Succession v. Berthelot

24 So. 2d 185
CourtLouisiana Court of Appeal
DecidedDecember 21, 1946
DocketNo. 2765.
StatusPublished
Cited by12 cases

This text of 24 So. 2d 185 (Succession v. Berthelot) 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 v. Berthelot, 24 So. 2d 185 (La. Ct. App. 1946).

Opinion

Plaintiff brought this suit against the executor of the above estate to recover the sum of $875 for nursing and attending the deceased, her father, from May, 1941, to the date of his death in May, 1944, with the exception of one month of said period. She alleges that her services were well worth the sum of $25 per month. The executor filed an answer to the petition in which *Page 186 he denied that plaintiff nursed her father as alleged and denied that she is a creditor of the succession. He averred that plaintiff lived with her father prior to his death and the latter paid the household expenses for himself, plaintiff and her husband, and paid plaintiff $10 per month, all of which more than compensated plaintiff for any services she rendered her deceased father. The executor also pleaded the prescription of one and three years.

The case proceeded to trial and after the testimony of plaintiff was heard, the executor filed an exception of no cause or right of action, based on the ground that plaintiff's testimony showed that during the time she rendered the services she was married to John Theriot. The exception was referred to the merits, and the trial of the case was proceeded with and concluded on February 9, 1945, whereupon the case was set down for argument on February 20th. On February 16th, John Theriot, plaintiff's husband, filed an intervention in the suit in which he alleged that he was interested in the outcome of the suit and desired to join with the plaintiff in asserting her claim; that the services which his wife rendered the deceased were performed during the existence of the community of acquets and gains existing between them; that his wife filed the suit with his full authority and under a verbal mandate from him to recover the amounts due the community; that, since the case had already been tried and in order that no delay might be caused, he submitted the matter on the record as made.

On the same day the plaintiff filed a supplemental and amended petition in which she alleged, in substance, that the amount due for her services was a community claim and that she filed the suit under a verbal mandate from her husband, and she annexed to her supplemental petition an affidavit of her husband verifying her statements.

The executor filed an exception to the intervention of the husband on the ground that it came too late and set forth no cause or right of action. He also filed an exception to the supplemental petition on the ground that it altered the substance of the demand and attempted to substitute another plaintiff.

The court overruled these exceptions and rendered a judgment against the executor for the amount claimed in favor of the plaintiff and her husband, "for the benefit of the community existing between them". The executor appealed from this judgment, and after the appeal was taken but before the bond was filed, answered the petition of intervention and the supplemental petition.

[1] The first question to decide is whether or not the exceptions filed by the executor should have been sustained. There is no question but that the claim sued on was a community asset, and the husband was the proper person to prosecute and recover the claim. From a strictly legal standpoint, the exception of no right of action filed by the executor at the conclusion of Mrs. Theriot's testimony should have been sustained and her suit dismissed, as it is obvious that, as the matter then stood, she had no right to stand in judgment in the collection of a community debt.

[2, 3] After the exception was referred to the merits and the trial concluded, the husband attempted to correct the situation by filing an intervention in the suit and joining his wife in asserting the claim. Assuming that the effort of the wife to amend her petition came too late and was unavailing, we think the intervention, under the circumstances, should be sustained. Articles 389 and 390 of the Code of Practice permit a third person who has an interest in the subject matter of the suit to intervene therein and join the plaintiff in claiming the same thing, or something connected with it. There is no restriction on the time this intervention may be filed just so it does not retard the principal suit. The intervenor must be always ready to exhibit his testimony. C.P. art. 391.

In this case the intervenor indicated a willingness to submit his intervention on the evidence in the record, and there was no occasion for the suit to be retarded. In fact, it was not delayed by the intervention as the judge decided the case on the same day that it would otherwise have been argued and submitted. Therefore, on the day that the matter was decided the trial judge had a right to consider the intervention, and to consider the husband in court asserting a claim due the community and submitted on evidence already in the record.

[4] The husband was bound by his judicial allegations in his petition, and if there was a claim due the husband as head of the community a payment to him by the executor would fully protect the executor. The executor was not prejudiced by the intervention *Page 187 as he has not shown, nor does it otherwise appear, that he had any defense to urge against the husband that he did not urge against the wife. From a strictly legal standpoint, if the trial judge found that the amount was due the community, the judgment should have maintained the intervention and granted judgment in favor of the intervenor and dismissed the suit of the wife. However, since the husband is a party to the suit and is bound by the judgment, the irregularity is of no importance.

Merits
The testimony shows that the deceased was an elderly man and had been declining for several years before his death. For the last three years of his life his health was bad requiring him to stay in his home most of the time. He was in need of attention, although he was not bedridden. He owned his home and appears to have had other means. He had a large number of children who were grown and had left home, except Mrs. Theriot who had married a few years before her father's death and lived in the house with her father and her husband. The household expenses were paid by the father, his daughter and her husband jointly, with no specific agreement as to how much each was to furnish. The father did buy at least one third of the groceries and supplies for running the house, and there is no question but that the daughter gave her father the service and attention due by a child to a sick parent.

[5] Services rendered by a son or daughter to a parent in the way of nursing and attention to the physical needs of the parent are presumed to be gratuitous. In the case of Farrar v. Johnson et al., 172 La. 30, 133 So. 352, 353, a son claimed remuneration out of the estate of the deceased father for nursing him and attending to his affairs during his illness, and the court in denying the son's claim for this service said: "There is always a presumption, when such services are rendered by a son or daughter to the parent, that the services are gratuitous; and the law will not allow compensation in such cases without proof of a promise or expressed intention on the part of the parent to pay for the services."

Neither the daughter nor her husband claims that the deceased made any specific promise to pay for the services of the daughter in attending him. The father paid a small amount to cover the automobile expense of Theriot in going to and from his work so that the daughter and her husband could stay at the home of the deceased and give him attention.

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Bluebook (online)
24 So. 2d 185, Counsel Stack Legal Research, https://law.counselstack.com/opinion/succession-v-berthelot-lactapp-1946.