Winsberg v. Winsberg

96 So. 2d 44, 233 La. 67, 1957 La. LEXIS 1270
CourtSupreme Court of Louisiana
DecidedMay 6, 1957
Docket43070
StatusPublished
Cited by11 cases

This text of 96 So. 2d 44 (Winsberg v. Winsberg) 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
Winsberg v. Winsberg, 96 So. 2d 44, 233 La. 67, 1957 La. LEXIS 1270 (La. 1957).

Opinion

FOURNET, Chief Justice.

This suit was filed on behalf of the minor, Kathleen Hilda Winsberg, by her mother, as her tutrix, and as administratrix of the succession of the minor’s late father, Hermand W. Winsberg, against her paternal grandmother and her uncle and aunts, heirs of Jacob Winsberg, the deceased father of Hermand W. Winsberg, for an accounting of her grandfather’s estate; and is now before us on a writ of certiorari to review the judgment of the Court of Appeal affirming the judgment of the District Court awarding to plaintiff the sum of $1,460. See 87 So.2d 362.

Jacob Winsberg died testate on May 8, 1937, leaving all he died possessed of, consisting wholly of community property, to his wife, Mrs. Sarah Silverman Winsberg. Surviving him also were two daughters, Mrs. Stella Winsberg Levy and Mrs. Jessie Winsberg Bluhm, and two sons, Winfred J. Winsberg and Hermand Woodward Winsberg, all born of the union. His estate consisted of certain movable property and immovable property, the latter bearing municipal numbers 4304-06 Magazine Street in New Orleans, where Winsberg’s Store was conducted — a small enterprise engaged in the sale of shoes. The legacy to the widow having been reduced to the disposable one-third, the heirs were placed in *71 possession of the estate by judgment of court, the widow being recognized, as surviving spouse in community, to be the owner of an undivided half and, as legatee, to be entitled to ownership of an undivided two-twelfths of all property left by the decedent; and the four children being recognized as his sole heirs at law and entitled as such to the ownership each of an undivided %2th of the said property. No mention was made of a usufruct in favor of the widow either in the will or in the judgment of possession. There was no actual division of the assets which, aside from the real estate, consisted mainly of the stock of shoes, fixtures, etc., contained in the store, and the business was continued by the son Winfred, assisted by his mother and sisters. Hermand took no part in the business; after completing law school he had moved to North Carolina where he was employed by a judge, and later as a salesman traveling the Carolinas for a shoe manufacturer. He was so engaged at the time of his father’s death and for a period thereafter, and on June 20, 1937, addressed a letter to his brother expressing the feeling that the business should be turned over to him (Winfred) by October 1st and offering to transfer his own one-twelfth interest without compensation therefor, acknowledging that he had already received from his father more than would be due him.

In 1939 the building which had housed the store, being in dilapidated condition, was demolished, and under Winfred’s leadership and supervision a new brick structure was built with proceeds of life insurance received by the widow, Sarah S. Winsberg. At that time an informal partnership agreement 1 was had between the mother, her son Winfred, and the two daughters; inventories were to be increased, lines of ready-to-wear were to be added to shoes. Under the new organization a profit was consistently shown, this being principally devoted to increasing the stock and to expanding; about four years later, when the inventories were considered to be sufficiently large, the profits were used for the purchase of assets in the names of the respective partners. In the summer of 1945 Hermand was released from service in the Army and Winfred, wishing to get out of the store and go into the business of wholesale selling of shoes, encouraged Hermand to take over the store.

Hermand then undertook a division and settlement of the movable assets of his *73 father’s succession, as reflected by a memorandum statement in his own handwriting. According to his figures, which he submitted as the basis for an auditor’s report dated December 31, 1945, Jacob Winsberg’s share of the community, including the real estate, had a value as of the date of his death of $18,423, of which the widow’s interest was one-third and that of the heirs one-sixth each. Another schedule in the same report, prepared from figures gathered and evaluated by Hermand, showed a complete inventory of the family’s worth, indicating total assets of $234,995.27, with movable assets held in the name of each of the children, Hermand having received $5,556, Winfred, $67,438.77, Stella, $23,893, and Jessie, $24,-412.50. From these amounts were subtracted the inheritance of each child from the father’s succession ($3,070.50), leaving various sums to the credit of each. It is pertinent to note that Hermand showed his mother to be the owner of the real estate at 4304-06 Magazine Street as well as half of the cash in bank and on hand (the other half being shown as Winfred’s), and of all the store’s merchandise and fixtures.

Hermand also proposed that he and his sisters should form a partnership to run the business, and he drew up an agreement, dated February 1, 1946, in which Mrs. Sarah S. Winsberg sold to him and his two sisters in equal, undivided shares, “the business she operates at 4304-06 Magazine Street, New Orleans, La., known as ‘Wins-berg’s,’ as a going concern,” for the consideration of $60,323.62, “entirely on credit, and with the understanding that such purchasers shall never be required to pay any part of the purchase price during the lifetime of the said Mrs. Sarah S. Wins-berg, but that the debt shall immediately mature upon their mother’s death and thereupon each purchaser shall be required to account therefor, without interest, by collation to their co-heirs in the succession of their mother, each for one-third of the said purchase price. Contemporaneously with the signing of this agreement, the said Mrs. Sarah S. Winsberg, as owner and usufructuary, has leased to the purchasers of the said business the real property wherein the business is conducted at 4304-06 Magazine Street, New Orleans, La. * * * ” (Emphasis supplied.)

On June 24, 1947, Hermand married the plaintiff herein; their child was born on May 5, 1948, a few months after his death which had occurred in February of that year. This suit followed on June 9, 1948, for an accounting of the estate of Jacob Winsberg for the period from May 8, 1937 (the date of his death) through December 31, 1945, the allegation being that Hermand never received his proportionate share “of the incomes, emoluments, salaries and other perquisites” of the said estate, “and more particularly his share from Winsberg’s *75 Store.” Named as defendants were the mother, brother and two sisters, who in answer denied that any accounting was due plaintiff, averring that Hermand had received his full portion of the estate of his father and that he had no interest in the business known as Winsberg’s Store prior to January 1, 1946. At the close of the trial on the merits the Court ruled that plaintiff was only entitled to an accounting of the real estate for the period requested, and ordered the defendants to render such an accounting.

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Bluebook (online)
96 So. 2d 44, 233 La. 67, 1957 La. LEXIS 1270, Counsel Stack Legal Research, https://law.counselstack.com/opinion/winsberg-v-winsberg-la-1957.