St. Mary Bank & Trust Co. v. Daigle

55 So. 345, 128 La. 758, 1911 La. LEXIS 632
CourtSupreme Court of Louisiana
DecidedApril 24, 1911
DocketNo. 18,676
StatusPublished
Cited by12 cases

This text of 55 So. 345 (St. Mary Bank & Trust Co. v. Daigle) is published on Counsel Stack Legal Research, covering Supreme Court of Louisiana primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
St. Mary Bank & Trust Co. v. Daigle, 55 So. 345, 128 La. 758, 1911 La. LEXIS 632 (La. 1911).

Opinion

SOMMERYILLE, J.

Plaintiff caused ex-ecutory process to issue on a mortgage and note for $2,500, of date March 2, 1906, and it caused to be seized the Patagonia plantation, containing 560 acres, belonging to defendant.

Defendant, by petition, claims a homestead of 160 acres, and describes that homestead in his petition. He asks that the homestead be ordered to be sold separately from the other portion or portions of land, and that, if the offer is for $2,000 or less, he be permitted to retain same, and, if, it sells for more than $2,000, that the sheriff pay over to him the net sum of $2,000.

Plaintiff in an answer alleges that defendant did not have a homestead at the time-of the execution of the mortgage; that, if defendant had ever had' a homestead on Patagonia plantation, he had abandoned same, by leasing the entire plantation to another-for a year, with the privilege of renewal for a second year, and by defendant, with his family, removing a distance of some 40 miles, where they resided.

There was judgment in favor of the plaintiff, declaring defendant to have abandoned his homestead; and defendant has appealed.

[1] The judge a quo in his reasons for judgment appears to have founded the alleged abandonment upon the fact that defendant had “leased his plantation for one year with the privilege of ten more; and had mortgaged the property, and moved to Calumet, to get a living for himself and his children. In other words [says the judge a quo] he-abandoned to another all of the objects and purposes of a homestead — that of residence,, and a place of making a living, to seek another home and another place for making a living for his wife and children, probably for a period of 11 years. * * * Daiglehad no homestead after the right of residence and of making a living on the place had been granted to another by a lease of the property.”

The record shows Daigle, the defendant,, to be ignorant and unable to sign his name. He testifies that the lease was verbal, and that he leased for one year, with the right, of renewal for another year, and not for ten years. He is contradicted by his lessee; but the latter does not testify as to terms, etc., and he is not sustained by his actions. He, the lessee, left the plantation within 18 months on a simple notice to Daigle to come- and take his place, which the latter did immediately.

Witnesses testify the value of the plantation to be $4,000 or more, and it is not reasonable to suppose that defendant would have-[761]*761rented it for $200 per annum for a long-term. Besides, defendant ¡eft some of his furniture in the house, and requested the lessee or his wife to keep it for him. We find that the lease was for one year, with the privilege of renewal for one year, as alleged by plaintiff in its answer to defendant’s petition for a separate offer and sale of the homestead.

[3] The leasing of the homestead to another for a limited time is not of itself sufficient proof of the abandonment of the homestead.

March 2, 1906, when the act of mortgage was executed, defendant and his family were actually occupying the house on the plantation as a home. The mortgagee could not have expected defendant to have waived or abandoned his homestead, or he would have had him fill out and sign the “special waiver of homestead” printed on the act of mortgage. This the defendant did not do. [2] Waiver of homestead rights will not be presumed. The intention to waive or abandon them must be made to appear clearly, when they are not made in writing.

Daigle proved that he, with his dependent family, were occupying the place seized as a residence at the time of the execution of the mortgage, and at the time it was seized under executory process. His title deed and the allegations in the plaintiff’s petition show him to be the bona fide owner of the land; and he is asking permission to show that the property claimed by him as a homestead is not worth more than $2,000; and, in the event that it sells for more than that sum, that the sheriff pay him $2,000 net out of the proceeds of sale, in lieu of the homestead. He has met all of the requirements mentioned in Hayden v. Slaughter, 8 South. 919, 43 La. Ann. 388.

[5] Plaintiff alleges that Daigle abandoned the homestead. “The burden is on a party alleging that premises once occupied as a homestead had lost their character as such by showing their abandonment.” Jones v. Kepford (Wyo.) 100 Pac. 923. Plaintiff has not discharged this burden. It has not proved that Daigle abandoned his homestead.

The object or purpose of the law in granting a homestead to every head of a family is to give him a home in which he may reside with his family, and to preserve it for him so that he will not become a charge upon the state. The exemption attaches to his residence only. For the purpose of this law the debtor can have one residence, one home. As long as a certain place is his home, this is his homestead. Now, this homestead can be lost only through some act of his own. He can waive it, or he can forfeit it through an abandonment. But, whether he waives it by actually signing his rights away or abandons it by removal, his act causes the forfeiture, and must be performed by him alone. [4] This leads to the principle underlying the waiver or abandonment of a homestead — the intent to abandon. The American and English Encyclopedia of Law, p. 643, says:

_ “The fact of abandonment is largely a question of intention, to be determined from all the circumstances. The intention to return must be formed at the time of the removal from the premises in order to preserve and continue the homestead exemption.”
21 Oye. p. 603, says:
“Abandonment of a homestead is almost entirely a question of intent, and does not, therefore, depend upon the homesteader’s doing or not doing particular acts.”

And in Lyons v. Andry, 106 La. 359, 31 South. 39, 55 L. R. A. 724, 87 Am. St. Rep. 299, we say:

“It is very generally recognized that, after a party claiming the homestead has actually ‘resided’ upon the property with his family, the fact of a change of the residence to some other place does not of itself per se cause a forfeiture of the homestead right, though that fact may be evidence of an intention to abandon, which, when coupled with others, may establish it.”

See, also, Burch v. Mouton, 37 La. Ann. 725.

[763]*763Am. & Eng. Ency. of Law, p. 642, says:
“Applying this rule, it has been held that there is no abandonment of the homestead exemption if the owner, with a present and continuing intention to return, removes from the premises * * * for the purpose of business.”

Daigle testifies that he and his family left Patagonia plantation temporarily, to live in the house with his major sons, where he obtained work, for the purpose of earning money to support his family, with the expressed and avowed intention of returning to his home. His testimony is sustained in part by his friend, Mr. Lanson, and by his lessee and wife, who testify to the expressed intention of Daigle to return, although Mr. Hebert, the lessee, says also that Daigle told him he might renew the lease for 10 years. There was evidently a misunderstanding on Mr. Hebert’s part.

In Lyons v. Andry, 106 La. 360, 31 South. 40, 55 L. R. A. 724, 87 Am. St. Rep.

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Bluebook (online)
55 So. 345, 128 La. 758, 1911 La. LEXIS 632, Counsel Stack Legal Research, https://law.counselstack.com/opinion/st-mary-bank-trust-co-v-daigle-la-1911.