Aurienne v. Mt. Olivet, Inc.

96 So. 29, 153 La. 451, 1922 La. LEXIS 2526
CourtSupreme Court of Louisiana
DecidedDecember 29, 1922
DocketNo. 25331
StatusPublished
Cited by5 cases

This text of 96 So. 29 (Aurienne v. Mt. Olivet, Inc.) is published on Counsel Stack Legal Research, covering Supreme Court of Louisiana primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Aurienne v. Mt. Olivet, Inc., 96 So. 29, 153 La. 451, 1922 La. LEXIS 2526 (La. 1922).

Opinion

O’NIELL, J.

The question presented in this case is whether a certain instrument, purporting to be a renunciation of an inheritance, is, in reality, an act of donation. The plaintiffs are the sons and daughters, forced heirs, of Peter Aurienne, deceased. The prayer of the petition is for a reduction of the so-called donation, to what is alleged to [453]*453have been the disposable portion of the estate. The suit was dismissed on an exception of no cause of action; and the plaintiffs have appealed.

We reproduce the document in question, which was produced by the plaintiffs in response to a prayer for oyer, viz.:

250. June 14, 1902.

Benunciation of Bights in the Succession of Adele Aurianne by Edward and Peter Aurianne in Eavor of Their Sister, Marie Aurianne.

State of Louisiana, Parish of Orleans, City of New Orleans.

Be it known that, on the fourteenth day of June, in the year one thousand nine hundred and two, before me, William B. Barnett, a notary public, in and for the city and parish of Orleans, state of Louisiana, aforesaid, duly commissioned and qualified, and in the presence of the witnesses hereinafter named and undersigned, personally appeared Edward Aurianne and Peter Aurianne, both residents of this city, who severally declared that, for and in con-' sideration of the love and affection and kind treatment they bear towards their sister, Miss Marie Aurianne, and relative to the same, that they hereby renounce, relinquish, assign, transfer and set over in favor of their sister, Miss Marie Aurianne,

All the right, title, claim, interest and ownership whatsoever, in and to the succession of their late sister, Adele Aurianne, deceased;

Intending and understanding that our sister, Marie Aurianne, shall have full authority, right and power to dispose of our rights, titles and interest in and to the above and herein described succession, as she, the said Marie Aurianne, may think proper.

For the notification of these presents, to whom it may concern, full power and authority is hereby given unto our said sister, Marie Aurianne, bearer of this, hereby consenting that this present renunciation shall have its full force and effect.

To have and to hold our said rights,. title and interest in and to the above herein described and named succession unto our said sister, Marie Aurianne, her heirs and assigns, forever.

And the said Marie Aurianne, also a resident of this city, being present, hereby acknowledges due delivery and possession of the above and herein named succession.

Thus done and passed in the city of New Orleans, in the presence of Jean Moulou and John P. Montamat, competent witnesses, residing in this city, who hereunto sign their names, with said appearers and me, notary, on the day and date set forth in the caption hereof.

It is admitted in plaintiffs’ petition that Edward, Peter and Marie Aurienne (or Aurianne, as the name is spelled in the instrument) were the only heirs at law of their deceased sister, Adele Aurienne. The effect, therefore, of the renunciation — if it was a renunciation — was to make Marie Aurienne the sole heir of her sister.

It is virtually conceded by the learned counsel for appellant — in fact it must be conceded — that the petition in this case does not disclose a cause of action if the instrument in question was a renunciation, not a donation. Plaintiffs do not claim that they have the right, which is given by article 1021 of the Civil Code to creditors of a person who has renounced an inheritance, to accept it to the extent of their claims; and we express no opinion as to whether plaintiffs, as forced heirs, ever had any such right. By the prayer of their petition, they affirm the act of their father, except in so far as it may have disposed of their alleged légitime. It is sufficient to say that a renunciation of an inheritance, unlike a donation, is not subject to reduction at the instance of the forced heirs of the heir who has renounced. The Civil Code (article 977) declares that no one can be compelled to accept a succession, whether acquired by testament or by operation of law.

The doubt as to whether the instrument in question was intended to be a renunciation or a donation arises only from the redundancy in the instrument — which, by the way, seems to be a characteristic of notarial acts — in containing after the word “renounce,” the words “relinquish, assign, transfer and set over.” In its caption, the instrument is styled a “renunciation”; and that is what we believe, quite firmly, it was intended to be. No reason could be given for [455]*455supposing that the two heirs who made the renunciation intended to accept the succession and thereby to make themselves liable for the obligations of the deceased, without any compensating advantage whatever to themselves. Aside from the presumption which we. refer to, the case comes clearly within the rules established by the Civil Code. Article 1002 declares that a donation or sale or assignment made by an heir, of his right of inheritance, whether made to a stranger or to a coheir, or to coheirs, is to be considered an acceptance of the inheritance, on the part of the donor, seller, or assignor. And article 1003 declares that the same may be said of a renunciation — meaning, of course, that a pretended renunciation may also be said to be an acceptance on the part of the heir who pretends to renounce — if the so-styled renunciation be made in favor of one or more of the coheirs, even though it be made gratuitously, 'or if it be made for a price or consideration, even though it be ' made to all of the coheirs indiscriminately. The reason for those provisions of the Code is that the law itself has said what shall become of an inheritance which an heir has renounced. Article 1022 declares that it shall go to the coheirs of the same degree, or, if there be none, to those next in rank. And article 994 declares that, if an heir exercises any act of ownership of an inheritance, which he has no right to exercise except in his capacity of heir, he is supposed to have accepted the inheritance, and thereby to have acknowledged himself an heir of the deceased. Carrying out those general provisions of the law, and making them more specific, article 1003 merely forbids an heir to divert the established destiny of an inheritance which he renounces. If the heir exercises his right to say what disposition shall be made of his inheritance — which right can be exercised only in his capacity as an heir — he thereby accepts the inheritance and declares himself an heir; or, if -he sells his inheritance to his coheirs indiscriminately, and receives from them a price in lieu of his inheritance— which, of course, he cannot do except in his capacity as an heir — he thereby accepts the inheritance and declares himself an heir. The first clause in article 1003, mentioning a gratuitous renunciation made by an heir “in favor of one or more of his coheirs,” means, of course, in favor of any number less than all of the coheirs, because the next clause in the same article. makes provision for a renunciation made “in favor of all his coheirs indistinctly” (meaning indiscriminately, the French word, in the Code of 1825, being indistinctement). Articles 1002 and 1003 were translated literally from article 780 of the Code Napoleon, viz.:

"Art. 1002. The donation, sale or assignment, which one of the coheirs makes of rights of inheritance, either to a stranger or to his coheirs, is considered to be, on his part, an acceptance of the inheritance.”

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Bluebook (online)
96 So. 29, 153 La. 451, 1922 La. LEXIS 2526, Counsel Stack Legal Research, https://law.counselstack.com/opinion/aurienne-v-mt-olivet-inc-la-1922.