142 So. 3d 985
La. Ct. App.2014Background
- This appeal challenges a judgment declaring a donation inter vivos null for lack of form.
- Mr. Eschete donated his one-half interest in the marital home to Ms. Eschete on November 8, 2010.
- A divorce was granted on June 13, 2011; a nullity petition was filed December 14, 2011 asserting defects in execution.
- The petition alleged the act was signed at the law office of Rebecca Robichaux, outside the presence of a notary and two witnesses, with some copies showing only donor and donee signatures.
- At trial, conflicting testimony concerned whether the act was executed before the notary and witnesses and whether donor and donee signed at the same time and place.
- On appeal, Eschete argues (1) lack of signing in the presence of a notary and witnesses, (2) insufficient evidence to overcome authenticity presumption, and (3) misapplication of interspousal donation rules requiring simultaneous signing.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Was the act executed before a notary and in the presence of two witnesses? | Eschete contends signing did not occur in the required presence. | Eschete acknowledges signatures but disputes simultaneous presence of all participants. | No; the act failed authentication due to separation preventing observation. |
| Did the evidence overcome the presumption of genuineness of the authentic act? | Eschete argues evidence shows lack of proper execution. | Eschete's testimony is insufficient to overcome the presumption of authenticity. | No; the Court upheld the authenticity presumption and sustained nullity. |
| Should interspousal donation requirements (same time/place) apply to this act? | Argues Article 1747 mandates same time/place signing; failure should void act. | Majority applies standard authentic act rules; Article 1747 not controlling here. | The act is not void solely for lack of same-time/place signing under Article 1747, but the act was still invalid under authentic act rules in this case. |
Key Cases Cited
- Hardin v. Williams, 468 So.2d 1302 (La. App. 1 Cir. 1985) (strict adherence to authentic act requirements; presence of notary and witnesses observed)
- Meltzer v. Meltzer, 662 So.2d 58 (La. App. 4 Cir. 1995) (strong convincing proof required to overcome authenticity presumption)
- Brumfield v. Brumfield, 457 So.2d 763 (La. App. 1 Cir. 1984) (signatories and witnesses must be present to witness signatures)
- Finance Sec. Co. v. Williams, 42 So.2d 902 (La. App. 1 Cir. 1949) (substantial compliance doctrine questioned; emphasis on strict authentic act standards)
- Zamjahn v. Zamjahn, 839 So.2d 309 (La. App. 5 Cir. 2003) (notary and witnesses must witness contracting signatures)
- Bonnett v. Mize, 556 So.2d 228 (La. App. 2 Cir. 1990) (confirms strict compliance with authentic act requirements)
