Matter of Succession of Jones

369 So. 2d 1143, 1979 La. App. LEXIS 3812
CourtLouisiana Court of Appeal
DecidedMarch 5, 1979
Docket12461
StatusPublished
Cited by8 cases

This text of 369 So. 2d 1143 (Matter of Succession of Jones) 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
Matter of Succession of Jones, 369 So. 2d 1143, 1979 La. App. LEXIS 3812 (La. Ct. App. 1979).

Opinion

369 So.2d 1143 (1979)

In the Matter of the Succession of Anna Lusk JONES.

No. 12461.

Court of Appeal of Louisiana, First Circuit.

March 5, 1979.
Rehearing Denied April 16, 1979.

*1145 Charles H. Dameron, Baton Rouge, of counsel, for Testamentary Executrix-appellant Jessie Lee Lusk Black well.

Stephen Dart, St. Francisville, of counsel, for defendant-appellant Jefferson Lusk Smith.

William H. Mouton, Lafayette, of counsel, for defendant-appellant Jessie Lee Lusk Delahoussaye.

C. N. Malone, Baton Rouge, of counsel, for defendant-appellant Alice Louise Lusk Johnson and Ethel Lusk.

Bruce Turner, Baton Rouge, of counsel, for plaintiff-appellee Evelyn Higdon Blackburn.

J. B. Thompson, in pro per.

Before LANDRY, COVINGTON and PONDER, JJ.

COVINGTON, Judge.

This is a declaratory judgment action brought by Jessie Lusk Blackwell, Testamentary Executrix, seeking interpretation of the Last Will and Testament of Anna Lusk Jones dated March 20, 1972, which has been probated by the District Court in the probate proceedings. The Testamentary Executrix alleged that she was unable to deliver all of the legacies made in the will because of a number of ambiguities and uncertainties contained therein.

The facts in this case show that Anna Lusk Jones died on November 15, 1975, domiciled in East Baton Rouge Parish, Louisiana. Her husband, Benjamin A. Jones, predeceased her, as did her parents. The decedent had no children; and, therefore, she left no forced heirs. She was survived by one sister, Jessie Lusk Blackwell, the Testamentary Executrix, and the following children of predeceased brothers and a sister: Webster L. Lusk, Sr., Harry Upton Lusk, Jessie Lee Lusk Delahousaye, Alice Louise Lusk Johnson, Jefferson Lusk Smith, Joseph W. Lusk, Myrtle Lusk St. Pierre, Ethel Lusk, Mabel Lusk Kelly, Marion Lusk, Alfred Persac Lusk, and Sister Joseph Marie Lusk, all of whom were named parties defendant in the declaratory judgment action brought by the Testamentary Executrix. The suit also named Evelyn Blackburn, a legatee, and James B. Thompson, III, transferee in an Agreement to Sell, as defendants.

The petition set out that the will contained the following ambiguous and uncertain legacies:

A. "To my sister Jessie Lusk Blackwell, I leave my home and all the furnishings including my silver and china."

This legacy was said to be uncertain in failing to describe the amount and description of immovable property included in the word "home" and in failing to particularize what was included in the word "furnishings."

B. "To Webster Lytle Lusk Senior, I leave the home he is now living in on Hobgood Tract, from his driveway to the Comite River."

This legacy was said to be uncertain in failing to adequately describe the amount and description of the immovable property included in said legacy.

C. "To Mrs. Blackburn, I leave the house she is now renting from me with a frontage from my yard on the west side—containing a frontage to the property line bordering the land formerly owned by Albert LeBlanc et als."

This legacy was said to be uncertain in that Mrs. Blackburn (believed to be Evelyn Blackburn) was not renting from the decedent at the date of death and in that it failed to adequately describe the immovable property embraced within the legacy.

D. "(1) To Jessie Lusk Blackwell, I leave ten thousand dollars and all remaining cash after all my debts are paid.
"(2) To Jessie Lusk Blackwell, I leave all remaining property I own in City of Baton Rouge, La."

These two legacies were said to be uncertain as to their meaning and intent, particularly with respect to the property to which they are applicable, and with respect to the question as to whether or not the two legacies *1146 (considered together) amount to a universal residuary legacy.

The petition also inquired into the enforceability of a purchase agreement by setting out that there was uncertainty with respect to whether or not the Testamentary Executrix was required to initiate the appropriate steps to effect a transfer to James B. Thompson, III, of the balance of the property described in the Agreement to Sell between the decedent and James B. Thompson, III, dated April 25, 1972, even though the time stated for passage of the Act of Sale had expired.

As a collateral matter, it was alleged that the Testamentary Executrix needed advice as to what disposition was to be made of the proceeds of the sale if a sale was made, or what disposition was to be made of the immovable property if the sale was not made.

On the trial, the District Court rendered judgment declaring the rights of the parties and judicially interpreting the Last Will and Testament of Anna Lusk Jones as follows:

"1.

"The following legacy contained in the last will and testament of the decedent:
"`To my sister Jessie Lusk Blackwell, I leave my home and all of the furnishings including my silver and china.'
"be and the same is hereby decreed to include the following:
"a.) A certain tract or parcel of land, together with all of the buildings and improvements thereon, situated in the Parish of East Baton Rouge, State of Louisiana, in Section 44, Township 6, south range 1 east, containing 2.54 acres and being designated as `Tract Y-1' on a plan of survey, dated October 15, 1974, revised September 10, 1977, made by Shashikant C. Shah, registered professional engineer, which survey is entitled `A map showing the survey of a 162.91 acre tract known as the Anna Lusk Jones tract, and the division of the 157.96 acre portion being south of Joor Road into tracts X & Y, located in Section 44, T-6-S, R-1-E, Greensburg Land District, East Baton Rouge Parish, Louisiana'; the said parcel of land having such dimensions as is shown on said map
"b.) All of the contents of any nature or kind whatsoever which are located in the residence of decedent located upon the tract described in sub-paragraph (a) above.

"2.

"The following legacy contained in the last will and testament of the decedent:
"`To Webster Lytle Lusk, Senior I leave the home he is now living in on Hobgood Tract, from his driveway to the Comite River.'
"be and the same is hereby declared to include the following:
"A certain tract or parcel of land together with all of the buildings and improvements thereon situated in the Parish of East Baton Rouge, State of Louisiana, in Section 44, Township 6, south range 1 east, containing 152.47 acres and being designated as `Tract X' on the plan of survey dated October 15, 1974, revised September 10, 1977, made by Shashikant C. Shah, registered professional engineer, which survey is entitled `A map showing the survey of a 162.91 acre tract known as the Anna Lusk Jones Tract, and the division of the 157.96 acre portion being south of Joor Road into tracts X & Y, located in Section 44, T-6-S, R-1-E, Greensburg Land District, East Baton Rouge Parish, LA'; the said parcel of land having such dimensions as is shown on said map.
"The said legacy does not include `Tract Z' as shown on said map.

"3.

"The following legacy contained in the last will and testament of the decedent:

"`To Mrs.

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Bluebook (online)
369 So. 2d 1143, 1979 La. App. LEXIS 3812, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-succession-of-jones-lactapp-1979.