Willson v. UNOPENED SUCCESSION OF DAVIS

832 So. 2d 360, 2002 WL 31474196
CourtLouisiana Court of Appeal
DecidedOctober 30, 2002
Docket02-0475
StatusPublished
Cited by2 cases

This text of 832 So. 2d 360 (Willson v. UNOPENED SUCCESSION OF DAVIS) 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
Willson v. UNOPENED SUCCESSION OF DAVIS, 832 So. 2d 360, 2002 WL 31474196 (La. Ct. App. 2002).

Opinion

832 So.2d 360 (2002)

Morris Miller WILLSON
v.
UNOPENED SUCCESSION OF Elbert DAVIS, et al.

No. 02-0475.

Court of Appeal of Louisiana, Third Circuit.

October 30, 2002.
Rehearing Denied December 11, 2002.

*361 William L. Koerber, Jack Hendrix McLemore Jr., Attorney at Law, Vidalia, LA, for, Rebecca Calvert Meng, Emily Moore Calvert, Calvert Company.

Henry James Lossin Sr., Attorney at Law, Virgil Russell Purvis Jr., Smith, Taliaferro, Seibert, Jonesville, LA, John Clay Hamilton, Hamilton & Carroll, Oak Grove, LA, for John W. Davis, Sidney L. Davis, Joseph E. Davis, Patricia Ann Davis Giamanco, Elbert Davis.

Josiah William Seibert III, Attorney at Law, Vidalia, LA, for Morris Miller Willson.

Court composed of JOHN D. SAUNDERS, MICHAEL G. SULLIVAN, and ELIZABETH A. PICKETT, Judges.

SAUNDERS, Judge.

The appellants, Morris Miller Willson Jr. and Bridget Pecanty Willson, appeal the ruling of the trial court sustaining the Calvert Family's peremptory exception of liberative prescription and granting the Davis Heirs' motion to strike affirmative defense and evidence by the appellants asserting possession of the parcel of land in question.

FACTS AND PROCEDURAL HISTORY

In March of 1999, the Willsons filed a "Petition for Declaratory Judgment and Executory Relief" against the defendants: Unopened Succession of Elbert Davis, Patricia Ann Davis Giamanco (a/k/a Patricia Davis Wilkes), Sidney L. Davis, John W. Davis, Joseph E. Davis (hereinafter the "Davis Heirs"); and the Calvert Company, Emily Moore Calvert and Rebecca Calvert Meng, as co-executors of the Succession of Samuel H. Calvert Jr. and John Randolf Calvert (hereinafter the "Calvert Family"). In this petition, the Willsons asserted superior title and claim to the disputed property, consisting of approximately 206.77 acres and described as the Northeast Quarter of Section 15, Township 7 North, Range 7 East, Concordia Paris, Louisiana (NE/4, Section 15, T7N-R7E).

*362 The Willsons claim that they can trace their title through a series of transfers beginning in 1858. Included in their list of deeds is a Sheriff's Tax Deed transferring property from the estate of T.H. Thornhill to T.H. Johnson dated July 6, 1912. The dispute over this parcel stems directly from the land description included in the tax deed. The tax deed purports to convey to T.H. Johnson the following property for non-payment of 1909, 1910, and 1911 taxes: "All of Section 15 in Black Lake, except NE1/4, containing 206.77 acres, more or less, situated in Concordia Parish, Louisiana." The Sheriff's deed conveying the property of Thornhill in 1912 expressly less and excepted the NE1/4 of Section 15; however, the Willsons claim that there is no such exception in the 1911 Concordia Parish Assessment Rolls, which described the Estate of T.H. Thornhill as "Section 15 in Black Lake, T.7R.7."

In April of 1999, the defendants, the Davis Heirs, filed their Answer to the Willsons' petition and asserted superior title to the Willsons, as well as the alternative pleadings of ten and thirty year possession of the property in dispute. In June of 1999, the Calvert Family answered the Willsons' petition and claimed their title and ownership of the disputed property is good, valid, and marketable, and in all respects superior to all other claims of title and ownership. The Calvert Family also asserts actual and corporeal possession of the disputed property.

In January of 2000, the Calvert Family filed a petition against the Willsons entitled "Reconventional Demand for Declaratory Judgment and Executory Relief," asserting superior title and ownership title to the disputed property than either the Willsons or the Davis Heirs. They also asserted civil and corporeal possession of said property in excess of sixty-five years without interruption. Through this reconventional demand the Calvert Family sought judgment declaring absolute ownership of the disputed property as well as the right to absolute possession of said property. In addition to their reconventional demand, the Calvert Family filed a number of exceptions to the Willsons' petition. The trial court sustained their peremptory exception of ten years liberative prescription.

In their amended answer to the Calvert Family's Reconventional Demand, the Willsons assert, for the first time, an affirmative defense claiming they have exercised corporeal and civil possession of the disputed property for more than thirty years. In response to this amended answer by the Willsons, the Davis Heirs filed a "Motion to Strike Affirmative Defense" specifically seeking to strike the defense of possession found in the Willsons' amended answer. The Davis Heirs claim that that the Willsons initiated a petitory action with their original petition and are precluded from claiming possession of the property in dispute. The trial court sustained their Motion to Strike.

Following the judgment of the trial court, the Willsons filed a Motion and Order for Appeal on February 4, 2002.

DISCUSSION

The issues to be resolved on appeal are (1) the applicable prescriptive period for reformation of a tax deed, and (2) admissibility of evidence of possession on the part of the appellants, the Willsons.

10 YEAR LIBERATIVE PRESCRIPTION

The Willsons assert that the trial court's reason for sustaining the peremptory exception of ten years liberative prescription is not supported by precedent. While we find no jurisprudence specifically applying the ten year liberative prescription period *363 to tax deeds, for the reasons presented below we agree with the Calvert Family that a tax deed falls within the scope of instruments covered by article 3499 of the Louisiana Civil Code.

The Willsons' attempt to correct the alleged error in the 1912 tax deed would clearly constitute the reformation of an instrument. "That action, sometimes called an action for reformation of a deed, seeks to correct the mutual error or mistake that occurred in the preparation of the instrument. The property description is changed to describe the property which the vendor intended to sell and which the vendee intended to purchase." Mitchell v. Clark, 448 So.2d 681, 685 (La.1984) (citing Brulatour v. Teche Sugar Co., 209 La. 717, 25 So.2d 444 (1946); Waller v. Colvin, 151 La. 765, 92 So. 328 (1922)).

The Willsons base their arguments against application of La.Civ.Code art. 3499 on their assertion that a tax sale is not a consensual contract, but rather an adjudication in which property of a tax debtor is sold by a tax collector in an involuntary manner to an adjudicatee. We find no support for the Willson's contention that "consensuality" is a requirement for an instrument designated as a personal action, falling within the ten year prescriptive period of article 3499. As with jurisprudence addressing reformation of other types of deeds, the Willsons' proposed change in the tax deed would constitute the reformation of an instrument subject to the ten year prescriptive period of La. Civ.Code art. 3499. Article 3499 provides that, "[u]nless otherwise provided by legislation, a personal action is subject to a liberative prescription of ten years."

The law of reformation of instruments is clear and well settled. Deeds, such as the tax deed in the present case, are personal instruments subject to article 3499's ten year prescriptive period. In Agurs v. Holt,

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Bluebook (online)
832 So. 2d 360, 2002 WL 31474196, Counsel Stack Legal Research, https://law.counselstack.com/opinion/willson-v-unopened-succession-of-davis-lactapp-2002.