Case ID: so3d_271/html/0194-03.html
Source: Caselaw Access Project
Author: {"author": "PER CURIAM Hughes, J., additionally concurring.", "license": "Public Domain", "url": "https://static.case.law/"}
Date Created: 2024-08-24T03:29:51.129683

SUCCESSION OF Colleen MCCALMONT
    NO. 2019-C-0359
    Supreme Court of Louisiana.
    May 20, 2019
    ON WRIT OF CERTIORARI, TO THE COURT OF APPEAL, THIRD CIRCUIT, PARISH OF RAPIDES
   PER CURIAM

Granted in part. We find the court of appeal erred in restricting relator's right, in his capacity as executor of the succession of Colleen McCalmont, to inspect the records of the limited liability companies in which Ms. McCalmont had an interest insofar as those records arose prior to the date of her death. Cf. Kinkle v. R.D.C., L.L.C. , 04-1092 (La. App. 3 Cir. 12/8/04), 889 So.2d 405 (explaining that an executor was not entitled to an accounting of distributions made after the decedent's date of death).

Accordingly, the judgment of the court of appeal is reversed in part. The case is remanded to the district court to fashion an appropriate discovery order permitting relator, as executor, to conduct discovery of the records of entities in which Colleen McCalmont had an interest, subject to the limitation that relator shall not be entitled to conduct discovery of any records which arose after the date of her death unless he is granted the rights of a member by the entities. In all other respects, the writ is denied.

Weimer, J., would grant and docket.

Hughes, J., additionally concurs and assigns reasons.

Hughes, J., additionally concurring.

While I agree the executor has the right to inspect the records of the limited liability companies in order to obtain the information needed to complete the successions, I would not limit that right to the date of decedent's death. The provisions of the Civil Code pertaining to successions should prevail in this matter in all respects.