Taylor v. Brown

66 So. 2d 578, 223 La. 641, 1953 La. LEXIS 1344
CourtSupreme Court of Louisiana
DecidedJune 1, 1953
Docket41006, 41046
StatusPublished
Cited by10 cases

This text of 66 So. 2d 578 (Taylor v. Brown) is published on Counsel Stack Legal Research, covering Supreme Court of Louisiana primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Taylor v. Brown, 66 So. 2d 578, 223 La. 641, 1953 La. LEXIS 1344 (La. 1953).

Opinion

McCALEB, Justice.

Esther Warren Taylor, one of the surviving daughters of Louis Warren, a colored man who died intestate on November 27, 1945, brought this suit to annul the sale by her father, on April 10, 1945, of a parcel of real estate situated in Square 101 of Suburb South Baton Rouge to .another daughter, Thelma Warren Brown, for a stated consideration of $915.69. The conveyance is assailed mainly on the ground that it was, in reality, a donation in disguise violative of Article 2444 of the LSA-Civil Code in that the price paid by Thelma Brown was less than one-fourth' of the value of the property at the time of the sale and that, furthermore, it is an absolute nullity under Article 1497 of the LS-A-Civil Code because it was a donation omnium bonorum. Alternatively, it is pleaded that, in the event it is found that the purported sale is valid, then collation of the advantage received by Thelma Brown should be ordered under Article 1248 of the LSA-Civil Code inasmuch as the sale was made to her for a very low price.

Irma Warren Nelson, another daughter o.f Louis Warren, aligning herself with plaintiff, intervened in the 'suit and prayed for the same relief.

Thelma Brown and her husband, Eddie Brown, who is also joined as a defendant, resisted the claims, contending that the expressed consideration in the deed was adequate and that the conveyance was made for a further consideration, consisting of domestic services performed by Thelma to her father during his lifetime, thus rendering the transfer valid as a remunerative or onerous donation. In the alternative, it was asserted that, should the conveyance be declared null, defendants are entitled to recover from plaintiff and inter.venor a sum totalling $16,674.06, representing the value of the improvements made to the property, the expenses incurred by defendants for and on account of the upkeep of the deceased father and recompense for services rendered to him.

After a trial on the merits of the cáse, the district judge dismissed plaintiff's suit. He was of the opinion that the property was not worth over $2,500 at the time of the sale and that, consequently, the con *645 veyance' was not a disguised donation as the price was not below one-fourth of its then value. This conclusion was reached after considering the evidence of four real estate experts of Baton Rouge who gave estimates, ranging from $1,600 to $3,500, respecting the value of the property at the time of the transfer.

Subsequently, the judge granted a rehearing and appointed another expert, Mr. C. J. Brown, to appraise the property. In due course, this witness reported that the value of the property in April 1945 was $4,650.38. Upon receiving this appraisal, the judge changed his mind and accepted the valuation of Mr. Brown as correct. But, nonetheless, he decided in favor of defendants, being convinced that the full consideration for the transfer had not been stated in the deed and that Thelma Brown had rendered services to her father during his lifetime which, when added to the consideration stated in the act, far exceeded the sum of $4,650.38, the value placed upon the property by Mr. Brown.

Plaintiff and intervenor prosecuted separate appeals from the adverse decision. The appeals have been consolidated as they present the same issue.

It will be seen from the foregoing statement that the initial question for disposition is whether the consideration for the sale was less than one-fourth of the value of the property at the time of the conveyance — for, as we have stated, the primary attack upon the transfer is that it is viola-' tive of Article 2444 of the LSA-Civil Code, which reads:

“The sales of immovable property made by parents to their children, may be attacked by the forced heirs, as containing a donation in disguise, if the latter can prove that no price has been paid, or that the price was below one-fourth of the real value of the immovable sold, at the time of the sale”.

A careful perusal of the record has convinced us that the judge was originally correct when he concluded that the sale was not a disguised donation inasmuch as the price given was in excess of one-fourth of the value of the property on April 10, 1945., And this, notwithstanding the contrary opinion of the realtor, appointed by the court on rehearing, whose appraisal is far out of line with the estimates of all other experts in the case. Indeed, we wonder why the judge accepted as correct the uncorroborated high value placed by this witness upon the property unless it be that he felt that, since plaintiff’s suit must fail because defendants had established an additional consideration for the sale by parol evidence, no harm would ensue by the concession of the matter of value in' plaintiff’s favor. However, in considering the parol evidence offered by defendants to show an unstated cause, the judge apparently failed to examine the problem respecting the admissibility of this type of proof (timely objection having *647 been made) which was tendered, not for the purpose of explaining the consideration stated in the act, but for the object of going beyond the recitals thereof and proving an additional consideration. 1 It is, of course, unnecessary that we decide the question of the reception of the testimony in view of the conclusion we have reached.

The evidence shows that Louis Warren built a house in the early 1920s on two lots of ground owned by him, measuring each 40 feet on West Grant Street in Square 101 of South Baton Rouge, which is near Louisiana State University. At that time, Warren and his wife had four children. His wife and one of the children died in 1933 and, in the same year, Jefferson Homestead Association foreclosed a mortgage it held upon the property. However, in 1935 Warren was able to repurchase the premises from the Home Owners’ Loan Corporation by assuming the unpaid balance due on his loan with Jefferson Homestead Association, amounting to $1,063.50. Following the death of his wife and one of the children, plaintiff and intervenor, the oldest and youngest of the three surviving children, married and left their father’s house to live with their respective spouses. However, defendant, Thelma Brown, who was married in 1939, remained with her father on the property until his death in November of 1945. On April 10th of that year, Warren conveyed to Thelma the property in question for the stated consideration of $120 cash and the assumption by her of the balance due on the mortgage to the Home Owners’ Loan Corporation amounting to $795.69, or a total of $915.69. At the time of the conveyance, the property fronted on a gravel-led street and was not supplied with sewerage by the City of Baton Rouge. Further, the general condition of the house, which contained six rooms, was not good; it was in need of a new roof; the exterior and *649 woodwork needed paint; the floors were not sanded; the interior required repapering; the galleries were in a state of disrepair; the door and window screens were broken; there was no bathroom equipment or fixtures, no sink or cabinets in the kitchen and the occupants were served by an outside privy.

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Bluebook (online)
66 So. 2d 578, 223 La. 641, 1953 La. LEXIS 1344, Counsel Stack Legal Research, https://law.counselstack.com/opinion/taylor-v-brown-la-1953.