West v. West

475 So. 2d 56
CourtLouisiana Court of Appeal
DecidedAugust 21, 1985
Docket17080-CA
StatusPublished
Cited by5 cases

This text of 475 So. 2d 56 (West v. West) 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
West v. West, 475 So. 2d 56 (La. Ct. App. 1985).

Opinion

475 So.2d 56 (1985)

Rex WEST, Plaintiff-Appellant,
v.
Oran H. WEST, Defendant-Appellee.

No. 17080-CA.

Court of Appeal of Louisiana, Second Circuit.

August 21, 1985.
Rehearing Denied September 20, 1985.
Writ Denied November 15, 1985.

*57 Kidd & Kidd by Paul Henry Kidd, Jr., Monroe, for plaintiff-appellant.

Truett West, Farmerville, for defendant-appellee.

MARVIN, JASPER E. JONES and FRED W. JONES, JJ.

FRED W. JONES, Jr., Judge.

This family dispute comes to us on appeal from a judgment nullifying an exchange deed which allegedly dealt in the succession of a living person. Upon review of the stipulated facts, the "exchange deed", and various acts of ratification, we reverse for the following reasons.

During their marriage, Furman West and Mollie West, parents of the litigants, acquired a tract of land consisting of approximately 270 acres. Furman died, leaving the naked ownership of his one-half interest in the tract to his ten children in equal undivided proportions, and leaving his widow with her community one-half together with the usufruct over the other one-half.

On January 2, 1979 an instrument drawn up in the form of an exchange deed and executed by Mollie West and nine of her children was filed in the conveyance records of Union Parish. Ostensibly, the instrument conveyed full interest in 27 acres to Rex West (with reservation of Mollie West's right of habitation) and conveyed one-half of Rex West's interest in the remaining acreage to his mother and one-eighteenth to each of his siblings. Oran West refused to sign the instrument and it was filed without his signature.

Mollie West died October 16, 1982. Rex West instituted this suit on August 22, 1983 seeking a partition by licitation of the 27 acres, alleging his interest to be 19/20ths and Oran West's interest to be 1/20th. After denial of his exception of nonjoinder of indispensable and necessary parties on January 30, 1984, Oran West filed an answer alleging that the instrument was null. Between March 26 and March 31, 1984, Rex West and all his siblings except Oran West signed identical documents entitled "Act of Ratification."

Each "ratification" is in authentic form and styled as an affidavit. The affiants stated that they were parties to the instrument "referred to as an exchange deed," that they "acknowledge, approve and ratify the signatures and terms of said document," and that they:

"[wish] to abide by the intent and purpose of said document in that the purpose thereof was to give full ownership of the 27 acre tract ... unto Rex D. West in return for Rex West conveying, transferring, and divesting himself of all his property interests, past, present and future, in the [remaining] property ... unto all of the remaining parties to the instrument."

The trial judge ruled that "the only interpretation... possible which would allow the intent of the parties to govern" was that Rex West was contracting with regard to his mother's future succession. We disagree.

While a trial judge is better situated for weighing and assessing witness testimony, this does not apply to documentary evidence. Consequently, the standard of review is a fair and independent evaluation of documentary evidence without deferrence to the trial court's conclusions. Woodard v. George Cole Chevrolet, Inc., 444 So.2d 1367 (La.App.2d Cir.1984); La. Constitution Art. 5, § 10(B).

The documentary evidence in this case consists of an exchange deed, various acts of ratification, and stipulations of fact. No evidentiary hearing was held.

*58 "Contracts must be construed in such a way as to lead to logical conclusions and to give effect to the obvious intention of the parties." Lambert v. Maryland Cas. Co., 418 So.2d 553 (La.1982). Such construction should look to "the probable intention of the parties under all the circumstances" and seek to find the construction that gives legal effect to the intent of the parties. Sanders v. Rudd, 427 So.2d 1271 (La.App.2d Cir.1983). It should be assumed that the intent of the parties was to make a legal contract unless the opposing party can prove to the contrary.

Oran West seeks to establish that the true intent of the "exchange deed" was to deal in future succession rights. Such a contract would be absolutely null as contra bonos mores. La.Civil Code Articles 984, 1887[1] and 2454. See also La.Civil Code Articles 1779[2], 1893[3], and 1895[4].

Rex West argues that Oran does not have standing to attack the exchange deed. This is clearly not the case. Any interested party can plead an absolute nullity. Whitten v. Whitten, 303 So.2d 238 (La.App.2d Cir.1974).

In order to fully appreciate the issue raised, it is worthwhile to review the jurisprudence and scholarship pertaining to the question.

Planiol states in § 1012:

"The law does not permit persons to make contracts as to successions not yet open. The general principle is formulated in Art. 1130 [La.Civil Code Article 1887 (1870)] which forbids all sorts of `stipulations', and is applied especially to the sale of successions in Art. 1600 [2454 (1870) ] and to renunciations by Art. 791 [no similar provision in La.Civil Code]; in addition Art. 1389 [2326 (1870) now 2330 (1979) ] renews these prohibitions in connection with the contract of marriage."

Planiol continues with a discussion of the history and motives of the prohibition:

"The suspicion which is raised against a contract regarding future successions is very old; they were already prohibited in Roman law. (Code, Bk. II, tit. 3, law 30). They were considered as immoral because the parties speculated on the death of a living person who was ordinarily one of their relatives, and in addition, as dangerous because they could engender in the minds of parties the thought of crime to hasten its commission. Those motives are extremely feeble.
"Our ancient law, although retaining the Roman prohibition, admitted numerous exceptions in favor of families, and especially of the nobility."

After stating that the Code Napoleon took a more prohibitive stance, Planiol discusses the limits of the prohibition in § 1015:

"The nature of the motives on which the prohibition on agreements regarding future successions is founded is such, that the nullity which sanctions it is a matter of public order; it is an absolute nullity which can be invoked by any of the interested parties.
"Limit of the Prohibition. The prohibition contained in Art. 1130 only applies to contracts having as their object the future succession and the rights that the parties have to assert, in such succession (example: Cass., 27 Jan. 1904, D.1904.1.359). One should not consider as null an agreement whose execution is suspended until the death of a person, if its object is other than the succession. Such is the promise of a dowry payable at the death of the promisor: it will become exigible against the succession, but it is not, for that reason, a right in the succession which one can claim as *59 heir." Planiol, Treatise on the Civil Law §§ 1012-1015. (Emphasis supplied).

Louisiana jurisprudence has relatively few cases directly addressing future succession issues. In Roy v. Roy, 382 So.2d 253 (La.App.3d Cir.1980), a deed of a house and 20 acres from two parents and two of three children to the third child was found to be a simulation.

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Bluebook (online)
475 So. 2d 56, Counsel Stack Legal Research, https://law.counselstack.com/opinion/west-v-west-lactapp-1985.