Succession of Ramsey v. Ramsey

385 So. 2d 919
CourtLouisiana Court of Appeal
DecidedJune 10, 1980
Docket14195
StatusPublished
Cited by3 cases

This text of 385 So. 2d 919 (Succession of Ramsey v. Ramsey) 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 Ramsey v. Ramsey, 385 So. 2d 919 (La. Ct. App. 1980).

Opinion

385 So.2d 919 (1980)

SUCCESSION of Edwin Lamar RAMSEY, Kenneth William Mitcham, Provisional Administrator, Plaintiff-Appellee,
v.
Ray Samuel RAMSEY and James K. Ramsey, Defendants-Appellants.

No. 14195.

Court of Appeal of Louisiana, Second Circuit.

June 10, 1980.

*920 Meadors & Meadors by George H. Meadors, Homer, for plaintiff-appellee.

Smitherman, Lunn, Hussey & Chastain by W. James Hill, III, Shreveport, for defendants-appellants.

Before MARVIN, JASPER E. JONES and FRED W. JONES, JJ.

JASPER E. JONES, Judge.

Kenneth W. Mitcham, grandson of the decedent, Edwin Lamar Ramsey, sues for collation and an accounting to be made by Ray S. Ramsey and James K. Ramsey, sons of the deceased.

Edwin Ramsey died, leaving as his forced heirs his two sons and his grandson, who was forced heir by representation of his mother, the decedent's daughter. Prior to his death, decedent had donated to his sons a 1/3 interest each in a 168½ acre tract located in Claiborne Parish. Decedent retained the remaining 1/3 interest. Decedent died in 1977 in Texas leaving a valid will, which was admitted to probate in Texas and Louisiana. In this will, decedent left Kenneth $7,000 and left all remaining property to Ray and James. The 168½ acre tract in Claiborne Parish is the principal succession asset in Louisiana. Since the inter vivos donations were made in 1976, Ray and James have received oil and gas royalties from production attributable to their 2/3 interest in the tract. They have also been paid all royalties for their 2/3 interest from the decedent's death in 1977 up until the present. The royalties due for the decedent's 1/3 interest were also paid to Ray and James until February 1978 (gas) and March 1978 (oil). The payment of these royalties was suspended by the oil company following these dates and the funds have since been held by the oil company.

Plaintiff's suit sought to compel defendants to collate the property donated to them *921 by decedent and to account for all oil and gas royalties received by them since the time of the donations (May 1976). The suit was filed more than one year after the death of decedent.

Ray and James answered the petition admitting that collation was due but alleged that Kenneth's forced portion is 2/9ths (1/3 of 2/3) interest in decedent's succession and this is the total amount he is entitled to. Defendants alleged they desire to collate their donations by taking less in decedent's Louisiana succession, which could be accomplished, since the succession owns a 1/3 interest in the Louisiana property. The defendants further asserted that under LSA-C.C. Article 1515[1] plaintiff is not entitled to oil and gas royalties produced from his legitime until he made formal demand for his forced portion in June 1979.

The judgment appealed from recognized that Kenneth was entitled to a 2/9ths interest in the Claiborne Parish tract and to all oil and gas royalties attributable to the 2/9 ths interest in this land since decedent's death in September, 1977. The trial court also ordered Ray and James to render an accounting to plaintiff as Provisional Administrator of all oil and gas royalties they have received since decedent's death attributable to the 1/3 interest in the tract, which is the interest in the tract that belonged to the decedent at the time of his death.

Defendants appealed. Plaintiff neither appealed nor answered the appeal. Defendants assign no error to the provisions in the judgment recognizing plaintiff is entitled to a 2/9ths interest in the tract of land as his legitime and they recognize he is entitled to receive the oil and gas royalties from this interest from the date of the suit.

The issues on appeal are (1) whether Ray and James must account to plaintiff as Provisional Administrator, for all the oil and gas royalties they have received since decedent's death attributable to decedent's 1/3 interest in the land, and (2) whether Kenneth is entitled to the royalties accruing on his legitime (2/9ths interest in the land) since the date of decedent's death or whether he is only entitled to these funds from the date of his suit.

ARE DEFENDANTS REQUIRED TO ACCOUNT TO THE PROVISIONAL ADMINISTRATOR FOR ALL FUNDS RECEIVED FROM THE 1/3 INTEREST IN THE PROPERTY BELONGING TO THE SUCCESSION?

The decedent's will appointed Ray executor and he qualified as executor on October 5, 1977 in the Texas probate proceeding wherein the will was probated. In this proceeding he recognized that a Louisiana administration would be required.

"The property in Louisiana consists of real property including property under oil, gas and mineral production incidental to which ancillary administration will have to be later undertaken in Claiborne Parish, La."

A Louisiana succession proceeding is provided for a non-resident who dies leaving property situated in Louisiana by CCP 3401[2]. An executor who qualifies in a court outside of Louisiana may not act with respect to property situated in Louisiana until he qualifies as a succession representative in a court of competent jurisdiction in Louisiana. CCP 3402.[3] Kenneth qualified as provisional administrator of his grandfather's succession under the provisions of *922 CCP 3111[4] on April 14, 1978. Though defendants probated their father's will in Louisiana on November 13, 1979, after this suit was filed, Ray has never qualified in Louisiana as the succession representative.

Subject to exceptions not here applicable, a provisional administrator has the same duties and obligations as an administrator. CCP 3112.[5]

Kenneth, as succession representative, is entitled to possession of all succession property, including all revenues that it has produced as he has the duty to preserve them and deposit them in a bank account in his official capacity. CCP 3211[6], 3221[7], 3222[8].

Though the record does not establish that debts must be paid in connection with this succession, it seems abundantly clear that attorney's fees and taxes will have to be paid, which will require action by the provisional administrator. Ray's Texas probate proceedings recognized the necessity of a Louisiana ancillary administration. The provisional administrator is entitled to possession of the oil and gas royalties that were collected by these defendants, belonging to the succession.

Even if there were no debts to be paid and these defendants would eventually be entitled to the ownership of all the royalties collected by them on succession property, the succession representative is still entitled to possession of these funds until the defendants are recognized as owners of these funds and sent into possession of them by a judicial order. Simpson v. Colvin, 138 So.2d 438 (La.App. 3rd Cir. 1962).

There is no error in that part of the judgment appealed from recognizing the provisional administrator as being entitled to possession of all royalties produced from the 1/3 of the property belonging to the succession and requiring the defendants to account for the part of these funds collected by them and to turn over these funds to Kenneth Ray Williams, in his capacity as provisional administrator of the succession.

IS PLAINTIFF ENTITLED TO THE ROYALTY FUNDS PRODUCED FROM HIS LEGITIME FROM THE DATE OF HIS GRANDFATHER'S DEATH OR ONLY FROM THE DATE OF HIS SUIT?

The decedent bequeathed unto his two sons his remaining one-third interest in the *923 land on which there was mineral production.

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385 So. 2d 919, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-ramsey-v-ramsey-lactapp-1980.