State, Department of Transportation & Development v. Berry

609 So. 2d 1100, 1992 La. App. LEXIS 3732, 1992 WL 350813
CourtLouisiana Court of Appeal
DecidedDecember 2, 1992
DocketNos. 24,248-CA, 24,249-CA
StatusPublished
Cited by2 cases

This text of 609 So. 2d 1100 (State, Department of Transportation & Development v. Berry) 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
State, Department of Transportation & Development v. Berry, 609 So. 2d 1100, 1992 La. App. LEXIS 3732, 1992 WL 350813 (La. Ct. App. 1992).

Opinion

MARVIN, Chief Judge.

In these consolidated appeals arising out of the State’s expropriation for highway purposes in 1983 of an 18-acre strip of land which had been abandoned as a railroad right-of-way, the private litigants dispute between themselves who is entitled to the compensation owed by the State DOTD for the taking.

We apply the law in effect in 1933 and determine that a contract between the ancestors of the litigants in that year was not “a mandate coupled with an interest” that survived the death of the mandatary in 1950. CC Art. 3027.

We reverse and render judgment for the heirs of the principals to the 1933 contract.

PREFACE

The principals to the 1933 mandate were the widow and daughters of Edward Wis-ner, who died in 1915. They were not aware that Edward Wisner was the record owner of an 18-acre strip of land in Franklin Parish that was a part of the railroad’s right-of-way.

In the 1933 mandate the Wisners agreed to transfer to C.W. Berry, Sr., a Franklin Parish title abstractor, “or his order or assignee,” an undivided one-half interest in any “lands or benefits therefrom” in the event that Berry recovered land belonging to the Wisners in Franklin Parish. The parties agreed that the contract “is to continue in force as to the heirs or assigns of any party thereto regardless of the death of any party to the contract.” All parties to the 1933 contract died before the 1983 taking. Berry, the mandatary, died in 1950.

[1102]*1102Berry’s heirs learned of the 1933 contract in 1990 and asserted their rights under the mandate in the State’s expropriation actions, relying on Montgomery v. Foreman, 410 So.2d 1160 (La.App.3d Cir.1982). The heirs of the Wisners contested the assertions of the Berry heirs by contending that the 1933 contract was a contract of mandate which terminated upon the death of the parties, notwithstanding the heritability clause in the contract. They relied on CC Art. 3027 and Marchand v. Gulf Refining Co. of Louisiana, 187 La. 1002, 175 So. 647 (1937).

The trial court found that the contract was a “mandate coupled with an interest” in the property, excluding it from the rule of Art. 3027 which provides that a contract of mandate terminates upon the death of the principal or the agent. Montgomery, supra.

The trial court noted that Montgomery broadened the prior jurisprudential definition of a mandate coupled with an interest, in the respects we mention hereafter, and found that the 1933 contract was within Montgomery’s broadened definition of a mandate coupled with an interest.

The Wisner heirs appealed, contending that the 1933 contract is not a mandate coupled with an interest under Montgomery.

The law requires that the 1933 contract be interpreted under the law in effect in 1933, notwithstanding that the expropriations, which provoked the dispute over the contract, occurred in 1983, after Montgomery was decided in 1982. LSA-Const. Art. 1, § 23; Block v. Reliance Ins. Co., 433 So.2d 1040 (La.1983); Yamaha Motor Corp. v. Bonfanti Industries, 589 So.2d 575 (La.App. 1st Cir.1991). See also Succession of Lambert, 210 La. 636, 28 So.2d 1, 9 (La.1946).

THE LAW

Montgomery, in 1982, effectively broadened or “changed the law” with respect to the definition of a mandate coupled with an interest. Before Montgomery, the law required that a mandatary acquire a property or security interest in the land at the same time he acquired the authority to act on behalf of his principal in order to have a mandate coupled with an interest.

The 1933 contract does not constitute a mandate coupled with an interest under the pre-Montgomery law. Louque v. Dejan, 129 La. 519, 56 So. 427 (1911); Fowler v. Phillips, 159 La. 668, 106 So. 26 (1925); Succession of Toombs, 167 La. 21, 118 So. 488 (1928); Marchand v. Gulf Refining Co. of Louisiana, supra (La.1937); Eduardo Fernandez y Compania v. Longino & Collins, 199 La. 343, 6 So.2d 137 (1942); Robinson v. Hunt, 211 La. 1019, 31 So.2d 197 (1946); Bown v. Holland, 392 So.2d 726 (La.App. 3d Cir.1980).

We shall further discuss the above cited cases following this summary of the procedural posture and of the facts in the record.

FACTS

The land taken was used as a railroad right-of-way from 1890 until the tracks were removed and the right-of-way was abandoned by the railroad shortly before DOTD brought its quick-taking actions in 1983.

The record owner of 18 acres of the right-of-way, Edward Wisner, died in 1915. His widow and children died before 1983. In 1991, his grandchildren, Jane Peneguy Cook and others (“the Wisner heirs”), filed an answer to DOTD’s action (DOTD v. Cook), claiming ownership of the tract expropriated. In October 1990, the heirs of C.W. Berry, Sr. filed an answer in DOTD v. Berry, asserting that the Wisner heirs owned the property and that the Berry heirs were entitled to one-half of the expropriation proceeds under the 1933 contract.

The Berry heirs asserted the same claims in DOTD v. Cook by intervening against the State and the Wisner heirs. The controverted claims in the two suits were consolidated for trial.

THE 1933 CONTRACT

Edward Wisner owned considerable properties in Orleans Parish when he died in 1915. His widow and heirs believed that he [1103]*1103may have owned land in other parishes. In 1933, they signed the contract with Berry which provided in part:

[The Wisners] declare that they are the sole and only heirs at law of Edward Wisner, deceased, and it seems that certain tracts of land in the Parish of Franklin belong or should belong to Edward Wisner.
[The Wisners] agree that for and in consideration of the agreement of [Berry] to efficiently do all things to the recovery of said lands for [the Wisners], that upon the recovery of said lands and all benefits therefrom, [the Wisners] will transfer to [Berry] or to his order or assignee an undivided one-half interest in any lands or benefits therefrom recovered as a result of the efforts of [Berry],
[The Wisners] hereby give to [Berry] an expressed power of attorney to file any suit in their name and stead which might be necessary toward carrying out this agreement and to hire any attorney or attorneys which he might deem necessary in said suit, the attorneys fees to be paid by [Berry].
[Berry] hereby agrees to pay all court costs and attorneys fees except taxes, which might be necessary to carry out this contract ... Each party shall bear one-half of the taxes on said property....
The parties agree that this contract is to continue in force as to the heirs or assigns of any party thereto regardless of the death of any party to the contract.

The contract was recorded in Franklin Parish in 1936. Berry did not “recover” any land for the Wisners before he died in 1950. The record does not show whether or not Berry knew that the 18-acre strip used as a railroad right-of-way during his lifetime was owned by Edward Wisner. The record does not show whether Berry performed any services under the mandate. Wisner apparently owned no other land in Franklin Parish when he died in 1915.

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Bluebook (online)
609 So. 2d 1100, 1992 La. App. LEXIS 3732, 1992 WL 350813, Counsel Stack Legal Research, https://law.counselstack.com/opinion/state-department-of-transportation-development-v-berry-lactapp-1992.