Arnaud v. Tarbe

4 La. 502
Supreme Court of Louisiana·Decided October 15, 1832·Published·Cited by 12 cases

Opinion

Mathews, J.,

delivered the opinion of the court.

This suit is brought by a donor, in which he prays that a donation by him made to the defendants may be avoided and annulled. Judgement was rendered in the court below in conformity with the prayer of the petitioner, from which the defendants appealed.

The plaintiff claims the nullity of the donation on two grounds. 1. On account of its being so excessive as to leave [504] him no property, or at least not sufficient to support him. ^ ’T’lia.t the deed of gift contains a clause of substitution, such as is reprobated by our laws. The first of these causes of nullity depends for its support on testimonial proof. But we deem it unnecessary to examine this question, as we are of opinion that the donor must be relieved from his act in consequence of the substitution involved in the donation.

Substitution and missa are never presumed. They must be expressed, or clearly result from the sense and signification of the words used in the instrument which contains them.

The article 1507 of the Louisiana Code declares that “substitution and fidei commissa are and remain prohibited”; and that “every disposition by which a donor, an heir or legatee, is charged to preserve for or to return a thing to a third person, is null, even with regard to the donor, the constituted heir, or the legatee.” As it relates to substitutions, this article of our code is precisely similar to the article 896 of the Code Napoleon, which has been frequently subjected to interpretation in the judicial tribunals of France, and has been extensively commented on by two of the most learned jurists of that country, Toullier and Merlin. The first of these commentators induces a maxim both from the laws of France as they existed before the code, and the article 896 of this legislation, (contrary, perhaps, to the principles of the Roman law,) that substitution and fidei commissa are never to be presumed; they must be expressed, or result clearly from the sense and signification of the words in the instruments which contain them. 5 Toullier, nos. 25, 27.

lp The maxim thus established as resulting from the law on the subject of substitutions, we consider just and reasonable, and such as would fairly be deduced from the article of the Louisiana Code above cited. The same author lays it down as a rule, that all substitutions are fidei commissa conditional. This rule is founded on a principle drawn from the Roman law, where it is stated that a day uncertain is equivalent to a condition: “Dies incertus conditionem in testamento facit.” Law 75. D. de cond. et demonstr.

In the present case a marriage contract was entered into by the defendants previous to the celebration of their marriage. To this contract the .plaintiff became a party, and [505] made a donation to the intended wife of Tarhe in the manner and form following. After some anterior stipulations not requiring particular notice, he declared: “Que, en considération du présent mariage qui doit étre contráete entre Jean Tarbe et sa niece Marie Ann Bouis de son consentement et comme son plus pres et seul parent, et en consideration de son affection et amitié pour son futur époux; il donne cede et transiere á la dite Marie Anne Bouis a titre de donation entres viff pure et simple la moitié indivisée de l’habitation et esclaves déja mentionnés et décrits dans le présent, pour en jouir et teñir en pleine propriété, mais si la dite Marie Ann Bouis vient a mourir avant le dit Jean Tarbe son futur époux ne laissant aucun enfant ou enfants du dit marriage qui doit se célébrer sous peu; alors et dans ce cas la moitié indivisée de la dite habitation et esclaves deviendra la propriété du dit Jean Tarbe, de la méme maniere et au dit titre qu’elle-meme; c’est-á-dire, comme sa propriété pleine et entiére sans aucune réstriction quelconque.”

go a donation of half the doBor^s estate made to his evTofherma^ riaSe> containinga condition that if the do-out ^chiWren born. of marriage, the property shall go to the husband, the docomesasubstltution> which is forbidden by law, is null and property*1 re® verts to the do-

According to the terms in which this donation is expressed, independent of the condition resulting from the uncertainty of the time when the substituted donor would take the estate given, depending on the death of his wife, it is made under another condition, which might defeat his claim, viz. the birth of children from the marriage, and their existence at the time of the death of the donor, from whom the property is to descend to Tarbe. The policy of our law in prohibiting J r a substitutions, is founded on reasons of public convenience and , „ . _ utility; to preserve the order of successions uniform, &c.; to prevent the confusion, difficulties, and uncertainties of titles to property held under entails, and to leave it free for the r purposes of commerce.

The act of donation under consideration, has at least an indirect tendency to change the order of succession as established by law, and to place the property given, out of commerce, as being unsusceptible of alienation by the original donee, during her lifetime; for if effect be given to that part of the act which substitutes the husband to the rights of the [506] wife in the event of her death, without children born from the marriage, and living at that time, she would be bound to preserve the property during her whole life, or in all events, until the death of the substituted donee. The conditions imposed in the donation, which might in the course of future events, destroy the substitution, does not the less render it a-substitution as violating the principles on which the law is founded, which reprobates deeds of this nature. The property could not be sold or disposed of by the donee, who, from the evident meaning of the terms in which the donation is made, would be bound to beep it entire until her death; and, notwithstanding the conditions under which the husband is to succeed to the rights of his wife, the act of the donor has a direct tendency to alter the general law of descents. The article of our Code, prohibiting substitutions, does not distinguish between such as are made without conditions and such as are made with them; its disposition is general, and it would be improper in us, to make a distinction not found in the law; the general prohibition, embraces conditional substitution. 5 Toullier, No. 37.

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