Succession of Robert Gunter
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Opinion
STATE OF LOUISIANA COURT OF APPEAL, THIRD CIRCUIT
CA 05-1122
SUCCESSION OF ROBERT GUNTER
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APPEAL FROM THE NINTH JUDICIAL DISTRICT COURT PARISH OF RAPIDES, NO. 35,343 HONORABLE BENJAMIN CLYDE BENNETT, DISTRICT JUDGE
BILLY HOWARD EZELL JUDGE
Court composed of Sylvia R. Cooks, Billy Howard Ezell, and James T. Genovese, Judges.
AFFIRMED.
Richard E. Lee Attorney at Law 810 Main Street Pineville, LA 71360 (318) 448-1391 Counsel for Appellants: Glenn Edward Belgard Johnna Sue Haynes Belgard Ricky L. Sooter Attorney at Law P. O. Drawer 1791 Alexandria,, LA 71309-1791 (318) 445-3631 Counsel for Appellee: Estelle Wiggins Gunter Ryder
Zebulon M. Winstead Provosty, Sadler, deLaunay P. O. Drawer 1791 Alexandria, LA 71309-1791 (318) 445-3631 Counsel for Third-Party Appellee: Ricky L. Sooter EZELL, JUDGE.
This appeal presents the issue of the right of parties to demand annulment of
a judgment of possession rendered in a succession proceeding when they are neither
heirs nor creditors. For the following reasons, we affirm.
FACTS
Estelle Wiggins Gunter a/k/a Estelle Wiggins Gunter Ryder (hereinafter
referred to as Ms. Ryder) filed a petition to probate a statutory will and for possession
on August 4, 2004. Her husband Robert Gunter died on January 24, 1958, but no
succession had been opened until the filing of this petition. A judgment of possession
was signed on August 4, 2004.
Subsequently, on August 23, 2004, Glenn and Johnna Belgard filed a petition
to annul the probated testament and judgment of possession, asserting that the will
was not a legally-proper statutory will. The only interest the Belgards had in the
probate proceedings was their claim that they had an interest in two tracts of land
which were listed in the judgment of possession. The Belgards’ petition stated that
the possession and ownership of the tracts of land were being litigated in two other
suits. In addition to Ms. Ryder, her attorney, Ricky L. Sooter, was named a defendant
in the petition.
Both Ms. Ryder and Mr. Sooter filed exceptions of no cause of action, no right
of action, and prematurity. A hearing was held on October 11, 2004. Judgment
granting the exceptions on behalf of Mr. Sooter was signed on October 22, 2004.
Judgment granting the exception of no right of action on behalf of Ms. Ryder was
signed on June 20, 2005. The Belgards appealed the judgments.
1 LAW AND ANALYSIS
This case was recently addressed by this court in Ryder v. Belgard, 05-452
(La.App. 3 Cir. 11/2/05), 915 So.2d 408. That appeal involved a judgment of the
lower court in a petitory action declaring Ms. Ryder to be owner of one of the tracts
of land. In addition to appealing the trial court’s decision regarding ownership of the
land, the Belgards appealed the trial court’s failure to find the judgment of possession
in the succession proceeding null and void “due to the fact that Robert’s testament
failed to satisfy the requirements for a nuncupative will by public act.” Id. at 414.
Citing LeGlue Buick, Inc. v. Smith, 390 So.2d 262 (La.App. 3 Cir. 1980), this court
ruled that the Belgards could not attack Mr. Gunter’s will collaterally.
The case before us now involves a direct attack on Mr. Gunter’s will in the
succession proceeding itself, asking that the judgment of possession be annulled.
La.Code Civ.P. art. 2931. Therefore, we will address the merits of the Belgards’
claim regarding the trial court’s decision to grant Mr. Sooter’s and Ms. Ryder’s
exceptions of no right of action.
The trial court granted exceptions of no right of action on behalf of both Mr.
Sooter and Ms. Ryder. Article 681 of the Louisiana Code of Civil Procedure provides
that “an action can be brought only by a person having a real and actual interest
which he asserts.” An exception of no right of action is used in order to determine
whether a plaintiff belongs to a class of individuals to which the law grants the cause
of action advanced. Reese v. State Dept. of Pub. Safety, 03-1615 (La. 2/20/04), 866
So.2d 244. In considering the exception, the court determines “whether the particular
plaintiff has a right to bring the suit, but it assumes that the petition states a valid
cause of action for some person and questions whether the plaintiff in the particular
case is a member of the class that has a legal interest in the subject matter of the
2 litigation.” Id. at 246.
The Belgards seek to have the judgment of possession annulled alleging that
the statutory testament is void ab initio, has no existence in law, and can be attacked
by anyone against whom it is sought to be enforced. They claim the will is void ab
initio due to the fact that at the time the will was executed a statutory testament could
be executed only by an individual who could sign his name, and Mr. Gunter signed
the will with an “X.”
In finding that an ex-wife had no right of action to annul a testament the fourth
circuit stated:
Appellant is not an heir or legatee of the deceased by means of any law or other purported testament. If the probated testament were annulled, there being no other purported testament, then decedent’s estate would devolve under our laws of intestacy. If decedent was declared to have died intestate because his only testament was declared invalid, appellant would not be among those persons who would inherit from the deceased’s estate.
Succession of Moran, 485 So.2d 623, 625 (La.App. 4 Cir.), writ denied, 488 So.2d
204 (La.1986).
In Succession of Gardiner, 366 So.2d 1065 (La.App. 3 Cir.), writs denied, 366
So.2d 154, 156 (La.1979), this court recognized the right of a legal heir to contest the
validity of a will. This court reasoned that a legal heir who would inherit, or share
in the inheritance, if a will was declared null, had a right of action to contest the
validity of the testament.
In Guidry v. Dufrene, 96-194 (La.App. 1 Cir. 11/8/96), 687 So.2d 1044, the
court held that the father of an heir who had never been married to the mother may
have an interest in the assets of the mother’s succession, but had no interest in the
succession itself. The first circuit held that the father had no standing to assert an
action for nullity of the judgment of possession.
3 A similar situation exists in this case. While the Belgards may have an interest
in the property that is part of the succession proceedings, they have no interest
whatsoever in the succession of Robert Gunter. We, therefore, agree with the trial
court’s decision to grant the exceptions of no right of action filed by both Mr. Sooter
and Ms. Ryder.
For the foregoing reasons, we affirm the judgment of the trial court sustaining
the exceptions. Costs of this appeal are assessed to Glenn and Johnna Belgard.
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