Succession of Barr

219 So. 2d 817
CourtLouisiana Court of Appeal
DecidedFebruary 5, 1969
Docket11161
StatusPublished
Cited by7 cases

This text of 219 So. 2d 817 (Succession of Barr) 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
Succession of Barr, 219 So. 2d 817 (La. Ct. App. 1969).

Opinion

219 So.2d 817 (1969)

Succession of Thomas Earl BARR, a. k. a. T. E. Barr, Deceased.

No. 11161.

Court of Appeal of Louisiana, Second Circuit.

February 5, 1969.
Rehearing Denied March 3, 1969.

*818 Peters, Ward, Johnson & Phillips, Shreveport, for plaintiff-appellant.

Johnston, Johnston & Thornton, Brown & Dormer, Shreveport, for defendant-appellee.

Before AYRES, BOLIN, and PRICE, JJ.

AYRES, Judge.

The present action, a contest between the former wife of the decedent, Thomas Earl Barr, who was instituted as universal legatee and made executrix of his estate, and the surviving widow of the decedent, concerns the status of certain property, real and personal, acquired by the surviving spouse in her name during the existence of her marriage to the decedent. For convenience in identification of the parties, they will be referred to in the order mentioned respectively as plaintiff and defendant.

Inasmuch as this cause was heretofore before this court but remanded for completion of the record (203 So.2d 769), the facts other than those which appear necessary for an understanding of the issues currently before us, as they are resolved, will not be restated.

Upon the death of Thomas Earl Barr, defendant caused his succession to be opened *819 as an intestate succession. An inventory was taken wherein his community interest in the community of acquets and gains which existed between him and defendant was appraised at the sum of $5,899.08. Decedent's last will and testament was subsequently discovered. It was duly presented and probated. In accordance with the terms of the will, plaintiff was confirmed as testamentary executrix of the estate in which she was, as stated, instituted as universal legatee. Thereafter a rule by plaintiff directed to defendant required defendant to account for all assets of the succession under her control or in her possession and to show cause why the inventory should not be reformed to include additional property not listed therein, the status of which now constitutes the subject matter of this controversy since no issue remains as to the accounting features of the action.

The property in contest consists of the following:

(1) The north 120 feet of the west 114 feet of Lot 179 and the north 120 feet of the east 64 feet of Lot 180, South Heights Subdivision; Lots 4, 5, 6, 22, 23, and 24 (less the west 95 feet thereof) of Guerry Park Subdivision, and Lot 67, Western Hills Subdivision, Unit No. 1;
(2) Two shares of the capital stock of the Leesville Improvement Corporation;
(3) Twenty-five hundred dollars received by defendant through checks drawn by decedent the day prior to his death;
(4) Cash on deposit in the sum of $390.05 in the First National Bank in the name of defendant;
(5) The cash surrender value of an insurance policy, or policies, taken out by defendant on her own life.

The court concluded from the record, consisting primarily of deeds and records evidencing defendant's purchases of realty and the testimony of defendant and of her certified public accountant, defendant had established that all the property was her separate and paraphernal property. Accordingly, there was judgment not only rejecting plaintiff's demands but affirmatively decreeing that the property constituted the separate and paraphernal estate of the defendant. From that judgment plaintiff appealed.

Appellant complains, in a specification of errors, that the court erred (1) in not applying the presumption that all property acquired during marriage constitutes community assets; (2) in finding that the business conducted by defendant during her marriage was for the benefit of her separate estate; (3) in failing to find that the increase in defendant's net worth during her marriage was community property; (4) in not requiring defendant to account for the $2,500.00 received from decedent's checks drawn on his or the community bank account; (5) in not amending the inventory to reflect that the items claimed by defendant as her separate property were in fact community assets; and (6), in the alternative, in not holding defendant indebted to the community estate for the increase in the value of her separate estate.

Defendant and Thomas Earl Barr were married November 30, 1944. He died August 5, 1965, survived by a former wife, plaintiff herein, and defendant as his widow.

At the time of the marriage of Barr and defendant, defendant owned and operated a restaurant and a boarding house. Both businesses were sold, whereupon, through the use of the funds realized from the sale of these businesses, defendant engaged in an enterprise of buying, developing, and selling real estate. She purchased property in her own name and developed subdivisions in and adjacent to Shreveport. The realty described above, except the parcel upon which she maintained her home, was unimproved and constituted the realty remaining in her name at the time of her husband's death. None of this property, including the home, was enhanced in value during the marriage through the efforts, labor, or industry of either husband or wife.

*820 It appears appropriate to point out at this time that all the deeds of defendant's acquisitions of the aforesaid property and of all other property which was acquired and disposed of in the operation of her activities, except one wherein the property purchased was subsequently sold at a loss, recited that all of these purchases were with defendant's separate and paraphernal funds, under her separate administration and control, and that the acquisitions were for the use and benefit of her separate and paraphernal estate. In addition, these deeds recited, above the signatures of Thomas Earl Barr, that he appeared and acknowledged that defendant, his wife, acquired the property described in each of them "with her separate and paraphernal funds, for the use and benefit of her separate and paraphernal estate, under her separate administration and control."

The rule, long and firmly established in the jurisprudence of this State, is that a husband who has been a party to an act of purchase of realty, by and in the name of his wife, in which it is declared that the consideration paid belonged to the wife in her paraphernality and the property is to be and remain her separate and paraphernal property, either by signing the deed or as a witness thereto, is precluded from thereafter contradicting it under the doctrine of estoppel by deed as a matter of public policy in order that there may be some security of titles. Monk v. Monk, 243 La. 429, 144 So.2d 384 (1962); Rousseau v. Rousseau, 209 La. 428, 24 So.2d 676 (1946); Pfister v. Casso, 161 La. 940, 109 So. 770 (1926); Tonglet v. Chopin, 155 La. 752, 99 So. 587 (1924); Fireman's Ins. Co. v. Hava, 140 La. 638, 73 So. 708 (1916); Karcher v. Karcher, 138 La. 288, 70 So. 228 (1915); Maguire v. Maguire, 40 La.Ann. 579, 4 So. 492 (1888); Kerwin v. Hibernia Ins. Co., 35 La.Ann. 33 (1883).

Particularly appropriate to the situation here is the language employed in Kerwin v. Hibernia Ins. Co., supra, wherein it is stated:

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Bluebook (online)
219 So. 2d 817, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-barr-lactapp-1969.