Wenk v. Anisman

30 So. 2d 567, 211 La. 641, 1947 La. LEXIS 785
CourtSupreme Court of Louisiana
DecidedApril 21, 1947
DocketNo. 38318.
StatusPublished
Cited by12 cases

This text of 30 So. 2d 567 (Wenk v. Anisman) 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
Wenk v. Anisman, 30 So. 2d 567, 211 La. 641, 1947 La. LEXIS 785 (La. 1947).

Opinion

HAMITER, Justice.

Mrs. Herbert Wenk, Jr., the undertutrix of the minors Allen Carr Benoit and Margaret Mae Benoit, instituted this suit to recover on behalf of those minors an undivided one-half interest in two lots, with improvements thereon, in the City of Shreveport, and also to obtain the erasure and cancellation from the records of Caddo Parish certain mortgages and judgments insofar as they affect and encumber such interest. Those impleaded as defendants were the Louisiana Real Estate and Development Company, Morris Anisman, Jake G. Levy, the Pioneer Industrial Bank, the Commercial National Bank in Shreveport, and Richard LeRoy Benoit, the latter being the duly appointed and qualified natural tutor of the mentioned minors.

The district court, after a trial of the merits, rendered judgment in favor of plaintiff, and from it all of the defendants, except the minors’ tutor, appealed.

As to the facts and circumstances giving rise to the litigation, the record discloses that on September 27, 1944; the defendant tutor, invoking the provisions of Act 209 of 1932, petitioned the First Judicial District Court of Caddo Parish for authority to sell to himself individually, at private sale and for a cash consideration of $7,500, his wards’ undivided one-half interest in the property in question, he then owning the other one-half interest. Also filed on the same date, as a part of the proceedings, were a report of duly appointed and sworn appraisers, in which they valued the minors’ interest at $6,000, and the written consent of the undertutrix to the proposed sale. On this showing, the court, in a formal judgment, ordered that a family meeting be dispensed with, authorized the making of the sale, and empowered the tutor to execute on behalf of the minors an “act of conveyance of said property to himself as purchaser by customary deed in accordance with this decree.” The tutor’s execution of the deed, evidencing the purported sale and reciting the payment of a cash consideration of $7,500, followed immediately the signing of that judgment.

*646 The next day (September 28, 1944) Benoit (the minors’ tutor) executed and caused to be recorded in the mortgage records of Caddo Parish, a special mortgage affecting the entire property, it being in favor of any future holder and in the principal amount of $3,000. The mortgage recited that it was given to secure the payment of one note for that amount, dated with the act, payable to the order of the mortgagor and endorsed by him in blank for the purpose of negotiation, due three years after date, and bearing interest at the rate of six per cent per annum from date until paid. Instead of giving only one note as recited in the act, however, the mortgagor executed four identical notes of the above description, and he negotiated them to the defendants Morris Anisman, Jake G. Levy, the Pioneer Industrial Bank, and the Louisiana Real Estate and Development Company, respectively. Each note so negotiated purports to have been paraphed by the notary before whom the act of mortgage was passed.

Subsequently, there occurred an unauthorized cancellation of that $3,000 mortgage from the records of Caddo Parish, and on February 5, 1946, Benoit placed of record, against the entire property, another mortgage in the principal amount of $5,000. The note purportedly secured by this mortgage was negotiated to the Commercial National Bank in Shreveport, a defendant herein.

On April 10, 1946, Morris Anisman, Jake G. Levy, the Pioneer Industrial Bank and the Louisiana Real Estate and Development Company obtained a judgment, through appropriate proceedings conducted against Benoit and on confirmation of default, annulling and setting aside the unauthorized cancellation of the $3,000 mortgage of September 28, 1944, and ordering rhat- such mortgage be amended and reformed so' as to secure all of the four notes (held by the respective mortgagees) for the total principal amount of $12,000. Also on that day there was a judgment rendered in another suit, on confirmation of default, in favor of the Commercial National Bank in Shreveport and against Benoit for $5,000, interest and attorney’s fees, with recognition-of a special lien and privilege on the property in question.

Meanwhile, on April 6, 1946, the instant suit was brought, as before stated, by Mrs. Wenk, for and on behalf of' the minors whom she represented as undertutrix. During the trial there was introduced (1) documentary evidence in proof of the facts and circumstances recited above, (2) testimony of the chief deputy clerk of the First Judicial District ’ Court of Caddo Parish showing that Benoit had never recorded any extract of inventory or special mortgage securing the property rights of the minors, and (3) a stipulation of counsel reading as follows:

“In this case it is agreed by and, between counsel for the plaintiff and defendants, *648 respectively, that the defendant, Richard Le-Roy Benoit, carried no bank account in his name as Tutor for the minors, Margaret Mae Benoit and Allen Carr Benoit, in any of the banks situated in the City of Shreveport, from September 27, 1944, up to the date of the filing of this suit.

“It is further agreed between the parties that Richard LeRoy Benoit, if produced and sworn in open court, would testify that he did not pay to the said minors the sum of $7,500, or any part thereof, recited as the consideration of that certain deed executed by him as Tutor to himself individually conveying or attempting to convey the property described in Article 3 of plaintiff’s petition.

“It is further agreed by the parties that 'the defendants contend that the facts herein agreed are immaterial, irrelevant and incompetent and the right of the defendants to object to the use of this evidence on trial of this case is specifically reserved to them, it being understood that the facts agreed upon herein shall be used only in the event the Court shall be of the opinion that the same are admissible in evidence.”

At the conclusion of the trial the district court decreed to be null, void and of no effect the deed dated September 27, 1944, which purported to convey the undivided one-half interest of the minors to their tutor. Also it ordered cancelled and erased from the mortgage records of Caddo Parish 'he above described mortgages and judgments insofar as they affected the interest of the minors.

As correctly stated by counsel for appellants (all defendants except Benoit), the question presented by this litigation is purely one of law, namely: Did the tutor of the minors, who was a co-owner of the property involved, have the legal right to purchase in the manner above described the minors’ undivided one-half interest?

It is the contention of the appellants that Act 209 of 1932, specifically Section 8 thereof, authorizes such a purchase, and that all of the statutory requirements were fully complied with by the purchaser. The statute, according to its title, purposes: “To regulate the private sale of property belonging wholly or in part to a minor or to an interdict.” Sections 1, 2, 3 and 4 thereof provide the procedure for such a sale of the property, either in its entirety or in indivisión, when it is to the advantage of the minor or interdict.

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Bluebook (online)
30 So. 2d 567, 211 La. 641, 1947 La. LEXIS 785, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wenk-v-anisman-la-1947.