McIntyre v. Winnsboro State Bank & Trust Co.

35 So. 2d 852, 213 La. 914, 1948 La. LEXIS 908
Supreme Court of Louisiana·Decided April 26, 1948·No. No. 38845.·Published

Opinion

O’NIELL, Chief Justice.

The plaintiff is appealing from a judgment dismissing his suit on an exception of *917 no cause or right of action. He is suing in his capacity as curator of an interdict, Louise Lanning Baker, to revoke or rescind a donation inter vivos made by her to her husband, John H. Baker, on May 17, 1924. He died in January 1946, and the Winnsboro State Bank and Trust Company, now the defendant in this suit, was appointed testamentary executor of his estate.

The principal or primary demand of the plaintiff, as curator of the interdict, is that he shall be Allowed to revoke the donation on the ground that it was made to the donor’s husband and was therefore revocable by the donor at any time under the provisions of article 1749 of the Civil Code, which, before it was amended by Act No. 187 of 1942, declared that all donations made between married persons,' during marriage shall be revocable by the donor. That article was amended by Act 187 of 1942 so as to make interspousal donations made thereafter irrevocable unless such a donation should be made by a notarial act and unless the donor should reserve, by express stipulation in the act, the right to revoke the donation. The amendment however has no application to this case because it is expressly provided in the amending act that it shall apply only to donations made subsequent to the effective date of the amendment; and this is made certain by a provision in Section 4 of the amending act that article 1749 of the Civil Code is repealed only to the extent to which it is inconsistent with the amending act.

In the plaintiff’s petition he bases his cause or right of action to be allowed to revoke the donation upon the mere allegation that it is or was an interspousal donation and that he, the curator, “desires to revoke said donation”. The plaintiff’s alternative demand, to have the donation declared null from the beginning, on the ground that it was a donation omnium bonorum, is founded upon article 1497 of the Civil Code, which provides that a donation inter vivos shall not in any case divest the donor of all of his property, and that unless he reserves for himself enough for his subsistence the donation is entirely null.

In support of the exception of no cause or right of action the defendant argues that the donation under attack, a copy of which is attached to and made part of the plaintiff’s petition, was not a donation at all, but was merely a renunciation or disclaimer on the part of the alleged donor of her title to the property and an acknowledgment on her part that the property equitably belonged to the alleged donee.

According to the allegations of the plaintiff’s petition, together with the documents annexed thereto and made a part thereof, which allegations of course must be' accepted as true for .the purpose of deciding the exception of no cause or right of action, the property described in the. *919 alleged donation made by Mrs. Louise Lanning Baker to her husband belonged to her separately. A part of the property was bought by her in her name alone. The principal part of the property described in the alleged donation however was acquired by the alleged donor as the universal legatee of her husband’s mother, Mrs. Eliza Baker, under her last will and testament dated March 3, 1909. Mrs. Eliza Baker died on the 21st of October, 1911. The will was duly probated and Mrs. Louise Lanning Baker, the universal legatee, was sent into possession of the estate as such, unconditionally, as owner, under an ex parte judgment of the district court dated April 8, 1912. Thereafter, on November 6, 1912, Mrs. Louise Lanning Baker signed a notarial act appointing her husband, John H. Baker, as her agent and attorney in fact to manage her property, “for my [her] sole use and benefit of my [her] separate estate”. The property referred to in the power of attorney consisted mainly of plantations and was the same property which Louise Lanning Baker donated to her husband on May 17, 1924. He signed the power of attorney, declaring that he accepted it, and actually continued to manage the property.

Louise Lanning Baker was of sound mind when she made the alleged donation and remained so for about five years. She was interdicted in the latter part of 1946.

We do not agree with the defendant’s argument that the transaction in contest was not in reality a donation but was merely a disclaimer or renunciation of title on the part of Mrs. Louise Lanning Baker and an acknowledgment by her that the property really belonged to her husband. It is true that in the act Mrs. Louise Lanning Baker declared that at the time when the property was bequeathed to her by her mother-in-law, Mrs. Eliza Baker, she, the universal legatee, was aware of the fact that it was not the intention of the testatrix, Mrs. Eliza Baker, in making her will and in naming Mrs. Louise Lanning Baker as her universal legatee, to deprive John H. Baker- of the property, but that, on the contrary, it was the intention of the testatrix, Mrs. Eliza Baker, “to preserve all of said property for the use and -benefit of the donee, the said John H. Baker”.

But that paragraph in the act dated May 17, 1924, must not be read and considered as if it stood alone; it must be considered with reference to all of the other declarations made in the act; which declarations show that Mrs. Louise Lanning Baker intended that the transaction should be in fact a donation.

There is nothing in the last will and testament of Mrs. Eliza Baker to indicate that she intended to impose upon the universal legatee the obligation of preserving the property for the use and benefit of John H. Baker, the son of the testatrix. In the transaction under attack, Mrs. Lou-ise Lanning Baker declared that she was the donor and that John H. Baker was the *921 donee. She declared in the act that she was making a donation inter vivos. The declaration that the act was in truth a donation, and that she was the donor and that her husband was the donee, is made in 9 of the 10 paragraphs contained in the act, and is repeated in several of the paragraphs.

Under all of the circumstances of this case, so far as they are disclosed by the allegations of the plaintiff’s petition and the documents annexed thereto, the parties to the so-called donation cannot exempt it from the applicability of articles 1497 and 1749 of the Civil Code by merely declaring that the transaction was not in reality a donation but was merely a disclaimer or renunciation of title on the part of the so-called donor, — if either of these articles is otherwise applicable to the transaction.

We concur in the ruling of the district judge that the exception of no cause or right of action is well founded so far as the primary or principal demand of the plaintiff is concerned; that is, his demand to be allowed to revoke the donation on the ground merely that it was an inter-spousal donation. The right to revoke an interspousal donation on the ground solely that it is such a donation is personal to the donor and is dependent solely upon his or her will or whim. The donor need not have any other ground whatever for revoking an interspousal donation than the fact that it is or was an interspousal donation. The judgment appealed from, in that respect, is supported by the decision rendered by this court in Bernard v. Noel, 45 La.Ann. 1135, 13 So. 737.

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McIntyre v. Winnsboro State Bank & Trust Co., 35 So. 2d 852, 213 La. 914, 1948 La. LEXIS 908 (La. 1948).

35 So. 2d 852 (McIntyre v. Winnsboro State Bank & Trust Co.) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

Bernard v. Noel
45 La. Ann. 1135 (Supreme Court of Louisiana, 1893)