Succession of Harvey

616 So. 2d 1281, 1993 WL 92131
CourtLouisiana Court of Appeal
DecidedMarch 30, 1993
Docket92-CA-0924
StatusPublished
Cited by5 cases

This text of 616 So. 2d 1281 (Succession of Harvey) 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 Harvey, 616 So. 2d 1281, 1993 WL 92131 (La. Ct. App. 1993).

Opinion

616 So.2d 1281 (1993)

SUCCESSION OF Allen Leroy HARVEY.

No. 92-CA-0924.

Court of Appeal of Louisiana, Fourth Circuit.

March 30, 1993.

*1282 Lynn Perkins Perez, Perez & Perez, Braithwaite, and Todd A. Rossi, Kean, Miller, Hawthorne, D'Armond, McCowan & Jarman, Baton Rouge, for appellant.

Dominick Scandurro, Jr., Belle Chasse, for Linda G. Barrett, appellee.

Kenneth A. Weiss, Craig L. Caesar, McGlinchey, Stafford, Cellini & Lang, New Orleans, for appellees, Safeguard Disposal Systems, Inc. and Gary H. Dietzen.

Before BYRNES, CIACCIO and JONES, JJ.

*1283 CIACCIO, Judge.

Belinda Turlich Harvey, the administrator of her deceased husband's estate, appeals from two judgments rendered during the course of these succession proceedings. A statement of the procedural history surrounding this appeal is necessary.

Allen Leroy Harvey died intestate on September 22, 1986. Mr. Harvey was survived by a wife and five children from a previous marriage. On February 5, 1987, decedent's surviving spouse, Belinda Turlich Harvey, filed a Petition for Appointment of Administratrix of decedent's succession in Plaquemines Parish, the place of decedent's domicile. Attached to the petition are decedent's death certificate and an affidavit of death and heirship.

On February 6, 1987 the trial court signed an order appointing Mrs. Harvey administratrix of the succession and further ordering her to file a detailed descriptive list of the property belonging to the succession. She was also ordered to furnish security in the amount of one-fourth of the total value of all property of the succession prior to qualification as administratrix. However, Mrs. Harvey failed to comply with these orders, and letters of administration were not issued to her. Counsel for Mrs. Harvey withdrew from her representation by motion and order dated December 30, 1987.

No further action was taken in these proceedings until June 20, 1990 when a Petition for Appointment of Administrator of Vacant Succession was filed by Gary H. Dietzen. Apparently, Dietzen, who is an attorney, was a business partner of the decedent and a majority shareholder of Safeguard Disposal Systems, Inc., a corporation in which the decedent held 37% of the stock. In his petition, Dietzen averred that the decedent owned certain property which Dietzen desired to purchase from the estate, including the Safeguard stock and several storage tanks which Safeguard had been renting from the decedent. In support of his petition, Dietzen argued that Belinda Turlich Harvey had failed to post bond or qualify as administratrix, and that the succession was therefore vacant. Dietzen requested that the court appoint an administrator for the succession.

On July 6, 1990, Kenneth Leroy Harvey, decedent's son, filed an opposition to Dietzen's petition to declare the succession vacant stating that he and his four siblings were heirs to their father's succession. Nevertheless, by judgment dated July 31, 1990, the trial court declared the succession vacant and appointed Linda G. Barrett as administrator of the succession. By an ex-parte order of the same date, the trial judge recused himself and transferred the case to another section of court.

Linda Barrett filed a sworn descriptive list of the succession property on January 14, 1991. On January 15, 1991, letters of administration were issued to Linda G. Barrett, thereby appointing her as administratrix of the succession of Allen Leroy Harvey without bond.

On February 7, 1991, Ms. Barrett filed into these proceedings a Petition for Private Sale of Movable Property and to Compromise Claims. The petition alleged that at the time of his death, decedent owned sixteen storage tanks and 740 shares of common stock in Safeguard. The petition further alleged that Safeguard had offered to purchase the above-described movable property for the sum of $39,200.00, the value which was placed on this property in Ms. Barrett's sworn descriptive list. Notice was published and an opposition to this sale was filed on February 26, 1991 by Kenneth Harvey, decedent's son. The petition for sale was subsequently amended by Ms. Barrett to reflect an increase of Safeguard's offer for this property to $57,900.00.

Thereafter, on July 3, 1991, Belinda Harvey filed an Opposition to the Petition for Sale and a Motion to Rescind Judicial Order Declaring Succession Vacant and Appointing Administratrix. She argued that she had been appointed administratrix in 1987 and that the succession was not vacant as the succession has been claimed by her. In response, Ms. Barrett filed an opposition to Mrs. Harvey's motion, arguing that the succession was properly declared vacant, *1284 as Mrs. Harvey had abandoned the succession by moving out of state.

On September 18, 1991, Mrs. Harvey filed a security bond, a sworn descriptive list and an oath of administration, and was certified as the administratrix of her deceased husband's succession on the same date. On October 21, 1991, judgment was rendered by the trial court on Mrs. Harvey's motion to rescind the judicial order, thereby declaring Mrs. Harvey to be sole administratrix. Linda Barrett subsequently withdrew as administratrix of the succession.

In addition, Mrs. Harvey filed into these proceedings a reconventional demand, cross claim and third party petition for damages naming as defendants Gary H. Dietzen, Safeguard and Linda G. Barrett. In this petition, Mrs. Harvey claimed damages in the form of attorneys' fees for the wrongful intervention by Dietzen and the appointment of Barrett and damages for alleged constitutional violation of her property rights based on Dietzen's failure to provide her with necessary information concerning succession property. She also claimed damages for all past due rentals of the storage tanks owed to the succession and all sums owed the deceased for services rendered prior to his death.

In response to this petition, defendants Dietzen and Safeguard filed exceptions of improper venue, prematurity, no cause of action and no right of action. On October 24, 1991, the trial court rendered judgment maintaining the exceptions of improper venue, no cause of action and no right of action filed by Dietzen and Safeguard and denying their exception of prematurity.

Thereafter, Mrs. Harvey filed a motion for new trial which was denied on December 16, 1991, and on the same date, the trial court amended the judgment to deny the exception of improper venue only as to Mrs. Harvey's claims for property rights violations and damages for the filing of Dietzen's petition, but maintained the exception on the other causes of action raised in the petition. The trial court granted the exception of no right of action as to Mrs. Harvey's claim against Dietzen for breach of fiduciary duty, but denied this exception as to all other assertions. However, the trial court renewed the grant of defendants' exception of no cause of action as to all issues.

Mrs. Harvey also filed a motion to tax costs as a result of the judgment rendered on her motion to rescind the judicial order declaring the succession vacant. By judgment dated January 3, 1992, the trial court assessed costs, including Mrs. Harvey's attorneys' fees, in the amount of $7,200.85 against the mass of the Succession of Allen Leroy Harvey. This amount also included court costs and accounting costs incurred in preparation of the descriptive list for the succession. Further, costs and fees of the curator, Linda G. Barrett, in the amount of $3,877.74 were assessed against the succession. Mrs. Harvey's motion to tax costs against Dietzen and Safeguard were denied.

Mrs.

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Bluebook (online)
616 So. 2d 1281, 1993 WL 92131, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-harvey-lactapp-1993.