Succession of Willie C. Burns

CourtLouisiana Court of Appeal
DecidedNovember 17, 2021
Docket54,168-CA
StatusPublished

This text of Succession of Willie C. Burns (Succession of Willie C. Burns) 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 Willie C. Burns, (La. Ct. App. 2021).

Opinion

Judgment rendered November 17, 2021. Application for rehearing may be filed within the delay allowed by Art. 2166, La. C.C.P.

No. 54,168-CA

COURT OF APPEAL SECOND CIRCUIT STATE OF LOUISIANA

*****

SUCCESSION OF WILLIE C. BURNS

Appealed from the Second Judicial District Court for the Parish of Claiborne, Louisiana Trial Court No. 10,731

Honorable Glenn Fallin, Judge

RITA KAY BACOT Counsel for Appellants, Annie Burns, Sharon ALAN PESNELL LAWYER, LLC Burns & Estelle Green By: William Alan Pesnell

OFFICES OF CHRIS L. BOWMAN Counsel for Appellees By: Chris Lane Bowman James Burns, Willie Colby L. Bowman Burns, & Tommy Burns Sean Nicholas Crain

KITCHENS LAW FIRM Counsel for Appellee By: Paul E. Kitchens Silver Burns

Before MOORE, PITMAN, and COX, JJ. MOORE, C.J.

Annie Burns, the putative wife of the decedent, appeals a judgment

that awarded her only 25% of the succession of the common husband, Willie

C. Burns, and found that two large certificates of deposit (totaling about

$300,000) were not part of the succession but belonged to Burns’s son

James. For the reasons expressed, we amend to specify the usufruct of the

putative and legal spouses, and otherwise affirm.

FACTUAL BACKGROUND

This contentious case began innocently enough. Burns died on June

1, 2015, at the age of 74. The next day, two of his sons, James and Willie

L., filed a motion and order to override the wishes of Annie, whom they

alleged to be the “spouse of Decedent,” and have an autopsy performed on

their father.

The day after that, Annie, alleging that she was the “surviving spouse

of the decedent,” filed a petition to open Burns’s succession. She alleged

that Burns had been married twice, first to Silver Cooper, from whom he

was divorced and by whom he had three children (Willie L., James, and

Tommy), and then to her, Annie, by whom he had two children (Sharon and

Estelle). She asked to be named administratrix and attached a detailed

descriptive list of community property including four developed lots in

Homer, La., and bank accounts at Regions, First Guaranty, and Chase

Banks, worth $500,000.

Simultaneously, James filed a motion to be named provisional

administrator of his father’s estate. He alleged that Burns was “never legally

divorced” from his mother, Silver, and, moreover, had executed a declaration of separation of property from Annie in 2003. In other words,

James felt that much of the property that Annie alleged to be “community”

was not. The district court appointed James and Sharon, his half-sister, as

independent co-administrators.

Burns’s first wife, Silver, then intervened asserting that she had

married him in 1959, had “never been lawfully divorced,” and was his legal

surviving spouse. In support, she attached three documents. First was a

petition of divorce filed in the Chancery Court of Columbia County,

Arkansas, on July 18, 1966, captioned “Sybia Ruth Burns v. W. C. Burns,”

with an affidavit signed by “Sybia Ruth Burns,” and a divorce decree dated

August 26, 1966; however, she alleged that her name is not “Sybia” and that

she never went by that name. Second was a petition for divorce filed in

Claiborne Parish on January 25, 1967, captioned “W.C. Burns v. Sylvia

Ruth Burns,” with a citation signed by “Sylvia Ruth Burns”; however, she

alleged that her name is not “Sylvia,” that she never went by that name, and

that this petition was never taken to judgment. Third was a report from

Robert G. Foley, a certified forensic handwriting analyst in Monroe, who

declared that the signatures of “Sybia” and “Sylvia” on the divorce papers

were not the handwriting of Silver; they were forgeries.

Soon after this, Sharon (the co-administrator and Burns’s daughter by

Annie) alleged that the day after their father’s death, when everybody was

rushing to the courthouse, James (the other co-administrator) had rushed to

First Guaranty Bank and cashed out a CD owned jointly by James and Burns

worth $150,000, and to Regions Bank and withdrawn from an account

owned jointly by James and Burns some $104,000 in cash. Sharon wanted

2 an order directing James to place all this money in the court registry until

ownership could be ascertained.1

THE FIRST HEARING

At a hearing in April 2017, the district court heard testimony from

Robert Foley, the handwriting expert, and received his forensic report, to the

effect that Silver’s signatures on all the 1966 and 1967 divorce papers were

forgeries.

Silver testified that in 1967, Burns told her he had gotten them a

divorce in Arkansas, so she remarried a man named Welcome Boyd, and had

two children with him; she later divorced Boyd, and then married a man

named Talton Kingsby; she was still living with Kingsby, but had got the

marriage annulled when she found out she was still legally married to Burns.

One of Silver’s daughters (by Boyd) corroborated her mother’s testimony.

Annie testified that she married Burns in 1970, but had been living

with him for four or five years prior to that. She knew that he had been

married to Silver, but believed they were divorced; she was still living with

Burns when he died in 2015.

The court ruled from the bench that it accepted the expert’s opinion

that the divorce papers were forgeries, and found that Silver and Burns were

never divorced. However, he added, Annie could still try to prove that she

was a putative spouse, under La. C.C. art. 96. The court rendered judgment

granting Silver’s intervention, and declaring that Silver and Burns were still

1 The appellate record does not show any ruling on this request, but the court later stated that the money was indeed in the registry, and Regions Bank entered a consent judgment to provide all its records to the parties. 3 legally married when he died and that the marriage between Annie and

Burns was an absolute nullity.

Annie promptly filed a motion to declare that even though her

marriage to Burns was an absolute nullity, she was in good faith when she

married him and was entitled to the status of a putative spouse, with all its

civil effects, under C.C. art. 96. Silver, of course, opposed this, contending

that Annie could not possibly be in good faith.

THE SECOND HEARING

At a hearing in September 2017, Annie testified, on cross-

examination, that she had only a fourth-grade education, and she was using

the rent proceeds from the couple’s houses to pay her living expenses.

Silver testified that she had known Annie since about 1966; Annie and

Burns had started a flirtatious romance at the Jitney Jungle (where Annie

shopped with her mother and Burns worked as a courtesy clerk) before he

was divorced from Silver; Sharon, Annie’s first daughter, would have been

conceived before she (Silver) separated from Burns; therefore, Silver

thought Annie must have been in bad faith.

On direct examination, however, Annie insisted that Burns had

assured her, multiple times, that he had divorced Silver after she “ran off

with a * * *.”2

The court ruled from the bench that Annie had no duty to go to the

clerk of court and verify Burns’s marital status, and that Annie was a reliable

witness. The court therefore declared her a putative spouse, and later

rendered judgment declaring her a good faith putative spouse.

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