Succession of Houssiere

174 So. 2d 521, 247 La. 764, 1965 La. LEXIS 2350
CourtSupreme Court of Louisiana
DecidedMarch 29, 1965
Docket47454
StatusPublished
Cited by25 cases

This text of 174 So. 2d 521 (Succession of Houssiere) 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 Houssiere, 174 So. 2d 521, 247 La. 764, 1965 La. LEXIS 2350 (La. 1965).

Opinions

McCALEB, Justice.

This proceeding was instituted by six (a son, four daughters and a grand-daughter, issue of a predeceased son) of the eight forced heirs of Mrs. Deneza Clement Hous-siere, who died intestate at her domicile in Jefferson Davis Parish on May 26, 1962, to remove the administratrix of the succession, Mrs. Marie Houssiere Van Geffen, another daughter of the decedent, on the [768]*768ground that she has mismanaged the succession in that:

(1) She intended to recommend payment of an allegedly excessive fee ($25,000.00) to the attorneys (her two sons) retained by her as ad-ministratrix to settle the estate; and
(2) Alternatively, in the event she had not agreed to pay such fee, she had hired these attorneys without prior investigation or agreement respecting the attorneys’ fees which they would charge.

The salient facts of the case are that a few days after the death of Mrs. Houssiere, her daughter, Mrs. Van Geffen, filed a petition in the district court of Jefferson Davis Parish, conformably with law (Articles 3091 and 3092, Code of Civil Procedure) for appointment as administratrix of the succession. On June 8, 1962, the judge issued an ex parte order of appointment. On the same day the six heirs, who are now petitioning for the removal of Mrs. Van Geffen as administratrix, obtained a rule for her to show cause why the order appointing her administratrix should not be vacated and that it be decreed that there is no necessity for an administration of the estate and, alternatively, should it be held otherwise, the appointment should nevertheless be vacated and decedent’s only surviving son, Eugene Paul Houssiere, be appointed administrator of the estate.

Thereafter, on June 15, 1962, Mrs. Van Geffen filed an exception of no right or cause of action to the rule which was sustained by the district judge, then temporarily sitting for the incumbent judge of the Thirty First Judicial District Court, and the proceeding was dismissed. This judgment was affirmed by the Court of Appeal, 146 So.2d 483, Third Circuit, on November 5, 1962. That court held that, since only six of the heirs had agreed to accept the succession unconditionally, and administration was proper for, under CCP Art. 3001 and Succession of Browne (La.App.) 142 So.2d 494 (affirmed by this Court, see 244 La. 36, 150 So.2d 555), an administration of an intestate succession may be dispensed with only in cases where the succession is relatively free from debt and all of the heirs are competent and accept the succession unconditionally. See Succession of Houssiere, 146 So.2d 483. Upon the finality of the Court of Appeal judgment the opponents applied here for a writ of review which was refused on January 14, 1963 with the notation “The judgment complained of is correct”.

Soon after her appointment, Mrs. Van Geffen qualified as administratrix and furnished a $50,000 bond. Aside from the litigation above referred to and the present action for her removal, she defended a short unsuccessful suit instituted by an allegedly adoptive child of a predeceased son of the decedent who sought to be recognized [770]*770as a co-heir. She also caused a correct inventory to be made of all assets of the succession, which consisted of land and mineral rights situated in four parishes, Jefferson Davis, Acadia, Vermilion and Cameron, valued at $238,915.28, and personal property valued at $41,201.70, showing the total assets to be $280,116.98.

In addition, during her tenure until the filing of this proceeding, the administratrix collected $65,280.60 in income and from sale of commodities and lease bonuses and paid out $57,976.40 in obligations of the estate; she has executed leases, paid taxes, ratified the sale of an undivided 20% interest of the succession in 2157.57 barrels of rice located at two warehouses, all with the approval of the court. On May 20, 1963 she filed her annual account, which was homologated without objection from the heirs who are now opposing her, showing disbursement of $6105.98 and cash receipts of $31,478.66 which, when added to the cash on hand, showed a total balance in the Calcasieu Marine National Bank of Jennings of $50.-543.77.

Within the fifteen-month period allowable without penalty for the payment of Federal estate taxes, to wit, on August 19, 1963, the administratrix filed a petition in the district court for authority to pay the Federal Government $35,887.50 representing the estate taxes due and also for the payment of $4464.00 State inheritance taxes. In the Federal Estate Tax return, there was listed under the heading “Administration Expenses” $25,000 for attorneys’ fees— “amount estimated” and on the State return the attorneys’ fees were also listed at that sum.

Soon after the court’s approval of the payment of these taxes this removal proceeding was brought on the ground that the administratrix did not have the interest of the estate at heart; that she was conducting an administration solely in the interest of her attorney sons and that she had mismanaged the succession by proposing to pay her sons an exorbitant fee. To these charges the administratrix filed a plea of res judicata, an exception of no cause of action and of prematurity. The pleas were overruled and, after a hearing on the merits, the district court granted judgment removing the administratrix.

In his written reasons, the trial judge expressed the view that an administration of the estate had been wholly unnecessary because there were no debts other than funeral bills and expenses incurred during the last week or two of decedent’s illness. From this premise, the judge took the position that, since there was evidence that competent counsel in Jefferson Davis Parish would have handled the succession for $5,-000, there was no occasion for the ad-ministratrix to employ her two sons, who live and practice in the city of New Orleans, to handle the estate and that, having represented to the Department of Revenue that [772]*772her sons’ fees would be $25,000, this constituted mismanagement of the estate and particularly so, since the administratrix testified that she believed that her sons should be entitled to $50,000 as attorneys’ fees for all the trouble that the other heirs had caused.

When the case was reviewed by the Court of Appeal, that tribunal took a different view of the issue. It declared (see 166 So.2d 98) that the issue of whether an administration was necessary or not had been foreclosed by its former opinion and that it was immaterial, for the purpose of this contest, whether the succession could have been handled less expensively without an administration. It also, agreed with the argument of counsel for the administratrix that, since the administratrix has never submitted an attorney’s fee for approval, the issue anent the amount of attorneys’ fees was premature and that “ * * * the coheirs will then have their day in court to contest the allowance * * * ” if and when the attorneys’ fees are submitted for court approval.

This resolution, in our view, should have ended the case. However, notwithstanding these pronouncements, the Court of Appeal proceeded to determine whether or not the administratrix should be removed for mismanagement because she had indicated that she would approve a $25,000 fee for her sons in recompense of their professional services.

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Bluebook (online)
174 So. 2d 521, 247 La. 764, 1965 La. LEXIS 2350, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-houssiere-la-1965.