Derouen v. Derouen

865 So. 2d 940, 2004 WL 145128
CourtLouisiana Court of Appeal
DecidedJanuary 28, 2004
Docket03-623
StatusPublished
Cited by7 cases

This text of 865 So. 2d 940 (Derouen v. Derouen) 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
Derouen v. Derouen, 865 So. 2d 940, 2004 WL 145128 (La. Ct. App. 2004).

Opinion

865 So.2d 940 (2004)

Succession of Clifton J. DEROUEN
v.
Eugene DEROUEN and Linda Cannon.

No. 03-623.

Court of Appeal of Louisiana, Third Circuit.

January 28, 2004.

*941 Thomas M. Bergstedt, Felton Paul Leger, Brian W. Arabie, Bergstedt & Mount, Lake Charles, LA, for Appellee, Deborah H. Derouen.

Andre' Joseph Buisson, Woodley, Williams, etc., Lake Charles, LA, for Appellee, Donald K. Derouen.

Timothy O'Dowd, Lake Charles, LA, for Appellant, Eugene Derouen and Linda Cannon.

Court composed of ULYSSES GENE THIBODEAUX, Chief Judge, GLENN B. GREMILLION, and ELIZABETH A. PICKETT, Judges.

GREMILLION, Judge.

In this succession case, the trial court found that a clause in the testator's will, which provided that his son was to receive a particular legacy of "an extra portion ... [of] an interest in [his] property equal to 15 acres of his choice," was valid and refused to nullify the will. For the following reasons, we affirm and remand for further consideration.

FACTS

Clifton J. Derouen executed his last will and testament on August 6, 1999; he died on June 22, 2000. He had four children: Donald K. Derouen, Jarrett B. Derouen, Eugene C. Derouen, and Linda Derouen Cannon. In Section IV of his will, Clifton left a particular legacy to Jarrett that provided as follows:

As an extra portion, not subject to collation, I give and bequeath to my son, Jarrett B. Derouen, an interest in my property equal to 15 acres of his choice.

Both Jarrett and Donald were appointed co-executors of their father's estate (Clifton Estate). Jarrett and Donald acted together in administering the estate until Jarrett's death on October 17, 2000. After Jarrett's death, Donald was confirmed as the sole executor of the Clifton Estate. Jarrett died before he exercised his choice as provided in Section IV of Clifton's last will and testament.

Deborah Derouen, the widow and executrix of Jarrett's estate, notified Donald that she, as Jarrett's successor, selected *942 the fifteen acres of land as provided in Section IV of Clifton's last will and testament as Jarrett's choice. Thereafter, Linda and Eugene filed a petition to nullify Clifton's last will and testament. Deborah claims that Section IV of the last will and testament is still valid and that she should be allowed to make the choice that belonged to Jarrett prior to his death. Donald, as the sole executor of the Clifton Estate, sought a declaratory judgment on the issue of whether Section IV is nullified because the legatee is deceased. After a trial on the merits, the trial court found that the provision bequeathing fifteen acres of land to Jarrett was valid as written, which allowed Jarrett's heirs the right to choose that which was originally given to Jarrett in Section IV of Clifton's last will and testament. From this judgment, Linda and Eugene appeal.

ISSUES

An issue in this case is whether a section of a last will and testament that gives an heir and co-executor of the estate an extra portion and power to choose an interest in the estate equal to fifteen acres of property is null where that heir died prior to making such choice. The second issue is whether the authority to make the selection of property shifts to the surviving executor of the estate, if the section in question is not nullified.

LAW AND DISCUSSION

In interpreting a will, the courts in Louisiana are guided by La.Civ.Code arts. 1611 through 1616. These articles provide that the court must ascertain the intent of the testator and that the testator's intent must be given effect. La.Civ. Code arts. 1611, 1612. "The above cited code articles direct us to interpret a testament in a way that furthers, rather than frustrates, the testator's lawful intent." Morgan v. Leach, 96-0173, p. 5 (La.App. 1 Cir. 9/27/96), 680 So.2d 1381, 1384. "The cardinal principle of the interpretation of acts of last will is to ascertain and honor the intent of the testator ascribing meaning to a disposition so that it can have effect." Lingo v. Courmier, 95-542, p. 3 (La.App. 3 Cir. 11/2/95), 667 So.2d 1091, 1093, writ denied, 96-0795 (La.5/10/96), 672 So.2d 925.

In interpreting these articles, the courts endeavor to ascertain the testator's intention, and all other rules of construction are only means to that end. The Supreme Court has indicated that the function of the courts is to carry out the intention of the testator and effect should be given to all language contained in the will if possible.

Succession of Bel, 377 So.2d 1380, 1383 (La.App. 4 Cir.1979). When the words of the testament are plain and unambiguous, the testator's intent should be ascertained from the language used in the testament, giving the words used their usual significance. Succession of Vatter, 192 La. 657, 188 So. 732 (1939). The language used in the testament "must be understood according to its common, popular acceptation." Id. at 668, 188 So. at 736. If the language of the testament is clear, its letter is not to be disregarded under the pretext of pursuing its spirit. La.Civ.Code art. 1611. The language, as well as Clifton's intent, is plain and unambiguous. Clifton sought to give Jarrett an extra share of his property, of Jarrett's choosing.

The provision in Clifton's will at issue is in Section IV that gives Jarrett an interest in property equal to fifteen acres of his choice. Appellants first argue that Section IV violated La.Civ.Code art. 1572 because the testamentary disposition in Section IV was committed to Jarrett's choice, a third person to the will. Louisiana Civil Code Article 1572 provides in pertinent part:

*943 Testamentary dispositions committed to the choice of a third person are null, except as expressly provided by law. A testator may delegate to his executor the authority to allocate specific assets to satisfy a legacy expressed in terms of a value or a quantum, including a fractional share.

Additionally, appellants argue that, even if Jarrett is not a "third person" to the will, Article 1572 was still violated because Section IV left it to only one of two of the executors of the estate to make a distribution of property.

Initially, we shall determine if Jarrett is a third party to the will as it relates to this particular bequest. We note that Jarrett is both a legatee and a succession representative under the will. In that regard, Deborah contends that, because Section IV of the will is a particular legacy, Article 1572 and La.Code Civ.P. art. 3192 (which provides for the duties and powers of multiple succession representatives) are inapplicable to Clifton's bequest to Jarrett. To support her position that Jarrett, as a legatee, is not a third party to the will, she cites four cases.

First, in Fontenot v. Fontenot, 339 So.2d 897 (La.App. 3 Cir.1976), writ denied, 342 So.2d 217 (La.1977), the issue involved whether the failure of the deceased to properly record a notarial adoption nullified the adoption, thereby allowing only the children of the deceased from a previous marriage, who were not adopted, to inherit as forced heirs from the deceased's estate. The court, in a footnote, concluded that, under these particular facts, with respect to the public records doctrine, legal heirs are not generally regarded as third persons in the law. Id. at 904, n. 1.

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Cite This Page — Counsel Stack

Bluebook (online)
865 So. 2d 940, 2004 WL 145128, Counsel Stack Legal Research, https://law.counselstack.com/opinion/derouen-v-derouen-lactapp-2004.