Braquet v. Administrators of Tulane Educ. Fund

304 So. 2d 720
CourtLouisiana Court of Appeal
DecidedDecember 20, 1974
Docket6231
StatusPublished
Cited by9 cases

This text of 304 So. 2d 720 (Braquet v. Administrators of Tulane Educ. Fund) 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
Braquet v. Administrators of Tulane Educ. Fund, 304 So. 2d 720 (La. Ct. App. 1974).

Opinion

304 So.2d 720 (1974)

Louis J. BRAQUET et al.
v.
The ADMINISTRATORS OF the TULANE EDUCATIONAL FUND.

No. 6231.

Court of Appeal of Louisiana, Fourth Circuit.

August 1, 1974.
On Application for Rehearing November 7, 1974.
Concurring Opinion on Denial of Rehearing December 2, 1974.
Writ Refused December 20, 1974.

Windhorst, Heisler, DeLaup & Wysocki, Henry L. Klein, Frederick P. Heisler, New Orleans, for plaintiffs-appellants.

Chaffe, McCall, Phillips, Toler & Sarpy, C. Manly Horton, Jr., V. Gerald Dean, New Orleans, for defendant-appellee.

Before LEMMON and STOULIG, JJ., and BOURG, J., Pro Tem.

STOULIG, Judge.

Plaintiffs, the collateral relatives and would-be intestate heirs of James Mitchell Rogers, instituted this suit to nullify a donation mortis causa to defendant, the Administrators of the Tulane Educational Fund (the Board), alleging the donee failed to fulfill the condition imposed by the testator on the legacy, i. e., the building of a chapel memorializing decedent's late sister Myra Clare Rogers. Defendant, seized of all the estate assets in 1959, asserted in its answer it made some effort to begin construction during the 13 years that *721 elapsed between decedent's death and the filing of this suit. The Rogers will imposed no time limit for construction, thus the primary question before us is whether Tulane must return the legacy for failure to meet the condition of the onerous donation within a reasonable time.

The trial court dismissed plaintiffs' suit. In written reasons, after finding Tulane's efforts to fulfill its obligation imposed by the decedent unproductive and unreasonable, the trial judge granted defendant an additional 18 months to complete the chapel from the date this judgment becomes final. In so doing, he explained he was guided by the testator's expressed wish to have a chapel built on the Newcomb campus as a lasting monument to his sister. In effect, he found the delays unreasonable and gave the legatee a deadline within which to perform. Plaintiffs have appealed.

Decedent's sister served on the Newcomb College faculty from 1900 until her death in 1932. James Rogers, obviously devoted to his sister during her life and to her memory thereafter, expected the Tulane-Newcomb community to fund and erect a memorial chapel, but this never materialized. Therefore, he left his entire estate for this purpose. His will, dated July 9, 1954, contained this bequest:

"I leave my estate existing at the date of my death to the Administrators of the Tulane Educational Fund for the construction of a non-sectarian chapel on the campus of Newcomb College of Tulane University. This chapel, which shall be of such size and design as to serve the needs of the University, shall be known forever and marked as the Myra Clare Rogers Memorial Chapel, and is given by me to serve as an everlasting memorial of her life and service to her community as a member of the faculty of Newcomb College."

Mr. Rogers knew his estate which he estimated at $150,000 would not be sufficient to build a chapel because he was advised by Mr. Clifford Favrot, a member of the Board, the cost would exceed $300,000. Mr. Rogers then expressed the opinion that Tulane was a wealthy institution and it could make up the difference. From past experience and his knowledge of the university's policy of unrestricted funds for its development program, Mr. Favrot knew Tulane would not help fund the chapel but he did not so inform Mr. Roger.

Mr. Rogers died March 14, 1959 and defendant was issued letters testamentary ten days later when his will was probated. An inventory taken April 13, 1959 listed real property at $60,000 and movables at $76,333.54. Before it could sell the real estate located in Louisiana, the Board successfully sued to have a codicil invalidated that prohibited alienation of the real estate. That litigation became final April 19, 1962 when the Supreme Court refused an application for a writ of certiorari from this court's decision in Succession of Rogers, 138 So.2d 251 (La.App.1962).

Tulane sold the real estate in 1962 and 1963 for $55,000. Dr. Clarence Scheps, then university comptroller, testified there was $168,200 available for construction of the chapel. This included Rogers' net estate, real and personal; insurance policy proceeds of $20,000 with Newcomb College the named beneficiary but which the defendant decided to dedicate to the Rogers Chapel fund; and interest earned by these funds.

It is clear from the record that these funds were adequate to finance construction of a chapel. In fact the chapel Tulane now proposes to build to satisfy the condition of the Rogers legacy could have been constructed in 1961 for $150,000.[1] Edmond Bendernagel, resident architect at Tulane University, testified that plans *722 were being studied at the time of the trial to construct an 8,000 square foot chapel for $230,000. This does not include furnishing and landscaping. That same structure could have been erected for $150,000 projected Mr. Bendernagel based on an F. W. Donnel building cost calculator. This reference reflects construction has increased by 53.2 percent during this ten-year interval.

There was some indecisive action by the university officials between 1960 and 1963, including discussions, tentative sketches and expressions of an intent to solicit more funds to add to the chapel project. However the record does not support the university's position that the lack of funds was the major reason why the chapel had not been built during the past 13 years. It does reflect that even as late as March of 1971 the Board of Administrators voted to: "* * * deny the use for this project of any Tulane University funds other than the Rogers bequest and the Newcomb chapel fund, augmented by a solicitation that would not detract from general fundraising efforts."

What delayed and deferred construction for so long was that Dr. Herbert Longenecker, Tulane president since September 1960, wished to use the Rogers legacy as partial funding for a $2.5 million religious center which would include a chapel. Dr. Longenecker testified a university chapel requires more than a liturgical worship center to serve the needs of a university. He expressed the view that religious facilities on campus must include inter alia classrooms for study, an area for student counseling, a reading room-library in order to meet the student's religious requirements in a relevant way.

Thus the first few years of planning to fulfill the condition of the Rogers bequest were unrealistic because President Longenecker was designing a $2.5 million project on a $168,000 budget. While there is testimony he attempted to solicit the balance from another source, his efforts to generate added funds were unfruitful. After this first round of discussions, the chapel remained dormant until 1970 and at that time Tulane began to consider construction more within the range of what the Rogers fund had to spend. This second series of meetings, discussions and studies underway by the Board and several committees has produced nothing concrete in more than two years. The only affirmative decision reached is the chapel will be built near Newcomb Hall on the same site selected by the study groups considering the problem in the early 1960s.

From these facts, we conclude defendant failed to fulfill the condition upon which it was given the entire estate of decedent. The will specified no time for performance; therefore, under our decision in Bowers v. Roman Cath. Ch. of Diocese of New Orleans, 264 So.2d 329 (La.App.

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Bluebook (online)
304 So. 2d 720, Counsel Stack Legal Research, https://law.counselstack.com/opinion/braquet-v-administrators-of-tulane-educ-fund-lactapp-1974.