Succession of Blackwell

713 So. 2d 625, 98 La.App. 3 Cir. 50, 1998 La. App. LEXIS 1135, 1998 WL 228146
CourtLouisiana Court of Appeal
DecidedMay 6, 1998
DocketNo. 98-50
StatusPublished
Cited by4 cases

This text of 713 So. 2d 625 (Succession of Blackwell) 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 Blackwell, 713 So. 2d 625, 98 La.App. 3 Cir. 50, 1998 La. App. LEXIS 1135, 1998 WL 228146 (La. Ct. App. 1998).

Opinion

AMY, Judge.

This suit was instituted by Linda Sue Clements Blackwell Sparks, individually and as tutatrix of her minor daughter, Robyn Lynn Blackwell, to nullify and set aside a judgment of possession sending the defendants, the four biological children of decedent [the defendants],1 into possession of the estate of James C. Blackwell. From a judgment nullifying the judgment of possession, the defendants appeal. We affirm.

Factual and Procedural Background

Decedent, James Blackwell, died on April 8, 1995. He was survived by his wife, Linda Sparks, the defendants, and Robyn Lynn Blackwell, an adopted daughter.2

_|¿[n early October 1995, one of decedent’s biological daughters, Linda Blackwell DeRo-sier, filed a petition for appointment as ad-ministratrix of her father’s estate. In her petition; DeRosier verified that decedent died intestate. After complying with the procedural requirements for said appointment, decedent’s succession was judicially opened and DeRosier was appointed adminis-tratrix.

On August 22, 1996, a petition for possession was filed by the defendants, seeking to be recognized as the sole heirs of decedent and to be placed in possession of his estate in accordance with the law of intestacy. Defendants’ petition contended that decedent died intestate, that they were the only heirs of decedent, and that further administration of the succession was unnecessary. In an Affidavit of Administratrix, DeRosier deposed that she believed her father died intestate, notwithstanding that a copy of a purported will had been presented to her, through counsel, by Sparks. Attached to the affidavit were several letters sent by the defendants’ attorney to Sparks’ attorney prior to filing the petition for possession.

By certified letter, in late May 1996, Sparks was notified of the defendants’ intention to petition the court to be placed into possession of their father’s estate. According to the letter dated May 22, 1996, Sparks was mailed a copy of the petition for posses[627]*627sion and accompanying draft of the judgment of possession.

A letter dated July 22, 1996, by defendants, through their attorney, acknowledged receipt of a copy of the purported will and notification of the possibility that Robyn had been adopted by the decedent. In that letter, defendants; as to the adoption of Robyn, stated: “If an adoption was done, we would need a copy of the Judgment recognizing her as his daughter.” As to the purported will, |3defendants admitted that the will appeared valid on its face, but also noted possible constitutional infirmities and that they “need to know the location of the original will so that [they] can be assured it does exist and can be probated.” In this letter, Sparks was once again instructed that defendants would pursue the judgment of possession “as quickly as possible!,]” if no response was received “by the end of th[e] month.... ”

Lastly, by a letter dated August 14, 1996, and received on August 20, 1996, defendants again expressed their intention to proceed as planned, e.g., handling decedent’s estate as an intestate succession. Sparks was notified that, “as soon as ... the return from the Department of Revenue [was received], ... [the defendants would] proceed to ask the Court to place [them] into possession as is shown in the enclosed copies of the Petition for Possession and Judgment of Possession. ...”

Judgment of Possession was signed on August 22, 1996, recognizing the defendants as the sole heirs of decedent’s estate. A motion for new trial or appeal was not sought from that judgment.

On December 12, 1996, Sparks, individually and as tutatrix of Robyn Lynn Blackwell, filed, in the succession proceeding, a petition for nullity of judgment asking that the judgment of possession rendered in favor of the defendants be set aside/annulled. She contended that the August 22, 1996 judgment of possession should be set aside because: (1) the matter was handled as an Intestate Succession when the defendants were provided a copy of a purported Last Will and Testament of the decedent; (2) the defendants failed to provide the trial court with a copy of the purported testament or request a search for a testament; and, (3) the defendants Lpmitted plaintiff, Robyn Blackwell, the adopted daughter and legal heir of decedent, from the judgment of possession. The defendants answered the plaintiffs’ petition and pled peremptory exceptions of res judicata and no cause of action. Defendants’ exceptions were subsequently denied.

The trial judge, following a contradictory proceeding on the merits, set aside the August 22, 1996 judgment of possession. The defendants appeal, assigning the following trial court errors: (1) the trial court erred in denying the defendants’ exception of no cause of action; (2) the trial court erred in allowing a copy of the will to be admitted into evidence; (3) the trial court erred in allowing a copy of the will to be admitted into evidence without proof as to its authenticity; (4) the trial court erred in “setting aside” a judgment of possession absent proof of fraud or ill practices; and, (5) the trial court erred in denying the defendants’ request for sanctions and attorney’s fees.

Merits

A. Defendants’ Exception of No Cause of Action

First, the defendants contend that the plaintiffs failed to state a valid cause of action in their petition to annul the August 22, 1996 judgment of possession. In support of their contention, the defendants argue that the plaintiffs failed to allege facts to support a finding of fraud or ill practice in their petition which would allow for the annulment of a judgment pursuant to La.Code Civ.P. art.2004.

When testing the legal sufficiency of the petition to state a cause of action, an appellate court must look only to the face of the petition to ascertain whether there are sufficient facts alleged to establish a case cognizable in law. Craft v. Allstate Ins. Co., 95-160 (La.App. 3 Cir. 8/30/95); 663 So.2d 116, writ denied, 95-2403 (La.12/15/95); 664 So.2d 454. If sufficient facts do exist, the peremptory exception of no cause of action must fail. Rebman v. Reed, 286 So.2d 341 (La.1973). For purposes of the determination, all allegations presented in the petition [628]*628are accepted as true, and any doubts are to be resolved in favor of the sufficiency of the petition. Weber v. State, 93-62 (La.4/11/94); 635 So.2d 188.

Article 2004 of the Louisiana Code of Civil Procedure provides that “[a] final judgment obtained by fraud or ill practices may be annulled!,]’’ if “action to annul ... [is] brought within one year of the discovery by the plaintiff in the nullity action of the fraud or ill practices.” The courts have recognized that this provision is not limited to actual fraud or wrong doing. Schoen v. Burns, 321 So.2d 908 (La.App. 1 Cir.1975). The court is also directed to look to equitable considerations. There is actionable fraud or ill practice when (1) the circumstances illustrate a deprivation of the legal rights of the litigant seeking relief, and (2) enforcement of the judgment would be unconscionable and inequitable. Douglas v. Louisiana Gin Co., Inc., 95-1637 (La.App. 3 Cir. 6/5/96); 688 So.2d 1058.

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Bluebook (online)
713 So. 2d 625, 98 La.App. 3 Cir. 50, 1998 La. App. LEXIS 1135, 1998 WL 228146, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-blackwell-lactapp-1998.