Taylor v. Taylor

739 So. 2d 256, 1999 WL 487035
CourtLouisiana Court of Appeal
DecidedJune 25, 1999
Docket97 CA 1565
StatusPublished
Cited by3 cases

This text of 739 So. 2d 256 (Taylor v. Taylor) 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
Taylor v. Taylor, 739 So. 2d 256, 1999 WL 487035 (La. Ct. App. 1999).

Opinion

739 So.2d 256 (1999)

Johnny C. TAYLOR
v.
Sheila Maulding TAYLOR.

No. 97 CA 1565.

Court of Appeal of Louisiana, First Circuit.

June 25, 1999.

*257 Penrose C. St. Amant, St. Amant & St. Amant, Gonzales, for Plaintiff-Appellee Johnny C. Taylor.

Helen M. Edgington, Baton Rouge, for Defendant-Appellant Sheila Maulding Taylor.

Before: LeBLANC, FOGG, and PARRO, JJ.

*258 PARRO, J.

Sheila Maulding Taylor appeals a judgment dismissing her reconventional demand for reimbursement of all or a portion of the mortgage payments she paid on property that was the family home during her marriage to Johnny C. Taylor. Finding legal error in the trial court's application of the law, we reverse and render.

BACKGROUND

Johnny C. Taylor (Johnny) and Sheila Maulding Taylor (Sheila) were married in October 1978 and judicially separated in January 1985. During their marriage, the home in which they and their son lived was Johnny's separate property. Some time after their judicial separation, Johnny executed an act of cash sale to Sheila that stated he conveyed full ownership of the home to her. An unrecorded counter letter was executed contemporaneously with the act of sale, stating that the purported sale was in fact a donation of an undivided one-half interest in the subject property.

In an attempt to resolve the ownership interest in this property, Johnny filed a petition to reform the act of cash sale. Both parties agreed at trial that the intent had been to donate only an undivided one-half interest to Sheila. Based on the evidence presented, the trial court ordered the reformation of the act of cash sale to reflect that Johnny transferred an undivided one-half interest in the property to Sheila. This portion of the judgment was not challenged. Rather, Sheila appealed and assigned as error the trial court's ruling pertaining to her reconventional demand.[1]

Johnny stipulated that Sheila paid all the mortgage notes on the house after they separated, and he did not contribute any portion of those payments. He testified that he transferred an undivided one-half interest to Sheila after they separated, because she needed a place to live with their son, Robbie, and she would be more comfortable with the situation if she had an ownership interest in the house. His understanding was that Sheila and Robbie would live in the house, "rent-free," and she would pay the mortgage note. When Robbie reached age eighteen, they would sell the house, and Johnny would get one-half the equity from the sale proceeds. Johnny said he never agreed to pay all or part of the mortgage payments, and Sheila never asked him for these payments.

Sheila testified that after they separated, she was ready to pack up and move with Robbie to another place, because she had no control over the home and Johnny continued to come and go as he pleased whenever his construction job allowed him to be in the area. At this point, Johnny decided to convey a one-half interest to her so she would stay there, with the understanding that he would eventually get his one-half share of the equity in the home. However, she testified she also understood that, in order to retain his one-half interest in the home, Johnny would pay one-half the mortgage payments. These payments would serve as a portion of his child support, in addition to the court-awarded support of $100 per month. She stated:

Well, if Johnny had been paying half the house note and I was paying half the house note, that's actually both of us providing a home for Robbie. The other $100 was what I considered fair for the rest of taking care of him during the month. So this was all consideration over raising Robbie and what it takes to *259 raise a child. Plus, I thought he was getting a deal because most fathers have to pay child support [and] at the end of 18 years, they don't get anything back. [Johnny] was going to get half of whatever we sold the house for. So it was like, you know, he didn't have any way of losing, you know?

Sheila indicated this understanding was based on conversations she had with Johnny concerning their support arrangement for Robbie. However, Johnny never paid either the mortgage note or the monthly support; she continued paying the mortgage note because if she had not, the bank would have foreclosed. She eventually obtained a judgment for a portion of the past-due child support, and in her reconventional demand in this suit, requested reimbursement for one-half the mortgage payments she had made over the years. In the alternative, if the court did not recognize her one-half interest in the property, she sought reimbursement of the full amount of those payments.

The documentary evidence introduced at trial included the act of cash sale dated September 25, 1986, in which Johnny purportedly transferred full ownership of the subject property to Sheila for $2,000. The act of cash sale also states, "Buyer is aware that there are two mortgages encumbering this property."[2] There is no assumption by Sheila of any mortgage in the document. The counter letter of the same date was also in evidence. It stated that the conveyance executed that same day purportedly transferred an "undivided one-half (½) interest in and to" the subject property, and further stated that in fact, "the said transfer was a donation," and the recited $2,000 consideration was not paid. Also in evidence was an act of cash sale showing Johnny acquired the property in January 1972, and a copy of a special mortgage and vendor's lien dated June 16, 1978, in which Johnny granted a mortgage in favor of Ascension Savings and Loan Association.[3] Sheila did not sign this document. The parties stipulated that Sheila paid all the mortgage payments beginning in November 1984, after the parties physically separated.

In written reasons for judgment, the trial court gave a statement of applicable law, as follows:

One who asserts an obligation has the burden of establishing it. Where a party asserts an obligation which is not reflected in the written instrument executed by the parties, the burden of proof rests upon the one asserting such an allegation to establish the same by "clear and convincing proof."

The court concluded, based on this law:

There was no evidence presented, other than [Sheila's] statement, that [Johnny] was to pay one-half of the house note. At the time of the transfer, [Johnny] had an equity interest in the home of about $30,000.00. [Sheila] has benefited by the transfer in that she now owns a one-half interest in [Johnny's] separate property. Additionally, she has been living in the home without having to pay [Johnny] any rent as it relates to his one-half interest. The Court finds it hard to believe that [Johnny] would transfer one-half interest in his separate property to [Sheila] and at the same time agree to pay one-half of the house note and allow her to stay in the home rent free.

Applying this reasoning, the court denied Sheila's reconventional demand for reimbursement of any portion of the mortgage payments. In this appeal, Sheila alleges this decision was based on an incorrect application of the law.

*260 STANDARD OF REVIEW AND APPLICABLE LAW

Appellate review of questions of law is simply to determine whether the trial court was legally correct or legally incorrect. See O'Niell v. Louisiana Power & Light Co., 558 So.2d 1235, 1238 (La.App. 1st Cir.1990); Minor v. Casualty Reciprocal Exchange, 96-2096 (La.App.

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Cite This Page — Counsel Stack

Bluebook (online)
739 So. 2d 256, 1999 WL 487035, Counsel Stack Legal Research, https://law.counselstack.com/opinion/taylor-v-taylor-lactapp-1999.