Succession of Combre

47 So. 2d 734, 217 La. 955, 1950 La. LEXIS 1040
CourtSupreme Court of Louisiana
DecidedJune 30, 1950
Docket39475
StatusPublished
Cited by10 cases

This text of 47 So. 2d 734 (Succession of Combre) 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
Succession of Combre, 47 So. 2d 734, 217 La. 955, 1950 La. LEXIS 1040 (La. 1950).

Opinion

HAMITER, Justice.

Eula Mae Vines Combre, administratrix of the estate of her late husband, Oliver Combre (hereinafter sometimes referred to as decedent), and natural tutrix of their *963 minor child (Beatrice), seeks in this cause the revocation or annulment of an act of sale executed by decedent in favor of his sister, Hattie Combre Brown, which affects certain real estate in the City of New Orleans known as Municipal No. 4115 Clio Street.

Plaintiff, under the authority of Civil Code Article 2239, alleged that the purported sale .is a fraudulent simulation. Defendant, Hattie Combre Brown, denied the allegation and affirmatively averred that she purchased the property from her brother, paying him in cash therefor the agreed price of $1500.

The district court rejected the demands of plaintiff, following a trial of the merits, and she is appealing.

Plaintiff and Oliver Combre were married on December 19, 1940, and of the union one child was born. In 1944 they acquired and moved to the property in question, paying therefor the sum of $1500. (At the time of the trial, according to the record, it was worth in excess of $2000.) On October 16, 1946, the assailed deed from Oliver Combre to his sister, the defendant, was passed before a notary public of Orleans Parish, Jerome Meunier, it reciting a cash consideration of $1500. Notwithstanding the purported sale the vendor and his family remained in possession of the property, without the payment of any rent, until his death approximately four months later (February 10, 1947). Thereafter, even until the trial of the case, his wife and child continued living in the premises, during which period no rent was demanded of them.

In view of these undisputed facts and circumstances it is presumed that the sale was simulated, and, as a result, defendant carries the burden of proving that the recited consideration was paid as she alleged and that the transaction was genuine. Civil Code Article 2480; Peyton et al. v. Roth, 149 La. 147, 88 So. 773; Giles v. Kelly, 162 La. 512, 110 So. 738; Bauman et al. v. Pennywell et al., 164 La. 888, 114 So. 723; Olivier’s Minor Children v. Olivier, 215 La. 412, 40 So.2d 803. The defendant, in other words, must establish by a preponderance of the evidence that she acquired the property for an appropriate and valuable consideration.

That she carries the burden of proving the reality of the sale is conceded by defendant. In the brief of her counsel it is said: “The plaintiffs, widow and child of Oliver Combre, denied that the $1500 was paid by the purchaser, and, as the vendor remained in possession of the property, the burden shifted to the purchaser to prove the genuineness of the sale.”

The only question presented by the cause, therefore, is whether defendant has overcome the presumption of simulation by establishing by clear and convincing evidence the sale’s genuineness.

The notary who officiated at the execution of the deed testified that no money *965 passed between the parties in his presence; nor did either of them tell him the nature of the sale’s consideration. As a witness for plaintiff he offered to give his impression of the transaction; but, on objection from defense counsel, he was not permitted to do so.

The only direct evidence introduced to prove payment of the recited consideration was the testimony of the defendant herself. She testified that immediately after the passage of the act she and decedent went to the latter’s home where, with only the two being present, she counted out $1500 in $10 and $20 bills and gave it to him, the money representing a portion of her savings effected since 1941 which she had been keeping in a .small box in her dwelling. However, she did not know the total amount she possessed in the box when that payment was made. Neither could she recall any definite sum she had on hand at any particular date after she commenced her savings. Also she was unable to testify whether she kept her money in the box in a flat or a rolled condition.

Defendant’s savings, she further testified, resulted principally from earnings of her husband while serving in the army, although some came from wages that she received when she worked intermittently. Her husband’s gross pay, according to his testimony, ranged from $50 per month in 1941 (as a private) to $155 per month in 1945 (as a sergeant). Defendant and her husband, the record also discloses, have two children.

In corroboration of defendant’s statements as to her being able to save the $1500 with which the property was purportedly purchased, her husband testified to having sent his wife from time to time incredible sums that he had acquired from his gambling experiences in the army. When asked whether his winnings averaged $200 or $300 per month he replied: “Sometimes I make —I have made as high as $800 or $900.” Further, to show his success at gambling, he testified:

“Q. During a month, how much would your losses run? A. They were very light.
“Q. You usually won? A. With the process I was using it was pretty hard for me to lose.
“Q. What kind of gambling was it? A. I used to run the game and cut the game, and I don’t even need — automatically what I cut, I made.
“Q. Where would you carry on that game ? A. On the post. The Commander knew about it, sometimes they would gamble there with us themselves. There is nothing to hide. That is one of the routines of the army; everybody is gambling. It’s nothing to shoot for $50 or $75, and all you have to hit is three or four licks like that and you have $400.”

The defendant’s explanation for the purchasing of the house from her brother on *967 October 16, 1946, was that “He wanted repairs done on it and he didn’t see how he could save enough to make the repairs.” But there was no evidence offered to show that she made any repairs on the property at any time up to the institution of this suit on December 3, 1947, more than a year later. If she entertained a desire to so aid her brother, as her testimony indicates she did, it is more reasonable to believe that she would have financed the necessary repairs, permitting him subsequently to reimburse her, rather than have him transfer the property to her name. It appears from the record, moreover, that defendant made no mention of the purchase to members of her own family or to plaintiff until long after the death of Oliver Combre.

True, shortly after such death, the record shows, defendant pointed out to plaintiff a glass jar containing $1000 buried in a chicken house on the premises in question. According to the testimony of the defendant this was a part of the money which she paid to her brother; that he had told her where he was hiding it; and that she was the only other person who knew of the hiding place. But it does not appear that when disclosing the money she told plaintiff what it represented; rather, the record indicates that plaintiff was unaware of the purported sale until several months thereafter.

Furthermore, immediately after making the disclosure the defendant took possession of that money, along with an additional $200 found under a mattress in decedent’s home, and carried it with her to an army camp in Georgia.

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Bluebook (online)
47 So. 2d 734, 217 La. 955, 1950 La. LEXIS 1040, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-combre-la-1950.