King v. Succession of Lowderback

567 So. 2d 716, 1990 La. App. LEXIS 2110, 1990 WL 140224
CourtLouisiana Court of Appeal
DecidedSeptember 26, 1990
DocketNo. 21763-CA
StatusPublished

This text of 567 So. 2d 716 (King v. Succession of Lowderback) 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
King v. Succession of Lowderback, 567 So. 2d 716, 1990 La. App. LEXIS 2110, 1990 WL 140224 (La. Ct. App. 1990).

Opinion

MARVIN, Chief Judge.

In this declaratory judgment action to interpret a mother’s will to her children, the trial court ruled the testatrix intended the bequest of her home to one of her four children as an extra portion. The other three children appeal, contending that the intent to bequeath as an extra portion was not expressed unequivocally so as to overcome the Civil Code principle that a testatrix is presumed to intend to treat her children equally. CC Arts. 1227-1233, 1501.

We affirm.

FACTS

Bessie Boyd Lowderback died on March 10, 1988, survived by four children, Cecile King, Charlsie DePingre, Charles Ford and Evelyn Smith. Two olographic wills were found. One was written in 1985 and the other in 1988. The later will did not expressly revoke the earlier. Both wills were probated.

Mrs. Lowderback owned her home and an adjoining vacant lot in Shreveport. In her wills, she referred to her home as Lot A and to the vacant lot as Lot B. She also owned rental property on Randolph Street.

The wills provide in part:

1985 will:
I leave my home to Cecile Ford King which is on Lot A. Lot B to Charlsie Ann Ford DePingre so she can build her a home in town for her older years to be near everything. Charles Clifton Ford is to get half of the sales of the Randolph Street place. This should give him enough to finish his house and buy him a tractor. Evelyn Ford Smith is to get half of the other half. My credit union monies, certificate at L.B.T. and Pioneer to be divided equally.
1988 will:
I leave my home to Cecile Ford King, which is on Lot A. Lot B to Charlsie Ford DePingre so she can build her a home in town for her older years to be near everything. Charles Clifton Ford is to get half the sale of Randolph only if he uses it to finish his house and purchase a small tractor. All of anything else I may leave is to be divided equally. Cecile & Charlsie gets $1,000.00 extra dollars for working so hard repairing Randolph.

Cecile King, as testamentary executrix, sought declaratory judgment in the succession proceeding to determine whether the special bequests were intended as an advantage or extra portion, over and above each child’s forced portion of the estate. Mrs. King retained separate counsel in her individual capacity because she is one of the legatees of a special bequest.

TRIAL COURT FINDINGS

With minor editing, we adopt the trial court’s detailed findings:

There is no difficulty in correlating the provisions in the 1985 and 1988 wills. Absent a clear intent to revoke provisions of the earlier will by the later will, all provisions must be given effect.... Louisiana Civil Code Article 1501 provides that the disposable portion of an estate may be given in whole or in part to one or more of the disposer’s children to the prejudice of the other children without its being liable to be brought into the succession provided it be expressly declared by the donor that this disposition is to be over and above the [718]*718legitímate portion. This declaration of an advantage or extra portion may be made in other equivalent terms, provided they indicate, in an unequivocal manner, that such is the will of the testator. La. Civil Code Art. 1233_
The evidence and testimony [of the three daughters] show a close and stable family. The testatrix had continuous and active relationships with her children for most or all of their lives. She was aware and concerned about the welfare of each of her children and she tried to provide for and make a difference in the lives of each of her children.
Both of the wills admitted in evidence reflect this individual concern and awareness. In each, Cecile is to get the home or Lot A; Charlsie is-to get Lot B so she can build her a home in town for her older years to be near everything; and Charles Clifton Ford is to get half the proceeds of the sale of the Randolph Street property....
Each bequest reflects the specialized knowledge and concern for the well-being of each child as well as the testatrix’s awareness of the effect of the bequest, but any intent to treat each child equally is not shown. On the contrary, the reasonable conclusion that the testatrix intended to treat each child differently is inescapable. It is confirmed in the residuary clause: “All of anything else I may leave is to be divided equally.” ...
[The] special bequests [of] $1,000 each to Cecile and Charlsie [are] to be honored. All of the rest of her estate is to be divided equally among the four children.

ARGUMENTS ON APPEAL

Charlsie DePingre, Charles Ford and Evelyn Smith contend, as they did below, that the only bequest their mother intended as an extra portion is the cash bequest to Cecile and Charlsie for repairing the Randolph Street property.1

Appellants object to Cecile receiving the home as an extra portion, in addition to her forced portion of the estate. Describing as “totally unfounded,” the trial court’s conclusion that their mother intended the bequest of her home to Cecile as an extra portion, they claim this intent is not expressed unequivocally. They argue it is “of no legal consequence” that this bequest precedes the residuary clause in the 1988 will, “All of anything else I may leave is to be divided equally.”

Similar bequests in a will were contested in In the Matter of Kendrick, 361 So.2d 309 (La.App. 1st Cir.1978), writ denied. There, the testator left a tract of land to one of his two sons, another less valuable tract to the other son, and the remainder of his property to both sons, share and share alike. Emphasizing that the special bequests preceded the declaration that the sons were to equally share the remainder of the estate, the court found that the testator had declared, in unequivocal terms, his intent to treat his sons unequally as to the two tracts of land and equally only as to the remainder of his estate, notwithstanding that he did not use the term “advantage” or “extra portion” in his will. See also Lazarus, The Work of the Louisiana Appellate Courts for the 1972-1973 Term — Successions and Donations, 34 La.L.Rev. 219, 221 (1974):

Although the dispensation from collation that the disposer may make must be express, no sacramental words are required, and therefore, any declaration from which the disposer’s intention to make the dispensation is clearly manifested should suffice.

In the accompanying footnotes, the author cites CC Arts. 1228, 1231, 1233 and 1501, and states in fn. 11:

Thus, where a testator first makes a particular legacy to one of his children, and then disposes of the remainder of his [719]*719property to be divided equally between all his children, it should be evident that he intends to prefer the particular legatee over the other heirs.

See and compare Jordan v. Filmore, 167 La. 725, 120 So. 275 (1929). There the testatrix left her entire estate to one forced heir and did not mention the other forced heir in her will. The court found that the omitted heir was entitled only to her forced portion of the estate, and denied her claim that she should share equally with the other heir in the disposable portion.

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

Related

Handy v. Cheatum
410 So. 2d 322 (Louisiana Court of Appeal, 1982)
In Matter of Kendrick
361 So. 2d 309 (Louisiana Court of Appeal, 1978)
Jordan v. Filmore
120 So. 275 (Supreme Court of Louisiana, 1929)
Police Jury of the Parish of Ascension v. Shaffett
461 So. 2d 1072 (Louisiana Court of Appeal, 1984)

Cite This Page — Counsel Stack

Bluebook (online)
567 So. 2d 716, 1990 La. App. LEXIS 2110, 1990 WL 140224, Counsel Stack Legal Research, https://law.counselstack.com/opinion/king-v-succession-of-lowderback-lactapp-1990.