Beck v. Beck

181 So. 635, 1938 La. App. LEXIS 269
CourtLouisiana Court of Appeal
DecidedApril 29, 1938
DocketNo. 5653.
StatusPublished
Cited by9 cases

This text of 181 So. 635 (Beck v. Beck) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Beck v. Beck, 181 So. 635, 1938 La. App. LEXIS 269 (La. Ct. App. 1938).

Opinion

TALIAFERRO, Judge.

The sole issue tendered by this appeal is whether the privilege accorded a widow in necessitous circumstances, against the assets of the succession of her deceased husband, is lost or is prescribed because she does not protect her rights by demanding a separation of patrimony within three months after the heirs have unconditionally accepted the succession, as is provided by Article 1444 et seq., of the Revised Civil Code.

J. Wilson Beck died intestate while a resident of Lincoln parish on March 21, 1932, leaving a widow, Mrs. Kate Beck, the plaintiff, in necessitous circumstances, and an .estate therein of small value consisting of personal property and an undivided half interest in eighty acres of land described as the NW% of NE% and NE% of NW^, Section 26, Township 20 North, Range 2 West.

By a previous marriage there were two children, majors when Beck died, to-wit, Joseph S. Beck and Mrs. Mary Addie Green, defendants herein, who owned jointly by inheritance from their mother the other half interest in said land. These heirs tacitly accepted the succession of their father unconditionally, went into possession of said land, and divided the personal property with plaintiff. The succession was- not formally opened by any court proceeding.. On August 26, 1936, Mrs. Green sold to Joseph S. Beck all of her interest in the land.

Plaintiff instituted the present suit on May 27, 1937. She prays for judgment in personam against the defendants for $1000.-00, with recognition of her privilege, as widow in necessitous circumstances, on the said real estate of the succession. Defendants deny her right to hold them personally responsible for the claim asserted by her and deny that she is entitled to a privilege on the land to secure payment of said claim.

Plaintiff was awarded judgment against each defendant for $439.75, but her demand for recognition of the asserted privilege against the land was rejected, and from that part of the judgment she has appealed. Ap-pellees ask no amendment of the judgment.

A correct decision of the issue herein turns upon an interpretation of several articles of the Civil Code.

*637 The widow, left in necessitous circumstances, has a privilege claim against the succession effects of her deceased husband, and is due therefrom an amount not in excess of $1000.00. This is vouchsafed to her by Article 3252 of the Civil Code, in part, as follows:

- “Whenever the widow or minor children of a deceased person shall be left in necessitous circumstances, and not possess in their own rights property to the amount of one thousand dollars, the widow or the legal representatives of the children, shall be entitled to demand and receive from' the succession of the deceased husband or father, a sum which added to the amount of property owned by them, or either of them, in their own right, will make up the sum of one thousand dollars, and which amount shall be paid in preference to all other debts, except those secured by the vendor’s privilege on both movables and immovables, conventional mortgages, and expenses incurred in selling the property. The surviving widow shall have and enjoy the usufruct of the amount so received from her deceased husband’s succession, during her widowhood, which amount shall afterwards vest in and belong to the children or other descendants of the deceased husband.”

Had plaintiff asserted her rights timely against the' succession, an administration thereof would have been necessary and its assets sold to satisfy her privilege claim. It is the contention of defendants that since plaintiff took no-steps to enforce her claim against the succession until more than three months subsequent to its unconditional acceptance by them, as heirs, the privilege she once enjoyed to secure her claim is lost, prescribed. They rely upon articles of the Code, under the title “Of the Separation of Patrimony”, and the judgment of the First Circuit Court of Appeal of this state in Danna v. Danna, 161 So. 348, to sustain their position. The following articles are pertinent:

“The creditors of .the succession may demand, in every case and against every creditor of the heir, a separation of the property of the succession from that of the heir. This is what is called the separation of patrimony.” Article 1444.
"The object of a separation of patrimony is to prevent property, out of which a particular class of creditors have a right to be paid, from being confounded with other property, and by that means made liable to the debts of another class of creditors.” Article 1445.
“The effect of this demand, on the part of the creditors of a succession, is to cause them to be paid from the effects of the succession in preference to the creditors of the heir.” Article 1446.
"The suit of separation of patrimony must be instituted within three months from the express or tacit acceptance of the heirs; ■ after the expiration of this term, it is not admitted.” Article 1456.
“The petition for separation of patrimony shall not ‘be received, unless it be accompanied with the sworn declaration of the creditor or creditors parties, to it, that they believe the heir is embarrassed with debts, and that they have reason to believe that his personal debts will absorb the effects of the succession to their prejudice.” Article' 1457.
“When there is competition between the creditors of the deceased only, and they have no' privilege nor mortgage, they have an equal right against the effects of the succession, and the property of the heir, and each receives in proportion to his debt, if there is not property enough to pay them all.” Article 1462.

The primary object of a separation of patrimony, as laid down in Article 1445, is to prevent succession property from becoming responsible for the obligations of heirs of the decedent to the prejudice of the creditors of the succession, and vice versa. This evidently refers to ordinary creditors of the succession. This procedure, the codal articles seem clearly to indicate, is only appropriate when the heirs of the deceased are involved in debt or are burdened with obligations which may be enforced against them or their property. In the present case, it does not appear that the heirs of J. Wilson Beck, defendants, ■had any creditors when their father died, or thereafter, against whom the separation of patrimony could have appropriately been invoked. For that reason the creditors of the succession, including plaintiff, if any there were, had no cause for apprehension that the succession property would or could be so handled as to unfavorably affect their preference rights against its assets. Had plaintiff undertaken to protect her rights as a privilege slaima*nt, whom would she have interpleaded to maintain , her position ? There were no creditors of the heirs and the heirs themselves are not necessary par *638 ties to such a procedure. There were not two classes of creditors whose rights were to be preserved separately, as Articles 1445 and 1446, quoted above, clearly indicate must exist to provide a foundation for the exercise of such a judicial procedure.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Lamothe v. Griffin
130 So. 2d 819 (Louisiana Court of Appeal, 1961)
Washington v. Washington
127 So. 2d 491 (Supreme Court of Louisiana, 1960)
Washington v. Washington
116 So. 2d 125 (Louisiana Court of Appeal, 1959)
Rapides Grocery Company v. Vann
89 So. 2d 359 (Supreme Court of Louisiana, 1956)
Rapides Grocery Co. v. Vann
84 So. 2d 831 (Louisiana Court of Appeal, 1956)
Golden v. Crawley
28 So. 2d 129 (Louisiana Court of Appeal, 1946)

Cite This Page — Counsel Stack

Bluebook (online)
181 So. 635, 1938 La. App. LEXIS 269, Counsel Stack Legal Research, https://law.counselstack.com/opinion/beck-v-beck-lactapp-1938.