Giroir v. Dumesnil

172 So. 2d 89, 1965 La. App. LEXIS 4532
CourtLouisiana Court of Appeal
DecidedFebruary 1, 1965
DocketNo. 6305
StatusPublished
Cited by6 cases

This text of 172 So. 2d 89 (Giroir v. Dumesnil) 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
Giroir v. Dumesnil, 172 So. 2d 89, 1965 La. App. LEXIS 4532 (La. Ct. App. 1965).

Opinion

LANDRY, Judge.

This is an action for declaratory judgment instituted by Mr. and Mrs. Lenus A. Giroir, against the heirs of the late Benjamin Dumesnil, seeking plaintiffs’ recognition as owners of certain real property purchased from Marie Boudreaux Dumesnil, widow of the aforenamed decedent, who allegedly acquired same as universal legatee under the last will and testament of her said deceased spouse. Named defendants are the collateral relations of decedent, Benjamin Dumesnil, who died 'leaving no ascending or descending relations. The learned trial court sustained pleas of res adjudicata interposed on behalf of defendants and dismissed plaintiffs’ suit. From this unfavorable adjudication plaintiffs have appealed.

The demand herein asserted by appellants depends entirely upon an interpretation of a certain clause in decedent’s will, which appellants maintain bequeathed subject property to the widow in full owner•ship. On the other hand, defendants contend the will merely bequeathed decedent’s widow a life usufruct in the property in ■dispute and that defendants, as collateral relations of decedent, have inherited the naked ownership thereof inasmuch as the property in question admittedly belonged to decedent’s separate and paraphernal estate.

In addition to their pleas of res adjudi-cata, defendants filed pleas of prematurity and non-joinder and exceptions of improper action all of which were preliminarily overruled pursuant to written reasons appearing of record. An exception of prescription filed on behalf of appellees was not ruled on by the trial court. Defendants also filed an answer incorporating a reconventional demand for damages and the hereinabove mentioned plea of res ad-judicata. The judgment of the trial court sustaining defendants’ plea of res adjudi-cata does not mention appellees’ reconven-tional demand and neither does it rule on defendants’ exception of prescription.

We note that appellants’ brief makes no reference to the action of the trial court’s sustaining defendants’ plea of res adjudi-cata. Instead, appellants’ brief is devoted entirely to a defense of the trial court’s ruling which, over appellees’ timely objection, admitted parol evidence relied on by appellants as constituting proof of testator’s intent to leave subject property to his widow in full ownership. However, in oral argument before this court, esteemed counsel for appellants assailed the action of the trial court in sustaining defendants’ plea of res adjudicata therefore the discussion which follows will consider the argument thus made.

While the circumstances leading to this litigation are not particularly complicated, their narration in detail sufficient to make the issues clear, must, of necessity, be somewhat protracted.

On August 7, 1918, decedent, Benjamin Dumesnil, executed his last will and testament in nuncupative form by public act in the French language, containing a clause admitted by all concerned to be correctly translated as follows:

“I bequeath and give to my said wife, Marie Boudreaux, the enjoyment and usufruct during her life of all the property, movable and immovable (of which I can dispose under the law) of any nature and under any title whatsoever which I may possess at my death for her to do with, enjoy and dispose of as she pleases, and as a thing belonging to her.”

[92]*92On March 18, 1940, testator died survived by his aforenamed widow and certain collateral relatives consisting of six children of a predeceased brother and one child of a predeceased sister. Decedent’s will was presented for probate on May 25, 1940, in the matter entitled “Succession of Benjamin Dumesnil”, Probate No. 2313 of the Seventeenth Judicial District Court for the Parish of Terrebonne. An attorney, Robert B. Butler, Jr., was appointed to represent Dolzie Lagrange, an absent heir, the sole child of decedent’s predeceased sister, Constance Dumesnil Lagrange. Decedent’s will was duly probated following which inventories were made showing the estate consisted of both separate and community property, the former category including the property comprising the subject matter of this litigation. Subsequently, on September 5, 1940, decedent’s surviving widow in community, petitioned the Court for recognition as universal legatee under the will and surviving widow in community and in such capacities she be recognized as owner and sent and put into possession of all property, separate and community, depending upon the succession.

The curator ad hoc appointed to represent the absentee, Dolzie Lagrange, opposed the widow’s petition to be sent into possession of decedent’s separate estate as universal legatee contending the herein-above quoted portion of the will did not bequeath Mrs. Dumesnil ownership of any property, but merely devised a life usufruct upon decedent’s estate. On this premise it was contended that decedent’s will conveyed no interest in said testator’s separate estate, merely a usufruct thereof and that the naked ownership of all decedent’s separate estate passed to his collateral heirs, including Lagrange who, as the sole heir of decedent’s hereinabove named predeceased sister, inherited one-half thereof subject to the usufruct thereon in favor of Mrs. Marie Boudreaux Dumesnil. No opposition to the widow’s petition or other appearance was made on behalf of any of the heirs of decedent’s predeceased brother, Francois Dumesnil,

It being conceded by counsel for the absentee Lagrange that under any interpretation of decedent’s will the widow was. entitled to full ownership of all community property inasmuch as Dumesnil left nO' direct ascending or descending relations,, the attorneys for Lagrange and Mrs. Dumesnil presented a joint motion to the court pursuant to which judgment was. rendered September 5, 1940, deferring disposition of decedent’s separate estate sine-die (sic), fixing the inheritance taxes due by the widow on the community estate and recognizing the widow as owner and sending her into possession of the community-assets.

The succession proceedings remained in-the status indicated until almost seven years later when, on February 27, 1948, Claude Ellender, Esquire, was appointed Judge ad Hoc in place of the district judge who had been attorney of record for Mrs. Dumesnil, Executrix of decedent’s estate, and had in the meantime ascended' to the bench. The issues presented by Lagrange’s opposition were then fixed for trial before the aforesaid Judge ad Hoc. Upon trial of the issues thusly presented no attempt was made to introduce parol evidence for the purpose of explaining the terms of the will. Following trial, the-court, in a well reasoned “opinion and judgment”, held that the only interpretation of decedent’s will which could give effect to all the terms and provisions of the controversial bequest was that the testator thereby disposed only of the usufruct of his property and the naked ownership thereof fell to his heirs at law. The judgment decreed the absentee, Lagrange, be recognized as an heir at law of decedent and as such declared owner of an undivided one-half interest in all decedent’s separate property subject to the usufruct thereof in favor of the legatee, Marie Boudreaux Dumesnil. This judgment rendered September 23, 1947, in the Succession of Benjamin Dumesnil, forms the [93]*93basis of defendants’ plea of res adjudicata. No further disposition was made of decedent’s separate estate in said succession proceedings; the inheritance taxes have never been fixed or paid thereon; and no heir or legatee has been sent and placed in possession thereof, either as owner or usufructuary.

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Related

Lowe v. Rivers
445 So. 2d 105 (Louisiana Court of Appeal, 1984)
American Mannex Corp. v. Prejean
328 F. Supp. 940 (E.D. Louisiana, 1971)
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184 So. 2d 1 (Supreme Court of Louisiana, 1966)

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Bluebook (online)
172 So. 2d 89, 1965 La. App. LEXIS 4532, Counsel Stack Legal Research, https://law.counselstack.com/opinion/giroir-v-dumesnil-lactapp-1965.