Succession of Walker

533 So. 2d 70, 1988 La. App. LEXIS 1995, 1988 WL 103157
CourtLouisiana Court of Appeal
DecidedOctober 5, 1988
Docket87-660
StatusPublished
Cited by14 cases

This text of 533 So. 2d 70 (Succession of Walker) 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 Walker, 533 So. 2d 70, 1988 La. App. LEXIS 1995, 1988 WL 103157 (La. Ct. App. 1988).

Opinion

533 So.2d 70 (1988)

SUCCESSION OF Salter WALKER.

No. 87-660.

Court of Appeal of Louisiana, Third Circuit.

October 5, 1988.
Rehearing Denied November 21, 1988.
Writ Denied January 27, 1989.

*71 James Lynn Davis, Many, for plaintiffappellant.

Kenneth Simmons, Elizabeth Pickett, Many, for defendant-appellee.

Before DOMENGEAUX, KNOLL and KING, JJ.

DOMENGEAUX, Judge.

On October 25, 1985, decedent, Salter Walker, died intestate, survived by three brothers, three sisters and three nieces and nephews (children of a deceased brother). Plaintiff, Helen Walker Salley, and defendant, J.C. Walker, are two of these surviving siblings. Helen Walker Salley, in her capacity as administratrix of her brother's estate, brought this suit against J.C. Walker to recover approximately Thirty-one Thousand ($31,000.00) Dollars which the decedent gave to J.C. Walker in the form of a certified cashier's check on the day before his death. The administratrix later amended her petition to add as defendants Sarah and Charles Pilcher, J.C. Walker's daughter and son-in-law, alleging that the Pilchers were now in possession of the Thirtyone Thousand ($31,000.00) Dollars. Defendant, J.C. Walker, filed a reconventional demand claiming malicious prosecution and asking for damages.

Regarding the initial demand, the District Court ruled in favor of the defendant, J.C. Walker, holding that the transfer of funds constituted a valid manual gift from the decedent and hence, did not have to be returned to the decedent's estate. Additionally, the Trial Court dismissed the plaintiff's suit against Sarah and Charles Pilcher and dismissed J.C. Walker's counterclaim for malicious prosecution.

*72 The administratrix has appealed the Trial Judge's ruling that the transfer to J.C. Walker was a valid manual gift. The defendant, J.C. Walker, has answered the appeal and, additionally, appealed the Trial Judge's dismissal of his suit for malicious prosecution.

FACTS

On October 25, 1985, decedent, Salter Walker died intestate in Shreveport, after a lengthy illness. The decedent had never been married, had no children and his parents had predeceased him. In the preceeding year, on July 6, 1984, Salter Walker sold fifty-four acres of land he owned in Sabine Parish to two of his nephews for Fifty-four Thousand ($54,000.00) Dollars. The nephews were the sons of the administratrix, Helen Walker Salley. After the act of sale was completed, Salter Walker asked his brother, J.C. Walker, to accompany him to the DeSoto Federal Savings & Loan in Many, Louisiana, where Salter Walker proceeded to open two accounts. The first account was a checking account issued under the name "Salter Walker" and in which he deposited Twenty Thousand ($20,000.00) Dollars. Salter Walker then obtained a certificate of deposit in which he placed the remaining Thirty-four Thousand ($34,000.00) Dollars. The name on the certificate of deposit was "Salter Walker or J.C. Walker" and both Salter Walker and J.C. Walker's signatures appear on the savings and loan's authorized signature card. When questioned at trial as to the ownership of the Thirty-four Thousand ($34,000.00) Dollars, J.C. Walker stated that, at this time, he believed the Thirty-four Thousand ($34,000.00) Dollars was Salter's money and that he had no ownership interest therein, despite his name on the C.D.

In September, 1985, J.C. Walker pledged the certificate of deposit to secure a loan of Three Thousand One Hundred ($3,100.00) Dollars in order to pay the federal and state taxes Salter Walker owed from the land sale. J.C. Walker's name appears on the bank's records as the pledgor of the C.D. At the trial, Mr. Gary L. Stinke, a CPA hired by Salter Walker in September, 1985, verified the use of this amount for the payment of Salter Walker's taxes.

On Thursday, October 3, 1985, Salter Walker was admitted to the Veterans Administration Hospital in Shreveport. On the following Wednesday, Sarah Pilcher, J.C. Walker's daughter, visited Salter Walker in the VA hospital. It was during this visit that she claimed Salter Walker first asked her to cash the C.D. in the DeSoto Savings & Loan and to give the proceeds to her father. She testified that Salter Walker stated to her that he did not want his other brothers and sisters to have any of this money as they were very critical of his drinking habit. She told him that she could not obtain the cash as she had no authorization by the bank to remove the money from the account. He then asked her to call her father and have him withdraw the cash.

At this time, J.C. Walker was vacationing in Colorado. He periodically telephoned his daughter to keep apprised of his brother's health. At the next telephone call, on October 13, 1985, Sarah informed her father of her uncle's wish to cash the C.D. Also, the doctors had told Sarah that Salter's health was stablizing, and had indicated that he could possibly go home by the next weekend. Due to this prognosis, Sarah informed her father that Salter's condition was not critical.

On October 18, 1985, Salter's condition worsened. Soon thereafter, Sarah informed her father of Salter's decline and of his now often repeated request that J.C. cash the C.D. J.C. Walker returned to Louisiana the next day, Monday, October 21, 1985. On Wednesday, he went to the DeSoto Savings & Loan and obtained a cashier's check in the amount of Thirty Thousand One and 14/100 Dollars ($30,001.14), made to the order of "Salter Walker or J.C. Walker". On the same day, J.C. visited Salter in the hospital but Salter was incoherent. On Thursday, Salter was coherent and J.C. spoke to him about the check. J.C. showed Salter the check and asked Salter what he wished to be done with it. Salter told J.C. that he wanted J.C. to keep the money. Salter died on the *73 following evening, Friday, October 25, 1985. On Saturday morning, J.C. opened a new checking account in the Bank of Commerce in Shreveport and deposited the cashier's check. The checking account was in the name of "J.C. Walker". J.C. paid for Salter's burial expenses from this account and, a week later, withdrew the balance. He then gave the cash to his daughter Sarah for safekeeping in Sarah's safety deposit box. After the Pilchers were added as co-defendants, the Pilchers returned the money to J.C. who was in possession of it as of the trial on this matter.

The Trial Judge found that the cash belonged to J.C. Walker as Salter donated the money to him through a valid manual gift. He dismissed the suit against the Pilchers and dismissed J.C. Walker's countersuit against the estate for malicious prosecution.

As stated above, plaintiff, Helen Walker Salley, in her capacity as administratrix of Salter Walker's estate and the defendant, J.C. Walker, have each appealed the Trial Judge's ruling against them.

INTER VIVOS DONATION

Initially, we note that the Trial Judge ruled that Salter Walker had donative intent when he gave the certified cashier's check to J.C. Walker. The Trial Judge apparently believed the testimony of J.C. Walker and his daughter Sarah Pilcher regarding the donor's intent. This was a factual determination based on the witness' credibility. Reviewing Courts must give great weight to the conclusions of the trier of fact, and should not disturb the reasonable evaluations of credibility and reasonable inferences of fact in absence of manifest error. Henry v. State Farm Mut. Auto. Ins. Co., 465 So.2d 276 (La.App. 3rd Cir.1985). We find no manifest error in this determination, and hereby affirm this factual finding.

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Bluebook (online)
533 So. 2d 70, 1988 La. App. LEXIS 1995, 1988 WL 103157, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-of-walker-lactapp-1988.