nos. 10338, 10339.

Court of Appeal of Louisiana, First Circuit.

September 2, 1975.
Rehearing Denied November 24, 1975.

*909 Louis B. Graham, New Orleans, for defendant-appellant in No. 10338 and plaintiff-appellant in No. 10339.

Maurice J. LeGardeur, Jr., Covington, for plaintiff-appellee in No. 10338 and defendants-appellees in No. 10339.

Before LANDRY, BLANCHE and YELVERTON, JJ.

LANDRY, Judge.

The appeals taken in these consolidated matters by Ernest David Burns (Appellant) present the principal issue of whether an action by a forced heir to annul, for alleged fraud and ill practice, a judgment probating a will which deprives the heir of his legitime, is an action to reduce an excessive donation which prescribes in five years pursuant to LSA-C.C. art. 3542, or whether such a suit is governed by LSA.C.C.P. art. 2004, which allows an action of nullity of judgment for fraud or ill practice within one year of discovery of the fraud or ill practice. Upon motion for summary judgment by Gladys Burns Schoen and Wade H. Burns (Appellees), the trial court concluded Article 3542, above, is controlling. So holding, the trial court dismissed Appellant's action to annul the judgment of possession rendered in the Succession of Preston Allan Burns, Jr. (Appellant's father) (Decedent), for alleged fraud and ill practice. Appellant charges that his existence and whereabouts were intentionally, deliberately, knowingly and willfully concealed from the court by Appellant's paternal aunt, Gladys Burns Schoen, who was placed in possession of Decedent's entire estate as universal legatee pursuant to Decedent's last will and testament. Also on Appellee's motion for summary judgment, the trial court rendered judgment in favor of Appellees in their companion suit against Appellant, decreeing that Appellant's right to reduce the legacy has prescribed, and that Appellant has no right, title or interest in any property belonging to Decedent's estate. We reverse both judgments rendered in these consolidated actions and remand both causes to the trial court for further proceedings.

Appellees' motions for summary judgment were tried below upon the petitions and answers filed in these consolidated actions, and the following documents, records and depositions: (1) The entire record in the Succession of Preston A. Burns, Sr. (father of Decedent); (2) The record of the Succession of Decedent, Preston Allan Burns, Jr.; (3) The marriage certificate showing the marriage of Decedent and Emily T. Commagere on August 24, 1934; (4) The record of the Succession of Mary Jane Edgar Burns, mother of Decedent and paternal grandmother of Appellant; (5) The record in an action by Preston Allan Burns, Jr., filed September 25, 1934, in St. Tammany Parish, seeking nullity of his marriage to Emily T. Commagere on the ground of Decedent's alleged lack of consent; (6) The record of a divorce action instituted by Emily T. Commagere Burns against Decedent in St. Tammany Parish on November 17, 1934, for divorce on grounds of adultery and rendition of judgment therein on November 19, 1934, in favor of Emily T. Commagere Burns, granting her custody of her unborn child; (7) Certified copies of the baptismal and birth certificates of Appellant Ernest David Burns, showing his birth on April 20, 1935, which certificates were filed on January 25, 1947, in the record of the suit wherein Emily T. Commagere Burns obtained a divorce *910 from Decedent; (8) The depositions of Gladys Burns Schoen, Wade H. Burns and Ernest David Burns, and (9) An Act of Sale by Decedent, Gladys Burns Schoen and Wade H. Burns, passed before James T. Burns, Notary, to Covington Bank and Trust Company in Liquidation, wherein Decedent is described as the divorced husband of Emily T. Commagere Burns.

As constituted, the record discloses that Preston Allan Burns, Jr. was born of the marriage between Preston Allan Burns, Sr. and Mary Jane Edgar Burns, of which union Wade H. Burns, Gladys Burns, John A. Burns and Robert M. Burns also were born. The Senior Burns died June 16, 1916, survived by his widow and four children. Mary Jane Edgar Burns and John A. Burns both predeceased Decedent.

Decedent was a life long resident of Covington, St. Tammany Parish. A house painter by trade, Decedent lived in the home of his sister, Gladys Burns Schoen, from the time of Decedent's marriage to Emily T. Commagere in August, 1934, until Decedent's death on July 13, 1953. Decedent's predeceased mother and brother, John A. Burns, also lived in Mrs. Schoen's home until her death on September 24, 1937, and his death in 1943.

Emily T. Commagere was employed as a secretary in Covington, Louisiana, at the time of her marriage to Decedent in August, 1934. The parties never lived together following their marriage. Decedent's action to annul the marriage, brought in September, 1934, was resisted by an exception to the jurisdiction of the St. Tammany Parish Court on the ground that defendant, Emily T. Commagere Burns had resided in Orleans Parish since October, 1933. No further proceedings were had therein.

On November 17, 1934, Emily Commagere Burns filed suit against decedent in St. Tammany Parish for an absolute divorce on the ground of adultery. The petition alleged that plaintiff was a resident of St. Tammany Parish. The petition recites that plaintiff was pregnant at the time the divorce action was filed, and that petitioner's husband, Preston Allan Burns, was father of the child she bore. Mrs. Burns further alleged that she renounced all claim to alimony for herself, and, insofar as the law allowed, relieved her husband of all responsibility for the care and maintenance of the unborn child. Additionally, Mrs. Burns prayed for custody of her child "in its present form and when born". Decedent opposed the divorce action in the form of a general denial. After evidence was taken, judgment was rendered on November 19, 1974, granting Emily T. Commagere Burns an absolute divorce on ground of adultery, and awarding her "permanent care, custody and control of her child, now unborn, and when born". On January 25, 1974, Emily T. Commagere Burns, presently married to Charles S. Malsbury, filed in the divorce proceeding in St. Tammany Parish, a certified copy of a birth certificate showing the birth on April 20, 1935, of Appellant Ernest David Burns, issue of the marriage between Decedent and Emily T. Commagere Burns, said birth certificate having been issued August 9, 1946.

Decedent died July 13, 1953, leaving an olographic will dated July 18, 1949. The testament named Mrs. Schoen as Decedent's sole and universal legatee. On January 22, 1954, Mrs. Schoen presented the will for probate. The petition for probate avers Decedent's death and being survived only by Mrs. Schoen and one brother, Wade H. Burns. Mrs. Schoen further alleged that Decedent left no ascendants or descendants, and that Decedent never adopted any person or persons nor was Decedent adopted by anyone. The petition is supported by affidavits of two persons, and also the unqualified affidavit of Mrs. Schoen that all allegations therein are true and correct. The petition does not mention Decedent's marriage to or the divorce obtained by Emily T. Commagere Burns, neither does it mention possible absent heirs. On January 22, 1954, Decedent's *911 will was probated. On February 9, 1954, judgment was rendered in Decedent's succession proceedings recognizing Mrs.

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Bluebook (online)
321 So. 2d 908, Counsel Stack Legal Research, https://law.counselstack.com/opinion/schoen-v-burns-lactapp-1975.