In Re Succession of Gonzales

868 So. 2d 987, 2004 WL 575050
CourtLouisiana Court of Appeal
DecidedMarch 10, 2004
Docket2003-CA-0823, 2003-C-0537
StatusPublished
Cited by3 cases

This text of 868 So. 2d 987 (In Re Succession of Gonzales) 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 Gonzales, 868 So. 2d 987, 2004 WL 575050 (La. Ct. App. 2004).

Opinion

868 So.2d 987 (2004)

SUCCESSION OF Dr. Francisco Manuel GONZALES.
Succession of Dr. Francisco Manuel Gonzalez.

Nos. 2003-CA-0823, 2003-C-0537.

Court of Appeal of Louisiana, Fourth Circuit.

March 10, 2004.
Rehearing Denied April 7, 2004.

Bernard L. Charbonnet, Jr., Darryl Harrison, Law Office of Bernard L. Charbonnet, Jr., New Orleans, LA, for Appellant, Nina M. Kelly, Ph.D.

Val Patrick Exnicios, Liska, Exnicios & Nungesser, New Orleans, LA, for Appellant.

Harold E. Molaison, Bruce A. North, Adrian F. LaPeyronnie, III, Molaison & Greenberg, L.L.C., Gretna, LA, for Appellee, Francisco Manual Gonzalez, Jr.

(Court composed of Chief Judge JOAN BERNARD ARMSTRONG, Judge MICHAEL E. KIRBY, Judge DAVID S. GORBATY).

DAVID S. GORBATY, Judge.

Francisco Manuel Gonzalez, Sr., died on November 26, 2002. Prior to his death, he executed a notarial testament dated July 11, 1990, leaving his entire estate to his then wife, Nina Kelly (Kelly), and designating her as the executrix of his estate. On July 2, 1999, Kelly filed a petition for divorce, which was granted on March 13, 2001.

*988 On December 4, 2002, Dr. Gonzalez's eldest son, Francisco, Jr., filed a petition to be notified of any application for appointment of succession representative and/or tableau of distribution. The petition alleged that Dr. Gonzalez died intestate. One week later, Kelly also filed a petition to be notified of any application for appointment of succession representative. Kelly alleged that her ex-husband died testate, and that she was designated as the testamentary executrix in the will. However, she declined to serve in that capacity.

In January of 2003, Francisco, Jr., applied to be appointed as independent administrator of his father's estate, again alleging that his father died intestate. He named Kelly as defendant-in-rule, requesting that she be ordered to appear and show cause why he should not be appointed independent administrator.

Subsequent to the aforementioned filing by Francisco, Jr., Kelly filed a petition to have Dr. Gonzalez's will probated, and to be confirmed as the testamentary executrix. She attached to her petition a photocopy of the will, alleging her belief that the original was maintained by the notary's former law firm, which no longer existed. Kelly requested the court to appoint a notary to search for the original, but in the event it could not be located, she desired that the photocopy be accepted for probate and that she be confirmed as executrix. Her petition specifically cited to La. Civ. Code art. 1608, a provision enacted in 1997, and which provided that if a legatee is divorced from the testator after the execution of the testament, then any legacies to the ex-spouse or appointments of the ex-spouse are revoked. She argued that the codal provision was substantive in nature, and, therefore, could only be applied prospectively. Thus, the testament should be probated as written.

Francisco, Jr., answered Kelly's petition denying that his father had died testate based on his interpretation of La. Civ.Code art. 1608. Specifically, by applying art. 1608 to the provisions of the testament offered by Kelly, the testament was revoked by operation of law, rendering his father intestate.

On March 17, 2003, the trial court rendered judgment appointing an attorney theretofore not involved in the litigation as provisional administrator. The court reasoned that because neither Francisco, Jr., nor Kelly met the requirements of La. Code Civ. Proc. art. 3097(B), it had to appoint an impartial administrator in the interim. The trial court denied Kelly's petition to be confirmed as testamentary executrix based on the provisions of La. Civ.Code art. 1608(5). Despite the apparent revocation of the will by operation of La. Civ.Code art. 1608(5), the trial court nonetheless ordered the will filed and executed, with the order having the effect of probate. However, the trial court stayed the order of probate "pending a final determination to be made by this court [the trial court], as it relates to who shall be appointed independent or dative testamentary executor of the estate ... at a hearing set for April 21, 2003, in accordance with article 3098 of the Code of Civil Procedure."[1]

In response to the trial court denying her appointment as testamentary executrix, Kelly filed a petition for suspensive appeal, which was lodged with this Court on May 5, 2003. Francisco, Jr., filed an application for supervisory writ with this Court. The writ panel to which Francisco's writ was assigned, ordered the writ consolidated with Kelly's appeal. The panel *989 did so without reasons and without addressing the merits of the writ application.

Louisiana Code of Civil Procedure art. 2974 provides that "[a]ppeals from orders or judgments rendered in succession proceedings shall be governed by the rules applicable to appeals in ordinary proceedings, except that an order or judgment confirming, appointing, or removing a succession representative ... shall be executed provisionally, notwithstanding appeal." As such there is no right to a suspensive appeal. See, Miller v. Miller, 35,934, p. 10 (La.App. 2 Cir. 5/8/02), 817 So.2d 1166, 1173; Succession of Beattie, 163 La. 831, 112 So. 802 (1926).

Nonetheless, it is the opinion of this Court that to dismiss Kelly's appeal would serve a great injustice upon all parties concerned. The main issue in both Kelly's appeal and Francisco, Jr.'s, writ application is the applicability of La. Civ.Code art. 1608(5). Until such time as a ruling is made, the parties cannot move forward with the succession, except through the actions of the provisional administrator. To that end, we convert Kelly's appeal to a supervisory writ and shall address the merits of both writ applications.

DISCUSSION:

The issue in this case is whether La. Civ.Code art. 1608(5) is applicable to a testament executed in 1990. A thorough search of the jurisprudence reveals that the issue is res nova.

Kelly argues that she had a vested right in Dr. Gonzalez's testament, and to apply La. Civ.Code art. 1608(5) retroactively would unconstitutionally divest her of that substantive right.[2] Francisco, Jr., argues that the issue is not retroactive application of the article because Kelly's rights did not come to fruition until Dr. Gonzalez died. Thus, the law in effect on the date of death is applicable.

Louisiana Civil Code art. 1608(5) is part of the revision law of successions adopted by Act 1421 of 1997, which had an effective date of July 1, 1999. The article provides in pertinent part:

Revocation of a legacy or other testamentary provision occurs when the testator:
* * * *
(5) Is divorced from the legatee after the testament is executed and at the time of his death, unless the testator provides to the contrary.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Succession of Loy L. Olsen, Jr.
Louisiana Court of Appeal, 2020
In Re the Succession of Clark
6 So. 3d 266 (Louisiana Court of Appeal, 2009)
In Re Succession of Clark
977 So. 2d 1000 (Louisiana Court of Appeal, 2007)

Cite This Page — Counsel Stack

Bluebook (online)
868 So. 2d 987, 2004 WL 575050, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-succession-of-gonzales-lactapp-2004.