Matter of Succession of Williams

608 So. 2d 973, 1992 WL 355075
CourtSupreme Court of Louisiana
DecidedNovember 30, 1992
Docket91-C-2063
StatusPublished
Cited by23 cases

This text of 608 So. 2d 973 (Matter of Succession of Williams) 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 Williams, 608 So. 2d 973, 1992 WL 355075 (La. 1992).

Opinion

608 So.2d 973 (1992)

In the Matter of the Succession of Janice Ann Parker WILLIAMS.

No. 91-C-2063.

Supreme Court of Louisiana.

November 30, 1992.

*974 William W. Hall, William P. Connick, Arthur J. Lentini, Hall, Lentini, Mouledoux & Wimberly, Metairie for applicant.

Prentice L.G. Smith, Jr., Patricia R. Smith, Smith & Smith, Baker, for respondent.

LEMMON, Justice.

This is a will contest between the testatrix's father and the legatee of the disposable portion of the testatrix's estate. The issue is whether the testatrix's bequest of the "forced portion of my estate" to her father, in a will confected at the time when parents were forced heirs, expressed an intent to leave her father a specific portion of her estate or an intent to leave her father only the portion of her estate required by law to be given to a parent as a forced heir. Determination of the testatrix's intent was crucial because forced heirship for parents was abolished before the testatrix died.

The testatrix was married twice and had no children from either marriage. During her second marriage she and her husband, Edgar Williams, Sr., raised from infancy her husband's illegitimate child, Edgar Turner, who had been born in 1967.

In 1977 the testatrix and her husband consulted an attorney about a divorce, as well as about adopting the child and making wills. The parties were divorced in March, 1977, but they continued to live next door to each other and she continued to treat the child as her own.

On November 1, 1977 the testatrix and Edgar Williams, Sr. executed contemporaneous wills in which each left the disposable portion of his or her estate to Williams' child and each named the other as executor. The pertinent portions of the testatrix's will provided as follows:

II.
I leave to my beloved father, Abe Parker, his forced portion of my estate.
III.
I bequeath to Edgar Lee Williams, Jr., the entire disposable portion of my estate. Edgar Lee Williams, Jr.'s name on his birth certificate is now Edgar Lee Turner, but his name is in the process of being changed due to the adoption by my former husband, Edgar Lee Williams. It is to this child I leave the portions stated herein no matter his legal status at the time of my death.
IV.
If my father, Abe Parker, should predecease me, I leave all of my property to Edgar Lee Williams, Jr.[1]

At the time of the making of the wills, La.Civ.Code art. 1494 provided:

Donations inter vivos or mortis cause can not exceed two-thirds of the property, if the disposer, having no children, leaves a father, mother, or both, provided that where the legal portion of the surviving father, mother, or both is less than one-third the forced portion shall not be increased to one-third but shall remain at the legal portion.[2]

*975 Article 1494 was repealed by La.Acts 1981, No. 442, which expressly made the repeal applicable "to the property of persons whose date of death is after December 31, 1981." The testatrix died in 1989, maintaining the close relationship with the child until her death.[3]

After the will was probated, Williams, Sr., as executor, and Williams, Jr., as legatee, filed a joint petition to recognize Williams, Jr.'s entitlement to the entire estate. The pleading asserted that the testatrix had bequeathed only the forced portion of the estate to her father and that since at the testator's death the forced portion for parents of persons who died after December 31, 1981 had been abolished, the testatrix's father was entitled to nothing. In opposition, the father filed a pleading claiming one-third of the estate in accordance with the will of the testatrix.[4]

Evidence at the hearing established that the testatrix and her father remained close until her death, even though he had lived in nursing homes after 1974. She visited him at least once a week and took him gifts, even after she was unable to drive following the 1984 injury.

The trial judge decided that Williams, Jr. was entitled to the entire estate. The judge reasoned that although the testatrix's words arguably indicated "a desire to leave [her father] something," the words equally indicated "a desire to leave [her father] only that portion that the law requires to be left" to a parent. (emphasis added). Since the law at the time of the testatrix's death did not require her to leave anything to her parent, the judge concluded that the forced portion referred to by the testatrix was zero.

The court of appeal affirmed. 593 So.2d 658. Noting that the trial judge found the testatrix's intent was to leave her father only that which was required by law, the court of appeal concluded that the trial judge's factual finding as to the testatrix's intent was not manifestly erroneous.[5]

The intent of the testator is the paramount consideration in determining the provisions of a will. La.Civ.Code art. 1712. When a will is free from ambiguity, the will must be carried out according to its written terms, without reference to information outside the will. Id. However, when a provision in a will is subject to more than one equally reasonable interpretation, then the court may consider all circumstances existing at the time of the execution of the will (and not just the language of the will) which may aid in determining the intent of the testator. La.Civ. Code art. 1715.

In the present case the provision in the testatrix's will leaving the "forced portion of my estate" to her father was subject to two reasonable interpretations. The testatrix, who had been informed about the forced heirship law in existence at the time of the making of the will, could have intended by her words to leave to her father one-fourth of her estate, which was the amount of the forced portion under the existing law. On the other hand, the testatrix could have intended to leave to her father only the portion of her estate required by the forced heirship law existing at the time of her death, whether the forced heirship law remained the same or was subsequently changed to increase, decrease or abolish forced heirship.[6] The trial *976 judge chose the latter interpretation, without referring to any reasoning or extraneous circumstances involved in his selection.

The problem with the interpretation selected by the trial judge is that such a position requires an assumption that the testatrix intended to leave her father absolutely nothing unless the law specifically required her to do so and to give everything to a person to whom she was not related by blood or marriage.[7] That position also requires an assumption that the testatrix considered the possible change in the law of forced heirship and affirmatively decided to leave a lesser amount, or nothing, to her father if the forced portion was later reduced or abolished by the Legislature.[8]

The testatrix's giving her father the "forced portion" was a positive expression of donative intent.

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Cite This Page — Counsel Stack

Bluebook (online)
608 So. 2d 973, 1992 WL 355075, Counsel Stack Legal Research, https://law.counselstack.com/opinion/matter-of-succession-of-williams-la-1992.