Launey v. Barrouse

509 So. 2d 734
CourtLouisiana Court of Appeal
DecidedMay 13, 1987
Docket86-587
StatusPublished
Cited by4 cases

This text of 509 So. 2d 734 (Launey v. Barrouse) 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
Launey v. Barrouse, 509 So. 2d 734 (La. Ct. App. 1987).

Opinion

509 So.2d 734 (1987)

Angela R. LAUNEY, Plaintiff-Appellant,
v.
Lorraine S. BARROUSE, Defendant-Appellee.

No. 86-587.

Court of Appeal of Louisiana, Third Circuit.

May 13, 1987.

*735 Stephen James Ledet, Opelousas, for plaintiff-appellant.

Donald Soileau, Mamou, for defendant-appellee.

Before DOMENGEAUX, DOUCET and KNOLL, JJ.

DOMENGEAUX, Judge.

In this suit for declaratory judgment, the plaintiff, Angela R. Launey, seeks to have certain provisions in a will declared null.

*736 Mrs. Launey is the testator's sister and the universal legatee under the will. The defendant, Lorraine S. Barrouse, is a legatee under the will and the former wife of the testator's deceased nephew. Both Mrs. Launey and Mrs. Barrouse have appealed the judgment of the district court.

The decedent, Levy Richard, died on August 8, 1978, having left a nuncupative will by public act, dated April 29, 1974. The testament contained the following pertinent dispositive provisions:

"2. I leave and bequeath unto Angela R. Launey and Lorraine S. Barrouse, share and share alike, the use of my home, together with all furniture anf [sic] fixtures located therein, which home is located on Sixth Street in Mamou, Louisiana, for the remainder of their natural life; and to the survivor of these two, Angela R. Launey or Lorraine S. Barrouse, I leave the house and lots, together with the furniture and fixtures located therein, and other improvements located thereon, with full title to the aforesaid property.
3. I leave my store building and lots located on Sixth Street in Mamou, Louisiana, unto Angela R. Launey and Lorraine S. Barrouse for their use for the remainder of their natural life, provided that so long as Lorraine S. Barrouse lives, she shall be entitled to use the store building as a store and/or other businesses, upon payment of a rent of $12.50 per month to Angela R. Launey, and to the survivor of these two, Angela R. Launey or Lorraine S. Barrouse, I leave the said store building and lots.
. . . . .
5. The remainder of my cash, savings account and savings bonds and any other property not hereinabove donated, I leave to Angela R. Launey, in full ownership."

On September 5, 1978, the district court rendered a judgment of possession placing Mrs. Launey and Mrs. Barrouse in possession of the estate as provided for under the will. On May 6, 1985, Mrs. Launey brought this suit seeking to have the provisions in sections 2 and 3 of the will declared to be prohibited substitutions and therefore absolutely null, the result being that the legacies therein would lapse and fall to her as the residuary legatee. Mrs. Barrouse filed peremptory exceptions of prescription and res judicata arguing that Mrs. Launey's right to attack the will was barred by the prescription of five years and that the judgment of possession formed the basis of her plea of res judicata. Additionally, she argued that since Mrs. Launey joined in the petition for the judgment of possession she cannot now attack that which she has previously judicially confessed to be true. The district judge referred a decision on the defendant's exceptions to the merits of the case.

After a trial on the merits, the district court rendered a judgment declaring that through dispositions 2 and 3 of the will the testator gave to Mrs. Launey and Mrs. Barrouse each ownership of an undivided one-half interest in the described property. Given this interpretation of the dispositive provisions, the district court concluded that they constituted prohibited substition in that the testament purports to then give full ownership of the described property to the survivor of the two. Having concluded that these provisions contain prohibited substitutions, he declared them to be absolutely null, insofar as the provisions purport to give full ownership of the described property to the survivor of Mrs. Launey and Mrs. Barrouse.

With respect to the defendant's peremptory exceptions of prescription, res judicata and estoppel, the district court denied these exceptions on the ground that prescription, res judicata, and estoppel cannot bar an attack on a will that is absolutely null.

On appeal, both Mrs. Launey and Mrs. Barrouse have argued that the trial court erred.

Mrs. Barrouse assigns as error the trial court's failure to sustain her peremptory exceptions of prescription and res judicata, thus failing to affirm the September 5, 1978 judgment of possession. In the alternative she argues that the district court's declaratory judgment should be affirmed.

*737 Mrs. Launey assigns as error the district court's failure to find that she is the owner of the disputed property as the residuary legatee under the will, but instead found that she and Mrs. Barrouse each own an undivided one-half interest in the property.

Mrs. Launey's right to bring this suit for declaratory judgment is established by La. C.C.P. art. 1872, which provides the following:

"A person interested under a deed, will, written contract or other writing constituting a contract, or whose rights, status, or other legal relations are affected by a statute, municipal ordinance, contract or franchise, may have determined any question of construction or validity arising under the instrument, statute, ordinance, contract, or franchise and obtain a declaration of rights, status, or other legal relations thereunder."

In order to determine the merits of Mrs. Launey's assignment of error, we must first interpret the language of the testament to determine the way in which the testator intended his property be disposed of. We first note that La.C.C. Article 1712 provides that in interpreting testaments, "The intention of the testator must principally be endeavored to be ascertained, without departing, however, from the proper signification of the terms of the testament." Also, under La.C.C. Article 1713 "[a] disposition must be understood in the sense in which it can have effect, rather than that in which it can have none."

The two provisions of the will which we must examine are the dispositions that are numbered 2 and 3. Disposition 2 begins "I leave and bequeath unto Angela R. Launey and Lorraine S. Barrouse, share and share alike, the use of my home, together with all the furniture anf [sic] fixtures located therein, which home is located on Sixth Street in Mamou, Louisiana, for the remainder of their natural life." There is no difficulty in interpreting this provision. In bequeathing the use of his home and its contents to Mrs. Launey and Mrs. Barrouse for the remainder of their lives, it is clear that the testator intended to leave them the usufruct of this property.

Disposition 2 then provides "and to the survivor of these two, Angela R. Launey or Lorraine S. Barrouse, I leave the house and lots, together with the furniture and fixtures located therein, and other improvements located thereon, with full title to the aforesaid property." The terms of this disposition indicate that the testator intended to make a conditional bequest of the full ownership of the described property to either Mrs. Launey or Mrs. Barrouse, but not to both. Under this provision the bequest is conditional because the disposition of the property depends on the happening of an uncertain event, namely that one of the parties survive the other.

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Bluebook (online)
509 So. 2d 734, Counsel Stack Legal Research, https://law.counselstack.com/opinion/launey-v-barrouse-lactapp-1987.