Heirs of Cole v. Cole's Executors

7 Mart. (N.S.) 414
CourtSupreme Court of Louisiana
DecidedFebruary 15, 1829
StatusPublished
Cited by3 cases

This text of 7 Mart. (N.S.) 414 (Heirs of Cole v. Cole's Executors) 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
Heirs of Cole v. Cole's Executors, 7 Mart. (N.S.) 414 (La. 1829).

Opinion

Porter, J.

delivered the opinion of the court. Two questions are presented on the in this case. The first arises under the following disposition in the last will and testament of the deceased.

leave and bequeath unto my said brother, ^am es Col e, all the residue of the property and effects of which I may die possessed, after the payment of my just debts, for and during his natural life; and at his decease it is my will that the same descend to all his children, ... , and share alike, without regard to the laws of primogeniture existing in that country (Ireland.)”

“The foregoing disposition of my property [415]*415may not be conformable to the laws of the J state: nevertheless I make this my last and so- , ... - i /> lemn request, that the residue oí my property after the legacies be disposed of in the above manner, inasmuch as my said mother is very Old and has already been sufficiently provided for, and that my Said brother is a married man, and has a large and helpless family. And in case of the foregoing disposition in favor of my brother being disturbed, then I leave and bequeath Unto my said brother James, for him and his children as aforesaid, such part and portion of my estate as by law 1 may and can.”

The court'below was of opinion that the legacy was good, except so far as it affected the legitime of the toother, who was a forced heir. The judgment of that tribunal gave the one fourth to the mother, and the balance to the appellee.

The case has been very elaborately argued. The abolishing of substitution midfidei com-missa appears not to have destroyed the litigation of which they Were such a fruitful source under the Roman law. It seems as if we were destined to have as many subtle and perplexing questions about what is, or is not, a [416]*416substitution, as were formerly presented in re-J r lation to the application of the doctrine topar-ticular cases. In the present instance however, the conclusions to which our reflections have brought us, render it unnecessary to decide, whether the clause in the will which has been the subject of so much discussion at the bar, does or does not present a substitution.

It is necessary to check the power of the citizen over his property after his decease; for the strong desire in mankind to perpetuate their authority over what they have acquired, would otherwise induce them to place it for a length of time, and for ever if they could, out of the reach of alienation. But notwithstanding the authority of the law to restrain dispositions of testators contrary to public good, such is the respect paid to the wishes of the owner, that we believe it may be safely stated to be the spirit of the jurisprudence of every civilized country, to carry into effect his will, unless it clearly violates the prohibition which the legislature has established. The source of this doctrine is found in the heart of every man, and it promotes under proper limitation a great purpose of public policy: for one of [417]*417the strongest motives to industry and economy; one of the highest excitements to the exercise » of those duties which make a valuable citizen, is a conviction that the acquisitions of his frugality and enterprise, will be transmitted as he may direct at his death, to promote the happiness of those who were dear to him in life.

In all cases of doubt then the testament should be maintained. Thus in France, on provisions the same as ours, it is a well established principle of their jurisprudence never to annul a testamentary disposition unless it necessarily presents a substitution, and cannot be sustained in any other manner. Toullier, Liv 3, Tit. 2, Chap. 1, Nos. 44 & 46.

It is clear to us that the object of the testator, from the whole of the testament, was to give the mass of his property to his brother, and to the children of that brother. After leaving it to him for life, he directs that at his death it shall belong to his children: and apprehensive that such a disposition of his property might be forbidden by law, he declares that in the event of it being so “I leave to my said brother James and his children, such part and portion of my estate, as by law 1 may or can.”

[418]*418The portion of his estate which by law ire , r J might have given to his brother and children, was the remainder left after deducting the le-gitime of the forced heir, the mother; and to that remainder, except so far as parts of it may have been given to others by particular legacies, we think the appellees are entitled.

It might perhaps be made a question, whe. ther the father and children were not to take share and share alike under the will, or whether the father should not take a usufruct for life, with the remainder over to his children. The latter construction would perhaps come nearer satisfying the particular intent of the testator. But this question it is unnecessary we should decide. There is no contest between the father and his children, and it is sufficient for us, and the decision of the case, that by the will they can legally take the portion left to them in any right, to the exclusion of the other collateral relations. La. code, 1509.

Error has been alleged in the amount given by the decree of the court of probates, to the forced heir, the mother. By its judgment she was declared to be entitled to the one fourth.

The doubt in relation to the correctness of [419]*419that judgment arises from three articles in our J ® code.

The 1481 art. declares: “Donations inter vivos, or mortis causa, cannot exceed two thirds of the property, if the disposers having no children leave a father, mother, or both.”

The 899 article is in the following words: “If any one dies leaving no descendants, but a father and mother, and brothers and sisters, of descendants of these last, the succession is divided into two equal portions; one of which goes to the father and mother, who divide it equally between them, the other to the brothers and sisters, or their descendants, as is prescribed in the following section.”

Art. 900. “If the father or mother of the person who had died without issue, has died before him, the portion which would have been inherited by such deceased parent, according to the terms of the preceding article, will go to the brothers and sisters of the deceased, or to their descendants, in the manner directed by the following sections.”

The first of these articles impliedly gives to the father and mother, as forced heirs, one third of the estate, for it prohibits the child to [420]*420dispose of more than two thirds, if either of _ ’ the parents survive him.

But the third, by positive enactment, only to the father or mother the one fourth; the construction therefore just alluded to of the 1487 article, is irreconcileable with the direct and positive commands of the legislature in the 899th and 900th.

The 1481st however, contains negative expressions prohibiting the descendant to give more than two thirds by donation inter vivost or mortis causa, when he leaves either father or mother.

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Related

Succession of Burgess
359 So. 2d 1006 (Louisiana Court of Appeal, 1978)
Succession of Dinwiddie
263 So. 2d 739 (Louisiana Court of Appeal, 1972)
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2 So. 2d 665 (Louisiana Court of Appeal, 1941)

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7 Mart. (N.S.) 414, Counsel Stack Legal Research, https://law.counselstack.com/opinion/heirs-of-cole-v-coles-executors-la-1829.