Summary
In Kelieher v. Gravois, 26 So.2d 304 (La.App.Orl. Cir. 1946), Judge Janvier, concurring at p. 307, said: "Act No. 51 of 1912, which amended Article 467 of our Civil Code, no doubt evidences an intention of the Legislature to extend and broaden the category of things which, upon being attached by an owner to a building for the use or convenience of the building become immovable by nature."
Summary of this case from Lafleur v. ForetOpinion
No. 18437.
May 27, 1946.
Appeal from Twenty-Fourth Judicial District Court, Parish of Jefferson; Leo W. McCune, Judge.
Proceeding by Mrs. Ruth Kelieher, wife of Frank Kelieher, against Mrs. Homa Gravois, also known as Mrs. Homa Davis, and Denis Loup, to recover Venetian blinds. Mrs. Homa Gravois filed a reconventional demand. From the judgment, the plaintiff appeals.
Reversed, and writ of sequestration reinstated.
Leo L. Dubourg and Posey R. Bowers, both of New Orleans, for appellant.
Arthur F. Babin, Jr., of New Orleans, for Denis Loup, appellee.
Mrs. Ruth Kelieher, the plaintiff, alleges that she was the former owner of the premises known as No. 2297 LaBarre Road, Jefferson Parish, Louisiana, and that she sold the property to the defendant, Denis Loup, on June 27, 1945, by act before Frank William Magne, Notary Public. There were seven apartments in the building and in the one occupied by Mrs. Homa Gravois were five Venetian blinds. Mrs. Kelieher contends that the blinds belong to her, having been left with Mrs. Gravois temporarily at her request. Denis Loup, the purchaser of the building, refused to permit Mrs. Kelieher to remove the blinds on the ground that they were immovable by destination. Mrs. Kelleher sought and obtained a writ of sequestration joining Mrs. Homa Gravois as party defendant. The defendant, Denis Loup, bonded the writ of sequestration and filed a motion to dissolve, averring that the blinds became his property when he acquired the realty to which they were attached. Mrs. Gravois answered denying the plaintiff's ownership of the blinds and reconvened claiming damages in the sum of $5,000 for illegal entry into her apartment.
The lower court dissolved the writ of sequestration and dismissed plaintiff's suit. The judgment also dismissed the reconventional demand of Mrs. Gravois and recognized Denis Loup as the owner of the Venetian blinds. Plaintiff alone has appealed.
The sole issue in the case is whether the Venetian blinds, when installed, became part of the realty as immovable by destination.
No case has been cited to us by either counsel which is directly in point and our own research has failed to reveal any.
The articles of our Civil Code, pertinent to the question under consideration, are Nos. 468 and 469, which read as follows:
468. "Things which the owner of a tract of land has placed upon it for its service and improvement, are immovable by destination.
"Thus the following things are immovable by destination when they have been placed by the owner for the service and improvement of a tract of land, to-wit:
* * * * * *
"All such movables as the owner has attached permanently to the tenement or to the building, are likewise immovable by destination."
469. "The owner is supposed to have attached to his tenement or building forever such movables as are affixed to the same with plaster, or mortar, or such as can not be taken off without being broken or injured, or without breaking or injuring the part of the building to which they are attached."
In discussing these articles, the late Judge Parlange of the United States District Court for the Eastern District of Louisiana, in an able and interesting opinion, observes:
"Those articles are taken textually from the Code Napoleon, except that as they now stand in the Louisiana Civil Code there is in article 468 (459) a serious error in the translation from the French text of the Louisiana Code of 1825 and from the Code Napoleon in rendering the French word 'exploitation' into the English word 'improvement' in the English text." Morton Trust Company v. American Salt Co., 5 Cir., 149 F. 540, 542.
Judge Parlange, after calling attention to the fact that where there is a conflict between the French and English text of the Louisiana Code of 1825, the French text must prevail, proceeds to point out that the word "exploitation" has quite a different meaning from the word "improvement." To quote further from his opinion:
"The first condition for the creation of an immovable by destination is that it be placed by the owner, and no other, upon realty. This realty, as must be clearly borne in mind, may be either land or a building erected upon land. This realty, under its double aspect just mentioned, is called by the French commentators 'fonds' from the Latin 'fundus.' No English word occurring to me which seems to render fully this word, I shall use the word 'fundus' for brevity.
"There are two, and only two, ways in which an immovable by destination may be created:
" '(1) Without any physical attachment to the fundus, but merely by the dedication of the movable to the service of the fundus. (See Civ. Code La. art. 468). (2) By means of a physical attachment affixing the movable permanently — a perpctuelle demeure. (See Civ. Code La., last paragraph of article 468).'
"The above is an extract from Planiol, Droit Civil (Paris Ed. 1904) vol. 1, p. 703.
* * * * * *
"It should be noticed that in the last paragraph of Civ. Code La. art. 468 (459), it is said that 'all such movables as the owner has attached permanently, etc., are likewise immovables by destination.' And in the first part of Civ. Code La. art. 469 (460), it is said: 'The owner is supposed to have attached to his tenement or building forever such movables as are affixed to the same with plaster,' etc. The words 'permanently' and 'forever' in the articles just cited are translations from the French phrase 'a perpetuelle demeure', which may be rendered as 'to remain perpetually.' It is important to consider this idea of permanency and perpetuity, and to clearly comprehend that it applies only to that kind of movables which are made immovables by destination by means of a physical attachment to the fundus, and that it has no bearing at all on the other kind. Baudry-Lacantinerie, Droit Civil, Des Biens (Paris Ed. 1890) vol. 5, p. 59, states his understanding of the law to be:
" '* * * All the objects attached to a fundus by the owner for its service and exploitation are by that fact alone immovables by destination, whether they are placed there forever or not. * * * All movable objects also become immovables by destination, which an owner has attached to his fundus forever in another interest (the author meaning an interest other than the service and exploitation of the fundus); such, for instance, as a purpose of utility to or ornamentation of the fundus. Therefore, perpetuity does not seem necessary except when the immobilization takes place in an interest other than the agricultural or industrial benefit of the fundus.'
"The same author, same work and volume (page 56) states the essentials of immobilization to be:
" '(1) That the movable was placed on a fundus, that is to say, an immovable by nature (either land or a building); for the movable can only become an immovable by destination as being an accessory to the fundus. (2) That the movable was placed there in the interest of the fundus, that is to say, for its service, its exploitation, its utility or its ornament. (3) That it was placed there by the owner of the fundus. Immobilization by destination necessarily supposes the act of the owner. It could not result from the act of a lessee, a renter, or even a usufructuary. The reason is that immobilization by destination takes place in the interest of the fundus, and the owner is the sole representative of that interest.'
"Planiol, in the work and volume cited, supra, at page 703, gives a test, which is that the movable in order to become immobilized must be employed in the service of the fundus, and not in the service of the person who owns the fundus. Thus, saddle. and carriage horses on a plantation, used for the pleasure and convenience of the person of the owner, are not immovables by destination, whereas a plantation horse owned by the owner of the plantation, and used by the overseer to superintend the plantation work, would unquestionably be an immovable by destination. Thus, again, in France, the horse used by a brewer to turn a mill or other machinery in the brewery is an immovable by destination; but, on the other hand, the horse used outside of the brewery to convey beer to the shopkeepers is not."
Chief Justice O'Niell in Straus v. City of New Orleans, 166 La. 1035, at page 1050, 118 So. 125, refers to Judge Parlange's opinion and his comment on the French word "fonds" and elaborates upon the mistakes that were made in translation of the French text. Judge O'Niell says that the French word "fonds" has also been erroneously interpreted as tenement in the concluding paragraph of Article 468. Sec interesting discussion of the subject in Tulane Law Review, Volume 5, page 90.
There are two classes of movables which become immobilized:
1st, those permanently attached to the building by plaster or mortar, and
2nd, those which are essential to the use or service of the building or tenement or "fonds."
Insofar as the Venetian blinds are concerned they can not qualify in the first category, the evidence indicating that they are held in place by brackets attached to the window frames by screws and are in no sense attached to the building by plaster or mortar.
In Mackie v. Smith, 5 La. Ann. 717, 52 Am.Dec. 615, mirrors were held to be immovable by destination because they were permanently attached to the building. The mirrors were set in recesses 4 1/2" deep, which were cut in the walls of the rooms to receive them and were otherwise permanently attached to the property. The removal of these mirrors left the recesses rough and unfinished. That case, however, is not authority here, where the removal of the Venetian blinds would leave nothing more than the bracket which had been installed for their support.
Venetian blinds, it seems to us, are more like window shades than anything else that we can think of. In fact they seem to have replaced window shades. Whether the blinds may be said to have been immobilized because they are dedicated to the service of the "fundus" is not so clear. The law is to the effect that the service referred to is not personal, but intended for the permanent improvement of the building or dwelling as the case may be. This contention is the only one pressed by defendant's counsel, for we find in his answer and in his motion to dissolve the writ of sequestration no reference to the question of permanent attachment.
In Day v. Goff, 2 La. App. 75 (Second Circuit, 1925), the court, in discussing whether showcases, typewriters, iron safes, adding machines, heaters, etc., were immovable by destination because of their having been dedicated to the use of the building, said:
"There is no pretence that they are permanently attached to the building either by plaster, mortar or in any other way which would prevent their being taken off without breaking or injuring them or the building. The claim, as we understand it, is merely that they are attached in a legal sense because placed in the building for its service and improvement. But it is apparent from the nature of the items and from their not being so permanently attached that they were not placed in the building for the purpose of serving or improving it but rather for the convenience of the particular kind of business that was being conducted in it."
We believe the same may be said of the Venetian blinds, for it would appear that they are intended primarily for the use of the occupant of the building and not for the service or improvement of the building, therefore, they did not pass with the realty and the former owner of the property, Mrs. Ruth Kelieher, is entitled to their possession.
For the reasons assigned the judgment appealed from is annulled, avoided and reversed and it is now ordered that Mrs. Ruth Kelieher, wife of Frank Kelieher the plaintiff, be declared to be the owner of the five Venetian blinds installed in the apartment occupied by Mrs. Homa Gravois in the building No. 2297 LaBarre Road, Jefferson Parish, State of Louisiana, and that the writ of sequestration heretofore issued be reinstated. Defendant to pay the costs of both courts.
Reversed.
Writ of sequestration reinstated.
I wish it to be understood that I think that the result arrived at here is not necessarily applicable to all situations in which Venetian blinds may be involved. In some of the more modern buildings and residences such blinds are built into and become part of the structure itself, and were we presented with such a situation, I am sure that a different result would be obtained. But where an old building is involved and the blinds are shown to have been attached after the original construction, and merely by screws or small brackets, they no more become immovable by destination than do window shades or curtains.
I concur, however, in all that my associate has said.
Act No. 51 of 1912, which amended Article 467 of our Civil Code, no doubt evidences an intention of the Legislature to extend and broaden the category of things which, upon being attached by an owner to a building for the use or convenience of the building, become immovable by nature. There is also no doubt that in Scott v. Brennan, 161 La. 1017, 109 So. 822, 48 A.L.R. 1143, the Supreme Court held that the things listed in the act of 1912 are merely illustrative and not restrictive and that therefore many things, other than those listed, may become immovable by nature upon being attached by an owner to his building.
But I think that even under the amendment of 1912, under the facts shown here, the Venetian blinds did not become immovable by nature. They were attached by simple brackets and could easily be removed without damage to the building. Venetian blinds are not so universally recognized as a necessary part of every house or building as to justify the conclusion that in all cases where there are such blinds they have been put into the building "for the use or convenience of the building" as distinguished from the convenience or personal desire of the owner. Most people like Venetian blinds; some few do not.
I rather incline to the view that such blinds are likened rather to window shades or curtains than to outside blinds or shutters. I cannot see that in its construction or in the method of its attachment a Venetian blind is to be likened to a wire screen. As is well known, such blinds are offered for sale in department stores or hardware stores and come in standard sizes so that they may be very simply attached to window frames and may be moved from one window to another. Wire screens, on the other hand, are practically always made to fit particular windows. They are attached by slides which become part of the window frames themselves. Therefore, I think that although wire screens are expressly set forth in the amendment of 1912 as becoming immovable by nature, Venetian blinds are not necessarily to be likened to such screens.
In some of the more modern buildings and some of the newer residences there are such blinds which are built into the window frames and in such case they obviously become a part of the building itself.
If we were presented with such a situation I think the result would undoubtedly be different. All that I say here is that under the facts shown the particular Venetian blinds with which we are concerned did not become immovable by nature.
I therefore concur in the decree.
I believe that the Venetian blinds may well be classified as immovables by nature under Article 467 of the Civil Code, as amended by Act No. 51 of 1912. That Article, which is neither cited nor discussed in the majority opinion (although counsel for defendant relies strongly thereon), reads as follows:
"Wire screens, water pipes, gas pipes, sewerage pipes, heating pipes, radiators, electric wires, electric and gas lighting fixtures, bath tubs, lavatories, closets, sinks, gas plants, meters and electric light plants, heating plants and furnaces, when actually connected with or attached to the building by the owner for the use or convenience of the building are immovable by their nature."
This amendment of 1912 was obviously passed for the purpose of rectifying the jurisprudence wherein it had been held that chandeliers and other objects, normally used for the convenience and ornamentation of the building, were not immovables. Originally, the Article provided merely that:
"The pipes made use of for the purpose of bringing water to a house or other estate, are immovable, and are part of the tenement to which they are attached."
The amendment, as stated in Scott v. Brennan, 161 La. 1017, 109 So. 822, 48 A.L.R. 1143, is much broader in its scope and includes anything actually attached to the building by the owner for the use and convenience thereof and is not necessarily restricted to the particular fixtures mentioned in the article. It is to be noted that one of the fixtures specially mentioned in the amendment is wire screens. It might be argued, were it not for the amendment, that wire screens, which are fitted into a window casement and which could be removed without causing any damage whatever to the property, are not immovable, either by nature or destination, because the owner has affixed them to the premises for his own personal convenience and not for the use of the building. The amendment, of course, precludes such an argument. Hence, if a wire screen is to be regarded immovable by nature why not Venetian blinds? By analogy, it appears to me to be reasonable to resolve that a Venetian blind, which performs the dual function of a window shade and a shutter, falls into the same category as a wire screen when it is affixed to the premises by the owner — forasmuch as it cannot be seriously doubted that both articles are placed therein for the accommodation, use and convenience of the occupants of the property. True, the function of screens is to exclude flies, mosquitoes and other insects, whereas, Venetian blinds regulate the admission of air and light. But both articles of equipment are for the accommodation, use and enjoyment of the property.
In this connection, I am in disagreement with my colleagues in their observation that Venetian blinds are more like window shades than anything else. Unquestionably, they serve the same purpose as window shades but, further than this, they also perform the function of shutters which are normally attached to the outside of windows. In fact, it is a matter of common knowledge that, in most of our modern houses, Venetian blinds are installed in place of shutters.
Finally, it is my conviction that it is the duty of the courts to keep abreast with modern trends; that, in case of doubt as to whether a particular fixture falls within the purview of Article 467 of the Code, the judges should take into consideration those things which are normally regarded as standard equipment in modern buildings and that recovery should be denied in a case of this kind, unless the proof is clear that the article affixed to the building is obviously personal property, placed therein for the exclusive use of the owner himself, and of such character that it does not inure to the benefit of the building. The facts of this case, it seems to me, prompt an affirmance of the judgment below as it is shown that this is a seven apartment house and that the Venetian blinds were installed therein by plaintiff's vendor, Mrs. Marguerite Porteous Wiltz, for the use and accommodation of the tenants. Thus, it can hardly be said that the blinds were personal objects affixed for the individual enjoyment of the owner. Conversely, I think that they were fixtures obviously installed in the house for its use and convenience — thus enhancing its value as a real estate investment.
After all, the deed by which plaintiff conveyed the property to defendant contains the usual recital that she sells the land and improvements "and all rights, ways, privileges, advantages, servitudes and appurtenances thereunto belonging or in anywise appertaining * * *." (Italics mine.) To conclude that the Venetian blinds, which had been previously installed in the building, were not appurtenances thereunto or that they did not in anywise appertain thereto overlooks, to my mind, the realities of the situation.
I respectfully dissent.