In Re Succession of Barthel

762 So. 2d 740, 2000 WL 872964
CourtLouisiana Court of Appeal
DecidedJune 23, 2000
Docket99 CA 1573
StatusPublished
Cited by3 cases

This text of 762 So. 2d 740 (In Re Succession of Barthel) 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
In Re Succession of Barthel, 762 So. 2d 740, 2000 WL 872964 (La. Ct. App. 2000).

Opinion

762 So.2d 740 (2000)

In the Matter of the SUCCESSION OF Donald Maurice BARTHEL.

No. 99 CA 1573.

Court of Appeal of Louisiana, First Circuit.

June 23, 2000.

*741 Bryant W. Conway, Baker, for Plaintiff/Appellant, Irene Hyatt Barthel and Melody Ann Barthel.

Scott H. Fruge', Baton Rouge, for Defendant/Appellee, Estate of Donald M. Barthel (Mary Alice Percle Barthel).

Before: LeBLANC, PETTIGREW, and KLINE,[1] JJ.

KLINE, J. Pro Tempore.

This is an appeal from a judgment in a succession proceeding dismissing Melody Barthel's request to nullify a will and to be recognized as a forced heir of her father's estate. The judgment also dismissed a community property claim asserted by Melody's mother, Irene Hyatt Barthel.

FACTS

The facts in this case are not in dispute. Donald Maurice Barthel (the decedent), married Irene Hyatt Barthel (Irene) in 1956. Two children were born of this marriage, Donald M. Barthel, Jr., (Don) and Melody Ann Barthel (Melody). On November 5, 1971, Irene obtained a judgment of divorce against the decedent. On June 3, 1974, Irene and the decedent executed a written settlement of their community property.

The decedent subsequently married Mary Alice Percle Hatchell (Mary), but no children were born of this marriage. The decedent remained married to and living with Mary until the time of his death. On January 30, 1992, the decedent executed a will leaving all of his property to his wife, Mary. Only in the event that Mary should predecease the decedent were his children, Don and Melody, to inherit any of his property. If Mary predeceased the decedent, *742 one-half of his property was to be divided between Don and Melody, and one-half of his property was to be equally divided among Mary's three children. The statutory will was properly witnessed and notarized. At the time the will was executed in 1992, Melody was over the age of 23.

The decedent died on June 11, 1996. Mary, as testamentary executrix, filed a petition to probate the decedent's will on August 2, 1996. Mary subsequently obtained a judgment of possession, placing her in possession of all of the decedent's property, as set forth in his January 30, 1992 last will and testament.

In November 1996, Irene and Melody filed a petition for nullity of the decedent's will, and they sought an interest in the decedent's pension benefits. Melody sought to be recognized as a forced heir to the decedent's estate and placed in possession of the forced portion of his estate. Melody argued that she was a forced heir at the time the will was executed because in 1993, the Louisiana Supreme Court declared as unconstitutional, 1990 La. Acts No. 147, which act had attempted to redefine forced heirs as children under the age of 23 years.[2]See Succession of Lauga, 624 So.2d 1156 (La.1993) and Succession of Terry, 624 So.2d 1201 (La.1993). In light of this ruling, Melody asserted that the law in effect prior to the passage of 1990 La. Acts No. 147 applied and thus, she was a forced heir at the time the will was executed and was entitled to her forced portion. In response, the estate asserted that the law at the time of the decedent's death governed whether Melody was a forced heir. Because the law at the time of the decedent's death provided, both constitutionally and statutorily, that children over the age of 23 were not forced heirs, Melody was not a forced heir. See LSA-Const. Art. XII, Sec. 5 and LSA-C.C. art. 1493, as amended by 1995 La. Acts No. 1180, § 1. The estate additionally asserted that Melody was not a forced heir under the law in effect at the time the will was executed in November 1992. The plaintiffs subsequently amended their petition to assert a claim that LSA-R.S. 9:2501 was unconstitutional, and requested that the Attorney General of the State of Louisiana be served with a copy of the amending petition.

Also through the plaintiffs' petition, Irene sought a portion of the pension benefits resulting from the decedent's retirement from Dow Chemical Company (Dow). In response, the estate contended that the language of a written community property settlement executed by the decedent and Irene precluded Irene's claim to a portion of the pension benefits upon decedent's death.

The plaintiffs filed a motion for summary judgment as to both of their claims. The estate opposed the motion, and the trial court subsequently denied the motion for summary judgment. Prior to the scheduled trial date, the parties submitted the matter to the trial court for a decision on the briefs, memoranda, and certain exhibits. The trial court rendered judgment in favor of the estate, finding that Melody was not a forced heir at the time of the testator's death or at the time the will was executed. The trial court also found that the community property settlement between the parties contemplated distribution of the pension plan, thus, the clause in the agreement that the parties "discharge[d] each other from any further accounting to the [former] community" governed, and Irene was not entitled to any portion of the decedent's pension plan. The plaintiffs appeal from this judgment, raising three assignments of error.

*743 The first assignment of error contests the trial court's denial of the plaintiffs' motion in limine. The second assignment of error challenges the trial court's application of LSA-R.S. 9:2501 to deny Melody's forced heir claim. The third assignment of error attacks the trial court's denial of Irene's claim to the decedent's pension plan.

DENIAL OF MOTION IN LIMINE

Plaintiffs contend that the trial court should have granted Melody's motion in limine and excluded extrinsic evidence of the decedent's donative intent by striking any affidavits and other evidence submitted for the purpose of establishing the donative intent of the decedent. However, Melody failed to specifically identify the affidavit that she wanted stricken. Based on our review of the record, there is one affidavit that was arguably submitted to establish the decedent's donative intent. This was the affidavit of his wife, Mary, wherein she averred that the decedent communicated his desire to leave all of his assets to her at the time of his death. The estate initially submitted this affidavit with its opposition to the plaintiffs' motion for summary judgment, which motion was later denied by the trial court. However, in the pre-trial order prepared and submitted jointly by the parties on September 1, 1998, Mary's affidavit was not listed as an exhibit. Moreover, the estate made no reference to the affidavit or its contents in its trial brief that was submitted to the trial court on December 1, 1998, although the affidavit was attached to the trial brief.

The motion in limine was set for a hearing on the same day as the trial. However, prior to the trial date, the parties submitted the case to the trial court for decision on the briefs. In the trial court's reasons for judgment, it listed the stipulated exhibits as including Mary's affidavit. After denying the motion in limine, the trial court, without stating what he relied upon in reaching its decision, concluded that:

Melody ... was of full age and majority at [the] time of the execution of [the decedent's] will ... and was over the age of 23.
The will was executed ... prior to January 1st, 1996, and decedent died after December 31st, 1995. This falls under R.S. 9:2501.
Because Melody ...

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Bluebook (online)
762 So. 2d 740, 2000 WL 872964, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-succession-of-barthel-lactapp-2000.