In re the Successions of Lain

189 So. 3d 1125, 2016 La. App. LEXIS 318, 2016 WL 732780
CourtLouisiana Court of Appeal
DecidedFebruary 24, 2016
DocketNo. 50,352-CA
StatusPublished

This text of 189 So. 3d 1125 (In re the Successions of Lain) 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 Successions of Lain, 189 So. 3d 1125, 2016 La. App. LEXIS 318, 2016 WL 732780 (La. Ct. App. 2016).

Opinion

CALLOWAY, J., Ad Hoc..

|! Mary Lee Lain (“Mary”) • appeals the trial court’s judgment awarding the lapsed legacy of John Simon (“John”) to intestate heirs of dededent Willie James Lain (“Willie”). For the reasons set forth in this opinion, we affirm.

FACTS AND PROCEDURAL HISTORY

On February 26, 2015, this succession matter went before the trial court on remand from this court pursuant to In Re Succession of Lain, 49,261 (La.App.2d Cir.8/20/14), 147 So.3d 1204. The facts are detailed in the previous opinion.

Willie and Rosie Mae Lain (“Rosie”) were married on Dedember 27, 1947. However, in 1981 they executed separate statutory wills in which each left his or her entire estate to the other. Willie and Rosie did not have any natural children born of the marriage. However, Rosie’s mother, Ethel Levi, requested that Rosie raise Ethel’s youngest child, John Simon (“John”). Willie and Rosie purportedly adopted John in the 1950s, when John was still a child. When Rosie died on July 2, 2006, her will was not probated.

This matter involved the review of a notarial will executed by Willie on July 26, 2006. In this will, Willie revoked all wills that he had previously made and bequeathed his entire estate “to.be shared equally among his natural and. adoptive children who are Mary Lee Lain ... and John Simon.”

Mary is actually the daughter of Willie’s brother, Martel Lain, Jr. Athough Mary and .Willie had a close relationship, Mary admitted that she bwas never adopted by Willie, contrary-to the statement in his will.

Willie died on'June 4, 2012, but John predeceased him on July 16, 2011. John’s share was claimed by Nelda Lawrence (“Nelda”), his alleged daughter. Nelda was born in 1968 to Shirley. Doyle (“Shirley”), who was married to Roosevelt Freeman at the time of Nelda’s birth. However, it is alleged that John had a sexual relationship with Shirley around the time of Nelda’s birth, and that from this relationship Nelda was conceived.

[1127]*1127On November 4, 2018, the trial court ordered that the Texas judgment recognizing Nelda as John’s daughter be giving-the full faith and credit in these proceedings. Further, the trial court ordered that Willie’s will and codicil be probated, and that Mary and Nelda be recognized as his legatees,

On appeal, this court determined .that the record was void of any evidence of any contestation or disavowal of Nelda’s paternity, and reversed the judgment of the trial court, “insofar as it failed to dismiss all claims of Nelda.” The matter was remanded for a determination of Willie’s intestate heirs, their joinder in this proceeding, and a determination of the effect of the lapsed legacy of . John.

Following this court’s decision, counsel -for Mary filed a “Motion With Applicable Law,” seeking to have the trial court act on the decision. On remand, the trial court had to determine the legal effect of John’s lapsed legacy. On April 1, 2015, the trial court rendered judgment recognizing Mary as testamentary heir of one-half of Willie’s estate, and recognized the intestate heirs as the heirs of the remaining one-half. Mary appeals.

JjLAW AND DISCUSSION

In her sole assignment of error, Mary argues that the trial court erred in disregarding the instruction of this court regarding the effect of John’s death on the disposition of the legacy left to him. Specifically, Mary argues that John’s death caused a lapse of the legacy to him, which further caused accretion to take place in her favor.

Testamentary dispositions are particular, general, or universal. La. C.C. art. 1584. A universal legacy is a disposition of all of the estate, or the balance or the estate that remains after particular legacies. La. C.C. art. 1585. A universal legacy may be made jointly for the benefit of more than one legatee without changing its nature. Id. A general legacy is a disposition by which the testator bequeaths a fraction or a certain proportion of the estate, or a-fraction or certain proportion of the balance of the, estate that remains after particular legacies. La. C.C. art. 1686. In addition, a disposition of property expressly-described by the testator as all, or a fraction or a certain proportion of one of the following categories of property, is also a general legacy: separate or community property, movable . or immovable property, or corporeal or incorporeal property. Id.

A legacy to more than one person is either joint or separate. ■ La. C.C. art. 1588. It is separate when the testator assigns'shares and joint when he’does not, Id. Nevertheless, the testator may make a legacy joint or separate by expressly designating it as such. Id.

A legacy lapses when the legatee predeceases the testator. La. C.C. art. 1589(1). Testamentary accretion takes place when a legacy lapses. La. |4C.C. art. 1590.- Accretion takes place according to the testament, or, in the absence of a governing testamentary provision, according to the following Articles. Id. When a particular or general legacy lapses, accretion takes place in favor of the successor who, under the testament, -would have received the thing if the legacy had not been made. La. C.C. art. 1591. When a legacy to a -joint legatee lapses, accretion takes place ratably in favor of the other joint legatees, except as provided in the following Article. La. C.C. art. 1592. If a legatee, joint or otherwise, is a child or sibling of the testator, or a descendant of a child or sibling of the testator, then to the extent that the legatee’s interest in the legacy lapses, accretion takes place in favor of his descendants by root who were in existence at the [1128]*1128time of the decedent’s death. La. C.C. art. 1593. All legacies that lapse, and are not disposed of under the preceding Articles, accrete ratably to the universal legatees. La. C.C. art. 1595. When a general legacy is phrased as a residue or balance of the estate without specifying that the residue or balance is the remaining fraction or a certain portion of the estate after the other general legacies, even though that is its effect, it shall be treated as a universal legacy for purposes of accretion under this article. Id. Any portion of the estate not disposed of under the foregoing rules devolves by intestacy. La. C.C. art. 1596.

The jurisprudential rule is that a legacy to multiple people “to be shared and shared alike” or “shared equally” is a designation of shares and thus a separate legacy, unless the testator clearly had a contrary intent. See Succession of Lambert, 210 La. 636, 28 So.2d 1 (1946); see also Succession of McCarron, 247 La. 419, 172 So.2d 63 (1965); In Re Succession of Lain, supra.

In Succession of Lambert, supra, the testator bequeathed the “residue of his estate to my brothers Robert Vincent Lambert and Albert Lambert share and share alike.” (Emphasis added.) Albert Lambert predeceased the testator. The supreme court noted that the phrase “share and share alike” means “in equal shares or proportions.” In analyzing the will, the supreme court found:

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Related

Succession of McCarron
172 So. 2d 63 (Supreme Court of Louisiana, 1965)
Succession of Lambert
28 So. 2d 1 (Supreme Court of Louisiana, 1946)
In re the Successions of Lain
147 So. 3d 1204 (Louisiana Court of Appeal, 2014)
Succession of McCarron
172 So. 2d 63 (Supreme Court of Louisiana, 1965)

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Bluebook (online)
189 So. 3d 1125, 2016 La. App. LEXIS 318, 2016 WL 732780, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-the-successions-of-lain-lactapp-2016.