Stewart v. Ogden

147 So. 3d 1181, 2014 La.App. 4 Cir. 0097, 2014 WL 3954992, 2014 La. App. LEXIS 1978
CourtLouisiana Court of Appeal
DecidedAugust 13, 2014
DocketNo. 2014-CA-0097
StatusPublished

This text of 147 So. 3d 1181 (Stewart v. Ogden) 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
Stewart v. Ogden, 147 So. 3d 1181, 2014 La.App. 4 Cir. 0097, 2014 WL 3954992, 2014 La. App. LEXIS 1978 (La. Ct. App. 2014).

Opinion

EDWIN A. LOMBARD, Judge.

hThe Appellant, Linda Ogden Stewart, seeks review of the September 13, 2013 judgment of partition of the trial court. Finding that the district court committed a legal error in partitioning the property, we reverse and remand.

Lee Etta Bonvillian (“Ms. Bonvillian”) and her husband, Dave Robert Ogden (“Mr. Ogden”) purchased a home located at 2620 Milan Street (“the Property”), in New Orleans. The couple had four children: Robert Ogden (“Robert”), William Louis Ogden (‘William”), Peter Frederick Ogden (“Peter”), and Linda Ogden Stewart (“Ms. Stewart”). Ms. Bonvillian died on October 11, 1965, and her succession was opened on December 22, 1965. Mr. Ogden obtained a usufruct over Ms. Bon-villian’s undivided one-half interest in their community property. Robert, William, Peter and Ms. Stewart acquired an undivided naked ownership interest in their mother’s share of the community property, including the Property, obtaining an overall undivided 12.5% interest each in the Property.

[1182]*1182Ms. Stewart alleges that she remained on the Property as a child, but moved out as an adult. She moved back into the Property in 1991, when her father became ill. Subsequently, her father, Mr. Ogden died testate on February 19,1991. Pursuant to his Last Will and Testament, he granted the entirety of his estate to his 12surviving children: William, Peter, and Ms. Stewart. Robert predeceased his father and left two surviving children, who were excluded from the will of Mr. Ogden. On May 7, 1991, a Judgment of Possession was signed and as a result William, Peter, and Ms. Stewart each obtained an approximate 29% undivided interest in the Property overall, totaling 87.5%. The remaining 12.5% undivided interest in the Property was retained by Robert’s heirs.

After her father passed, Ms. Stewart began making improvements and renovating the Property, allegedly with the agreement of her surviving brothers. Ms. Stewart further alleges that said improvements and renovations were made with her financial resources.

Subsequently, both William and Peter died. William was survived by his three children, William L. Ogden, Jr. (‘William Jr.”), Janelle Ogden-Brown (“Ms. Brown”), and Melanie Ogden-Adams (“Ms. Adams”), all of whom inherited their father’s 29% undivided interest in the Property. Upon Peter’s death, his son, Timba-si Ogden, acquired his 29% interest in the Property by Judgment of Possession from Peter’s succession. Timbasi Ogden later transferred his interest in the Property to Ms. Stewart by Quit Claim deed recorded on April 14, 2010. Additionally, in May 2010, Robert’s heirs individually conveyed their interest in the Property to Ms. Stewart. Thus, by the end of May 2010, Ms. Stewart held an approximate 71% interest in the Property with the remaining interest belonging to William Jr., Ms. Brown and Ms. Adams.

Thereafter, Ms. Stewart filed a Petition for Partition against William, Ms. Brown and Ms. Adams. In her petition, Ms. Stewart sought to purchase the defendants’ interest in the Property and further sought reimbursement and financial assistance for maintenance of the Property. Although, all three defendants were | sserved, only Ms. Brown and Ms. Adams (hereinafter collectively referred to as “the Appellees”) answered the suit.

On the date of the trial, the only party to appear was Ms. Stewart, and as a result, the parties agreed to submit the matter on the briefs to be determined by the trial court. The trial court rendered judgment on September 13, 2013, and therein decreed as follows:

• The Appellees are entitled to 29% ownership interest in the Property;
• Ms. Stewart is entitled to a 71% ownership interest in the Property;
• The parties stipulate to the 2011 appraisal value of the Property in the amount of $225,000.00;
• The Appellees are entitled to 29% of the appraised value of the Property totaling $65,250.00;
• The Appellees are entitled to 29% of the Road Home proceeds received by Ms. Stewart, or $21,091.12; and
• Upon Ms. Stewart’s payment of the foregoing amounts to the Appellees, Ms. Stewart shall be awarded sole possession and ownership of the Property.

Ms. Stewart subsequently filed a motion for new trial, which was denied by the trial court. Thereafter, she timely filed the instant appeal, and raises four (4) assignments of error:

1. The trial court erred by failing to acknowledge and address William Jr.’s interest in the property.
[1183]*11832. The trial court erred by failing to award Ms. Stewart any amount entitled for reimbursements.
3. The trial court erred when it awarded a portion of the Road Home proceeds to the Appellees when the Road Home proceeds have to be utilized to repair the Property Land the value of the Property was thereby increased based on those repairs.
4. The trial court erred when it assessed enjoyment value to the benefit of the Defendants-Appellees, when the record does not reflect any evidence of Defendants-Appellees request or demand for possession or for rental payments.

Standard of Review

“A trial judge is afforded a great deal of latitude in arriving at an equitable distribution of the assets between co-owners.” Slimp v. Sartisky, 11-1677, p. 21 (La-App. 4 Cir. 9/17/12), 100 So.3d 901, 916, amended on reh’g in part (Oct. 11, 2012), writ denied, 12-2430 (La.1/11/13), 107 So.3d 616. The allocation or assigning of assets and liabilities in the partition of property is reviewed under the abuse of discretion standard. Id. (citing Legaux-Barrow v. Barrow, 08-530, p. 5 (La.App. 5 Cir. 1/27/09), 8 So.3d 87, 90, writ not considered, 09-0447 (La.4/13/09), 5 So.3d 152).

First Assignment of Error

In her first assignment of error, Ms. Stewart argues that the trial court erred by failing to acknowledge and address William Jr.’s interest in the Property as a party to the partition. She contends that although the Petition to Partition was mailed to William Jr., by Long Arm Service on June 1, 2011, the certified mail package was later returned to the counsel for Ms. Stewart as unclaimed; consequently, neither an answer nor any responsive pleadings were filed on behalf of William Jr. Ms. Stewart maintains that because said pleadings were never filed on his behalf, William Jr.’s interest in the Property was not terminated.

Ms. Stewart relies primarily upon the holding of the Second Circuit in Decca Leasing Corporation v. Torres, 465 So.2d 910, 913 (La.App. 2nd Cir.1985), where it was determined that “the law is clear that a defendant may not be [ ¡^allowed to defeat service by merely refusing to accept the letter containing the citation.” Ms. Stewart further argues that, although William Jr. was properly served and joined in the matter and failed to file an answer or responsive pleadings, personal service upon him is not required, just evidence of an affidavit attesting to service pursuant to La.Rev.Stat. 13:320s.1 Id. She asserts that she filed such an affidavit on October 1, 2012, attesting to the steps she took to serve William Jr.

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Related

Munsterman v. Crawford
532 So. 2d 264 (Louisiana Court of Appeal, 1988)
Decca Leasing Corp. v. Torres
465 So. 2d 910 (Louisiana Court of Appeal, 1985)
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Legaux-Barrow v. Barrow
8 So. 3d 87 (Louisiana Court of Appeal, 2009)
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Hemavathy v. Shivashankara
782 So. 2d 115 (Louisiana Court of Appeal, 2001)
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Cite This Page — Counsel Stack

Bluebook (online)
147 So. 3d 1181, 2014 La.App. 4 Cir. 0097, 2014 WL 3954992, 2014 La. App. LEXIS 1978, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stewart-v-ogden-lactapp-2014.