Matter of Succession of Robins

349 So. 2d 276, 1977 La. LEXIS 5173
CourtSupreme Court of Louisiana
DecidedJune 20, 1977
Docket59138
StatusPublished
Cited by37 cases

This text of 349 So. 2d 276 (Matter of Succession of Robins) is published on Counsel Stack Legal Research, covering Supreme Court of Louisiana 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 Robins, 349 So. 2d 276, 1977 La. LEXIS 5173 (La. 1977).

Opinion

349 So.2d 276 (1977)

In the Matter of the Succession of Joseph L. ROBINS.

No. 59138.

Supreme Court of Louisiana.

June 20, 1977.
Rehearing Denied September 2, 1977.

Ashton L. Stewart, Laycock, Stewart & Preis, Baton Rouge, for plaintiff-appellant.

Vanue B. Lacour, Lacour & Calloway, Baton Rouge, for defendants-appellees.

TATE, Justice.

May the state validly prohibit an illegitimate child from receiving a legacy intended for him by his father, solely because the child's conception resulted from an adultery committed by the father? Simply stated, that is the issue before this court.

The deceased testator willed his estate, composed entirely of his separate property, to two illegitimate sons. Relying upon Civil Code Article 1488 (1870), his surviving widow by a second marriage opposed the judicial recognition of these legacies. The trial court held the code article to be unconstitutional and, accordingly, dismissed the widow's claim to receive the decedent's estate instead of his testamentary heirs, i. e., his illegitimate sons. An appeal is taken for her claim.[1]

*277 Article 1488[2] prohibits natural parents from giving or willing any part of their estate to their illegitimate children, if these children were conceived as a result of an adultery or of incest. No such prohibition applies to gifts or legacies made by a father to his illegitimate children conceived under other circumstances, at least where (as here) the decedent is not survived by lawful descendants, ascendants, or collateral relations. Articles 1483-87.

The district court held that Article 1488 violates Article 1, Section 3, Louisiana Constitution of 1974[3], in that the code article unreasonably discriminates against adultery-conceived illegitimates solely on the basis of their birth. The constitutional provision states: "No law shall arbitrarily, capriciously, or unreasonably discriminate against a person because of birth * * *."

I.

In this direct appeal to this court from the judgment holding Article 1488 unconstitutional, see La.Const. Art. 5, Sec. 5(D)(1) (1974), the narrow legal issue is:

Does a statute unreasonably discriminate against illegitimate children because of their birth, in violation of our state constitution, when it prohibits a natural parent from giving or willing an illegitimate child any substantial part of the parent's estate solely because the child's conception resulted from the parent's adultery? (The narrowed issue essentially involves the reasonableness of the legislative classification of adultery-conceived illegitimates as being incapable of receiving testamentary dispositions from their parents, when such dispositions are not prohibited as to other illegitimate children, nor as to (technically) "illegitimate" children likewise conceived as the result of an adultery.)

Preliminarily, we emphasize that the present issue does not arise in the context of passing upon the reasonableness of legislative classifications of legitimate versus illegitimate children for purposes of intestate heirship, Articles 886-88, 902, 917-920, nor even for purposes of testamentary succession, Article 1483. Nor does it arise in the context of the legislative reasonableness of the intestate succession of a surviving widow to her husband's property in default of legitimate descendants, to the exclusion of the husband's illegitimate children. Articles 917, 919.

Rather, the issue is narrowed to the reasonableness of a legislative classification by which, solely because his conception resulted from an adultery, an illegitimate child is deprived of any right whatsoever to receive his father's estate should the latter desire to will it to his natural child.

In the present case, for instance, the sons' illegitimacy did not by itself invalidate the legacies by their deceased father to them. The testamentary disposition to these illegitimate sons would have been valid, except *278 for their adulterous conception.[4] Likewise, no statutory bar invalidated the right to the father to make a testamentary disposition of his estate to a third person (rather than to his adultery-conceived children), nor even to the adultery-conceived children of a third person, despite the existence of a surviving spouse (to whom the testator did not wish to will his separate property).

Thus, in all the world, only the children of this father conceived as a result of his adultery are prohibited from receiving his estate if he wills it to them—and for the sole reason that their conception was a consequence of his adultery.[5]

II.

Article 1, Section 3, of our state constitution prohibits laws which "unreasonably discriminate against a person because of [his] birth * * *." In the constitutional debates, both proponents and opponents of the provision noted that it included within its scope unreasonable discrimination against persons because of illegitimacy.[6]

The equal protection guarantee of the constitution essentially requires that state laws affect alike all persons and interests similarly situated. Nevertheless, differences in legislative treatment may validly be accorded to persons or interests classified differently, provided there be shown a rational basis for the differentiation which is reasonably related to a legitimate governmental purpose.

See: Williams v. Williams, 331 So.2d 438 (La.1976); State v. Barton, 315 So.2d 289 (La.1975); Petition of Sewerage & Water Bd. of New Orleans, 257 La. 716, 243 So.2d 809, 813 (1971); Hargrave, The Declaration of Rights of the Louisiana Constitution of 1974, 35 La.L.Rev. 1, 6-10 (1974). See also: Trimble v. Gordon, 430 U.S. 763, 97 S.Ct. 1459, 52 L.Ed.2d 31 (1977).

In the present instance, children were denied by statute the right to receive testamentary legacies intended for them by their father. The sole statutory reason was that, at the time of their conception, their father was married to another woman than their mother, i. e., because their conception resulted from a proven adultery.[7] Except for those conceived of an incestuous relationship, no other illegitimates are so penalized.

The thrust of our analysis must be: What valid state purpose is rationally served by a legislative classification which prevents only illegitimates conceived in adultery from having the capacity to receive testamentary legacies from their father, but (save for incestuous children) does not similarly prevent other illegitimates from doing so?

The valid state purpose said to be served is to help preserve the sanctity of the marriage by penalizing adulteries. Does the denial of any right of the adulterous children to receive legacies provide a rational basis for this differentiated effect accorded these illegitimates and no others?

*279 We find no rational basis for this hence-invidious discrimination against illegitimates solely because their birth resulted from an adultery.

Assuming that adulteries are a social evil that endanger the sanctity of marriages, we note that the legislature has not seen fit to provide sanctions against the adulterous parents—only against their children. "* * * [V]isiting this condemnation [by society "of irresponsible liaisons beyond the bonds of marriage"] on the head of an infant is illogical and unjust. . . . Obviously, no child is responsible for this birth and penalizing the child is an ineffectual—as well as unjust—way of deterring the parent." Weber v. Aetna Casualty & Surety Company,

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349 So. 2d 276, 1977 La. LEXIS 5173, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-succession-of-robins-la-1977.