Yokum v. Van Calsem

981 So. 2d 725, 2008 WL 796492
CourtLouisiana Court of Appeal
DecidedMarch 26, 2008
Docket2007-CA-0676, 2007-C-0270
StatusPublished
Cited by10 cases

This text of 981 So. 2d 725 (Yokum v. Van Calsem) 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
Yokum v. Van Calsem, 981 So. 2d 725, 2008 WL 796492 (La. Ct. App. 2008).

Opinion

981 So.2d 725 (2008)

Peterson M. YOKUM, Nicholas H.K. Yokum, and Kenneth Van Calsem
v.
William F. VAN CALSEM, IV, Amy Van Calsem, Wife of and Bill W. Wendel.

Nos. 2007-CA-0676, 2007-C-0270.

Court of Appeal of Louisiana, Fourth Circuit.

March 26, 2008.

*727 Ralph R. Alexis III, Porteous, Hainkel & Johnson, LLP, Stuart H. Smith, Smith Stag, L.L.C., Barry J. Cooper, Jr., Cooper Law Firm, L.L.C., New Orleans, LA, for Plaintiff/Appellee.

Charles L. Stern, Jr., Alan M. Cohen, The Steeg Law Firm, L.L.C., New Orleans, LA, for Amy Van Calsem, Wife of/ and Bill W. Wendel.

Coleman D. Ridley, Jr., Emily E. Eagan, Jones Walker Waechter Poitevent Carrere & Denegre, L.L.P., New Orleans, LA, A. Justin Ourso, III, Jones Walker Waechter Poitevent Carrere & Denegre, L.L.P., Baton Rouge, LA, for William F. van Calsem IV.

Court composed of Judge CHARLES R. JONES, Judge DENNIS R. BAGNERIS, SR., and Judge TERRI F. LOVE.

DENNIS R. BAGNERIS, SR., Judge.

This is an appeal by William F. van Calsem, IV, Amy van Calsem, and Bill W. Wendel ("Defendants") from a trial court judgment that: (1) granted Plaintiffs', Peterson M. Yokum, Nicholas H. Yokum, and Kenneth van Calsem, ("Plaintiffs")[1] motion for partial summary judgment; (2) denied Defendants' motion for summary judgment and exception of no right of action; (3) recognized Plaintiffs as the naked owners of the property located at 824 Royal Street in New Orleans, La.; and (3) recognized the defendants, Amy van Calsem, and her husband, Bill W. Wendel, as usufructuaries only of the property located at 824 Royal Street in New Orleans, La. Additionally, a supervisory writ application by the Plaintiffs seeking review of the trial court's decision to designate the judgment, in its entirety, as a final and appealable judgment was referred to this panel. Plaintiffs also filed a motion to dismiss Defendants' appeal only insofar as Defendants seek to appeal the denial of their motions for summary judgment and exception of no right of action.

For reasons that follow, we affirm the judgment on appeal; we grant the supervisory writ application, and vacate that part of the trial court's judgment which designated the denial of Defendants' motions for summary judgment and exception of no right of action as final and appealable; and we grant the motion to dismiss appeal filed by Plaintiffs only insofar as Defendants seek to appeal the denial of their motions for summary judgment and exception of no right of action.

FACTUAL AND PROCEDURAL BACKGROUND

This litigation arises subsequent to the succession proceedings of Julie Gay de Fazende Yokum van Calsem ("Julie"). In October 2004, Plaintiffs filed a petition for declaratory judgment and petitory action to annul and rescind sale; demand to invest sales proceeds in safe investment; and petition to receive damages against Amy van Calsem, Bill W. Wendel, and William van Calsem, for selling a piece of property without their consent. In February, 2005, the trial court granted Plaintiffs' preliminary injunction, and ordered that *728 there be an investment of the funds with the usufructuary receiving the proceeds from the investment pending the trial of the petition for declaratory judgment and permanent injunction.

On appeal, this Court affirmed the granting of injunctive relief, but amended the judgment to require the posting of a bond by Plaintiffs and remanded the case to the trial court. Peterson M. Yokum, v. William Van Calsem, XXXX-XXXX (La.App. 4 Cir. 6/21/06) 935 So.2d 736. In our prior decision, we summarized the facts as follows:

Mr. van Calsem's late wife, Julie Gay de Fazande Yokum van Calsem ("Julie"), drafted a will which she later signed on May 30, 1989. In the will she left naked ownership of a parcel of property at 824 Royal Street in the French Quarter to the Appellees, namely, her two brothers, Peterson Yokum and Nicholas Yokum, and her stepson, Kenneth van Calsem. In the same will, she also left a usufruct to her husband, William ("Bill") van Calsem. The provision reads:
3.5 824 Royal Street Property. Subject to usufruct in favor of Bill, which I hereby grant for life, I give equal shares to my stepson Kenneth van Calsem, my brother Peterson M. Yokum, and my brother Nicholas H.K. Yokum, by roots in being at my death, my real property at 824 Royal Street, New Orleans, Louisiana. Bill, as my usufructuary, shall have the fullest right to deal with this property as he may see fit, with the greatest freedom to act that can be given to a usufructuary under the Louisiana Civil Code including, particularly, but not exclusively, the right to dispose of nonconsumable things pursuant to Article 568 of the Louisiana Civil Code and to enjoy the proceeds of any deposition. Bill shall not be required to give bond as usufructuary.
Julie died on May 31, 1989, and her will was subsequently probated in the Civil District Court for the Parish of Orleans. On January 23, 1990, the district court rendered a judgment of possession recognizing Peterson Yokum, Nicholas Yokum, and Kenneth van Calsem as the legatees and owners of the subject property, subject to Bill van Calsem's usufruct. Subsequently, the succession was closed.
About thirteen (13) years later, in 2003, Bill van Calsem consulted the law firm of Jones, Walker, Waechter, Poitevent, Carrere, & Denegre, L.L.P. (Jones, Walker), for a legal opinion concerning his respective rights (1) to dispose of the Royal Street property without permission of the naked owners, (2) his right to use the proceeds, (3) when he would have to account for the proceeds, and (4) whether the naked owners would have any claim against an insurance policy that he owned on which his new wife,[2] Barbara Ann Downs van Calsem, was the beneficiary of the life insurance proceeds.
Jones, Walker later advised Bill van Calsem, via letter dated June 4, 2004, that: (1) the usufruct would terminate at his death; (2) based upon the authority conferred to him in the will, he could sell the property without the consent of the naked owners; (3) if Bill van Calsem sold the property, then his usufruct would attach to the proceeds of the sale, and his usufruct would then become a usufruct of money, and he would be bound to pay to the naked owners at the end of the usufruct, the value that the property had at the time he sold it; (4) *729 if his usufruct became a usufruct of money, that Bill van Calsem could do with the money as he saw fit; (5) the naked owners of the property would become creditors of his estate with a claim against his estate generally for the value the property was at the time Bill van Calsem sold it; and (6) the claim against Bill van Calsem's estate would not lie against any life insurance proceeds.

After receiving the written response from Jones, Walker, Bill van Calsem sold the property to his niece, Amy van Calsem, and her husband Bill W. Wendel via cash sale, for $650,000.[3] The sale[4] was made without the consent of the naked owners.

On or about September 23, 2004, the naked owners discovered[5] that the sale of the subject property was made without their consent, and the naked owners, Peterson Yokum, Nicholas Yokum, and Kenneth van Calsem, petitioned the Civil District Court for injunctive and declaratory relief on October 19, 2004. The Appellees alleged that Bill van Calsem had no authority to sell the property, but that he may have had rights to sell his usufruct.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Cite This Page — Counsel Stack

Bluebook (online)
981 So. 2d 725, 2008 WL 796492, Counsel Stack Legal Research, https://law.counselstack.com/opinion/yokum-v-van-calsem-lactapp-2008.