Minor v. Robertson

461 So. 2d 509, 1984 La. App. LEXIS 10135
CourtLouisiana Court of Appeal
DecidedDecember 12, 1984
DocketNo. 83-1080
StatusPublished
Cited by5 cases

This text of 461 So. 2d 509 (Minor v. Robertson) 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
Minor v. Robertson, 461 So. 2d 509, 1984 La. App. LEXIS 10135 (La. Ct. App. 1984).

Opinions

DOMENGEAUX, Judge.

Alice Alexander Robertson died intestate on March 6, 1970. She was survived by her husband, Charlie Robertson; an adopted daughter, Jeannie Mae Robertson Webb; and an acknowledged illegitimate son, Clarence Minor, Jr.

On March 3, 1971, Jeannie Mae Robertson Webb executed a cash sale in which she sold to her adoptive father, Charlie Robertson, all of her “rights, titles, and interest in and to the succession of her deceased adoptive mother, Alice Alexander Robertson.” The act of sale described the property which made up the estate of Alice Robertson and stated that the sale of the succession was for a consideration of $2,750.00. The act of sale was duly recorded in the conveyance records of Iberia Parish.

Charlie Robertson died testate on April 1, 1979, possessing the assets of Alice Robertson’s estate.

Subsequent to Charlie Robertson’s death, succession proceedings were commenced for both his and Alice Robertson’s estates.

On May 27, 1980, Clarence Minor, Jr., individually and as administrator of the estate of Alice Robertson; and Jeannie Mae Robertson Webb filed suit against the legatees1 and estate of Charlie Robertson. The petition urged that Minor and Webb be recognized as the heirs of Alice Robertson and that they be placed in judicial possession of the assets of her estate. The plaintiffs claim that Clarence Minor, Jr. is the acknowledged illegitimate son of Alice Robertson and thereby entitled to inherit from her estate. The petition further urged that the cash sale of Alice Robertson’s succession be annuled due to fraud and' error.

The defendants answered the lawsuit and filed an exception of no right and no cause of action to the lawsuit of Clarence Minor, Jr.

The plaintiffs’ lawsuit was then consolidated with the succession proceedings of Alice Robertson and Charlie Robertson.

At trial defendants’ counsel stipulated that Clarence Minor, Jr. was the acknowledged illegitimate child of Alice Robertson. Nevertheless, the district court held that Minor was precluded from inheriting from Alice Robertson’s estate and dismissed his claim. The trial court based its decision on Succession of Clivens, 426 So.2d 585 (La.1982), and Succession of Brown, 388 So.2d 1151 (La.1980).2

[511]*511The district court also ruled that the sale of the succession entered into between Jeannie Mae Robertson Webb and her adoptive father, Charlie Robertson, would not be annuled. The trial judge premised his decision upon the plaintiffs failure to prove any facts constituting fraud or error sufficient to vitiate her consent.

The issues presented on this appeal are: (1) Whether the trial court erred in dismissing the claim of the acknowledged illegitimate, Clarence Minor, Jr., by refusing to allow him to inherit from his mother when other lawful descendants survived. (2) Whether the trial court erred in failing to declare the sale executed by Jeannie Mae Robertson Webb and Charlie Robertson an-nuled for lack of consent.

ISSUE I

Plaintiffs allege that the district court was in error for holding that an acknowledged illegitimate child could not inherit from his natural mother when there are other lawful descendants.

Clarence Minor, Jr. is the acknowledged illegitimate son of Alice Robertson. The district judge ruling from the bench assigned oral reasons for dismissing Mr. Minor’s ease. The judge’s remarks were transcribed into the record and although he cited no Civil Code Articles as authority for his decision we gather that the essence of his ruling was that La.C.C. Art. 918 (repealed 1981) governed Clarence Minor, Jr.’s inheritance rights. La.C.C. Art. 918 excluded acknowledged illegitimate children from participating in the succession of their mother when she was survived by legitimate descendants. The trial judge did, however, state that Succession of Brown, supra, and Succession of Clivens, supra, would be of no avail to Minor as Alice Robertson died in 1970, prior to the effective date of those cases.

Mr. Minor argues on appeal that despite the fact that his mother died in 1970 her succession was not opened until May 27, 1980, and therefore the law in effect at the time of the opening of the succession as interpreted by Succession of Brown, supra, and Succession of Clivens, supra, should govern.

At the time of Alice Robertson’s death in 1970, La.C.C. Arts. 918 and 919 were still in effect. Pertinent to this case is La.C.C. Art. 918 which before its repeal in 1981 stated:

“Natural children are called to the legal succession of their natural mother, when they have been duly acknowledged by her, if she has left no lawful children or descendants, to the exclusion of her father and mother and other ascendants or collaterals of lawful kindred.
In case the natural mother has lawful children or descendants, the rights of the natural children are reduced to a moderate alimony, which is determined by the rules established in the title: of father and child.”

In 1980 the Louisiana Supreme Court in Succession of Brown, supra, held La.C.C. Art. 919 unconstitutional. That Article is similar to the above quoted Article except that in 918 acknowledged illegitimates are excluded from inheriting from their mother when lawful descendants survive, while Article 919 excludes acknowledged illegiti-mates from participating in the succession of their father when he is survived by legitimate descendants, ascendants, collateral relatives, or a surviving spouse.

Succession of Clivens, supra, determined that the holding of Succession of Brown, supra, would have a limited retroactive effect, to-wit: January 1, 1975, the effective date of the 1974 Constitution.

In 1981 the Louisiana Legislature repealed La.C.C. Arts. 918 and 919.

It is important to note at this juncture that Succession of Brown, supra, and Succession of Clivens, supra, deal only with the unconstitutionality of La.C.C. Art. 919. Therefore, the trial judge and plaintiff are in error for using those cases as a premise for their respective positions, inasmuch as this case involves La.C.C. Art. 918.

La.C.C. Art. 918, although repealed, has never been held unconstitutional. That be[512]*512ing the case, Art. 918 would govern factual situations which arose before the repeal.

We are not here required to consider the constitutionality of La.C.C. Art. 918, inasmuch as this Article has already been repealed.

Furthermore, simple logic applied to the facts of this case require us to ignore the issue of the constitutionality of La.C.C. Art. 918.

The essential similarities between La. C.C. Art. 918 and La.C.C. Art. 919 lead us to presume that were the Supreme Court called upon to determine the constitutionality of La.C.C. Art. 918 it would do so by incorporating the same rationale used in Succession of Brown, supra, and Succession of Clivens, supra.

In Succession of Clivens, supra, the Louisiana Supreme Court stated that the arbitrary discrimination against illegitimates is constitutionally prohibited by Article 1, Section 3 of the 1974 Louisiana Constitution.

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Bluebook (online)
461 So. 2d 509, 1984 La. App. LEXIS 10135, Counsel Stack Legal Research, https://law.counselstack.com/opinion/minor-v-robertson-lactapp-1984.