Succession of Jones

193 So. 2d 352, 1966 La. App. LEXIS 4606
CourtLouisiana Court of Appeal
DecidedNovember 21, 1966
DocketNo. 6780
StatusPublished
Cited by4 cases

This text of 193 So. 2d 352 (Succession of Jones) 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 Jones, 193 So. 2d 352, 1966 La. App. LEXIS 4606 (La. Ct. App. 1966).

Opinion

LANDRY, Judge.

Daisy G. Jones, Administratrix of the intestate succession of her deceased spouse in community, Perkins D. Jones, (Administra-trix), prosecutes this appeal from the judgment of the trial court terminating her administration of said succession prior to its completion.

We find that in so ordering our brother below acted prematurely and exceeded the discretion vested in him by law.

The specification of errors filed herein on behalf of appellant in substance alleges mistakes on the part of our colleague in the trial court in two basic respects which may be stated as follows: (1) The summary ending of appellant’s administration of the estate and rendition of judgment placing the heirs (including a minor for whom no tutor was qualified) in possession of decedent’s estate notwithstanding administratrix was still in the process of liquidating the estate and had not yet filed a final account of her stewardship, and (2) Declaring that improvements constructed on certain separate property of appellant (admittedly with community funds) belonged to the community between decedent and appellant instead of holding that the community thereby became creditor of administratrix’s separate estate to the extent of the enhanced value of the separate property resulting therefrom.

Decedent, Perkins G. Jones, departed this life intestate on February 25, 1963, survived by Administratrix, his widow in community; Ada Jones Herbert and Leonard Jones, major issue of a prior marriage; and Ramona Lee Snerlin Jones, a minor adopted by decedent and Administratrix during their marriage.

The record is replete with evidence that from the outset the attempted administration of decedent’s estate has been beset with strife, dissension and dispute between the aforesaid major heirs on the one hand and the Administratrix, individually and as surviving parent of the minor, Ramona Jones, on the other.

The parties to this litigation have apparently never voluntarily agreed to any circumstance concerning decedent’s affairs. Even appellant’s qualification as Adminis-tratrix is questioned by counsel for appel-lees in the brief filed before this court. However, said major heirs have neither appealed nor answered appellant’s appeal, consequently the validity of appellant’s qualification as Administratrix is not before us.

[354]*354Appellant annexed to her petition for letters of administration a sworn descriptive and itemized list of all property purportedly belonging to decedent’s estate. Included therein is an enumeration of certain debts allegedly attributable to decedent’s separate estate. Said enumeration shows what appears to be a list of the expenses incident to decedent’s last illness and funeral. Also contained-in the itemization of debts is a listing of five alleged community obligations reputedly due a bank, two finance companies and a well known chain mercantile establishment. The total of all decedent’s obligations (both those of his separate estate and decedent’s one-half of community debts) is shown to be $3,671.80. The inventory further recites that of the obligations listed as chargeable to decedent’s estate, appellant paid several aggregating the sum of $459.38.

On May 8, 1963, appellant petitioned for and obtained an order directing the sale on June 19, 1963, of all property shown on the aforementioned descriptive list or inventory, to pay the debts of decedent’s succession. Meanwhile, however, on May 29, 1963, the aforementioned major heirs obtained issuance of a rule nisi ordering appellant to show cause why the inventory previously filed should not be amended and revised to include certain items of property allegedly omitted therefrom and describe more fully certain other items listed.

Notwithstanding issuance of the foregoing rule, appellant proceeded with the sale as scheduled despite tender on the date of said sale of the sum of $3,000.00 by the major heirs to pay their share of the succession obligations. At the suggestion of appellant, the Sheriff sold only an undivided half interest in the property although the advertisement called for the sale of all property described in the inventory. The major heirs purchased under protest an undivided half interest in some of the property, which judicial sale was eventually annulled and set aside by the trial court.

Under date of July 3, 1963, the major heirs filed a petition in the trial court alleging in substance that they and the minor, Ramona Jones, were the sole heirs at law of decedent. They also averred there was no necessity for an administration. They prayed that the administration be ended and they and the minor, Ramona Jones, be recognized as decedent’s heirs and sent into possession of decedent’s estate, the minor with benefit of inventory. To their petition the major heirs appended a sworn itemized and descriptive list of property allegedly belonging to decedent’s estate. Needless to say, this list conflicts with the inventory filed as part of appellant’s petition for administration in that it lists as community property certain assets claimed by Administratrix as her separate and para-phernal property.

Also under date of July 3, 1963, the two major heirs filed an affidavit in these proceedings accepting unconditionally the estate of decedent. Said affidavit further recites that said parties have either paid or agree to pay any and all debts of the succession and indicates their readiness and willingness to post bond to insure payment of all succession debts.

The foregoing circumstances were followed by a series of maneuvers on the part of the respective litigants which, for all practical purposes, may be summarized as follows: Appellant again attempted to provoke a sale of the succession property to pay debts. Appellees countered with a rule ordering appellant to show cause why she should not be ordered to renounce or accept decedent’s estate. On application of the major heirs the trial court enjoined ap. pellant and the Sheriff from further administration of the succession and prohibited any sale of succession effects. On December 27, 1963, the Administratrix filed an amended and supplemental inventory or itemized descriptive list of decedent’s property, with the approbation of the trial court. On January 10, 1964, the major heirs moved to strike all pleadings filed by the Admin-istratrix and again asserted their right to be [355]*355recognized as heirs and placed in possession without further administration of the estate. Also on January 10, 1964, appellant filed a second amended and supplemental inventory of decedent’s estate listing both assets and liabilities. It does not appear that judicial approval of this amended inventory was obtained.

In the meanwhile, however, on July 12, 1963, appellant filed a petition listing debts owed by decedent’s succession to: Sears Roebuck in the sum of $139.55; United Credit Plan in the amount of $601.03; American Bank & Trust Co. in the aggregate of $115.28; and Fidelity National Bank in the sum of $185.31. Administra-trix further alleged the aforesaid creditors were privileged obligees who were pressing for payment and that the succession was without funds to meet these demands. She prayed for and obtained an order from the trial court permitting and directing payment of said obligations out of her separate and paraphernal funds and further ordering that appellant be recognized as a creditor of the succession to the extent of one-half the obligations so paid.

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Bluebook (online)
193 So. 2d 352, 1966 La. App. LEXIS 4606, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-jones-lactapp-1966.