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Estate of Goss v. Estate of Goss

Citations: 187 So. 3d 570; 15 La.App. 3 Cir. 960; 2016 La. App. LEXIS 473; 2016 WL 889527Docket: No. 15-960

Court: Louisiana Court of Appeal; March 8, 2016; Louisiana; State Appellate Court

Narrative Opinion Summary

The case involves an appeal by the Estate of Herbert D. Goss, Jr. against a judgment that upheld an exception of prescription, resulting in the dismissal of its petition against the Estate of Bette Marie Beeson Goss, concerning a property dispute. Herbert’s Estate claimed that a property acquired during Bette and Herbert's marriage was a community asset, contrary to previous declarations. Bette’s Estate argued that the claim was prescribed under Louisiana law, citing a ten-year prescriptive period that commenced with the 1978 property transaction and declaration of paraphernality. The trial court agreed, dismissing the case, and the appellate court affirmed this decision. The court underscored the presumption that property acquired during marriage is community, unless proven otherwise, and noted that the burden of proving prescription lies initially with the party asserting it. However, if a petition is facially prescribed, the burden shifts to the claimant to show a suspension or interruption of the prescriptive period. The appellate court found no error in the trial court's ruling, noting that Herbert was bound by the declaration acknowledging the property as Bette's separate asset. Consequently, the action was prescribed, and the appeal was dismissed, with costs assessed against Herbert’s Estate.

Legal Issues Addressed

Burden of Proof in Prescription Cases

Application: Bette’s Estate successfully demonstrated that the petition was prescribed, shifting the burden to Herbert’s Estate to show suspension or interruption of prescription.

Reasoning: The moving party must prove the existence of prescription, but if the petition is facially prescribed, the burden shifts to the Plaintiff to demonstrate a suspension or interruption of the prescription period.

Community Property Presumption

Application: The court acknowledged the presumption that property acquired during marriage is community property unless proven otherwise by clear evidence.

Reasoning: Property obtained during a community regime is presumed to be community property, though either spouse may prove it as separate property.

Exception of Prescription under Louisiana Law

Application: The court upheld the trial court's decision that the claim by Herbert’s Estate was prescribed, emphasizing the ten-year prescriptive period from the date of the declaration.

Reasoning: Bette’s Estate cites Levatino v. Levatino to assert that, even if Herbert’s Estate could contest the Declaration of Paraphernality, such a right is subject to a ten-year prescriptive period that began in 1978.

Impact of Paraphernality Declaration

Application: The court held that Herbert was bound by the Declaration of Paraphernality and thus could not contest it, a position that extends to his heirs.

Reasoning: Under Louisiana Civil Code Article 2342(A), Herbert was barred from contesting the Declaration because he was a party to it.

Prescriptive Period for Contesting Property Declarations

Application: The court determined that the ten-year prescriptive period applied from the 1978 transaction date, barring Herbert’s Estate’s claims.

Reasoning: Had he been allowed to contest it, his right would have been a personal action subject to a ten-year prescription period under Louisiana Civil Code Article 3499, starting from the 1978 Cash Sale and signing of the Declaration.