SUCCESSION OF LARD v. Poland

960 So. 2d 1254, 2007 WL 1760875
CourtLouisiana Court of Appeal
DecidedJune 20, 2007
Docket42,284-CA
StatusPublished
Cited by1 cases

This text of 960 So. 2d 1254 (SUCCESSION OF LARD v. Poland) 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 LARD v. Poland, 960 So. 2d 1254, 2007 WL 1760875 (La. Ct. App. 2007).

Opinion

960 So.2d 1254 (2007)

SUCCESSION OF Leola LARD (nee Peoples), Plaintiff-Appellee,
v.
David POLAND d/b/a Landstar, Inc., Defendant-Appellant.

No. 42,284-CA.

Court of Appeal of Louisiana, Second Circuit.

June 20, 2007.

Pamela Blankenship, for Appellant David Poland d/b/a Landstar, Inc.

John C. Blake, Jonesboro, for Appellees Zula Peoples Qualls, Succession of Leola Peoples Lard, and David Poland d/b/a Landstar, Inc.

James E. Beal, Jonesboro, for Intervenors George Lee Loyd (Lard) and Dennis Lamar Loyd (Lard).

Before GASKINS, DREW and MOORE, JJ.

*1255 MOORE, J.

Appellant, David Poland d/b/a Landstar, Inc. (hereinafter, "Poland" or "Landstar") appeals a judgment that ordered cancellation and erasure from the public records of a lien that he filed against the Succession of Leola Lard and recorded in the mortgage records of Bienville Parish. For the reasons stated herein, we affirm.

Facts and Procedural History

Anticipating that his mother, Blumer Peoples Poland, who was a sister of the decedent, Leola Peoples Lard, would inherit undivided ownership of a tract of land as a collateral heir in the Succession of Leola Peoples Lard, David Poland obtained a survey of the tract on May 20, 2000, for purpose of dividing the property among the heirs. Mr. Poland contends that he paid for the survey and he alleges that the Administratrix, Zula Qualls, entered into an agreement in which Poland would "advance funds to preserve and benefit the estate with the mutual agreement that any advancements would be repaid prior to the settlement of the estate of the decedent." However, when the Administratrix filed annual accountings for the years 1999 to 2005, she never made disbursements to the Appellant nor requested permission from the court to do so. Nor did she submit the claim in her proposed final tableau of distribution when her tenure as Administratrix ended. In fact, appellate counsel for Mr. Poland acknowledges that there is no evidence in the record that the Administratrix requested the survey or acknowledged the debt incurred as a result of the survey. She requests that the case be remanded for an evidentiary hearing in order to submit evidence that the Administratrix acknowledged the succession debt.

Ms. Qualls was eventually removed as Administratrix by a motion filed by Dennis Lamar Loyd and George Lee Loyd, two grandchildren of the decedent.[1] Dennis was appointed Administrator of the succession.[2]

In April 1, 2005, nearly five years after the survey was made, Poland filed an $18,000 lien against the property for payment of the survey dated May 20, 2000. According to the affidavit or "Claim of Lien" that Mr. Poland executed before a California notary, he attested that he served notice of the lien on the owner on April 28, 2005. The Administrator has denied ever being served with such notice.

On January 17, 2006, the new succession administrator filed a petition to sell timber from the property. Notice of the proposed sale was published on February 16, 2006 and February 23, 2006.

On March 7, 2006, Mr. Poland filed into the succession record an apparent opposition to the sale which consisted of the following documents: the affidavit or "Claim of Lien," a plat of the survey, a notarized affidavit attesting that Landstar, Inc. is the lienor and that David Poland is the agent or officer of Landstar, and a letter-sized sheet of paper captioned "David Poland, 5321 San Onofre Ter., San Diego, CA 92114" and a photocopy of the *1256 legal notice by the succession administrator regarding the proposed sale of timber.

In response, the administrator filed a rule to show cause why the lien should not be invalidated and removed, and the opposition to the sale of the timber dismissed. He requested that Landstar be cast in judgment for costs and attorney fees. Prior to the hearing, the Administrator filed an amended rule alleging that the lien was invalid because it had not been filed within 60 days of the work performed and had prescribed under the three-year liberative prescription for suits on open account.

The matter was taken up at a hearing on July 13, 2006. The court listened to argument from Mr. Beal, attorney for the current succession representative, and Mr. Blake, counsel for the former succession representative and who appeared now as Mr. Poland's attorney regarding the lien. The court allowed Mr. Blake to proffer into evidence some of Mr. Poland's alleged expense receipts into evidence. No other testimony was adduced at the hearing. Ruling from the bench, the court found that the claims had prescribed. A signed, written judgment was issued on July 23, 2006, cancelling the lien and ordering it erased from the public records and allowing the timber sale to go forward. Landstar filed this appeal alleging two assignments of error:

(1) The trial court erred in characterizing the lien claim as an open account and then ruling that the claim had prescribed.
(2) The trial court erred by not recognizing an apparent conflict of interest by attorney Blake who represented the prior succession Administratrix, the Succession and the alleged creditor of the succession, David Poland d/b/a Landstar, Inc.

Discussion

By his first assignment of error, appellant alleges that the trial court erred in characterizing the debt for which the lien was filed as an "open account" and therefore prescribed, and that the trial court failed to conduct an evidentiary hearing on the issue of whether the claim had prescribed.[3] Although the trial court did not give written reasons for judgment, the judge stated at the hearing on the rule that the two issues before the court were whether the lien itself was timely filed and whether the claim had prescribed as an open account subject to the prescription of three years. The court found that the claim(s) had prescribed and said he was going to allow the sale to go forward. The signed judgment issued on July 23, 2006, ordered the lien cancelled and erased from the mortgage records and approved the timber sale.

Appeals are taken from judgments, and not from findings on various issues in the course of the trial court's determination of the judgment. Davis v. Borskey, 94-C-2399 (La.9/9/95), 660 So.2d 17, 103 Ed. Law Rep. 538. In this case, the judgment appealed from concerns the trial court's ruling on the Administrator's rule to show cause that ordered the lien to be cancelled and erased from the Bienville Parish mortgage records. The judgment in this case concerns solely the validity of the lien recorded against the immovable property in the succession.

We are at somewhat of a loss in this case to ascertain the statutory grounds for which the appellant claims a privilege *1257 against the succession. The succession in this case is under administration and the alleged debt was incurred during administration. Therefore, La. R.S. 9:5011 through 9:5016 in which creditors of the deceased are given a privilege on all the immovables left by the deceased are inapplicable.

Landstar essentially argues that the debt for which the lien was filed is an estate debt arising as a succession administration expense incurred for the preservation of the estate. La. C.C. art. 1415. Estate debts are charged against the property of the estate and its fruits and products. La. C.C. art. 1421. Specifically, administration expenses are charged first to the fruits and products of property and then to the property itself.

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960 So. 2d 1254, 2007 WL 1760875, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-lard-v-poland-lactapp-2007.