In the Matter of Succession of Levy

428 So. 2d 904, 1983 La. App. LEXIS 7873
CourtLouisiana Court of Appeal
DecidedFebruary 22, 1983
Docket82 CA 0507
StatusPublished
Cited by11 cases

This text of 428 So. 2d 904 (In the Matter of Succession of Levy) 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 the Matter of Succession of Levy, 428 So. 2d 904, 1983 La. App. LEXIS 7873 (La. Ct. App. 1983).

Opinion

428 So.2d 904 (1983)

In the Matter of the SUCCESSION OF Fred R. LEVY.

No. 82 CA 0507.

Court of Appeal of Louisiana, First Circuit.

February 22, 1983.

*906 Joseph A. Gladney, Baton Rouge, for plaintiff-appellant Freddie Miles Levy, et al.

Alexis St. Amant, Baton Rouge, for defendant-appellee Gale (Dale) Allen Levy, et al.

Carlos G. Spaht, Baton Rouge, for Thomas Anderson.

Before LOTTINGER, COLE and CARTER, JJ.

CARTER, Judge.

This is an appeal from a trial court judgment allowing certain illegitimate children who were able to prove filiation to their predeceased father to claim their share of the legitime of their grandfather's succession as forced heirs.

Fred R. Levy died testate on May 18, 1977. He was married only once and then to Susie Dawson Levy, who predeceased him. Of this marriage, only one child was born, Theodore Julius Levy, who died in 1972. Theodore Julius Levy was married but once and then to Willie Mae Callendar Levy. Of this marriage, four children were born, namely, Theodore Julius Levy, Jr., Dale Allen Levy, Debra Ann Levy, and Lori Levy. A judgment of possession in the Succession of Susie Dawson Levy was signed on February 10, 1976, and in that judgment Theodore Julius Levy, Jr., Dale Allen Levy, Debra Ann Levy, and Lori Levy were declared to be her legal heirs.

On September 28, 1981, Thomas Anderson, executor of the Succession of Fred R. Levy, filed a petition and rule asking the court to determine the amount of the forced portion, the identity of the forced heirs, and the proper distribution of the estate. The rule was issued unto the recognized legitimate children of Theodore Julius Levy and also unto Freddie M. Levy, Jerome Daigre, Yvonne Levy Hawkins and Jessie W. Reynolds.

Freddie M. Levy, Jerome Daigre and Yvonne Levy Hawkins are alleged to be acknowledged illegitimate children of Theodore Julius Levy. Jessie Willard Reynolds claims to be an acknowledged illegitimate child of Susie Dawson Levy and as such claims an amount from the Succession of Fred R. Levy owed to him as heir of Susie Dawson Levy. An amended petition prayed that the rule also be issued to Carl Daigre, also an alleged acknowledged illegitimate child of Theodore Julius Levy.

Judgment had been rendered on a prior rule on March 9, 1978, declaring that "the forced heirs of the decedent, Fred R. Levy, are those born during the marriage of his son, Theodore Julius Levy and Willie Mae Callendar which are as follows: Gayle (Dale) Ann Levy, Theodore Julius Levy, Debra Ann Levy and Lori Levy." In November, 1980, Freddie M. Levy, Jerome Daigre, Carl Daigre, and Yvonne Hawkins filed a petition to annul the March 9, 1978 judgment. After the executor had filed the petition and rule in this case on September 28, 1981, a peremptory exception of res judicata was filed by Dale Allen Levy, Theodore Julius Levy, Debra Ann Levy, and Lori Levy excepting to the petition to annul. Exceptors argued that the judgment of March 9, 1978 was final as to these parties.

The trial court found that the exception of res judicata was not applicable to Carl Daigre since he was not a party to the suit in the March 9, 1978 judgment. The court *907 then reasoned that since La.C.C. art. 919[1] was declared unconstitutional by the Louisiana Supreme Court in Succession of Brown, 388 So.2d 1151 (La.1980), and since the heirs under the March 9, 1978 judgment had not been placed in possession of their legitime, it would allow the various parties the right to attempt to establish that they were the acknowledged illegitimate children of Theodore Julius Levy. The court also held that the issue of whether the parties could inherit as acknowledged illegitimates had not been decided in the prior judgment. There is no dispute that Theodore Julius Levy, Jr., Dale Allen Levy, Debra Ann Levy, and Lori Levy are the legitimate children of Theodore Julius Levy and thus may claim as forced heirs their legitime from the succession of his father.[2]

The trial court rejected the demands of Freddie Levy and Jerome Daigre to be declared acknowledged illegitimate children of Theodore Julius Levy, finding that they were conceived during the marriage of their mothers with parties other than Theodore Julius Levy and were thus legitimate children of those marriages. The trial court then declared Carl Daigre and Yvonne Levy Hawkins to be acknowledged illegitimate children of Theodore Julius Levy and thus forced heirs of Fred R. Levy. The value of decedent's estate was determined by the court to be $45,227.60, and the forced portion was determined to be 1/3 of $45,227.60, or $15,075.86. The trial court rejected the reconventional demand of Freddie Levy, Jerome Daigre, Carl Daigre, Yvonne Levy Hawkins and Jessie Willard Reynolds to have an interest in $7,551.55, the sum of money Fred R. Levy obtained from Susie Dawson Levy's succession as usufructary, on the ground that the demand was a collateral attack on a final judgment and an attempted retroactive application of Succession of Brown.

The court also ordered that if the heirs could not agree on a division of the immovable property within 30 days from judgment, the executor was to sell the fixed assets so that a proper distribution to the forced heirs, special legatees, and universal legatees might be made in accordance with decedent's last will and testament.

Appeal was taken by Jerome Daigre, Carl Daigre, Freddie M. Levy, Yvonne Levy Hawkins, and Jessie W. Reynolds with the following assignments of error:

1. The trial court erred in ruling that Succession of Brown cannot be applied retroactively.
2. The trial court erred in finding that Jerome Daigre and Freddie M. Levy could not be acknowledged illegitimate children of Theodore Julius Levy.
3. The trial court erred in not allowing evidence to establish that Jessie W. Reynolds is the acknowledged illegitimate child of Susie Dawson Levy.
4. The trial court erred in not allowing evidence to establish that Freddie M. Levy, Jerome Daigre, Carl Daigre, and Yvonne Levy Hawkins, as acknowledged illegitimate children of Theodore Julius *908 Levy, are the forced heirs of Susie Dawson Levy.
5. The trial court erred in ruling that if the heirs could not agree on the division of the immovable property within thirty (30) days from the date of judgment, the executor must sell all fixed assets so that a proper disbursement can be made.

Appellees, by answer, appealed from various parts of the judgment with the following assignments of error:

1. The trial court erred in finding that the estate of Fred R. Levy was valued at Forty-five Thousand Two Hundred Twenty-seven and 60/100 ($45,227.60) Dollars, and that the forced portion was, therefore, valued at Fifteen Thousand Seventy-five and 86/100 ($15,075.86) Dollars.
2. The trial court erred in ordering a division by licitation of the immovable property within thirty (30) days from the date of the judgment if the parties could not agree to an amicable partition.
3. The trial court erred in sustaining the claims of Carl Daigre and Yvonne Levy Hawkins to be acknowledged illegitimate children of Theodore Julius Levy, and, therefore, forced heirs by representation of Fred R. Levy.
The issues before the court are as follows:
(1) Can the acknowledged illegitimate children of Theodore Julius Levy be recognized as forced heirs of Fred R. Levy?

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Bluebook (online)
428 So. 2d 904, 1983 La. App. LEXIS 7873, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-the-matter-of-succession-of-levy-lactapp-1983.