In re the Succession of Bickham

506 So. 2d 910, 1987 La. App. LEXIS 9346
CourtLouisiana Court of Appeal
DecidedApril 14, 1987
DocketNo. CA 86 0256
StatusPublished
Cited by3 cases

This text of 506 So. 2d 910 (In re the Succession of Bickham) 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 the Succession of Bickham, 506 So. 2d 910, 1987 La. App. LEXIS 9346 (La. Ct. App. 1987).

Opinion

JOHN S. COVINGTON, Judge.

Talmadge Dennis Bickham, Jr., hereafter referred to simply as “decedent,” died on February 11, 1982. His surviving widow, Marie McCauley Bickham (Marie) filed, on February 16, 1982, a petition to probate decedent’s statutory will and to be confirmed as testamentary executrix. The order probating the will and confirming her [912]*912as executrix was signed that day. Decedent’s only legal heirs, Talmadge D. Bick-ham, III, and Renee LaRue Bickham Priest, hereafter referred to simply as the “heirs,” filed “Petition for Declaratory Judgment and Other Relief” on June 23, 1983, alleging, inter alia, that: “[djecedent ... was married but once and then to Marie McCauley Bickham ” and they were issue of that marriage; certain bequests to Marie constituted an impingement on their legitime and should be reduced to the extent necessary to fully satisfy their legi-time; payment of succession expenses, including state and federal death taxes, out of the residuary estate as directed by decedent’s testament, combined with the testamentary provision that Marie’s legacies were to be free of all succession debts and taxes, also constituted an impingement on their legitime and the succession debts and taxes should be deducted from the decedent’s entire estate before determining the amount of Marie’s and the heirs’ legacies.

In their “amended, supplemental and restated petition for declaratory judgment and other relief,” filed on April 24, 1984, the heirs alleged, inter alia, that: decedent divorced Marie and on December 14, 1974 married Pamela Dianne Kellum and that marriage ended in divorce on January 7, 1977; decedent remarried Marie on March 16, 1977 and was married to her until his death; Marie has been duly qualified as testamentary executrix; Marie is not entitled to receive any “portion of the property ... under the legacy contained in Article 4.3 of the Will” except to the extent such property was “specifically bequeathed to [her] under Articles 4.1 and 4.2”; in the alternative, they are entitled to receive their legitime in full ownership, rather than subject to the testamentary usufruct granted Marie, and that Marie’s legacies “be commensurately reduced ... in order to satisfy said legitime in full”; and “the payment of all debts, funeral expenses, Federal Estate Taxes and State Inheritance and Estate Transfer Taxes, and all of the expenses of the administration of the estate out of their legacy is contrary to ... Article II of” decedent’s testament “and ... all such ... items should be deducted from and paid by the entire estate ... and allocated ratably among the respective portions of the estate to which the heirs and legatees are entitled, in proportion to their respective values.” The heirs alleged other factual circumstances they projected would impinge on their legitime.

Paragraphs 21, 22 and 23 of the amended petition for declaratory judgment challenge Marie’s having designated in the state and federal tax returns “certain assets of the decedent as belonging to the community between her and decedent ... when in fact ... such assets constitute part of the separate property of decedent,” ask for a declaration that such property was decedent’s separate property, and named Marie, “individually and as Testamentary Executrix” as the only party defendant “to assert such rights as she may have.”

Marie answered the heirs’ amended petition, admitting “her marriage and remarriage and dates thereof to decedent and that petitioners were the ... sole children of decedent” but denied the allegations concerning impingement on the legitime, payment of succession debts and administration expenses, and their characterization of most of decedent’s property as separate rather than community.

Marie filed the original detailed descriptive list of succession assets and liabilities on May 31, 1985, along with a petition alleging that specified acts of administration had been performed, certain items of property characterized as either separate or community property in both the federal and state tax returns were redesignated in the descriptive list, and that tax liability “will be affected by the changes.”. The portion of Marie’s petition which ultimately resulted in this appeal consists of Paragraphs 7 through 12 and paragraphs (2), (3) and (4) of her prayer.

Succinctly stated, Marie alleged the heirs informed her they “will attempt to find advantage in an unfortunate episode of marital discord between [Marie and decedent] which occurred during their marriage some years before his death to the end that the separate estate of decedent is en[913]*913larged.” Marie specifically alleged: (1) decedent “was a party to a purported divorce [suit against her in] Arkansas,” based on his assertion that he resided in Arkansas, which assertion “was erroneous because at no time did he ever depart from his residence and domicile of East Baton Rouge Parish and acquire a residence and domicile in any other state and particularly ... Arkansas,” and any assertion of residence or domicile in Arkansas “was made solely for the purpose of attempting to obtain a divorce”; (2) she and decedent were not legally divorced by the Arkansas divorce decree because the Arkansas court “did not have jurisdiction over the subject matter of their persons”; (3) the Arkansas decree is null and void “and did not create a hiatus in the marriage of [decedent and Marie] or give validity to the [Separation Agreement and Property Settlement and Renunciation of Community of Acquets and Gains, both of which were executed April 4, 1974, thus rendering those documents] null and void and of no force and effect [because they] were executed by the parties during marriage and do not fall in a category of transactions exempted from the then existing prohibition against married persons contracting with each other ... and, alternatively, the separation of property was never consummated through delivery ... of the consideration recited in said purported agreement”; (4) decedent’s “purported marriage to Pamela Kellum was without substance and void and the determined community of (sic) estate as shown in the sworn descriptive list was without considering that a divorce and third party marriage and remarriage had occurred”; and (5) she “participated in two other marriages to [decedent] ... on December 17, 1976 and .. ; on March 16, 1977, [which] marriages were consented to by [her] in order to give the decedent the assurance of a continuing marriage to [Marie] which he desired.”

Marie filed an amended descriptive list of assets and liabilities on June 13, 1985; that list differed from the original descriptive list in only one respect, namely the reduction of decedent’s total separate liabilities from $1,783,668.00 to $1,407,552.00, a net decrease of $376,116.00, which increased his total net separate estate from the originally stated $20,260,236.00 to $20,636,-352.00 and his total net estate from the originally stated $20,287,842.00 to $20,663,-958.00. The net value of decedent’s interest in the community property was stated to be $27,606.00 in both the original and amended detailed descriptive list after deducting $3,163,905.00, his one-half of liabilities characterized as community liabilities in the descriptive list.

On July 1, 1985, the heirs filed exceptions of (1) nonjoinder of necessary parties, (2) no cause of action, (3) no right of action, (4) res judicata, and (5) nonjoinder of indispensable parties.

A hearing was held on September 20, 1985 on the exceptions. A portion of the evidence was introduced and the matter was laid over to November 8, 1985 for the introduction of additional evidence.

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Related

Matthews v. Horrell
977 So. 2d 62 (Louisiana Court of Appeal, 2007)
Succession of Bickham
518 So. 2d 482 (Supreme Court of Louisiana, 1988)
In re the Succession of Bickham
508 So. 2d 807 (Supreme Court of Louisiana, 1987)

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Bluebook (online)
506 So. 2d 910, 1987 La. App. LEXIS 9346, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-succession-of-bickham-lactapp-1987.