Succession of Linda Aymond Roberts

Louisiana Court of Appeal·Decided November 4, 2015·No. CA-0015-0356·Unknown

Opinion

STATE OF LOUISIANA

COURT OF APPEAL, THIRD CIRCUIT 15-356

SUCCESSION OF LINDA DIANN AYMOND ROBERTS

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APPEAL FROM THE

NINTH JUDICIAL DISTRICT COURT PARISH OF RAPIDES, NO. 38,824 DIV “F”

HONORABLE GEORGE C. METOYER, JR., DISTRICT JUDGE

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JAMES T. GENOVESE

JUDGE

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Court composed of Sylvia R. Cooks, James T. Genovese, and John E. Conery, Judges.

Cooks, J., dissents and assigns reasons.

AFFIRMED.

Jeffrey L. Buelow In Proper Person 1710 Powell Lane Alexandria, Louisiana 71303 (318) 730-3302

William M. Ford Susan Ford Fiser The Ford Law Firm 1630 Metro Drive Alexandria, Louisiana 71301 (318) 442-8899 COUNSEL FOR APPELLEE:

Donald Melvin Roberts

GENOVESE, Judge.

Jeffrey L. Buelow appeals the trial court’s judgment dismissing his Petition to Annul Judgment of Possession rendered in the succession of his mother, Linda Diann Aymond Roberts, on the grounds of abandonment. For the following reasons, we affirm.

FACTS AND PROCEDURAL HISTORY Linda Diann Aymond Roberts died on July 28, 2009. Mrs. Roberts was married three times. Two children were born of Mrs. Roberts’ marriage to her first husband, William Leo Buelow: namely, William Louis Buelow and Jeffrey Lee Buelow, Plaintiff herein. These were Mrs. Roberts’ only children. Following a divorce, Mrs. Roberts married and later divorced Walter Dugas. At the time of her death, Mrs. Roberts was married to Donald Melvin Roberts.

Mrs. Roberts executed a Last Will and Testament on January 15, 1999, designating Mr. Roberts as her executor. On August 26, 2009, Mr. Roberts opened Mrs. Roberts’ succession in the Ninth Judicial District Court, in Rapides Parish, without the appointment of an executor. On that same day, the trial court signed a Judgment of Possession in Mrs. Roberts’ succession thereby completing and closing the succession proceeding.

On May 26, 2010, Jeffrey Buelow filed a Petition to Annul Judgment of Possession seeking to have the Judgment of Possession issued in his mother’s succession declared a nullity. Mr. Buelow’s petition was assigned the same docket number as the succession proceeding and was filed therein.

On June 16, 2010, Mr. Roberts filed a Dilatory Exception of Vagueness.

Following a hearing, the trial court sustained the exception and ordered Mr. Buelow to amend his petition within fifteen days to remove and cure the defect in

his pleadings. On August 9, 2010, the trial court signed an order dismissing Mr. Buelow’s Petition to Annul Judgment of Possession since he failed to amend his original pleading within the fifteen days as ordered.

Mr. Buelow filed a second Petition to Annul Judgment of Possession on August 30, 2010. Mr. Roberts filed an answer thereto on November 18, 2010.

On October 24, 2014, Mr. Roberts filed a Motion to Dismiss on Ground of Abandonment of Action. The trial court signed an order dismissing the Petition to Annul Judgment of Possession on November 3, 2014.

Mr. Buelow, pro se, filed a Request Hearing on the Motion to Dismiss on Ground of Abandonment of Action on November 19, 2014. Following a hearing, the trial court reaffirmed its dismissal of Mr. Buelow’s action based on abandonment and signed a concomitant judgment on January 5, 2015. From said judgment, Mr. Buelow appeals.

ASSIGNMENT OF ERROR

Mr. Buelow contends that the trial court committed legal error in dismissing his Petition to Annul Judgment of Possession on the grounds of abandonment.

LAW AND DISCUSSION

Louisiana Code of Civil Procedure Article 561 governs the abandonment of a civil action providing, in relevant part, as follows:

A. (1) An action, except as provided in Subparagraph (2) of this Paragraph, is abandoned when the parties fail to take any step in its prosecution or defense in the trial court for a period of three years, unless it is a succession proceeding:

(a) Which has been opened;

(b) In which an administrator or executor has been appointed;

or

(c) In which a testament has been probated.

....

(3) This provision shall be operative without formal order, but, on ex parte motion of any party or other interested person by affidavit which provides that no step has been timely taken in the prosecution or defense of the action, the trial court shall enter a formal order of dismissal as of the date of its abandonment. The sheriff shall serve the order in the manner provided in Article 1314, and shall execute a return pursuant to Article 1292.

....

B. Any formal discovery as authorized by this Code and served on all parties whether or not filed of record, including the taking of a deposition with or without formal notice, shall be deemed to be a step in the prosecution or defense of an action.

Under La.Code Civ.P. art. 561, an action “is abandoned when the parties fail to take any step in its prosecution or defense in the trial court for a period of three years.” La.Code Civ.P. art. 561(A)(1). “A party takes a ‘step’ in the prosecution or defense of a suit when he takes formal action, before the court, intended to hasten the matter to judgment. Chevron Oil Co. v. Traigle, 436 So.2d 530, 532 (La.1983).” Hercules Offshore, Inc. v. Lafayette Parish Sch. Bd., Sales & Use Tax Dep’t, 14-701, p. 2 (La.App. 3 Cir. 2/11/15), 157 So.3d 1177, 1180. The court in Clark v. Southern Tire Service, Inc., 00-1548, p. 2 (La.App. 5 Cir. 2/14/01), 782 So.2d 27, 28, explained:

The article is operative, and the dismissal effective, as soon as this interval has expired. An actual judgment is not necessary to ratify or confirm the fact of abandonment. See Camaille v. Shell Oil Co., 542 So.2d 663, 664 (La.App. 5 Cir.1989). Post abandonment actions are “inefficacious” to counteract application of the article. Semel v.

Green, 252 La. 386, 394, 211 So.2d 300, 304 (La.1968). The record here shows without question that three years had passed between Appellee’s answer, filed in August of 1995, and the Clarks’ motion to compel answers to interrogatories, filed in March of 2000. The Clarks’ motion, therefore, could not revive the instant action, abandoned as of August 16, 1998.

The Louisiana Supreme Court in Murray v. Brown, 12-2149, p. 1 (La.

12/14/12), 102 So.3d 777, 778, noted “[o]nce abandonment has occurred, action by the plaintiff cannot breathe new life into the suit. Clark v. State Farm Mut. Auto. Ins. Co., 00-3010 (La. 5/15/01), 785 So.2d 779.” This court, in Morgan v. Louisiana Department of Public Safety & Corrections, 08-750, p. 3 (La.App. 3 Cir. 12/10/08), 24 So.3d 208, 211, writ denied, 09-2834 (La. 3/5/10), 28 So.3d 1012, similarly wrote:

It is important to note that the abandonment provision is selfexecuting such that it occurs automatically upon the passing of threeyears without a step being taken by either party, and it is effective without court order. La.Code Civ.P. art. 561; Clark v. State Farm Mut. Auto. Ins. Co., 00-3010 (La. 5/15/01), 785 So.2d 779.

On appeal, Mr. Buelow, who is representing himself, makes several arguments as to why his dismissal on the grounds of abandonment was erroneous. First, he contends that he took action in furtherance of the prosecution of his claim which was sufficient to interrupt the three-year period found in La.Code Civ.P. art. 561. Specifically, Mr. Buelow asserts that a he filed a Notice of Deposition, and a subpoena to appear for said deposition was issued on September 23, 2014; therefore, the abandonment should be set aside. We find no merit to this contention.

As counsel for Mr. Roberts notes, before the Notice of Deposition was filed and the subpoena was issued, three years had already elapsed, and the Petition to Annul Judgment of Possession was automatically abandoned under La.Code Civ.P. art. 561. We agree and find the record establishes that, after the initial filing of the Petition to Annul the Judgment of Possession, three years elapsed without a step being taken in the prosecution of the case. Mr. Buelow’s subsequent action does

not serve to “revive” the action. Clark v. S. Tire Serv., Inc., 782 So.2d at 28; Murray, 102 So.3d 777.

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