Matter of Succession of Lindsey

477 So. 2d 148, 1985 La. App. LEXIS 9940
CourtLouisiana Court of Appeal
DecidedOctober 8, 1985
Docket84CA0806
StatusPublished
Cited by7 cases

This text of 477 So. 2d 148 (Matter of Succession of Lindsey) 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 Lindsey, 477 So. 2d 148, 1985 La. App. LEXIS 9940 (La. Ct. App. 1985).

Opinion

477 So.2d 148 (1985)

In the Matter of the SUCCESSION OF Hollis Womack LINDSEY, Jr.

No. 84CA0806.

Court of Appeal of Louisiana, First Circuit.

October 8, 1985.

*150 John Parker, Baton Rouge, and Charles M. Reid, Amite, for plaintiff-appellee, Executor of the Estate-Edwin C. Schilling, Jr.

Donald C. Brown, John P. Everett, Jr., David R. Frohn, Lake Charles, for defendant-appellant, Mrs. Jeanne Gardner Lindsey.

Duncan Smith, Lafayette, for defendant-appellee, Doris Rhodes, Nenie Dyson, and Helen Laird.

Before GROVER L. COVINGTON, C.J., WATKINS, SHORTESS, JJ.

SHORTESS, Judge.

Jeanne Gardner Lindsey (plaintiff-appellant) filed suit opposing the final account of her husband's olographic will as proposed by the testamentary executor, Edwin C. Schilling, Jr. (defendant-appellee). She objected to the designation of some of her husband's property as separate rather than community, distribution to some particular legatees of bequests free of her testamentary usufruct, and giving effect to a mineral proceeds sharing agreement between the decedent and his sisters. Decedent's sisters, Nenie Lindsey Dyson, Helen Lindsey Laird and Doris Lindsey Holland Rhodes (plaintiffs-appellees) also filed an opposition to the final account, objecting to the designation of approximately $40,000.00 in Certificates of Deposit as community rather than separate funds.

The trial court, with oral reasons, found that:

(1) the serially numbered Certificates of Deposit were decedent's separate property at the time of his marriage to appellant;[1]

(2) the particular legacies to Yvonne Gross, Dorothy Jean Peroyea and Katherine Price were subject to the widow's usufruct but not the cash bequests to Vivian Noel and the Greensburg Cemetery Association nor bequests of personal items and family heirlooms to Jules R. Lindsey, James Stafford and Dyson;

(3) the mineral lease was decedent's separate property, but its proceeds (fruits) belonged to the community until its termination and upheld the executor's determination that the widow was entitled to 70% of the mineral proceeds under the terms of the testamentary usufruct; Humble Oil & Refining Company v. Lewis, 245 La. 499, 159 So.2d 132 (1963), and Whatley v. Whatley, 439 So.2d 444 (La.App. 2nd Cir.1983); and

(4) the sharing or pooling agreement was neither against public policy nor illegal, with the right of each party to terminate the agreement by the sale of his property not an LSA-C.C. art. 2024[2] purely potestative condition but a "termination privilege" as provided in LSA-C.C. art. 2036.[3]

The issues on appeal are:

(1) whether the testamentary lifetime usufruct given to the surviving widow by decedent included the legacies to other relatives;

(2) whether the Certificates of Deposit in question, the mineral lease and its fruits and property allegedly bought from his co-heirs by decedent during the existence of the community were community or separate property; and

*151 (3) whether the agreement to share mineral proceeds conf ected by decedent and his sisters is valid and should be followed in dispersing mineral proceeds received by the executor after termination of the community.

FACTS

Hollis Womack Lindsey, Jr. (decedent) died October 8,1982. He had been married twice, first to Marguerite Holland Lindsey, who predeceased him, and second to Jeanne Gardner Lindsey (plaintiff-appellant), the surviving widow. He had no children, and his parents predeceased him. Decedent's second marriage took place on October 8, 1977. Decedent had signed, dated and handwritten a will in olographic form on April 17, 1980, revoking all prior wills, including a statutory will dated November 17, 1977. The olographic will and its March 10, 1981, codicil were probated and several legatees had been placed in possession of some assets, when the widow and three of decedent's sisters opposed the succession executor's final account.

The will was divided into five internally inconsistent parts (A through E).

A. Decedent requested payment of his debts.

B. He left his wife all of his money in checking and savings accounts in City National Bank and Union Federal Loan Association, his residence, all cars and life insurance, plus the remainder of his furniture and appliances not willed to others.

C. His wife was given a lifetime testamentary usufruct without bond of all of his movable and immovable property.

D. Money from timber sales and "proceeds from any rentals royalties and other proceeds" were to go 70% to his widow and 30% to his brother Jules, with his widow to get it all if predeceased by Jules.

E.1. Decedent wrote: "Subject to the above mentioned usufruct, I make the following legacies": to Gross, a 1.6 carat diamond ring, sterling silver, chest and all serving pieces, plus photographs of her taken at different ages; to Peroyea, the china closet inherited from Lake; and to Price, Marguerite's afghan, cedar chest, back bedroom bed headboard only, "two nite tables ... willed to Marguerite by Lillie," desk from the Blind school, her rocking chair, and two cane-bottomed straight chairs.

E.2. The language in the next bequests was different. Decedent returned to the use of "I will and bequeath" in giving $1,000.00 cash each to Vivian Noel and the Greensburg Cemetery Association "in memory of the Lindsey and Holland families," with the request that the Cemetery Association invest the money, using only the interest for upkeep.

E.3. The writing style again changes, with a reference to the fact that all of his separate property either inherited or bought from co-heirs "shall be subject to the usufruct in favor of my wife as set forth above," with the naked ownership willed equally to Etna L. Stafford, Rhodes, Dyson, Laird and Jules.

E.4. Certain movables were willed and bequeathed as follows: to Jules, lifetime usufruct of father's gold watch and chain, with naked ownership of it to Stafford, who would also receive his Masonic watch, chain and ring (without the diamond to be given to Gross); "all other money and Std. Oil N.J. stock" one-half in equal portions to his brother Jules and sisters and the other half in equal portions to eight other relatives; and the final paragraph left "all other property of which I may die possessed" to Dyson, with the request that she "use her judgement in giving each one something." The codicil of March 10, 1981, changed the bequest of Standard Oil of New Jersey stock to his wife.

The will is contradictory in granting the wife's usufruct and in dealing with the remainder of decedent's property. In Part C, the wife's usufruct is granted over all movables and immovables; in Part E3, decedent's separate property is made subject to the usufruct in favor of his wife "as set forth above;" and, in Part E1, the legacies to Gross, Peroyea and Price were made subject to the "above" usufruct. However, the testator specified in Part D that money *152 from timber sales and rentals and royalty proceeds was to be given 70% to his wife and 30% to Jules, and he used distinctly different language in Parts E2 and E4 to "will and bequeath" the cash legacies and family heirlooms. He also requested that the Cemetery Association use only the interest for upkeep and clearly divided the usufruct and naked ownership of his father's gold watch. Additionally, decedent willed the remainder of his estate to his wife in Part B and to Dyson in Part E4, with the request that she "give each one something."

USUFRUCT AND LEGACIES

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Bluebook (online)
477 So. 2d 148, 1985 La. App. LEXIS 9940, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-succession-of-lindsey-lactapp-1985.