Shirey v. Campbell

151 So. 2d 557
CourtLouisiana Court of Appeal
DecidedFebruary 7, 1963
Docket9876
StatusPublished
Cited by34 cases

This text of 151 So. 2d 557 (Shirey v. Campbell) 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
Shirey v. Campbell, 151 So. 2d 557 (La. Ct. App. 1963).

Opinion

151 So.2d 557 (1963)

H. A. SHIREY et al., Plaintiffs-Appellants,
v.
Sherwood Dean CAMPBELL, Defendant-Appellee.

No. 9876.

Court of Appeal of Louisiana, Second Circuit.

February 7, 1963.
Rehearing Denied April 1, 1963.

*558 Campbell, Campbell & Marvin, Minden, Jackson & Reynolds, Homer, for H. A. Shirey, Mrs. Pearl Mae Shirey Wells, and *559 Mrs. Ethel Lee Shirey Clower, plaintiffs-appellants.

Shaw & Shaw, Homer, for appellee.

Before HARDY, AYRES and BOLIN, JJ.

AYRES, Judge.

This is an action wherein plaintiffs, three in number, the children and sole heirs of Mrs. Rosida Shirey Branch, deceased, seek to recover of the defendant, Sherwood Dean Campbell, the grandson and only heir of J. D. Branch, deceased, the value of the one-half of the community estate of their mother in the community of acquets and gains formerly existing between their mother and the said J. D. Branch.

Plaintiffs' mother, Rosida Rainach, was first married to Walter L. Shirey. Plaintiffs are the children of that marriage. After their father's death, in 1911, their mother, on June 28, 1913, married J. D. Branch. There were no children of that marriage. Mrs. Branch died intestate on March 19, 1955, leaving, as her sole and only heirs, petitioners herein. J. D. Branch also died intestate on February 25, 1960, leaving, as his sole and only heir, the defendant herein. Following Mrs. Branch's death, plaintiffs accepted her succession; defendant likewise accepted his grandfather's succession purely, simply, and unconditionally.

Plaintiffs allege that, at the death of their mother, the community estate between her and the said J. D. Branch consisted of deposits in bank accounts aggregating $11,858.56; and of livestock (cattle, horses, and hogs), household goods, and farming equipment to the value of $4,779.00. In addition, plaintiffs contend that the purchase price of a tract of 100 acres of land was paid with community funds, and, hence, there is due plaintiffs, succeeding to their mother's interest in the community estate, the sum of $600.00 representing the one-half of the purchase price of the property. As to this item, however, plaintiffs' demands were later voluntarily dismissed.

To plaintiffs' action, a plea of lis pendens was interposed by the defendant because of the alleged pendency of another action upon the same cause and between the same parties in the Second Judicial District Court for Claiborne Parish. This exception was overruled, after which exceptions of no cause and of no right of action and a plea of laches and estoppel were filed. These exceptions and pleas were referred to the merits. Following trial, defendant filed a plea of res judicata. This plea was overruled, but defendant's plea of laches and estoppel was sustained. From a judgment thus dismissing their suit, plaintiffs appealed. By answer, defendant has brought up for consideration all the aforesaid pleas and exceptions.

This appeal presents primarily for resolution defendant's pleas of laches and estoppel and of res judicata. The plea of lis pendens and exceptions of no cause and of no right of action have apparently been abandoned. At any rate, they are without merit.

First for consideration is the plea of laches and estoppel. This plea is predicated upon the premise that plaintiffs permitted Branch to remain in possession of the estate during his lifetime; that they did not institute suit or take action until after his death; that Branch might have been able to establish there was no justice to plaintiffs' claims, which proof defendant asserts was not available to him because of Branch's death.

Equitable estoppel is the effect of the voluntary conduct of a person whereby he is barred and precluded, both at law and in equity, from asserting rights against another person relying on such conduct; and it arises where a person, by his acts, representations or admissions, or even by his silence when it is his duty to speak, intentionally or through culpable negligence, induces another to believe that certain facts exist and the other person rightfully relies and acts upon such belief and will be prejudiced if the former is permitted to *560 deny the existence or the truth of such facts. Public policy and good faith are the bases of the doctrine, the purpose of which is to afford protection against injustice by denying to a person the right to repudiate his acts, admissions, or representations which have been relied upon by the person to whom they were directed and whose conduct they were intended to and did influence.

The doctrine, however, should not be accorded inequitable application. Intent is an essential element of equitable estoppel. Thus, it is essential to equitable estoppel that the matters claimed to create it were intended to lead the other party to act thereon or that there were reasonable grounds to anticipate that he would so act. The doctrine, however, has no application unless the person invoking it relied, and had a right to rely, upon the representation or conduct of the person, or persons, sought to be estoppel. Hence, there is no compliance with this rule requiring reliance upon representations, express or implied, as an element of estoppel where the person pleading the estoppel had actual knowledge or ready or convenient means of acquiring knowledge of the facts concerning which the representations were made. 31 C.J.S. Estoppel §§ 59-71, pp. 236-273.

As defined in Triangle Oil Co. v. City of New Orleans, La.App.Orleans, 1942, 5 So.2d 558, 561,

"Laches in a general sense is the neglect, for an unreasonable and unexplained length of time, under circumstances permitting diligence, to do what in law should have been done. More specifically, it is inexcusable delay in asserting a right; an implied waiver arising from knowledge of existing conditions and an acquiescence in them; * * *; such delay in enforcing one's rights as works disadvantage to another."
"In constituting a defense, the doctrine of lack of vigilance is based on, and in part resides in, the injury which might be occasioned, the injustice that might result from the enforcement of long neglected rights, the difficulty and in many instances the impossibility, of ascertaining the truth of matters in controversy and doing justice between the parties, and in part on grounds of public policy, its aim being the discouragement, for the peace and repose of society, of stale and antiquated demands. It is equally well recognized, however, that the doctrine cannot be invoked to defeat justice and will be applied only where the enforcement of the right asserted would work injustice.
"There is no absolute rule as to what constitutes laches or staleness of demand, and each case must rest upon its own peculiar circumstances. It must be conceded that laches is not, like fixed periods of prescription, a mere matter of time. It resolves itself, rather, into principally a question of the inequity of permitting the claim to be enforced, an inequity which takes into consideration some intermediate change in conditions. * * *"

The general rule, however, is that estoppels are not favored. Whenever estoppel is pleaded as an element of a cause of action, it must be pleaded specifically, and the burden of establishing the facts upon which the plea is predicated, as well as affirmatively showing that the pleader was misled and forced to act to his prejudice, rests upon the party invoking the doctrine. Harvey v. Richard, 200 La. 97, 7 So.2d 674, 677; Hebert v. Champagne, 144 La. 659, 81 So. 217; Thomas v. Blair, 111 La.

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Bluebook (online)
151 So. 2d 557, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shirey-v-campbell-lactapp-1963.