Whitten v. Whitten

303 So. 2d 238
CourtLouisiana Court of Appeal
DecidedNovember 7, 1974
Docket12454
StatusPublished
Cited by5 cases

This text of 303 So. 2d 238 (Whitten v. Whitten) 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
Whitten v. Whitten, 303 So. 2d 238 (La. Ct. App. 1974).

Opinion

303 So.2d 238 (1974)

Mrs. Lucy Robinson WHITTEN, Plaintiff-Appellee,
v.
William R. WHITTEN et al., Defendants-Appellants.

No. 12454.

Court of Appeal of Louisiana, Second Circuit.

November 7, 1974.

*239 Kostelka & Blackwell by Marshall Blackwell, Monroe, for defendant-appellant, Jack L. Apperson.

John Barkley Knight, Jr., Winnsboro, for William R. Whitten.

S. E. Lee, Jr., Winnsboro, Wood H. Thompson, Monroe, for plaintiff-appellee.

Before BOLIN, PRICE and HALL, JJ.

PRICE, Judge.

This is an appeal from the judgment of the trial court decreeing a transfer of immovable property null and void as being in contravention of the provisions of La.C.C. art. 1533 and resolving conflicting claims of ownership to the title of the property.

The district judge has very capably and concisely depicted the pleadings and positions of the parties to this action in his written reasons for judgment as follows:

"Plaintiff, Mrs. Lucy Robinson Whitten, claims ownership of 100 acres of land in Franklin Parish, alleging the nullity of a transfer made by her to her sister, Florence Robinson Haley (later Apperson), on December 29, 1958. Plaintiff attacks this transfer, which on its face was a sale for $1000.00 cash paid, as being a donation with reservation of usufruct and null under Civil Code Article 1533, and also a donation omnium bonorum and therefore null under Civil Code Article 1497. Defendants are William Robinson Whitten, plaintiff's adopted son, and the Apperson heirs, who claim title to the property from Mrs. Haley.
"Defendant, William Robinson Whitten, filed an answer, reconventional demand and third party petition, alleging that the property in question was community property between his adoptive father and mother, William C. Whitten and plaintiff, and that he is the owner of an undivided one-half (½) interest therein by virtue of inheritance from his adoptive father who died on July 17, 1958, before the transfer by plaintiff. He acknowledges that his ownership of the one-half (½) interest in said property is subject to the usufruct accorded by law to plaintiff.

"The Apperson Heirs answered alleging that the deed to Mrs. Haley, their author in title, was an authentic act which is full proof of itself, and that parol evidence is not admissible to vary, contradict or alter its terms. They also filed a peremptory exception of prescription of ten years under Civil Code Articles 2221, 3542 and 3544.

The chronology of events as affects this property and as shown by the record is as follows:
(1) On July 31, 1926, Partition of Robinson Property wherein Florence Dorothy Robinson received the 100 acres of land in question. Florence Dorothy Robinson was later Mrs. Redfield, Mrs. Haley, and Mrs. Apperson.
(2) On December 13, 1943, Mrs. Florence Robinson Redfield conveyed the property to Mrs. Lucy Robinson Whitten, the wife of W. C. Whitten, for $2500.00, of which $500.00 was paid in cash, and for the balance four notes of $500.00 each were made due annually on November 1, 1944, 1945, 1946 and 1947.
(3). On October 5, 1945, Mrs. Lucy Robinson Whitten (by act also signed by *240 W. C. Whitten) executed a mortgage unto M. S. Meyer in the amount of $2250.00, represented by four notes for $562.50 each, due 1, 2, 3, and 4 years after date. As a result of this act the notes due to Mrs. Redfield, and the mortgage to her, were cancelled. The notes given to M. S. Meyer were cancelled as follows: first note on November 5, 1946, second note on October 13, 1947, third note in October, 1948, and the mortgage cancelled in full on October 10, 1949.
(4) On February 15, 1949, Mrs. Lucy Robinson Whitten granted a mortgage on said property unto Winnsboro State Bank and Trust Company for $3500.00, represented by one note payable monthly at the rate of $150.00 per month.
(5) On August 8, 1957, W. C. Whitten executed a document in the form of a deed unto his wife Lucy Robinson Whitten, purporting to convey unto her any interest he may have in this property and also declaring and acknowledging that this property was purchased by his wife with her separate and paraphernal funds and that it was not community property. This document was not filed for record until after the death of W. C. Whitten, who died on July 17, 1958. It was filed for record on December 29, 1958, which is the date of the deed-donation under attack here.
(6) On December 29, 1958, plaintiff, Mrs. Lucy Robinson Whitten, widow of W. C. Whitten, executed a deed to Mrs. Florence Robinson Haley, a widow, covering the 100 acres of land for a consideration of $1000.00 cash, and in which the vendor retained possession of the property for the remainder of her life, with right to collect rents, revenue, oil leases, royalty sales, and she to pay the taxes.
Mrs. Haley married Apperson. She died leaving her property by will to Mr. Apperson, who died leaving his property to the Apperson heirs, defendants herein.
The record shows that plaintiff, Lucy Robinson Whitten and William C. Whitten were married but one time and then to each other, and that no children were born of this marriage. They adopted one child, who is William Robinson Whitten, a defendant here."

The district judge rendered judgment on the main demand in favor of plaintiff, Mrs. Whitten, and against the "Apperson Heirs", annulling and setting aside the transfer to Florence Robinson Haley, dated December 29, 1958, and the subsequent transactions through which these heirs derive their claim of ownership. The judgment dismissed plaintiffs' demand against her adopted son, William R. Whitten, and recognized Whitten's claim of ownership to an undivided one-half interest in the property, subject to the usufruct provided by law in favor of his mother, Lucy Whitten.

The pleas of acquisitive and liberative prescription filed by the "Apperson Heirs" were overruled.

Four of the defendants referred to as "Apperson Heirs", Martha Hale Apperson, Leland Apperson, Jr., Elizabeth Apperson Yowell and Rawlins Apperson, have not appealed from the judgment rendered against them, and the sole appellant is Jack L. Apperson, who has perfected this devolutive appeal.

It should also be noted that plaintiff, Lucy Robinson Whitten, has not appealed from the judgment which rejects her contention the involved property belonged to her separate and paraphernal estate.

Appellant complains in brief to this court that the trial court was in error in the following regard:

1. In allowing parol evidence admitted to vary or contradict an authentic act.
2. In finding the proof submitted sufficient to establish the facts on which plaintiff relies for relief.
*241 3. In overruling the pleas of acquisitive and liberative prescription.
4. In concluding the property involved belonged to the community existing between plaintiff and her late husband.

We shall discuss these arguments in the chronology above stated.

1. Admissibility of Parol Evidence.

Appellant relies primarily on the provisions of La.C.C. art. 2236, which provides:

"The authentic act is full proof of the argument contained in it, against the contracting parties and their heirs or assigns, unless it be declared and proved a forgery."

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Bluebook (online)
303 So. 2d 238, Counsel Stack Legal Research, https://law.counselstack.com/opinion/whitten-v-whitten-lactapp-1974.